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HomeMy WebLinkAbout; Shepherd, Paul Edwin & Donna Michele; 2023-0345747: PropertyRECORDING REQUESTED BY: Chicago Title Company When Recorded Mail Document and Tax Statement To: Geoff Patnoe City of Carlsbad 1200 Carlsbad Village Drive Carlsbad, CA 92008 DOC# 2023-034574 7 1111111111111111111111111111111111111111111111111111111111111111111111 Dee 15, 2023 03:52 PM OFFICIAL RECORDS JORDAN Z. MARKS, SAN DIEGO COUNTY RECORDER FEES: $0.00 (S82 Atkins: $0.00) PCOR: YES PAGES: 6 Escrow No.: 73723005898 APN/Parcel ID(s): 213-190-04-01 SPACE ABOVE THIS LINE FOR RECORDER'S USE The document is executed or recorded by the Federal government in accordance with the Uniform Federal Lien Registration Aet (GC 27388.1 (a) (2) (C)). GRANT Dk:ED The undersigned grantor(s) declare(s) 0 This transfer is exempt from the documentary transfer tax. The grantee is the United States or an agency or lnstrumentality thereof, a state or territory, or political subdivision thereof, R & T 11922. □The documentary transfer tax is$0, tS[) and is computed on: □the full value of the interest or property conveyed.□the full value less the liens ar encumbrances remaining thereon at the time af sale. The property is located in 0 the City of Carlsbad. FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, Paul Edwin Shepherd and Donna Michele Shepherd, husband and wife as joint tenants hereby GRANT(S) to City of Carlsbad the foliowing described real property in the City of Carlsbad, County of San Diego, State of California: For APN/Parcel ID(s): 213-190-04-01 A CONDOMINIUM UNIT COMPOSED OF: PARCEL 1 (COMMON AREA INTEREST): AN UNDIVIDED FRACTIONAL INTEREST AS TENANT IN COMMON IN AND TO THE COMMON AREA OF PHASE 1 AS DESCRIBED ON THE MULBERRY AT BRESSI RANCH CONDOMINIUM PLAN (THE "CONDOMINIUM PLAN") RECORDED ON FEBRUARY 11, 2005, AS DOCUMENT NO. 2005-0117224, IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO COUNTY, CALIFORNIA, A MORE COMPLETE LEGAL DESCRIPTION ATTACHE□ HERETO AND MADE A PART HEREOF MARKED AS EXHIBIT A. PROPERTY COMMONL Y KNOWN AS: 2631 Hancock Circle, Carlsbad, CA 92009 Grant Deed SCA0000129.doc / Updated: 06.08.23 Printed: 11.30.23@ 03:24 PM CA-CT-FWDO-02180.055822-73723005898 RECORDING REQUESTED BY: Chicago Title Company When Recorded Mail Document and Tax Statement To: Geoff Patnoe City of Carlsbad 1200 Carlsbad Village Drive Carlsbad,CA 92008 Escrow No.: 73723005898 APN/Parcel ID(s): 213-190-04-01 SPACE ABOVE THIS LINE FOR RECORDER'S USE The document is executed or recorded by the Federal government in accordance with the Uniform Federal Lien Registration Aet (GC 27388.1 (a) (2) (C)). GRANT DEED The undersigned grantor(s) declare(s) 0 This transfer is exempt from the documentary transfer tax. The grantee is the United States or an agency or instrumentality thereof, a state or territory, or political subdivision thereof, R & T 11922. □ The documentary transfer tax is $ D' ro and is computed on: □ the full value of the interest or property conveyed. □ the full value less the liens or encumbrances remaining thereon at the time of sale. The property is located in 0 the City of Carlsbad. FORA VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, Paul Edwin Shepherd and Donna Michele Shepherd, husband and wife as joint tenants hereby GRANT(S) to City of Carlsbad the following described real property in the City of Carlsbad, County of San Diego, State of California: For APN/Parcel ID(s): 213-190-04-01 A CONDOMINIUM UNIT COMPOSED OF: PARCEL 1 (COMMON AREA INTEREST}: AN UNDIVIDED FRACTIONAL INTEREST AS TENANT IN COMMON IN AND TO THE COMMON AREA OF PHASE 1 AS DESCRIBED ON THE MULBERRY AT BRESSI RANCH CONDOMIN IUM PLAN (THE "CONDOMINIUM PLAN") RECORDED ON FEBRUARY 11, 2005, AS DOCUMENT NO. 2005-011 7224, IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO COUNTY, CALIFORNIA, AMORE COMPLETE LEGAL DESCRIPTION ATTACHED HERETO AND MADE A PART HEREOF MARKED AS EXHIBIT A. PROPERTY COMMONL Y KNOWN AS: 2631 Hancock Circle, Carlsbad, CA 92009 Grant Deed SCA0000129.doc I Updated: 06.08.23 Printed: 11.30.23 @ 03:24 PM CA-CT-FW DO-021 B0.055822-73723005B9B APN/Parcel ID(s): 213-190-04-01 Dated: November 6, 2023 GRANT DEED (continued) IN WITNESS WHEREOF, the unde signed have executed this document on the date(s) set forth below. ~111 &},1}(1 Shefh9'J (,bflt'I'\ fr1\:ohe.1-t <.;heph-9-1cl A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of ~ IYJ 1'q County of SlvY\._.. ~ On tl-d(-ef(l?-3 nA i oL," n . _; before me, ----'\.JL=---~---------------' Notary Public, {) {here insert name and title of the officer) personallyappeared o..u_/ C7c,UJtt1 <;MfJ l...e/11 clf1.Ø /)01LA'l, {Yl tche.(~ <:;;h.e-pkt.rt/ , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. Grant Deed SCA0000129.doc I Updated: 06.08.23 f CARi HATFIELD •1 a COMM. #2435456 O ,.. NO'TAR't' PUBLIC-C~UfORNIA ~ 0 SAN DIEGO C0',JNTV _. n My commlUIOl'l Explres I l JANUAA"'.u 22. 2021 Printed: 11.06.23 @ 09:07 AM CA-CT-FWDO-02180.055822-73723005898 CERTIFICATE OF ACCEPTANCE (Pursuant to Government Code 27281) This is to certify that the interest in real property conveyed by the Grant Deed from Paul E. and Donna M. Shepherd to the City of Carlsbad, a municipal corporation (the "City"), is hereby accepted on December 11, 2023, by the undersigned officer or agent on behalf of the City pursuant to authority conferred by City Council Resolution No. 2023-244 adopted on September 26, 2023, and the City Council consents to the recordation of sa id document in the Office of the Recorder of San Diego County, State of California. CITY OF CARLSBAD, a municipal corporation By:~~--~-'-~---- Name: Geoff Patnoe lts: Assistant City Manager Signature must be notarized CALIFORNIA ACKNOWLEDGMENT CIVIL CODE § 1189 0 J J J 11100 Z IIIIIØOEI lll!HE mrao o J IJI 5 E [Ilt t ,· It alOll A nota ry public or ether officer completing this certificate verifies only the identity of the individual who sign ed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California who proved to me on the basis of satisfactory evidence to b~ the person(~ whose name(1) is/arfo subscribed to the within instrument and acknowledged to me that he/sh /theV exectrted the same in his/ er/t eir • authorized capacity(ies), and that by hislh1_!the/.r signature(s on the instrument the person(s/or le entity upon behalf of which the person(s) acted, execLted the instrument. Place Notary Sea/ andlor Stamp Above I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing paragraph is true a(ld correct. WITNESS my hand and official seal. OPTiONAL ··---------------~ Completing this information con deter alteration of the document or fraudulent reattachment of this form to an unintended document. Description of Attached Document, (\ Title or Type of Document:. C.w-h':nraJ-g. ofhcQ_ pbiJ\Le__ Document Date: _____________________ Number of Pages: ____ _ Signer(s) Other_ Than Named Above: _______________________ _ Capacity(ies) Claimed by Signer(s) Signer's Name: ____________ _ □ Corporate Officer -Title(s): ______ _ □ Partner - D Limited □ General o lndividual □ Attorney in Faet □ Trustee □ Guardian or Conservator □ Other: Signer' is Representing: _________ _ Signer's Name: ---,------------ □ Corporate Officer -Title(s): ______ _ o Partner -o Limited □ General D lndividual □ Trustee D Other: □ Attorney in Faet □ Guardian or Conseryator Signer is Representing: -------~-- uo r uøøØ<.l ooøc o o o o § o IJlj 11 øø o ri ir uø:øom E IH8888lll E [Ilt W 0 Dy 0 O IEIEIOØ ©2019 National Notary Association ORDER NO. 7303901-24 46231 EXHIBIT "A" (LEGAL DESCRIPTION) A CONDOMINIUM UNIT COMPOSED OF: PARCEL 1 (COMMON AREA INTEREST): AN UNDIVIDED FRACTIONAL INTEREST AS TENANT IN COMMON IN AND TO THE COMMON AREA OF PHASE 1 AS DESCRIBED ON THE MULBERRY AT BRESSI RANCH CONDOMINIUM PLAN (THE "CONDOMINIUM PLAN") RECORDED FEBRUARY 11, 2005, AS DOCUMENT NO. 2005-0117224, IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO COUNTY, CALIFORNIA, BEING A PORTION OF LOT 1 OF CARLSBAD TRACT MAP CT 03-03, IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, ACCORDING TO MAP THEREOF NO. 14800 FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO COUNTY ON MAY 21, 2004. THE UNDIVIDED FRACTIONAL INTEREST HEREBY CONVEYED IS THE RECIPROCAL OF THE NUMSER OF LIVING UNITS SHOWN ON THE CONDOMINIUM PLAN AS BEING WITHIN PHASE 1 OF THE CONDOMINIUM PLAN. EXCEPTING THEREFROM ALL LIVING UNITS SHOWN ON THE CONDOMINIUM PLAN. ALSO EXCEPTING THEREFROM, ALL Oll, Oll RIGHTS, MINERALS, MINERAL RIGHTS, NATURAL GAS RIGHTS, AND OTHER HYDROCARBONS BY WHATSOEVER NAME KNOWN, GEOTHERMAL STEAM AND ALL PRODUCTS DERIVED FROM ANY OF THE FOREGOING, THAT MAY BE WITHIN OR UNDER THE ABOVE DESCRIBED LAND ("LAND"), TOGETHER WITH THE PERPETUAL RIGHT OF DRILLING, MINING, EXPLORING AND OPERATING THEREFOR AND STORING IN AND REMOVING SAME FROM SAID LAND OR ANY OTHER LAND, INCLUDING THE RIGHT TO WHIPSTOCK OR DIRECTIONALLY DRILL AND MINE FROM LANDS OTHER THAN THE LAND, Oll OR GAS WELLS, TUNNELS AND SHAFTS INTO, THROUGH OR ACROSS THE SUBSURFACE OF THE LAND HEREINABOVE DESCRIBED, AND TO BOTTOM SUCH WHIPSTOCKED OR DIRECTIONALLY DRILLED WELLS, TUNNELS AND SHAFTS UNDER AND BENEATH OR BEYOND THE EXTERIOR LIMITS THEREOF, AND TO REDRILL, RETUNNEL, EQUIP, MAINTAIN, REPAIR, DEEPEN AND OPERATE ANY SUCH WELLS OR MINES WITHOUT, HOWEVER THE RIGHT TO DRILL, MINE, STORE, EXPLORE OR OPERATE THROUGH THE SURFACE OR THE UPPER 500 FEET OF THE SUBSURFACE OF THE LAND, AS RESERVED BY BRESSI GARDENLANE, LLC, BY DEED RECORDED JANUARY 25, 2005, AS DOCUMENT NO. 2005-0061440, OFFICIAL RECORDS PARCEL 2 (LIVING UNIT): LIVING UNIT NO. 1, AS SHOWN UPON THE CONDOMINIUM PLAN. PARCEL 3 (EXCLUSIVE USE AREAS:) THE EXCLUSIVE RIGHT TO USE ANY EXCLUSIVE USE AREA SHOWN ON THE CONDOMINIUM PLAN AS BEING APPURTENANT TO THE LIVING UNIT DESCRIBED IN PARCEL 2 ABOVE. Page 4 DocuSign Envelope ID: 72DD0508-9686·4ADD-AA4C-6FFB71B409E5 BOE-502-A (P1) REV. 17 (05-22) PRELIMINARY CHANGE OF OWNERSHIP REPORT To be completed by the transferee (buyer) prior to a transfer of subject property, In accordance with sectlon 480.3 of the Revenue and Taxatlon Code. A Preliminary Change of Ownershlp Report must be flled wlth each conveyance In lhø County Recordor's offlce for the county where thø property Is located. NAME AND MAILINO ADDRESS OF BUYER/rRANSFEREE (Makø nece.ssarycorreclions to the prfnted name and mailing address) r City of Carlsbad 1200 Carlsbad Village Drive Carfsbad, CA 92008 7 ASSESSOR'S PARCEL NUMSER 213-190-04-01 SELLER/rRANSFEROR Paul Edwin Shepherd and Donna Michele Shepherd L STREET ADDRESS OR PHYSICAI. LOCATION OF REAL PROPERTY 2631 Hancock Clrcle Carfsbad CA 92009 .J D VES ~'O This proparty Is lntended es my principal residence. lf YES, please indicate the date of accupancy /~ ar lntended occupancy. MO DAV YEAR D YES O Are yau a 100% rated disabled veteran~ was compensated at 100% by the Department af Veterans Affairs or en unmerried survivin s use of a 100% rated disabled veteran? MAIL PROPERTY TAX INFORMATION TO (NAME) Clt of Carls bad MAIL PROPERTY TAX INFORMATION TO (ADDRESS) 1200 Carlsbad Villa e Drive CITY Carlsbad STATE ZIPCODE CA 92008 PART 1. TRANSFER INFORMATION Please complete all statements. Thls sectlon contalns passlble excluslons from reassessment for certaln types of transfers. ~S )( A. Thls transfer Is solely between spouses (edditlon or removal of a spouse, death of a spouse, divorce settlement, etc.). □ 'J?[ B. Thls transfer Is solely between domestlc partners currenlly reglstered wtth the Callfomla Secretary of State (addition or removal of □ Y,c. □ ~·D. □ ~•E. □ "fj-•F. □ --p-• G. □ )Q H. 'j1. □ I. □ 1't J. □ -eF K. L. □ ,er □ Bi' a partner, death of a partner, tennlna//on seN/emant, etc.). Thls Is a transfer: ..Q behwee11 panmt(s) and chlld(ren) □ betwee11 91 ttndparent(s) and grandchlld(ren). Was !his the transferor/grantor's principal resldencer·t:l V ES D NP " Thls transfer Is the result of a cotenant's death. Date of death -- Thls transactlon Is to replace a principal resldence owned by a person 55 years of age or older. This transactlon Is to replace a principal resldence by a person who Is severely dlsabled. Thls transactlon Is to replace a principal resldence substantially damaged or destroyed by a wildfire or naturel dlsaster for whlch the Governor proclalmed a stale of emergency. Thls transacllon Is only a correctlon of the name(s) of the person(s) holding lille to the property (e.g., a neme change upon marr/age). lf YES, please explaln: ------------------------------------- The recorded document creales, terminales, or reconveys a lender's lnterest In the property. Thls transactlon Is recorded only as a requlrement for flnanclng purposes or to create, terminale, or reconvey a security lnterest (e.g., cos/gnar). lf YES, please explaln: ------------------------------- The recorded document substllutes a trustee of a trust, mortgage, or other slmllar document. Thls Is a transfer of property: 1. to/from a revocabla trust that may be revoked by the transferor and Is for the beneflt af -□ tRe trensfeR>r,..,gndlor □ 11:lo tre11sfe10r s spouse □ reglste,ed don,e!tic pertner. 2. to/from an lrrevocable trust for the beneflt or the .CJ cceatoclgrantorltrustor and/ar Q-grentor'sttrustor's spouse ...Q øraAter'e/tF1.1stor's.!f19istered domestlc partner. □ -..gJ.. M. Thls property Is subject to a lease wfth a remalnlng lease term of 35 years or more lncludlng written options. □ .,Ø.. N. Thls Is a transfer between parties in which proportional lnterests of the transferor(s) and transferee(s) In each and every parcel belng transferred remaln exactly the same after the transfer. ~ □ 0. Thls Is a transfer subjecl to subsldlzed low-lncome housing requlrements with governmentally imposed restrictions, or restrictlons lmposed by speclfled nonprofit corporatlans. □ ;:11:1, • P. This transfer Is to the firs! purehaser af a new bulldlng contalning ~ctlve solar energy system. ji6-□ Q. Other. Thistransferlsto ~'>',l!.l"c,Å~l,. ~(. C\ .. ;;f i2e-h·o,-.) ~ pw~ s ... l..~icL,H.c:I pr~~ • Please refer to the instructlons for Part 1. Ploase provide any othor Information that wlll help the Assessor understand tho nature of tho transfer, Prelimlnary Change ot Ownership (PCOR) SCA0000251 .doe I Updated: 06.20.23 THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION Pege 1 Printed: 11.06.23@ 12:58 PM CA-CT-FWD0-02180.055822•73723005898 DocuSign Envelope ID: 72DD0508-9686-4ADD-AA4C-6FFB718409E5 BOE-502-A (P2) REV, 17 (06-22) PART 2. OTHER TRANSFER INFORMATION -Check and complete as applicab/e. A. Date af transfer, lf ether than recordlng date: _____ _ B. Type af transfer: ....Ja Purehase D Foreclosure D Gift D Trade ar exchange D Merger, stack, ar partnershlp acquislllan (Fami BOE-100-8) %Contrect af sele. Dele af cantract: l O • ~ \ • :z_o 'Z. ~ D lnheritance. Date af deeth: ______ _ D Sale/leaseback D Creatlan af a lease D Asslgnment af a lease D Terminatlan of a lease. Date lease began: ______ _ Original term In years (lncluding written options): ___ Remalnlng term In years (includlng written options): __ _ ~ther. Pleaseexplaln: €~u~S'(. ::+:t-<,.. C~h's Of1'ØO -h. 1"-""c.Jc..AS<_ 5,bs,·J, iJ pr~~ C. Only a partlat lnterest In the praperty was transferred. D YES ~ lf YES, lndlcate the percentage transferred: -% PART 3. PURCHASE PRICE AND TERMS OF SALE Check and complele as applicable. C.tJ:) $...J&,o,~_ A. Total purehase price B. Cash down payment or value of trade or exchange excludlng claslng costs C. fh st deed of ll'\j3t @ % 111161631 for years. Mu11thl) ~oyPA&Rt $ .[J FHA L::=813601:JAI f2glot5) 1:1 Cai 'w'et O VA C::Discoum Puh,13) 0 FIKAd rate O l'aFlallle i:ate QBeokt5.e11ln91 B LoaolC•edit I loioo □ l.eal'l earried by seller O:lilalleel'l payff!enl ~ Due date: ______ _ D. Second deed of trust ®c==~~4..llf'lnll4i11~FeiHi&~t .f!feH'r-:===:iyreea-aIrss::-. illli"11o:,r,rtt,tlllt,lyy-p,pe!tj·,/f',1fff~eiFnll-t ~'===== 0 Fl>ied Fale O Vadable rate 0 BelleeA peyfffaRt S 0 Ba11k/Se•1iR9e & Lea, JC, 6dil Unlull EJ Lean eaFli&d by seller Due date· Amount $_ '3(#0 ,~ _ Amount $, __ .:::::i:::c:-...:::.. ___ _ Amount $, ___ .-0-...::::::::..... __ _ E. Was an lmprovement Bond or ether public financlng assumed by the buyer? D YES Å_NO Outstandlng balance $. ___ .-e--=---- F. Amount. lf any, of real estate commlsslon fees pald by the buyer whlch are not lncluded In the purehase price $, ___ .Q_!::=:.,:::..... __ G. The property was purchased: D Through real estate broker. Broker name: ___________ Phone number: ,__ _ __,_ _____ _ ~reet from seller D From a famlly member-Relatlonshlp ___________ _ D Other. Please explaln: ---------------------------------------- H. Please explaln any speclal terms, seller concesslons, broker/agent fees walved, flnanclng, and any ether infomiatlon (e.g., buyer assumed the exlsting loan balance) that would asslst the Assessor In the veluatlon of your property. PART 4. PROPERTY INFORMATION Check and complete as app/icab/e. A. Type af property transferred D Slngle-famlly resldence D Multlple-famlly resldence. Number of units: D Othar. Descrlptlon: ~.e., tlmber. mineral, water rights, etc.) D Co-op/Own-your-own ~ndomlnlum D Timeshare D Manufactured home D Unlmproved lal D CommerclaVlndustrial B. D YES NO Personel/business property, or lncentlves, provided by seller to buyer are lncluded In the purehase price. Examples af personal property are fumlture, farm equlpment, machlnery, etc. Examples af lncentlves are club membershlps. etc. Attach list if avaliable. lf YES, enter the value of the personal/business property: $ --:----lncentlves $_-_______ _ C. 0 YES ~NO A manufactured home Is lncluded In the purehase price. lf YES, enter the value attrlbuted to the manufactured home: $. ___ r--____ _ --0 YES '!J NO The manufactured home Is subject to local property tax. lf NO. enter decal number: ________ _ D. D YES )( NO The property produces rental ar ether lncome. lf YES, the lncome Is from: D Lease/rent D Contract □ Mineral rights E. The condltlon of the property at the time of sale was: ~ood □ Average 0 Other: ______________ _ D Fair D Poor Please describe: CERTIFICATION I cerllfy (or declare) that the foregolng and all Information hereon, includlng any accompanying statements or documents, Is true and correct to the best of my knowledge and bellef. SIGNATURE OF BUYERfTRANSFEREE OR CORPORATE OFFICER ► ~p~ Dff/16/2023 TELEPHONE ( 442) 339-5990 NAME OF BUYER/TRANSFEREE/PERSONAL REPRESENTATIVE/CORPORATE OFFICER (PLEASE PRINT) TITLE Geoff Patnoe Assistant City Manager EMAIL ADORESS 11eoff.patnoe@carlsbadca.gov The Assessor's office may contact yau for addltlonal Information regarding thls transactlon. Prellmlnary Change of Ownershlp (PCOR) SCA0000251.doc I Updated: 06.20.23 Page 2 Printed: 11.06.23@ 12:58 PM CA-CT-FW00-02160.055822-73723005898