HomeMy WebLinkAboutNCP 2023-0004; ARCHIE ADDITION AND REMODEL; Nonconforming Construction Permit (NCP),,«,.-
(_ City of
Carlsbad
LAND USE REVIEW
APPLICATION
P-1
Development Services
Planning Division
1635 Faraday Avenue
442-339-2600
www.carlsbadca.gov
§ SUBMITTAL INFORMATION -ALL APPLICATIONS
NAME OF PROJECT: ARCHIE ADDITION AND REMODEL
BRIEF SUMMARY OF PROJECT: PROPOSE REMODEL AND 2ND STORY ADDITION TO AN EXISTING 1-STORY SFD.
APPLICATIONS APPLIED FOR: Check the appropriate boxes for the application types for which you are applying.
(CHECK ALL APPLICABLE BOXES)
Deve/oe_ment Permits (FOR DEPT. USE ONLY) Legislative Permits (FOR DEPT. USE ONLY)
□ Coastal Development Permit □ General Plan Amendment
0 Major D Minor OMap OText
□ Condltional Use Pennit □ Local Coastal Program Amendment
D Major D Minor D Amend/Ext. □Map OText
□ Day Care (Large) □ Master Plan
ONew D Amend/Ext. D New Plan D Amend
□ □ Specific Plan
Environmental Impact Assessment D New Plan □Amend
□ Habitat Management Permit D Zoning Change
D Major D Minor OMap 0 Te,ct
□ Hillside Development Permit Misc. Permits D Major D Minor D Amend/Ext. (FOR DEPT. USE ONLY)
fZl Nonconforming Construction Permit lld'll>»-.,,.~ D Planning Determination
D City Planner D PC Appeal
□ Planned Development Permit D Historic PreservaUon D Residential D Non-Residential
0 Major D Minor 0 Amend D Register 0 Mills Act
D Precise Development Plan □ Reasonable Accommodation
□ Site Development Plan FOR CITY USE ONLY:
D Major D Minor DEV CASE NO.: nE'nmJ, -anfREC. BY:
□ Special Use Permit DATE ST AMP APPLICATION RECEIVED
□ Tentative Parcel Map (Minor Subdivision) CITY OF C/\Rl.SSAJ t,1t" □ Tentative Tract Map (Major Subdivision) SEP 1 71013
□ Variance
D Major D Minor PLANl'JING U1\/iSiDN
NOTE; A PROPOSED PROJECT REQUIRING APPLICATION SUBMITTAL MUST BE
MADE BY APPOINTMENT OR THR"' 'GH THE CSS "NLl••E PORTA• .
P-1 Page 1 of 5 Revised 07123
WHAT IS A PROJECT APPLICATION?
A Land Use Review Application is the primary means by which the Planning Division collects information
necessary to initiate plan review for a proposed development project and to schedule a development
project for discretionary review. Discretionary review is necessary to evaluate conformance with
regulations, standards, policies, and guidelines before a permit can be issued.
To help ensure a complete and accurate submittal, the Planning Division has developed submittal
requirements and corresponding checklists. Please review the following information to learn more about
the city's intake and review procedures. Many projects that require a permit from the Planning Division
might also require an engineering or building permit to implement the project. Consult with planning
staff before submitting a development permit application.
WHAT IS THE PROCESS?
P-1
The application permit type, review, and approval process vary from one development project to
another; however, there are similar steps involved with each discretionary project. The city's
Discretionary Permit and Service Guide provides a high-level overview of that process, which is also
briefly summarized below. If you are unfamiliar with the planning application process, we recommend
that you speak with Planning staff before attempting to prepare an application submittal. Planning
staff can explain supplemental materials that must be submitted with an application and confirm the
required fees for successful intake.
1. Application Intake. Project review will not begin unless a duly filed application has been accepted by
the Planning Division. Each application submitted to the Planning Division is required to have the
Minimum Submittal Intake Requirements (i.e., requested forms and information in the application
packet) and all processing fees paid before it will be accepted (called "duly filed").
2. Application Review. After your application has been accepted for processing, a planning case
number will be assigned and the application will be routed to the appropriate city departments and
referral agencies for review. The status of the permit application and progression of the city's review
can be tracked through the CSS Online Portal.
3. Starting the "Clock:" The Planning Division has developed policies to help ensure that discretionary
permit applications are timely processed in accordance with the Permit Streamlining Act. The Act's
shot clock starts on the intake date the Planning staff accepts a duly filed application.
4. Staff Response. Division policy requires the case planner to compile department comments and
complete city review by notifying the Applicant, Property Owner, or Agent within 30 days of whether
the application is complete. (There might be circumstances that dictate a different processing
timeline.) The city review letter will include written notice of the status of your application as
"incomplete" or "complete."
• Incomplete -If the application is determined to be incomplete, staff will detail the missing
information in a city review letter. A city review letter might also identify specific outstanding
review issues with the project, and any other required materials or applications to address
conformance with regulations, standards, policies, and guidelines.
• Complete -If the application is determined to be complete then the next steps of the
planning process will begin, and the permit application will be scheduled to be reviewed for
approval, conditional approval, or denial.
S. Cycle Reviews. After you provide a response to city comments the Planning Division will re-examine
the permit application. Each time you resubmit plans or missing application materials, the cycle of
30-day review will continue until the application is determined to be complete.
6. Environmental Clearance. When Planning staff determines the application is determined to be
complete, and the project has a stable project description, then the city has an additional 30 days to
determine the level of environmental review required. The time needed to complete the
environmental study is determined by the type of environmental review required.
Page 2 ol 5 Revised 07123
7. Decision-Making Process and Action. After the environmental documentation has been prepared,
the project will be scheduled to go before the decision-making body, which either approves or denies
the application, or more commonly approves the application subject to conditions of approval. Most
planning actions require a public notice of a hearing. The method of advertising might vary.
WHAT IS NEEDED FOR FORMAL APPLICATION SUBMITTAL?
P-1
Use the following information in this section to assist you in preparing your land Use Review Application
for intake processing.
Application intake and project review will not begin unless a "duly filed" application package has been
submitted and all required elements are accepted by the Planning Division. For the Planning Division to
consider a project application "duly filed," the application must be accompanied by all items specified in
the Minimum Submittal Intake Requirements Checklist(s) {e.g., plan sets, letters of authorization, etc.).
The application must be accompanied by all required supporting materials (architectural plan sets,
photographs, etc.). Please also review the city's Master Fee Schedule in addition to any required
applications or forms listed. If you are missing documents or required information, including payment
of fees, the city will not accept your application.
What do I need to bring to my intake appointment to have the application accepted?
1. land Use Review Application -Form P-1. Complete the cover page of this document.
2. Download and Complete Required and Supplemental Forms. Download all required forms
(refer to Submittal Forms Referral Matrix at the end of this document). The required forms
for each application permit type list the documents or required information needed for
Planning staff to accept the application for intake processing. Each required and
supplemental form is accessible online through the following link:
htt ps ://www .ca rlsbadca .gov/ departments/ comm u n ity-deve[o pment/perm its-a ppl icatio n s-
fo rms.
3. Assemble Project Plans and Drawings. The application must be accompanied by plans,
accurately showing existing and proposed structures on both the subject property and on
immediately adjoining properties, showing the minimum requirements per Info Bulletin (lli:
201), unless a different requirement is specified on the application form. Certain application
types might require additional information to be submitted with the application package.
The project plans and drawings must include the exhibits or technical drawings to convey the
project scope, existing conditions, design or other site parameters as specified.
4. Designate a Single Point of Contact for the Application. A single point of contact should be
designated to handle all city communications and to track the progress of your application.
An "Applicant" generally is a person with a lasting interest in the completed project such as
the Property Owner or a lessee/user of the subject property. An "Agent" can be the person
filing the application on behalf of the Applicant and Property Owner.
5. Pay all Applicable Fees. Projects are NOT considered to be submitted until all intake invoices
are paid and proof of payment for the required intake fee amount is received for each
application permit type. Should the actual cost of staff time exceed the initial fee paid, an
additional fee for time and materials may be billed upon completion of the intake review,
hearing process or permit approval, as necessary.
Page 3 of 5 Revised 07/23
6. Submission Standards. All required plans that are submitted by hardcopy must be printed
on 24" x 36" sheets and collated into complete sets, stapled, then folded to 9" x 12" or the
smallest scale possible when submitted (with !ower right-hand corner of plan visible).
7. Digital Submittals. Applicants, Property Owners, or Agents must submit digital files with the
application at initial submittal and at approval. All digital submittals, CAD flies, and PDF files,
must be made via OneDrive (cloud storage service), email, or by using a flash drive and meet
certain electronic submission standards set by the Planning Division. Plans and documents
submitted via CD will not be accepted. If you prefer to submit via OneDrive, email
planning@carlsbadca.gov to coordinate digital submittal.
Planning staff may reject submittal of a Land Use Review Application if the submittal fails to include all
the appropriate items listed above. All Planning applications must be submitted in person at the
Planning Division or through the CSS on line portal. Applications submitted by mail or email will not
be accepted.
If you have any questions regarding application submittal requirements {i.e., clarification regarding a
specific requirement or whether all requirements are necessary for your particular application) please
contact the Planning Division at (442) 339-2600 or email planning@carlsbadca.gov.
NOTE: SOME PERMIT APPLICATION TYPES MAY BE SUBMITTED THROUGH THE CSS ONLINE PORTAL OTHER.
OTHER APPLICATIONS MUST BE SUBMITTED BY APPOINTMENT THROUGH AN ONLINE SCHEDULING
SYSTEM•. PLEASE VISIT THE PLANNIG DIVISION'S PERMITTING SERVICES WEBSITE TO LEARN MORE ABOUT
THE SUBMISSION PROCESS.
*SAME DAY APPOINTMENTS ARE NOT AVAILABLE.
WHAT MAKES AN APPLICATION COMPLETE?
P-1
The section above discusses the minimum information needed to file an application and have it accepted
for intake processing. This section discusses how to complete the application and city review before a
permit can be issued.
During the city review period, the case planner ensures that the application is complete and technically
accurate and reviews the project against city policies and regulations. To complete city review, the
application that you submit must include adequate information necessary for project analysis to
demonstrate compliance with all applicable ordinances and codes.
A detailed set of requirements for each permit type is listed in each form/application. For the Planning
Division to determine that a Land Use Review Application is complete, it must contain all of the required
information listed on the Completeness Determination Requirements Checklist(s).
Download all information that is listed as required in the applicable form checklist{s). This might
include detailed information about what to provide on plans or declare within the application forms,
depending on the type of project you are proposing. Initial submittals that are complete and accurate
help streamline the city's review processes, allows the city to issue permits more quickly, and save you
time and money. After submittal and following initial review of the permit application, additional
information and/or corrections may be requested by city staff to complete review and approve the
application.
Page4of5 Revised 07/23
IMPORTANT: A Grant Deed is required if the ownership does not match city records. Ownership on the
deed must correspond exactly with the ownership listed. If the owner noted on the Grant Deed does not
match the person signing as Property Owner, provide paperwork documenting the person signing is
authorized to sign as a Property Owner.
Whenever any excavation, fill, or other project-related improvement requires entry onto adjacent
property for any reason, the Land Use Review Application shall include the written consent or legal
easements or other property rights of the adjacent property owner or their authorized representative,
and shall include such consent with the application package. The application will not be deemed
complete unless and until aU necessary consent documents are so filed. The consent shall be in a form
acceptable to the City Planner. If the proposed improvements on the adjacent property change the
nature of the property's development rights (or implied bundle of rights), the city might require
recordation of a Covenant and Agreement for Offsite Improvements and Release of Liability as a
condition of project approval.
Does the project's limits of disturbance encroach on property not owned by the Property Owner?
D Yes IZI No If yes, attach adjacent owner authorization.
PARTS. Owner Declarations (to be signed by Property Owner)
I/We hereby certify under penalty of perjury that I have read the information below and that:
1. I/We understand that it is the responsibility of the Applicant to substantiate the request through
the requirements of the application.
2. I/We understand that if there is a zoning violation on the property, application review may be
delayed. Any unpermitted structures or uses must either be removed or legalized at part of this
application.
3. I/We understand that if this application is approved, I/we may be required to record a covenant
with the County Recorder's Office, the form and content that is satisfactory to the City and its
City Attorney, to notify future owners of the project approval and restrictions.
4. If this Land Use Review Application is approved or conditionally approved, I/we hereby certify
that I/we will comply with all conditions attached to the approval action. I/We understand that
the failure to comply with any conditions shall constitute grounds for the revocation or
modification of the approval, permit, or other authorizations provided.
S. Prior to any use of the project site pursuant to the permit issued, all conditions of approval (if
any) will be completed or secured in the manner as stated or required.
Property Owner Signature(s): __ S,=t»~~~-· ~,«/~u,/4,:,,=~· ____________ _
Name(s)c STORMIE ARCHIE Datec_0_9_/0_6_/2_3 ___ _
Page 2 of 6
P-1(A) Form Rev 612023
PARTC. Project Team Information (complete all applicable fields)
Applicant: 121 Same as Owner 0 Different from Owner
Name (if different from Owner): _______________________ _
Company or Firm: _____________________________ _
Contact Address: _____________________________ _
City: ____________ State: ___________ Zip Code: _____ _
Agent or Representative: □ Same as Applicant IZI Different from Applicant ON/A
Name (if different from Applicant): _D_E_R_E_K_B_E_R_G _________________ _
Company or firm, MADESIGN AND DRAFTING SERVICES
Contact Address, 12975 BROOKPRINTER PL., SUITE 270
City: POWAY State: _C_A __________ Zip Code: _9_2_0_64 __ _
Other (specify Architect, Engineer, CEQA Consultant, etc.): ______________ _
Name: ________________________________ _
Company or Firm: _____________________________ _
Contact Address: _____________________________ _
City: ____________ State: ____________ Zip Code: _____ _
NOTE: A Letter of Authorization (LOA) from the Property Owner empowering a person or persons to act
on the behalf of the Property, is required if anyone other than the Property Owner signs the Land Use
Review Application as the Applicant or Agent. The authorized person (Applicant or Agent) on the LOA
must correspond with the name and signature, above.
PART D. Single "Point of Contact" Designation
A single "point of contact" is an individual that handles all communications with the city and its review
team for the purposes of sending and receiving application materials, information, reports, etc. The
point of contact is to be the single individual elected on the Land Use Review Application form for off
communications and to remain as the primary contact for al/ status updates relating to the Land Use
Review Application.
Single Point of Contact: D Applicant D Property Owner 0 Agent D Other _______ _
Page 3 of6
P-1(A) Form Rev 6/2023
PART E. Contribution Disclosure
Has the Property Owner, Applicant, or Agent had more than $900 worth of business transacted with any
member of city staff, Boards, Commissions, Committees and/or Council within the 'past 12 months?
□ Yes IZI No If yes, indicate person(s): ____________________ _
NOTE: Attach additional sheets if necessary.
PART F. Applicant Declarations (to be signed by Applicant)
I hereby certify under penalty of perjury that I have read the information below and that:
1. I have carefully reviewed and prepared the application and plans in accordance with the
instructions.
2. I understand that the specific information needed to initiate planning case processing
corresponds to those items listed in the application form's "Minimum Submittal Intake
Requirements Checklist." I also understand that even if the application is duly filed and
accepted for intake processing, each application submitted to the Planning Division is
required to have specified information included in the application packet before it is
determined to be complete. The specific information to determine completeness is in
"Completeness Determination Requirements Checklist."
3. The Planning Division has developed policies to help ensure that discretionary permit
applications are timely processed. The Permit Streamlining Act shot clock starts on the intake
date the Planning staff accepts a duly filed application.
4. J understand that once an application is determined to be complete, project or design changes
that will increase the number of units, add uses that were not previously listed, substantially
change the site plan, or other changes that trigger the need for additional discretionary
approvals will require a new application, or the filing of other application permit types, which
would restart the review "clock" and extend processing timelines.
S. I understand that upon city review, additional information, documents, reports, entitlements
and fees might be required, including any referral fees. I understand that all fees and deposits
submitted with this application will be refunded only as provided for by the ordinances,
regulations, or policies in effect at the time of the application submittal.
6. I understand that it is my responsibility to ensure that statements are true, that discrepancies do
not exist between the project's description on the application, the architectural plans and the
structural plans. If discrepancies exist between the architectural plans and the structural plans,
the architectural plans shall take precedence. Ultimately, the scope of work, as described on the
permit that authorizes construction, takes precedence over the plans. If there is a discrepancy
between the plans and the description on the permit, the permit governs.
Page4of6
P-1(A) Form Rev 6/2023
7. I understand that all materials submitted in connection with this application might become
public record subject to inspection and copying by the public. I acknowledge and understand
that the public might inspect and copy these materials and that some or all of the materials
might be posted on the city website or elsewhere online, outside of the city's control.
8. 1 understand there are no assurances at any time, implicitly or otherwise, whether provided to
me in writing or by oral communications regarding final staff recommendations to the decision-
making body about this application or the determination of any decision-making body.
9. If the project is approved or conditionally approved, the approved plan set of project drawings,
civil plans/grading, sections, site plans, floor plans, architectural elevations, and landscape plans
shall not be altered without express authorization by the City Planner. Once a permit has been
issued, the Applicant may request permit modifications. "Minor" modifications might be granted
if found by the City Planner to be in substantial conformity with the approved plan set, including
all exhibits and permit conditions. Modifications beyond the scope described in the approved
plan set might require submittal of an amendment to the permit and approval by the authorized
review body.
10. Should any proponent of the project fail to file a timely and valid appeal of the permit within the
applicable appeal period, such inaction shall be deemed to constitute acceptance of the permit
by the Applicant; and agreement by the Applicant to be bound by, to comply with, and to do all
things required of or by the Applicant pursuant to all of the terms, provisions, and conditions of
the issued permit or other approval.
11. As part of this application, the Applicant hereby agrees to defend, indemnify, and hold harmless
the City of Carlsbad, its Council, boards and commissions, officers, employees, volunteers, and
agents from any claim, action, or proceeding against the City of Carlsbad, its Council, boards and
commissions, officers, employees, volunteers and agents, to attack, set aside, void or annul an
approval of the application or related decision, including environmental documents, or to
challenge a denial of the application or related decisions. This indemnification shall include, but
not be limited to, damages awarded against the city, if any, costs of suit, attorneys' fees, and
other expenses incurred in connection with such claim, action, causes of action, suit or
proceeding whether incurred by Applicant, city, and/or the parties initiating or bringing such
proceeding. The Applicant shall indemnify the city for all of the city's costs, attorneys' fees, and
damages that the city incurs in enforcing the indemnification provisions set forth herein. The
Applicant shall pay to the city upon demand any amount owed to the city pursuant to the
indemnification requirements prescribed.
Page 5 of6
P-1(A) Form Rev 6/2023
By signing below, I hereby agree to defend, indemnify and hold harmless the city and I certify that the
application I am submitting, including all additional required information, is complete and accurate to
the best of my knowledge. I understand that any misstatement or omission of the requested
information or of any information subsequently requested might be grounds for rejecting the
application, deeming the application incomplete, denying the apptication, suspending or revoking a
permit issued on the basis of these or subsequent representations, or for the seeking of such other and
further relief as deemed by the City of Carlsbad.
Name: STORMIE ARCHIE Date: 09/06/23
This form must be stapled/attached to the application and shall be effective until replaced or
revoked in writing.
Page 6 of 6
P-1 (A) Form Rev 6/2023
PART A. Project Summary Information
NAME OF PROJECT: ARCHIE ADDITION AND REMODEL
APPLICATION PERMIT TYPES REQUESTED: NONCONFORMING CONSTRUCTION PERMIT
ACCESSOR PARCEL NUMBERS: _2_05_-_1_6_0-_6_1_0_0 ____________________ _
PROPERTY ADDRESS: 3332 DONNA DRIVE
CONTACT: □ Appncant k= 121 Agent
Signature: :::;;;ee:::;22::4
Name: DEREK BERG Date: 09/06/23
Fully describe the proposed project by application type. Include any details necessary to adequately explain the
scope and/or operation of the proposed project. You may also include any background information and
supporting statements regarding the reasons-for, or appropriateness of, the application. Use an addendum sheet
if necessary.
EXISTING GARAGE ENCROACHES THE SIDE YARD SETBACK ON THE NORTH. PROPOSED
REMODEL AND ADDITION DOES NOT ADD TO THE NON-CONFORMANCE. CBR2023-3596.
Page 2 of 4
P-l(B) Fonn Rev 612023
PART B. Supplemental Information
Denote whether the following items are applicable to the project or if any portion of the property located within any of the
following? Use an addendum sheet to further describe all items marked "yes" in this list (attach additional sheets as
necessary).
1. A very high fire hazard severity zone, as determined by the Department of Forestry
and Fire Protection pursuant to Government Code§ 51178 for State Responsibility
Areas; or any official local maps published pursuant to Government Code§ 51178
for Local Responsibility Areas.
2. Wetlands, as defined in the United States Fish and Wildlife Service Manual, Part
660 FW 2 {June 21, 1993).
3. A hazardous waste site that is listed pursuant to Government Code§ 65962.S or a
hazardous waste site designated by the Department of Toxic Substances Control
pursuant to Health and Safety Code§ 25356 of the Health and Safety Code.
NOTE: Certification of compliance required on Form P-l(C}.
4. A special flood hazard area subject to inundation by the 1 percent annual chance
flood (100-year flood) as determined by the Federal Emergency Management
Agency in any official maps published by the Federal Emergency Management
Agency.
5. A delineated earthquake fault zone as determined by the State Geologist in any
official maps published by the State Geologist.
6. Any historic or cultural resources known to exist on the property.
7. The project requires any approvals under the Subdivision Map Act, such as a parcel
map, a tentative map, or a condominium map.
NOTE: If "yes," you may need to complete Form P-l(E) and Form P-l{F).
8. The project require a Density Bonus Approval.
NOTE: if "yes," you must complete Forms P-l(H}.
9. The project site located within the Coastal Zone.
NOTE: If "yes," you may need to complete Form P-6 and/or Form P-7.
a. If "yes," does any portion of the property contain wetlands, as defined in Title
14 of the California Code of Regulations§ 13577.
Yes
□
□
□
□
□
□
□
□
□
□
No
0
\ZI
IZl
0
□
Page 3 of 4
P-l(B) Form Rev 6/2023
' .
b. If "yes," does any portion of the property contain environmentally sensitive
habitat areas, as defined in Public Resources Code§ 30240.
Yes No
□ □
NOTE: If "yes," you may need to complete Form P-17 or Form P-18.
c. If "yes," does any portion of the property contain a tsunami run-up zone or □ □
mapped inundation area.
d. If "yes," does any portion of the property contain any public access to or along □ □
the coast.
10. The project impacts a stream or other resource that may be subject to a stream bed □
alteration agreement pursuant to Chapter 6 (commencing with Fish and Game
Code§ 1600.
11. Any portion of the property is subject to any recorded public easement, such as 0 □
easements for storm drains, water lines, and other public rights of way.
I/We declare under penalty of perjury that I/we have reviewed this Affidavit and the information furnished is true
and correct.
Name, _D_E_R_E_K_B_E_R_G---,,-----=~----------
Signature: --~~~-~~---=--22·~,...~----------------
This form must be stapled/attached to the application and shall be effective until replaced or revoked in writing.
NOTE: The Applicant, Property Owner, or Agent should use this form when submitting project revisions to update
the information provided in response to issues raised by during the course of the city's review.
Page 4 of 4
P. 1 (B} Fonn Rev 6/2023
PART A. Requested Environmental Clearance (All Projects)
□ DON'T KNOW/ UNKOWN. lt is unknown how CEQA applies to this project.
□ CEQA APPLICABILITY -NOT A PROJECT. The requested activity associated with the application
package is NOT a "project" as defined by CEQA (Public Resources Code§ 21065; CEQA Guidelines
§ 15378.
Applicable Public Resource Code or CEQA Guidelines Sec.: ______________ _
EXEMPT FROM ENVIRONMENTAL REVIEW. An Applicant, Property Owner, or Agent
contemplating using a CEQA exemption should carefully review both the Public Resources Code
and the State CEQA Guidelines to determine whether specific criteria apply that may or may not
be applicable to their proposed project. To assist the city in assessing whether the proposed
project is exempt from further review, the Applicant, Property Owner, or Agent may be asked to
provide written explanation and substantiate the requested exemption (see below).
;J Ministerial. The requested activity is exempt from further CEQA review because
it is specifically excluded from CEQA consideration as defined by the State
Legislature. These exemptions are delineated in Public Resource Code §§ 21080
et seq. and CEQA Guidelines.
Applicable section:----------------------~
t:/ Categorical. The requested activity is exempt from further CEQA review because
it belongs to a list of classes of projects that generally are considered not to have
potential impacts on the environment. Categorical exemptions are identified by
the State Resources Agency and are defined in the CEQA Guidelines §§ 15300-
15333. ADDITIONAL DOCUMENTATION MUST BE ATTACHED. Written evidence
must include why the quested exemption is not negated by some sort of an
exception to the exemption, pursuant to CEQA Guidelines §15300.2 and Chapter
19.04 of the Carlsbad Municipal Code.
0 Other type of exemption, such as Agricultural Housing, Affordable Housing, and
exemption for residential projects in a specific plan, etc. {Article 12.5 ofthe CEQA
Guidelines;§ 15182; § 15183; Public Resources Code§ 21155.1; etc.) ADDITIONAL
DOCUMENTATION AND/OR CHECKLIST MUST BE ATTACHED.
□ ENVIRONMENTAL DOCUMENTATION REQUIRED. Environmental review is required under CEQA
because the project does not qualify for an exemption. This Environmental Information Form will
be used to assist staff in determining what type of environmental documentation (i.e.,
Environmental Impact Report, Mitigated Negative Declaration, or Negative Declaration) will be
required to be prepared, per CEQA and Chapter 19.04 of Carlsbad's Municipal Code. The city will
typically complete its initial environmental study thirty days after an application is determined
complete, consistent with Public Resources Code§ 21080.2; CEQA Guidelines§ 15102, unless the
timeframe is extended.
Page 2 of 5
DR,HT P-l(lll Form Re, 6/202.l
PART B. Property and Project Screening Information (If Applicable)
This section is to be completed only if further environmental review and documentation is required (such
as an Environmental Impact Report, Mitigated Negative Declaration, or Negative Declaration. After your
Land Use Review Application is complete, the City Planner will request the preparation of an Initial Study,
which will rely, in part, on the information provided in this form. If you believe that a previously completed
CEQA document adequately addresses the environmental impacts of the proposed project, a Petition for
Use of Prior CEQA Document or tiering checklist (as required by CEQA) may be filed which will be reviewed
and considered. It is important to note that the details of the request must be carefully evaluated and
Planning staff's recommendation or decision for environmental review may change.
NOTE: If you have any questions regarding what constitutes an environmental resource of concern,
Planning staff may be contacted for further information. The clarity and accuracy of the information you
provide is critical for purposes of quickly determining the specific environmental effects of your project.
1. Describe each item as it relates to the PROJECT SITE:
a. Existing land uses/ structures: _S_l-'-N'--G'--L_E-'-F_A_M-----'IL'--Y_H_O.cM ___ E __________ _
b. Topogcaphy / slope, FLAT WITH GENTLE SLOPE TOWARDS THE FRONT
c. vegetat;on, EXISTING LANDSCAPING
d. Wildlife: NIA ------------------------
e. Surface waters: NIA ---------------------------
f. Cultural/ historical resources: _N_/_A ____________________ ~
g. Other: _____________________________ _
2. Describe each item as it relates to the SURROUNDING AREA:
a. Existing land uses/ structures: _S_I_N_G_L_E_F_A_M_I_L_Y_H_O_M_E_S ___________ _
b. Topog,aphy / slope, RELATIVELY FLAT
c. vegetation: EXISTING LANDSCAPING
d. Wildlife: N/A ------------------------
e. Surface waters: NIA ---------------------------
f. Cultural I historical resources: N/A ----------------------
g, Other: _____________________________ _
Page 3 of s
ORAi' r P-l{DI l·onn Re,()/~(>~]
3. Describe the whole action involved, including but not limited to later phases of the project, and any
secondary, support, or off-site features necessary for its implementation.
CONSTRUCTION OF A SECOND STORY, INTERIOR REMODEL
4. What steps can be taken to mitigate any adverse effects that may result from this project? list the
adverse effect first, then the mitigation measure(s) to reduce that effect.
WASTE FROM CONSTRUCITON -MITIGATED BY RECYCLING/
PROPER WASTE MANAGEMENT
Are the following items applicable to the project or its effects? Discuss off items checked "yes" (attach
additional sheets as necessary).
5. Change in existing features of any bays, tidelands, beaches, or hills, or substantial
alteration of ground contours.
6. Change in scenic views or vistas from existing residential areas or public lands or
roads.
7. Change in pattern, scale or character of general area of project.
8. Significant amounts of solid waste or litter.
9. Change in dust, ash, smoke, fumes or odors in vicinity.
10. Change in ocean, bay, lake, stream or ground water quality or quantity, or
alteration of existing drainage patterns.
10. Substantial change in existing noise or vibration levels in the vicinity.
11. Site on filled land or on slope of 10 percent or more.
12. Use of disposal of potentially hazardous materials, such as toxic substances,
flammables or explosives.
13. Substantial change in demand for municipal services (police, fire, water, sewage,
etc.}.
14. Substantially increase fossil fuel consumption (electricity, oil, natural gas, etc.).
15. Relationship to a larger project or series of projects of the same type in the same
genera! area.
Yes No
□ 1,,21
□
□ l'2l
□ \ZI
□ fZI
□ l2l
□ 0
□ fZl
□ f2l
□
□ \ZI
□ f2l
Page 4 of 5
DKAFT P•l(Dl Forni Rn 6/'.'.0'.'..'l
Yes No
16. Site with tree groves, rock outcroppings, or similar resources.
17. Site with sensitive plant or animal habitats, defined by the California Endangered
Special Act (Fish and Game Code §§ 2050 et. seq.) or the Federal Endangered
Species Act (16 U.S.C. §§ et. seq.); or sensitive, rare, candidate species of special
concern; endangered or threatened biological specials or their habitat (specifically
including sage scrub habitat for the California Gnatcatcher); or the site is
immediately adjacent to a corridor or larger area which has wildlife movement.
□
□
18. Site has known archaeological or cultural resources from either historic or D
prehistoric periods.
19. Site has buildings or structures, including houses, garages, barns, commercial
structures, etc. with extant architecture that are usually more than 45 years old.
□
NOTE: The city requires completion of this form for informational purpases. An affirmative response to any
of the items does not necessarily trigger special or additional CEQA review. Any environmental studies (i.e.,
biological, cultural resource, traffic, noise) that ore necessary to substantiate a "no impact" or "yes impact"
determination should be submitted as on attachment to this Environmental Information Form to help
expedite the city's environmental review but IS NOT required to complete your application. Formal
environmental review does not begin the Land Use Review Application is determined to be complete.
A few statutes or ordinances require agencies to make decisions on permits within time limits that are so
short that review of the project under CEQA time limits would be difficult. To enable the city to comply
with the Permit Streamlining Act and CEQA, the case planner will deem an application for a project not
received for filing under the statute or ordinance until such time that progress toward completing the
environmental documentation required by CEQA is sufficient to enable the city to finish the CEQA process
within the shorter permit time limit.
This form must be stapled/attached to the application and shall be effective until replaced or revoked
in writing.
PageSofS
DRi\F r P-1{])) Fonn Rt, 6.'~(l~.1
~ Loadino & Unloadin.o [!I □ □ □ □
□ Fuelino □ I I □ □ □
D Maintenance & Repair □ □ □ □ □
□ Vehicle & Eauioment Cleanina □ □ □ □ □
D Other: □ □ □ u □ u
B. Management of Storm Water Discharges (see Fact Sheet BL-7)
Select one ontion for each feature below:
• Storm drain inlets and catch basins . ~ are not proposed D will be labeled with stenciling or signage to
discouraoe dumoina (SC-Fl
• Interior work surfaces, floor drains & ~ are not proposed □ will not discharge directly or indirectly to the MS4
sumps ... or receiving waters
• Drain lines (e.g. air conditioning, boiler, D are not proposed WI will not discharge directly or indirectly to the MS4
etc.) . or receiving waters
• Fire sprinkler test water . ~ are not proposed D will not discharge directly or indirectly to the MS4
or receivinQ waters
Provide discussion/justification for source control BMPs that will not be implemented (either partially or fully):
E-36 Page 3 of 4 Revised 04/23
NOTICE
Attached is the document you (or someone on your behalf)
requested. As required by Section 12956.1(b)(1) of the California
Government Code, please take note of the following:
If this document contains any restriction based on race, color,
religion, sex, gender, gender identity, gender expression, sexual
orientation, familial status, marital status, disability, veteran or military
status, genetic information, national origin, source of income as
defined in subdivision (p) of Section 12955, or ancestry, that
restriction violates state and federal fair housing laws and is void, and
may be removed pursuant to Section 12956.2 of the Government
Code by submitting a "Restrictive Covenant Modification" form,
together with a copy of the attached document with the unlawful
provision redacted to the county recorder's office The "Restrictive
Covenant Modification" form can be obtained from the county
recorder's office and may be available on its internet website. The
form may also be available from the party that provided you with this
document. Lawful restrictions under state and federal law on the age
of occupants in senior housing or housing for older persons shall not
be construed as restrictions based on familial status.
If this cover page is a copy which has been transmitted to you by
facsimile, email or other form of electronic transmission, please note
that the notice above appears in the original cover page in 14-point
bold face type.
·',-
Doclaratlon of Re~Lr1ctiona
]';1g1J 3
IN WITNESS WHEREOF, we have hereunto aet OU.I' hands the day
rir1U Y'"ar first !1ereinabove written.
~'i'.',':''•; rr· Ci1LJ.:1UHNlA~
;i,U:'\1,/ o'.' .~il:"I [JLC/;0~
0,1 /V"·' :c1r, ~--..,_,,)-; r9.J.~T before me, the ui,derslgne0, 11
;,'o;;a1'y ruh.1.i•J ln e.rJ.d for said County and State, per3onally appea:·t•U
G'c.•orge R. firU<.t.011 and Hilda 0, Bratton, known to me to be c;he person:;
\·.'ho:;e name~ s1,.,.il3cr:l.bcd to the within inatrument.., and known ·~o r.1f'e thn·.
·~i:e:1 ~xe::ulid ti1e:: ::swue,
' Order: 400-2381892-37
Doc 8015--479 RECBCK OFFICIALBCK
Wi''l'\T;;;ss my haftd and official acal.
oun
K y F. Christianaf!Jl /"'# ...._. _ _.✓f,,,.· .... E r,,.,..-.i
Page3of4 Requested By: Luisito Alfonso , Printed: 9/20/2023 3:11 PM
IX'r:J.araLion of ]leetrlct.lone
l'il/',C l.j
OF CJ\LH'OF1Nl/\ ~
:,;,11,:,;; or .;~r, IJ_\l?C')~
,,
on #~_..,.,.,~_,/ #.S""; 1r,r9 before me, the underetgm•u, :1
'>>',;u•:; J•uLJ.1,; ln nnJ for sale! County and Stata, personally a[JI,e3rod
,;,;_11, M. ,-,raL•.o:i, known to me to be the per'9C>n whoi3e nur.1,:, auU:;;,;!'iL,~d 1-,,
=,,_• 11:·1.1.ir1 _;n:itrument, and acknowledged to me thaL he Gxecut•ifl l!1e ,;a1,•··
'rll'l'NESS
1: "'. l, r ~'Om~ 1r, I
.d/1 l,cC('.0)
official 'Jeal,
,zs e -11-,~'i u11 ,NaUe'""''3 ,,.->1: before ma, the i;:rnJ•:rs.i.i.'.r:,;;a, <t
·, • 0.1·_,, ·-•:1,~ ;_,;: 1n ctnU. ror oa1.d County and state, paruonally a1,pcaT"r:(,
,:,..,:·• !ledr;:::v. and Rlllle Mar.l.c Hedrick, known to me to be dic f,e1·~0:1;
,., ,•,•;r, :,:itr.t::J .>u~•ucrlbcd to the wlth!n ln3trument, ond aci-cnowJ.c;Jr00 ;..o
r;c, ·~-,a~ ',r,r,;; executed thr. sarn~.
WlTNE:~s my hand and {>!'riclal s~al
' ·,/_.j
.,',';'
Order 400-2381892-37 Page 4 of 4 Requested By: Luisito Alfonso , Printed: 9/20/2023 3:11 PM
Doc: 8015-479 RECBCK OFFICIALBCK
ACKNOWLEDGMENT to 6mn-\-beec\
A notary public or other officer completing this
certificate verifies only the identity of the individual
who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validitv of that document.
State of California
county of San Diego
On _9~+-l l~L-=+-/l~q~ ___ before me, Jenna DiMartini, notary public
Onsert name and title of the officer)
personally appeared \:(, i rchRK:} 11 &h \o, e,\c.,
who proved to me on the basis of satisilictory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same in
his/her/their authorized.capacity(ies), and that by his/her/their signature(s) on the instrumenUhe. _
person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing
paragraph is true and correct.
~-=~£. ,.,_ 9·:.:..":f:1::~'"I
i Notar, Pubic • Clllfomla I
z San Diego County ?'
Signature
1
;&, (Seal) ~-• • • • ,MJS'T".';"£''!'."!'U<~
'
Exhibit A
LEGAL DESCRIPTION
Real property In the Qty of Carlsbad, County of San Diego, State of califomla, descrfbed as follows;
LOT lWO (2) OF UNDA ESTATES, IN THE cm OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF
CAUFORNJA, ACCORDING TO THE MAP THEREOF NO. 4393 FILED IN THE OFFICE OF THE COUNTY
RECORDER OF SAlD SAN DIEGO COUNTY,
APN: 205-160-61·00
NOTICE
PLEASE BE ADVISED THAT THE DATA AND
INFORMATION FROM THE PUBLIC RECORDS
CONTAINED HEREIN WILL NEED TO BE
UPDATED PRIOR TO CLOSING AS MANY
COUNTY FACILITIES ARE CLOSED OR HAVE
LIMITED STAFFING AS A RESULT OF THE
CORONAVIRUS PANDEMIC. IF THE
INFORMATION FROM THE COUNTY IS NOT
AVAILABLE THERE WILL BE ADDITIONAL
REQUIREMENTS IN ORDER TO CLOSE AND
INSURE THIS TRANSACTION. PLEASE CONTACT
YOUR LOCAL TITLE OFFICER FOR DETAILS.
CITY OF CARLSB/\0
SEP Z 7 2023
PLANNING DIVISION
File#:
Title Officer(s):
()California
title company
400-2381892-37
Marianna Cazares
Title Officer
Ph: 619-516-5227111
Email: titlesd@caltitle.com
Property Address: 3332 Donna Drive, Carlsbad, CA 92008
AP No.: 205-160-61-00
Date of Prelim: September 13, 2023
Prelim Vesting: Stormie Archie, a single woman
On behalf of California Title Company, we want to thank you for your business.
To provide our customers with the highest level of service possible, we would like to assist in the
review of your report. Please contact your Title Officer or Title Rep to review the common items of
importance highlighted in Schedule B of this report, which may or may not impact your property
including, but not limited to:
Property Taxes
CC&R's
Easements
Deeds of Trust
Liens, Judgements
Solar Service Notices
Thank you for choosing California Title Company
Reference should be made to the title report fora II questions concerning the status of the title subject property.
California Title Company accepts no liabilityforthe information contained herein.
Los Angeles. 100 North Frrst Street, #404 I Burbank CA 91S02. 818-382-9889
Orange County. 28202 Cabot Road,# 625 I Laguna Niguel CA 92677. 949-S82-8709
San Diego. 2355 Northside Drive,# 3101San Diego CA 92108. 619-516-5227
Order No. 400-2381892-37
The form of policy of title insurance contemplated by this report is:
Schedule "A"
The estate or interest in the land hereinafter described or referred to covered by this report is:
A Fee
Title to said estate or interest at the date hereof is ,·ested in:
Stormie Archie, a single woman
The land referred to in this report is situated in the City of Carlsbad, the County of San Diego, State of California, and is
described as follows:
Lot Two (2) of Linda Estates, in the City of Carlsbad, County of San Diego, Stale of California. according to the Map thereof No.
4393 filed in the Office of the County Recorder of said County.
Assessor's Parcel Numbers(s): 205-160-61-00
Page 2
Order No. 400-2381892-37
Schedule "B"
At the date hereof exceptions to co,·erage in addition to the printed exceptions and exclusions contained in said policy form
would be as follows:
Thi~ tran~ac1io11 may be ~ubjl'C! tu a Fcr.h.:ra! Regulation. lnformation 11cccs~ary 10 comply with the Fcdernl Regulation must
be provided prior to the closing. ll1is tran~ac1ion v, ill not be insured until thi~ information i~ suhmiltl."(.L 1·c\. i.:wed and found
t<1 be o.:omplctc:. rhe form to submit the rcquin:d information may be obtained by clicking on this link:
GIO Disclosure Form
2 General and Special taxes for the fiscal year 2023-2024, including any assessments collected with taxes. A lien not yet
payable.
First installment due and payable! 1/01/2023, delinquent if not paid by 12/10/2023
Second insta!lment due and payable 02/01/2024. delinquent if not paid by 04/10/2024
3 General and Special taxes for the fiscal year 2022-2023, including any assessments collected with current taxes.
Total amount $10,056.78
1st installment $5,028.39, Paid
Penalty $502.83 (after 12/1212022)
2nd installment $5,028.39, Paid
Penalty $512.83 (after 4/10/2023)
Code area 09000-City of Carlsbad
Parcel No. 205-160-61-00
Exemption $7,000.00
NOTE: Taxes above mentioned have all been paid and are reported for proration purposes only.
4 The Lien of future supplemental taxes, if any. assessed pursuant to the provisions of section 75, et seq of the revenue and
taxation code of the State of California
5 An easement for public utilities as shown on the map of said tract affects: The Northeasterly 8 feet of said land recorded
'.\fop '\lo 4391.
6 Covenants, conditions and restrictions in an instrument recorded J j /27/J 959 as Instrument No, 1959 -2456 W in Book 80 I 5,
Paie<Sl 479 Official Records. which provide that a violation thereof shall not defeat or render invalid the lien of any
mortgage or Deed of Trust made in good faith and for value, but deleting any covenant, condition, or restriction, if any,
indicating a preference, limitation, or discrimination based on race. color. religion, sex, gender, gender identify, gender
expression, sexual orientation, familial status. marital status, disability, handicap, veteran or military status. genetic
information, national origin, source of income as defined in subdivision (p) of Section I 2955, or ancestry, to the extent that
such covenants, conditions or restrictions violate applicable state or federal laws. Lawful restrictions under state and federal
law on the age of occupants in senior housing or housing for older persons shall not be construed as restrictions based on
familial status.
"NOTE: Section 12956.1 (b)(I) of California Government Code provide the following: if this document contains any
restriction based on race, color, religion, sex. gender, gender identity. gender expression, sexual orientation, familial status,
marital status, disability, veteran or military status, genetic information, national origin, source of income as defined in
subdivision (p) of Section 12955. or ancestry, that restriction violates state and federal fair housing laws and is void, and
may be removed pursuant to Section 12956.2 of the Government Code. Lawful restrictions under state and federal law on
the age of occupants in senior housing or housing for older persons shall not be construed as restrictions based on familial
status."
Page 3
7 A Deed of Trust to secure the indebtedness of
Amount: $502,000.00
Trustor:
Trustee:
Stormie Archie, a single woman
BNT Title Company of California
Order No. 400-2381892-37
Beneficiary: Mortgage Electronic Registration Systems, Inc. MERS is a separate corporation that is acting
solely as a nominee for Guaranteed Rate, Inc., a Delaware Corporation, and its successors
and assigns.
Dated: 9/17/2020
Recorded: 9/23/2020 as Instrument '.lrJo. 2020-561300 of Official Records
8 Prior to closing this transaction we require the attached "Owner's Affidavit" be completed and returned to this office. The
completed "Owner's Affidavit" will have to be reviewed and approved by Underwriting prior to the issuance of any Title
Policy.
9 The effect of documents, proceedings, liens, decrees or other matters which do not specifically describe said land, but which,
if any do exist, may affect the title or impose liens or encumbrances thereon. The name search necessary to ascertain the
existence of such matters has not been completed and will require a statement of information from all parties involved in this
transaction.
IO Applicant has requested California Title Company [The Company) to issue a preliminary report of the property described
herein. Applicant is aware that Title Insurance may be available for the contemplated transaction, but may not request the
company to issue or cause to be issued a policy therein. Applicant agrees that this report is issued for the exclusive use of
applicant and that said preliminary report is issued pursuant to section 12340.1 I of the insurance code of the State of
California. By acceptance of this report, applicant understands and agrees that said report is not an abstract of title, nor are
any of the rights, duties or responsibilities applicable to the preparation and issuance of an abstract of title applicable to the
issuance of this report. This report shall not be construed as, nor constitute, a representation as to the condition of the title to
real property, but shall contribute a statement tenns and conditions upon which the issuer is willing to issue a title policy, if
requested to do so.
11 (A) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or
assessments on real property or by the Public Records; [b) proceedings by a public agency that may result in taxes or
assessments, or notices of such proceedings, whether or not shown by the records of such agency or by the Public Records.
[B) Any facts, rights, interests, or claims that are not shown by the Public Records at Date of Policy but that could be (a)
ascertained by an inspection of the Land, or (b) asserted by persons or parties in possession of the Land.
(C) Easements, liens or encumbrances, or claims thereof, not shown by the Public Records at Date of Policy.
(D) Any encroachment, encumbrance, violation, variation, easement, or adverse circumstance affecting the Title that would
be disclosed by an accurate and complete land survey of the Land and not shown by the Public Records at Date of Policy.
( E) (a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; ( c)
water rights, claims or title to water, whether or not the matters excepted under (a), (b), or (c) are shown by the Public
Records.
(f) Any lien or right to a lien for services, labor, material or equipment unless such lien is shown by the Public Records at
Date of Policy.
(G) Any claim to (a) ownership of or rights to minerals and similar substances, including but not limited to ores, metals,
coal, lignite, oil, gas, uranium, clay, rock. sand, and gravel located in, on, or under the Land or produced from the Land,
whether such ownership or rights arise by lease, grant exception, conveyance, reservation, or otherwise; and (b) any rights,
privileges, immunities, rights of way, and easements associated therewith or appurtenant thereto, whether or not the interests
or rights excepted in (a) or (b) appear in the Public Records or are shown in Schedule 8.
Exceptions A-G will be omitted on extended coverage policies.
End of Schedule B
Page4
Order No. 400-2381892-37
Page 5
Order No. 400-2381892-37
"NOTES AND REQUIREMENTS SECTION"
NOTE NO. I
California Revenue and Taxation Code Section 18662, effective January I, 1994 and by amendment effective January I, 2003,
provides that the buyer in all sales of California Real Estate may be required to withhold 3 and 113% of the total sales price as
California State Income Tax, subject to the various provisions of the law as therein contained.
l\'OTE NO. 2 PAYOFF INFORMATION:
Note: this company does require current beneficiary demands prior to closing.
Ifthe demand is expired and a correct demand cannot be obtained, our requirements will be as follows:
A. If this company accepts a verbal update on the demand, we may hold an amount equal to one monthly mortgage payment.
The amount of this hold will be over and above the verbal hold the lender may have stipulated.
B. If this company cannot obtain a verbal update on the demand, will either pay off the expired demand or wait for the amended
demand, at the discretion of the escrow.
C. In the event that a payoff is being made to a servicing agent forthe beneficiary, this company will require a complete copy of
the servicing agreement prior to close.
~OTENO.3
If this company is requested to disburse funds in connection with this transaction, chapter 598, statutes of 1989 mandates hold periods
for checks deposited to escrow or sub-escrow accounts. The mandatory hold is one business day after the day deposited. Other checks
require a hold period from three to seven business days after the day deposited.
Notice Regarding Your Deposit of Funds
California Insurance Code Sections 12413 el. Seq. Regulates the disbursement of escrow and sub-escrow funds by title companies.
The law requires that funds be deposited in the title company escrow and sub-escrow accounts and be available for withdrawal prior to
disbursement. Funds deposited with the Company by wire transfer may be disbursed upon receipt. Funds deposited with the Company
via cashier's checks drawn on a California based bank may be disbursed the nexl business day after the day of deposit. If funds are
deposited with by other methods, recording or disbursement may be delayed. All escrow and sub-escrow funds received by the
Company will be deposited with other funds in one or more non-interest bearing escrow accounts of the Company in a financial
institution selected by the Company. The Company and/or its parent company may receive certain direct or indirect benefits from the
financial institution by reason of the deposit of such funds or the maintenance of such accounts with the financial institution, and the
Company shall have no obligation to account to the depositing party in any manner for the value of, or to pay such party, any benefit
received by the Company and/or its parent Company. Those benefits may include, without limitation. credits allowed by such
financial institution on loans to the Company and/or its parent company and earnings on invesnnents made on the proceeds of such
loans, accounting, reporting and other services and products of such financial institution. Such benefits shall be deemed additional
compensation of the Company for its services in connection with the escrow or sub-escrow.
Note No. 4: The premium for the requested title work shall be split between the agent and underwriter 90%-10%.
Page6
Order No. 400-2381892-37
Attention
Please note that this preliminary report now has an extra copy of the legal description on a separate sheet of paper. There are no
markings on the page. The idea is to provide you with a legal description that can be attached to other documents as needed. That
legal description page immediately follows this page.
Thank you for your support of California Title Company. We hope that this makes your job a little easier.
Page 7
Order No. 400-2381892-37
Exhibit" A"
Lot Two (2) of Linda Estates, in the City of Carlsbad, County of San Diego, State of California, according to the Map thereof No.
4393 filed in the Office of the County Recorder of said County.
Page 8
Order No. 400-2381892-37
CLTA Preliminary Report Form -Exhibit B (06-03-11)
CLTA STANDARD COVER-\GE POLICY-1990
EXCLl'SIOJ'iS FROM COVERAGE
Th, loll0"-1"£ mano,s >1e espfe,;sly <><<luded tmm the COl'mg< of th,s j\<ll"Y and lh< (ompan) 1'111 not p>) loss Of damage, cost, ,nome)'<' lees Of "P""-''" whLch _,nse hy <easO" o! I l•I Anv law, Ofdma,,ce or governmental ,eg11l'1,on (Lndudmg bul no• l"nlted to bu,ldLn~ or '°"'"j laws, ordinances. Ot' regulatoons) fe>UICOng, regul,omg, prohLbltLng o, cdatml (, > Oho occupancy. use. OT enJ0)mon, of the land (n) ·,h, ,h,rnctef O,m,n<Lon, Of locatmn of any ,mprn>emtflt no"' or he«afier e<e<IOO on 1he and. (,11) a $0p,r,tLon m o,,,,e,.hLp or a change m !he d1mcn,mns or "" of , land or any pmcl of v.l,,eh the lond " "' ""'apart. m (i>I eov".,onmenool prote<toon m ,ho effect of any ,,olatlon of ohc« laws. Ofdm..,<e< 01 go;-emmenoal te~ulauon,, except to the exl<n< !hat a notLe< of the enfor<emen1 th«oof or a not<e< of, defec1. lie", cc en,umbran« «sultmg from , "olatlOo o, •llogeJ viol anon alfrcimg the land h11> been recofded m <he pubiit <e<ord> at Date of PolL<) (b) Any govemmd'ltal poll« pm,·e, nol escludcd b,-1•) ,bove, e<e<pl to the ,~teol that
a notice ofth, «e"'" the,-,of nr ""'" of, &,fee,, I ten or e11cumb,ance ,.,,ult1ng from • v,olanon of all<ged ,·,olanon affecung th, land Oas been recofd<d ,n the public mo,ds at Dato of Po icy 2 R,0,t< of em1ncn, Llomam nnle» n<>o," of the """'° thereofh,s been tecorde< 1n oho publL< record, at D"e of Pohcy, bu1 not exclndm~ f,um co,,erng, ony tal.ln~ v.l,,ch ha, occmr,d pnor to O,I< of Policy "h,ch """Id bo b,C,J,11g on the nghlS of a pmch,,;« for volue "'thout knowledge l [);feet~ liens. onrnmbfai,ces. ,dvme claims or olhc, maner:s (•l "booh« Of not ,.,or<ieJ m ohe publ" ,erntrls "Date of Policy, bul crc'1«i, suffmd as,umed ot >,;reed 10 by the m,ored ,1;,,m..,,, (bl not l.r,o"1! to the
r ompanr. not m;n,ded ,n lhe publ,c f<t<>trl, ,t llate of Policy. but inov.~ lo the ll15Ufe<1 do,m.rn\ :md nol <i,,dosed '" wnt•n~ to 1he (ompMy by ,he u,smed d"m,n1 pnor to the da« tln, Ln<Ured chumanl became an msu!Od <md" 1h,s policy. (c) ,c,ul""I m no lo" o, damage to the ,rn,red claimant. Id) atlachmg Of creo<ctl s,bsequen1 to Dale of Policy_ Of (e) re<ultm~ 1n I<'» or damage Wh1<h would no, h,-, httn ,us,,med 1f tho '"'""d cl,unanl
had .P'"J ,al1.e for th, ,n.sute mongog, m fof !he "'"" Of "''"""' ,n,u,ed bv th« policy 4 l,nenfor<eab,lny of ohe lien of1he ,n,u<ed rnon~'!!• b«ause of the 111,b,lity nf fltllu,e of1he '"'"''d at Uate of Pohcy. or the ,nah,l,!y Of fa1lme of oni-subsequent own« of the mdebtedn•"· 10 comply ,.,,th the appl1cobl< domg busmess la,.,, of 1h, "'" m which th, 1,,,d ",nuatcd t. /~J~!''(.,'.;r unenfo,c,ab,l"y ol !he 11"' of 1he ,n,ured mong,gc, Uf daJm the<..,f. ,.,h,ch ames OLrt ~f <he uamact:on "'donced by tho '"'""d 1nongage and " based upon '~"'l' or any oons11m" cml,t prno«,1on Of lcuth
6 Any tla,m, v.l,ich .,,,.,, out of oho"""'"""" \'eSlmg m oh, LO<uJed ohe '"""of'"""" m,ured by thLS pohcy or tho """'"non cre,nng 1h, ,ntorest of ,t,e m,ur<O lender. b) ,ea.son ofth, operaMn uff<Oeral ban(rnp<cy
""" msol,·en<)' or s,m,la, cr<Ollors' H~hts lows
EXCEPTIONS FROM COVERAGE-SCHEDULE B, PART I
Tln, policv do« not Lnsure '!"n" loS< or damage land the Comp"'1V ,.,,JI no, ~ay co,.,, onom<ys' fee< Of "~"1S<-<) "'1,ch am< by rea!SOO of
I T"es o"f "'''"'""'"" wh,c '" no\ shown a., "'"""g ll<OS by ohi recofd> of"1)' taxmg amhont; that levies la><S or ;sses,ment> on teal proper!)-Of by lhe pul,l,c records Pmceed111gs by, public agenC) ,.,,11,h may re,ult ,n ,a,es Of a.,,essmOnlS, Of oo"m of ,uch prnceedm11s. "1T,ther or not shown h) !ho records of sl.'<h ,g"'cy Of bv oh< public rero,d,
) ~•y fact<, nght>. m1«es1S, of cl,im, wh«.Jt m not ,ho= by 1h, publLC "'"'"d, hut "'1,ch could be a.scorta,nea by III m,pc<I"'" of the land oc wh,ch ma_, be amrt,d by persons m po»<><Lnn ,hereof l fa.sentent, l1<ni or encumbr,nces. Of clo,ms ,he,eof. which,,. nol sho"" by tho puhlic reco1rls
4 Dl5<"P'"""· confl,cls m bow,dal)' lme,, short,ge u, area, encmachrn<nlS. Of aa,) othC! fllLlS wh1cl, a con-eel suM) l''>Uid d•,close and Which a,e not ,ho"n bv th< put,h, tecofds S (al lln~a,en«d mmmg daim,, (b) re,erv,.,on, m e,cepMns In patenos o, 1n Acts •u<honzm~ 1he '"""'" thC!«,f, (c) W>ler nghl>. cia,ms or n,le to wa,er, v.~ether or not oho ""'"" excepted undec I•), lb) Of (c) m ,ho"" b, ,h,publLC ,ecord,
6-Any li<n or ngh1 ,o a lion for""""'· labof Of m,te.,al nu\ shown Oythepubhc tecofd,
CLTAIALTA HOMEOWNER•s POI.ICY OFTITI.E INSt:RANCE (02103110)
EXCLllSIOJ'iS
In addL11on to the E"eptlons 10 Schedule B, You a« n"t msur<O oga,n" lo», rn,ts, '11omeys' fees, onJ "'p<nses mulnng frum
l r,owmtnent,I pohc, pow<t, ..nd the e<l5ten« m HOlat,on oftho,e port,oOS of "'1) la" o, gm<mment regul,non ,oncern1ng , bmld1ng, h ,onmg. , land "" d ,mpro,emellti on the L,nJ, , land d,m,on Md f
envotonmeolal PfOl<e<,an Thts E"lo~on OOe< no, l1m1ttho <OVer,gede.!cnb<O m Co..,,d R"k 8 a. 14. II, 16 18, 19. 20. 21 or 21
2 The faLlur< of Yow e,cstLng SITLl<tU<eS, Of aoy part of them. lo be ,on,truel.0 1n mordonce "1th opplicable bu,ldm~ code< Thi, Exclc,;,on doe, 001 hm" the co.era~• descnbed '" rn.«e< RJsk 14 or I'
J !be ngho ,o tale the LMd by cond"""11ng It This Esdu,mn does not hmn th, co>ef"!<< desmb<d m (o, "'° R,sl, J 1
4 RJ,k, a ,ha, are c<eatod. allo=d, ot agroed to by You whethe, or 1\01 ohey ,.,o,ded 1n !he i'ubhc R,rn<d<: b ,hat are Known tu You at <he Pohcy D,oe, but 001 to lls. uni<>, th<) are ,ecorded 1n 1he Pub],c Re<ofds at the
Pohcy Date,, lhat ,e,1111 m no lo» to You.of d 1hat fas< occur ofter the Pohcy D•« -thts OOe>not l•m" the covmge de,cnh..J m Co1ered (!..,, 7, 8 ,, 2\ 26. ll Of 28
I Fzrlu,e to Pill" voln< for YourT.,le
6 Lack of a ngh! , 10 "1) I Md outside oho -cea spec,fic,lly descnb«l ond ,eferred to ,n p.,-ogcaph J of Sch.Ouk A. and b ,n streets. alley,. 111 w.:ite,v.,ays ohat touch the Land Th" EscluST<:>n OOC, 00< l1m1t the
ro,·e<age dmnb<d ,n Co,·e,e.J Risk 11 cc 21
7 The '""'f<r ol 1h<TJ1le lo Yon IS mval,d o, a refmntLal lran_,fo or &Sa froudulcnttransf<r Of con, iU!<e unde, f«loral baJtkn s,ate msolven" o, s,m,lar uedUor,' n t, I,,.,,
LIMIT A TIOJ'iS OJ'i CO\'ERED RISKS
our""""'" ol e o owmg om< , , IS 1m,to <m , < """ s o,·o,age 1a1,mtfll as o ow, , fof (ove<e< R,,1. 16. 18. IS. and 21 Y,rn, Deduct1bl, Amount.utdOuf M11X1mum Doll., Ltm,tofL,ab1l1tv ,h"wn 1n Schedule ,A
The cle<>lcnble am:,un" >ltd m~"murn <1<>11., 11mllS shov.TI on Schedule A are ,s follow, •
foll' ll,d1o;obl•t\mpuD1 0,11 Mi'IDllLOO Dnllul Lmli Elf] 11bol1c,·
Co1tr,d Ri,k 16: I % ofhlky Amouo1 ,lunrn i• S<h<dul< % or!l.!'00 (whi<h<>tr i, l<"I S 10,000
Co,·er,d Risk 18, 1 ¾ of P.:li,y Amount,h....,, i,, Schedul< A or $5,000 (wh;,h,\tri, l<S!I S 25,000
c·o"r,d lti,k 19, J •;;. of Poli<y Amount ,hown ;,, S,tt.dul< A or S 5,000 (wh;,h,\tr i., 1,,.1 s ?!',000
l"o\trtd Ri,k 21, I •;;. of PolicJ Amount ,hown ;,, S,h,dul< A or S 1.SOO ("hi,h<\tr i, les,I S ~.000
Al.TA RESIDENTIAL TITLE ll'iSl:RANCE POLICY (6-1-87)
EXCLl'SIO.'\/S
In add1non lo the hcepnoru m Schedule B, you m nol 1n,u,..J •!<'"mt loss, "°"'· al!ume;s' tee~ and "P<n«< ,esulnng from /.,,~:1:::r;;;:~,1::~·~· ~~~.:::~t~ep::~~~!~ 0To:;1::c1:;:~:"J;,!!%,';' :,1;':'u":'.::;,;~~~·~1f0i.r,h~lo1;~~:,; ~r~;~: :.~~:::,i~:~;;:;:sh~ ~;i:i1,:~!,":rt:~~~1:~~so'::"Th',~~ex:1~':'::n "~.: ~~f1::,~':'h':~.:e
co,erag, de,rnbe.J ,n Items I! and ll ofCo,e,ed Tuk Ro<k<
2 The ngh, to take the lond by condemnmg ,t, unless *a noto<e nl exermmg lh< right ,pp<m LO !he public "'''"rl, •on the Polic, D.,, •the laking happcn,<i pno, to the Policy llate ..,,J I< b1ndmg on you 1f, uu boui;M !he
~"".;',.;'/!:','t.',"J"m".:'t"J:;~~;t~1:l'fowed. Of 31it<Od to by ,·ou "th" at< kno,..,, to vou, but nol ,a "'· on dte Pol,,;v Date -unless th<'>' ,ppeared 1n ,ho publ" <ecutds "that <esull m no Im, "1 )OU •th>I first ,lfo<t you, ,,.1, alter
the Pol,cy Date•· this does no, hmltthe labor and ,n,ton;I lion "°'""Ii' 1n hem~ of(o,md T,tle Ris>> , , • h1l11r< to pO) value fofVOUf ,,.1,
l Lac)c <>f • 11ght •oo any land ou1S1de tho area ,peuficolly descnbe< and <ef<tTed to •n !lem J of Schedulo A OR •m """"· alle; ,. Of """"wa)S !hat louch youc laod Thts esclus,on does nul hm11 tl,e ,ccess co•«age Ln
Item I ofrovmd T"I• R-,Ss
2006 ALTA LOAN POLICY (06-17-06)
EXCLllSIO:-,/S FROM COVERAGE
The follol'•ng ma<te« ,re <1<1,res,ly exduded from tho coverage of lhli pohcy, and the (omp"1y "'111 no\ P•Y lo» o, d•ot>.j/0, ,o,.,. anomey< fee< or "P"''"' v.1,,ch arise by ,oa.,on of
I (a) Any 1,w, otd1nanoe Of go,.emmental rogulatmo (mdud,ng tho" ,.1,i,ng to bu1ldmg and "'"'"S) restncnng_ «iulatlMg, ptoh1b.,mg o, relatmg lo (, I lh< occupancy, use, or cnJ")'merH of !he l,nd, (Tl) lh< ch'1.><lef
d,mof,,.Ons m loc,i,oo of Ori)-,mprov<mont erec<od on the Land. (111) ohosubd,,mon of laod, or(") env,ronmontal P""eCIJon Of 1h, effect of ,ny \10101""1 of the., laws. Ofdmancc,"' ~O\emmentol regulaMn< Thi,
~"I"''°" I(,) Joe, not mo<l,fy o< lunu the coverage provided unde, (o,ored R,,, l
2 R,ghi, of ,mment domo,n Th,s hclu~on doe, not modify or l,m,. th, covernge Pfov,ded wuk, rove,00 RISlc 7 Of 8
3 Defrtts. liens. 011<umhc,n<e<, od,·me cl.,m, m othe, n,alte" (o)c,ea1«!, ,uff..-e<l, •ssum<J"' ag,eed <o b, the lmm..J Cl""''"'• <b)not kno..,, ,o lhe < ompLUfy, nul «co,ded m the pubh, feco,ds at D,<e of Pohcv.
b,. kno""' 10 th, ln,,,,,d CIOJma<>t ,nd n"' di,dosed '" wnhng 10 the Compan) b) dte Insured Clwman\ pno, to the d.,, <h< In.sured Cla,manl became ,n lnsured und<t Iha policy, (cl "'"lung '" no loss of dornage 10
lhe lnsu,«I n.,ma111, id> anachmg or mated ,ubS<quen< to D>IO of Pohcy {boweve,. "11< does not mcd,f;,· or l,m,. th• co,erage pfOV<ded un.Jet Covered R,sk 11, I J Uf 14).or(el resulnng ,n lo<.! o, damage th" 'would no,
have been su,IOJned 1f ,he lnsureJ rlOJmant had pa,d v,lue fof !ho ln,ur«l Mortg,;:e
4 L\tenfurceal:,l1ty of the hen of the ln,w«I Mortgoge beca"" of the Lnab,111)' or f&lu,, of ,n Insured lo rnmpl) ,.,lh appl,coble 00,"••buSLne,s l,v., ofth, ,toto '" "boch the L.rnd 1s s,tuate~
I lovahd,ty Of uncnfo"e,b1ht)· '" Whole or ,n part of Oh< hdl of the lnsured MMgage that ,nses oul of the lransacnon ov,denced by oho losu,ed Mongage and IS ba.,ed "I'"" "'"I)' or an, ,unsumer mdlt protw,on or
1r•Oh m londmgl,w
! Any c]o,rn, by reasoo of th< npe!at,oo of fedorol bankruptcy, Slate msolvenci. Of ,im,lo, <t«h,ors ngh1S law,, U,,o tho lranmnon ,,eatmg the l";n of <ho losmed Mongage, " l•I • fraudulent conve,ante Of frauduienl
tr,nsfer, Of (bl a prcf,,.,n1,al t,ansfer fo; "") reasoo Ml ,Oat<d m Coveted Risk ll(hl ul 1hl! pohcy
7 ,An) J,en on the Tai, fot real estate ""'s "' ..,.,.,m,nts 1rnposed by go,·emmcnoal ,mhonty and cre,1ed or anach,n~ be1v.fflt Date of Pol•<)' and ,h, d,oe ohccotd,ns of the ln,urcd Mu,tgage m the Publ" Records ThLS
E"l"'"'" OOes no, mod,f)· "' luru1 the ,o,·«•g< provided und,:; ru,eied RJ,> 11 lh)
EXCEPTIONS FROM COVERAGE
ThJS polic) du<s not '"'"" ,g,.nS< lo" or dam,~, ('"d the Compan) w,II 001 pay co,.,, ,itomeyf fee,; Of ""P'"''"i ,hat ,me by ,ea,son of
I (>) T"es or'-"°''"""" th,o are "'11 shown a, ,_,,o,og ILem b~ lhe "'"fds of '8) la>.mg ,,,W,nty th,o lev,o, ""' or a,sessmcnts un re,I property Of by 1he Public ll.ocnfd, (b) proce<O,n~, b) • pubhc ,gen<)' ,h., may
ternlt ,n """ Of •S><<smon1S "' no"'" of such pfoceedtn,:,. ""1eoher Of not ,hown by oho tecorrls of <Uch agenC)' or by the Publ,c Recofrls
2 Au) fact>. nghls. """"" of cl,,m, which "' not ,hown b) !he Pubhc Rcoofd< but that could b, a«enaoned hy '" uupecnon of th< land Of th,o m,v be amned by persons m !'O""""" of oho Land
l Ea,emenl>. hon< or oncumbronces, or <l,im, thmuf, not shown 0)-oho Public Record,
4 Any encrnachment encumbr,n«, "olatlon. ''""""'"• Of adverse <lfC""'-'t.tne< lllfec11ng the T,tl, tl,., would be J,stlos,d 0) ,n &ocu,ate and complete lond SUf'ey of lh< Land a,id not sho"" hj· !he Public Recoid,
.< (al l:npatenrod m,n,ng ci,um,. (hi """'"lions Of e.cepnon, m pa1on1S or ,n Acts aud,un,mg 1h, ,ssu,nce ,h,feof, (<) water n~h", claims Of 1111, k\ """· v.l,et!m Of ""' the manm ''"'P'"° illtde< (•I. 1bl o, (<l ,,.
sho"'n by the Pubhc R«o1rls
<, An) hen Of nght to , lieo fof ""''"' lobor or m"<"al not shov.n by lh< public recofd,
2006 Al.TA OW:-,/ER'S POLICY (06-17.06)
EXCLUSIONS FROM COVERAGE
The follo"1ng manoe; .ue "p,es,I, c,clud<O from the co•""l'' ofth1s policy, ,nd !he Comp,nv wLII Mt pay lo,s "" d=~•-<0515, anom<)S' fees. O! <'!"n"' th'1 ,nse by r<~~m of
Page 9
Order No. 400-2381892-37
I (al Any law, 01d1non«, pennll. o, gov,mmental cegulat1on (mdudmg those r,l,tmg to bu1ldmg and .among) re,mclmf, regulanng, prnh1b1nog "' <d,cmg to l•l 1h, oe<up~lC). use, or eolJO,m<!l1 <>f lhe Land, lul
1hc characte<. d,m,nstons, or loc,toon of aJ\)" unpco;eo,e,,t <1eel«i <>n th< Land. (IHI lho '"bd1m1on nf land o, (1\1 en, irnnment,1 r'"'""°"· o, 1h, effe<t of an) "nla11on of the,< l,w<, ord111an«s, (H gov<mmentol
roiola\Lon, 11,,s Exdu;,on l(a) OOC, not mod1f,.. o, hm,\ the oo, mg< rrovtded undcc Cmmd R,sl S (I,) Any go-<rnmental police P"wer 1lus bdu."on l\b) does ""' modify or hmu lh< ,owrage p,o, ,J,d unde,
<·o,mdR»l.6
l R1ghcs ofemmen, dom"'" Tim Exch~•'>n does not modify m i,ml1 the ,ovc,age p<oY1ded unde, Coveied R,sO 7 Or S
1 Defrc", liens. en<«mh,.,,,es, adverse clsuru, or othe, m,,llm (a) creo,ed. 5«ffoed, assumed o, •weed •o t,, th< ln.1c,1ed Cla,man,, lb) no1 Know• to the Companv. OOI ,.,-.:,rded m tile Publ" Records ., Date "f
Pohc-y. but Kno"n ,., the hosored Cla,n,,nt .,,d not dosclosed Ln wrllmg to ,k \ompany by lhe ln.su1«1 Cla,m,•1 pMr ,o the date the losured Cl•'"'"" became "" lmoml under tha, polic) (<) re,ul1111g 1n oo los, ~,
darn•~• ,o tile ]"'""d Clom1:111t. (di a•acht11g or mated suhsequen1 to D>le of Policy (howem th,s does not moJ,fy Of limn the covmge prov,dod under Co,·ered Rosk 9 a1,d I 0), or {e) resul11og m loss or
da,nage th>I wnuld •Ot ha\'e been ,us,omed tf ,he l"sored na1n,iu,t had p.,d , aloe for the T ul,
4 ~11)' <l,rm by "ason of the ope.oMn of federal banlrupl<y, S,ate ,,..olvency. Of ,im,l,r mdltor,' ngh<, law<, that <h< """"\Lon '"''""g the Ttde as sho"""• m Sthedule .~. IS (al• frauduJen, <0nv,;yance °' ftoudule,it
uamfer. or (bl , pr,fe,em,al ,,.,,,re, fo, any roaso• no\ ,t.,ed m Covered R.sl O oftli., p,,hcy
S Any hen uo the Tnle for real '"'" 1,xes or ,s,e~smeni, mipoml \,y l"''"nmental ,ulhor,,y and ,re,iod o, .,t,cl,1n~ bel"e<n Da" of Pol•C"j ond the date of mcmJ,n, of the deed or olhd instrument of t<an<f" ,n ohe Public
kco«Ls <ha.t , ~,IS T,tle as ,hown m Schedule A
!'he ,bow po lot) fo,m may h, "'""° to >ffo,d e,tlier Standard Cove""' Of E,oe•d<d Co\·er•~e To add>t,oo ,o ,he ,bo,·< E,c[usoons from Co"rnge. the Fxcep"""' from C.,._.c,ago ,n • >,ai,d,rd '""''lle policy v.111 al"'
toclude ,h, follov,ll\g hcept,a•• ftom Co,·erog<
EXCEPTIONS FROM COVERAGE
TIii< poh<y Oc,es not '"'"" ag""" los< ur damage (""d the Compall} wsll ""' pay OOSI~ auomey, • fee, or O<p<•ses) ,'iat am, by rearon of
l {a) Taxes °' a«essments th>I ,u-< no, sho"'" ,s """"S hens by tile reruod, of '"Y ''""f ,ulhont;-that 1.,_.,e, c,xes Of a.,sessmonlS on ml rmperty Of b) the Puhl« Reco,d,. (l,J pm,eed,n~• b; , p11bl" •gone)
that ma) molt m taxes o, a,se,,m<nt<, or nonces ofsu,h prnceedmg,. v.h,ther or not ,!,own by lhe records ofsuch ogency oc \,y the Pubhc R«o,d!
2 All)' foe". nghts, interests o, <iarm< that m not ,l,o,,,o by the Pubhc Records b.n that ,o,ld be ascertamcd hy on mspec>on nflhe Land OT th" ,na) b, assene< by p<rsons m possmwo of lhe Land
J Easom<•"· lien, or en«<mbronc«. or cla,ms 1h«oof. no, shown by ,he Public R«ocd.s
4 Any en,=chment. encumb,an«, , tolatlon. "n'"""• or """" ""umstllt\Ce affectmg lhe TU]e that v.,;,uld be das:losed by "" "''""" and ,.,mple,e land '""'") of the Land ond lhat a« not shown b) •he Publ,c Records
0 (al l '•p•t<Oted m1mng do,ms, (bi reser.,11on, ot exceptoom '" P"'"" ot m Acts •01honltn" the mu,nee lho<eof iC) w,te, nW,t<, da,ms o, to!le ,o "ate<. "~ctheJ or not the m,n,., excepted llflder (al. lb). o, (<) ,re
>liown h) che l'ubhc R«o"k
0 A•) lien 01 nght <o, 1,.,, fo1 ser\1ces. l•bm m ,naten,I not shown b, ,he publ" «<mds
ALTA EXPA~DED ('OVERAGE RESIDE~TIAL LOA~ POLICY (0i-26-10)
Excu:slONS FR0:\1 COVERAGE
Th, lollo\\omg m,n,., "" expressl)' e,dud,d fio,n the cov,,.g< ufth" pohcy and lhe Compall) "'I] ru,t pa, lo,s o, dam•~•. ,o,ts. ••omep fees Of "1"'TI"'' Wh0<h anse b, '"'°" of
I {,) An) l,w, ord1nan«, P"mlt. o, govemm<tttal regulatLon (mdudong but not hmo1ed ,o bu1ldmg a<!d ron,ng) ,eS,mMg, teBuJatmg. p,oh,bmng or <elatmg k> {,) ,he occupancy. u,o, m <OJO)"ment of the Lond, (HJ the
cho,acler, dime!lS"'"' u! loc,non of '"l' ,mpro"nienl erected on ,he Land, (1u) th, <ulxlmsion of ,ho [.,,d, or (L'') e,wuonmen,ai prntecorm, or tlte eff«I of'") \lolatoon of these l,ws, otdmon«s o, go'<mmeo1al <egwl,nom
Th,s £xclu,1on I(•) does not modify m limn lhe cove,og, pro\'oded unde, Co,e,«I RI,\., !, o, I l(c). IJ(d). 14, ond 16 {b) Any go,·emmon1al pohce power Tha, bd11sion I (h)does "°' toodLf) or hm>t ,he '"",age pm,·,ded
under Co\'Or<d R.,Os \. 6. i l(<), ll(b), 14, ,nd 16
2 R.ght> of,m,n<ttt domam Th<< Exclusion <k,e, "'t mod.I\ orhml1 ,ho rnv<Ja~e pro.,,de<l unJ<r (o,md R,5k J 0/ 8
J Defects, lot,,<. ei1coml,1ance,. ,dvme daims o, olh<t ma•m (a) mated, <uffmd. a.,surn«l or ajlreed to by the Io,ured Claim,nt (h) not Mlov.TI to lhe Corni,an;. no, «cu,dod ,,. the Pubhc Record, at Date of
Pohcy. hul Mlov,11 to ,ti, ln,med Cl11Lma11, ll!ld ""' d"dosed m wni,ng to the Con,pany hy ,tie ln,ured Clacrnan, pnor <O the dat< ,he ln,me< (],.mAn, h«ame an lnsuccd uadet ,his pohcy (cl ,esultmg on no lo,s or
dam,ge lo 1he lnsu,e< (J.,m,nt,(d) ,nachmg or ""''«I subseque"t lo Dat, of Pohcy (how.,,.·eo, thos does t\01 mod,fy or lomll ,he co_,r,ge prn,·1d«i uncle• Co1 md R,5);, I ] , 16, 17 !S. 19. 20. 21 22. 2]. 24. J.7 or 10),
o,-{d"<ul,mg 1n loss oc dam•~• which would no, have been >OSlam,d tf the lnswred (la,mant had pOld valoe for the ln<LLred Mortg'lle
4 l ln<1tforceab1bt;-of th, It.,, oflhe lnsu,ed Mon~age l,ecaose ul lhe ,nab1lny oT f.,lure of the Insured 10 cnmplv "1th apphcahle domg-bus,o,s, l,w. of the '"" ,n wh0<h the Land LS <1!1J'1cd
l ln,ai,d,t;-or uncnfu,ceab1bt;-m whole or m part of lhe heo of th, lo,o,ed Mortgage tho, anses out of 1hc 1<znsactoon ev,denc.-d by the Insured Mortgage>lnd ts b,sed op<m u<ut,', o, 1U!V coosom<r credll prnlOcMn or ,rulh
'" lendmg law Th« Exdu,1011 does not rnod,fy o, hm" the ,o, """' pro,1ded m Cm·ered R.sk 20
6 Any da,m of m•ahd,ty, uo.,,,forceab,l1t;-or lack of pnonty of m, l,dt of ,he Insured Mortgage "to Advance, ot mod.fi<atoons made af\e, lho lnsureJ ha, ls/10'-'iedge th,t the """ ,ho,.,, •n S,h,Jule A ,s no
looger th, owner of the "'"" or 101'!"1 ruvmd 6y lh" policy Thl5 Exel"''°" OO<s not m"J.1-, or limn lhe cov">fe p1m1ded m Coveted R.sk 11
l Any hon on lhe Totle fo, reol esiale !aXes o, •'"'''"""" Jmpo,ed b) ~"'<r1tmen1al ,ulhoniy a,,d cre,ted o, ,n,ch10i subs«iuent lo Da,e of Policy llt acco1dance w,th apphc,bl, bu,ldtog codes Th" hd,s,oo does not
mod,fy nr l,mn the <ov«'ll< pto1>1ded m Co.om! R.,J. l or O
8 Tho failu,e of the «,,dennal <UucMe. n, .,,,. pMoon of 11. lo have been conS1;n,c1<d hefm, on o, aft" Dak of Poll Cl' m "'"'Janee wlth appl><ahle butldmg codes n,., Exdusoon does n,,i mod,fy o, hml! tile comase
pm>ided m Co,md R,;k l or 6
9 lluty daJm. by «ason of the operaMn of federal l,ank,uptcy, >ta!e u,sohency. D< "m•l" credllorS nght< laws thac !ho ~"'"'"on creahng 1he lien of the !nsured Mongage LS 1,) , fraoduJen, oonve1 ,nee n, fraud,lent
ll;L>t,fer. or{~) , p«f<tenn~ Uonsfrc fo, "") reason not ,toted ,n Cove,ed R,;k 27ibl ofth,s pohcy
Page 10
California Title Company
PRIVACY POLICY
Order No. 400-2381892-37
We Are Committed to Safeguarding Customer Information
In order to better serve your needs now and m the future, we may ask you to provide us with certain infonnation. We understand that
you ma:r be concerned about what we will do with such information -particularly any personal or financial information. We agree
that you have a right to know how \~e will utilize the personal information that you provide to us. Therefore, we have adopted this
Privacy Policy to govern the use and handling of your personal information.
Applicability
This Privacy Policy governs our use of the infonnation which you provide to us. It does not govern the manner in which we may use
information we have obtained from any other source, such as information obtained from a public record or from another person or
entity.
Types of Information
Depending upon which of our services you are utilizing, the types of nonpublic personal infonnation that we may collect include:
•
•
•
•
Information we receive from you on applications, fonns and in other communications to us, whether in writing, in
person, by telephone or any other means.
Information we receive from providers of services to us, such as appraisers, appraisal management companies, real estate
agents and brokers and insurance agencies (this may include the appraised value, purchase price and other details about
the property that is the subject of your transaction with us).
Information about your transactions with us, our Affiliated Companies, or others; and
Information we receive from a consumer reporting agency .
Your California Rights (immediately following this Pri,·acy Policy) or you may visit our website at
https://www.titleadvantage.com/privacypolicy.htm or call toll-free at (866) 241-7373. Only applies to CA
residents
Use of Information
We request information from you for our own legitimate business purposes and not for benefit of any nonaffiliated party. Therefore,
we will not release your information to nonaffiliated parties except: (I) as necessary for us to provide the product or service you have
requested ofus; or (2) as permitted by law. We may, however, store such information indefinitely, including the period after which
any customer relationship has ceased. Such infonnation may be used for any internal purpose, such as quality control efforts or
customer analysis.
Former Customers
Even if you are no longer our customer, our Privacy Policy will continue to apply to you.
Confidentiality and Security
We will use our best efforts to ensure that no unauthorized patiies have access to any of your infoITTJation. We restrict access to
nonpublic personal infonnation about you to those individuals and entities who need to know that infonnation to provide products or
services to you. We will use our best efforts to train and oversee our employees and agents to ensure that your mfonnation will be
handled responsibly and in accordance with this Privacy Policy. We currently maintain physical, electronic, and procedural safeguards
that comply with federal regulations to guard your nonpublic personal information.
Other Important Information
We reserve the right to modify or supplement this Privacy Policy at any time. If our Privacy Policy changes, we will provide the new
Privacy Policy before the new policy becomes effective.
Last Revision 12/26/2019
Effective on l /0 I /2020
Page 11
Order No. 400-2381892-37
categories of sources from which we may have collected the personal information, and the categories of third parties with whom we
may have shared the personal information:
Categories of Personal Information Collected
The categories of personal information we have collected include, but may not be limited to:
• real name • telephone number • bank account number
• Signature • passport number • credit card number
• Alias • driver's license number • debit card number
• SSN • state identification card number • financial account numbers
• physical characteristics or description, • IP address • commercial infonnation
including protected characteristics • policy number • professional or employment
under federal or state law • file number infonnation
• address • employment history
Categories of Sources
Categories of sources from which we've collected personal information include, but may not be limited to:
• the consumer directly
• public records
• governmental entities
• non-affiliated third parties
• affiliated third parties
Business Purpose for Collection
The business purposes for which we've collected personal information include, but may not be limited to:
• completing a transaction for our Products
• verifying eligibility for employment
• facilitating employment
• perfonning services on behalf of affiliated and non-affiliated third parties
• protecting against malicious, deceptive, fraudulent, or illegal activity
Categories of Third Parties Shared
The categories ofthird parties with whom we've shared personal information include, but may not be limited to:
• service providers • operating systems and platforms • non-affiliated third parties
• government entities • affiliated third parties
Sale Notice
We have not sold the personal information of California residents to any third party in the twelve months preceding the date this
Privacy Notice was last updated, and we have no plans to sell such infonnation in the future. We also do not, and will not sell the
personal information of minors under sixteen years of age without affirmative authorization.
Disclosure Notice
The following is a list of the categories of personal information of California residents we may have disclosed for a business purpose
in the twelve months preceding the date this Privacy Notice was last updated.
• real name
• Signature
• Alias
• SSN
• physical characteristics or description,
including protected characteristics
under federal or state law
Page 13
• telephone number
• passport number
• driver's license number
• state identification card number
• IP address
• policy number
• file number
• bank account number
• credit card number
• debit card number
• financial account numbers
• commercial information
• professional or employment
information
• address • employment history
if you have any questions and/or comments you may contact us:
Call Us at our toll free number (866) 241-73 73
Email Us at d;U..ll'J.!\_:'.0,,4,1_c,.;_0_1U,;,>J,'.l1_\
Mail:
Orange Coast Title
Attn: Privacy Officer
1551 N. Tustin Ave., Ste. 300
Santa Ana, CA 92705
Effective on I/! 12019
Revised on 12/23/2019
Page 14
Order No. 400-2381892-37
C)
State of ~--------County of ________ _
Order No. 400-2381892-37
California Title Company
2355 Northside Drive, Suite 310
San Diego, CA 92108
619-516-5227
OWNER'S AFFIDA YIT
} S.S. Order No.: 400-2381892-37
The undersigned,---------~---------------------------' (owner's name)
being first duly sworn, depose and say as follows:
I. That the undersigned is/are the owner(s) of certain real property situated in the City of Carlsbad, County of San Diego and State
of California, commonly known as 3332 Donna Drive and more particularly described in Schedule "A" attached hereto (the
''Property"):
2. That within the last ninety (90) days, including the date hereof, no person, firm or corporation has furnished any labor, services
or materials in connection with the construction or repair of any buildings, fixtures or improvements on the Property, EXCEPT
(if work has been performed or materials furnished within the last (90) days, please explain fully and state whether payment for
the same has been made in full): _________________________ _
3. That there are no present tenants, lessees or other parties in possession or who have a right to possession of said Property,
EXCEPT: (if none, state "None") _________________________________ _
4. That the undersigned has/have no knowledge of any taxes or special assessments which are not shown as existing liens by the
public records other than as follows:---------------------------------
5. That the taxes for Installment_ of fiscal year ___ are paid. Installment _of fiscal year ___ is not yet due.
6. That the undersigned has/have no knowledge of, nor has/have the undersigned created, any violations of any covenants,
restrictions, agreements, conditions or zoning ordinances affecting the Property.
7. That Property is free of all liens, taxes, encumbrances and claims of every kind, nature and description whatsoever, except for
the following mortgages or deeds of trust;
--------------------------------and except for real estate and personal
property taxes for Installment_ of fiscal year ___ and subsequent years.
8. That there are no mechanic's, materialmen 's or laborer's liens against the above described Property, nor is any party entitled to
assert any mechanic's, materialmen's or laborer's liens against the Property.
9. That there are no unrecorded leases or agreements affecting the Property, other than the Agreement of Sale between the
undersigned and ____________________ as purchasers of the Property dated ______ _
10. That there are no open, unexercised options to purchase or rights of first refusal to purchase the Property.
11. That no judgment or decree has been entered in any court of this State or the United States against the undersigned and which
remain unsatisfied, EXCEPT ___________________________________ _
12. The undersigned further state(s) that he/she/they are each familiar with the nature of an oath; and with the penalties under the
laws of the state for making false statements in any instruments of this nature. The undersigned further certify(ies) that they
have read, this affidavit, or have had it read to them, and understand its context.
13. That I/WE have made this Affidavit for the purpose of inducing California Title Company to issue one or more policy(ies) of
title insurance insuring interests in the Property, and that said title company is relying on the statements set forth in this
Affidavit in issuing said policies, free and harmless from and against any and all actions, causes, of action, loss, cost, expense,
Page 15
Order No. 400-2381892-37
or damages that may be brought against or suffered or incurred by California Title Company or its underwriters, in relying on
the truth and accuracy of the statements contained herein.
By:
Name:
By:
Name:
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document
to which this certificate is attached, and not the truthfulness, accuracy or validity of that document.
State of ________ _
County of ______ _ } s.s
O" ______________ ,before me, __________________________ _
personally appeared----------------------------------------
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by
his/her/their signature(s) on the instrument the person(s) or the entity upon behalf of which the person(s) acted, executed this
instrument.
I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and
correct.
WITNESS MY HAND and OFFICIAL SEAL
Signature: ____________ _
(Notary Seal)
Page 16
Order No. 400-2381892-37
Exhibit "A"
Lot Two (2) of Linda Estates, in the City of Carlsbad, County of San Diego, State of California, according to the Map thereofNo.
4393 filed in the Office of the County Recorder of said County.
Page 17
C)
Order No. 400-2381892-37
California Title Company
2355 Northside Drive, Suite 310
San Diego, CA 92108
619-516-5227
DECLARATION OF OCCUPANCY
(Loan Transaction)
The undersigned,----------------------------------
(owner's name) depose(s) and say(s) as follows:
l. The undersigned is/are the owner(s) of certain real property situated in the City of Carlsbad, County of
San Diego and State of California, commonly known as 3332 Donna Drive , herein referred to as
"Property'':
2. The undersigned is/are obtaining a loan from----~~~-~~-~~---------
to be secured by a Deed of Trust against the Property, which is the subject of this transaction.
3. The undersigned currently occupy the Property as the undersigned's principal address, and intend to
continue to occupy the same as the undersigned's principal residence following the close of this
transaction.
4. The undersigned understand(s) that California Title Company is relying on this information in calculating
the recording fees for all real estate instruments, papers, and notices recorded in connection with this
transaction in accordance with California Government Code J.:27388.1 (a}(2).
5. The undersigned agree(s) to indemnify and hold California Title Company harmless from and against,
and to pay any additional recording fees and/or penalties arising out of, or in connection with, the
inaccuracy of the information set forth herein.
The undersigned declare(s) under penalty of perjury underthe laws of the State of California that the foregoing
is true and correct, and that this Declaration was executed on , at ----------
By: By:
Name: Name:
Page 18
Order No. 400-2381892-37
STATEMENT OF FACTS
CONFIDEXl"IAL 11\"f/ORMATION FOR YOl'R PROTECTION
This statement IS to be .signed personally by each party to the transaction and b) both husband and "'fe, or domest,c partner before l1tle insurance can be wntten When
f,lled 1n completely 11 will ;ervc to establish 1dent1ty, el,mmme malters affecting persons of ;1m1lar name, protect you agamst forgenes, and speed the completion of
your transaction
MY HTLL l','AJ\lli: {First, Middle, Last). ________________ Date of Birth:. _______ _
Business Ph: __________ Hume Ph: _________ Birthplace: ___________ _
SS# ______ Driver" s License No. _____ Expiration Date ____ State Issued ____ _
! have lived continuously in the USA .~ince: __________________________ _
Full name of spouse/domestic partner: (First, Middle. Lastl----------------~---
Spouscldomestic partner's Birthplace: _______________ Date of Birth: _________ _
Spouse/domestic partner·s SS# ___________ I have hved continuously in the CSA since: _____ _
We \\ere married/legally joined on· ______________ at ______________ _
Spouse/domestic partner's maiden name: ____________________________ _
RESIDENCES & OCCllPATIONS DllRING PAST 10 YEARS
Street _________________ City ________ From _____ t.o. ___ _
Street City From to ----Street City From to ___ _
OCC'llPATJOl'iS
(I lusband/Domestic partner) Firm Name: __________________ Location: _______ _
(Wife/Domestic partner)
Any Former
Marriages
(check one item -
fill in date & place)
Finn Name: Location: _______ _
Firm Name: Location: _______ _
Finn Name: Location: _______ _
Finn Name. Location: _______ _
(If no funner marriage/union. \Hile "none .. Othcmi~e complete the following)
Name of former wife/domestic partner: _____________________________ _
Deceased: __ Divorced: __ Interlocutory: Final: When: ____ Where:--~------
Name of former husband/domestic partner: ___________________________ _
Deceased: Divorced: Interlocutory: Final: When: Where:
There are no leases. defects. encumbrances, adverse claims. or other matters affecting said property other than as
Shown on the Preliminary Report prepared by: _______________________ _
Bearing the above referenced order number dated: ______________________ _
There is no-one in possession or entitled to possession of said property other than the Vestce sho\\11 in said
Preliminary Report except: ______________________________ _
There is no work of improvement in progress and no such work has been completed within one year of this date:
(Cin.:lc One) YES NO
The Street address of the property in this transaction is: _________________________________ _
Single Family Residence: ____ Multiple Residence: ____ Commercial: ____ Vacant Land: ___ _
Occupied By· Ov.ner: Lessee: _________ Tenants: _____ _
ls any portion of new loan funds to he used for construction? (circle one) YES NO
The subject of this Stalement of identity. assumes full respom-ibi/1ty for any and aff discrepancies, und agrees to hold harmless !he recipient herein
ji"om any losses sustained by relying on such information
Date:
\Signature)
Order No: 400·2381892-37
(Signature)
Page 19
C)
September 21, 2023
MADESIGN
Attn: Ian Paje
12975 Brookprinter Place. Suite 270
Poway, CA 92064
Order No. 400-2381892-37
California Title Company
2355 Northside Drive, Suite 310
San Diego, CA 92108
619-516-5227
Congratulations on your recent listing. On behalf of California Title Company, I would like to take this
opportunity to thank you for allowing us to provide you with the attached report.
To offer the best service you and your client deserve, please reference the order number below when an offer
has been accepted and you are ready to open escrow:
400-2381892-37
Should you need anything, please do not hesitate to contact me at:
Page 20
Marianna Cazares, Title Officer
Ph: 619-516-5227111
Email: mariannac@caltitle.com