Tab 20 IRS Form 8038-GForm 8038.G InformationReturn for Tax -Exempt Governmental Obligations
0- Under Internal Revenue Code section 149(e) OM13 No. 1545-0720
(Rev. November 2000) 10- See separate Instructions.
Department of the Treasury Caution: If the issue price is under $100,000, use Form 8038-GC.
Internal Revernie Service
pporting_Authoriq If Amended Return, check here 0- El
I Issuer's name 2 Issuees employer identification number
8116001281
City of Kalispell, Montana I W
3 Number and street (or P.O. box if mail is not delivered to street address) Room/suite 4 Report number
312 First Avenue E, P.O. Box 1997 3 01
5 City, town, or post office, state, and ZIP code 6 Date of issue
Kali -spell., NIT 59903-1997 June 29,2006
7 Name of issue 8 CUSIP number
Special Improvement District No. 344 Bonds, Series 2006 48342N AV 7
9 Name and title of officer or legal representative whom the IRS may call for more information 10 Telephone number of officer or legal representative
Amy Robertson, City Finance Director 406 )758-7755
13fpe of Issue (check applicable b!jx(es) and enter the issue Eice) See instructions and attach schedule
11 El Education . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 El Health and hospital . . . . . . . . . . . . . . . . . . . . . . . . 12
13 El Transportation . . . . . . . . . . . . . . . . . . . . . 4 a 13
14 El Public safety . . . . . . . . . . . . . . . . . . . . . . a 4 .14
15 0 Environment (including sewage bonds) . . . . . . . . . . . . . . . . . . is
16 El Housing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Utilities *"woo.. 17
18 Other. Describe No- public improvements 18 4r5209000
19 If obligations are TANs or RANs, check box 1011- 0 If obligations are BANs, check box 0- El 00
20 If obligations are in the form of a lease or installment sale, check box w 10- 1:1
0 i q file
DescriLtion of Obliga ions. Complete for the entire issue for which this form is bei d
(c) Stated redemption (co Weighted
ta) Final maturity date (b) Issue price price at maturity aver�ge maturity (e) Yield
4.9520 49520,1000 10.§41 4.7376 </)o
21 07/0112026 1 $ 7000.1 $ years
Uses of Proceeds of Bond Issue (including undermWiters' discoun!)./ 22 7,9937
22 Proceeds used for accrued interest . . . . . . . . . . . . . . . . . . . . . 23 4,952OgOOO
23 Issue price of entire issue (enter amount from line 21, column (b)) . . . . . . . A . & 4
24 Proceeds used for bond issuance costs (including underwriters' discount) 24 156,1000
25 Proceeds used for credit enhancement . . . . . . . . . . . 25 0
26 Proceeds allocated to reasonably required reserve or replacement fund 26 452.1000
0
27 Proceeds used to currently refund prior issues . . . . . . . . 27 0
28 Proceeds used to advance refund prior issues . 0 29 6089000
29 Total (add lines 24 through 28) . . . . . . . . . . . . . . . . . . . . . . .
30 Nonrefunding proceeds of the issue (subtract line 29 from line 23 and enter amount herp)_.___ . 0 1 30 3j912,000
CM Descr . on of Refunded Bonds (Pomplete thispart only for refunding bonds.)
31 Enter the remaining weighted average maturity of the bonds to be currently refunded . . . years
_ye2r
32 Enter the remaining weighted average maturity of the bonds to be advance refunded . Ess
33 Enter the last date on which the refunded bonds will be called . . . . . . . . . . .
34 Enter the date(s) the refunded bonds were issued 01-
11MIRM Miscellaneous
35 Enter the amount of the state volume cap allocated to the issue under section 141(b)(5) . . . 35
36a Enter the amount of gross proceeds invested or to be invested in a guaranteed investment contract (see instructions) 36a
b Enter the final maturity date of the guaranteed investment contract 00-
37 Pooled financings: a Proceeds of this issue that are to be used to make loans to other governmental units
b If this issue is a loan made from the proceeds of another tax-exempt issue, check box 0- El and enter the name of the
issuer Pop- and the date of the issue 0-
38 If the issuer has designated the issue under section 265(b)(3)(B)(i)(1111) (small issuer exception), check box 0- V1
39 If the issuer has elected to pay a penalty in lieu of arbitrage rebate, check box . . . . . . . . . . . . 0- C1
40 If the issuer has identified a hedge, check box . . . . . .
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge
and belief, they are true, correct, and complete.
Sign
Here 6/29/06 Amy Robertson, City Finance Director
!§7ignature of iss'uier's authorized representafive Date Type or print name and title
For Paperwork Reduction Act Notice,, see page 2 of the Instructions. Cat. No. 63773S Form 8038-G (Rev. 11-2000)
G)
Graven
1: P
C H A R T E R E ___D___
July 3, 2006
470 U.S. Bank Plaza
200 South Sixth Street
Minneapolis, MN 55402
(612) 337-9300 telephone
(612) 337-9310 fix
http://www.kennedy-graven.com
Internal Revenue Service Center
Ogden, UT 84201
Re: Form 8038-G
SOFIA A. ESTRELLADO
Paralegal
Direct Dial (612) 337-9204
E-maA:sestreUado@kennedy-graven.com
CERTIFIED - RETURN RECEIPT
We have acted as bond counsel in connection with the issuance by the City of Kalispell, Montana
(the "Issuer") for the following issue:
$4,3520-5000
City of Kalispell, Montana
Special Improvement District No. 344 Bonds
Series 2006
On behalf of the Issuer, please find enclosed an Information Return for Tax -Exempt
Govermuental Bond Issues, Internal Revenue Service Form 8038-G, filed as report number 3-01,
CUSIP number 48342N AV 7. 1 have also enclosed a copy of the 8038-G form to be stamped
with the date filed. Please return the stamped form to me in the self-addressed envelope.
Very truly yours,
Sofia A. Estrellado
SAE ( i N
Enclosures
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