MORTGAGE TAX APPORTIONMENT PERIOD OCTOBER 1, 2024 THROUGH MARCH 31, 2025

BUDGET, FINANCE & PERSONNEL RE: RESOLUTION NO. 2025069 MORTGAGE TAX APPORTIONMENT PERIOD OCTOBER 1, 2024 THROUGH MARCH 31, 2025 Legislators CASWELL, TRUITT, HOUSTON, POLASEK, MC HOUL, D'AQUANNI, GORMAN, and VERSACI offer the following and move its adoption: RESOLVED, that the report of the County Clerk and the Commissioner of Finance of mortgage tax receipts and disbursements, for the period of October 1, 2024 through March 31, 2025, and the distribution thereof among the several tax districts, be accepted and placed on file, and be it further RESOLVED, that the warrant in conformity with Section 261 of the Tax Law, be issued to he Commissioner of Finance to pay the respective cities and towns, and to the village treasurer he amounts due the respective villages of the County of Dutchess as set forth on the annexe sheet. CA-049-25 EMW/rjw G-0145-A 04/15/2025 Fiscal Impact: See Attached APPROVED Seuse serro SUSAN J. SERINC COUNTY EXECUTIVE Deto 5/15/2025 STATE OF NEW YORK SS: COUNTY OF DUTCHESS This is to certify that I, the undersigned Clerk of the Legislature of the County of Dutchess, have compared the foregoing resolution with the original resolution now on file in the office of said clerk, and which was adopted by said Legislature on the 12h day of May 2025, and that the same IN WITNESS WHEREOF, I have hercunto set my hand and seal of said Legislature this 12 day of May 2025. Bilager Print FISCAL IMPACT STATEMENT • NO FISCAL IMPACT PROJECTED APPROPRIATION RESOLUTIONS (To be completed by requesting department) Total Current Year Cost $ 0 Total Current Year Revenue $ ° and Source Sure or or is Fug A prototons, • Existing Appropriations, Contingency, • Additional Appropriations, L Other (explain). Identify Line Items(s): Mortgage Tax Receipts are held in account T.758 Related Expenses: Amount $ Nature/Reason: Anticipated Savings to County: Net County Cost (this year): Over Five Years: Additional Comments/Explanation: Prepared by: Mariya Kondratyuk Print Prepared On: 4/4/25 Dut pal OFFICE OF COMMISSIONER OF FINANCE MORTGAGE TAX DISTRIBUTION CITIES BEACON POUGHKEEPSIE TOWNS AMENIA BEEKMAN CLINTON DOVER EAST FISHKILL FISHKILL HYDE PARK LAGRANGE MILAN NORTH EAST PAWLING PINE PLAINS PLEASANT VLY POUGHKEEPSIE RED HOOK RHINEBECK STANFORD UNIONVALE WAPPINGER WASHINGTON VILLAGES FISHKILL MILLBROOK MILLERTON PAWLING RED HOOK RHINEBECK TIVOLI WAPPINGER FALLS Other non-Distributed - Adj order TOTAL June 2, 2025 AMOUNT 320,267.23 327,159.22 99,464.03 217,389.24 80,462.42 82,729.73 489,147.08 305,896.41 238,235.40 234,875.42 86,912.28 35,155.98 128,820.59 35,766.19 116,075.90 491,109.41 117,211.19 98,694.57 49,507.69 49,076.68 298,682.22 89,876.70 21,054.12 8,631.73 3,036.97 11,132.83 11,158.39 18,335.06 6,736.78 23,885.68 0.00 4,096,487.14 Hidi SeO COMMISSIONER OF FINANCE EC EIVE APR 1 5 2025 Bradford H. Kendall Dutchess County Clerk 22 Market St. Poughkeepsie, NY 12601 By. Honorable Leigh Wager Clerk, Dutchess County Legislature 22 Market Street Poughkeepsie, NY 12601 April 15, 2025 Dear Clerk Wager: Please find attached the Semi-Annual Mortgage Tax report for the period October 1, 2024 through March 31, 2025. This report is submitted to you pursuant to Section 261 of the New York State Tax law. It is important to note that while this report is the basis for the resolution adopted by the legislature for the distribution of mortgage tax receipts to the municipalities, the actual distribution may vary based on proceeds to the villages contained within various taxing districts. The Commissioner of Finance will be providing you with the appropriate resolution for the Legislature's consideration. If you have any further questions, please call. Yours in governance: www.dutchessny.gov NoRK Department of STATE Taxation and Finance Office of Real Property Tax Services Division April 15t*, 2025 Tax Article: 11 Tax Type: Mortgage Recording County: Dutchess Period: October 2024-March 2025 APR PM DUTCHESS COUNTY CLERK 22 MARKET STREET POUGHKEEPSIE, NY 12601 We approved your report. We approved your Semiannual Form AU-202, New York State Mortgage Tax Semiannual Report, which we received on April 15, 2025. The net amount of $4,096,487.14 due to the respective tax districts is approved. You may submit the report to your County Legislative Body for their action, pursuant to Tax Law §261. Questions? • Visit our website. • Call George Muller at 518-486-6127 www.tax.ny.gov WA Harriman Campus Albany NY 12227 www.tax.ny.gov NEW YORK STATE Department of Taxation and Finance New York State Mortgage Tax Semi-Annual Report County of DUTCHESS for the period OCTOBER 2024 through MARCH 2025 (Month) (Month) Part 1 - Cash statement for taxes collected pursuant to Article 11 (Months Basic Tax Distributed Basic Tax Collected Interest Received by Recording Refunds Recording i Officer's Expense Adjustments Officer OCTOBER NOVEMBER $ DECEMBER JANUARY FEBRUARY$ MARCH Totals A10-A1 842,632.16 582,475.50 744,711.35 797,162.26 $ 606,536.50 584,432.87 A14 A3 + A12 $ 12,381.79 $ 11,163.58 12,469.62 - $ 12,580.96 $ 12,640.17 $ 12 587.10 $ 4,157,950.64 | S - $ 73,823.22 Amount Paid to Treasurer 10 Interest Received by Treasurer Treasurer Treasurers Expense (1+2)-(3-4) 830,250.37 571,311.92 732,241.73 784,581.30 593,896.33 571,845.77 3,617.33 3,828.56 1,101.06 | $ 1,000.00 1,473.88 1,807.76 2,531.13 $ 1,000.00 4,084,127.42 T$ 14,359.72 $2,000.00 AU-202 Tax District's Locali Tax Share (5+6) -7 B15 - 888,867.701 732,342.79 | 786,055.18 595,704.09 573,376.90 All Other Taxes Distributed 10 11 Additional Special Tax Assistance Fund D15 278,275.98 210.224.17 224,649.78 69 218,424.51 $ 207,752.55 194,514.16 $ 12 Special Additional Tax C15 500,784.84 | $ 474,055.14 | $ 427,986.75 457,746.77 345,091.07 331,991.15 E15 67,780.50 24,382.07 83,818.37 98,998.66 28,397.60 37,926.44 $ 4,096,487.14 | ##| $ 2,537,655.72 T$ 1,333,841.15 $ 341,303.64 Recording Officer office of the Dutches Bunty Clerk otta listenes county contrisinor se Finance Treasurer PART II DISTRIBUTION STATEMENT (Columns 1 through 5) property in the respective tax districts. 'ments and correct errors are recorded in column 3 and 4, respectively. ty for these additions and deductions is given by the orders of the Tax Department noted on the bottom of this part. Tax districts Amenia Beekman Clinton Dover East Fishkill Fishkill Hyde Park Lagrange Milan North East Pawling ains Pleasant Valley T/Poughkeepsie Red Hook Rhinebeck Stanford Union Vale Wappinger Washington City of Beacon 2 Taxes collected $ $ $ $ $ $ $ $ $ $ $ $ City of Poughkeepsie 100,956.38 220.650.94 81,669.67 83,971.00 496,486.22 331,856.08 241,809.87 238,399.48 88,216.31 38,766.00 142,053.27 36,302.82 117,817.50 503,262.56 137,133.49 118,785.54 50,250.50 49,813.02 322.623.14 99,986.45 325,072.50 332,067.90 3 "Additions $ .:. 4 "Deductions $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ CREDIT STATEMENT (Column 6) This column is the ne amount due each ta $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 5 Amount o Taxes Collected as adjusted and corrected 100,956.33 220,650.91 $ 81,669.67 $ 83,971.00 | $ 496.486.22 $ 331,856.03 $ 241.809.87 $ 238,399.43 $ 88,216.31 $ 38,766.00 $ 142,053.27 | $ 36,302.82 117,817.50 $ 503,262.56 $ 137,133.49 $ 118,785.54 S 50,250.50 $ 49,813.02. $ 322,623.14 $ 99,986.45| $ 325.072.50$ 332,067.90 $ 6 Net Amount due each tax district 99,464.03 217,389.24 80.462.42 82.729.73 489,147.08 326,950.53 238.235.40 234.875.42 86,912.28 38,192.95 139.953.42 35,766.19 116.075.90 495,823.25 135,106.36 117.029.63 49.507.69 49,076.68 317,854.07 98,508.43 320,267.23 327,159.22 TOTAL TAX DISTRICTS 22 TOTALS $ 4,157.950.64 S _ 4,157,950.64 $ 4,096,487.14 *ses refund, adjustment, and special adjustment orders of Commissioner of Taxation and Finance, case numbers: Budget, Finance, and Personnel Committee Roll Call District District 7 - Hyde Park and Pleasant Valley Name Yes Truitt* District 25 - Amenia, Washington, Pleasant Valley & Millbrook District 3 - LaGrange District 16 - Fishkill and Beacon District 9 - City of Poughkeepsie District 2 - LaGrange, Pleasant Valley & Town of Poughkeepsie District 5 - Town of Poughkeepsie District 8 - City and Town of Poughkeepsie District 10 - City of Poughkeepsie District 12 - East Fishkill District 17 - Town and Village of Fishkill District 21 - East Fishkill Houston* Polasek* Valdés Smith* Atkins* Travelpiece (VC) D'Aquanni Brendli Johnson Metzger McHoul Caswell (C) Total: No Absent Present: Absent: Vacant: Resolution: _ Motion: Yes No Abstentions: 2025069 MORTGAGE TAX APPORTIONMENT PERIOD OCTOBER 1, 2024 THROUGH MARCH 31, 2025 MAY 8, 2025 Roll Call Sheets District Present: Absent: Vacant: District 7 - Hyde Park and Pleasant Valley District 25 - Amenia, Washington, Pleasant Valley & Millbrook District 3 - LaGrange District 16 - Fishkill and Beacon District 9 - City of Poughkeepsie District 1 - Town of Poughkeepsie District 2 - LaGrange, Pleasant Valley & Town of Poughkeepsie District 4 - Hyde Park and Town of Poughkeepsie District 5 - Town of Poughkeepsie District 6 - Town of Poughkeepsie District 8 - City and Town of Poughkeepsie District 10 - City of Poughkeepsie District 11 - Clinton, Pleasant Valley, and Rhinebeck District 12 - East Fishkill District 13 - East Fishkill and Wappinger District 14 - Wappinger and Town of Poughkeepsie District 15 - Wappinger District 17 - Town and Village of Fishkill District 18 - City of Beacon and Fishkill District 19 - North East, Stanford, Pine Plains, Milan & Red Hook District 20 - Red Hook, Tivoli, and Rhinebeck District 21 - East Fishkill District 22 - Beekman and Union Vale District 23 - Pawling, Beekman and East Fishkill District 24 - Dover and Pawling Resolution: _ Motion: Last Name Truitt Houston Polasek Valdés Smith Atkins Gorman Travelpiece Lawler D'Aquanni Kaul Brendli Johnson Kearney Metzger Paoloni Versaci Faust McHoul Page Drago Munn Caswell Garito Rolison House Total : Abstentions: YES NO 25 Yes No 2025069 MORTGAGE TAX APPORTIONMENT PERIOD OCTOBER 1, 2024 THROUGH MARCH 31, 2025 MAY 12, 2025