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HomeMy WebLinkAbout; Gertzki, Oliver & Kelley; 2025-0169794: PropertyRECORDING REQUESTED BY: Chicago Title Company When Recorded Mail Document and Tax Statement To: Sheila R. Cobian The City of Carlsbad 1200 Carlsbad Village Drive Carlsbad,CA 92008 DOC# 2025-0169794 111111111111 lllll 111111111111111111111111111111 IIIII IIIII IIIII IIII IIII Jun 26, 2025 12:34 PM 'OFFICIAL RECORDS JORDAN Z. MARKS, SAN DIEGO COUNTY RECORDER FEES: $0.00 (SB2 Atkins: $0.00) PCOR: YES PAGES:7 Escrow No.: 73725002835 SPACE ABOVE THIS LINE FOR RECORDER'S USE The document is executed or recorded by the Federal government in accordance with the Uniform Federal Lien Registration Act (GC 27388.1 (aJ (2) (C)). APN/Parcel ID(s): 213-190-05-07 GRANT DEED The undersigned grantor(s) declare(s) $0.0"0 0 This transfer is exempt from the documentary transfer tax. The grantee is the United States or an agency or instrumentality thereof, a state or territory, or political subdivision thereof, R & T 11922. □ The documentary transfer tax is $0.00 and is computed on: □ the full value of the interest or property conveyed. □ the full value less the liens or encumbrances remaining thereon at the time of sale. The property is located in 0 the City of Carlsbad. FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, Oliver Gertzki and Kelley Gertzki, husband and wife as community property hereby GRANT(S) to The City of Carlsbad the following described real property in the City of Carlsbad, County of San Diego, State of California: For APN/Parcel ID{&): 2~3-190-05-07 THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS: A more C<?mplete legal description attached hereto and made a part hereof marked as Exhibit "A" PROPERTY COMMONLY KNOWN AS: 6217 Shamrock Place, Carlsbad, CA 92009 Grant Deed SCA0000129.doc I Updated: 06.04.25 Printed: 06.25.25 @ 04:43 PM CA-CT-FWDO-02180.055822-73725002835 GRANT DEED ( continued) APN/Parcel ID(s): 213-190-0507 Dated: April 24, 2025 IN WITNESS WHEREOF, the undersigned have executed this document on the date(s) set forth below. Oliv Kell 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 ((laJt, vr \J. q County of S (l,'l\_ uttl ~\ v I . ( --i C"),[) )S {1, .,,· (\/" (.flu.A\ On ____ \fJ_-_? __ J_• ____ before me, ___ \jA. __ '_ ,_f'J-V'-___________ , Notary Public, (here insert name and title of the officer) personally appeared • -(: ( / .,e i {1 fr f-z:-t ,· , 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 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. Grant Deed SCA0000129.doc / Updated: 01.03.25 Printed: 04.24.25@ 11 :06 AM CA-CT-FWDO-02180.055822-73725002835 ACKNOWLEDGMENT 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 California S o· County of an iego on (p -I v,-97)")"( before me, Cari Hatfield, Notary Public -~---------(insert name and title of the officer) personally appearec;! ( ' V -€.f 0-e ff-U-t' 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 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. D@ c · 1 =·i CA°RI HAT~IELD A ! -~··· COMM. #2435456 ~ WITNESS my hand and official seal. ~ • • NOTARYPUBLIC-CALIFORNIA ~ U . , SAN DIEGO COUITTY _. L ' · My Commission Expires J JANYARY 22 2027 0 'O' C ~·llllli!iplllriil .. R!ii!!Mllilli I (Seal) CERTIFICATE OF ACCEPTANCE (Pursuant to Government Code 27281) This is to certify that the interest in real property conveyed by the Grant Deed from Oliver Gertzki and Kelley Gertzki to the City of Carlsbad, a municipal corporation (the "City"), is hereby accepted on June 181 2025, by the undersigned officer or agent on behalf of the City pursuant to authority conferred by City Council Resolution No. 2025-085 adopted on April 22, 2025, and the City Council consents to the recordation of said document in the Office of the Recorder of San Diego County, State of California. CITY OF CARLSBAD, a municipal corporation By:~ iliQ--~ Name: Sheila Cobian Its: Assistant City Manager Signature must be notarized ACKNOWLEDGMENT 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 California County of San Diego On June 19, 2025 before me, Shelby M. Nelson, Notary Public (insert name and title of the officer) personally appeared _S_h_e_i_la_C_o_b_i_a_n ____________________ _ 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 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. WITNESS my hand and official seal. eal) NOTARY SEAL CERTIFICATION (Government Code 27361.7) __ San Diego __ Place of Execution I CERTIFY UNDER PENALTY OF PURJURY THAT THE NOTARY SEAL ON THE DOCUMENT TO WHICH THIS STATEMENT IS ATTACHED READS AS FOLLOWS: Name of the Notary: SHELBY M. NELSON Commission Number: 2373071 Date Commission Expires: 8/31/2025 County Where Bond is Filed: SAN DIEGO Manufacturer of Vendor Number: NNAl G I ~ \ /20 ~ ( Date Evangf lene Jocson-Basmayor For APN/Parcel ID(s): 213-190-05-07 EXHIBIT "A" Legal Description THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS: A CONDOMINIUM UNIT COMPOSED OF: PARCEL 1 (COMMON AREA INTEREST): AN UNDIVIDED FRACTIONAL INTEREST AS TENANT IN COMMON IN AND TO THE COMMON AREA OF PHASE 3 AS DESCRIBED ON THE MULBERRY AT BRESSI RANCH CONDOMINIUM PLAN {THE "CONDOMINIUM PLAN") RECORDED ON FEBRUARY 11, 2005, AS DOCUMENT NO. 2005-117224, IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO COUNTY, CALIFORNIA, BEING A PORTION OF LOT 1 OF CARLSBAD TRACT MAP CT 03-03, IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, ACCORDING TO MAP THEREOF NO. 14800 FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO COUNTY ON MAY 21, 2004. THE UNDIVIDED FRACTIONAL INTEREST HEREBY CONVEYED IS THE RECIPROCAL OF THE NUMBER OF LIVING UNITS SHOWN ON THE CONDOMINIUM PLAN AS BEING WITHIN PHASE 3 OF THE CONDOMINIUM PLAN. EXCEPTING THEREFROM ALL LIVING UNITS SHOWN ON THE CONDOMINIUM PLAN. EXCEPTING THEREFROM THE EXCLUSIVE RIGHT TO POSSESSION AND USE OF ANY EXCLUSIVE USE AREA SHOWN ON THE CONDOMINIUM PLAN. PARCEL 2 (LIVING UNIT): LIVING UNIT NO. 47, AS SHOWN UPON THE CONDOMINIUM PLAN. PARCEL 3 (EXCLUSIVE USE AREAS): THE EXCLUSIVE RIGHT TO USE ANY EXCLUSIVE USE AREA SHOWN ON THE CONDOMINIUM PLAN AS BEING APPURTENANT TO THE LIVING UNIT DESCRIBED IN PARCEL 2 ABOVE. PARCEL 4 (EASEMENT OVER ASSOCIATION PROPERTY): A NON-EXCLUSIVE EASEMENT FOR USE AND ENJOYMENT OF AND ACCESS OVER THE ASSOCIATION PROPERTY ("ASSOCIATION PROPERTY") IS DEFINED IN THE DECLARATION OF COVENANTS, CONDITIONS AND RESTRICTIONS AND RESERVATION OF EASEMENTS FOR MULBERRY AT BRESSI RANCH DESCRIBED), EXCEPTING ANY EXCLUSIVE USE AREA. THE EASEMENT HEREBY RESERVED, WHICH IS APPURTENANT TO THE LIVING UNIT DESCRIBED ABOVE, IS FOR ACCESS AND USE OF THE ASSOCIATION PROPERTY, SUBJECT TO THE PROVISIONS OF THE DECLARATION OF COVENANTS, CONDITIONS AND RESTRICTIONS AND RESERVATION OF EASEMENTS FOR MULBERRY AT BRESSI RANCH AND THE RULES AND REGULATIONS OF THE MULBERRY AT BRESSI RANCH HOMEOWNERS ASSOCIATION, A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION. CL TA Preliminary Report Form ((02/03/2023)) 3 Printed: 04.27.25@ 04:26 AM CA-CT-FWDO-02180 .055820-SPS-1-25-73725002835 Docusign Envelope ID: 44 756DBA-E5A8-4 7ED-B06E-7B6F6A 17F602 BOE-502-A (P1) REV. 18 (05-23) PRELIMINARY CHANGE OF OWNERSHIP REPORT To be completed by the transferee (buyer) prior to a transfer of subject property, in accordance with section 480.3 of the Revenue and Taxation Code. A Preliminary Change of Ownership Report must be filed with each conveyance in the County Recorder's office for the county where the property is located. NAME AND MAILING ADDRESS OF BUYERrTRANSFEREE (Mal<e necessary corrections to the printed name and mailing address) ' The City of Carlsbad 1200 Carlsbad Village Drive Carlsbad, CA 92008 7 ASSESSOR'S PARCEL NUMBER 213-190-05-07 SELLER/TRANSFEROR Oliver Gertzki and Kelley Gertzki BUYER'S DAYTIME TELEPHONE NUMBER 442-339-2917 L _J BUYER'S EMAIL ADDRESS Shiela,cobian@carlsbadca.gov STREET ADDRESS OR PHYSICAL LOCATION OF REAL PROPERTY 6217 Shamrock Place Carlsbad CA 92009 MO DAY YEAR □ YES lllil NO This property is intended as my principal residence. If YES, please indicate the date of occupancy or intended occupancy. DYES l}g NO Are you a 100% rated disabled veteran who was compensated at 100% by the Department of Veterans Affairs or an unmarried surviving spouse of a 100% rated disabled veteran? MAIL PROPERTY TAX INFORMATION TO (NAME) The Cit of Carlsbad MAIL PROPERTY TAX INFORMATION TO (ADDRESS) 1200 Carlsbad Village Drive CITY Carlsbad STATE ZIP CODE CA 92008 PART 1. TRANSFER INFORMATION Please complete all statements. This section contains possible exclusions from reassessment for certain types of transfers, YES NO □ ~ A. This transfer is solely between spouses (addition or removal of a spouse, death of a spouse, divorce settlement, etc.). D ~ B. This transfer is solely between domestic partners currently registered with the California Secretary of State (addition or removal of □ 0 □ IBI □ Ul&l □ [El] □ [El) □ ~ 131 □ □ IBI □ Im □ (igJ □ Im □ lg] □ jg! [EJJ □ □ 0 lg] □ * C. * D, * E. * F. * G. H. I. J. K. L. M. N, 0. * P. Q. a partner, death of a partner, termination settlement, etc.). This is a transfer: □ between parent(s) and child(ren) □ between grandparent(s) and grandchild(ren), Was this the transferor/grantor's principal residence? □ YES □ NO Is this a family farm? □ YES □ NO This transfer is the result of a cotenant's death, Date of death ____________ _ This transaction is to replace a principal residence owned by a person 55 years of age or older. This transaction is to replace a principal residence by a person who is severely disabled, This transaction is to replace a principal residence substantially damaged or destroyed by a wildfire or natural disaster for which the Governor proclaimed a state of emergency. This transaction is only a correction of the name(s) of the person(s) holding title to the property (e.g., a name change upon marriage). If YES, please explain: --------------------------------------- The recorded document creates, terminates, or reconveys a lender's interest in the property. This transaction is recorded only as a requirement for financing purposes or to create, terminate, or reconvey a security interest (e.g., cosigner). If YES, please explain: --------------------------------- The recorded document substitutes a trustee of a trust, mortgage, or other similar document. This is a transfer of property: 1. to/from a revocable trust that may be revoked by the transferor and is for the benefit of D the transferor, and/or D the transferor's spouse D registered domestic partner. 2, to/from an irrevocable trust for the benefit of the D creator/grantor/trustor and/or D grantor's/trustor's spouse D grantor's/trustor's registered domestic partner. This property is subject to a lease with a remaining lease term of 35 years or more including written options, This is a transfer between parties in which proportional interests of the transferor(s) and transferee(s) in each and every parcel being transferred remain exactly the same after the transfer. This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions, or restrictions imposed by specified nonprofit corporations. This transfer is to the first purchaser of a new building containing a D leased D owned active solar energy system. Other. This transfer is to Exercise the City's option to purchase subsidized property * Please refer to the instructions for Part 1. Please provide any other information that will help the Assessor understand the nature of the transfer. THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION Preliminary Change of Ownership (PCOR) SCA0000251.doc I Updated: 12.27.23 Page 1 Printed: 03.07.24@ 03:26 PM CA-CT-FWDO-02180 .055822-73724001482 Docusign Envelope ID: 44 756DBA-E5A8-4 7ED-B06E-7B6F6A 17F602 BOE-502-A (P2) REV. 18 (05-23) PART 2. OTHER TRANSFER INFORMATION Check and complete as applicable. A. Date of transfer, if other than recording date: ______ _ B. Type of transfer: IBl Purchase D Foreclosure D Gift D Trade or exchange D Merger, stock, or partnership acquisition (Form BOE-100-B) liil Contract of sale. Date of contract: April 22, 2025 □ Inheritance. Date of death: □ Sale/leaseback □ Creation of a lease □ Assignment of a lease □ Termination of a lease. Date lease began: Original term in years (including written options): ___ Remaining term in years (including written options): __ _ 1K] Other. Please explain: Exercise the City's option to purchase subsidized property C. Only a partial interest in the property was transferred. □ YES □ NO PART 3. PURCHASE PRICE AND TERMS OF SALE If YES, indicate the percentage transferred: ________ 0=1/o Check and complete as applicable. A. Total purchase price $ 286 405 B. Cash down payment or value of trade or exchange excluding closing costs Amount $_~28~6~4~05~---- C. First deed of trust @ ___ % interest for ___ years. Monthly payment $_______ Amount $ _ __,'-'0'------ D FHA ( __ Discount Points) □ Cal-Vet □ VA ( __ Discount Points) □ Fixed rate □ Variable rate D Bank/Savings & Loan/Credit Union D Loan carried by seller □ Balloon payment$______ Due date: ______ _ D. Second deed of trust @ ___ % interest for ___ years. Monthly payment $ _____ _ Amount $ ___ $_o ____ _ □ Fixed rate □ Variable rate □ Bank/Savings & Loan/Credit Union □ Loan carried by seller □ Balloon payment$______ Due date: ______ _ E. Was an Improvement Bond or other public financing assumed by the buyer? □ YES [xi NO Outstanding balance $ ___ $_0 _____ _ F. Amount, if any, of real estate commission fees paid by the buyer which are not included in the purchase price $ _ _;_$_0 ____ _ G. The property was purchased: D Through real estate broker. Broker name: __________ Phone number:~--~----- 5il Direct from seller □ From a family member-Relationship __________ _ □ Other. Please explain:----=======----------------------------------- H. Please explain any special terms, seller concessions, broker/agent fees waived, financing, and any other information (e.g., buyer assumed the existing loan balance) that would assist the Assessor in the valuation of your property. PART 4. PROPERTY INFORMATION Check and complete as applicable. A. Type of property transferred D Single-family residence D Multiple-family residence. Number of units: D Other. Description: (i.e., timber, mineral, water rights, etc.) □ Co-op/Own-your-own [RI Condominium □ Timeshare D Manufactured home D Unimproved lot D Commercial/Industrial B. □ YES rn NO Personal/business property, or incentives, provided by seller to buyer are included in the purchase price. Examples of personal property are furniture, farm equipment, machinery, etc. Examples of incentives are club memberships, etc. Attach list if available. If YES, enter the value of the personal/business property: $ _______ _ Incentives $ ________ _ C. D YES Q NO A manufactured home is included in the purchase price. If YES, enter the value attributed to the manufactured home: $ ________ _ □ YES l!I NO The manufactured home is subject to local property tax. If NO, enter decal number: ________ _ D. □ YES 5a NO The property produces rental or other income. If YES, the income is from: □ Lease/rent □ Contract □ Mineral rights □ Other: E. The condition of the property at the time of sale was: Q Good D Average D Fair D Poor Please describe: CERTIFICATION I certify (or declare) that the foregoing and all information hereon, including any accompanying statements or documents, is true and correct to the best of my knowledge and belief. DATE 6/24/2025 NAME OF BUYERrrRANSFEREE/PERSONAL REPRESENTATIVE/CORPORATE OFFICER (PLEASE PRINT) TITLE Sheila Cobian Assistant City Manager TELEPHONE (442 ) 339-2917 EMAIL ADDRESS sheila.cobian@carlsbadca.gov The Assessor's office may contact you for additional information regarding this transaction. Preliminary Change of Ownership (PCOR) SCA0000251.doc I Updated: 12.27.23 Page 2 Printed: 03.07.24@ 03:26 PM CA-CT-FWDO-02180.055822-73724001482