affidavit of residential homestead
TRANSCRIPT
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8/9/2019 Affidavit of Residential Homestead
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THIS IS NOT A COMMERCIAL
FORCLOSURE
IN THE CIRCUIT COURT OF THE
FIFTH JUDICIAL CIRCUIT FLORIDA
IN AND FOR MARION COUNTY
REVERSE MORTGAGE SOLUTIONS, INC.,
CASE NO.: 2013-CA-000115
Plaintiff, 42-2013-CA-000115-AXXX-XX
vs.
Residential Home
Foreclosure
Case
Florida Homestead of Neil J Gillespie
NEIL
J
GILLESPIE AND MARK GILLESPIE
AS CO-TRUSTEES OF THE GILLESPIE
FAMILY LIVING TRUST AGREEMENT
DATED FEBRUARY 10,1997, ET AL.
Defendants.
AFFIDAVIT OF NEIL J GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE
STATE OF FLORIDA )
) SS.:
COUNTY OF MARION )
AFFIDAVIT
BEFORE ME,
this day personally appeared NEIL J GILLESPIE, who upon being duly
sworn deposed upon oath as follows:
I. My name is Neil J. Gillespie. I am over eighteen years of age. This affidavit is given on
personal knowledge unless otherwise expressly stated.
2
I have resided at 8092 SW 115th Loop, Ocala, Marion County, Florida ("the property")
continuously and uninterruptedly since February 9, 2005. On November 17, 2009 I applied for
and received the homestead tax exemption as to the property, that 7013-007-001 is the tax
identification parcel number of this property, which is exempt from levy and execution under
Section 4, Article X of the Florida State Constitution, for the following described property:
Lot(s) I, Block G, OAK RUN WOODSIDE TRACT, according to the Plat thereof as
recorded
in
Plat Book 2 at Page(s) 106 through 112, inclusive of the Public Records of
Marion County, Florida.
Filing # 23497600 E-Filed 02/07/2015 11:56:00 PM
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AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A
COMMERCI L
FORCLOSURE
3. Attached to my affidavit are the following documents in support thereof:
Exhibit 1 - A true and correct copy of the acknowledgment of the Marion County Florida
Property Appraiser dated November 17, 2009 that I filed an original application for homestead
and disability exemption on the property for the taxable year of 2010.
Exhibit 2 - A true and correct copy of my Original Application for Ad Valorem Tax
Exemption received November 17, 2009 by the Marion County Florida Property Appraiser.
Exhibit 3 - A true and correct copy of the current exemption codes used by the Property
Appraiser's Office, including the following relevant to nlY residential homestead property:
Code Type of Exemption
01
Homestead
02 Widow (for Penelope Gillespie in 2009)
35 Disability - civilian
38 Additional 25,000 [Homestead] (does not apply to school levy)
Exhibit 4 - A true and correct copy of the 2009 property tax bill, account R7013-007-001
showing residential homestead (EXCDOI, EXCD38) and widow (EXCD02) exemptions.
Exhibit 5 - A true and correct copy
of
the 2010 property tax bill, account R7013-007-001
showing residential homestead (EXCDOI, EXCD38) and disability (EXCD35) exemptions.
Exhibit 6 - A true and correct copy of the
2011
property tax bill, account R7013-007-001
showing residential homestead (EXCDOl, EXCD38) and disability (EXCD35) exemptions.
Exhibit 7 - A true and correct copy
of
the 2012 property tax bi II account R7013-007-001
showing residential homestead (EXCDOl, EXCD38) and disability (EXCD35) exemptions.
Exhibit 8 - A true and correct copy
of
the 2013 property tax bill, account R7013-007-001
showing residential homestead (EXCDOl, EXCD38) and disability (EXCD35) exemptions.
Exhibit 9 - A true and correct copy
of
the 2014 property tax bill, account R7013-007-001
showing residential homestead (EXCDOI, EXCD38) and disability (EXCD35) exemptions.
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AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A
COMMERCIAL
FORCLOSURE
Exhibit
10
- A true and correct copy
of
the 2015 notice
of
residential exemptions 01/38/35.
Exhibit 11 - A true and correct copy of the property card for the property, tax parcel
7013-007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA, Property
Appraiser, Marion County, FL, December 31,2014 showing exemption codes
01,38,35.
Exhibit 12 - A true and correct copy
of
the property card for the property, tax parcel
7013-007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA, Property
Appraiser, Marion County, FL, January 31, 2015 showing exemption codes
01,38,35.
Exhibit
13
- A true and correct copy of the "FORECLOSURE CASES (HOMESTEAD
PROPERTY) PLAINTIFF/LENDER REQUIRED
2
pages), and states in large font:
FOR
FORECLOSURE CASES
FILED ON
OR
AFTER
SEPTEMBER 15, 2009 :
THE FORM ENTITLED FORECLOSURE CASES
(HOMESTEAD PROPERTY) PLAINTIFF/LENDER
REQUIRED INFORMATION SHEET MUST BE
COMPLETED AND FILED WITH THE CLERK OF
THE COURT AT THE TIME OF FILING THE
INITIAL COMPLAINT AND MUST BE SERVED
UPON THE DEFENDANT/PROPERTY OWNER
PLEASE NOTE THAT MOTIONS FOR FINAL HEARING
SUMM RY
JUDGMENT OR FINAL JUDGMENT WILL
NOT
BE SET
IF
THE
PLAINTIFF H S NOT COMPLIED WITH THIS REQUIREMENT.
*This form
is
available on our website at www.marioncountyclerk.org
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AFFIDAVIT OF NEIL
J
GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCI L FORCLOSURE
Exhibit 14 - A true and correct copy of "FORM 1.997. INSTRUCTIONS FOR
ATTORNEYS COMPLETING CIVIL COVER SHEET", and states, inter alai as follows:
"Plainti ff must file this cover sheet with first paperwork filed
in
the action
or
proceeding..."
II. Type
of
Case.
(Q)
Real property/Mortgage foreclosure - all matters relating to the possession, title, or
boundaries
of
real property. All matters involving foreclosures
or
sales
of
real property,
including foreclosures associated with condominium associations or condominium units.
(R) Commercial foreclosure - all matters relating to the termination of a business owner's
interest in commercial property by a lender to gain title or force a sale to satisfy the
unpaid debt secured by the property. Check the category that includes the estimate of the
amount in controversy of the claim (section 28.241, Florida Statutes).
(S) Homestead residential foreclosure - all matters relating to the termination of a
residential property owner's interest by a lender to gain title or force a sale to satisfy the
unpaid debt secured by the property where the property has been granted a homestead
exemption. Check the category that includes the estimate of the amount in controversy of
the claim (section 28.241, Florida Statutes).
T)
Nonhomestead residential foreclosure - all matters relating to the termination
of
a
residential property owner's interest by a lender to gain title
or
force a sale to satisfy the
unpaid debt secured by the property where the property has not been granted a homestead
exemption. Check the category that includes the estimate
of
the amount in controversy
of
the claim (section 28.241, Florida Statutes).
(AM) Trust litigation - all civil matters involving guardianships, estates,
or
trusts and not
appropriately filed in probate proceedings.
ATTORNEY OR PARTY SIGNATURE. Sign the civil cover sheet. Print legibly the
name of the person signing the civil cover sheet. Attorneys must include a Florida Bar
number. Insert the date the civil cover sheet is signed. Signature is a certif ication that the
filer has provided accurate information on the civil cover sheet.
Exhibit 15 - A true and correct copy of the Plaint iffs Form 1.997 Civil Cover Sheet filed
in this residential homestead foreclosure case no. 13-115-CAT. The Plaintiffs Form 1.997 is
signed by Danielle N. Parsons, Fla. Bar# 0029364. Plaintiffs Form 1.997 wrongly shows
"Commercial foreclosure 550,001 -$249,999" when this is a homestead residential foreclosure.
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AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A
COMMERCI L
FORCLOSURE
Exhibit 16 - A true and correct copy
of
Fla. R. Civ. Pro.
1.1 OO
c)(2).
(2) A civil cover sheet (form 1.997) shall be completed and filed with the clerk at the
time an initial complaint or petition is filed by the party initiating the action.
If
the cover
sheet is not filed, the clerk shall accept the complaint
or
petition for filing; but all
proceedings in the action shall be abated until a properly executed cover sheet is
completed and filed. The clerk shall complete the civil cover sheet for a party appearing
pro see
4. This is my residential homestead property. Any mortgage foreclosure action against my
property
is
therefore a residential mortgage foreclosure, and not a comnlercial foreclosure.
5. The
Plaintiffs
Form 1.997 Civil Cover Sheet is not properly executed as required by
Rule
1.1
OO
c)(2): ...all proceedings in the action shall be abated until a properly executed cover
sheet is completed and filed.
6. Gregory C. Harrell, General Counsel to David R. Ellspermann, Marion County Clerk
of
Court & Comptroller, contends the Clerk has no ministerial duty under Rule
1.1
OO c)(2) and the
Plaintiffs
improperly executed and filed Form 1.997 Civil Cover Sheet in this case 13-115-CAT.
FURTHER
AFFIANT SAYETH NOT, 2
The foregoing instrument was acknowledged before me, this 6th day
of
February, 2015,
by Neil J. Gillespie, who is personally known to me, or who has produced as
identification and states that he is the person who made this affidavit and that its contents are
truthful to the best
of
his knowledge, information and belief.
E I J _
(SEAL)
om ,
EE
19161
NOTARY PUBLIC
xpRs JlI18 6,
2016
. . . . . . . .. . ,
. . . . . . . .
- . a J t "
Print Name
of
Notary Public
My Commission Expires: _
5
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APPENDIX OF EXHIBITS - Page 1
February 7, 2015
AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE
Exhibit 1 A true and correct copy of the acknowledgment of the Marion County FloridaProperty Appraiser dated November 17, 2009 that I filed an original applicationfor homestead, disability exemption on the property for the taxable year of 2010.
Exhibit 2 A true and correct copy of my Original Application for Ad Valorem TaxExemption November 17, 2009 by the Marion County Property Appraiser.
Exhibit 3 A true and correct copy of the current exemption codes used by the PropertyAppraiser's Office
Exhibit 4 A true and correct copy of the 2009 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and widow (EXCD02) exemptions.
Exhibit 5 A true and correct copy of the 2010 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.
Exhibit 6 A true and correct copy of the 2011 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.
Exhibit 7 A true and correct copy of the 2012 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.
Exhibit 8 A true and correct copy of the 2013 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.
Exhibit 9 A true and correct copy of the 2014 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.
Exhibit 10 A true and correct copy of the 2015 notice of residential exemptions 01/38/35.
Exhibit 11 A true and correct copy of the property card for the property, tax parcel 7013-007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA,
Property Appraiser, Marion County, FL, December 31, 2014 showing exemptioncodes 01, 38, 35.
Exhibit 12 A true and correct copy of the property card for the property, tax parcel 7013-007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA,Property Appraiser, Marion County, FL, January 31, 2015 showing exemptioncodes 01, 38, 35.
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APPENDIX OF EXHIBITS - Page 2
February 7, 2015
AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE
Exhibit 13 A true and correct copy of the “FORECLOSURE CASES (HOMESTEADPROPERTY) PLAINTIFF/LENDER REQUIRED Information Sheet (2 pages).
Exhibit 14 A true and correct copy of “FORM 1.997. INSTRUCTIONS FOR ATTORNEYSCOMPLETING CIVIL COVER SHEET”
Exhibit 15 A true and correct copy of the Plaintiff’s Form 1.997 Civil Cover Sheet filed inthis residential homestead foreclosure case no. 13-115-CAT. The Plaintiff’s Form1.997 is signed by Danielle N. Parsons, Fla. Bar# 0029364. Plaintiff’s Form 1.997wrongly shows “Commercial foreclosure 550,001 -$249,999” when this is a
homestead residential foreclosure.
Exhibit 16 A true and correct copy of Fla. R. Civ. Pro. 1.100(c)(2).
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IN THE CIRCUIT COURT OF THE
FIFTH JUDICIAL CIRCUIT OF FLORIDA
IN AND
FOR
MARION COUNTY
CASE NO.: 2013-115-CAT
REVERSE MORTGAGE SOLUTIONS, INC.,
Plaintiff,
vs.
. ....
NEIL
J
GILLESPIE AND
MARK
GILLESPIE
I
AS CO-TRUSTEES OF THE GILLESPIE
C- ,
.-
--J
i
FAMILY LIVING TRUST AGREEMENT
(
--
DATED FEBRUARY 10, 1997, et aI.,
w
..
Defendants.
N
NOTICE OF FILING NOTICE OF HOMESTEAD OF NEIL J GILLESPIE
PLEASE TAKE NOTICE that Defendants, NEIL J GILLESPIE, and NEIL J.
GILLESPIE CO-TRUSTEE OF THE GILLESPIE FAMILY LIVING TRUST AGREEMENT
DATED FEBRUARY 10, 1997, in the above action, have today filed a Notice of Homestead for
NEIL J GILLESPIE and the subject property, a certified copy of which is attached hereto.
DATED February
7 2013.
CERTIFICATE OF SERVICE
I HEREBY CERTIFY that I have furnished a true and correct copy of the foregoing to
Danielle N. Parsons, Esq., McCalla Raymer LLC, 225
E
Robinson
S1
Suite 660, Orlando, FL
32801, [email protected]; via email today February
7 2013
and to parties on the
attached Service List
by
email as provided. No other party was served.
NEIL
J
GILLESPIE
8092 SW 115th Loop
Ocala, Florida 34481
Email: [email protected]
Phone: 352-854-7807
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SERVICE LIST
Danielle N. Parsons
McCalla Raymer, LLC
225
E.
Robinson
S1.
Suite 660
Orlando, L 32801
Oak Run Homeowners Association, Inc.
Robert A. Stermer, Esq., Registered Agent
7480 SW Highway 200
Ocala, FL 34476
Primary Email: [email protected]
Secondary Email: [email protected]
United States
of
America, on behalfof the
Secretary
of
Housing and Urban Development
400 N. Tampa S1. Suite 3200
Tampa, L 33602
Tiffany Caparas, Esq.
111 N. Magnolia Ave., Suite 1600
Orlando, L 32801
Primary Email: [email protected]
Secondary Email: [email protected]
Mark Gillespie
7504 Summer Meadows Drive
F1. Worth, TX 76123
Email: [email protected]
1
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Certificate of Service
February 7, 2015
I certify that the foregoing documents, captioned below,
AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEADTHIS IS NOT A COMMERCIAL FORCLOSURE; and
NOTICE OF FILING NOTICE OF HOMESTEAD OF NEIL J. GILLESPIE, initially
filed in this HECM foreclosure case on February 7, 2013 - two years ago today - and now
incorporated today with my Affidavit of Residential Homestead,
were furnished February 7, 2015 through the Florida Courts E-Filing Portal to the names shown
below on this Certificate of Service. In addition, the Portal’s Notice of Service of Court
Documents shows additional E-service recipients selected for service .
Mr. Curtis Wilson, Esq. Ms. Colleen Murphy Davis, AUSAMcCalla Raymer, LLC 400 N. Tampa Street, Suite 3200
225 E. Robinson Street, Ste. 660 Tampa, FL 33602
Orlando, FL 32801 Email: [email protected]
Email: [email protected] [email protected]
Oak Run Homeowners Association, Development & Construction Corporation of America,
Inc., (“ORHA”) c/o Carol Olson, Vice President of Administration,
c/o ORHA Board of Directors and Secretary-Treasurer, for RA Priya Ghumman
11665 SW 72ND CIRCLE 10983 SW 89 Avenue
OCALA, FL 34476 Ocala, FL 34481Email: [email protected] Email: [email protected]
Neil J. Gillespie and Mark Gillespie as Co-Trustees of the Gillespie Family Living Trust
Agreement dated February 10, 1997
8092 SW 115th Loop
Ocala, FL 34481
Email: [email protected]
Email: [email protected]
Neil J. Gillespie Mark Gillespie
8092 SW 115th Loop 7504 Summer Meadows DriveOcala, FL 34481 Ft. Worth, TX 76123
Email: [email protected] Email: [email protected]
Unknown spouse of Mark Gillespie n/k/a Joetta Gillespie
7504 Summer Meadows Drive
Ft. Worth, TX 76123
Email: [email protected]
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AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE,
2
Unknown Settlors/Beneficiaries of The Gillespie Family Living Trust Agreement dated
February 10, 1997
8092 SW 115th Loop
Ocala, FL 34481
Email: [email protected]
Elizabeth Bauerle n/k/a Elizabeth Bidwood Unknown spouse of Elizabeth Bauerle
7504 Summer Meadow Drive 6356 SW 106th Place
Ft. Worth, TX 76123 Ocala, FL 34476
Email: [email protected] Email: [email protected]
RESPECTFULLY SUBMITTED February 7, 2015.
NEIL J. GILLESPIE, individually, and as former Trustee (F.S. Ch. 736 Part III) of theTerminated Gillespie Family Living Trust Agreement dated February 10, 1997.
8092 SW 115th Loop
Ocala, Florida 34481
Phone: 352-854-7807
Email: [email protected]
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APPENDIX OF EXHIBITS - Page 1
February 7, 2015
AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE
Exhibit 1 A true and correct copy of the acknowledgment of the Marion County FloridaProperty Appraiser dated November 17, 2009 that I filed an original applicationfor homestead, disability exemption on the property for the taxable year of 2010.
Exhibit 2 A true and correct copy of my Original Application for Ad Valorem TaxExemption November 17, 2009 by the Marion County Property Appraiser.
Exhibit 3 A true and correct copy of the current exemption codes used by the PropertyAppraiser's Office
Exhibit 4 A true and correct copy of the 2009 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and widow (EXCD02) exemptions.
Exhibit 5 A true and correct copy of the 2010 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.
Exhibit 6 A true and correct copy of the 2011 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.
Exhibit 7 A true and correct copy of the 2012 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.
Exhibit 8 A true and correct copy of the 2013 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.
Exhibit 9 A true and correct copy of the 2014 property tax bill, account R7013-007-001residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.
Exhibit 10 A true and correct copy of the 2015 notice of residential exemptions 01/38/35.
Exhibit 11 A true and correct copy of the property card for the property, tax parcel 7013-007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA,
Property Appraiser, Marion County, FL, December 31, 2014 showing exemptioncodes 01, 38, 35.
Exhibit 12 A true and correct copy of the property card for the property, tax parcel 7013-007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA,Property Appraiser, Marion County, FL, January 31, 2015 showing exemptioncodes 01, 38, 35.
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APPENDIX OF EXHIBITS - Page 2
February 7, 2015
AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE
Exhibit 13 A true and correct copy of the “FORECLOSURE CASES (HOMESTEADPROPERTY) PLAINTIFF/LENDER REQUIRED Information Sheet (2 pages).
Exhibit 14 A true and correct copy of “FORM 1.997. INSTRUCTIONS FOR ATTORNEYSCOMPLETING CIVIL COVER SHEET”
Exhibit 15 A true and correct copy of the Plaintiff’s Form 1.997 Civil Cover Sheet filed inthis residential homestead foreclosure case no. 13-115-CAT. The Plaintiff’s Form1.997 is signed by Danielle N. Parsons, Fla. Bar# 0029364. Plaintiff’s Form 1.997wrongly shows “Commercial foreclosure 550,001 -$249,999” when this is a
homestead residential foreclosure.
Exhibit 16 A true and correct copy of Fla. R. Civ. Pro. 1.100(c)(2).
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VILLIE M. SMITH, CFA, ASA
PROPERTY
APPRAISER
MARION
COUNTY FLORIDA
Date L..../L.... I JJ1L..... f J · ~ . . . 1
RE: It (3
-
C ~ · · ] · · 1 _
Parcel Number, Description or OR Book and Page
This is to acknowledge that I/we have filed an original application for
h(J2ioead
-/- /iL ,/,
exemption on the property as described above for the taxable year
of -
•
This exemption will be entered on records of the Property Appraiser and an exemption
receipt will be mailed to me in January of the applicable year to the address which I
have given today.
At that time, it is my duty to notify immediately the Property Appraiser jf any change has
occurred that makes me ineligible for the exemption on the property.
FAILURE TO DO SO
MAY
RESULT IN BACK TAXES AND/OR A PENALTV.
I AM FULLY AWARE THAT THIS APPLICATION DOES NOT APPLY TO THE
clX(/ TAX YEAR.
(
/
Property Owner/Applicant Signature
501
S.E. 25th AVENUE • P.O. BOX 486 •
OCALA,
FL
34478-0486 • 352) 368-8300 • FAX 352) 368-8336
1
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Florida
Department
of Revenue
OD
R
IOriginalApplicationfor Ad Valorem Tax Exemptionl
MarionCounty,Florida
TaxYear2010
Change_Addit ional_ PropertyIdentificationNumber 7013-007-001
Permanent Floridaresidencyrequired
as
of
January 1
and Address:
GILLESPIEFAMILYTRUST
P
&
N J
&
MGILLESPIETRUSTEES
$25,000Homesteadexemption*(seeadditionalinfonnation)
8092SW115THLOOP
8192
2
$500Widow"sexemption
OCALAFL344813567
,,-co \1
1
~ ~ \ $500Widower'sexemption
Situs:008092SW115THLOOP
Jt'P f\ $500
Disabilityexemption
J . \
0 '
' 500
Blindpersonsexemption
16 RGE20
~ ~ ~ ~ ~ e l >5000
DisabledVeteran
I
e C e , , . ) ~ ~ ~ ~ t t
Irotaland
penn
anentdisabilityexemptions-- Quadriplegics
o ~
\ ~ { \ . ~ ~ ~ ~ \ > .4 fj(Documentation
required)
~ V o ~ ~ t ~ ~ I
Serviceconnectedtotaland
pennanent
disabilityexemption
1
•
(Documentationrequired)
.98... Exemptionfordisabledveteransconfined
to
wheelchairs
160-52-51170
. r ,
-
(Documentationrequired)
- Totalandpennanentdisabilityexemption
(Documentationrequired)
OwnerSocialSecurityNo:
* If youwishtoapplyforanadditionalhomesteadexemption
Note:Disclosure
of your
socialsecuritynumber
is
mandatory.
It
isrequiredby
enactedbylocalordinanceforpersonsage65andolderyoumust
file
fonn
DR-501SC.However,youmusteitherreceive,orapply
identityinfonnation,homesteadexemptioninfonnationsubmitted
to
property
for,theregularhomesteadtogetthe65andolderadditional
of Revenue.
homesteadexemption.
If
youhavealreadyreceivedregular
Single 0 Married
homesteadexemption,youdonotneed
to
fileanother
fonn
DR-50
I
o Widow 0 Divorced 0 Widower
Ownershipinformation
0 Yes
year'saddress: LIVED
HERE
SINCE05
~
Percentof ownership
Recorded:Book
Daterecorded//
0
Type
of
deed
Page
Dateof deed
00/0
of
residence
for
of eachownernot
of
Florida
of occupancy
Owner
NEIL
JOSEPH
ONPROPERTY
00/00/1996
00/00/2005
G421-630-56-099-0 10/09/2009
Spouse Other owner
if nota
V S
citizen)
of
domicile
of birth
X425LT
MC
CITZ
03/19/1956
DISABLED
SAME
to detenninemyeligibilityfortheexemption(s)appliedfor.
NOTE:
If
allinformation
is
your applicationwillbeprocessedforwhateverexemptionsyouqualifyfor
at that
date.Iherebymakeapplicationforthe
of
theState
of
FloridaandIownandoccupy
of
claiminghomesteadexemptionisguiltyof amisdemeanor
of
thefirstdegree,punishablebya
tenn
of imprisonmentnotexceeding1ye
of perjury,IdeclarethatIhavereadtheforegoingapplicationandthefactsinitaretrue.
ignatureof Co-Applicant
Signature0eputy
H-352-854-7807W-NA DANIELLEBRADLEY
Phonenumber
Enteredby
2
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This application must be filed with the property appraiser on or before March 1st
The information contained in this application wi ll be provided to the Department of Revenue and the Depart-
ment and/or the property appraisers are authorized to provide this information to any state in which the
applicant has previously resided, pursuant
to
196.121, Florida Statutes. Social Security Numbers wil l
remain confidential pursuant
to
sections 193.114(6) and 193.074, Florida Statutes.
Notice: A tax lien can be Imposed on your
property pursuant
to
196.161, Florida Statutes.
Section 196.161 (1) provides:
(1) (a) When the estate of any person is being probated or administered
in
another state under an allegation that such person was a resident of that state and the
estate of such person contains real property situate
in
this state upon which
homestead exemption has been allowed pursuant to
s
196.031 for any year or years
within 10 years immediately prior to the de thof the d e c ~ s e d then within 3 years
,,...
after the death of such person the property appraiser of the county where the real
property is located shall, upon knowledge of such fact, record a notice of tax lien
against the property among the public records of that county, and the property shall be
subject to the payment of all taxes exempt thereunder, a penalty of 50 percent of the
unpaid taxes for each year, plus 15 percent interest per year, unless the circuit court
having jurisdiction over the ancillary administration
in
this state, determines that the
decedent was a permanent resident of this state during the year
or
years an
exemption was allowed, whereupon the lien shall not be filed or,
if
filed, shall be
canceled of record by the property appraiser of the county where the real estate is
located. (b) In addition, upon determination by the property appraiser that for any
year or years within the prior 10 years a person who was not entitled to a homestead
exemption was granted a homestead exemption from ad valorem taxes, it shall be the
duty of the property appraiser making such determination to serve upon the owner a
notice of intent to record
in
the public records of the county a notice of tax lien against
any property owned by that person
in
the county, and such property shall be identified
in
the notice of tax lien. Such property which is situated
in
this state shall be subject to
the taxes exempted thereby, plus a penalty of 50 percent of the unpaid taxes for each
year and 15 percent interest per annum. However, if a homestead exemption is
improperly granted as a result of a clerical mistake or omission by the property
appraiser, the person improperly receiving the exemption shall not be assessed
penalty and interest. Before any such lien may be filed, the owner so notified must be
given 30 days to pay the taxes, penalties, and interest.
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EXEMPTION CODES
These are the current exemption codes used by the Property Appraiser's Office.
CODE TYPE OF EXEMPTI ON
01 HOMESTEAD02 WI DOW03 DI SABI LI TY - 5000 DI SABI LI TY VET
04 DI SABI LI TY - PARAPLEGI C TOTAL05 PARTI AL EXEMPTI ON09 WI DOWER10 RELI GI OUS11 SCHOOL12 NON PROFI T13 CEMETERY14 COUNTY
15 MUNI CI PALI TY 16 STATE
17 FEDERAL18 I MMUNE
19 MURPHY LANDS ( f orecl osed by Stat e of Fl or i da)20 I NTERNAL I MPROVEMENT FUND23 HOSPI TAL24 VETERAN- TOTAL25 COUNTY- LANDS AVAI LABLE26 CI VI LI AN- TOTAL31 TANGI BLE
35 DI SABI LI TY - CI VI LI AN 36 DI SABI LI TY - BLI ND37 MULTI PLE HOMESTEAD38 ADDI TI ONAL 25, 000 ( DOES NOT APPLY TO SCHOOL LEVY)40 AFFORDABLE HOUSI NG
50 CONSERVATI ON - FULL 51 CONSERVATI ON - 50% 65 SENI OR EXEMPTI ON 66 COMBAT VETERANS 67 GRANNY FLATS
These are the current classification codes used by the Property Appraiser's Office.
CODE TYPE OF CLASSI FI CATI ON
07 LI FE ESTATE08 AGRI CULTURALN8 *NEW AGRI CULTURAL
21 CONDOMI NI UM/ ASSOCI ATI ON DECLARATI ON
You have r eached t he bot t om of t he Exempt i on Codes page.
http://216.255.243.131/EXCDH
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George Albright Marion CountyREAL ESTATE
Ad Valorem Taxes
ACCOUNT NUMBER: R7013- 007- 001 2009 TAX DISTRICT: 9002 ASSESSED VALUE: 68, 653 EXEMPTIONS: * SEE BELOW * TAXABLE VALUE: 24, 500TAXING AUTHORITY MILLAGE ASSESSED EXEMPTIONS TAXABLE TAXES
COUNTY GENERAL COUNTY 3. 1300 68, 653 44, 153 24, 500 76. 69 FI NE & FORFEI TURE . 5600 68, 653 44, 153 24, 500 13. 72 PARKS . 0900 68, 653 44, 153 24, 500 2. 21 COUNTY HEALTH . 1200 68, 653 44, 153 24, 500 2. 94SCHOOL SCHOOL R. L. E. 5. 2300 68, 653 25, 500 43, 153 225. 69 SCHOOL DI SCRETI ONARY . 7480 68, 653 25, 500 43, 153 32. 28 SCHOOL CAPI TAL I MPR 1. 5000 68, 653 25, 500 43, 153 64. 73WATER WI THLACOOCHEE RI VER BASI N . 2308 68, 653 44, 153 24, 500 5. 65 SWF WATER MANAGEMENT DI ST . 3866 68, 653 44, 153 24, 500 9. 47CNTYMSTU MSTU LAW ENFORCEMENT 2. 3300 68, 653 44, 153 24, 500 57. 09 MSTU EMER MED SERVI CE . 8300 68, 653 44, 153 24, 500 20. 34EXEMPTI ON: EXCD01 25, 000 EXCD38 18, 653 EXCD02 500 15. 15540 510. 81
Non-Ad Valorem AssessmentsLEVYING AUTHORITY PURPOSE RATES/BASIS AMOUNT
X520 COUNTY WI DE FI RE RESI DENTI AL PER ASMT UNI T 165. 99 X550 COUNTY WI DE WASTE RESI DENTI AL PER ASMT UNI T 87. 00 X560 COUNTY WI DE CLEAN WATER PER ASMT UNI T 10. 57 NON AD VALOREM ASSESSMENTS: 263. 56 COMBI NED TAXES & ASSESSMENTS TOTAL: 774. 37 R7013- 007- 001 2009 GI LLESPI E FAMI LY TRUST
P & N J & M GI LLESPI E TRUSTEES 8092 SW 115TH LOOP ** * PAI D ** * PAI D ** * PAI D ** * OCALA, FL 34481- 3567 11/ 12/ 09 PERI OD 01NOV 30, 2009 DEC 31, 2009 J AN 31, 2010 FEB 28, 2010 MAR 31, 2010 Past Due Apr 1 743. 40 751. 14 758. 88 766. 63 774. 37 797. 60Geor ge Al br i ght Mar i on Count yREAL ESTATE
NOV 30, 2009 DEC 31, 2009 J AN 31, 2010 FEB 28, 2010 MAR 31, 2010 Past Due Apr 1 743. 40 751. 14 758. 88 766. 63 774. 37 797. 60
EX-TYPE ESCROW MILLAGE TAXES LEVIED REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTI ONS TAXES 510. 81 Geor ge Al br i ght MARKET VALU 103, 697 SP. ASMT 263. 56 503 SE 25TH AVENUE ASSESSMENT 68, 653 Ocal a Fl 34471 TAXABLE 24, 500 EXCD01 25, 000 36 16 20 EXCD02 500 SEC 36 TWP 16 RGE 20 PLAT BOOK 2
EXCD38 18, 653 PAGE 106 OAK RUN WOODSI DE TRACT BLK G LOT 1 R7013- 007- 001 2009 GI LLESPI E FAMI LY TRUST ** * PAI D ** * PAI D ** * PAI D ** * P & N J & M GI LLESPI E TRUSTEES 11/ 12/ 09 PERI OD 01 8092 SW 115TH LOOP 998- 2009- 2013786. 0001 OCALA, FL 34481- 3567 $743. 40 CK
https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2009&Ac
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George Albright Marion CountyREAL ESTATE
Ad Valorem Taxes
ACCOUNT NUMBER: R7013- 007- 001 2010 TAX DISTRICT: 9002 ASSESSED VALUE: 91, 057 EXEMPTIONS: * SEE BELOW * TAXABLE VALUE: 40, 557TAXING AUTHORITY MILLAGE ASSESSED EXEMPTIONS TAXABLE TAXES
COUNTY GENERAL COUNTY 3. 1900 91, 057 50, 500 40, 557 129. 38 FI NE & FORFEI TURE . 5300 91, 057 50, 500 40, 557 21. 50 PARKS . 0500 91, 057 50, 500 40, 557 2. 03 COUNTY HEALTH . 1200 91, 057 50, 500 40, 557 4. 87SCHOOL SCHOOL R. L. E. 5. 2390 91, 057 25, 500 65, 557 343. 45 SCHOOL DI SCRETI ONARY . 7480 91, 057 25, 500 65, 557 49. 04 SCHOOL CAPI TAL I MPR 1. 5000 91, 057 25, 500 65, 557 98. 34WATER WI THLACOOCHEE RI VER BASI N . 2308 91, 057 50, 500 40, 557 9. 36 SWF WATER MANAGEMENT DI ST . 3770 91, 057 50, 500 40, 557 15. 29CNTYMSTU MSTU LAW ENFORCEMENT 2. 8100 91, 057 50, 500 40, 557 113. 97 MSTU EMER MED SERVI CE . 8300 91, 057 50, 500 40, 557 33. 66EXEMPTI ON: EXCD01 25, 000 EXCD35 500 EXCD38 25, 000 15. 62480 820. 89
Non-Ad Valorem AssessmentsLEVYING AUTHORITY PURPOSE RATES/BASIS AMOUNT
X520 COUNTY WI DE FI RE RESI DENTI AL PER ASMT UNI T 165. 99 X550 COUNTY WI DE WASTE RESI DENTI AL PER ASMT UNI T 87. 00 X560 COUNTY WI DE CLEAN WATER PER ASMT UNI T 10. 57 NON AD VALOREM ASSESSMENTS: 263. 56 COMBI NED TAXES & ASSESSMENTS TOTAL: 1, 084. 45 R7013- 007- 001 2010 GI LLESPI E FAMI LY TRUST
GI LLESPI E NEI L J TR 8092 SW 115TH LOOP ** * PAI D ** * PAI D ** * PAI D ** * OCALA, FL 34481- 3567 03/ 29/ 11 PERI OD 05MAR 31, 2011 APR 30, 2011 MAY 31, 2011 CERTI FI ED FUNDS PAST DUE ON 1, 084. 45 1, 116. 98 1, 116. 98 AFTER APRI L 30 2011 APR 1, 2011Geor ge Al br i ght Mar i on Count yREAL ESTATE
MAR 31, 2011 APR 30, 2011 MAY 31, 2011 CERTI FI ED FUNDS PAST DUE ON 1, 084. 45 1, 116. 98 1, 116. 98 AFTER APRI L 30 2011 APR 1, 2011
EX-TYPE ESCROW MILLAGE TAXES LEVIED REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTI ONS TAXES 820. 89 Geor ge Al br i ght ASSESSMENT 91, 057 SP. ASMT 263. 56 503 SE 25TH AVENUE TAXABLE 40, 557 Ocal a Fl 34471 EXCD01 25, 000 EXCD38 25, 000 36 16 20 EXCD35 500 SEC 36 TWP 16 RGE 20 PLAT BOOK
002 PAGE 106 OAK RUN WOODSI DE TRACT BLK G LOT 1 R7013- 007- 001 2010 GI LLESPI E FAMI LY TRUST ** * PAI D ** * PAI D ** * PAI D ** * GI LLESPI E NEI L J TR 03/ 29/ 11 PERI OD 05 8092 SW 115TH LOOP 995- 2010- 0031942. 0001 OCALA, FL 34481- 3567 $1, 084. 45 CH
https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2010&Ac
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George Albright Marion CountyREAL ESTATE REMINDER
Ad Valorem Taxes
ACCOUNT NUMBER: R7013- 007- 001 2011 TAX DISTRICT: 9002 ASSESSED VALUE: 85, 564 EXEMPTIONS: * SEE BELOW * TAXABLE VALUE: 35, 064TAXING AUTHORITY MILLAGE ASSESSED EXEMPTIONS TAXABLE TAXES
COUNTY GENERAL COUNTY 3. 1900 85, 564 50, 500 35, 064 111. 85 FI NE & FORFEI TURE . 5300 85, 564 50, 500 35, 064 18. 58 PARKS . 0500 85, 564 50, 500 35, 064 1. 75 COUNTY HEALTH . 1200 85, 564 50, 500 35, 064 4. 21SCHOOL SCHOOL R. L. E. 5. 4600 85, 564 25, 500 60, 064 327. 95 SCHOOL DI SCRETI ONARY . 7480 85, 564 25, 500 60, 064 44. 93 SCHOOL CAPI TAL I MPR 1. 5000 85, 564 25, 500 60, 064 90. 10WATER SWF WATER MANAGEMENT DI ST . 3928 85, 564 50, 500 35, 064 13. 77CNTYMSTU MSTU LAW ENFORCEMENT 2. 8100 85, 564 50, 500 35, 064 98. 53 MSTU EMER MED SERVI CE . 7700 85, 564 50, 500 35, 064 27. 00EXEMPTI ON: EXCD01 25, 000 EXCD35 500 EXCD38 25, 000 15. 57080 738. 67
Non-Ad Valorem AssessmentsLEVYING AUTHORITY PURPOSE RATES/BASIS AMOUNT
X520 COUNTY WI DE FI RE RESI DENTI AL PER ASMT UNI T 165. 99 X550 COUNTY WI DE WASTE RESI DENTI AL PER ASMT UNI T 87. 00 X560 COUNTY WI DE CLEAN WATER PER ASMT UNI T 10. 57 NON AD VALOREM ASSESSMENTS: 263. 56 COMBI NED TAXES & ASSESSMENTS TOTAL: 1, 002. 23 R7013- 007- 001 2011 GI LLESPI E FAMI LY TRUST GI LLESPI E NEI L J TR
8092 SW 115TH LOOP ** * PAI D ** * PAI D ** * PAI D ** * OCALA, FL 34481- 3567 04/ 03/ 12 PERI OD 06APR 30 2012 MAY 31 2012 ONLY CERTI FI ED FUNDS PAST DUE ON 1, 032. 30 1, 032. 30 ACCEPTED AFTER APRI L 30 2012 APR 1 2012Geor ge Al br i ght Mar i on Count yREAL ESTATE REMI NDER
APR 30 2012 MAY 31 2012 ONLY CERTI FI ED FUNDS PAST DUE ON 1, 032. 30 1, 032. 30 ACCEPTED AFTER APRI L 30 2012 APR 1 2012
EX-TYPE ESCROW MILLAGE TAXES LEVIED REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTI ONS TAXES 738. 67 Geor ge Al br i ght ASSESSMENT 85, 564 SP. ASMT 263. 56 503 SE 25TH AVENUE TAXABLE 35, 064 I NT. 3. 0 30. 07 Ocal a Fl 34471 EXCD01 25, 000 EXCD38 25, 000 36 16 20 EXCD35 500 SEC 36 TWP 16 RGE 20 PLAT BOOK 002 PAGE 106 OAK RUN WOODSI DE
TRACT BLK G LOT 1 R7013- 007- 001 2011 GI LLESPI E FAMI LY TRUST ** * PAI D ** * PAI D ** * PAI D ** * GI LLESPI E NEI L J TR 04/ 03/ 12 PERI OD 06 8092 SW 115TH LOOP 995- 2011- 0046183. 0001 OCALA, FL 34481- 3567 $1, 032. 30 CC
https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2011&Ac
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George Albright Marion CountyREAL ESTATE
Ad Valorem Taxes
ACCOUNT NUMBER: R7013- 007- 001 2012 TAX DISTRICT: 9002 ASSESSED VALUE: 78, 675 EXEMPTIONS: * SEE BELOW * TAXABLE VALUE: 28, 175TAXING AUTHORITY MILLAGE ASSESSED EXEMPTIONS TAXABLE TAXES
COUNTY GENERAL COUNTY 3. 1900 78, 675 50, 500 28, 175 89. 88 FI NE & FORFEI TURE . 5300 78, 675 50, 500 28, 175 14. 93 PARKS . 0500 78, 675 50, 500 28, 175 1. 41 COUNTY HEALTH . 1200 78, 675 50, 500 28, 175 3. 38SCHOOL SCHOOL R. L. E. 5. 4230 78, 675 25, 500 53, 175 288. 37 SCHOOL DI SCRETI ONARY . 7480 78, 675 25, 500 53, 175 39. 77 SCHOOL CAPI TAL I MPR 1. 5000 78, 675 25, 500 53, 175 79. 76WATER SWF WATER MANAGEMENT DI ST . 3928 78, 675 50, 500 28, 175 11. 07CNTYMSTU MSTU LAW ENFORCEMENT 2. 8100 78, 675 50, 500 28, 175 79. 17 MSTU EMER MED SERVI CE . 7700 78, 675 50, 500 28, 175 21. 69EXEMPTI ON: EXCD01 25, 000 EXCD35 500 EXCD38 25, 000 15. 53380 629. 43
Non-Ad Valorem AssessmentsLEVYING AUTHORITY PURPOSE RATES/BASIS AMOUNT
X520 COUNTY WI DE FI RE RESI DENTI AL PER ASMT UNI T 165. 99 X550 COUNTY WI DE WASTE RESI DENTI AL PER ASMT UNI T 87. 00 X560 COUNTY WI DE CLEAN WATER PER ASMT UNI T 10. 57 NON AD VALOREM ASSESSMENTS: 263. 56 COMBI NED TAXES & ASSESSMENTS TOTAL: 892. 99 R7013- 007- 001 2012 GI LLESPI E FAMI LY TRUST GI LLESPI E NEI L J TR
8092 SW 115TH LOOP ** * PAI D ** * PAI D ** * PAI D ** * OCALA, FL 34481- 3567 03/ 28/ 13 PERI OD 05MAR 31 2013 APR 30 2013 MAY 31 2013 CERTI FI ED FUNDS PAST DUE ON 892. 99 919. 78 919. 78 AFTER APRI L 30 2013 APRI L 1 2013Geor ge Al br i ght Mar i on Count yREAL ESTATE
MAR 31 2013 APR 30 2013 MAY 31 2013 CERTI FI ED FUNDS PAST DUE ON 892. 99 919. 78 919. 78 AFTER APRI L 30 2013 APRI L 1 2013
EX-TYPE ESCROW MILLAGE TAXES LEVIED REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTI ONS TAXES 629. 43 Geor ge Al br i ght ASSESSMENT 78, 675 SP. ASMT 263. 56 503 SE 25TH AVENUE TAXABLE 28, 175 Ocal a Fl 34471 EXCD01 25, 000 EXCD38 25, 000 36 16 20 EXCD35 500 SEC 36 TWP 16 RGE 20 PLAT BOOK 002 PAGE 106 OAK RUN WOODSI DE
TRACT BLK G LOT 1 R7013- 007- 001 2012 GI LLESPI E FAMI LY TRUST ** * PAI D ** * PAI D ** * PAI D ** * GI LLESPI E NEI L J TR 03/ 28/ 13 PERI OD 05 8092 SW 115TH LOOP 995- 2012- 0064088. 0001 OCALA, FL 34481- 3567 $892. 99 CH
https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2012&Ac
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George Albright Marion CountyREAL ESTATE
Ad Valorem Taxes
ACCOUNT NUMBER: R7013- 007- 001 2013 TAX DISTRICT: 9002 ASSESSED VALUE: 74, 730 EXEMPTIONS: * SEE BELOW * TAXABLE VALUE: 24, 500TAXING AUTHORITY MILLAGE ASSESSED EXEMPTIONS TAXABLE TAXES
COUNTY GENERAL COUNTY 3. 1900 74, 730 50, 230 24, 500 78. 16 FI NE & FORFEI TURE . 5300 74, 730 50, 230 24, 500 12. 99 PARKS . 0600 74, 730 50, 230 24, 500 1. 47 COUNTY HEALTH . 1200 74, 730 50, 230 24, 500 2. 94SCHOOL SCHOOL R. L. E. 5. 0910 74, 730 25, 500 49, 230 250. 63 SCHOOL DI SCRETI ONARY . 7480 74, 730 25, 500 49, 230 36. 82 SCHOOL CAPI TAL I MPR 1. 5000 74, 730 25, 500 49, 230 73. 85WATER SWF WATER MANAGEMENT DI ST . 3818 74, 730 50, 230 24, 500 9. 35CNTYMSTU MSTU LAW ENFORCEMENT 3. 2100 74, 730 50, 230 24, 500 78. 65 MSTU EMER MED SERVI CE . 7700 74, 730 50, 230 24, 500 18. 87EXEMPTI ON: EXCD01 25, 000 EXCD35 500 EXCD38 24, 730 15. 60080 563. 73
Non-Ad Valorem AssessmentsLEVYING AUTHORITY PURPOSE RATES/BASIS AMOUNT
X520 COUNTY WI DE FI RE RESI DENTI AL PER ASMT UNI T 165. 99 X550 COUNTY WI DE WASTE RESI DENTI AL PER ASMT UNI T 87. 00 X560 COUNTY WI DE CLEANWATER PER ASMT UNI T 10. 57 NON AD VALOREM ASSESSMENTS: 263. 56 COMBI NED TAXES & ASSESSMENTS TOTAL: 827. 29 R7013- 007- 001 2013 GI LLESPI E FAMI LY TRUST GI LLESPI E NEI L J TR
8092 SW 115TH LOOP ** * PAI D ** * PAI D ** * PAI D ** * OCALA, FL 34481- 3567 01/ 17/ 14 PERI OD 03 J AN 31 2014 FEB 28 2014 MAR 31 2014 APR 30 2014 PAST DUE ON 810. 74 819. 02 827. 29 852. 11 APRI L 1 2014Geor ge Al br i ght Mar i on Count yREAL ESTATE
J AN 31 2014 FEB 28 2014 MAR 31 2014 APR 30 2014 PAST DUE ON 810. 74 819. 02 827. 29 852. 11 APRI L 1 2014
EX-TYPE ESCROW MILLAGE TAXES LEVIED REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTI ONS TAXES 563. 73 Geor ge Al br i ght ASSESSMENT 74, 730 SP. ASMT 263. 56 503 SE 25TH AVENUE TAXABLE 24, 500 Ocal a Fl 34471 EXCD01 25, 000 EXCD38 24, 730 36 16 20 EXCD35 500 SEC 36 TWP 16 RGE 20 PLAT BOOK 002 PAGE 106 OAK RUN WOODSI DE
TRACT BLK G LOT 1 R7013- 007- 001 2013 GI LLESPI E FAMI LY TRUST ** * PAI D ** * PAI D ** * PAI D ** * GI LLESPI E NEI L J TR 01/ 17/ 14 PERI OD 03 8092 SW 115TH LOOP 995- 2013- 0079283. 0001 OCALA, FL 34481- 3567 $810. 74 CH
https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2013&Ac
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George Albright Marion CountyREAL ESTATE
Ad Valorem Taxes
ACCOUNT NUMBER: R7013- 007- 001 2014 TAX DISTRICT: 9002 ASSESSED VALUE: 75, 851 EXEMPTIONS: * SEE BELOW * TAXABLE VALUE: 25, 351TAXING AUTHORITY MILLAGE ASSESSED EXEMPTIONS TAXABLE TAXES
COUNTY GENERAL COUNTY 3. 1900 75, 851 50, 500 25, 351 80. 87 FI NE & FORFEI TURE . 5300 75, 851 50, 500 25, 351 13. 44 PARKS . 0600 75, 851 50, 500 25, 351 1. 52 COUNTY HEALTH . 1200 75, 851 50, 500 25, 351 3. 04SCHOOL SCHOOL R. L. E. 5. 0500 75, 851 25, 500 50, 351 254. 27 SCHOOL DI SCRETI ONARY . 7480 75, 851 25, 500 50, 351 37. 66 SCHOOL CAPI TAL I MPR 1. 5000 75, 851 25, 500 50, 351 75. 53WATER SWF WATER MANAGEMENT DI ST . 3658 75, 851 50, 500 25, 351 9. 27CNTYMSTU MSTU LAW ENFORCEMENT 3. 4700 75, 851 50, 500 25, 351 87. 97 MSTU EMER MED SERVI CE . 7700 75, 851 50, 500 25, 351 19. 52EXEMPTI ON: EXCD01 25, 000 EXCD35 500 EXCD38 25, 000 15. 80380 583. 09
Non-Ad Valorem AssessmentsLEVYING AUTHORITY PURPOSE RATES/BASIS AMOUNT
X520 COUNTY WI DE FI RE RESI DENTI AL PER ASMT UNI T 165. 99 X550 COUNTY WI DE WASTE RESI DENTI AL PER ASMT UNI T 87. 00 X560 COUNTY WI DE STORMWATER PER ASMT UNI T 10. 57 NON AD VALOREM ASSESSMENTS: 263. 56 COMBI NED TAXES & ASSESSMENTS TOTAL: 846. 65 R7013- 007- 001 2014 GI LLESPI E FAMI LY TRUST GI LLESPI E NEI L J TR
8092 SW 115TH LOOP ** * PAI D ** * PAI D ** * PAI D ** * OCALA, FL 34481- 3567 11/ 24/ 14 PERI OD 01NOV 30 2014 DEC 31 2014 J AN 31 2015 FEB 28 2015 MAR 31 2015 Pas t Due Apr 1 812. 78 821. 25 829. 72 838. 18 846. 65 872. 05Geor ge Al br i ght Mar i on Count yREAL ESTATE
NOV 30 2014 DEC 31 2014 J AN 31 2015 FEB 28 2015 MAR 31 2015 Pas t Due Apr 1 812. 78 821. 25 829. 72 838. 18 846. 65 872. 05
EX-TYPE ESCROW MILLAGE TAXES LEVIED REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTI ONS TAXES 583. 09 Geor ge Al br i ght MARKET VALU 78, 839 SP. ASMT 263. 56 503 SE 25TH AVENUE ASSESSMENT 75, 851 Ocal a Fl 34471 TAXABLE 25, 351 EXCD01 25, 000 36 16 20 EXCD38 25, 000 SEC 36 TWP 16 RGE 20 PLAT BOOK EXCD35 500 002 PAGE 106 OAK RUN WOODSI DE
TRACT BLK G LOT 1 R7013- 007- 001 2014 GI LLESPI E FAMI LY TRUST ** * PAI D ** * PAI D ** * PAI D ** * GI LLESPI E NEI L J TR 11/ 24/ 14 PERI OD 01 8092 SW 115TH LOOP 995- 2014- 0004383. 0001 OCALA, FL 34481- 3567 $812. 78 CH
https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2014&Ac
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PRSRT
HONORABLE VILLIE M SMITH CFA ASA
FIRST-CLASS
MARION
COUNTY PROPERTY APPRAISER
MAIL
PHONE: 352-368-8300
U.S. POSTAGE
PO
BOX 486
PAID
OCALA FL 34478-0486
OCALA, FL
PERMIT NO.
61
3 • 70584
RETURN
SERVICE REQUESTED
7013 007 001
GILLESPIE
FAMILY TRUST
GILLESPIE NEIL J TR
8092 SW
5TH LOOP
OCALA FL 34481 3567
1 .1.11.1 •• 1111111111111 1 1111 1 1111 •• 1.111111.1.1111·1··111·1·
REMOVAL OF HOMESTEAD OR OTHER EXEMPTION(S)
PIN:
WIDOW
70 13 007
00
1 11111111111111111111111111 11111111111 11II11111111111111111111111111111
IWIDOWER
IDISABILITY
IHOMESTEAD
YES
YES
TAX
YEAR 2015
OTHER
I
SITUS ADDRESS:
8 92
SW
115TH
LOOP
01 38 35
.;:;•
o I NO
LONGER
QUALIFY FOR HOMESTEAD EXEMPTION BECAUSE THE ABOVE P R ~ . · . A S
NOT MY
PERMANENT
RESIDENCE ON
JANUARY 1 OF
THIS
YEAR.
I NO LONGER QUALIFY FOR: 0 WIDOWS 0 WIDOWERS 0 D I A 8 t U T Y ~ _
Reason:
DO NOT RETURN THIS FORM IF YOU STILL QUALIFY FOR l'IE-.EXEMPTION(S)
WARNING
77226
FLORIDA LAW PRESCRIBES THAT
IT
IS THE DUTY OF THE OWNER OF ANY PROPERTY TO NOTIFY THE PROPERTY APPRAISER PROMPTLY
WHENEVER THE USE OF THE PROPERTY OR THE STATUS OR
CONDITION OF
THE OWNER CHANGES SO AS TO CHANGE THE EXEMPT STATUS
OF
THE PROPERTY. IF PROPERTY
OWNER
FAILS TO SO
NOTIFY
THE
PROPERTY APPRAISER
AND THE
PROPERTY APPRAISER DETERMINES
THAT FOR
Arff
YEAR WITHIN
THE
PRIOR 10 YEARS THE OWNER WAS NOT ENTITLED
TO
RECEIVE
SUCH
EXEMPTION THE PROPERTY SHALL BE
SUBJECT TO THE TAXES EXEMPTED AS
A
RESULT OF SUCH FAILURE, PLUS 15 PERCENT INTEREST PER ANNUM
A
PENALTY OF
50
PERCENT OF THE TAXES EXEMPTED REFERENCE SEC. 196 131 AND 196.161. F.S.
PLEASE REMOVE THE ABOVE EXEMPTION(S) FROM MY PROPERTY FOR THE CURRENT YEAR .
(SIGNATURE)
DATE
• t
10
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RECEIPT
FOR 2015 TAX EXEMPTION
RENEWAL
PIN:
7013 007 001 I pc: 01 IALT
KEY:
2703946
MILLGRP:
9002
WIDOW
IWIDOWER IDISABILITY IHOMESTEAD
OTHER
YES YES
PROPERTY DESCRIPTION 0 • 10
AC
RES
SEC 36 TWP RGE 20
PL T
BOOK 0 P GE 106
O K RUN
WOODSIDE TR CT
BlK G
lOT
1
HOMESTEAD
EXEMPTION
RECEIPT
YOUR HOMESTEAD EXEMPTION APPLICATION FOR THIS TAX YEAR
IS
BEING AUTOMATICALLY
RENEWED. THIS IS YOUR REC EIPT.
IF YOU ARE NO LONGER ENTITLED TO HOMESTEAD OR OTHER EXEMPTIONS
YOU
MUST
SIGN
THE
EXEMPTION REMOVAL REQUEST ON THE REVERSE
SIDE
OF THIS DOCUMENT AND RETURN IT TO THE
PROPERTY APPRAISER.
THERE ARE SEVERE PENALTIES FOR
FALSELY
CLAIMING HOMESTEAD EXEMPTION.
YOU ARE NO LONGER ELIGIBLE FOR HOMESTEAD EXEMPTION IF:
1.
THE RESIDENTIAL UNIT
ON
WHICH
YOU
CLAIM
HOMESTEAD
EXEMPTION IS RENTED.
2. THE
RESIDENTIAl. UNIT
IS
NO LONGER YOUR PERMANENT HOME.
3. IF YOU ARE
NO
LONGER A PERMANENT RESIDENT OF
FLORIDA.
IF YOU
ARE
APPLYING FOR HOMESTEAD EXEMPTION ON NEW PROPERTY OR FOR ANY OTHER
PERSONAL EXEMPTION SUCH AS WIDOWS, WIDOWERS OR DISABILITY EXEMPTION FOR THE FIRST TIME,
YOU
MUST APPLY
AT
THE PROPERTY APPR AISER S OFFICE
ON OR
BEFORE MARCH
1
OF THIS YEAR.
IF
YOU HAVE QUESTIONS CONCERNING EXEMPTIONS OR THIS FORM CALL YOUR COUNTY PROPERTY
APPRAISER.
352.368 8300
N ME
III
Postage
Required
Post Office will
not deliver
ADDRESS
without proper
postage.
CITY STATE ZIP
HONORABLE VILLIE M SMITH CFA
ASA
MARION COUNTY PROPERTY APPRAISER
PO BOX 486
OCALA FL 34478 0486
1.1111111111111111.11
1111111111111111.11111111111111 1I11111111
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RESOl=U12UlRlU4111U33R30D5011614 R4
FGR02=R16D21116U21 14U12
FOP03=UIRIU4111D5RIO
PT004=11015D17R15U5U12
33
CERTIFIED:
ATRUE
COPY
VllllE
M.
SMITH.
CFA ASA
PROPERlY APPRAISER
DEPUTY
O N O U ~ FL
·'2 ·12
11
fQRO;t
:8
s·
· 5
uilding
Charac te r i s t i c s
Improvement
IF SFR 01 FAMILY RESID
Year
Built 1993
Effective Age 2 05-09
YRS
Obsolescence: Functional 0.00
0/0
Condition
0 0
Obsolescence:
Locational
0.00
0/0
Quality
Grade 700
GOOD
Architecture
0
STANDARD
SFR
Inspected on 2/25/2008 by 179
Base Perimeter 162
Type
ID
Exterior
Walls Stories
Year
Built
Finished
Attic Bsmt
Area
Bsmt
Finish
Grd Fir
Area
Total Fir Area
RES
01 32 CONC BLK STUCO
1.00 1993
N
o 0/0
o 0/0
1 326
1 326
SF
FGR
02 32 CONC BLK STUCO
1.00 1993
N
o 0/0 o 0/0
336
336
SF
FOP
03 01
NO
EXTERIOR
1.00
1993
N
o 0/0 o 0/0
54 54
SF
PTO 04 01 NO EXTERIOR
1.00 1993
N
o
0/0
o 0/0
255
255
SF
Section: 1
Roof
Style
10 GABLE
Floor
Finish 24 CARPET
Bedrooms
2 Bit-In
Kitchen
Y
Roof Cover
08 FBRGLASS SHNGL Wall Finish 16 DRYWALL PAINT 4FixBath o Dishwasher
Y
Heat Meth
1
20 HEAT
PUMP
Heat Fuel 1 10 ELECTRIC 3FixBath 2
Garb
Disposal
Y
Heat
Meth
2
00
Heat Fuel 2
00
2FixBath
o
Garbage
Compactor N
Foundation
6 MONOLITC SLAB
Fireplaces
0
XFixture 2 Intercom
N
IC
Y
Vacuum
N
Miscellaneous
Improvements
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MepA Search Results
Page 3 of3
Type Nbr Units Type Life Year n
Grade Length Width Depr Value
159
P V
CONCRETE
544.00
SF
20 1993 3 34.0
16.0
159
P V
CONCRETE 92.00
SF
20 1993
3
23.0
4.0
120 FENCE
MASONRY
130.00
SF
50
1993 3
0.0 0.0
ARDra iser
Notes
MODEL NANTUCKET
Planning
and Building, County
Permit
Search
Permit
Search
Permit Number Amount Issued Date Complete Date
Description
MA64923 34,040 8/1/1993 8/1/1993 SFR
=
VILLA
o
D
o
o
o
Property Images
CERTIFIED:
A
TRUE
COPY
VILLIE
M. SMITH
CFA
ASA
PROPERTY APPRAISER
DEPUTY
I l I I U . . . . t t AI I
COUNT t FL
http://220.64.61.193:81/DEFAULT.aspx?Key=2703946 YR=2015
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'
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SMITH
CFA,
ASA
. J t v ; ; : . ~ ~ · ; : > : J ~ . J \ ; . ~ l
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ARION COUNTY PROPERTY APPRAISER
P O Box 486
Ocala, Florida 34478-0486
Z:P 34471
1;-
011011647591
GILLESPIE FAMILY TRUST
GILLESPIE
NEIL
JTR
8092 SW 115TH LOOP
OCALA FL
34481-3567
3Cj 48
35 792
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M a n o n c e ~ ~ s n ~ ~ ~ ~ € ~ ~ A e : ~ ?
ISelect Language v I
Powered
by Go ,gIL Translate
MA
ION
HOMESearchPrevious
ParcelNext ParcelTRIM NoticeTRIM s U P P l e m e n t A d d r e ' . - ' - ' ~ P ' ~ ~ ~ ~ ~ ~ = :
GO TO
2014 2013 2012 2011 2010 2009 2008 2007 2006
PRC
2015
7013 007 001
Prime Key:
2703946
As of 1/30/2015
Property
Information
GILLESPIE NEIL
J
Taxes
/ Assessments:
M.S.T.U.
8092
SW 115TH
LOOP
OCALA FL 34481 3567
MapID:
114
Millage:
9002
PC
01
Acres:
0.1
IMAGES
Si tus 8092 SW
115TH
LOOP OCALA 34481
Values NOT Available
Ex Codes: 01 38 35
History
of Assessed Values
Year
Land
Just Building Mise
Value
Mkt/Just
Assessed
Val Exemptions
Taxable Val
2014
9,000 68,862 977
78,839
75,851 50,500
25,351
2013
8,500
65,486 744 74,730 74,730 50,230 24,500
2012
8,500
69,336 839 78,675 78,675 50,500 28,175
Property Transfer History
Book/Page
Date Instrument
Code
Q/U V I
Price
6153/1144
01/15
08 CORRECTIVE o
U I
100
6153/1143 01/15
05 QUIT
CL
7
PORTIONUND
INT
U
I
100
6065/1251 07/14
05 QUIT CL 7 PORTIONUND INT
U
I
100
5949/0022
09/09
71 DTH
CER
o
U
I
100
5308/0647
09/09
74
PROBATE o
U I 100
5057/1669 06/08
05 QUIT CL 7
PORTIONUND
INT
U I
100
4611/1212
10/06
08 CORRECTIVE
o
U
I 100
3244/0728
09/02
71
DTH
CER o
U
I
100
3249/0438
02/97
74 PROBATE o
U
I
100
2336/1332
02/97
78 TRUSTHX o
U
I
100
1954/1794
08/93
07 WARRANTY 3
DEVELOPER
SALE
U
I 75,100
Property Description
SEC 36
TWP 16 RGE
20
PLAT
BOOK
002 PAGE
106
OAK RUN
WOODSIDE TRACT
BLK G LOT 1
Parent Parcel: 7000-000-100
Use
0100
Front
38
Depth
120
Zoning
PUD
Land Data Warning: Verify
Zoning
C Notes Units Type Rate
Lac
BK G L 1 1.00
LT
1.00
Shp
1.00
Phy
1.00
Class
Value Just Value
Neighborhood
8024
OAK
RUN
SUB WOODSIDE
7013
Mkt: 9 70
1 3 2 15
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MepA
Search Results
Page 2
of3
Traverse
Bui ld ing 1
of
1
RESOl=U12UlRlU4Ll1033R30D50L1614 R4
FGR02=R16D21L16U21 14U12
FOP03=UIRIU4111D5RIO
PT004=11015D17R15U5012
33
17
15
uilding
Cha rac t e r i s t i c s
Improvement IF-SFR-
01 FAMILY RESID
Year
Built
1993
Effective Age - 05-09 YRS
Obsolescence: Functional 0.00 0/0
Condition
-
0
Obsolescence: Locational 0.00 0/0
Quality
Grade
700
GOOD
Architecture
STANDARD
SFR
Inspected
on
2/25/2008
by
179
Base Perimeter
162
Type 10 Exterior Walls
Stories Year Built
Finished Attic Bsmt Area Bsmt Finish
Grd Fir
Area
Total Fir Area
R S 01 32 CONC BLK STUCO
1.00 1993
N
o 0/0 o 0/0
1 326 1 326 SF
FGR 02
32 CONC BLK STUCO
1.00 1993
N
o 0/0 o 0/0
336
336
SF
FOP
03 01
NO
EXTERIOR 1.00
1993
N
o 0/0 o 0/0
54
54 SF
PTO 04
01 NO EXTERIOR
1.00
1993
N
o
0/0
o
0/0
255 255 SF
Section: 1
Roof Style 10 GABLE
Floor Finish
24 CARPET Bedrooms
Bit In
Kitchen Y
Roof Cover
08
FBRGLASS SHNGL Wall
Finish
16
DRYWALL PAINT 4FixBath o Dishwasher
Y
Heat Meth
1
20 HEAT
PUMP Heat
Fuel 1
10 ELECTRIC 3FixBath Garb
Disposal Y
Heat Meth
2
00
Heat Fuel 2 00 2FixBath o
Garbage
Compactor N
Foundation 6
MONOLITC SLAB
Fireplaces 0
XFixture Intercom
N
IC
Y
Vacuum N
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Mep
A
Search Results
Page 3 of3
Miscellaneous IlTlprOVenlents
Type
Nbr Units Type Life Year
In
Grade Length Width Depr Value
159
PAV
CONCRETE
544.00 SF
20 1993
3
34.0
16.0
159
PAV
CONCRETE
92.00
SF
20 1993 3
23.0 4.0
120
FENCE
MASONRY
130.00 SF 50
1993
3 0.0 0.0
Appraiser
Notes
MODEL NANTUCKET
Planning and
Building
County PerlTlit Search
Permit Search
Permit Number mount Issued Date Complete Date escription
MA64923
34,040 8/1/1993 8/1/1993
SFR = VILLA
o
o
o
o
o
Property
Images
CERnAEO:ATRUECOPV
VlLU
M.
SMITH, CFA
ASA
PROP RlY APPRAISER
OEPUlY
ON
COUNl :
l
1/30/2015
ttp://220.64.61.193:81/DEFPi.ULT.aspx?Key==2703946
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. . .
1
I ' e d rrr·rt T · "'Tn·', T "'7YT''7E'''K"'
Hasler
VILLIE M.
SMITH,
CFA,
ASA
MARION COUNTY PROPERTY: APPRAISER
02/03/2015
$00
[ fiilmml51
O Box 486
Ocala, Florida 34478-0486
ZIP
I ~ _ I 011
D1
GILLESPIE NEIL
J
8092 SW 11STH LOOP
OCALA FL
34481-3567
34CJ.8
i
::E:::i5E:
7 Ri:ie"{
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FOR FORECLOSURE CASES
FILED ON OR AFTER
SEPTEMBER 15, 2009 :
THE FORM ENTITLED “FORECLOSURE CASES
(HOMESTEAD PROPERTY) PLAINTIFF/LENDER
REQUIRED INFORMATION SHEET” MUST BE
COMPLETED AND FILED WITH THE CLERK OF
THE COURT AT THE TIME OF FILING THE INITIAL
COMPLAINT AND MUST BE SERVED UPON THE
DEFENDANT/PROPERTY OWNER
PLEASE NOTE THAT MOTIONS FOR FINAL HEARING, SUMMARY
JUDGMENT OR FINAL JUDGMENT WILL NOT BE SET IF THE
PLAINTIFF HAS NOT COMPLIED WITH THIS REQUIREMENT.
*This form is available on our website at www.marioncountyclerk.org.
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FORECLOSURE CASES (HOMESTEAD PROPERTY)
PLAINTIFF/LENDER REQUIRED
INFORMATION SHEET
(Must be completed and filed with Clerk of Court at time of filing initial Complaint and served upon
Defendant/Property Owner)
1) Is the Property in this foreclosure case homestead property?
Yes_______________ No_______________
(If your answer to question 1 is no, do not answer the remaining questions. Simply sign and date this document
as attorney for plaintiff or plaintiff and file with Complaint. If your answer is yes, answer the remaining
questions, then sign, date and file this completed document with your Complaint.)
2) Plaintiff/Lender has contacted the Defendant(s)/Borrower prior to filing this Complaint
regarding all options including but not limited to loan reinstatement, repayment plan, loan modification, short
sale, Deed in-lieu of Foreclosure, which could be available to Defendant/Borrower.
3) If Plaintiff/Lender has not contacted the Defendant(s)/Borrower regarding options in lieu of
foreclosure, the name, address and telephone number of Plaintiff’s/Lender’s representative who
Defendant/Borrower can consult with regarding options available in lieu of foreclosure is:
Lender Representative’s Name/Title: __________________________________________
Address: __________________________________________
Telephone Number: __________________________________________
4) Or as an alternative, Plaintiff/Lender has mediated this matter unsuccessfully with
Defendant(s)/Borrower prior to filing suit.
Yes_______________ No_______________
5) Plaintiff/Lender certifies by signing this Information Sheet that the above information is accurate
and Plaintiff/Lender is providing a copy of this completed form to the Process Server to be served
along with the Summons and Complaint.
__________________________________________
Attorney for Plaintiff/Plaintiff
Date:__________________________________________
__________________________________________
Lender Representative’s Signature and Title
Date:__________________________________________
[Note: Motions for Final Hearing Summary Judgment, or Final Judgment will not be set until Plaintiff has
complied with this required information sheet by completing, signing and serving this form upon
Defendant(s)/Borrower(s).]
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FORM 1.997. INSTRUCTIONS FOR ATTORNEYS COMPLETING CIVIL COVER SHEET
Plaintiff must file this cover sheet with first paperworkfiled in the action or proceeding (except small claimscases or other county court cases, probate, or familycases). Domestic and juvenile cases should beaccompanied by a completed Florida Family LawRules of Procedure Form 12.928, Cover Sheet forFamily Court Cases. Failure to file a civil cover sheetin any civil case other than those excepted abovemay result in sanctions.
I. Case Style. Enter the name of the court, theappropriate case number assigned at the time offiling of the original complaint or petition, the name ofthe judge assigned (if applicable), and the name (last,first, middle initial) of plaintiff(s) and defendant(s).
II. Type of Case. Place an “X” in the appropriate
box. If the cause fits more than one type of case,select the most definitive. If the most definitive labelis a subcategory (indented under a broader categorylabel), place an “X” in the category and subcategoryboxes. Definitions of the cases are provided below inthe order they appear on the form.
(A) Condominium - all civil lawsuits pursuant toChapter 718, Florida Statutes, in which acondominium association is a party.(B) Contracts and indebtedness - all contractactions relating to promissory notes and other debts,including those arising from the sale of goods, but
excluding contract disputes involving condominiumassociations.(C) Eminent domain - all matters relating to thetaking of private property for public use, includinginverse condemnation by state agencies, politicalsubdivisions, or public service corporations.(D) Auto negligence - all matters arising out of aparty’s allegedly negligent operation of a motorvehicle.(E) Negligence—other - all actions sounding innegligence, including statutory claims for relief onaccount of death or injury, that are not included inother main categories.
(F) Business governance - all matters relating tothe management, administration, or control of acompany.(G) Business torts - all matters relating to liabilityfor economic loss allegedly caused by interferencewith economic or business relationships.(H) Environmental/Toxic tort - all matters relating toclaims that violations of environmental regulatory
provisions or exposure to a chemical caused injury ordisease.(I) Third party indemnification - all matters relatingto liability transferred to a third party in a financialrelationship.(J) Construction defect - all civil lawsuits in whichdamage or injury was allegedly caused by defects inthe construction of a structure.(K) Mass tort - all matters relating to a civil actioninvolving numerous plaintiffs against one or moredefendants.(L) Negligent security - all matters involving injuryto a person or property allegedly resulting frominsufficient security.(M) Nursing home negligence - all matters involvinginjury to a nursing home resident resulting fromnegligence of nursing home staff or facilities.
(N) Premises liability—commercial - all mattersinvolving injury to a person or property allegedlyresulting from a defect on the premises of acommercial property.(O) Premises liability—residential - all mattersinvolving injury to a person or property allegedlyresulting from a defect on the premises of aresidential property.(P) Products liability - all matters involving injury toa person or property allegedly resulting from themanufacture or sale of a defective product or from afailure to warn.(Q) Real property/Mortgage foreclosure - all
matters relating to the possession, title, or boundariesof real property. All matters involving foreclosures orsales of real property, including foreclosuresassociated with condominium associations orcondominium units.(R) Commercial foreclosure - all matters relating tothe termination of a business owner’s interest incommercial property by a lender to gain title or forcea sale to satisfy the unpaid debt secured by theproperty. Check the category that includes theestimate of the amount in controversy of the claim(section 28.241, Florida Statutes).(S) Homestead residential foreclosure - all matters
relating to the termination of a residential propertyowner’s interest by a lender to gain title or force asale to satisfy the unpaid debt secured by theproperty where the property has been granted ahomestead exemption. Check the category thatincludes the estimate of the amount in controversy ofthe claim (section 28.241, Florida Statutes).
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(T) Nonhomestead residential foreclosure - allmatters relating to the termination of a residentialproperty owner’s interest by a lender to gain title orforce a sale to satisfy the unpaid debt secured by theproperty where the property has not been granted ahomestead exemption. Check the category thatincludes the estimate of the amount in controversy ofthe claim (section 28.241, Florida Statutes).(U) Other real property actions - all matters relatingto land, land improvements, or property rights notinvolving commercial or residential foreclosure.Check the category that includes the estimate of theamount in controversy of the claim (section 28.241,Florida Statutes).(V) Professional malpractice - all professionalmalpractice lawsuits.(W) Malpractice—business - all matters relating toa business’s or business person’s failure to exercisethe degree of care and skill that someone in thesame line of work would use under similar
circumstances.(X) Malpractice—medical - all matters relating to adoctor’s failure to exercise the degree of care andskill that a physician or surgeon of the same medicalspecialty would use under similar circumstances.(Y) Malpractice—other professional - all mattersrelating to negligence of those other than medical orbusiness professionals.(Z) Other - all civil matters not included in othercategories.(AA) Antitrust/Trade regulation - all matters relatingto unfair methods of competition or unfair ordeceptive business acts or practices.
(AB) Business transactions - all matters relating toactions that affect financial or economic interests.(AC) Constitutional challenge—statute or ordinance- a challenge to a statute or ordinance, citing aviolation of the Florida Constitution.(AD) Constitutional challenge — proposedamendment - a challenge to a legislatively initiatedproposed constitutional amendment, but excludingchallenges to a citizen-initiated proposedconstitutional amendment because the FloridaSupreme Court has direct jurisdiction of suchchallenges.(AE) Corporate trusts - all matters relating to the
business activities of financial services companies orbanks acting in a fiduciary capacity for investors.(AF) Discrimination—employment or other - allmatters relating to discrimination, including
employment, sex, race, age, handicap, harassment,retaliation, or wages.(AG) Insurance claims - all matters relating to claimsfiled with an insurance company.(AH) Intellectual property - all matters relating tointangible rights protecting commercially valuableproducts of the human intellect.(AI) Libel/Slander - all matters relating to written,visual, oral, or aural defamation of character.(AJ) Shareholder derivative action - all mattersrelating to actions by a corporation’s shareholders toprotect and benefit all shareholders against corporatemanagement for improper management.(AK) Securities litigation - all matters relating to thefinancial interest or instruments of a company orcorporation.(AL) Trade secrets - all matters relating to a formula,process, device, or other business information that iskept confidential to maintain an advantage overcompetitors.
(AM) Trust litigation - all civil matters involvingguardianships, estates, or trusts and notappropriately filed in probate proceedings.
__________________________________________
III. Remedies Sought . Place an “X” in theappropriate box. If more than one remedy is sought inthe complaint or petition, check all that apply.
IV. Number of Causes of Action. If the complaintor petition alleges more than one cause of action,note the number and the name of the cause of action.
V. Class Action. Place an “X” in the appropriatebox.
VI. Related Cases. Place an “X” in the appropriatebox.
VII. Is Jury Trial Demanded In Complaint?Check the appropriate box to indicate whether a jurytrial is being demanded in the complaint.
ATTORNEY OR PARTY SIGNATURE. Sign the civilcover sheet. Print legibly the name of the personsigning the civil cover sheet. Attorneys must include a
Florida Bar number. Insert the date the civil coversheet is signed. Signature is a certification that thefiler has provided accurate information on the civilcover sheet.
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Form1.997CIVIL
COVER
SHEET
The civilcoversheetand the informationcontainedhereinneitherreplacenorsupplementthefilingandservice
of
pleadingsorother
papers
as
required
by law.
Thisform
s h ~ l I ~ b e . f i ~ d
by the plaintifforpetitioner for theuse
of
theClerk
of
theCourtfor the purposeof
reportingjudicialworkloaddata pursuani··t
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II. TYPE OF C SE
(If the case
fits
more than one type of case, select the most definitive category.) If the most
descriptive label is a subcategory (is indented under
8
broader category), place an x in both
the
main ~ t g o r y and subcategory boxes.
. 0...
.
\
Condominium
Homestead residential foreclosure $0 • $50,000
Discrimination - employment
or
other
Securities litigation
Insurance claims
Trade secrets
Intel1ectual
property
Trust litigation
III. REMEDIES SOUGHT (check
all
that apply):
X monetary;
nonmonetary declaratory or injunctive relief;
punitive
IV
NUMBER OF
CAUSES OF ACTION
[
(specify)
IS
THIS
CASE A CL SS CTION LAWSUIT?
yes
X
no
VI HAS
NOTICE
OF ANY KNOWN RELATED CASES BEEN
FILED?
X no
yes
If
"yes," list all related cases by name, case number, and
court.
VII.
IS
JURY
TRIAL
DEMANDED
IN
COMPLAINT?
yes
X
no
Signatu
d
in
this cover sheet is accurate to the best
of my
knowledge and belief.
la. Bar# 0029364
Attorney or party
(Bar # if attorney)
Danielle N. Parsons
960921
12 02121 2
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RULE 1.100 FLORIDA RULES OF CIVIL PROCEDURE RULE 1.110
such; an answer to a crossclaim if the answer contains
a crossclaim; a third-party complaint if a person who
was not an original party is summoned as a third-party
defendant; and a third-party answer if a third-partycomplaint is served. If an answer or third-party an-
swer contains an afrmative defense and the opposing
party seeks to avoid it, the opposing party shall le
a reply containing the avoidance. No other pleadings
shall be allowed.
(b) Motions. An application to the court for an or-
der shall be by motion which shall be made in writing
unless made during a hearing or trial, shall state with
particularity the grounds therefor, and shall set forth
the relief or order sought. The requirement of writing
is fullled if the motion is stated in a written notice of
the hearing of the motion. All notices of hearing shallspecify each motion or other matter to be heard.
(c) Caption.
(1) Every pleading, motion, order, judgment, or
other paper shall have a caption containing the name
of the court, the le number, the name of the rst party
on each side with an appropriate indication of other
parties, and a designation identifying the party ling
it and its nature or the nature of the order, as the case
may be. All papers led in the action shall be styled in
such a manner as to indicate clearly the subject mat-
ter of the paper and the party requesting or obtainingrelief.1
(2) A civil cover sheet (form 1.997) shall be com-
pleted and led with the clerk at the time an initial
complaint or petition is led by the party initiating the
action. If the cover sheet is not led, the clerk shall
accept the complaint or petition for ling; but all pro -
ceedings in the action shall be abated until a properly
executed cover sheet is completed and led. The clerk
shall complete the civil cover sheet for a party appear-
ing pro se.
(3) A nal disposition form (form 1.998) shall beled with the clerk by the prevailing party at the time
of the ling of the order or judgment which disposes of
the action. If the action is settled without a court order
or judgment being entered, or dismissed by the par-
ties, the plaintiff or petitioner immediately shall le
a nal disposition form (form 1.998) with the clerk.
The clerk shall complete the nal disposition form for
a party appearing pro se, or when the action is dis-
missed by court order for lack of prosecution pursuant
to rule 1.420(e).
(d) Motion in Lieu of Scire Facias. Any relief
available by scire facias may be granted on motion
after notice without the issuance of a writ of scire
facias.
1.E.g., “Order Denying Plaintiff’s Motion for Summary Judg-
ment,” “Defendant’s Motion to Compel,” “Order Denying Defen-
dant’s Motion to Dismiss,” “Final Judgment for Plaintiff,” etc.
Committee Notes
1971 Amendment. The change requires a more complete desig-nation of the document that is led so that it may be more rapidly
identied. It also species the applicability of the subdivision to all
of the various documents that can be led. For example, a motion to
dismiss should now be entitled “defendant’s motion to dismiss the
complaint” rather than merely “motion” or “motion to dismiss.”
1972 Amendment. Subdivision (a) is amended to make a reply
mandatory when a party seeks to avoid an afrmative defense in
an answer or third-party answer. It is intended to eliminate thereby
the problems exemplied by Tuggle v. Maddox, 60 So. 2d 158 (Fla.
1952), and Dickerson v. Orange State Oil Co., 123 So. 2d 562 (Fla.
2d DCA 1960).
1992 Amendment. Subdivision (b) is amended to require all
notices of hearing to specify the motions or other matters to be
heard.
RULE 1.110. GENERAL RULES OF
PLEADING
(a) Forms of Pleadings. Forms of action and tech-
nical forms for seeking relief and of pleas, pleadings,
or motions are abolished.
(b) Claims for Relief. A pleading which sets forth
a claim for relief, whether an original claim, counter-
claim, crossclaim, or third-party claim, must state a
cause of action and shall contain (1) a short and plainstatement of the grounds upon which the court’s juris-
diction depends, unless the court already has jurisdic-
tion and the claim needs no new grounds of jurisdic-
tion to support it, (2) a short and plain statement of the
ultimate facts showing that the pleader is entitled to
relief, and (3) a demand for judgment for the relief to