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HomeMy WebLinkAboutL 13274 P 8 I IIIIIII IIII IIIII IIIII 11111 IIIII IIIII IIIII IIIII IIII IIII l l l l l l l l l l l l l l l l l l l l l l i l SUFFOLK COUNTY CLERK RECORDS OFFICE RECORDING PAGE Type of Instrument: DEED Recorded: 11/27/2024 Number of Pages : 10 At: 03:32 : 02 PM Receipt Number : 24-0147312 TRANSFER TAX NUMBER: 24-13601 LIBER: D00013274 PAGE : 008 District: Section: Block: Lot: 1000 007 . 00 06.00 009. 000 EXAMINED AND CHARGED AS FOLLOWS Deed Amount: $7 ,000,000.00 Received the Following Fees For Above Instrument Exempt Exempt Page/Filing $50 .00 NO Handling $20. 00 NO COE $5 .00 NO NYS SRCHG $15. 00 NO EA-CTY $5 .00 NO EA-STATE $125. 00 NO TP-584 $5 .00 NO Notation $0. 00 NO Cert.Copies $0 .00 NO RPT $200. 00 NO Transfer tax $0 .00 NO Comm.Pros $175, 000. 00 NO Comm.Pres Fund $140 ,000 .00 NO Comm.Housing Fund$35, 000. 00 NO Fees Paid $175, 425.00 TRANSFER TAX NUMBER: 24-13601 THIS PAGE IS A PART OF THE INSTRUMENT THIS IS NOT A BILL VINCENT PULEO County Clerk, Suffolk County RECORDED p� 2024 Nov 27 03:32:02 PM Number of pages (v] VINCENT PULEO CLERK OF SUFFOLK COUNTY This document will be public L D00013274 P 008 record. Please remove all DT# 24-1.3601 Social Security Numbers prior to recording. Deed/Mortgage Instrument Deed/Mortgage Tax Stamp Recording/Filing Stamps 3 1 FEES Page/Filing Fee so l Mortgage Amt. 1.Basic Tax Handling 20``, 00 2. Additional Tax TP-584 % Sub Total Spec./Assit. Notation or EA-5217(County) S Sub Total O Spec./Add. EA-5217(State) 17i TOT.MTG.TAX Dual Town Dual County R.P.T.S.A. Held for Appointment c7 Comm.of Ed. 5. 00 Transfer Tax gq'000ff Affidavit • �. Mansion Tax 0c The property covered by this mortgage is Certified Copy or will be improved by a one or two NYS Surcharge 15. 00 2 C f S family dwelling only. Sub Total J YES or NO Other Grand Total U�' � If NO,see appropriate tax clause on page# of this instrument. Z5o l0 �llaG 4 1 Dist.1000 240"722 1000 00700 0600 009000 5 Community Preservation Fund Real Property RP T A IIIIII IIIII IIIII IIIII IIIII III Consideration Amount$ 7,000,000 Tax Service aac I 1I Ifl Agency -Z CPF Tax Due $ 175,000 Verification � Improved ('� 6 Satisfactions/Discharges/Releases List Property Owners Mailing Address �/t ""' RECORD&RETURN TO: Vacant Land STEPHEN L. HAM, III, ESQ. TO If MATTHEWS&HAM TO 38 NUGENT STREET SOUTHAMPTON, NY 11968 TO 1 Mail to: Vincent Puleo, Suffolk County Clerk 7 Title Company Information 310 Center Drive, Riverhead, NY 11901 Co.Name Fidelity National Title Insurance Company www.suffolkcountyny.gov/clerk Title# 7404-018555 8 Suffolk County Recording & Endorsement Page This page forms part of the attached DEED made by. (SPECIFYTYPEOF INSTRUMENT) THE CROWS NEST 2016 TRUST AGREEMENT The premises herein is situated in SUFFOLK COUNTY, NEW YORK. TO In the TOWN of SOUTHOLD RO'S NEST LLC In the VILLAGE or HAMLET of FISHERS ISLAND BOXES 6 THRU 8 MUST BE TYPED OR PRINTED IN BLACK INK ONLY PRIOR TO RECORDING OR FILING. over BARGAIN AND SALE DEED WITH COVENANT AGAINST GRANTOR'S ACTS (INDIVIDUAL OR CORPORATION) FORM 8002 (short version), FORM 8007 (long version) CAUTION:THIS AGREEMENT SHOULD BE PREPARED BY AN ATTORNEY AND REVIEWED BY ATTORNEYS FOR SELLER AND PURCHASER BEFORE SIGNING. AIL fit THIS INDENTURE, made as of the day of October, 2024 BETWEEN James W. O'Keefe, Jr., Ann G. O'Keefe, Bradley Burwell and Courtney A. O'Keefe,as Trustees of The Crows Nest 2016 Trust Agreement, with an address at 10040 East Happy Valley Road, Unit 599, Scottsdale, Arizona 85255, party of the first part, and Ro's Nest, LLC, a Florida limited liability company with an address at 2655 Tropical Avenue, Vero Beach, Florida 32960, party of the second part; WITNESSETH, that the party of the first part, in consideration of Seven Million Dollars and No Cents ($7,000,000.00) and other valuable consideration paid by the party of the second part, does hereby grant and release unto the party of the second part,the heirs or successors and assigns of the party of the second part forever; ALL that certain plot, piece or parcel of land, with the buildings and improvements thereon erected, situate, lying and being the premises known as 1152 Old Mallory Road, Fishers Island, NY 06390, tax map designation Section 007.00 Block 06.00 Lot 009.000, in the Town of Southold, County of Suffolk, State of State of New York, and more particularly described in Schedule A attached hereto; BEING and intended to be the same premises conveyed to party of the first part by deed made by Louis Eatman, as Trustee of the James W. O'Keefe, Jr. Residence Trust under an agreement dated May 1, 1996, dated August 8, 2016 and recorded September 22, 2016, in Liber 12880, at page 941. 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; and TO HAVEAND 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. NYSBA's Residential Real Estate Forms(9/00) 0 2017 Matthew Bender&Co.,a member of the LexisNexis Group. 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" whenever 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. [SIGNATURE PAGE FOLLOWS] NYSBA's Residential Real Estate Forms(9/00) ®2017 Imanhew Bender&Co.,a member of the LexisNexis Group. -2- The Craws Nest 2016 Trust Agreement James W. O'Keefe.Trustee \l IN PRESENCE OF: J� 11 ACKNOWLEDGEMENT OUTSIDE NEW YORK STATE(RPL 309-b) State of County of SS. 1—F. On October'],2024 before me,the undersigned,personally appeared James W. O'Keefe,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, and that such individual made such appearance before the undersigned in (insert city or political subIsion and star country or other place acknowledgement taken) (signature and office of intaking acknowledgement JOAN 0 SYKORA a Notary Public-Arizona Marknpa County Commisslon N 619222 My Comm.Expires Dec 17,2025 NYSBA's Residential Real Estate Forms(9100) ®2017 Matthew Bender&Co.,a member of the LexisNexis Group. -3- The Crows Nest 2016 Trust Agreement t Ann G. O'Keefe,Trustee IN PRESENCE OF. AW - 0-1- ACKNOWLEDGEMENT OUTSIDE NEW YORK STATE(RPL 309-b) w State of County of 99. On October r2024 before me, the undersigned, personally appeared Ann G. O'Keefe, 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, and that such individual made such appearance before the undersigned in 5o� i (insert city or political Jubdiv' io nd state or country or other place acknowledgement taken) (signature and office of in i 'ng acknowledgement JOAtI o syIIONA Notary Public•Arizona Marimpa County Commission R b19222 My Cnmm.Expires ttec 12,2025 NYSBA's Residential Real Estate Forms(9/00) A 2017 Matthew Bender&Co.,a member of the LexisNexis Group. -4- The Crows Nest 2016 Trust greement Bradley Burwe , Trustee IN PRESENCE OF: ACKNOWLEDGEMENT OUTSIDE NEW YORK STATE(RPL 309-b) State of I DAtto County of P-*AJiQ L ss. On October 2� 2024 before me, the undersigned, personally appeared Bradley Burwell, 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, and that such individual made such appearance before the undersigned in (insert city or political subdivision and state or country or other place acknowledgement taken) (signature and office of individual taking acknowledgement OOKE 1 - - p(/BG 1� LS w T Q• F 0 F �p f«111111111111111, NYSBA's Residential Real Estate Forms(9100) Q 2017 Matthew Bender&Co.,a member of the L.exisNexis Group, -5- The Crows Nest 2016 Trust Agreement Courtney A.ykeefe, Trustee IN PRESENCE OF: ACKNOWLEDGEMENT OUTSIDE NEW YORK STATE(RPL 309-b) State of Oot County of r—.ij q ss. On October lj� 2024 before me, the undersigned, personally appeared Courtney A. O'Keefe, 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 sge executed the same in his/her capacity, and that by his signature on the instrument, the individual,or the person upon behalf of which the individual acted, executed the instrument,and that such individual made such appearance before the undersigned in 5f et+4 t , L4 )14 _ (insert city or po itical subdivision and state or country or other place acknowledgement taken) (signature and office of individual taking acknowledgement TONIA SIMAN QA! NOTARY PUBLIC STATE OF WASHINGTON License Number 190129 My Commission Expires 02/1012025 NYSBA's Residential Real Estate Forms(9/00) ©2017 Matthew Bender&Co.,a member of the LexisNexis Group. -6- FIDELITY NATIONAL TITLE INSURANCE COMPANY TITLE NO. 7404-018555 SCHEDULE A-1 (Description of the Land) For Tax Map ID(s): 1000-007.00-06.00-009.000 AMENDED 8-26-2024 ALL that certain plot, piece or parcel of land, situate, lying and being in the Town of Southold, County of Suffolk and State of New York being a part of that portion of Fishers Island (which portion is sometimes referred to as the'Park'), lying easterly of the following line viz; BEGINNING at a monument on the northerly line of a road known as Old Mallory Road, said monument being 938.59 feet East of a point which is 309.54 feet North of another monument marking the United States Coast and Geodetic Survey Triangulation Station 'NIN' (which said 'NIN' monument is located near the westerly end of a ridge overlooking the south shore of Fishers Island and on the highest point between Chocomount and Mount Prospect) and lies South 45 degrees 17 minutes 26 seconds East of North Dumpling Light of Fishers Island; RUNNING THENCE North 03 degrees 47 minutes 00 seconds West, along land now or formerly of Christian Dietrich 131.79 feet to an iron pipe; THENCE North 52 degrees 03 minutes 00 seconds West still along land now or formerly of Christian Dietrich, 277.05 feet to an iron pipe and land now or formerly of Christian Dietrich.; THENCE along the last mentioned land, the following three (3) courses and distances: 1. North 39 degrees 45 minutes 00 seconds West, 36.12 feet to an iron pipe; 2. North 41 degrees 29 minutes 00 seconds East, 55.00 feet to an iron pipe; 3. North 61 degrees 59 minutes 30 seconds West, 210.90 feet to an iron pipe and lands now or formerly of Christabel Vartanian; THENCE North 05 degrees 08 minutes 10 seconds West along the last mentioned land and along the easterly terminus of a road and along land now or formerly of Leslie Hotchkiss, Mary Hotchkiss Harvey and Winchester Hotchkiss and passing through a monument 389.48 feet to a point on the shore of Island Pond; THENCE along the shore of Island Pond, the following twenty-two (22)tie line courses and distances: 1. South 62 degrees 15 minutes 00 seconds East 41.11 feet; 2. North 40 degrees 58 minutes 20 seconds East 50.33 feet; 3. South 62 degrees 35 minutes 30 seconds East 30.41 feet; 4. South 19 degrees 44 minutes 50 seconds West 41.43 feet; 5. South 43 degrees 31 minutes 50 seconds East 27.59 feet; 6. North 55 degrees 41 minutes 10 seconds East 76.27 feet; 7. North 90 degrees 00 minutes 00 seconds East 40.00 feet; 8.South 00 degrees 00 minutes 00 seconds East 50.00 feet; 9. South 35 degrees 39 minutes 20 seconds East 56.61 feet; 10. South 11 degrees 53 minutes 20 seconds West 38.83 feet; 11. South 68 degrees 33 minutes 10 seconds East 30.08 feet; 12. North 76 degrees 15 minutes 50 seconds East 92.65 feet; 13. North 61 degrees 43 minutes 00 seconds East 74.29 feet; 14. South 78 degrees 17 minutes 20 seconds East 124.17 feet; 15. North 51 degrees 00 minutes 30 seconds East 135.09 feet; 16. South 64 degrees 08 minutes 00 seconds East 73.35 feet; 17. South 86 degrees 01 minute 40 seconds East 72.13 feet; 18 South 45 degrees 00 minutes 00 seconds East 60.81 feet; 19. South 87 degrees 03 minutes 50 seconds East 39.05 feet; 20. North 47 degrees 17 minutes 30 seconds East 88.46 feet; Commitment for Title Insurance Printed: 08.26.24 @ 11:55 AM ScheduleA-1 Description NY-FT-FRVH-01030.431004.5PS•1-24-7404-018555 FIDELITY NATIONAL TITLE INSURANCE COMPANY TITLE NO. 7404-018565 SCHEDULE A-1 (Continued) 21. South 63 degrees 46 minutes 40 seconds East 74.69 feet; 22. South 41 degrees 48 minutes 40 seconds East 108.97 feet to a point and lands now or formerly of Henry L. Ferguson Musuem Inc.; THENCE South 02 degrees 59 minutes 20 seconds West, along the last mentioned land, 165.23 feet to an iron pipe and lands now or formerly of WCKBH LLC; THENCE along the last mentioned land, the following four(4) courses and distances: 1. South 88 degrees 05 minutes 20 seconds West 273.22 feet to a point; 2.Westerly along the arc of a curve bearing to the left, having a radius of 99.82 feet, a distance along said curve of 92.71 feet to an iron pipe; 3. South 34 degrees 52 minutes 30 seconds West 110.90 feet to an iron pipe; 4. South 36 degrees 27 minutes 30 seconds East 18.00 feet to an iron pope and lands now or formerly of F. Barton Harvey and Janet Smith; THENCE along the last mentioned land, the following five (5)courses and distances: 1. South 40 degrees 00 minutes 25 seconds West 181.20 feet to an iron pipe; 2. South 67 degrees 05 minutes 25 seconds West 48.22 feet to an iron pipe; 3. South 34 degrees 36 minutes 25 seconds West 40.00 feet to an iron pipe; 4. South 08 degrees 16 minutes 35 seconds East 125.00 feet to an iron pipe; 5. South 29 degrees 19 minutes 35 seconds East 17.83 feet to an iron pipe on the northerly line of a road known as Old Mallory Road; THENCE westerly along the northerly line of a road known as Old Mallory Road, along the arc of a curve bearing to the right having a radius of 231.42 feet a distance along said curve of 67.44 feet to the monument at the point or place of BEGINNING. THE POLICY TO BE ISSUED under this commitment will insure the title to such buildings and improvements on the premises which by law constitute real property. FOR CONVEYANCING ONLY: Together with all the right, title and interest of the party of the first part, of in and to the land lying in the street in front of and adjoining said premises. END OF SCHEDULE A Commitment for Title Insurance Printed: 08.26.24 a 11:55 AM Schedule A-1 Description NY-FT-FRVH-01030,431004-SPS-1-24-7404-018555 Deed Title No. 7404-018555 Section 007.00 Block 06.00 James W. O'Keefe, Jr., Ann G. Lot 009.000 O'Keefe, Bradley Burwell and County or Town Suffolk Courtney A. O'Keefe, as Trustees Street Address 1152 Old Mallory Road of The Crows Nest 2015 Trust Fishers Island, NY 06390 Agreement To Ro's Nest LLC Return By Mail To: Stephen L. Ham III, Esq. Matthews & Ham 38 Nugent Street Southampton NY Reserve This S ace For Use Of Recording Office NYSBA's Residential Real Estate Forms(9/00) ®2017 Matthew Bender&Co.,a member of the LexisNexis Group. -7- INSTRUCTIONS(RP-5217-PDFdNS):www.orps.stalany.us FOR COUNTY USE ONLY Now York Stella DBpaKlfwnt of C1.SVBs cod. , 1 H,-� ?),T, � Taxation and Finance C3.Date Deed Recorded ( /� I / --i 1 Office of Real Property Tax Seftes `"'" RP-5217-PDF cS.Book n �] ��.//� on �^ Q ( r IL_( ( i 1 Ci4.Palls..! i i �i�l V Real Property Transhr Report(SMO) PROPERTY INFORMATION 1•LoPMPcaeodyn 1152 Old Mallory Road •STREET NUMBER 'STREET NNE Southold Fishers Island 06390 •crrY OR TOWN VHAAGE •acooE 2.Buyer Ro's Nest, LLC Name '1/1aTNNIEIDOIPANY FIRSTNANE LAST NNFJCOIPANT RUST NNE a Tax Indicate where future Tax Bib are to be sent Billing K other than buyer addraas(et bo0om or tam) ILAST WAVOOMPANY FIRST NAME Address STREETNMMANONNE CITY OR TOM STATE I,OWE 4.Indicate the number of Assessment 1 e d Percale OR ❑Panora Parcel (Only a Pari or a Parcel)Cheek n they apply: Roll parcels transferred on the dead 4A.Planning Board wnh SubdMelan Aulhoriy Exists ❑ 5.Dead X OR 9.78 48.SubdYgiorT Approval was Required for Transfer ❑ Property 'FRONTFEET DEFT, -ACRES Ills 4C.Parcel Approved for Subdivision with Map Provided ❑ The Crows Nest 2016 Trust Agreement 6.seller LAST NAMEICOMINNICY ,erns C• FegrNABE James W- 01 Keef4 Ann G. O r Keefe, Bradley Burwell &Courtney A. O'Keefe, as Trustee LAST NA SLTAN NT FRET NNIE '►.Select the description which most accumbily describes the Cheek the boxes below as they apply: use of 00 property at the tit r e of ads: s.ownership Type Is Condorclnlum ❑ A.One Family Residential 9.New Construction an a Vacent lend ❑ 10A.Property Located within an Agricultural Dlsldd ❑ 10B.Buyer reeelved a disclosure notice indicating that the properly Is In on Agricultural District SALE INFORMATION 11 Check one or more of then conditions a applicableto transfer A.Sob Between Relosm or Former Relatives 11.Mete Comran Data 0 9/10/2 0 2 4 B.Sale between Related Companies or Partners In Business. C.One din Buyers Is also a Seger •I L Data of Sa ell ran rfor 10/34/2 02 4 D.Buyer or Ssllar le Govemmem Agency or Lending Institution E.Deed Type not Warranty or Bargain and Sale(Specify Balow) F.Bob or Fractional or Less it=Fes Interest(Specify Below) '1&Fug Bab Price 7,000,000,(x) G.Significant Change In Property Betwom Taxable Status and Sale Dates N.Sale of Business is Included In Sale Prim (Full Sob Pries Isthe total amount Feld for the proparygooIncluding persons)properly. I.Other Unusual Factors Affecting Sale Price(Specify Below) This payment may to In the form of cash. cash,other property or goods.or 01e assumption ofJ,Normmortgages Or athm obligations.)PbaaTaurd to rim neresr whale dour Myra". Commerrl(s)on Condition: 14.IndleM the value of personal 0 Property Included In the cab ASSESSMENT INFORMATION-Data should relied the latest Final Assessment Roll and Tax Bill IL Year of Assessment Rol(4om which InformNlon tMNXYY) 23 •17.Tot,Asseesad Value 47,100 •18.Property Class 250 _ *19.Schod District Name Fishers Island •20.Tax Map hkEdlflar(@MWI Idend&4s)(lf mom than four.attach sheet with addtlorud Id tudil lD 1000-007.00-06.00-009.000 CERTIFICATION t Certy Ghat d(dtha hems of lr large Ion emend on this farm am true and cornet(to the hat d my knowladgs and bd M end I undo I III that the making deny willful Tale steminarrt of material feet herein subOct me to t hojimvtobaA j f jm ppnel lei relaava to W nd e making e filing d false Instruments. ACI r ER$J(H .Uqg BUYER CONTACT INFORMATION 141 �f! (Enter,efdnrlien IN the buyer.Note:IF buyer b LLGeo ft..aaocabrn.caI -- .low Beek can pany,aum or p emty 10 IS nB en MOVIdu d egenh a rismory,am a name red eoread kdamsdm an kLdl.Adrmrmpaehie party iD�t((A rho can a ogr°°plan ragardho Re banter mpl be aria ea.Type or pans cig".1 en1xR SKMIURE DATE BUYER SIGNATURE Costin Roann Ap't dever &.,4` 'LAarWAE mFrNABE 6 4Vk L. $� o-Lf� 'AREA RODE mREPrexIE NUMBER(EF sw l NJ ra'lTtm DATE 2655 Tropical Avenue 'STREET NIaBER •ar1EETIVM ' Vero Beach FL 32960 CnYORTOWN STATE 'aP ODIE BUYERV ATTORNEY Ham Stephen L., III Imam LASTNAae FRaTNNE