168
·' APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING ParcellD Number (PIN): () 5 ". 1'5'6 Physical Address: 3 (" 't,)c 5, r( it- KG Ad Legal Description:T "'-N R /0 iJ,/ 2=) Scu.:.eu-d 0eo,J"u KtJ .1M 3 ,,;?!I S6IJilC'>{ltd.L$"MJ,.n" ttL Name 50 VI d HL (!.UJd,uJ! ',y Mailing Address p Q 13 Co i e ;:;) 5 i. City So I d%lA AK Zip q-rilglRtJ Telephone: go Cell Phone: _-,/1/..:::' o.=tl:...:/l_U.... :G=--_ I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD) Will you qualify for a PFD in 2008? ..... 0es _No· _Senior age 65 and spouse Did you receive a PFD in 20077 \./'Yes No· age 65 or older (individual).-,._ ""' ,_ • If you answered NO to both of the above questions _Surviving Spouse age 60 or you must complete KPB Supplemental Form #1 MAY 06 20ng TYPE OF DWELLING: OTHER EXEMPTIONS Family Residence KF'S ,,: "-,...i Do you or your spouse qualify for and/or receive a Condominium property exemption in another tax jurisdiction? _ MUlti-Family (apartment, duplex, etc) __Yes Mobile Home City, State _ Other: Please specify Borough/County _ What percent of ownership do you alone (or jointly with your spouse) have in this property? What portion of this property (if any) is used for commercial or rental purposes? o % I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1. 2008, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY. CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS, ::; a VI d C«-. (1'00 dCI " I PRINT OR TYPE OWNER NAME SIGNATURE Return completed form and requested information to: Kenai Peninsula Borough Assessor· 144 North Binkley Street - Soldotna AK 99669 (907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MA Y BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWW,BOROUGH.KENAI,AKUS o PRIOR QUALIFIED NEW APPLICANT AGE VERIFIED BY ASSESSOR'S USE ONL Y DCONTIG o APPROVED o DISAPPROVED ISZFULL 0 VARIABLE Revised Jan-08

 · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

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Page 1:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

·'

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): () 5 ~ ". 1'5'6 ~e, Physical Address: 3 (" 't,)c 5, r( it- KG Ad

Legal Description:T "'-N R /0 iJ,/ 5~c 2=) Scu.:.eu-d 0eo,J"u KtJ .1M 3,,;?!I S6IJilC'>{ltd.L$"MJ,.n" ttL

Name 50 VI dHL (!.UJd,uJ! ',y

Mailing Address p Q 13 Co i e ;:;) 5i.

City So I d%lA AK Zip q-rilglRtJ

Telephone: go t1-()J..,,~-;)113 Cell Phone: _-,/1/..:::'o.=tl:...:/l_U....:G=--_

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD) Will you qualify for a PFD in 2008? .....0es _No·_Senior age 65 and spouse Did you receive a PFD in 20077 \./'Yes No·~Senior age 65 or older (individual).-,._ ""' ,_ • If you answered NO to both of the above questions_Surviving Spouse age 60 or older'L""~!' you must complete KPB Supplemental Form #1

MAY 0 6 20ng TYPE OF DWELLING: OTHER EXEMPTIONS ~Single Family Residence KF'S ,,: "-,...i ..J:.~:T~ Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ MUlti-Family (apartment, duplex, etc) __Yes ~o

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property?

What portion of this property (if any) is used for commercial or rental purposes? o % I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS.

AS OF JANUARY 1. 2008, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS,

::; a VI d C«-. (1'00 dCI " I ~\ PRINT OR TYPE OWNER NAME SIGNATURE

Return completed form and requested information to: Kenai Peninsula Borough Assessor· 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MA Y BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWW,BOROUGH.KENAI,AKUS

o PRIOR QUALIFIED

~NEW APPLICANTAGE VERIFIED BY

ASSESSOR'S USE ONLY

DCONTIG

o APPROVED

o DISAPPROVED

ISZFULL 0 VARIABLE

Revised Jan-08

Page 2:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

MAY f! I] 2008

AFFIDAVITOF~ (Senior Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FII_ING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and survivinq spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

FURTHER AFFIANT SAITH NAUGHT.

Dated at ~ , Alaska, this --iL- day of -f#;f~""-7l-----'2008.

(Senior Citizen and/or Disabled Veteran Signature)

SUB~~RIBED AND SWORN TO before me this iL day of --I f /7' ,2008.

r 0"'0"' s", ~ ,...:) ~ STATE OF ALASKA a 1_ 'J1<zP-z>--2 . S~3~N L. GUZMAN Notary Public, s~aska My Com~R~ P~8 I . My Commission Expires: AJ./d'ffrc&

. " . xp.. lCL

*********************************************************************************.******************

ASSEMBLY ACTION: APPROVAL _ DENIAL __

R:\Form6\lal~File WaIver Affidavi\ SR & VET.I:SGC {Revised 2-2006)

Page 3:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

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Page 4:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

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Page 5:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

MAV Ii (i ?!)118

May 5,2008

Application For Senior Citizen Exemption for: Sandra Goodwin P. O. Box 625 Soldotna, Alaska 99669

My name is Ken Campbell, and I am a neighbor of Sandra Goodwin. On or about the week of January 7th

, 2008, I personally hand carried an envelope containing Sandra Goodwin's application for the senior citizen property tax exemption and her birth certificate, to the KPB Assessing office, and turned it in. It was during the lunch hour and most of the desks were unoccupied, however, there was a dark haired lady at one of the desks. I told her I was dropping this off for my neighbor. She said "they" were at lunch and asked if I wanted a receipt. I told her no; just mail it to Mrs. Goodwin. I then left and continued my errands. I'm sure I wasn't at that counter more than 30 seconds!

Mrs. Goodwin called me last Thursday or Friday and said the Borough Assessing Department says they didn't get her application. Well, that simply is not accurate, because I personally delivered it to the Assessing Department and they did get it, no doubt about it! I couldn't begin to say what happened to it after I delivered it, but make no mistake about it; I did deliver it and turned it in. I turned my own application in on January 3, 2008, and it could not have been more than three or four days later that I turned hers in.

If you have any questions or require any other information, I will be happy to assist as best I can. I can be reached at 262·8745, or P. O. Box 4088, Soldotna.

)r~ ~, ~1""'Y"""""'.l-Kenneth D. Campbell

Page 6:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEI­

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUSTACCOMPANY INlTlAl FlUNG

PareeilD (PIN) #; 058-1SQ.65 City or Service Area: 58 - CENT EMERG SVS Property Description: T 5N R 10W SEC 23 Seward Meridian KN 2003029 SOLDOTNA CREEK SANDRA'S NO 2

TRA ~,':::' -:: '>:E . .-'~

Social Securi GOODWIN SANDRA lEE "

MAY ·(i'.'l.~Ij(:ii (0pll0naQ

PO BOX 625 Date of birth: ., j',­SOLDOTNA AI< 99669-0625 .:~

Telephone: .

Have you received !hill exemption before? YES o@ Spouse'sNaIf YES, list the accountJparcel number for the previousexemption: ~__ Spouse'sDa

ARE YOU THE WIOOW/wlOOWER OF A TYPE OF DWEWNl PREVIOUSLY QUALIFIED APPLICANT? A!O SINGLE FAMILY RESIDENCE

D CONDOMINUMDYES D MULTI-FAMILYi] NO o MOBILE HOME: PARK. SP#__ IF YES, ARE YOU AGE 60 OR OLDER? o OTHER: SPECIFY _ DYES DNO DO YOU OWN THE LAND ON WHICH YOUR

DWEUING IS SITUATED?DO YOU OWN YOUR OWN DWELLING?

e1YESgJ YES DNOo NO o PART OWNER: % OF INTERESTo PART OWNER: % OF INTEREST

WHAT PORTION OF THIS PROPERlY (IF ANY) IS USED FOR COMMERCIAL OR RENTAL PURPOSES? b %

KPS 5.12.105(E) The ] cr IIIBY ~"*PIllI*lY ... nat ~ NP"",,, • a prinwy ,....a and .."••It IIIKII 01__ i1'tIIe appllcant occupied It for .... lII8n 183 dlIylI during tile pnMous )"I8r unIlIoIa tile appllcs,,1 prowIlI.- ••llItadlliy evldllla"*IIl& f8IIunt to __ this lIIqui!ement did nat II'MlM ~ 0I1ftIIIler dWIIIIng •• prinwy ,....a and I*m.I8Ilt... 0I1IbodlL

Please reIum ~pIeted form and reqU8Bl8d informatIOn to: Kenai Pen..... Borough ....... or

144 North BInIcIey Street 8oIdotna AI( 98189

(907) 714-2230 or 1-8Q0..478-4441 Fax (907) 714-2386

ASSESSOR'S USE ONI.Y

INPUT

~ .. '~ (

VERIFJEDBY

o FULL

AGE VERIFIED BY

- ..;y

o VARIABLE 0 CONTIG

o PRIOR QUALIFIED

o NEW APPLICANT

DISAPPROVED

APPROVED

Revised Jan-07

Page 7:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

3/5 • ~~,y.-02-2008 03: 47 AM Harbor Enterprlses, 9072246255

MAYAPPLICATION FOR SENIOR CITIZEN I 2008 AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

.....~ APPiJCANT MUST ~Ii AGIi 65 OR O~tlIiR ON JANUARY 15T or: nlE IiXIiMPTION YIiAR TO OUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FlUNG

Parcel ID Number (PIN); /'" j '30// Physical Address: "JDt 'i 1!J~. ~

Leg..1Description: LI'>R 'll) :5-", ID WI/ltuw:l. ~tJ SiAl ~ .J; p1JJ &ru 84(, ~ at1:tYv~ ~ ~~

N81T1~ Gao..#; a 7Lc;.,dm.n Mailing Address eO ~.3g9' (f Clly ,<xfe,u~ AK Zip QQl.tb4

Telephone: 02.clH-$7.J.. Call Phone: .yq /-1$81:>

I AM APPLYIN'" AS: (CHECK ONLY ONE) ALASKA P§RMANENT FUND DIVIDEND (PFOl

_Senior age 65 and spouse Will you qualify for a PFD in 200a? -XYes _No'

__Senior <lge 65 or older (individual) Did you r0celve a PFD in 200n .x-Yes _No' • If you answered NO to both of the aoove questions4Surviving Spouse 8ge 60 or older you must complete I<PB Supplemental Form 111

TYPF,; OF DWELLING: OTliER EXEMPTIONS $... Single Family R\!)sidence 00 you or your spouse qualify for andlor receive a

Condominium property exemption in another tax jurisdiction? _ MUlti-Family (apartment, duplex, ele) __YI!lS "-x"No

Mobile Home City, State _ Other: Please specify

Borough/County _

Whal percent of ownership dO you alone (or jointly with your spouse) have in this property? 100 %

What portion of thiS property (if any) is used for commercial or rental purposes? _a...-% I HEREBY APPLY FOR ,rflE' SENIOR'ClifiiEN :Aj,io$iIi;lioliiRESliiEIIltI:o:i:." :EltEj;;j~{0'ij;.()i>i'·ilI". f1ROPERTY POR THE 2008

ASSESSMENT ANO FUTURE YeARS, AS, Qrj~,NWIIRY< a" IQW~EI'1: :~t>lO :oGClQf>lE.P, ,1'148,' Fi~oii~,«~,,"'f, PRIM~Y RESIOENCE ANO P8RMIIN8NT P!,ACE OF ABODF., I WILL N~:r,IFY THli" I~pa:, II:SSE!SS0RSOFFIb'!i'Qr-, !WY'~I'I~~~SIN OWNERSHIP, PROPliRTY USE, ANDIOR CCCUPANCY,

CERTIFICIITION: THE BEST OF MY KNOWLEDGE. EXEMPTION FOR THill' YIlAl,:

CT ,,10 ,.OF THE OF ~LIt3IBIlITY

I, t,lEREBVp'E,Rf:""t' 1l< I UNQERST ':,Tl:I~T' :

ANO ,(~l'l' ;'0;':' ., ,', ,t:,?,~;:>:,:;;:!;:'··;i;;;:~r':j;::i:;i'3:·;:::;::::.·.:f;,:,:

TO RECEIVE.e::;Y!:ARs;:a'

Return compleled lorm and requested Informallon to: I{ena; Peninsula Borough Ass~ssor -144 North Binkley Str""t - Soldotna At< 99669

(907) 714-2230 or. 1-800-478-4441 Fax (907) 714·2393

• ADDITIONAL FORMS REGARDING PFD ELIQIBLITY MAY BF. Of3TAlN£;O OY CONTACTING THE; ASSESSOR'S OFFICE OR ON THIE 130RDUGI1 WEBSitE. www.IJOROUGI1.KENAJ.AIf.US

AGE nFULL OVARIAF.lLE nCONTIG ~ NEW APPLICANT

o APPROVED OCCUPANCYOWNERSHIP

DISAPPROVED

Page 8:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

2/5 ~~,-02-2008 03:47 AM Harbor EnterprIses, 9072246255

MAY }. 2008

(lQ/to! c:lfn.n. .JJn.d~~!J po, Box 389

SEWARD, ALASKA 99664

May 01, 2008

Kenai Peninsuln Borough Tax Assessor's Office 144 North Binldey Street Soldotna, AI{ 99669

Parcel ID Number: 14713011 Physic,\! Address; 704 l,e Avenue, Seward

TO WHOM IT MAY CONCERN:

Please be advised that I am withdrawing my appeal on the valuation by the Tax A.\sessor's office on my personal plooperty liS describod above. I am also requesting the senior exemption on our home, as listed above.

Atbough we (my husband, Dale who passed away on Nov. 21, 2007 and I) have not in the past applied for the Senior Discount, I am applying at this timeo We always believed the assesseu value was reasonable, and thel"efore did not feel a need to aJ>I)ly for tile discount. I realize that the 1I}lplieation is late, but I was certainly not expecting the large increase in vlduc Hssigned to our bome.

lllreviously appealed the increase iu January from $587,300 to $626,700 and the property was re-appraised by MI'. Denis Mueller, Appraisal Mannger for the Kenai Borough, However, the l°e-assessed valuation has now increased to $707,100. There a.'e no comparable values in the Seward area, and tbe Ilome could not be sold in the Seward nt the cost basis at which it is now being assessed. The SewIIl'd nUIl'ket has mostly lowcr to mid level priced housing and because 01' the increased prices of heating fuels the area is not liI(ely to become II growing market for re-sale in the foreseeftble l'uture, lind that most definitely includes my property.

Enclosed Is my Withdrawal of Appeal and my Exemption request. Thllnk you for your consideration.

Sincerely,

C~lI~y~ PO Box 389 Seward, AK 99664

Page 9:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough 1-800-478-4441, Ext. 2230

PHONE (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenai.ak.us

JOHN J. WILLIAMS BOROUGH MAYOR

May 5, 2008

Carol Lindsey PO Box 389 Seward, AK 99664

RE: Senior Citizen Exemption application - Assessment Year 2008 Assessor's Parcel Nwnber: 147-130-11

Dear Mrs. Lindsey:

I am in receipt of your Senior Citizen Exemption application. It was received after the February 15,2008 filing deadline.

Due to the fact that your application was received after the filing deadline and because the property is in a trust, I request the following:

1) I can accept your application for consideration after the filing deadline, ifit is accompanied by the "Late File Waiver". The late file waiver form enclosed must be notarized to be considered valid. Someone at the Assessor's Office can notarize it or you may have it notarized elsewhere

2) A copy of the Trust document for review. I request a copy of the Trust documenl so that I can be assured that Carol Lindsey has retained the power to revoke the Trust and continues to own and control the property as Trustee.

3) A written statement assuring me of the continued occupancy of this property by Carol Lindsey as her primary residence and permanent place of abode for the 183 days per year as required by Kenai Peninsula Borough Code.

4) A completed and signed 2008 Senior Citizen Exemption application in the name of the trust. I have enclosed one for your convenience.

5) Proof of your age. passport.

Proof of age can be a copy of a birth certificate or copy of a

Additionally, The Alaska State Legislature passed Senate Bill 337 in 2003, which allows a municipality a local option to require that seniors qualify for the Alaska Permanent Fund Dividend as a residency test for receiving a senior property tax exemption. The Kenai Peninsula Borough Assembly adopted that option in 2007 effective for the 2008 assessment year.

Page 10:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

Now that it is a requirement that an applicant must either receive or be qualified to receive a PFD for the year applying or the immediately preceding year, I must verify those answers before approving the Senior Citizen Exemptions. On your application, you answered that you did receive a Permanent Fund Dividend in 2007 and expect to qualify for one in 2008. I was unable to match your information with the Alaska Permanent Fund data base to insure that you received a PFD for 2007.

6) Please complete and submit the enclosed KPB PFD Eligibility Questionnaire if you want me to consider approval for the 2008 Senior Citizen Exemption.

THE ENCLOSED DOCUMENT IS NOT AN APPLICATION FOR THE ALASKA PERMANENT FUND DIVIDEND.

If you have any questions or need clarification, please contact me at 907-714-2230 or toll-free, within the borough, at 800-478-4441.

~4"'()~ Susan Guzman Exemption Examiner, KPB Assessing Department

S·\GT 17MAN\FXFMPT10NS\Se:nim FYf'1Tlnt\l ,INnSF.Y ('A ROT. h,tr'. wi",vf:r Im"l H17~ nne

Page 11:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

,,~/,J9A "8" ~ATE

it?!YG

.' APPLICATION FOR SENIOR CITIZEN

AND ,IflAY29 200«

$20,000 RESIDENTIAL EXEMPTION\.PH ASSESSING DEPT..

DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION

YEAR

ParcellD Number (PIN): 148-140-06 Physical Address: 602 FOURTH AVE

Legal Description: T 1S R 1W SEC 10 Seward Meridian SW 0000001 ORIGINAL TOWNSITE OF SEWARD LOTS 2122 & S T nF F sn' nF I nT ?1 RI K 17

LONG ROGER ANTHONY PO BOX 1626 SEWARD AK 99664-1626

Telephone fPZ.,i,11', tjil Cell Phone _

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD) Will you qualify for a PFD in 2009? V"Yes _No'_Senior age 65 and spouse Did y,ou receive a PFD in 2008? .LYes _No'LSenior age 65 or older (individual) • If you answered NO to both of the above questions _Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS

VSingle Family Residence Do you or your spouse qualify for and/or receive a Condominium property exempJion in another tax jurisdiction?

_ Multi-Family (apartment, duplex, etc) __Yes _r_INo Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? t'tM %

What portion of this property (if any) is used for commercial or rental purposes? 0 %

I HEREBY APPLY FOR THE SENIOR CITIZEN ANO $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2009 ASSESSMENT

AND FUTURE YEARS. AS OF JANUARY 1, ~, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT

PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS'

E:8'TIONS.

(ME l( 11 PRINT OR TYPE OWNER NAME

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE WlNW.BOROUGHKENAI.AK.US

A "SUSEONLY

o APPROVED OWNERSHIP OCCUPANCY

n DISAPPROVED

DFULL o VARIABLE o CONTIG

o PRIOR QUALIFIEDPERMF~ ~ bID~(

AGE ~EW APPLICANTVERIFIED BY

ReVised May-08

I

Page 12:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

JUN 3 2008

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

FURTHER AFFIANT SAITH NAUGHT.

1 Dated at -;:.?E:wp,. &-1) , Alaska, this ;2.11.: day of _:JJ-<->.....(..L.n.....e._~ __,2008.

(Senior itizen and/or Disabl,' eran Sigr;J6ture) ,j d \ !

SUBSCRIBE~~R7~ORN TO before me this~ day of ::JJ.( f\e..- , 2008. ~ c,"'ILOO "~ ~ ~~'''''''.......~I,s> ~ ~., '" ~

::§ ..... ~OTAAJ-"'" ~ ~ f -- ....... \ == E~ \ ..ove Llu J _ E Notary Public, State of Alaska ~ CJ·~J>.. ~i ~ ~ My Commission Expires: ;l -Iy -,:J.() II ~ ~':$"OF I'-\f.... ~v~

~ IO~'~~~~~~ ***************~~~~~~~********************************* ****************************************

ASSEMBLY ACTION: APPROVAL _ DENIAL _

R \Fomul\l..ate FUe Waiver Affidavit SR & VET,doc (Revised 2-2000)

Page 13:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

,

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel ID Number (PIN): ~)b5': ,::fl:,D -/..5~

Legal Description: AD f 6 UlOckd,

Physical Address: 3c/.r/o L?';'£ k Seruce' )1: ':/!C'r;; ~ II ":-t,( (iz'ee/L/QOfr:s S~ -b,i0:ft ~,.j A/.b, ~ ,J>

Name

"--'/ /] / /Mailing Address -;{ CJ Qo!< 0 Z City -.SJ-erJ; NCt AK Zip i rtL, ~

<I Telephone: Cell Phone:

I AM APPLYING AS: (CHECK ONLY ONE)

-4senior age 65 and spouse _Senior age 65 or older (individual) _Surviving Spouse age 60 or older

Q Iol ~

TYPE OF DWELLING: -X- Single Family Residence

;;; ffZ

_ Condominium e:t: _ Multi-Family (apartment, duplex, etc)

Mobile Home Other: Please specify

_

ALASKA PERMANENT FUND DIVIDEND (PFD) Will you qualify for a PFD in 2008? JLYes _No' Did you receive a PFD in 200?? _Yes _No· • If you answered NO to both of the above questions you must complete KPB Supplemental Form #1

OTHER EXEMPTIONS Do you or your spouse qualify for and/or receive a property exemption in another tax jurisdiction? __Yes LNo

City, State _

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? /00 %

What portion of this property (if any) is used for commercial or rental purposes? 0 %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, ~, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: 'I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL.(141 RESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR, AND (2) IMPOSITION OF A CIVII."FfNE OF TO $1,000 F EACH VIO TION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS. (

{.·-iJ-: 09DOJ}.) 1.5 I~. AL ~ ~w DATE

Return completed form and requested information to: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELlGIBLlTY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWNBOROUGH.KENAI.AK.US

ASSESSOR'S USE ONLY

o APPROVED

o DISAPPROVED

OWNERSHIP

~ mt1 OCCUPANCY

~ ) '()PER;;rND

. '/. o PRIOR QUALIFIED

'. ~

-D NEW ApPLICANT.'

DFULL o VARIABLE o CONTIG AGE VERIFIED BY

Reviseo Jan-Oe

Page 14:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street • Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenaLak.us

JOHN J. WILLIAMS BOROUGH MAVOR

June 18, 2008

Dennis & Kathryn Nielsen PO Box 671 Sterling, AK 99672

RE: Senior Citizen Exemption application -Assessment Year 2008 Assessor's Parcel Number: 065-360-15 Legal: Lot 6, Block 2, Greenacres Subdivision Number 2

Dear Mr. and Mrs. Nielsen:

I am in receipt of your Senior Citizen Exemption application. It was received after the February 15, 2008 filing deadline.

I can accept your application for consideration after the filing deadline, if it is accompanied by the "Late File Waiver". Please return a copy of your application and the late file waiver form immediately for consideration. The late file waiver form enclosed must be notarized to be considered valid. Someone at the Assessor's Office can notarize it or you may have it notarized elsewhere.

I have enclosed a copy of your application and a Late File Waiver for your convenience.

Please note that applications received after the March 31 st late file deadline, will not be approved unless a finding of inability to comply is proven. The request for a finding of inability to comply must be based upon a serious medical condition or event beyond the taxpayer's control that resulted in the inability to timely file the application. Providing proof of the reason you were unable to apply timely would be helpful.

All late filed application must be approved by the Kenai Peninsula Borough Assembly.

Please provide the requested late file waiver within 30 days ofthe date of this letter

If you have any questions or need clarification, please contact me at 907-714-2230.

Sincerely,

A!u.,<:UJ1 ,)C-eJu 7? / ,L1t,,--­

Susan Guzman Exemption Examiner KPB Assessing Department

Page 15:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel 10 NUlTlber (PIN): Physical Address: ./\ ?Q

Legal Description:

Name J. PI 'tv ( C v fh frJ~ i • -e,~ i" \, 1,1 ( ( l<­

i

Mailing Address ",rl:..l.C..>.C..._-""",)...;I:.,.'t",,'-,r'---1(......1 "''''-:,.'--_-<;<;:o-....t- _ '

City 4....e.............. c""'~.....''__ ~AK Zip 'j c:( " !e1 ,-,'

Telephone: 9'0/-,,1,1(5' (0?9 Cell Phone:9a), J? ~ r - /q 10 j

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND fPFDl

_Senior age 65 and spouse Will you qualify for a PFD in 2008? "Yes No'

LSenior age 65 or older (individual) Did you receive a PFD in 20077 L Yes _No' • If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1APR 1 7 200S

TYPE OF DWELLING: OTHER EXEMPTIONS _'_ Single Family Residence Do you or your spouse qualify for andlor receive a _ Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes _i_No

Mobile Home Other: Please specify

City, Slate i< e, \/' '-! It I, ? 'It! J

Borough/County

What percent of ownership do you alone (or jointly with your spouse) have in this property? (0 () %

What portion of this property (if any) is used for commercial or rental purposes? ---.1L__%

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR. OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT AU. OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISRE.PRESE.NTATION IS PUNISHABLE. BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS,

Return completed form and requested information to Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

, ADDITIONAL FORMS REGARDING PFD ELIGIBLITY MAY BE OBTAINED BY CONTACTING,. THo/ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE WWIIV.BOROUGH.KENAI,AKUS /

AGE VERIFIED BY

o PRIOR QUALIFIEDo APPROVED

IKJ NEW APPLICANT~LL o VARIABLE DCONTIG

Revised Jan-08

Page 16:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

2008.

·,.. '0'

AFFIDAVIT OF I' , ':,\'j ,',.' > ,".. -.' entor Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S, 29.45.030 Required Exemptions and KPB Code 5.12.105, Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

; I-< JI 1,'"

,".... ,(..

1<i'\- (I·;,

v

(v It !£ 1M 9 ')= \( hi

FURTHER AFFIANT SAITH NAUGHT.

Dated at ~eQ.Q,,~... ' Alaska, this ~ day of .J:f-p....R~1-",L=-__, 2008.

SUBSCRIBED AND SWORN TO before me

OFFICIAL SEAL STATE OF ALASKA MARIAN PERRINE NOTARY PUBLIC

Mv Comm, Exp,: WITH OFFICE (I":" ·--'-~~:~.:;'S:;S3S.s.sss:;.sss'S,:::>-==="!J

****************************************************************************************************

ASSEMBLY ACTION: APPROVAL _ DENIAL

R:\Forms\Late File WaNer Affidavit SR & VET.doc (ReVised 2-2008)

Page 17:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

AGE

OWNE

jr-l ... _ .. _._r-1_... ,

.o APPROVED

DISAPPROVED

APPLICATION FOR SENIOR CITIZEN AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF TIlE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): gilD yo~ D £YSical Address: J.3n..r Ii /e 1.l;yR q ( leN 8r B KIF/7 Legal Description: ?1lrJ~ tlo-JtUZ /7

Name I t JOe [, R" b c:r::l/ M,i10, Ad~" ?A 80 \L 'JI /3 City :Jew ~ AK

Telephone: :9 3i-3 -3-x! Cell Phone: _

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEN PFD Will you qualify for a PFD in 2008? Yes _No·

~enior age 65 and spouse Did you receive a PFD in 2007? Yes _No·.!L-Senior ag~ 65 or .older (individual) RECEIVED • If you answered NO to both of the above questions_Surviving Spouse age 60 or older JU you must complete KPB Supplemental Form #1L 21 ([JOb

TYPE OF DWELLING: KP8 ASSESSING UEPT. OTHER EXEMPTIONS _ Single Family Residence Do you or your spo se qualify for and/or receive a

Condominium property exemp' n in another tax jurisdiction? --,.;-MUlti-Family (apartment, duplex, etc) __Yes No

.t.::::::..- Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? I(JB %

What portion of this property (if any) is used for commercial or rental purposes? A{MIe--%

I HEREBY APPLY FOR THE SENIOR CITIZEN ANO $20.000 RESIDENllA1. EXEMPTION ON MY PROPERTY FOR THE ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1. .zQllL. I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RES' AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP. PROP USE. AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSIIIo£RS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWl.EDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1.000 FOR EACH VIOLATION; ANtl (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS. }

Return oomp ted form nd requested information to: Kenai Peninsula Borough Assessor -144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-4784441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWWBOROUGHKENAI.AK.US

PERM FUND\'C o PRIOR QUALIFIED

,.,.ot'l t

Page 18:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

AFFIDAVIT OF J f7see 0 f: q et l~ ,15 c; e/I (Senior Ci ·zen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING .JUL 2 i. 20/)15 FOR SENIOR Cn"IZEN ANDIOR DISABLED VETERAN

KPB ASS/iSSING DEPT.

This Application is made Pursuant to A.S. 29.45.030 Reguired Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s): I Ah.JUL Iho A S"-NIM TAx Ex.t,meT7QAi No.]. [Jp I KfI..J("-,,,Y/'fl;1& 0.'9-~ OtJ~

I !)p ;v0T k10....VA f-)/Jonc./c... TtW9-r/A90 To h<.4,.. .. //0(.1/110 {)ur4r.>()v,I, /df4>I (A J(./vo

/J1r .AJu s 1&!?<J01.. 13 QcJl:..S.I-IO~ )/'f MX f,ILL r;;:-T- ,«<t(4?'- %&/<:' ..

FURTHER AFFIANT SAITH NAUGHT.

Dated at '24ua.-o:) ,Alaska, this -.i.LL day of ~ , 2008.

ASSEMBLY ACTION: APPROVAL. _ DENIAL. _

Page 19:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION AI-'j~ ~ J ZOo, DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 66 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel ID Number (PIN): f 7 d-.J 1/12 3 I Physical Address: 50sa if Utzf ~-j\JR. cI , ,

Legal Description:

Name 0brn i.eA- r~ _Seauo/ Mailing Address ~k 0 v1 C)t :7/ ? City AK Zipf+il;; .(::'(. Telephone y!67d!lSVf!.Iicell Phone: _

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFDl

_Senior age 65 and spouse trSenior age 65 or older (individual) *Surviving Spouse age 60 or older

TYPE OF DWELLING:

c W >-W

00

= = e--J

..... e:'Cl

C,!j Z en en u.J en en <C

Will you qualify for a PFD in 2008? 'f...:>res _No' Did you receive a PFD in 200?? :&"Yes _No' • If you answered NO to both of the above questions you must complete KPB .supplemental Form #1

OTHER EXEMPTIONS ~Single Family Residence

Condominium (.) W

0::: 0 ­«

CC W ~

Do you or your spouse qualify for and/or receive a property exemption in another tax jurisdiction?

_ Multi-Family (apartment. duplex, etc) Mobile Home

a: 0 :c

__Yes

City, State

',L-No

_ Other: Please specify

Borough/County

What percent of ownership do you alone (or jointly with your spouse) have in this property? LOO %

What portion of this property (if any) is used for commercial or rental purposes? D %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE ~__ ASSESSMENT AND FUTURE YEARS, AS OF JANUARY 1, 2008 I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

lScW\Jra.. IV- f) ea.lvl~ PRINT OR TYPE OWNER NAME

Return completed form and requested information to: Kenai Peninsula Borough Assessor· 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD EUGIBUTY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWWBOROUGH.KENAI,AK.US

o APPROVED

DISAPPROVED

FUll DVARIABlE

ASSESSOR'S

DCONTIG AGE VERIFIED BY

D PRIOR QUALIFIED

~EW APPLICANT

Revised Jan·08

Page 20:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

/7~//03/

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and survivinq spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

FURTHER AFFIANT SAITH NAUGHT.

Dated at ikm e, ,Alaska, this 2L£~ay of ttl)(,./ ,2008.

(

SUBSCRIBED AND SWQ,RN", TO before me thiS~ day of ..L1---JJltlJ , 2008.

AI\\\\\\!IW~lIb~ ~

()~~..~~~ , ./'cp.~. ~ I r ..~,: ... ~

!iii fNOTARY \ ¥i5 '*"""~~~.,.....jOo~~~---

I. '"\. PUBLIC j .. ~ My Commission Expires' [I 20 I ~..-. & ''''-§

~U";""""" 11 7!>'>~~it~:.fl';',,,,:,,,··~s ~ '~,,~ OF r>,\. ~

************************~nn"~~~******************·** .****************************************

ASSEMBLY ACTION: APPROVAL _ DENIAL

RECE\VEO t>,PR ~ 1 2GG~

R:\Forms\Latel File Wal'l/er Affidavit SR & VET.doc (Revised 2·2008) HOMER p..SSbS\NG

Page 21:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 144-180-15 Physical Address: 12063 EXCALIBER WAY

Legal Description: T 1N R 1W SEC 23 Seward Meridian SW 0000076 CAMELOT BYTHE SEA SUB LOT 4 BLK"3! '1.')"'I~>;SINr; 1

UNREIN SASSA PO BOX 193 SEWARD AK 99664-0193

Telephone: Cell Phone: _

I AM APPL'rING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD) ,,\/ Senior age 65 and spouse Will you qualify for a PFD in 2008? "y Yes _No' _Senior age 65 or older (individual) Did you receive a PFD in 2007? ~Yes _No'

• If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS ~ Single Family Residence Do you or your spouse qualify for and/or receive a

_

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes ,LNo

Mobile Home Other Please specify

City, State _

Borough/County

What percent of ownership do you alone (or jointly with your spouse) have in this property? i L\ C: %

What portion of this property (if any) is used for commercial or rental purposes? )1tlL.l:- %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY,

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE

T~,E NEXT FIVE, YrRS' EXEMPTIONS, , .....~ j 7 ') ,(, , '- . L/ .£J::: ( / / !.t /1.. (./LI ;qc -,/ \~ ~-~~N;,~gR TYPE~~~~~'NAME':/~~iN~TtRE lPCCl:'t,'L "j""D:;E c., '.

Return completed form and requested InformaMn to: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiG/BUTY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WVIMI,BOROUGHKENAI,AK,US

ASSESSOR'S USE ONL Y

o APPROVED

o DISAPPROVED

OWNERSHIP OCCUPANCY PERM FU~/ ,...;e;O r; AJ'

o PRIOR QUALIFIED

DFULL o VARIABLE o CONTIG AGE VERIFIED BY ~EW APPLICANT

ReVised Apr-08

Page 22:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

MAY 42008

KI'H ,\SSESSING I>EPl

AFFIDAVIT OF -;;;-~-==-:-;==-==~=:;-__(Senior Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

FURTHER AFFIANT SAITH NAUGHT.

Dated at~{'(J I 2008..Alaska. thisc21. day of----"='~~""""'-_"_I'+__,

I (eteranSignature)

~~\}~tl!!!I1!111k-~ I s;r /)11 /J~SUBSCRI~~~NTO before me this _ day of /V l- ,2008.

~o~···' .... ~ ~ §! • • ~

~t:::J! ..~~\ ~ ....... == :-,o'tfViC ! *'!e :>

~ \~-;~'" l~1 NOafYPUbIiC,Staaska •••••• •••••~..:~~ My Commission Expires: t~;> 'i . Qi( .rJ;1'Tf"O~ '\# '»hIHIJRIII\\\\\~~

***********************************************••••*************.******************.****~**********

"

ASSEMBLY ACTION: APPROVAL, ~ DENIAL _

R.\Forrns\lale Fila Waiver Affidavit SR & VET.doc (~evised 2~2008)

Page 23:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

MAY 29 /nnf'

APPLICATION FOR SENIOR CITIZEN EXEMPTII()Nss~::)~li"li'; Dk:P':

DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPUCANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 055-140-16 Physical Address: 36316 KALiFORNSKY BEACH RD

Legal Description: T 5N R 11W SEC 30 Seward Meridian KN 0001650 HEAVEN SCENT ACRES SUB LOT 8 BLK 2

ALEXANDER GARY D & GEORGIA PO BOX 1549 SOLDOTNA AK 99669-1549

Cell Phone:

I Senior age 65 and spouse _Senior age 65 or older (individual) _Surviving Spouse age 60 or older

TYPE OF DWELLING: T Single Family Residence

Condominium _ Multi-Family (apartment, duplex, etc)

Mobile Home Other: Please specify

_

ALASKA PERMANENT FUND DIVIDEND IPFDi Will you qualify for a PFD in 2008? -Lfes '7 No' Did you receive a PFD in 20077 _0/_yy,es _No' • If you answered NO to both of the above questions you must complete KPB Supplemental Form #1

OTHER EXEMPTIONS Do you or your spouse qualify for and/or receive a property exer1Jlltion in another tax jurisdiction? __Yes _V_No City, State _

Borough/County _

,•

What percent of ownership do you alone (or jointly With your spouse) have in this properly? !txt %

What portion of this property (if any) is used for commercial or rental purposes? .. If) %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 200B ASSESSMENT ANO FUTURE YEARS. AS OF JANUARY 1, &QQL, I OWNEO ANO OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I Will NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY,

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

C/r~jOf!'?[}a@12~~ >L..f-L- ! DATEPRINT OR PE ow R NAME

Return completed form an requested information to: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiGIBUTY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE OOROUGH WEBSITE. WWW.BOROUGH.KENAI.AKUS

ASSESSOR'S USE ONL Y

o APPROVED

n DISAPPROVED

OWNERSHIP OCCUPANCY PER~fbj.(f)'1

!XJPRIOR QUALIFIED

o VARIABLEo FULL OCONTIG AGE t

VERIFIED BY 1111111111111111111111111111111101

Revised Jan-Qa

Page 24:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

MAY 29 200M

AFFIDAVIT OF Garcit 0 & GROW; a P ll.l exander (Senior izen or Disabled eteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN'ANDIOR DISABLED VETERAN

This Application is made Pursuant to AS. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the followihg reason(s): During the period from the date the new Senior Citizens Exemption Application was mailed out sometime 1ll January 2008 and the due date 01 February 15, 2008, (and even the extended due date of March) we were out ofthe country.' We were in Mexico· and were not receiving any mall from me Oniled States. We did not get our mall until alter our retUrn to Alaska.

We had checked ,?,jtb the borough tax assessing department before )faxing the state and thQ],gbt

at that time we had fulfilled any and all tax form requirements that would be required while we were gOlle. *(see attached copies of AIM receipts in Mexico from Dec '07-March '08)

FURTHER AFFIANT SAITH NAUGHT.

,Alaska, this '2../day of~fi1a..:..=:=Lf'q--·_· ,2008.

~U1wvn~.V)-,-------Notary Public, State of Alas~~ \ 17 MfO'f1

My Commission Expires:_1+1-i 'l-ur I '

ASSEMBLY ACTION: APPROVAL _ DENIAL__~

R:\Form5\Uilt~ File Waiver Affida"1l' SR & VET doc (Revised 2-2008)

Page 25:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

MAY r 6 ~ULi(

IJ(PB ss' ". ESSiNG nrPI

We would appreciate your accepting this fonn. We just returned from out of state and . found this fonn buried in a huge stack of mail. ~

I had checked with your office prior to leaving and was under the impression that we had all of the necessary paperwork completed.

Sincerely,

Page 26:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21, 2007

COpy1,1"I,',,, 11",11"1,1111,,11,1,1,,1,,11,',,

ALEXANDER GARY D & GEORGIA POBOX 1549 SOLDOTNA AK 99669-1549

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application if you wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualify for Part I or both Parts I & II, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (1) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value of their primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a pennanent fund dividend. b. If the individual did not apply for a pennanent fund dividend, they would have

been eligible should they have applied.

Part II: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of $150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least 1 year

prior to January 1,2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as the primary residence and permanent place of abode, of a qualifying applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualify for exemption.

Page 27:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

ALEXANDER GARY D & GEORGIA 2008 - Senior Citizen Exemption Changes September 21, 2007 Page Two

All current Senior Citizen Exemptions will end as of December 31, 2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15, 2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

~.JA~~· Susan Guzman Exemption Examiner, Assessing Department

Page 28:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMSDecember 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

ALEXANDER GARY D & GEORGIA PO BOX 1549 SOLDOTNA AK 99669-1549

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15. 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenaLak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

-1:t.,.~ ~--t .. r ... _

Shane Horan Director of Assessing

I:ICrystal ReportslSenior_delay-SH.rpt

Page 29:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street • Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenai.ak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9, 2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000. .

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another... "

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

Page 30:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 85 OR OLOER ON JANUARY 1ST OF THE EXEMPll0N YEAR TO QUALIFY VERIFICAliON OF AGE MUST ACCOMPANY INI11AL FILING

ParcellD NUl11ber (PIN): 055-140-16 Physical Address: 36316 KALiFORNSKY BEACH RD

Legal Description: T 5N R 11W SEC 30 Seward Meridian KN 0001650 HEAVEN SCENT ACRES SUB LOT 8 BLK 2

Social Security No: _

Date of Birth: _

ALEXANDER GARY D &GEORGIA Spouse's Name: _ PO BOX 1549

Spouse's Date of Birth: _SOLDOTNA AK 99669-1549 COP"~ Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND (PFD) _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No' _Senior age 65 or older (individual) Did you receive a PFD in 20071 _Yes _No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _

Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_'Yo

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS AS OF JANUARY 1, ~, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY

CERllFICAll0N: I HEREBY CERTIFY THAT ALL OF THE ANSWIERS GIVEN ARE TRUE ANCI CORRECT TO THE BEST OF MY KNOWILEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (I) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION: AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS,

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested information to: Kenai Peninsula Borough Assessor - 144 North Binkley Street· Soldotna AK 99669

(907) 714·2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FDRMS REGARDING PFD ELlGIBLlTY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE, WWW.BOROUGHKENAI.AK.US

ASSESSOR'S USE ONL Y

o APPROVED

n DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IXJPRIOR QUALIFIED

o FULL o VARIABLE DCONTIG AGE VERIFIED BY 1111111110111111111111111111111111

Revised Jan-Oe

Page 31:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

DAPPROVED

DISAPPROVED

DFULL DCONTIG

00'7

REC~!VED

APPLICATION FOR SENIOR CITIZEN )uL 1 ':l: Z008 AND

$20,000 RESIDENTIAL EXEMPTION KPB ASSESSING DEPT

DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR APPLICANT MUST BE AGE 65 OR OLOER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel 10 Number (PIN): 057-260-02 Physical Address: 44536 CARVER DR

Legal Description: T 5N R 10W SEC 5 Seward Meridian KN 0001685 CARVER SUB PT 1 lOT 2 BlK 1

BETTY AMES 44536 CARVER DR KENAI AK 99611-6729

,­Telephone ~I Ii 7' J-l'3 ';) 1» Cell Phone: _

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD) Will you qualify for a PFD in 2008? .LYes _No'_Senior age 65 and spouse Did you receive a PFD in 2007? d..Yes _No'LSenior age 65 or older (individual) • If you answered NO to both of the above questions_'_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS 7 Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ MUlti-Family (apartment, duplex, etc) __Yes LNo

Mobile Home City, State _ Other: Please specify

Borough/County

What percent of ownership do you alone (or jointly with your spouse) have in this property? )0 %

What portion of this property (if any) ;s used for commercial or rental purposes?

I HEREBY APPLY FOR THE SENIOR CITIZEN ANO $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

AND FUTURE YEARS AS OF JANUARY 1, &ll!lL, I O'I'MED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT

PLACE OF ABODE, I 'MLL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN O'I'MERSHIP, PROPERTY USE, AND/OR OCCUPANCY,

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEOGE.

UNDERSTAND THAT 'MLLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR: AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION: AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS'

EXEMPTIONS

7-;1- C f DATE

Keturn completea torm ana requeslea Information to: Kenai Peninsula Borough Assessor - 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE WNW.BOROUGH.KENAl.AKUS

PRIOR QUALIFIEDPERM F~Uf'JD

~

AGE D NEW APPLICANT

VERIFIED BY ReVised Jun-DB

I

Page 32:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

•..

AFFIDAVIT OF (&~ {21'7i.-u/ (Senior c~n or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LA"rE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to AS. 29.45.030 Required Exemptions and KPB Code 5.12,105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s}:

,,!.qw 711M'~ t «hI 211=¥ ,'(..( .t'a,..au.. Cf!b'J.U4'1-<LU4d&.'~ &,..cl~

C(JIl1if' u,Q, 1/)C'?;J~14 I~U~,l Ld '¥f"c14wt!y f .'@.C-fF­

~.' e"i~' t A 11.1 "Your f:'w. J 1i.H..ai'"'"n;: ((;.,,"""t4 ""1"1' ~ ~ , 1 lVti... l1,J. /) u, 16.,' -crt,;, St14 ..0- ~l!t 1 !t-F'&Y!C ) ~':!=? \? 1}.-1 Luk,Q. ,·b,

FURTHER AFFIANT SAITH NAUGHT.

..h-<', .......Oated at ~4 i\. ttl' 0- , Alaska, this)!L day of ~J""L.w",,},"1-·-' , 2008.

*************************************************************************************•••***•••******

ASSEMBLY ACTION: APPROVAL, _ DENIAL _

R"\Forms\lale File Waiver Affidavit SR & VET.doc (Revised 2~2006)

Page 33:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

JUL - 7 2008 APPLICATION FOR SENIOR CITIZEN

AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPllON YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INIllAL FILING

ParcellD Number (PIN); 043-090-63 Physical Address: 1204 THIRD AVE

Legal Description: T 6N R 11W SEC 31 Seward Meridian KN 2000065 lOLA SU8D NO 2 LOT 4A

BANKS LOVELL & lOLA K 1204 3RD AVE KENAI AK 99611-7621

Telephone: Cfd7-J,.i3-tlrU36 Cell Phone 2 5";l.~ ~o 3

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD) Will you qualify for a PFD in 2008? ryes _No'vSenior age 65 and spouse Did you receive a PFD in 20077 ".yes _No'_Senior age 65 or older (individual) • If you answered NO to both of the above questions _Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING; OTHER EXEMPTIONS XSingle Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes VNo

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? t6¥J %

What portion of this property (if any) is used for commercial or rental purposes? (/1' %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2006 ASSESSMENT

AND FUTURE YEARS. AS OF JANUARY 1, 2006 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT

PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERllFICAllON: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR: AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION: AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

210 /?eDATE

"etum completea TOrm ana requested infOrmation to: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

PRINT OR TYPE OWNER NAME

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE. WWW.BOROUGH.KENAI.AK.US

D APPROVED

DISAPPROVED

~ FULL D

OWNERSH

VARIABLE DCONTIG AGE VERIFIED BY

D

PRIOR QUALIFIED

NEW APPLICANT

Revised Jun-Oe

I

Page 34:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

JUL - 72.008

iK.PB ASSESSING DEPT.

AFFIDAVIT OF _LoveJ I txLn lLS (Senior Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real PropertY Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

WkI ({ E yp f6.JM4, W&)U § f{ S.2 M'S ax plJPCgr

@ND ( dA1 ~12.cQ,MIAL' Wi? f1ht. 9Ilp;:!2..5' .

;£HA e E>"'IV Ti I

FURTHER AFFIANT SAITH NAUGHT.

Dated at 7 /7 k B ,Alaska, this _'_ day of . , 2008.

OFFICIAL SEAL KA STATE OF ALAS

SUE ELLEN ESSERT NOTARY PUBLIC

My Comm. Exp.: With Office

****************************************************************************************************

ASSEMBLY ACTION: APPROVAL _ DENIAL, _

R.\Forms\Late File Waiver Affida'Jil SR & VET.doc (Revised 2·2008)

Page 35:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21,2007

COpy1,1"1,1,,,11,",,11",111",1,11,,,,1,111111

BANKS LOVELL & lOLA K 1204 3RD AVE KENAI AK 99611-7621

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application if you wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualify for Part I or both Parts I & II, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (1) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value of their primary residence. The applicant must also meet the following conditions: a. The individual shaH be eligible for a permanent fund dividend. b. If the individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part II: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of $1 50,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least 1 year

prior to January I, 2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as the primary residence and permanent place of abode, of a qualifying applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualify for exemption.

Page 36:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

BANKS LOVELL & lOLA K 2008 - Senior Citizen Exemption Changes September 21,2007 Page Two

All current Senior Citizen Exemptions will end as of December 31, 2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15, 2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

k·~A7--Susan Guzman Exemption Examiner, Assessing Department

Page 37:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMSDecember 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

BANKS LOVELL & lOLA K 12043RDAVE KENAI AK 99611-7621

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15, 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenaLak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

-& ..Go- ~pt"''''''_ Shane Horan Director of Assessing

1:ICrystal ReportsISenior_delaLSH.rpt

Page 38:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenaLak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9, 2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Pennanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Pennanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

pennanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the fonn that was previously available from October 2007 through January 8,2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, pennanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another. .. "

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) ofthe dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

Page 39:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPlION YEAR TO QUALIFY VERIFICAliON OF AGE MUST ACCOMPANY INI1lAL FILING

ParcellD Number (PIN): 043-090-63 Physical Address: 1204 THIRD AVE

Legal Description: T 6N R 11W SEC 31 Seward Meridian KN 2000065 lOLA SUBD NO 2 LOT 4A

Social Security No: _ 111111111111111111111111111111111111111111111111111111111111 Date of Birth: _

BANKS LOVELL & lOLA K Spouse's Name: _ 12043RDAVE

Spouse's Date of Birth: _KENAI AK 99611-7621 COpy Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND (PFD) _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No' _Senior age 65 or older (individual) Did you receive a PFD in 2007? _Yes _No' _Surviving Spouse age 60 or older o If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ MUlti-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I O\I\INED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFiCE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERlIFICAlION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE, I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested Information to: Kenai Peninsula Borough Assessor· 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-600-476-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. 'MI'MIBOROUGH.KENA/.AK.US

ASSESSOR'S USE ONLY

o APPROVED

n DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IXJPRIOR QUALIFIED

o FULL o VARIABLE OCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan-DB

Page 40:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

RECEiVED

APPLICATION FOR SENIOR CITIZEN JUN .-. 2008 AND 3 U

$20,000 RESIDENTIAL EXEMPTIO~B ASSESSING DEPT DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATlON OF AGE MUST ACCOMPANY INITIAL FILING

Parcel 10 Number (PIN): 017-130-51 Physical Address: 42125 SAM ST

Legal Description: T 6N R 12W SEC 23 Seward Meridian KN 0950089 HENLEY ADDN NO 4 LOT 3A BLK 1

BORGEN ROBERT L PO BOX 7964 NIKISKI AK 99635-7964

I,/} /}t1,"1-J.I"::/Telephone:'!? [- A>U'(''L"j) Cell Phone _

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD) Will you qualify for a PFD in 2008? LYes No·--XSenior age 65 and spouse Did you receive a PFD in 20077 _Yes KNo·YSenior age 65 or older (indiVidual) • If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS ~Single Family Residence Do you or your spouse qualify for and/or receive a . Condominium property exemption in another tax jurisdiction?

_ Multi-Family (apartment, duplex, etc) _Yes~./." ./Mobile Home City, State -~;g;{i77·ti'A . Other: Please specify

Borough/County ~. tt:'E:~:d~~_~_.~_L- _

What percent of ownership do you alone (or jointly with your spouse) have in this property? Ie C %

What portion of this property (if any) is used for commercial or rental purposes?

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

AND FUTURE YEARS. AS OF JANUARY 1. 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT

PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP. PROPERTY USE. ANDIOR OCCUPANCY

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION: AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS'

EXEMPTIONS.

,r ;{ :-:A DATE

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE WWWBOROUGH.KENAI.AKUS

JI ' "S IlSE DNL Y 2~~""'~1

o APPROVED OWNE~ OCCUPANCY PERM FUND ~RIOR QUALIFIED

n DISAPPROVED NC , ,~lt /; I ..-;Xi

o NEW APPLICANT :

OFULL DVARIABLE DCONTIG AGE ,

VERIFIED BY ReVIsed Jun-08

I

Page 41:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

RECEIVED

JjN 3 0 200B

KP6 ASSESSING OEPl I) r2I)

K{~U 'r r- ,I f~){~1- C~:k' ,)'-------­AFFIDAVIT OF (Senior Citizen or Disabled Veteran Name) "

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and survivinq spouses thereof

Failure to meet the filing deadline is based on the following reason(s):

FURTHER AFFIANT SAITH NAUGHT,

Dated at 5dbkn~ .Alaska, this3)'f~day Of_~.=:::::;~=--=-=:,,-__,2008,

\ (Senior Citizen an lor 01 able eteran Signature)

.-, ~ ~

SUBSCRIBED AND SWORN TO before me this:::[) day of (\. A /1"4-< , 2008.

OFFICIAL SEAL . ~ ~ ~C~ ~C' I STATE OF ALASKA ~ ~I~~~

SUE ELLEN ESSERT Notary Public, State of AI~SI\C NOTARY PUBLIC My Commission Expires: LJ' I U-­

My Comm. Exp.: With Office

••*************************************************************••***********************************

ASSEMBLY ACTION: APPROVAL _ DENIAL _

R\Forms\Late File Waiver Affidavit SR & VET. doc (Revised 2-200B)

Page 42:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21,2007

COpy1,1"1,111111.,,,11.,1,1.1" ,11,111,111111,,1

BORGEN ROBERT L POBOX 7964 NIKISKI AK 99635-7964

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application if you wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualifY for Part I or both Parts I & II, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (1) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value of the ir primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. If the individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part ll: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of $150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least 1 year

prior to January 1,2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as the primary residence and permanent place of abode, of a qualifYing applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualifY for exemption.

Page 43:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

BORGEN ROBERT L 2008 - Senior Citizen Exemption Changes September 21, 2007 Page Two

All current Senior Citizen Exemptions will end as of December 31, 2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15, 2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

~~~--. Susan Guzman Exemption Examiner, Assessing Department

Page 44:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

__

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMSDecember 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

BORGEN ROBERT L PO BOX 7964 NIKISKI AK 99635-7964

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15. 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenaLak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

-&. &~ ~...,tL','"'ialool"--'e.-Shane Horan Director of Assessing

J:ICryslal ReportsISenior_delaLSH.rpt

Page 45:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenai.ak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9, 2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another... "

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

Page 46:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

,~""

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 85 OR OLDER ON JANUARY 1ST OF TIlE EXEMPll0N YEAR TO QUALIFY•...~ VERIFICA1l0N OF AGE MUST ACCOMPANY INI11AL FILING

ParcellD Number (PIN): 017-130-51 Physical Address: 42125 SAM ST

Legal Description: T 6N R 12W SEC 23 Seward Meridian KN 0950089 HENLEY ADDN NO 4 LOT 3A BLK 1

Social Security No: _1.1 •• 1.1111 11 •••• 11111.1.1 ••• 1111 ••• 11 ••• 1•• 1. 11 ••• 1•• 1•• 1.1 Date of Birth: _

BORGEN ROBERT L Spouse's Name: _ PO BOX 7964

Spouse's Date of Birth: _NIKISKI AK 99635-7964 COpy Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND IPFD) _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No· _Senior age 65 or older (individual) Did you receive a PFD in 2007? _Yes _No· _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _

Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE. ANDIOR OCCUPANCY

CERllFICAll0N: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested information to: Kenai Peninsula Borough Assessor· 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE 'MWV.BOROUGH.KENAI.AK.US

ASSESSOR'S USE ONLY

D

I n APPROVED

DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IXJPRIOR QUALIFIED

DFULL D VARIABLE DCONTIG AGE VERIFIED BY 111111111111111111111111111111

Revised Jan-oa

Page 47:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

HECEllVEf,APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING APR .• ~ 1·

ParcellD Number (PIN): 231-110-03 Physical Address:

Legal Description: T 4S R22W SEC 6 Seward Meridian IL 0005178 US SURVEY 5178

I rill I rllIllllllIllllllllIllIlllIlllIllIllIllll.lIllllllIlll

BYERS WAYNE PO BOX 608 KENAI AK 99611-0608

Telephone: ----'-."#=;r;:~--- Cell Phone: _-_-_- _

ALASKA PERMANENT FUND DiVIO NLJ PFD _Senior age 65 and spouse Will you qualify for a PFD in 200B?........ -"dYes _No' _Senior age 65 or older (individual) Did you receive a PFD in 2007? ,\_Yes _No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property extion in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes. No

City, State _

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property?

What portion of this property (if any) is used for commercial or rental purposes? / ~~o~(,

Mobile Home Other: Please

~\"7,1/ ~ ,'//)4"

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY :FOR THE' 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 . I OWNED ANO OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

'V1Aa-:'~' ")C6~'!3 H~ATE

')

Return completed form and requested information to; Kenai Peninsula Borough Assessor -144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 Dr 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiG/BLITY MAY BE OBTA/NED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE WWW.BOROUGH.KENAI.AKUS

ASSESSOR'S USE ONL Y

OCCUPANCYOWNERSHIP IXJPRIOR QUALIFIED APPROVED PERM~D,-oo'! .

AGEo FULL o VARIABLE OCONTIG 11111111111111111111111111111111111VERIFIED BY

0 1

1­Revised Jan-DB

Page 48:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

-d31-llo-o~

AFFIDAVIT OF """7:""~~---.'~=:-:~~~L.=.,,.-~=-==­(Senior Citize r Disabled Veteran arne)

AND APPLICATION FOR APPROVAL OF LATE FILING .JUN 1FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to AS. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and survivinq spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

'/.ukr4ao ie /fo /I1a /1 lid 4 4 dt$, l)&1t;cYc7--(4C?('k1 J/t'" -:J.cxR:., 7,; //rut!- ¢aq~ [JdURe /;­

FURTHER AFFIANT SAITH NAUGHT.

Dated at Soldo iNA. .Alaska, this ~ay of ,&udC ,2008.

SUBSCRIBED AND SWORN TO before me this J:l-day of ----,.''4-''-:..=..<..=....:=--. 2008.

'"f%~>.. . . I . L)Ft'IOIACS'EAL

i wrATE OF ALASKA SUSAN 1... GUZMAN

l NO'TARY PUBLIC My Comm. Exp.;

'~~

********************************************.**********••***************••••••**********************

ASSEMBLY ACTION: APPROVAL. __ DENIAL. _

R'\Forms\late File Waiver Affidavit SR & VET.doc (ReIJlsed 2.2006)

Page 49:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 66 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN) 133-440-04 Physical Address: 22822 SHREK ST

Legal Description: T 3N R 12W SEC 35 Seward Meridian KN 0780103 RESUB HOMESTEAD SUB LOT 5 BLK 1

RECE!IVED

COMBS TAYLOR & JEANETTE JUL 1 7 2008 PO BOX 402 SOLDOTNA AK 99669-0402 KPB ASSESSING DEPT

Telephone ;J.(,O -.J 9L/o Cell Phone: .J9i- OJitlJ,r

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND

~nior age 65 and spouse ~enior age 65 or older (individual) _SurviVing Spouse age 60 or older

TYPE OF DWELLING: :::k:?§ingle Family Residence

Condominium _ Multi-Family (aparlment, duplex, etc)

Mobile Home Other: Please specify

Will you qualify for a PFD in 2008? _No" Did you receive a PFD in 2007? _Yes .Jc:::I'ro" " If you answered NO to both of the above questions you must complete KPB Supplemental Form #1

OTHER EXEMPTIONS Do you or your spouse qualify for and/or receive a properly exemption in another tax jurisdiction? __Yes ~o

City, State _

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? /t/O %

What portion of this property (if any) is used for commercial or rental purposes? 0 %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

AND FUTURE YEARS. AS OF JANUARY I, ~, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT

PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY,

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR: AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS'

EXEMPTIONS.

7 ... /7- o~ PRINT OR TYPE OWNER NAME SIGNATURE DATE

Kelurn complelea TOrm ana requestea Imormallon TO: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiG/BLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE. WWWBOROUGH.KENAI.AKUS

" JI' "c;: II'~F ONI V ..~ ~I

o APPROVED OWN~ ~ANCY )~FUNDol ~'i-/ ~ PRIOR QUALIFIED n DISAPPROVED ff'P ~

L$l.FULL AGE o NEW APPLICANT

i o VARIABLE DCONTIG I

VERIFIED BY ReVised Jun-OB

I

Page 50:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

RECE!IVED

.)UL 1 7 2008

KPB ASSESSING DEPT RECeiVED

_ 1 7 2008AFFIDAVIT OF J~ yLoR d:,;Y) (j'S (SeniofCItizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING KPB ASSESSING DEPT FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):I Tf!o£tC/i T (flAp ALlfL~A f),l/ deE¥-={ £.()

FURTHER AFFIANT SAITH NAUGHT.

Dated at SP~ /) t2 7N", , Alaska, this 1..2- day of ,74- L V ,2008.7

My Commission Expires: LV,/~(...f...

******************************************************************************.*********************

Notary PUblic, State of ska "

SUBSCRIBED AND SWORN TO before me this fl day of --"7~~~--' 2008.

ASSEMBLY ACTION: APPROVAL _ DENIAL _

R:\FonTIs\Late File Waiver Affidavit SR & VET.doc (Revised 2.2008)

Page 51:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21,2007

COpy1,1..1,1".11,.,11•• 1.1 "11,,,,1,.111 III..1,1

COMBS TAYLOR & JEANETTE PO BOX 402 SOLDOTNA AK 99669-0402

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application if you wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualifY for Part I or both Parts I & n, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (I) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower ofa person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value of their primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. lfthe individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part II: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of $150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least I year

prior to January I, 2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel ofproperty that is owned and occupied as the primary residence and permanent place of abode, of a qualifYing applicant. Subsidiary parcels (necessary for use ofthe primary parcel) may also qualify for exemption.

Page 52:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

COMBS TAYLOR & JEANETTE 2008 - Senior Citizen Exemption Changes September 21, 2007 Page Two

All current Senior Citizen Exemptions will end as of December 31, 2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15,2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

k-.;JA~-", Susan Guzman Exemption Examiner, Assessing Department

Page 53:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMSDecember 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

COMBS TAYLOR & JEANETTE PO BOX 402 SOLDOTNA AK 99669-0402

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15, 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenai.ak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

.-I!L-.,.~~ Shane Horan Director of Assessing

1:ICrystal ReportsISenior_delay-SH.rpt

Page 54:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenaLak.u5

JOHN J. WILLIAMS BOROUGH MAVOR

January 9, 2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To he eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another..."

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

Page 55:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 85 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICA110N OF AGE MUST ACCOMPANY INI11Al FILING

Parcel ID Number (PIN): 133-440-04 Physical Address: 22822 SHREK ST

Legal Description: T 3N R 12W SEC 35 Seward Meridian KN 0780103 RESUB HOMESTEAD SUB LOT 5 BlK 1

Social Security No: ~ _ 1111111111111111111111111111111111111111111111111111111111II Date of Birth: ~ _

COMBS TAYLOR & JEANETTE Spouse's Name: _ POBOX 402

Spouse's Date of Birth: _COpySOLDOTNA AK 99669-0402

Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND IPFDl _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No' _Senior age 65 or older (indiVidual) Did you receive a PFD in 2007? _Yes _No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _

Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 . ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE IIMLL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERTIFICAll0N: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT IMLLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO 51,000 FOR EACH VIOLATION; ANO (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested information to; Kenai Peninsula Borough Assessor -144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELIGIBLITY MA Y BE OBTAINED BY CONTACTiNG THE ASSESSOR'S OFFICE OR ON THE BOROUGH IM;BSITE. 'MW>'.BOROUGHKENAI.AKUS

ASSESSOR'S USE ONL Y

o APPROVED

In DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND ~PRIOR QUALIFIED

o FUll o VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan-08

Page 56:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

;(1iAPPLICATION FOR SENIOR CITIZEN

AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 043-250-19 Physical Address: 613 FIR DR

Legal Description: T6N R 11W SEC 31 Seward Meridian KN 0001522 WOODLAND SUB PT I LOT 9 BLK L

CREASEY RONALD T & ANNA

613 FIR DR

KENAI AK 99611-7536

Telephone: .2 'l .:3 - (') -'5 ) / Cell Phone: ,~-7d - C;,:)32

I AM APPL YING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD)

Will you qualify for a PFD in 2008? X Yes _No'_Senior age 65 and spouse

2C-Senior age 65 or older (individual) Did you receive a PFD in 2007? 1L-Yes _No' • If you answered NO to both of the above questions .:teSurviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS

X-. Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction?

_ Multi-Family (apartment, duplex, etc) __Yes ---lLNo

Mobile Home City, State ~~ _ Other: Please specify

Borough/County

What percent of ownership do you alone (or jointly with your spouse) have in this property? /("0 %

What portion of this property (if any) is used for commercial or rental purposes? l!;1 %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS, AS OF JANUARY 1, OQQL, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1,DOD FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS

EXEMPTIONS. /; /) /? au ;U 4 l!n2Ci 5 ~ L-L.-)2---r/l./t'.- L--v4-cJ.£.Vj. !: 7 -2 ~ c;y

PRINT OR TYPE OWNER NAME SIGNATURE () DATE Keturn completed lorm and requested InlormaliOn 10:

Kenai Peninsula Borough Assessor· 144 North Binkley Street· Soldotna AK 99669 (907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGAROING PFO ELiG/BLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE. WWW.BOROUGH.KENAI.AK.US

o APPROVED PERM);",flNb ~OCCU~.A~Y/y¥ d-Ct5'7 IY',YDISAPPROVED

AGE o NEW APPLICANTULL o VARIABLE DCONTIG VERIFIED BY

Revised Jun-OB

Page 57:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

JUl n 8 llJO~

AFFIDAVIT OF / ('~ {j s e (Senior Citizen or Disabled Veteran Name

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to AS. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and survivinq spouses thereof.

Failure to meet the filing deadline is based on the following reason(s : "7 J D <2- "" ( v 'j.. 6 j

l! &

FURTHER AFFIANT SAITH NAUGHT.

Dated at d, 0 ( d() -t-rtc!t, ,Alaska, this g ~ay of ~JLJ I L \ ,2008.

OFFICIAL SEAL STATE OF ALASKA

SUE ELLEN ESSERT NOTARY PUBLIC

My Comm. Exp.: With Office

****************************************************************************************************

ASSEMBLY ACTION: APPROVAL _ DENIAL, _

R.\Forms\late Fila Waiver Affidavit SR & VET.doc (Revised 2·2006)

Page 58:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21,2007

COpy1.1"',1",11"" ,II IIIIII" ,1.1,1",11.. 11"

CREASEY RONALD T & ANNA 613 FTRDR KENAI AK 99611-7536

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application if you wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualifY for Part I or both Parts I & n, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (1) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption of the first $I50,000 of assessed value of their primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. Tfthe individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part II: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of$150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least 1 year

prior to January 1, 2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as the primary residence and permanent place of abode, of a qualifYing applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualifY for exemption.

Page 59:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

CREASEY RONALD T & ANNA 2008 - Senior Citizen Exemption Changes September 21, 2007 Page Two

All current Senior Citizen Exemptions will end as of December 31,2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15,2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

k-;JA'r""-'Susan Guzman Exemption Examiner, Assessing Department

Page 60:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

J 0 H N J. W ILL IA M S December 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

CREASEY RONALD T & ANNA 613 FIR DR KENAI AK 99611-7536

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15, 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenaLak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

-.../?,t. ..~ ~.. l.­

Shane Horan Director of Assessing

I:\Crystal Reports\Senior_delay-SH.rpl

Page 61:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenai.ak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9, 2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another ..."

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

Page 62:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPUCANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPliON YEAR TO QUAUFY VERIFICAllON OF AGE MUST ACCOMPANY INIllAL FlUNG

ParcellD Number (PIN): 043-250-19 Physical Address: 613 FIR DR

Legal Description: T 6N R 11W SEC 31 Seward Meridian KN 0001522 WOODLAND SUB PT I LOT 9 BLK L

Social Security No: _ IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII.II~I ~I "'y Date of Birth:

CREASEY RONALD T & ANNA \II U t' _Spouse's Name: 613 FIR DR

Spouse's Date of Birth: _KENAI AK 99611-7536

Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND (PFD) _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No· _Senior age 65 or older (individual) Did you receive a PFD in 20071 _Yes _No· _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex. etc) __Yes __No

Mobile Home City, State _

Other: Please specify

Borough/County _

What percent of ownership do you alone (or joinUy with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

1 HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 _ ASSESSMENT AND FUTURE YEARS. AS OF JANUARY '. 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE. ANDIOR OCCUPANCY.

CERllFICAllON: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWILEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested information to. Kenai Peninsula Borough Assessor - 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-600-476-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD EUGIBUTY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE DR ON THE BOROUGH WEBSITE WWWBOROUGH.KENAI.AKUS

ASSESSOR'S USE ONL Y

o APPROVED

In DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND !XJPRIOR QUALIFIED

o FULL o VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan-oa

Page 63:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

·' .. APPLICATION FOR SENIOR CITIZEN EXEMPTION";9<:nR,"~,

DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR":' 4pr, , "

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1STOF THE EXEMPTION YEAR TO QUALIFY" .I if ,1:{J[}i VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING ,j( ",~, , l';~·Skl'.r,,n

< ~;~t'; ~lr,

ParcellD Number (PIN): 015-180-35 -t3<a Physical Address: 47094 SPRUCE HAVEN ST

Legal Description: T 7N R 12W SEC 25 Seward Meridian KN 0850082 RUTH HAVEN ESTATES SUB SMITH ADDN lOT 3A BlK 2

1.1111,1.,,111111111,"111 .1,"11111. 1111,111111,1.11., •.1.1

DEAN LARRY J & MARGARET 47076 SPRUCE HAVEN ST KENAI AK 99611-9677

Telephone: 77tr: ~ J"//I Cell Phone: J 1 't - 0 y C; 7 ALASKA PERMANENT FUND DIVIDEND (PFDl

.:::6.Senior age 65 and spouse Will you qualify for a PFD in 2008? -K'{es _No' C-Senior age 65 or older (individual) Did you receive a PFD in 20017 LYes _No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Fonm #1

~.

TYPE OF DWELLING: OTHER EXEMPTIONSY Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction?

::x Mobile Home Multi-Family (apartment, duplex, etc) __Yes +No

City, State _Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? 1 i) i) %

What portion of this property (if any) is used for commercial or rental purposes? %0 I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS,

AS OF JANUARY 1, 2008 , I OWNED ANO OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABOOE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANOIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT All OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; ANO (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; ANO (3) LOSS OF ELIGIBILITY TO RECEIVE

PRINT OR WPE OWNER NAME

THE NEXT FIVE YEARS' EXEMPTIONS.

Retum completed form and requested information to: Kenai Peninsula Borough Assessor - 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 " ADDITIONAL FORMS REGARDING PFD ELIG/BUTY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWW.BOROUGH.KENAI.AK.US

ASSESSOR"S USE ONL Y

IXJPRIOR QUALIFIEDo APPROVED

DISAPPROVED

AGEo FULL o VARIABLE DCONTIG 111111111111111111111111111111VERIFIED BY

Revised Jan·08

Page 64:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

****************************************************************************************************

AFFIDAVIT OF i AR IfY It Dea 0/ (Senior Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to AS. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and survivinq spouses thereof.

Failure to meet the filing deadline is based on the following reason(s): .r: )t\{ 6-5 +tn. It a J Gr A 'OC OF- rl3e C.J.< 'eeoc/aLe (. 1 >r:# a".. CC0stic a

. " o Is? r: heldeice r Oro *",-,- ti4;C1T dAogLeD<

FURTHER AFFIANT SAITH NAUGHT.

Dated at .d~,y, ,Alaska, this M..- day of 16;; S-- ,2008.

SUBSCRIBED AND SWORN TO before m

ASSEMBLY ACTION: APPROVAL. _ DENIAL, __

R.\Forms\Late File Waiver Anldavlt SR & VET.doc (Revised 2"2D~)

Page 65:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

RECEIVED

APPLICATION FOR SENIOR CITIZEN ,(jUG 0 ;) 2008

AND 1(PB ASSESS $20,000 RESIDENTIAL EXEMPTION ING DEPT

DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 159-020-08 Physical Address: 16750 STERLING HWY

Legal Description: T 2S R 14W SEC 4 Seward Meridian HM PTN SE1/4 BEGIN @ 1/4 CORNER OF SECS 4 & 9 TH E 1"7" 7fi FT' TH N "?fi?1 FTTO POR' TH N 1"nFf'. 11'F 417? FT TO r:ORNFR?' TH N fi4nFf'. ??'W

DEMIDOFF MAE PO BOX 39053 NINILCHIK AK 99639-0053

Telephone: 'It'''7-~-t./- ."""t-"zl<?Cell Phone: 39"7'-- J..;," ~'~'.

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD) Will you qualify for a PFD in 2008? :f.-Yes _No'_Senior age 65 and spouse Did you receive a PFD in 20077 2L-Yes _No'.2..,.Senior age 65 or older (individual) • If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS .;t, Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ MUlti-Family (apartment, duplex, etc) __Yes -4-No

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? /,,-,;.1 %

What portion of this property (if any) is used for commercial or rental purposes? 0 %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

AND FUTURE YEARS AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I VVLL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY

CERTIFICA TION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT VVLLFUL MISREPRESENTATION IS PUNISHABLE BY III FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS'

?-t.-' " 'J''''''£!e-,",:&~.:::J-c..

EXEMPTIONS

PRINT OR TYPE OWNER NAME SIGNATURE fl i/ DATE Keturn completed torm and requesleo Inrormal10n 10:

Kenai Peninsula Borough Assessor· 144 North Binkley Street· Soldotna AK 99669 (907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIDNAL FDRMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE. WWW.80ROUGHKENAI.AK.US

DAPPROVED OWNERSHIP RIOR QUALIFIED

DISAPPROVED

OCCUPANCY

AGEDFULL DVARIABLE DCONTIG D NEWAPPLICANT

VERIFIED BY Revised Jul-Oa

I

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----------------------

RECEIVED

MUG 0 5 2008

KPB ASSESSING DEPT ."

AFFIDAVIT OF (.?;;?;?~~./d~~£ (Senior Citizen or Disabled Veti?r'an Name)

AND APPLlCA1"ION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and survivinq spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

FURTHER AFFIANT SAITH NAUGHT.

Dated at &~ ,Alaska, thiS~ day of....:Q"-"-'.t.A..""""'i97'lA..~S.'--'{:-=---_,2008.

(Senior Citizen and/or Disabled eran Signature)

SUBSCRIBED AND SWORN TO before me thip--0J day of ,2008.~LLD-t

&~~OFFIOIAI. SEAl. STATE OF AL.ASKA

SUE ELLEN ESSERT NOTARY PUBLIC

My Comm. Exp.: With Offioe

~tary PUblic, State of AI~S~~ rvI L', ,,~ My Commission EXPires:~

****************************************************************************************************

ASSEMBLY ACTION: APPROVAL. _ DENIAL, _

R:\Forms\Lale File Waiver Affidavit SR & VET_doc (Revised 2-2008)

Page 67:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441. Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21, 2007

COpy1,1"1,1".11,,,,11,1,1,,1111111'1111,111111.

DEMIDOFF CECIL & MAE PO BOX 39053 NINILCHIK AK 99639-0053

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application if you wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualify for Part I or both Parts I & n, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (I) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower ofa person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value of their primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. If the individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part II: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of $150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least 1 year

prior to January 1,2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as the primary residence and permanent place of abode, of a qualifying applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualify for exemption.

Page 68:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

DEMIDOFF CECiL & MAE 2008 - Senior Citizen Exemption Changes September 21,2007 Page Two

All current Senior Citizen Exemptions will end as of December 31,2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15, 2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441. .

Sincerely,

~"~.£!7r"'''---'Susan Guzman Exemption Examiner, Assessing Department

Page 69:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna,Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMSDecember 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

DEMIDOFF MAE PO BOX 39053 NINILCHIK AK 99639-0053

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15. 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenaLak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

-&._-c..- ~t ..... _ Shane Horan Director of Assessing

Page 70:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenai.ak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9, 2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another ... "

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the a<;sessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

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APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLOER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITlAL FlUNG

ParcellD Number (PIN): 159-020-08 Physical Address: 16750 STERLING HWY

Legal Description: T 2S R 14W SEC 4 Seward Meridian HM PTN SE1/4 BEGIN @ 1/4 CORNER OF SEeS 4 & 9 TH E 1575.76 FT: TH N526.23 FT TO POB: TH N 35DEG 13'E417.2 FTTO CORNER 2; TH N 64DEG 22W

I. 1•• 1.1 ••• 11 •••• 11.1.1 •• 11 ••• 1111 •• 1.1 ••• 11 •• 1.111.11.1 •• 1. Social Security No:

Date of Birth:

_

_

DEMIDOFF MAE PO BOX 39053 NINILCHIK AK 99639-0053 COP\

Spouse's Name:

Spouse's Date of Birth:

_

Telephone: Cell Phone: _

_Senior age 65 and spouse _Senior age 65 or older (individual) _Surviving Spouse age 60 or older

ALASKA PERMANENT FUND DIVIDEND (PFDl Will you qualify for a PFD in 2008? _Yes _No· Did you receive a PFD in 20077 _Yes _No· • If you answered NO to both of the above questions you must complete KPB Supplemental Form #1

TYPE OF DWELLING: _ Single Family Residence

Condominium _ Multi-Family (apartment, duplex, etc)

Mobile Home Other: Please specify

OTHER EXEMPTIONS Do you or your spouse qualify for and/or receive a property exemption in another tax jurisdiction? __Yes __No

City, State _

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 _ ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1. 2008 . I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP. PROPERTY USE. ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWIERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested information to. Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH VvEBSITE. VVWWBOROUGH.KENA/.AK.US

ASSESSOR'S USE ONL Y

o APPROVED

n DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IXJPRIOR QUALIFIED

o FULL o VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan~06

Page 72:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 066-270-29 Physical Address: 32136 MOONSHINE DR

Legal Description: T 5N R BW SEC 20 Seward Meridian KN 0760173 KING RAPIDS SUB LOT 11 BLK 1

ELIZABETH EASTMAN 32136 MOONSHINE DR JU L 1 8 2[jDR SOLDOTNA AK 99669-8904

Telephone:iP:;z 4t.o1-¥"J~&J Cell Phone: _

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD)

Will you qualify for a PFD in 2008? LYes _No'lL..Senior age 65 and spouse Did you receive a PFD in 2007? -x-Yes _No'_Senior age 65 or older (individual) • If you answered NO to both of the above questions _Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS

X Single Family Residence Do you or your spouse qualify for and/or receive a Condominium property exemption in another tax jurisdiction?

_ MUlti-Family (apartment, duplex, etc) __Yes ~No

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? '.0 %

What portion of this property (if any) is used for commercial or rental purposes? o %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, ~, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

~ Iff·~o DATE

RIOR QUALIFIED

ULL DVARIABLE D CONTIG o NEW APPLICANT

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE. WWW.BOROUGHKENAI.AK.US

o APPROVED

DISAPPROVED

AGE VERIFIED BY

Revised Jun-OB

Page 73:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

otary Public, Sta e laSkj .

__' 200B.

RECEJ1/r:-. AFFIDAVIT OF C;;L /2 FU~£-rff G f/5 IHl4iJJUl 1 8'--.J

(Senior Citizen or Disabled Veteran Name) . 2008 AND APPLICATION FOR APPROVAL OF LATE FILI~B A.sSc"_ FOR SENIOR CITIZEN AND/OR DISABLED VETERAN '''vINe DEPT

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

FURTHER AFFIANT SAITH NAUGHT,

Dated atJLl~ ,Alaska, this a day of ~ ,200B.

SUBSCRIBED AND SWORN TO before me this -IX- day of-r=~"""""~...--

.~~ .... OFFICIAL SEAL

STATE OF ALASKA SUSAN L. GUZMAN

. NOTARY PUB I My Comm. EXp.: ~~§Sii&J My Commission Expires: ~~ Pfl-* cr1

****************************************************************************************************

ASSEMBLY ACTION: APPROVAL _ DENIAL _

R:\Forms\Lale File Waiver Affidavit SR & VET,doc (Revised 2-2006)

Page 74:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

.JUI..; 8 2008 APPLICATION FOR SENIOR CITIZEN

AND $20,000 RESIDENTIAL EXEMPTION ,,/

DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel ID Number (PIN): 165-090-01 Physical Address: 31513 STERLING HWY

Legal Description: T 4S R 15W SEC 22 Seward Meridian HM 0004949 ANCHOR SUB OF DALE D DONER HOMESTEAD lOT 1

ESKELSON GERALDINE PO BOX 64 ANCHOR POINT AK 99556-0064

Telephone: CW7 -23,i"' -70'):...ell Phone: 3C?i/-If; 7J­I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD)

Will you qualify for a PFD in 2008? /./Yes No'_Senior age 65 and spouse Did you receive a PFD in 2007? ~Yes No'~enior age 65 or older (individual) • If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must compiete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS

---LcSingle Family Residence Do you or your spouse qualify for and/or receive a Condominium property exemption in another tax jurisdiction?

_ Multi-Family (apartment, duplex, etc) __Yes -X:-No Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? 100 %

What portion of this property (if any) is used for commercial or rental purposes? o %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

AND FUTURE YEARS. AS OF JANUARY 1, 2!llill-, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT

PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS'

EXEMPTIONS,

JJ ~, ~~. » ~'!@~ r~?D! ~ 7-/3-0<"(

SIGNATURE DATE KelUrn completea Torm ana requestea InTOrmatlon to:

Kenai Peninsula Borough Assessor -144 North Binkley Street - Soldotna AK 99669 (907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

, ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE. WWW.BOROUGH.KENAI.AK.US

PRINT OR TYPE OWNER NAME

DISAPPROVED

PRIOR QUALIFIEDD APPROVED

AGEDVARIABLE D CONTIG D NEW APPLICANTL VERIFIED BY

Revised Jun·08

I

Page 75:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

JUL 18 2008

;,PH ASSESSING DEPT. 1 AFFIDAVIT OF J

(Senior Ci zen or Disa led Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and survivinq spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

j 1i?,1) OCYY1 ~t! -?'4t2-u1; 4f~ ~)J JILeA?=+­

'I.!'-fi :;1 4 hI! g.~& Q,.a i, bi QA Q *"",J (Z /' aktd ­

FURTHER AFFIANT SAITH NAUGHT.

Dated at aw,L, ~i ,Alaska, this ~ day of Cj..~.. ,2008.

SUBSCRIBED AND SWORN TO before me this' ') day of :J 1..J'1 , 2008.

CfiSS'la-----'aU~~IJI.IloIoA.IIf)~.. ....::::.......~~ Notary PUDliC~~~ My Commission Expires: ~l*

DENIAL.ASSEMBLY ACTION: APPROVAL. _ _

R\Forms\late File Waiver Affida'w'it SR & VET.doc (Revised 2-200B)

Page 76:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21, 2007

COpy1,'"1,1",1,1,,1,1,,11"11,,,11,",111111,,1

ESKELSON GERALDINE POBOX 64 ANCHOR POINT AK 99556-0064

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application if you wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualify for Part I or both Parts I & II, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (I) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value of their primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. If the individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part ll: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of $150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least I year

prior to January 1, 2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as the primary residence and permanent place of abode, of a qualifying applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualify for exemption.

Page 77:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

ESKELSON GERALDINE 2008 - Senior Citizen Exemption Changes September 21, 2007 Page Two

All current Senior Citizen Exemptions will end as of December 31, 2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15, 2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

~;JA'7r.c>"-· Susan Guzman Exemption Examiner, Assessing Department

Page 78:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMSDecember 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

ESKELSON GERALDINE PO BOX 64 ANCHOR POINT AK 99556-0064

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as fOllows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15, 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenaLak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

-I!,t;. .•G.-- ~.e, 'C-o ­

Shane Horan Director of Assessing

1:ICrystal ReportsISenior_delay-SH.rpt

Page 79:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenai.ak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9, 2008

Dear Sir or Madam:

On January 8,2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption ... and when absent, the dwelling is not leased or rented to another... "

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

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APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMP110N YEAR TO QUALIFY VERIFlCA110N OF AGE MUST ACCOMPANY INIl1AL FILING

Parcel 10 Number (PIN): 165-090-01 Physical Address: 31513 STERLING HWY

Legal Description: T 4S R 15W SEC 22 Seward Meridian HM 0004949 ANCHOR SUB OF DALE D DONER HOMESTEAD LOT 1

Social Security No: _1.1.11.1 ••• 1.1. .1.11.11 •• 11.11111 ••• 11 ••• 1•• 11111111 •• 1.11.1 Date of Birth: _

ESKELSON GERALDINE Spouse's Name: _ PO BOX 64

Spouse's Date of Birth: _ANCHOR POINT AK 99556-0064 COpy Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND (PFDl _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No' _Senior age 65 or older (individual) Did you receive a PFD in 2007? _Yes _No' _Surviving Spouse age 60 or older * If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home Other: Please specify

City, State _

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERl1FICA110N: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Retum completed form and requested information to: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS R~GARDING PFD ~LlGIBUTY MAY B~ OBTAIN~D BY CONTACTING TH~ ASSESSOR'S OFFIC~ OR ON TH~

BOROUGH WEBSITE. WWWBOROUGH.K~NAI.AK.US

ASSESSOR'S USE ONLY

o APPROVED

In DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND !XJPRIOR QUALIFIED

o FULL o VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan-OS

Page 81:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel 10 Number (PIN):

Legal Description: T /6S (/.. /5/v ~ II S:'<:.<"_"~L<O. »1k,';A:,;" Hrn PTA/, E y: S':;-'4' ~¥-"1 N' '1$ If,£.c It­~ ~tt-:lt:!JJ:.1 P"'ff4-L J+'-~J ,-.'$..-"(: CI.-,;L.J.~,t"'-~.-£,;.L-l'L''':'-''5 /.Jor,zC'0 JY~~-£'4."JS:.-JJ./~~

Name C;; e.u Y'9 -<1. ;-tt.1, '1-,/) kv'­

Mailing Address ?,:;--o 5"' F ,,~f o....,.i) (.2....j

City Hoh "'~'-''''''' AK Zip 7 <; r; u >

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD)

_Senior age 65 and spouse Will you qualify for a PFD in 2008? ~Yes _No'

~Senior age 65 or older (individual) Did you receive a PFD in 2007? .2LYes _No'

_Surviving Spouse age 60 or older REGF;' T~': • If you answered NO to both of the above questions you must complete KPB Supplemental Form #1

JUL 0 2 2008 TYPE OF DWELLING: OTHER EXEMPTIONS ~ Single Family Residence I<PB A:::;SESSII\iG DEPT Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ MUlti-Family (apartment, duplex, etc) __Yes ""&"No

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? •lOt:> %

What portion of this property (if any) is used for commercial Dr rental purposes? S Z. %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE, I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

Return completed form and requested information to: Kenai Peninsula Borough Assessor -144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWW.BOROUGH.KENAI.AK.US

ASSESSOR'S USE ONL Y

o APPROVED

n DISAPPROVED

OWNERSHIP OCCUPANCY PERM Fu....~r:f Jtff7 ~V-

CRPRIOR QUALIFIED

o FULL o VARIABLE o CONTIG AGE VERIFIED BY o NEW APPLICANT

RevIsed Apr-DB

Page 82:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

JUL 0 2 2008 AFFIDAVIT OF t2o~..Q D, H~

(Senior Cien or Disabled Veteran Name) KPB ASSESSING DEfT; AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN ANDIOR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s): 'JJ....v". c£[) YUrt '~" . yPi 11'1"$ Ay:.e~~ 'ttY' r:t..e me::;..p OJ

P I

p 9ft) 't1

FURTHER AFFIANT SAITH NAUGHT.

Dated at ~\ d.~q ,Alaska, this e-. day of ~u..~':1 ,2008. \

(s~en~edVeteran Signature)

_r--=~=-t.L_\_Y~\r--_' 2008.

ASSEMBLY ACTION: APPROVAL~ _ DENIAL. _

R:\Forms\Late File Waiver Affidavit SR & VET,doc (Re...ised 2-2008)

Page 83:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPUCANTMUST BE AGE 85 OR OLOER ON JANUARY 1ST OF THE EXEMPTION YEAR roauALIFY VERIFICAliON OF AGE MUST ACCOMPANY INIllAL FlUNG

ParcellD Number (PIN): 174-192-05 Physical Address: 3505 EAST END RD

Legal Description: T 6S R 13WSEC 11 Seward Meridian HM PTN E1/2 SW1/4 lYING N OF IT 1 BlK 1 & E OF IT 2 BlK 1 PUFFINACRES&SOF EAST ROAD EXCLUDING DOT ROW '" ~ ,,'. rOJ ~ •• J>AO /

t l a /0'1""' (.;> /oJ" I f4(. I J '" vv r' f

Social Security No:1.1 •• 1.1 ••• 11 •• 11111.111111.1111.11111111.11.11 ••• 11.1 •• 11I. D f B' h -------- ­

_

CALKINS BARBARA FAMILY TRUST PO BOX 1108 HOMER AK 99603-1108 -

f--tZ.-f ~. 0~ ate 0 Irt: ------ ­OwiI/..a Y ~ j, "~use's Name:

{ Srf}sls Date ~-r--------COpy ~o irth

Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND (PFD) _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No' _Senior age 65 or older (individual) Did you receive a PFD in 2007? _Yes _No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ MUlti-Family (apartment, duplex, etc) __Yes __No

Mobile Home Other: Please specify

City, State _

Borough/County

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, ;1QQlL. I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIOENCE AND PERMANENT PLACE OF ABODE I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP. PROPERTY USE, AND/OR OCCUPANCY.

CERl1FICA110N: I HEREBY CERTIFY THAT ALL OF THE ANS>MORS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOIMLEDGE I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR: AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION: AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested ,nformation to. Kenai Peninsula Borough Assessor· 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE WWVVBOROUGH.KENAI.AK.US

ASSESSOR'S USE ONLY

D n

APPROVED

DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND !XJPRIOR QUALIFIED

DFULL D VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan..Q8

Page 84:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

------

..

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUA~E.l VE0 VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 174-240-16 Physical Address: 40585 WATERMAN RD . .,,'1. 'S"S~l"ll. Ill',· .

'PB!\.S "", ' Legal Description: T 6S R 13W SEC 1 Seward Meridian HM 0870025 V A EDINGTON SUB HENNICK ADDN LOT 4-}(' .

1.1111111111111111111111111111111111111111111111111111111111

HENNICK DANIEL & ELIZABETH 40585 WATERMAN RD HOMER AK 99603-9404

Telephone9a7-J3 (:'i5<t, ry1 Cell Phone:

ALASKA PERMANENT FUND DIVIDEN PFD X.Senior age 65 and spouse ( ~ 7 'i) Will you qualify for a PFD in 2008? Yes No' _Senior age 65 or older (individual) Did you receive a PFD in 20077 Yes No' _Surviving Spouse age 60 or older • If you answered NO to both of the abo e questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS X Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes ANo

Mobile Home City, State _Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? /00 %

What portion of this property (if any) is used for commercial or rental purposes? o %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE

THE NEXT FIVE YEARS' EXEMPTIONS. "! " ~~ Ii 1'1'--­

i)f\NIEL P nftJ!JI '~'I:" -~;j-'-' ) PRINT OR TYPE OWNER NAME ~ SIGNATURE I DATE

Return completed form and requested information to: Kenai Peninsula Borough Assessor· 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 , ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWW.BOROUGH.KENAI.AK.US

ASSESSOR'S USE ONL Y

o APPROVED IXJPRIOR QUALIFIED

DISAPPROVED

o FULL o VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan-Qa

Page 85:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

.' 907-714-2393Rp, 08 2008 9:20AM

AFFIDAVIT O~a,A.\ l~ I? ·t-l e III 0/',1($eI1lorClllmn or DlAbled V.....n Namel

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to AS. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and surviving spouses thereot

to meet the filing-r It{·

FURTHER'j/;;;,T SAITH NAUGHT.

Dated at4?!'==: . Alaska. thiS~! day of Af& f .200B.

~~"""" ' 2008.

*..................********............,.••ItA. *........a..... ' ......

ASSEMBLY ACTION: APPROVAL DENIAL

Page 86:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

NORTH IDAHO DERMATOLOGY 2288 N MERRITT CREEK LOOP

COEUR D ALENE, 1083814 (208)665-7546Page: 1 4117/2008

Patient:

CII..II):

Cos", #:

DANIEL P, HENNICK 405&5 WAI'ERMA.l'i RD HOMER, AK 99603

IlDIDA004

66891

In, truclt01Ul:

GlOl'lcte the patient infonrntkm portion ofyaur insurance claim form. Attach lhi! bill. signee amI dated, and all other

billa pertltining to the ~Iairn. If/ou have H deductible policy, hold YOllr claim fomu utllil you Ito\le lnet your d.d"r,tihl. Mail directly to YOUl'ltl3umnce corrler.

Date Doe sc:ripiton Procedure Modify Dll 1 Ox 2 Ox 3 OX 4 Units Charge

3125/2008 SURGICAL PATHOlJ.XN 38,00 ,./112008 C1AIMSENT 0.00 4Im008 CLMMSENT 000 419/2008 CLAIM SENT 0.00 )/2812003 SURG PATH. LEVElA '12.00

4/ 1611008 ClAJMSENT 0.00

-

L Provider Infc Tot,,1 a,Atg03: sso.ou

I' P!'ovidllr Nail.,: Toul hyment,: $0.00 U\Otil':U;;,; Total Ad.iu~tmen(s: $ 0,00

Medic.... PrN: Tolal Due TId. Visit' S 80.00 SSNorErN:

Tot,,' Account B~lance: $ 842.00

As'ign and .Release: I IIcl'\\by authoriU pa)'m<:nt ofmodi~nl benefit. to this ph.ysician fur the services described ! also a,\lthutio: ~h~ ndCil.50C (Ifilny trlfof'TTlDtion. n8Ca~s.Al"Y to PTOCCiS thl~ ~"'J~im

, 1 J/'??/! (' I

Patient Signature . .~ Dtlt~· /;1 - L"'l5.? /

ab "

Page 87:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

REC~IVED APPLICATION FOR SENIOR CITIZEN

-":Jl 0 3 2008 AND

KPB ASS1§~~~$:~F~:ERF~~~~A~~~;~~~~~~I~:':MPTION YEAR ·"'h. APPI.ICANT MUST H AQ~" OIO.OLllIIlO. ON JAI'UAIO.V 1ST OF 1'!<& U£MPnON VEAl! TO QUALIFY

Vllll'ICIl.TICH Of AOE MUST ACCOMPANY INITIAL I'll/NO

Telephone: a3? 3'SJ t.~c ..1\ F'hone: _

I AM AePLYIr::!G AS (CHECK ONLY ONE) ~l.ASKA peRMANENT EUiIlD DIVIDENP IPEOl

...xSenior age 65 and spouse Will you qualify for a PFD in 2008? LYes _No'

_Senior age 65 or older (individual) Did you receive a PFD in 200n ,2(.Yes _No' • If you an_red NO to Oath of the above qUNtlons_Surviving Spouse age 60 or older you mu5t comp/etA! KPB SUPPlerntintal Form '1

"TYPE OF DWELLING: OTHER EXEMPTION.S -.JL Single Family Rflsidence Do you or your spouse qualify for andlor receive a _ Condominium property exempllon in snother tax juri.diction? _ Multi-Femily (llpartment, dl.lplex, etc) _Yes iNo _ Mobile Home Cily, State -'­ _ _ Other: Please specify

BoroughlCQunty _

lMlat percent of ownership do you &lone (or jOintly with your spoule) kaYe in this property? /at' %

What portion of this property (if any) is used for commercial,or rental purposes? () %

I HE~EB'r'. "Pill'''' FOR TI:IE se:1'1OR Cf!'lZ!HM40 l;!P,oo.R~D"""T1Al:., ~,I!~~J9.N,,9"',,"'y. p,RoPER1Y 'OR ,THE '~ ASSESSMIiNT .....0 FUl\jR£, Y;AA~" • "AS QI' 'JANUARY', ~; J PWNEt>'''tlD',OCC~''~~R'I'Y 'AS', MY'" PR(~"1\Y RESlDE~Cf lIND P1:RMANEN'tpv.c'e O,F '1JlO~:, I, WI~l N<;)l'IFY Tl1fI<P,B ASSEllSORS, OFF.'Cf:':Q!"~9 ...~l'l'OE& )N(}~IP" PROPER'\"f

USE, ~:~~"~~I1I~EBV CE~TiI'iYT>iAT ALL, Of' l7lII,' AHS~~: Gi~N"';~~T!tJi:,;~"e'¥~£~ TO ~BEs:r,OF MY KNOWLEllGE: I, UlOD'ERGT"!lO' "Tl'AT '~l~ MISilEPRlSEimiTIOl* ~s PlJNl$H~':~ .It) '.F(lRfstt\lllE 'Of:jJ11! ,exEMPTiON' FOR THAT YEAR;. "NO ,W .t~noN OJ' A-,cM~ Fuiif'OF UP TO J',OOo~(m' EACIt:;V19i:;!'..n$N/ ..1l~'(:ll 'WSS;,QF EUGIB1LIr'/TO R!CEtv!; 'fHEf'jElCTFIVl!'I'I:ARS"'tI'i~t.1l'llClfilB ' , "'"

Retum completed form and requested'informatiOn 10: ' 1(,8nll Penin.ul. Borough A••••$Or • 144 North Binkley Sv.et • Soldotna AI< 8116&9

(907)714-2230 or 1-800-478-4441 Fsx (&07) 714-2393

• ADDITIONAL FOI'IMS REGJlRDlNG PFDELJGJ8LITY MAY BE OBTAINED BYCONTACTING THE ASSESSOR'S OFFICE OFl ON THE BOFlOVGH W!:BSJT!. WI'rW,BOROUG/-I,I<f!NJl1,AICUS

AS$I!S:rOR'S UsE ONL ,­

o APPROVED OWNERS~ ~~

IFi DISAPPROVED

!tJFULl o VARIABLE

,

I O~A.NCY ~~F/ ~ PRIOR QUALIFIED

OCONTIG AGE o NEW APPLICANTVERIFIED BY

Reviloed Apr.lJS

Page 88:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

R~Cf!!V~D

JUL 03 2008

k,PB ASSfSSING

AFFIDAVIT OF ..> Q I-IIJ 8 . H.e1-".. ..... k. DEPT (Senior Citizen or Di..bled Ve_ran N~e)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN ANDIOR DISABLED VETERAN

This Application is made Pursuant to AS. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions· Senior Citizens. Disabled Veterans and surviving spouses thereof.

Failure to meet the f1linq deadline is based on the followIng ,rea&on(s): I <Il,r;(:Q1v!L l!Il.- leTi-e..e.- =rT"/}N&t ' /fAr.;) io R",:',/-(

t:=O r My £)( SA11' 0;" l2'~+e1'e I pur ,h')'t P t-I1td ll\l ..,.-0

II: L.):'ell'~'<; Tl-'<r.S''1.- I ~4/1~~ Fd"- 4~;C<''''/Y""\.A''''cI

W 1...s To I J ,10 7' 1-1 A.rI~ II#. "t 1p4't!!. JJ e'" J"';'-r-<cf' ¥ CL I Wi fI J et ~ e", I ~ e 0 f'J-f- l.o.r ~ ~ N :r fo. .....Y tl eel j.j '4 J b -re.IIJ

FURTHER AFFIANT SAITH NAUGHT. d I ,j ~.;. p.. eQ t!!. 'j;;.-e Cl ",--e-

Dated at Y~ ',,~nJ:Alaska. this 3 day of \itAly ,2008.

(Senior

SUBSCRIBED AND SWORN TO before me this 3 day Of~U:':"'~;;;.'1=1-- ' 2008

ASSEMBLY ACTION: APPROVAL _ DENIAL _

Page 89:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

..

APPLICATION FOR SENIOR CITIZEN 'til <, v'l ).JL 1 ;) il.IIJL

AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel 10 Number (PIN): 179-010-02 Physical Address: 4600 EARLY SPRING ST

Legal Description: T 6S R 13W SEC 15 Seward Meridian HM PTN SW1/4 NW1/4 FROM 1/4 SEC CORNER COMMON TO SFr. 1!) ~ 1R AS P()R TH F 1R.'i FT TH N 7R4 FT TH W infi FT TH C" 'l~A r-'" T .... --­

JOHNSON WALTER & ANNIE M 4600 EARLY SPRING ST HOMER AK 99603-7323

Telephone: CfDf-Z3s"'-SJR0 Cell Phone: _-rr-'--_---'...;...i.:iL1.i\SSE5S;"~\:.i ut.,

I AMApPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDENlY' (PFD)

Ij'Senior age 65 and spouse Will you qualify for a PFD in 2008? Sfs _No' Did you receive a PFO in 20077 _ es _No'_Senior age 65 or older (indiVidual) • If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYP,{OF DWELLING: OTHER EXEMPTIONS \J Single Family Residence Do you or yo~rse qualify for and/or receive a sp

Condominium properly exem Ion in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this properly? tOO %

What portion of this properly (if any) is used for commercial or rental purposes? V %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

AND FUTURE YEARS. AS OF JANUARY 1, WL, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE ANn P~RM~.~!='!T

PLACF OF ABODE, I WILL NQT!F"Y THE KPB A::;6ESSORS OFFiCE 0'" ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION: AND (3) LOSS OF ELiGIBILITY TO RECEIVE THE NEXT FIVE YEARS'

EXEMPTIONS.

DATEPRINT OR TYPE OWNER NAME

• ADDITIONAL FDRMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE. WWWBOROUGH.KENAJ.AKUS

PRIOR QUALIFIED

~FULL 0 VARIABLE o CONTIG AGE o NEW APPLICANT

ASSESSOR'S USE ONLY

VERIFIED BY

o APPROVED OWNOOSiHJl"

DISAPPROVED

po-vIsed Jun-08

I

Page 90:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

AFFIDAVIT OF J4~~~L...,,~~~~~r..?--(Senior Citizen or . abled Veteran Name)

AND APPLICATION FOR APP OVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application ;s made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

Aod/l~ , 2008.

ASSEMBLY ACTION: APPROVAL. _ DENIAL. _

R\FonnsU-ate File Waiver Affidavit SR & VET.doc (Revised 2-2008)

t-I 0 1M- lZ. ~

RuJt,.. ~oLMa. 'i01 -7. '3 ~- ~ 36"9, <..a:M. hQ.-1 p ...'-f" you.. u..i1CJ«. t>CL(2'"i>Ti tn<.:'.1

d~htQn...j

Page 91:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenai.ak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9, 2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

pennanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the fonn that was previously available from October 2007 through January 8, 2008. Ifyou applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, pennanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another... "

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

Page 92:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICA TION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel 10 Number (PIN): 179-010-02 Physical Address: 4600 EARLY SPRING ST

Legal Description: T 6S R 13WSEC 15 Seward Meridian HM PTN SWl14 NWl14 FROM 1/4 SEC CORNER COMMON TO SEC 15 & 16 AS POB TH E 165 FT TH N 264 FT TH W 165 FT TH S 264 FT TO POB

Social Security No: _1111111111111111111111111111111111111111111111111111111 11111 Date of Birth: _

JOHNSON WALTER & ANNIE M Spouse's Name: _ 4600 EARLY SPRING ST

Spouse's Date of Birth: _HOMER AK 99603-7323 COpy Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND (PFD) _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No· _Senior age 65 or older (individual) Did you receive a PFD in 200n _Yes _No· _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _

Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE IIMLL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSIMERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT IMLLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested information to: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. 'MWV.BOROUGH.KENAI.AKUS

ASSESSOR'S USE ONL Y

o APPROVED

n DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IXJPRIOR QUALIFIED

DFULL o VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan-Qa

Page 93:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 165-510-69 Physical Address: 72921 AIR PARK CT

Legal Description: T 4S R 15W SEC 34 Seward Mer,idiao_I:IM .0940023 ANCHOR RIVER AIR PARK SUB LOT 8h,:;"",:_ "

JU1_ 0 fi 20D8 KATSEKURES MARJORIE

PO BOX 76

ANCHOR POINT AK 99556-0076

Telephone: @1- :;35- 9~t~ell Phone: __/\+/;_'11__

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD)

Senior age 65 and spouse Will you qualify for a PFD in 2008? X-Yes _No·

Did you receive a PFD in 2007? ~Yes _No·x::Senior age 65 or older (individual) • If you answered NO 10 both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS

~ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exr~ption in another tax jurisdiction?

_ MUlti-Family (apartment, duplex, etc) Yes ~No

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? /10 %

What portion of this property (if any) is used for commercial or rental purposes? (2f %, I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

AND FUTURE YEARS. AS OF JANUARY 1, ~, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE. AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)

IMPOSITION OF A CNIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECENE THE NEXT FIVE YEARS' EXEMPTIONS.

7lltt/Bll! lY(L fir.sE-)(£{f~6 7htM.l~..x;l.-t4&-k ~,.v '~k8 PRINT OR TYPE OWNER NAME SIGNATU E DATE

"elurn completea form ana requestea information to:

Kenai Peninsula Borough Assessor· 144 North Binkley Street - Soldotna AK 99669 (907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDfTlONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE. WWW.BOROUGH.KENAf.AK.US

OWNE PRIOR QUALIFIEDDAPPROVED

AGEo VARIABLE DCONTIG o NEW APPLICANTVERIFIED BY

ISAPPROVED

Revised Jun-Qa

Page 94:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

JUL 0 8 2008

KFB ASSESSIi'JG DEPT AFFIDAVIT OF ~~M& iit:~€:Ir%t&$ (Senior Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

FURTHER AFFIANT SAITH NAUGHT,

Dated at A;~p l2iJr ,Alaska, this trnday of \7Z{j; ,2008.

(Senior C~izen and/or Disabled Veteran Signature)

SUBSCRIBED AND SWORN TO before me thisBth day of_~~ , 2008. ;: ss

OFFICIAL SEAL

~~~~~~'&.~~~::J_-iS~T~;-r. OF A LASKA-:-' I\IS DOUGLAS Notary Public, State of Alaska NOTARY PUBLIC My Commission Expires:__~!iilIllM.YlilCilllo.milim~·ilIiEifixiiPiJil·:"'IiiIliIlil!JS~

****************************************************************************************************

ASSEMBLY ACTION: APPROVAL. _ DENIAL _

R \Forms\late File Waiver Affidavit SR & VET,doc (Revised 2·2006)

Page 95:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21,2007

COpy1,1111,1",1,1111,1"111111",1111,111,1,11,,

KATSEKURES MARJORIE PO BOX 76 ANCHOR POINT AK 99556-0076

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application ifyou wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualify for Part I or both Parts I & II, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (1) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value of their primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. If the individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part II: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of $150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least I year

prior to January 1,2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as the primary residence and permanent place of abode, of a qualifying applicant. Subsidiary parcels (necessary for use ofthe primary parcel) may also qualify for exemption.

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KATSEKURES MARJORIE 2008 - Senior Citizen Exemption Changes September 21, 2007 Page Two

All current Senior Citizen Exemptions will end as of December 31, 2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15,2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

k-;)A7"'........---·Susan Guzman Exemption Examiner, Assessing Department

Page 97:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMSDecember 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

KATSEKURES MARJORIE PO BOX 76 ANCHOR POINT AK 99556-0076

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15, 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenaLak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

.-ilt...,,~ ~.W"'t'"W"lo-..... _

Shane Horan Director of Assessing

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KENAI PENINSULA BOROUGH 144 North Binkley Street • Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441. Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenaLak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9, 2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8,2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another... "

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

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APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 85 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 165-510-69 Physical Address: 72921 AIR PARK CT

Legal Description: T 4S R 15W SEC J4 Seward Meridian HM 0940023 ANCHOR RIVER AIR PARK SUB LOT 8

Social Security No: _111 •• 1.1111 111 •• 1.11111 •• 11 ••• 111 •• 1.111111 •• 1••• 1.11.11111. Date of Birth: _

KATSEKURES MARJORIE Spouse's Name: _ PO BOX 76

Spouse's Date of Birth: _COP~;ANCHOR POINT AK 99556-0076

Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND (pFDl _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No' _Senior age 65 or older (individual) Did you receive a PFD in 20077 _Yes _No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1. 2008 . I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested information to: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WNWBOROUGH.KENAI.AKUS

ASSESSOR'S USE ONLY

o APPROVED

I Fi DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IXJPRIOR QUALIFIED

DFULL D VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan..Qe

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.,

APPLICATION FOR SENIOR CITIZEN AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel 10 Number (PIN): 049-400-33 Physical Address: 865 SAND DOLLAR DR

Legal Description: T 5N R 11W SEC 17 Seward Meridian KN 0790070 V I P RANCH ESTATES SUB PART 4 LOT 3 BLK 2

RONALD A KIEL

PO BOX 170

KENAI AK 99611-0170 ,JUL II .1. ~[JOH

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND PFD

Will you qualify for a PFD in 2008? Yes No'_Senior age 65 and spouse Did you receive a PFD in 20077 """"---Ves -No'-x;-Senior age 65 or older (individual) • If you answered NO to both of the above questions __Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS

~ingle Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction?

_ MUlti-Family (apartment, duplex, etc) __Yes --4No

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, .<!lQ.!L, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWI:,RS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. UNDERSTAND THAT WILLFUL MISREPRESENTAT.ION. IS AB E BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)Pu.r'IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FO E . I TION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS. /

DATE

'2 d!:~ .'

IPR:N;~R~~~' W~~~~' --.---<"-------------

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE. WWW.BOROUGH.KENAI.AK.US .3 ! - C,', C·- '-[l,i

o APPROVED PRIOR QUALIFIED

DISAPPROVED

o FULL D VARIABLE DCONTIG AGE VERIFIED BY

o NEW APPLICANT

ReVised Jun-QB

I

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AFFIDAVIT OF '--',::::L-o f\~~d K\-e. \ (Senior Citizen or Disabled Veteran Name) JUL fJ 1 ZOOR

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

line is based on the following reason(s): 11)../

FURTHER AFFIANT SAITH NAUGHT.

Dated at ;5vtdvlntPl ,Alaska, this L day Of-->.,,:L __"2008.__.I<:.U=~"""j'1'---

~~~ (Senior Citizen and/or Disabled Veteran Signature)

ORN TO before me this day of :-.f'u-

a

Ii ' 2008,

li Nota Public, State of Ala My Commission Expires: 3/7/0 8'

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ASSEMBLY ACTION: APPROVAL _ DENIAL, _

R"\Forms\Late File Waiver Affidavit SR & VET.doc (Revised 2-2008)

Page 102:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough 1-800-478-4441, Ext 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenalak.us

JOHN J. WILLIAMS BOROUGH MAYOR

August 5, 2008

Ronald & Rose Marie Kiel PO Box 170 Kenai, AK 99611-0170

RE: Senior Citizen Exemption - Assessment Year 2008 Assessor's Parcel Number: 049-400-33 Legal: Lot 3, Block2, VIP Ranch Estates Subdivision Part 4

Dear Mr. and Mrs. Kiel:

I am in receipt of your Senior Citizen Exemption application and late-file waiver received July I, 2008. All late-filed application must be presented to the Kenai Peninsula Borough Assembly for approval or denial. You will be notified of the date it will be presented to the assembly.

As you may know, I am to assess all properties as ofJanuary 1 ofeach calendar year. According to State Statute 29.45-030, the real property owned and occupied as the primary residence and permanent place of abode of a qualified senior citizen is eligible for exemption.

On January 8, 2008, the Kenai Peninsula Borough Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend. In past years the Assembly had required a 183 day occupancy. The spirit and intent of the new requirement is to assure that eligible applicants occupy their residence for at least] 80 days per year.

During the review of your application I noted a few areas that need completion or explanation. In order for me to have adequate documentation and assurance of your eligibility to receive the benefit of the Senior Citizen Exemption for the 2008 assessment year, I request that you provide and address the following:

I) Please complete the hi-lighted areas of your application and return in the envelope provided.

2) Please provide a written explanation of why you use an Arizona telephone number.

3) Please provide a list of dates that you departed and arrived on the Kenai Peninsula during calendar year 2007.

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1

4) Please provide travel receipts showing the dates you traveled in and out of Alaska for all of 2007.

5) Please respond in writing as to if the property been rented and/or occupied by a caretaker during your absence?

Please provide the above-requested items within 15 days of the mailing of this letter. Failure to respond may result in a denial of your exemption request.

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department (prior to leaving) of the dates they will be gone.

If you have any questions or require clarification, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner KPB Assessing Department

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Il APPLICATION FOR SENIOR CITIZEN AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel ID Number (PIN): 063-190-02 Physical Address: 39980 SMITH RD

Legal Description: T 5N R 9W SEC 30 Seward Meridian KN 0001352 SMITH-SLATER SUB NO 1 LOT 2

KITCHENS WILLIAM B SR & MARY J TRUSTEES KITCHENS FAMILY L1V TRUS 30530 TANADAK ST SOLDOTNA AK 99669-9143

Telephone: 901- 2.bL t;t12-- Cell Phone: 39'S- c!SO (

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEN PFD Will you qualify for a PFD in 2008? Des _No'¥=Senior age 65 and spouse Did you receive a PFD in 2007? ~Yes _No'_Senior age 65 or older (individual) RECEIVED • If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

JUL 1 8 2008 TYPE OF DWELLING: • Q EJt:THER EXEMPTIONS LSingle Family Residence KPB ASSEvSING D r do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes ~No

Mobile Home Other: Please specify

City, State _

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? /ov %

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

AND FUTURE YEARS. AS OF JANUARY 1, 01llQlL. I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT

PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY. CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR: AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION: AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

MJ.£./AI'1 PRINT OR TYPE OWNER NAME

1\~ctne..J5

• ADDITIONAL FORMS REGARDING PFD ELiG/BLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBS/TE. WWW.BOROUGH.KENAI.AK.US

o APPROVED PRIOR QUALIFIED

DISAPPROVED

'W FULL o VARIABLE o CONTIG AGE VERIFIED BY

o NEW APPLICANT

Revised Jun-OB

I

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JUL 1 8 2008

KPB ASSESSING DEPT

~ AFFIDAVIT OF tiJ( L.L/ ft"1 J3 [< (-fc 0kVS (Senior Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

FURTHER AFFIANT SAITH NAUGHT.

Dated at ISO L0 C/ +rJt4 ,Alaska, this ~ day of ;tu C/~ ,2008.

/z. P:~ tz~ ~'.(5 (Senior Citizen and/or Disabled Veteran Signature)

SUBSCRIBED AND SWORN TO before me this 1~~ay of I~ ,2008.

(k~llv\ ~OFFICIAL SEAL STATE OF ALASKA

SUE ELLEN ESSERT NOTARY PUBLIC

My Comm. Exp.: With Office

Notary Public, State of AI~~~I ,..~L, " '" My Commission EXPires:~

****************************************************************************************************

ASSEMBLY ACTION: APPROVAL. _ DENIAL, _

R:\Forms\Late File Waiver AffidaVl\ SR & VET,doc (Revised 2-2008)

Page 106:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

:r , .... / ' ,,-­

/(,£'Y L C",­

))~ jJ rv - -­~__~~-l:.--I

70 1V).k':::i.-<>-­ ri r? 2

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Page 107:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

-------_._-----­

APPLICATION FOR SENIOR CITIZEN .r[(~',C/EU \Y~E:J:...

AND $20,000 RESIDENTIAL EXEMPTION JUN 117 20m;

DUE ON OR BEFORE FEBRUARY 15TH OF THE E~Mi?~~~~AR APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY .

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 012-430-68 Physical Address: 50435 KOSKELA RD

Legal Description: T 7N R 12W SEC 12 Seward Meridian KN 0810143 KOSKELA SUB NO 1 TRACT 1

KOSKELA ELMER & VERA PO BOX 8152 NIKISKI AK 99635-8152

Telephone: 7'}4>-?Ji;.5''j Cell Phone: _

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD)

l/Senior age 65 and spouse Will you qualify for a PFD in 2008? v' Yes _No· Did you receive a PFD in 20077 LYes _No·_Senior age 65 or older (individual) * If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS ~ Single Family Residence Do you or your spouse qualify for andfor receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes L..-No

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ,. tJ IJ %

What portion of this property (if any) is used for commercial or rental purposes? Q %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 200B , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

ELM £ l< ~ 1<0 S I< EJ.. ~ PRINT OR TYPE OWNER NAME

bilk jar! DATE

""'LUI II IJUII r lUll II C1I1U "i1UIIIIClUUII LU.

Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669 (907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELlGIBLlTY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. I/oNI1IV.BOROUGH.KENAI.JlX US

o NEW APPLICANT

ASSESSOR'S USE ONL Y

PRIOR QUALIFIED

DCONTIGo VARIABLEo FULL

o APPROVED

o DISAPPROVED

Revised May-DB

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JUN 17 2008

AFFIDAVIT OF h1mfJ r 14J6K pIG(Senior Citizen or Oisa ted Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN ANDIOR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5,12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and survivinq spouses thereof.

Failure to meet the filing deadline is based on the following reason(s): We rM. c??f-f <ugUv< 4a= 4fh~Yl.. ¢ +f-4.5 6 1 ..J.~

FURTHER AFFIANT SAITH NAUGHT.

,Alaska, this k day Of-----1~;::-...}loi""'J,hL..J.->..f_---, 2008.

r~~?r:~" t~ STATE OF ALASKA :-" !,E'C+ HAGSTROM-SANGER tjl\lUTARY PUBLIC I.' My Cumin,:..,;EX!i!lPjli;'l!i:~ri!JI"'''_i1S ~~~--.....

****************************************************************************************************

SUBSCRIBED AND SWORN TO before me this J.0day of---f''l-b''-..........~__, 2008. ,

ASSEMBLY ACTION: APPROVAL, _ DENIAL _

R:\Forrns\Lat~ File Walwr Affidavit SR & VET.doc (Revised 2,2008)

Page 109:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21, 2007

COpy1,1,,1,111111,,"11.,1,1,1,,1'11111,1,1",1,1

KOSKELA ELMER & VERA PO BOX 8152 NIKISKI AK 99635-8152

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application ifyou wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualify for Part I or both Parts I & II, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (l) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value of their primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. If the individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part II: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of$150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least 1 year

prior to January 1,2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as the primary residence and permanent place of abode, of a qualifying applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualify for exemption.

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KOSKELA ELMER & VERA 2008 - Senior Citizen Exemption Changes September 21, 2007 Page Two

All Current Senior Citizen Exemptions will end as of December 31, 2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15, 2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

k-;::;Ji~. Susan Guzman Exemption Examiner, Assessing Department

Page 111:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMSDecember 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

KOSKELA ELMER & VERA PO BOX 8152 NIKISKI AK 99635-8152

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by Februarv 15. 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenai.ak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

-I!L,.'S~ ~ .._ -Shane Horan Director of Assessing

Page 112:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenai.ak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9,2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Seroor Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another... "

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

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~/08 (}J~v1-+- 0/ -:Ja,11. cr, ;2608 ! €'-I+'"'--~ APPLICATION FOR SENIOR CITIZEN EXEMPTION

DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPll0N YEAR TO QUALIFY VERIFICAliON OF AGE MUST ACCOMPANY INI11AL FILING

ParcellD Number (PIN): 012-430-68 Physical Address: 50435 KOSKELA RD

Legal Description: T 7N R 12W SEC 12 Seward Meridian KN 0810143 KOSKELA SUB NO 1 TRACT 1

Social Security No: _1.1 •• 1.1. •• 11.11.11 •• 1.1.1 •• 1•••• 11.1.1 ••• 1.1.1.1 ••• 1.1.1.1. Date of Birth: _

KOSKELA ELMER & VERA Spouse's Name: _ PO BOX 8152

Spouse's Date of Birth: _NIKISKI AK 99635-8152 -copy Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND IPFD) _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No' _Senior age 65 or older (individual) Did you receive a PFD in 2007? _Yes _No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _

Other: Please specify

Borough/County _

lJIIhat percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

lJIIhat portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CiTIZEN EXEMPTION ON MY PROPERTY FOR THE 2006 ASSESSMENT AND FUTURE YEARS, AS OF JANUARY 1, 2006 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERllFICAll0N: I HEREBY CERTIFY THAT ALL OF THE ANSWIERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWILEDGE, I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested mformation to: Kenai Peninsula Borough Assessor· 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH INEBSITE WVVWBOROUGHKENAI.AK.US

ASSESSOR'S USE ONL Y

o APPROVED

n DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IKJPRIOR QUALIFIED

o FULL o VARIABLE DCONTIG AGE VERIFIED BY 111111111111111111111111111111

Revised Jan-DB

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-----------------------------

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

;UX:EIVE[J APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING JUL 17 i008

ParcellD Number (PIN): 159-430-66 Physical Address: 66405 OIL WELL RD :KI'B\'sSESSING DEPT

Legal Description: T 2S R 14W SEC 3 Seward Meridian HM 0850094 DEEP CREEK ESTATES MILLER 1985 SUB LOT 3A BLK 1

1.111111.1111111111111111111111111111111111111111111111.1111

KVASNIKOFF ERLING PO BOX 39072 NINILCHIK AK 99639-0072

Telephone: qIJ'J- 5'61-1(, 'Jt.. Cell Phone:

_Senior age 65 and spouse -X-Senior age 65 or older (individual) _Surviving Spouse age 60 or older

TYPE OF DWELLING: ..x. Single Family Residence Condominium

_ Multi-Family (apartment, duplex, etc) Mobile Home Other: Please specify

ALASKA PERMANt::NT FUND DIVIDEND !PFU) Will you qualify for a PFD in 200B? ~Yes _No' Did you receive a PFD in 2007? _Yes No' UI"O€R (?£ VI,;-.... • If you answered NO to both of the above questions you must complete KPB Supplemental Form #1

OTHER EXEMPTIONS Do you or your spouse qualify for and/or receive a property exemption in another tax jurisdiction? __Yes -K..-No

City, State _

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? --t/c.>O<....:::..()_%

What portion of this property (if any) is used for commercial or rental purposes? D %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF ,$1,000 FO 'EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

!-.;2R'-()Y PRINT OR TYPE OWNER NAME DATE

Return completed form and requested information to: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWW.BOROUGH.KENAI.AK.US

ASSESSOR'S USE ONL Y

o o VARIABLE DCONTIG

IiJPRIOR QUALIFIED

11111111111111111111111111111111111

Revised Jan-DB

Page 115:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough 1-800-478-4441, Ext. 2230

PHONE (907) 714-2230 • FAX (907) 714-2393 www.borough.kenai.ak.us

JOHN J. WILLIAMS BOROUGH MAVOR

July 29, 2008

Erling Kvasnikoff PO Box 39072 Ninilchik, AK 99639-0072

RE: Senior Citizen Exemption application - Assessment year 2008 Assessor's Parcel Number: 159-430-66 Legal: Lot 3A, Block 1, Deep Creek Estates Miller 1985 Subdivision

Dear Mr. Kvasnikoff:

I am in receipt of your Senior Citizen Exemption application received July 17,2008. The filing deadline for the Senior Citizen Exemption applications was February 15, 2008.

I can accept your application for consideration after the filing deadline, if it is accompanied by the "Late File Waiver". Please return a copy of your application and the late file waiver form immediately for consideration. The late file waiver form enclosed must be notarized to be considered valid. Someone at the Assessor's Office can notarize it or you may have it notarized elsewhere.

I have enclosed a copy of your application and a Late File Waiver for your convenience.

Please note that applications received after the March 31 61 late file deadline, will not be approved unless a finding of inability to comply is proven. The request for a finding of inability to comply must be based upon a serious medical condition or event beyond the taxpayer's control that resulted in the inability to timely file the application. Providing proof of the reason you were unable to apply timely would be helpful.

All late filed application must be approved by the Kenai Peninsula Borough Assembly.

Additionally, while screening your application it was noted that your 2007 Alaska Permanent Fund Dividend (PFD) is under review. The Alaska State Legislature passed Senate Bill 337 in 2003, which allows a municipality a local option to require that seniors qualify for the Alaska Permanent Fund Dividend as a residency test for receiving a senior property tax exemption. The Kenai Peninsula Borough Assembly adopted that option in 2007 effective for the 2008 assessment year.

Page 116:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

Now that it is a requirement that an applicant must either receive or be qualified to receive a PFD for the year applying or the immediately preceding year, I must verify those answers before approving the Senior Citizen Exemptions. On your application, you answered that you did not receive a Permanent Fund Dividend in 2007 but expect to receive one in 2008.

In order for me to have adequate documentation and assurance of your eligibility to receive the benefit of the Senior Citizen Exemption for the 2008 assessment year, I request that you provide and address the following:

• Please complete and submit the enclosed KPB PFD Eligibility Questionnaire.

THE ENCLOSED DOCUMENT IS NOT AN APPLICATION FOR THE ALASKA PERMANENT FUND DIVIDEND.

• A written explanation of why your PFD is under review.

• Travel receipts showing the dates of travel to and from Alaska during 2007.

If you have any questions or need clarification, please contact me at 907-714-2230.

Sincerely,

~~ Susan Guzman Exemption Examiner KPB Assessing Department

Enclosures: PFD Supplemental Late-file Waiver Form

S:IGUZMANIEXEMPTIONSISenior ExemptlKVASNIKOFF ERLING, late waiver needed.doc

Page 117:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN'J'c AND ,JUJ .'.).

$20 000 RESIDENTIAL EXEMPTION. " "d dW/i , ." ,{,J'r"

DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTidr,fV~~G i)EPT APPLICANT MUST BE AGE 88 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUAUFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel ID Number (PIN):

Legal Description:

I~I "J",,"?IJ_

Name -=(;-Io'(;"'-'~0"-'-'/2"-""((..... Q&dA-L..J.tI•e............~""""-.--=L....... __ Mailing Address jJ 0 lJ~o;L I ()Jrfl City A('{C/. og ,f fJ/i/L J\K lip qq 7Li ft;

Telephone: Cell Phone: '391-'1D6J I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDENQ (PFD)

~~nior age 65 and spouse Will you qualify for a PFD in 2008? Des _No· Did you receive a PFD in 200?? _V_YY,es _No·_VSSeenior age 65 or older (individual) • If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

7..:...._L-__=---''--_..:....~f7~....,...,.,..~.".:.,;.:pi.--=~:::-:-=~~.:l<.':~-':::,.uh--::....:...><.~:....L-=---

TYPE OF DWELLING: OTHER EXEMPTIONS V Single ~ Residence Do you or your spouse qualify for and/or receive a

Condominium property exempJiOn in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes _V_ IIJN'o

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? 100 %

What portion of this property (if any) is used for commercial or rental purposes? 0 %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, WL, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABOOE. I III'ILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSIIVIERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT III'ILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR: AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

Return completed form and requested information to: Kenai Peninsula Borough Assessor· 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELIGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWWBOROUGH.KENAI.AK.US

ASSESSOR'S USE ONLY /'

ReVised Apr~08

D APPROVED

n DISAPPROVED

FfJ FULL o VARIABLE DCONTIG

v

AGE VERIFIED BY

.::R PRIOR QUALIFIED

D NEW APPLICANT

Page 118:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

ii' .'" J(

AFFIDAVIT OF CfrO eriE Ie. Lo~Af.1 (SenorCitizen or Disabled Vetel'iln Nam)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN ANDIOR DISABLED VETERAN

This Application is made Pursuant to A.S. 29,45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and surviving spouses thereof.

-¥----!!...:...J/-.---!.~_~~L-~'--u.:.:.:...:...-~~::::c:;.~~'--..:..---I:;;~~~r

; [ Vj-5 k . ()v P( it'~re dE My e.ajJer tax. fj,/J..r I'

;: ;KIA Oi 5"toL£ D ANI) IJtlI1 tiD ;LA-r ,', H ANfJ RR!/I'il!t!!tiJC @N/j SMtfc(;MiS

(

FURTHER AFFIANT SAITH NAUGHT.

Dated at .A~1cht'Y £'Vlf Alaska, this 7Th day Of----::'~!-·o:>.U....;,S~-~--, 2006.I

(Sen'

SUBSCRIBED AND SWORN TO before me this l.!!.day of :2008,·00 I

OFFICIAL SEAL vft·~>~' State ofAlaska N P S of AI kMARY E. TRIMBLE otary c, tate as a NOTARY PUBLIC My Commission Expires: I {I':;'/- 0 g

ASSEMBLY ACTION: APPROVAL'- _ DENIAL. _

Page 119:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

'ur r~ ''l'J L u l 21J08 APPLICATION FOR SENIOR CITIZEN

AND $20,000 RESIDENTIAL EXEMPTION

DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTlON YEAR TO QUALIFY

VERIFiCATlON OF AGE MUST ACCOMPANY INITlAL FILING

ParcellD Number (PIN): 059-332-03 Physical Address: 133 N KOBUK ST

Legal Description: T 5N R 10W SEC 30 Seward Meridian KN 0750061 FOREST PARK SUB PART 2 AOON NO 1 LOT 3 RI K ~

MANN JAMES S PMB 427 35555 KENAI SPUR HWY SOLDOTNA AK 99669-7625

Telephone it:z.. - '1?3~ Cell Phone: .;?s-.:< -~.? 6 r I AM APPLYING AS (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD)

Will you qualify for a PFD in 200B? LYes _No'_Senior age 65 and spouse Did you receive a PFD in 200?? _Yes LNo',/ Senior age 65 or older (individual) • If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS

L Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duple~, etc) __Yes -L-No

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? Me %

What portion of this property (if any) is used for commercial or rental purposes? C) %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

AND FUTURE YEARS. AS OF JANUARY 1, ~, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT

PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY CERTlFICATlON: I HEREBY CERTIFY THAT ALL OF THE ANSWIERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT V>1LLFUL MISREPRESENTATION IS PUNISHABLE BY (') FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $'.000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

"'/7,#1t-V S. d~/ &'4/_¥4Jc2&1~~/..."".'=~L..f.;;t;=:~-#=,I!-'7="_ PRINT OR TYPE OWNER NAME /SIGNATURE v

t<elUm COmpl61eO Torm ana requesTea Inrormallon 10:

Kenai Peninsula Borough Assessor· 144 North Binkley Street· Soldotna AK 99669 (907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELIGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE WWWBOROUGH,KENAIAKUS

o APPROVED PRIOR QUALIFIED

DISAPPROVED

~ FULL 0 VARIABLE DCONTIG AGE VERIFIED BY

o NEW APPLICANT

Revised Jun·OB

I

Page 120:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

J,

JUL 0 7 Z008

KPB ,~S:'}E::':8iNG DEPT

AFFIDAVIT OF TtlmES 5', JJZ4/V;U (Senior Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to AS. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

FURTHER AFFIANT SAITH NAUGHT.

Dated at ~(L.- , Alaska, this 7Y±day of_~I~~.:::::::.=::~__, 2008. I

L

enior Citizen and/or Disabled Veteran Signature)

SUBSCRIBED AND SWORN TO before me thisJ-t1: day of J~ ,2008.

OFFICIAL SEAL STATE OF ALASKA

SUE ELLEN ESSERT NOTARY PUBLIC

My Comm. Exp.: With OffIce

kEJL.n tlYM* '-"'Notary Public, State of Ala_~~~A J :".,)

My Commission EXPires(,~

****************************************************************w***************.***************••••

ASSEMBLY ACTION: APPROVAL. __ DENIAL. _

R.\Forms\Late File WaIver Affidavit SR & VET_doc (Revised 2-2008)

Page 121:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 137-050-95 Physical Address: 61871 STERLING HWY

Legal Description: T 2N R 12W SEC 14 Seward Meridian KN PORTION SW1/4 NW1/4 LYING SOUTH OF STERLING HWY FXr.FPT TR A OF 1qA? MORI FY TRAr.T AMFNnFn IKNq1nn1n1

MONTGOMERY EARNEST J & KATHY PO BOX 1045 KASILOF AK 99610-1045

Telephone: .2(, () - 19';;< f Cell Phone: _

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD) Will you qualify for a PFD in 2008? /Yes _No'_Senior age 65 and spouse Did you receive a PFD in 200?? EVes _No'_Senior age 65 or older (individual) c\VED • If you answered NO to both of the above question5 V'Surviving Spouse age 60 or older REC,- ' you must complete KPB Supplemental Form #1

JlIL :3 1 7JjO\) TYPE OF DWELLING: OTHER EXEMPTIONS

KPB ASSESSING DE-pi _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex. etc) __Yes 1:::.-No

vMobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? joG %

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

AND FUTURE YEARS. AS OF JANUARY 1, ~. I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT

PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP. PROPERTY USE, ANDIOR OCCUPANCY, CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1.000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS'

EXEMPTIONS.

7P7bZI'DATE

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE. WWW.BOROUGH.KENAI.AKUS

o APPROVED

DISAPPROVED

DFULL

PRIOR QUALIFIED

o NEW APPLICANT

Revised JUI'l-Q8

I

Page 122:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

· .

This Application is made Pursuant to AS. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

R2Cr:-,C) l,,rr:s-j

,. "'- L.1

.jUL 'J .J i 2008

KPS A .FURTHER AFFIANT SAITH NAUGHT. sSp,c'u"'NG DEPT

I - I . (/~ ~ , Dated a~1 c: l~ \Pi ,Alaska, this ~ day of ~(Lcj_ , 2008.

/~-C [:ic:Przcz- f

I

****************************************************************************************************

IAAAlAN PER,'IN" NV~(Jr'{~nC

~:.:..~.:: c;r- ):...AS'!A

re)

"'--.,.f:j±::k~.\<:::===---_, 2008.

ry Public, State of Alaska /' My Commission Expires: wi,F-'n G L

ASSEMBLY ACTION: APPROVAL. _ DENIAL. _

R.\Forms\Late File Waiver AffidaVIt SR & VET.doc (Revised 2-2008)

Page 123:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21,2007

COpy1,1"1,1,"11,""1111'"1"1111,,,,1.,1,1,1.

MONTGOMERY EARNEST J & KATHY PO BOX 1045 KASILOF AK 99610-1045

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application ifyou wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualify for Part I or both Parts I & II, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (1) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value oftheir primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. If the individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part ll: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of $150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least 1 year

prior to January 1,2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as the primary residence and permanent place of abode, of a qualifying applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualify for exemption.

Page 124:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

MONTGOMERY EARNEST J & KATHY 2008 - Senior Citizen Exemption Changes September 21, 2007 Page Two

All current Senior Citizen Exemptions will end as of December 31, 2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15, 2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

k-;JA7r<>-'Susan Guzman Exemption Examiner, Assessing Department

Page 125:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J.WILLIAMSDecember 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

MONTGOMERY EARNEST J & KATHY PO BOX 1045 KASILOF AK 99610-1045

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15. 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenaLak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

-&".a<:., ~pt ........ _

Shane Horan Director of Assessing

1:ICrystal ReportsISenior_delay-SH.rpl

Page 126:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street • Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenaLak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9,2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if'applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of Febru8IT 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another..."

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

Page 127:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 66 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INI1IAL FILING

Parcel 10 Number (PIN): 137-050-95 Physical Address: 61871 STERLING HWY

Legal Description: T 2N R 12W SEC 14 Seward Meridian KN PORTION SW1/4 NW1/4 LYING SOUTH OF STERLING HWY EXCEPT TR A OF 1962 MOBLEY TRACT AMENDED (KN910010)

Social Security No: _ 11111111111111111111111111 111111111111111111111111.111111111 Date of Birth: _

MONTGOMERY EARNEST J & KATHY Spouse's Name: _ PO BOX 1045

Spouse's Date of Birth: _KASILOF AK 99610-1045 COpy Telephone: _______ Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND (PFD) _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No' _Senior age 65 or older (individual) Did you receive a PFD in 2007? _Yes _No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _

Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2006 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Retum completed form and requested mformatlon to: Kenai Peninsula Borough Assessor - 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiG/BLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WNWBOROUGH.KENAI.AKUS

ASSESSOR'S USE ONL Y

o APPROVED

I n DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IX]PRIOR QUALIFIED

o FULL o VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan-Qa

Page 128:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

.......':'""'''''-~c.::...-L.-'-_

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

..

Physical Address: -....:J'-,.L""""4lL...!~2..lO!1::2:!:~~~..:.....Jc.... __

Name

Telephone: -"'='--"":......::=---==-__

ALASKA PERMANENT FUND DIVIDEND (PFD) , Will you qualify for a PFD in 2008? _Yes _No*~

".,"" Did you receive a PFD in 20077 _Yes LNo* • If you answered NO to both of the above questions_Surviving Spouse age 60 or older

I1.PR 2 1 200B you must complete KPB Supplemental Form #1

TYPE OF DWELLING: .' ;~: ~COTHER EXEMPTIONS ;':j 'L'j. j\~-,.~~,--,

1Single Family Residence Do you or your spouse qualify for and/or receive a Condominium property exemption in another tax jurisdiction?

_ Multi-Family (apartment, duplex, etc) __Yes Jl-No J ~ Mobile Home City, State '6 ~1!fM. ~ Other: Please specify "tr D- A\I

Borough/County 77ek-uJ j2Jd.>?1 c;:...Z'

What percent of ownership do you alone (or jointly with your spouse) have in this property? 0.-1,.!) %

What portion of this property (if any) is used for commercial or rental purposes? ,h~%

I AM APPLYI NG AS: (CHECK ONLY ONE)

_Senior age 65 and spouse ...)(Senior age 65 or older (individual)

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT. YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP T~~H VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS. ~ ( R C}[d2.,'f' Je.s /<...s2.d-/ f ~"\ -=-. k'"'72 tr -7-1­

PRINT OR TYPE OWNER NAME :>t' SIGN~ ,>'. XE ~ Return completed form and requested information to:

Kenai Peninsula Borough Assessor .. 144 North Binkley Street .. Soldotna AK 99669 (907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWWBOROUGH.KENAI.AK.US

ASSESSOR'S USE ONL Y /

D APPROVED OWNERSHIP OCCUPANCY PERM FUN.Dj~ E:J PRIOR QUALIFIED

o DISAPPROVED 02 007 -cknt'c'd l.>€Mt"'n

DFULL DVARIABLE DCONTIG AGE D NEW APPLICANTVERIFIED BY

ReVised Jan-08

Page 129:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

· .

AFFIDAVIT OF ~e:::::;::::.~""'~· !:...=.~~=-=:....;L"7"'"""':"':-f-?>~--:.~L,=::::::!t-.­:-;:4......(Senior Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILIN APR 2 1 2008 FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Propertv Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

FURTHER AFFIANT SAITH NAUGHT.

Dated at 1-1 - -::z.. 1- 0 ?', Alaska, this -2:dday of ----O'A- __,2008.

ASSEMBLY ACTION: APPROVAL _ DENIAL, _

R:\Forms\Late File Wahler Affidavit SR & VET.doc (Revised 2·2008)

Page 130:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN AND

$20,000 RESIDENTIAL EXEMPTIONY,i'u /.:>.... .:<:' ._.. ,.:: DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel ID Number (PIN): 055·330-98 Physical Address: 36159 KIMBERLY DR

Legal Description: T 5N R 11W SEC 23 Seward Meridian KN 14 X69 MOBILE HOME

POLLARD FLORA E 36159 KIMBERLY DR KENAI AK 99611-5903

i)du.. S ~ t4?f" • '''1- Ie ......... Telephone: 'i{)7· d, 55- 0 (fU) Cell Phone: 0( 5 a-3 3 J(

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD) Will you qualify for a PFD in 2008? 7:- Yes _No'_Senior age 65 and spouse Did you receive a PFD in 2007? LYes No'XSenior age 65 or older (individual) • If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ MUlti-Family (apartment, duplex, etc) __Yes ANo .J{. Mobile Home City, State _

Other: Please specify Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? /iJO %

What portion of this property (if any) is used for commercial or rental purposes? 1s:( %

I HEREBY APPLY FOR THE SENIOR CITIZEN ANO $20,000 RESIOENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

ANO FUTURE YEARS. AS OF JANUARY 1, ~, I OWNEO AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE ANO PERMANENT

PLACE OF ABOOE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE. ANOIOR OCCUPANCY. CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS'

EXEMPTIONS.

~"Iorcl. £:: Rilard ~ ~&4 6: .d?JLt '7-7-08 PRINT OR TYPE OWNER NAME SI NATURE DATE

"elum complelea TOrm ana requestea InlOrmallon to: Kenai Peninsula Borough Assessor· 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE WWW.80ROUGH.KENAI.AK.US •

PRIOR QUALIFIEDD APPROVED

DISAPPROVED

FULL D VARIABLE DCONTIG AGE D NEW APPLICANTVERIFIED BY

Revised Jun..QB

I

Page 131:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

AFFIDAVIT OF Ilo fa- ;; fJD l!d rd (Senior Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and surviving spouses thereof.

Failure to meet the filinQ deadline i~ based on the following reason(s): ~ k~ouJ the hot-I c..es .s·e~T QLlY were. i mPOy t-alL+

a 1'\.& m u sf h~ IJ€.. 'i-h row Y\ ',lolL't..

FURTHER AFFIANT SAITH NAUGHT.

Dated at 'kel\e.t.: ,Alaska, this ~ day of -5LA.... \.01'--__,2008.

. 1~~ (\SUBSCRIBED AND SWORN TO before me thiS ----=- day of '-1\1 \It ' 2008.

t~ ~~C, ~~~c&Atw""'-s:-==ka:::""'---My Commission Expires: ,;l-o I -dO II

*******.**~*****************************************************************************************

ASSEMBLY ACTION: APPROVAL, _ DENIAL, _

R:\Forms\Late File Waiver Affida\llt SR & VET doc (Re.....sed 2-2008)

Page 132:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH "Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21, 2007

COpy1,1,,1,1",11","11.,,11,1,1,1,1"11,""11,

POLLARD FLORA E 36159 KIMBERLY DR KENAI AK 99611-5903

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application ifyou wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualify for Part I or both Parts I & n, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (l) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption ofthe first $150,000 of assessed value oftheir primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. Ifthe individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part II: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of$150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least 1 year

prior to January 1,2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel ofproperty that is owned and occupied as the primary residence and permanent place of abode, of a qualifying applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualify for exemption.

Page 133:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

POLLARD FLORA E 2008 - Senior Citizen Exemption Changes September 21, 2007 Page Two

All current Senior Citizen Exemptions will end as of December 31,2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15,2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

~-~A7/-Susan Guzman Exemption Examiner, Assessing Department

Page 134:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J.WILLIAMSDecember 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

POLLARD FLORA E 36159 KIMBERLY DR KENAI AK 99611-5903

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15, 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenaLak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

-I!L.,.~ ~... -Shane Horan Director of Assessing

1:ICryslal ReportsISenior_delay-SH.rpl

Page 135:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenaLak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9,2008

Dear Sir or Madam:

On January 8,2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident ofthe Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay eity tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another... "

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

Page 136:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPUCANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY ....~ VERIFICATION OF AGE MUST ACCOMPANY INI11AL FILING

Parcel 10 Number (PIN): 055-330-98 Physical Address: 36159 KIMBERLY DR

Legal Description: T SN R 11W SEC 23 Seward Meridian KN 14 X 69 MOBILE HOME

1.1 •• 1.1 ••• 11 ••••• 11 ••• 11.1.1.1.1 •• 11 ••••• 11 •• 1.1.1.1 ••• ,11 ,

POLLARD FLORA E 36159 KIMBERLY DR KENAI AK 99611-5903 COpy

Social Security No:

Date of Birth:

Spouse's Name:

Spouse's Date of Birth:

_

_

_

_

Telephone: Cell Phone: _

_Senior age 65 and spouse _Senior age 65 or older (individual) _Surviving Spouse age 60 or older

ALASKA PERMANENT FUND DIVIDEND (PFDl Will you qualify for a PFD in 2008? _Yes _No' Did you receive a PFD in 20017 _Yes _No' • If you answered NO to both of the above questions you must complete KPB Supplemental Form #1

TYPE OF DWELLING: _ Single Family Residence

Condominium _ Multi-Family (apartment, duplex, etc)

Mobile Home Other: Please specify

OTHER EXEMPTIONS Do you or your spouse qualify for and/or receive a property exemption in another tax jurisdiction? __Yes __No

City, State _

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2006 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION: AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Retum completed form and requested information to: Kenai Peninsula Borough Assessor· 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD EUGIBUTY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON mE BOROUGH VVEBSITE. WWWBOROUGH.KENAI.AK.US

ASSESSOR'S USE ONL Y

o APPROVED

n DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IXJPRIOR QUALIFIED

DFULL D VARIABLE DCONTIG AGE VERIFIED BY 111111111111/1111111111111111111111

Revised Jan-ca

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APPLICATION FOR SENIOR CITIZEN JUL i II~OU;i

AND KI'B ,\SSFSSING nFl'''

$20,000 RESIDENTIAL EXEMPTION ' ,. DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel 10 Number (PIN): 013-420-21 Physical Address: 50967 RAMONA RD

Legal Description: T 7N R 11W SEC 3 & SEC 10 Seward Meridian KN 0780154 LAKECREST SUB LOT 8 BLOCK 1

RAGAINS RAMONA K PO BOX 7451 NIKISKI AK 99635-7451

TelePhone:(~'l1 ~-t'l..5')3 Cell Phone (~o')) ?S:l.-5Z I ~

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFD) Will you qualify for a PFD in 2008? v Yes _No'_Senior age 65 and spouse Did you receive a PFD in 2007? v Yes _No'_Senior age 65 or older (individual) • If you answered NO to both of the above questions

~Surviving Spouse age 60 or older you must compiete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS L Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes v1.J0

Mobile Home City. State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? /00 %

What portion of this property (if any) is used for commercial or rental purposes? 0 %

r HEREBY APPLY FOR THE SENIOR CITIZEN AND 520,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 200B ASSESSMENT

AND FUTURE YEARS AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT

PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY. CERTIFICATlON: I HEREBY CERTIFY TH.~T ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR: AND (2)

IMPOSITION OF A CIVIL FINE OF UP TO $1.000 FOR EACH VIOLATION: AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS'

EXEMPTIONS.

o ')- 0 ')-o,&, DATE

Keturn completeo TOrm ana requestea Inrarmatlan la: Kenai Peninsula Borough Assessor· 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 ar 1·800-478·4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFO ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE WWWBOROUGHKENAIAKUS

o APPROVED

ISAPPROVED

o VARIABLE AGE VERIFIED BY

PRIOR QUALIFiED

o NEW APPLICANT

Revised Jun-Oe

I

Page 138:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

I<ECEI'VE/i]i

JUL 10 2008 iKPR AS"'.' ,

. • .>~.SS/NG /lEPT.

AFFIDAVITOF ~D~""--'\~. ~ ... ~ .. :",, ­(Senior Citizen or Disabled VeteranNae)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Applicatiorr1S~made Pursuant to AS. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and survivinq spouses thereof.

Dated at j( t.J\s::..\ ,Alaska, this !i"U-day Of_~""",--"u.....,,,,\c>.;y'l- ' 2008.

SUBSCRIBED AND SWORN TO before me th~S 1tJ.dayof IIA'. ' 2008.

(jCJ )/)c( /I~ -:ittrle Notary Public, State of Alaska My Commission Expires: i't]· / /. t' 6

*********************************************************************************************.******

ASSEMBLY ACTION: APPROVAL _ DENIAL. _

R:\Forms\Late File Waiver Affidavit SR & VET.doc (Re\l'lsed 2-2008)

Page 139:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

-

, --_. _._--------------------.__ .. _--_ .._--_._._--------­

O~\~\~Q..\. ~P?\·\c.l"\\..\O"

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION Y'~JVr::"

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING .JUL 10 I-(JiJli

ParcellD Number (PIN)

Property Legal Description:

Name BemoOfl

Mailing Address .... ....<X

B...."O'-,A.v_....J7...4..&.-SL...L.( _P...:....0=..:...City ~\\-S\S\<.~ AK Zip <=z9635

Telephone: jO'l-')'lb-')523Cell Phone: qof)-?.!5d.-SfS( 'g

Type of Dwelling: pLt''COo...ne nJ;.. boll. s£.­

PART I: First $150,000 of Assessed Value - BOROUGH AN

ALASKA PERMANENT FUND DIVIDEND IPFDl Do you or your s~ .

Will you qualify for a PFD in 2008? .x.Yes _No' exemption in another tax jurisdiction? __Yes K..No

Did you receive a PFD in 20071 .x:..Yes _No' o If you answered NO to both of the above questions City. State _ you must also submit complete KPB Supplemental Fonn #1

Borough/County . _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ,"() %

What portion of this property (if any) is used for commercial or rental purposes? 0 %

PART II: Excess of $150,000 in Assessed Value - BOROUGH ONLY

D I DECLINE any additional exemption that may be provided under this section. I will re-apply if my situation changes and I wish to be coneidered for additional exemption

BOROUGH RESIDENCY ABSENCE FROM BOROUGH Did you reside in the Kenai Peninsula Borough for at least 1 Were you absent from the Kenai Peninsula Borough year prior to January 1, 2008? X Yes _No for more than 120 days during the year 2007.

_Yes' X-No If less than 1 year, previous residence address: "f answer is YES you must also submit a completed KPB

Absence Detail Questionaire

-

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2006 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I ()'I\hjED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

~"'b .£nc .... :>W:>. 0,-0'+-08 SIGNATURE \!l, DATE

ReVised Nov-07

Retum completed form and requested information to: Kenai Penln8ula Borough Assessor - 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELIGIBLITY AND BOROUGH ABSENCES MAY BE OBTAINED BY CONTACnNG THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWW.BOROUGH.KENAI.AK.US

ASSESSOR'S USE ONL Y

$150K RAPPROVED

DISAPPROVEDBOWNERSHIP OCCUPANCY PERM FUND D PRIOR QUALIFIED n NEW APPLICANT

+$150K APPROVED

DISAPPROVED DFULL DVARIABLE DCONTIG

AGE VERIFIED BY

Page 140:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

, APPLICATION FOR SENIOR CITIZEN

AND '{I':CF.v.VlEiiJ

$20,000 RESIDENTIAL EXEMPTION JUL 22 2008 DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMIi?\T1P,NYEAR

APPLICANT MUST BE AGE 8& OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUAtW':SSING Df;Pl' VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

Parcel ID Number (PIN):

Legal Description:

Name C 'vi Ii l- \ D ite A] \ e rv {.( D '4 e r s

Mailing Address --=5:...9.:..3~'"l:..1l~....JoB::..~~~:!...-st.!!ol:::. _

City _ L.H~~.:.:.:::;.:;-. AK Zip '1 910 03

Telephone: 907-;i/3 5- 74? I Cell Phone: _

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFDl Will you qualify for a PFD in 2008? vYes _No'_Senior age 65 and spouse Did you receive a PFD in 20071 "/Yes _No'VSenior age 65 or older (individual) • If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS J::::::: Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ MUlti-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? }()O %

What portion of this property (if any) is used for commercial or rental purposes? g= %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS, AS OF JANUARY 1, ~, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE, I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY,

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR: AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION: AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS,

Le"OiU)?C)iz Q - <r::~'

Return completed form and requested infonnation to: Kenai Peninsula Borough Assessor· 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWWBOROUGH.KENAIAKUS

ASSESSOR'S USE ONLY / l'

o APPROVED

n DISAPPROVED

O· ... '...,.,"HIP

'.ws' OCCUri~ PERM FUNS ;':;'rfOc; ,)./:J:l'J'"'N i~' / \ie,.nM ~

[S] PRIOR QUALIFIED

ill FULL o VARIABLE DCONTIG AGE VERIFIED BY o NEW APPLICANT

ReVised Apr-08

Page 141:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

r , .

AFFIDAVIT OF 'f'r 5 (Senior Citizen or Disabled Veteran Na e)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline is based on the following reason(s):

FURTHER AFFIANT SAITH NAUGHT.

Dated at ;/'."ehdmak... ,Alaska, this I~'lfiay of .2008.y,J..-p

~.,.)~! ~J'<--NOtarYublic, State of Alaska My Commission Expires: 7 - 4 -~u Ii)

****************************************************************************************************

SUBSCRIBED AND SWORN TO before me this/~ay of , 2008.

ASSEMBLY ACTION: APPROVAL, _ DENIAL _

R'\Fonns\Late File WaIver Affidavit SR & VET.doc (Rellised 2.2008)

Page 142:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21, 2007

COpy1,1.,1,1",11"11"",11,1,1,,,1,,1,1,1,,1,1,

ROGERS CHARLOTTE ALLEN 58398 BRUCE ST HOMER AK 99603-9455

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application if you wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualify for Part I or both Parts I & II, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (1) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value of their primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. If the individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part IT: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of $150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least 1 year

prior to January 1,2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as tbe primary residence and permanent place of abode, of a qualifying applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualify for exemption.

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ROGERS CHARLOTTE ALLEN 2008 - Senior Citizen Exemption Changes September 21 , 2007 Page Two

All current Senior Citizen Exemptions will end as of December 31,2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15, 2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

k-~A'd"'-'" Susan Guzman Exemption Examiner, Assessing Department

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KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAM 5December 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

ROGERS CHARLOTIE ALLEN 58398 BRUCE ST HOMER AK 99603-9455

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15. 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenai.ak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

-I!L. $G--~ .... -Shane Horan Director of Assessing

1:ICrystal ReporlsISenior_delaLSH.rpt

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KENAI PENINSULA BOROUGH

';:,.(l.-,j~ IS"'.

'" ~ .-t., ­

.. .--41:5

January 9, 2008

144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenaLak.us

JOHN J. WILLIAMS BOROUGH MAYOR

Dear Sir or Madann:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this progrann. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notifY the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another..."

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notifY the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Exanniner, KPB Assessing Department

Page 146:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLOER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUAUFY VERIACATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 174-300-04 Physical Address: 58398 BRUCE AVE

Legal Description: T 6S R 13W SEC 12 Seward Meridian HM 0721007 KACHEMAK ESTATES SUB ADDN NO 2 LOT 7

Social Security No: _1.1.1 111 ••• 11.1 11 ••• 1111.1.1.1 .11.1 11.1 •• 1.1.1.1 •• 1•• 1••• 11. Date of Birth: _

ROGERS CHARLOTTE ALLEN Spouse's Name: _ 58398 BRUCE ST

Spouse's Date of Birth: _HOMER AK 99603-9455 COpy Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND (pFDl _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No' _Senior age 65 or older (individual) Did you receive a PFD in 2007? _Yes _No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1. 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP. PROPERTY USE, AND/OR OCCUPANCY

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWl.EDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1.000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested information to: Kenai Peninsula Borough Assessor - 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWWBOROUGH.K£NAI.AK.US

ASSESSOR'S USE ONL Y

o APPROVED

I n DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IiJPRIOR QUALIFIED

o FULL o VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan--Qa

Page 147:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION;:;!~{;·'J~.. DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION'/r~R.ni,

'_'l:,

APPLICANT MUST BE AGE 6& OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR~taJ ...!'!~;~ ..,., , VERIFICATION OF AGE MUST ACCOMPANY INmAL FlUNG "'. '/, 'i; /jEPI

Parcel 10 Number (PIN): Z ~- Z. C; 0 Z"3 Physical Address: I "3 I So SAmf\-1:J ,}.fA DR. Legal Description: LO~TLAK."'- $0,";, AM"'-NOlcD Lor I f2:,LIL '3

Name J !+C Ie:::. ";) "L FoiL '>

Mailing Address PoAo x /C182

City Ofo<C<J.4-..-LO AK Zip 99~c;,.4-

Telephone: t'--'7_0..c..?)L- Cell Phonel.,,,?) 3(;. Z. -Q9'10

I AM APPLYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFDl .a:: Will you qualify for a PFD in 2008? ~Yes _No'_Senior age 65 and spouse ·tlIl

C ~ ~Senior age 65 or older (individual) a Did you receive a PFD in 20077 L-Yes _No'

_Surviving Spouse age 60 or older eo -8 • If you answered NO to both of the above questionsW c::> c::> you must complete KPB Supplemental Fonn #1> ~5-W e-.J

iil-oTYPE OF DWELLING: C'l .!: ~ OTHER EXEMPTIONS

(,)..x.. Single Family Residence = a3~ Do you or your spouse qualify for and/or receive a c....W <:( a..CI)Condominium property exemption in another tax jurisdiction? "co _ Multi-Family (apartment, duplex, etc) a:: c: __Yes 2L-No Mobile Home §! City, State _ Other. Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? 1 0 0 %

What portion of this property (if any) is used for commercial or rental purposes? I % I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTIJRE YEARS.

AS OF JANUARY 1. ZQgL, , OWolED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWolERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNO\M.EDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITIJRE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EAC VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

.:\Qc...k D Se ).for 5I

PRINT OR TYPE OINNER NAME

Retum completed tonn and requested intonnation to: Kenai Peninsuls Borough Assessor ·144 North Binkley Street - Soldotna AK 99889

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWWBOROUGH.KENAI.AK.US

ASSESSOR'S USE ONLY

DAPPROVED

D DISAPPROVED OWNER~~ OCG~CY PERM FUND

J.ob'l ·~6 WRIOR QUALIFIED v

DFULL

)

DVARIABLE DCONTIG

, AGE VERIFIED BY D NEW APPLICANT

Revised Jan-OS

Page 148:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

--------"-------""

RECEIVED

APR 2 200S

AFFIDAVITOF .JAc...K. '!>, S~L.I-=-Oa..~ Kenai Peninsula Borougt (senior Citizen or Disabled Veteran Name) Seward Office

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN ANDIOR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and surviVing spouses thereof.

o meet the filing deadline is based on the following re on(s):

FURTHER AFFIANT SAITH NAUGHT.

Dated at ':,' Q 1..-0 (l. ,.~d. .Alaska, this AflJday of --It.A~/J;,.L.<t:<-",-,/,-- , 2008. r

SUBSCRIBEO\llMlD SWORN TO before me this .J~day of !J.m", i . 2008. ~\\\\1vA!/ll~ ~

~~~ ~ ~ at ~ ~~.., '" ~ ~ ~o .., ~ ~ ;so: \ ~ .,..., ~"""'-...o.--....,---~------..~"'l- ~ == i OI)J'~"'~C i*; Notary Public, State of Alaska !!\\~ ::;~\,..~ i;::e My Commission Expires: 8,;1 ~ .6~

'. ~\,)y ••,C?~*-.. ... ~~ sr.··......·~ '" ~.***********~ ~ TE 0 ~~**""...*******************************************************.....*********

ASSEMBLY ACTION: APPROVAL. _ DENIAL. _

R:\Fonns\Late File WEiNer AffidIMl SR & VET.doc (Rni8Bd 2-2OOB)

Page 149:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

• Providenee SewardI

Medical & Care Center

JUN 1 0 Z[)rJ~ Providence Seward

KPB ASSESSING /)£Pl.Medical Center

Providence Seward I.

Medicai Center PO Ilox :;loS I Sevv'ard. i~K 99664 •.

rei 907 ?;J4-r:;~o;) i F'lx 907 .~2/l-7':::4~3 ~

~ Providence Seward ! FClmiiy Clinic 1 P () Box 3C~' j SeVvLlrCJ, Ar; qU61~;.1 ! rei 90] <-~::-J..~; ..:US, ~ reiX ~)(l/ ,~24. 7~'/~gi

l Providence 'JvesJey ~

(are Center P.O, Ho>; 4~;U i ~C\.'V;]i ci i\t< I)Cl C:i 6/1 ! TE~I 907 ~<>j 'j14 ~,h1X ()o/ ;;/<-1- ~)2~() ,!(KJ? :~211 -.:,C:3E

I

Providence ',eward Il Home Health I P.O [!u>' ~j--)~-\ ~ SC'\~J.l;·d. !:.\K ,~()(,:-~:+ •

if'l '::07 2'::·-i ~.?(Y:,

Fax 9(17 ,:~;~4 -, 2·10

" ~ 1 j

To: Policies and Procedure Committee 144 North Binkley Street Soldotna, Alaska 99669 Parcel Number 12529023

05/23/2008

RE: Selfors, Jack 0

To Whom It May Concern:

Mr. Selfors was suffering from a medical condition which ultimately led to a hospitalization around the time his paperwork was due, regarding a tax exemption status. Please consider this in your decision allowing him to remain in tax exempt status.

Please contact me if you have any questions regarding this matter. Thank you for your time.

Sincerely,

Michelle R Hensel, MD Family Medicine

Providence Seward Medical Center

cc:

saa ORIGJlNAL

~ 1

Page 150:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21,2007

COpy1,1"1,1",11,,,111111,,1,"111,1,,1,,1",1,1

SELFORS JACK PO BOX 1982 SEWARD AK 99664-1982

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application if you wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualify for Part I or both Parts I & II, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (l) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value of their primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. If the individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part II: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of $150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least I year

prior to January 1, 2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as the primary residence and permanent place of abode, of a qualifying applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualify for exemption.

Page 151:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

SELFORS JACK 2008 - Senior Citizen Exemption Changes September 21,2007 Page Two

All current Senior Citizen Exemptions will end as of December 31,2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15,2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

k"::JA7"""'---". Susan Guzman Exemption Examiner, Assessing Department

Page 152:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

December 6, 2007 IMPORTANT PLEASE READ JOHN J. WILLIAMS BOROUGH MAYOR

SELFORS JACK PO BOX 1982 SEWARD AK 99664-1982

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15,2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenaLak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

-f!L" ..~ ~n lit I _

Shane Horan Director of Assessing

1:\Cryst!,J Reports\Senior_delar-SH.rpt

Page 153:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street • Soldotna, Alaska 99669-7520 Tolf-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenai.ak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9, 2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption ... and when absent, the dwelling is not leased or rented to another ... "

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption wil1 be removed.

Thank you [or your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or tol1-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

Page 154:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

U.S. Individual Income Tax Return IRS Us.e Only - Dc not Wme~ 1040 2007 For the year Jan. 1-Dec. 31. 2007, or other tax year beginning ,2007, ending 20Label Your first name and initial Last name

L(See instructions ~ ~J~A~C~K~D:"":''-:-::-:-::-:-::-:-;:-:::-::::=:-:::::;-;=:--__-fS'i'E;;Lr:;F;;;O;;;R~S:::'''- ---1

E If a joint relurn, spouse's first name and initial Last nameon page 12.)

n Vn.. n ,, __ .. __

Apt. no. LI---c-;-------,-,-----;------;--;-c;-:-:7,'""';,------;---;:;-;;:-;-~

L-.,J--~=:::'::":':=:.:.l_=c:...._.::9__8::.::5;.;2::..::8__-_::8;.;5::..::0__7.:.... ..o...,___------------_,___-..J change you, tax 0' 'ofund

_-f­ .:.--=--=:...,..,.....====.::...I==CL.:===:::...~=w.:::=:<.:..==9_t:::o:Jg"'o::..t:::o--t"'he::is}und (see page 12) ~

,

Page 155:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPll0N YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 125-290-23 Physical Address: 13150 SAMANTHA DR

Legal Description: T 1N R 1W SEC 14 Seward Meridian SW 0900006 LOST LAKE SUB AMENDED LOT 1 BLK 3

1.1 •• 1.1 ••• 1111.11.111 •• 1••• 111.1 •• 1•• 1••• 1.11. .1 ••• 1.1.11 ••

SELFORS JACK PO BOX 1982 SEWARD AK 99664-1982 COpy

Social Security No:

Date of Birth:

Spouse's Name:

Spouse's Date of Birth:

_

_

_

_

Telephone: Cell Phone: _

_Senior age 65 and spouse _Senior age 65 or older (individual) _Surviving Spouse age 60 or older

ALASKA PERMANENT FUND DIVIDEND (PFDl Will you qualify for a PFD in 2008? _Yes _No· Did you receive a PFD in 20077 _Yes _No· • If you answered NO to both of the above questions you must complete KPB Supplemental Form #1

TYPE OF DWELLING: _ Single Family Residence

Condominium _ Multi-Family (apartment, duplex, etc)

Mobile Home Other: Please specify

OTHER EXEMPTIONS Do you or your spouse qualify for and/or receive a property exemption in another tax jurisdiction? __Yes __No

City, State _

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1. 2008 . I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP. PROPERTY USE. AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1.000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested information to: Kenai Peninsula Borough Assessor - 144 North Binkley Street· Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD EUG/BUTY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWNBOROUGHKENA/.AKUS

ASSESSOR'S USE ONLY

o APPROVED

I n DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IXJPRIOR QUALIFIED

o FULL o VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan-OS

Page 156:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

o NEW APPLICANT

..

APPLICATION FOR SENIOR CITIZEN AND

$20,000 RESIDENTIAL EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TOIOUALIFY

VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): 013-490-05 Physical Address: 50471 L1TIMITZ AVE

Legal Description: T7N R 11W SEC 29 Seward Meridian KN 0790109 SNOWlAND ESTATES SUB PART 1LOT 2 BlK 6

CJCU/-LrlLk. ~XTHOMAS 50471 L1TIMITZ AVE KENAI AK 99611-9449

Telephone7 76" ')797 Cell Phone:Zi.2· ifd) -'3-'0"2. .. ,.~

I AM AP.?LYING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND IPFDl

t/§enior age 65 and spouse Will you qualify for a PFD in 2008? L----'Yes No'

_Senior age 65 or older (individual) _Surviving Spouse age 60 or older

Did you receive a PFD in 20077 ~s _No' • If you answered NO to both of the above questions you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS 0!ngle Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemp~n another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) Yes ~No

Mobile Home Other: Please specify

City, State _

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? /- 'r, %/4'-L

What portion of this property (if any) is used for commercial or rental purposes? tJ %

I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20.000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT

AND FUTURE YEARS, AS OF JANUARY 1, ~, I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT

PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE.

UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2)

~~S~~:~~S OF A CIVIL FINE OF UP TO $1,000 FOR <,~;.:)OLATION;] ~/ ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS'

(/ c:/l/25AL?/3 Z2 71~'tvl4<~~'~ flb,;5t2-4f PRiNT OR TYPE OWNER NAME b1'1GNATURE' DATE

t<:eturn completed form and requested mtormatlon to: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907)714-2230 or 1-800--478-4441 Fax (907)714-2393

• ADDITIONAL FORMS REGARDING PFD ELfGIBLfTY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE

BOROUGH WEBSITE. WWW.80ROUGH,KENAI.AKUS

OWNERS PERM FUo APPROVED ,),djr')DISAPPROVED

FULL o VARIABLE DCONTIG AGE VERIFIED BY

Revised Jun-C8

I

Page 157:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

, h;;.C?E\\

J\.lN ';\ I) '2.\)\)111 "

{;.F'8 j\:3Sc:;33W<G OE:\";

AFFIDAVIT OFU (LV I2.-nc Q... D ThoracLS (Senior Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN ANDIOR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105, Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and survivinq spouses thereof.

FURTHER AFFIANT SAITH NAUGHT.

Dated at~c:bh--cA.....- ,Alaska, thiSC:Cl-0':>day Of_J-=..o~",-=----,,--, , 2008.

emor Itlzen or Isa e eteran Ignature)~SUBSCRIBED AND SWORN TO before me thi~..!:'day Of=S-lJ...X\..Q... , 2008.

OFFICIAL SEAALSKASTATE OF AL T SUE ELLEN ESSER

OTARY PUBLICN . With OffIceMy Comm. EXP ..

Notary Public, State of Ala~~~\ CYL A....: I'

My Commission EXPires:~~

****************************************************************************************************

ASSEMBLY ACTION: APPROVAL, _ DENIAL. _

R \Farms\late File Waiwr Affidavit SR & VET_doc (Revised 2-2006)

Page 158:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street • Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenaLak.us

JOHN J. WILLIAMS BOROUGH MAVOR

January 9, 2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eli~ible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualification for the exemption... and when absent, the dwelling is not leased or rented to another..."

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sinccrely,

Susan Guzman Exemption Examiner, KPB Assessing Department

Page 159:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPUCANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY VERIFICATION OF AGE MUST ACCOMPANY INITIAL FlUNG

ParcellD Number (PIN): 013-490-05 Physical Address: 50471 L1TTMITZ AVE

Legal Description: T 7N R 11W SEC 29 Seward Meridian KN 0790109 SNOIfVl..AND ESTATES SUB PART 1 LOT 2 BLK 6

Social Security No: _111111111111111111111111111111111111111111111111111111111111 Date of Birth: _

CLARENCE D THOMAS ET AL Spouse's Name: _ 50471 L1TTM ITZ AVE COpy Spouse's Date of Birth: _KENAI AK 99611-9449

Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND (pFDl _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No' _Senior age 65 or older (individual) Did you receive a PFD in 200?? _Yes _No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR, AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested Information to, Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393 • ADDITIONAL fORMS REGARDING PfD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OffiCE OR ON THE BOROUGH WEBSITE JIVWoNBOROUGH.KENAI.AKUS

ASSESSOR'S USE ONL Y

o APPROVED

I n DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND IXJPRIOR QUALIFIED

o FULL o VARIABLE DCONTIG AGE VERIFIED BY 111111111111111111111111111111

Revised Jan-OS

Page 160:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

DCONTIG

APPLICATION FOR SENIOR CITIZEN

AND lUi ':'1 $20 000 RESIDENTIAL EXEMPTION - · 1 dOH , K'~"

DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEIVIPTIO~~"'ttARic l)EP'i APPLICANT MUST BE AGE 85 OR OLDER ON JANUARY 1ST OF l11E EXEMPTION YEAR TO QUALIFY

VERIFICATlON OF AGE MUST ACCOMPANY INITIAL FILING

ParcellD Number (PIN): {) I 50 '0 t/ i Physical Address: 'LiOS A

Legal Description: -1-7N R iJ.W SC:C 3'/ S"'-dUC..v Nerjd'!(L) N,.) :;l Lo I tJ -H '-/t,; lOY /6:,)('''':'' '-:,~ 1.£."'1

Name 'oJarN.s.;.cTJ!. £.... _.........Lo:­

Mailin9 Address _~loI.lJl.O...JJo.C",,5.L..!..A::"'-_.I>K.""\""i'\"'(..LI..L\ --"",S+,P",...._IL'----'d-"~"'()"',Yr'-­City Ki'or... AK Zip rlY It IIl

Telephone 'I] li - S5 ~ J Cell Phone: J j;? - 11,;) I

I AM APPLVING AS: (CHECK ONLY ONE) ALASKA PERMANENT FUND DIVIDEND (PFDl Will you qualify for a PFD in 2008? l( Yes _No'.K...Senior age 65 and spouse Did you receive a PFD in 20077 rVes _No'_Senior age 65 or older (individual) • If you answered NO to both of the above questions_Surviving Spouse age 60 or older you must complete KPB Supplemental Fonm #1

TYPE OF DWELLING: OTHER EXEMPTIONS K Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property eX't(ption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Ves No

Mobile Home City, State _ Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? 100 %

What portion ofthis property (if any) is used for commercial or rental purposes? ~% I HEREBY APPLY FOR THE SENIOR CITIZEN AND $20,000 RESIDENTIAL EXEMPTION ON MY PROPERTY FOR THE 2008

ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE, I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY,

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWIERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND T AT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR: A~D

THE NEXT~.r.' 'Y (2) _MPOSITIO F A CIVIL

EXEMPTI H7 / J FINE OF UP TO $1,000 FOR EACH VIOLATION: AND (3) LOSS OF ELIGIBILITY TO RECEIVE

~z: ~ ~ '-7-08

R tum completed fonTJ and requested infonTJation to: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE, VWVWBOROUGHKENAI.AKUS

o APPROVED

DISAPPROVED

o FULL

R'SUSEONLY

PERM FU PRIOR QUALIFIED

;Jot57 AGE o NEW APPLICANTVERIFIED BY

Revised Apr-08

Page 161:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

AFFIDAVIT OF clR.1 kAIf (' OU2 (Senior Citizen or 0 led Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

This Application is made Pursuant to A.S. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens. Disabled Veterans and surviving spouses thereof.

Failure to meet the filing deadline Is based on the following reason(s): . IRE.A..Qoll~d if) ~CO-l .:Lv::. \::., A-:'J€Y'>o.r Q.JJ~,s\-n'1c:"f1h (lQcO Lt.X... ,::,

.r l~.l &? .1 ~_ 0r.::'-I--Rph VlC.R.u£ ~P' od Q{ 19J; 0(1 ( \ 'I fc' ClC:Yl')C~ C [<"vLt «

r<.£<;'i.~0ecY f1Qha ·--Ibq.;\ .J" "ee>,Q("cO to [e- a PplLf j.-') o:Xt)8 ­

FURTHER AFFIANT SAITH NAUGHT.

Dated at ··16..0e:... : , Alaska, this q+h day of _Q."""P.....l.-"L"""<= " 2008. _' cf'

.

-//,.,/t%/ ../. ",( /-­

...:/ " (Senior ~n and or Disable

SUBSCRIBED AND SWORN TO before me this <1,'Jbdayof q<&-1-'t , 2008.

c-.p-z:. .,~

~

Notary Public I ~ . J j jHEIDI LYNN HALL ~c , cO ('-0' ~o,] 4?'!a...agl

State of Alaska Notary PU~Ii~, State ?f~la~a , <­My Commission Expires" ...1.4 -;)(,'11 My Commission Expires. ~d ,Q,J I,

****************************************************************************************************

ASSEMBLY ACTION: APPROVAL _ DENIAL _

R:\Forms\Late File Waiver Af'l'ida'v'il SR & VET.doc (Revised 2-2008)

Page 162:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPLICANT MUST BE AGE 65 OR OLDER ON JANUARY 1ST OF THE EXEMPTION YEAR TO QUALIFY '{ECEg Y.ff' VERIFICATION OF AGE MUST ACCOMPANY INITIAL FILING

MOy 1 PBBf; Parcel ID Number (PIN): 057-501-14 Physical Address: 35970 SUNSET PARK ST

Legal Description: T 5N R 10W SEC 30 Seward Meridian KN 0001397 SUNSET PARK SUB BLKS 3 & 4 LOT 16 BLK 4

111111111111111111111111111111111111111111111111111111111111

WISEMAN RUSSELL L & EMILY F 35970 SUNSET PARK ST SOLDOTNA AK 99669-6920

Telephone: c:<Ld - 3J~tJ Cell Phone:J'9f - 3S7 tj. Al.,A.S!<.1\ PI=RMANENT FUND DIVIDEND (PFD)

)'-/Senior age 65 and spouse Will you qualify for a PFD in 2008? Vyes _No' _Senior age 65 or older (individual) Did you receive a PFD in 20077 !/Yes No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemp!iPn in another tax jurisdiction? _j\I1ulti-Family (apartment, duplex, etc) __Yes _V_NN'o

_V_MMobile Home City, State _Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property?

What portion of this property (if any) is used for commercial or rental purposes? & %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2008 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE. 1 WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, AND/OR OCCUPANCY.

CERTIFICATION: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR: AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION: AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS.

/"7 - '':'- f 1+<Kt--;'.,..,.!l_5"w.J,L·e.",,"--"L,,-,-/~' ~L-4.~!J<)ts<",,'U~'.,f)"'-!LZ"(lOLI\",,,J'-4-I<..::[~~~ /Zi~.i2'zl<Ct1( - c;;,.,s- C>'> (J (.)

PRfNT OR TYPE OWNER NAME SIGNATURE DATE

Return completed form and requested mformation to: Kenai Peninsula Borough Assessor - 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-4784441 Fax (907) 714-2393 • ADDITIONAL FORMS REGARDING PFD ELiGIBLITY MAY BE OBTAINED BY CONTACTING THE ASSESSOR'S OFFICE OR ON THE BOROUGH WEBSITE. WWW.BOROUGH.KENAI.AK.US

ASSESSOR'S USE ONL Y

D

In APPROVED

DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND

oJ. r;o I - t/ e..s /X]PRIOR QUALIFIED

DFULL D VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan-DB

Page 163:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

'. .

AFFIDAVIT OF A~:J .il-LL cJ: ~~~~I<.-/ RECf!IVED (S nior Citizen or Disabled Veteran Name)

AND APPLICATION FOR APPROVAL OF LATE FILING JUN 0 5 2008 FOR SENIOR CITIZEN AND/OR DISABLED VETERAN

J(PB ASSESSING DEPT

This Application is made Pursuant to AS. 29.45.030 Required Exemptions and KPB Code 5.12.105. Real Property Tax-Exemptions - Senior Citizens, Disabled Veterans and surviving spouses thereof.

Dated at __-,,-,--,~.!::...!.... , Alaska, this '7'4.. day of_----'::::...---:::=--- , 2008.

~& '>e.\\ \N \<-;'~lVt:-.h. ~~ ')(C)f\ J'>vlJ'.- S 0~J~ (Senior Citizen and/or Disabled Veteran Signature)

SUBSCRIBED AND I fore me this if1. day of , 2008. ~!~...~~ ­~q ~"" (jl O't~"l \ ii . .. \~\J'B'L1.Ci~JNotary Pu lic, State of Alaska. J /*....~..~ •. ~~.~~i My Commission Expires: .rtr(?N2-.

.s'liff.'·......·'t-.....~'-.M FOf ~~~•

• ****.************************~Df~**.*************************************************************

ASSEMBLY ACTION: APPROVAL _ DENIAL, _

R \Forms\lale File WaIver Affidavit SR & VET .doc (Revised 2-200B)

Page 164:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMS BOROUGH MAYOR

September 21, 2007

COpy1,1"1,1,, ,II" ,II"1,1",II"1,1""1,111,,,

WISEMAN RUSSELL L & EMILY F 35970 SUNSET PARK ST SOLDOTNA AK 99669-6920

Dear Sir or Madam:

The Kenai Peninsula Borough Assembly has made modifications to the Senior Citizen Exemption program which may affect you. The new changes will take effect for the 2008 assessment year. Due to these changes, it will be necessary for you to re-file an application if you wish to receive the benefit of this residential exemption.

The Senior Citizen Exemption program will now be broken down into two parts. You may qualifY for Part I or both Parts I & II, depending on your circumstances.

Part I: (Kenai Peninsula Borough and ALL Cities) Alaska Statutes state that (1) residents age 65 or older, or (2) residents at least age 60, who are a widow or widower of a person who was previously qualified, are eligible for exemption of the first $150,000 of assessed value of their primary residence. The applicant must also meet the following conditions: a. The individual shall be eligible for a permanent fund dividend. b. If the individual did not apply for a permanent fund dividend, they would have

been eligible should they have applied.

Part II: (Kenai Peninsula Borough Only) To be eligible for exemption in excess of $150,000 applicants also must meet the following: a. You must have resided within the Kenai Peninsula Borough for at least 1 year

prior to January 1,2008. b. You cannot have been absent from the Kenai Peninsula Borough for more than

120 days during calendar year 2007.

Exemptions are allowed on a single parcel of property that is owned and occupied as the primary residence and permanent place of abode, of a qualifYing applicant. Subsidiary parcels (necessary for use of the primary parcel) may also qualifY for exemption.

Page 165:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

WISEMAN RUSSELL L & EMILY F 2008 - Senior Citizen Exemption Changes September 21,2007 Page Two

All current Senior Citizen Exemptions will end as of December 31, 2007. New applications will be mailed to all previous recipients in November 2007 for the 2008 assessment year. Senior Citizens will be required to reapply by February 15,2008.

As the new Exemption Examiner, I will be available to those needing more clarification or assistance. I look forward to working with you. Please feel free to call me at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

~;:JA'7--" Susan Guzman Exemption Examiner, Assessing Department

Page 166:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH Assessing Department

144 North Binkley Street - Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PH ONE: (907) 714-2230 - FAX: (907) 714-2393

JOHN J. WILLIAMSDecember 6, 2007 IMPORTANT PLEASE READ BOROUGH MAYOR

WISEMAN RUSSELL L & EMILY F 35970 SUNSET PARK ST SOLDOTNA AK 99669-6920

Dear Sir or Madam:

As you may know, Proposition No.1, passed, limiting the Senior Citizen Exemption to no more than $300,000 and provides for additional exemption in hardship cases. This takes effect on January 1, 2008.

To date, there are two (2) options remaining to be decided by the Assembly with final resolution anticipated during their meeting of January 8, 2008. The two outstanding options to be decided are as follows:

Option 1.) The qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year.

Option 2.) To qualify for the first $150,000 of exemption, the qualifying Senior Citizen must have received or been eligible to receive a Permanent Fund Dividend in the year they are applying for the exemption or the immediately proceeding year. To qualify for the second $150,000 an individual must have resided within the Kenai Peninsula Borough for at least 1 year prior to January 1, 2008, and cannot have been absent from the Kenai Peninsula Borough for more than 120 days during calendar year 2007.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

All Senior Citizens will need to reapply for the 2008 Senior Citizen Exemption program. The option specific application will be available and mailed to prior year Senior Citizens soon after the Assembly meeting of January 8, 2008.

Do keep in mind your application is due by February 15, 2008. The two (2) part application will be made available in the meantime at borough offices or on the web site at www.borough.kenaLak.us/assessingdept Due to these circumstances, and if deemed necessary, I may suggest to the Borough Assembly the filing deadline be extended 30 days.

If you need any assistance, please contact Susan Guzman, Exemption Examiner, at (907) 714-2230 or toll free within the borough at 1-800-478-4441.

Sincerely,

.-£(. ..~ ~.. ..--.__4"'t~Shane Horan Director of Assessing

Page 167:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

KENAI PENINSULA BOROUGH 144 North Binkley Street. Soldotna, Alaska 99669-7520 Toll-free within the Borough: 1-800-478-4441, Ext. 2230

PHONE: (907) 714-2230 • FAX: (907) 714-2393 www.borough.kenaLak.us

JOHN J. WILLIAMS BOROUGH MAYOR

January 9,2008

Dear Sir or Madam:

On January 8, 2008, the Kenai Peninsula Borough (KPB) Assembly passed the Senior Citizen Exemption application requirements based on one's eligibility to receive the Alaska Permanent Fund Dividend.

To be eligible for the Senior Citizen Exemption, applicants must: • Be a resident of the Kenai Peninsula Borough. • Be 65 years of age or older or a resident at least 60 years of age who is a widow or

widower of a person who was previously qualified under this program. • Have received or been eligible to receive an Alaska Permanent Fund Dividend for the year

2008 or the immediately proceeding year. • Be the owner of record and occupy the residence as one's primary residence and

permanent place of abode.

This $300,000 exemption does not change one's obligation to pay city tax, if applicable, on assessed values over $150,000.

I have received many applications on the form that was previously available from October 2007 through January 8, 2008. If you applied during that time, we will consider that application valid. If you have yet to apply, please complete the enclosed application and return it by the filing deadline of February 15, 2008.

As a reminder, KPB code stipulates that, "It shall be the responsibility of every person who obtains an exemption under this chapter to notify the borough assessor of any change in ownership, property use, residency, permanent place of abode, or other factors affecting qualitication for the exemption... and when absent, the dwelling is not leased or rented to another... "

Additionally, those who travel and elect to have their mail forwarded to a non-borough address must notify the assessing department in writing, (prior to leaving) of the dates they will be gone, otherwise, the exemption will be removed.

Thank you for your patience during this restructuring process. If you have any questions or need assistance, please contact me at 907-714-2230 or toll-free within the borough at 800-478-4441.

Sincerely,

Susan Guzman Exemption Examiner, KPB Assessing Department

Page 168:  · ·' APPLICATION FOR SENIOR CITIZEN EXEMPTION . DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR . APPLICANT MUST BE AGE 65 OR OLDER ON …

APPLICATION FOR SENIOR CITIZEN EXEMPTION DUE ON OR BEFORE FEBRUARY 15TH OF THE EXEMPTION YEAR

APPUCANT MUST BE AGE 65 OR OLOER ON JANUARY lSTOF THE EXEMPnoN YEAR TO QUALIFY VERIFICAnON OF AGE MUST ACCOMPANY INITIAL FILING

Parcel 10 Number (PIN): 057-501-14 Physical Address: 35970 SUNSET PARK ST

Legal Description: T 5N R lOW SEC 30 Seward Meridian KN 0001397 SUNSET PARK SUB BlKS 3 & 4 lOT 16 BlK 4

Social Security No: _ 1111111111111111111.11111111111111111111111111111111.1111111 Date of Birth; _

WISEMAN RUSSEll l & EMilY F Spouse's Name: _ 35970 SUNSET PARK ST

Spouse's Date of Birth: _SOLDOTNA AK 99669-6920 COpy Telephone: Cell Phone: _

ALASKA PERMANENT FUND DIVIDEND (PFD) _Senior age 65 and spouse Will you qualify for a PFD in 2008? _Yes _No' _Senior age 65 or older (individual) Did you receive a PFD in 20077 _Yes _No' _Surviving Spouse age 60 or older • If you answered NO to both of the above questions

you must complete KPB Supplemental Form #1

TYPE OF DWELLING: OTHER EXEMPTIONS _ Single Family Residence Do you or your spouse qualify for and/or receive a

Condominium property exemption in another tax jurisdiction? _ Multi-Family (apartment, duplex, etc) __Yes __No

Mobile Home City, State _

Other: Please specify

Borough/County _

What percent of ownership do you alone (or jointly with your spouse) have in this property? ---_%

What portion of this property (if any) is used for commercial or rental purposes? %

I HEREBY APPLY FOR THE SENIOR CITIZEN EXEMPTION ON MY PROPERTY FOR THE 2008 ASSESSMENT AND FUTURE YEARS. AS OF JANUARY 1, 2006 , I OWNED AND OCCUPIED THE PROPERTY AS MY PRIMARY RESIDENCE AND PERMANENT PLACE OF ABODE I WILL NOTIFY THE KPB ASSESSORS OFFICE OF ANY CHANGES IN OWNERSHIP, PROPERTY USE, ANDIOR OCCUPANCY.

CERl1FICA110N: I HEREBY CERTIFY THAT ALL OF THE ANSWERS GIVEN ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT WILLFUL MISREPRESENTATION IS PUNISHABLE BY (1) FORFEITURE OF THE EXEMPTION FOR THAT YEAR; AND (2) IMPOSITION OF A CIVIL FINE OF UP TO $1,000 FOR EACH VIOLATION; AND (3) LOSS OF ELIGIBILITY TO RECEIVE THE NEXT FIVE YEARS' EXEMPTIONS

PRINT OR TYPE OWNER NAME SIGNATURE DATE

Return completed fonn and requested infonnalion to: Kenai Peninsula Borough Assessor· 144 North Binkley Street - Soldotna AK 99669

(907) 714-2230 or 1-800-478-4441 Fax (907) 714-2393

• ADDITIONAL FORMS REGARDING PFD FUGIBUTY MAY BE OBTAINFD BY CONTACTING THE ASSFSSOR'S OFFICE OR ON THE BOROUGH IIIIFBSITE. 'M'VWBOROUGH.KFNAlAK.US

ASSESSOR'S USE ONL Y

o APPROVED

In DISAPPROVED

OWNERSHIP OCCUPANCY PERM FUND !XJPRIOR QUALIFIED

o FULL o VARIABLE DCONTIG AGE VERIFIED BY 11111111111111111111111111111111111

Revised Jan-08