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Filing # 23497600 E-Filed 02/07/2015 11:56:00 PM

THIS IS NOT A COMMERCIAL FORCLOSURE

IN THE CIRCUIT COURT OF THE


FIFTH JUDICIAL CIRCUIT FLORIDA
IN AND FOR MARION COUNTY

REVERSE MORTGAGE SOLUTIONS, INC.,


CASE NO.: 2013-CA-000115
42-2013-CA-000115-AXXX-XX

Plaintiff,

Residential Home Foreclosure Case


Florida Homestead of Neil J. Gillespie

vs.
NEIL J. GILLESPIE AND MARK GILLESPIE
AS CO-TRUSTEES OF THE GILLESPIE
FAMILY LIVING TRUST AGREEMENT
DATED FEBRUARY 10,1997, ET AL.
Defendants.

- - - - - - - - - - - - - - - -/
AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE
STATE OF FLORIDA
COUNTY OF MARION

)
) SS.:
)
AFFIDAVIT

BEFORE ME, this day personally appeared NEIL J. GILLESPIE, who upon being duly
sworn deposed upon oath as follows:
I.

My name is Neil J. Gillespie. I am over eighteen years of age. This affidavit is given on

personal knowledge unless otherwise expressly stated.


2.

I have resided at 8092 SW 115th Loop, Ocala, Marion County, Florida ("the property")

continuously and uninterruptedly since February 9, 2005. On November 17, 2009 I applied for
and received the homestead tax exemption as to the property, that 7013-007-001 is the tax
identification parcel number of this property, which is exempt from levy and execution under
Section 4, Article X of the Florida State Constitution, for the following described property:
Lot(s) I, Block G, OAK RUN WOODSIDE TRACT, according to the Plat thereof as
recorded in Plat Book 2 at Page(s) 106 through 112, inclusive of the Public Records of
Marion County, Florida.

AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD


THIS IS NOT A COMMERCIAL FORCLOSURE

3.

Attached to my affidavit are the following documents in support thereof:


Exhibit 1 - A true and correct copy of the acknowledgment of the Marion County Florida

Property Appraiser dated November 17, 2009 that I filed an original application for homestead
and disability exemption on the property for the taxable year of 20 10.
Exhibit 2 - A true and correct copy of my Original Application for Ad Valorem Tax
Exemption received November 17, 2009 by the Marion County Florida Property Appraiser.
Exhibit 3 - A true and correct copy of the current exemption codes used by the Property
Appraiser's Office, including the following relevant to nlY residential homestead property:
Code
01
02
35
38

Type of Exemption
Homestead
Widow (for Penelope Gillespie in 2009)
Disability - civilian
Additional $25,000 [Homestead] (does not apply to school levy)

Exhibit 4 - A true and correct copy of the 2009 property tax bill, account R7013-007-001
showing residential homestead (EXCDOI, EXCD38) and widow (EXCD02) exemptions.
Exhibit 5 - A true and correct copy of the 2010 property tax bill, account R7013-007-001
showing residential homestead (EXCDOI, EXCD38) and disability (EXCD35) exemptions.
Exhibit 6 - A true and correct copy of the 2011 property tax bill, account R7013-007-001
showing residential homestead (EXCDOl, EXCD38) and disability (EXCD35) exemptions.
Exhibit 7 - A true and correct copy of the 2012 property tax bi II, account R7013-007-001
showing residential homestead (EXCDOl, EXCD38) and disability (EXCD35) exemptions.
Exhibit 8 - A true and correct copy of the 2013 property tax bill, account R7013-007-001
showing residential homestead (EXCDOl, EXCD38) and disability (EXCD35) exemptions.
Exhibit 9 - A true and correct copy of the 2014 property tax bill, account R7013-007-001
showing residential homestead (EXCDOI, EXCD38) and disability (EXCD35) exemptions.

AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD

THIS IS NOT A COMMERCIAL FORCLOSURE

Exhibit 10 - A true and correct copy of the 2015 notice of residential exemptions 01/38/35.
Exhibit 11 - A true and correct copy of the property card for the property, tax parcel
7013-007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA, Property
Appraiser, Marion County, FL, December 31,2014 showing exemption codes 01,38,35.
Exhibit 12 - A true and correct copy of the property card for the property, tax parcel
7013-007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA, Property
Appraiser, Marion County, FL, January 31, 2015 showing exemption codes 01,38,35.
Exhibit 13 - A true and correct copy of the "FORECLOSURE CASES (HOMESTEAD
PROPERTY) PLAINTIFF/LENDER REQUIRED (2 pages), and states in large font:

FOR FORECLOSURE CASES

FILED ON OR AFTER

SEPTEMBER 15, 2009 :

THE FORM ENTITLED "FORECLOSURE CASES


(HOMESTEAD PROPERTY) PLAINTIFF/LENDER
REQUIRED INFORMATION SHEET" MUST BE
COMPLETED AND FILED WITH THE CLERK OF
THE COURT AT THE TIME OF FILING THE
INITIAL COMPLAINT AND MUST BE SERVED
UPON THE DEFENDANT/PROPERTY OWNER
PLEASE NOTE THAT MOTIONS FOR FINAL HEARING, SUMMARY
JUDGMENT OR FINAL JUDGMENT WILL NOT BE SET IF THE
PLAINTIFF HAS NOT COMPLIED WITH THIS REQUIREMENT.
*This form is available on our website at www.marioncountyclerk.org

AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD

THIS IS NOT A COMMERCIAL FORCLOSURE

Exhibit 14 - A true and correct copy of "FORM 1.997. INSTRUCTIONS FOR


ATTORNEYS COMPLETING CIVIL COVER SHEET", and states, inter alai, as follows:
"Plaintiff must file this cover sheet with first paperwork filed in the action or proceeding..."
II. Type of Case.
(Q) Real property/Mortgage foreclosure - all matters relating to the possession, title, or
boundaries of real property. All matters involving foreclosures or sales of real property,
including foreclosures associated with condominium associations or condominium units.

(R) Commercial foreclosure - all matters relating to the termination of a business owner's
interest in commercial property by a lender to gain title or force a sale to satisfy the
unpaid debt secured by the property. Check the category that includes the estimate of the
amount in controversy of the claim (section 28.241, Florida Statutes).
(S) Homestead residential foreclosure - all matters relating to the termination of a
residential property owner's interest by a lender to gain title or force a sale to satisfy the
unpaid debt secured by the property where the property has been granted a homestead
exemption. Check the category that includes the estimate of the amount in controversy of
the claim (section 28.241, Florida Statutes).
(T) Nonhomestead residential foreclosure - all matters relating to the termination of a
residential property owner's interest by a lender to gain title or force a sale to satisfy the
unpaid debt secured by the property where the property has not been granted a homestead
exemption. Check the category that includes the estimate of the amount in controversy of
the claim (section 28.241, Florida Statutes).

(AM) Trust litigation - all civil matters involving guardianships, estates, or trusts and not
appropriately filed in probate proceedings.

ATTORNEY OR PARTY SIGNATURE. Sign the civil cover sheet. Print legibly the
name of the person signing the civil cover sheet. Attorneys must include a Florida Bar
number. Insert the date the civil cover sheet is signed. Signature is a certification that the
filer has provided accurate information on the civil cover sheet.
Exhibit 15 - A true and correct copy of the Plaintiffs Form 1.997 Civil Cover Sheet filed
in this residential homestead foreclosure case no. 13-115-CAT. The Plaintiffs Form 1.997 is
signed by Danielle N. Parsons, Fla. Bar# 0029364. Plaintiffs Form 1.997 wrongly shows
"Commercial foreclosure 550,001 -$249,999" when this is a homestead residential foreclosure.

AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD


THIS IS NOT A COMMERCIAL FORCLOSURE

Exhibit 16 - A true and correct copy of Fla. R. Civ. Pro. 1.1 OO(c)(2).
(2) A civil cover sheet (form 1.997) shall be completed and filed with the clerk at the
time an initial complaint or petition is filed by the party initiating the action. If the cover
sheet is not filed, the clerk shall accept the complaint or petition for filing; but all
proceedings in the action shall be abated until a properly executed cover sheet is
completed and filed. The clerk shall complete the civil cover sheet for a party appearing
pro see
4.

This is my residential homestead property. Any mortgage foreclosure action against my

property is therefore a residential mortgage foreclosure, and not a comnlercial foreclosure.


5.

The Plaintiffs Form 1.997 Civil Cover Sheet is not "properly executed" as required by

Rule 1.1 OO(c)(2): " ...all proceedings in the action shall be abated until a properly executed cover
sheet is completed and filed."
Gregory C. Harrell, General Counsel to David R. Ellspermann, Marion County Clerk of

6.

Court & Comptroller, contends the Clerk has no ministerial duty under Rule 1.1 OO(c)(2) and the

Plaintiffs improperly executed and filed Form 1.997 Civil Cover Sheet in this case 13-115-CAT.
FURTHER AFFIANT SAYETH NOT,

The foregoing instrument was acknowledged before me, this 6th day of February, 2015,
by Neil J. Gillespie, who is personally known to me, or who has produced

as

identification and states that he is the person who made this affidavit and that its contents are
truthful to the best of his knowledge, information and belief.

(SEAL)

c~~

CECIJA_

Com...., EE 191610
ExpRs JlI18 6, 2016

NOTARY PUBLIC

..........,........-.aJt"

Print Name of Notary Public


My Commission Expires:

APPENDIX OF EXHIBITS - Page 1


February 7, 2015
AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE
Exhibit 1

A true and correct copy of the acknowledgment of the Marion County Florida
Property Appraiser dated November 17, 2009 that I filed an original application
for homestead, disability exemption on the property for the taxable year of 2010.

Exhibit 2

A true and correct copy of my Original Application for Ad Valorem Tax


Exemption November 17, 2009 by the Marion County Property Appraiser.

Exhibit 3

A true and correct copy of the current exemption codes used by the Property
Appraiser's Office

Exhibit 4

A true and correct copy of the 2009 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and widow (EXCD02) exemptions.

Exhibit 5

A true and correct copy of the 2010 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.

Exhibit 6

A true and correct copy of the 2011 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.

Exhibit 7

A true and correct copy of the 2012 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.

Exhibit 8

A true and correct copy of the 2013 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.

Exhibit 9

A true and correct copy of the 2014 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.

Exhibit 10

A true and correct copy of the 2015 notice of residential exemptions 01/38/35.

Exhibit 11

A true and correct copy of the property card for the property, tax parcel 7013007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA,
Property Appraiser, Marion County, FL, December 31, 2014 showing exemption
codes 01, 38, 35.

Exhibit 12

A true and correct copy of the property card for the property, tax parcel 7013007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA,
Property Appraiser, Marion County, FL, January 31, 2015 showing exemption
codes 01, 38, 35.

APPENDIX OF EXHIBITS - Page 2


February 7, 2015
AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE
Exhibit 13

A true and correct copy of the FORECLOSURE CASES (HOMESTEAD


PROPERTY) PLAINTIFF/LENDER REQUIRED Information Sheet (2 pages).

Exhibit 14

A true and correct copy of FORM 1.997. INSTRUCTIONS FOR ATTORNEYS


COMPLETING CIVIL COVER SHEET

Exhibit 15

A true and correct copy of the Plaintiffs Form 1.997 Civil Cover Sheet filed in
this residential homestead foreclosure case no. 13-115-CAT. The Plaintiffs Form
1.997 is signed by Danielle N. Parsons, Fla. Bar# 0029364. Plaintiffs Form 1.997
wrongly shows Commercial foreclosure 550,001 -$249,999 when this is a
homestead residential foreclosure.

Exhibit 16

A true and correct copy of Fla. R. Civ. Pro. 1.100(c)(2).

IN THE CIRCUIT COURT OF THE


FIFTH JUDICIAL CIRCUIT OF FLORIDA
IN AND FOR MARION COUNTY
CASE NO.: 2013-115-CAT
REVERSE MORTGAGE SOLUTIONS, INC.,
Plaintiff,
vs.
."

NEIL J. GILLESPIE AND MARK GILLESPIE


AS CO-TRUSTEES OF THE GILLESPIE
FAMILY LIVING TRUST AGREEMENT
DATED FEBRUARY 10, 1997, et aI.,

....

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Defendants.
- - - - - - - - - - - - - - -/

..

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NOTICE OF FILING NOTICE OF HOMESTEAD OF NEIL J. GILLESPIE


PLEASE TAKE NOTICE that Defendants, NEIL J. GILLESPIE, and NEIL J.
GILLESPIE CO-TRUSTEE OF THE GILLESPIE FAMILY LIVING TRUST AGREEMENT
DATED FEBRUARY 10, 1997, in the above action, have today filed a Notice of Homestead for
NEIL J. GILLESPIE and the subject property, a certified copy of which is attached hereto.
DATED February 7,2013.
CERTIFICATE OF SERVICE
I HEREBY CERTIFY that I have furnished a true and correct copy of the foregoing to
Danielle N. Parsons, Esq., McCalla Raymer LLC, 225 E. Robinson S1. Suite 660, Orlando, FL
32801, MRService@mccallaraymer.com; via email today February 7,2013, and to parties on the
attached Service List by email as provided. No other party was served.

NEIL J. GILLESPIE
8092 SW 115th Loop
Ocala, Florida 34481
Email: neilgillespie@mfi.net
Phone: 352-854-7807

...... _...._- -... -_...-.. --- ---

--- --- ---.-.

DAVID R EUSPERMANN CLERK OF COURT MARION COUNTY

DATE: 02107/2013 03:02:21 PM

FILE #: 2013013720 OR BK 05807 PG 1396

REC 10.00

NOTICE OF HOMESTEAD
To Whom It May Concern:
You are notified that the undersigned NEIL J. GILLESPIE claims as homestead exempt
from levy and execution under Section 4, Article X of the Florida State Constitution, the
following described property:
Lot(s) 1, Block G, OAK RUN WOODSIDE TRACT, according to the Plat

thereof as recorded in Plat Book 2 at Page(s) 106 through 112, inclusive of the

Public Records of Marion County, Florida.

Property address: 8092 SW 115th Loop, Ocala, FL 3448


The undersigned certifies, under oath, that he or she has applied for and received the homestead
tax exemption as to the above-described property, that 7013-007-001 is the tax identification
parcel nunlber of this property, and that the undersigned has resided on this property
continuously and uninterruptedly from February 9, 2005 to the date of this Notice of Homestead.

STATE OF FLORlDA
COUNTY OF MARION
The foregoing instrument was acknowledged before me this 7th day of February, 2013 by
NEIL J. GILLESPIE, who is personally known to me.

t:b: ~

Notary Public

.4'ft::.".. CECIUA ROSENBERGER

'S"J l-~ ConmissIon # EE 191610

W.. ,.

.; Expires JLN 6. 2016

8Dn11d11lV_~--"""'"

Book5807/Page1396

CFN#2013013720

Page 1 of 1

SERVICE LIST

Danielle N. Parsons
McCalla Raymer, LLC
225 E. Robinson S1. Suite 660
Orlando, FL 32801
MRService@mccallaraymer.com
Oak Run Homeowners Association, Inc.
Robert A. Stermer, Esq., Registered Agent
7480 SW Highway 200
Ocala, FL 34476
Primary Email: svl@atlantic.net
Secondary Email: stermer.law@aol.com
United States of America, on behalf of the
Secretary of Housing and Urban Development
400 N. Tampa S1., Suite 3200
Tampa, FL 33602
usafls.2410@usdoj.gov
Tiffany Caparas, Esq.
111 N. Magnolia Ave., Suite 1600
Orlando, FL 32801
Primary Email: TCaparas@kelattoneys.com
Secondary Email: KELinbox@kelattomeys.com
Mark Gillespie
7504 Summer Meadows Drive
F1. Worth, TX 76123
Email: mark.gillespie@att.net

Certificate of Service
February 7, 2015
I certify that the foregoing documents, captioned below,
AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE; and
NOTICE OF FILING NOTICE OF HOMESTEAD OF NEIL J. GILLESPIE, initially
filed in this HECM foreclosure case on February 7, 2013 - two years ago today - and now
incorporated today with my Affidavit of Residential Homestead,
were furnished February 7, 2015 through the Florida Courts E-Filing Portal to the names shown
below on this Certificate of Service. In addition, the Portals Notice of Service of Court
Documents shows additional E-service recipients selected for service.
Mr. Curtis Wilson, Esq.
McCalla Raymer, LLC
225 E. Robinson Street, Ste. 660
Orlando, FL 32801
Email: MRService@mccallaraymer.com

Oak Run Homeowners Association,


Inc., (ORHA)
c/o ORHA Board of Directors
11665 SW 72ND CIRCLE
OCALA, FL 34476
Email: orhaboard@yahoo.com

Ms. Colleen Murphy Davis, AUSA


400 N. Tampa Street, Suite 3200
Tampa, FL 33602
Email: USAFLM.State.Foreclosures@usdoj.gov
Michalene.YRowells@hud.gov
USAFLM.HUD.Disclaimers@usdoj.gov
Development & Construction Corporation of America,
c/o Carol Olson, Vice President of Administration,
and Secretary-Treasurer, for RA Priya Ghumman
10983 SW 89 Avenue
Ocala, FL 34481
Email: colson@deccahomes.com

Neil J. Gillespie and Mark Gillespie as Co-Trustees of the Gillespie Family Living Trust
Agreement dated February 10, 1997
8092 SW 115th Loop
Ocala, FL 34481
Email: neilgillespie@mfi.net
Email: mark.gillespie@att.net
Neil J. Gillespie
8092 SW 115th Loop
Ocala, FL 34481
Email: neilgillespie@mfi.net

Mark Gillespie
7504 Summer Meadows Drive
Ft. Worth, TX 76123
Email: mark.gillespie@att.net

Unknown spouse of Mark Gillespie n/k/a Joetta Gillespie


7504 Summer Meadows Drive
Ft. Worth, TX 76123
Email: mark.gillespie@att.net

AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD


THIS IS NOT A COMMERCIAL FORCLOSURE,

Unknown Settlors/Beneficiaries of The Gillespie Family Living Trust Agreement dated


February 10, 1997
8092 SW 115th Loop
Ocala, FL 34481
Email: neilgillespie@mfi.net
Elizabeth Bauerle n/k/a Elizabeth Bidwood
7504 Summer Meadow Drive
Ft. Worth, TX 76123
Email: mark.gillespie@att.net

Unknown spouse of Elizabeth Bauerle


6356 SW 106th Place
Ocala, FL 34476
Email: mark.gillespie@att.net

RESPECTFULLY SUBMITTED February 7, 2015.

NEIL J. GILLESPIE, individually, and as former Trustee (F.S. Ch. 736 Part III) of the
Terminated Gillespie Family Living Trust Agreement dated February 10, 1997.
8092 SW 115th Loop
Ocala, Florida 34481
Phone: 352-854-7807
Email: neilgillespie@mfi.net

APPENDIX OF EXHIBITS - Page 1


February 7, 2015
AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE
Exhibit 1

A true and correct copy of the acknowledgment of the Marion County Florida
Property Appraiser dated November 17, 2009 that I filed an original application
for homestead, disability exemption on the property for the taxable year of 2010.

Exhibit 2

A true and correct copy of my Original Application for Ad Valorem Tax


Exemption November 17, 2009 by the Marion County Property Appraiser.

Exhibit 3

A true and correct copy of the current exemption codes used by the Property
Appraiser's Office

Exhibit 4

A true and correct copy of the 2009 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and widow (EXCD02) exemptions.

Exhibit 5

A true and correct copy of the 2010 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.

Exhibit 6

A true and correct copy of the 2011 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.

Exhibit 7

A true and correct copy of the 2012 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.

Exhibit 8

A true and correct copy of the 2013 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.

Exhibit 9

A true and correct copy of the 2014 property tax bill, account R7013-007-001
residential homestead (EXCD01, EXCD38) and disability (EXCD35) exemptions.

Exhibit 10

A true and correct copy of the 2015 notice of residential exemptions 01/38/35.

Exhibit 11

A true and correct copy of the property card for the property, tax parcel 7013007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA,
Property Appraiser, Marion County, FL, December 31, 2014 showing exemption
codes 01, 38, 35.

Exhibit 12

A true and correct copy of the property card for the property, tax parcel 7013007-001, Certified: A True Copy by a Deputy for VILLIE M. SMITH, CFA ASA,
Property Appraiser, Marion County, FL, January 31, 2015 showing exemption
codes 01, 38, 35.

APPENDIX OF EXHIBITS - Page 2


February 7, 2015
AFFIDAVIT OF NEIL J. GILLESPIE OF RESIDENTIAL HOMESTEAD
THIS IS NOT A COMMERCIAL FORCLOSURE
Exhibit 13

A true and correct copy of the FORECLOSURE CASES (HOMESTEAD


PROPERTY) PLAINTIFF/LENDER REQUIRED Information Sheet (2 pages).

Exhibit 14

A true and correct copy of FORM 1.997. INSTRUCTIONS FOR ATTORNEYS


COMPLETING CIVIL COVER SHEET

Exhibit 15

A true and correct copy of the Plaintiffs Form 1.997 Civil Cover Sheet filed in
this residential homestead foreclosure case no. 13-115-CAT. The Plaintiffs Form
1.997 is signed by Danielle N. Parsons, Fla. Bar# 0029364. Plaintiffs Form 1.997
wrongly shows Commercial foreclosure 550,001 -$249,999 when this is a
homestead residential foreclosure.

Exhibit 16

A true and correct copy of Fla. R. Civ. Pro. 1.100(c)(2).

VILLIE M. SMITH, CFA, ASA

PROPERTY APPRAISER

MARION COUNTY, FLORIDA

CfJ=--~

Date ---L..../L....-I+---JJ1L.....--

It. (3

RE:

- C~,,-] (X~) 1

.&..---1_ _

Parcel Number, Description or OR Book and Page

This is to acknowledge that I/we have filed an original application for h(J2ioead -/-"
exemption on the property as described above for the taxable year of -)

/iL',/, h/
/

This exemption will be entered on records of the Property Appraiser and an exemption
receipt will be mailed to me in January of the applicable year to the address which I
have given today.
At that time, it is my duty to notify immediately the Property Appraiser jf any change has
occurred that makes me ineligible for the exemption on the property.

FAILURE TO DO SO MAY RESULT IN BACK TAXES AND/OR A PENALTV.

I AM FULLY AWARE THAT THIS APPLICATION DOES NOT APPLY TO THE

clX(/ TAX YEAR.

('

Property Owner/Applicant Signature

1
501 S.E. 25th AVENUE P.O. BOX 486 OCALA, FL 34478-0486 (352) 368-8300 FAX (352) 368-8336

ODR501
R. 12/02

Florida Department of Revenue


IOriginal Application for Ad Valorem Tax Exemptionl
Marion County, Florida
New~ Change_Additional_
Applicant/Co-applicant Name and Address:
GILLESPIE FAMILY TRUST

P & N J & M GILLESPIE TRUSTEES

8092 SW 115TH LOOP


OCALA FL 344813567
Situs: 008092 SW 115TH LOOP
Description:

Tax Year 2010

Property Identification Number 7013-007-001


Permanent Florida residency required
as of January 1

,,-co'\1

Jt'P

8192"0 2
1
~

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."\ 0
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~

$25,000 Homestead exemption *(see additional infonnation)

181

$500 Widow"s exemption

$500 Widower's exemption

~ f\ $500 Disability exemption

t8J

' ~'$500 Blind persons exemption

~ l!>5000 Disabled Veteran


t Irotal and pennanent disability exemptions -- Quadriplegics
fj(Documentation required)
OAK RUN WOODSIDE TRACT
~
Vo~~t~
.~ Service connected total and pennanent disability exemption
BLKGLOT 1
~'\
~7 (Documentation required)
.98...
~
Exemption for disabled veterans confined to wheelchairs
Applicant Social Security No: 160-52-51170
Z, -'
(Documentation required)
Total
and pennanent disability exemption
CO-Applicant Social Security No:
(Documentation required)
Other Owner Social Security No:
* If you wish to apply for an additional homestead exemption
Note: Disclosure ofyour social security number is mandatory. It is required by
enacted by local ordinance for persons age 65 and older you must
!Section 196.011 (1), Florida Statutes. The social security number will be used to verify
file fonn DR-501SC. However, you must either receive, or apply
~payer identity infonnation, homestead exemption infonnation submitted to property
for, the regular homestead to get the 65 and older additional
!appraisers, intangible tax infonnation submitted to the Department of Revenue.
homestead exemption. If you have already received regular
Marital Status:
~ Single
0 Married
homestead exemption, you do not need to file another fonn DR-50 I.
o Widow
0 Divorced
0 Widower
Ownership information
SEC 36 TWP 16 RGE 20

I~o

PLAT BOOK 002 PAGE 106

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~. .\\~{\'.)~ ~~~\7>""

<-

Did you file tax exemptions last year?


Last year's address:

0 Yes

~No

Percent of ownership _ _
Recorded: Book
Date recorded / / 0

Proof of residence for

Owner

Give address of each owner not


residing on property

NEIL JOSEPH

Spouse

o
o
o
o
o

Type of deed
Page
Date of deed 00/0

Other owner

ONPROPERTY

Date you last became a pennanent


resident of Florida

00/00/1996

Date of occupancy

00/00/2005

Florida vehicle tag number

'I

."r

LIVED HERE SINCE 05

Florida driver license number

.4

G421-630-56-099-0 10/09/2009
X425LT

Florida voter registration number


(ifV.S. citizen)

MC

Immigration number
(Alien card - if not a V.S. citizen)

CITZ

Declaration of domicile
Date of birth
Current employer
Address listed on your last IRS return

03/19/1956
DISABLED
SAME

I hereby authorize this agency to obtain information necessary to detennine my eligibility for the exemption(s) applied for. NOTE: If all information is not
received by March 1st, your application will be processed for whatever exemptions you qualify for at that date. I hereby make application for the
exemptions indicated and affinn that I do qualify for same under Florida Statutes. I am a pennanent resident of the State of Florida and I own and occupy the
property described above. I understand that section 196.131 (2) Florida Statutes, provides that any person who knowingly and willfully gives false information
for the purpose of claiming homestead exemption is guilty of a misdemeanor of the first degree, punishable by a tenn of imprisonment not exceeding 1 year
or a fme not exceding $5,000 or both.
Further, under penalties of perjury, I declare that I have read the foregoing application and the facts in it are true.

Signature of Co-Applicant
H-352-854-7807 W-NA
Phone number

~~
eputy

Signature 0
DANIELLE BRADLEY
Entered by

This application must be filed with the property appraiser on or before March 1st
The information contained in this application will be provided to the Department of Revenue and the Depart
ment and/or the property appraisers are authorized to provide this information to any state in which the
applicant has previously resided, pursuant to 196.121, Florida Statutes. Social Security Numbers will
remain confidential pursuant to sections 193.114(6) and 193.074, Florida Statutes.

Notice: A tax lien can be Imposed on your property pursuant to 196.161, Florida Statutes.
Section 196.161 (1) provides:
(1) (a) "When the estate of any person is being probated or administered in
another state under an allegation that such person was a resident of that state and the
estate of such person contains real property situate in this state upon which
homestead exemption has been allowed pursuant to s. 196.031 for any year or years
then within 3 years
within 10 years immediately prior to the deathof the dec~ased,
_.. ',,...
after the death of such person the property appraiser of the county where the real
property is located shall, upon knowledge of such fact, record a notice of tax lien
against the property among the public records of that county, and the property shall be
subject to the payment of all taxes exempt thereunder, a penalty of 50 percent of the
unpaid taxes for each year, plus 15 percent interest per year, unless the circuit court
having jurisdiction over the ancillary administration in this state, determines that the
decedent was a permanent resident of this state during the year or years an
exemption was allowed, whereupon the lien shall not be filed or, if filed, shall be
canceled of record by the property appraiser of the county where the real estate is
located. (b) In addition, upon determination by the property appraiser that for any
year or years within the prior 10 years a person who was not entitled to a homestead
exemption was granted a homestead exemption from ad valorem taxes, it shall be the
duty of the property appraiser making such determination to serve upon the owner a
notice of intent to record in the public records of the county a notice of tax lien against
any property owned by that person in the county, and such property shall be identified
in the notice of tax lien. Such property which is situated in this state shall be subject to
the taxes exempted thereby, plus a penalty of 50 percent of the unpaid taxes for each
year and 15 percent interest per annum. However, if a homestead exemption is
improperly granted as a result of a clerical mistake or omission by the property
appraiser, the person improperly receiving the exemption shall not be assessed
penalty and interest. Before any such lien may be filed, the owner so notified must be
given 30 days to pay the taxes, penalties, and interest.

http://216.255.243.131/EXCDHELP.html

EXEMPTION CODES
These are the current exemption codes used by the Property Appraiser's Office.
CODE
01
02
03
04
05
09
10
11
12
13
14
15
16
17
18
19
20
23
24
25
26
31
35
36
37
38
40
50
51
65
66
67

TYPE OF EXEMPTION
HOMESTEAD
WIDOW
DISABILITY - 5000 DISABILITY VET
DISABILITY - PARAPLEGIC TOTAL
PARTIAL EXEMPTION
WIDOWER
RELIGIOUS
SCHOOL
NON PROFIT
CEMETERY
COUNTY
MUNICIPALITY
STATE
FEDERAL
IMMUNE
MURPHY LANDS (foreclosed by State of Florida)
INTERNAL IMPROVEMENT FUND
HOSPITAL
VETERAN-TOTAL
COUNTY-LANDS AVAILABLE
CIVILIAN-TOTAL
TANGIBLE
DISABILITY - CIVILIAN
DISABILITY - BLIND
MULTIPLE HOMESTEAD
ADDITIONAL 25,000 (DOES NOT APPLY TO SCHOOL LEVY)
AFFORDABLE HOUSING
CONSERVATION - FULL
CONSERVATION - 50%
SENIOR EXEMPTION
COMBAT VETERANS
GRANNY FLATS

These are the current classification codes used by the Property Appraiser's Office.
CODE
07
08
N8
21

TYPE OF CLASSIFICATION
LIFE ESTATE
AGRICULTURAL
*NEW AGRICULTURAL
CONDOMINIUM/ASSOCIATION DECLARATION

You have reached the bottom of the Exemption Codes page.

https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2009&Acctbtyear=

George Albright
REAL ESTATE

Marion County

Ad Valorem Taxes
ACCOUNT NUMBER: R7013-007-001
2009
TAX DISTRICT: 9002
ASSESSED VALUE:
68,653
EXEMPTIONS: * SEE BELOW *
TAXABLE VALUE:
TAXING AUTHORITY
MILLAGE
ASSESSED
EXEMPTIONS
TAXABLE
COUNTY
GENERAL COUNTY
3.1300
68,653
44,153
24,500
FINE & FORFEITURE
.5600
68,653
44,153
24,500
PARKS
.0900
68,653
44,153
24,500
COUNTY HEALTH
.1200
68,653
44,153
24,500
SCHOOL
SCHOOL R.L.E.
5.2300
68,653
25,500
43,153
SCHOOL DISCRETIONARY
.7480
68,653
25,500
43,153
SCHOOL CAPITAL IMPR
1.5000
68,653
25,500
43,153
WATER
WITHLACOOCHEE RIVER BASIN
.2308
68,653
44,153
24,500
SWF WATER MANAGEMENT DIST
.3866
68,653
44,153
24,500
CNTYMSTU
MSTU LAW ENFORCEMENT
2.3300
68,653
44,153
24,500
MSTU EMER MED SERVICE
.8300
68,653
44,153
24,500
EXEMPTION:EXCD01
25,000 EXCD38
18,653
EXCD02
500
15.15540
Non-Ad Valorem Assessments
LEVYING AUTHORITY
PURPOSE
RATES/BASIS
X520
COUNTY WIDE FIRE
RESIDENTIAL
PER ASMT UNIT
X550
COUNTY WIDE WASTE
RESIDENTIAL
PER ASMT UNIT
X560
COUNTY WIDE CLEAN WATER
PER ASMT UNIT
NON AD VALOREM ASSESSMENTS:
COMBINED TAXES & ASSESSMENTS TOTAL:
R7013-007-001
2009
GILLESPIE FAMILY TRUST
P & N J & M GILLESPIE TRUSTEES
8092 SW 115TH LOOP
*** PAID *** PAID *** PAID ***
OCALA,FL 34481-3567
11/12/09 PERIOD 01
NOV 30, 2009 DEC 31, 2009 JAN 31, 2010 FEB 28, 2010 MAR 31, 2010 PastDue Apr 1
743.40
751.14
758.88
766.63
774.37
797.60
George Albright
Marion County
REAL ESTATE

24,500
TAXES
76.69
13.72
2.21
2.94
225.69
32.28
64.73
5.65
9.47
57.09
20.34

510.81
AMOUNT
165.99
87.00
10.57
263.56
774.37

NOV 30, 2009 DEC 31, 2009 JAN 31, 2010 FEB 28, 2010 MAR 31, 2010 PastDue Apr 1
743.40
751.14
758.88
766.63
774.37
797.60
EX-TYPE ESCROW MILLAGE
TAXES LEVIED
REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTIONS
TAXES
510.81 George Albright
MARKET VALU
103,697 SP. ASMT
263.56 503 SE 25TH AVENUE
ASSESSMENT
68,653
Ocala Fl 34471
TAXABLE
24,500
EXCD01
25,000
36 16 20
EXCD02
500
SEC 36 TWP 16 RGE 20 PLAT BOOK 2
EXCD38
18,653
PAGE 106 OAK RUN WOODSIDE TRACT
BLK G LOT 1
R7013-007-001
2009
GILLESPIE FAMILY TRUST
*** PAID *** PAID *** PAID ***
P & N J & M GILLESPIE TRUSTEES
11/12/09 PERIOD 01
8092 SW 115TH LOOP
998-2009-2013786.0001
OCALA,FL 34481-3567
$743.40 CK

https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2010&Acctbtyear=

George Albright
REAL ESTATE

Marion County

Ad Valorem Taxes
ACCOUNT NUMBER: R7013-007-001
2010
TAX DISTRICT: 9002
ASSESSED VALUE:
91,057
EXEMPTIONS: * SEE BELOW *
TAXABLE VALUE:
TAXING AUTHORITY
MILLAGE
ASSESSED
EXEMPTIONS
TAXABLE
COUNTY
GENERAL COUNTY
3.1900
91,057
50,500
40,557
FINE & FORFEITURE
.5300
91,057
50,500
40,557
PARKS
.0500
91,057
50,500
40,557
COUNTY HEALTH
.1200
91,057
50,500
40,557
SCHOOL
SCHOOL R.L.E.
5.2390
91,057
25,500
65,557
SCHOOL DISCRETIONARY
.7480
91,057
25,500
65,557
SCHOOL CAPITAL IMPR
1.5000
91,057
25,500
65,557
WATER
WITHLACOOCHEE RIVER BASIN
.2308
91,057
50,500
40,557
SWF WATER MANAGEMENT DIST
.3770
91,057
50,500
40,557
CNTYMSTU
MSTU LAW ENFORCEMENT
2.8100
91,057
50,500
40,557
MSTU EMER MED SERVICE
.8300
91,057
50,500
40,557
EXEMPTION:EXCD01
25,000 EXCD35
500
EXCD38
25,000
15.62480
Non-Ad Valorem Assessments
LEVYING AUTHORITY
PURPOSE
RATES/BASIS
X520
COUNTY WIDE FIRE
RESIDENTIAL
PER ASMT UNIT
X550
COUNTY WIDE WASTE
RESIDENTIAL
PER ASMT UNIT
X560
COUNTY WIDE CLEAN WATER
PER ASMT UNIT
NON AD VALOREM ASSESSMENTS:
COMBINED TAXES & ASSESSMENTS TOTAL:
R7013-007-001
2010
GILLESPIE FAMILY TRUST
GILLESPIE NEIL J TR
8092 SW 115TH LOOP
*** PAID *** PAID *** PAID ***
OCALA,FL 34481-3567
03/29/11 PERIOD 05
MAR 31, 2011 APR 30, 2011 MAY 31, 2011 CERTIFIED
FUNDS
PAST DUE ON
1,084.45
1,116.98
1,116.98
AFTER
APRIL 30 2011 APR 1, 2011
George Albright
Marion County
REAL ESTATE

40,557
TAXES
129.38
21.50
2.03
4.87
343.45
49.04
98.34
9.36
15.29
113.97
33.66

820.89
AMOUNT
165.99
87.00
10.57
263.56
1,084.45

MAR 31, 2011 APR 30, 2011 MAY 31, 2011 CERTIFIED
FUNDS
PAST DUE ON
1,084.45
1,116.98
1,116.98
AFTER
APRIL 30 2011 APR 1, 2011
EX-TYPE ESCROW MILLAGE
TAXES LEVIED
REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTIONS
TAXES
820.89 George Albright
ASSESSMENT
91,057 SP. ASMT
263.56 503 SE 25TH AVENUE
TAXABLE
40,557
Ocala Fl 34471
EXCD01
25,000
EXCD38
25,000
36 16 20
EXCD35
500
SEC 36 TWP 16 RGE 20 PLAT BOOK
002 PAGE 106 OAK RUN WOODSIDE
TRACT BLK G LOT 1
R7013-007-001
2010
GILLESPIE FAMILY TRUST
*** PAID *** PAID *** PAID ***
GILLESPIE NEIL J TR
03/29/11 PERIOD 05
8092 SW 115TH LOOP
995-2010-0031942.0001
OCALA,FL 34481-3567
$1,084.45 CH

https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2011&Acctbtyear=

George Albright
REAL ESTATE REMINDER

Marion County

Ad Valorem Taxes
ACCOUNT NUMBER: R7013-007-001
2011
TAX DISTRICT: 9002
ASSESSED VALUE:
85,564
EXEMPTIONS: * SEE BELOW *
TAXABLE VALUE:
TAXING AUTHORITY
MILLAGE
ASSESSED
EXEMPTIONS
TAXABLE
COUNTY
GENERAL COUNTY
3.1900
85,564
50,500
35,064
FINE & FORFEITURE
.5300
85,564
50,500
35,064
PARKS
.0500
85,564
50,500
35,064
COUNTY HEALTH
.1200
85,564
50,500
35,064
SCHOOL
SCHOOL R.L.E.
5.4600
85,564
25,500
60,064
SCHOOL DISCRETIONARY
.7480
85,564
25,500
60,064
SCHOOL CAPITAL IMPR
1.5000
85,564
25,500
60,064
WATER
SWF WATER MANAGEMENT DIST
.3928
85,564
50,500
35,064
CNTYMSTU
MSTU LAW ENFORCEMENT
2.8100
85,564
50,500
35,064
MSTU EMER MED SERVICE
.7700
85,564
50,500
35,064
EXEMPTION:EXCD01
25,000 EXCD35
500
EXCD38
25,000
15.57080
Non-Ad Valorem Assessments
LEVYING AUTHORITY
PURPOSE
RATES/BASIS
X520
COUNTY WIDE FIRE
RESIDENTIAL
PER ASMT UNIT
X550
COUNTY WIDE WASTE
RESIDENTIAL
PER ASMT UNIT
X560
COUNTY WIDE CLEAN WATER
PER ASMT UNIT
NON AD VALOREM ASSESSMENTS:
COMBINED TAXES & ASSESSMENTS TOTAL:
R7013-007-001
2011
GILLESPIE FAMILY TRUST
GILLESPIE NEIL J TR
8092 SW 115TH LOOP
*** PAID *** PAID *** PAID ***
OCALA,FL 34481-3567
04/03/12 PERIOD 06
APR 30 2012
MAY 31 2012
ONLY
CERTIFIED
FUNDS
PAST DUE ON
1,032.30
1,032.30
ACCEPTED AFTER
APRIL 30 2012 APR 1 2012
George Albright
Marion County
REAL ESTATE REMINDER

35,064
TAXES
111.85
18.58
1.75
4.21
327.95
44.93
90.10
13.77
98.53
27.00

738.67
AMOUNT
165.99
87.00
10.57
263.56
1,002.23

APR 30 2012
MAY 31 2012
ONLY
CERTIFIED
FUNDS
PAST DUE ON
1,032.30
1,032.30
ACCEPTED AFTER
APRIL 30 2012 APR 1 2012
EX-TYPE ESCROW MILLAGE
TAXES LEVIED
REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTIONS
TAXES
738.67 George Albright
ASSESSMENT
85,564 SP. ASMT
263.56 503 SE 25TH AVENUE
TAXABLE
35,064 INT.
3.0
30.07 Ocala Fl 34471
EXCD01
25,000
EXCD38
25,000
36 16 20
EXCD35
500
SEC 36 TWP 16 RGE 20 PLAT BOOK
002 PAGE 106 OAK RUN WOODSIDE
TRACT BLK G LOT 1
R7013-007-001
2011
GILLESPIE FAMILY TRUST
*** PAID *** PAID *** PAID ***
GILLESPIE NEIL J TR
04/03/12 PERIOD 06
8092 SW 115TH LOOP
995-2011-0046183.0001
OCALA,FL 34481-3567
$1,032.30 CC

https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2012&Acctbtyear=

George Albright
REAL ESTATE

Marion County

Ad Valorem Taxes
ACCOUNT NUMBER: R7013-007-001
2012
TAX DISTRICT: 9002
ASSESSED VALUE:
78,675
EXEMPTIONS: * SEE BELOW *
TAXABLE VALUE:
TAXING AUTHORITY
MILLAGE
ASSESSED
EXEMPTIONS
TAXABLE
COUNTY
GENERAL COUNTY
3.1900
78,675
50,500
28,175
FINE & FORFEITURE
.5300
78,675
50,500
28,175
PARKS
.0500
78,675
50,500
28,175
COUNTY HEALTH
.1200
78,675
50,500
28,175
SCHOOL
SCHOOL R.L.E.
5.4230
78,675
25,500
53,175
SCHOOL DISCRETIONARY
.7480
78,675
25,500
53,175
SCHOOL CAPITAL IMPR
1.5000
78,675
25,500
53,175
WATER
SWF WATER MANAGEMENT DIST
.3928
78,675
50,500
28,175
CNTYMSTU
MSTU LAW ENFORCEMENT
2.8100
78,675
50,500
28,175
MSTU EMER MED SERVICE
.7700
78,675
50,500
28,175
EXEMPTION:EXCD01
25,000 EXCD35
500
EXCD38
25,000
15.53380
Non-Ad Valorem Assessments
LEVYING AUTHORITY
PURPOSE
RATES/BASIS
X520
COUNTY WIDE FIRE
RESIDENTIAL
PER ASMT UNIT
X550
COUNTY WIDE WASTE
RESIDENTIAL
PER ASMT UNIT
X560
COUNTY WIDE CLEAN WATER
PER ASMT UNIT
NON AD VALOREM ASSESSMENTS:
COMBINED TAXES & ASSESSMENTS TOTAL:
R7013-007-001
2012
GILLESPIE FAMILY TRUST
GILLESPIE NEIL J TR
8092 SW 115TH LOOP
*** PAID *** PAID *** PAID ***
OCALA,FL 34481-3567
03/28/13 PERIOD 05
MAR 31 2013
APR 30 2013
MAY 31 2013
CERTIFIED
FUNDS
PAST DUE ON
892.99
919.78
919.78
AFTER
APRIL 30 2013 APRIL 1 2013
George Albright
Marion County
REAL ESTATE

28,175
TAXES
89.88
14.93
1.41
3.38
288.37
39.77
79.76
11.07
79.17
21.69

629.43
AMOUNT
165.99
87.00
10.57
263.56
892.99

MAR 31 2013
APR 30 2013
MAY 31 2013
CERTIFIED
FUNDS
PAST DUE ON
892.99
919.78
919.78
AFTER
APRIL 30 2013 APRIL 1 2013
EX-TYPE ESCROW MILLAGE
TAXES LEVIED
REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTIONS
TAXES
629.43 George Albright
ASSESSMENT
78,675 SP. ASMT
263.56 503 SE 25TH AVENUE
TAXABLE
28,175
Ocala Fl 34471
EXCD01
25,000
EXCD38
25,000
36 16 20
EXCD35
500
SEC 36 TWP 16 RGE 20 PLAT BOOK
002 PAGE 106 OAK RUN WOODSIDE
TRACT BLK G LOT 1
R7013-007-001
2012
GILLESPIE FAMILY TRUST
*** PAID *** PAID *** PAID ***
GILLESPIE NEIL J TR
03/28/13 PERIOD 05
8092 SW 115TH LOOP
995-2012-0064088.0001
OCALA,FL 34481-3567
$892.99 CH

https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2013&Acctbtyear=

George Albright
REAL ESTATE

Marion County

Ad Valorem Taxes
ACCOUNT NUMBER: R7013-007-001
2013
TAX DISTRICT: 9002
ASSESSED VALUE:
74,730
EXEMPTIONS: * SEE BELOW *
TAXABLE VALUE:
TAXING AUTHORITY
MILLAGE
ASSESSED
EXEMPTIONS
TAXABLE
COUNTY
GENERAL COUNTY
3.1900
74,730
50,230
24,500
FINE & FORFEITURE
.5300
74,730
50,230
24,500
PARKS
.0600
74,730
50,230
24,500
COUNTY HEALTH
.1200
74,730
50,230
24,500
SCHOOL
SCHOOL R.L.E.
5.0910
74,730
25,500
49,230
SCHOOL DISCRETIONARY
.7480
74,730
25,500
49,230
SCHOOL CAPITAL IMPR
1.5000
74,730
25,500
49,230
WATER
SWF WATER MANAGEMENT DIST
.3818
74,730
50,230
24,500
CNTYMSTU
MSTU LAW ENFORCEMENT
3.2100
74,730
50,230
24,500
MSTU EMER MED SERVICE
.7700
74,730
50,230
24,500
EXEMPTION:EXCD01
25,000 EXCD35
500
EXCD38
24,730
15.60080
Non-Ad Valorem Assessments
LEVYING AUTHORITY
PURPOSE
RATES/BASIS
X520
COUNTY WIDE FIRE
RESIDENTIAL
PER ASMT UNIT
X550
COUNTY WIDE WASTE
RESIDENTIAL
PER ASMT UNIT
X560
COUNTY WIDE CLEANWATER
PER ASMT UNIT
NON AD VALOREM ASSESSMENTS:
COMBINED TAXES & ASSESSMENTS TOTAL:
R7013-007-001
2013
GILLESPIE FAMILY TRUST
GILLESPIE NEIL J TR
8092 SW 115TH LOOP
*** PAID *** PAID *** PAID ***
OCALA,FL 34481-3567
01/17/14 PERIOD 03
JAN 31 2014
FEB 28 2014
MAR 31 2014
APR 30 2014
PAST DUE ON
810.74
819.02
827.29
852.11
APRIL 1 2014
George Albright
Marion County
REAL ESTATE

24,500
TAXES
78.16
12.99
1.47
2.94
250.63
36.82
73.85
9.35
78.65
18.87

563.73
AMOUNT
165.99
87.00
10.57
263.56
827.29

JAN 31 2014
FEB 28 2014
MAR 31 2014
APR 30 2014
PAST DUE ON
810.74
819.02
827.29
852.11
APRIL 1 2014
EX-TYPE ESCROW MILLAGE
TAXES LEVIED
REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTIONS
TAXES
563.73 George Albright
ASSESSMENT
74,730 SP. ASMT
263.56 503 SE 25TH AVENUE
TAXABLE
24,500
Ocala Fl 34471
EXCD01
25,000
EXCD38
24,730
36 16 20
EXCD35
500
SEC 36 TWP 16 RGE 20 PLAT BOOK
002 PAGE 106 OAK RUN WOODSIDE
TRACT BLK G LOT 1
R7013-007-001
2013
GILLESPIE FAMILY TRUST
*** PAID *** PAID *** PAID ***
GILLESPIE NEIL J TR
01/17/14 PERIOD 03
8092 SW 115TH LOOP
995-2013-0079283.0001
OCALA,FL 34481-3567
$810.74 CH

https://www.mariontax.com/itm/PropertyAcctBill.aspx?Acctno=+++++++++++++++R7013-007-001&Acctyear=2014&Acctbtyear=

George Albright
REAL ESTATE

Marion County

Ad Valorem Taxes
ACCOUNT NUMBER: R7013-007-001
2014
TAX DISTRICT: 9002
ASSESSED VALUE:
75,851
EXEMPTIONS: * SEE BELOW *
TAXABLE VALUE:
TAXING AUTHORITY
MILLAGE
ASSESSED
EXEMPTIONS
TAXABLE
COUNTY
GENERAL COUNTY
3.1900
75,851
50,500
25,351
FINE & FORFEITURE
.5300
75,851
50,500
25,351
PARKS
.0600
75,851
50,500
25,351
COUNTY HEALTH
.1200
75,851
50,500
25,351
SCHOOL
SCHOOL R.L.E.
5.0500
75,851
25,500
50,351
SCHOOL DISCRETIONARY
.7480
75,851
25,500
50,351
SCHOOL CAPITAL IMPR
1.5000
75,851
25,500
50,351
WATER
SWF WATER MANAGEMENT DIST
.3658
75,851
50,500
25,351
CNTYMSTU
MSTU LAW ENFORCEMENT
3.4700
75,851
50,500
25,351
MSTU EMER MED SERVICE
.7700
75,851
50,500
25,351
EXEMPTION:EXCD01
25,000 EXCD35
500
EXCD38
25,000
15.80380
Non-Ad Valorem Assessments
LEVYING AUTHORITY
PURPOSE
RATES/BASIS
X520
COUNTY WIDE FIRE
RESIDENTIAL
PER ASMT UNIT
X550
COUNTY WIDE WASTE
RESIDENTIAL
PER ASMT UNIT
X560
COUNTY WIDE STORMWATER
PER ASMT UNIT
NON AD VALOREM ASSESSMENTS:
COMBINED TAXES & ASSESSMENTS TOTAL:
R7013-007-001
2014
GILLESPIE FAMILY TRUST
GILLESPIE NEIL J TR
8092 SW 115TH LOOP
*** PAID *** PAID *** PAID ***
OCALA,FL 34481-3567
11/24/14 PERIOD 01
NOV 30 2014
DEC 31 2014
JAN 31 2015
FEB 28 2015
MAR 31 2015
PastDue Apr 1
812.78
821.25
829.72
838.18
846.65
872.05
George Albright
Marion County
REAL ESTATE

25,351
TAXES
80.87
13.44
1.52
3.04
254.27
37.66
75.53
9.27
87.97
19.52

583.09
AMOUNT
165.99
87.00
10.57
263.56
846.65

NOV 30 2014
DEC 31 2014
JAN 31 2015
FEB 28 2015
MAR 31 2015
PastDue Apr 1
812.78
821.25
829.72
838.18
846.65
872.05
EX-TYPE ESCROW MILLAGE
TAXES LEVIED
REMIT PAYMENT IN U.S. FUNDS TO:
9002
VALUES AND EXEMPTIONS
TAXES
583.09 George Albright
MARKET VALU
78,839 SP. ASMT
263.56 503 SE 25TH AVENUE
ASSESSMENT
75,851
Ocala Fl 34471
TAXABLE
25,351
EXCD01
25,000
36 16 20
EXCD38
25,000
SEC 36 TWP 16 RGE 20 PLAT BOOK
EXCD35
500
002 PAGE 106 OAK RUN WOODSIDE
TRACT BLK G LOT 1
R7013-007-001
2014
GILLESPIE FAMILY TRUST
*** PAID *** PAID *** PAID ***
GILLESPIE NEIL J TR
11/24/14 PERIOD 01
8092 SW 115TH LOOP
995-2014-0004383.0001
OCALA,FL 34481-3567
$812.78 CH

PRSRT
FIRST-CLASS
MAIL
U.S. POSTAGE
PAID
OCALA, FL
PERMIT NO. 61

HONORABLE VILLIE M SMITH CFA ASA


MARION COUNTY PROPERTY APPRAISER
PHONE: 352-368-8300
PO BOX 486
OCALA FL 34478-0486

3 70584

7013-007-001

RETURN SERVICE REQUESTED

GILLESPIE FAMILY TRUST


GILLESPIE NEIL J TR
8092 SW 115TH LOOP
OCALA FL 34481-3567

1,.1.11.1 1111111111111.1.1111.1.1111 1.111111.1.111111111

REMOVAL OF HOMESTEAD OR OTHER EXEMPTION(S)

PIN:
WIDOW

7013- 007- 00 1

WIDOWER

11111111111111111111111111 11111111111 11II11111111111111111111111111111

DISABILITY

YES

TAX YEAR 2015

OTHER

HOMESTEAD

YES
01/38/35

SITUS ADDRESS: 8092 SW 115TH LOOP

.;:;. ~

o I NO LONGER QUALIFY FOR HOMESTEAD EXEMPTION BECAUSE THE ABOVE PR~..AS


NOT MY PERMANENT RESIDENCE ON JANUARY 1 OF THIS YEAR.

I NO LONGER QUALIFY FOR: 0 WIDOWS 0 WIDOWERS 0 DI&A8tUTY~_)

Reason:
-----~

DO NOT RETURN THIS FORM IF YOU STILL QUALIFY FOR"l'IE-.EXEMPTION(S)

77226

WARNING

FLORIDA LAW PRESCRIBES THAT IT IS THE DUTY OF THE OWNER OF ANY PROPERTY TO NOTIFY THE PROPERTY APPRAISER PROMPTLY
WHENEVER THE USE OF THE PROPERTY OR THE STATUS OR CONDITION OF THE OWNER CHANGES SO AS TO CHANGE THE EXEMPT STATUS
OF THE PROPERTY. IF ~Y PROPERTY OWNER FAILS TO SO NOTIFY THE PROPERTY APPRAISER AND THE PROPERTY APPRAISER DETERMINES
THAT FOR Arff YEAR WITHIN THE PRIOR 10 YEARS THE OWNER WAS NOT ENTITLED TO RECEIVE SUCH EXEMPTION, THE PROPERTY SHALL BE
SUBJECT TO THE TAXES EXEMPTED AS A RESULT OF SUCH FAILURE, PLUS 15 PERCENT INTEREST PER ANNUM ~O A PENALTY OF 50
PERCENT OF THE TAXES EXEMPTED, REFERENCE SEC. 196,131 AND 196.161. F.S.

PLEASE REMOVE THE ABOVE EXEMPTION(S) FROM MY PROPERTY FOR THE CURRENT YEAR.

(SIGNATURE)

DATE

it

10

RECEIPT FOR 2015 TAX EXEMPTION RENEWAL

PIN:

WIDOW

7013-007-001 I pc: 01 IALT KEY:


2703946 MILLGRP:
OTHER
DISABILITY HOMESTEAD
WIDOWER

PROPERTY DESCRIPTION

0 10

YES

9002

YES

ACRES

SEC 36 TWP b~ RGE 20


PLAT BOOK 0 PAGE 106
OAK RUN WOODSIDE TRACT
BlK G lOT 1
HOMESTEAD EXEMPTION RECEIPT
YOUR HOMESTEAD EXEMPTION APPLICATION FOR THIS TAX YEAR IS BEING AUTOMATICALLY
RENEWED. THIS IS YOUR RECEIPT.
IF YOU ARE NO LONGER ENTITLED TO HOMESTEAD OR OTHER EXEMPTIONS YOU MUST SIGN THE
EXEMPTION REMOVAL REQUEST ON THE REVERSE SIDE OF THIS DOCUMENT AND RETURN IT TO THE
PROPERTY APPRAISER.
THERE ARE SEVERE PENALTIES FOR FALSELY CLAIMING HOMESTEAD EXEMPTION.
YOU ARE NO LONGER ELIGIBLE FOR HOMESTEAD EXEMPTION IF:
1. THE RESIDENTIAL UNIT ON WHICH YOU CLAIM HOMESTEAD EXEMPTION IS RENTED.
2. THE RESIDENTIAl. UNIT IS NO LONGER YOUR PERMANENT HOME.
3. IF YOU ARE NO LONGER A PERMANENT RESIDENT OF FLORIDA.
IF YOU ARE APPLYING FOR HOMESTEAD EXEMPTION ON NEW PROPERTY OR FOR ANY OTHER
PERSONAL EXEMPTION SUCH AS WIDOWS, WIDOWERS OR DISABILITY EXEMPTION FOR THE FIRST TIME,
YOU MUST APPLY AT THE PROPERTY APPRAISER'S OFFICE ON OR BEFORE MARCH 1 OF THIS YEAR.
IF YOU HAVE QUESTIONS CONCERNING EXEMPTIONS OR THIS FORM CALL YOUR COUNTY PROPERTY
APPRAISER.
352.368-8300

III

NAME
ADDRESS
CITY

STATE

Postage
Required
Post Office will
not deliver
without proper
postage.

ZIP

HONORABLE VILLIE M SMITH CFA ASA


MARION COUNTY PROPERTY APPRAISER
PO BOX 486
OCALA FL 34478-0486

1.1111111111111111.111111111111111111.11111111111111-1I11111111

10

MepA Search Results

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MarioiiCOUIiij.PiOj)eiijAppra.ise.
"ri,II'le ~(t:~ Sll,ith,~, (:"F4.~~
I,---S_e_le_ct_L_a_n9_u_a9_e_ _v_1

i\S,~4\

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GO TO

2014 2013 2012 2011 2010 2009 2008 2007 2006 PRC

2015

7013-007-001
Prime Key: 2703946

As of 12/31/2014
Property Information
Taxes 1 Assessments:

GILLESPIE FAMILY TRUST


GILLESPIE NEIL J TR
8092 SW 115TH LOOP
OCALA FL 34481-3567

M.S.T.U.

Map ID: 114

PC: 01

Millage: 9002

Acres: 0.1
IMAGES

Situs: 8092 SW 115TH LOOP OCALA, 34481

Values NOT Available


Ex Codes: 01 38 35

Year
2014
2013
2012

Land Just
$9,000
$8,500
$8,500

Building
$68,862
$65,486
$69,336

History of Assessed Values


Mise Value
Mkt/Just
Assessed Val
$977
$78,839
$75,851
$744
$74,730
$74,730
$839
$78,675
$78,675

Exemptions
$50,500
$50,230
$50,500

Taxable Val
$25,351
$24,500
$28,175

Property Transfer History

Book/Page
6065/1251
5949/0022
5308/0647
5057/1669
4611/1212
3244/0728
3249/0438
2336/1332
1954/1794

Date
07/14
09/09
09/09
06/08
10/06
09/02
02/97
02/97
08/93

Instrument

Code

05
71
74
05
08
71
74
78

7 PORTIONUND INT

QUIT CL
DTH CER
PROBATE
QUIT CL
CORRECTIVE
DTH CER
PROBATE
TRUSTHX

o
o
o
o
3 DEVELOPER SALE

07 WARRANTY

Price
$100
$100
$100
$100
$100
$100
$100
$100
$75,100

CERllFIED: ATRUE COPY


V1LLIE M. SMITH, CFA ASA
PROPERTY APPRAISER
MA ION COUNn: FL

BV~(

Parent Parcel: 7000-000-100

Depth Zoning C Notes


120
PUD
BK G L 1

I
I
I
I
I
I
I
I
I

7 PORTIONUND INT

SEC 36 TWP 16 RGE 20


PLAT BOOK 002 PAGE 106
OAK RUN WOODSIDE TRACT
BLK G LOT 1

Front
38

V/I

U
U
U
U
U
U
U
U
U

o
o

Property Description

Use
0100

Q/U

Land Data - Warning: Verify Zoning


Units
Type Rate Loe
1.00
LT
1.00

Shp
1.00

Phy
1.00

Class Value

Just Value

Neighborhood 8024 OAK RUN SUB-WOODSIDE 7013


Mkt: 9 70
Traverse
Building 1 of 1

http://220.64.61.193:81/DEFAULT.aspx?Key=2703946&YR=2015

11
12/31/2014

MepA Search Results

Page 2 of3

RESOl=U12UlRlU4111U33R30D5011614.R4
FGR02=R16D21116U21.14U12
FOP03=UIRIU4111D5RIO.
PT004=11015D17R15U5U12.

CERTIFIED: ATRUE COPY

VllllE M. SMITH. CFA ASA

33

PROPERlY APPRAISER

IONCOU~
11

FL

DEPUTY
'2 12

11
fQRO;t
15

1:8

Building Characteristics

Improvement
Effective Age
Condition
Quality Grade

Year Built 1993


Obsolescence: Functional 0.00 0/0
Obsolescence: Locational 0.00 0/0
Architecture 0 - STANDARD SFR

IF-SFR- 01 FAMILY RESID


2 - 05-09 YRS
0- 0
700 - GOOD

Base Perimeter 162

Inspected on 2/25/2008 by 179

Type ID Exterior Walls


RES
FGR
FOP
PTO

01
02
03
04

32
32
01
01

CONC BLK-STUCO
CONC BLK-STUCO
NO EXTERIOR
NO EXTERIOR

Section: 1
Roof Style 10 GABLE
Roof Cover 08 FBRGLASS SHNGL
Heat Meth
20 HEAT PUMP
1

Heat Meth 00
2
Foundation 6 MONOLITC SLAB
Y
AIC

Stories Year Built Finished Attic Bsmt Area Bsmt Finish


1.00
1.00
1.00
1.00

N
N
N
N

1993
1993
1993
1993

o 0/0
o 0/0
o 0/0
o 0/0

o 0/0
o 0/0
o 0/0
o 0/0

Grd Fir
Total Fir Area
Area
1,326 SF
1,326
336 SF
336
54
54 SF
255 SF
255

2 Bit-In Kitchen

Floor Finish
Wall Finish

24 CARPET
16 DRYWALL-PAINT

Bedrooms
4FixBath

o Dishwasher

Y
Y

Heat Fuel 1

10 ELECTRIC

3FixBath

2 Garb Disposal

Heat Fuel 2

00

2FixBath

o Garbage Compactor

Fireplaces

XFixture

2 Intercom
Vacuum

N
N

Miscellaneous Improvements

http://220.64.61.193:81/DEFAULT.aspx?Key=2703946&YR=2015

12/31/2014

MepA Search Results

Type
159
159
120

PAV CONCRETE
PAV CONCRETE
FENCE MASONRY

Page 3 of3

Nbr Units Type


544.00 SF
92.00 SF
130.00 SF

Life
20
20
50

Year In
1993
1993
1993

Grade
3
3
3

Length
34.0
23.0
0.0

Width
16.0
4.0
0.0

Depr Value

ARDra iser Notes


MODEL-NANTUCKET

Planning and Building, County Permit Search

**
Permit Number
MA64923

Amount
$34,040

Permit Search
Issued Date
8/1/1993

**
Complete Date
8/1/1993

Description
= VILLA

SFR

o
D

o
o
o
Property Images

CERTIFIED: ATRUE COPY

VILLIE M. SMITH, CFA ASA


PROPERTY APPRAISER
COUNT't FL
IlIIU....-tt-AII

DEPUTY

http://220.64.61.193:81/DEFAULT.aspx?Key=2703946&YR=2015

12/31/2014

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VILLIE M. SMITH, CFA, ASA

. ..: :-:":,

MARION COUNTY PROPERTY APPRAISER


P.O. Box 486

Ocala, Florida 34478-0486

1;- ~~
~~

GILLESPIE FAMILY TRUST


GILLESPIE NEIL J TR
8092 SW 115TH LOOP
OCALA FL 34481-3567

3Cj.48 i 350792

I) Ii IIII1 j Ii JIj J11 ii' i J' Ij.1 \IfilII IJjI' JJJ11'1'1 i JIIIII1 1 JII f f f i

Z:P 34471

011011647591

MepA Search Results

ISelect Language

Page 1 of3

Manonce~~sn~~~~~~Ae:~?

MA ION C~

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HOMESearchPrevious ParcelNext ParcelTRIM NoticeTRIM


GO TO

sUPPlementAddre!"'.-'-'~P""'~~~~~~=:

2014 2013 2012 2011 2010 2009 2008 2007 2006 PRC

2015

7013-007-001
Prime Key: 2703946

As of 1/30/2015
Property Information
Taxes / Assessments:

GILLESPIE NEIL J
8092 SW 115TH LOOP
OCALA FL 34481-3567

M.S.T.U.

MapID: 114

PC: 01
Acres: 0.1

Millage: 9002

IMAGES
Situs: 8092 SW 115TH LOOP OCALA, 34481

Values NOT Available


Ex Codes: 01 38 35

Land Just
$9,000
$8,500
$8,500

Year
2014
2013
2012

Building
$68,862
$65,486
$69,336

History of Assessed Values


Mise Value
Mkt/Just
Assessed Val
$977
$78,839
$75,851
$744
$74,730
$74,730
$839
$78,675
$78,675

Exemptions
$50,500
$50,230
$50,500

Taxable Val
$25,351
$24,500
$28,175

Property Transfer History

Book/Page
6153/1144
6153/1143
6065/1251
5949/0022
5308/0647
5057/1669
4611/1212
3244/0728
3249/0438
2336/1332
1954/1794

Date
01/15
01/15
07/14
09/09
09/09
06/08
10/06
09/02
02/97
02/97
08/93

08
05
05
71
74
05
08
71
74
78

Q/U

Code

Instrument

CORRECTIVE
QUIT CL
QUIT CL
DTH CER
PROBATE
QUIT CL
CORRECTIVE
DTH CER
PROBATE
TRUSTHX

7 PORTIONUND INT
7 PORTIONUND INT

U
U
U
U

o
o
7 PORTIONUND INT

o
o
o
o

U
U
U
U

3 DEVELOPER SALE

07 WARRANTY

V/I
I
I
I
I
I
I
I
I
I

I
I

Price
$100
$100
$100
$100
$100
$100
$100
$100
$100
$100
$75,100

Property Description
SEC 36 TWP 16 RGE 20
PLAT BOOK 002 PAGE 106
OAK RUN WOODSIDE TRACT
BLK G LOT 1

Parent Parcel: 7000-000-100

Land Data - Warning: Verify Zoning

Use
0100

Front
38

Depth Zoning C Notes


120
PUD
BK G L 1

Units
1.00

Type
LT

Rate

Lac
1.00

Shp
1.00

Phy
1.00

Class Value

Just Value

Neighborhood 8024 - OAK RUN SUB-WOODSIDE 7013


Mkt: 9 70

http://220.64.61.193:81/DEFAULT.aspx?Key==2703946&YR==2015

12
1/30/2015

MepA Search Results

Page 2 of3

Traverse
Building 1 of 1
RESOl=U12UlRlU4Ll1033R30D50L1614.R4
FGR02=R16D21L16U21.14U12
FOP03=UIRIU4111D5RIO.
PT004=11015D17R15U5012.

33

17

15

Building Characteristics

Improvement
Effective Age
Condition
Quality Grade

IF-SFR- 01 FAMILY RESID


2 - 05-09 YRS

0 0
700 - GOOD

Year Built 1993


Obsolescence: Functional 0.00 0/0
Obsolescence: Locational 0.00 0/0
Architecture 0 - STANDARD SFR

Inspected on 2/25/2008 by 179

Base Perimeter 162

Type 10 Exterior Walls


RES
FGR
FOP
PTO

01
02
03
04

32
32
01
01

CONC BLK-STUCO
CONC BLK-STUCO
NO EXTERIOR
NO EXTERIOR

Stories Year Built Finished Attic Bsmt Area Bsmt Finish


1.00
1.00
1.00
1.00

1993
1993
1993
1993

N
N
N
N

o
o
o
o

o
o
o
o

0/0
0/0
0/0
0/0

0/0
0/0
0/0
0/0

Grd Fir
Total Fir Area
Area
1,326
1,326 SF
336 SF
336
54
54 SF
255
255 SF

Section: 1

Roof Style 10 GABLE


Roof Cover 08 FBRGLASS SHNGL
Heat Meth
20 HEAT PUMP
1

Heat Meth
00
2
Foundation 6 MONOLITC SLAB

AIC

Floor Finish
Wall Finish

24 CARPET
16 DRYWALL-PAINT

Bedrooms
4FixBath

2 Bit-In Kitchen

o Dishwasher

Heat Fuel 1

10 ELECTRIC

3FixBath

2 Garb Disposal

Heat Fuel 2

00

2FixBath

o Garbage Compactor

Fireplaces

XFixture

2 Intercom
Vacuum

http://220.64.61.193 :81/DE~F'AUL T.aspx?K.ey==2703946&YR==2015

1/30/2015

MepA Search Results

Page 3 of3

Miscellaneous IlTlprOVenlents

Type
159
159
120

PAV CONCRETE
PAV CONCRETE
FENCE MASONRY

Nbr Units Type


544.00 SF
92.00 SF
130.00 SF

Life
20
20
50

Year In
1993
1993
1993

Grade
3
3
3

Length
34.0
23.0
0.0

Width
16.0
4.0
0.0

Depr Value

Appraiser Notes
MODEL-NANTUCKET

Planning and Building, County PerlTlit Search

**
Permit Number
MA64923

Amount
$34,040

Permit Search

**

Issued Date
8/1/1993

Complete Date
8/1/1993

Description
SFR

= VILLA

o
o

o
o

Property Images

CERnAEO:ATRUECOPV

VlLUE M. SMITH, CFA ASA

PROPERlY APPRAISER

ON COUNl': Fl
OEPUlY

http://220.64.61.193:81/DEFPi.ULT.aspx?Key==2703946& YR~2015

1/30/2015

...

'1

'

" e " d " r r r r t ' T " "'Tn', T "'7YT''7E'''K"'

ter"'",n.

Hasler

VILLIE M. SMITH, CFA, ASA

MARION COUNTY PROPERTY: APPRAISER


P.O. Box 486

Ocala, Florida 34478-0486

[!fiilmml51

02/03/2015

$00 .480

~~
I
~_"":I:

ZIP 34471

011 D11647591

GILLESPIE NEIL J
8092 SW 11STH LOOP
OCALA FL 34481-3567

34CJ.8 i ::E:::i5E:7
L..~~__

Ri:ie"{

II

I'll JlI Ii j fI j I j j it j Ii Iii J Iii Ii 1111,. i III Jj II JJJI j II J' jj II ,; i j J

FOR FORECLOSURE CASES


FILED ON OR AFTER
SEPTEMBER 15, 2009 :
THE FORM ENTITLED FORECLOSURE CASES
(HOMESTEAD PROPERTY) PLAINTIFF/LENDER
REQUIRED INFORMATION SHEET MUST BE
COMPLETED AND FILED WITH THE CLERK OF
THE COURT AT THE TIME OF FILING THE INITIAL
COMPLAINT AND MUST BE SERVED UPON THE
DEFENDANT/PROPERTY OWNER

PLEASE NOTE THAT MOTIONS FOR FINAL HEARING, SUMMARY


JUDGMENT OR FINAL JUDGMENT WILL NOT BE SET IF THE
PLAINTIFF HAS NOT COMPLIED WITH THIS REQUIREMENT.

*This form is available on our website at www.marioncountyclerk.org.

13

FORECLOSURE CASES (HOMESTEAD PROPERTY)


PLAINTIFF/LENDER REQUIRED
INFORMATION SHEET
(Must be completed and filed with Clerk of Court at time of filing initial Complaint and served upon
Defendant/Property Owner)
1)

Is the Property in this foreclosure case homestead property?

Yes_______________
No_______________
(If your answer to question 1 is no, do not answer the remaining questions. Simply sign and date this document
as attorney for plaintiff or plaintiff and file with Complaint. If your answer is yes, answer the remaining
questions, then sign, date and file this completed document with your Complaint.)
2)
Plaintiff/Lender has contacted the Defendant(s)/Borrower prior to filing this Complaint
regarding all options including but not limited to loan reinstatement, repayment plan, loan modification, short
sale, Deed in-lieu of Foreclosure, which could be available to Defendant/Borrower.
3)
If Plaintiff/Lender has not contacted the Defendant(s)/Borrower regarding options in lieu of
foreclosure, the name, address and telephone number of Plaintiffs/Lenders representative who
Defendant/Borrower can consult with regarding options available in lieu of foreclosure is:
Lender Representatives Name/Title: __________________________________________
Address:

__________________________________________

Telephone Number:

__________________________________________

4)
Or as an alternative, Plaintiff/Lender has mediated this matter unsuccessfully with
Defendant(s)/Borrower prior to filing suit.
Yes_______________
No_______________
5) Plaintiff/Lender certifies by signing this Information Sheet that the above information is accurate
and Plaintiff/Lender is providing a copy of this completed form to the Process Server to be served
along with the Summons and Complaint.
__________________________________________
Attorney for Plaintiff/Plaintiff
Date:__________________________________________
__________________________________________
Lender Representatives Signature and Title
Date:__________________________________________
[Note: Motions for Final Hearing Summary Judgment, or Final Judgment will not be set until Plaintiff has
complied with this required information sheet by completing, signing and serving this form upon
Defendant(s)/Borrower(s).]

13

FORM 1.997.

INSTRUCTIONS FOR ATTORNEYS COMPLETING CIVIL COVER SHEET

Plaintiff must file this cover sheet with first paperwork


filed in the action or proceeding (except small claims
cases or other county court cases, probate, or family
cases). Domestic and juvenile cases should be
accompanied by a completed Florida Family Law
Rules of Procedure Form 12.928, Cover Sheet for
Family Court Cases. Failure to file a civil cover sheet
in any civil case other than those excepted above
may result in sanctions.
I.
Case Style. Enter the name of the court, the
appropriate case number assigned at the time of
filing of the original complaint or petition, the name of
the judge assigned (if applicable), and the name (last,
first, middle initial) of plaintiff(s) and defendant(s).
II.
Type of Case. Place an X in the appropriate
box. If the cause fits more than one type of case,
select the most definitive. If the most definitive label
is a subcategory (indented under a broader category
label), place an X in the category and subcategory
boxes. Definitions of the cases are provided below in
the order they appear on the form.
(A) Condominium - all civil lawsuits pursuant to
Chapter 718, Florida Statutes, in which a
condominium association is a party.
(B) Contracts and indebtedness - all contract
actions relating to promissory notes and other debts,
including those arising from the sale of goods, but
excluding contract disputes involving condominium
associations.
(C) Eminent domain - all matters relating to the
taking of private property for public use, including
inverse condemnation by state agencies, political
subdivisions, or public service corporations.
(D) Auto negligence - all matters arising out of a
partys allegedly negligent operation of a motor
vehicle.
(E) Negligenceother - all actions sounding in
negligence, including statutory claims for relief on
account of death or injury, that are not included in
other main categories.
(F) Business governance - all matters relating to
the management, administration, or control of a
company.
(G) Business torts - all matters relating to liability
for economic loss allegedly caused by interference
with economic or business relationships.
(H) Environmental/Toxic tort - all matters relating to
claims that violations of environmental regulatory

provisions or exposure to a chemical caused injury or


disease.
(I)
Third party indemnification - all matters relating
to liability transferred to a third party in a financial
relationship.
(J)
Construction defect - all civil lawsuits in which
damage or injury was allegedly caused by defects in
the construction of a structure.
(K) Mass tort - all matters relating to a civil action
involving numerous plaintiffs against one or more
defendants.
(L) Negligent security - all matters involving injury
to a person or property allegedly resulting from
insufficient security.
(M) Nursing home negligence - all matters involving
injury to a nursing home resident resulting from
negligence of nursing home staff or facilities.
(N) Premises liabilitycommercial - all matters
involving injury to a person or property allegedly
resulting from a defect on the premises of a
commercial property.
(O) Premises liabilityresidential - all matters
involving injury to a person or property allegedly
resulting from a defect on the premises of a
residential property.
(P) Products liability - all matters involving injury to
a person or property allegedly resulting from the
manufacture or sale of a defective product or from a
failure to warn.
(Q) Real property/Mortgage foreclosure - all
matters relating to the possession, title, or boundaries
of real property. All matters involving foreclosures or
sales of real property, including foreclosures
associated with condominium associations or
condominium units.
(R) Commercial foreclosure - all matters relating to
the termination of a business owners interest in
commercial property by a lender to gain title or force
a sale to satisfy the unpaid debt secured by the
property. Check the category that includes the
estimate of the amount in controversy of the claim
(section 28.241, Florida Statutes).
(S) Homestead residential foreclosure - all matters
relating to the termination of a residential property
owners interest by a lender to gain title or force a
sale to satisfy the unpaid debt secured by the
property where the property has been granted a
homestead exemption. Check the category that
includes the estimate of the amount in controversy of
the claim (section 28.241, Florida Statutes).

14

(T) Nonhomestead residential foreclosure - all


matters relating to the termination of a residential
property owners interest by a lender to gain title or
force a sale to satisfy the unpaid debt secured by the
property where the property has not been granted a
homestead exemption. Check the category that
includes the estimate of the amount in controversy of
the claim (section 28.241, Florida Statutes).
(U) Other real property actions - all matters relating
to land, land improvements, or property rights not
involving commercial or residential foreclosure.
Check the category that includes the estimate of the
amount in controversy of the claim (section 28.241,
Florida Statutes).
(V) Professional malpractice - all professional
malpractice lawsuits.
(W) Malpracticebusiness - all matters relating to
a businesss or business persons failure to exercise
the degree of care and skill that someone in the
same line of work would use under similar
circumstances.
(X) Malpracticemedical - all matters relating to a
doctors failure to exercise the degree of care and
skill that a physician or surgeon of the same medical
specialty would use under similar circumstances.
(Y) Malpracticeother professional - all matters
relating to negligence of those other than medical or
business professionals.
(Z) Other - all civil matters not included in other
categories.
(AA) Antitrust/Trade regulation - all matters relating
to unfair methods of competition or unfair or
deceptive business acts or practices.
(AB) Business transactions - all matters relating to
actions that affect financial or economic interests.
(AC) Constitutional challengestatute or ordinance
- a challenge to a statute or ordinance, citing a
violation of the Florida Constitution.
(AD) Constitutional
challenge

proposed
amendment - a challenge to a legislatively initiated
proposed constitutional amendment, but excluding
challenges
to
a
citizen-initiated
proposed
constitutional amendment because the Florida
Supreme Court has direct jurisdiction of such
challenges.
(AE) Corporate trusts - all matters relating to the
business activities of financial services companies or
banks acting in a fiduciary capacity for investors.
(AF) Discriminationemployment or other - all
matters relating to discrimination, including

employment, sex, race, age, handicap, harassment,


retaliation, or wages.
(AG) Insurance claims - all matters relating to claims
filed with an insurance company.
(AH) Intellectual property - all matters relating to
intangible rights protecting commercially valuable
products of the human intellect.
(AI) Libel/Slander - all matters relating to written,
visual, oral, or aural defamation of character.
(AJ) Shareholder derivative action - all matters
relating to actions by a corporations shareholders to
protect and benefit all shareholders against corporate
management for improper management.
(AK) Securities litigation - all matters relating to the
financial interest or instruments of a company or
corporation.
(AL) Trade secrets - all matters relating to a formula,
process, device, or other business information that is
kept confidential to maintain an advantage over
competitors.
(AM) Trust litigation - all civil matters involving
guardianships, estates, or trusts and not
appropriately filed in probate proceedings.
__________________________________________
III.
Remedies Sought. Place an X in the
appropriate box. If more than one remedy is sought in
the complaint or petition, check all that apply.
IV. Number of Causes of Action. If the complaint
or petition alleges more than one cause of action,
note the number and the name of the cause of action.
V.
Class Action. Place an X in the appropriate
box.
VI. Related Cases. Place an X in the appropriate
box.
VII. Is Jury Trial Demanded In Complaint?
Check the appropriate box to indicate whether a jury
trial is being demanded in the complaint.
ATTORNEY OR PARTY SIGNATURE. Sign the civil
cover sheet. Print legibly the name of the person
signing the civil cover sheet. Attorneys must include a
Florida Bar number. Insert the date the civil cover
sheet is signed. Signature is a certification that the
filer has provided accurate information on the civil
cover sheet.

14

Form 1.997 CIVIL COVER SHEET

The civil cover sheet and the information contained herein neither replace nor supplement the filing and service of pleadings or other
papers as required by law. This form sh~lI~be.fi~d by the plaintiff or petitioner for the use of the Clerk of the Court for the purpose of
reporting judicial workload data pursuanit<Y Ftbrlda Statutes Section 25.075.
CASE STYLE

I.

IN THE CIRCUIT COURT OF THE FIFTH


JUDICIAL CIRCUIT OF FLORIDA IN AND
FOR MARION COUNTY
Plaintiff

Case #
Judge:

REVERSE MORTGAGE SOLUTIONS, INC.

l 3. - \ \ :- L.ea=

vs.
Defendant

II.

NEIL J. GILLESPIE AND MARK GILLESPIE AS CO-TRUSTEES


OF THE GILLESPIE FAMILY LIVING TRUST AGREEMENT
DATED FEBRUARY 10, 1997, et ale
.~ '~"

TYPE OF CASE

(If the case fits more than one type of case, select the most definitive category.) If the most

descriptive label is a subcategory (is indented under a broader category), place an "x" in both

the main category and subcategory boxes.

Condominium

Homestead residential foreclosure SO $50,000

Contracts and indebtedness

Homestead residential foreclosure $50,00 I -$249,999

Eminent domain

Homestead residential foreclosure S250,000 or more

Auto negligence

Nonhomestead residential foreclosu.re

Negligence - other

SO $50,000

Business governance

Nonhomestead residential foreclosure

Business torts

$50,001 - $249,999

EnvironmentallToxic tort

Nonhomestead residential foreclosure

Third party indemnification

$250,000 or more

,_.. f::-'

Other real property actions $0 -~~:s..O~?p'O

Construction defect
-

Premises liability residential

Malpractice - medical

X Real PropertylMortgage Foreclosure


Commercial foreclosure SO .. $50,000

.X_Commercial foreclosure 550,001 - $249,999

Commercial foreclosure 5250,000 or more

IJ

__"

...-..

:" ;: ~?;

r-~:;.~~
Z
.'

f~,?

~.

;,.

. I

..... " ..

.r

U1

Malpractice .. other professional


Other
AntitrustlTrade regulation

Business transactions

Constitutional challenge - statute or ordinance

Constitutional challenge .. proposed amendment .

Libel/Slander

Corporate trusts

Shareholder derivative action

960921

~~I'

=::
':- : ......
:'-~ ::
_,,'

Professional malpractice
Malpractice business

Other real property actions $25~09Q'or mor\~

Premises liability - c~mmercial


Products liability

~~::

Other real property actions 550;00:" $249~9

---

Nursing home negligence

r':

_~

Mass tort
Negligent security

.....

:.=
~ ~-'~ :'::'~
;....
-. (,-.)
( ....

12..02121-2

15

II.

TYPE OF CASE

(If the case fits more than one type of case, select the most definitive category.) If the most
descriptive label is a subcategory (is indented under 8 broader category), place an "x" in both
the main c~tegory and subcategory boxes.

.'0... . \
.

Condominium

III.

.~

Homestead residential foreclosure $0 $50,000

Discrimination - employment or other

Securities litigation

Insurance claims

Trade secrets

Intel1ectual property

Trust litigation

REMEDIES SOUGHT (check all that apply):


X monetary;
nonmonetary declaratory or injunctive relief;
punitive

IV.

NUMBER OF CAUSES OF ACTION: [


(specify)

IS THIS CASE A CLASS ACTION LAWSUIT?


yes

X no
VI.

HAS NOTICE OF ANY KNOWN RELATED CASES BEEN FILED?


X no

yes If "yes," list all related cases by name, case number, and court.

VII.

IS JURY TRIAL DEMANDED IN COMPLAINT?

yes

X no

d in this cover sheet is accurate to the best of my knowledge and belief.


la. Bar#

Signatu

Attorney or party

0029364

(Bar # if attorney)

Danielle N. Parsons

960921

12-02121-2

15

RULE 1.100

FLORIDA RULES OF CIVIL PROCEDURE

such; an answer to a crossclaim if the answer contains


a crossclaim; a third-party complaint if a person who
was not an original party is summoned as a third-party
defendant; and a third-party answer if a third-party
complaint is served. If an answer or third-party answer contains an affirmative defense and the opposing
party seeks to avoid it, the opposing party shall file
a reply containing the avoidance. No other pleadings
shall be allowed.
(b) Motions. An application to the court for an order shall be by motion which shall be made in writing
unless made during a hearing or trial, shall state with
particularity the grounds therefor, and shall set forth
the relief or order sought. The requirement of writing
is fulfilled if the motion is stated in a written notice of
the hearing of the motion. All notices of hearing shall
specify each motion or other matter to be heard.
(c) Caption.
(1) Every pleading, motion, order, judgment, or
other paper shall have a caption containing the name
of the court, the file number, the name of the first party
on each side with an appropriate indication of other
parties, and a designation identifying the party filing
it and its nature or the nature of the order, as the case
may be. All papers filed in the action shall be styled in
such a manner as to indicate clearly the subject matter of the paper and the party requesting or obtaining
relief.1
(2) A civil cover sheet (form 1.997) shall be completed and filed with the clerk at the time an initial
complaint or petition is filed by the party initiating the
action. If the cover sheet is not filed, the clerk shall
accept the complaint or petition for filing; but all proceedings in the action shall be abated until a properly
executed cover sheet is completed and filed. The clerk
shall complete the civil cover sheet for a party appearing pro se.
(3) A final disposition form (form 1.998) shall be
filed with the clerk by the prevailing party at the time
of the filing of the order or judgment which disposes of
the action. If the action is settled without a court order
or judgment being entered, or dismissed by the parties, the plaintiff or petitioner immediately shall file
a final disposition form (form 1.998) with the clerk.

RULE 1.110

The clerk shall complete the final disposition form for


a party appearing pro se, or when the action is dismissed by court order for lack of prosecution pursuant
to rule 1.420(e).
(d) Motion in Lieu of Scire Facias. Any relief
available by scire facias may be granted on motion
after notice without the issuance of a writ of scire
facias.
1.
E.g., Order Denying Plaintiffs Motion for Summary Judgment, Defendants Motion to Compel, Order Denying Defendants Motion to Dismiss, Final Judgment for Plaintiff, etc.

Committee Notes
1971 Amendment. The change requires a more complete designation of the document that is filed so that it may be more rapidly
identified. It also specifies the applicability of the subdivision to all
of the various documents that can be filed. For example, a motion to
dismiss should now be entitled defendants motion to dismiss the
complaint rather than merely motion or motion to dismiss.
1972 Amendment. Subdivision (a) is amended to make a reply
mandatory when a party seeks to avoid an affirmative defense in
an answer or third-party answer. It is intended to eliminate thereby
the problems exemplified by Tuggle v. Maddox, 60 So. 2d 158 (Fla.
1952), and Dickerson v. Orange State Oil Co., 123 So. 2d 562 (Fla.
2d DCA 1960).
1992 Amendment. Subdivision (b) is amended to require all
notices of hearing to specify the motions or other matters to be
heard.

RULE 1.110. GENERAL RULES OF


PLEADING
(a) Forms of Pleadings. Forms of action and technical forms for seeking relief and of pleas, pleadings,
or motions are abolished.
(b) Claims for Relief. A pleading which sets forth
a claim for relief, whether an original claim, counter
claim, crossclaim, or third-party claim, must state a
cause of action and shall contain (1) a short and plain
statement of the grounds upon which the courts jurisdiction depends, unless the court already has jurisdiction and the claim needs no new grounds of jurisdiction to support it, (2) a short and plain statement of the
ultimate facts showing that the pleader is entitled to
relief, and (3) a demand for judgment for the relief to

CIV-24

16

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