HomeMy WebLinkAboutCT 06-24; BRESSI RANCH VILLAGE CENTER; Tentative Map (CT)r---·--.
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• • CITY OF CARLSBAD ·
LAND USE REVIEW APPLICATION -
APPLICATIONS APPLIED FOR: (CHECK BOXES)
(FOR (FOR DEPARTMENT DEPARTMENT USEONLYl USE ONLY)
Administrative Permit □ Planned Industrial Permit
Administrative Variance □ Planning Commission Determination
Coastal Development Permit " Ill"-..-_.. --lr1 □ Precise Development Plan
Conditional Use Permit
I., 'V r \.JIO'--'l 1 □ I Redevelopment Permit
Condominium Permit ~ Site Development Plan ~np OCoOI .. ,
Envfronmental Impact Assessment □ Special Use Permit
General Plan Amendment □ Specific Plan
Hillside Development Permit □ +el'ltative PaFsel Maf:l
Obtain from Engineering Department
Local Coastal Program Amendment ~ Tentative Tract Map c.,-rt,., 0~ -J
Master Plan {Mmo~ ~~\&)'bf'-1~1) mp 17 Kr D Variance
Minor Conditional Use Permit □ Zone Change
Non-Residential Planned Development □ List other applications not specified
Planned Development Permit
ASSESSOR PARCEL NO(S).: 213-191-02 n ---------------------------~ PROJECT NAME: Bressi Ranch Village Center D ----------------------------= BRIEF DESCRIPT10N OF PROJECT: Approximately 122,000 SF local shopping center,with grocery,
druastore and other related retail/commerical services.
5) OWNER NAME (Print or Type)
LNR Bressi Commerical, Inc.
6) APPLICANT NAME (Print or Type)
Hofman Planning & Engineering
MAILING ADDRESS
4275 Executive Square, Suite 210
CITY AND STATE
La Jolla, CA
ZIP
92037
MAILING ADDRESS
5900 Pasteur Court, Suite 150
TELEPHONE CITY AND STATE
858--410-9760 Carlsbad, CA
ZIP
92008
TELEPHONE
760-438-1465
EMAIL ADDRESS: JWilliams@lnrproperty.com = EMAIL ADDRESS: malves@hofmanplanning.com
I CERTIFY THAT I M THE LEGAL OWNER AND THAT ALL THE ABOVE I CERTIFY THAT I AM THE LEGAL REPRESENTATIVE OF THE
INFORMATION I TRUE AND CORRECT TO THE BEST OF MY OWNER AND THAT ALL THE ABOVE INFORMATION IS TRUE AND
KNOW LED E CORRECT TO THE BEST OF MY KNOWLEDGE.
7)
Je;, f 13 [ o'--lo/u;/06
DATE / I DATE •
RIEF LEGAL DESCRIPTION LOT 5 OF CARLSBAD TRACT MAP CT 03-03, CARLSBAD, SAN DIEGO,
~"'-eru-,At-1 (fa(. CA, MAP 14800, RECORDED MAY 21, 2004, AMENDED SEPT.30, 2005.
NOTE: A PROPOSED.PROJECT REQUIRIN,G MUl;.TIPLE APPLICATIONS BE FILED, MUST BE SUBMITTED PRIOR TO3:30 P.M.
A PROPOSED PRO:JECT REQUIRING ONLY Oij~ APPLICATION BE FILED, MUST. BE SUBMITTED PRIGR TO 4:00'P;M., · -' 1-
Forrn 14 Rev. 03/06 PAGE 1 OF 5
l
' '• • 8) LOCATION OF PROJECT: Bressi Ranch PA 15, Lot 5
ON THE jEast
----(-,-NO_R_T"'"'H-, s,...,o.,..,u=TH-, =EA_S_T_, W_E_S__,T)
•
STREET ADDRESS
SIDE OF j E! Fuerte
(NAME OF STREET)
BETWEEN / Gateway Road
(NAME OF STREET)
AND I Bressi .. Ranch Way-----· ........ -·-· __ ____,
(NAME OF STREET)
9) LOCAL FACILITIES MANAGEMENT ZONE j11
10) PROPOSED NUMBER OF LOTS □11) NUMBER OF EXISTING □12) PROPOSED NUMBER EJ RESIDENTIAL UNITS OF RESIDENTIAL UNITS
13) TYPE OF SUBDIVISION ~14) PROPOSED IND OFFICE/ D 15) PROPOSED COMM li.:_Jae SQUARE FOOTAGE SQUARE FOOTAGE
16) PERCENTAGE OF PROPOSED EJ17) PROPOSED INCREASE n18) PROPOSED SEWER EJ PROJECT IN OPEN SPACE INADT USAGE IN EDU
19) GROSS SITE ACREAGE B20) EXISTING GENERAL ; C-L I 21) PROPOSED GENERAL [s] PLAN PLAN DESIGNATION
22) EXISTING ZONIN~ !P-C 123) PROPOSED ZONING EJ24) HABITAT IMPACTS B (Brt~ j 'fM1c.'1 IF YES, ASSIGN HMP #
25) IN THE PROCESS OF REVIEWING THIS APPLICATION IT MAY BE NECESSARY FOR MEMBERS OF CITY
STAFF, PLANNING COMMISSIONERS, DESIGN REVIEW BOARD MEMBERS OR ClTY COUNCIL MEMBERS
TO INSPECT AND ENTER THE PROPERTY THAT IS THE SUBJECT OF THIS APPLICATION. lNI/E CONSENT
TO ENTRY FOR IS PURPOSE
FOR CITY USE ONLY
FEE COMPUTATION
APPLICATION TYPE
TOTAL FEE REQUIRED
form 14 Rev. 03/06
FEE REQUIRED
[; i ... t ,. r-,~ ~ ... J ,'.' :' . )
RECEIVED BY:
PAGE 2 OF 5
PROJECT DESCRIPTION/EXPLANATION
PROJECT NAME: ___ B __ r~e~ss_i R_a.....,.n--c~h_V_i~lla_,..,8-e~C--'---,-e_nt'--"e--r ________ _
APPLICANT NAME: __ _,_H....,Q ...... f ...... m...,,.a ...... n,_,_P....:..;la....,n ....... n-'-4jn...._g;;,....x,& ....... E.....,n-g...,_jn,...e'-.>Ce"-',rio....,.g _______ _
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:
The proposed project site is located south of Gateway Road, east of Nygard,
north Bressi Ranch Way and west of El Fuerte Street. The site is undeveloped
with a total area of 13.72 acres. The proposed Bressi Ranch Village Center will
consist of approximately 122,085 SF of retail/commercial space within eleven
buildings on eight parcels.
The proposed project requires:
• Tentative Tract Map
• Minor Master Plan Amendment
• Site Development Plan
• Conditional Use Permit
This project will require a Master Sign Program. The Sign Program will be
submitted in separate package. An application for a Lot Line Adjustment
(ADT 06-20) that relates to the property boundary line of the commercial site
and Boys & Girls Club site (CUP 06-08) was submitted to the Engineering
Department on October 19, 2006.
City of ca·rlsbad
l@Ei,i,i 1,i·l•J4¥bU,i4h•
DISCLOSURE STATEMENT
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 inforrpation is completed. Please print.
Note: . -(, ·'·:.. , \i,, :., .·, , . -: _ . ,.·, ,, .. : . , ·.-:. ,_;-:.. .•. . .
Person is defih~d-.as_ "ArJy jndivid~~'!;:.(irm_,;.9p~par:tnership;:'}bir:it-Ye.nt4re; asso,cic:1tiqn;'.:\sqcial club, fraternal org?nfiation,
corporation,· estate;. trust, receiyet(~yti\:di'c~te;)n'·thisran0/ari'y,:ot;tier-:~otl_~tyi:·c1ty: a,°ntj':~9ynt:y, city mtinicipality, district or
other political'~u~djvisj~r(or a~Y·o_ti:i~r. ~~R~P.A(~ombJriat{o~n -~~ti_n~-.~~:a·~(lit." _·. :_,_ · .. ' :'.:,:: : .
Agents may ·si~~ ~hi$. docum~~r-~o~e:~r.:· t~·e:[eg~; ·n_a~e: ~-~~ ., ~-~ti_ty..· -~Uh~--;~~lic~~f. ·and . property o~ner must be
provided be.low .. · · .. .·, · · ·
1. APPLICANT (Not the applicant's agent)
2.
Provide the COMPLETE, LEGAL names and addresses of ALL persons having a financial interest
in the application. If the applicant includes a corporation or ·partnership, include the names, title,
addresses of all individuals owning more than 10% of the shares. IF NO 1NDIVIDUALS OWN MORE
THAN 10%. OF THE SHARES, PLEASE INDlCATE NON-APPLICABLE (N/A) IN THE SPACE
BELOW. If a publicly-owned corporation. include the names, titles, and addresses of the corporate
officers. (A separate page may be attached if necessary.) ·-
Person.___________ Corp/Part, ___________ _
Title ___________ _ Title. _____________ _
Address __________ _ Address. ____________ _
OWNER (Not the owner's agent)
Provide the COMPLETEr LEGAL names and addresses of ALL persons having any ownership
interest in the property involved. Also_, provide the nature of the legal ownership (i.e, partnership,
tenants in common, non-profit, corporation, etc.). If the ownership inc[udes a corporation or
partnershfp, include the names, title, addresses of all individuals owning more than 10% of the
shares. IF NO INDIVIDUALS OWN MORE THAN 10% OF THE SHARES, ·PLEASE INDICATE
NON-APPLICABLE {N/A) IN THE SPACE BELOW. If a publicly-owned corporation. include the
names, titles, and addresses of the corporate officers. (A separate page may be attached if
necessary.) · N/-A Person ___ __._ _______ _ Corp/Part'-------------
Title ___________ _ Title. _____________ _
Address _________ _ Address, ____________ _
OvJ,-.ie/L-IS l.N.~ ~ I CoM~IJ-.-L },.it.. -H 0 ll'lt>-1..J\J:>ll\l'sl.$ 01.N,-.I
1635 Faraday Avenue• Carlsbad, CA 92008-7314 • (760) 602-4600 • FAX (760) 602-8559 • WWl'V.ci.carlsbad.ca.us @
Mo~~ 7+-{-~,-J lo/, of"
"'i°l-\-6 st\-A~.
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
organizr;1tion or as trustee or beneficiary of the.
Non Profit/Trust'----------Non Profit/Trust. ________ _
Title___________ . Title ____________ _
Address _________ _ Address. ___________ _
4. Have you had more than $250 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.
Signature of applicant/date
'·
Print or type name of owner
L--rl ~ f».e-~~' ~MK~I At. I .l }Jc.. •
Print or type name of applicant
Signature of owner/applicant's agent if applicable/date
Print or type name of owner/applicant's agent
H:AOMIN\COUNTER\DISCLOSURE STATEMENT 5/98 Page 2 of 2
f,f"o; ........ ·t'.
• •
City of Carlsbad
IQEhhhU~■·N•iUHi,Ui,JI
HAZARDOUS \VASTE AND SUBSTANCES STATEMENT
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 Wastes 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
Cade.
D The development project and any alternatives proposed in this application ~ contained
on the lists compiled pursuant to Section 65962.5 of the State Government Code.
APPLICANT PROPERTY OWNER
Name: ~~{\1::J e ~; Ck-'.W,
Address: 5'9 00 Tuf;,.MX cl, 15D
Name: Lt-\~ B12:-e.s.s:\ CoK~e~c..1>-\.. \,le .
Address: 1:'2.-"15 E°>Ce-e.1.,}\"\'1e-Ssw~~ ,Su\,-~ 2.to
CAALsMP I CA CfZM~ 4 .Jc:.>lA.-}k I LA q '2-0317
Phone Number: 369 ~ '-£3,~ ,... {'/(fl< Phone Number: (.2-s-s) 1\ ~ -q 1 <Po
Address of Site: ]?A, 15 :Bt-e ss; ~ch W\.Qs::\-e.-r: ~ \..o........n,
Local Agency (City and County): CA1Z--l Sbf\-0 1 ~ :J);e 1f?
Assessor's book, page, and parcel number: d-l ::>--19 ( -0 'd-
Specify llst(s): __________________________ _
Regulatory Identification Number: _____________________ _
Date of List: ____________________________ _
lu/w/oo
I I
Admin/Counter/HazWaste
JO 13 0 (..
Signature/Date ~ Lt-lit.. ~, 4=-1'-V'\~A. L 11" c_ •
1635 Faraday Avenue• Carlsbad, CA 92008-7314 • (760) 602-4600 • FAX (760) 602-8559 • www.ci.carlsbad.ca.us @
--NORTH AMERICAN TITLE COMPANY
505 S. Main Street, #101 • Orange, CA 92868
Tel: (714) 550-6500 • Fax: (714) 667-0338
Direct (714) 550-6415 • e-mail mwardle@nat.com
TRANSMITTAL
PROJECT DESIGN CONSULTANT
701 "B" STREET # 800
SAN DIEGO, CA 92101
ATTENTION: PHIL HATLEM
DATE: September 5, 2006
YOUR REF: BRESSI RANCH PA-15 STREET
DEDICATION
OUR ORDER NO.: 7004411-23
In connection with the above-referenced matter, we enclose the following:
• Preliminary Title Report UPDATED AUGUST 29, 2006
Please let me know if I can be of any further assistance.
Sincerely.
~fY~
Mark Wardle
Chief Title Officer
Development Services Division
Cc: NONE
-
NORTH AMERICAN TITLE COMPANY
505 S. Main Street Suite 101
Orange, CA 92868
(714) 550-6500 (800) 464-6282
Fax: (714)667-0338 Email: mwardle@nat.com
PROJECT DESIGN CONSULTANT
701 "B" STREET # 800
SAN DIEGO, CA 92101
ATTENTION: PHIL HATLEM YOUR REF: BRESSI RANCH PA-15 STREET
DEDICATION
OUR ORDER NO. 7004411-23
UPDATED/ AMENDED
DATED AS OF AUGUST 29, 2006 AT 7:30 A.M.
IN RESPONSE TO THE ABOVE REFERENCED APPLICATION FOR A POLICY OF TITLE INSURANCE,
NORTH AMERICAN 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 IN
SCHEDULE B OR NOT EXCLUDED FROM COVERAGE PURSUANT TO THE PRINTED SCHEDULES,
CONDmONS AND STIPULATIONS OF SAID POLICY FORMS.
THE PRINTED EXCEPTIONS AND EXCLUSIONS FROM THE COVERAGE OF SAID POLICY OR POLICIES ARE
SET FORTH IN THE ATTACHED LIST. COPIES OF THE POLICY FORMS SHOULD BE READ. THEY ARE
AVAILABLE FROM THE OFFICE WHICH ISSUED THIS REPORT.
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.
PLEASE READ THE EXCEPTIONS SHOWN OR REFERRED TO BELOW AND THE EXCEPTIONS AND
EXCLUSIONS SET FORTH IN EXHIBIT A 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
TO THE CONDmON OF mLE AND MAY NOT LIST ALL LIENS, DEFECTS, AND ENCUMBRANCES
AFFECTING TITLE TO THE LAND.
THE FORM OF POLICY OF illLE INSURANCE CONTEMPLATED BY THIS REPORT IS:
CALIFORNIA LAND TITLE ASSOCIATION STANDARD COVERAGE POLICY.
TITLE OFFICER: MARK WARDLE
Page 1
--ORDER NO. 7004411-23
IMPORTANT NOTICE
california Assembly Bill 512 ("AB 512") is effective on January 1, 1990. Under AB 512, all title
companies may only make funds available for monetary disbursal in accordance with the
following rules:
1. Same Day Availability. Disbursement on the date of deposit is allowed only when funds
are deposited to NATC in cash or by electronic transfer (wire). Bear in mind that cash
will be accepted from customers only under special circumstances as individually
approved by management.
2. Next Day Availability. If funds are deposited to NATC by cashier's checks, certified
checks, or teller's checks, disbursement may be on the next business day following
deposit. A "teller's check" is one drawn by an insured financial institution against
another insured financial institution (e.g., a savings and loan funding with a check drawn
against an FDIC insured bank).
3. 3-7 Banking Days Availability (Regulation CC). If the deposit is made by checks other
than those described in Paragraphs 1 and 2 above, disbursement may occur on the day
when funds must be made available to depositors under Federal Reserve Regulation CC.
This requires a "hold" on some checks of 2-7 banking days or longer in some instances.
Personal checks, drafts, private corporation and company checks, and funding checks
from mortgage companies that are not teller's checks are among those checks subject
to such holds.
(For further details, consult Chapter 598, statutes of 1989.)
Note: The above guidelines are in conformity with those issued by the Department of Insurance
for all California Title Insurers.
Page 2
--ORDER NO. 7004411-23
SCHEDULE A
1. THE ESTATE OR INTEREST IN THE LAND HEREINAITTR DESCRIBED OR REFERRED TO
COVERED BY THIS REPORT IS:
A FEE
2. TITLE TO SAID ESTATE OR INTEREST AT THE DATE HEREOF IS VESTED IN:
LNR BRESSI COMMERCIAL, INC., A CALIFORNIA CORPORATION
3. THE LAND REFERRED TO IN THIS REPORT IS SITUATED IN THE STATE OF CALIFORNIA,
COUNTY OF SAN DIEGO, AND IS DESCRIBED AS FOLLOWS:
SEE EXHIBIT "A" ATTACHED HEREWITH AND MADE A PART HEREOF
Page 3
--ORDER NO. 7004411-23
EXHIBIT "A"
(LEGAL DESCRIPTION)
LOT 5 OF CARLSBAD TRACT MAP CT 03-03, IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO,
STATE OF CALIFORNIA, ACCORDING TO MAP THEREOF NUMBER 14800 ON FILE IN THE OFFICE OF THE
COUNTY RECORDER OF SAID COUNTY, MAY 21, 2004, AS AMENDED BY CERTIFICATE OF CORRECTION
RECORDED SEPTEMBER 30, 2005, AS FILE NO. 2005-0850805, OFFICIAL RECORDS.
EXCEPTING THEREFROM, ALL OIL, OIL RIGHTS, MINERALS, MINERAL RIGHTS, NATURAL GAS RIGHTS
AND OTHER HYDROCARBONS BY WHATSOEVER NAME KNOW, GEOTHERMAL STEAM AND ALL
PRODUCTS DERIVED FROM ANY OF THE FOREGOING, THAT MAY BE WITHIN OR UNDER THE LAND,
TOGETHER WITH THE PERPETUAL RIGHT OF DRILLING, MINING EXPLORING AND OPERATING
THEREFOR AND STORING IN AND REMOVING THE SAME FROM SAID LAND OR ANY OTHER LAND,
INCLUDING THE RIGHT TO WHIPSTOCK OR DIRECTIONALLY DRILL AND MINE FROM LANDS OTHER
THAN THE LAND, OIL OR GAS WELLS, TUNNELS AND SHAFTS INTO, THROUGH OR ACROSS THE
SUBSURFACE OF THE LAND, 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 SUCH WELLS OR
MINES WITHOUT, HOWEVER, THE RIGHT TO DRILL, MINE, STORE, EXPLORE OR OPERATE THROUGH
OR ENTER UPON THE SURFACE OR THE UPPER 500 FEET OF THE SUBSURFACE OF THE LAND. AS
RESERVED IN THE DEED RECORDED MAY 28, 2004, AS INSTRUMENT NO. 2004-0495514
Page 4
--ORDER NO. 7004411-23
SCHEDULE B
AT THE DATE HEREOF EXCEPTIONS TO COVERAGE IN ADDmON TO THE PRINTED
EXCEPTIONS AND EXCLUSIONS IN THE POLICY FORM DESIGNATED ON THE FACE PAGE OF
THIS REPORT WOULD BE AS FOLLOWS:
A. GENERAL AND SPECIAL PROPER1Y TAXES, AND ANY ASSESSMENTS COLLECTED WITH TAXES,
INCLUDING UTILI1Y ASSESSMENTS, ARE A LIEN NOT YET PAYABLE TO BE LEVIED FOR THE
FISCAL YEAR 2006/2007.
B. GENERAL AND SPECIAL PROPER1Y TAXES FOR THE FISCAL YEAR SHOWN BELOW HAVE BEEN
PAID. AMOUNTS FOR PRORATION PURPOSES ARE:
FISCAL YEAR:
TOTAL AMOUNT:
FIRST INSTALLMENT:
SECOND INSTALLMENT:
EXEMPTION:
CODE NO.:
PARCEL NO.:
2005-2006
$36,892.24
$18,446.12
$18,446.12
$NONE
09165
213-191-02
SUPPLEMENTAL TAXES FOR THE FISCAL YEAR SHOWN BELOW, ASSESSED PURSUANT TO THE
PROVISIONS OF CHAPTER 3.5 (COMMENCING WITH SECTION 75) OF THE REVENUE AND
TAXATION CODE OF THE STATE OF CALIFORNIA.
FISCAL YEAR:
FIRST INSTALLMENT:
SECOND INSTALLMENT:
DELINQUENT AFTER:
PENAL1Y:
COST:
CODE NUMBER:
PARCEL NUMBER:
SUPPLEMENTAL BILL NO.:
2005-2006
$12,900.35 PAID
$12,900.35 OPEN
APRIL 10, 2006
$ 1,300.03
$10.00
09165
213-191-02
9000011500
SUPPLEMENTAL TAXES FOR THE FISCAL YEAR SHOWN BELOW, ASSESSED PURSUANT TO THE
PROVISIONS OF CHAPTER 3.5 (COMMENCING WITH SECTION 75) OF THE REVENUE AND
TAXATION CODE OF THE STATE OF CALIFORNIA.
FISCAL YEAR:
FIRST INSTALLMENT:
SECOND INSTALLMENT:
DELINQUENT AFTER:
PENAL1Y:
COST:
CODE NUMBER:
PARCEL NUMBER:
SUPPLEMENTAL BILL NO.:
2005-2006
$49,999.99 PAID
$49,999.99 OPEN
APRIL 10, 2006
$ 5,009.99
$10.00
09165
213-191-02
9000011600
Page 5
--ORDER NO. 7004411-23
C. A "NOTICE OF SPECIAL TAX LIEN" PURSUANT TO SECTION 3114.5 OF THE STREETS AND
HIGHWAYS CODE AND SECTION 53328.3 OF THE GOVERNMENT CODE.
RECORDED:
NAME OF SPECIAL
TAX DISTRICT:
APRIL 26, 1994 AS INSTRUMENT NO. 1994-0277976, OF
OFFICIAL RECORDS
COMMUNITY FACILITIES DISTRICT NO. 3 OF THE CARLSBAD
UNIFIED SCHOOL DISTRICT
FOR FURTHER INFORMATION CONCERNING THE CURRENT AND ESTIMATED FUTURE TAX
LIABILITY OF OWNERS AND PURCHASERS AT REAL PROPERTY SUBJECT TO THIS SPECIAL TAX
LIEN, INTEREST PERSON SHOULD CONTACT THE FOLLOWING DESIGNATED PERSONS:
THE ASSISTANT SUPERINTENDENT OF BUSINESS SERVICES; THE CARLSBAD UNIFIED SCHOOL
DISTRICT; MR. JOHN BLAIR, SECRETARY OF THE CARLSBAD UNIFIED SCHOOL DISTRICT
801 PINE AVENUE; CARLSBAD, CALIFORNIA 92008-2439
THE PROVISIONS OF SAID TAX LIEN WERE EXTENDED TO INCLUDE THE HEREIN DESCRIBED
LAND, BY AN AMENDMENT TO NOTICE OF SPECIAL TAX LIEN ANNEXATION NO. 7 RECORDED
DECEMBER 4, 2001 AS INSTRUMENT NO. 2001-0886438, OFFICIAL RECORDS.
D. THE LIEN OF SUPPLEMENTAL TAXES, IF ANY, ASSESSED PURSUANT TO THE PROVISIONS OF
CHAPTER 3.5 (COMMENCING WITH SECTION 75) OF THE REVENUE AND TAXATION CODE OF
THE STATE OF CALIFORNIA.
1. WATER RIGHTS, CLAIMS OR TITLE TO WATER, WHETHER OR NOT SHOWN BY THE PUBLIC
RECORDS.
2. AN AGREEMENT BETWEEN LENNAR BRESSI RANCH VENTURE, LLC AND THE CITY OF CARLSBAD
FOR THE PAYMENT OF A PUBLIC UTILmES FEE FOR INSIDE THE BOUNDARIES OF COMMUNITY
FACILITIES DISTRICT NO. 1, RECORDED DECEMBER 11, 1998 AS FILE/PAGE NO. 1998-0806517
OF OFFICIAL RECORDS.
REFERENCE IS MADE TO SAID DOCUMENT FOR FULL PARTICULARS.
3. A DECLARATION OF DEVELOPMENT COVENANTS, CONDmONS, AND RESTRICTIONS WHICH
PROVIDE THAT A VIOLATION THEREOF SHALL NOT DEFEAT OR RENDER INVALID THE LIEN OF
ANY FIRST MORTGAGE OR DEED OF TRUST MADE IN GOOD FAITH AND FOR VALUE, BUT
DELmNG ANY COVENANT, CONDITION, OR RESTRICTION INDICATING A PREFERENCE,
LIMITATION OR DISCRIMINATION BASED ON RACE, COLOR, RELIGION, SEX, HANDICAP,
FAMILIAL STATUS, OR NATIONAL ORIGIN, TO THE EXTENT SUCH COVENANTS, CONDmONS,
AND RESTRICTIONS VIOLATE mLE 42, SECTION 3604(C) OF THE UNITED STATES CODES.
RECORDED: FEBRUARY 11, 1999 AS FILE/PAGE NO. 1999-0085754 OF
OFFICIAL RECORDS
Page 6
--ORDER NO. 7004411-23
4. AN AGREEMENT TO WHICH REFERENCE IS HEREBY MADE FOR FULL PARTICULARS
DATED:
BY AND BETWEEN:
REGARDING:
RECORDED:
FEBRUARY 9, 1999
LENNAR BRESSI RANCH VENTURE, LLC, A CALIFORNIA LIMITED
LIABILITY COMPANY AND GENERAL AMERICAN LIFE
INSURANCE COMPANY, A MISSOURI CORPORATION
AGREEMENT AND COVENANTS RUNNING WITH THE LAND
FEBRUARY 18, 1999 AS FILE/PAGE NO. 1999-0098738,
OFFICIAL RECORDS
REFERENCE IS MADE TO SAID DOCUMENT FOR FULL PARTICULARS.
5. TERMS, PROVISIONS, AND CONDmONS CONTAINED IN AN INSTRUMENT ENTITLED "HOLD
HARMLESS AGREEMENT DRAINAGE", EXECUTED BY LENNAR BRESSI RANCH VENTURE LLC,
AND BETWEEN THE CITY OF CARLSBAD RECORDED JUNE 26, 2003 AS INSTRUMENT NO. 2003-
0760170 OF OFFICIAL RECORDS.
6. TERMS, PROVISIONS, AND CONDmONS CONTAINED IN AN INSTRUMENT ENTITLED "HOLD
HARMLESS AGREEMENT GEOLOGICAL FAILURE", EXECUTED BY LENNAR BRESSI RANCH
VENTURE LLC, A CALIFORNIA LIMITED LIABILITY COMPANY AND BETWEEN THE CITY OF
CARLSBAD RECORDED JUNE 26, 2003 AS INSTRUMENT NO. 2003-0760171 OF OFFICIAL
RECORDS.
7. TERMS, PROVISIONS, AND CONDmONS CONTAINED IN AN INSTRUMENT ENTITLED "HOLD
HARMLESS AGREEMENT GEOLOGICAL FAILURE", EXECUTED BY LENNAR BRESSI RANCH
VENTURE LLC, A CALIFORNIA LIMITED LIABILITY COMPANY AND BETWEEN THE CITY OF
CARLSBAD RECORDED JUNE 26, 2003 AS INSTRUMENT NO. 2003-0760173 OF OFFICIAL
RECORDS.
8. AN EASEMENT AFFECTING THE PORTION OF SAID LAND AND FOR THE PURPOSE STATED
HEREIN, AND INCIDENTAL PURPOSES.
IN FAVOR OF: SAN DIEGO GAS & ELECTRIC COMPANY, A CORPORATION
NO REPRESENTATION IS MADE AS TO THE PRESENT OWNERSHIP OF SAID EASEMENT.
FOR:
RECORDED:
AFFECTS:
PUBLIC UTILmEs
NOVEMBER 7, 2003 AS INSTRUMENT NO. 2003-1351662 OF
OFFICIAL RECORDS
DESCRIBED AS FOLLOWS:
THOSE CERTAIN STRIPS OF LANDS 7.00 FEET IN WIDTH LYING ADJACENT TO AND
COINCIDENT WITH THE EXTERIOR BOUNDARY OF SAID "EL FUERTE STREET"
Page 7
-ORDER NO. 7004411-23
9. A DECLARATION OF DEVELOPMENT COVENANTS, CONDmONS, AND RESTRICTIONS WHICH
PROVIDE THAT A VIOLATION THEREOF SHALL NOT DEFEAT OR RENDER INVALID THE LIEN OF
ANY FIRST MORTGAGE OR DEED OF TRUST MADE IN GOOD FAITH AND FOR VALUE, BUT
DELETING ANY COVENANT, CONDmON, OR RESTRICTION INDICATING A PREFERENCE,
LIMITATION OR DISCRIMINATION BASED ON RACE, COLOR, RELIGION, SEX, HANDICAP,
FAMILIAL STATUS, OR NATIONAL ORIGIN, TO THE EXTENT SUCH COVENANTS, CONDmONS,
AND RESTRICTIONS VIOLATE illLE 42, SECTION 3604(C) OF THE UNITED STATES CODES.
RECORDED: MAY 28, 2004, AS INSTRUMENT NO. 2004-0495513 OF
OFFICIAL RECORDS
10. A DEED OF TRUST TO SECURE AN INDEBTEDNESS IN THE AMOUNT SHOWN BELOW AND ANY
OTHER OBLIGATIONS SECURED THEREBY:
AMOUNT:
DATED:
TRUSTOR:
TRUSTEE:
BENEFICIARY:
RECORDED:
$3,484,000.00
MAY 28, 2004
LNR BRESSI COMMERCIAL, INC., A CALIFORNIA CORPORATION
NORTH AMERICAN illLE COMPANY
BRESSI GARDENLANE, LLC, A DELAWARE LIMITED
LIABILITY COMPANY
MAY 28, 2004, AS INSTRUMENT NO. 2004-0495515 OF
OFFICIAL RECORDS
11. AN EASEMENT AFFECTING THE PORTION OF SAID LAND AND FOR THE PURPOSE STATED
HEREIN, AND INCIDENTAL PURPOSES.
IN FAVOR OF: SAN DIEGO GAS & ELECTRIC COMPANY, A CORPORATION
NO REPRESENTATION IS MADE AS TO THE PRESENT OWNERSHIP OF SAID EASEMENT.
FOR:
RECORDED:
AFFECTS:
PUBLIC UTILmEs
OCTOBER 15, 2004, AS INSTRUMENT NO. 2004-0980687 OF
OFFICIAL RECORDS
DESCRIBED AS FOLLOWS:
THOSE CERTAIN STRIPS OF LAND 13.00 FEET IN WIDTH WITHIN SAID LOT, SAID STRIP LYING
ADJACENT TO AND COINCIDENT WITH THE EXTERIOR BOUNDARY OF THE PUBLIC STREET
SHOWN AND DELINEATED AS "GARDENLANE WAY", (NOW BRESSI RANCH WAY) "VILLAGE
GREEN DRIVE", "TOWN GARDEN ROAD, ON SAID MAP NO. 14600.
12. COVENANTS, CONDmONS AND RESTRICTIONS (BUT DELETING THEREFROM ANY COVENANT,
CONDmON OR RESTRICTION INDICATING A PREFERENCE, LIMITATION, OR DISCRIMINATION,
BASED ON RACE, COLOR, RELIGION, SEX, HANDICAP, FAMILIAL STATUS, OR NATIONAL
ORIGIN TO THE EXTENT SUCH COVENANTS, CONDmONS, OR RESTRICTIONS VIOLATE 42
U.S.C. 3604(C)) AS SET FORTH IN THE DOCUMENT:
RECORDED: JANUARY 14, 2005, AS INSTRUMENT NO. 2005-0037207 OF OFFICIAL RECORDS
Page 8
-• ORDER NO. 7004411-23
LIMITATIONS, RESERVATIONS, PROVISIONS, ASSESSMENTS, LIENS AND CHARGES AS
CONTAINED IN THE ABOVE MENTIONED DECLARATION.
SAID DECLARATION CONTAINS, AMONG OTHER THINGS, THE FOLLOWING:
A. CERTAIN EASEMENTS
B. ASSESSMENTS
C. LIENS AND THE SUBORDINATION THEREOF
D. PROVISIONS RELATING TO PARTITION
E. RESTRICTIONS ON SEVERABILITY OF COMPONENT INTEREST
F. MORTGAGE PROTECTION CLAUSE
G. COVENANTS, CONDmONS AND RESTRICTIONS (BUT DELETING THEREFROM ANY
COVENANT, CONDmON OR RESTRICTION INDICATING A PREFERENCE, LIMITATION,
OR DISCRIMINATION, BASED ON RACE, COLOR, RELIGION, SEX, HANDICAP, FAMILIAL
STATUS, OR NATIONAL ORIGIN TO THE EXTENT SUCH COVENANTS, CONDmONS, OR
RESTRICTIONS VIOLATE 42 U.S.C. 3604(C)).
13. TERMS, PROVISIONS, AND CONDmONS CONTAINED IN AN INSTRUMENT ENTITLED "SPECIAL
ASSESSMENT DISTRICT DISCLOSURE AGREEMENT'', DATED DECEMBER 30, 2004 EXECUTED BY
AND BETWEEN THE CITY OF CARLSBAD, A MUNICIPAL CORPORATION AND LNR BRESSI
COMMERCIAL, INC., A CALIFORNIA CORPORATION RECORDED JANUARY 21, 2005, AS
INSTRUMENT NO. 2005-0054587 OF OFFICIAL RECORDS.
14. A DEED OF TRUST TO SECURE THE PERFORMANCE OF AN AGREEMENT REFERRED TO HEREIN,
AND ANY OTHER OBLIGATION SECURED THEREBY.
AMOUNT:
DATED:
TRUSTOR:
TRUSTEE:
BENEFICIARY:
RECORDED:
$NOT SET OUT
FEBRUARY 3, 2005
LNR BRESSI COMMERCIAL, INC., A CALIFORNIA CORPORATION
FIRST AMERICAN TITLE INSURANCE COMPANY, A CALIFORNIA
CORPORATION
DEUTSCHE BANK AG, NEW YORK BRANCH, AS
ADMINISTRATIVE AGENT AND COLLATERAL AGENT FOR THE
LENDERS AND LENDER COUNTERPARTIES
FEBRUARY 15, 2005, AS INSTRUMENT NO. 2005-0125185 OF
OFFICIAL RECORDS
15. TERMS, PROVISIONS, AND CONDmONS CONTAINED IN AN INSTRUMENT ENTITLED
"AGREEMENT REGARDING ANNEXATION OF CERTAIN REAL PROPERTY TO STREET LIGHTING
AND LANDSCAPE DISTRICT NO. 2 OF THE CITY OF CARLSBAD AND APPROVAL OF THE LEVY OF
ASSESSMENTS ON SUCH REAL PROPERTY", EXECUTED BY AND BETWEEN THE CITY OF
CARLSBAD, A MUNICIPAL CORPORATION AND THE OWNER OR OWNERS RECORDED MARCH 16,
2005, AS INSTRUMENT NO. 2005-0216792 OF OFFICIAL RECORDS.
Page 9
-ORDER NO. 7004411-23
16. AN EASEMENT AFFECTING THE PORTION OF SAID LAND AND FOR THE PURPOSE STATED
HEREIN, AND INCIDENTAL PURPOSES.
IN FAVOR OF: PACIFIC BELL TELEPHONE COMPANY, A CALIFORNIA
CORPORATION DBA SBC CALIFORNIA, ITS SUCCESSORS AND
ASSIGNS
NO REPRESENTATION IS MADE AS TO THE PRESENT OWNERSHIP OF SAID EASEMENT.
FOR: THE RIGHT FROM TIME TO TIME TO CONSTRUCT AND INSTALL
COMMUNICATION FACILITIES AND TO USE, OPERATE,
INSPECT, REPAIR, REPLACE AND REMOVE SAID FACILITIES, OR
ANY OF THEM, TOGETHER WITH AN EXCLUSIVE RIGHT OF WY
AND EASEMENT, INCLUDING INGRESS AND EGRESS THERETO.
SAID COMMUNICATION FACILITIES SHALL CONSIST OF THE OF
THE FOLLOWING:
a. UNDERGROUND WIRES, CABLES AND OTHER ELECTRICAL CONDUCTORS AND
APPURTENANCES FOR COMMUNICATION PURPOSES;
b. CONDUITS AND MANHOLES, TOGETHER WITH MARKER POSTS ABOVE GROUND;
c. STRUCTURES WITH ELECTRONIC COMMUNICATION EQUIPMENT, AND ASSOCIATED
PAVING, FENCING AND OTHER APPURTENANCES RELATED THERETO.
RECORDED:
AFFECTS:
JULY 18, 2005, AS INSTRUMENT NO. 2005-0602587 OF
OFFICIAL RECORDS
A PORTION OF SAID LAND, AS DESCRIBED THEREIN.
17. THE UNRECORDED LEASE BY AND BETWEEN THE PARTIES NAMED HEREIN, FOR THE TERM
AND UPON THE TERMS, COVENANTS AND CONDmONS THEREIN PROVIDED:
DISCLOSED BY:
1YPE OF LEASE:
DATED:
LESSOR:
LESSEE:
TERM:
RECORDED:
MEMORANDUM OF LEASE
COMMERCIAL
JUNE 20, 2006
LNR BRESSI COMMERCIAL INC., A CALIFORNIA CORPORATION
TRADER JOE'S COMPANY, A CALIFORNIA CORPORATION
TEN YEARS , WITH OPTIONS TO EXTEND THE PRIMARY TERM
FOR THREE (3) ADDITONAL PERIODS OF FIVE (5) YEARS EACH
JUNE 21, 2006 AS INSTRUMENT NO. 2006-0438770, OF
OFFICIAL RECORDS
18. COVENANTS, CONDmONS AND RESTRICTIONS (BUT DELmNG THEREFROM ANY COVENANT,
CONDmON OR RESTRICTION INDICATING A PREFERENCE, LIMITATION, OR DISCRIMINATION,
BASED ON RACE, COLOR, RELIGION, SEX, HANDICAP, FAMILIAL STATUS, OR NATIONAL
ORIGIN TO THE EXTENT SUCH COVENANTS, CONDmONS, OR RESTRICTIONS VIOLATE 42
U.S.C. 3604(C)) AS SET FORTH IN THE DOCUMENT:
RECORDED: JULY 14, 2006 AS INSTRUMENT NO. 2006-0498374, OF
OFFICIAL RECORDS
* * * * * * * * * * END OF REPORT * * * * * * * *
Page 10
-II
ORDER NO. 7004411-23
***** NOTES *****
SPECIAL NOTE:
NOTICE OF CHANGE IN OWNERSHIP RECORDING PROCEDURE
EFFECTIVE JULY 1, 1985, PURSUANT TO A NEW STATE LAW (SECTION 480.3 OF THE
REVENUE AND TAXATION CODE), ALL DEEDS AND OTHER DOCUMENTS THAT REFLECT
A CHANGE IN OWNERSHIP, MUST BE ACCOMPANIED BY A PRELIMINARY CHANGE OF
OWNERSHIP REPORT, TO BE COMPLETED BY THE TRANSFEREE.
IF THIS SPECIAL REPORT IS NOT PRESENTED AT THE TIME OF RECORDING, AN
ADDmONAL RECORDING FEE OF $20.00, AS REQUIRED BY LAW, WILL BE CHARGED.
PRELIMINARY CHANGE IN OWNERSHIP FORMS, INSTRUCTIONS ON HOW TO
COMPLETE THEM, AND A NON-EXCLUSIVE LIST OF DOCUMENTS THAT ARE AFFECTED
BY THIS CHANGE, ARE AVAILABLE FROM THE COUN1Y RECORDER'S OFFICE OR THE
OFFICE OF THE COUN1Y ASSESSOR.
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 SUBESCROW ACCOUNTS. THE MANDATORY
HOLD PERIOD FOR CASHIER'S CHECKS, CERTIFIED CHECKS AND TELLER'S CHECKS IS
ONE BUSINESS DAY AFTER THE DAY DEPOSITED. OTHER CHECKS REQUIRE A HOLD
PERIOD FROM TWO TO SEVEN BUSINESS DAYS AFTER THE DATE OF DEPOSITED.
TO FACILITATE THE ELECTRONIC TRANSFER OF FUNDS TO NORTH AMERICAN TITLE
COMPANY THE FOLLOWING IS PROVIDED FOR YOUR USE:
THE WIRING INSTRUCTIONS FOR
COMERICA BANK ARE AS FOLLOWS:
Comerica Bank
411 West Lafayette
Detroit, Michigan
ACCOUNT #1891528299 ABA #121137522
OUR NO.: 7004411-23
Page 11
-ORDER NO. 7004411-23
NOTE NO. 1. CONTINUED
BE SURE TO REFERENCE OUR ORDER NUMBER AND mLE OFFICER NAME.
SHOULD THIS OFFICE BE REQUIRED TO WIRE FUNDS OUT AT CLOSE OF ESCROW,
PLEASE BE INFORMED THAT WIRING INSTRUCTIONS SHOULD BE RECEIVED AS SOON
AS POSSIBLE, BUT NO LATER THAN THE FOLLOWING TIMES.
WIRES OUTSIDE THE STATE OF CALIFORNIA:
11:00 A.M. ON DATE OF WIRE
WIRES WITHIN THE STATE OF CALIFORNIA:
12:00 P.M. ON DATE OF WIRE
EFFECTIVE JANUARY 1, 1991
A SERVICE CHARGE OF $25.00 WILL BE ASSESSED FOR ALL FUNDS DISBURSED BY
THIS COMPANY BY WIRE.
NOTE NO. 2.
PAYOFF REQUIREMENT
IF ANY OF THE DEEDS OF TRUST SHOWN IN THIS PRELIMINARY REPORT SECURES A
REVOLVING CREDIT LOAN, THIS COMPANY WILL REQUIRE PRIOR TO CLOSING THAT:
1. THE BORROWER PROVIDE AUTHORIZATION TO THE LENDER TO FREEZE THE
LOAN FROM FURTHER DISBURSEMENTS AND THAT WE BE PROVIDED WITH
PROOF THAT THE ACCOUNT HAS BEEN FROZEN AND THE EFFECTIVE DATE OF
THE FREEZE.
2. ALL UNUSED CHECKS, VOIDED CHECKS AND/OR CREDIT CARDS BE
SUBMITTED TO THIS COMPANY.
3. THERE ARE NO OUTSTANDING CHECKS UNPAID.
4. SHOULD THE COMPANY BE UNABLE TO ASCERTAIN THAT ONE OR MORE OF
THE ABOVE HAVE NOT BEEN COMPLIED WITH, WE WILL WITHHOLD FROM THE
PROCEEDS THE MAXIMUM AMOUNT OF THE LOAN OBLIGATION UNTIL SUCH
TIME AS WE MAY VERIFY THAT THE PAYOFF WAS SUFFICIENT TO OBTAIN A
FULL RECONVEYANCE.
Page 12
-ORDER NO. 7004411-23
Privacy Policy Notice
(as of July 1, 2001)
We at the North American Title family of companies take your privacy very seriously. We do not share
your private information with anyone except as necessary to complete your real property, title insurance
and escrow transaction.
OUR PRIVACY POLICIES AND PRACTICES
1. Information we collect and sources from which we collect it: We collect nonpublic personal
information from you from the following sources:
* Information we receive from you on applications or other forms.
* Information about your transactions with us, our affiliates or others.
* Information from non-affiliated third parties relating to your transaction.
"Nonpublic personal information" is nonpublic information about you that we obtain in connection with
providing a product or service to you.
2. What information we disclose and to whom we disclose it: We do not disclose any nonpublic personal
information about you to either our affiliates or non-affiliates without your express consent, except as
permitted or required by law. We may disclose the nonpublic personal information we collect, as
described above, to persons or companies that perform services on our behalf regarding your transaction.
"Our affiliates" are companies with which we share common ownership and which offer real property,
title insurance, or escrow services.
3. Our security procedures: We restrict access to your nonpublic personal information and only allow
disclosures to persons and companies as permitted or required by law to assist in providing products or
services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic
personal information.
4. Your right to access your personal information: You have the right to review your personal information
that we record about you. If you wish to review that information, please contact your local North
American Title office and give us a reasonable time to make that information available to you. If you
believe any information is incorrect, notify us, and if we agree, we will correct it. If we disagree, we will
advise you in writing why we disagree.
5. Customer acknowledgement: Your receipt of a copy of the preliminary report, commitment, your
policy of insurance, or escrow documents, accompanied by this Notice will constitute your
acknowledgement of receipt of this Privacy Policy Notice.
North American Title may also share your information with an insurance institution, credit reporting
agency, insurance regulatory authority, law enforcement, other governmental authority, actuary, or
other research organization for purposes of detecting or preventing fraud, crimes, or
misrepresentations in connection with an insurance or real estate transaction, resolving claims or
service disputes, investigating suspected illegal or unlawful activities, or for conducting actuarial or
research studies.
Page 13
-ORDER NO. 7004411-23
Privacy Policy Notice
(as of July 1, 2001)
We at the North American Title family of companies take your privacy very seriously. We do not share
your private information with anyone except as necessary to complete your real property, title insurance
and escrow transaction.
OUR PRIVACY POLICIES AND PRACTICES
1. Information we collect and sources from which we collect it: We collect nonpublic personal
information from you from the following sources:
* Information we receive from you on applications or other forms. * Information about your transactions with us, our affiliates or others. * Information from non-affiliated third parties relating to your transaction.
"Nonpublic personal information" is nonpublic information about you that we obtain in connection with
providing a product or service to you.
2. What information we disclose and to whom we disclose it: We do not disclose any nonpublic personal
information about you to either our affiliates or non-affiliates without your express consent, except as
permitted or required by law. We may disclose the nonpublic personal information we collect, as
described above, to persons or companies that perform services on our behalf regarding your transaction.
"Our affiliates" are companies with which we share common ownership and which offer real property,
title insurance, or escrow services.
3. Our security procedures: We restrict access to your nonpublic personal information and only allow
disclosures to persons and companies as permitted or required by law to assist in providing products or
services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic
personal information.
4. Your right to access your personal information: You have the right to review your personal information
that we record about you. If you wish to review that information, please contact your local North
American Title office and give us a reasonable time to make that information available to you. If you
believe any information is incorrect, notify us, and if we agree, we will correct it. If we disagree, we will
advise you in writing why we disagree.
5. Customer acknowledgement: Your receipt of a copy of the preliminary report, commitment, your
policy of insurance, or escrow documents, accompanied by this Notice will constitute your
acknowledgement of receipt of this Privacy Policy Notice.
North American Title may also share your information with an insurance institution, credit reporting
agency, insurance regulatory authority, law enforcement, other governmental authority, actuary, or
other research organization for purposes of detecting or preventing fraud, crimes, or
misrepresentations in connection with an insurance or real estate transaction, resolving claims or
service disputes, investigating suspected illegal or unlawful activities, or for conducting actuarial or
research studies.
Page 1
--Exhibit A
List Of Printed Exceptions And Exclusions (By Polley Type)
1. California Land Title Association Standard Coverage Pollcy-1990
Exclusions From Coverage
The following matters are expressly excluded from the coverage of this policy and the Company will not pay loss or damage, cost, attorney's fees or expenses which arise by reason of:
1. (a) Any law, ordinance or governmental regulation (including but not limited to building or zoning laws, ordinances, or regulations) restricting, regulating, prohibiting or relating to (i)
the occupancy, use, or enjoyment of the land; (ii) the character, dimensions or locations of nay improvement now or hereafter erected on the land; (iii) a separation in ownership
or a change in the dimensions or area of the land 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 thereof or a notice of a defect, lien or encumbrance resulting from violation or
alleged violation affecting the land has been recorded in the public records at Date of Policy.
2.
3.
4.
5.
6.
(b) Any governmental police power not excluded by (a) above, except to the extent that a notice of the exercise thereof or a notice of a defect, lien or encumbrance resulting from a
violation or alleged violation affecting the land has been recorded in the public records at Date of Policy.
(a)
(b)
(c)
(d)
(e)
Right of eminent domain unless notice of the exercise thereof has been recorded in the public records at Date of Policy, but not excluding from coverage any taking which has
occurred prior to Date of Policy which would be binding on the rights of a purchaser for value without knowledge.
Defects, liens, encumbrances, adverse claims, or other matters:
whether or not recorded in the public records at Date of Policy, but created, suffered, assumed or agreed to by the insured claimant.
not known to the Company, not recorded in the public records at Date of Policy, but known to the Insured 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.
resulting in no loss or damage to the insured claimant;
attaching or created subsequent to Date of Policy; or
resulting in the loss or damage which would not have been sustained if the Insured claimant had paid value for the insured mortgage or for the estate or interest insured by this
policy.
Unenforceability of the lien of the insured mortgage because of the inability or failure of the insured at Date of Policy, or the inability of any subsequent owner of the
indebtedness, to comply with the applicable doing business laws of the state in which that land is situated.
Invalidity or unenforceability of the lien of the insured mortgage, or claim thereof, which 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.
Any claim, which arises out of the transaction vesting in the insured the estate or interest insured by their policy or the transaction creating the interest of the insured lender, by
reason of the operation of federal bankruptcy, state insolvency or similar creditors' rights laws.
EXCEPTIONS FROM COVERAGE • Schedule B Part 1
This Policy does not insure against loss or damage (and the Company will not pay costs, attorneys' fees or expenses] which arise by reason of:
1. Taxes or assessments which 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.
Proceeding by a public agency which may result in taxes or assessment or notices of such proceedings, whether or not shown by the records of such agency or by 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 procession thereof.
3. Easements, liens or encumbrances, or claims thereof, 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 survey would disclose, and which are not shown by the public
records.
5. (a) Unpatented mining claims; (b) reservations or expectations In patents or in Acts authorizing the issuance thereof; (c) water rights, claims or title to water, whether or not the
matters expected under (a), (b), or (c) are shown by the public records.
2. AMERICAN LAND TITLE ASSOCIATION OWNER'S POLICY FORM -1970
SCHEDULE OF EXCLUSIONS FROM COVERAGE
1. Any law, ordinance or governmental regulation (including but not limited to building and zoning ordinances) restricting or regulating or prohibiting the occupancy, use or
enjoyment of the land, or regulating the character, dimensions or location of any improvement now or hereafter erected on the land, or prohibiting a separation in ownership or a
reduction in the dimensions of area of the land, or the effect of any violation of any such law, ordinance or governmental regulation.
2. Rights of eminent domain or governmental rights of police power unless notice of the exercise of such rights appears In the public records at Date of Policy.
3. Defects, liens encumbrances, adverse claims, or other matters (a) created, suffered, assumed or agreed to by the insured claimant; (b) not known to the Company and not
shown by the public records but known to the insured claimant either at Date of Policy or at the date such claimant acquired an estate or interest insured by this policy and
disclosed in writing by the insured claimant to the Company prior to the date such insured claimant became an insured hereunder; (c) resulting in no loss or damage to the
insured claimant; (d) attaching or created subsequent to Date of Policy; or (e) resulting in loss or damage which would not have been sustained If the insured claimant had paid
value for the estate or interest insured by this policy.
3. AMERICAN LAND TITLE ASSOCIATION OWNERS POLICY FORM B-1970
WITH REGIONAL EXCEPTIONS
When the American Land Title Association policy is used as a Standard Coverage Policy and not as an Extended Coverage Policy the exclusions set forth In paragraph 2 above are used
and the following expectations to coverage appear in the policy.
SCHEDULES
This policy does not insure against loss or damage by reason of the matters shown in parts one and two following:
Part One:
1. Taxes or assessments which 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.
2. Any facts, right, interests, or claims which are not shown by the public records but which could be ascertained by an inspection of said land or by making inquiry of persons in
possessions thereof.
3. Easements, claims of easement or encumbrances 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 survey would disclose, and which are not shown by public record.
5. Unpatented mining claims: reservations or exceptions in patents or In Acts authorizing the Issuance thereof; water rights, claims or title water.
6. Any lien, or right to a lien, for services labor or material heretofore or hereafter furnished, imposed by law and not shown by the public record.
4. AMERICAN LAND TITLE ASSOCIATION LOAN POLICY-1970
WITH A.LT.A. ENDORSEMENT FORM 1 COVERAGE
EXCLUSIONS FROM COVERAGE
1. Any law, ordinance or governmental regulation (including but not limited to building and zoning ordinances) restricting or regulating or prohibiting the occupancy, use or
enjoyment of the land, or regulating the character, dimensions or location of any improvement now or hereafter erected on the land, or prohibiting a separation in ownership or a
reduction in the dimensions or area of the land, or the effect of any violation of any such law ordinance or governmental regulation.
•2.
3.
4.
-• Rights of eminent domain or governmental rights of police power unless notice of the exercise of such rights appears In the public records at Date of Policy.
Defects, liens, encumbrances, adverse claims, or other matters (a) created, suffered, assumed or agreed to by the insured clamant, (b) not known to the Company and not
shown by the public records but known to the insured claimant either at Date of Policy or at the date such claimant acquired an estate or interest insured by this policy or
acquired the insured mortgage and not disclosed in writing by the insured claimant to the Company prior to the date such insured claimant became an insured hereunder; (c)
resulting in no loss of damage to the insured claimant; (d) attaching or created subsequent to Date of Policy ( except to the extent insurance is afforded herein as to any statutory
lien for labor or material or to the extent insurance is afforded herein as to assessments for street improvements under construction or completed at Date of Policy).
Unenforceable of the lien of the insured mortgage because of failure of the insured at Date of Policy or of any subsequent owner of the indebtedness to comply with applicable "
doing business• laws of the state which the land is situated.
5. AMERICAN LAND TITLE ASSOCIATION LOAN POLICY -1970 WITH REGIONAL EXCEPTIONS
When the American Land title Association Lenders Policy is used as a Standard Coverage Policy and not as an Extended Coverage Policy, the exclusions set forth in paragraph 4 above
are used and the following exceptions to coverage appear in the policy.
SCHEDULE B
This policy does not insure against loss or damage by reason of the matters shown in parts one and two following:
Part One:
1. Taxes or assessments which 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.
2. Any facts, rights, interests, or claims which are not shown by the public records but which could be ascertained by an inspection of said land or by making inquiry of persons in
possession thereof.
3. Easements, claims of easement or encumbrances 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 survey would disclose, and which are not shown by public record.
5. Unpatented mining claims; reservations or expectations in patents or in Acts authorizing the issuance thereof; water right, claims or title to water.
6. Any lien, or right to a lien, for services labor or material therefore or hereafter furnished, imposed by law and not shown by the public records.
1. (a)
(b)
2.
3.
4.
5.
6.
7.
(a)
(b)
(c)
(d)
(e)
(i)
(ii)
(iii)
6. AMERICAN LAND TITLE ASSOCIATION LOAN POLICY -1992
WITH A.L.T.A. ENDORSEMENT FORM 1 COVERAGE
EXCLUSIONS FROM COVERAGE
Any law, ordinance or governmental regulation (including but not limited to building and zoning laws, ordinances, or regulations) restricting, regulating, prohibiting or relating to (i)
the occupancy, use, or enjoyment of the land; (ii) the character, dimensions or location of any improvement now or hereafter erected on the land, (iii) a separation in ownership or
a change In the dimensions or area of the land 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 thereof or a notice of a defect, lien or encumbrance resulting form violation or
alleged violation affecting the land has been recorded In the public records at Date of Policy.
Any governmental police power not excluded by (a) above except to the extent that a notice of the exercise thereof or a notice of a defect, lien or encumbrance resulting from a
violation of alleged violation affecting the land has been recorded in the public records at Date of Policy.
Rights of eminent domain unless notice of the exercise thereof has been recorded in the pubic records at Date of Polley, but not excluding from coverage any taking which has
occurred prior to Date of Policy which would be binding on the rights of a purchaser for value without knowledge.
Defects, liens, encumbrances, adverse claims or other matters;
created, suffered, assumed or agreed to by the insured claimant;
not known to the Company, not recorded in the public records at Date of Policy, but known to the insured claimant and not discloses in writing to the Company by the insured
claimant prior to the date the insured claimant became an insured under this policy.
Resulting in no loss or damage to the insured claimant;
Attaching or created subsequent to Date of Policy (except to the extent that this policy insures the priority of the lien of the insured mortgage over any statutory lien for services,
labor or material or the extent insurance is afforded herein as to assessments for street improvements under construction or completed as date of policy); or
Resulting in loss or damage which would not have been sustained if the insured claimant had paid value for the insured mortgage.
Unenforceable of the lien of the Insured mortgage because of the inability or failure of the insured at Date of Policy, or the inability or failure of any subsequent owner of the
indebtedness, to comply with applicable doing business laws of the state in which the land is situated.
Invalidity or unenforceability of the lien of the insured mortgage, or claim thereof, which 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.
Any Statutory lien for services, labor or materials (or the claim of priority of any statutory lien for services, labor or materials over the lien of the insured mortgage) arising from an
improvement or work related to the land which is contracted for and commenced subsequent to Date of Policy and is not financed in whole or in part by proceeds of the
indebtedness secured by the insured mortgage which at Date of Policy the insured has advanced or Is obligated to advance.
Any claim, which arises out of the transaction creating the interest of the mortgage insured by this policy, by reason of the operation of the federal bankruptcy, state insolvency, or
similar creditors' rights laws, that is based on:
The transaction creating the interest of the insured mortgagee being deemed a fraudulent conveyance or fraudulent transfer; or
The subordination of the interest of the Insured mortgagee as a result of the application of the doctrine of equitable subordination; or
The transaction creating the interest of the insured mortgagee being deemed a preferential transfer except where the preferential transfer results from the failure;
(a) to timely record the instrument of transfer; or
(b) of such recordation to impact notice to a purchaser for value or a judgment or lien creditor.
7. AMERICAN LAND TITLE ASSOCIATION LOAN POLICY -1992 WITH REGIONAL EXCEPTIONS
When the American Land Title Association policy is used as a Standard Coverage Policy and not as an Extended Coverage Policy the exclusions set forth in paragraph 6 above are used
and the following exceptions to coverage appear In the policy.
SCHEDULE B
This policy does not insure against loss or damage (and the Company will not pay costs, attorneys' fees or expenses) which arise by reason of:
1. Taxes or assessments which 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.
2. Any facts, right, interest, or claims which are not shown by the public records but which could be ascertained by an inspection of said land or by making inquiry of possession
thereof.
3. Easement, claims of easement or encumbrances 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 survey would disclose, and which are not shown by public records.
5. Unpatented mining claims; reservations or exception in patents or In Acts authorizing the issuance thereof; water rights, claims or title to water.
6. Any lien, or right to a lien, for services, labor or material theretofore or hereafter furnished, imposed by law and not shown by the public records.
8. AMERICAN LAND TITLE ASSOCIATION OWNER'S POLICY -1992 EXCLUSIONS FROM COVERAGE
The following matter are expressly excluded from the coverage of this policy and the Company will not pay loss or damage, cost, attorney's fees or expenses which arise by reason of:
1. (a) Any law, ordinance or governmental regulation (including but not limited to building and zoning laws, ordinances, or regulations) restricting, regulating, prohibiting or relating to (i)
the occupancy, use, or enjoyment of the land; (ii) the character, dimensions or location of any improvement now or hereafter erected on the land; (iii) a separation in ownership or
a change in the dimensions or area of the land 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 thereof or a notice of a defect, lien or encumbrance resulting from a violation 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 notice of the exercise thereof or a notice of a defect, lien or encumbrance resulting from a
violation or alleged violation affecting the land has been recorded in the public records at Date of Policy.
2. Rights of eminent domain unless notice of the exercise thereof has been recorded in the public records at Date of Policy, but not excluding from coverage any taking which has
occurred prior to Date of Policy which would
3.
(a)
(b)
-Be binding on the rights of a purchaser for value without knowledge.
Defects, liens, encumbrances, adverse claims or other matters:
Created, suffered assumed or agreed to by the insured claimant;
Not known to the Company, not recorded in the public records at Date of Policy, but known to the Insured 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 loss or damage to the insured claimant;
(d) Attaching or created subsequent to Date of Policy; or
(e) Resulting in loss or damage which would not have been sustained if the insured claimant had paid value for the estate or interest insured by this policy.
4. Any claim, which arises out of the transaction vesting In the Insured the estate or interest insured by this policy, by reason of the operation of federal
bankruptcy, state insolvency, or similar creditors' rights laws. That is based on:
(i) The transaction creating the estate or interest insured by this policy being deemed a fraudulent conveyance or fraudulent transfer; or
(ii) The transaction creating the estate or Interest insured by this policy being deemed a preferential transfer except where the preferential transfer results from the
failure:
(a) To timely record the Instrument of transfer; or
(b) Of such recordation to impart notice to a purchaser for value or judgment or lien creditor.
9. AMERICAN LAND TITLE ASSOCIATION OWNER'S POLICY -1992 WITH REGIONAL EXCEPTIONS
When the American Land Title Association policy is used as a Standard Coverage Policy and not as an Extended Coverage Policy the exclusions set forth in paragraph
8 above are used and the following exceptions to coverage appear in the policy:
SCHEDULE B
This policy does not insure against loss or damage (and the Company will not pay costs, attorney's fees or expenses) which arise by reason of:
Part One:
1. Taxes or assessments which 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.
2. Any facts, rights, Interests, or claims which are not shown by the public records but which could be ascertained by an inspection of said land or by making
Inquiry in possession thereof.
3. Easements, claims of easement or encumbrances 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 survey would disclose, and which are not shown
by public records.
5. Unpatented mining claims; reservations or exceptions in patents or in Acts authorizing the issuance thereof; water rights, claims or title to water.
6. Any lien, or right to a lien, for services, labor or material theretofore or hereafter furnished, imposed by law and not shown by the public records.
10. AMERICAN LAND TITLE ASSOCIATION RESIDENTIAL TITLE INSURANCE POLICY -1987 EXCLUSIONS
In addition to the Exemptions in Schedule B, you are not insured against loss, costs, attorney's fees and expenses resulting from:
1. Governmental policy power, and the existence or violation of any law or government regulation. This includes building and zoning ordinances and also laws
and regulations concerning:
• Land use • Land division • Improvements on the land Environmental protection
This exclusion does not apply to violation or the enforcement of these matters which appear in the public records at Policy Date.
This exclusion does not limit the zoning coverage described items 12 and 13 of Covered TIiie Risks.
2. The right to take the land by condemning It, 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 taking.
3. Title Risks:
That are created, allowed, or agreed to by you. • That are known to you, but not to us, on the Policy Date -unless they appear in the public records
That result In no loss to you • That first affect your title after the Policy Date -this does not limit the labor and material lien coverage in Item 8 of Covered Title Risks
4. Failure to pay value 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 Item 5 of Covered Title Risks.
11. CLTA HOMEOWNER'S POLICY OF TITLE INSURANCE (6/2/98)
ALTA HOMEOWNER'S POLICY OF TITLE INSURANCE (10/17/98) EXCLUSIONS
In addition to the Exceptions in Schedule B, you are not insured against loss, costs attorney's fees and expenses resulting from:
1. Governmental police power, and the existence or violation of any law or government regulation. This includes ordinances, laws and regulations concerning:
(a) Building
(b) Zoning
(c) Land use
(d) Improvements on the land
(e) Land division
(f) Environmental protection
This exclusion does not apply to violations or the enforcement of these matters if notice of the violation or enforcement appears in the Public Records at the
Policy Date.
This Exclusion does not limit the coverage described in Covered Risk 14, 15, 16, 17, or 24.
2. The failure of Your existing structures, or any part of them, to be constructed in accordance with applicable building codes. This Exclusion does not apply to
violations of building codes if notice of the violation appears in the Public Records at the Policy Date.
3. The right to take the Land by condemning it, unless:
(a) A notice of exercising the right appears in the Public Records at the Policy Date; or
(b) The taking happened before the Policy Date and is binding on You if You bought the Land without Knowing of the taking.
4. Risks:
(a) That are created, allowed, or agreed to by You, whether or not they appear in the Public Records;
(b) That are Known to You at the Policy Date, but not to Us, unless they appear in the Public Records at the Policy Date;
(c) That result in no loss to You; or
(d) That first occur after the Policy Date-this does not limit the coverage described in Covered Risk 7, 8.d, 22, 23, 24, or 25.
5. Failure to pay value for Your Title.
6. Lack of a right:
(a) To any Land outside the area specifically described and referred to in paragraph 3 of Schedule A; and
(b) In streets, alleys or waterways that touch the land.
This Exclusion does not limit the coverage described in Covered Risk 11 or 18.
f essi Ranch Village Center -
North-East
South-West
September 7, 2006