HomeMy WebLinkAboutL 13155 P 117 SUFFOLK COUNTY CLERK
RECORDS OFFICE
RECORDING PAGE
Type of Instrument: DEED Recorded: 5/8/2022
Number of Pages: 6 At: 7 :07 :32 PM
Receipt Number: 22-0078969 *ELECTRONICALLY RECORDED*
Transfer Tax Number: 21-33849
LIBER: D00013155
PAGE: 117
District: Section: Block: Lot:
1000 103 .00 04 .00 031 .000
EXAMINED AND CHARGED AS FOLLOWS
Deed Amount $0 . 00
Received the Following Fees For Above Instrument
Exempt Exempt
Page/Filing $30 . 00 NO Handling $20 . 00 NO
COE $5. 00 NO NYS SRCHG $15. 00 NO
Notation $0 . 00 NO Cert.Copies $0 . 00 NO
RPT $200 . 00 NO Mansion Tax $0 . 00 NO
EA-CTY $5. 00 NO EA-STATE $125. 00 NO
TP-584 $5. 00 NO Comm.Pres $0 . 00 NO
Transfer Tax $0 . 00 NO
Transfer Tax Number: 21-33849 Fees Paid $405. 00
THIS PAGE IS A PART OF THE INSTRUMENT
THIS IS NOT A BILL
Judith A. Pascale
County Clerk, Suffolk County
RECORDED
Number of pages 5 5/8/2022 7:07:32 PM
JUDITH A. PASCALE
CLERK OF
This document will be public SUFFOLK COUNTY
record. Please remove all L D00013155
Social Security Numbers P 117
prior to recording. 21-33849
Deed 1 Mortgage Instrument Deed 1 Mortgage Tax Stamp Recording 1 Filing Stamps
31 FEES
Page 1 Filing Fee 30.00 Mortgage Amt.
1. Basic Tax
Handling 20. 00
2. Additional Tax
TP-584 5.00 Sub Total
Notation
0.00 Spec./Assit.
or
EA-52 17(County) 5.00 Sub Total 60.00 Spec./Add.
EA-5217(State) 125.00 TOT.MTG.TAX
200.00 CIO., Dual Town Dual County
—
Held Held for Appointment
Comm.of Ed. 5. 00 Transfer Tax 0.00
' _� Mansion Tax 0.00
Affidavit 4�"
The property covered by this mortgage is
Certified Copy 0.00 or will be improved by a one or two
NYS Surcharge 15. 00 345.00 family dwelling only.
Sub Total YES or NO
Other 405.00
Grand Total If NO,see appropriate tax clause on
page# of this instrument.
4 1 Dist. Section Block Lot 5 Community Preservation Fund
22uwTo 1000-103.00-04.00-031.000 0.0 0
Real Property Consideration Amount $
Tax Service P r s
Agency 5A2022A CPF Tax Due $
0.00
Verification
Improved X
6 Satisfactions/Discharges/Releases List Property Owners Mailing Address
RECORD&RETURN TO: Vacant Land
Feldman Kramer Monaco PC TD 10
330 Motor Pkwy Ste 400
Hauppauge NY 11788-5139 TD
TD
Mail to: Judith A. Pascale, Suffolk County Clerk 7 Title Comwny Information
310 Center Drive, Riverhead, NY 11901 Co.Name
www.suffolkcountyny.gov/clerk Title#
g Suffolk County Recording & Endorsement Page
This page forms part of the attached DEED made by:
(SPECIFY TYPE OF INSTRUMENT)
The premises herein is situated in
SUFFOLK COUNTY,NEW YORK.
TO In the TOWN of SOUTHOLD
In the VILLAGE
or HAMLET of
BOXES 6 THRU S MUST BE TYPED OR PRINTED IN BLACK INK ONLY PRIOR TO RECORDING OR FILING.
12-0104..10MId,
over
CONSULT YOUR LAWYER BEFORE SIGNING THIS INSTRUMENT-THIS INSTRUMENT SHOULD BE USED BY LAWYERS ONLY
No
Consideration !�
Deed THIS INDENTURE,made the ofJ day of 2022
BETWEEN
Bonnie J. Doroski, residing at 2305 Yennecott Drive, Southold, New York 11971 and Lisa H.Jacobs, residing
at 170 Emory Road, Cutchogue, New York 11935,as Co-Trustees of the Alberta M. Jacobs 2018 Irrevocable
Trust
party of the first part,and
Lisa H. Jacobs, residing at 170 Emory Road, Cutchogue, New York 11935, Kathryn Burkhardt, residing 300
Wilson Road,Cutchogue, New York 11935 and Bonnie J. Doroski,residing at 2305 Yennecott Dr.,Southold,
DISTRICT New York 11971,as tenants in common
1000
SECTION party of the second part,
103.00
BLOCK WITNESSETH, that the party of the first part, in consideration ten dollars and other valuable consideration,
04.00 paid by the party of the second part,does hereby grant and release unto the party of the second part,the heirs
LOT
or successors and assigns of the party of the second part forever,
m
031.000 ALL that certain plot, piece or parcel of land, with the buildings and improvements thereon erected, situate,
lying and being in the
SEE SCHEDULE A DESCRIPTION ATTACHED HERETO
Pursuant to exercised Limited Power of Appointment document dated
October 12,2020 see SCHEDULE B attached hereto
Subject to all covenants,easements and restrictions of record.
Said premises known as 60 Emory Road,Cutchogue, New York 11935
Being and intended to be the same premises as conveyed to the party of the first part by deed dated August
17,2018 and recorded November 13,2018 in Liber 12987 page 054 in the Suffolk County Clerk's Office.
TOGETHER with all right, title and interest, if any, of the party of the first part in and to any streets and roads
abutting the above described premises to the center lines thereof;TOGETHER with the appurtenances and all
the estate and rights of the party of the first part in and to said premises; TO HAVE AND TO HOLD the
premises herein granted unto the party of the second part, the heirs or successors and assigns of the party of
the second part forever.
AND the party of the first part covenants that the party of the first part has not done or suffered anything
whereby the said premises have been encumbered in any way whatever,except as aforesaid.
AND the party of the first part, in compliance with Section 13 of the Lien Law, covenants that the party of the
first part will receive the consideration for this conveyance and will hold the right to receive such consideration
as a trust fund to be applied first for the purpose of paying the cost of the improvement and will apply the same
first to the payment of the cost of the improvement before using any part of the total of the same for any other
purpose. The word"party" shall be construed as if it read "parties"when ever the sense of this indenture so
requires.
IN WITNESS WHEREOF, the party of the first part has duly executed this deed the day and year first above
written.
D57L<_L
Bonnie J. Dor ki,Trustee
Lisa H.J6cdbs,Trustee
Standard N.Y.B.T.U.Form 8002-Bargain and Sale Deed,with Covenant against Grantor's Acts-Uniform Acknowledgment
Form 1000-7
TO BE USED ONLY WHEN THE ACKNOWLEDGMENT IS MADE IN NEW YORK STATE
State of New York,County of S J-F f p t k ss: State of New York,County of S3 f�k ss:
On the a� day of J in the year 2022 On the a ) day of J qct n the year 2022
before me,the undersigned,personony appeared before me,the undersigned,per pally appeared
BONNIE J.DOROSKI LISA H.JACOBS
personally known to me or proved to me on the basis of personally known to me or proved to me on the basis of
satisfactory evidence to be the individual whose name is satisfactory evidence to be the individual whose rani is
subscribed to the within instrument and acknowledged to me subscribed to the within instrument and acknowledged to me that
that she executed the same in her capacity,and that by her she executed the same in her capacity,and that by her signature
signature on the instrument,the individual,or the person upon on the instrument, the individual, or the person upon behalf of
behal of which the individu ted,executed the instrument. which the'ndividual acted,executed t instrument.
(siealurf and office of individual taking acknowledgment) (signat(jlra and office of individual taking acknowledgment)
LYNOA M.RUDDER
Notary Public,State of New York Lynda M.Rudder
No.o1RU6020932 Notaryry Public,State of New York
ouailfied in Suffolk County ^
Commission Expires March 8,20 � No.01RU6020932
Qualified in Suffolk County
Commission Expires March 8, 2023
TO BE USED ONLY WHEN THE ACKNOWLEDGMENT IS MADE OUTSIDE NEW YORK STATE
State(or District of Columbia,Territory,or Foreign Country)of ss:
On the day of in the year before me,the undersigned,personally appeared
personally known to me or proved to me on the basis of satisfactory evidence to be the individual(s) whose name(s) is (are)
subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their capacity(ies),and
that by his/herttheir signature(s) on the instrument, the individual(s), or the person upon behalf of which the individual(s) acted,
executed the instrument,and that such individual made such appearance before the undersigned in the
in
(insert the City or other political subdivision) (and insert the State or Country or other place the acknowledgment was taken)
(signature and office of individual taking acknowledgment)
BONNIE J.DOROSKI AND LISA H.JACOBS,AS DISTRICT 1000
CO-TRUSTEES OF THE ALBERTA M.JACOBS SECTION 103.00
2018 IRREVOCABLE TRUST BLOCK 04.00
LOT 031.000
TO COUNTY OR TOWN Suffolk
STREET ADDRESS 60 Emory Road
LISA H.JACOBS,KATHRYN BURKHARDT AND Cutchogue,New York 11935
BONNIE J.DOROSKI,AS TENANTS IN COMMON
RETURN BY MAIL TO:
Jennifer Merolla, Paralegal
BARGAIN AND SALE DEED Feldman Kramer&Monaco, P.C.
330 Motor Parkway, Suite 400
Hauppauge, NY 11778
FKM File No.:gtr--383T
DESCRIPTION
ALL that certain plot, piece of parcel or land with the buildings and
improvements thereon erected, situate, lying and being at East Cutchogue, Town
of Southold, Suffolk County, New York, known and designated as Lot. No. 6 on
"Map of Sunny Shores at East Cutchogue, Town of Southold, Suffolk County, N.Y."
prepared by Ottor W. VanTuyl & Son from surveys completed 6/9/60 filed in
Suffolk County Clerk's Office on 8/30/60 as Map No. 3231
BEING AND INTENDED to be a portion of the premises conveyed to the
party of the first part herein by deed from C. Fordham Howell and North Fork
Bank &Trust Company, dated May 3, 1960 and recorded May, 161960 in Liber
4810 cp 558.
r -Vieo
EXERCISE OF LIMITED POWER OF APPOINTMENT
BY SETTLOR
PURSUANT TO
ARTICLE IV, PARAGRAPH (1) OF THE
ALBERTA NI. .JACOBS 2018 IRREVOCABLE TRUST
DATED August 17, 2018
WHEREAS, ALBERTA M. JACOBS, did on or about August 17, 2018, ester
into a Trust Agreement, between ALBERTA M. JACOBS, residing at 60 Emory Road,
Cutchogue, New York 11935, Settlor (hereinafter referred to as the "Settlor"), and
BONNIE J. DOROSKI, residing at 2305 Yennecott Drive, Southold, New York 1 ]971, and
LISA H. JACOBS, residing at 170 Emory Road, Cutchogue,New York 11935, Co-Trustees
(hereinafter referred to collectively as the "Trustee").
WHEREAS, ALBERTA M. JACOBS, did transfer and deliver to BONNIE J.
DOROSKI and LISA H. JACOBS, as Co-Trustees, certain real and personal property, to
be held upon the terms set forth in a Trust Agreement, dated August 17, 2018, between
said ALBERTA M. JACOBS, as Settlor, and said BONNIE J. DOROSKI and LISA 1-1.
JACOBS, as Co-Trustees; and
WHEREAS, ALBERTA M. JACOBS, as Settlor, did retain a Limited Power of
Appointment pursuant to Article IV, Paragraph (1) of said Trust, such provision reading
as follows:
(1) DISTRIBUTION UNDER LIMITED POWER OF APPOINTMENT
The Settlor may appoint all or any portion of the principal and any
accumulated and accrued income of this Trust to a class of beneficiaries limited to
Settlor's children, grandchildren, relatives (by blood, marriage, or adoption), or to
charities. This appointment may be made outright to awy or all of said
permissible beneficiaries, or may be made in trust for the benefit of any or all of
such permissible beneficiaries. No such appointment shall be made to the Settlor,
Settlor's creditors, the Settlor's Estate or the creditors of Settlor's Estate. Further,
no such appointment shall be made to the Settlor's spouse, the creditors of the
Settlor's spouse, the Estate of Settlor's spouse, or to the creditors of the Estate of
Settlor's spouse.
This limited power of appointment may be exercised by a valid will, living
trust, or other written instrument that specifically refers to this power of
appointment. Any power of appointment Hereunder must be exercised by the
Settlor's will, living trust or other written instrument which, within ninety (90)
days of the Settlor's death, must be either submitted for probate (if by will), or
recorded in the county clerk's office in the sane manner provided for the
recording of deeds (if by an instrument other than a will), in the county of the
Settlor's residence, specifically referring to this power.
Feldman, Kramer & Monaco, P.C.
Attorneys and Counselors at Low s
In no event can this limited power of appointment be exercised by the
Settlor through the creation of another power, whether general, non-general or
limited. Upon the Settlor's death, the Trustee shall pay and distribute the
remaining Trust Estate in accordance with the exercise of the Settlor's limited
power of appointment as provided for in this Section.
NOW,THEREFORE, the Settlor hereby exercises the Limited Power of
Appointment pursuant to the provisions of Article IV, Paragraph (1) of the ALBERTA
M. JACOBS 2018 IRREVOCABLE TRUST dated August 17, 2018, as follows:
A. The provisions of Paragraph(2)(a) of Article IV of said Trust titled
"DISPOSITION OF TRUST ESTATE" shall be replaced as follows:
(a) DISPOSITION OF TRUST ESTATE: The Trustee shall pay and
distribute the Trust Estate to the Settlor's children, BONNIE J. DOROSKI,
KATHRYN C. BURKHARDT, and LISA H. JACOBS, in equal shares, per
stirpes.
The Settlor has purposely and intentionally made no provisions for her
grandchildren, KRISTI MILNER, CHRISTOPHER MILNER, STEPHEN
MILNER, JENNIFER SHIPMAN, ALLYSA MILNER and ALISON
MILNER, under the ALBERTA M. JACOBS 2018 IRREVOCABLE TRUST.
B. The balance of Article IV shall remain in full force and effect.
IN WITNESS WHEREOF, ALBERTA M. JACOBS, Settlor, has signed and
sealed this Exercise of Limited Power of Appointment.
oz-;�
ALBERTA M. JACOBS, Settlor
STATE OF NEW YORK }
) SS..
COUNTY OF SUFFOLK )
On the 120' day of October, 2020, before me, the undersigned, a Notary Public in
and for said State, personally appeared ALBERTA M. JACOBS, Settlor, personally known
to me or proved to me on the basis of satisfactory evidence to be the individual whose name
is subscribed to the within instrument and acknowledged to me that he/she executed the
same in his/her capacity, and that by his/her signature on the instrument, the individual, or
the person upon behalf of which the individual acted,executed the instrument.
7,NArAAKARLOVA is
Feldman, Kramer&Monaco, P.C. Notary Public,State of New York
No.02KA6221223
Attorneys and Counselors at Law 2 Qualified in Suffolk County
Commission Expires April 26,20:-z
FDR COUNTY USE ONLY
7F'••INS}:www_drps.state-h)I-us
cJ_ swis Code 14 r 7 r 3 r i3 r i3 r 9 1 V—� New York State Department of
C2_ nate need Recorded 1 5 / S 20221 Taxation and Finance
Month Day Year
C7ffice of Real Property Tax Services
C3_ Bock 11,3, _.5. -5j C4_ Page 1 , €1 , 1, 7 1 RP- 5217-PDF
Rea[Property Transfer Report(all t1)
PROPERTY INFDRlfATIDNI
9.Property i:;0 Emory Road
Location ,,, _
•STREET NF3MF5(=N •BYRE E'1 NAME "'•'-•-`�
C t3't»C�1�CJue
1935
•css•r nR rn y - �rLuct ------
-zin cane
2,Buyer Lisa H. Jicobs, Kathryn a-irkhardt and
Nasse _--
'LAST NAMEIC�MPPNY PlxZSF NAhCF -,•'-,•'—'.••' •• --.••••.••'�
Bonnie J. €7oroski.r as tenants -.n c[€nmon
LAs'r NC;MPANY' ,W r'RaT NAME ••••••••
RAC
3•Tax Indicate where future Tax Hills are to be sent Do ro s k i Bonnie J.
Billing if other than hu er address(obottomof form _.... .....
Address cA9T NAaen=A FIRSY
A.E
2305 YenneCDtft Drive Southold NY i�,9"71
.-_
-. -
JTRSP-'T x Ww..a ANN rvAME CITE'OR TON STR-L Zw CWE
4.Indicate the number of Assessment 1 pad of a per.el (Only if Pa rt of a Parcel)Gh"k as they app€y:
Roil parcels transferred on file deed ik of Parcels l3R �l 4A.Plann]Rg Board with Subd3V19iori Authority ExjAtg
c
S.Doed �-.-..- X D�L' 49_Subdivision Approval was Required for Transfer
Properly ,.ONTFEET -• •C]ENYti •ACRES
Size
40.Parcel Approved for Subdivision with Map Provided
Bonnie J. Doroskl and Zisa H. Jacobs, a. Ccs-STZ
a.Setter LASr NAA F COA YAS Y W T TF'.RSY-AME •••• "'" ---- "'"
Name cF the Alberta M, ja'1 ;obs 2018 T.rrl„%Yocahle Tru,-st
__L9STWAMCJCOMYANY ••.• F:Fi$r rinfA;w •.•..••• •••••• ..•. '•'••••••
"7.Select the doseription which most aacuratefy describes the Check the poxes below as they apply:
use of the property at the time of sale: 8.ownership Type is Condominium
A. One Fan-sly Residcnbal 9.Now Construction on a Vacant Land
..".'. - IOA.Property Located within an Agricultural District
SOS.Buyer received a disclosure notice indica!ing that the property is in an
Agriaulturai District
SALE INFORMATION T G,Chock orae or more of these copditlons as appiicahie to transfer:
A-Sate Solweon Relatives or Former Relatives
ti.Sale Contract Date B-Sale between Related Companies or Partners in Business-
.."." - C-one cit the Buyers is also a Seller
"
12-Hata of SalvtTrans€er .-0 r� - D-Buyer or Seller is Government Agency or Lending Institution
----.....1-- •--3�..."........ E-Deed-type riot Wan anly or Bargain and Sale(Specify Below)
F.Sate of Fracfsonai or Less than Feo interest(Specify Selrnv)
"13.f=ull Safer Price C7 .00 G,Significant Change in Propery Between Taxable Status and Sale Oates
H-Sale of Business is Included In Sale Price
(Full Sale Price is the total amount paid for the property inetudi ng persona€property. Dtlaar Unusual Factors A€facfing Sade Price(Specify€- lie€ow)
This payment may be in In$form of cash,other property on goods,or the assumption of i- Nonemortgages or other ob€igatims.)please round to the nearest wholedoffar amoursf.
J."Comment(s)on condition:
14.Indicate the value of personal
property Included in the sale TrxCr4-Fermi.ly Trans_=e r,
ASSESSMENT INFO RMAT[ON-€lata should reflect the la nk sl Fina€Assessment 8011 and Tax Bi 11
16.Year of Assessment Roll from which Information iaken(YY) 22 '17,Total Assessed Value 5,500
"18,Pmporty Class 210 __. ^19.School District Name Matt1tuck School District ,.,.,.,.....�
"20.Tax Map identifier(S)Roll Identifler(s)(if move than tour,attach sheet with additional Ide ntifler(s))
2 C34(?-7.a3.C3CF-a9.fl�-•C131_000
CERTIFICATION
I Ge rtify that a of the items of inform atlon entered on this form are true and correct(to Site hest of my knowlad go and he lief)and i understand that the snaking of any wl€€ful
€als�tatemant 4 aterra fact heroin subject me to lhg.gl�V iglgr3�o€jh�•pgpDl,IDyv relati re to the rn akl no an•l fling p€fa ISO instruments.
€,��g LA-C,CONrstodaian,oFtivlA�r,�.h�
(En=vr inrvrmatsnn tar=he buyer.Note;It Buyer is t.r-c,aacinty,assadarlca�,cexnotxt[an,joint asxac crrnpany,asla[e or
entity$'sal is not an Sndi�dual agent er kduciary-then a 11am6 acrd ec ntaIX inlornlxlion of an mdiyKauavn spons bi.
2nasty w"c n answer qc[e tl s misaraing She Iran iw muss he eniereq.Typo or print creariv.)
SEL •R R1 LW(;'_----_-.• •�•ExATE
7acok�s T.,isa H.
{6323 437 .4
5-3-'
1131QR
... ^..-----... •FlFiFn COS]L •TEx.Nvi-[Cr�iF NUMBER fGx:99a59S91 ••••
aNY€R 3�NA --DATP"
1,"70 Eniar.y road
•STREET NUWeZR •51 FZCT
(--utch.oqu11435
i [ 'C3FY QR TOWtJ •••.••••••��•'•' •• STATE •ZtP COxY
€{arlrva Irzrza
I 1
LAST r�A,..E: ••••••• PRST NAME •••••••
S {631) 2.31-1450
AREA=X vv... IELEPiiONE raisnaaER fCs 99999933