HomeMy WebLinkAboutPRE 2020-0005; HEMLOCK COAST HOMES; Preliminary Review (PRE)t, • '
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PROJECT NAME: HEMLOCK COAST HOMES
Assessor's Parcel Number(s): 204-240-40-00 ----------------------------Des c r Ip t Ion of proposal (add attachment If necessary): PROPOSED PROJECT CONSISTS OF THE REMOVAL
ur AN t:AI-> 111'1\:I ->11'1\:ILt: rAMIL r MUIVlt: ANU I Mt: vUN.> I l"tU\., I IUJ'II ur \"+] ->IJ'll\:ILt: iAIVIIL T Ut: I AvMt:lJ
3 STORY, 3 BEDROOM, 2 CAR GARAGE CONDOMINIUM HOMES.
Would you like to orally present your proposal to your assigned staff planner/engineer? Yes □ NoX
D
Please 11st the staff members you have previously spoken to regarding this project. If none, please so state.
NONE
OWNER NAME (Print): EDWARDS FAMILY TRUST APPLICANT NAME (Print): KIRK MOELLER
MAILING ADDRESS: 1414 CHARIOT CT. MAILING ADDRESS: 2888 LOKER AVE E. SUITE 220
CITY, STATE, ZIP: BONSALL, CA 92003 CITY, STATE, ZIP: CARLSBAD, CA 92010
TELEPHONE: TELEPHONE: 760-803-8006
EMAIL ADDRESS: EMAIL ADDRESS: KIRK@KMARCHITECTSINC.COM
*Owner's signature Indicates pennlsslon to conduct a preliminary
review for a development proposal.
I CERTIFY THAT I AM THE LEGAL OWNER AND THAT ALL THE I CERTIFY THAT I AM THE LEGAL REPRESENTATIVE OF THE
ABOVE INFORMATION IS TRUE AND CORRECT TO THE BEST OWNER AND THAT ALL THE ABOVE INFORMATION IS TRUE
QF MY KNOWDtt l J~,t~o ~TO THE BEST OF MY KNOWLEDGE.
~,-~~-• nt~ tiusTu _ 1/27/20
--a:;:;:;, SIGNATURE 7 DAT~ SIGNATURE DATE
APPLICANT'S REPRESENTATIVE (Print): SAME AS APPLICANT
MAILING ADDRESS:
CITY, STATE, ZIP:
TELEPHONE:
EMAIL ADDRESS:
I CERTIFY THAT I AM THE LEGAL REPRESENTATIVE OF THE
APPLICANT AND THAT ALL THE ABOVE INFORMATION IS TRUE AND
~STOF MY KNOWLEDGE.
1/27/20
SIGNATURE = DATE
IN THE PROCESS OF REVIEWING THIS APPLICATION IT MAY BE NECESSARY FOR MEMBERS OF CITY STAFF TO INSPECT
AND NTER THE P.R ERTY THAT IS THE SUBJ CT OF THIS APPLICATION. I/WE CONSENT TO ENTRY FOR THIS PURPOSE.
PROPERTY OWNER SIGNATURE
FEE REQUIRED/DATE FEE PAID: $' 1 J 4-, ~ \ / 3 I / 2....£) ~___.L._----=----='-u----'-'Aa..,=---w------L.~7 _.c:....___ ___ _ RECEIVED BY:
P-14 Page3 of3 Revised 07/17
CITY OF CARLSBAD APPLICATION FORM FOR PRELIMINARY REVIEW APPLICATION
CITY USE ONLY
Project Number: Development Number:
PROJECT NAME: HEMLOCK COAST HOMES
Assessor's Parcel Number(s): 204-240-40-00
Description of proposal (add attachment if necessary): PROPOSED PROJECT CONSISTS OF THE REMOVAL
OF AN EXISTING SINGLE FAMILY HOME AND THE CONSTRUCTION OF (4) SINGLE FAMILY DETACHED
3 STORY, 3 BEDROOM, 2 CAR GARAGE CONDOMINIUM HOMES.
Would you like to orally present your proposal to your assigned staff planner/engineer? Yes □ NoX
□
Please list the staff members you have previously spoken to regarding this project. If none, please so state.
NONE
OWNER NAME (Print): EDWARDS FAMILY TRUST APPLICANT NAME (Print): KIRK MOELLER
MAILING ADDRESS: 1414 CHARIOT CT. MAILING ADDRESS: 2888 LOKER AVE E. SUITE 220
CITY, STATE, ZIP: BONSALL, CA 92003 CITY, STATE, ZIP: CARLSBAD, CA 92010
TELEPHONE: TELEPHONE: 760-803-8006
EMAIL ADDRESS: EMAIL ADDRESS: KIRK@KMARCHITECTSINC.COM
*Owner's signature indicates permission to conduct a preliminary
review for a development proposal.
I CERTIFY THAT I AM THE LEGAL OWNER AND THAT ALL THE I CERTIFY THAT I AM THE LEGAL REPRESENTATIVE OF THE
ABOVE INFORMATION IS TRUE AND CORRECT TO THE BEST OWNER AND THAT ALL THE ABOVE INFORMATION IS TRUE
OF MY KNOWLEDGE. ~TO THE BEST OF MY KNOWLEDGE.
_ 1/27/20 ,,,_,
SIGNATURE DATE SIGNATURE DATE
APPLICANT'S REPRESENTATIVE (Print): SAME AS APPLICANT
MAILING ADDRESS:
CITY, STATE, ZIP:
TELEPHONE:
EMAIL ADDRESS:
I CERTIFY THAT I AM THE LEGAL REPRESENTATIVE OF THE
APPLICANT AND THAT ALL THE ABOVE INFORMATION IS TRUE AND
~EST OF MY KNOWLEDGE.
1/27/20
SIGNATURE -DATE
IN THE PROCESS OF REVIEWING THIS APPLICATION IT MAY BE NECESSARY FOR MEMBERS OF CITY STAFF TO INSPECT
AND ENTER THE PROPERTY THAT IS THE SUBJECT OF THIS APPLICATION. I/WE CONSENT TO ENTRY FOR THIS PURPOSE.
PROPERTY OWNER SIGNATURE
FEE REQUIRED/DATE FEE PAID:
RECEIVED BY:
P-14 Page 3 of 3 Revised 07/17
. . -.
•
•
••
RECORDING REQUESTED BY
AND WHEN RECORDED RETURN TO:
STERLING A. BDWARDS and
MILDRED A. EDWARDS
320 Hemlock Avenue
Carlsbad. CA 92008
MAIL TAX STATEMENTS TO:
STERLING A. EDWARDS and ft ft_
MILDRED A. SOWARDS "' t g (ti~
320 Hemlock Avenue J.
Carlsbad, CA 92008
JAN 1 s. 2005 2:42 PM
OFFICIAL RECORDS
SAN DIEGO COUNTY RECOAOER'S OFFICE
GREGORY J. SMITH. COUNTY RECOFIOER
FEES: 7.00
OC: OC
PAGES: 1
IIIIIIIBJIIH~omnmllfflDIIIIIDIIIIBI __ _,,/ ou1Tal1M-DICJCD---2006-0034892
THISCONVEYANCETRANSFERSTHEORANTORS'.INTBRESTINTOTHBIRRBVOCABLELMNO TRUST. .
THEUNDERSIONEDGRANTORSDECLAREDOCUMENTARYTAXisS0,andFORNOVALUABLB
CONSIDERATION. STERLING A. BOW ARDS and MILDRED A. EDWARDS. hereby remise, release
and forever QUlTCLAJM their share of the described real property to Sterling A. Edwards and Mildred A •.
Edwards, Co-Trvstees of nm EDWARDS FAMILY TRUST dated DEC~2 0 2D04 • as
commmdty property for the benefit of STERLING A. EDWARDS and_.}GLDRED A. BDWARDS, the
foJlo~f described real property in the County of ,:Se« Z'J"'f• , State of
~rlhq_' :
[ ] See Attachment for Legal Description OR
"lkK-dlNAJtd, ttt2=1Jltf,,Sw/4_,l,,/'I ,o:r.A,J../4tAio IJl«/cll,;l4(;,9fla, lie, 2,;.
~~~~,.__. ~!':-tu~~ ! ~7~J'!i_
Parcel Number. lllJI. ~'Ii!!! This Quitclaim Deed Signed On: DEC ·I O ZQQ4 ~~-ft~ ~ 7UJ 1Mc.if ~.Iv
MILDRED A. EDWARDS"
CERTIFICATE o, ACKNOWLEDGMENT OF NOTARY PUBLIC
State of California ) •
County of San Diego )
On DFC· 2 0 ZODA • before me. __ • _awus __ A._AMBROSrA ___ N01i_'lftt __ _
(hlMlt 11111111 llld tltla aflbe officer)
personally appeared STERLING A.EDWARDS and MILDRED A. EDWARDS, personalty lalown to me
(or proved to me on the basis or satisfactory evidence) to be the persons whose names are subscribed to the
within instniment and acknowledged to me that they executed the same in their authorif.ed capacities, and
that by their signatures 011 the jnstrmnent the persons, or the entity upon behalf' of which the persons acted.
executed the instrument.
w~J#;••· ~l
N gnature •
11,16 farlnllnffll -thJl•d 6v £crmLgq/ Smfrp (BOO) 181-8181
3 Jolnl llcal Eslale
C
RECORDING REQUESTED BY:
MAIL TAX STATEMENTS AND
WHEN RECORDED MAIL TO:
CDG 320 Hemlock LLC
2906 Corte Celeste
Carlsbad, CA 92009
Title No.: 8011407-DK
Escrow No.: 06-190549-VC
APN: 204-240-40-00
0
SPACE ABOVE THIS LINE IS FOR RECORDER'S USE
GRANT DEED
THE UNDERSIGNED GRANTOR(S) DECLARE(S): DOCljMENTARY TRANSFER TAX IS $1,787.50
_/_ C Computed on full value of property conveyed, or
__ Computed on full value lesl}Aiens and encumbrances remaining at time of le.
__ Unincorporated area _✓_ City of Carlsbad
For valuable consideration, receipt of which is hereby acknowledged, Diana L. St. Germain, Successor
Trustee of The Edwards Family Trust dated December 20, 2004
hereby GRANT($) to COG 320 Hemlock LLC, a California Limited Liability Company
the real property situated in the County of San Diego, State of California, more particularly described as
follows:
THE NORTHEASTERLY 78 1/2 FEET OF THE SOUTHEASTERLY 105 FEE, AS FULL DESCRIBED IN
EXHIBIT "A" ATTACHED HERETO AND MADE A PART HEREOF
Dated: December 19, 2019
The Edwards Family Trust dated December 20, 2004
ByQ l ~ J. &f:. ~
Diana L. St. Germain, Successor Trustee
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 accura or validit of that document.
---:-7":"t-:----:~-:-:--:-:~~ who proved to me on the basis of satisfactory evidence to be the person(s) whose
nami · are subscribed to the within instrument and acknowledged to me that he~hey executed the same in
his/ e t eir authorized capacity(ies), and that by hi~ir signature(s) on the Instrument the person{s), or the entity
upon ehalf of which the person{s) acted, executed t'lieir,strument.
I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and
correct. 1············f VICKIE R. CRESTANI
: .,. Notary Public -Cilifornia z i ~ . · San Diego County !
. • Comrnisslon # 2292746 (SEAL) y Comm. Expires Jun 13, 2023
MAIL TAX STATEMENTS AS DIRECTED ABOVE
•
Exhibit A
Address: 320 Hemlock Avenue, Carlsbad, CA 92008
APN: 204-240-40-00
Property 1:
THE NORTHEASTERLY 78 1/2 FEET OF THE SOUTHEASTERLY 105 FEET OF LOT TWO, BLOCK "R" OF
PALISADES NO. 2, IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA,
ACCORDING TO MAP THEREOF NO. 1803, FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAN
DIEGO COUNTY, AUGUST 25, 1924.
C
Recording Requested By
Corinthian Title Company, Inc.
When Recorded Mail to
And Mail Tax Statements To
1414 Charot Court
Bonsall, CA 92003
Escrow Number: 06-190549-VC
0
APN: 204-240-40-00 SPACE ABOVE IS RESERVED FOR RECORDER'S USE
Property: 320 Hemlock A venue, Carlsbad, CA 92008
AFFIDAVIT OF DEATH OF TRUSTEE
STATE OF CALIFORNIA
COUNTY OF SAN DIEGO
}
} S.S.
Diana L. St. Germain, oflegal age, being first duly sworn, deposes and says:
1. That Sterling Allen Edwards, the decedent mentioned in the attached certified copy of Certificate of Death,
is the same person as Sterling A. Edwards named as Trustee in that certain Declaration of Trust dated December 20,
2004 and executed by Sterling A. Edwards and Mildred A. Edwards as Trustor(s).
2. At the time of the decedent's death, decedent was the record owners, as Trustee, of that certain real property
commonly known as 320 Hemlock A venue, Carlsbad, CA 92008, which property is described in that certain Deed
dated December 20 20 _jM and executed by Steei;in,g A. Edwards and Mi 1 d red A Edwards
to Sterling A. Edwards and Mildred A. Edwards, Co-Trustee of The Edwards Family Trust dated December 20, 2004,
which Deed was recorded on January 13 ,20.Q.2_ as Instrument Number
2005-0034892 in Book n/a on Page n/a of the Official Records of San Diego County, State
of California.
3. The said property is described as follows:
SEE EXHIBIT "A" ATTACHED HERETO AND MADE A PART HEREOF
4. I am the named Successor Trustee under the above-referenced Declaration of Trust, which was in effect at
the time of the death of the Decedent mentioned above in Paragraph 1, and which has not yet been revoked, and I
hereby consent to act as such.
5. There are no federal estate taxes due as the result of death of the decedent mentioned above in Paragraph l.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Witness my hand and official seal this 19th day of December, 2019.
QI_~ £. St. (JD,1 ,---... -
Diana L. St. Germain
Affidavit of Death ofTrustee
Escrow No.: 06-190549-VC Page I of3
EXHIBIT "A"
PROPERTY DESCRIPTION
THE NORTHEASTERLY 78 1/2 FEET OF THE SOUTHEASTERLY 105 FEET OF LOT TWO, BLOCK "R" OF
PALISADES NO. 2, IN IBE CITY OF CARLSBAD, COUNFY OF SAN DIEGO, STATE OF CALIFORNIA,
ACCORDING TO MAP THEREOF NO. 1803, FILED IN THE OFFICE OF THE COUNTY RECORDER OF
SAN DIEGO COUNTY, AUGUST 25, 1924.
Affidavit of Death of Trustee
Escrow No.: 06-190549-VC Page 3 of3
C 0
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 validi of that document.
STATE OF CALIFORNIA
COUNTY OF SAN DIEGO
S.W,s~ and sworn tp (or af:§cined) !)t:fore me tllislt'.f l:r-day~~~ 't , by
~A,.f\oL,. L, ~ ~ CV'a,L..f\, proved to me on the basis of satisfactory evidence to be the
person(s) who appeared before me.
L~1--(SEAL)
Affidavit of Death of Trustee
Escrow No.: 06-190549-VC
H VICKIE R, CRESTAN/
-o~ry Public · California
an Diego County
M
'
Commission# 2292746 Y omm £ · . xpires Jun 13, 2023
Page2of3
li!I CORINTHIA
TITLE COMPANY
2 Venture Plaza, Suite 280
Irvine, CA 92618 • (949) 546-0552
California Department of Insurance License No. 5128-4
as Agent for North American Title Insurance Company
CORINTHIAN TITLE
5375 AVENIDA ENCINAS, SUITE E
CARLSBAD, CA 92008
ATTN: VICKIE CRESTANI
YOUR REF:
PROPERTY:
92008
06-200082-VC
320 HEMLOCK AVENUE, CARLSBAD, CA
UPDATED PRELIMINARY REPORT
A
ORDER NO.: 8011407-DK
In response to the above referenced application for a Policy of Title Insurance, Corinthian Title Company,
Inc. 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 referenced to
as an Exception on Schedule B or not excluded from coverage pursuant to the printed Schedules, Conditions,
and Stipulations of said Policy forms.
The printed Exceptions and Exclusions from the coverage and Limitations on covered Risks of said policy or
policies are set forth in Exhibit A 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 CL TA and ALTA Homeowner's Policies of Title Insurance which
establish a Deductible Amount and a Maximum Dollar Limits of Liability for certain coverages are also set
forth in Exhibit A. Copies of the policy forms 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 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 condition of
title and may not list all liens, defects, and encumbrances affecting title to the land
This report (and any supplements or amendments thereto) 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 January 22, 2020 at 7:30am
Title Officer:
Title Officer Phone:
Title Officer Fax:
Title Officer Email:
ORDER NUMBER:
Dru Kaplan
949-546-0552
949-861-9316
Dru. Kap lan@cori nthiantitle. com
8011407-DK
Corinthian Title Company, Inc.
BY ~ )} _ _fl_
----I/_~ -Authorized Signatory
Cori~thian Title Company, Inc.
ORDER NO.: 8011407-DK
UPDATED PRELIMINARY REPORT
A
The form of Policy of Title Insurance contemplated by this report is:
• . PRELIMINARY REPORT
]Y'OUR REFERENCE: 06-200082-VC
AL TA Homeowner's Policy of Title Insurance for a One-to-Four Family Residence (12/02/13)
ALTA Extended Loan Policy (6-17-06)
UPDATED 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:
STERLING A. EDWARDS AND MILDRED A. EDWARDS, CO-TRUSTEES OF THE EDWARDS FAMILY TRUST
DATED DEC 20, 2004, AS COMMUNITY PROPERTY FOR THE BENEFIT OF STERLING A. EDWARDS AND
MILDRED A. EDWARDS
2
.
Corinthian Title Company, Inc.
ORDER NO.: 8011407-DK
EXHIBIT A
LEGAL DESCRIPTION
#' PRELIMINARY REPORT
, )YOUR REFERENCE: 06-200082-VC
The land referred to herein below is situated in the County of SAN DIEGO, State of CALIFORNIA, and is
described as follows:
THE NORTHEASTERLY 78 1 /2 FEET OF THE SOUTHEASTERLY 105 FEET OF LOT TWO, BLOCK "R" OF PALISADES
NO. 2, IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, ACCORDING TO MAP THEREOF
NO. 1803, FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO COUNTY, AUGUST 25, 1924.
Assessor's Parcel Number: 204-240-40-00
3
.
Corinthian Title Company, Inc.
ORDER NO.: 8011407-DK
SCHEDULE B
... . PRELIMINARY REPORT
, )vouR REFERENCE: 06-200082-VC
At the date hereof, exceptions to coverage in addition to the printed exceptions and exclusions contained in
said policy or policies would be as follows:
Taxes:
A. General and Special City and/or County taxes, including any personal property taxes and any
assessments collected with taxes, for the fiscal year 2019-2020:
1st Installment:
2nd Installment:
Land:
Improvements:
Exemption:
Code Area:
Assessment No.:
$401.54 PAID
$401.54 PAID
$31,661.00
$39,882.00
$7,000.00 HOMEOWNERS
09000
204-240-40-00
B. IF TAXES ARE POSTED PAID WITHIN 30 DAYS OF CLOSING, UNLESS PAID BY IMPOUND, PROOF OF CLEARED
FUNDS WILL BE REQUIRED OR THE TAX AMOUNT PLUS ANY PENALTIES WILL BE HELD FOR 30 DAYS PAST
THE POSTED DATE.
C. 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.
Exceptions:
1. This transaction may be subject to the current FinCEN geographic Targeting Order issued by the
Director of FinCEN pursuant to 31 U.S.C. section 5326(a); 31 C.F.R. section 1010.3760; and Treasury
Order 180-01. The policy issuing agent must be provided with certain information prior to closing
pursuant to the GTO. This transaction will not be insured, and this issuing agent and/or its underwriter
will not be involved in the closing and settlement until this information is reviwed by the issuing agent
and submitted to FinCEN via the BSA E-Filing through the FinCEN e-file platform.
2. Water rights, claims or title to water in or under said land, whether or not shown by the public
records.
3. THE RECITAL CONTAINED IN THE OWNER'S CERTIFICATE ON THE MAP OF SAID TRACT, WHICH AGREES TO
ALLOW THE CROSS-ARMS OF POLES OR OTHER SIMILAR STRUCTURES PLACED ALONG THE RIGHT OF WAY
OR CERTAIN HIGHWAYS ON SAID MAP TO OVERHANG THE ABUTTING PROPERTY.
4. The matters contained in an instrument entitled HOLD HARMLESS AGREEMENT DRAINAGE, dated
04/23/1991, by and between STERLING A. EDWARDS AND MILDRED A. EDWARDS AND THE CITY OF
CARLSBAD upon the terms therein provided recorded May 14, 1991 AS INSTRUMENT NO. 1991-0225120
OF OFFICIAL RECORDS.
Reference is made to said document for full particulars.
5. We find no open Deeds of Trust or Mortgage of record. Please verify with the property owner
whether or not we have overlooked something and advise the Title Department, prior to Closing.
Corinthian Title will require the attached "Affidavit of No Mortgage or Deed of Trust" to be
completed by property owners and submitted to Title prior to the closing of this Transaction.
4
.
Corinthian Title Company, Inc. , PRELIMINARY REPORT
)YOUR REFERENCE: 06-200082-VC ORDER NO.: 8011407-DK
SCHEDULE B
(CONTINUED)
6. If Title is to be insured in the trustee(s) of a trust (or if their act is to be insured), this Company will
require a copy of the current Trust Certificate only.
NOTE: If one or more of the trustees have changed due to incapacitation or death then an additional
requirement of a FULL COPY of the trust, along with any amendments to the trust, be provided for
review prior to the close of Escrow.
Name of Trust: THE EDWARDS FAMILY TRUST DATED DEC 20, 2004
7. We will require a Statement of Information from the parties named below in order to complete this
report, based on the effect of documents, proceedings, liens, decrees, or other matter which do not
specifically describe said land, but which, if any do exist, may affect the title or impose liens or
encumbrances thereon.
Parties: STERLING A. EDWARDS AND MILDRED A. EDWARDS
(Note: The Statement of Information is necessary to complete the search and examination of title
under this order. Any title search includes matters that are indexed by name only, and having a
completed Statement of Information assists the Company in the elimination of certain matters which
appear to involve the parties but in fact another party with the same or similar name. Be assured that
the Statement of Information is essential and will be kept strictly confidential to this file).
FAILURE TO PROVIDE THE STATEMENT(S) OF INFORMATION IN A TIMELY MANNER MAY DELAY THE
CLOSING OF THIS TRANSACTION.
8. We will require a Statement of Information from the parties named below in order to complete this
report, based on the effect of documents, proceedings, liens, decrees, or other matter which do not
specifically describe said land, but which, if any do exist, may affect the title or impose liens or
encumbrances thereon.
Parties: BUYERS
(Note: The Statement of Information is necessary to complete the search and examination of title
under this order. Any title search includes matters that are indexed by name only, and having a
completed Statement of Information assists the Company in the elimination of certain matters which
appear to involve the parties but in fact another party with the same or similar name. Be assured that
the Statement of Information is essential and will be kept strictly confidential to this file).
FAILURE TO PROVIDE THE STATEMENT(S) OF INFORMATION IN A TIMELY MANNER MAY DELAY THE
CLOSING OF THIS TRANSACTION.
END OF EXCEPTIONS
Typist Initials: LT
5
' Corinthian Title Company, Inc. .. , PRELIMINARY REPORT
.) YOUR REFERENCE: 06-200082-VC ORDER NO.: 8011407-DK
NOTES AND REQUIREMENTS
1. If the contemplated Insured (Buyer) to be named in Schedule A of the policy is not a natural
person, an "ALTA Homeowner's Policy of Title Insurance" will NOT be available for issuance and a
"Cl TA Standard Coverage Policy" may be issued. A natural person is a human being, not a
commercial or legal organization or entity. Natural person includes a trustee of a trust, even if the
trustee is not a human being. Contact the Corinthian Title Company title officer named on this
Preliminary Title Report with any questions.
2. None of the items in this report will cause the Company to decline to attach CLTA Endorsement Form
100 to an ALTA Loan Policy, when issued.
3. The Company is not aware of any matters which would cause it to decline to attach CLTA Endorsement
Form 116 indicating that there is located on said land a SINGLE FAMILY RESIDENCE known as 320
HEMLOCK AVENUE, CARLSBAD, CALIFORNIA to an extended coverage policy.
4. There are NO conveyances affecting said land, recorded with the County Recorder within 24 months
of the date of this report.
5. NOTE: The policy of title insurance will include an arbitration provision. The Company or the insured
may demand arbitration. Arbitrable matters may include, but are not limited to, any controversy or
claim between the Company and the insured arising out of or relating to this policy, any service of the
Company in connection with its issuance or the breach of a policy provision or other obligation. Please
ask your escrow or title officer for a sample copy of the policy to be issued if you wish to review the
arbitration provisions and any other provisions pertaining to your Title Insurance coverage.
6. NOTE: Amended Civil Code Section 2941, which becomes effective on January 1, 2002, sets the fee for
the processing and recordation of the reconveyance of each Deed of Trust being paid off through this
transaction at $45.00. The reconveyance fee must be clearly set forth in the Beneficiary's Payoff
Demand Statement ("Demand"). In addition, an assignment or authorized release of that fee, from the
Beneficiary to the Trustee of record, must be included. An example of the required language is as
follows:
"The Beneficiary identified above hereby assigns, releases or transfers to the Trustee of record, the
sum of $45.00, included herein as 'Reconveyance Fees·, for the processing and recordation of the
Reconveyance of the Deed of Trust securing the indebtedness covered hereby, and the escrow company
or title company processing this pay-off is authorized to deduct the Reconveyance Fee from this
Demand and forward said fee to the Trustee of record or the successor Trustee under the Trust Deed to
be paid off in full."
In the event that the reconveyance fee and the assignment, release or transfer thereof are not
included within the demand statement, then Corinthian Title Company, Inc. may decline to process the
reconveyance and will be forced to return all documentation directly to the Beneficiary for compliance
with the requirements of the revised statute.
7. If a county recorder, title insurance company, escrow company, real estate broker, real estate agent
or association provides a copy of a declaration, governing document or deed to any person, California
law requires that the document provided shall include a statement regarding any unlawful restrictions.
Said statement is to be in at least 14-point bold face type and may be stamped on the first page of any
document provided or included as a cover page attached to the requested document. Should a party to
this transaction request a copy of any document reported herein that fits this category, the statement
is to be included in the manner described.
END OF NOTES AND REQUIREMENTS
6
.
Corinthian Title Company, Inc.
ORDER NO.: 8011407-DK
NOTES AND REQUIREMENTS
(CONTINUED)
7
'\ PRELIMINARY REPORT
/ YOUR REFERENCE: 06-200082-VC
Corinthian Title Company, Inc.
ORDER NO.: 8011407-DK
-
Corinthian Title Company, Inc.
Privacy Policy Notice
PURPOSE OF THIS NOTICE
,. "'°' PRELIMINARY REPORT
"' YOUR REFERENCE: 06-200082-VC
Title V of the Gramm-Leach-Bliley Act (GLBA) generally prohibits any financial institution, directly or through
its affiliates, from sharing nonpublic personal information about you with nonaffiliated third parties unless the
institution provides you with a notice of its privacy policies and practices, such as the type of information that
it collects about you and categories of persons or entities to whom it may be disclosed. In compliance with the
GLBA, we are providing you with this document, which notifies you of the privacy policies and practices of
Corinthian Title Company, Inc ..
We may collect nonpublic personal information about you from the following sources:
• Information we receive from you, such as on applications or other forms.
• Information about your transactions we secure from our files, or from our affiliates or others.
• Information we receive from a consumer reporting agency.
• Information that we receive from others involved in your transaction, such as the real estate agent or
lender.
Unless it is specifically stated otherwise in an amended Privacy Policy Notice, no additional nonpublic personal
information will be collected about you.
We may disclose any of the above information that we collect about our customers or former customers to our
affiliates or to nonaffiliated third parties permitted by law.
We also may disclose this information about our customers or former customers to the following types of
nonaffiliated companies that perform marketing services on our behalf or with whom we have joint marketing
agreements:
• Financial service providers such as companies engaged in banking, consumer finance, securities and
insurance.
• Non-financial companies such as envelope stuffers and other fulfillment service providers.
WE DO NOT DISCLOSE ANY NONPUBLIC PERSONAL INFORMATION ABOUT YOU WITH ANYONE FOR ANY PURPOSE
THAT IS NOT SPECIFICALLY PERMITTED BY LAW.
We restrict access to nonpublic personal information about you to those employees who need to know that
information in order to provide products or services to you. We maintain physical, electronic, and procedural
safeguards that comply with federal regulations to guard your nonpublic personal information.
Notice of Available Discounts
North American Title Insurance Company is pleased to inform you that upon proper qualification, there are
premium discounts available upon the purchase of title insurance covering improved property with a one-to-
four family dwelling.
• Such discounts apply to and include:
• Property located within an area proclaimed a state or federal disaster area;
• Property purchased from a foreclosing beneficiary or successful bidder at a foreclosure sale;
• Property being refinanced.
Please talk to your escrow or title officer to determine your qualification for any of these discounts.
Privacy Notice and Notice of Available Discounts
EXHIBl,t"'°" LIST OF PRINTED EXCEPTIONS AND EXC~IONS
\,. .
CLTA HOMEOWNER'S POLICY OF TITLE INSURANCE (12-02-13)
ALTA HOMEOWNER'S POLICY OF TITLE INSURANCE (12-02-13)
EXCLUSIONS
In addition to the Exceptions in Schedule B, You are not insured against loss, costs, attorneys' fees, and expenses resulting from:
1. Governmental police power, and the existence or violation of those portions of any law or government regulation concerning:
a. building;
b. zoning;
c. land use;
d. improvements on the Land;
e. land division; and
f. environmental protection.
This Exclusion does not limit the coverage described in Covered Risk 8.a., 14, 15, 16, 18, 19, 20, 23 or 27.
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 limit the coverage described in Covered Risk 14 or 15.
3. The right to take the Land by condemning it. This Exclusion does not limit the coverage described in Covered Risk 17.
4. Risks:
a. that are created, allowed, or agreed to by You, whether or not they are recorded in the Public Records;
b. that are Known to You at the Policy Date, but not to Us, unless they are recorded 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.e., 25, 26, 27 or 28.
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 21.
7. The transfer of the Title to You is invalid as a preferential transfer or as a fraudulent transfer or conveyance under federa I
bankruptcy, state insolvency, or similar creditors' rights laws.
8. Contamination, explosion, fire, flooding, vibration, fracturing, earthquake or subsidence.
9. Negligence by a person or an Entity exercising a right to extract or develop minerals, water, or any other substances.
LIMITATIONS ON COVERED RISKS
Your insurance for the following Covered Risks is limited on the Owner's Coverage Statement as follows:
• For Covered Risk 16, 18, 19 and 21, Your Deductible Amount and Our Maximum Dollar Limit of Liability shown in Schedule A.
Covered Risk 16:
Covered Risk 18:
Covered Risk 19:
Covered Risk 21:
Your Deductible Amount
1% of Policy Amount Shown in Schedule A
or $2,500 (whichever is less)
1% of Policy Amount Shown in Schedule A
or $5,000 (whichever is less)
1% of Policy Amount Shown in Schedule A
or $5,000 (whichever is less)
1% of Policy Amount Shown in Schedule A
or $2,500 (whichever is less)
Our Maximum Dollar Limit of Liability
$10,000.00
$25,000.00
$25,000.00
$5,000.00
List of Printed Exceptions and Exclusions
EXHIBl"Tf'""' LIST OF PRINTED EXCEPTIONS AND EXC~IONS . ~
COVERED RISKS
The Covered Risks are:
1. Someone else owns an interest in Your Title.
2. Someone else has rights affecting Your Title because of leases, contracts, or options.
3. Someone else claims to have rights affecting Your Title because of forgery or impersonation.
4. Someone else has an Easement on the Land.
5. Someone else has a right to limit Your use of the Land.
6. Your Title is defective. Some of these defects are:
a. Someone else's failure to have authorized a transfer or conveyance of your Title.
b. Someone else's failure to create a valid document by electronic means.
c. A document upon which Your Title is based is invalid because it was not properly signed, sealed, acknowledged, delivered
or recorded.
d. A document upon which Your Title is based was signed using a falsified, expired or otherwise invalid power of attorney.
e. A document upon which Your Title is based was not properly filed, recorded, or indexed in the Public Records.
f. A defective judicial or administrative proceeding.
7. Any of Covered Risks 1 through 6 occurring after the Policy Date.
8. Someone else has a lien on Your Title, including a:
a. lien of real estate taxes or assessments imposed on Your Title by a governmental authority that are due or payable, but
unpaid;
b. Mortgage;
c. judgment, state or federal tax lien;
d. charge by a homeowner's or condominium association; or
e. lien, occurring before or after the Policy Date, for labor and material furnished before the Policy Date.
9. Someone else has an encumbrance on Your Title.
10. Someone else claims to have rights affecting Your Title because of fraud, duress, incompetency or incapacity.
11. You do not have actual vehicular and pedestrian access to and from the Land, based upon a legal right.
12. You are forced to correct or remove an existing violation of any covenant, condition or restriction affecting the Land, even if the
covenant, condition or restriction is excepted in Schedule B. However, You are not covered for any violation that relates to:
a. any obligation to perform maintenance or repair on the Land; or
b. environmental protection of any kind, including hazardous or toxic conditions or substances
unless there is a notice recorded in the Public Records, describing any part of the Land, claiming a violation exists. Our liability
for this Covered Risk is limited to the extent of the violation stated in that notice.
13. Your Title is lost or taken because of a violation of any covenant, condition or restriction, which occurred before You acquired
Your Title, even if the covenant, condition or restriction is excepted in Schedule B.
14. The violation or enforcement of those portions of any law or government regulation concerning:
a. building;
b. zoning;
c. land use;
d. improvements on the Land;
e. land division; or
f. environmental protection,
if there is a notice recorded in the Public Records, describing any part of the Land, claiming a violation exists or declaring the
intention to enforce the law or regulation. Our liability for this Covered Risk is limited to the extent of the violation or
enforcement stated in that notice.
15. An enforcement action based on the exercise of a governmental police power not covered by Covered Risk 14 if there is a notice
recorded in the Public Records, describing any part of the Land, of the enforcement action or intention to bring an enforcement
action. Our liability for this Covered Risk is limited to the extent of the enforcement action stated in that notice.
List of Printed Exceptions and Exclusions
EXHIBITr LIST OF PRINTED EXCEPTIONS AND EXC~IONS
16. Because of an existing violation of a subdivision law or regulation affecting the Land:
a. You are unable to obtain a building permit;
b. You are required to correct or remove the violation; or
c. someone else has a legal right to, and does, refuse to perform a contract to purchase the Land, lease it or make a Mortgage
loan on it.
The amount of Your insurance for this Covered Risk is subject to Your Deductible Amount and Our Maximum Dollar Limit of
Liability shown in Schedule A
17. You lose Your Title to any part of the Land because of the right to take the Land by condemning it, if:
a. there is a notice of the exercise of the right recorded in the Public Records and the notice describes any part of the Land; or
b. the taking happened before the Policy Date and is binding on You if You bought the Land without Knowing of the taking.
18. You are forced to remove or remedy Your existing structures, or any part of them -other than boundary walls or fences -
because any portion was built without obtaining a building permit from the proper government office. The amount of Your
insurance for this Covered Risk is subject to Your Deductible Amount and Our Maximum Dollar Limit of Liability shown in
Schedule A.
19. You are forced to remove or remedy Your existing structures, or any part of them, because they violate an existing zoning law or
zoning regulation. If You are required to remedy any portion of Your existing structures, the amount of Your insurance for this
Covered Risk is subject to Your Deductible Amount and Our Maximum Dollar Limit of Liability shown in Schedule A.
20. You cannot use the Land because use as a single-family residence violates an existing zoning law or zoning regulation.
21. You are forced to remove Your existing structures because they encroach onto Your neighbor's land. If the encroaching
structures are boundary walls or fences, the amount of Your insurance for this Covered Risk is subject to Your Deductible
Amount and Our Maximum Dollar Limit of Liability shown in Schedule A.
22. Someone else has a legal right to, and does, refuse to perform a contract to purchase the Land, lease it or make a Mortgage loan
on it because Your neighbor's existing structures encroach onto the Land.
23. You are forced to remove Your existing structures which encroach onto an Easement or over a building set-back line, even if the
Easement or building set-back line is excepted in Schedule B.
24. Your existing structures are damaged because of the exercise of a right to maintain or use any Easement affecting the Land,
even if the Easement is excepted in Schedule B.
25. Your existing improvements (or a replacement or modification made to them after the Policy Date), including lawns, shrubbery
or trees, are damaged because of the future exercise of a right to use the surface of the Land for the extraction or development
of minerals, water or any other substance, even if those rights are excepted or reserved from the description of the Land or
excepted in Schedule B.
26. Someone else tries to enforce a discriminatory covenant, condition or restriction that they claim affects Your Title which is
based upon race, color, religion, sex, handicap, familial status, or national origin.
27. A taxing authority assesses supplemental real estate taxes not previously assessed against the Land for any period before the
Policy Date because of construction or a change of ownership or use that occurred before the Policy Date.
28. Your neighbor builds any structures after the Policy Date -other than boundary walls or fences -which encroach onto the Land.
29. Your Title is unmarketable, which allows someone else to refuse to perform a contract to purchase the Land, lease it or make a
Mortgage loan on it.
30. Someone else owns an interest in Your Title because a court order invalidates a prior transfer of the title under federal
bankruptcy, state insolvency, or similar creditors' rights laws.
31. The residence with the address shown in Schedule A is not located on the Land at the Policy Date.
32. The map, if any, attached to this Policy does not show the correct location of the Land according to the Public Records.
OUR DUTY TO DEFEND AGAINST LEGAL ACTIONS
We will defend Your Title in any legal action only as to that part of the action which is based on a Covered Risk and which is not
excepted or excluded from coverage in this Policy. We will pay the costs, attorneys' fees, and expenses We incur in that defense.
We will not pay for any part of the legal action which is not based on a Covered Risk or which is excepted or excluded from coverage
in this Policy.
We can end Our duty to defend Your Title under Section 4 of the Conditions.
List of Printed Exceptions and Exclusions
EXHIBl"f,_ LIST OF PRINTED EXCEPTIONS AND EX"'"'"'!SIONS ...
2006 ALTA LOAN POLICY (06-17-06)
EXCLUSIONS FROM COVERAGE
The following matters are expressly excluded from the coverage of this policy, and the Company will not pay loss or
damage, costs, attorneys' fees, or expenses that arise by reason of:
1. (a) Any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) restricting,
regulating, prohibiting, or relating to
(i) the occupancy, use, or enjoyment of the Land;
(ii) the character, dimensions, or location of any improvement erected on the Land;
(iii) the subdivision of land; or
(iv) environmental protection;
or the effect of any violation of these laws, ordinances, or governmental regulations. This Exclusion 1 (a) does not
modify or limit the coverage provided under Covered Risk 5.
(b) Any governmental police power. This Exclusion 1 (b) does not modify or limit the coverage provided under Covered
Risk 6.
2. Rights of eminent domain. This Exclusion does not modify or limit the coverage provided under Covered Risk 7 or 8.
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, 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 (however, this does not modify or limit the coverage provided
under Covered Risk 11, 13, or 14); or
(e) resulting in loss or damage that would not have been sustained if the Insured Claimant had paid value for the
Insured Mortgage.
4. Unenforceability of the lien of the Insured Mortgage because of the inability or failure of an Insured to comply with
applicable doing-business laws of the state where the Land is situated.
5. 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 protection or truth-in-lending law.
6. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights laws, that the
transaction creating the lien of the Insured Mortgage, is
(a) a fraudulent conveyance or fraudulent transfer, or
(b) a preferential transfer for any reason not stated in Covered Risk 13(b) of this policy.
7. 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 Insured Mortgage in the Public Records. This Exclusion does
not modify or limit the coverage provided under Covered Risk 11 (b ).
List of Printed Exceptions and Exclusions
EXHIBIT "A"
LEGAL DESCRIPTION
The land referred to herein is situated in the State of CALIFORNIA, County of SAN DIEGO, and described as
follows:
THE NORTHEASTERLY 78 1 /2 FEET OF THE SOUTHEASTERLY 105 FEET OF LOT TWO, BLOCK "R" OF PALISADES
NO. 2, IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, ACCORDING TO MAP THEREOF
NO. 1803, FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO COUNTY, AUGUST 25, 1924.
Assessor's Parcel Number: 204-240-40-00
fli CORINTHIAN
-TITLE COMPANY !TATEMENT OF l~FORMATION
CONFIDENTIAL INFORMATION STATEMENT TO BE USED IN CONNECTION WITH ORDER NO. _______ _
COMPLETION OF THIS FORM WILL EXPEDITE YOUR ORDER AND WILL HELP PROTECT YOU
THE STREET ADDRESS of the property in this transaction is: (If none, leave this section blank)
ADDRESS: CITY:
IMPROVEMENTS: □ SINGLE RESIDENCE □ MULTIPLE RESIDENCE □ COMMERCIAL
OCCUPIED BY: □ OWNER □ LESSEE □ TENANTS
ANY PORTION OF NEW LOAN FUNDS TO BE USED FOR CONSTRUCTION? DYES □ NO
NAME SPOUSE'S NAME
FIRST MIDDLE LAST FIRST MIDDLE LAST
BIRTHPLACE BIRTH DATE BIRTHPLACE BIRTH DATE
I HAVE LIVED IN CALIFORNIA SINCE SOCIAL SECURITY NUMBER I HAVE LIVED IN CALIFORNIA SINCE SOCIAL SECURITY NUMBER
DRIVER'S LICENSE NO. DRIVER'S LICENSE NO.
MAIDEN NAME (if applicable) MAIDEN NAME (if applicable)
WE WERE MARRIED ON AT
RESIDENCE(S) FOR LAST 10 YEARS
NUMBER AND STREET CITY FROM TO
NUMBER AND STREET CITY FROM TO
NUMBER AND STREET CITY FROM TO
NUMBER AND STREET CITY FROM TO
OCCUPATION(S) FOR LAST 10 YEARS
HUSBAND
PRESENT OCCUPATION FIRM NAME &ADDRESS NO.OF YEARS
PRIOR OCCUPATION FIRM NAME &ADDRESS NO.OF YEARS
PRIOR OCCUPATION FIRM NAME &ADDRESS NO.OF YEARS
WIFE
PRESENT OCCUPATION FIRM NAME &ADDRESS NO.OF YEARS
PRIOR OCCUPATION FIRM NAME &ADDRESS NO.OF YEARS
PRIOR OCCUPATION FIRM NAME &ADDRESS NO.OF YEARS
FORMER MARRIAGES: IF NO FORMER MARRIAGES, WRITE "NONE"
NAME OF FORMER SPOUSE
IF DECEASED: DATE WHERE
CURRENT LOAN(S) ON PROPERTY
PAYMENTS ARE BEING MADE TO: 2.
1. 3.
HOMEOWNERS ASSOCIATION PHONE( )
Date: _________ Signature: ________________________________ _
Home Phone: ______________ Business Phone: _______________ _
li!I CORINTHIAN
TITLE COMPANY
2 Venturrllaza, Suite 280
Irvine, CA 92618
Title Officer: Dru Kaplan
Phone: 949-546-0552
Email: Dru.Kaplan@corinthiantitle.com
AFFIDAVIT OF NO MORTGAGE OR DEED OF TRUST
TITLE ORDER NO.: 8011407-DK
PROPERTY ADDRESS: 320 HEMLOCK AVENUE, CARLSBAD CA 92008
THIS AFFIDAVIT, WHEN COMPLETED, IS TO BE SIGNED AND NOTARIZED BEFORE RETURNING. BE SURE TO
COMPLETE ALL THE REQUESTED INFORMATION TO ENABLE THIS COMPANY TO PROPERLY PROCESS THE
PENDING TRANSACTION.
each for Himself and/or Herself, declare:
a. that to my/our personal knowledge there are NO encumbrances in the form of a Mortgage or Deed of Trust
against the property in this transaction;
b. that this declaration is made for the protection of all parties to this transaction and particularly for the benefit
of Corinthian Title Company, Inc., Agent, which is about to cause to be insured the Title to said property
in reliance thereon, and any other title company which may hereafter insure the Title to said property; and
c. that I/we will testify, declare, depose, or certify before any competent tribunal, officer, or person, in any case
now pending or which may hereafter be instituted, to the truth of the particular facts hereinabove set forth.
SELLER/OWNER 1 SELLER/OWNER 2
A notary public or other officer completing this certificate verifies only the identity of the individual(s) who signed
the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that
document.
State of California
County of _____________ _
On ________ before me, ______________________ _
(Date) (Here Insert Name and Title of the Officer)
personally appeared ____________________________ _
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 on behalf of
which the person(s) acted, executed the instrument.
I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing paragraph is
true and correct.
WITNESS my hand and official seal.
Signature ________________ _
~
"""' TRUST CERTIFICATION PURSUANT TO CALIFORNIA PROBATE CODE SECTION 18100.5
I (We),
(Name of Trustee{s)
Trustees of the
(Name of Trust)
(hereinafter referred to as ''The Trust"), confirm the following facts:
1. The Trust is currently in existence and was created on
( date of creation of trust)
2. The Settlor(s) of The Trust are as follows:
3. The currently acting Trustee(s) of The Trust is (are):
4. The power of the trustee(s) includes
a. The power to sell, convey and exchange: □ Yes □ No
b. The power to borrow money and encumber the trust property with a deed of trust or mortgage:
□ Yes □ No
5. The Trust is: (select one) □ Revocable □ Irrevocable
And the following party(ies), if any, is/are identified as having the power to revoke the trust:
6. The Trust □ does □ does not have multiple trustees. If the trust has multiple
trustees, the signatures of all the trustees or of any _______ of the trustees is
required to exercise the powers of the trust.
7. The Trust identification number is: ------------------------(Social Security or Employee Identification Number)
8. Title to assets of The Trust shall be taken in the following fashion:
The undersigned trustee(s) hereby declare(s) that the trust has not been revoked, modified or amended
in any manner which would cause the representations contained herein to be incorrect. This certification
is being signed by all of the currently acting trustees and is being executed in conformity with the
provisions of California Probate Code Section 18100.5, Chapter 530, Statutes of 1993.
Dated:
(This form must be acknowledged)
California All-Purpose Acknowledgement Civil Code§ 1189
A notary public or other officer completing this certificate verifies only the identity of the individual who
signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of
that document.
State of California
County of _____________ _
On _______ before me, _________________________ _
(Date) (Here Insert Name and Title of the Officer)
personally appeared ______________________________ _
(Name(s) of Signer(s)
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
on behalf of which the person(s) acted, executed the instrument.
I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing paragraph is
true and correct.
WITNESS my hand and official seal.
Signature _____________ _
(Seal)
•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
OPTIONAL INFORMATION
Description or Title of the Attached Document:
TRUST CERTIFICATION PURSUANT TO CALIFORNIA PROBATE CODE SECTION 18100.5
Number of Pages: ___ Document Date:
Capacity Claimed by Signer(s): TRUSTEE(S)
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