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CDP 2021-0025; SWAN RESIDENCE; Coastal Development Permit (CDP)
, ( City of Carlsbad LAND USE REVIEW APPLICATION P-1 Development Services Planning Division 1635 Faraday Avenue (760) 602-4610 www.car1sbadca.gov APPLICATIONS APPi.JED FOR: (CHECK BOXES) Development Permits Ii] Coastal Development Permit D Minor □ Conditional Use Permit D Minor D ExlellSion D Day Care (Large) D Environmental Impact Assessment □ Habitat Management Permit □ Minor D Hillside Development Permit D Minor D Nonconforming Construction Permit D Planned Development Permit D Minor D Residential D Non-Residential D Planning Commission Determination D 1Qeas1r1able Accomlllodation D Site Development Plan D Minor □ Special Use Permit 0 Tentative Pan:el Map .....,..Subdivision) D Tentative Tract Map (Major Subdivision) Ii] Variance Iii Minor (FOR DEPT. USE ONLY) L.eg/§lative P,nnits c.0"2,oi-\-otn-5 VZ,01). ... rQ:>l D General Plan Amendment □ Local Coastal Program Amendment D Master Plan 0 Specific Plan □ Zone Change □Amendment □Amendment D Zone Code Amendment South Carlsbad Coastal Review ARNI Pennils D Review Permit D Administrative D Minor D Major Villacp Radew A,aa Pennils D Review Permit D Administrative D Minor D Major (FOR DEPT. USE ONLY) NOTE: APROPOSEDPRO.ECTRFQl~APPIJCATiml.-TTAL...sTBEWI IB)S'f APl'CanENr. PI.EASECONTACTDEAPPCal-..TSPECIALIST AT(lllll IIZ-ZJD lOSCIEIJU..E AN Al'PCMIM:NT. "SA_, DAY APPOIN11IENTS ARE NOT AVAILABLE ASSESSOR PARCEL NO(S): 203-141-08 ---------------------------------L OC AT 10 N OF PROJECT: 2668 Ocean St. Carlsbad CA 92008 NAME OF PROJECT: BRIEF DESCRIPTION OF PROJECT: PROJECT VALUE (SITE IMPROVEMENTS) FOR CITY USE ONLY (STREET ADDRESS) Swan Residence Demo existing building, conslruclion 2 story residence with mezzanine covered patio and uncovered patio, 2-car garage, roof deck. $975,000 ESTIMATED COMPLETION DATE 12/31/2023 DevelopmentNo. \)R/ 1,o21-0lCO Lead Case No. C-P ~U)A--Gt:52 .> P-1 Page 1 of 6 Revised 10/20 OWNER NAME (PLEASE PRINT) APPLICANT NAME (PLEASE PRINT) INDIVIDUAL NAME INDMDUAL NAME (if applicable): Crista Swan (if applicable): Crista Swan COMPANY NAME COMPANY NAME rrr appkable): [If apf&dble). MAILING ADDRESS: 2668 Ocean St. MAILING ADDRESS: 2668 Ocean St. CITY, STATE, ZIP: Garlsbad, CA 92008 CITY, STATE, ZIP: Garlsbad, CA 92008 TELEPHONE: 760458-0797 TELEPHONE: 760458-0797 EMAIL ADDRESS: mcswans@gmail.oorn EMAIL ADDRESS: mcswans@gmail.oorn I CERTIFY THAT I AM THE LEGAL OWNER AND THAT ALL THE ABOVE I CERTIFY THAT I AM THE LEGAL REPRESENTATIVE OF THE OWNER INFORMATION IS TRUE AND CORRECT TO THE BEST OF MY AND THAT ALL TIE ABOVE INFORMATION IS TRUE AND CORRECT TO KNO\M..EDGE.. I CERTIFY AS LEGAL owtER ~T TIE APPLICANT AS TIE BEST OF IIY KNOWLEDGE.. SET FORTH ~ IS IIY AUTHORIZED REPRESENTATIVE FOR PURPOSES OF THIS APPLICATION . ............ a.a ... -.... ....... a-.-Crista Swan . .,. . 312612021 CrislaSwan ~:.-=-312612021 ~-SIGNAlURE DATE SIGNAlURE DATE APPLICANTS REPRESENTATIVE (Print): Allan Teta MAILING ADDRESS: 300 Carlsbad Village Dr. Ste. 108A #336 CITY, STATE, ZIP: Car1sbad, CA 92009 TELEPHONE: 760-268-9090 EMAIL ADDRESS: anan@trearch.com I CERTIFY THAT I AM THE REPRESENTATIVE OF THE APPLICANT FOR PURPOSES OF THIS APPLICATION AND ~T AU. TtE ABOVE INFORMATION IS TRlE AIII:> CORRECT TO TIE BEST OF IIY KNOWLEDGE. Allan Teta llfglllllJ..,,.ibJ-T• 4126/2021 .-C211ZUN.21115GB!il.a.nxr SIGNATURE DATE IN TI-IE PROCESS OF REVIEWING TI-IIS APPLICATION IT MAY BE NECESSARY FOR MEMBERS OF CITY STAFF, Pl.ANNING COMMISSIONERS OR CITY COUNCIL MEMBERS TO INSPECT AND ENTER THE PROPERTY THAT IS THE SUBJECT OF THIS APPLICATION. I/WE CONSENT TO ENTRY FOR THIS PURPOSE. NOTICE OF RESTRICTION: PROPERTY OWNER ACKNOWLEDGES AND CONSENTS TO A NOTICE OF RESTRICTION BEING RECORDED ON THE 1IT1.E 10 HIS PROPER I Y 11~ CONDITIONED FOR TI-IE APPLICANT. NOTICE OF RESTRICTIONS RUN WITH TI-IE LAND AND BIND ANY SUCCESSORS IN INTEREST. Crista Swan PROPERTY OWNER SIGNATURE FOR CITY USE ONLY P-1 Page2of6 JUL 2 9 2021 c1-,·y O :ARLSBAD DA TE ftAMR 1):{j:,pQo'A.!NtbSI Bl:¢ EIVED RECEIVED BY: Revised 1QQO DISCLOSURE STATEMENT P-1 {A) Planning Division 1635 Faraday Avenue (760) 602-4610 www.carlsbadca.gov 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 foHowing information MUST be disclosed at the time of application submittal. Your project cannot be reviewed until this information is completed. Please print. Note: Person is defined as "Any individual, firm, co-partnership, joint venture, association, social club, fraternal organization, corporation, estate, trust, receiver, syndicate, in this and any other county, city and county, city municipality, district or other political subdivision or any other group or combination acting as a unit." Agents may sign this document; however, the legal name and entity of the applicant and property owner must be provided below. 1. APPLICANT (Not the applicant's agent) Provide the COMPLETE, LEGAL names and addresses of ALL persons having a financial interest in the application. If the applicant includes a corporation or partnership. include lhe names, titles, addresses of all individuals owning more than 10% of the shares. fF NO INDIVIDUALS OWN MORE THAN 10% OF THE SHARES, PLEASE INDICATE NON-APPUCABLE (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 Crista Swan, Chris Swan Corp/Part ____________ _ Title Owner Title ---------------Address 2668 Ocean St. Carlsbad, 92008 Address ____________ _ 2. OWNER (Not the owner's agent) P-1(A) Provide the COMPLETE, LEGAL names and addresses of ALL persons having any ownership interest in the property involved. Also, provide the nature of the legal ownership (i.e., partnership, tenants in common, non-profit. corporation, etc.). If the ownership includes a corporation or partnership, include the names, titles, addresses of all individuals owning more than 10% of the shares. IF NO INDIVIDUALS OWN MORE THAN 10% OF THE SHARES, PLEASE INDICATE NON-APPLICABLE (NIA) 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 Crista Swan and Chris Swan Title Owners Address 2668 Ocean St. Carlsbad, CA 92008 Corp/Part'-------------- Title ______________ _ Address _____________ _ Page 1 of 2 Rev,sed 07/10 .· 3. NON-PROFIT ORGANIZATION OR TRUST If any person identified pursuant to (1) or (2) above is a nonprofit organization or a trust, list the names and addresses of ANY person serving as an officer or director of the non- profit organization or as trustee or beneficiary of the. Non ProfiVTrust________ Non Profit/Trust _________ _ Title Title -------------------------- Address __________ _ Address ____________ _ 4. Have you had more than $500 worth of business transacted with any member of City staff, Boards, Commissions, Committees and/or Council within the past twelve (12) months? □ Yes rx l No If yes, please indicate person(s): ___________ _ NOTE: Attach additional sheets if necessary. Signature of applicanVdate Crista Swan and Chris Swan Crista Swan and Chris Swan Print or type name of owner Print or type name of applicant Allan F. T eta 12/20/21 Signature of owner/applicant's agent if applicable/date Allan Teta -TRE Architecture Print or type name of owner/applicant's agent P-1(AJ rage 2 of 2 RECEI\IED JAN 11 2022 CITY Oi= CAkLS8AD ?'....ANN!NG Dl\/1S!0\1 Revised 07/10 (__ City of Carlsbad PROJECT DESCRIPTION P-1{8) PROJECT NAME: Swan Residence APPLICANT NAME: Crista Swan Development Services Planning Division 1635 Faraday Avenue (760) 602-4610 www.carlsbadca.gov 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: See attached document P-1(8) Page 1 of 1 Revised 07 /10 Swan Residence Coastal Development Permit Description and Justification January 7, 2022 RECEIVED JAN 11 2022 CITY OF CAHLSBAD ~LANNING DiVISIO'.\, This application is for the Coastal Development Permit and Minor Variance for the proposed Development. The subject property consists of 3748 sf (APN 203-141-08) The site currently maintains a single family residence which will be demolished as part of this development. The subject site is located within Beach Overlay zone. The proposed project will consist of a 2 story residence, with a 2-car garage, 2nd story patio and roof top deck, and a 1-story attached ADU. A minor variance is needed at the front setback for the building and the deck. No records deeming the existing structure as a "protected unit" could be found. The site plan and physical design of the project as proposed is consistent with the purposes of the Redevelopment Plan and conforms to the General Plan of the City. Architecture The proposed architecture is inspired by contemporary styling. West facing glass walls and curved roof forms lead the styling. Masonry Veneer adds a touch of texture. Large westerly facing decks provide a wonderful indoor/outdoor interaction, while giving a nice layering effect of the structure. Elevations are further articulated by height differentiated elements that provide and visual interest. The architecture breaks down the masses with stepping back upper floors, and amenities such as decks and recesses. In the surrounding area, there are other 1-2 4story structures as depicted on the photo study. With the broken-down masses and articulated elevations, the height of the building is not imposing and is appropriate within its context. Landscape The landscape concept will complement the aesthetic of the architecture and be reminiscent of a contemporary beach resort. The plant palette chosen reflects a contemporary flavor while plants will also be suitable for a period of drought and low water use. Parking The proposal will provide 2 garaged parking spaces, with a driveway that accommodates 1 additional off-street visitor space. Swan Residence Description and Justification Page 1 of 2 TRE Architecture January 2022 Coastal Development Permit Findings: The proposed development conforms to the land use development guidelines of the Coastal Zone portion of the Project Area. The proposed demolition of the existing structure is consistent with the policies of the Local Coastal Plan (LCP) and associated development standards. The property's identified R-3 and Beach Overlay is consistent with the General Plan. Minor Variance Findings: A minor variance is necessary for the front setback for the building and cantilevered deck. The building encroaches 5ft into setbacks. The cantilevered deck encroaches 8ft into setbacks with 2 additional feet as an architectural projection. This variance is consistent with many adjacent homes in the area. Due to the sites shallow depth and dedications, this variance is needed to accommodate the residence's design. Conclusion In adherence to the land use development guidelines of the Coastal Zone portion of the Carlsbad Municipal Code, the Swan Residence has been designed to best utilize the existing site. The site now takes full advantage of the views and provides useful outdoor space. The project offers appropriate architectural style that not only provides interest but is also very appropriate for its coastal location. Swan Residence Description and Justification Page 2 of 2 TRE Architecture January 2022 -Cl) m w C (city of Carlsbad HAZARDOUS WASTE AND SUBSTANCES STATEMENT P-1(C) Development Services Planning Division 1635 Faraday Avenue (760) 602-4610 www.carlsbadca.gov Consultation of Lists of Sites Related to Hazardous Wastes (Certification of Compliance with Government Code Section 65962.5) Pursuant to State of califomia Government Code Section 65962.5. I have consulted the Hazardous Waste and Substalices Sites List compiled by the califomia Environmental Protection Agency and hereby certify that {check one): Iii The development project and any alternatives proposed in this application are not contained on the lisls compiled pursuant to Section 65962.5 of the State Govenvnent Code. 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 Name: Crista Swan Address: 2668 Ocean St. Carlsbad. CA 92008 Phone Number: 760-458-0797 Address of Site: 2668 Ocean St PROPERTY OWNER Name: Crista Swan Address: 2668 Ocean St. Carlsbad, CA 92008 Phone Number: 760-458-0797 Local Agency (City and county): Carlsbad, San Diego County Assessor's book, page, and parcel number:_2_0_3-_14_1_-0_8 _____________ _ Specify list(s): Dept of Toxic Substances Control EnviroStor, https://www.envirostor.dtsc.ca.gov Regulatory Identification Number:. ____________________ _ Date of List: 3/24/2021 Crista Swan Applicant Signature/Date .....,..,.....,.01111: .... DN:l>US.E • -~---R-~ .. .._.. ....-an.•21~· __ .,a.._ Crista Swan =:-":=.~:..~,_,_- Property Owner Signature/Date The Hazardous Waste and Substances Sites List (Cortese List) is used by the State, local agencies and developers to oomply with the califomia Environmental Quality Act requirements in providing information about the location of hazardous materials release sites. P-1(C) Page 1 of2 Revised 02/13 c·cicyof Carlsbad EIA INFORMATION FORM P-1(D) INSTRUCTION SHEET FOR COMPLETING AN ENVIRONMENTAL IMPACT ASSESSMENT INFORMATION FORM Development Services Planning Division 1635 Faraday Avenue (760) 602-4610 www.carlsbadca.gov This Environmental Information Form will be used to assist staff in determining what type of environmental documentation (i.e., Environmental Impact Report, Mitigated Negative Declaration, Negative Declaration or Exemption) will be required to be prepared for your application, per the California Environmental Quality Act (CEQA) and Title 19 of Carlsbad's Municipal Code. The clarity and accuracy of the information you provide is critical for purposes of quickly determining the specific environmental effects of your project. Any environmental studies (i.e., biological, cultural resource, traffic, noise) that are necessary to substantiate a "no Impact" or "yes Impact" determination should be submitted as an attachment to this Environmental Information Form. This is especially important when a Negative Declaration is being sought. The more information provided in this form, the easier and quicker it will be for staff to complete the Environmental Impact Assessment Form -Initial Study. P-1(D) Page 1 of 4 Revised 07 /10 ENVIRONMENTAL INFORMATION FORM (To be Completed by Applicant) Date Filed: 01 ( 2.4 ( ZJ> '2_. \ (To be completed by City) Application Number(s): CDf?Z.O'l l -00 2.5 '" 2..o'Z-1 -000 \ , General Information 1. Nameofproject: SWAN RESIDENCE 2. Nameofdeveloperorprojectsponsor: CRISTA AND CHRIS SWAN Address: 2668 OCEAN ST City, State, Zip Code: 92008 ----:-:::-:------------------- Phone Number: 760-458-0797 3. Name of person to be contacted concerning this project: ALLAN TETA-TRE ARCHITECTURE Address: 300 CARLSBAD VILLAGE DR., #108A-336 4. 5. 6. 7. 8. 9. City, State, Zip Code: CARLSBAD, CA 92008 Phone Number: 760-268-9090 Address of Project: 2668 ---:---------------- Assessor's Parcel Number: 203-141-08-00 ----------------- ~ist a~d describe any other related permits and other public approvals required for this project mcludmg those required by city, regional, state and federal agencies: ' CDP, MINOR VARIANCE Existing General Plan Land Use Designation: R-3 --------------- Existing zoning district: R-3 AND BEACH OVERLAY Existing land use(s): SINGLE FAMILY RESIDENCE Proposed use of site (Project for which this form is filed): SINGLE FAMILY RESIDENCE Project Description 10. Site size: 37 48 SF --------------------- 11. Proposed Building square footage: 3181 SF ----------------- 12: Numberoffloorsofconstruction: 2 STORIES PLUS ROOFTOP DECK 13. Amount of off-street parking provided: 3 ---------------- 14. Associated projects: N/A --------------------- P-1(D) Page 2 of 4 Revised 07/10 15. If residential, include the number of units and schedule of unit sizes: 1 UNIT, 3181 SF 16. If commercial, indicate the type, whether neighborhood, city or regionally oriented, square footage of sales area, and loading facilities: _N_tA ____________________ _ 17. If industrial, indicate type, estimated employment per shift, and loading facilities: _N_/_A ___ _ 18. If institutional, indicate the major function, estimated employment per shift, estimated occupancy, loading facilities, and community benefits to be derived from the project: _N_,A _______ _ 19. If the project involves a variance, conditional use or rezoning applications, state this and indicate clearly why the application is required: _M_1N_o_R_vAA_1AN_c_E_N_E_Eo_E_o. _____________ _ SITE SIZE/CONSTRAINTS REQUIRES A MINOR VAA.IANCE FOR THE FRONT Y AAD SETBACK. ADJACENT NEIGHBORS RECEIVED VAAIANCE. P-1(0) Page 3 of-4 Revised 07 /1 o Ara the following items applicable to the project or its effects? Discuss all items checked yes (attach additional sheets as necessary). Yes No 20. Change in existing features of any bays, tidelands, beaches, or hills, or substantial D [Z] alteration of ground contours. 21. Change in scenic views or vistas from existing residential areas or public lands or D [Z] roads. 22. Change in pattern, scale or character of general area of project. D [Z] 23. Significant amounts of solid waste or litter. D [Z] 24. Change in dust, ash, smoke, fumes or odors in vicinity. D [Z] 25. Change in ocean, bay, lake, stream or ground water quality or quantity, or D [Z] alteration of existing drainage patterns. 26. Substantial change in existing noise or vibration levels in the vicinity. D [Z] 27. Site on filled land or on slope of 10 percent or more. D [Z] 28. Use of disposal of potentially hazardous materials, such as toxic substances, D [Z] flammables or explosives. 29. Substantial change in demand for municipal services (police, fire, water, sewage, D [Z] etc.). 30. Substantially increase fossil fuel consumption (electricity, oil, natural gas, etc.). D [Z] 31. Relationship to a larger project or series of projects. D [Z] Environmental Setting Attach sheets that include a rasponse to the following questions: 32. Describe the project site as it exists before the project, including information on topography, soil stability, plants and animals, and any cultural, historical or scenic aspects. Describe any existing structures on the site, and the use of the structures. Attach photographs of the site. Snapshots or Polaroid photos will be accepted. SEE ATTACHED 3-3... Describe the surrounding properties, including infounation on plants and animals and any cultural, historical or scenic aspects. Indicate the type of land use (residential, commercial, etc.), intensity of land use (one-family, apartment houses, shops, department stores, etc.), and scale of development (height, frontage, set-back, rear yard, etc.). Attach photographs of the vicinity. Snapshots or polaroid photos will be accepted. SEE ATTACHED Certification I hereby certify that the statements furnished above and in the attached exhibits present the data and information required for this initial evaluation to the best of my ability, and that the facts, statements, and information presented are true and correct to the best of my knowledge and belief. Date: 6/21 /21 Signature: Allan T eta For: ALLAN TETA P-1(O) Page4 of4 Digitally signed by AHan Teta Date: 2021.06.2113:-49:2-4-07'00' Revised 07/10 Environmental Setting Attach sheets that include a response to the following questions: 32. Describe the project site as it exists before the project, including information on topography, soil stability, plants and animals, and any cultural, historical or scenic aspects. Describe any existing structures on the site, and the use of the structures. Attach photographs of the site. Snapshots or Polaroid photos will be accepted. The existing site is located on a relatively level marine terrace that is contained within the coastal plain region of northern San Diego County. The site is underlain by topsoil, fill and Quaternary marine and non-marine terrace deposits. No known or reported landsliding is known to exist on the site. No known or reported active or potentially active faults exist within the site. Landscaping in the front of the site consist of palm species and few other varieties. There are no farmed animals on the site. There is no known historical value to the site. There is potential for a view to the ocean once the proposed home is completed. The site includes a single story 2 bedroom, 1 bath adobe home that also has a 1 bedroom/1 bath addition in the rear of the home that was built in 1962 by enclosing the breezeway and converting the 1-car garage. These structures are used as a principle residence by the owner and during the Summer the original 2 bedroom/1 bath is rented as a vacation home. 33. Describe the surrounding properties, including information on plants and animals and any cultural, historical or scenic aspects. Indicate the type of land use (residential, commercial, etc.), intensity of land use (one-family, apartment houses, shops, department stores, etc.), and scale of development (height, frontage, set-back, rear yard, etc.). Attach photographs of the vicinity. Snapshots or polaroid photos will be accepted. There are single family homes behind the site, at each side and across the street. Besides some landscaping there are no plants of any significance and there are no farmed animals. The surrounding houses have no historical significance that the owner is aware and are limited to one and two stories. All of the properties within a block radius are either single family or multi-family housing with the exception of a hotel that is located 1 1/2 blocks south of the site, an Army and Navy Academy that is located 2 blocks north of the site, and Magee park that is located 1 block east of the site. West DD Property in photo Ocean St D Subject D Property D Garfield St West ,, D Property in D photo Ocean St D D Subject Property D Garfield St West ~ 9 ~ Property in Property in D photo photo Ocean St D Subject D Property D Garfield St West DD □ D Ocean St Subject Property D Garfield St West Property in photo DD □ D Ocean St u Ject Property/ Property in D Garfield St West D DD □ Property in photo Ocean St Subject Property D Garfield St D West DD □ D Ocean St Subject Property Property in photo Garfield St View looking South on Ocean St. D View looking North on Ocean St. -----------tc--------- (-City of Carlsbad TIME LIMITS ON DISCRETIONARY PROJECTS P-1(E) PLEASE NOTE: Development Services Planning Division 1635 Faraday Avenue (760) 602-4610 www.cartsbadca.gov Time limits on the processing of disaetionary projects established by state law do not start until a project application is deemed complete by the City. The City has 30 calendar days from the date of application submittal to determine whether an application is complete or incomplete. Within 30 days of submittal of this application you will receive a letter stating whether this application is complete or incomplete. If it is incomplete, the letter will state what is needed to make this application complete. When the application is complete, the processing period will start upon the date of the completion letter. If you have any questions regarding application submillal requireme11ls (Le., clarification regarding a specific requirement or whether all requirements are necessary for your particular application) please call (760) 602-4610. ~ _ Applicant Signature: ~~ Staff Signature: d..., ')~_ tla['ZAI .. ZP2A Date: l../2!26/2021 ------------------- To be stapled with receipt to the application P-1(E) Page 1 of 1 Revised 07/10 ' ( Development Semces Planning Division 1635 Faraday Avenue 760-602-4610 www.carlsbadca.gov PURPOSE C CLIMATE ACTION PLAN CONSISTENCY CHECKLIST P-30 (City of Carlsbad In July 2020, the City of Carlsbad adopted an amended Climate Action Plan (CAP) that outlines actions that the city will undertake to achieve its proportional share of state greenhouse gas (GHG) emissions reductions. This checklist contains measures that are required to be implemented on a project-by-project basis to ensure that the specified emissions targets identified in the Climate Action Plan (CAP) are achieved. Implementation of these measures will ensure that new development is consistent with the CAP's assumption for relevant CAP strategies toward achieving the identified greenhouse gas (GHG) reduction targets. In this manner, a project's incremental contribution to a cumulative GHG emissions effect may be determined not to be mmulatively considerable if it complies with the requirements of the CAP, in accordance with CEQA Guidelines Sections 15064(h)(3), 15130(d), and 15183(b). This checklist is intended to assist project applicants in identifying CAP ordinance requirements and demonstrate how their project fulfills those requirements. This checklist is to be completed and included in applications for new development projects that are subject to disaetionary review or require a building permit. APPLICATION SUBMITTAL REQUIREMENTS • The completed checklist must be included in the project submittal package or building permit application. Application submittal procedures can be found on the City of Carlsbad website. This checklist is designed to assist the applicant in identifying the minimum CAP-related requirements specific to their project. However, it may be necessary to supplement the completed checklist with supporting materials, calculations or certifications, to demonstrate full compliance with CAP requirements. For example, projects that propose or require a performance approach to comply with energy-related measures will need to attach to this checklist separate calculations and documentation as specified by the ordinances. • If an item in the checklist is deemed to be not applicable to a project, or is less than the minimum required by ordinance, an explanation must be provided to the ~tisfaction of the Planning Division or building official. • The requirements in the checklist will be included in the project's conditions of approval or issuance of building permiL • Details on CAP ordinance requirements are available on the city's website. P-30 Page 1 of7 Revised 07/20 City of Carlsbad Climate Action Plan Consistency Checklist STEP 1: lAND USE CONSISTENCY The first step in determining CAP consistency for discretionary development is to assess the project's consistency with the growth projections used in the development of the CAP. This section allows the city to determine a project's consistency with the land use assumptions used in the CAP. Projects found not to be consistent with the CAP's land use assumptions and that are projected to emit at or above the CAP screening threshold of 900 metric tons of COi equivalent (MTCOze) GHG will be subject to a project-specific analysis of GHG emissions' impact on the environment in accordance with the requirements of the California Environmental Quality Act (CEQA). This may result in GHG,educing mitigation measures applied as a condition of project approval in addition to compliance with the CAP ordinance requirements ide11lified in Step 2 of this checklist. STEP 1 Land Use Consistency Cheddist lb!m (Check the appiupi iat.: box and provide an explanation and supporting documentation fur your answer) A. Is the proposed project CXJn5i5tent with the existq: General Plan land use and specific/master plan« mrq ciesit,iations? OR, If the proposed project is notaJll5istentwith the existq: land use plan iWld zorq desigiiiltiuias, does the project mude a land use plan nJ/«specilic plan, master plan« mrq desigtiiltiui, aneiidmelitthat wrud red in ill eqlivalent « less GHG-intensive project when compared to the existq: clesviations? Yes No □ lf"Yes9, ~to~ ofthechedcist. F«theseanl optioo lalderQuestion A abcJvie, provide estinated project-n!lab!d 6HG enESions lalderbolh ~and proposed designatiol~s) for~ 6HG enESions nut be estinated iu aa:onla,ce lM!hthe Cilyof cartsbad Guidance to Demonstrating Consistency with the Climate Action Plan. If "No". proceed to Question B. B. The CAP e.tibisllt'd d screening threshold of 900 MTroze/yearfor new development prqects to assist in dett:t,,illir,g consistency with the CAP. The types and sizes of typical projects listed below have been determined to correspond to the CAP saeeningttw-eshold. Wil the proposed land use chqe red in the conslJUdion of less than anyone of the following? • SglefamilyHousg: SOdwelng lllits • Ufamiyltou5ilg: 10--.11115 • Office: 35,000 square feet • Retail Store: 11,000 square feet • Grocery Store: 6,300 square feet • Other: ltheprqaalprojectisnotonefithealllllle~PRJlidea~9161!11&1115~to determine whether it is below the 900 MTCCbe/year screening threshold. If "Yes-, proceed to~ of the chedcist. □ □ If "'Ncf, the project's GHG impact is potentially significant and roost be analyzed iri ilW)idi,t,ce ftll CEQA. Appicant roost prepare a Self~ GHG enmions reduction prooam in aa:ordal,ce with the City of cartsbad Guidance to Demonstrating Consistency with the Climate Action Plan to demanmate how it wrud offset theincrmsein enESionsCMYthe~de,iglwliii&. 1heprojectnuti1D1Dolleeadlrithe~11&51RSilenlilif.d il~ID---OIIUillillle GHG emissions impacts unless the decision maker finds that a measure is infeasible in accordance with California Environmental Quality /',d, Guidelines Section 15091. Mitpiml in lieu of« in adiitimt to the mea51RS in~ may be required. depeniq oo the reds of the project-specific GHG irr'8(t analysis. Procml • ~aproject-5pl!dicWdewlaped 6HG enmonsnm:mi prooam iWld ~ fitheami5t. P-30 Page 2 of7 Revised 07/20 City of Carlsbad Climate Action Plan Consistency Checklist STEP 2: CAP ORDINANCE COMPUANCE REQUIREMENIS Completion of this checklist will document a project's compliance with CAP ordinances, and in turn, demonstrate consistency with the applicable measures and actions of the CAP. The compliance requirements in this Step 2 apply to development projects that require a building permit. All other development projects shall implement all emissions-related mitigation measures from the General Plan Update EIR. Application Information Project No./Name: Property Address/APN: Applicant Name/Co.: Applicant Address: Contact Phone: Swan Resident 2668 Ocean St. Crista Swan 2668 Ocean St, Carlsbad 92008 760-458-0797 Contact Email: mcswans@gmail.com Contact information of person completing this checklist (if different than above): Name: Company name/address: Crista Swan N/A Contact Phone: 760-458-0797 Contact Email: mcswans@gmail.com Use the table below to determine which sections of the Ordinance Compliance checklist are applicable to your project. If your project indudes alterations or additions to an existing building, please contact the cartsbad Building Division for assistance in estimating building permit valuation, by phone at 760-{)()2-2719 or by email at building@carlsbadca.gov. Estimated Building Permit Valuation (BPV): S 3181 sfX$141 • 76=$450, 938 Construction Type D Residential □ Alterations: □ BPV ~ $60,000 0 BPV ~ $60,000 □ Electrical service panel upgrade □ BPV ~ $200,000 □ New construction □ Alterations: P-30 Complete Section(s) 2A,3Aand4A lAand 4A 4A 1Aand4A Page 3 of7 Notes: All residential alterations 1-2 family dwellings and townhouses with attached garages only Multi-family dwellings only where interior finishes are removed and significant site work and upgrades to structural and mechanical, elecb'ical, and/or plumbing systems are proposed Revised 07/20 , City of Carlsbad Climate Action Plan Consistency Checklist □ BPV ~ $200,000 or additions~ 1B,5 1,000 square feet □ BPV ~ $1,000,000 1B, 2B and 5 Building alterations of.!: 75% existing gross floor area □ ~ 2,000 sq. ft. new roof addition 2B and 5 1B also applies if BPV ~ $200,000 CAP Ordinance Compliance Checklist Item Check the appropriate boxes, explain all not applicable and exception items, and provide supporting calculations and documentation as necessary. 1. Energy Efficiency Please nfertoCarl5bad 01mne No. CS-347nltheCaifonia Gn!en ~StntanlsCode (CAl.6rem)formore iif11111ati:11..tb,aa1,pmctli5Sl!diorl. A. D Re:sidmlial addition or alteralim ~ $iO,DOI) buildilic pemit valualiGft. [jC N/A new home See Ont. CS-347, 5edian I. □ Exception: Home energy score~ 7 YearBult ~.,ly Requirements D Beime1978 Selectone: □ lutseaq □Aati:imalilll OCaalnd □ 1978 and later Select one: □ Lighting package D W-at.er ~ package □ Between 1978 and 1990 □ 1991 and later B. 0 Noilll!Side,ml* newmnslnldion a, -.albis~$2'11,1DJ bulcq permitaaion_ araddliar,s~I.IJIID,.aef!et. SeeCM&ml.-AS,IJisneinw &u_i15...WilCS-347,Sedian3. AS.203.1.1.1 □ OUtdoor lighting: .90 Allowed Outdoor Lighting Power AS.203.1.U 0 Restuillltsmice...-lmq~wilhCaifoniaEnngyCodeSedimll«lS.asnended) AS.203.1.2.1 Choose one as applicable: □ .95 Energy budget D .90 Energy budget AS.211.1.** D o.-sie renewable energy AS.211.3 .. □ Green power (if offered by local utility prowler, 50% nrinum renewable som:es) A5.2U.1 D Bevatorsnlescalalln AS.213.1 □Steel~ P-30 Page4 of7 (attach certificatjon) rMi-famlyRequiremenls □ Aati: imalilll Select one: OAati:imalilll D IHlSealiiw O Coolnd Selectone: D Lighting package 0 Water heating package 0 N/A _________ _ 0 N/A □ N/A 0 N/A 0 N/A □ N/A D N/A Revised 07/20 , City of Carlsbad Climate Action Plan Consistency Checklist □ N/A * lndudes hotels/motels and high-rise residential buildings •• For alteratioos 2: $1,IXX>,IXX> BPV illCI affectq > 75% existq gross floor area, or alterations that add 2.IXX> square feet of new roof adcition: comply with califomia Energy Code section U0.10 instead. 2. Photovoltaic Systems A. Ix] Residential new cons1Juction (fur buildq permit applirations subnilled after~-Rmrto 2019 Cal'arnia EnergyCode section 150.t(c) 14 for ~Nab!: ifprojedindudesibtalatiun .Jan eledricheatpunpwalel'heal!rpanaanttoCilrlsbadanlilarll2CS-348,inmasesystl!nlsizebJ .31LWdclPVallselapliani55mlll!d. Floor Plan ID (use additional CFA #d.u. calculated kWdc* sheets if necessary) 3181 1 2.97 increase for PV optior .30 Tolals,steln5ize: 3.27 kWdc = (CFAx.STI) / 1,IXX> + (1.15 x #d.u.) *Formula calculation where CFA = conditional floor area, #du = number of dwelq5 per plan type If proposed system size is less than calculated size, please expain. Exception □ □ D D kWdc B. 0 Nui■esidtsllial ll!'w an11idiun 111 •atiuns $,,IIIIO,lm.-V and ~2:Meislilwtlaaraa, aradilliantlutinamlsndaa br~ square feet Please refer to Carlsbad Ordfnana! CS-347, Section 6 when a,mpleti.tflis section. Choose one of the following methods: D Grass Floor Area (GFAI Method GFA: □ If< 10,000s.f. Enter: 5 kWdc Min. System Size: ___ kWdc □ lf2: 10,000s.f. calculate: 15 kWdc x (GFA/10,000) •• **Round buiking size factor to nearest tenth. and round system size to nearest whole number. D nme-Dependent Valuation Method Annual TOV Energy use:••• x .80= Min. system size: ____ kWdc ••• Attach calculation documentation using modeling software approved by the california Energy Commission. P-30 Page 5 of7 Revised 07/20 City of Carlsbad Climate Action Plan Consistency Checklist 3. Water Heating A. I!] Residential and hotel/motel new mnstrudion Please refer to Olrlsbad CS-347 and CS-348 whm aw,,pletir,c this sedian. IX For systems serving individual dwelling units choose one: D Heat pump water heater AND compact hot water distribution AND drain water heat recovery {low-rise residential only} )Cl Heat pump water heater AND PV system .3 kWdc larger than required in CA Energy Code Section 120.10 (for high rise residential hotel/motel) or 150.l(c) 14 (for low-rise residential) D Heat pump~ heater meeting r.er 3 or higher NEEA Advanced Water Heating Specification 0 Solar~ heating system that is either .60 solar savings fraction « 40 s.f. solar collectors D Exception: D For systems serving multiple dweUing units, install a central water-heating system with all of the following: D Gas or propane~ heating system D Recirculation system per CS-347 (high-rise residential, hotel/motel) or CS-348 (low-rise residential) D Solar water heating system that is either: D .60 solar savings fraction or 40 s.f. solar collectors D .40 solar savings fraction, plus drain water heat recovery □ Exception: 8. D Nonresidential new construction Please refer to cartsbad Ordinance CS-347 when completing this section. D Water heating system derives at least 40% of its energy from one of the following (attach documentation): D Solar-thermal OPhotovoltaics D Recovered energy D Water heating system is (choose one): D Heat pump water heater D Electric resistance water heater(s) D Solar water heating system with .40 solar savings fraction D £.xceplion: 4. Electric Vehicle Charging A. I!] Residential New construction and major alterations• Please refer to cartsbad Ordinance CS-349 when completing this section. l:l!I One and two-family residential dwelling « townhouse with attached garage: QI! One EVSE ready parking space required D Exception : □ Multi-family residential: D Exception : EVSESpaces Capable Ready calculations: Total EVSE spaces= .10 x Total parking (rounded up to nearest whole number) EVSE lnstaled =Total EVSE Spaces x .SO (rounded ~ to nearest whole number) EVSE other= T otil EVSE spaces-EVSE Installed (EV5E odll!f nay be "ClpalE.. "hi( c.-"hlaled., Installed Total P-30 Page 6 of7 Revised 07/20 City of Carlsbad Climate Action Plan Consistency Checklist .,..._ altialiui1Sn:(l)boneandlWlt.famir~and~wihillaehed~~laei1lmqpennlvauatim1~$61),1D)or include an electrical service panel upgrade; (2) for rnuftifamily dwellings (three units or more without attached garages), alterations have a building permit valuation :l: $200,<XXJ, interior finishes are removed and significant site work and upgrades to structural and mechanical, electrical, and/or plumbing systems are proposed. a. 0 Narsesidtnlial new mnslnlllian (ildudeshalllr/mall!ls) □ Exception · T olal Parti~ Spaces EVSESpaces Proposed Capable Ready Installed Total Calculation: Refer to the table below: Totil fbdaci~5'al!Spruiided fbdaci~EV5'al!S fbdaci~EV5Elnslaled5'al!S □ 0-9 1 1 □ 10-25 2 1 □ 26-50 4 2 □ 51-75 6 3 □ 76-100 9 5 □ 101-150 12 6 □ 151-200 17 9 □ 201andover 10 percent of total 50 percent of Required EV Spaces 5. Transportation Demand Management (TOM) A. l..i5t eadJ s-qmed ldtesidetitial use and ~tloor an5I (GFA) aloollBI to eadJ use. 8. Employee ADT /1,<XXl square feet is selected from the City of cartsbad Employee ADTT able. Use GFA Employee ADT /1,<XXJ S.F. Total Employee ADT Total If totJI employee ADT is greater than or equal to 110 employee ADT, a TOM plan is required. -r«JTE: Notwithstanding the 110 employee ADT th-eshold above, General Plan Mobi1ity Bement Polity 3-P .11 requires new development that adds vehicle traffic to vehide LOS-i!xempt street facilities to implement TOM and transportation system management strategies. Please consult with City of carlsbad Land Development Engineering (lDE) staff to determine whether this policy applies to your project TDMplan reqiaed: Yes O No tJ l.DE Staff Verification: O _____ (staffinitia!s) P-30 Page 7 of7 Revised 07/20 JUSTIFICATION FOR VARIANCE By law a Variance may be approved only if certain facts are found to exist. Please read these requirements carefully and explain how the proposed project meets each of these facts. Use additional sheets if necessary. 1. Explain what special circumstances are applicable to the subject property, including size, shape, topography, location or surroundings, whereby the strict application of the zoning ordinance deprives such property of privileges enjoyed by other property in the vicinity and under identical zoning classification: SMALL SIZE OF EXSTING PROPERTY CONSTRAINS DEVELOPMENT. USABLE AREA ONLY 3748SF. DEDICATION IS MANDATED, FURTHER REDUCING A SUB-STANDARD PROPERTY. SLIGHT FRONT YARD AND REAR SETBACK REDUCTION IS REQUESTED. MODIFICATION DOES NOT EXCEED 75% OF REQ. 2. Explain why the granting of the variance does not constitute a grant of special privileges inconsistent with the limitations upon other properties in the vicinity and zone in which the subject property is located and is subject to any conditions necessary to assure compliance with this finding: ADJACENT HOME AT 2680 OCEAN RECEIVED SIMILAR VARIANCES RECENTLY. CDP 2017-0021N 2017-004 ldev2017-0016) 3. Explain why the granting of the variance does not authorize a use or activity which is not otherwise expressly authorized by the zone regulation governing the subject property: ADJACENT SINGLE FAMILY HOME AT 2680 OCEAN HAS RECEIVED SIMILAR VARIANCES, AUTHORIZED FOR THE ZONE. PLEASE REFER TO CDP 2017-0021/V 2017-004 (dev2017-0016) 4. Explain why the granting of the variance is consistent with the general purpose and intent of the General Plan and any applicable specific or Master Plans: THE SLIGHT REDUCTION IN FRONT YARD SETBACK AND REAR YARD SETBACKIS IN KEEPING WITH THE GENERAL PLAN AND HAS BEEN AUTHORIZED BY ADJACENT NEIGHBOR RECENTLY AT 2680 OCEAN PLEASE REFER TO CDP 2017-0021/V 2017-004 ldev2017-0016l 5. If located within the coastal zone, explain why the variance is consistent with and implements the requirements of the certified local coastal program and that the variance does not reduce or in any manner adversely affect the protection of coastal resources. P-4 THIS PROJECT IS IN THE COASTAL ZONE, YET NOT OCEANFRONT. THIS REQUESTED REDUCTION DOES NOT AFFECT ANY COASTAL RESOURCES. Page 4 of4 Revised 03/17 {cicyof Carlsbad MINOR COAST AL DEVELOPMENT PERMIT/ SINGLE FAMILY RESIDENCE APPLICATION Development Services Planning Division 1635 Faraday Avenue (760) 602-4610 www.carlsbadca.gov P-6 A proposed project requiring application submittal must be submitted by appointment*. Please contact the appointment specialist at (760) 602-2723 to schedule an appointment. *SAME DAY APPOINTMENTS ARE NOT AVAILABLE All joint application exhibits, i.e. Tentative Map and Planned Development Site Plan should be prepared at the same scale. (Use a scale no smaller than 1" = 40'.) I. GENERAL BACKGROUND A. Estimated Cost of Development: Development costing $60,000 or more does not qualify as a Minor Coastal Development Permit. The City Planner shall make the final determination regarding a project's cost of development. The primary basis for determining cost of development will be the application of dollar costs per square foot for different types of residential construction. These costs are set by the International Conference of Building Officials (ICBO) and are applied throughout San Diego County. Please complete the following information to assist in the determination of this project's cost of development (Contractor proposals may also be submitted for consideration by the City Planner). Please refer to the current fee schedule for the appropriate $/square foot fee rate. ⇒ New Residential Square Footage: 3181 square feet x $ 200 /sq. ft. = $ __ 63_6~2-'-o_o _____ _ ⇒ Residential Addition Square Footage: ______ squarefeetx$ ____ /sq.ft.=$ _________ _ ⇒ Any Garage Square Footage: s2s square feet x $ 100 /sq. ft. = $ __ s_2_,s_o_o _____ _ ⇒ Residential Conversion Square Footage: ______ square feet x $ ___ -'/sq. ft.=$ _________ _ ⇒ Please contact the City of Carlsbad Building Division for current fee rate for Non- Residential uses (i.e. Retail/Store; Restaurants; Office; and Manufacturing/Warehouse uses.) ______ square feet x $ __ /sq. ft. = $ __________ _ COST OF DEVELOPMENT ESTIMATE: $ __ 97_5..;..,o_oo ________ _ B. Do you wish to apply for: 1. A Minor Coastal Development Permit (Under $60,000 cost estimate) D 2. A Coastal Development Permit ($60,000 or more cost estimate) ~ C. Street address of proposed development 2668 OCEAN ST. P-6 Page 1 of 7 Revised 08/19 ... ,, D. Assessor's Parcel Number of proposed development 203-141-08 E. Development Description: Briefly describe project: 2-STORY SINGLE FAMILY RESIDENCE 2 CAR GARAGE ROOF roe DECK COVERED PATIO F. Describe the present land uses (i.e. vacant land, single family homes, apartments, offices, etc.) that surround the proposed development to the: North: SING! E EAMII Y HOME South: SINGLE FAMILY HOME East: SINGLE FAMILY HOME West: SINGLE FAMILY HOME G. Is project located within a 100-year flood plain? D Yes IIl No II. PRESENT USE OF PROPERTY A. Are there existing structures on the property? [J Yes D No If yes, please describe. 1-STORY SINGLE FAMILY HOME 8. Will any existing structure be removed/demolished? [] Yes D No If yes to either question, describe the extent of the demolition or removal, including the relocation site, if applicable (also show on plans). FULL DEMOLITION AND REMOVAL 111. LOT COVERAGE A. Existing and Proposed Existing Pro1;1osed Total Building Coverage sq. ft. 1718 sq. ft. JZ18 sq. ft. !lfi Landscaped Area sq. ft. 125Q sq. ft. 1250 sq. ft. 33 Hardscape Area sq. ft. 780 sq. ft. 780 sq. ft. 21 Unimproved Area (Left Natural) sq. ft. sq. ft. sq. ft. P-6 Page 2 of7 Revised 08/19 % % % % P-6 B. Parking: Number of existing spaces Number of new spaces proposed ______ _ Existing/Proposed TOT AL: Number of total spaces required __ ..__ ___ _ Number of covered spaces 2 Number of uncovered spaces _______ _ Number of standard spaces Number of compact spaces Is tandem parking existing? Is tandem parking proposed? C. Grade Alteration: Is any grading proposed? I]] Yes D No If yes, please complete the following: 3 OYes#_GJNo D Yes# __ Ix] No 1. Amount of cut ___________ 1_o_o _______ cu. yds. 2. 3. 4. 5. 6. Amount of fill ____________ 1_o _______ cu. yds. Maximum height of fill slope 2 feet Maximum height of cut slope 2 feet Amount of import or export 90 cu. yds. Location of borrow or disposal site -------'C=A=R=LS=B"-'A=D _______ _ Page 3 of? Revised 08/19 Fidelity National Title· ----G. @ (I BUILDER SERVICES 2365 Northside Drive, Suite 600 San Diego, CA 92108 Phone: (619) 521-3500 Fax: (619) 521-3608 Issuing Policies of Chicago Title Insurance Company ORDER NO.: 00144095-996-SD1-CF2 Project Management Advisors, Inc. 462 Stevens Ave., Suite 106 Solana Beach, CA 92075 ATTN: Crista Swan Email : cristam@pmainc.com REF : PROPERTY: 2668 OCEAN ST, CARLSBAD, CA Escrow/Customer Phone: (619) 521-3500 Title Officer: Ken Cyr & Mark Franklin Title Officer Phone: (619) 521-3673 Title Officer Fax: (619) 521-3608 Title Officer Email: TeamCyrFranklin@ctt.com FIRST AMENDED PRELIMINARY REPORT In response to the application for a policy of title insurance referenced herein, Chicago 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 herein or not excluded from coverage pursuant to the printed Schedules, Conditions and Stipulations or Conditions 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 Attachment One. 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 ALT A Homeowner's Policies of Title Insurance which establish a Deductible Amount and a Maximum Dollar Limit of Liability for certain coverages are also set forth in Attachment One. 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. The policy(s) of title insurance to be issued hereunder will be policy(s) of Chicago Title Insurance Company, a Florida corporation. Please read the exceptions shown or referred to herein and the exceptions and exclusions set forth in Attachment One 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. Chicago Title Company ~ By: -----L------ Authorized Signature CL TA Preliminary Report Form -Modified (11/17/06) By. ~l-- R.andyQuirk Pm,[dt:al JAN 11 202? Page 1 Fidelity National Title· 8. , (t. BUILDER SERVICES PRELIMINARY REPORT EFFECTIVE DATE: December 1, 2021 at 7:30 a.m. ORDER NO.: 00144095-996-SD1-CF2 The form of policy or policies of title insurance contemplated by this report is: ALTA Homeowner's Policy of Title Insurance (12-2-13) ALTA Extended Loan Policy (6-17-06) 2365 Northside Drive, Suite 600 San Diego, CA 92108 Phone: (619) 521-3500 Fax: (619) 521-3608 1. THE ESTATE OR INTEREST IN THE LAND HEREINAFTER 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: Christopher Swan and Crista Swan, husband and wife as community property with right of survivorship 3. THE LAND REFERRED TO IN THIS REPORT IS DESCRIBED AS FOLLOWS: See Exhibit A attached hereto and made a part hereof. CLTA Preliminary Report Form -Modified (11/17/06) Page 2 PRELIMINARY REPORT YOUR REFERENCE: EXHIBIT "A" LEGAL DESCRIPTION Chicago Title Company ORDER NO.: 00144095-996-SD1-CF2 THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF CARLSBAD, IN THE COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS: LOT 82 AND THE SOUTHWESTERLY 5 FEET OF LOT 89 OF GRANVILLE PARK NO. 2, IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, ACCORDING TO MAP NO. 2037, FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY JUNE 18, 1927. APN: 203-141-08-00 Cl TA Preliminary Report Form -Modified (11/17/06) Page 3 PRELIMINARY REPORT YOUR REFERENCE: EXCEPTIONS Chicago Title Company ORDER NO.: 00144095-996-SD1-CF2 AT THE DATE HEREOF, ITEMS TO BE CONSIDERED AND EXCEPTIONS TO COVERAGE IN ADDITION TO THE PRINTED EXCEPTIONS AND EXCLUSIONS IN SAID POLICY FORM WOULD BE AS FOLLOWS: A. Property taxes, including any personal property taxes and any assessments collected with taxes, are as follows: Tax Identification No.: Fiscal Year: 1st Installment: Penalty: 2nd Installment: Penalty and Cost: 203-141-08-00 2021-2022 $5,495.77, unpaid (Delinquent after December 10) $549.57 $5,495.77, unpaid (Delinquent after April 10) $559.57 Homeowners Exemption: $7,000.00 Code Area: 9000 B. The lien of supplemental or escaped assessments of property taxes, if any, made pursuant to the provisions of Chapter 3.5 (commencing with Section 75) or Part 2, Chapter 3, Articles 3 and 4, respectively, of the Revenue and Taxation Code of the State of California as a result of the transfer of title to the vestee named in Schedule A or as a result of changes in ownership or new construction occurring prior to Date of Policy. 1. Water rights, claims or title to water, whether or not disclosed by the public records. 2. Covenants, conditions and restrictions but omitting any covenants or restrictions, if any, including but not limited to those based upon race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, familial status, source of income, disability, veteran or military status, genetic information, medical condition, citizenship, primary language, and immigration status, as set forth in applicable state or federal laws, except to the extent that said covenant or restriction is permitted by applicable law, as set forth in the document Recording No: Book 1232, Page 380, of Deeds Said covenants, conditions and restrictions provide that a violation thereof shall not defeat the lien of any mortgage or deed of trust made in good faith and for value. 3. A deed of trust to secure an indebtedness in the amount shown below, Amount: Dated: Trustor/Grantor: Trustee: Beneficiary: Loan No.: Recording Date: Recording No: $585,400.00 July 26, 2017 Christopher Swan and Crista Swan, husband and wife as community property with right of survivorship ReconTrust Company, N.A. Mortgage Electronic Registration Systems, Inc. (MERS), solely as nominee for Bank of America, N.A. Not Set Out August 3, 2017 2017-0352946 of Official Records Cl TA Preliminary Report Form -Modified (11/17/06) Page4 PRELIMINARY REPORT YOUR REFERENCE: '- EXCEPTIONS (Continued) 4. A deed of trust to secure an indebtedness in the amount shown below, Amount: Dated: Trustor/Grantor Trustee: Beneficiary: Loan No.: Recording Date: Recording No: $470,000.00 January 11, 2020 Crista Nadine Swan, Christopher Ray Swan First American Title Insurance Company Bank of America, N.A. Not Set Out January 17, 2020 2020-0026237, of Official Records Chicago Title Company ORDER NO.: 00144095-996-SD1-CF2 The Deed of Trust set forth above is purported to be a "Credit Line" Deed of Trust. Under California Civil Code §2943.1 it is a requirement that the Trustor/Grantor of said Deed of Trust either immediately provide the beneficiary with the "Borrower's instruction to Suspend and Close Equity Line of Credit" or provide a satisfactory subordination of this Deed of Trust to the proposed Deed of Trust to be recorded at closing. If the above credit line is being paid off, this Company will require that Escrow obtain written confirmation from the current Beneficiary that the account has been frozen prior to recording. Failure to do so will result in this Company holding funds at the close of Escrow until such confirmation is obtained from the Beneficiary. PLEASE REFER TO THE "INFORMATIONAL NOTES" AND "REQUIREMENTS" SECTIONS WHICH FOLLOW FOR INFORMATION NECESSARY TO COMPLETE THIS TRANSACTION. END OF EXCEPTIONS CL TA Preliminary Report Form -Modified (11/17/06) Page5 PRELIMINARY REPORT YOUR REFERENCE: REQUIREMENTS SECTION Chicago Title Company ORDER NO.: 00144095-996-S01-CF2 1. In order to complete this report, the Company requires a Statement of Information to be completed by the following party(s), Party(s): All Parties The Company reserves the right to add additional items or make further requirements after review of the requested Statement of Information. 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 affect 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. END OF REQUIREMENTS CLTA Preliminary Report Form-Modified (11/17/06) Page 6 PRELIMINARY REPORT YOUR REFERENCE: INFORMATIONAL NOTES SECTION Chicago Title Company ORDER NO.: 00144095-996-SD1-CF2 1. Note: There are NO conveyances affecting said Land recorded within 24 months of the date of this report. 2. Note: 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 Single Family Residence, known as 2668 Ocean St, City of Carlsbad, CA, to an Extended Coverage Loan Policy. 3. Note: None of the items shown in this report will cause the Company to decline to attach ALTA Endorsement Form 9 to an Extended Coverage Loan Policy, when issued. 4. Note: Please contact your Title Officer to obtain the current recording fees. Chicago Title Company will pay Chicago Title Insurance Company 12% of the title premium, as disclosed on lines 1107 and 1108 of the HUD-1. 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. Notice: Please be aware that due to the conflict between federal and state laws concerning the cultivation, distribution, manufacture or sale of marijuana, the Company is not able to close or insure any transaction involving Land that is associated with these activities. 7. Pursuant to Government Code Section 27388.1, as amended and effective as of 1-1-2018, a Documentary Transfer Tax (OTT) Affidavit may be required to be completed and submitted with each document when OTT is being paid or when an exemption is being claimed from paying the tax. If a governmental agency is a party to the document, the form will not be required. OTT Affidavits may be available at a Tax Assessor-County Clerk-Recorder. 8. The Company and its policy issuing agents are required by Federal law to collect additional information about certain transactions in specified geographic areas in accordance with the Bank Secrecy Act. If this transaction is required to be reported under a Geographic Targeting Order issued by FinCEN, the Company or its policy issuing agent must be supplied with a completed ALTA Information Collection Form ("ICF") prior to closing the transaction contemplated herein. To protect the private information contained in the attached form and photo ID, please return via a secured method. END OF INFORMATIONAL NOTES Ken Cyr & Mark Franklin/724 CLTA Preliminary Report Form -Modified (11/17/06) Page 1 IRE SAFE,. Inquire before you wire! Wire Fraud Alert This Notice is not intended to provide legal or professional advice. If you have any questions, please consult with a lawyer. All parties to a real estate transaction are targets for wire fraud and many have lost hundreds of thousands of dollars because they simply relied on the wire instructions received via email, without further verification. If funds are to be wired in conjunction with this real estate transaction, we strongly recommend verbal verification of wire instructions through a known, trusted phone number prior to sending funds. In addition, the following non-exclusive self-protection strategies are recommended to minimize exposure to possible wire fraud. • NEVER RELY on emails purporting to change wire instructions. Parties to a transaction rarely change wire instructions in the course of a transaction. • ALWAYS VERIFY wire instructions, specifically the ABA routing number and account number, by calling the party who sent the instructions to you. DO NOT use the phone number provided in the email containing the instructions, use phone numbers you have called before or can otherwise verify. Obtain the phone number of relevant parties to the transaction as soon as an escrow account is opened. DO NOT send an email to verify as the email address may be incorrect or the email may be intercepted by the fraudster. • USE COMPLEX EMAIL PASSWORDS that employ a combination of mixed case, numbers, and symbols. Make your passwords greater than eight (8) characters. Also, change your password often and do NOT reuse the same password for other online accounts. • USE MULTI-FACTOR AUTHENTICATION for email accounts. Your email provider or IT staff may have specific instructions on how to implement this feature. For more information on wire-fraud scams or to report an incident, please refer to the following links: Wire Fraud Alert Federal Bureau of Investigation: http://www.fbi.gov Original Effective Date: 5/11/2017 Current Version Date: 5/11/2017 Internet Crime Complaint Center: http:llwww.ic3.gov Page 1 WIRE0016 (OSI Rev. 12/07/17) TM and© Fidelity National Financial, Inc. and/or an affiliate. All rights reserved Fidelity National Title· -~, (t BUILDER SERVICES 2365 Northside Drive, Suite 600 San Diego, CA 92108 Phone: (619) 521-3500 Fax: (619) 521-3608 Notice of Available Discounts Pursuant to Section 2355.3 in Title 10 of the California Code of Regulations Fidelity National Financial, Inc. and its subsidiaries ("FNF") must deliver a notice of each discount available under our current rate filing along with the delivery of escrow instructions, a preliminary report or commitment. Please be aware that the provision of this notice does not constitute a waiver of the consumer's right to be charged the filed rate. As such, your transaction may not qualify for the below discounts. You are encouraged to discuss the applicability of one or more of the below discounts with a Company representative. These discounts are generally described below; consult the rate manual for a full description of the terms, conditions and requirements for such discount. These discounts only apply to transactions involving services rendered by the FNF Family of Companies. This notice only applies to transactions involving property improved with a one-to-four family residential dwelling. Not all discounts are offered by every FNF Company. The discount will only be applicable to the FNF Company as indicated by the named discount. FNF Underwritten Title Company CTC -Chicago Title company CL TC -Commonwealth Land Title Company FNTC -Fidelity National Title Company of California FNTCCA -Fidelity National Title Company of California TICOR -Ticor Title Company of California L TC -Lawyer's Title Company SL TC -Servicelink Title Company Available Discounts DISASTER LOANS (CTIC, CL TIC, FNTIC) Underwritten by FNF Underwriters CTIC -Chicago Title Insurance Company CL TIC -Commonwealth Land Title Insurance Company FNTIC -Fidelity National Title Insurance Company FNTIC -Fidelity National Title Insurance Company CTIC -Chicago Title Insurance Company CL TIC -Commonwealth Land Title Insurance Company CTIC -Chicago Title Insurance Company The charge for a Lender's Pdicy (Standard or Extended coverage) covering the financing or refinancing by an owner of record, within twenty-four (24) months of the date of a declaration of a disaster area by the government of the United States or the State of California on any land located in said area, which was partially or totally destroyed in the disaster, will be fifty percent (50%) of the appropriate title insurance rate. CHURCHES OR CHARITABLE NON-PROFIT ORGANIZATIONS (CTIC, FNTIC) On properties used as a church or for charitable purposes within the scope of the normal activities of such entities, provided said charge is normally the church's obligation the charge for an owner's policy shall be fifty percent (50%) to seventy percent (70%) of the appropriate title insurance rate, depending on the type of coverage selected. The charge for a lender's policy shall be forty (40%) to fifty percent (50%) of the appropriate title insurance rate, depending on the type of coverage selected. Notice of Available Discounts (Rev. 01-15-20) MISC0164 (OSI Rev. 03/12/20) Last Saved: December 9, 2021 by MG Escrow No.: 00144095-996-SD1-CF2 FIDELITY NATIONAL FINANCIAL, INC. PRIVACY NOTICE Effective April 9, 2020 Fidelity National Financial, Inc. and its majority-owned subsidiary companies (collectively, "FNF," "our," or "we") respect and are committed to protecting your privacy. This Privacy Notice explains how we collect, use, and protect personal information, when and to whom we disclose such information, and the choices you have about the use and disclosure of that information. A limited number of FNF subsidiaries have their own privacy notices. If a subsidiary has its own privacy notice, the privacy notice will be available on the subsidiary's website and this Privacy Notice does not apply. Collection of Personal Information FNF may collect the following categories of Personal Information: • contact information (e.g., name, address, phone number, email address); • demographic information (e.g., date of birth, gender, marital status); • identity information (e.g. Social Security Number, driver's license, passport, or other government ID number); • financial account information (e.g. loan or bank account information); and • other personal information necessary to provide products or services to you. We may collect Personal Information about you from: • information we receive from you or your agent; • information about your transactions with FNF, our affiliates, or others; and • information we receive from consumer reporting agencies and/or governmental entities, either directly from these entities or through others. Collection of Browsing Information FNF automatically collects the following types of Browsing Information when you access an FNF website, online service, or application (each an "FNF Website") from your Internet browser, computer, and/or device: • Internet Protocol (IP) address and operating system; • browser version, language, and type; • domain name system requests; and • browsing history on the FNF Website, such as date and time of your visit to the FNF Website and visits to the pages within the FNF Website. Like most websites, our servers automatically log each visitor to the FNF Website and may collect the Browsing Information described above. We use Browsing Information for system administration, troubleshooting, fraud investigation, and to improve our websites. Browsing Information generally does not reveal anything personal about you, though if you have created a user account for an FNF Website and are logged into that account, the FNF Website may be able to link certain browsing activity to your user account. Other Online Specifics Cookies. When you visit an FNF Website, a "cookie" may be sent to your computer. A cookie is a small piece of data that is sent to your Internet browser from a web server and stored on your computer's hard drive. Information gathered using cookies helps us improve your user experience. For example, a cookie can help the website load properly or can customize the display page based on your browser type and user preferences. You can choose whether or not to accept cookies by changing your Internet browser settings. Be aware that doing so may impair or limit some functionality of the FN F Website. Web Beacons. We use web beacons to determine when and how many times a page has been viewed. This information is used to improve our websites. Do Not Track. Currently our FNF Websites do not respond to "Do Not Track" features enabled through your browser. Links to other Sites. FNF Websites may contain links to unaffiliated third-party websites. FNF is not responsible for the privacy practices or content of those websites. We recommend that you read the privacy policy of every website you visit. Use of Personal Information FNF uses Personal Information for three main purposes: • To provide products and services to you or in connection with a transaction involving you. • To improve our products and services. • To communicate with you about our, our affiliates', and others' products and services, jointly or independently. When Information Is Disclosed We may disclose your Personal Information and Browsing Information in the following circumstances: • to enable us to detect or prevent criminal activity, fraud, material misrepresentation, or nondisclosure; • to nonaffiliated service providers who provide or perform services or functions on our behalf and who agree to use the information only to provide such services or functions; FNF Privacy Statement (Eff. April 9, 2020) MISC0219 (OSI Rev. 04/10/20) Copyright © 2020. Fidelity National Financial, Inc. All Rights Reserved Page 1 Order No. 00144095-996-SD1-CF2 • to nonaffiliated third party service providers with whom we perform joint marketing, pursuant to an agreement with them to jointly market financial products or services to you; • to law enforcement or authorities in connection with an investigation, or in response to a subpoena or court order; or • in the good-faith belief that such disclosure is necessary to comply with legal process or applicable laws, or to protect the rights, property, or safety of FNF, its customers, or the public. The law does not require your prior authorization and does not allow you to restrict the disclosures described above. Additionally, we may disclose your information to third parties for whom you have given us authorization or consent to make such disclosure. We do not otherwise share your Personal Information or Browsing Information with nonaffiliated third parties, except as required or permitted by law. We may share your Personal Information with affiliates (other companies owned by FNF) to directly market to you. Please see "Choices with Your Information" to learn how to restrict that sharing. We reserve the right to transfer your Personal Information, Browsing Information, and any other information, in connection with the sale or other disposition of all or part of the FNF business and/or assets, or in the event of bankruptcy, reorganization, insolvency, receivership, or an assignment for the benefit of creditors. By submitting Personal Information and/or Browsing Information to FNF, you expressly agree and consent to the use and/or transfer of the foregoing information in connection with any of the above described proceedings. Security of Your Information We maintain physical, electronic, and procedural safeguards to protect your Personal Information. Choices With Your Information If you do not want FNF to share your information among our affiliates to directly market to you, you may send an "opt out" request by email, phone, or physical mail as directed at the end of this Privacy Notice. We do not share your Personal Information with nonaffiliates for their use to direct market to you without your consent. Whether you submit Personal Information or Browsing Information to FNF is entirely up to you. If you decide not to submit Personal Information or Browsing Information, FNF may not be able to provide certain services or products to you. For California Residents: We will not share your Personal Information or Browsing Information with nonaffiliated third parties, except as permitted by California law. For additional information about your California privacy rights, please visit the "California Privacy" link on our website (https://fnf.com/pages/californiaprivacy.aspx) or call (888) 413-1748. For Nevada Residents: You may be placed on our internal Do Not Call List by calling (888) 934-3354 or by contacting us via the information set forth at the end of this Privacy Notice. Nevada law requires that we also provide you with the following contact information: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; Phone number: (702) 486-3132; email: BCPINFO@ag.state.nv.us. For Oregon Residents: We will not share your Personal Information or Browsing Information with nonaffiliated third parties for marketing purposes, except after you have been informed by us of such sharing and had an opportunity to indicate that you do not want a disclosure made for marketing purposes. For Vermont Residents: We will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Information From Children The FNF Websites are not intended or designed to attract persons under the age of eighteen (18).We do not collect Personal Information from any person that we know to be under the age of thirteen (13) without permission from a parent or guardian. International Users FNF's headquarters is located within the United States. If you reside outside the United States and choose to provide Personal Information or Browsing Information to us, please note that we may transfer that information outside of your country of residence. By providing FNF with your Personal Information and/or Browsing Information, you consent to our collection, transfer, and use of such information in accordance with this Privacy Notice. FNF Website Services for Mortgage Loans Certain FNF companies provide services to mortgage loan servicers, including hosting websites that collect customer information on behalf of mortgage loan servicers (the "Service Websites"). The Service Websites may contain links to both this Privacy Notice and the mortgage loan servicer or lender's privacy notice. The sections of this Privacy Notice titled When Information is Disclosed, Choices with Your Information, and Accessing and Correcting Information do not apply to the Service Websites. The mortgage loan servicer or lender's privacy notice governs use, disclosure, and access to your Personal Information. FNF does not share Personal Information collected through the Service Websites, except as required or authorized by contract with the mortgage loan servicer or lender, or as required by law or in the good-faith belief that such disclosure is necessary: to comply with a legal process or applicable law, to enforce this Privacy Notice, or to protect the rights, property, or safety of FNF or the public. FNF Privacy Statement (Eff. April 9, 2020) MISC0219 (OSI Rev. 04/10/20) Copyright© 2020. Fidelity National Financial, Inc. All Rights Reserved Page 2 Order No. 00144095-996-SD1-CF2 Your Consent To This Privacy Notice: Notice Changes: Use of Comments or Feedback By submitting Personal Information and/or Browsing Information to FNF, you consent to the collection and use of the information in accordance with this Privacy Notice. We may change this Privacy Notice at any time. The Privacy Notice's effective date will show the last date changes were made. If you provide information to us following any change of the Privacy Notice, that signifies your assent to and acceptance of the changes to the Privacy Notice. We may use comments or feedback that you submit to us in any manner without notice or compensation to you. Accessing and Correcting Information: Contact Us If you have questions, would like to correct your Personal Information, or want to opt-out of information sharing for affiliate marketing, send your requests to privacy@fnf.com, by phone to (888) 934-3354, or by mail to: FNF Privacy Statement (Eff. April 9, 2020) MISC0219 (OSI Rev. 04/10/20) Fidelity National Financial, Inc. 601 Riverside Avenue Jacksonville, Florida 32204 Attn: Chief Privacy Officer Copyright© 2020. Fidelity National Financial, Inc. All Rights Reserved Page 3 Order No. 00144095-996-SD1-CF2 ATTACHMENT ONE (Revised 05-06-16) CALIFORNIA LAND TITLE ASSOCIATION STANDARD COVERAGE POLICY -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, costs, attorneys' 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 (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 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 be binding on the rights of a purchaser for value without knowledge. 3. Defects, liens, encumbrances, adverse claims or other matters: (a) whether or not recorded in the public records at Date of Policy, but 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; or (e) resulting in 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. 4. Unenforceability 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 the applicable doing business laws of the state in which the land is situated. 5. 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. 6. Any claim, which arises out of the transaction vesting in the insured the estate of interest insured by this 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 I 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. Proceedings by a public agency which may result in taxes or assessments, 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 possession thereof. 3. Easements, liens or encumbrances, or claims thereof, 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 exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or title to water, whether or not the matters excepted under (a), (b) or (c) are shown by the public records. 6. Any lien or right to a lien for services, labor or material not shown by the public records. CLTA HOMEOWNER'S POLICY OF TITLE INSURANCE (12-02-13) AL TA HOMEOWNER'S POLICY OF TITLE INSURANCE 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; Attachment One -CA (Rev. 05-06-16) Page 1 © California Land Title Association. All rights reserved. The use of this Form is restricted to CLTA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association. 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 federal 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. The deductible amounts and maximum dollar limits shown on Schedule A are as follows: Covered Risk 16: Covered Risk 18: Covered Risk 19: Covered Risk 21: Your Deductible Amount 1.00% of Policy Amount Shown in Schedule A or $2,500.00 (whichever is less) 1.00% of Policy Amount Shown in Schedule A or $5,000.00 (whichever is less) 1.00% of Policy Amount Shown in Schedule A or $5,000.00 (whichever is less) 1.00% of Policy Amount Shown in Schedule A or $2,500.00 (whichever is less) 2006 ALTA LOAN POLICY (06-17-06) EXCLUSIONS FROM COVERAGE Our Maximum Dollar Limit of Liability $10,000.00 $25,000.00 $25,000.00 $5,000.00 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). The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above Exclusions from Coverage, the Exceptions from Coverage in a Standard Coverage policy will also include the following Exceptions from Coverage: EXCEPTIONS FROM COVERAGE {Except as provided in Schedule B -Part 11,{ t{or T}his policy does not insure against loss or damage, and the Company will not pay costs, attorneys' fees or expenses, that arise by reason of: Attachment One -CA (Rev. 05-06-16) Page 2 © California Land Title Association. All rights reserved. The use of this Form is restricted to CL TA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association. ,...._ {PART I {The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above Exclusions from Coverage, the Exceptions from Coverage in a Standard Coverage policy will also include the following Exceptions from Coverage: 1. (a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real property or by the Public Records; (b) proceedings by a public agency that may result in taxes or assessments, 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 that are not shown by the Public Records but that could be ascertained by an inspection of the Land or that may be asserted by persons in possession of the Land. 3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records. 4. Any encroachment, encumbrance, violation, variation, or adverse circumstance affecting the Title that would be disclosed by an accurate and complete land survey of the Land and not shown by the Public Records. 5. (a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or title to water, whether or not the matters excepted under (a), (b), or (c) are shown by the Public Records. 6. Any lien or right to a lien for services, labor or material not shown by the Public Records.} PARTII In addition to the matters set forth in Part I of this Schedule, the Title is subject to the following matters, and the Company insures against loss or damage sustained in the event that they are not subordinate to the lien of the Insured Mortgage:} 2006 ALTA OWNER'S 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 9 and 10); or (e) resulting in loss or damage that would not have been sustained if the Insured Claimant had paid value for the Title. 4. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights laws, that the transaction vesting the Title as shown in Schedule A, is (a) a fraudulent conveyance or fraudulent transfer; or (b) a preferential transfer for any reason not stated in Covered Risk 9 of this policy. 5. Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attaching between Date of Policy and the date of recording of the deed or other instrument of transfer in the Public Records that vests Title as shown in Schedule A. The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above Exclusions from Coverage, the Exceptions from Coverage in a Standard Coverage policy will also include the following Exceptions from Coverage: EXCEPTIONS FROM COVERAGE This policy does not insure against loss or damage, and the Company will not pay costs, attorneys' fees or expenses, that arise by reason of: {The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above Exclusions from Coverage, the Exceptions from Coverage in a Standard Coverage policy will also include the following Exceptions from Coverage: 1. (a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real property or by the Public Records; (b) proceedings by a public agency that may result in taxes or assessments, 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 that are not shown in the Public Records but that could be ascertained by an inspection of the Land or that may be asserted by persons in possession of the Land. 3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records. 4. Any encroachment, encumbrance, violation, variation, or adverse circumstance affecting the Title that would be disclosed by an accurate and complete land survey of the Land and that are not shown by the Public Records. 5. (a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or title to water, whether or not the matters excepted under (a), (b), or (c) are shown by the Public Records. 6. Any lien or right to a lien for services, labor or material not shown by the Public Records.} 7. {Variable exceptions such as taxes, easements, CC&R's, etc. shown here.} Attachment One -CA (Rev. 05-06-16) Page 3 © California Land Title Association. All rights reserved. The use of this Form is restricted to CL TA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association. ALTA EXPANDED COVERAGE RESIDENTIAL LOAN POLICY -ASSESSMENTS PRIORITY {04-02-15) 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 which 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, 6, 13(c), 13(d), 14 or 16. (b) Any governmental police power. This Exclusion 1(b) does not modify or limit the coverage provided under Covered Risk 5, 6, 13(c), 13(d), 14 or 16. 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, 16, 17, 18, 19, 20, 21, 22, 23, 24, 27 or 28); 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. This Exclusion does not modify or limit the coverage provided in Covered Risk 26. 6. Any claim of invalidity, unenforceability or lack of priority of the lien of the Insured Mortgage as to Advances or modifications made after the Insured has Knowledge that the vestee shown in Schedule A is no longer the owner of the estate or interest covered by this policy. This Exclusion does not modify or limit the coverage provided in Covered Risk 11. 7. Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attaching subsequent to Date of Policy. This Exclusion does not modify or limit the coverage provided in Covered Risk 11(b) or 25. 8. The failure of the residential structure, or any portion of it, to have been constructed before, on or after Date of Policy in accordance with applicable building codes. This Exclusion does not modify or limit the coverage provided in Covered Risk 5 or 6. 9. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights 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 27 (b) of this policy. 10. Contamination, explosion, fire, flooding, vibration, fracturing, earthquake, or subsidence. 11. Negligence by a person or an Entity exercising a right to extract or develop minerals, water, or any other substances. Attachment One -CA (Rev. 05-06-16) Page 4 © California Land Title Association. All rights reserved. The use of this Form is restricted to CL TA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association. l-09 1l i lt i a I ~ ii: \:. ~ ~ I t ~ ' I ~ 1t " i i i ;; i §" 6' I j I I i ! i I l .. 1!. ~ 1 \I, 1 ! t i B' ;i. e' ~ Ollfl0/21)14 0,1$ C Ht Nc;1-s !IU( OLD NEW W CUT --@ L i40 to mu 117<407. 144 1 .. 08 139 ... u ff'di .. ""' t CARLSBAD BLVD. w I BLK 3 ~ ~ @ .t'/-"i' ~. I ,$ """ ' ".i, ,~,, rr .. J ·· ( :t~~ I i • ') @) 0 .1.l(J.-C n !4-~. <.,r:$ r:.. 1 @ e PACIFIC OCEAN ~ ~~!ID' liOOl(W,.i.ct!♦:!l<ltOf t ~ONLY.····t«>LW!IUIYJS ~TA SHO\\tl. MiSESSCRS PAACa.S iiAV JIOT COMPI.V 'MTH t.QC,\I. SUSOM$1Ctl OR 8iJ1~ ®l!W-lecS g EB 203-14 SttT 1 OF 2 ~ ~ 1·-100· 5t:t Qllif.R CH.vlCt SOX (HWY. 101) XI -S0-2B ~ 0 Ao,,. u1·1,"rt 1t~, © Qg) BLK 6 © l?.12.AC ST AC @) ~ ?i 3: ~ VI 0:: ~ W, u ~ l~ Z l w V'I ~ la a :r V MAP 15639 -CARl.SBAD TCT NO 04-22 MAP 2037 • GRANVILLE PARK N0.2 ~AP 1221 • !-JAYES LANO CO. A00.>1AP ttl.2 MAP 893 -OCEANSIDE AOO. TO CARLSBAD •·eoi<:e n,~ ~ET!i11-0S 0001~.0,jfj!'flO (~EE8liT2) 2'00t«Xl P\IUTACl!l $OI. Q001 _,, (l!El;ljhT2) )'~ 11$11-le'IJ 0<:fNI $TR(t;T DOClil!lWI_. i&eSl-r1 2) •·C0!,£;0 U091SO\itt C_,_N.....S ooc,-.,,_, ($U:$k'!'t) 4•-0CINlmEl"CQ>OOtfNl\;t,IS DOC11lOHl1!1r11K\ (SE~liKU) 1•f'IJflllCM:Cl!M MAP 775( 365. 535) -TOYIN Of CARLSBAD tJ.lENO(O ROS 11010, 12348, 13586,18012, 18958. 21186 Fidelity National Title· ----· G, -~ (I BUILDER SERVICES 2365 Northside Drive, Suite 600 San Diego, CA 92108 Phone: (619) 521-3500 Fax: (619) 521-3608 CREDIT LINE / EQUITY LINE OF CREDIT CLOSURE REQUEST Date: To: Attention: Payoff Dept Reference: Account/Loan# _____________________________ _ Property Address: 2668 Ocean St, Carlsbad, CA To Whom It May Concern: Please accept this letter as a request to close/freeze the above-referenced credit line or equity line of credit as of this date. I/We agree not to request any advances on this account on or after the date of this letter. You will be receiving payment in full from the proceeds of our escrow transaction. Upon receipt of payoff, please send your Reconveyance or Release of Lien to: Chicago Title Company 2365 Northside Drive, Suite 600 San Diego, CA 92108 Attn: Ken Cyr & Mark Franklin Ref: 00144095-996-CF2 Sincerely, (All borrowers must sign) REQ0000 I (Rev. I 2/5 2012) STATEMENT OF INFORMATION CONFIDENTIAL INFORMATION STATEMENT TO BE USED IN CONNECTION WITH ORDER NO: 00144095-996-SD1-CF2 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 BLANK CITY ADDRESS: IMPROVEMENTS: D SINGLE RESIDENCE D MULTIPLE RESIDENCE D COMMERCIAL OCCUPIED BY: DOWNER D LESSEE □TENANTS ANY PORTION OF NEW LOAN FUNDS TO BE USED FOR CONSTRUCTION: DYES ONO NAME SPOUSES NAME FIRST MIDDLE LAST FIRST MIDDLE BIRTHPLACE BIRTH DATE BIRTHPLACE LAST 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 ..~ WIFE'S MAIDEN NAME: WE WERE MARRIED ON AT RESIDENCE(S) FOR LAST 10 YEARS NUMBER AND STREET CITY NUMBER AND STREET CITY NUMBER AND STREET CITY NUMBER AND STREET CITY OCCUPATION(S) FOR LAST 10 YEARS HUSBAND PRESENT OCCUPATION FIRM NAME ADDRESS PRIOR OCCUPATION FIRM NAME ADDRESS PRIOR OCCUPATION FIRM NAME ADDRESS WIFE PRESENT OCCUPATION FIRM NAME ADDRESS PRIOR OCCUPATION FIRM NAME ADDRESS PRIOR OCCUPATION FIRM NAME ADDRESS FORMER MARRIAGES: IF NO FORMER MARRIAGES, WRITE "NONE": NAME OF FORMER SPOUSE IF DECEASED: DATE CURRENT LOAN ON PROPERTY PAYMENTS ARE BEING MADE TO: 1. HOMEOWNERS ASSOCIATION DATE MISC000B (Rev. 09/15/2011) SIGNATURE HOME PHONE WHERE 2. 3. BUSINESS FROM TO FROM TO FROM TO FROM TO NO.OF YEARS NO. OF YEARS NO. OF YEARS NO. OF YEARS NO. OF YEARS NO. OF YEARS NUMBER: AL TA Information Collection Form Page 5 of 4 American Land > ~ Title Association Under 31 U.S.C. § 5326(a), the Treasury Department's Financial Crimes Enforcement Network (FinCEN) issued a Geographic Targeting Order to title insurance companies requiring the collection of beneficial ownership information for certain real estate transactions. Please complete the below questionnaire. This Company will rely on the answers provided to meet its reporting obligations. Who is completing this form? Name Position/Title Company/Law Firm Postal Address (Headquarters City State I Zip Phone Email Fax Transactional Information Property Address (If Multiple properties see NOTE below): City State Zip I County Date of Settlement Total purchase price (if multiple properties see NOTE below) Type of Transaction: □ Residential (1-4 family) □ Commercial I Bank Financing: □ Yes □ No Purchase type: □ Natural Person □ Corporation □LLC □ Partnership □ Other NOTE: If more than one property is purchased, list each address and purchase price as an addendum. Purchase Funds Information Total Amount paid by below instruments:$ Which type of Monetary Instruments were used (Use check boxes below) □ U.S. Currency (Paper money & coin) D Foreign Currency □ Cashier's check(s) □ Certified check(s) □ Wire or other funds transfer(s) ALT A Information Collection Form ( 12/20/18) UFRM0004 (OSI Rev. 1/2/19) Country: □ Money order(s) □ Personal or Business check(s) □ Virtual Currency Last Saved: 1/26/2021 12:57 AM by MG Order No.: 00144095-996-SD1-CF2 AL TA Information Collection Form Page 6 of 4 Individual Primarily Representing Purchaser (Define as the individual authorized by the entity to enter into legally binding contracts). Attach Legible copy of government issued identification (i.e., passport, driver's license, etc.) Type of ID Issuing State or Country I Gov't ID Number Last Name First Name Date of Birth Occupation Individual Taxpayer ID# (if none write NIA) Address City State Purchasing Entity Name & Address Name of Purchaser American Land Title Association M.1. % of ownership Zip Taxpayer ID Number or EIN (If none write NIA) Doing Business Name (OBA) (if none write NIA) Address City State Zip Complete the information below if the real estate purchase is being made by a corporation, LLC, partnership, other legal entity. (Do not report trusts.) For Corporations, LLCs, Partnerships and Other Entities provide the information for: • Each BENEFICIAL OWNER defined as an individual who, directly or indirectly, owns 25% or more of the equity interests of the Purchaser. • If a legal entity or a series of legal entities own the equity interests of the Purchaser, provide information for each BENEFICIAL OWNER, of each legal entity in the series of legal entities. (Note: It is NOT necessary to complete the address fields if the information is on a legible copy of the government issued ID submitted to the title company.) ALTA Information Collection Fonn (12/20118) UFRM0004 (OSI Rev. 1/2/19) Last Saved: 1/2612021 12:57 AM by MG Order No.: 00144095-996-SD1-CF2 AL TA Information Collection Form Page 7 of 4 Attach Legible copy of government issued identification (i.e., passport, driver's license, etc.) Type of ID Issuing State or Country Gov't ID Number Last Name First Name American Land Title Association M.I. Date of Birth Occupation Individual Taxpayer ID# (1tnone write NIA) % of ownership Address City State Zip Attach Legible copy of government issued identification (i.e., passport, driver's license, etc.) Type of ID Issuing State or Country Gov't ID Number Last Name First Name M.I. Date of Birth Occupation Individual Taxpayer ID# (if none write NIA) % of ownership Address City I State Zip Attach Legible copy of government issued identification (i.e., passport, driver's license, etc.) Type of ID Issuing State or Country Gov't ID Number Last Name I First Name M.I. Date of Birth Occupation Individual Taxpayer ID# (if none write NIA) % of ownership Address City State Zip Attach Legible copy of government issued identification (i.e., passport, driver's license, etc.) Type of ID Issuing State or Country Gov't ID Number Last Name First Name M.I. Date of Birth Occupation Individual Taxpayer ID# (if none write NIA) % of ownership Address City State Zip Attach Legible copy of government issued identification (i.e., passport, driver's license, etc.) ALTA Information Collection Form (12/20/18) UFRM0004 (OSI Rev. 1/2/19) Last Saved: 1/26/2021 12:57 AM by MG Order No.: 00144095-996-SD1-CF2 AL TA Information Collection Form Page 8 of 4 American Land ··-. ~ Title Association Type of ID Issuing State or Country Gov't ID Number Last Name First Name M.L Date of Birth Occupation Individual Taxpayer ID # (if none write NIA) % of ownership Address City I State Zip I declare that to the best of my knowledge, the information I have furnished is true, correct and complete. I understand that this Title Company will rely on this information for the purposes of completing any reports made pursuant to an obligation under 31 U.S.C. § 5326(a), Signature: Type or Print Name: ALTA Information Collection Form (12/20/18) UFRM0004 (OSI Rev. 1/2/19) Date: Title: Last Saved: 1/26/2021 12:57 AM by MG Order No.: 00144095-996-SD1-CF2