HomeMy WebLinkAboutMitchell, Paul L TrustSouthold Town Board - Letter
Board Meeting of August 11, 2009
RESOLUTION 2009-683
ADOPTED
Item # 5.8
DOC ID: 5209
THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO. 2009-683 WAS
ADOPTED AT THE REGULAR MEETING OF THE SOUTHOLD TOWN BOARD ON
AUGUST 11, 2009:
RESOLVED that the Town Board of the Town of Southold hereby authorizes and directs
Supervisor Scott A. Russell to execute the Grant of Drainage Easement and all other
necessary documents to effectuate same between Trust U/A Paul L. Mitchell and the Town
of Southold, subject to the approval of the Town Attorney.
Elizabeth A. Neville
Southold Town Clerk
RESULT: ADOPTED [UNANIMOUS]
MOVER: Vincent Orlando, Councilman
SECONDER: Albert Krupski Jr., Councilman
AYES: Ruland, Orlando, Krupski .~r., Wickham, Evans, Russell
Generated August 17, 2009 Page 14
ORIGINAL
SUFFOLK COUNTY CLERK
RECORDS OFFICE
RECORDING PAGE
Type of Instrument: EASEMENT
Number of Pages: 9
Receipt N,,mher : 09-0107864
TRANS~R TAX NUMBER: 09-04181
District:
1000
Deed Amount:
Recorded:
At:
LIBER:
PAGE:
Section: Block:
065.00 01.00
EXAMINED AND CHARGED AS FOLLOWS
$0.00
09/21/2009
10:20:40 AM
D00012600
599
Lot:
002. 000
Received the Following Fees
Page/Filing $45.00
COE $5.00
TP-584 $5.00
Cert. Copies $5.85
Transfer tax $0.00
TRANSFER TAX NUMBER: 09-04181
For Above Instrument
Exempt
NO Handling
NO NYS SRCHG
NO Notation
NO RPT
NO Comm. Pres
Fees Paid
THIS PAGE IS A PART OF THE INSTRUMENT
THIS IS NOT A BILL
$20.00
$15.00
$0.00
$30.00
$0.00
$125.85
Exempt
NO
NO
NO
NO
NO
Judith A. Pascale
County Clerk, Suffolk County
Number of pages
gerial #
Certificate #
Prior Cfi. #
TORRENS
Deed. Mortgage Instrument
31
Page / Fihng Fee L~
Handling
TP-584
Notation
EA-5217 (County)
EA-5217 (State)
R.P.T.S.A.
Comm. of Ed. 5. 00
Affidavit
Reg. Copy
Other
Deed / Mortgage Tax Stamp
FEES
Sub Total
Sub Total
Orand Total
Recording / Filing Stamps
Mortgage Amt.
1. Basic Tax
2. Additional Tax
Sub Total
Spec. / Assit.
or
Spec. / Add.
TOT MTG. TAX
Dual Town Dual County __
Held for Appointment __
Transfer Tax
Mansion Tax
The property covered by this motgage is
or will be improved by a one or two
family dwelling only.
YES or NO
If NO, see appropriate tax clause on
page # of this instrument.
4
Pr,
Ta
Ag.
Verification
1000 06500 0100 002000 P$O oL~t'UUU
S~sfacdon/Dis~ges/Rebase ~stPropertyOwners MallingAd&ess
RECORD&RETURNTO:
Martin D. Finnegan, Town Attorney
TOWN OF SOUTHOLD
P.O. Box 1179
Southold, NY 11971-0959
Preservation Fund
Consideration Amount $. 0
CPF Tax Due $. 0
Improved
Vacant Land
Title Company lnfomafion
Co. Name
Title #
Suffolk County Recording & Endorsement Page
This page forms part of the attached Grant of Drainmgm 'Rm ~m~e made by:
(SPECIFY TYPE OF INSTRUMENT)
Trust U/A Paul L. Mitchell
TO
Town of Southold
The premisis herein is situated in
SU~e'OLKCOUNTY, NEWYORK.
In the Township of Southold
In the VILLAGE
or HAMLET of
Southold
BOXES 6 THROUGH 8 MUST BE TYPED OR PRINTED IN BLACK INK ONLY PRIOR TO RECORDING OR FILING.
(nvar/
Dear Taxpayer,
Your satisfaction of mortgage has been fried in my office and I am enclosing the original cop~ 'or
your records.
If a portion of your monthly mortgage payment included your property taxes, you will now r :ed
to contact your local Town Tax Receiver so that you may be billed directly for all future prol~: rty
tax bills.
Local property taxes are payable twice a year: on or before January, 10th and on or before L lay
31st. Failure to make payments in a timely fashion could result in a penalty.
Please contact your local Town Tax Receiver with any questions regarding property ax
payment.
Babylon Town Receiver of Taxes
200 East Sunrise Highway
North Lindenhurst, NY 11757
(631) 957-3004
Riverhead Town Receiver of Taxes
200 Howell Avenue
Riverhead, NY 11901
(631) 727-3200
Brookhaven Town Receiver of Taxes
250 East Main Street
Port Jefferson, NY 11777
(631) 473-0236
Shelter Island Town Receiver of Taxes
Shelter Island Town Hall
Shelter Island, NY 11964
(631) 749-3338
East Hampton Town Receiver of Taxes
300 Pantigo Place
East Hampton, NY 11937
(631) 324-2770
Smithtown Town Receiver of Taxes
99 West Main Street
Smithtown, NY 11787
(631) 360-7610
Huntington Town Receiver of Taxes
100 Main Street
Huntington, NY 11743
(631) 351-3217
Southampton Town Receiver of Taxes
116 Hampton Road
Southampton, NY 11968
(631) 283-6514
Islip Town Receiver of Taxes
40 Nassau Avenue
Islip, NY 11751
(631) 224-5580
Southold Town Receiver of Taxes
53095 Main Road
Southold, NY 11971
(631) 765-1803
Sincerely,
Edward P. Ramaine
Suffolk County Clerk
GRANT OF DRAINAGE EASEMENT
THIS indenture made thi,~,) day of August, 2009, by and between Trust U/A
Paul L. Mitchell, dated 10/12/94, c/o 1630 Town Harbor Lane, Southold, Suffolk County,
New York (the "Grantor" ) and the Town of Southold, a municipal corporation of the
State of New York, having its office at 53095 Main Road, Town of Southold, Suffolk
County, New York (the "Grantee").
WHEREAS, the Grantor is the owner of a certain parcel of land containing 0.375
acres, more or less, of land identified by Suffolk County Tax Map number 1000-65-1-2;.
located on the southwestern side of Town Harbor Lane in the Hamlet of Southold, Town
of Southold, Suffolk County, New York;
WHEREAS, the Grantee, for drainage purposes proposes to construct, install,
maintain, and repair culvert pipes and leaching pools to provide drainage for road runoff
from Town Harbor Lane;
WHEREAS, the Grantor has agreed to grant to the Grantee an easement over a
portion of Grantor's land as described in Schedule A attached hereto on the condition
that the Grantee re-grade the rear of the property and raise the grade to minimize
flooding on the property to the greatest extent practicable;
NOW THEREFORE, IN CONSIDERATION OF Ten Dollars ($10.00) and
other good and valuable consideration paid by the Grantee to the Grantor, the receipt of
which is hereby acknowledged, this agreement witnesseth that:
-1-
1. The Grantor does hereby donate, grant, transfer and convey to the Town
of Southold, a drainage easement in gross, of the nature, character and to the extent
hereinafter set forth, over and upon the premises described in Schedule A.
follows:
The nature, character and extent of the easement hereby granted are as
(a)
(b)
The right of the Grantee to enter upon the premises at all
reasonable times:
(i) To install, create and maintain culverts, pipes, leaching pools
on the premises and to repair, replace or remove same as
needed for the effective drainage of road runoff from Town
Harbor Lane as illustrated on Schedule B attached hereto.
The easement area for the subsurface culverts and/or pipes
is limited to an area that is five feet in width as indicated on
Schedule B. The parties acknowledge that a portion of the
existing subsurface pipe/culvert may be outside of the
easement area set forth above. However, should the
Grantee replace said pipe/culvert, the Grantee shall relocate
the pipe/culvert within the easement area illustrated on
Schedule B or outside the boundaries of Grantor's premises.
(ii) To perform such grading, excavation and the installation of
such facilities as shall be required for the construction,
operation, repair, replacement and maintenance of said
culverts, pipes, and leaching pools for the collection of
highway drainage waters.
The right of Grantee to enter upon the premises at all reasonable
times to access the underground drainage features installed and
constructed under the terms of this easement. Said easement for
access is limited to the 15 foot area set forth in Schedule C
attached hereto.
-2-
3. The Grantor reserves the right to the use and enjoyment of the Grantor's
premises to the fullest extent possible without unreasonable interference by the Grantee
in the exercise of the Grantee's rights granted herein. Grantees acts shall not inhibit
any access other than on a temporary basis to replace existing culverts or pipes.
4. The Grantee further agrees to pay all reasonable damages to the
premises of the Grantor sustained as a result of the construction, maintenance and/or
operation of the drainage easement thereon by the Grantee and shall be obligated to
restore the affected area in a timely fashion to the condition prior to the damage.
Restoration may include, but is not limited to repairing damage caused by the Grantee
to the asphalt driveway and curbing.
5. The Grantee further agrees to obtain all necessary permits from all
governmental agencies necessary to carry out the operations contemplated by this
agreement. Grantee agrees to construct no fences, walls or other obstructions as part
of this project.
6. This easement shall be deemed a "minor utility easement" and the Grantor
agrees to that the easement area shall be included in the in the lot area (buildable area)
and that the setbacks for the principal structure shall be measured from the property line
and not the easement area. This is a material element of this agreement.
7. This agreement and the easements and rights granted herein shall run
with the land and be binding upon the parties hereto and their respective successors
and assigns.
8. Grantee shall indemnify and hold harmless Grantor against all liability
associated with its own acts or omissions in connection with the use of the premises.
9. The terms of this easement may not be changed orally, and this writing
constitutes the entire agreement of the parties. Each party represents to the other that
-3-
no representations have been made or relied upon by or to either party except those set
forth herein.
10. If any term of this easement shall be determined by a court of competent
jurisdiction to be unlawful, null or void, all other terms shall remain in full force and
effect.
11. Grantor represents to Grantee that the execution of this Easement does
not violate any covenant, regulatory restriction, court order or agreement to which its lot
may be subject, and that the undersigned is the sole owner of the lot and possessed of
full authority to execute same.
12. This easement shall be perpetual unless, by judicial decree or
determination or by written agreement of all parties, the beneficial use of the easement
or either of them shall cease by operation of law or otherwise.
IN WITNESS WHEREOF, the parties hereto have executed this agreement the
day and year first above written.
Paul L. Mitchell
By:~~7
Scott A. Russell, Supervisor
STATE OF NEW YORK)
) SS.:
COUNTY OF SUFFOLK)
On this~5~'day of August, in the year 2009, before me personally appeared Paul
L. Mitchell, 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 executed the same in his capacity and that by his signature on the instrument,
the individual, or the person upon behalf of which the i~ual acted, executed the
instrument.
Notary Public
STATE OF NEW YORK)
) SS.:
COUNTY OF SUFFOLK)
PATRICIA C. MOORE
Notary Public, State of New York
Suffolk Count,/- No. 4861668
Commission Expires June 16, ~
On this _~ day of August, in the year 2009, before me personally appeared
Scott A. Russell, 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 executed the same in his capacity and that by his signature on the
instrument, the individual, or the person upon~vidual acted,
executed the instrument.
Notary Pu il~' "'
I~OI~/'IIE J. DOROSKI
I'/otary Public, State Of New Yo~
No. 01D06095328 Surf0 k C0,an~
Term Exp res July 7, 20__.~
-5-
Schedule "A"
Drainage Easement
For the
Mitchell Property
SCTM #: 1000-65-01-02
All that certain plot, piece or parcel of land, lying on the property of Paul L. Mitchell and
shown on the filed map of Property of Jonathan T. Overton, file No. 1055, filed January 4,
1931 and being situate in the Town of Southold, County of Suffolk and State of New York,
being bounded and described as follows;
BEGINNING at a point on the South Westerly side of Town Harbor Lane distant
North 31 degrees 31 minutes 10 seconds West, 140.33 feet from a concrete monument at
the intersection of the North Westerly side of Terry Lane;
RUNNING THENCE from said point of beginning;
South 58 degrees 28 minutes 50 seconds West, 193.07 feet;
THENCE
THENCE
THENCE
THENCE
THENCE
THENCE
North 87 degrees 15 minutes 00 seconds West, 36.69 feet;
North 27 degrees 26 minutes 20 seconds West, 29.42 feet;
North 58 degrees 28 minutes 50 seconds East, 61.30 feet;
South 31 degrees 31 minutes 10 seconds East, 45.00 feet;
North 58 degrees 28 minutes 50 seconds East, 160.00 feet;
South 31 degrees 31 minutes 10 seconds East, 5.00 feet;
To the point or place of BEGINNING.
Schedule
EASEMENT
POINT OF
BEGINNING
SCHEDULE C
PO{NT OF
BEGINNING
TP-584 (3/07)
Combined Real Estate
Transfer Tax Return,
Credit Line Mortgage Certificate, and
Certification of Exemption from the
Payment of Estimated Personal Income Tax
Recording office time stamp
See Form TP-584-1, Instructions for Form TP~584, before completing this form. Please print or t~'pe.
Schedule A -- Information relating to conveyance
Grantor/Transferor
[] Individual
I-~ Corporation
[--] Partnership
[] Estate/Trust
[] Other
Name (if individdal; last, first, middle initial)
TRUST U/A PAUL L MITCHELL
Mailing address
C/O MITCHELLL; 1630 TOWN HARBOR LANE
Social security number
Social security number
City State ZIP code Federal employer ident, number
SOUTHOLD NY 11971
Grantee/Transferee Name (if individuafi last, first, middle initial) Social security number
[] Individual TOWN OF SOUTHOLD
[] Corporation Mailing address Social security number
[] Partnership PO BOX 1179
[] Estate/Trust City State ZIP code Federal employer ident, number
[]Other SOUTHOLD NY 11971 [J.-- ~ 0~[c~_..~7
Location and description of property conveyed
Tax map designation Address City/village Town County
Section Block Lot
1630 TOWN HARBOR LANE SOUTHOLD SOUTHOLD SUFFOLK
65 1 2
Type of property conveyed (check applicable box)
I [] One- to three-family house 5 [] Commercial/Industrial
2 [] Residential cooperative 6 [] Apartment building
3 [] Residential condominium 7 [] Office building
4 [] Vacant land 8 [] Other EASEMENT
Date of conveyance Percentage of real proper~y
I I conveyed which is residential
real property .%
month day year (see instructions)
Condition of conveyance (check all that apply)
a. [] Conveyance of fee interest
b. [] Acquisition of a controlling imerest (state
percentage acquired %)
c. [] Transfer of a controlling interest (state
percentage transferred %)
d, [] Conveyance to cooperative housing
corporation
e. [] Conveyance pursuant to or in lieu of
foreclosure or enforcement of security
interest (attach Form TP-584. I, Schedule E)
For recording officer's use
f, [] Conveyance which consists of a
mere change of identify or form of
ownership or organization (attach
Form TP-584. I~ Schedule F)
g. [] Conveyance for which credit for tax
previously paid wifl be claimed (attach
Form TP-584, I, Schedule G)
h. [] Conveyance of cooperative ap~rtrnent(s)
i. [] Syndication
· [] Conveyance of air rights or
development rights
k. [] Contract assignment
Amount received Date received
Schedule B., Part [ $
Schedule B., Part I[ $
I. [] Option assignment or surrender
m. [] Leasehold assignment or surrender
n. [] Leasehold grant
o. r-~ conveyance of an easement
p. [] conveyance for which exemption
from transfer tax claimed (complete
Schedule B, Part lll)
q, [] Conveyance of property partly within
and partly outside the state
r. [] Other (describe)
· Page 2 of 4 TP-584 (3/07)
Schedule B -- Real estate transfer tax return (Tax Law, Article 31)
Part ][ - Computation of tax due
I Enter amount of consideration for the conveyance (if you are claiming a total exemption from tax, check the
exemption claimed box, enter consideration and proceed to Part/ii) .............................. [] Exemption claimed
2 Continuing lien deduction (see instructions if property is taken subject to mortgage or lien) .........................................
3 Taxable consideration (subtract line 2 from line 1) ...................................................................................................
4 Tax: $2 for each $500, or fractional part thereof, of consideration on line 3 .........................................................
5 Amount of credit claimed (see instructions and attach Form TP-584.1, Schedule G) ...................................................
6 Tota tax due* (subtract line 5 from line 4) ................................................................................................................
0.00
0.00
0.00
0.00
0.00
0.00
0
0
0
Part [! - Computation of additional tax due on the conveyance of residential mar property for $1 million or more
I Enter amount of consideration for conveyance (from Part [, line 1) ........................................................................ 1.
2 Taxab~ec~n~iderati~n(mu~tip~y~ine~bythepercentage~fthepremi$eswhichisre$identia~rea~pr~perty~assh~wninSchedu~eA)~~~
::
3 Totaladditionaltransfertaxdue*(mutiplyine2by1%(.Ol)) ...........................................................................
Part [I[ - Explanation of exemption claimed on Part I, line 1 (check any boxes that apply)
The conveyance of real property is exempt from the mai estate transfer tax for the following mason:
a. Conveyance is to the United Nations, the United States of America, the state of New York, or any of their instrumentalities,
agencies, or political subdivisions (or any public corporation, including a public corporation created pumuant to agreement or
compact with another state or Canada) .............................................................................................................................................. a
b. Conveyance is to secure a debt or other obligation ............................................................................................................................ b []
c. Conveyance is without additional consideration to confirm, correct, modify, or supplement a prior conveyance ............................... c []
d. Conveyance of mai property is without consideration and not in connection with a sale, including conveyances conveying
malty as bona fide gifts ....................................................................................................................................................................... d []
Conveyance is given in connection with a tax sale ............................................................................................................................. e []
f. Conveyance is a mere change of identity or form of ownership or organization where there is no change in beneficial
ownership. (This exemption cannot be claimed for a conveyance to a cooperative housing corporation of real property
comprising the cooperative dwelling or dwellings.) Attach Form TP-584.1, Schedule F .................................................................... f
g. Conveyance consists of deed of partition ........................................................................................................................................... g
h. Conveyance is given pursuant to the federal Bankruptcy Act ............................................................................................................. h
L Conveyance consists of the execution of a contract to sell mai property, without the use or occupancy of such property, or
the granting of an option to pumhase real property, without the use or occupancy of such property .................................................
j. Conveyance of an option or contract to purchase real properly with the use or occupancy of such property where the
consideration is less than $200,000 and such property was used solely by the grantor as the grantor's personal residence
and consists of a one-, two-, or three-family house, an individual residential condominium unit, or the sale of stock
in a cooperative housing corporation in connection with the grant or transfer of a proprietary leasehold covering an
individual residential cooperative apartment .......................................................................................................................................
k. Conveyance is not a conveyance within the meaning of Tax Law, Article 31, section 1401 (e) (attach documents
supporting such claim) ........................................................................................................................................................................... k
L Other (attach explanation) ..................................................................................................................................................................... I
*Please make check(s) payable to the county clerk where the recording is to take place. If the recording is to take place in New York
City. make check(s) payable to the NYC Department of Finance. If a recording is not required, send this return and your check(s) made
payable to the NYS Department of Taxation and Finance, directly to the NYS Tax Department, RETT Return Processing, PO Box 5045,
Albany NY 12205-5045.
Page 3 of 4 TP-584 (3/07)
Schedule C w Credit Line Mortgage Certificate (Tax Law, Article 11 )
Complete the following only if the Interest being transferred is a fee simple interest.
I (we) certify that: (check the appropriate box)
1. [] The real property being sold or transferred is not subject to an outstanding credit line mortgage.
2. [] The real property being so~d or transferred is subject to an outstanding credit line mortgage. However, an exemption from the tax
is claimed for the following reason:
[] The transfer of real property is a transfer of a fee simple interest to a person or persons who held a fee simple interest in the
real property (whether as a joint tenant, a tenant in common or otherwise) immediately before the transfer.
[] The transfer of real property is (A) to a person or persons related by blood, marriage or adoption to the original obligor or
to one or more of the original obligors or (B) to a person or entity where 50% or more of the beneficial interest in such real
property after the transfer is held by the transferor or such related person or persons (as in the case of a transfer to a trustee for
the benefit of a minor or the transfer to a trust for the benefit of the transferor).
[] The transfer of real property is a transfer to a trustee in bankruptcy, a receiver, assignee, or other officer of a court.
[] The maximum principal amount secured by the credit line mortgage is $3,000,000 or more, and the real property being sold
or transferred is not principally improved nor will it be improved by a one- to six-family owner-occupied residence or dwelling.
Please note: for purposes of determining whether the maximum principal amount secured is $3,000,000 or more as described
above, the amounts secured by two or more credit line mortgages may be aggregated under certain circumstances. See
TSB-M-96(6)-R for more information regarding these aggregation requirements.
[] Other (attach detailed explanation).
3. [] The real property being transferred is presently subject to an outstanding credit line mortgage. However, no tax is due for the
following reason:
[] A certificate of discharge of the credit line mortgage is being offered at the time of recording the deed.
[] A check has been drawn payable for transmission to the credit line mortgagee or his agent for the balance due, and a
satisfaction of such mortgage will be recorded as soon as it is available.
4. [] The real property being transferred is subject to an outstanding credit line mortgage recorded in
(insert liber and page or reel or other identification of the mortgage). The maximum principal amount of debt or obligation secured
by the mortgage is No exemption from tax is claimed and the tax of
is being paid herewith. (Make check payable to county clerk where deed will be recorded or, if the recording is to take place in
New York City, make check payable to the NYC Department of Finance.)
Signature (both the grantor(s) and grantee(s) must sign)
The undersigned certify that the above information contained in schedules A, B, and C, including any return, certification, schedule, or
attachment, is to the best of his/her knowledge, true and complete, and authorize the person(s) submitting such form on their behalf to receive
a copy for purposes of recording the deed or other instrument affecting the conveyance.
~,~.~;~ signature~ .~&l~_..)~.~. TitJe J'.~ ~ sign~,~ /~ ~.~.~ Lf(, T~
Grantor signature Title Grantee signature Title
Reminder: Did you complete all of the required information in Schedules A, B, and C? Are you required to complete Schedule D? If you
checked e, f, or g in Schedule A, did you complete Form TP-584,17 Have you attached your check(s) made payable to the county clerk
where recording will take place or, if the recording is in New York City, to the NYC Department of Finance? If no recording is required, send
your check(s), made payable to the Department of Taxation and Finance, directly to the NYS Tax Department, RETT Return Processing,
PO Box 5045, Albany NY 12205-5045.
· Page 4 of 4 TP-584 (3/07)
Schedule D - Certification of exemption from the payment of estimated personal income tax (Tax Law, Article 22, section 663)
Complete the following only if a fee simple interest or a cooperative unit Is being transferred by an individual or estate or trust.
Part ! - New York State residents
If you am a New York State resident transferor(s)/seller(s) listed in Schedule A of Form TP-584 (or an attachment to Form TP-584), you must
sign the certification below. If one or more transferors/sellers of the real property or cooperative unit is a resident of New York State, each
resident transferor/seller must sign in the space provided. If more space is needed, please photocopy this Schedule D and submit as many
schedules as necessary to accommodate all resident transferers/sellers.
Certification of resident transferor(s)/seller(s)
This is to certify that at the time of the sale or transfer of the real property or cooperative unit, the transferor(s)/seller(s) as signed below was a
resident of New York State, and therefore is not required to pay estimated personal income tax under Tax Law, section 663(a) upon the sale or
transfer of this real property or cooperative unit,
Date
Signature Print full name Date
Signature Print full name Date
Signature Print lull name Date
Note: A resident of New York State may still be required to pay estimated tax under Tax Law, section 685(c), but not as a condition of recording
a deed.
Part I! - Nonresidents of New York State
If you are a nonresident of New York State listed as a transferor/seller in Schedule A of Form TP-584 (or an attachment to Form TP-584) but
are not required to pay estimated personal income tax because one of the exemptions below applies under Tax Law, section 663(c), check
the box of the appropriate exemption below· If any one of the exemptions below applies to the transfemr(s)/seller(s), that transferor(s)/seller(s)
is not required to pay estimated personal income tax to New York State under Tax Law, section 663. Each nonresident transferor/seller who
· qualifies under one of the exemptions below must sign in the space provided. If more space is needed, please photocopy this Schedule D and
submit es many schedules as necessary to accommodate all nonresident transferals/sellers.
if none of these exemption statements apply, you must complete Form IT-2663, Nonresident Rea/Property Estimated Income Tax Payment
Form, or Form IT-2664, Nonresident Cooperative Unit Estimated/ncome Tax Payment Form. For more information, see Payment of estimated
persona/income tax, on page 1 of Form TP-584-l.
Exemption for nonresident transferor(s)/seller(s)
This is to certify that at the time of the sale or transfer of the real property or cooperative unit, the transferor(s)/seller(s) (grantor) of this real
property or cooperative unit was a nonresident of New York State, but is not required to pay estimated personal income tax under Tax Law,
section 663 due to one of the following exemptions:
[] The real property or cooperative unit being sold or transferred qualifies in total as the transferor's/seller's principal residence
(within the meaning of Internal Revenue Code, section 121) from to (see instructions).
Date Date
[-'-] '~he transferor/seller is a mortgagor conveying the mortgaged property to a mortgagee in foreclosure, or in lieu of foreclosure with
no additional consideration,
[] The transferor or transferee is an agency or authority of the United States of America, an agency or authority of the state of
New York, the Federal National Mortgage Association, the Federal Home Loan Mortgage Corporation, the Government National
Mortgage Association, or a private mortgage insurance company.
Signature Print full name Date
Signature Print tull name Date
Signature Print 1Mil name Date
Signature Print full name Date
Peconic Bay Region
Community Preservation Fund
Proceeds of this transfer tax are disbursed to the
Townships in which the transaction takes place for
its acquisition of land, development rights, and
other interests in property for conservation
purposes.
Townships:
East Hampton 03
Riverhead 06
Shelter Island 07
Southampton 09
Southoid 10
Please print or type.
Schedule A Information Relating to Conveyance
Grantor Name (individual; last, first, middle Initial)
[] Individual
[] Corporation
[] Partnership
[] Other
brantee
[] Individual
[] Corporation
[] Partnership
[] Other
TRUST U/A PAUL L. MITCHELL
Mailing address
C/OMITCHELL 1630 TOWN HARBOR LANE
C~YOUTHOLD StatN~ ZIP code
1197!
Name (individual; last, first, middle initial)
TOWN OF $OUTHOLD
Mailinq address
PO B-OX 1179
C~t~ UTHOLD State zip code
NY 11971
Social Security Number
Socia Security Number
I I
Federal employer idenl, number
Social Security Number
Social Security Number
I
Pedera emp oyer idenl, number
Location and description of property conveyed t
Tax map designation Address Village Town
Dist Section Block Lot
1000 65 i 2 1630 TOWN HARBOR LANE SOUTHOLD SOUTHOLD
Type of property conveyed (check applicable box)
Date of conveyance
[] Improved
[]Vacant,and [ I I
month day year
Dual Towns:
Condition of conveyance (check all thai apply)
a. - Conveyance of fee interest b. - Acquisition of a
controlling interest (state
percentage acquired
c. - Transfer of a controlling Interest (state
percentage transferred %)
d. - Conveyance to cooperative housing
, corporation
e. - Conveyance pursuant to or in lieu of
foreclosure or enforcement of security
interest
L - Conveyance which consists of a mere
change of identity or form of ownership or
organization
g. - Conveyance for which credit (or tax
previously paid will be claimed
h. - Conveyance of cooperative apartment(s) L - ~ynalcatlon
J. - Conveyance of air rights or development
rights
k. - Contract assignment
J. - Option assignment or surrender
m. - Leasehold assignment or surrender n. -
Leasehold grant
o. - Conveyance of an easement p. -
Conveyance for which exemption is
claimed (complete Schedule B. Part II)
q. - Conveyance of property partly within and
partly without the state
r. - Other (describe)
Sch'edule B - Community Preservation Fund
Part I - Computation of Tax Due
1. Enter amount of consideration for thc conveyance (from line I TP584 Schedule B)
2. Allowance (see below)
3. Taxable consideration (subtract line 2 from line 1)
4, 2% Community Preservation Fund (of line 3) make certified cheek payable to SUFFOLK COUNTY CLERK
5, Property not subject to CPF Tax (See Schedule C)
1 0.00
2 0.00
3 0.00
4 0.00
For recording officer's use
Datereceived
Allowance:
East Hampton
Shelter Island
Southampton
$250,000.00 Improved
$250,000.00 Improved
$250,000.00 Improved
$100,000.00 Vacant Land (Unimproved)
$100,000.00 Vacant Land (Unimproved)
$100,000.00 Vacant Land (Unimproved)
Rlverhead $150,000.00 improved $ 75,000.00 Vacant Land (Unimproved)
Southold $150,000.00 Improved $ 75,000.00 Vacant Land (Unimproved)
12*0213.09/01 cg
Schedule C (continued)
Part 11 - Explanation of Exemption Claimed in Part I, line 1 (check any boxes that apply)
The conveyance of real properb/is exempt from the real estate transfer tax for the following reason:
a. Conveyance is to the United Nations, the United States of America, the state of New York or any of their Instrumentalities,
agencies or political subdivisions (or any public corporation, Including a public corporation created pursuant to agreement or
compact with another state or Canada)
b. Conveyance is to secure a debt or other obligation
c. Conveyance is without additional consideration to confirm, correct, modify or supplement a prior conveyance
d. Conveyance of real property is without consideration and not in connection with a sale, including conveyances conveying
realty as bona fide gifts
e. Conveyance is given in connection with a tax sale
f. Conveyance is mere change of identity or form of ownership or organization where there is no change in beneficial ownership.
(This exemption cannot be claimed for a conveyance to a cooperative housing corporation of real property comprising the
cooperative dwelling or dwellings.)
g. Conveyance consists of deed of partition
h. Conveyance is given pursuant to the federal bankruptcy act
Conveyance consists of the execution of a contract to sell real property without the use or occupancy of such property or the
granting of an option to purchase real property without the use or occupancy of such property
j. Conveyance or real property which is subject to restrictions which prohibit the use of the entire property for any purposes
except agriculture, recreation or conservation, pursuant to Section 1449-ee (2) (j) or (k) of Article 31-D of the Tax Law.
(See required Town approval, below)
k. Conveyance of real property for open space, parks, or historic preservation purposes to any not-for-profit tax exempt
corporation operated for conservation, environmental, or historic preservation purposes.
I. Other list explanations in space below (Grandfather/Contract)
m. Conveyance of real property as a primary residence where the grantee is a first-time homebuyer
(attached approved application)
n. Conveyance of real property to a tax exempt, not-for-profit corporation for the purpose of providing affordable housing.
o. The conveyance is approved for an exemption from the Community Preservation Transfer Tax, under Section 1449-ee of
Article 31-D of the Tax law. (Seej in Schedule C)
Town Ar[orney or other designated official
Penalties and Interest
Penalties Interest
Any grantor or grantee failing to file a return or to pay any tax within Daily compounded interest will be charged on the amount of the
the time required shall be subject to a penalty of 10% of the amount tax due not paid within the time required.
of tax due plus an interest penalty of 2% of such amount of each
month of delay or fraction thereof after the expiration of the first
month after such return was required to be filed or the tax became
due. However, the interest penalty shall not exceed 25% in the
aggregate.
Signature (both the grantor(s) and grantee(s) must sign).
The undersigned certif~ that the above return, including any certification, schedule or al/~chment, is to the Best ~f~s/her
Grantee
Fr
Number of pages
TORRENS
Serial #
Certificate #
Prior Cfi. #
Deed. Mortgage Instrument
Page / Filing Fee
Handling
TP-584
Notation
EA-5217 (County)
EA-5217 (State)
R.P.T.S.A.
Comm. of Ed.
Affidavit
Certified Copy
Reg. Copy
Other
[1000 1 065.o0
4 [District [ ~ectton
Real
Property
Tax Service
Agency
Verification
s. 00
5. O0
Deed / Mortgage Tax Stamp
FEES
Sub Total
Sub Total
Grand Total
I t)o OO IfiF.ooo
Safisfacfion/Dis~ges/Release ~st~opertyOwn~s M~lingAd~s
RECORD&RETURNTO:
Martin D. Finnegant Town Attorney
TOWN OF SOUTHOLD
P.O. Box 1179
Southold, NY 11971-0959
Recording / Filing Stmnps
Mortgage AJnt.
1. Basic Tax
2. Additional Tax
Sub Total
Spec. / Assit.
or
Spec. / Add.
TOT. lvlTG TAX
Dual Town Dual County
Held for Appointment
Transfer Tax
Mansion Tax '
The property covered by this motgage is
or will be improved by a one or two
family dwelling only.
YES or NO
If NO, see appropriate tax clause on
,age ~ of this instrument
5 Commtmit~ Preservation Fund
Consideration Amount $ O
CPF Tax Due $ 0
Improved
Vacant Land
Title Company Int'omafion
Co. Name
Title #
s Suffolk County Recording & Endorsement Page
This page fomas part of the atteched Grant of Draina~ ~qt~man.t madeby:
(SPEcm~r TYPE OF INSTRUMF_2qT)
Trust U/A Paul L. Mitchell
TO
The premisis herein is situated in
SUffOLK COUNTY, NEW YORK.
h ~eTowns~pof Southold
In ~e %r~ j
Town of Southold or HAi~iLETof Southold
BOXES 6 THROUGH 8 MIJST BE TYPED OR PRINTED IN BLACK INK ONLY PRIOR TO RECORDING OR
(nvar~