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2009-03-16 AC 973 (Rev. 7/85) Cities under J25,000 population Counties Towns Villages STATE OF NEW YORK OFFICE OF THE STATE COMPTROLLER ALBANY, NEW YORK 12236 DEBT STATEMENT OF TOWN OF WAPPINGER DUTCHESS COUNTY, NEW YORK PREPARED AS OF MARCH 16, 2009 The following is a statement of the Town of Wappinger in the County of Dutchess, New York, to contract indebtedness, and is prepared as of March 16, 2009, pursuant to Title 8, Article II of the Local Finance Law. DEBT LIMIT Counties (except Nassau), cities, towns and villages Multiply "Average Full Valuation" (page 2), Line 7 by .07 (Nassau County .10) $ 190,259,779 TOTAL NET INDEBTEDNESS Total Inclusions (page 2) Less: Total Exclusions (Page 3) Total Net Indebtedness $ 32,770,000 10,941,621 21,828,379 $ NET DEBT-CONTRACTING MARGIN Debt Limit (Above) Less: Total Net Indebtedness (Above) Net Debt-Contracting Margin $ 190,259,779 21,828,379 168,431,400 $ PERCENTAGE OF DEBT-CONTRACTING POWER EXHAUSTED Divide "Total Net Indebtedness" by "Debt Limit" and enter result here 11.47% PROPOSED BOND ISSUE The amount of bonds proposed to be sold at public sale on March 25,2009 in connection with which this statement is made and filed is $ 3,362,000 The amount of bond anticipation notes heretofore issued in anticipation of the sale and issuance of such bonds and included at "Borrowings" at Item I of Inclusions at page 2 is 3,505,000 (a) $ (a) The Town will make $143,000 paydown before converting to bonds. STATEMENT OF TOTAL DEBT AVERAGE FULL VALUATION OF TAXABLE REAL ESTATE (Computation of Average Full Valuation Based on Last Five Completed Assessment Rolls) (1 ) (2) For Fiscal Taxable Assessed Final State Year Ending Valuation of Equalization Decem ber 31 : Real Estate Rate 2005 $916,460,622 44.37% 2006 927,771,073 39.50 2007 932,997,449 35.00 2008 3,330,867,613 100.00 2009 3,177,728,468 100.00 (3) Line No. Full Valuation of Taxable Real Estate (Column 1 - Column 2) 1 2 3 4 5 $2,066,893,599 2,348,787,526 2,665,706,997 3,330,867,613 3,177,728,468 6 Total of Lines 1 to 5 Inclusive $13,589,984,203 7 Average Full Valuation (lI5 of Total of Column 3) $2,717,996,841 INCLUSIONS 1. Borrowings. Sec. 135.00(a)(I). $ 32,770,000 2. Real Property Liabilities. Sec. 135.00(a)(2). $ -0- 3. Contract Liabilities. Sec. 135.00(a)(3). $ -0- 4. Cities, Towns and Villages: Contract Liabilities: Housing Guarantees; Subsidies. Sec. 135.00(a)( 4),(a)( 4-a),(a)( 4-b). $ -0- 5. Cities, Towns, Villages: State Loans to Certain Housing Authorities and Municipalities. Sec. 135.00(a)(5). $ -0- 6. Judgments, Claims, Awards and Determinations Sec. 135.00(a)(6). $ -0- 7. Cities, Towns, Villages: Indebtedness Contracted by Certain District Corporations. Sec. 135.00(a) (7). $ -0- 8. Indebtedness Contracted or incurred Pursuant to Article II, Title I-A of the Local Finance Law in relation to a Joint Service of Joint Water, Sewage, or Drainage Project: (a) Borrowings: Several Indebtedness. $ -0- (b) Borrowings: Allocated or Apportioned Joint Indebtedness. $ -0- (c) Real Property Liabilities. $ -0- (d) Contract Liabilities. $ -0- (e) Judgments, Claims, Awards and Determinations. $ -0- Total Inclusions $ 32,770,000 2 GROSS JOINT INDEBTEDNESS The aggregate gross amount of all joint indebtedness before apportionment of allocation is $ NONE EXCLUSIONS l. Tax and Revenue Obligations. Sec. 136.00(1). $ -0- 2. Obligations Issued for other Capital Improvements. Sec. 136.00(1-a). $ -0- 3. Water Indebtedness. Sec. 136.00(2). $ 9,062,967 4. Indebtedness Contracted for Self-Liquidating Projects. Sec. 136.00(3). $ -o- s. Sewer Indebtedness Contracted on or after January 1, 1962, and prior to January 1,2014. Sec.136.00(4-a). $ -0- 6. Bonds for Pensions. Sec. 136.00(4). $ -0- 7. Cities and Villages with Population of 5,000 or More: Indebtedness for Housing and Urban Renewal Purposes. Sec. 136.00(8). $ -0- 8. Towns and Villages with Population of Less than 5,000: Subsidies or Guarantees for Housing Purposes. Sec 136.00(9). $ -0- 9. Assets of Sinking Funds. Sec. 136.00(10). $ -0- 10. Refunded and Refunding bonds. Sec. 136.00(10-a)(10-b). $ -O- Il. Cash on Hand for Debts. Sec. 136.00(11). $ -0- 12. Appropriations. Sec. 136.00(12). $ 1,878,654 13. Cities Only: School Indebtedness. Sec. 136.00(13). $ -0- 14. (a) Several Indebtedness Contracted in relation to a Joint Water Project. Sec. 15.50. (b) Joint Indebtedness Contracted for such Purpose. $ -0- 15. (a) Several Indebtedness Contracted for a Joint Service and Excluded Pursuant to Local Finance Law, Sec. 15.20 and 123.00. (b) The Apportioned or Allocated Amount of any such Joint Indebtedness so Excluded. $ -0- 16. (a) Several Indebtedness Contracted for a Joint Sewage and/or Drainage Project and Excluded Pursuant to Local Finance Law, Sec. 123.00 and 124.10. (b) The Apportioned or Allocated Amount of any such Joint Indebtedness so Excluded. $ -0- Total Exclusions $ 10,941,621 3 PART 1. Date of Authorization 07-05-05* 0]-27-07 0] -27-07 05-27-03 05-27-03 ] 0-09-07 The following obligations will be sold at the sale in connection with which this debt statement is filed: SCHEDULE A Type Of Obli2ation SB SB SB SB SB SB PART 2. * Amended the resolution dated 01-26-04. Date of First Note ] 2- ]8-03 09-29-04 08-10-05 04-26-07 04-26-07 04-26-07 Amount To be Sold Object or Purpose For Which Authorized $],2]8,000 570,000 500,000 4] 5,000 209,000 450,000 $3,362,000 Joint Landfill Carnwath Farms Reconstruction Carnwath Farms Reconstruction Road Resurfacing #] Road Resurfacing #2 Highway Equipment The following bond anticipation notes have been issued in anticipation of the bonds listed in PART] above, and are now outstanding. Amount $],271,000 600,000 525,000 450,000 209,000 450,000 $3,505,000 Object or Purpose For Which Authorized Joint Landfill Carnwath Farms Reconstruction Carnwath Farms Reconstruction Road Resurfacing #] Road Resurfacing #2 Highway Equipment 4 SCHEDULE B PART 1. The following obligations are authorized, unissued and will be sold prior to the sale of the obligations listed in Schedule A, PART I. Date Of Authorization Type Of Obligation Amount To be Issued Object or Purpose For which Authorized NONE PART 2. The following obligations are authorized, unissued and will not be sold prior to the sale of the obligations listed in Schedule A, PART 1. Date Of Authorization Type Amount Object or Purpose Of To be For which Obligation Issued Authorized SB $ $4,905,000 Various Purposes $ $4,905,000 Various Dates VERIFICA TION BY CHIEF FISCAL OFFICER State of New York SS: County of Dutchess Chris Colsey being duly sworn, deposes and says: That he is the duly appointed, qualified, and acting chief fiscal officer of the Town of Wappinger, New York; that he has prepared and read the foregoing debt statement and knows the contents thereof; that the same is true to his own knowledge except as to the matters therein stated to be alleged upon information and belief, a d that as to thos atters he believes it to be true. Supervisor Title 20 Middlebush Road Wappingers Falls, NY 12590 Mail Address Subscribed and sworn to before me this ~ day of March 2009. ,'/Jt.l- . ~ ~ 27 . / /.." ' /' '/4LA,~' ~ M " j Notary Public BARBARA L. ROBERTI Notary PubliC, State of New York Reg. No.01R06130344 Dutchess County My Commission Expires July 18, 2009 5 STATE OF NEW YORK ) ) ss.: COUNTY OF DUTCHESS) I, the undersigned Clerk of the Town of Wappinger, Dutchess County, New York, DO HEREBY CERTIFY that an executed Debt Statement of said Town, prepared as of . 1ft March 16, 2009, was duly filed III my office on the ~ day of March 2009. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of .I~ said Town this l~ day of March 2009. SjQ ,~ C;fJ~~ , Town Clerk