HomeMy WebLinkAboutSDP 97-15; Carlsbad Family Housing Partnership; 1999-0038229; Property.I DOC rr 1999-0038229
JAN 22. 1393 4-59 pH
875% SRN DIEGO WUNTY RECORER'S DFFICE OTFICIFIL RECORDS
First American Title
RECORDED REQUEST OF
SUBDMSION MAPPING om. FEES: 0.00 GKEGORY J. SblIM, cozblp( RECORDER - MY: 2
.. AND WHEN RECORDED MAIL TO: 4., ; ?\ Attn: City of City Carlsbad Clerk l~l~l~l~~~l~~l~~~lllllllrylll 1999-0038229 \, ,, ',, 1 1200 Carlsbad Village Drive $!y Carlsbad, CA 92008 ,.
' " Attention: Housing and Redevelopment'Birector 4 No fee for recording pursuant to
. Government Code Section 27383
!. // 7.5480-6 {Above Space for Recorder's Use)
CITY LOAN DEED OF TR&T AND SECURITY AGREEMENT
THIS CITY LOAN DEED OF TRUST AND SECURITY AGREEMENT ("Deed of Trust")
is made as of this 8th day of January, 1999, by and among Carlsbad Family Housing
Partnership, a California Limited Partnership ("Trustor"), First American Title Insurance
Company, a California corporation ("Trustee"), and the City of Carlsbad, a municipal
corporation ("Beneficiary").
FOR GOOD AND VALUABLE CONSIDERATION, including the indebtedness herein
recited and the trust herein created, the receipt of which is hereby acknowledged, Trustor
hereby irrevocably grants, transfers, conveys and assigns to Trustee, IN TRUST, WITH
POWER OF SALE, for the benefit and security of Beneficiary, under and subject to the
terms and conditions hereinafter set forth, Trustor's fee interest in the property located in
the County of San Diego, State of California, that is described in the attached Exhibit A,
incorporated herein by this reference (the "Property").
TOGETHER WITH all interest, estates or other claims, both in law and in equity
which Trustor now has or may hereafter acquire in the Property and the rents:
TOGETHER WITH Trustor's interest in all easements, rights-of-way and rights used
in connection therewith or as a means of access thereto, including (without limiting the
generality of the foregoing) all tenements, hereditaments and appurtenances thereof and
thereto:
TOGETHER WITH Trustor's interest in any and all buildings and improvements of
every kind and description now or hereafter erected thereon, and all property of the Trustor
now or hereafter affixed to or placed upon the Property:
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TOGETHER WITH Trustor's interest in all building materials and equipment now or
hereafter delivered to said property and intended to be installed therein;
TOGETHER WITH all right, title and interest of Trustor, now owned or hereafter
acquired, in and to any land lying within the right-of-way of any street, open or proposed,
adjoining the Property, and any and all sidewalks, alleys and strips and areas of land
adjacent to or used in connection with the Property:
TOGETHER WITH Trustor's estate, interest, right, title, other claim or demand, of
every nature, in and to such property, including the Property, both in law and in equity,
including, but not limited to, all deposits made with or other security given by Trustor to
utility companies, the proceeds from any or all of such property, including the Property,
claims or demands with respect to the proceeds of insurance in effect with respect thereto,
which Trustor now has or may hereafter acquire, any and all awards made for the taking by
eminent domain or purchase in lieu thereof of the whole or any part of such property,
including without limitation, any awards resulting from a change of grade of streets and
awards for severance damages to the extent Beneficiary has an interest in such awards for
taking as provided in Paragraph 4.1 herein; and
TOGETHER WITH all of Trustor's interest in all articles of personal property or
fixtures now or hereafter attached to or used in and about the building or buildings now
erected or hereafter to be erected on the Property which are necessary to the complete and
comfortable use and occupancy of such building or buildings for the purposes for which
they were or are to be erected, and all renewals or replacements thereof or articles in
substitution therefor, whether or not the same are, or shall be attached to said building or
buildings in any manner.
All of the foregoing, together with the Property, is herein referred to as the
"Security." To have and to hold the Security together with acquittances to the Trustee, its
successors and assigns forever.
FOR THE PURPOSE OF SECURING:
(a) Payment of just indebtedness of Trustor to'8eneficiary as set forth in the
Note and the Loan Agreement (both as detined in Article I bebow) until paid or cancelled.
Said principal and other payments sh8H be due and payable as provided in the Note and the
Loan Agreement. The Note, the Loan Agreement, and the Regulatory Agreement (defined
below), and all their terms are incorporated herein by reference, and this conveyance shall
secure any and all extensions thereof, however evidenced; and
(b) Payment of any sums advanced by Beneficiary to protect the Security
pursuant to the terms and provisions of this Deed of Trust following a breach of Trustor's
obligation to advance said sums and the expiration of any applicable cure period, with
interest thereon as provided herein: and
(c) Performance of every obligation, covenant or agreement of Trustor contained
herein and in the Loan Documents (defined in Section 1.2 below).
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AND TO PROTECT THE SECURITY OF THIS DEED OF TRUST, TRUSTOR
COVENANTS AND AGREES:
ARTICLE 1
DEFINITIONS
In addition to the terms defined elsewhere in this Deed of Trust, the following terms
shall have the following meanings in this Deed of Trust:
Section 1 .I The term "Loan Agreement" means that certain Affordable Housing
Loan Agreement by and between Trustor and Beneficiary, dated as of January 8, 1999,
providing for the Beneficiary to loan to the Trustor One Million One Hundred Sixty
Thousand Dollars ($1,160,000) for the development on the Property of improvements.
Section 1.2 The term "Bank Deed of Trust" means the Construction Deed of Trust
with Assignment of Leases and Rents, Security Agreement and Fixture Filing to Union Bank
of California, N.A., as beneficiary, from Trustor, as trustor, securing a loan from Union
Bank of California, N.A.,'to Trustor in an amount not to exceed Seven Million Four Hundred
Twelve Thousand Dollars ($7.41 2,000).
Section 1.3 The term "Loan Documents" means this Deed of Trust, the Note, the
Loan Agreement, and the Regulatory Agreement.
Section 1.4 The term "Note" means the City Note in the principal amwt of One
Million One Hundred Sixty Thousand Dollars ($1,160,000) dated January-8, 19%.
executed by the Trustor in favor of the Beneficiary, the payment of which is secured by
this Deed of Trust. (A copy of the Note is on file with the Beneficiary and terms and
provisions of the Note are incorporated herein by reference.)
Section 1.5 The term "Principal" means the aggregate of the amounts required to
be paid under the Note.
Section 1.6 The term "Regularon/ Agreement" means'the Regulatory Agreement
by and between the Trustor and the Beneficiary of even date herewith.
ARTICLE 2
MAINTENANCE AND MODIFICATION OF
THE PROPERTY AND SECURITY
Section 2.1 Maintenance and Modification of the Property by Trustor.
The Trustor agrees that at all times prior to full payment of the sum owed under the
Note, the Trustor will, at the Trustor's own expense, maintain, preserve and keep the
Security or cause the Security to be maintained and preserved in good condition, subject to
Article 4 below. The Trustor will from time to time make or cause to be made all repairs,
replacements and renewals deemed proper and necessary by it. The Beneficiary shall have
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no responsibility in any of these matters or for the making of improvements or additions to
the Security.
Trustor agrees to pay fully and discharge (or cause to be paid fully and discharged)
all claims for labor done and for material and services furnished in connection with the
Security, diligently to file or procure the filing of a valid notice of cessation upon the event
of a cessation of labor on the work or construction on the Security for a continuous period
of thirty (30) days or more, and to take all other reasonable steps to forestall the assertion
of claims of lien against the Security of any part thereof. Trustor irrevocably appoints,
designates and authorizes Beneficiary as its agent (said agency being coupled with an
interest) with the authority, but without any obligation, to file for record any notices of
completion or cessation of labor or any other noti,ce that Beneficiary deems necessary or
desirable to protect its interest in and to the Security or the Loan Documents: provided,
however, that Beneficiary shall exercise its rights as agent of Trustor only in the event that
Trustor shall fail to take, or shall fail to diligently continue to take, those actions as
hereinbefore provided, after notice and expiration of all applicable cure periods.
Notwithstanding anything to the contrary contained in this Deed of Trust, Trustor
shall not be obligated to pay any claims for labor, materials or services which Trustor in
good faith disputes and is diligently contesting provided that Trustor shall, at Beneficiary's
written request, within thirty (30) days after the filing of any claim of lien, record in the
Office of the Recorder of San Diego County, a surety bond in an amount 1 and Yz times the
amount of such claim item to protect against a claim of lien, or provide such other security
reasonably satisfactory to Beneficiary.
Section 2.2 Granting of Easements.
Trustor may not grant easements, licenses, rights-of-way or other rights or
privileges in the nature of easements with respect to any property or rights included in the
Security except those required or desirable for installation and maintenance of public
utilities including, without limitation, water, gas, electricity, sewer, telephone and
telegraph, or those required by law. As to these exceptions, Beneficiary will grant and/or
direct the Trustee to grant such easements.
ARTICLE 3
TAXES AND INSURANCE: AD~~ANCES
Section 3.1 Taxes, Other Governmental Charges and Utility Charges.
Trustor shall pay, or cause to be paid, prior to delinquency, all taxes, assessments,
charges and levies imposed by any public authority or utility company which are or may
become a lien affecting the Security or any part thereof; provided, however, if such taxes,
assessments or charges may be paid in installments, Trustor may pay in such installments:
and provided further, that Trustor shall not be required to pay and discharge any such tax,
assessment, charge or levy so long as Trustor is contesting the legality thereof in good
faith and by appropriate proceedings and Trustor has adequate funds to pay any liabilities
contested pursuant to this Section 3.1. The provisions of this Section 3.1 shall not be
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construed to require that Trustor maintain a reserve account, escrow account, impound
account or other similar account for the payment of future taxes, assessments, charges
and levies.
In the event that Trustor shall fail to pay any of the foregoing items required by this
Section to be paid by Trustor, Beneficiary may (but shall be under no obligation to) pay the
same, after the Beneficiary has notified the Trustor in writing of such failure to pay and the
Trustor fails to fully pay such items within seven (7) business days after receipt of such
notice or, alternatively, provides Beneficiary with evidence Trustor is contesting such items
in accordance with this Section. Any amount so advanced therefor by Beneficiary, together
with interest thereon from the date of such advance at the maximum rate permitted by
law, shall become an additional obligation of Trustor to the Beneficiary and shall be secured
hereby, and Trustor agrees to pay all such amounts.
Section 3.2 Provisions Respecting Insurance.
Trustor agrees to provide insurance conforming in all respects to that required under
the Loan Documents during the course of construction and following completion, and at all
times until all amounts secured by this Deed of Trust have been paid obligations secured
hereunder fulfilled, and this reconveyed.
All such insurance policies and coverages shall be Trustor's sole cost,and expense.
Certificates of all of the above insurance policies, showing the full force and effect, shall be
delivered to the Beneficiary upon demand therefor at any time prior to'the Beneficiary's
receipt of the entire Principal and all amounts secured by this Deed of Trust.
Section 3.3 Advances.
In the event the Trustor shall fail to maintain the full insurancecoverage required by
this Deed of Trust, the Beneficiary, after at least seven (7) days prior written ,notice to
Beneficiary, may (but shall be under no obligation to) take out the required policies of
insurance and pay the premiums on the same; and all amounts so advanced therefor by the
Beneficiary shall become an additional obligation of the Trustor to the Beneficiary (together
with interest as set forth below) and shall be secured hereby, which amounts the Trustor
agrees to pay on the demand of the Beneficiary, and if not so paid, shall bear interest from
the date of the advance at the rate of six percent (6%) per annum.
ARTICLE 4
DAMAGE, DESTRUCTION OR CONDEMNATION
Section 4.1 Awards and Damages.
All judgments, awards of damages, settlements and compensation made in
connection with or in lieu of (1) taking of all or any part of or any interest in the Property
by or under assertion of the power of eminent domain, (2) any damage to or destruction of
the Property or any part thereof by insured casualty, and (3) any other injury or damage to
all or any part of the Property ("Funds") are hereby assigned to and shall be paid, subject to
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' the rights of lienholders senior to Beneficiary, to the Beneficiary by a check made payable
to the Beneficiary. Upon the occurrence of an Event of Default (as defined in the Loan
Agreement), the Beneficiary shall be entitled to settle and adjust all claims under insurance
policies provided under this Deed of Trust and may deduct and retain from the proceeds of
such insurance the amount of all expenses incurred by it in connection with any such
settlement or adjustment. All fire and standard risk or extended coverage (casualty)
insurance proceeds shall be applied to the payment of the costs of repairing or rebuilding
that part of the improvements on the Property damaged or destroyed if (i) the Trustor
agrees in writing within ninety (90) days after payment of the proceeds of insurance that
such repair or rebuilding is economically feasible, and (ii) each lender of an outstanding
Construction and Permanent Loan (as defined in the Loan Agreement) permits such
repairing or rebuilding, provided that the extent of Trustor's obligation to restore the
improvements shall be limited to the amount of the insurance proceeds. If the
improvements are not repaired or rebuilt as provided in this Section 4.1, all such proceeds
shall be applied to repayment of outstanding loans including the loan secured by this Deed
of Trust, in the order of lien priority. Application of all or any part of the Funds collected
and received by the Beneficiary or the release thereof shall not cure or waive any default
under this Deed of Trust. The rights of the Beneficiary under this Section 4.1 are subject to
the rights of any senior mortgage lender.
ARTICLE 5
AGREEMENTS AFFECTING THE PROPERTY; FURTHER ASSURANCES;
PAYMENT OF PRINCIPAL AND INTEREST
Section 5.1 Other Agreements Affecting Property.
The Trustor shall duly and punctually perform all terms, covenants, conditions and
agreements binding upon it under the Loan Documents and any other agreement of any
nature whatsoever now or hereafter involving or affecting the Security or any part thereof.
Section 5.2 Agreement to Pay Attorneys' Fees and Expenses.
In the event of any Event of Default (as defined below) hereunder, and if the
Beneficiary should employ attorneys or incur other expenses for the collection of amounts
due or the enforcement of performance or observance of an obligation or agreement on the
part of the Trustor in this Deed of Trust, the Trustor agrees that it will, on demand
therefor, pay to the Beneficiary the reasonable fees of such attorneys and such other
reasonable expenses so incurred by the Beneficiary; and any such amounts paid by the
Beneficiary shall be added to the indebtedness secured by the lien of this Deed of Trust,
and shall bear interest from the date such expenses are incurred at the ten percent (10%)
per annum.
Section 5.3 Payment of the Principal.
The Trustor shall pay to the Beneficiary the Principal and any other payments as set
forth in the Note in the amounts and at the times set out therein.
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Section 5.4 Personal Property.
To the maximum extent permitted by law, the personal property subject to this
Deed of Trust shall be deemed to be fixtures and part of the real property and this Deed of
Trust shall constitute a fixtures filing under the California Commercial Code. As to any
personal property not deemed or permitted to be fixtures, this Deed of Trust shall
constitute a security agreement under the California Commercial Code.
Section 5.5 Financing Statement.
The Trustor shall execute and deliver to the Beneficiary such financing statements
pursuant to the appropriate statutes, and any other documents or instruments as are
reasonably required to convey to the Beneficiary a valid perfected security interest in the
Security. The Trustor agrees to perform all acts which the Beneficiary may reasonably
request so as to enable the Beneficiary to maintain such valid perfected security interest in
the Security in order to secure the payment of the Note in accordance with its terms. The
Beneficiary is authorized to file a copy of any such financing statement in any jurisdictions)
as it shall deem appropriate from time to time in order to protect the security interest
established pursuant to this instrument.
Section 5.6 Operation of the Security.
The Trustor shall operate the Security (and, in case of a transfer of a portion of the
Security subject to this Deed of Trust, the transferee shall operate such portion of the
Security) in full compliance with the Loan Documents.
Section 5.7 Inspection of the Security.
At any and all reasonable times upon seventy-two (72) hours' prior written notice,
subject to the rights of tenants, the Beneficiary and its duly authorized agents, attorneys,
experts, engineers, accountants and representatives shall have the right, without payment
of charges or fees, to inspect the Security.
Section 5.8 Nondiscrimination.
The Trustor herein covenants by and for itself, its heirs, executors, administrators,
and assigns, and all persons claiming under or through them, that there shall be no
discrimination against or segregation of, any person or group of persons on account of
race, color, creed, religion, age, disability, sex, sexual orientation, marital status, national
origin or ancestry in the sale, lease, sublease, transfer, use, occupancy, tenure or
enjoyment of the Security, nor shall the Trustor itself or any person claiming under or
through it establish or permit any such practice or practices of discrimination or segregation
with reference to the selection, location, number, use or occupancy of tenants, lessees,
subtenants, sublessees or vendees in the Security. The foregoing covenants shall run with
the land.
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Section 5.9 Subordination.
The lien of this Deed of Trust shall be subordinate to the lien of the Bank Deed of
Trust, recorded concurrently herewith. And upon closing the Permanent Loan, Beneficiary
shall subordinate this Deed of Trust to the lien securing the permanent loans.
ARTICLE 6
EVENTS OF DEFAULT AND REMEDIES
Section 6.1 Acceleration of Maturity,
If an Event of Default, (as defined in the Loan Agfeement), shall have occurred and
be continuing, then at the option of the Beneficiary, the amount of any payment related to
the Event of Default and the unpaid Principal of the Note shall immediately become due and
payable, upon written notice by the Beneficiary to the Trustor (or automatically where so
specified in the Loan Documents), and no omission on the part of the Beneficiary to
exercise such option when entitled to do so shall be construed as a waiver of such right.
Section 6.2 The Beneficiary's Right to Enter and Take Possession.
If an Event of Default shall have occurred and be continuing, the Beneficiary may:
(a) Either in person or by agent, with or without bringing any action or
proceeding, or by a receiver appointed by a court, and without regard to the adequacy of
its security, enter upon the Security and take possession thereof (or any part thereof), in its
own name or in the name of Trustee, and do any acts which it deems necessary or
desirable to preserve the value or marketability of the Property, or part thereof or interest
therein, increase the income therefrom or protect the security thereof. The entering upon
and taking possession of the Security shall not cure or waive any Event of Default or
Notice of Default (as defined below) hereunder or invalidate any act done in response to
such Event of Default or pursuant to such Notice of Default and, notwithstanding the
continuance in possession of the Security, Beneficiary shall be entitled to exercise every
right provided for in this Deed of Trust, or by law upon occurrence of any Event of Default,
including the right to exercise the power of sale;
(b) commence an action to foreclose thm Deed of Trust as a mortgage, appoint a
receiver, or specifically enforce any of the covenants hereof;
(c) Deliver to Trustee a written declaration of default and demand for sale, and a
written notice of default and election to cause Trustor's interest in the Security to be sold
("Notice of Default and Election to Sell"), which notice Trustee or Beneficiary shall cause to
be duly filed for record in the official Records of San Diego County; or
(d) Exercise all other rights and remedies provided herein, or in any other
document or agreement now or hereafter evidencing, creating or securing all or any portion
of the obligations secured hereby, or provided by law.
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Section 6.3 Foreclosure By Power of Sale.
Should the Beneficiary elect to foreclose by exercise of the power of sale herein
contained following an Event of Default, the Beneficiary shall give notice to the Trustee
(the "Notice of Sale") and shall deposit with Trustee this Deed of Trust which is secured
hereby (and the deposit of which shall be deemed to constitute evidence that the unpaid
principal amount of the Note is immediately due and payable), and such receipts and
evidence of any expenditures made that are additionally secured hereby as Trustee may
reauire.
(a) Upon receipt of such notice from the5meficiary. Trustee shall cause to be
recorded, published and delivered to Trustor such Notice of Default and Election to Sell as
then required by law and by this Deed of Trust. Trustee shall, without demand on Trustor,
after lapse of such time as may then be required by law and after recordation of such
Notice of Default and Election to Sell and after Notice of Sale having been given as required
by law, sell the Security, at the time and place of sale fixed by it in said Notice of Sale,
whether as a whole or in separate lots or parcels or items as Trustee shall deem expedient
and in such order as it may determine unless specified otherwise by the Trustor according
to California Civil Code Section 2924g(b), at public auction to the highest bidder, for cash
in lawful money of the United States payable at the time of sale. Trustee shalt deliver to
such purchaser or purchasers thereof its good and sufficient deed or deeds conveying the
property so sold, but without any covenant or warranty, express or implied. The recitals in
such deed or any matters of facts shall be conclusive proof of the truthfulness thereof. Any
person, including, without limitation, Trustor, Trustee or Beneficiary, may purchase at such
sale, and Trustor hereby covenants to warrant and defend the title of such purchaser or
purchasers.
(b) After deducting all reasonable costs, fees and expenses ofTrustee, including
costs of evidence of title in connection with such sale, Trustee shalt apply the proceeds of
sale to payment of: li) the unpaid Principal amount of the Note; (ii) all other amounts owed
to Beneficiary under the Loan Documents; (iii) all other sums then secured hereby; and (iv)
the remainder, if any, to Trustor.
(cl Trustee may postpone sale of all or any portion of the Property by public
announcement at such time and place of sale, and from time to time thereafter, and
without further notice make such sale at the time fixed by the last postponement, or ray, in
its discretion, give a new Notice of Sale.
Section 6.4 Receiver.
If an Event of Default shall have occurred and be continuing, Beneficiary, as a
matter of right and without further notice to Trustor or anyone claiming under the Security,
and without regard to the then value of the Security or the interest of Trustor therein, shall
have the right to 'apply to any court having jurisdiction to appoint a receiver or receivers of
the Security (or a part thereof), and Trustor hereby irrevocably consents to such
appointment and waives further notice of any application therefor. Any such receiver or
receivers shall have all the usual powers and duties of receivers in like or similar cases, and
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all the powers and duties of Beneficiary in case of entry as provided herein, and shall
continue as such and exercise all such powers until the date of confirmation of sale of the
Security, unless such receivership is sooner terminated.
Section 6.5 Remedies Cumulative.
Subject to Section 7.1 3 below, no right, power or remedy conferred upon or
reserved to the Beneficiary by this Deed of Trust is intended to be exclusive of any other
right, power or remedy, but each and every such right, power and remedy shall be
cumulative and concurrent and shall be in addition to any other right, power and remedy
given hereunder or now or hereafter existing at law or in equity.
Section 6.6 No Waiver.
(a) No delay or omission of the Beneficiary to exercise any right, power or
remedy accruing upon any Event of Default shall exhaust or impair any such right, power or
remedy, or shall be construed to be a waiver of any such Event of Defauft or acquiescence
therein; and every right, power and remedy given by this Deed of Trust to the Beneficiary
may be exercised from time to time and as often as may be deemed expeditious by the
Beneficiary. No consent or waiver, expressed or implied, by the Beneficiaw to any breach
by the Trustor in the performance of the obligations hereunder shall be deemed or
construed to be a consent to or waiver of obligations of the Trustor hereunder. Failure on
the part of the Beneficiary to complain of any act or failure to act or to declare an Event of
Default, irrespective of how long such failure continues, shall not constitute a waiver by
the Beneficiary of its right hereunder or impair any rights, power or remedies consequent on
any Event of Default by the Trustor.
(b) If the Beneficiary (i) grants forbearance or an extension of time for the
payment of any sums secured hereby, (ii) takes other or additional security or the payment
of any sums secured hereby, (iii) waives or does not exercise any right granted in the Loan
Documents, (iv) releases any part of the Security from the lien of this Deed of Trust, or
otherwise changes any of the terms, covenants, conditions or agreements in the Loan
Documents, (v) consents to the granting of any easement or other right affecting the
Security, or (iv) makes or consents to any agreement subordinating the lien hereof, any
such act or omission shall not release, discharge, modify, change or affect the obligations
under this Deed of Trust, or any other obligation of the Trustor or any subsequent
purchaser of the Security or any part thereof, or any maker, co-signer, endorser, surety or
guarantor (unless expressly released); nor shall any such act or omission preclude the
Beneficiary from exercising any right, power or privilege herein granted or intended to be
granted in any Event of Default then made or of any subsequent Event of Default, nor,
except as otherwise expressly provided in an instrument or instruments executed by the
Beneficiary shall the lien of this Deed of Trust be altered thereby.
Section 6.7 Suits to Protect the Security.
The Beneficiary shall have power to (a) institute and maintain such suits and
proceedings as it may deem expedient to prevent any impairment of the Security and the
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rights of the Beneficiary as may be unlawful or any violation of this Deed of Trust, (b)
preserve or protect its interest (as described in this Deed of Trust) in the Security, and (c)
restrain the enforcement of or compliance with any legislation or other governmental
enactment, rule or order that may be unconstitutional or otherwise invalid, if the
enforcement for compliance with such enactment, rule or order would impair the Security
thereunder or be prejudicial to the interest of the Beneficiary.
Section 6.8 Trustee May File Proofs of Claim.
In the case of any receivership, insolvency, bankruptcy, reorganization,
arrangement, adjustment, composition or other proceedings affecting the Trustor, its
creditors or its property, the Beneficiary, to the extent permitted by law, shall be entitled to
file such proofs of claim and other documents as may be necessary or advisable in order to
have the claims of the Beneficiary allowed in such proceedings and for any additional
amount which may become due and payable by the Trustor hereunder after such date.
Section 6.9 Waiver.
The Trustor waives presentment, demand for payment, notice of dishonor, notice of
protest and nonpayment, protest, notice of interest on interest and late charges, and
diligence in taking any action to collect any sums owing under the Note or in proceedings
against the Security, in connection with the delivery, acceptance, performance, default,
endorsement or guaranty of this Deed of Trust.
ARTICLE 7
MISCELLANEOUS
Section 7.1 Amendments.
This instrument cannot be waived, changed, discharged,or terminated orally, but
only by an instrument in writing signed by Beneficiary and Trustor.
Section 7.2 Reconveyance by Trustee.
Upon written request of Beneficiary stating that all sums secured hereby have been
paid or forgiven, and upon surrender of this Deed of Trust to Trustee for cancellation and
retention, and upon payment by Trustor of Trustee's reasonable fees, Trustee shall
reconvey the Security to Trustor, or to the person or persons legally entitled thereto.
Section 7.3 Notices.
If at any time after the execution of this Deed of Trust it shall become necessary or
convenient for one of the parties hereto to serve any notice, demand or communication
upon the other party, such notice, demand or communication shall be in writing and shall
be served personally or by depositing the same in the registered United States mail, return
receipt requested, postage prepaid and (1) if intended for Beneficiary shall be addressed to:
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City of Carlsbad
Housing and Redevelopment Department
2965 Roosevelt Drive, Suite B
Carlsbad, CA 92008
Attention: Housing and Redevelopment Director
and (2) if intended for Trustor shall be addressed to:
Carlsbad Family Housing Partnership, a
California Limited Partnership w Barone Galasso &,Associates Incorporated
Attn: Michael 8. Galasso
600 West Broadway, Suite 1070
San Diego, California 92101
and, following notice to Beneficiary that Boston Capital (or its affiliate) has become a
limited partner of the Trustor, with a copy to:
The California Corporate Tax Credit Fund 111
c/o Boston Capital
Attn: Neal Opper
One Boston Place, 21"' Floor
Boston, MA 01 208
Any notice, demand or communication shall be deemed given, received, matie of
communicated on the date personal delivery is effected or, if mailed In the manner herein
specified, on the delivery date or date delivery is refused by the addressee, as shown on
the return receipt. Either party may change its address at any time by giving written notice
of such change to Beneficiary or Trustor as the case may be, in the manner provided
herein, at least ten (10) days prior to the date such change is desired to be effective.
Section 7.4 Captions.
The captions or headings at the beginning of each Section hereof are for the
convenience of the parties and are not a part of this Deed of Trust.
Section 7.5 Invalidity of Certain Provisions.
Every provision of this Deed of Trust is intended to be severable. In the event any
term or provision hereof is declared to be illegal or invalid for any reason whatsoever by a
court or other body of competent jurisdiction, such illegality or invalidity shall not affect the
balance of the terms and provisions hereof, which terms and provisions shall remain
binding and enforceable. If the lien of this Deed of Trust is invalid or unenforceable as to
any part of the debt, or if the lien is invalid or unenforceable as to any part of the Security,
the unsecured or partially secured portion of the debt, and all payments made on the debt,
whether voluntary or under foreclosure or other enforcement action or procedure, shall be
Rancho Canillo DOT.fina1 12 01/14/99
c
considered to have been first paid or applied to the full payment of that portion of the debt
which is not secured or partially secured by the lien of this Deed of Trust.
Section 7.6 Governing Law.
This Deed of Trust shall be governed by and construed in accordance with the laws
of the State of California.
Section 7.7 Gender and Number.
In this Deed of Trust the singular shall include the plural and the masculine shall
include the feminine and neuter and vice versa, if the context so requires.
Section 7.8 Deed of Trust, Mortgage.
Any reference in this Deed of Trust to a mortgage shall also refer to a deed of trust
and any reference to a deed of trust shall also refer to a mortgage.
Section 7.9 Actions.
Trustor agrees to appear in and defend any action or proceeding purporting to affect
the Security.
Section 7.10 Substitution of Trustee.
Beneficiary may from time to time substitute a successor or successors to any
Trustee named herein or acting hereunder to execute this Trust. Upon such appointment.
and without conveyance to the successor trustee, the latter shall be vested with all title,
powers, and duties conferred upon any Trustee herein named or acting hereunder. Each
such appointment and substitution shall be made by written instrument executed by
Beneficiary, containing reference to this Deed of Trust and its place of record, which, when
duly recorded in the proper office of the county or counties in which the Property is
situated, shall be conclusive proof of proper appointment of the successor trustee.
Section 7.1 1 Statute of Limitations.
The pleading of any statute of limitations as a aefense to any and all obligations
secured by this Deed of Trust is hereby waived to the full extent permissible by law.
Section 7.1 2 Acceptance by Trustee.
Trustee accepts this Trust when this Deed of Trust, duly executed and
acknowledged, is made public record as provided by law. Except as otherwise provided by
law the Trustee is not obligated to notify any party hereto of pending sale under this Deed
of Trust or of any action of proceeding in which Trustor, Beneficiary, or Trustee shall be a
party unless brought by Trustee.
Rancho Carrillo DOT.final 13 01/14/99
Section 7.1 3 Nonrecourse Obligations
Except as provided below, neither the Trustor nor any partner of the Trustor shall
have any direct or indirect personal liability for payment of the principal of, or interest on,
the Note, the Loan Agreement or the performance of the covenants of Trustor under this
Deed of Trust. The sole recourse of the Beneficiary Trustor with respect to the principal of,
or interest on, the Note and defaults by Borrower in the performance of its covenants under
the Loan Agreement, and Deed of Trust shall be to the property described in the Deed of
Trust; Provided, however, that nothing contained in the foregoing limitation of liability shall
la) limit or impair the enforcement against all such security for the Note of all the rights and
remedies of the City thereof, or (b) be deemed in any way to impair the right of the City
thereof to assert the unpaid principal amount of the Note as demand for money within the
meaning and intendment of Section 431.70 of the California Code of Civil procedure or any
successor provisions thereto. The foregoing limitation of liability is intended to apply only to
the obligation for the repayment of the principal of, and payment of interest on the Note
and the performance of Trustor’s obligations under the City’s Deed of Trust, except as
hereafter se forth; nothing contained therein is intended to relieve the Borrower of its
obligation to indemnify the City under Section 8.1 1 and 8.1 2fc) of the City Loan
Agreement, or liability for (I) fraud or willful misrepresentation; (ii) the failure to pay taxes,
assessments or other charges which may create liens on the Property that are payable or
applicable prior to any foreclosure under the City Deed of Trust (to the full extent of such
taxes, assessments or other charges); (iii) the fair market value of any personal property or
fixtures removed or disposed of by Borrower other than in accordance with the City Deed
of Trust; and (iv) the misapplication of any proceeds under any insurance policies or awards
resulting from condemnation or the exercise of the power of eminent domain or by reason
of damage, loss or destruction to any portion of the Property.
Section 7.14 Restrictions under the Internal Revenue Code.
The parties hereto acknowledge that Section 42(h)(6)(E)(ii) of the Internal Revenue
code of 1986, as amended, does not permit the eviction or termination of tenancy (other
than for good cause) of an existing tenant of any low-income unit or any increase in the
gross rent with respect to such unit not otherwise permitted under Section 42 for a period
of three (31 years after the date the building is acquired by foreclosure or instrument in lieu
of foreclosure. Beneficiary agrees that, in the event Beneficiary acquires the Property
through foreclosure or an instrument in lieu of foreclosure, Beneficiary will refrain for a 3-
year period thereafter from terminating tenancies (other than for good cause) or increasing
rents in a manner not permitted by Section 42.
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IN WITNESS WHEREOF, Trustor has executed this Deed of Trust as of the
day and year first above written.
TRUSTOR:
CARLSBAD FAMILY HOUSING PARTNERSHIP, a
California limited partnership
By:
By:
Housing Opportunities, Inc., a California
nonprofit public benefit corporation,
Managing General Partner
Title: &*
Barone Galasso & Associates
Incorporated, a Delaware corporation, Co-
Title:
Rancho Canillo DOT.fina1 18 01/14/99
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO 1
Notary Public in and for said State, personally appe!fdJ\)%&i(?{ h./k.ih%o 9L.hl,&/k;h&
-known tt3 me (or proved to me on the basis of satisfactory evidence) to be the
person(s) whose name(s)&/are subscribed to the within instrument and acknowledged to
me that hetstrelthey executed the same in hidbfdtheir authorized capacity(ies), and that by
i%&w/their signaturds) on the instrument, the person(s), or the entity upon behalf of
which the person(s) acted, executed the instrument.
) ss.
On%a 15 , 193, before me, -k ($“mm
WITNESS my hand,and official seal.
Rancho Carrillo DOT.fina1 16 01/14/99
r
ORDER NO. 1175480-6
EXHIBIT "A"
LOT 207 OF CARLSBAD TRACT NO. 97-02, RANCHO CARRILLO VILLAGES "A-D", IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA,
ACCORDING TO MAP THEREOF NO. 13582, FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO COUNTY, JUNE 10, 1998.
T:03/04/98 O8:31:47 U: / / CE 00