HomeMy WebLinkAboutCDP 2018-0014; 505 GLASS STUDIO; Coastal Development Permit (CDP)(}'"· {. City of
Carlsbad
LAND USE REVIEW
APPLICATION
P-1
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
APPLICATIONS APPLIED FOR: (CHECK BOXES)
Development Permits
~ Coastal Development Permit
D Conditional Use Permit
D Minor D Extension
D Day Care (Large)
Minor
D Environmental Impact Assessment
0 Habitat Management Permit
D Hillside Development Permit
D Minor
D Minor
D Nonconforming Construction Permit
D Planned Development Permit D Minor
D Residential D Non-Residential
D Planning Commission Determination
D Reasonable Accommodation
D Site Development Plan D1
Minor
D Special Use Permit
D Tentative Parcel Map (Minor Subdivision)
D Tentative Tract Map (Major Subdivision)
D Variance D Minor
(FOR DEPT. USE ONLY) Legislative Permits
CDt-''l-Ol[S,
001"'-\ ' D General Plan Amendment
D Local Coastal Program Amendment
D Master Plan D Amendment
D Specific Plan
D Zone Change
D Amendment
D Zone Code Amendment
South Carlsbad Coastal Review Area
Permits
D Review Permit
D Administrative O Minor O Major
Village Review Area Permits
!)ii Review Permit
--1 Administrative ~ Minor O Major
,-.,,w ~s-h1.u.--ti Olll_
(FOR DEPT. USE ONLY)
NOTE: A PROPOSED PROJECT REQUIRING APPLICATION SUBMITTAL MUST BE SUBMITTED BY APPOINTMENT'. PLEASE CONTACT THE APPOINTMENT SPECIALIST
AT (760) 602-2723 TO SCHEDULE AN APPOINTMENT.
ASSESSOR PARCEL NO(S}:
LOCATION OF PROJECT:
NAME OF PROJECT:
BRIEF DESCRIPTION OF
PROJECT:
PROJECT VALUE
(SITE IMPROVEMENTS)
FOR CITY USE ONLY
*SAME DAY APPOINTMENTS ARE NOT AVAILABLE
()0
30loo
(STREET ADDRESS)
£; 0 5 ~ L.4-SS STIJ .o t o
fv£:.....i,...J (J,o (} ,atv en ON -i. ~o ~ Pr (bl) l t.. b. N~
P2eTR-1L-G11--~~ Gt.A-6..:s sroo,?> To ~
R,Q5 31:. ~ f'bL.OwJJ ll:,Zi4-6S 0~ t Mr
"/ao /o10, l ~ I (Jl) . nib ESTIMATED COMPLETION DATE
1
Development No. t()~\/ U)\g' 001.,,) Lead Case No.
P-1 Page 1 of6 Revised 03/17
OWNER NAME (PLEASE PRINT)
INDIVIDUAL NAME
(if applicable): il,t,r J1/J OYVJ"P1.f>fl-No
COMPANY NAME
(if applicable):
MAILING ADDRESS:
CITY, STATE, ZIP:
TELEPHONE:
EMAIL ADDRESS:
I CERTIFY THAT I AM THE LEGAL OWNER AND THAT ALL THE ABOVE
INFORMATION IS TRUE AND CORRECT TO THE BEST OF MY
KNOWLEDGE. I CERTIFY AS LEGAL OWNER THAT THE APPLICANT AS
SET FORTH HEREIN IS MY AUTHORIZED REPRESENTATIVE FOR
PURPOSES OF T.lcll P, ATION.
/2.-it,-.u;J
DATE
APPLICANTS REPRESENTATIVE (Print):
MAILING ADDRESS:
CITY, STATE, ZIP:
TELEPHONE:
EMAIL ADDRESS:
I CERTIFY THAT I AM THE REPRESENTATIVE OF THE APPLICANT FOR
PURPOSES OF THIS APPLICATION AND THAT ALL THE ABOVE
INFORMATION IS TRUE AND CORRECT TO THE BEST OF MY
-)1.~ --1.. ~ u; ri KNO.WLEDGE. . ~ i L
SIGNATUR~ DAT '
APPLICANT NAME
INDIVIDUAL NAME
(if applicable):
COMPANY NAME
(if applicable):
MAILING ADDRESS:
CITY, STATE, ZIP:
TELEPHONE:
EMAIL ADDRESS:
(PLEASE PRINT)
SoS (.;,LASS STIJD10
"2>3S5 f<.1Dc,~CK.e.Sr t)e.
CP,-RLS 0Af\) CA ~ zoo&
~~-415.63lq 1
I CERTIFY THAT I AM THE LEGAL REPRESENTATIVE OF THE OWNER
AND THAT ALL THE ABOVE INFORMATION IS TRUE AND CORRECT TO
THE BEST OF MY KNOWLEDGE.
SIGNATURE
IN THE PROCESS OF REVIEWING THIS APPLICATION IT MAY BE NECESSARY FOR MEMBERS OF CITY STAFF, PLANNING
COMMISSIONERS OR CITY COUNCIL MEMBERS TO INSPECT AND ENTER THE PROPERTY THAT IS THE SUBJECT OF THIS
APPLICATION. INI/E COi<JSENTTO ENTRY FOR THIS PURPOSE.
NOTICE OF . RESTRICTION: PROPERTY OWNER ACKNOWLEDGES AND CONSENTS TO A NOTICE OF RESTRICTION BEING
RECORDED ON THE TITLE TO HIS PROPERTY IF CONDITIONED FOR THE APPLICANT. NOTICE OF RESTRICTIONS RUN WITH
THE L ND AND BIND UCCESSORS IN INTEREST.
~ 3 U If
FOR CITY USE ONLY
P-1 Page 2 of6
FEB 1 2018
CITY OF Cr\RLS3:D
P _A. '~,. G '.Y'J.:. =:.
DATE STAMP APPLICATION RECEIVED
RECEIVED BY:
Revised 03/17
C cicyo f
Carlsbad
DISCLOSURE STATEMENT
P-1(A)
Development Services
Planning Division
,, 1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
C, ...... v 0":: r J . . ~
r l
Applicant's statement or disclosure of certain ownership interests on all applications which will
require discretionary action on the part of the City Council or any appointed Board, Commission
or Committee.
The following information MUST be disclosed at the time of application submittal. Your project
cannot be reviewed until this information is completed. Please print.
Note:
Person is defined as "Any individual, firm, co -partnership, joint venture, association, social club, fraternal
organization, corporation, estate, trust, receiver, syndicate, in this and any other county, city and county,
city municipality, district or other political subdivision or any other group or combination acting as a unit."
Agents may sign this document; however, the legal name and entity of the applicant and property owner
must be provided below.
1. APPLICANT (Not the applicant's agent)
Provide the COMPLETE, LEGAL names and addresses of ALL persons having a
financial interest in the application. If the applicant includes a corporation or partnership,
include the names, titles, addresses of all individuals owning more than 10% of the
shares. IF NO INDIVIDUALS OWN MORE THAN 10% OF THE SHARES, PLEASE
INDICATE NON-APPLICABLE (N/A) IN THE SPACE BELOW. If a publicly-owned
corporation, include the names, titles, and addresses of the corporate officers. (A
separate page may be attached if necessary.)
Person MD.f?Y ~J L-11--J Corp/Part 5 o5 ~LA--SS Sn)D, o, U_..~
Title OvJ NE.£-Title_~O~v'l~"6=-!?:~~-------
Address '3 ?t;5 fZ 1C;)l,1::~sr ~ Address ~~~5 ~DC,~• b~
c,ticisf2:>'1--0 C4-elf d-oo<l CA-42-l,$ /bkf.:::> Gd-C\ ~oo 8
2. OWNER (Not the owner's agent)
P-1(A)
Provide the COMPLETE, LEGAL names and addresses of ALL persons having any
ownership interest in the property involved . Also , provide the nature of the legal
ownership (i.e., partnership, tenants in common, non-profit, corporation, etc.). If the
ownership includes a corporation or partnership, include the names, titles, addresses of
all individuals owning more than 10% of the shares. IF NO INDIVIDUALS OWN MORE
THAN 10% OF THE SHARES, PLEASE INDICATE NON-APPLICABLE (N/A) IN THE
SPACE BELOW. If a publicly-owned corporation, include the names, titles, and
addresses of the s,0')?9rate officers. (A separate page may be attached if necessary.)
/-Af.:)1GC, tJ£,e / TE.-
Person --:. MO"-r,:\--L6~ D Corp/Part __________ _
Title O ~~ Title ---------------
Address ! l 51 NIL,[) ~ LAJ Address __________ _
6N C,!N ,~ & CJ 'U)Jl\:
Page 1 of 2 Revised 07/10
3. NON-PROFIT ORGANIZATION OR TRUST
If any person identified pursuant to (1) or (2) above is a nonprofit organization or a trust,
list the names and addresses of ANY person serving as an officer or director of the non-
profit organization or as trustee or beneficiary of the.
Non Profit/Trust________ Non Profit/Trust _________ _
Title Title --------------------------
Address Address ----------------------
4. Have you had more than $500 worth of business transacted with any member of City
staff, Boards, Commissions, Committees and/or Council within the past twelve (12)
months?
D Yes [&o If yes, please indicate person(s): __________ _
NOTE: Attach additional sheets if necessary.
I certify that all the above information is true and correct to the best of my knowledge.
~ 1-z/z,1,/z.o 17
~ ~Q)
Signature of applicant/date
~AR:C,-V~~ITE MOf.JT?cL84NO
Print or type name of owner
M~V D.e:v' L. , rJ
Print or typelr;ame of applicant
Signature of owner/applicant's agent if applicable/date
Print or type name of owner/applicant's agent
P-1 (A) Page 2 of 2 Revised 07 /10
( City of
Carlsbad
PROJECT NAME:
APPLICANT NAME:
PROJECT DESCRIPTION
P-1 (8)
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
sos G LAss 5,u D, o
Please describe fully 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.
Description/Explanation:
FEB 1 ~ 2013
CIT f Or .-. I -l
. l
P-1(B) Page 1 of 1 Revised 07/10
glass studio
The proposed project is a retail art gallery and a hot glass studio. The hot glass studio will be a
facility for glassblowing artists to create hand blown functional and abstract glass. The retail
gallery will exhibit and sell the glass made in the studio, as well as exhibiting art from other
local artists. I am very enthusiastic about this project and I have many ideas about how it will
contribute to the community. I believe this type of venture complements current development
in Carlsbad.
As the site currently exists, there is a small concrete block building of approximately 600 square
feet. The site is a large property with a lot of space and a lot of parking. Our plan is to add a
custom built pre-fabricated building to the site, adding an additional 2300 square feet. This will
allow for a hot glass studio and a gallery to exhibit the glass created. The design will allow
visitors to view the artists at work -whether it is the usual wonderful Carlsbad weather or the
really unlikely rain.
There are several aspects to the business plan for The 505. One part is to invite glassblower
artists to visit Carlsbad for a residency to blow glass. As most of them live in Seattle, the
prospect of a week (any time of year) in warm Carlsbad is very enticing. It is my goal to
showcase these world class glassblowers demonstrating their skills at The 505. Additionally,
there are many glassblowers in Southern California who do not have their own hot shop. It is
very expensive to set up and maintain a hot glass studio and I hope to provide a rentable space
for local artists. Further, I hope to offer classes in glassblowing as well as events featuring
glassblowing. While it may take decades to become an accomplished artist, it is relatively easy
to make a paperweight. And it is really really fun.
For the specifics of the hot shop studio, we have hired Michael Hernandez, the Head of the
Glass Department at Palomar College to design the hot shop. The studio will include a state of
the art electric furnace and a cold-working shop. The shop will have plenty of open space and
windows to maximize the view of artists at work.
I welcome the opportunity to share my ideas and answer any questions about this unique
proposal.
(cicyof
Carlsbad
HAZARDOUS WASTE
AND SUBSTANCES
STATEMENT
P-1(C)
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
Consultation of Lists of Sites Related to Hazardous Wastes
(Certification of Compliance with Government Code Section 65962.5)
Pursuant to State of California Government Code Section 65962.5, I have consulted the
Hazardous Waste and Substances Sites List compiled by the California Environmental
Protection Agency and hereby certify that (check one):
The development project and any alternatives proposed in this application are not contained on the
lists compiled pursuant to Section 65962.5 of the State Government Code. -
□ The development project and any alternatives proposed in this application are contained on the lists
compiled pursuant to Section 65962.5 of the State Government Code.
APPLICANT
Name: MM<..{ t)E-\/ L-11'1
. Address: 3 3 S6 f:!..-1 t;.4£-02.E-51 ))e.
~M-f> CA--9'2oo~
Phone Number: ?'1 ¥ L{ \5 5 31 CJ
PROPERTY OWNER
Name: MA:!?...4 UE::fl t Tl::... Ho"-lm-t-e,ftt.Jo
Address:. \ \ 6 \ "'1 \ \.J:) l,t:),t..j~ l.M£
tNCJ "-11!1\-5 CA Ci 2-024
Phone Number: 7/p D 4 Lil/ 7;J.-O ~
Address of Site: 30 (;,Q) eob.5E'1 E.,L.,-r 'SI
Local Agency (City and County): ~L.S e,~ 1 "SA-+....J ~IE:..C,O Co()(\ ry
Assessor's book, page, and parcel number: APN '2.0? 30$ I lpOD
Specify list(s): ____________________________ _
Regulatory Identification Number: ______________________ _
Date of List ____________________________ _
-A-~~1·-=--'"""s·____.OJl)~/~D-~~-/_.J+-~-S_,,/,__/~1~~p rt _;....s· ~t-/D t /z_-1,,,UJ/7
pp 1cant 1gnature ate T ~a ure a e
The Hazardous Waste and Substances Sites List (Cortese List) is used by the State, local
agencies and developers to comply with the California Environmental Quality Act requirements
in providing infor ati0fl abo1:1tithe-locafon of hazardous materials release sites.
FEB 1 3 2018
P-1 (C) age 1 of 2 Revised 02/13
,-.. • .-! p_;..~, ........ ..,...._, ......I, j .-.J. -· J
_______________ r"'\ _______________ """I~
<_ City of
Carlsbad
STORM WATER STANDARDS
QUESTIONNAIRE
Development Services
Land Development Engineering
1635 Faraday Avenue
(760) 602-2750
www.carlsbadca.gov
E-34
I INSTRUCTIONS:
To address post-development pollutants that may be generated from development projects, the city requires that new
development and significant redevelopment priority projects incorporate Permanent Storm Water Best Management
Practices (BMPs) into the project design per Carlsbad BMP Design Manual (BMP Manual). To view the BMP Manual,
refer to the Engineering Standards (Volume 5).
This questionnaire must be completed by the applicant in advance of submitting for a development application
(subdivision, discretionary permits and/or construction permits). The results of the questionnaire determine the level of
storm water standards that must be applied to a proposed development or redevelopment project. Depending on the
outcome, your project will either be subject to 'STANDARD PROJECT' requirements or be subject to 'PRIORITY
DEVELOPMENT PROJECT' (PDP) requirements.
Your responses to the questionnaire represent an initial assessment of the proposed project conditions and impacts. City
staff has responsibility for making the final assessment after submission of the development application. If staff
determines that the questionnaire was incorrectly filled out and is subject to more stringent storm water standards than
initially assessed by you, this will result in the return of the development application as incomplete. In this case, please
make the changes to the questionnaire and resubmit to the city.
If you are unsure about the meaning of a question or need help in determining how to respond to one or more of the
questions, please seek assistance from Land Development Engineering staff.
A completed and signed questionnaire must be submitted with each development project application. Only one
completed and signed questionnaire is required when multiple development applications for the same project are
submitted concurrently.
PROJECT INFORMATION
PROJECT NAME: 5os Ci'LA--ss Srut:>,-o PROJECT ID:
ADDRESS: °30b0 f2oo~Gif ~AD ~~oot APN: 2.0 3 306 lt:>oo
The project is (check one): D New Development D Redevelopment
The total proposed disturbed area is: ;l-3d-3 ft2 ( ) acres
The total proposed newly created and/or replaced impervious area is: ~d-3 ft2 ( ) acres
If your project is covered by an approved SWQMP as part of a larger development project, provide the project ID and the
SWQMP # of the larger development project:
Project ID SWQMP#:
Then, go to Step 1 and follow the instructions. When completed, sign the form at the end and submit this with your
application to the city.
_)
FEB 1 ~ 2018
CIT ( Or r:, L:':, J
E-34 Page 1 of 4 f_r ... '. ... '~ r-..,!J.: -JREV02/16
STEP 1
TO BE COMPLETED FOR ALL PROJECTS
To determine if your project is a "development project", please answer the following question:
YES NO
Is your project LIMITED TO routine maintenance activity and/or repair/improvements to an existing building □ g,-' or structure that do not alter the size (See Section 1.3 of the BMP Design Manual for guidance)?
If you answered "yes" to the above question, provide justification below then go to Step 5, mark the third box stating "my
project is not a 'development project' and not subject to the requirements of the BMP manual" and complete applicant
information.
Justification/discussion: (e.g. the project includes only interior remodels within an existing building):
If you answered "no" to the above question, the project is a 'development project', go to Step 2.
STEP2
TO BE COMPLETED FOR ALL DEVELOPMENT PROJECTS
To determine if your project is exempt from PDP requirements pursuant to MS4 Permit Provision E.3.b.(3), please answer
the following questions:
Is your project LIMITED to one or more of the following:
YES NO
1. Constructing new or retrofitting paved sidewalks, bicycle lanes or trails that meet the following criteria:
a) Designed and constructed to direct storm water runoff to adjacent vegetated areas, or other non-
erodible permeable areas; □ u;r b) Designed and constructed to be hydraulically disconnected from paved streets or roads;
c) Designed and constructed with permeable pavements or surfaces in accordance with USEPA
Green Streets guidance?
2. Retrofitting or redeveloping existing paved alleys, streets, or roads that are designed and constructed in □ ~ accordance with the USEPA Green Streets guidance?
3. Ground Mounted Solar Array that meets the criteria provided in section 1.4.2 of the BMP manual? □ [u/
If you an~wered "yes" to one or more of the above questions, provide discussion/justification below, then go to Step 5, mark
the second box stating "my project is EXEMPT from PDP ... " and complete applicant information.
Discussion to justify exemption ( e.g. the project redeveloping existing road designed and constructed in accordance with
the USEPA Green Street guidance):
If you answered "no" to the above questions, your project is not exempt from PDP, go to Step 3.
E-34 Page 2 of 4 REV 04/17
STEP3
TO BE COMPLETED FOR ALL NEW OR REDEVELOPMENT PROJECTS
To determine if your project is a PDP, please answer the fo llowing questions (MS4 Permit Provision E.3.b.(1 )):
YES NO
1. Is your project a new development that creates 10,000 square feet or more of impervious surfaces
collectively over the entire project site? This includes commercial, industrial, residential, mixed-use, □ ~
and public development projects on public or private land.
2. Is your project a redevelopment project creating and/or replacing 5,000 square feet or more of
impervious surface collectively over the entire project site on an existing site of 10,000 square feet or □ ~ more of impervious surface? This includes commercial, industrial, residential, mixed-use, and public
development projects on public or private land.
3. Is your project a new or redevelopment project that creates and/or replaces 5,000 square feet or more
of impervious surface collectively over the entire project site and supports a restaurant? A restaurant is
[jJ/ a facility that sells prepared foods and drinks for consumption, including stationary lunch counters and □ refreshment stands selling prepared foods and drinks for immediate consumption (Standard In dustrial
Classification (SIC) code 5812).
4. Is your project a new or redevelopment project that creates 5,000 square feet or more of impervious [J/" surface collectively over the entire project site and supports a hillside development project? A hillside □ development project includes development on any natural slope that is twenty-five percent or greater.
5. Is your project a new or redevelopment project that creates and/or replaces 5,000 square feet or more
of impervious surface collectively over the entire project site and supports a parking lot? A parking lot is □ ~ a land area or facility for the temporary parking or storage of motor vehicles used personally for
business or for commerce.
6. Is your project a new or redevelopment project that creates and/or replaces 5,000 square feet or more
of impervious street, road , highway, freeway or driveway surface collectively over the entire project □ [i}/ site? A street, road, highway, freeway or driveway is any paved impervious surface used for the
transportation of automobiles, trucks, motorcycles, and other vehicles.
7. Is your project a new or redevelopment project that creates and/or replaces 2,500 square feet or more
of impervious surface collectively over the entire site, and discharges directly to an Environmentally
Sensitive Area (ESA)? "Discharging Directly to" includes flow that is conveyed overland a distance of □ w
200 feet or less from the project to the ESA, or conveyed in a pipe or open channel any distance as an
isolated flow from the project to the ESA (i.e. not commingled with flows from adjacent lands).*
8. Is your project a new development or redevelopment project that creates and/or replaces 5,000 square
feet or more of impervious surface that supports an automotive repair shop? An automotive repair □ u::v-~ shop is a facility that is categorized in any one of the following Standard Industrial Classification (SIC)
codes: 5013, 5014, 5541, 7532-7534, or 7536-7539.
9. Is your project a new development or redevelopment project that creates and/or replaces 5,000 square
feet or more of impervious area that supports a retail gasoline outlet (RGO)? This category includes □ ~ RGO's that meet the following criteria: (a) 5,000 square feet or more or (b) a project Average Daily
Traffic (ADT) of 100 or more vehicles per day.
10. Is your project a new or redevelopment project that results in the disturbance of one or more acres of land □ @/ and are expected to generate pollutants post construction?
11. Is your project located within 200 feet of the Pacific Ocean and (1) creates 2,500 square feet or more of
impervious surface or (2) increases impervious surface on the property by more than 10%? (CMC □ [i:J/~
21 .203.040)
If you answered "yes" to one or more of the above questions, your project is a PDP. If your project is a redevelopment
project, go to step 4. If your project is a new project, go to step 5, check the first box stating "My project is a PDP ... "
and complete applicant information.
If you answered "no" to all of the above questions, your project is a 'STANDARD PROJECT.' Go to step 5, check the
second box stating "My project is a 'STANDARD PROJECT' ... " and complete aoolicant information.
E-34 Page 3 of 4 REV 04/17
STEP4
TO BE COMPLETED FOR REDEVELOPMENT PROJECTS THAT ARE PRIORITY DEVELOPMENT PROJECTS (PDP)
ONLY
Complete the questions below regarding your redevelopment project (MS4 Permit Provision E.3.b.(2)):
YES NO
Does the redevelopment project result in the creation or replacement of impervious surface in an amount
of less than 50% of the surface area of the previously existing development? Complete the percent
impervious calculation below:
Existing impervious area (A) = sq . ft. □ □
Total proposed newly created or replaced impervious area (B) = sq. ft.
Percent impervious area created or replaced (B/A)*100 = %
If you answered "yes", the structural BMPs required for PDP apply only to the creation or replacement of impervious
surface and not the entire development. Go to step 5, check the first box stating "My project is a PDP ... " and complete
applicant information.
If you answered "no," the structural BMP's required for PDP apply to the entire development. Go to step 5, check the
check the first box statinQ "My project is a PDP ... " and complete applicant information.
STEPS
CHECK THE APPROPRIATE BOX AND COMPLETE APPLICANT INFORMATION
D My project is a PDP and must comply with PDP stormwater requirements of the BMP Manual. I understand I must
prepare a Storm Water Quality Management Plan (SWQMP) for submittal at time of application.
~y project is a 'STANDARD PROJECT' OR EXEMPT from PDP and must only comply with 'STANDARD PROJECT'
stormwater requirements of the BMP Manual. As part of these requirements, I will submit a "Standard Project
Requirement Checklist Form E-36" and incorporate low impact development strategies throughout my project.
Note: For projects that are close to meeting the PDP threshold, staff may require detailed impervious area calculations
and exhibits to verify if 'STANDARD PROJECT' stormwater requirements apply.
D My Project is NOT a 'development project' and is not subject to the requirements of the BMP Manual.
Applicant Information and Signature Box
Applicant Name: ~~ Applicant Title: o'(\J~
't--l2-I Z,O } g Applicant Signature: === "-:) Date: ; r
.. * Environmentally Sensitive Areas include but are not limited to all Clean Water Act Section 303(d) Impa1red water bodies; areas designated as Areas of Special
Biological Significance by the State Water Resources Control Board (YVater Quality Control Plan for the San Diego Basin (1994) and amendments); water bodies
designated with the RARE beneficial use by the State Water Resources Control Board (YVater Quality Control Plan for the San Diego Basin (1994) and
amendments); areas designated as preserves or their equivalent under the Multi Species Conservation Program within the Cities and County of San Diego; Habitat
Management Plan; and any other equivalent environmentally sensitive areas which have been identified by the City.
This Box for City Use Only
YES NO
City Concurrence: □ □
By:
Date:
Project ID:
E-34 Page 4 of 4 REV 04/17
/
Cover Page
Subject Property:
Prepared By:
Document Contents
• Profile Cover Sheet
• Property Overview
@f HIC~GO TITLE COMP AN
Site Address
3060 ROOSEVELT ST
CARLSBAD , CA , 92008-2312
Thomas Glabman
T:(310) 614-7345
E:thomas@hiltonhyland.com
• Property History Page
• Neighborhood
• Plat Map
Chicago Title@
Mail Address
1151 WILD CANARY LN
ENCINITAS , CA , 92024-6848
Provided By
Kathleen Lorden
500 N. Brand Blvd 200
Glendale, CA 91203
kathleen.lorden@ctt.com
/ Property Overview, 3060 ROOSEVELT ST, CARLSBAD, CA 92008-2312
Owner and Geographic Information ----------------Prim a r y Owner: Secondary Owner:
MONTALBANO MARGUERITE TRUST (05-21-96); MONTALBANO ANN
Mail Address:
Site Address:
APN:
Housing Tract Number:
Legal Description:
Property Details
~ Bedrooms: " Bathrooms: 6 Total Rooms:
Zoning:
Sale Information
Transfer Value:
Cost/Sq Feet:
Assessment and Taxes
Assessed Value:
Land Value:
Improvement Value:
Market Improvement Value:
'"""...-;u.1..:::;;;;:::,,
County Tax Site URL:
1151 WILD CANARY LN , ENCINITAS, CA 92024-6848
3060 ROOSEVELT ST, CARLSBAD, CA 92008-2312
203-305-16-00 Lot Number:
Subdivision: CARLSBAD
Map Ref: PM02420
Page/ Grid:
Legal Brief Description: CITY:CARLSBAD SUBD:CARLSBAD PM02420 PAR 1
City / Munl / Twp: CARLSBAD
0
0
Year Built:
Garage:
Fireplace:
COMMERCIAL Pool:
10/31/2002
$0.00
Seller:
Document#:
Square Feet:
Lot Size:
Number of Units:
Use Code:
MONTALBANO, JOHN; MONTALBANO, NINA
2002-0966184
$405,701.00
$312,519.00
$93,182.00
Percent Improvement: 22.97% Homeowner Exemption:
Tax Amount:
Tax Status:
Market Land Value:
$4,603.08
Current
Tax Rate Area:
Tax Account ID:
Market Value:
httos: //www .sdctreastax com/ebp o3/f toysjxaodt0SI0ivk0ty5t55l/Start.aspx
580
24,393 SF
1
Radio or TV Station
9-098
~-------------------,t;, . . @ . HIC~4 0 TITLE COMPANY
--------· _ .. _ .. _!::.:::._:-.=~==:-::._:-_::::..::::..:::.c:_:::.:-. -:--====:---:_:-. -=-=·==-.'!' ... ~~~~~~~~==~="'=~~~~
/ Property History 3060 ROOSEVELT ST, CARLSBAD, CA 92008-2312
Prior Transfer -10_/_3_1_/_2_0_0_2~J----~-------------
Recording Date:
Price:
First TD:
Lender Name:
Buyer Name:
Seller Name:
Legal Description:
10/31/2002
$0.00
MONTALBANO, JOHN
MONTALBANO, JOHN
Lot Number: 3-9
Block: 39
Subdivision: CARLSBAD
Map Ref: MAP535
City / Munl / Twp: CARLS BAD ---~ ................. T···•
Mortgage Record -04/18/2 02 ,
Document#:
Document Type:
Type of Sale:
Buyer Vesting:
2002-0966184
Intra-family Transfer or Dissolution
Non-Arms Length Transfer
FM
---------------~---------------------------------------------
Recording Date:
Loan Amount:
TD Due Date:
Lender Name:
Lender Type:
Vesting:
Legal Description:
04/18/2002
$75,000.00
ANN SAMUELS
TR
Lot Number: 1
Map Ref: PM2420
City / Muni / Twp: CARLSBAD ........ _ .. -..................... ·-----------,----........ _ ................... .
Prior Transfer -04/18/2002!
Recording Date: 04/18/2002
Price:
First TD:
First TD Doc:
Lender Name:
Buyer Name:
Seller Name:
$75,000.00
2002-0328792
MONTALBANO, MARGUERITE
SAMUELS; ANN
Legal Description: Lot Number: 1
Map Ref: PM2420
City / Muni / Twp: CARLSBAD
P~i;r Tr;~~fer -04/18/20021 -·-·--·-
Recording Date: 04/18/2002
Price:
First TO:
Lender Name:
Buyer Name:
Seller Name:
Legal Description:
$0.00
MONTALBANO, ANN
HAYES, LEE FRANCIS
Lot Number: 1
Map Ref: PM2420
City / Mu'nl / Twp: CARLSBAD
Document#:
Loan Type:
Type of Financing:
Borrowers Name:
Document#:
Document Type:
Type of Sale:
Buyer Vesting:
Document#:
Document Type:
Type of Sale:
Buyer Vesting:
2002-0328792
Seller take-back
MONTALBANO, MARGUERITE
2002-0328791
Individual Deed
Full-Computed from Transfer Tax
TR
2002-0328790
Intra-family Transfer or Dissolution
Non-Arms Length Transfer
MW
@ CHIC . GO TITLE COMPANY
. . . --. . . 1
/ Neighborhood Ove iew 3060 ROOSEVELT ST, CARLSBAD, CA 92008-2312
===========!===~==================================-=-Nearby Neighbors
MONTALBANO MARGUERITE TRUST (05-21-96); MONTALBANO ANN
3060 ROOSEVELT ST , CARLSBAD , CA , 92008
APN: 203-305-16-00
Bedrooms:
Square Feet:
Year Built:
0
580
Bathrooms:
Lot Size: 24,393 SF
Garage:
NOBEL FAMILY TRUST (02-18-98)
3096 ROOSEVELT ST, CARLSBAD, CA, 92008
APN: 203-305-09-00
Bedrooms:
Square Feet:
Year Built:
0
1,450
1924
Bathrooms:
Lot Size:
Garage:
7,070 SF
·----·-------------~---------·------------
KORNBERG FAMILY TRUST (08-11-92)
3OS-5--6-5_M_A_D-IS-ON ST , CARLSBAD , CA , 92008
APN: 203-305-12-00
Bedrooms:
Square Feet:
Year Built:
12
5,536
2000
Bathrooms:
Lot Size:
Garage:
BANK OF AMERI¢A NT & SA
645 CARLSBAD VILLAGE DR , CARLSBAD , CA , 92008
APN: 203-305-15-00
Bedrooms:
Square Feet:
Year Built:
0
5,786
1972
Bathrooms:
Lot Size:
Garage:
OAK & MADISON LLC,
MADISON ST , CARLSBAD , CA , 92008
APN: 203-305-10-00
Bedrooms: 0 Bathrooms:
Square Feet: Lot Size:
Year Built: Garage:
6
10,390 SF
24,393 SF
8,608 SF
ACUNA FAMILY LIVING TRUST (08-21-01)
3055 ROOSEVELT ST, CARLSBAD, CA, 92008
APN: 203-306-08-00
Bedrooms: 2
Square Feet:
Year Built:
504
1952
Bathrooms:
Lot Size:
Garage:
JCR RESOURCES LLC,
1
6,776 SF
----------······---·····--······ 3045 ROOSEVELT ST, CARLSBAD, CA, 92008
APN: 203-306-06-00
Bedrooms: 0 Bathrooms:
Square Feet: 2,303 Lot Size: 3,429 SF
Year Built: 1984 Garage:
.. -•············'"--····-·····-······· ··•·••····--···-· ···-· .
3110 ROOSEVELT STREET INVESTMENTS INC
3110 ROOSEVELT ST, CARLSBAD, CA, 92008
APN: 204-084-16-00
Bedrooms: 0 Bathrooms:
Square Feet:
Year Built:
2,400
1975
Lot Size:
Garage:
10,380 SF
CARLSBAD VILLAGE PARTNERS L LC
3025 ROOSEVELT ST, CARLSBAD, CA, 92008
APN: 203-306-12-00
Bedrooms: 0 Bathrooms:
Square Feet: Lot Size: 10,291 SF
Year Built: Garage:
......... _,.,_ .. ____ ···-···
GUSKY MICHAEL K TRUST (09-26-02); CALVERT SUSAN K
3081-85 MADISON ST , CARLSBAD , CA , 92008
APN: 203-305-11-00
Bedrooms:
Square Feet:
Year Built:
0
4,650
1986
Bathrooms:
Lot Size:
Garage:
BULLOCK SHERYL F TR
MADISON ST , CARLSBAD , CA , 92008
APN: 203-305-14-00
Bedrooms: 0 Bathrooms:
Square Feet: Lot Size:
Year Built: Garage:
MANNO ILARIO & MARIE
3067 ROOSEVELT ST, CARLSBAD, CA, 92008
APN: 203-306-09-00
Bedrooms:
Square Feet:
Year Built:
0
1,056
1986
Bathrooms:
Lot Size:
Garage:
BENNETT RUSSELL L
3085 ROOSEVELT ST, CARLSBAD, CA, 92008
APN: 203-306-10-00
Bedrooms:
Square Feet:
Year Built:
2
960
1925
Bathrooms:
Lot Size:
Garage:
BENNETT RUSSELL L
3091 ROOSEVELT ST, CARLSBAD , CA, 92008
APN: 203-306-11-00
Bedrooms: 0 Bathrooms:
Square Feet: 1,846 Lot Size:
Year Built: Garage:
··--··-·--.. ·-· .. ,_
10,434 SF
10,411 SF
6,923 SF
2
6,994 SF
6,854 SF
SECURITY PACIFIC NATIONAL BANK
675 CARLSBAD VILLAGE DR , CARLSBAD , CA , 92008
APN: 203-305-13-00
Bedrooms: O Bathrooms:
Square Feet: Lot Size: 17,229 SF
Year Built: Garage:
-----··-•··-----
This map/plat Is being furnished as an aid in locating the herein described Land In relation to adjoining streets, natural boundaries and other land, and is not a
survey ot the land depicted. Except to the extent a policy of title Insurance Is expressly modified by endorsement, If any, the Company does not Insure
dimensions, distances, location or easemonts, acreage or other matters shown thereon.
LIMITATIONS OF LIABILITY
I ""
\ ,.
c)
m 0
$
___J,,t __ __J -,
t_<E2IL __
THIS REPORT IS LIMITED IN SCOPE, IT IS NOT A COMMITMENT, ABSTRACT OF TITLE, TITLE OPINION, CERTIFICATE OF TITLE OR PRELIMINARY TITLE
REPORT, NOR JS IT A REPRESENTATION OF THE STATUS OF TITLE, AND ITS ACCURACY JS NOT INSURED. WHILE THIS INFORMATION IS BELIEVED TO BE
CORRECT, THE COMPANY MAKES NO REPRESENTATIONS AS TO ITS ACCURACY, DISCLAIMS ANY WARRANTIES AS TO THE REPORT, ASSUMES NO DUTIES
TO YOU OR ANY THIRD PARTY, DOES NOT JNTENO FOR YOU OR ANY THIRD PARTY TO RELY ON THE REPORT, ANO ASSUMES NO LIABILITY FOR ANY LOSS
OCCURRING BY REASON OF RELIANCE ON THIS REPORT OR OTHERWISE. IN PROVIOING THIS REPORT, THE COMPANY IS NOT ACTING AS AN ABSTRACTOR
OF TITLE. IF IT IS DESIRED THAT LIABILITY BE ASSUMED BY THE COMPANY, YOU MAY REQUEST AND PURCHASE A POLICY OF TITLE INSURANCE, A
BINDER, OR A COMMITMENT TO ISSUE A POLICY OF TITLE INSURANCE. NO ASSURANCE IS GIVEN AS TO TI<E INSURABILITY OF THE TITLE. CUSTOMER
RECOGNJZES THAT THE FEE CHARGED IS NOMJNAL IN A.ELATION TO THE POTENTIAL UABlllTY WHICH COULD ARISE FROM SUCH ERRORS, OMISSIONS OR.
NEGLIGENCE. THEREFORE, CUSTOMER UNDERSTANDS THAT THE COMPANY 15 NOT WIWNG TO PROCEED IN THE PAEPARATION ANO ISSUANCE OF THE
REQUESTED REPORT UNLESS THE COMPANY'S LIABILITY IS STRICTLY LIMITED. CUSTOMER AGREES, AS PART OF THE CONSJOERATION FOR THE ISSUANCE
OF THE REPORT, THAT THE TOTAL AGGREGATE UASILITY OF THE COMPANY ANO ITS AGENTS. SUBSIDIARIES, AFFIUATES, EMPLOYEES ANO
SUBCONTRACTORS SHALL NOT lN ANY EVENT EXCEED THE COMPANY'S TOTAL FEE FOR THE REPORT. IN NO EVENT WILL THE COMPANY, ITS
SUBSIDIARIES, AFFILIATES, EMPLOYEES, SUBCONTRACTORS OR AGENTS BE LIABLE FOR CONSEQUENTIAL, INCIDENTAL, DIRECT, INDIRECT, PUNITIVE,
EXEMPLARY OR SPECIAL DAMAGES REGAROLfSS OF WHETHER SUCH LIABILITY IS BASED ON BREACH OF CONTRACT'. TORT, NEGLIGENCE Of THE
COMPANY, STRICT LIABILITY, BREACH OF WARRANTIES, FAILURE Of esseNTIAL PURPOSE, OR OTHERWISE.
This property profile is being provided ns a gener-,J serv1ce to the community at large without the condition or the referral of title Insurance business.
~
Order No. 400-1875093-37
California Title Company
2365 Northside Drive, #250
Berkshire Hathaway HomeServices CA Properties
7030 A venida Encinas Suite 100
Carlsbad, CA 92011
Attention: Lynnell Honda
San Diego, CA 92108
619-516-5227
PRELIMINARY REPORT
Your no.:
Property address: 505 Oak Avenue, Carlsbad, CA 92008 Order no.:
Dated: May 10, 2017
Listing
400-1875093-37
In response to the above referenced application for a policy of title insurance, California Title Company hereby reports that it is
prepared to issue, or cause to be issued, as of the date hereof, a Policy or Policies of Title Insurance describing the land and the estate
or interest therein hereinafter set forth, insuring against loss which may be sustained by reason of any defect, lien or encumbrance not
shown or referred to as an Exception below or not excluded from coverage pursuant to the printed Schedules, Conditions and
Stipulations of said Policy fom1s.
The printed Exceptions and Exclusions from the coverage and Limitations on Covered Risks of said policy or policies are set forth in
Exhibit B attached. The policy to be issued may contain an arbitration clause. When the Amount of Insurance is less than that set forth
in the arbitration clause, all arbitrable matters shall be arbitrated at the option of either the Company or the Insured as the exclusive
remedy of the parties. Limitations on Covered Risks applicable to the CLTA and ALTA Homeowner's Policies of Title Insurance
which establish a Deductible Amount and a Maximum Dollar Limit of Liability for certain coverages are also set forth in Exhibit B.
Copies of the policy fon11s should be read. They are available from the office which issued this report.
Please read the exceptions shown or referred to below and the exceptions and exclusions set forth in Exhibit B of this report
carefully. The exceptions and exclusions are meant to provide you with notice of matters, which are not covered under the
terms of the title insurance policy and should be carefully considered.
It is important to note that this preliminary report is not a written representation as the condition of title and may not list all
liens, defects, and encumbrances affecting title to the land.
This report ( and any supplements or amendments hereto) is issued solely for the purpose of facilitating the issuance of a policy of title
insurance and no liability is assumed hereby. If it is desired that liability be assumed prior to the issuance of a policy of title insurance,
a Binder or Commitment should be requested.
Dated as of May 4, 2017 at 7:30 AM
Dave Turner, Title Officer
Ph: 619-516-5227
Email: titlesd@caltitle.com
The form of policy of title insurance contemplated by this report is:
Page 1
Chuck Bishop, Sr Title Officer
Ph: 619-516-5227
Email: titleSD@caltitle.com
Order No. 400-1875093-37
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 vested in:
Thomas D. Vigne and Lucinda S. Vigne, husband and wife as community property
The land referred to in this report is situated in the County of San Diego, State of California, and is described as follows:
The Southwesterly 90.00 feet of the Northeasterly 140.00 feet of Lot 1 oflndustrial Tract, in the City of Carlsbad, County of San
Diego, State of California, according to Map thereof No. 1743, filed in the office of the County Recorder of San Diego County,
January 3, 1923, and the Northeasterly 50.00 feet of Lot 1, Industrial Tract, in the City of Carlsbad, County of San Diego, State of
California, according to Map thereof No. 1743, filed in the office of the County Recorder of San Diego County, January 3, 1923.
Assessor's Parcel Numbers(s): 204-010-16-00
Page2
Order No. 400-1875093-37
Schedule "B"
At the date hereof exceptions to coverage in addition to the printed exceptions and exclusions contained in said policy form
would be as follows:
General and Special taxes for the fiscal year 2017-2018, including any assessments collected with taxes. A lien not yet
payable.
First installment due and payable November 1, 2017, delinquent if not paid by 12/10/17
Second installment due and payable February l, 2018, delinquent if not paid by 4/10/18
2 General and Special taxes for the fiscal year 2016-2017, including any assessments collected with current taxes.
Total amount $3,901.92
1st installment $1,950.96, paid
Penalty $195.09 (after 12/12/2016)
2nd installment $1,950.96, paid
Penalty $205.09 (after 4/10/2017)
Code area 09098-City of Carlsbad
Parcel No. 204-010-16-00
Exemption $Not Shown
NOTE: Taxes above mentioned have all been paid and are reported for proration purposes only.
3 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
4 An easement for purposes herein stated, and rights incidental thereto as provided in an instrument
Recorded: 3/13/1952 in Book 4402, Page 430 of Official Records.
For : Public utilities, ingress and egress and incidental purposes
In favor of: San Diego Gas and Electric Company
Affects : The location of said easement is set forth therein.
5 An easement for purposes herein stated, and rights incidental thereto as provided in an instrument
Recorded: 3/14/1952 in Book 4404, Page 43 of Official Records.
For : Pole lines and incidental purposes
In favor of: San Diego Gas & Electric Company, a corporation
Affects : The location of said easement is set forth therein.
6 An instrument, upon the terms and conditions contained therein
Entitled: Notice of Restriction on Real Property
Recorded: 12/14/2012, as Instniment No. 2012-0788091, Official Records
7 Rights of parties in possession of said land by reason of unrecorded leases, if any. Please forward said leases for our
examination.
8 Any easement or lesser right, for the purposes herein stated, including incidental purposes, disclosed by a survey, inspection,
or inquiry
For: Pole lines
Affects: As disclosed by an aerial inspection of said land.
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 "NOTE: Please be advised that our search did not disclose any open Deeds of Trust ofrecord. If you should have knowledge
of any outstanding obligation, please contact your title officer immediately for further review".
Page3
Order No. 400-1875093-37
11 Minerals of whatsoever kind, subsurface and surface substances, including but not limited to coal, lignite, oil, gas,
geothennal resources, brine, uranium, clay, rock, sand and gravel in, on, under and that may be produced from the Land,
together with all rights, privileges, and immunities relating thereto, whether or not appearing in the Public Records or listed
in Schedule B. The Company makes no representation as to the present ownership of any such interests. There may be
leases, grants, exceptions or reservations of interests that are not listed.
12 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 12340.11 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 terms and conditions upon which the issuer is willing to issue a title policy, if
requested to do so.
End of Schedule B
Page4
Order No. 400-1875093-37
"NOTES AND REQUIREMENTS SECTION"
Note No. 1
California Revenue and Taxation Code Section 18662, effective January 1, 1994 and by amendment effective January l, 2003,
provides that the buyer in all sales of California Real Estate may be required to withhold 3 and 1/3% of the total sales price as
California State Income Tax, subject to the provisions of the law as therein contained.
NOTE NO. 2 (!AYOFF INFORMATION:
Note: this company does require current beneficiary demands prior to closing.
If the 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 for the beneficiary, this company will require a complete copy of
the servicing agreement prior to close.
Note No. 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.
Notlce Regarding Your Deposit of Funds
California Insurance Code Sections 12413 et. 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 next 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 investments 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.
Page 5
Order No. 400-1875093-37
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.
Page6
Order No. 400-1875093-37
Exhibit "A"
The Southwesterly 90.00 feet of the Northeasterly 140.00 feet of Lot 1 oflndustrial Tract, in the City of Carlsbad, County of San
Diego, State of California, according to Map thereof No. 1743, filed in the office of the County Recorder of San Diego County,
January 3, 1923, and the Northeasterly 50.00 feet of Lot 1, Industrial Tract, in the City of Carlsbad, County of San Diego, State of
California, according to Map thereofNo. 1743, filed in the office of the County Recorder of San Diego County, January 3, 1923.
Page 7
Order No. 400-1875093-37
CL TA Preliminary Report Form -Exhibit B (06-03-11)
CLTA STANDARD COVERAGE POLICY -1990
EXCLUSIONS FROM COVERAGE
The following matters arc expn:ssly excluded from the coverage of this policy and the Cotnpany will not pay loss or damage. costs, attomeys' tees or ex~nscs which arise by reason of: 1. (a) A_ny law. ordinance or govemmenlal regulation (including but not li111i1ed to building or zoning laws, ordinances, or regulations) restricting, regulating. prohibiting or relating (ii.the occupancy. use. or enjoyment of the land; (ii) the character, dimensions or location of any improvement now or hereafter cr«:tcd on the land; (iii) a separation in ownership or a change in the <limen.,;;ions or area of the nd or any parcel of which the land is or
was a part; or (iv) environmental protection, or the effect of any violation of these laws, ordinances or governmental regulations, except to the extent that a notice of the enforcement thcreot or a notice of a defect, lien, or cncumbrao.ce resulting from a viofation or alleged violation affecting the land has been recorded in the public records at Date of Policy. (b) Any governmental police power not excluded by (a) above, except to the extent that
a no~icc of the e_xcrcise thereof or nocic~ of a _def~t, lic_n or encumbrance resulting ~ma viola~ion or alleged violat_ion ~ticcting the land ~s ~en recorded in the p~lic re'?')rd.s at Date of Po!icy. . 2. R1gb~s of enunent domam unlesi nouce of the exercise thereof has been recorded m the pubhc records at Date: ot Policy, but not e,i,cludmg trom cover.ice any taking which has occurred prior to Date of Policy which would be binding on the rights of a purchaser for vatue without knowledge. 3. DetCCts, liens, encumbrances, adverse claim! or other matters: (a) whether or not recorded in the public records at Date of Policy, but created, suftCred, assumed or agreed to by the insured claimant; (b) not known to the
Company, no~ recorded in ~he: eublic rccordd at Date of Po.licy, but ~own to the insu~ claimant and not disclosed in wi:itll:fi to the Company bY. the insured claimant. pnor to the date the insured claimant became an insured ~crati~1~!iu~lCl;/;i!:rfris!~"j r:,~~~!s o~\*~g:s!~t~~/i~:=t~!!:dtJdM:!1ac~~:. or created subsequent to Date of Po icy; ur (e) rcsultmg m loss or damage which would no1 have bc:cn sU5taincd if the insured claimo.nt
4. lfuenforceability of the lien of the msured mortgage because of the inability or ihl1ure of the inMued al Date of Policy. or the inabllity or failure of any subsequent owllCr of1he indebtedness. to comply with the applicable doing business laws of the state in which the land is situated. r~ l:::s!!~itfa:~ unenforceability of the lien of the insured mortgage, or claim 1hereof, which arises out of the transaction evidenced by 1he insured mortgage and is based upon usury or aoy consumer credit protection or truth
6. Any claim, which arises out of the transaction vesting in the insured the estate of interest insured by this polK.:y or 1hc transaction creati.ng the interest of the insured lender, by ri:ason of the operation of federal bankruptcy,
state insolvency or ~imilar creditors' riglus laws.
EXCEPTIONS FROM COVERAGE -SCHEDULE B, PART I
This policy does not insure ~gainst loss or danssg,: (~d t~ Con1p~y will not ~Y costs, attorneys~ fees or expenses) which arise by reason of:
l. Taxes or assessments which arc not shown as cxtstmg hens by the records of any taxing authority that levies taxes or assessments on real property or by the pubhc records. Proceedings by a public agency which may re~ult
in taxes or assessments, or notices of such rroceedings, whether or not shown by the records of such agency or bv the public records. 2. Any facts, rights, interests, or claims which are not shown by the public records but which could be ascertained by an inspection of the land or which may be asserted by persons in possession thereof. 3. E~ement~, hens or encumbrances, or claims 1hereof, which are not shown by the public records.
4. Discrepancies, conflicts in boundary lines, shortage in area, encroachments. or any other facts which a correct surve(c would disclose, and which are not shown b~ the public records. ~Y \i!e ~:bi~~~~~~~~ing claims; (b) reservations or exceptions in patents or in Acts au1horizing the issuance thereat; c) water rights, claims or title to water, whet er or not the matters excepted under (a), (b) or (c) are shown
6. Any lien or right to a lien for service:-, labor or material not shown by the public records.
CLTA/AL TA HOMEOWNER'S POLICY OF TITLE INSURANCE (02/03/10)
EXCLUSIONS
In addition to lhe Exceptions in Schedule B, You are not insured agairuu loss, coils, attorneys' fees, and expenses resu11ing from:
I. Governmental police power, and the existence or violation of those portions of any law or govemftkmt regulation concerning: a.building, b. zoning, c.land used. improvements on the Land, e.land division; and ,f.
environmental protection. This Exclusion does not limit the coverage describOO in Covered Risk 8.a., 14, 15, 16, 18, 19, 20, 23 or 27.
2. The failure of Your exis1ing $.lructurcs, or any part of them, to be comtructed in accordance with applicable building code~. This Exclusion does not limit the coverage described in Covered Risk 14 or 15.
3. The right to take the Land by conJeinning it. This E,i,dusion does not limit the coverage describeJ in Covered Risk 17.
4. Risks: a. that arc created, allowed, or agreed tu by You, whether or not they recorded in the Public Records; b. that ar~ Known to You at 1he Policy Date, but not to Us, unless they are recorded in the Public Records at 1he
Policy Date; c. that result in no lo~s to You; or d that ftrst occur after tbc Policy Date .. this does not limit tbc coverage deS<;ribed in Covered Risk 7, 8.e, 25, :?6, 27, or 28.
5. failure to pay value for Your Title.
6. Lack of a right: a. to any land ou1side the area spetifically described and rcfcn-ed lo in paragraph 3 of Schedule A; and b. in streets. alley$, or waterways that touch 1he Land. This E1'clusion does not limit the
coverage described in Covered Risk 11 or 21.
7. The transfer of the Title to You is invalid as a referential transfer or as a fraudulent trandCr orconvi:: ance under federal bankru tc , state l1i.wl\1Cnc , or similar creditors' ri hts laws.
LIMITATIONS ON COVERED RISKS
our msui-ance or t e o owmg ovcrc 1s s 1s umtc on I e wner s overage tatement as o ows:
• For Covered Risk 16. 18, 19, and 2 J Your Deductible Amount and Our Maximum Dollar Limit of Liability shown in Schedule A. The deductible amounts and maKimum dollar limits shown on Schedule A arc as follows:
Your Deductible Amount Ow: Maximum Dollar Llmit ofLiabiJjty
Covered Risk 16: 1 "• of Policy Amount sbown ia Schedule A or S 1,500 {whichever is less:) S 10,000
Covered Risk 18: 1 •;. of Policy Amount shown in Schedule A or S S,000 (whichever Is kss) S ZS,000
Covered Risk 19: 1 •;. of Policy Amount shown In Schedule A or S 5,000 (whkbcvn Is less) S lS,000
Covorcd Rl>k 21: 1 -,,. of PoUcy Amouat shown in Schedule A or$ 2,500 (whichever is less) S 5,000
ALTA RESIDENTIAL TITLE INSURANCE POLICY {6-1-87)
EXCLUSIONS
In addition to the E,i,~cplion-t in Schedule B, you arc not insured against loss, costs, attorneys' fees, and c~pe:n.~es resulting frmn: I. Govcmmenlal pohce power, and the existence or violation of any law or government regulation. This includes building and zoning ordinance~ and also laws and regulations concerning: • land use • imp_rovemcn1s on the
land • land divis1011 • environmental protection. This exclusion does not apply to violations or the enforcement of these matters. which appear 1n the public records at Policy Date. This exclusion does not limit too zoning
coverage described in Items 12 and 13 of Covered Title Risks.
2. The right to take the bnd by condemnin~ ii, unless: •a notice of exercising the right appears in the public records •on the Policy Date *the taking happened prior to the Policy Date and is binding on you if you bought the
land without knowing of the lakinlfo
th/t~~i:;s~:~:~~~his'd~:a1~~~\~1it ~:\~g~dn:t:r:iWe1;~~a:e~~!i~lt~~ l~f·c~~:~tTi~~ Ristt Poli<:y Date --unlesSI they appeared in the public records •that result in no los.\ to you •that first at'fccl your title after
4. Failwe to pay ,,aJue for your title.
5. Lack of a right: "to any land outside the area specifically described and referred to in Item 3 of Schedule A OR •in streets, alleys, or waterways that touch your land. This exclusion does not limit the access coverage in
ltcm S of Covered Title Risks.
2006 ALTA LOAN POLICY {06-17-06)
EXCLUSIONS FROM COVERAGE
The following matters are expressly excluded from the coverage of this polky. and the Company will not pay los$ or damage, costs, attorneys' fees or e,i,penses which arise by reason of:
1. (a) Any law, ordinance or governmental regulation (including those relating 10 building and zoning) restricting, regulating, prohibiting or relating to (i) the occupancy, use, or enjoyment of the land; (ii) the character,
dimensions or locatlOnof any improvement erected on the Land; (iii) th<: :,ubdivi,ion ofLuld; or (iv) environmental protection; or the effect of any violation of these laws. ordinances or governmental regulations. This
EKclui.ion Ila) does not modify or limit the coverage provided under Covered Rt,k S.
2. Rights of eminent domain. This Exclusion doei not modify or limil the coverage pro\·icled under Co,·ered Risk 7 or 8.
3. Detects, liem, encumbrances. adverse claims or other mattcrs:(a)created, sufft..-red, assumed or agreed to by the Insured Claimant; (b)not known to the Company, not re.corded in the public records at Date of Policy, but known to the Insured Claimant and not disclosed ln writing to the Company by the Insured Claimant prior to the date the Insured Claimant became an Insured under this policy; (c) resuhing in no loss or damage to
the Insured Claimant; (d) attaching or created subsequent to Date of Policy (however, this dt>es not modify or limit the coverage pro\'ided under Covered Risk 11, 13 or 14);or1,e) resulting in loss or damage that would not
have been sustained if the llll'Urcd Claimant had poid value for the Insured Mortgage.
4. Unenforceability of the lienofthe Insured Mortgage because of the inability or failure ofan Insured to comply with applicable doing-business laws ofdte state in which the Land is situated.
S. Invalidity or unenforceability in whole or in part of the lien of the Insured Mortgage that arises out of the transaction evidenced by the Insured Mortgage and is based upon usury or any consumer credit protcctlOn or
rruth in lending law.
6. Any claim, by reason of the operation of federal bankruptcy, state in.~lvency, or "imilar creditors' rights laws. that the transacti()n creating the lien ..:,fthe Insured Mortgage, is (a) a fraudulenl conveyance or fraudulcnl
transfer, or (b) a preferential tram;tCr for any reason not stated in Covered Risk l3(b) of this policy.
7. Any lien on the Tide for real estate tax~s or assessments imposed by goverrunental authority and created or anaching between Date of Policy and the date of recording of the Insured Mortgage in the Public Records. This
E,i,clusion docs not modify or limit the coverage provided under Covered Risk l l(b}:
EXCEPTIONS FROM COVERAGE
This policy does not msure against loss or damage (and the Company will not pay costs, attorneys' fees or c,i,penses) that arise by reason of:
I .(a) Taxes or asses1m1ents lhat 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) procecilings by a public agency tha1 may
result in taxes or assessments, or notices of such proccedinss. whether or not shown by the records of such agc:ncy or by the Public Rccurds.
2.Any facts, rights, interests or claims which arc not shown by the Public Records but that oould be ascertained by an inspection of the Land or that may be asserted by persons in possession of the Land.
3.Ea.~mcnts, liens or encumbrances, or claims thereof. not sh->wn by lhc Public Records.
-'.Any encroachment, encumbr.ince. violation, varialion, or adverse circumstance atlCCting the Title that would be di.s<:losed by an accurate and complete land survey of the Land and not shown by 1he Public Records.
5.(a) Unpatented mining claiins~ (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) arc
shown by the Public Records.
6. Any lien or right to a lien for services. labor or malerial not shown by the public records.
2006 ALTA OWNER'S POLICY {06-17-06)
EXCLUSIONS FROM COVERAGE
The following maltcrs are expressly excluded from the coverage ofthi.:s policy, and the Company will not pay loss or damage, costs, attorneys' fees, or expenses th.tt arise by reason of:
Page8
Order No. 400-1875093-37
I. (a) Any law, ordinance, permit, or governmental regulation (including those relating to bu.ilding and zoning) restricting, regula1ing, prohibiting. or relating to; (i) the occupancy, use, or enjoyment of the Landi {ii)
lhe character, dimensions, or location of any improvement erected on the Land; (iii) the subdivision of land; or (IV} environmental proteetionj or the effect of any violation of these laws, ordinances. or governmental
regula1ions. This Exclusion 1(a) doc& not modify or limit the coverage provided under Covered Risk S. (b) Any governmental police power. This Exclusion l(b) does not modify or limit the covera,1e provided under
Covered Ri~k 6.
2. Rights of eminent domain. Tbis Exclusion doe!i not modify or limit the coverage provided under Covered Risk 7 or 8.
3. DetCcts, liens. encumbrances, adverse claims, or other matters: (a) created. sutlCred, assumed, or agreed to by the Insured Claimanl; (b) not Known 10 the Company, not recorded in the Public Records at Date of
Policy. bur Known to the Insured Claimant and not disclosed i.n writing to the Company by the Insured Claimant prior to lhc date 1he Jnsured Clailllilnl became an Insured under this policy;(c) resulting in no loss or
damage to the Insured Claimant; (d) attaching or created subsequent to Date of Policy (however, this does not modify or limit the coverage provided under Covered Risk 9 and IO); or (o) resuhing in Joss or
damage that would not have been su~lained if the Insured Claimant had paid \'alue for the Title.
➔• Any claim, by reason of the operation of federal bankruptcy. state insolvency, or similar creditors' rights laws., that the transaction vesting the Title as shown in Schedule A. is (a) a fraudulent conveyance or fraudulent
transfer; or (b) a preferential transfer for any reason oot stated in Covered Risk 9 of this policy.
S. Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attaching between Date of Policy and the date of recording of the deed or other instrument of transfer in the Public
Records that vests Title as shown in Schedule A.
The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above Exclusions from Coverage, the Exceptions from Coverage in a Standard Coverage policy will also
include the foUowll\g Exceptions from Co\-·erage:
EXCEPTIONS FROM COVERAGE
This pohcy does not insure against loss or damage (and the Company will not pay cosis, attorneys' fees or expenses) that arise by reasoo of:
1. (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 propeny or by the Public Records; (b) proceedings by a public agency
that may result in taxes or assessments, or nolices of such proceedings, whether or not shown by 1he records of such agency or by the Public Records.
2, Any facts, rights. interests, or claims that are not shown by the Public Records but th.lt could be ascertained by an inspection of the Land or 1hat may be asserted by persons in possession of the Land.
3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records.
4_ Any encroachment, encumbrance. violation, \'ariation, or adveri.e circumstance affecting the Title that would be disclosed by an accurate and complete land survey of the Land and that are not shown by the-Public Records.
S. (a) Unpatcnted mining claims; (b) reservations or exceptior\S in patents or in Acts authorizing the issuance thereof; (c) water rights-, claims or tille to waler. whether or not the matters excepted under (a), (b), or (c) are
shown by the Public Records.
6. Any lien or right to a lien for services, labor or material not shov.11 by the public records.
ALTA EXPANDED COVERAGE RESIDENTIAL LOAN POLICY (07-26-10)
EXCLUSIONS FROM COVERAGE
The following matters arc expressly excluded from the coverage of this policy and the Company wiU not pay loss or damage, costs, attorneys fees or expenses which arise by reason of:
l. (a) Any law, ordinance, permit, or governmental regulation (including but not limited lo building and zoning) restricting, regulating, prohibiting or relating to (i) the occupancy. use, or enjoyment of1he Land; (ii) the
character, dimensions or location of any improvement erected on the Land; (iii) the subdivision of the land; or (iv)environmental protection, or the effect of any violation of these laws, ordinances or governmental regulations
This Exclw;ion l(a) does not modify or limit the coverage provided under Covered Risks 5, 6. 13(c). 13(d}, 14. and 16.(b) Any governmental police power. This Exclw;ion l(b}doc:s not modify or limit the cover,gc provided
under Covered Risks s. 6, 13(c), 13(b}, 14, and 16.
2. Rights of eminent domain. This Exclusion doet. not modify or limit the coverage provided under Covered Risk 7 or 8.
3. Oef«ts, liens, encumbrances, adverse claims or other matters (a) created, suflCl'ed, assumed or agreed to by the-Imured Claimant; (b) not Known to the Company, not recorded in the Public Recor.is at Dare of
Policy, but Known to tht-Insw-ed Claimant and not disclosed in writing to the Company by the Insured Claimant prior to the date the Insured Claimant became an Insured under this policy;(c) resulting in no Joss or
damage to 1he Insured Claimant~(d) attaching or created subsequent to Date ofPolicy(howevcr, this does not modify or limit the coverage provided under Covered Risks 11, 16, 17, 18, 19, 20, 21, 22, 23, 24, 27 or 26);
or ~e)resulting in loss. or damage which would not have been sustained iflhe Insured Claimant bad paid value for 1he Insured Mortgage.
4. Unenforc~abili1y of the lien oftbc Insured Mortgage because of the inability or tailure oflhe Insured to comply wilh applicable dolDg-business laws of the state in which the Land is situated.
S. Invalidity or unenfon:eability in whole or in part of the lien of the Insured Mortgage that arises out of the transaction evidenced by the Insured Mortgage and is based upon usury, or any consumer credit protection or truth
in lending law. This Exclusion does nol modify or limit the coverage provided in Covered Risk 26.
6. Any daim of invalidity, unenforceabilityor lack of priority of the lien of the Insured Mongage as to Advances or modificatiom made after the Insured bas Knowledge that the ,·cstee shown in Schedule A lS no
longer the owner of the estate or interest covered by this policy. This Exclusion does not modify or limit the coverage provided in Co\'ered Risk 11.
7. Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attaching subsequent to Date of Policy in accordan..::e with applicable building codes. This Exclusion does not
modify or limil the coverage provided in Covered Risk 5 or 6 ..
8. The failure of the residential structure, or any ponion of it, lo have been constructed before:, on or aftc:r Date of Policy in accordance: with applicable building codes. This Exclusion does not modify or limit the coverage
provided in Covered Risk 5 or 6.
9. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights law~. that the transaction creating the lien of the Insured Mon gage, is (a) a fraudulent conveyance or fraudulent
transfer, or (b) a preferential trar\Sfer for any reason not stated in Covered Risk 27(b) of this policy.
Page9
California Title Company
PRIVACY POLICY
We Are Committed to Safeguarding Customer Information
Order No. 400-1875093-37
In order to better serve your needs now and in the future, we may ask you to provide us with certain infonnation. We understand that
you may 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 we 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 infonnation.
Applicability
This Privacy Policy governs our use of the information 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 information that we may collect include:
•
•
•
•
Information we receive from you on applications, forms 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 wtth us).
Information about your transactions with us, our Affiliated Companies, or others; and
Information we receive from a consumer reporting agency .
Use of Information
We request information from you for our own legitimate business purposes and not for benefit of any nonaffiliated partr. Therefore,
we will not release your infonnation to nonaffiliated parties except: (1) as necessary for us to provide the product or service you have
requested of us; or (2) as permitted by law. We may, however, store such information indefinitely, including the period after which
any customer relationship has ceased. Such information 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 parties have access to any of your information. We restrict access to
nonpublic personal information about you to those individuals and entities who need to know that information to provide J?roducts or
services to you. We will use our best efforts to train and oversee our employees and agents to ensure that your mformatlon 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 be1ore the new policy becomes effective.
Page 10
Order No. 400-1875093-37
STATEMENT OF FACTS
CONFIDENTIAL INFORMATION FOR YOUR PROTECTION
This statement is to be signed personally by each party to the transaction and by both husband, wife or domestic partner before title insurance can be written. When
filled in completely it will serve to establish identity, eliminate matters affecting persons of similar name, protect you against forgeries, and speed the completion of
your transaction.
MY FULL NAME (First, Middle, Last) _______________ Date of Birth: ______ _
Business Ph: __________ Home Ph: _________ Birthplace: __________ _
SS# _______ .Driver's License No. ______ Expiration Date ____ State Issued ______ _
I have lived continuously in the USA since: _________________________ _
Full name of spouse/domestic partner: (First, Middle, Last) ______________________ _
Spouse/domestic partner's Birthplace: _______________ Date of Birth: _________ _
Spouse/domestic partner's SS# I have lived continuously in the USA since: _____ _
We were married/legally joined on: ______________ at ______________ _
Spouse/domestic partner's maiden name: ____________________________ _
RESIDENCES & OCCUPATIONS DURING PAST 10 YEARS
Street _________________ City ________ From _______ to ___ _
Street City ________ From to ___ _
Street City _______ From to ___ _
OCCUPATIONS
(Husband/Domestic partner) Firm Name: _________________ Location: _______ _
(Wife/Domestic partner)
Any Former
Marriages
(check one item -
fill in date & place)
Firm Name: Location: _______ _
Firm Name: Location: _______ _
Finn Name: Location: --------Firm Name: Location: _______ _
Firm Name: Location: _______ _
(If no former marriage/union, write "none" Otherwise 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 Vestee shown 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:
(Circle One) YES NO
The Street address of the property in this transaction is: _______________________________ _
Single Family Residence: ____ Multiple Residence: ____ Commercial: ____ Vacant Land: ___ _
Occupied By: Owner: Lessee: ________ Tenants: ____ _
ls any portion of new loan funds to be used for construction? (circle one)
Date:
Order No: 400-1875093-37
Page 11
YES NO
(Signature)
(Signature)
C)
May 10, 2017
Berkshire Hathaway HomeServices CA Properties
Attn: Lynnell Honda
7030 Avenida Encinas Suite 100
Carlsbad, CA 92011
Order No. 400-1875093-37
California Title Company
2365 Northside Drive, #250
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:
400-1875093-37
Should you need anything, please do not hesitate to contact me at:
Page 12
Chuck Bishop, Title Officer
Ph: 619-516-5227
Email: titleSD@caltitie.com
Fax: 619-516-5241