HomeMy WebLinkAboutMORRISON, TOM AND PATRICIA, HSIEH, JIMMY AND MARQUEZ, NATALIE (4)Return FULLLY EXECUTED
N Copy to COTC, M-30
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C"3 BOE-502-A(Pt) REV_ 15 (02-21)
ri PRELIMINARY CHANGE OF OWNERSHIP REPORT
m To be completed by the transferee (buyer) prior to a transfer of
Lu1 subject property, in accordance with Section 480.3 of the Revenue
L.rm and Taxation Code. A Preliminary Change of Ownership Report must
be filed with each conveyance in the County Recorder's office
for the county where the property is located.
COPY
M•{I,VAM NAME AND MAILING ADDRESS OF BUYER/TRANSFEREE
`) (Make necessary comections to the ponied name and moiling atltlress)
ASSESSOR'S PARCEL NUMBER
City of Santa Ana, a municipal corporation
20 Civic Center Plaza
008-213-31
SELLER/TRANSFEROR
Santa Ana, CA 92702 A-2022-195-03
Patricia Morrison, Jimmy Hsieh, Natalie Marquez, Co -
Trustees of the Mark Stephan Marquez Trust held
under agreement dated February 28, 2002
BUYER'S DAYTIME TELEPHONE NUMBER
BUYER'S EMAIL ADDRESS
STREET ADDRESS OR PHYSICAL LOCATION OF REAL PROPERTY
206 S. Flower Street, Santa Ana, CA 92703
❑ YES El NO This property is intended as my principal residence. If YES, please indicate the date of occupancy MO I DAY I YEAR
or intended occupancy.
❑ YES [ENO Are you a disabled veteran or an unmarried surviving spouse of a disabled veteran who was
compensated at too % by the Department of Veterans Affairs?
MAIL PROPERTY TAX INFORMATION TO (NAME)
City of Santa Ana, a municipal corporation
MAIL PROPERTY TAX INFORMATION TO (ADDRESS) CITY STATE ZIP CODE
PART 1: TRANSFER INFORMATION Please complete all statements.
This section contains possible exclusions from reassessment for certain types of transfers.
YES NO
❑ [9 A. This transfer is solely between spouses (addition or removal of a spouse, death of a spouse, divorce settlement, etc.).
❑ ® B. This transfer is solely between domestic partners currently registered with the California Secretary of State (addition or removal of a
partner, death of a partner, termination settlement, etc.).
❑ CE1 C. This is a transfer: ❑ between parent(s) and child(ren) O from grandparent(s) to grandchild(ren).
Was this the transferorigrantors principal residence? ❑ YES ❑ NO
❑ M* D. This transfer is the result of a cotenants death. Date of death
❑ �1* E. This transaction is to replace a principal residence by a person 55 years of age or older.
Within the same county? ❑ YES ❑ NO
❑ 07* F. This transaction is to replace a principal residence by a person who is severely disabled.
Within the same county? ❑ YES ❑ NO
❑ ® G. This transaction is to replace a principal residence substantially damaged or destroyed by a wildfire or natural disaster for which
the Governor proclaimed a state of emergency. Within the same county? ❑ YES ❑ NO
❑ f� H. This transaction is only a correction of the name(s) of the person(s) holding title to the property (e.g., a name change upon marriage).
If YES, please explain:
❑ 0 I. The recorded document creates, terminates, or reconveys a lender's interest in the property.
❑ 91 J. This transaction is recorded only as a requirement for financing purposes or to create, terminate, or reconvey a security interest
(e.g., cosigner). If YES, please explain:
❑ [�P K. The recorded document substitutes a trustee of a trust, mortgage, or other similar document.
L. This is a transfer of property:
❑ [M 1. to/from a revocable trust that maybe revoked by the transferor and is for the benefit of
❑ the transferor, and/or ❑ the transferors spouse ❑ registered domestic partner.
❑ LQ 2. to/from an irrevocable trust for the benefit of the
❑ creator/grantoritrustor and/or ❑ grantor's/trustoes spouse ❑ grantor's/trustor's registered domestic partner.
❑ 01 M. This property is subject to a lease with a remaining lease term of 35 years or more including written options.
❑ [M N. This is a transfer between parties in which proportional interests of the transferor(s) and transferee(s) in each and every parcel being
transferred remain exactly the same after the transfer.
❑ [FYI O This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions, or restrictions
imposed by specified nonprofit corporations.
❑ [fl7* R This transfer is to the first purchaser of a new building containing an active solar energy system.
❑ 01 Q. Other. This transfer is to
* Please refer to the instructions for Part 1.
Please provide any other information that will help the Assessor understand the nature of the transfer.
SFRM0017 IDS] Rev. 02/18/21)
BOE-502-A (P2) REV. 15 (02-21)
PART 2. OTHER TRANSFER INFORMATION Check and complete as applicable.
A. Date of transfer, if other than recording date:
B. Type of Transfer
® Purchase ❑ Foreclosure ❑ Gift ❑ Trade or exchange ❑ Merger, stock, or partnership acquisition (Form BOE-100-13)
❑ Contract of sale. Date of contract: ❑ Inheritance. Date of death:
❑ Sale/leaseback ❑ Creation of a lease ❑ Assignment of a lease ❑ Termination of a lease. Date lease began:
Original term in years (including written options): Remaining term in years (including written options):
❑ Other. Please
C. Only a partial interest in the property was transferred. ❑ YES ❑ NO If YES, indicate the percentage transferred:
PART 3. PURCHASE PRICE AND TERMS OF SALE Check and complete as applicable.
A. Total purchase price.
$ 775,000.00
B. Cash down payment or value of trade or exchange excluding closing costs Amount $ 0.00
C. First deed of trust @ interest for years. Monthly payment $ Amount $ 0.00
❑ FHA ( Discount Points) ❑ Cal -Vet ❑ VA ( Discount Points) ❑ Fixed rate ❑ Variable rate
❑ Bank/Savings & Loan/Credit Union ❑ Loan carried by seller
❑ Balloon payment $ Due date:
D. Second deed of trust @ _ % interest for years. Monthly payment $ Amount $ 0.00
❑ Fixed rate ❑ Variable rate ❑ Bank/Savings & Loan/Credit Union ❑ Loan carded by seller
❑ Balloon payment $ Due date:
E. Was an Improvement Bond or other public financing assumed by the buyer? ❑ YES ❑ NO Outstanding Balance $ 0.00
F. Amount, if any, of real estate commission fees paid by the buyer which are not included in the purchase price $
G. The property was purchased: ❑ Through real estate broker. Broker name: Phone number (-
M Direct from seller ❑ From a family member -Relationship
❑ Other: Please explain:
H. Please explain any special terms, seller concessions, broker/agent fees waived, financing, and any other information (e.g., buyer assumed the
existing loan balance) that would assist the Assessor in the valuation of your property.
PART 4. PROPERTY INFORMATION Check and complete as applicable.
A. Type of property transferred
❑ Single-family residence ❑ Co-op/Own-your-own ❑ Manufactured home
❑ Multiple -family residence. Number of units: ❑ Condominium ❑ Unimproved lot
❑ Other. Description: (i.e., timber, mineral, water rights, etc.) ❑ Timeshare 13 Commercial/Industrial
B. ❑ YES ONO Personal/business property, or incentives, provided by seller to buyer are included in the purchase price. Examples of personal
property are furniture, farm equipment, machinery, etc. Examples of incentives are club memberships, etc. Attach list if available.
If YES, enter the value of the personal/business property: $ Incentives $
C. ❑ YES ONO A manufactured home is included in the purchase price.
If YES, enter the value attributed to the manufactured home: $
❑ YES ® NO The manufactured home is subject to local property tax. If NO, enter decal number
D. ❑ YES ❑ NO The property produces rental or other income.
If YES, the income is from: ❑ Lease/rent ❑ Contract ❑ Mineral rights ❑ Other:
E. The condition of the property at the time of sale was: ❑ Good ® Average ❑ Fair ❑ Poor
Please describe:
CERTIFICATION
l certify (or declare) that the foregoing and aft information hereon, including any accompanying statements or documents, is true and correct to the best
of my knowledge and belief.
of Santa
2-00A-2D23
The Assessor's office may contact you for additional information reqardinq this transaction.
SFRM0017 (DSI Rev. 02118121)
BOE-502-A (P3) REV. 15 (02-21)
ADDITIONAL INFORMATION
Please answer all questions in each section, and sign and complete the certification before fling. This form may be used in all 58
California counties. If a document evidencing a change in ownership is presented to the Recorder for recordation without the concurrent
filing of a Preliminary Change of Ownership Report, the Recorder may charge an additional recording fee of twenty dollars ($20)..
NOTICE: The property which you acquired may be subject to a supplemental assessment in an amount to be determined by the County
Assessor. Supplemental assessments are not paid by the title or escrow company at close of escrow, and are not included in lender
impound accounts. You may be responsible for the current or upcoming property taxes even if you do not receive the tax bill.
NAME AND MAILING ADDRESS OF BUYER: Please make necessary corrections to the printed name and mailing address. Enter
Assessor's Parcel Number, name of seller, buyer's daytime telephone number, buyer's email address, and street address or physical
location of the real property.
NOTE: Your telephone number and/or email address is very important. If there is a question or a problem, the Assessor needs
to be able to contact you.
MAIL PROPERTY TAX INFORMATION TO: Enter the name, address, city, state, and zip code where property tax information should
be mailed. This must be a valid mailing address.
PRINCIPAL RESIDENCE: To help you determine your principal residence, consider (1) where you are registered to vote, (2) the home
address on your automobile registration, and (3) where you normally return after work. If after considering these criteria you are still
uncertain, choose the place at which you have spent the major portion of your time this year. Check YES if the property is intended as
your principal residence, and indicate the date of occupancy or intended occupancy.
DISABLED VETERAN: If you checked YES, you may qualify for a property tax exemption. A claim form must be filed and all
requirements met in order to obtain the exemption. Please contact the Assessor for a claim form.
PART I: TRANSFER INFORMATION
If you check YES to any of these statements, the Assessor may ask for supporting documentation.
C, D, E, F, G: If you checked YES to any of these statements, you may qualify for a property tax reassessment exclusion, which may
allow you to maintain your property's previous tax base. A claim form must be filed and all requirements met in order to obtain
any of these exclusions. Contact the Assessor for claim forms. NOTE: If you give someone money or property during your life, you
may be subject to federal gift tax. You make a gift if you give property (including money), the use of property, or the right to receive
income from property without expecting to receive something of at least equal value in return. The transferor (donor) may be required to
file Form 709, Federal Gift Tax Return, with the Internal Revenue Service if they make gifts in excess of the annual exclusion amount.
H: Check YES if the reason for recording is to correct a name already on title e.g., Mary Jones, who acquired title as Mary J. Smith, is
granting to Mary Jones. This is not for use when a name is being removed from title.
I: Check YES if the change involves a lender, who holds title for security purposes on a loan, and who has no other beneficial interest in
the property.
"Beneficial interest" is the right to enjoy all the benefits of property ownership. Those benefits include the right to use, sell,
mortgage, or lease the property to another. A beneficial interest can be held by the beneficiary of a trust, while legal control of
the trust is held by the trustee.
J! A "cosigner" is a third party to a mortgage/loan who provides a guarantee that a loan will be repaid. The cosigner signs an
agreement with the lender stating that if the borrower fails to repay the loan, the cosigner will assume legal liability for it.
N: This is primarily for use when the transfer is into, out of, or between legal entities such as partnerships, corporations, or limited
liability companies. Check YES only if the individuals and the interest held by each remains exactly the same in each and every parcel
being transferred.
O: Check YES only if this property is subject to a government or nonprofit affordable housing program that imposes restrictions.
Property may qualify for a restricted valuation method (i.e., may result in lower taxes).
P: If you checked YES, you may qualify for a new construction property tax exclusion. A claim form must be filed and all
requirements met in order to obtain the exclusion. Contact the Assessor for a claim form.
PART 2: OTHER TRANSFER INFORMATION
A: The date of recording is rebuttably presumed to be the date of transfer. If you believe the date of transfer was a different date (e.g.,
the transfer was by an unrecorded contract, or a lease identifies a specific start date), put the date you believe is the correct transfer
date. If it is not the date of recording, the Assessor may ask you for supporting documentation.
B: Check the box that corresponds to the type of transfer. If OTHER is checked, please provide a detailed description. Attach a
separate sheet if necessary.
C. If this transfer was the result of an inheritance following the death of the property owner, please complete a Change in Ownership
Statement, Death of Real Property Owner, form BOE-502-D, if not already filed with the Assessor's office.
SFRM0017 (DSI Rev. 02118121)
PART 3: PURCHASE PRICE AND TERMS OF SALE
It is important to complete this section completely and accurately. The reported purchase price and terms of sale are important factors
in determining the assessed value of the property, which is used to calculate your property tax bill. Your failure to provide any required
or requested information may result in an inaccurate assessment of the property and in an overpayment or underpayment of taxes.
A. Enter the total purchase price, not including closing costs or mortgage insurance.
"Mortgage insurance" is insurance protecting a lender against loss from a mortgagor's default, issued by the FHA or a
private mortgage insurer.
B. Enter the amount of the down payment, whether paid in cash or by an exchange. If through an exchange, exclude the closing costs.
"Closing costs" are fees and expenses, over and above the price of the property, incurred by the buyer and/or seller, which
include title searches, lawyer's fees, survey charges, and document recording fees.
C. Enter the amount of the First Deed of Trust, if any. Check all the applicable boxes, and complete the information requested.
A "balloon payment" is the final installment of a loan to be paid in an amount that is disproportionately larger than the regular
installment.
D. Enter the amount of the Second Deed of Trust, if any. Check all the applicable boxes, and complete the information requested.
E. If there was an assumption of an improvement bond or other public financing with a remaining balance, enter the outstanding
balance, and mark the applicable box.
An "improvement bond or other public financing" is a lien against real property due to property -specific improvement
financing, such as green or solar construction financing, assessment district bonds, Mello -Roos (a form of financing that can
be used by cities, counties and special districts to finance major improvements and services within the particular district) or
general improvement bonds, etc. Amounts for repayment of contractual assessments are included with the annual property tax
bill.
F. Enter the amount of any real estate commission fees paid by the buyer which are not included in the purchase price.
G. If the property was purchased through a real estate broker, check that box and enter the broker's name and phone number. If the
property was purchased directly from the seller (who is not a family member of one of the parties purchasing the property), check the
"Direct from seller" box. If the property was purchased directly from a member of your family, or a family member of one of the parties
who is purchasing the property, check the "From a family member' box and indicate the relationship of the family member (e.g., father,
aunt, cousin, etc.). If the property was purchased by some other means (e.g., over the Internet, at auction, etc.), check the "OTHER"
box and provide a detailed description (attach a separate sheet if necessary).
H. Describe any special terms (e.g., seller retains an unrecorded life estate in a portion of the property, etc.), seller concessions (e.g.,
seller agrees to replace roof, seller agrees to certain interior finish work, etc.), broker/agent fees waived (e.g., fees waived by the
broker/agent for either the buyer or seller), financing, buyer paid commissions, and any other information that will assist the Assessor in
determining the value of the property.
PART 4: PROPERTY INFORMATION
A. Indicate the property type or property right transferred. Property rights may include water, timber, mineral rights, etc.
B. Check YES if personal, business property or incentives are included in the purchase price in Part 3. Examples of personal or
business property are furniture, farm equipment, machinery, etc. Examples of incentives are club memberships (golf, health, etc.), ski
lift tickets, homeowners' dues, etc. Attach a list of items and their purchase price allocation. An adjustment will not be made if a detailed
list is not provided.
C. Check YES if a manufactured home or homes are included in the purchase price. Indicate the purchase price directly attributable to
each of the manufactured homes. If the manufactured home is registered through the Department of Motor Vehicles in lieu of being
subject to property taxes, check NO and enter the decal number.
D. Check YES if the property was purchased or acquired with the intent to rent or lease it out to generate income, and indicate the
source of that anticipated income. Check NO if the property will not generate income, or was purchased with the intent of being owner -
occupied.
E. Provide your opinion of the condition of the property at the time of purchase. If the property is in "fair" or "poor" condition, include a
brief description of repair needed.
SFRM0017 (DSI Rev. 02118/21)
eFi 3• �I -�k. .
Enhancing Lives Through Infrastructure
January 12, 2023
Armando Fernandez
Senior Civil Engineer, P. E.
City of Santa Ana
220 S. Daisy Avenue, (M-85)
Santa Ana, CA 92703
VIA EMAIL DELIVERY
Regarding: Flower Well - Right of Way Acquisitions Project
Request for Funds
Dear Mr. Fernandez:
In connection with the Right of Way Acquisition for the Flower Well - Right of Way Acquisitions Project, enclosed
please find the following documents in reference to the request of funds:
e
�Jw
__ '�`4¢�,:�K.
.�° '.ter_.
�,. :;•�,�,
1
008-213-31
206 S. Flower
Marquez Trust
1-Buyers Escrow Instructions (sign and date)
Street, Santa Ana
1-Buyers Estimated Closing Statement
(sign and date) with Wire Instructions
1-PTR Approval (sign and date) with PTR
1-Executed Purchase Agreement dated:
12-09-22
Upon the City's review and approval, we hereby request a wire transfer made payable to:
Commonwealth Land Title Company, Attn. Grace U. Kim
Reference Escrow No; 09185919/APN. 008-213-31
For the amount of,, $781,457.43
Please let us know when the request for funds has been submitted to the Finance Department for approval and
processing. If you have any questions regarding the enclosed, please do not hesitate to contact Kelly Dewitt at
(951) 683-2353.
Sincerely,
Overland, Pacific & Cutler, LLC
Inez Garcia
Project Control Analyst
Enclosure(s)
www.OPCservices.com 12280 Market Street, Suite 200, Riverside, CA 92501
ph 951.683.2353 1 fx 951.683.3901
A-2022-195-03
Commonwealth Land Title Company
re Commonwealth' 4100 Newport Place Dr., Suite 660
Newport Beach, CA 92660
NAIIONA COMMERCW SERVICES Phone: (949) 724-3141
PRELIMINARY REPORT APPROVAL
Escrow Number: 09185919-918-GKD
Title Order Number: 92016415-10 Dated: 12/15/22-V2
Date: January 9, 2023
The undersigned acknowledge that they have read and received a copy of the Preliminary
Report of Title issued by Commonwealth Land Title under the above referenced order
number and hereby approve same in its entirety. The undersigned buyer acknowledges
receipt of a copy of the Covenants, Conditions and Restrictions, if any, as set forth in the
Preliminary Report and hereby approve same:
At the close of escrow, the Policy of Title Insurance issued in connection with this
transaction will contain only the following items: None PLUS
those items that will reflect the documents being recorded through this escrow. The
following items are to be eliminated: Schedule B, Sec B: A. B, 1 through 6.
BUYER:
City of Santa Ana,
a municipal corporation
By: - —N-, — L-
Name• Kristine Ridge Date: 2 04 20 Z
Its: City Manager
Commonwealth Land Title Company
Commonwealth 4100 Newport Place Dr., Suite 120
Newport Beach, CA 9266660
NATIONAL COMMERCIAL SEWCES Phone: (949) 724-3140
Commonwealth Land Title Our File No: 92016415
4100 Newport Place Drive Suite 120 Title Officer: Chris Maziar
Newport Beach, CA 92660 e-mail: TeamMaziar@cltic.com
Phone: (949) 724-3170
Attn: Grace Kim Fax: (949) 258-5740
Your Reference No: 92016415
Property Address: 206 South Flower Street, Santa Ana, CA
PRELIMINARY REPORT (112)
Dated as of December 15, 2022 at 7:30 a.m.
In response to the application for a policy of title insurance referenced herein, Commonwealth Land 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. Limitation on Covered
Risks applicable to the CLTA and ALTA Homeowner's Policies of Title Insurance which establish a Deductible
Amount and a Maximum Dollar Limit of Liability for certain coverages are also set forth in Attachment One.
Copies of the policy forms should be read. They are available from the office which issued this report.
The policy(s) of title insurance to be issued hereunder will be policy(s) of Commonwealth Land Title Insurance
Company.
Please read the exceptions shown or referred to below 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.
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.
Order No: 92016415-920-CMM-CM8
SCHEDULE A
The form of policy of title insurance contemplated by this report is:
CLTA Standard Coverage Policy of Title Insurance (4-8-14)
The estate or interest in the land hereinafter described or referred to covered by this report is:
A FEE
Title to said estate or interest at the date hereof is vested in:
Tom Morrison and Patricia Morrison, Trustees of the Mark Stephen Marquez Trust, held under agreement
dated February 28, 2002
The land referred to herein is situated in the County of ORANGE, State of California, and is described as follows:
SEE EXHIBIT "A" ATTACHED HERETO AND MADE A PART HEREOF
Order No: 92016415-920-CMM-CM8
EXHIBIT "A"
ALL THAT CERTAIN REAL PROPERTY SITUATED IN THE CITY OF SANTA ANA, COUNTY OF ORANGE,
STATE OF CALIFORNIA, DESCRIBED AS FOLLOWS:
THE SOUTH 42.00 FEET OF LOT 5 AND THE NORTH 4.00 FEET OF LOT 4 OF THE PINE STREET, TRACT,
IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AS PER MAP RECORDED IN
BOOK 8, PAGE 59 OF MISCELLANEOUS MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID
COUNTY.
EXCEPT THEREFROM THE WEST 40.00 FEET OF THE SOUTH 42.00 FEET OF SAID LOT 5 AND THE WEST
40.00 FEET OF THE NORTH 4.00 FEET OF SAID LOT 4.
ALSO EXCEPT THAT PORTION THEREOF LYING EASTERLY OF THE WESTERLY LINE OF THE LAND
DESCRIBED IN THE DEED TO THE CITY OF SANTA ANA, RECORDED JANUARY 31, 1975 IN BOOK 11332.
PAGE 1035 OF OFFICIAL RECORDS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.
Assessor's Parcel Number: 008-213-31
Order No: 92016416-920-CMM-CM8
SCHEDULE B — Section A
The following exceptions will appear in policies when providing standard coverage as outlined below:
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.
Order No: 92016415-920-CMM-CM8
SCHEDULE B — Section B
At the date hereof 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:
I st Installment:
2nd Installment:
Penalty and Cost:
Homeowners Exemption:
Code Area:
008-213-31
2022-2023
$355.79, Paid.
$355.79, Open (Delinquent after April 10)
$58.57
None
11-003
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.
Water rights, claims or title to water, whether or not disclosed by the public records.
2. A deed of trust to secure an indebtedness in the amount shown below,
Amount:
$10,000.00
Dated:
August 20, 1986
Trustor/Grantor
John P. Marquez and Margaret E. Marquez, husband and wife
Trustee:
Burrow Escrow Co., a California corporation
Beneficiary:
Sondra J. Goffinet, a married woman
Loan No.:
None shown
Recording Date:
September 8, 1986
Recording No:
86-408669 of Official Records
This Company will require that the original note, the original deed of trust and a properly executed request for full
reconveyance together with appropriate documentation (i.e., copy of trust, partnership agreement or corporate
resolution) be in this office prior to the close of this transaction if the above -mentioned item is to be paid through
this transaction or deleted from a policy of title insurance.
Any demands submitted to us for payoff must be signed by all beneficiaries as shown on said deed of trust, and/or
any assignments thereto. In the event said demand is submitted by an agent of the beneficiary(s), we will require the
written approval of the demand by the beneficiary(s). Servicing agreements do not constitute approval for the
purposes of this requirement.
If no amounts remain due under the obligation a zero balance demand will be required along with the reconveyance
documents.
In addition, we require the written approval of said demand by the trustor(s) on said deed of trust or the current
owners if applicable.
3. Intentionally deleted.
4. Intentionally deleted.
5. Intentionally deleted.
Order No: 92016415-920-CMM-CMB
6. Any invalidity or defect in the title of the vestees in the event that the trust referred to herein is invalid or fails to
grant sufficient powers to the trustee(s) or in the event there is a lack of compliance with the terms and provisions of
the trust instrument.
If title is to be insured in the trustee(s) of a trust, (or if their act is to be insured), this Company will require a Trust
Certification pursuant to California Probate Code Section 18100.5.
The Company reserves the right to add additional items or make further requirements after review of the requested
documentation.
END OF SCHEDULE B EXCEPTIONS
PLEASE REFER TO THE "NOTES AND REQUIREMENTS SECTION' WHICH FOLLOWS FOR
INFORMATION NECESSARY TO COMPLETE THIS TRANSACTION
Order No: 92018415-920-CMM-CM8
REQUIREMENTS SECTION:
Prior to the close of escrow, 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.
Order No: 92016415-920-CMM-CM8
INFORMATIONAL NOTES SECTION
1. The information on the attached plat is provided for your convenience as a guide to the general location
of the subject property. The accuracy of this plat is not guaranteed, nor is it a part of any policy, report or
guarantee to which it may be attached.
2. For wiring Instructions please contact your Title Officer or Title Company Escrow officer.
3. 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.
4. Pursuant to Government Code Section 27388.1, as amended and effective as of 1-1-2018, a
Documentary Transfer Tax (DTT) Affidavit may be required to be completed and submitted with each
document when DTT 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. DTT Affidavits may be
available at a Tax Assessor -County Clerk -Recorder,
5. Note: There are NO conveyances affecting said Land recorded within 24 months of the date of this
report.
6. 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 provisio pertaining to your Title Insurance coverage.
Typist: Dam
Date Typed: December 13, 2021; December 14, 2022