HomeMy WebLinkAbout2007 ONE CHASE MANHATTAN PLAZA
NEW YORK,NY 10005 p >September 7 20RCEiVED
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The Town Board of the OCT 2 2 2007
Town of Southold, in the
County of Suffolk,New York
Southold Town Clerk
Ladies and Gentlemen:
We have examined a record of proceedings relating to the issuance of the
$3,680,000 Bond Anticipation Note for Various Purposes-2007 of the Town of Southold, in the
County of Suffolk, a municipal corporation of the State of New York. Said Note is a renewal Note,
is dated September 7, 2007,matures September 5, 2008, is numbered 9R-1, bears interest at the rate
of three and ninety-five hundredths per centum (3.95%) per annum, payable at maturity, is of the
denomination of $3,680,000, is payable to bearer without coupons and registrable as to both
principal and interest and issued pursuant to the provisions of the Local Finance Law, constituting
Chapter 33-a of the Consolidated Laws of the State of New York, various bond resolutions adopted
by the Town Board on their respective dates, authorizing the issuance of serial bonds for various
purposes, and the Certificate of Determination executed by the Supervisor on September 7, 2007.
Said bond anticipation note is a temporary obligation issued in anticipation of the
sale of permanent serial bonds.
The Note is issued only in fully registered form, in the name of Cede & Co., as
Noteowner and nominee for The Depository Trust Company, an automated depository for
securities and clearing house for securities transactions. Purchases of ownership interests in the
Note will be made in book-entry forni, in denominations of$5,000 or any integral multiple thereof.
In our opinion, the Note is a valid and legally binding general obligation of the
Town for which the Town has validly pledged its faith and credit and, unless paid from other
sources, all the taxable real property within the Town is subject to the levy of ad valorem real estate
taxes to pay the Note and interest thereon without limitation of rate or amount. The enforceability
of rights or remedies with respect to such Note may be limited by bankruptcy, insolvency, or other
laws affecting creditors' rights or remedies heretofore or hereafter enacted.
The Internal Revenue Code of 1986, as amended (the "Code"), establishes certain
requirements that must be met subsequent to the issuance and delivery of the Note in order that
interest on the Note be and remain excludable from gross income under Section 103 of the Code.
The Town Supervisor, in executing the Arbitrage and Use of Proceeds Certificate, has certified to
the effect that the Town will comply with the provisions and procedures set forth therein and that it
will do and perform all acts and things necessary or desirable to assure that interest paid on the
Note is excludable from gross income under Section 103 of the Code. We have examined such
Arbitrage and Use of Proceeds Certificate of the Town delivered concurrently with the delivery of
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the Note, and in our opinion, such certificate contains provisions and procedures under which such
requirements can be met.
In our opinion, under existing statutes and court decisions, (i) interest on the Note is
excluded from gross income for federal income tax purposes pursuant to Section 103 of the Code,
and (ii) interest on the Note is not treated as a preference item in calculating the alternative
minimum tax imposed on individuals and corporations under the Code; such interest, however, is
included in the adjusted current earnings of certain corporations for purposes of calculating the
alternative minimum tax imposed on such corporations. In rendering the opinion in this paragraph,
we have (i) relied on the representations, certifications of fact, and statements of reasonable
expectations made by the Town in the Arbitrage and Use of Proceeds Certificate and other
documents in connection with the Note, and (ii) assumed compliance by the Town with certain
provisions and procedures set forth in the Arbitrage and Use of Proceeds Certificate relating to
compliance with applicable requirements of the Code to assure the exclusion of interest on the Note
from gross income under Section 103 of the Code.
Further, in our opinion, under existing statutes, interest on the Note is exempt from
personal income taxes of New York State and its political subdivisions, including The City of New
York. '
Except as stated above, we express no opinion regarding any other federal or state
tax consequences with respect to the Note. We render our opinion under existing statutes and court
decisions as of the issue date, and we assume no obligation to update our opinion after the issue
date to reflect any future action, fact or circumstance, or change in law or interpretation, or
otherwise. We express no opinion on the effect of any action hereafter taken or not taken in
reliance upon an opinion of other counsel on the exclusion from gross income for federal income
tax purposes of interest on the Note, or on the exemption from state and local tax law of interest on
the Note.
Other than such record of proceedings, we have not been requested to examine or
review and have not examined or reviewed the accuracy or sufficiency of any additional
proceedings, reports, correspondence, financial statements or other documents, containing financial
or other information relative to the Town, which have been or may hereafter be furnished or
disclosed to purchasers of said Note, and we express no opinion with respect to any such financial
or other information or the accuracy or sufficiency thereof.
The form of said Note is prescribed by Schedule B,2 of the Local Finance Law of
the State of New York, but we have not examined the executed Note.
This opinion is issued as of the date hereof, and we assume no obligation to update,
revise or supplement this opinion to reflect any action hereafter taken or not taken, or any facts or
circumstances, or changes in law or in interpretations thereof, that may hereafter occur, or for any
other reason.
Very truly k�'r
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