Académique Documents
Professionnel Documents
Culture Documents
3. This Affidavit is being executed in order to obtain an exemption from the Recordation
Tax payable to Montgomery County, Maryland on the first $50,000.00 of consideration
stated in an instrument of writing for residential improved owner-occupied real property
pursuant to the aforesaid statute.
STATE OF MARYLAND
COUNTY OF MONTGOMERY, TO WIT;
I Hereby Certify, That on this 4th day of January, 2007: before me, the subscnter, a Notary Public of the
State aforesaid, persona), appeared Walter P. Havenstein and Judith P. Havenstein known so me :or
satisfactorily proven) to be the person wnose name subscribed to the within nstrument and adimowtedged the foregoing
"Deed to be tnater act, and in my presence signed and sealed the same.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
P JOY SIEGEL
Notary Pi State of Maryland
County ,of Montgomery
Corarniasicr bpres Mardi L2007
FILE NUMBER: PJS061223R
principal residence.
rest
P. JOY SIEGEL
Notary Public, State at Maryland
County of Montgomery
try COMMOS ErpeteSMadt1,2001
AFFIDAVIT OF GRANTEE(S) AS
FIRST-TIME MARYLAND HOME BUYER(S)
The undersigned each state under oath as follows:
l. Each of the undersigned is a Grantee of residentially improved real property
located at 4821 Montgomery Lane, Unit 401, Parking G2-22 & G2-23, Bethesda, MD
20814-5301,
being more particularly described as LOT , BLOCK , EDGEMOOR
CONDOMINIUM RESIDENCES
Montgomery County , Mary-land.
2. Each of the undersigned is:
(a.) a first-time Maryland home buyer, defined as an individual who has never
owned in the State residential real property that has been the individual's principal
place of residence, who will occupy the property as Grantee's principal residence;
or
(b.) a co-maker of guarantor of the purchase money mortgage or purchase money
deed of trust on the property who will not occupy the property as Grantee's
STATE OF MARYLAND
COUNTY OF MONTGOMERY, TO WIT;
I Hereby Certify, That on this 4th day of January, 2007, t+efare me. the subscriber, a Notary Public of the State
aforesaid, cersonally appeared Walter P. Havenstein and Judith P. Havenstein knew to me (Or satisfactority
oroueni to be the person whose name is subscribed to the within instrument and acknowledged the foregoing Deed to be hasher
ad, and in my presenos signed and sealed the same.
IN WITNESS WHEREOF. I hereunto set my hand and official seat
FILE NUMBER: PJS061223R
EXHIBIT B
'Print This Pale http://www.mva.mary and.gov/se/utilldisplay_mod.cfm?MODULE=.-
New to Maryland Titling and Registering Your Vehicle Information
As a new resident of Maryland you must register your vehicle within 60 days of moving to
Maryland. If you delay beyond 60 days, you will not be eligible for a tax credit for any titling tax
paid in another state, and you may be subject to a citation for an out of state registration.
Please Note: If an owner of a vehicle originally titled in Maryland obtains a title for the vehicle in
another state in the same name, and returns to Maryland, it may be registered by surrendering the
foreign title and securing a Duplicate Maryland Title. There is a fee for a duplicate title.
Titling Your Vehicle
You can apply for a Maryland title, and registration, in person at any of the MVA's full service
branch offices. You also can mail the documents to the MVA's Out-of-State Title Unit, 6601 Ritchie
Highway, Glen Burnie, MD 21062, or go to an MVA licensed taq and title service where they will
assist you in applying.
Typically, you will need to submit the following forms to obtain a title for your vehicle:
Proof of ownership- This is the vehicle's existing title that identifies you as the owner. If
there is a lien against your out-of-state title:
o First, contact the MVA at the Customer Service Center at 1-410-768-7000.
o If you do not have the title document or certificate, the MVA will provide you with a
letter (form #VR-056) to send to your lien holder requesting the title(s) be sent to the
MVA. Note: Please have the following information for the letter: Name of vehicle
owner, MD address, phone number, VIN number, year, make of vehicle,lien holder's
name, lien holder's address, state where currently registered/titled and lien account
number.
o Upon receipt of the title documents(s), the MVA will write or call you to inform you that
we have received the title(s). We will inform you of the excise tax due and ask you to
send your completed Application for Certificate of Title (form #VR-005), the MD Safety
Inspection Certificate, and payment (check or money order made payable to the MVA)
to the MVA. The check should include payment for the following:
Title fee
Fee to record the lien
Excise tax and taq fees
Application form - The Application for Certificate of Title (form #VR-005) can be used to apply
for both the vehicle's title and registration. Be sure to include your insurance information.
Your policy must conform to Maryland's minimum liability insurance requirements.
Maryland Safety Inspection Certificate - This Maryland State Police form certifies that your vehicle
meets Maryland safety standards. It is valid for up to 90 days from the date issued.
O Certificate of Inspection
A Safety Inspection is required for all used cars, trucks, tractors, trailers, motorcycles,
special equipment, and class "B" for hire vehicles being titled and registered in
Maryland. They must be inspected by a licensed Maryland inspection station, such as
automobile dealers, service stations and specialized automobile service centers. A
certificate of inspection issued by the inspection station within the previous 90 days of
the vehicle titling must accompany the Application for Title. To avoid delay, compare
the vehicle identification number (VIN) entered on the inspection certificate with the
VIN on the vehicle plus the vehicle ownership documents to make certain they agree.
Altered inspection certificates will not be accepted.
Under certain circumstances, additional information and/or forms may be required:
1 or 3 613/2014 10:46 AM
I 1111, I1113 I CIS,
Proof of vehicle's value - If the vehicle's value cannot be identified by the MVA, you may need
to submit a bill of sale. For leased vehicles, a lease agreement may also be acceptable.
Lease agreement and proof of monthly lease payments (leased vehicles only) - If you have paid or are
paying excise tax to another state through your lease payments, the documents may be
needed to determine the amount of excise tax credit you may receive.
Lien information - If you borrowed money to buy the vehicle, lien information may need to be
recorded on the application. The MVA form entitled Security Interest Filing (form #VR-217)
must be used if a second lien is placed against the title.
Lien release - If your title indicates that a lien exists, you must make arrangements with the
lien holder to pay off the loan (lien) or the MVA will file the lien against your new title (i.e.,
transfer the lien).
Power of attorney - If someone other than you, the new owner, is signing the titling forms for
you, this document is required.
Note that if you also intend to register the vehicle, additional forms are usually needed
Registration requirements vary greatly by the type and intended use of the vehicle. The
requirements for most vehicles can be found in Registration - Common Vehicles.
Your title will be mailed to you regardless of how you apply. If you also register the vehicle, your
registration card, license plates and expiration stickers can be provided immediately when you
apply in person to the MVA; otherwise, these items also will be mailed to you.
Maryland Excise Titling Tax
If the vehicle has been recently purchased, the 6%excise tax is based on the greater of the total
purchase price verified by a notarized MVA Bill of Sale (form VR-181), signed by both the buyer(s)
and the seller(s) in which the actual price paid for the vehicle is stated or $640. In other cases, the
total purchase price or the valuation shown in a national publication of used car values adopted for
use by the Administration will be used to establish the tax. There is an addition or subtraction for
high or low mileage. On vehicles seven years old and older, the tax is based on the greater of the
purchase price or the minimum book value of $640.
Note: As a new resident, to comply with Maryland law and take advantage of a lower excise tax,
you must title and register your vehicle within 60 days of declaring residency in Maryland.
For vehicles less than 7 years old (Non-Residents):
Vehicle(s) titled in a state with a tax rate equal to or higher than Maryland's 6%tax rate will
cost $100.
If the vehicle is registered in a state that imposes no tax, the tax will be assessed at 6%of
the value of the vehicle.
Vehicles from a state with a lower tax rate than Maryland's 6%will be taxed at the rate of
the difference between the two states. Example: MD 6%, VA 4%, the difference is a 2%tax
rate. Minimum tax - $100. When the value of the vehicle is less than $2,000, the 6%rate will
apply.
For a vehicle over 7 years old:
Tax is based on the greater of the purchase price or the minimum of $640. The MVA may
require you to submit additional documentation to substantiate the purchase price.
For a leased vehicle:
Lease agreement and proof of monthly lease payments (leased vehicles only) If you have
2 of 3
613/2014 10:46 AM
Print This Page http://www.mva.matyland.gov/seutil/display_mod.cfm?MODULE---
paid or are paying excise tax to another state through your lease payments,
documentation is needed to determine the amount of excise tax credit you may receive.
DriverLicensingInformationisalsoavailablefornewMarylandresidents.
3 of 3 6/3/2014 10:46 AM
Print This Page littp://www.mva.maryland.goviseiutil/display_mod.cfm'AIODULE----
New to Maryland Driver Licensing Information
Effective January 1, 2014, the MVA will implement a new process for immigrants, presenting
foreign documentation without valid accompanying United States Citizenship and Immigration
Services documentation, to obtain a driver's license, learner's permit, moped permit or
identification card (DL/ID).
Customers who are interested in obtaining one of these DL/IDs are advised to take the following
steps in preparation for the new law:
Apply for an Individual Taxpayer Identification Number through the Internal Revenue
Service, http://www.irs.00v/Individuals/General-ITIN-Information;
File Maryland Income Taxes for the preceding 2 years and obtain a certification letter that is
needed to make an appointment and present to the MVA. Click here for more information;
Apply for and obtain identity documents such as a valid, current foreign passport;
Obtain two residency documents such as copies of a residential lease, utility bill, or bank
statement; and
Study the Maryland Driver's Manual and take the Online Driver Test Tutorial to prepare for
the knowledge test.
Customers presenting foreign documentation without valid accompanying United States Citizenship
and Immigration Services documentation MUST schedule an appointment online to apply for a
Federally Non-Compliant DL / ID.
Before you make an appointment, you must have contacted the Comptroller's Office of Maryland to
obtain proof of Maryland income tax filings. You may obtain a certification letter by applying online
here or by making an appointment to visit one of the Comptroller's branch offices.
You may visit the Online Document Guide to start the process for scheduling an appointment.
Also effective January 1, 2014, all Identification cards, new Type 1 GLS Learner's permits, and any
Federally Non-Compliant DL/IDs will be mailed to your Maryland residence address on file.
Please continue to check the website for the most up to date information on this new process.
Please refer to Sources of Proof for details on the required identity and residency documentation
and instructions on how to obtain a DL/ID under this new law.
If you are a new resident of Maryland and you hold a noncommercial driver's license, you
have 60 days to obtain a Maryland Driver's License. If you hold a commercial driver's
license (CDL), you must transfer your CDL within 30 days. When applying, please bring:
Please refer to Sources of Proof for required identity and residency documentation and instructions.
New Maryland residents must obtain a Maryland Driver's License within 60 days.
You must pass a vision test.
An Out-of-State license must be a valid license or a license expired for less than one year.
The license cannot be suspended.
If licensed for less than 18 months, you will be issued a Maryland Provisional License.
If you are exchanging an Out-of-State license that has been expired for one (1) year or
more, you are required to take the knowledge and skills tests in addition to the vision test.
1. Tests may be waived for active duty military and their dependants if the issuing State grants
military extensions.
2. You can contact the State in which your last license was issued to find out if a military
I 42 6/ 3/2014 10:49 AM
CI ill.. 1lit.tv.11 NV VY U131-Mly_tlIVU.l.1.111.1vIVLJU L E-
extension is granted before visiting the MVA.
3. There is no automatic extension to all active duty military. Each State has their own
procedures and Maryland will review the procedures of the State in which the license was
issued before determining whether the transfer can be done without testing.
A valid U.S. Department of Transportation (DOT) physical card or federal/MVA waiver (if
applying for a Commercial Driver's License).
A hazardous material (HAZMAT) test is required to keep your HAZMAT endorsement (if
applying for a Commercial Driver's License).
Out-of-State learner's permits cannot be exchanged for a Maryland Learner's Permit or
License.
Titling and Registration information is also available for new Maryland residents.
2 01'2 (,/312014 10:49 AM
EXHIBIT C
fafe jaat-upsilirt,
JOHN J. BAHTHELMES
COMMISSIONER OF SAFETY
DEPARTMENT OF SAFETY
DIVISION OF MOTOR VEHICLES
STEPHEN E. MERRILL BUILDING
23 HAZEN DRIVE, CONCORD, N.H. 03305
603-227-4000 TDD Access: Relay NH 1-000-135-2064
RICHARD C. HAILEY,
DIRECTOR OF MOTOR VIA
Ma) 1' 2014
I o Whom It May Concern:
We have researched our riles and round:
Walter Havenstein, D013: 04/24/1949 and Judith Ilavenstein, D013:
07/02/1949, of 112 Dewitt Drive, Alton, NH 03809, have consistently and
consecutively registered motor vehicles in the State of New Hampshire since
2005.
If You should have any questions. please reel lice to contact the Bureau Dr
RCOStrZIII011,ti
at UO3-27 I _4030.
Sincerely.
I 411; \ f.11 lc
1 1'
' I
; ',o
EXHIBIT D
9a
L or separation
instrs) .
Oependente
ri on 6c not
entered above
Arid numbers
on lines
above
(2) Dependent's
social security
number
(3) Dependents
relationship
to you
c Dependents:
(1) FirstnameLast name
if more than
four dependents,
see instructions.
2 d Total number of exemptions claimed
7 Wages, salaries, tips, etc. Attach Form(s) W-2
8a Taxable interest. Attach Schedule B if required
b Tax-exempt interest. Do not include on line 8a 8b1
9a Ordinary dividends. Attach Schedule B if required
b Qualified dividends (see instrs) I 9b1
al1111111111111111t
8a
9a
10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions)
11 Alimony received
12 Business income or (loss). Attach Schedule C or C-EZ
10
11
12
13Capital gain or (loss). Att Sch 0 if reqd. if not reqd, ck here
14 Other gains or (losses). Attach Form 4797
15a IRA distributions 15a
16a Pensions and annuities
13
14
b Taxable amount (see instrs)
bTaxable amount (see instrs) 16a 16 b
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E
18 Farm income or (loss). Attach Schedule F
19 Unemployment compensation
20 a Social security benefits 20 a b Taxable amount (see instrs)
21Cther income
17
18 Enclose, but do
not attach, any
payment. Also,
.dease use
Farm 1040-V.
19
20 b
22 Add the amounts in fhe far right column for lines 7 through 21
23 Educator expenses (see instructions)
24 Certain rosiness menses of reservists, performing artists, and feebasis
government officials. Attach Farm 2106 or 2106-EZ
25 Health savings account deduction. Attach Form 8889
26 Moving expenses. Attach Farm 3903
27 One-haif of selfemployment tax. Attach Schedule SE
28 Self-employed SEP, SIMPLE, and qualified plans
29 Self-employed health insurance deduction (see instructions) ...
30 Penalty on early withdrawal of savings
31a Alimony raid b Recipient's SSN
This is your total income
23
Adj usted
Gross
Income
24
25
26
27
28
29
30
31a
32 IRA deduction (see instructions) ..... , ........
33 Student loan interest deduction (see instructions)
34 Tuition and fees deduction. Attach Form 3917
35 Domestic production activities deducton. Attach Form 3903
36 Add lines 23 31a and 32 - 35
37
32
33
34
35
36
37 alliffiffalla
Subtract line 36 from !ire 22. This is your adj usted gross income .
FDIA0112 12;06/07 Form 1040 (2007)
BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions.
orkev rearuary '10013)
.. IIMAJIIIIC I aw neturii vie
See separate instructions.
CMS No. 1545-0074
This return is for calendar year 1" 200 8 , or fiscal year ended 0.
Note. Allow 8-12 weeks to process Form 1040X.
Your first name MI Last name Your socird security number
P Havenstein S
joint return, spouse's first name Mt
Last name
Judith P Havenstein
Home address (no. and sheet) or P.O. boa if mail s not delivered to your home
(2) Dependent's
social security
number
(1) First name Last name
(3) Dependent's
relationship
to you
(4) /4
((ualifying
child for (tuld
as : mlit
(see ;mite)
n
n
n
Capartment of he Treasury Intemsi Revenue Senna'
Form 1040 U.S. Individual Income Tax Return 2009 (99) IRS Use Only Do not woe, or staple in Ibis space.
, 20 For the year Jan 1- Cec 31, 2009, or other tax year beginning , 2009, ending OMBNo. 1545-0074
Your first name Mi Lost mane
WALTER P FIAVENSTEIN, SR
If a j oint return, spouse's first name
JUDITH
Home address (number and street). If you nave a P.O. bog, see instruction,
Apartment no.
112 DeWitt Drive
City, Imien or post office. If you have a fornittn ounress, see instructions.
NH 0 3 8 0 9
)110, Check here if you, or your spouse if filing jointly, ward S3 to go to Out fund? (see insinxdons)
Your social security number
Spouse's social security number
Yousomcluasitseec nutehrtrur
A number(s) above. A
Checking a box below will not
charge o your tax a srephind ouse .
~~
E
Label
see insinctIons.)
Use the
IRS label.
Otherwise,
please print
or type.
Presidential
Election
Campaign
MI Last name
P HAVENSTEIN
Filing Status
1
2
3
X
km%
Single
Married filing jointly (even if only one had income)
Marled tiling separately. Enter spouses SSN above & lull
name here.
4 Head of household (with qualifying person). (See
instructions.) If the qualifying person is a child
but not your dependent, enter this child's
name here e-
Check only
one box.
n Qualifying widow(er) with dependent chid (see instructions)
Exemptions
If more
than four
dependents,
see instructions
and check here PO
d Total number of exemptions claimed
Adj usted
Gross
Income
7 Wages, salaries, tips, etc. Attach Form(s) W-2
29
30 Penalty on early withdrawal of savings . ....... .
30
31a Alimony paid b Recipient's SSN. P.
31 a
32 IRA deduction (see instructions)
32
33 Student loan interest deduction (see instructions)
33
34 Tuition and fees deduction. Attach Fcrm 8917 34
35 Domestic production actvities deduction. Attach Form 0903
35
38 Arid :Ines 23- 31a and 32 - 35
36
37Subtract line 36 from line 22. This is your adjusted gross Income ~~37
9AA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see Instructions.
1,3150112 .:(9117:69'norm
(99) IRS Use Only Do nal write or staple in this space.
Department of the Treasury Internal Revenue Service
Form 1040 U.S. Individual Income Tax Return 2010
c Dependents:
(1) First name Last name
10 Taxable refunds, credits, or offsets of state and local income taxes
11 Alimony received
12
13
business income or (loss). Attach Schedule C or C-EZ
Capital gain or (loss). Att Sch D if reed. If not reed, ck here
14 Other gains or (losses). Attach Form 4797
15a b Taxable amount
23 23 Educator expenses
Adj usted
24 Curtain huntress expenses of reservists, performing artists, and fee-basis
Gross Jovernment officials, Attach Form 210 or 2106-E2 ...... . .
Income 25 Health savings account deduction. Attach Form 8889
26 Moving expenses. Attach Form 3903
27 One-half of self-employment tax. Attach Schedule SE
28 Self-employed SEP, SiMPLE, and Qualified plans
29 Self-emoloyed health insurance deduction
34
30 Penalty on early withdrawal of savings
31a Alimony paid b Recipient's SSN
32 IRA deduction
33 Student loan interest deduction
34 Tuition and fees. Attach Form 9917
35 Domestic production activities deduction. Attach Form 3903
36 Add lines 23- 31a and 32 35
37 Subtract line 36 from line 22. This is your adjusted gross income
3 a
Name,
Address,
and SSN
See separate
instructions.
Presidential
Election
Campaign
P'or the year Jan I - Ceo 31, 2010, or other tax year beginning , 2010, ending , 20
Your first name MI Last name
WALTER P H.A.VENS TE , Sr.
1 a j oint return, spouse's first name Mt Last name
JUDITH P HAVENSTEIN
Home address (number and street). if you have a P.O. box, see instructions.
112 DEWITT DRIVE
Apartment no.
City, Lawn or past office. if you have a torerOn address, see msfructians.
ALTON
State
N14
ZIP code
03909
Check here if you, or your spouse if riglorntly, want 13to go to this fund/
2 IX
3
Filing Status
Check only
one box.
Single
Married filing jointly (even if only one had income)
Married filing separately. Enter spouse's SSN above & full
Time here ..
4 Head of household (with qualifying person). (See
instructions.) If the qualifyingperson is a child
but not your dependent, enter this child's
name here .
5
n
Qualifying widow(er) with dependent child
OiMEI No. 1545-0074
Your social security number
Spouse's social security number
Make sure the SSN(s)
, above and on line fic
are correct.
Checkinga box below will not
change your tax or refund.
k" El You KSpouse
(4) 7rf
chid let
nrh
fien I hr
tS7
(see instrS)
n
Boxes checked
on 6a arid 6b
No. of children
on 6c who:
lived
with you
did not
rive with you
duo to divorce
or separation
(see instrs) , ,
Dependents
on 6c not
entered above
Add
on lines
above
2
6a - Yourself. pc Yourself. If someone can cla
b ;X Spouse
(2)Cependent's
social security
number
(3) Dependent's
relationship
to you
17 Rental real estate, royalties, partnerships, S corpora
18 Farm income or (loss). Attach Schedule F
19 Unemployment compensation
20a Social security benefits 120 a
b Taxable amount
ons, trusts, etc. Attach Schedule E
b Taxable amount
21 Other income SUBSTITUTE PAYMENTS FROM FORM 10 99MISC
16a
m you as a dependent, do not check box 6a
d Total number of exemptions claimed
7 Wages, salaries, tips, etc. Attach Form(s) W-2
8a Taxable interest. Attach Schedule B if required
b Tax-exempt interest. Do not include on line 8a
9a Ordinary dividends. Attach Schedule B if required
b Qualified dividends
15a ;RA distributions ............
16a Pensions and annuities
22 Combine the amounts in lhe far opt column for lines 7 through 21. This is your total income
Exemptions
3AA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
24
25
26
27
28
29
30
32
35
FDIA0112 2/22/10 Form 1040 (2010)
37 111111111111M
'f more than four
dependents, see
instructions and
check here
income
Attach Form(s)
,V-2 here. Also
ittach Forms
and 1099-R
if tax was withheld.
if you did not
jet a W.2,
see instructions.
Enclose, but do
not attach, any
:)ayinent. ;Ono,
:110;15e Use
Form 1010-V.
Check only one
box.
Filing Status
1 f.:1 Single
2 Z1 Married filing Jointly (even if only one had income)
3 KMarried filing separately. Enter spouse's SSN above
and full name here. Is
4 0 Heed of household (with qualifying person), (See instructions.) If
the qualifying person is a child but not your dependent, enter this
child's name here. *
5
K
Qualifying widow(er) with dependent child
IMMO
Taxable refunds, credits, or offsets of state and local income taxes
Alimony received
Business income or (loss). Attach Schedule C or C-EZ
Capital gain or (loss). Attach Schedule D if required. If not required, check here PP.
EI
Other gains or (losses). Attach Form 4797 . .........
IRA distributions 15a
Pensions and annuities 16a
17
Rental real estate, royalt es, partnerships, S corporations, trusts, etc. Attach Schedule E
Farm income or (loss). Attach Schedule F
Unemployment compensation
Social security benefits 20a I b Taxable amount .
Other income. List type and amount SUBSTI.X192 PAYMENTS FROM FORM 1099-MISC
Combine the amounts in the far right column for lines 7 through 21. This is your total Income I.
23
Educator expenses .....
Certain business expenses of reservists, performing artists, and
fee-basis government officials. Attach Form 2106 or 2106-EZ
25 Health savings acccunt deduction. Attach Form 9889 .
26 Moving expenses. Attach Form 3903
27 Deductible part of self-employment tax. Attach Schedule SE
28 Self-employed SEP, SIMPLE, and qualified plans
29 Self-employed health insurance deduction
30 Penalty on early withdrawal of savings
31a Alimony paid b Recipient's SSN ~~
32 !RA deduction
33 Student loan Interest deduction
34 Tuition and fees. Attach Form 8917
35 Domestic production activities deduction. Attach Form 8903
38 Add lines 23 through 35
37
E 1040
Department of the TreasuryInternal Revenue Service
(99) 5
U.S. Individual Income Tax Return
261 1
OMB No.1545-0074 IRS Use OnlyDo not wrtte or staple In this space,
For the year Jan. -Dec, 31, 2011, or other tax year 2011, 20 See separate instructions.
Your first name and initial
WALTER P
Last name
HAVENSTEIN, Sr.
IIIIIIIIIIIIIIIII
Your social security number
if a joint return, spouse's first name and initial last
JUDITH P
name
HAVENSTEIN
spouse's social sectrity number
IIIIIIIIIIIIIIIIII
Home address(number and street). If you have a P.O.box, see instructions.
112 DEWITT DRIVE
Apt. no.
A Make sure the SSN(s) above
- and on line 6c are correct.
City, town (X poet silica,ate, and ZIP code. If you have a foreign address, also uxnplete spaces below (see instructions).
A.LTON NH 03 8 0 9
presi
Election Campaign
Check hese if you, re yeti somas if fiNng
joirtty, watt ga th ing
a b. bei
13 to
m will
not
to
ch ang
e fund,
e
ycur tax or
refund.
Ej You 0 Spouse
Foreign country name Foreign provinc coun Foreign postai code
6a Yourself, If someone can claim you as a dependent, do not check box Ba
. Spouse . .......
c Dependents:
(1) ilmt name Last rams
(2) Dependents
social security number
13) Dependents
relationship to
you
(4) i if child under age 17
quaiifying for child tax credit
(see instructional
CI
El
CI
CI
Total number of exemptions claimed
Wages, salaries, tips, etc. Attach Form(s) W-2
Taxable interest. Attach Schedule B if required
Tax-exempt interest. Do not include on line 8a .
Ordinary dividends. Attach Schedule B if required
Qualified dividends
Exemptions
If more than four
dependents, see
instructions and
check here le- r]
If you did not
get a W-2,
see instructions.
Attach Forrn(s)
V-2 here. Also
Attach Forma
W-20 and
1099-R If tax
was withheld.
Adj usted
Gross
Income
d
7
8a
b
98
10
11
12
13
14
15a
16a
17
18
19
20e
21
22
23
24
b Taxable amount .
b Taxable amount . .
29
30
31a
35
34
32
33
27
28
26
24
25
38
20b
15b
21
19
18
13
14
Ba
11
12
7
Subtract line 38 from line 22. This is your adj usted gross income ~~
______111111111111._
MOM
18. 12,_1111111.117_
3771111111.1111111p=
1 9b
Income
Enclose, but do
riot attach, any
payment. Also,
please use
Form 1040-V.
9a
10
Boxes checked
on sa and 6b
No. of children
on 6c who:
lived with you
did not live with
you due to dtverce
or separation
(see Instructions)
Dependents on So
not entered above
Add numbers an
lines above ~~
2
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. BAA
Adj usted
Gross
Income
Attach Form(s)
f-2 here. Also
attach Forme
W-2C1 and
1099-R if tax
was withheld.
If you did not
get a W-2,
see instructions.
Enclose, but do
not attach, any
payment. Also,
please use
Form 1040-V.
Income
23
24
25
28
27
29
30
31a
32
33
34
35 Domestic production activities deduction. Attach Farm 8903
38 Add lines 23 through 35
37
19
20e
21
22
7 Wages; salaries, tips, etc. Attach Form(s) W-2
h Spouse
c Dependents:
II) First name Last name
(2) flapandenns
mustily number
(3) Dependent's
relationship to you
(4) 1 it child under age t7
gualihylng for uhild tax mutt
(see (see Instructions)
LI
is
si
Boxes checked
on tie and 6b
No. of children
on Sc who:
lived with you
did not live with
you due to divorce
or separation
(see Instructions)
Dependants on Se
not entered above
Add numbers on
fines above IP
Exemptions
If more than four
dependents, see
instructions and
check here le K
d Total number of exemptions claimed
2
2
6a
Yourself. If someone can claim you as a dependent, do not check box fia
b 0 Spouse
ill Ere name Last name
c Dependents:
12) Dependents
social security number
(3)Dependents
relationship to
you
(I) V if child ewer see 17
qualifying ler child tax credit
(see instructions)
0
0
0
Boxes checked
on Bit end fib
No. of children
on fic who:
lived with you
did not live with
you due to divorce
or separation
(see instructions)
Dependents on @a
not entered above
Add numbers on
antes above liv
2
18
19
20b
21
040
Department of the TreasuryInternai Revenue Serike (99)
U.S. Individual Income Tax Return
Far the year Jan. 1-Dec. 31, 2013, or other tax year beginning
Your first name and
WALTER
it a pint return, ,iocuse s first name and initial
Last name
JUDITH e HAVENSTEIN
Home addressinumner and street). It you have a P.O. box, see instructions.
112 DEWITT DRIVE
2613
2013, ending , 20
OMB No. 1545-0074 IRS Use OnlyDo not write Or staple In this space.
See separate instructions.
Your social security number
Apt no.
11111111.1
Spouse's social security number
Make sure the SSN(s) above
and on line Sc are correct.
name
HAVENSTEIN, Sr.
1 0 Single
2 Married filing jcintly (even if only one had Income)
3 0 Married filing separately. Enter spouse's SSN above
and full name here. te
Foreign province/state/county
Presidential Election Campaign
Check here if you, ix your spouse it Ting
jointly, want S3 to go to the fund. Checking
a box belcre will not clangs your tat or
refund.
0 You KSpew.*
4
0 Head of household (with qualifying person). (See instructions.) If
the qualifying person is a child but not your dependent, enter this
child's name here. lie
5 0 Qualifying wIdow(er) with dependent child
City, 'nwn or post office, state, and LIP coca you nave a foreign address, also compiete spaces below (s
ee erections).
.ILTCN NH 0 3 8 0 9
Foreign country ^arra
Filing Status
Check only one
box,
Foreign postal ccde
d
7
0a
98
10
11
12
13
14
15a IRA distributions . 15a
18a Pensions and annuities 16a
17
18
19
20a
21
Total number of exemptions claimed
Wages, salaries, tips, etc. Attach Form(s) W-2
Taxable interest. Attach Schedule B if required
Tax-exempt interest, Do not include on line ea
Ordinary dividends. Attach Schedule B if required
Qualified dividends ...... ,
Taxable refunds, credits, or offsets of state and local income taxes
Alimony received
Business income or (loss). Attach Schedule C or C-EZ ..
Capital gain or (loss). Attach Schedule 0 if required. If not required, check here ~~
Other gains or (losses). Attach Form 4797
Adj usted
Gross
Income
Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E
Farm income or (foss). Attach Schedule F
Unemployment compensation
Social security benefits 120a b Taxable amount
Other income, List type and amount See Line 21 Statement
22
Combine the amounts in the far right column for lines 7 through 21. This is your total income tie
23 Educator expenses
23
24 Certain business expenses of reserests, performing artists, and
fee-basis government officials. Attach Form 2106 or 2106-EZ
25
Health savings account deduction. Attach Form 8889
26 Moving expenses. Attach Form 3903
27 Deductible part of self-employment tax. Attach Schedule SE
28 Self-employed SEP, SIMPLE, and qualified plans .
29 Self-employed health insurance deduction
30 Penalty on early withdrawal of savings .
31a Alimony paid le Recipient's SSN ~~
32 RA deduction
3.3 Student !can interest deduction
34
Tuition and fees. Attach Form 8917
35
Domestic production activities deduction. Attach Form 8903
36 Add lines 23 through 35
Exemptions
If more than four
dependents, see
rstructions and
check here lie 0
Income
Attach Form(s)
N-2 here. Also
attach Forms
W-20 and
1099-R if tax
was withheld.
If you did not
yet a W-2,
see instructions.
b Taxable amount . .
b Taxable amount .
15b
18b
17
10
11
12
13
14
. 29
30
31a
32
33
34
25
24
26
27
28
35
36
37
Subtract line 36 from line 22. This is your adjusted gross income II" 37
REV 02/25114 rro
Ferm 013)
For Disclosure, Privacy Act, and
Paperwork Reduction Act Notice, see separate instructions. Ebeak
EXHIBIT E
Intuit NHI20212 12121/06
FORM
NEW HAMPSHIRE DEPARTMENT OF REVENUE ADMINISTRATION
DP-10 -2D INTEREST AND DIVIDENDS TAX RETURN
041
For the CALENDAR year 2006or other taxable period beginning and ending
Due Cate for CALENDAR year is on or before April 17,2007 or the 15th day of the 4th month after the close of the taxable eerier'.
STEP 1
Please
Print or
Type
LAST NAME OF ADIVIDUAL OR PROPRIETOR
iiAVENSTEIN, Sr.
FIRST NAME AND INITIAL
l r;OCIAL SECURITY NUMBER
_
Walter P
LAST NAME
HAI NSTEIN
FAST NAME AND INITIAL 1 SPOUSE'S SOCIAL SECURITY NUMBER
Judith P
NAME OF PARTNERSHIP OR FIDUCIARY
FEIN OR DIN
(UMBER AND STREET ADDRESS
112 DeWitt Drive
III
I I. Pr ' i
auunEss (continued)
CITYTTCWN STATE ZIP CODE
Alton NH 0 3809
STEP 2 . 2
..
Entity Type
and Special
Return Type
r,,,DiviouAL
1-
(3) PAN TNERSHIP
X (I) JOINT (4) FIDUCIARY
ut NH Owiluiship Int
TAX FORMS MAILING ADDRESS, CITY/TOVVN,
STATE AND ZIP CODE:
_
Mo Day Year
Initial Return Established NH Residency
Final Return Abandoned NH Residency
Final Deceased SSN
Amended Return: DO NOT use this form to report IRS adjustment
STEP 3
COMPLETE THE SECOND PAGE OF THIS RETURN BEFORE PROCEEDING TO STEP 4
STEP 4
Figure Your
Tax, Credits,
Interest and
Penalties
10 Net Taxable Income (from Line 9)
11New Hampshire interest and Dividends Tax
(Line 10, if positive, multiplied by 5%)
12 Payments:
a Tax paid with Application for Extension
h Payments from current tax period Estimated Tax
c Credit carryover from prior tax period
d Paid with original return (Amended returns only)
13 Tax Due (Line 11 minus Line 12)
14 Additions to Tax:
a Interest
b Failure to Pay
c Failure to File
d Underpa ment of Estimated Tax
14d
10
11
12 a
12b
12c
12d 12
13
14a
14b
14c
14
STEP 5
Figure Your
Net Balance
Due or
Overpayment
15a Subtotal Due (Line 13 plus Line 14)
b Return Payment Made Electronically
15 Net Balance Due [Line 15(a) minus Line 15(b)j (Make
Check Payable to State of New Hampshire)
16 OVERPAYMENT
(If Line 15 is less than zero, enter on Line 16) .. _
17 Amount of Line 16 to be applied to:
a Next year's tax liability
bRefund Please allow 12 weeks for processing
15a
15b
PAY THIS AMOUNT
15
MI
16
DO NOT PAY '''
17 a
17 b
i
Urtier ' ,;Enalt0maf per-tory, I declare that I have examined his return and hi the best of my belief it is true, correct arid complete. If prepared by a person
other than the taxpayer, his declaration is based an all information of which the preparer has knowledge
POA: By checking this hoe and signing below, you authorize us to discuss this return with the preparer listed below.
Self Prepared
Date Saratute of Paid Preparer Othar Than Taxpayer Date
FOR DRA USE ONLY
Preparers Tax Identdication Number
Preparers Address
C.ty/Tcwn Stale Zari Code
013.10
Rev 1011/06
Signature (in lie) AND TITLE, IF FIDUCIARY
It joint return. 30TH ;lames must sign, oven d nnly Dale
cne had ,ncome
NH DEPT OF REVENUE ADMINISTRATION
MAIL DOCUMENT PROCESSING DIVISION
TO: P.O. BOX 2072 or 20: PO Box 1201
CONCORD NH 03302
DP-101
x
"
17 Amount of Line 16 to be applied to:
:....
(a) Next years tax liability 17f,)
(h) Refund -
Please allow 12 weeks for processing 17(5
)
FOR DRA USE ONLY
Under penalties of perjury, I declare that I have examined this return and to the best of my belief it is true, correct and temple e. (If
prepayby a person other than the taxpayer, !his declaration is based on 311 Information of which the preparer has knowledge.)
P . By,c p n this box
'going below, you authorize us to discuss this return with the preparer listed below.
54/ 1.7/
lu In ink Fdirciary Date P,"eparer's ias identrkation Number Preperer's Teiephole Number
if joint reiurn, BOTH pay Si sign, even if or-tpne had inporne Cale
1:i :lit k,t'72.
Signature fe ink) and Printed Name &Raid Prepener
Print Signatory Name
Paparer's Address
MAIL
NH DRA
TO:
PO BOX 2072
CONCORD NH 03302-2072
Taxpayer's reiephone Number
Gliyacvatt, Sale & Zip Code
OP-10
R e+ 29,21707
3
FORM
NEW HAMPSHIRE DEPARTMENT OF REVENUE ADMINISTRATION
1 DP-10 -2D
INTEREST AND DIVIDENDS TAX RETURN
041
For the CALENDAR year 2008 or other taxable period beginning and ending
Due
Date for CALENDAR year is on or before April 15,2009 or the 15th day of the 4th month after the close of the taxable period.
14 a
10
11
12 a
12b
12 c
12d
1.111 12
13
14b
14c
14d 14
MUMM
STEP 5
Figure Your
Net Balance
Due or
Overpayment
15a Subtotal Due (Line 13 plus Line 14)
b Return Payment Made Electronically
15 Net Balance Due [Line 15(a) minus Line 15(b)] (Make
Check Pa to State of New Hampshire ....... ..... able )
16 OVERPAYMENT
(If Line 15 is 'ess than zero, enter on Line 16)
T7 Amount of Line 15 to be applied to:
a Credit - Next Year's Tax Liability
b Refund
15a
15b
PAY THIS AMOUNT -0-
15
16
1
DO NOT PAY -*
17 a
17b
FOR DRA USE ONLY
Under peraitieS of penury, I declare that I have examines this return and to the hest of my helef it is true, correct and complete. (If prepared by a person
other than the taxpayer, this declaration is based on all information of which the preparer has knowledge.)
POA: 3y checking this box and signing below, you authorize us to discuss this return with the preparer listed below.
X
Signature (in ink)
Date