HomeMy WebLinkAboutPELTIER, EDWARD - 1996-07-15 .. .. •of�, V Y~__:T.�1 i' - - ' -. 1 -
°�� CITY OF HUNTINGTON BEACH
Inter-Office Communication
Economic Development Department
DATE: June 12,2000
TO: Gus Duran,Housing/Redevelopment Manager
FROM: Joyce DeKreek,Housing/Redevelopment Consultan
SUBJECT: Research on Loan Forgiveness, 1"Time Home-Buyers Program
Redevelopment Set-Aside,$400,000 and Redevelopment Set-Aside,
$750,000
I have reviewed our records regarding funding of I"Time Home-Buyers Program to
determine the names and amount of assistance which benefited the applicants from the
$400,000 in Redevelopment Set-Aside funds approved by the Redevelopment Agency
(RDA)at their November 1, 1993,meeting and from the$750,000 in Redevelopment
Set-Aside funds approved by the RDA for the Pacific Park Villas at their February 6,
1995 meeting.
The Redevelopment Agency approved nine applicants from the$400,000 allocation in
conjunction with the City's CDBG 1"Time Home-Buyers Program and one additional
applicant for the RDA 1"Time Home-Buyers Program only. The RDA portion of these
loans are Bastou($25,000),Dieckmeyer($23,000),Griffen($25,000),Hoang(S23,000),
Lawson(S23,000),Mslvin($35,000), Otto ($23,000),Quick,S. ($16,717),Quick,T.
($25,000),Rivera H. ($25,000). Quick,T.withdrew from the CDBG loan but maintains
the RDA loan. These loans total$243,717.
The Redevelopment Agency approved fifteen(15)applicants from the$750,000
allocation at Pacific Park Villas(PPV)to participate in the Redevelopment Agency 1s`
Time Buyer Program. The names and amounts are(Carrillo($35,000),Forchione
($35,000),Heckethorn($35,000),Hosseinali($35,000),Hocker($35,000),Lawrence
($35,000), Mureh($35,000), Osterhoudt($35,000),Peltier($35,000),Rivera-Burgess
($35,000),Wallace($35,000),Weinfeld($35,000),Wong($35,000),Krueck($35,000),
Margoles ($35,000). These loans total$525,000.
Four loans(Melkerson/Uniack, Ojeda,Rene/White,Stratton),previously approved by
RDA were not funded.
GToycdintesmcmo Reconaty.doc
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One loan OVallace)was assumed by another qualified buyer(Stay).'
Two applicants have paid their loans: Melvin,paid off his RDA loan 10/21/1997 in the
amount of$40,794.31 and Hoang,paid off his RDA Ioan on 12/21/1999 in the amount of
$47,208.80. A check in the amount of$4,116.57 was issued to Mr.Hoang for
overpayment,reducing the loan repayment to$43,092.23.
These loans accrue simple interest at 5%,due and payable upon sale to anon qualified
buyer and has shared equity.
Cc: Connie Brockway,City Clerk
Paul D'AIessandro,Deputy City Attorney
David Biggs,Director,Economic Development
John Reekstin,Director of Administrative Services
Dan Viilella,Director of Finance
Jake Rahn,Administrative Services
Hank Reveles, Sr.Accountant
Joyce de Kreek,Economic Development
Steve Holtz, Development Specialist
GloyceAntermemo Reconvey.doc
PACIFIC PARK VILLAS ($750,000—RDA)
95-01 (2-1-95) Carillo,Ann $ 35,000 7861 Happy Drive,#102
RDA 12-19-94
95-02 (2-1-95) Lawrence,James and Jeanette $ 35,000 18051 Joyful Lane,#16
RDA 12-19-94
95-03 (2-1-95) Wong,Wesley Chi $ 35,000 7681 Happy Drive,#202
RDA 12-19-94
95-04(2-1-95) Hocker,ChristopherNandereb, Gayle$ 35,000 7681 Happy Drive,#101
RDA 12-19-94
95-06(4-12-95) Rivera,Victor/Burgess,Debra $ 35,000 18061 Joyful Lane,#104
RDA 4-3-95
96-01 (1-24-96) Heckethorne,Sean R Jacquelyn $ 35,000 7871 Happy Drive,#102
RDA 1-16-96
96-02 (3-7-96) Margolis,Peter S 35,000 18651 Joyful Lane,#104
RDA 3-4-96
96-03 ( Weinfeld,Julie $ 35,000 18061 Joyful Lane,#205
'RDA 4-1-96
96-04(7-17-96) PeItier,Edward $ 35,000 ' 7871 Happy Drive,#201
RDA 7-15-96
96-05 (8-7-96) Wallace,Barbara Jo $ 35,000 18051 Joyful bane, 9205
RDA 8-5-96
96-06(8-7-96) Murch, Gregory $ 35,000 18051 Joyful Lane,#102
RDA 8-5-96
97-01 (1-29-97) Krueck,Deborah $ 35,000 18061 Joyful Lane,#101
RDA 1-21-97
97-02 (4-30-97) Osterhoudt,Robert and Kathy $ 35,000 18061 Joyful Lane,#102
RDA
Gfjoycelintemxmo R=nvey.doc
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• 'i•C' :r.�:, it f.;.. i .r pf 'l •x.. -'.(e •`s. • 41 {.t-"_;-S- }.ty`Y•'•,..• t.,}:_• ti.' - f_ fiN4� AIL i• T•'•�` •i-•-••.:`,..% :y�.,;i-.t� .�:~. .. •_ .
97-03 (5-14-97) Hosseinali,Faroukh 3-35,000 18061 Joyful Lane,#201
RDA -
97-04 (7-23-97) Forchine,Richard $ 35,000 18051 Joyful Lane,#201
RDA 7-21-97
1:t TIME BUYER ASSISTANCE(5400,000 RDA)
94-4(2-11-94) Lawson, Sally $ 23,000 409 Utica Avenue VA-1
(RDA 1-18-94)
94-5 (2-11-94) Quick, Shauna $ 16,717 409 Utica Avenue NC-32
(RDA 1-18-94)
94-6 (2-11-94) Dieckmeyer,Barbara $ 23,000 409 Utica Avenue'#B-21
(RDA 2-22-94)
94-8 (2-11-94) Otto,TJShorb R. $ 23,000 409 Utica Avenue NA-7
(RDA 1-18-94)
94-10(2-11-94) Hoang,Tam S 23,000 409 Utica Avenue#D-37
(RDA 2-22-94)
94-11 (5-18-94) Bastou,Valerie $ 25,000 409 Utica Avenue#D-43
(RDA 5-18-94 .
94-12(5-18-94) Quick La Reine,Teresa $ 25,000 409.Utica Avenue#A-9
(RDA 5-18-94)
94-13 (6-23-94) Melvin,Patrick $ 35,000 409 Utica Avenue ffD-39
(RDA 6-20-94)
94-14 (7-27-94) Rivera,Hector&Iciar $25,000 409 Utica Avenue#A5
(RDA 7-18-94)
94-17 (104-94) Griffen,Olga Christina 25,000 � 409 Utica Avenue PC-23
(RDA 9-19-94) $243,717
G:rjoycellntennemo Reconvey.doe
i
OFFICE OF THE CITY CLERK
_ CITY OF HUNTINGTON BEACH
INTER-DEPARTMENT COMMUNICATION
HUNTINGTQN•EACH
TO: Future City Clerks and Deputy City Clerks
FROM: Janelle Case, Deputy City Clerk per Instructions by Connie Brockway, City
Clerk
SUBJECT: Down Payment Assistance Forgivable Loans
DATE: September 16, 1999
The attached documents are included in this file to assist you in the future to determine
the forgiveability of the down payment assistance loans.
DOWN PAYMENT ASSISTANCE PROGRAM
Pacific Parlr Villas
,_�.,�. ._ ._.__�______..��_.�.. _ .._.._.....__, �CounclVAgency
Loan No. Name Property Address _ Amount Date
,/ 95-01 Carillo,Ana 7861 Happy Drive#102 92648 35,000 113195
95-02 Lawrence, James/Jeanette 18051 Joyful Lane#101A 92648 35,000 �r113195
95-03 Wong,Wesley 7861 Happry Drive#202 92648 35,000 1/3195
1/ 95-04 Hocker, Christopher&Vandereb, Gayle 7861 Happy Drive#101 92648 35,000 1/3195
95-0B Rivera, Victor& Burgess, Debra 18061 Joyfu!Lane#!04 92648 35,000 - -413195
96-01 Heckethome, Sean/Jacquelyn 7871 Happy Drive#102 92648 35.000 _ 11_16196
96-02 - Margolis, Peter 18051 Joyful Lane#104 92648- _ __ 35,000 314196
96-03 Wienfeld, Julie 18061 Joyful Lane#205 92648 _35.000 -4/1196
96-04 Peltier, Edward __ _ 7871 Happy Drive#201 92648 r 35.000 7./15/96
98-05 Wallace, Barbara Jo - 18051 Joyful Lane#205 92648 35.000 8/5196
96-06 Murch, Gregory s_. 18651 Joyful Lame#f02'92648 35,000 815196
97-01 Krueck, Deborah J. 18061 Joyful Lane#103 92648 _35,000 _1/21197
97-02 Osterhauelt, Robert/Kathy 18061 Joyful Lane#102 92648 _ _ 35,000 _ 4/30197
97-03 _ Hosseinali, Faroukh _ 18061 Joyful Lane#201 92648 _ 35,000 _ 515/97
97-04 Torchione, Richard 18051 Joyful Lane*201 92648 - 35,000 -- 7/1197 ?
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CITY OF HUNTINGTON BEACH
Inter-Department Communication
TO: Gus Duran,Economic Development
FROM: Gail Hutton,City Attorney
DATE: June 1, 1999
SUBJECT: Determination of Loan Forgiveness
RLS 99-359
INDEX:
BACKGROUND
You have asked far a determination of whether several loans made by the City of Community
Development Block Grant funds, for the first time home buyer down payment assistance
program, are forgivable.
ISSUE
Are the nine loans forgivable?
ANSWER
Yes, if they were funded with the first S 100,000 appropriated for this program.
ANALYSIS
As part of the 1993-94 CDBG program the City Council approved$100,000 as a pilot program
to provide down payment assistance to moderate income households.
We have reviewed several RCAs submitted by your department to the City Council for
implementation of this program. The RCAs we reviewed were the originals in the City Clerk's
office. From our review of these documents,we have developed the following chronology:
10125/93:The City Council approved sample loan documents and four participants: Diane
Culaciati,Michele Tullock, Osman Taban,and Caroline Sutherland in the total amount of
$40,475. (RCA attached hereto as Attachment 1).
1 ,
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11/15/93:The City Council was requested to approve and additional S100,000 in CDBG funds
for the program. The Council deferred the item to December 6, 1993. (RCA attached hereto as
Attachment 2). -
12/6193: The City Council approved three more participants in the original program: Michelle
Schmaderer, Carol Kanarski, and Nicholas Kormeluk. The amounts of their loans are not listed!
(RCA attached hereto as Attachment 3.)
12/20/93,Item E-17:The City Council approved an additional participant in the program,David
Dixson, for the amount of S 10,000, and increased the amount for participant Nicholas Kormeluk
from S8,600 to S10,600. (RCA attached hereto as Attachment 4.)
12/20193, Item F-2:The City Council approved an additional S100,000 for the program,but
changed the program to require repayment of these additional funds. There are two important
attachments to this RCA. The first is entitled"Approved Participants,"and lists the following
six participants: Culiaciati,Taban, Sutherland,Schmaderer,Kanarski,and Kormeluk, in the total
amount of$61,952?
The second important document attached to this RCA is the list of"Pending Participants." It
shows eight more participants in the total amount of S59,100. It is not determinable from this
RCA whether these persons were intended to be in the grant program or the loan program, and
we do not know when, if ever,these participants were actually approved.
1/3/94:The City Council approved three more participants in the original,non-repayment
program:Judy Young,Treva Love, and Ellen Ommondson, in the total amount of S31,000.
When added to the previously committed amount of$73,952, the total amount of funds
committed is S 104,952. This exceeds the original S 100,000 appropriated for the original,non-
repayment program. The analysis portion of this RCA states that"the approvals herein will be
the first funded with the new appropriation,"which implies that at least a portion of the funds
used for these participants were part of the funds that were conditioned for repayment, as
opposed to the original,non-repayment funds. However,the total numbers listed are roughly
consistent with the original S100,000 set aside for the grant program. The total amount of loan
funds used is less than$5,000. (RCA attached hereto as attachment 5).
Our review of the above documents and chronology of events indicates that the Council did not
intend to require repayment of the original$100,000 appropriation. Clearly, then,the Ioans
made to Culiaciati,Taban, Sutherland,Schmaderer,Kanarski,Dixson and Kormeluk are
forgivable,because they were funded using$73,952 of the first$100,000 appropriation.
The problem is presented by the transactions with Young,Love, and Ommondson. -We believe
that the Council's intent was to not require repayment from these participants. Unfortunately,
there was only$26,048 of the original,non-repayment funds available to these participants, and
collectively,they received$31,000. Thus, a small portion of the funds used for these
Note that an attachment to this RCA lists ten approved participants. Since the dates listed are after the Council
meeting of 1216/93,we believe that this list has been erroneously added to the 12/6/93 RCA.
2 Please note that earlier during the same meeting,the Council had also approved David Dixson for S10,000,and an
additional$2000 for Kormeluk. Thus the amount committed from the original S 100,000 was actually S73,952.
2
4/s:4-991%Semos:Duran527
participants must have come from the second S100,000, which the Council appropriated with the
condition that the loans be repaid, not forgiven.
CONCLUSION
There are ttivo conflicting Council actions. The Council's intent was to include participants
Young, Love and Ommondson in the original, forgivable loan program. However, it appears that
a portion of the funds actually used for the loans to Young,Love and Ommondson were from the
second appropriation of funds,which included a repayment condition. Therefore,eve
recommend that the Council clarify this conflict by approval of an RCA that forgives the loans
made to Young,Love and Ommondson.
! z
Gail Hutton
City Attorney
3
4.'s:4-99�1emos:DuranS27
t ;
CounciVAgency Meeting Held: 5-1 -9`'
Deferred/Continued to: 6 feu
�(Approved ❑ Conditionally Approved ❑ Denied City Clerk's ignature C.84Wct
Af' kN o r
Council Meeting Date: May 17, 1999 Department ID Number: ED 99-29
CITY OF HUNTINGTON BEACH
REQUEST FOR REDEVELOPMENT AGENCY ACTION
SUBMITTED TO: HONORABLE CHAIRMAN AND REDEVELOPMENT AGENCY
MEMBERS
SUBMITTED BY: RAY SILVER, Executive Directo W—
PREPARED BY: DAVID C. BIGGS, Economic Development Director)p
c,
a
SUBJECT: Authorize the Transferability of 15 Pacific Park Villas Down
Payment Assistance Loans—Approve and Authorize Execution
of Documents
Statement of Issue,Funding Source,Recommended Action,Alternative Action(s),Analysis,Environmental Status,Attachment(s)
Statement of Issue: Currently, the down payment assistance loans made by the
Redevelopment Agency for Pacific Park Villas must be individually approved by the City
Council. In order to facilitate transfers of these loans, staff is requesting that the
Redevelopment Agency establish procedures for administrative approval of these
3 transactions.
Fundinq Source: None as a result of this action. ,
Recommended Action: Motion to:
1. Authorize the Executive Director and the Agency Clerk to execute on behalf of the
Redevelopment Agency any and all documents necessary to transfer to new low and
moderate-income homebuyers the Down Payment Assistance Loans made by the
Agency at the inception of the Pacific Park Villas project. See Attachment No. 3 "List of
Down Payment Assistance Borrowers at Pacific Park Villas." (All documents to be
approved as to form by the Agency Counsel).
2. Authorize the Executive Director and Agency Clerk to execute on behalf of the
Redevelopment Agency any and all documents necessary to subordinate or to reconvey
the Agency loans (notes and deeds of trust), as these home owners refinance, sell their
homes or meet their loan obligations, as stated in their notes and deeds of trust. See
Attachment No. 3 "List of Down Payment Assistance Borrowers at Pacific Park Villas."
(All documents to be approved as to form by the Agency Counsel).
i
REQUEST FOR REDEVELOPMENT AGENCY ACTION
MEETING DATE: May 17, 1999 DEPARTMENT ID NUMBER: ED 99-29
Alternative Action(s): The Redevelopment Agency can retain the authority to
approve the transferability of each and every Down Payment Assistance Loan made on
this project. The number of loans originated for this project was 16 loans. This means that
each and every time, Agency staff will have to prepare a Request for Agency Action,
thereby increasing staff time and costs. It will also delay the ability the sellers and buyers
to close escrow quickly. In some cases the delays could cause undue hardship and cause
the sale of properties to fall out of escrow.
Analysis: In 1996, the Redevelopment Agency made 15 Down Payment Assistance
Loans to low- and moderate-income homebuyers purchasing dwellings at the Pacific Park
Villas residential project located near Talbert and Beach. The purpose of these loans were to
expedite the sales of homes in the Pacific Park Villas project and simultaneously meet the
Redevelopment Agency's obligation to assist low and moderate income persons with 20%
Set Aside Funds, as required by Redevelopment Law.
The loans made to these homebuyers were meant to be transferable to other low and
moderate-income familiE.-s. The City Attorney's Office has been requested to make a
determination of the transferability and has rendered a decision indicating that the loans are
transferable to other homebuyers that meet the income qualification of having incomes below
120% of the median income for Orange County. (See attached memorandum from the City
Attorney's Office).
Some of these homebuyers are now ready to move on with their lives and are desirous to sell
their properties. To facilitate the closing of escrows without significant delays to sellers and
buyers, the Economic Development Department is requesting that the Redevelopment
Agency Board authorize the Executive Director and the City Clerk to administratively manage
the transferability of these loans. This will permit the Executive Director to execute
documents without having to come the Agency Board on each and every loan, especially
since these loans were prepared with the identical notes, deeds of trust and Covenants,
Conditions and Restrictions (CC&R's). The City Attorney's Office has provided an opinion on
the loans' transferability.
Environmental Status: N/A
ttachment s :
: City Clerk's':
-
1. City Attorneys Office Memorandum.
2. Sample Loan Documents.
3. 1 List of Down Payment Assistance Borrowers at Pacific Park Villas.
RCA Author: Gus Duran X1529
RCAPPV.DOC -2. 05105199 9:34 AM
J �
City Attorne 's Office Memorandum
Flo-in
CITY OF HUNTINGTON BEACH a
Inter-Department Communication
TO: David Biggs, Director of Economic Development
FROM: Gall Hutton, City Attorney
DATE: April 26, 1999
SUBJECT: Wallace Loan Documents
You have asked several questions concerning the Wallace loan documents.
1. Is the loan transferable?
A. Yes,with the Agency's prior written consent. See Section 18 of the Loan
Agreement.
2. What are the income limits for purchasers?
A. No greater than 120%of median income (moderate income)pursuant to Section 9
of the Loan Agreement.
3. Does the new buyer need to meet the income requirements of the CC&Rs?
A. Yes.
4. Is the Equity Shxe payable if the buyer qualifies under the CCB:Rs?
A. Yes.
5. Can the interest be forgiven if the property's fair market value does not exceed S%per
year?
A. No, unless the Agency approves forgiving the interest.
6. Should the Equity be calculated minus the selling expenses?
A. No.
Please contact me if you have any further questions.
1
Gail Hutton
City Attorney
4Is:4-99N1emos:8iggs426
3
CITY OF HUNTINGTON BEACH
Inter-Office Communication
Economic Development Department
TO: Gail Hutton, City Attorney
Paul D'Alessandro,Deputy City Attorney
FROM: David C.Biggs,Director of Economic Development
DATE: April 20, 1999
SUBJECT: First Time Home Buyer Loan for Barbara Jo NVallace
Yesterday, April 19, 1999, Gus Duran, the Department's Housing and Redevelopment
Manager met with Ms. Barbara Jo Wallace, her real estate agent and other property
owners of the Pacific Park Villas project to discuss their-concerns regarding First Time
Homebuyer loans made to them by the Redevelopment Agency. As you may recall, at a
previous City Council meeting, hlr. Bob Osterhoudt made a plea to the City Council
requesting assistance for the property owners of this complex. In addition, Ms. Wallace
has written to the Mayor and the City Attorney (April 2, 1999) requesting the
Redevelopment Agency's assistance in resolving her needs to sell her property with the
Agency's assistance.
The Economic Development Department is ready and willing to help Ms. Wallace and
the other property owners sell their homes,as they need to move on with their lives when
they desire,but we are in need of a legal opinion regarding the following issues: -
1. Is the loan made to Ms. Wallace, which is similar to those made to the
other buyers of Pacific Park Villas,transferable?
2. What are the income limit requirements for the purchasers of these homes
when a property ov.ner sells his/her home? (See attached 1999 Orange
County Affordable Housing Woiksheet issued "by the law firm of
Stradling, Yocca, Carlson&Rauth.)
3. Does a new buyer need to meet the�income requirements established in the
CC&R's?
4/20/99:Gus Duran:HoudevMALLACE
i L
4. Is the "Equity" payable if the sell:rs sell their home to a buyer that meets
the income requirements established in the Note and the CCRR's?
5. Can the interest be forgiven if the property's "fair market value"does not
exceed 5%per year?
6. Should the "Equity" be calcu?aced minus the selling expenses (See
Section 4A of Loan Agreement)"
We are requesting an immediate opinion on these issues, as Ms. Wallace has already
purchased a home in the State of Washington and has a pending sale of her property in
Huntington Beach in the works, subject to the Agency's determination on these issues. At
the moment, her pending sale is being held up because neither the seller, nor the buyer
kno%vs what to do with the information on the nate and deed of trust, or the CC&R's.
Attached are copies of Ms. Wallace's documentation.These are the following;
1. Loan Agreement to Ms. Wallace from the Redevelopment Agency.
2. Promissory Note
3. Deed of Trust with Assignment of Rents
4. Lending Instructions
5. Certificate of Proposed Transferee
6. Declaration of Conditions, Covenants and Restrictions for Property
4R0.99Zus Duran:ttoudev:WALLACE
1 '
J t
Sample Loan Documents
LOAN AGREEMENT
THIS LOAN AGREEMENT (the "Agreement") is made this 5tf,. day of
_. 19�by and between BARBARA JO WALLACE ("Participant") and the
RED VELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH, a public body
corporate and politic (the "Agency").
RECITALS
A. Participant has entered into an agreement (the "Purchase Agreement") to purchase
that certain real property commonly known as 19051 Joyful Lane 4205 Huntington Beach,
California, and more particularly described in Exhibit A attached hereto and incorporated herein
(the "Property")-
B. Participant requires assistance to purchase the Property and would not be able to
purchase the Property without such assistance. Participant is a person or family of low or
moderate income and currently earns less than 120% of the current annual median income for the
Orange County area, as those terms are defined by California Health and Safety Code
Section 50093.
C. Participant has represented to the Agency that Participant and Participant's
immediate family intend to reside in the Property at all times throughout the term of this
Agreement.
D. The Agency desires to assist persons of low and moderate income to purchase
residential property to increase, improve, and preserve low and moderate income housing
available at an affordable:housing cost within the City of Huntington Beach(tile "City").
E: The Agency wishes to lend, and Participant wishes to borrow, Program funds to
assist Participant to purchase the Property upon the terms and conditions set forth herein.
NOW,THEREFORE, for good and valuable consideration the parties agree as follows:
1. Agency oan. The Agency shall Ilan to Participant (the"Agency Loan")the
amount of Thirty-five Thousand Dollars ($35,000.00) subject to the conditions and restrictions
set forth herein and those set forth in the Promissory Note and the Disclosure Statement for the
Program. The Agency Loan shall be paid to the seller of the Property(the "Seiler") by the
Agency through deposit of the Agency Loan proceeds into escrow with
TIEKPO ESCRaq, INC., A CALIFORNIA OORPa=ION (the "Escrow Agent") (Escrow
No. _9442—e ). The Agency shall direct the Escrow Agent to apply the proceeds
of the Agency Loan on behalf of Participant to the purchase price of the Property, and, at
Participant's election, to the costs of closing, escrow fees, recording fees, loan points and fees,
and/or document fees. At such time, Participant shall execute and deliver to the Agency a
Loan Agreement
Page 1 of S
41skG:4.96-Agrcc-.W iltacc:loanagra:
R L,S 96.523
7l26►96
promissory note in favor of the Agency as holder, in the amount of the Agency Loan, with simple
interest at five percent (5%) per annum, due in thirty(30)years and payable upon the earlier sale,
refinancing or transfer of the Property, substantially in the form of the "Promissory Note"
attached hereto as Exhibit B and incorporated herein. Participant shall also execute and deliver to
the Agency a second deed of trust encumbering the Property which shall secure the Promissory
Note (the "Agency Deed of Trust"), in the form of Exhibit C attached hereto and incorporated
herein.
2. Maintenance of Property. Participant shall maintain the improvements on the
property in a manner consistent with community standards and in a manner which will uphold the
value of the Property, and shall keep the Property free from any accumulation of debris and waste
materials. Participant agrees to comply with any and all covenants and agreements established by
any homeowner's association or other regulatory entity recognized by area property owners and
comply with all applicable federal, state and local laws.
3. Due on Sate Transfer or Refinancin Participant agrees to notify the
Agency not less than thirty(30) days prior to (i)the sale or transfer of the Property or(ii) any
refinancing of the lien of the Agency Deed of Trust or any lien to which the lien of the Agency
Deed of Trust is subordinate(the "First Mortgage"). The Agency Loan and all interest accrued
thereon shall be due and payable upon (i) such sale or transfer, (ii) the refinancing of the First
Mortgage for a loan amount in excess of the then current loan balance or for an amortization
period longer than the loan secured by the First Mortgage, or(iii)Participant is no longer an
occupant of the Property pursuant to Section 5 of this Agreement or is in material default of any
other obligation pursuant to this Agreement. At the request of Participant, the Agency may, in its
sole discretion, waive the requirements of this Section 3 and extend the term of the Agency Loan.
4. Equity Sharing. In the event that the Agency Loan becomes due and payable
prior to the thirtieth anniversary of the date of this Agreement, Participant shall pay to Agency
concurrently with such sale, transfer or refinancing, an amount equal to the "Equity Share
Amount." The Equity Share Amount shall be determined by applying a percentage factor (the
"Applicable Factor") to the difference between the Sales Price and the Purchase Price(defined
below) as follows:
I. Prior to fifth anniversary
of the Agency Deed of Trust: fifty percent(50%)
2. After fifth anniversary but
prior to sixth anniversary: forty-eight percent(48%)
3. After sixth anniversary but
prior to seventh anniversary forty-six percent (46%)
4. After seventh anniversary but
prior to eighth anniversary: forty-four percent(44%)
Loan Agreement
Page 2 of 8
JILS 96-523
7nG/9G
5. After eighth anniversary but
prior to ninth anniversary: forty two percent (42%)
6. After ninth anniversary but
prior to tenth anniversary: forty percent (40%)
7. After tenth anniversary but
prior to eleventh anniversary: thirty-eight percent (38%)
8. After eleventh anniversary but
prior to twelfth anniversary: thirty-six percent (36%)
9. After twelfth anniversary but
prior to thirteenth anniversary: thirty-four percent (34%)
10. After thirteenth anniversary but
prior to fourteenth anniversary: thirty-two percent (32%)
11. After fourteenth anniversary but
prior to fifteenth anniversary: thirty percent (30%)
12. After fifteenth anniversary but
prior to sixteenth anniversary: twenty-eight percent (28%)
13. After sixteenth anniversary but
prior to seventeenth anniversary: twenty-six percent (26%)
14. After seventeenth anniversary but
prior to eighteenth anniversary: twenty-four percent (24%)
15. After eighteenth anniversary but
prior to nineteenth anniversary: twenty-two percent (22%)
16. After nineteenth anniversary but
prior to twentieth anniversary: twenty percent (20%)
17. After twentieth anniversary but
prior to twenty-first anniversary: eighteen percent (18%)
19. After twenty-first anniversary but
prior to twenty-second anniversary: sixteen percent (16%)
19. After twenty-second anniversary but
prior to twenty-third anniversary: fourteen percent (14%)
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20. After twenty-third anniversary but
prior to twenty-fourth anniversary: twelve percent (12%)
21. After twenty-fourth anniversary but
prior to twenty-fifth anniversary: ten percent (10%)
22. After twenty-fifth anniversary but
prior to twenty-sixth anniversary: eight percent (8%)
23. After twenty-sixth anniversary but
prior to twenty-seventh anniversary: six percent (6%)
24. After twenty-seventh anniversary but
prior to twenty-eighth anniversary: four percent (4%)
25. After twenty-eighth anniversary but
prior to twenty-ninth anniversary: two percent (2%)
26. After twenty-ninth anniversary but
prior to thirtieth anniversary: one percent (1%)
27. Auer thirtieth anniversary: zero percent (0%)
The "Purchase Price" is the price paid by the Participant to the Seller for Seller's interest in
the Property, exclusive of escrow fees, title insurance costs,broker's commissions, loan fees or
any other closing or transaction costs.
The actual cost to Participant of all capital improvements to the Property made while
Participant owned the Property may be added to the Purchase Price if Participant complies with
the following:
No capital improvements which cost more than two thousand five hundred dollars
($2,500) shall be added to the Purchase Price unless within sixty(60)days following completion .
of such capital improvements to the Property Participant shall send the following to the Agency:
(i)an itemized list of the improvements, (ii)proof of completion of the improvements, and (iii)
evidence of the cost of the improvements. The costs incurred by the Participant for capital
improvements which cost less than two thousand five hundred dollars ($2,500) shall be added to
the Purchase Price upon Participant's submission of evidence of such costs to the Agency, in a
form reasonably satisfactory to the Agency, prior to the due date of the Agency Loan.
The "Sales Price" is the price paid by the Buyer of the Property to Participant for
Participant's interest in the Property, exclusive of escrow fees, title insurance costs,broker's
commissions, loan fees or any other closing or transaction costs.
Loan Agreement
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A. Equity Share Upon-Sale or Transfer. The Equity Share Amount shall be
payable to the Agency upon sale or transfer of the Property to a person or persons (the "Buyer")
whose income exceeds 120% of the current annual median income for the Orange County area. If
the Buyer does not submit an income verification statement to the Agency, the Buyer shall be
deemed to exceed such income limit. If the Buye.does not exceed the aforesaid income limit, the
Equity Share Amount shall not become payable.
B. Eguity Share Upgn Refinancing or Fail re to occupy. The Equity
Share Amount shall be payable to the Agency upon a refinancing, failure to occupy the Property
or material breach of any other provision of this Agreement which causes the Agency Loan to
become due and payable. The Sales Price for purposes of determining the Equity Share Amount
shall be determined by an appraisal of the Property. The A ency shall appoint a certified,
independent,'appraiser to conduct an appraisal of the Property, at Participant's expense. and
PEMCIPant agrdes at in such event the Equity Share Amount shall be the Applicable Factor
multiplied by the difference between the Purchase Price and the appraised value of the Property as
of the time of such refinancing. This Agreement shall be terminated upon the Participant's
repayment of the Agency Loan and payment of the Equity Share Amount as provided in this
Agreement.
C. Expiration of Equity Share ffiligation. In the event the Participant
does not sell or transfer the Property, does not fail to occupy the Property, does not refinance, or
is not in material breach of any other provision of this Agreement before the Thirtieth anniversary
of the date of this Agreement, the Participant shall have no obligation to pay the Equity Share
Amount to Agency upon any later sale, transfer or refinancing.
5. Occupant Sty andards.The Property shall be used as the personal residence of
Participant and Participant's immediate family and for no other purpose. Participant shall not
enter into an agreement for the rental or lease of the Property.
G. Income Informati n. Participant has submitted an eligibility verification form to
the Agency prior to execution of this Agreement. Participant represents and warrants to the
Agency that all information Participant has provided and will provide in the future is and will be
true, correct and complete. Participant acknowledges that the Agency is relying upon
Participant's representations that Participant's income does not exceed 120% of the area median
income and would not have entered this Agreement if Participant's income exceeded 120% of the
area median income.
7. Loan Servicing;. The Agency may contract with a private lender to originate
and service the Agency Loan.
8. Participant Financin . Participant shall obtain financing for the purchase of the
Property from the Southern California Home Financing Authority or a reputable institutional
lender approved by the Agency(the "Lender"). The lien secured by the Agency Deed of Trust
Loan Agreement
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shall only be subordinated to a first lien on the Property held by the Lender or Lender's assigns.
In addition, not less than three percent (3%) of the Purchase Price of the Property shall be paid in
cash from Participant's own resources and not from the proceeds of loan.
9. Covenants. Participant and the Agency shall execute and have recorded in the
Official Records of Orange County, California, a"Declaration of Conditions, Covenants and
Restrictions for Property," substantially in the form of Exhibit D attached hereto and incorporated
herein, in which Participant agrees that the Property shall only be owned by Participant or other
persons or families of low or moderate income available at an affordable housing cost, as those
terms are defined in California Health& Safety Code Sections 50093 and 50052.5, and that
Participant shall not discriminate against any person or group of persons on the basis of race,
color, religion, sex, marital status, national origin or ancestry. Such covenants shall run with the
land, in favor of the Agency and the City.
10. Non-Waiver. Failure to exercise any right the Agency may have or be entitled to,
in the event of default hereunder, shall not constitute a waiver of such right or any other right in
the event of a subsequent default.
l 1. Indemnification. The Participant shall defend, indemnify and hold harmless
the Agency and the City of Huntington Beach and their respective officers, agents, employees,
representatives and volunteers from and against any loss, liability, claim or judgment relating in
any manner to the Property or this Agreement. The Participant shall remain fully obligated for the
payment of property taxes and assessments related to the Property. There shall be no reduction in
taxes for Participant, nor any transfer of responsibility to the Agency or the City to make such
payments, by virtue of the Agency Loan.
12. Defaults. Failure or delay by either party to perform any term or provision of
this Agreement which is not cured within thirty(30)days after receipt of notice from the other
party constitutes a default under this Agreement;provided, however, if such default is of the
nature requiring more than thirty (30) days to cure,the defaulting party shall avoid default
hereunder by commencing to cure within such thirty(30)day period and thereafter diligently
pursuing such cure to completion. The party who so fails or delays must immediately commence
to cure, correct, or remedy such failure or delay,and shall complete such cure, correction or
remedy with diligence.
i
The injured party shall give written notice of default to the party in default,
specifying the default complained of by the injured party. Except as required go protect against
further damages, the injured party may not institute proceedings against the party in default until
thirty(30)days after giving such notice. Failure or delay in giving such notice shall not constitute'
a waiver of any default, nor shall it change the time of default.
13. ' Documents. Participant is aware that the Agency has prepared certain
documents to implement the Program and secure repayment of the Agency Loan. Participant has
reviewed and agrees to execute the following documents prior to receiving the Agency Loan:
Loan Agreement
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(a). DiscIosure Statement;
(b) Promissory Note;
(c) Agency Deed of Trust; and
(d) Declaration of Conditions, Covenants and Restrictions of Property..
Participant agrees and acknowledges that the Agency Deed of Trust and the
Declaration of Conditions, Covenants and Restrictions of Property shall be recorded with the
County Recorder of the County of Orange and shall appear of record with respect to and as
encumbrances to the Property.
14. Further Assurances. The Participant shall execute any further documents
consistent with the terms of this Agreement, including documents in recordable form, as the
Agency shall-from time to time find necessary or appropriate to effectuate its purposes in entering
into this Agreement and making the Agency Loan.
15. Governing Law. This Agreement shall be governed by the laws of the State
of California. Any legal action brought under this Agreement must be instituted in the Superior
Court of the County of Orange, State of California, in an appropriate municipal court in that
county, or in the Federal District Court in the Central District of California.
. 16. Amendment of Agreement. No modification, rescission, waiver, release or
amendment of any provision of this Agreement shall be made except by a written agreement
executed by the Participant and Agency.
17. AP,AP
,enMMay Assign. Agency may, at its option, assign its right to receive
repayment of the loan proceeds without obtaining the consent of the Participant.
18. Participant Assignment Prohibited. In no event shall Participant assign or
transfer any portion of this Agreement without the prior express written consent of the Agency,
which consent may be given or withheld in the Agency's sole discretion. No assumption of the
Agency Loan shall be permitted at any time. This section shall not prohibit the Agency's right to
assign all or any portion of its rights to the loan proceeds hereunder.
19. Entire Agreement. This Agreement constitutes the entire understanding and
agreement of the parties. This Agreement integrates all of the terms and conditions mentioned
herein or incidental thereto, and supersedes all prior negotiations, discussions and previous
Loan Agreement
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agreements between the Agency and the Participant concerning all or any part of the subject
matter of this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day and
year written below.
"PARTICIPANT"
Date: AUGUST 13, 1996 , 19 By: 1✓c�LG /Ltt v (G,, �iec.Cr
Printed Name:
' Date: 19 By:
Printed Name:
Date: , 19 By:
Printed Name:
THE REDEVELOPMENT AGENCY OF
THE CITY OF HUNTINGTON BEACH,
a public body corporate and politic
Date: 19 By: zi.c
Chairman
ATTEST: APPROVED AS TO FORM:
Agency Clerk %� •Agency Counsel
REVIEWED AND APPROVED: ,IMTIATED AND APPROVED:
Executi a irector Director of Economic evelopment
Loan Agreement
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y, ti
EXHIBIT A
LEGAL DES RIPTIM4 OF PROPERTY
PARCEL 1: y
An undivided one twenty second (1/22) fee simple interest as a tenant in common in and to 6
all of the Common Area defined in Declaration referred to below and described in the
condominium Plan ("Plan") for Lot 1 of Tract Ila. 14828, which Plan was recorded on August
25, 1994 as Instrument No. 94-0525335 of official Records of orange county, over Lot 1 of
Tract No. 14828, in the City of Iiuntington Beach, county of orange, state of california, ;
as per nap filed in Book 706, Pages 27 to 29 of m1scellaneous maps, in the office of the
County Recorder of said county.
petroleum, asphaltum, gas, minerals and other h ,
Excepting therefrom all oil., p r hydrocarbon
P • Y
substances, as reserved in deed recorded August 16, 1921 in Book 401, Page 356 of Deeds,
and in various other deeds of record.
PARCEL 2:
,
[snit tlo. 22 consisting of certain airspace and surface elements, as shown and described in i
the Condominium Plan referred to in Parcel I above. `
Parcel 3:
non-exclusive easements for access, ingress, egress, use, enjoyment, drainage,
encroachment, support, maintenance, repairs and, for other purposes, all as described in
that certain Declaration of covenants, conditions and Restrictions and Reservation of
Easements for Pacific Park Villas, recorded August 25, 1994 as Instrument No. 94-0525336
of official Records.
Parcel 4:
ExclLsive easements appurtenant to Parcels 1 and 2 referred to above, for balcony or patio
purposes, over the areas defined, depicted and assigned on the Plan.
Exhibit A to Loan Agreement
Page I of l
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• i • 1 '
EXHIBIT B
PROMISSORY NOTE
S 35 000.00 Huntington Beach, California
ACK;USr 5TU • 19 96
FOR VALUE RECEIVED, the undersigned ("Maker") promises to pay to The
Redevelopment Agency of the City of Huntington Beach("Holder") at 2000 Main Street, P.O.
Box 190, Huntington Beach, California 92648, or at such other address as Holder may direct
from time to time in writing, Thirty-five Thousand Dollars ($35,000.00) (the "Note Amount")
together with interest thereon at the rate set forth herein. All sums hereunder shall be payable in
lawful money of the United States of America and all sums shall be credited first to interest then
due and the balance to principal.
1. Interest Rate
Simple interest shall accrue on the Note Amount at a rate of five percent(5.00%) per
annum. If the fair market value of the Property does not increase at least five percent (5.00%) per
annum, the accrued interest on the Note Amount shall be forgiven by the Holder.
2. Maturity Date
The balance of all unTaid principal and accrued interest shall be due and payable on
AUGUST 5TH , 20 6 (thirtieth (30th) anniversary date of this Promissory Note).
3. Acceleration
The whole of the Note Amount plus accrued interest and all other payments due
hereunder shall become due and be immediately payable to the Holder by the Maker upon the
occurrence of any one of the following events:
(a) Maker sells or otherwise transfers title to the Property;or,
(b) Maker refinances any lien or encumbrance to which the Agency Deed of
Trust is subordinate for a loan amount which is in excess of the then current loan balance
of such prior lien or extends the amortization period of the loan secured by such prior lien;
or
(c) Maker fails to occupy the Property or to perform any obligation under the
Agreement (as hereinafter defined).
"Exhibit B" to Loan Agreement
Pagel of 3
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4. Security for Note
This Promissory Note shall be secured by a second deed of trust encumbering the Property
(the "Agency Deed of Trust"), executed by Maker as Trustor in favor of Holder as Trustee.
5. Prepayment of N teAmount
Maker may prepay to Holder the full Note Amount, together with simple interest thereon
at a rate of five percent (5.00%) per annum, at any time prior to the due date of the Note
Amount.
5. I, an Agreement
This Promissory Note is made and delivered pursuant to and in implementation of Loan
Agreement entered by and between the Holder and the Maker dated AUGUs'r 5,
l9 (the "Agreement"), a copy of which is on file as a public record with the Holder and is
incorporated herein by reference. The Maker acknowledges that but for the execution of this
Promissory Note,the Holder would not enter into the Agreement or make the loan contemplated
thcrein. Unless definitions of terms have been expressly set out at length herein, each term shall
have the same definition as set forth in the Agreement.
7. Holder May AuLpn
Holder may, at its option, assign its right to receive payment under this Promissory Note
without necessity of obtaining the consent of the Maker.
S. Maker Assignment Prohibit
In no event shall Maker assign or transfer any portion of this Agreement without the prior
express written consent cf the Holder, which consent may be given or withheld in the Holders
sole discretion. Likewise, no assumption of the Agency Loan shall be permitted at any time. This
Section shall not prohibit the Holder's right to assign all or any portion of its rights to the loan
proceeds hereunder.
9. Attorneys'Fees and Costs
In the event that any action is instituted to enforce payment under this Promissory Note,
the Maker promises to pay such sums as a court may fix for court costs and reasonable attorneys'
fees.
10. Non-Waiver
Failure or delay in giving any notice required hereunder shall not constitute a waiver of
any default or late payment, nor shall it change the time for any default or payment.
"Exhibit B" to Loan Agreement
Page 2 of 3
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IL Successors Bound'
i This Promissory Note shall be binding upon the parties hereto and their respective heirs,
successors and assigns.
"M,&K ER"
By: 9o!
Printed Name: RAMIARA Jo WALLA,
By:
Printed Name:
By:
.z
Printed Name:
i
I
"Exhibit B" to Loan Agreement
Page 3 of 3
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RECORDING REQUESTED BY )
AND WHEN RECORDED RETURN TO: )
Redevelopment Agency of the City of }
Huntington Beach )
2000 Main Street )
Huntington Beach, California 92648 }
Attn: Agency Clerk )
f Spacc Above This Line For Rccordces Use)
This document is exempt from
recording fees pursuant to
Government Code Section 6103.
DEED OE TRUST T WITH ASSIGNMENTS OF RENTS
THIS DEED OF TRUST is made this ST11 day of AUG. , 19,96. by and among
BARBARA JO WALLACE, whose address is 18051 Joyful Lane, 9205, Huntington Beach,
California (the "Trustor") and THE CITY OF HUNTINGTON BEACH, a municipal corporation
(the "Trustee") and THE REDEVELOPINIENT AGENCY OF THE CITY OF HUNTINGTON
BEACH, a public body corporate and politic(the"BENEFICIARY"), whose address is
2000 Main Street, Huntington Beach, California 92648.
WITNESSETH: That Trustor Irrevocably Grants, Transfers and Assigns, to
Trustee, in Trust, with Power of Sale, that property in the City of Huntington Beach, County of
Orange, State of California, described legally in the Legal Description attached hereto as Exhibit
"A" and incorporated herein.
TOGETHER WITH: (a)all buildings, improvements and fixtures, now or
hereafter placed thereon, it being understood and agreed that all classes of property attached or
unattached used in connection herewith shall be deemed fixtures, (b) rents, issues and profits
thereof, (c) any water rights and/or stock are appurtenant or pertain to said land, and (d) all sums
of money payable on the purchase price of said property secured by a lien thereon or payable
under any agreement for the sale thereof, SUBJECT, HOWEVER, to the right, power and
authority hereinafter given to and conferred upon Beneficiary to collect and apply such rents,
issues and profits, and all sums of money payable on the purchase price of said property secured
by a lien thereon or payable under any agreement.
"Exhibit C" to Loan Agreement
Page i of 15
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A. FOR THE PURPOSE OF SECURING:
1. Payment of the sum of Thirty-five Thousand Dollars(535,000.00) with interest
thereon according to the terms of a Promissory Note of even date herewith, made by Trustor,
payable to the order of the Beneficiary and extensions or renewals thereof.
2. Payment of such additional sums with interest thereon as: (a) may be hereafter
borrowed from the Beneficiary by the then record owner or owners of said property when
evidenced by another Promissory Note or Notes, or(b) as may be added to the indebtedness
secured hereby in accordance with the provision of this Deed of Trust.
3. Performance of each and every obligation, covenant, promise or agreement of
Trustor contained herein in the Loan Agreement between Beneficiary and Trustor dated
AUGUST 5 , 19 96 , insofar as the terms and conditions of that agreement may apply to
Trustor.
4. Payment, with interest thereon, future indebtedness or obligation of the Trustor (or
of any successor-in-interest of the Trustor to said property) to the Beneficiary, whether created
directly or acquired by assignment, whether absolute or contingent, whether due or not, whether
otherwise secured or not, or whether existing at the time of the execution of the Deed of Trust, or
arising thereafter.
B. TO PROTECT THE SECURITY OF THIS DEED OF TRUST, TRUSTOR AGREES:
1. To keep said property in good condition and repair;to allow Beneficiary or its
representatives to enter and inspect the premises at all reasonable times and access thereto, shall
be permitted for that purpose; not to remove or demolish any building thereon; not to make
alterations thereto without the consent of the Beneficiary; to sutler or permit no change in the
general nature of the occupancy of the premises without Beneficiary's written consent; to
complete or restore promptly and in good workmanlike manner any building which may be
constructed, damaged or destroyed thereon, including,without restricting the generality of the
foregoing, damage from termites and dry-rot; to pay when due all claims for labor performed and
materials furnished in connection with such property and not to permit any mechanic's lien against
such property; to comply with all laws affecting such property or requiring any alterations or t
improvements to be made thereon; not to initiate or acquiesce in any zoning reclassification
without Beneficiary's written consent; not to commit or permit waste thereon;not to commit,
suffer or permit any act upon such property in violation of the law; and to paint, cultivate, irrigate,
fertilize, fumigate, prune, and do all other acts that from the character or use of said property may
be reasonably necessary; to promptly pay all amounts due others upon agreements of lease or
conditional sale of all fixtures, furnishings and equipment located thereon.
If the loan secured hereby or any part thereof is being obtained or should any
additional loan be made hereafter for the purpose of financing rehabilitation improvements on said
property, Trustor further agrees, anything in this Deed of Trust to the contrary notwithstanding;
"Exhibit C" to Loan Agreement
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(a) to complete the same in accordance with City approved plans and specifications satisfactory to
Beneficiary; (b) to allow Beneficiary to inspect such property at all times during rehabilitation;
(c) to replace any work or materials unsatisfactory to Beneficiary within fifteen (15) calendar days
after written notice from Beneficiary of such fact, which notice may be given to Trustor by
registered or certified marl, sent to his last known address, or by personal service of the same; (d)
that work shall not cease on the rehabilitation of such improvements for any reason whatsoever
for a period of fifteen(15) calendar days, whether consecutive or not, without the written
permission of the Beneficiary; (e) to pay when due all claims of labor and materials furnished in
connection with the said rehabilitation and not to permit any claims of lien for said work or
material to be filed of record against the property;(f) not to permit any stop notice claims to be
presented to Beneficiary. If said property is part of a larger tract upon which improvements will
be constructed, Trustor s1lall make separate contracts and subcontracts for said construction
which shall pertain to the said property only and shall keep separate, full and complete records of
all work and materials furnished to the said property. Trustee upon presentation to it of an
affidavit signed by the Beneficiary setting forth facts showing a default by Trustor under this
paragraph, is authorized to accept as true and conclusive all facts and statements therein, and to
act thereon hereunder.
2. To provide, and maintain in force at all times with respect to said property, fire and
other types of insurance as may be required by Beneficiary. All of such insurance shall have a loss
payable endorsement in favor of Beneficiary, shall be for a term and in form, content, amount and
in such companies as may be satisfactory to Beneficiary, and the policies therefor shall be
delivered to and remain in possession of Beneficiary as further security for the faithful
performance of these trusts. At least thirty(30)days prior to the expiration of any insurance
policy, a policy or policies renewing or extending such expiring insurance shall be delivered to
Beneficiary together with written evidence showing payment of the premium therefor and, in the
event any such insurance policy and evidence of the payment of the premium therefor are not so
delivered by Trustor to Beneficiary,Trustor by executing this Deed of Trust specifically requests
Beneficiary to obtain such insurance and Beneficiay, without obligation to do so, without notice
to or demand upon Trustor and without releasing Trustor from any obligation hereof, may obtain
such insurance through or from any insurance agency or company acceptable to it, pay the
premium thereof, and may add the amount thereof to the indebtedness secured hereby, which
amount shall bear a like rate of interest. Beneficiary may furnish to any insurance agency or
company, or any other person, any information contained in or extracted from any insurance
policy delivered to Beneficiary pursuant hereto and any information concerning the loan secured
hereby. Neither Trustee nor Beneficiary shall be responsible for such insurance or for the
collection of any insurance monies, or for any insolvency of any insurer or insurance underwriter.
In case of insurance loss, Beneficiary is hereby authorized either (a) to settle and adjust any claim
under the insurance policies provided for in this document without the consent of the Trustor, or
(b) to allow Trustor to agree with the insurance company or companies on the amount to be paid
upon the loss. In either case, the Beneficiary is authorized to collect and make receipt of any such
insurance money. If Trustor is obligated to restore or replace the damaged or destroyed buildings
or improvements under the terms of any lease or leases which are or may be prior to the lien of
this Deed of Trust and sick damage or destruction does not result in cancellation or termination
"Exhibit C" to Loan Agreement
Page 3 of 15
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of such lease, such proceeds, after deducting therefrom any expenses incurred in the collection
thereof, shall be used to reimburse the Trustor for the cost of rebuilding or restoring the buildings
or improvements on said premises. In all other cases, such insurance proceeds, at the option of
the Beneficiary, shall either be applied in reduction of the indebtedness secured hereby whether
due or not, or in such order as Beneficiary may determine, or be held by the Beneficiary and used
to reimburse the Trustor for the cost of the rebuilding or restoring the buildings or improvements
on said premises. Such buildings and improvements shall be so restored or rebuilt as to be of at
least equal value and substantially the same character as prior to the damage or destruction, and
shall be in a condition satisfactory to Beneficiary. Such application or release shall not cure or
waive any default or notice of default hereunder or invalidate any act done pursuant to such
notice. Any and all unexpired insurance shall inure to the benefit of, and pass to the purchaser of,
the property conveyed at any Trustee sale held hereunder.
3. To pay: (a) at least ten (10) days before delinquency, all general and special City
and County taxes, and all assessments on appurtenant water stock, affecting such property, (b)
when done, all special assessments for public improvements, without permitting any improvement
bond to issue for any special assessment (c) when done, all encumbrances, charges and fines, with
interest, on said property, or any part thereof, which are or appears to be prior to superior hereto,
(d) if the security of this Deed of Trust is leasehold estate, to make any payment or do any act
required of the Lessee or its successor in interest under the terms of the instrument or instruments
creating said leasehold, (e) all costs, fees and expenses of this trust, (0 for any statement
regarding the obligation secured hereby any amount demanded by Beneficiary not to exceed the
maximum allowed by law thereof at the time when such request is made, (g)such other charges
for services rendered by Beneficiary and furnished at Trustor's request or that of any successor in
interest to Trustor as the Beneficiary may deem reasonable.
If, by the laws of the United States of America, or of any state having jurisdiction over the
Trustor, any tax is due or becomes due in respect to the issuance of the Note hereby secured, the
Trustor covenants and agrees to pay such tax in the manner required by such law. Should Trustor
fail to make any such payment, Beneficiary may elect to make such payment, Beneficiary may
elect to make such payment and any amount so paid may be added by Beneficiary to the
indebtedness secured hereby and shall bear a like rate of interest.
4. That, should Trustor fail to make any payment or do any act as provided in this
Deed of Trust, the Beneficiary or Trustee, but without obligation to do so and without notice to
or demand upon Trustor and without releasing Trustor from any obligation hereof, may(a) make
or do the same in such manner and to such extent as either may deem necessary to protect the
security hereof. Beneficiary or Trustee being authorized to enter upon said property for such
purposes, (b) commence, appear in, or defend any action or proceeding purporting to affect the
security hereof or the property covered by this Deed of Trust, or the rights or powers of
Beneficiary or Trustee, (c) pay, purchase, contest or compromise any encumbrance, charge or
lien, which in the judgment of either is or appears to be prior or superior hereto, and (d) in
exercising any such powers, pay necessary expenses, employ counsel and pay his reasonable fees.
Trustor agrees to repay any amount so expended on demand of Beneficiary, and any amount so
"Exhibit C" to Loan Agreement
Page 4 of 15
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expended may be added by Beneficiary to the indebtedness secured hereby and shall bear a like
rate of interest.
S. To appear in and defend any action or proceeding purporting to affect the security
hereof or the property%vhick is covered by this Deed of Trust, or the rights or powers of
Beneficiary or Trustee, and whether or not Trustor so appears or defends, to pay all costs and
expenses, including cost of evidence of title and attorney's fees in a reasonable sum, in any such
action or proceeding in which Beneficiary or Trustee may appear by virtue of being made a party
defendant or otherwise irrespective of whether the interest of Beneficiary or Trustee in such
property id directly questioned by such action, including any action for the condemnation or
partition of said premises, and in any suit brought by Beneficiary to foreclose this Deed of Trust,
6. To pay immediately and without demand, all sums expended under the terms of
this Deed of Trust by Beneficiary or Trustee, with interest from the date of expenditure at the rate
which the principal obligation secured hereby bears at the time such payment is made, and the
repayment of such sums shall be secured hereby.
7. That, should the Trustor or any successor in interest to Trustor in such property
drill or extract, or enter into a lease for drilling or extraction of oil, gas or other hydrocarbon
substances or any mineral of any kind or character, or sell, convey, further encumber, or alienate
said property, or any party thereof, or any interest therein, or be divested of his title or any
interest therein in any manner or way, whether vo'cntarily or involuntarily, Beneficiary shall have
the right, at its option, to declare any indebtedness or obligations secured hereby irrespective of
the maturity date specified in any Note evidencing the same, immediately due and payable, and no
waiver of this right shall be effective unless in writing.
S. That any award, settlement or damages for injury or damages to such property, or
in construction with the transaction financed by such loan, and any award of damages in
connection with any condemnation for public use of or injury to said property, or any part thereof,
is hereby assigned and shall be paid to Beneficiary, who may apply or release such monies
received by it in such manner and with the same effect as above provided for the disposition of
proceeds of fire or other insurance.
9. That, by accepting payment of any sums secured hereby after its due date, or by
malting any payment, pe.f'orming any act on behalf of Trustor, that Trustor was obligated
hereunder, but failed, to make, or perform, or by adding any payment so made by Beneficiary to
the indebtedness secured hereby, Beneficiary does not waive its right either to require prompt
payment when due of all sums so secured or to declare a default for failure so to pay.
10. That at any time, or from time to time,without liability of the Beneficiary or
Trustee thereof, and without notice, upon written request of Beneficiary and presentation of this
Deed of Trust and any Note secured hereby for endorsement, and without affecting the personal
liability of any person for payment of the indebtedness secured hereby, or the lien of the Deed of
Trust upon the remainder of said property for the full amount of the indebtedness then or
"Exhibit C" to Losn Agreement
Page 5 of 15
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thereafter secured hereby, or the rights or powers of Beneficiary or the Trustee with respect to
the remainder of said property, Trustee may; (a) reconvey any part of said property, (b) consent
to the making of any map or plat thereof, (c)join in granting any easement thereon, (d)join in any
agreement subordinating the lien or charge hereof.
11. That the lien hereof shall remain in full force and effect during any postponement
or extension of time of payment of the indebtedness secured hereby, or any part thereof.
12. That, upon written request of Beneficiary stating that all sums secured hereby have
been paid, and upon surrender of this Deed of Trust and said Note or Notes to Trustee for
cancellation and retention, and upon payment of its fees, Trustee shall reconvey, without
warranty, the property then held hereunder. The recitals in such reconveyance of any matters of
fact shall be conclusive of the truthfulness thereof. The grantee in such reconveyance may be
described as "the person or persons legally entitled thereto." Such request and reconveyance shall
operate as re-assignment of the rents, issues, royalties and profits assigned to Beneficiary. Five
(5)years after issuance of such full reconveyance, Trustee may destroy said Note and this Deed of
Trust(unless directed in such request to retain them).
13. That as additional security,Trustor irrevocably assigns to Beneficiary the rents,
issues, and profits of the property affected by this Trust Deed for the purposes and upon the terms
and conditions set forth below. This assignment shall not impose upon Beneficiary any duty to
produce rents from the property affected by this Trust Deed, or cause Beneficiary to be(a)
"mortgages in possession" for any purpose; (b) responsible for performing any of the obligations
of the lessor under any lease; or(c) responsible for any waste committed by lessees or any other
parties, for any dangerous or defective condition of the property affected by this Trust Deed, or
for any negligence in the management, upkeep, or control of such rights to rents, issues and
profits is not contingent upon, and may be exercised without possession of, the property affected
by this Trust Deed.
Beneficiary confers upon Trustor a license("License") to collect and retain the rents,
issues and profits of the property affected by this Trust Deed as they become due and payable,
until the occurrence of a default hereunder. Upon such default, the License shall be automatically
revoked and Beneficiary may collect and retain the rents, issues and profits without notice and
without taking possessions of the property affected by this Trust Deed. This right to collect rents,-
issues and profits shall not grant to Beneficiary or Trustee the right to possession, except as
otherwise provided herein; and neither said right, nor termination of the License, shall impose
upon Beneficiary or Trustee the duty to produce rents, issues or profits or maintain all or any part
of the property affected by this Trust Deed. If Trustor shall default as aforesaid,Trustoes right to
collect any such money shall cease and Beneficiary shall have the right, with or without taking
possession of the property affected hereby, to collect all rents, issues, royalties and profits and
shall be authorized to, and may, without notice and irrespective of whether declaration of default
has been delivered to Trustee and without regard to declaration of default has been delivered to
Trustee and without regard to the adequacy of the security for the indebtedness secured hereby,
either personally or by attorney or agent without bringing any action or proceeding, or by receiver
"Exhibit C" to Loan Agreement
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to be appointed by the Court, enter into possession and hold, occupy, possess and enjoy the said
property, mare cancel, dnforce and modify leases, obtain and eject tenants, and set and modify
rents and terms of rents, and to sue, and to tape, receive and collect all or any part of the said
rents, issues, and profits of the property affected hereby, and after paying such costs of
maintenance, operation of said property, and of collection including reasonable attorneys' fees, as
in its judgment it may deem proper, to apply the balance upon any indebtedness then secured
hereby, the rents, issues, royalties and profits of said property being hereby assigned to
Beneficiary for said purposes. The acceptance of such rents, issues, royalties and profits shall not
constitute a waiver of any other right which Trustee or Beneficiary may enjoy under this Deed of
Trust or under the laws of California. Failure of cr discontinuance by Beneficiary at any time, or
from time to time, to collect any such rents, issues, royalties or profits shall not in any manner
affect the subsequent enforcement by Beneficiary of the right, power and authority to collect the
same. The receipt and application by said Beneficiary of all such rents, issues, royalties and
profits pursuant hereto, after execution and delivery of declaration of default and demand for sale
as hereinafter provided, or during the pendency of Trustee's sale proceedings hereunder, shall not
cure such breach or default not affect said sale proceedings, or any sale made pursuant thereto,
but such rents, issues, royalties and profits, less all costs of operation, maintenance, collection and
reasonable attorneys'fees, when received by Beneficiary, shall be applied in reduction of the
indebtedness secured hereby, from time to time, in such order as Beneficiary may determine.
Nothing contained herein, nor the exercise of the right by Beneficiary to collect, shall be, or be
construed to be, an affirmation by Beneficiary of any tenancy, lease or option, nor an assumption
of liability under, nor subordination of the.lien or charge of this Deed of Trust to, any such
tenancy, lease or option.
14. That if the security of this Deed of Trust is a leasehold estate, the Trustor agrees
that: (a) the term "Lease" as used herein shall mean the lease creating the "leasehold estate"; (b)
Trustor shall not amend, change or modify his leasehold interest, or the Lease, or agree to do so,
without the written consent of the Beneficiary; (c)Trustor will promptly advise Beneficiary
regarding any notice, request or demand received by him from the lessor under the Lease and
promptly furnish Beneficiary with a copy of any such notice, request or demand; (d) as long as
any of the indebtedness secured hereby shall remain unpaid, unless the Beneficiary shall otherwise
consent thereto in writing, the leasehold estate shall not merge with the fee title but shall always
be kept separate and distinct, notwithstanding the union of said estates in any party; (e)Trustor
agrees that it will promptly, strictly, and faithfully perform, fulfill, and comply with all covenants,
agreements, terms, conditions and provisions under any lease affecting the premises and to neither
do anything, nor to permit anything to be done%%tich may cause modification or termination of
any such lease or of the obligations of any lessee er person claiming through such lease or the
rents provided for therein or the interest of the lessor or the Beneficiary therein or thereunder.
Trustor further agrees he will not execute a Deed of Trust or mortgage which may be or become
superior to any leasehold estate that is security for this Deed of Trust. In the event of a violation
of any of the covenants set forth in this paragrap' , Beneficiary shall have the right, at its option,
to declare all sums secured hereby immediately due and payable. Consent to or waiver of one of
said violations shall not be deemed to be a consent to or waiver or any other violation. If the
security for this Deed of Trust is a leasehold estate, the term "property" as used in this Deed of
"Exhibit C" to Loan Agreement
Page 7 of 15
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RLs 9G-523
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• 1 1 r
Trust shall be deemed to mean the leasehold estate whenever the context so requires for the
protection of the Beneficiary.
15. That upon default by Trustor in payment of any indebtedness secured hereby or in
performance of any agreement, and the Promissory Note, if applicable, hereunder, and upon
default by Trustor under the terms of any encumbrance, charge or lien which is or appears to be
prior or superior hereto, Beneficiary may declare all sums secured hereby immediately due and
payable by delivery to Trustee of written declaration of default and demand for sale of written
notice of default and of election to cause to be sold said property, which notice Trustee shall
cause to be filed for record. Beneficiary shall also deposit with Trustee this Deed of Trust and
any Notes and all documents evidencing expenditures, secured hereby. After the lapse of such
time as then may be required by law following recordation of such notice of default, and notice of
sale having been given as then required by law, Trustee, without demand on Trustor, shall sell
said property at the time and place fixed by it in such notice of sale, whether as a whole or in
separate parcels, and in such order as it may determine, at public auction to the highest bidder for
case in lawful money of the United States, payable at time of sale. Trustee may postpone sale of
all or any portion of said property by public announcement at such time and place of sale, and
from time to time thereafter may postpone such sale by public announcement at the time fixed by
the preceding postponement. Trustee shall deliver to such purchaser its Deed conveying the
property so sold, but without any covenant or warranty, express or implied. The recital in such
Deed of any matters of fact shall be conclusive of the truthfulness thereof. Any person, including
Trustor, Trustee, or Beneficiary as hereinafter defined, may purchase at such sale. Trustee may
also sell at any such sale and as part thereof any shares of corporate stock securing the obligations
secured hereby, and Trustor waives demand and notice of such sale. (Beneficiary at its option
may also foreclose on such shares by independent pledge sale, and Trustor waives demand and
notice of such sale). After deducting all costs, fees and expenses of Trustee, and of this Trust,
including cost of evidence of title in connection with this sale, Trustee shall apply the proceeds of
sale to payment, first; all sums expended under the terms hereof, not then repaid, with accrued
interest at the rate then payable under the Note or Notes secured hereby, and then of all other
sums secured hereby, and, if there are any proceeds remaining, sllall distribute them to the person
• or persons legally entitled thereto.
16. To waive, to the fullest extent permissible by law, the right to plead any statute of
limitations as a defense to any demand secured hereby.
17. That Beneficiary may, from time to time, by instrument in writing, substitute a
successor or successors to any Trustee named herein or acting hereunder, which instrument,
executed and acknowledged by Beneficiary and recorded in the office of the recorder of the
county or counties where such property is situated, shall be conclusive proof of property
substitution of such successor Trustee or Trustees, who shall, without conveyances from the
Trustee predecessor, succeed to all its title, estate, rights, powers and duties, including but not
limited to the power to reconvey the whole or any part of the property covered by this Deed of
Trust. Such instrument must contain the name of the original Trustor,Trustee and Beneficiary
hereunder, the book and page where this Deed of Trust is recorded. If notice of default shall have
"Exhibit C" to Loan Agreement
Page 8 of 15
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been recorded, this power of substitution cannot be exercised until after the costs, fees and
expenses of the then acting Trustee shall have been paid to such Trustee, who shall endorse
receipt thereof upon such instrument. The procedures herein provided for substitution of Trustee
shall not be exclusive of other provisions for substitution provided by law.
18. That this Deed of Trust applies to, inures to the benefit of, and binds all parties
hereto, their heirs, legatees, devisees, administrators, executors, successors and assigns. The term
"Beneficiary" shall mean the owner and holder, including pledge, of the Note secured hereby,
whether or not named a3 Beneficiary herein. In this Deed of Trust, whenever the context so
requires, the masculine gender includes the feminine and/or neuter, and the singular number
includes the plural.
19. That in the event the property secured by this Deed of Trust is income producing
property consisting of four units or more,Trustor agrees to file with Beneficiary, annually on
January 1, a written operational report. Such operational report shall contain a brief but complete
statement of the year's income and expenses of such property, a list of all vacancies, and a
statement of any material change in the property or business carried on therein for such period.
20. That in the event of a demand for, and the preparation and delivery of a written
statement regarding the obligations secured by this Deed of Trust pursuant to Sections 2943 and
2954 of the Civil Code of California, Beneficiary stall be entitled to make a reasonable charge,
not exceeding the maximum amount which is permitted by law at the time the statement is
furnished. Beneficiary may also charge Trustor a reasonable fee for any other services rendered
to Trustor or rendered in Trustor's behalf in connection with said property of this Deed of Trust,
including changing Beneficiary's records pertaining to this Deed of Trust and the loan secured
hereby in connection with the transfer of said property, or releasing an existing policy of fire
insurance or other casualty insurance held by Beneficiary and replacing the same with another
such policy.
21. That Trustee accepts this Trust when this Deed of Trust, duly executed and
acknowledged, is made a public record as provided by law. Trustee is not obligated to notify any
party hereto of pending sale under any other Deed of'frust or of any action or proceeding ill
which Trustor, Beneficiary, or Trustee shall be a party unless brought by Trustee.
22. That should this Deed of Trust or any Note secured hereby provide any fee for
prepayment of any indebtedness secured hereby,Trustor agrees to pay said fee, if any, of said
indebtedness shall be paid prior to the due date thereof stated in said Note or this Deed of Trust
even if notwithstanding Trustor shall have defaulted in payment thereof, or in performance of any
agreement hereunder, and Beneficiary, by reason thereof, shall have declared all sums secured
hereby immediately due and payable.
23. That Trustor has made certain representations and disclosures in order to induce
Beneficiary to make the loan evidenced by the Promissory Note or Notes which this Deed of
Trust secures, and in the event that Trustor has made any material misrepresentation or failed to
"Exhibit C" to Loan Agreement
Page 9 of 15
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disclose any material fact, Beneficiary at its option and without notice, shall have the right to
declare the indebtedness secured hereby, irrespective of the maturity date specified in such Note
or Notes, immediately due and payable, and on failure to so pay Beneficiary may make a written
declaration of default and demand for sale as in paragraph No_ 15 herein set forth. Trustee, upon
presentation to it of an affidavit signed by Beneficiary setting forth facts showing a default by
Trustor under this paragraph, is authorized to accept as true and conclusive all facts and
statements therein, and to act thereon hereunder.
Any notice which any party hereto may desire or be required to give to the other party
shall be in writing. The mailing thereof must be certified mail addressed to the Trustor at his
address hereinabove set forth or to the Beneficiary at his office or at such other place as such
parties hereto may designate in writing.
THE UNDERSIGNED TRUSTOR REQUESTS that a copy of any notice of
default and of any notice of sale hereunder be mailed to him at his address herein before set forth.
TRUSTOR:
BARBARA JO WALLACE
By:
By:
APPROVED AS TO FORM:
Agency Counsel ;Elc,14
7..Zj/G
"Exhibit C" to Loan Agreement
Page 10 of 15
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7/MAX
RIDER TO DEEI) OF TRUST
FIRST TIME If MEBUYER DOWN PAYMENT ASSISTANCE PROGRAM
This Deed of Trust is subject to the terms and conditions of that certain Loan Agreement
dated AUGUST 5TH , 19 96 (the "Loan Agreement"), pursuant to which Beneficiary has
agreed to loan Trustor the sum of Thirty-five Thousand Dollars ($35,000.00) (the "Loan
Amount"). All terms in this Rider to Deed of Trust, if not separately defined herein, shall have the
meanings as defined in the Loan Agreement.
In the event that the Agency Loan becomes due and payable prior to the thirtieth
anniversary of the date of this Agreement, Trustor shall pay to Beneficiary concurrent with such
sale, transfer or ref nanci1g, an amount equal to the "Equity Share Amount." The Equity Share
Amount shall be determined by applying a percentage factor(the "Applicable Factor") to the
difference between the Sales Price and the Purchase Price (defined below) as follows:
1. Prior to fifth anniversary
of the Agency Deed of Trust: fifty percent (50%)
2. Alter fifth anniversary but)
prior to sixth anniversary: forty-eight percent (48%)
3. Alter sixth anniversary but
prior to seventh anniversary forty-six percent (46%)
4. After seventh anniversary but
prior to eighth anniversary: forty-four percent (44%)
5. Auer eighth anniversary but
prior to ninth anniversary: forty two percent (42%)
6. After ninth anniversary but
prior to tenth anniversary: forty percent(40%)
7. After tenth anniversary but
prior to eleventh anniversary: thirty-eight percent (38%)
S. After eleventh anniversary but
prior to twelfth anniversary: thirty-six percent (36%)
9. After twelfth anniversary but
prior to thirteenth anniversary: thirty-four percent (34%)
"Exhibit C" to Loan Agreement
Page 11 of 15
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• j s 7
10. After thirteenth anniversary but
prior to fourteenth anniversary: thirty-two percent (32%)
It. Auer fourteenth anniversary but
prior to fifteenth anniversary: thirty percent (30%)
12. After fifteenth anniversary but
prior to sixteenth anniversary: twenty-eight percent (28%)
13. After sixteenth anniversary but
prior to seventeenth anniversary: twetlty-six percent (26%)
14. After seventeenth anniversary but
" prior to eighteenth anniversary: twenty-four percent (24%)
15. After eighteenth anniversary but
prior to nineteenth anniversary: twenty-two percent (22%)
16. After nineteenth anniversary but
prior to twentieth anniversary: twenty percent (20%)
17. After twentieth anniversary but
prior to twenty-first anniversary: eighteen percent (18%)
18. After twenty-first anniversary but
prior to twenty-second anniversary: sixteen percent (16%)
19. After twenty-second anniversary but
prior to twenty-third anniversary: fourteen percent (14%)
20. After twenty-third anniversary but
prior to twenty-fourth anniversary: twelve percent (12%)
21. After twenty-fourth anniversary but
prior to twenty-fifth anniversary: ten percent(101/16)
22. After twenty-fifth anniversary but
prior to twenty-sixth anniversary: eight percent (8%)
23. After twenty-sixth anniversary but
prior to twenty-seventh anniversary: six percent (6%)
24. After twenty-seventh anniversary but
prior to twenty-eighth anniversary: four percent (4%)
"Exhibit C" to Loan Agreement
Page 12 of 15
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712G19G
• . .
25. After twenty-eighth anniversary but
prior to twenty-ninth anniversary: two percent (2%)
26. After twenty-ninth anniversary but
prior to thirtieth anniversary: one percent (1%)
27. After thirtieth anniversary: zero percent (0%)
The "Purchase Price" is the price paid by the Participant to the Seller for Seller's interest in
the Property, exclusive of escrow fees, title insurance costs, broker's commissions, loan fees or
any other closing or transaction costs.
The actual cost to Participant of all capital improvements to the Property made while
Participant owned the Property may be added to the Purchase Price if Participant complies with
the following:
No capital improvements which cost more than two thousand five hundred dollars
($2,500) shall be added to the Purchase Price unless within sixty (60) days following completion
of such capital improvements to the Property Participant shall send the following to the Agency:
(i) an itemized list of the improvements, (ii) proof of completion of the improvements, and (M)
evidence of the cost of the improvements. The costs incurred by the Participant for capital
improvements which cost less than two thousand five hundred dollars ($2,500) shall be added to
the Purchase Price upon Participant's submission of evidence of such costs to the Agency, in a
form reasonably satisfactory to the Agency, prior to the due date of the Agency Loan.
The "Sales Price" is the price paid by the Buyer of the Property to Trustor for Trustor's
interest in the Property, exclusive of escrow fees, title insurance costs, broker's commissions, loan
fees or any other closing or transaction costs.
The percentage factor so determined is the"Applicable Factor." If the Property is sold, an
amount equal to the Applicable Factor multiplied by the difference between (i) the original
Property purchase price and (ii) the amount received by Trustor as the Property sale price (as
reduced by costs of sale paid by the Trustor) shall constitute the Equity Share Amount. if the
Property is transferred or the lien of this Deed of trust or any lien to which this Deed of Trust is
subordinate is refinanced for a loan amount which is in excess of the then current loan balance or
extends the amortization period of the loan secured by such prior lien. Beneficiary shall appoint a
certified, independent appraiser to conduct an appraisal of the Property and Trustor agrees that in
such event the Equity Share Amount shall be the Applicable Factor multiplied by the difference
between (i)the original Property purchase price and (ii)the appraised value of the
"Exhibit C" to Loan Agreement
Page I3 of 15
4`a`.G:4AGagrcc:W allacc:Exh;biiC
RLS 9G-523
71206
Property as of the time of such transfer or refinancing.
Dated: AUGUST 13, 1996 TRUSTOR
BARBARA J(5 WALLACE
APPROVED AS TO FORM:
Agency Attorney
"Exhibit C" to Loan Agreement
Page 14 of 15
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RLS 96-523
7126)96
RIDER TO DEED OF TRUST
SUPERIORITY OF FIRST LENDER DOCUMENTS
(if required by the First Lender)
This Deed of Trust is subject to the terms and conditions of that certain Loan Agreement
dated AUGUST 5 , 19 96 (the "Loan Agreement"), pursuant to which Beneficiary has
agreed to loan Trustor tFe sum of Thirty-five Thousand dollars ($35,000.00) (the "Loan
Amount"). All terms in this Rider to Deed of Trust, if not separately defined herein, shall have the
meanings as defined in the Loan Agreement.
Notwithstanding any provision herein, this Deed of Trust shall not diminish or affect the
rights of the First Lender under the deed of trust executed by Trustor in favor of the First Lender
as security for the First Lender Note, or any subsequent First Lender deeds of trust hereafter
recorded against the property described herein.
Notwithstanding any provision in this Deed of Trust to the contrary, all of the provisions
of this Deed of Trust sha'I terminate and have no further force and effect upon the occurrence of
one of the following everts:
1) Title is acquired by the First Lender or another party upon foreclosure of a deed of
trust by the First Lender.
2) Title is acquired by the First Lender or another party by a deed in lieu of
foreclosure of the First Lender deed of trust.
Dated: AUGUST 13, 1996 TRUSTOR:
APPROVED AS TO FORM: NUUMA Jo LACE
Agency Attorney
"Exhibit C" to Loan Agreement
Page 15 of 15
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W26196
CALIFORNIA ALL--PURPOSE ACKNOWLEDGMENT
STATE OF CALzFVMzA
S5.
COUNTY OF CRANGE -
Oil AUGUST 13, 1996 — — - before fire, the u►idersigned, personally nin)eared
BARBARA JO WALLACE
personally known to rile (or proved to tire oft [lie basis of satisfactory evidence) to be lire person(s)
whose name(s) is/are subscribed (o lite within instrument and acknowledged to rile that lielslielihey
executed (lie same in histheiltheir authorized capacily(ies), and (list by histherltheir, S1911ahrre(s) oil
the Instrument (lie person(s) or the entity upori behalf of which (lie person(s) acted, exeWted the
instrument.
WITNESS illy (land and official seal. (I iris area for official rtolarlal sear)
• r- .,�'w'- ,i LINDA J.CAMPBELL =
n- �. COMM.# 1045344 uj
Signatur . e �.� _� cn =G-�4_ y_ taosArnr PUBLIC-CALIF anvIA�
aanrvcc COtu1TY
LINDA J. CAMPBELL - ;; MY COMM.EOtes DEC.20.IM
rr HIM frrrfltrftlfrrlr[rfrfrrrflrrrfr OPTION L llrf[llrlrtlr[[f[[[fllft ft[rf[llrlll[
Though (lie data below are not required by law, they irray prove valuable to persons relying on the
docur:lent and could prevent the fraudulent realtachrileril of this form.
Capacity Claimed Sy Signer Deserlptior of Attached Document
Windividual
U Corporate Officer
trrlrstsj '11110 or"type of voctrrtttVlt
Ij Partner(s) U Limited '
U.General
U Attorney-in-Fact
U Trustee(s) - t lumber of Pages
tj Guardian/Conservator
U Other:
Dare of Document
Signer is Representing:
(•lame of Pemantsj or Entrtytiesj
Signertsj surer Y lieu flartted Atlove
EXHIBIT A
TO
AGENCY DEED Or TRUST
LEGAL DESCRIPTION
PARCEL is
An undivided one twenty second (1/22) fee simple interest as a tenant in common in and to E
all of the common Area defined in Declaration referred to below and described in the .
condominium Plan ("Plan.") for Lot 1 of Tract vo. 14828, which Plan was recorded on August
25, 1994 as instrument No. 94--0525335 of Official. Records of Orange County, over Lot 1 of :
Tract No. 14828, in the city of Huntington Beach, County of Orange, state of California, 5
as per map filed in Book 706, Pages 27 to 29 of Hiscellaneous !laps, in the office of the
County Recorder of said County.
Excepting therefrom all oil, petroleum, asphaltum, gas, minerals and otheK hydrocarbon
substances, as reserved in deed recorded August 16, 1921 in Book 401, Page 356 of Deeds,
and in various other deeds of record.
PARCEL 2:
Unit No. 22 consisting of certain airspace and surface elements, as shown and described in I
the condominium Plan referred to in Parcel 1 above.
Parcel 3: .
non-exclusive easements for access, ingress, egress, use, enjoyment, drainage,
encroachment, support, maintenance, repairs and for other purposes, all as described in
that certain Declaration of Covenants, conditions and Restrictions and Reservation of
Easements for Pacific Park villas, recorded August 25, 1994 as Instrument No. 94-0525336
of official Records.
Parcel 4:
Exclusive easements appurtenant to Parcels i and 2 referred to above, for balcony or patio
purposes, over the areas:defined, depicted and assigned on the Plan.
"Exhibit A" to Agency Deed of Trust
Page 1 of 1
4klG:Agrcc:Nfargotis:CxhCDcc"7r1E/9G
RIS 96-127
EXHIBIT D
DECLARATION OF CONDITIONS. COVENANTS
AND RESTRICTIONS FOR PROPERTY
RECORDING REQUESTED BY )
AND WHEN RECORDED MAIL TO: }
}
}
}
}
(Space above for Recorder's use.)
THIS DECLARATION OF CONDITIONS, COVENANTS AND RESTRICTIONS FOR
PROPERTY (the "Declaration") is made by and between BARBARA JO WALLACE (the
"Covenantor") and THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON
BEACH, a public body corporate and politic(the "Agency" or"Covenantee") as of the date set
forth below.
RECITALS
A. Covenantor and the Agency have entered into a certain Loan Agreement dated
AUGUST 5 , I9 96 _, (the "Agreement," a copy of which is on file with the Agency
at its offices and is a public record) pursuant to which the Covenantor has agreed to subject
certain real property(referred to in the Agreement and referred to herein as the "Property")
described in the"Legal Description of the Property" (which is attached hereto as Exhibit "A" and
incorporated herein by this reference) to certain covenants, conditions and restrictions.
B. The Community Redevelopment Law(California Health and Safely Code
§ 33000 et seq.) provides that a redevelopment agency shall establish covenants running with the
land in furtherance of redevelopment plans.
NOW, THEREFORE, the parties hereto agree and covenant as follows:
"Exhibit D" to Loan Agreement
Page 1 of 9
4\3%0'.4.96Agrcc:W allace:ExhibitU
RLS 96-523 W29W
1. Affordability Covenants. Covenantor agrees for itself, and its successors and
assigns, and evcry successor to Covenantoes interest in the Property, or any part thereof that for
thirty(30)years from the date ofrecording of the Deed of Trust in favor orthe Agency regarding
the Property(the"Expiration Dater'):
(a) Tl.e Property shall only be owned and occupied by Convenantor or by
other persons or families of"Moderate income." "Moderate Income" shall mean persons or
families earning One Hundred Twenty Percent(120'l4)or less of Grange County median income,
adjusted for appropriate family size.
(b) Tl e Property shall be kept mmilable at Affordable Housing Cost (as defined
below) to the Covenantor or other persons or families of moderate income. Affordable H.ousing
Cost shalt mean, as to each person or family of tow or moderate income, that purchase price
which would result in monthly housing payments which do not exceed an amount under any
currently prevailing conventional home mortgage lending rates applied by any reputable
institutional home mortgage lender, or the lending sates of any government-subsidized or special
mortgage program for which such person or family qualifies and has obtained a first trust deed
loam, which do not exceed thirty-five percent(35%)of One Hundred Ten Percent (110%) of the
Orange County monthly median income for those persons and families of moderate income(as
determined by the United States Department of Housing and Urban Development) earning
between Eighty Percent(801/A)and One Hundred Ten Percent(110%) of tile Orange County
monthly median income, and Thirty-five Percent(350A)of'the monthly median income of any
person or family of moderate income which earns rrore than One Hundred Ten Percent (1 140/0)
and not more than One Hundred Twenty Percent(120%) of the Orange County median income.
(c) The covenant contained in this Section I shall run with the land and shall
automatically terminate and be of no further force or effect upon the Expiration Date.
2. Transfer cif ELQp ert .. No transfer of the Property shall occur until the Agency
determines(a)that the proposed purchaser intends to occupy the Property as the proposed
purchaser's principal residence, (b) that the proposed purchaser is a person or family of moderate
income and(c)that the proposed transfer occurs at an Affordable Housing Cast. The Agency
shall not be obligated to approve a transfer until and unless the proposed purchaser has subiitted
to the Agency such information and completed such forms as the Agency shall request to certify
the proposed purchaser's intent with respect to its residency of the Property and its gross income,
and the proposed purchaser has submitted an af#idrait disclosing and certif ring the amount of the
proposed purchase price. Prior to conveyance oftl:e Property, each approved purchaser shall
submit to the Agency an executed disclosure statement witich certifies that the purchaser is aware
that the purchaser buying may only sell the unit at an Affordable Housing Cost to a moderate
income person or family,that the maximum permitted sales price may be less than fair market
value and that the unit must be owner-occupied at all times and cannot be rented or leased.
Covenantor shall cooperate with the Agency in providing such forms to proposed purchasers and
in assisting proposed purchasers to prepare such forms and to provide any required information to
the Agency in connection with the Covenantors original sale of the Affordable Unit, provided that
"Exhibit D" to Loan Agreement
Page 2 of9
4u%C,44 96Agrcc:'%1211ict-ErJsibilU
RLS 96-3 21 712W96
the Covenantor shall not be obligated to incur any out-of-pocket costs in connection therewith,
other than employee time dedicated to providing such assistance.
THE COVENANTOR AND EACH SUCCESSOR, HEIR OR ASSIGN OF
COVENANTOR UNDERSTANDS THAT THE DETERMINATION OF THE AFFORDABLE
HOUSING COST CAN BE MADE ONLY AT THE TIME OF THE PROPOSED TRANSFER,
TAKING INTO CONSIDERATION INTEREST RATES, THE TERMS OF SALE OFFERED
TO AND THE ECONOMIC CIRCUMSTANCES OF THE PROPOSED PURCHASER AND
OTHER FACTORS THAT CANNOT BE ACCURATELY PREDICTED, AND THAT THE
TRANSFER PRICE PERMITTED HEREUNDER MAY BE LESS THAN THE FAIR
MARKET VALUE OF THE PROPERTY AND MAY NOT INCREASE OR DECREASE IN
THE SAME MANNER AS OTHER SIMILAR REAL PROPERTY WHICH IS NOT
ENCUMBERED BY THIS RESTRICTION. COVENANTOR AND EACH SUCCESSOR,
HEIR OR ASSIGN OF COVENANTOR FURTHER ACKNOWLEDGES THAT AT ALL
TIMES IN SETTING THE TRANSFER PRICE THE PRIMARY OBJECTIVE OF THE
AGENCY AND THIS DECLARATION IS TO PROVIDE HOUSING TO ELIGIBLE
PERSONS OR FAMILIES AT AN AFFORDABLE HOUSING COST.
Covenantor Initials
The covenant contained in this Section 2 shall run with the land and shall
automatically terminate and be of no further force or effect upon the Expiration Date.
3, on-Discrimination Covenants. Covenantor covenants by and for itself, its
successors and assigns, and all persons claiming under or through them that there shall be no
discrimination against or segregation of any person or group of persons on account of race, color,
religion, sex, marital status, national origin or ancestry in the sale, lease, sublease, transfer, use,
occupancy, tenure, or enjoyment of the Property, nor shall covenantor itself or any person
claiming under or through it, establish or permit any such practice or practices of discrimination
or segregation with reference to the selection, location, number, use or occupancy of tenants,
lessees, subtenants, sublessees, or vendees in the Property.
Covenantor and its successors and assigns, shall refrain from restricting the rental
or lease (if permitted by Covenantor) or sale of the property on the basis of race, color, religion,
sex, marital status, national origin or ancestry of any person. All such deeds, leases or contracts
shall contain or be subject to substantially the following nondiscrimination or non segregation
clauses:
(a) In deeds: "The grantee herein covenants by and for himself or herself, his
or her heirs, executors, administrators and assigns, and all persons claiming under or through
them, that there shall be no discrimination against or segregation of, any person or group of
persons on account of race, color, religion, sex, marital status, national origin or ancestry in the
sale, lease, sublease, transfer,use, occupancy, tenure or enjoyment of the land herein conveyed,
"Exhibit D" to Loan Agreement
Page 3 of 9
41s1G:4-96A&roe:W allacc:CxltibitD
RLS 96-523 7/29/96
nor shall the grantee himself or herself or any person claiming under or through him or her,
establish or permit any such practice or practices of discrimination or segregation with reference
to the selection, location, number, use or occupancy of tenants, lessees, subtenants, sublessee or
vendees in the land herein conveyed. The foregoing convenants shall run with the land."
(b) In leases: "The lessee herein covenants by and for himself or herself,
his or her heirs, executors, administrators and assigns, and all persons claiming under or through
him or her, and this lease is made and accepted upon and subject to the following conditions:
"There shall be no discrimination against or segregation of any person or
group of persons on account of race, color, religion, sex, marital status, ancestry or national
origin in the leasing, subleasing, transferring, use, occupancy, tenure or enjoyment of the premises
'herein leased nor shall the lessee himself or herself, or any person claiming under or through him
or her, establish or permit any such practice or practices of discrimination or segregation with
reference to the selection, location, number, use or occupancy of tenants, lessees, sublessees,
subtenants or vendees in the premises herein leased."
(c) In contracts: "There shall be no discrimination against or segregation of,
any person, or group of persons on account of race, color, religion, sex, marital status, ancestry or
national origin, in the sal.-, lease, sublease, transfer, use, occupancy, tenure or enjoyment of the
premises, nor shall the transferee himself or herself or any person claiming under or through him
or her, establish or permit any such practice or practices of discrimination or segregation with
reference to the selection., location, number, use or occupancy of tenants, lessees, subtenants,
sublessee or vendees of the premises."
Nathing in this Section 3 shall be construed to authorize the rental or lease
of the Property if such rental or lease is not otherwise permitted. The convenants in this
paragraph 3 shall run with the land in perpetuity.
4. Covenants Do Not Impair Lien. No violation or breach of the covenants,
conditions, restrictions, provisions or limitations contained in this Declaration shall defeat or
render invalid or in any way impair the lien or charge of any mortgage or deed of trust or security
interest.
5. Covenants FQr Benefit of City and_Agericx. All covenants without regard to
technical classification or designation shall be binding for the benefit of the Covenantee and the
City of Huntington Beach(the "City") and such covenants shall run in favor of the Covenantee
and the City for the entire period during which such covenants shall be in force and effect, without
regard to whether the Covenantee or the City is or remains an owner of any land or interest
therein to which such covenants relate. The Covenantee and the City, in the event of any breach
of any such covenants, shall have the right to exercise all the rights and remedies and to maintain
any actions at law or suits in equity or other proper legal proceedings to enforce and to cure such
"Exhibit D" to Loan Agreement
Page 4 of 9
4ls'O:4-96AZrcc:Wallace:ExhlbitD
RLS 96-523 7/29/96
breach to which it or any other beneficiaries of these covenants may be entitled during the term
specified for such covenants, except the covenants against discrimination which may be enforced
at law or in equity at any time in perpetuity.
IN WITNESS WHEREOF, the Covenantee and Covenantor have caused this instrument
to be excutted on their behalf by the respective officers hereunto duly authorized, this 13 day
of AUGUST- 19 96.
COVENANTOR
&� IV
B aYM JO WALLACE
APPROVED AS TO FORM:
Agency Counsel ;ys G,jc&
"Exhibit D" to Loan Agreement
Page S of 9
41,0G:4 96A&w:Wallace:ExhMtD
RLS 96-523 7129/96
STATE OF CALIFORNIA )
ss
COUNTY OF U[WM )
On AUGUST 13, 1996 before me, LINDA J. CAMPBELL
(name,title;e.g., "Jane Doe,Notary Public"),
personally appeared BARBMM JO WALLACE
(namc(s)of signer(s)),
personally kno=to be--OR--
XX proved to me on the basis of satisfactory evidence
to be the person(s)whose n•lmc(s)is/are subscribed to the within instrument and acknowledged to nic that
hclshelthey executed the sarle in his!licrlthcir authorized capacity(ics),and that by hislherlthcir signature(s)
on the instrument the persor.(s),or the entity upon behalf of which the person(s)acted, executed the.
instrument.
Wkn ss m v hand and official seal.
-- ;�:••. LINDII J.CAMPf3ELL z �
Cn COWA.# 1045344 `
S L
[� ep r"2�; NOTnHY PUBLIC•CALIFOf��11,4�
ORANGE COUNrY .�
�.� (Signal c of Notary)
My Comm.Expires DEC.20,19W LINDA J. CwBE LL
CAPACITY CLAIMED BY SIGNER:
XX Individual
Corporate Officer(s):
Title(s)
Partncr(s): Limited General
Attorney-in-Fact
Trustce(s)
Guardian/Conservator
Other
SIGNER IS REPRESENTING:
Name of Pcrson(s)or Entity(ies)
ATTENTION NOTARY- Although the information requested below is OPTIONAL, IT
COULD PREVENT FRAUDULENT ATTACHMENT OF TIES CERTIFICATE TO ANOTHER
DOCUMENT.
THIS CERTIFICATE Title or Type of Document DEC LARATICN Or CONDITIONS, COVE<I,NNTS
hSUST BE ATTACHED AND Rl?SMCTICN3 FOR PROPEIM
TO THE DOCUMENT Number of Pages
DESCRIBED Date of Document AUG= 5, 1996
AT RIGHT: Signer(s)Other Than Named Above:
"Exhibit D" to Loan Agreement
Page 6of9
4's1G:4-96Agree:Wallace:ExliibitD
RLS 96-523 W291%
STATE OF CALIFORNIA )
} ss
COUNTY OF )
On before me,
''- (name,title,e.g., "Jane Doe,Notary Public"),
personally appeared
' T (name(s)of signer(s)),
personally known to be--OR--
proved to me on the basis of satisfactory evidence
to be the person(s)whose namc(s)islare subscribed to the within instrument and acknowledged to me that
he/she/they executed the same in his/her/their-authorized capacity(ics),and that by his/her/their signature(s)
on the instrument the person(s),or the entity upon behalf of which the person(s)acted,executed the
instrument.
Witness my hand and official seal.
(Signature of Notary)
CAPACITY CLAIMED BY SIGNER:
i
Individual
Corporate Officcr(s):
Title(s)
Partner(s): Limited General
Attorney-in-Fact
Trustee(s)
Guardian/Conservator
Other
SIGNER IS REPRESENTING:
Name of Person(s)or Entity(ics)
€ ATTENTION NOTARY: Although the information requested below is OPTIONAL, IT
COULD PREVENT FRAUDULENT ATTACHMENT OF THIS CERTIFICATE TO ANOTHER
DOCUMENT.
IS CERTIFICATE 'Title or Type of Document
MUST BE ATTACHED_
TO THE DOCUMENT Number of Pages
DESCRIBED Date of Document
AT RIGHT: Signer(s)Other Than Named Above:
"Exhibit D" to Loan Agreement
Page 7 of 9
4t41G:4-96Agree:Watlace:Cxhibi(G
RLS 94-523 7129196
STATE OF CALIFORNIA )
ss
COUNTY OF )
On ,before m:,
(name, title,e.g., "Jane Doe,Notary Public"),
personally appeared
(name(s)of signer(s)),
personally knoi%m to be--OR--
proved to me on the basis of satisfactory evid.-ace
to be the person(s)% hosc name(s)is/are subscribed to the within instrument and acknowledged to me that
hc/shelthcy executed the same in hislltcrlthcir authorized capacity(ics),and that by Ius/hcdthcir signaturc(s)
on the instrument the person(s),or the entity upon behalf of which the person(s)act-.d, executed the
instrument.
Witness my hand and official seal.
(Signature of Notary)
CAPACITY CLAIMED BY SIGNER:
Individual
Corporate Officcr(s):
Title(s)
Partner(s): Limited General
Attorney-in-Fact
Trustees) -
Guardian/Conservator
Other
SIGNER IS REPRESENTING:
Name of Pcrson(s)or Entity(ics)
ATTENTION NOTARY: Although the information requested below is OPTIONAL, IT
COULD PREVENT FRAUDULENT ATTACHMENT OF THIS CERTIFICATE TO ANOTHER
DOCUMENT.
THIS CERTIFICATE Title or Type of Document
h1UST BE ATTACHED
TO THE DOCUMENT Number of Pages
pESCRIBED Date of Document
TA RIGHT: Signer(s)Other Than Named Above:
"Exhibit D" to Loan Agreement
Page 9 of 9
4'4%0-49GAgree:W ailim.ExhibilD
RLS 96-523 7129196
EXHIBIT A
LEGAL DE CRIPTION OF PROPERTY
[To Be Inserted]
LEGAL DESCRIPTION
i
EXHIBIT "A"
PARCEL 1:
An undivided one twenty second (1/22) fee simple interest as a tenant in common in and to '
all of the Common Area defined in Declaration referred to below and described in the :
Condominium Plan ("Plan") for Lot 1 of Tract No. 14828, which Plan was recorded on August
25, 1994 as instrument No. 94-0525335 of Official Records of orange County, over Lot 1 of !
Tract No. 14828, in the-city of Huntington Beach, County of orange, State of California, '
as per map filed in Book 706, Pages 27 to 29 of Hiecellaneous !taps, in the office of the :
county Recorder of said County.
Excepting therefrom all oil, petroleum, asphaltum, gas, minerals and other hydrocarbon
substances, as reserved in deed recorded August 16, 1921 in Book 401, Page 356 of Deeds,
and in various other deeds of record.
PARCEL, 2:
Unit No. 22 consisting of certain airspace and surface elements, as shown and described in :
the Condominium Plan referred to in Parcel 1 above.
Parcel 3:
i
non-exclusive easements for access, ingress, egress, use, enjoyment, drainage,
encroachment, support, maintenance, repairs and for other purposes, all as described in
that certain Declaration of covenants, conditions and Restrictions and Reservation of
Easements for Pacific Park villas, recorded August 25, 1994 as Instrument 14o. 94-0525336
of official Records. i
Parcel 4:
Exclusive easements appurtenant to Parcels 1 and 2 referred to above, for balcony or patio
purposes, over the areasidefined, depicted and assigned on the Plan.
4
"Exhibit D" to'Loan Agreement
Page 9 of 9
4`3\G:4 9GAtree:Wallace:ExhibitD -
RLS 96-523 7129196
t `
List of Down Payment Assistance Borrowers
at Pacific Park Villas
RCA ROUTING SHEET
INITIATING DEPARTMENT: Economic Development
SUBJECT: , Transferability of Pacific Park Villas Down Payment
`. Assistance Loans
COUNCIL MEETING DATE: May 17, 1999
RCA ATTACHMENTS STATUS
Ordinance (w/exhibits & legislative draft if a licable Not Applicable
Resolution (w/exhibits & legislative draft if applicable)_ Not Applicable
Tract Map, Location Map and/or other Exhibits Not Applicable
Contract/Agreement (wlexhibits if applicable)
(Signed in full by the qLty Attomeyj Not Applicable
Subleases, Third Party Agreements, etc.
(Approved as to form by City Attorne Not Applicable
Certificates of Insurance (Approved by the Cft Attorne Not Applicable
Financial Impact Statement Unbud et, over$5,000 Not Applicable
Bonds If applicable) Not Applicable
Staff Report If applicable) Not Applicable
Commission, Board or Committee Report If applicable) Not Applicable
Findings/Conditions for Approval and/or Denial Not Applicatile
EXPLANATION FOR MISSING ATTACHMENTS
REVIEWED RETURNED FOR RDED
Administrative Staff
Assistant City Administrator Initial
City Administrator Initial n
City Clerk
EXPLANATION FOR RETURN OF ITEM:
(Below Space For City Clerk"s Use •
RCA Author: Duran at extension1529
J
,B
CITY OF HUNTINGTON BEACH
2000 MAIN STREET CALIFORNIA 92648
OFFICE OF THE CITY CLERK
CONNIE BROCKWAY
CSTY CLERK
CITY CLF,RK I.ETTF,R OF TRANSNUTTAL RFGARDING ITEM APPROVED BY THE
CITY C0UNC11.1RFDFVFL0P's%1F.NT AGFNCY APPROVED ITEM
DATE:_../P. 7
'TO: .� ATTENTION:
Name _
DEPARTMENT:
Street
REGARDING:
City,state,Zip
See Attached Action Agenda Item Datc of Approval
Enclosed For Your Records Is An Executed Copy Of The Above Referenced Item For Your Records.
Connie Brockway
City Clerk
Attachments: Action Agenda Page Agreement Bonds Insurance L1
RCA Deed Other
Remarks:
CC:
Name Department RCA Agreement Insurance Other
Name Department RCA Agreement Insurance Other
Name Department RCA Agreement Insurance other
Risk iNtanagement Department Insurance Copy 1/
G:Follor%up'aV misiransltr
(Telephone:714-536-5227)
spy
EVIDEN E OF INSURANCE
-92—NT-6180-7 PolicyNumber
CONDOMINIUM/
Replaced Policy Number ASSOCIATION POLICY
Coverage afforded by this policy Is provUed by the Company Indicated be!ow:
® STATE FARM FIRE AND CASUALTY COMPANY A Stock Company, Bloomington, Illinois
❑ STATE FARM GENERAL INSURANCE COMPANY A Stock Company, Bloomington, Illinois
❑ STATE FARM LLOYDS COMPANY A Lloyds Company, Dallas,Texas
This Is to certify that the Company Indicated above has the following Insurance In force:
Unitoriner's Name and Mailing Address (W.3p T$ PA
EDWARD G. PELTIER, AN UNMARRIED MAN 04h!tP *, 711511C.
7871 HAPPY DRIVE, #201 b+oc�,,.. Par-",, Qrv.o.s,..7Cw+
HUNTINGTON BEACH, CALIFORNIA 92648
Insured's Name and Mailing Address
PACIFIC PARK VILLAS Automatic Renewal If the Policy Period Is
HOMEOWNERS ASSOCIATION shown as 12 Months, this policy will be renewed
C/0 KEYSTONE PACIFIC PROPERTY automatically subject to the premiums, rules and
41 D O N E W P O R T PLACE DR S T E 350 forms In effect for each succeeding policy period. If
N E W P O R T BEACH CA 92 6 60—2 4 3 7 this policy Is terminated, we will give you and the
The Policy Period begins and Mortgagee written notice in compliance with the
ends at 12:01 a.m. Standard policy provisions or as required by law.
01-13-95 Effective Date Time at the building locations
12 Months Policy Period unless otherwise stated.
— �— Expiration of ❑ Noon Standard Time PLEASE NOTE — THIS EVIDENCE OF
Policy Period INSURANCE IS ISSUED DIRECTLY
Policy Type OUT OF . THE AGENT'S OFFICE. . SEE
Basic Form 1 AGENT'S NAME AND ADDRESS BELOW
Lj Special Form 3 $ CONTACT AGENT DIRECTLY FOR
ANY MORTGAGEE CHANGES OR
Limits of Liability Coverage ADDITIONS. THANK YOU
$ 2,382rOOD A Euildings JOHN K. TOLLISON
15650 DEVONSHIRE ST STE 101
$ L Business Liability
2�0000000 GRANADA HILLS CA 91344-7241
lox EQ
DEDUfTlah% BASIC In case of a loss we cover only that part AGENT CODE; i 762
$ of the loss over the deductible stated.
SECOND MORTGAGEE
Forms,Options & Endorsements CITY OF HUNTINGTON BEACH
FP-6109 SPECIAL JORMt 3 OPT ED EMPLOYE DISHON 1 2000 MAIN STREET
FE-6205 AMENDATORY END OPT DO DIR A OFFICERS IHUNTINGTON BEACH,
FE 6466 POLICY END FE-6303 SAFEGUARDS END j CALIFORNIA 92648
FE-6506.1 POLICY END I FE-6494 ADDL INSD
FE-6451 DEBRIS REMOVAL FE-6307.1 EARTHQUAKE~ END
FIRST MORTGAGEE:
Unitowner Mortgagee 24150995 Loan Number
MISSION HILLS MORTGAGE CORPORATION, ITS _
SUCCESSORS AND/OR ASSIGNS me s gent' ignat ignature
P.O. BOX 1961 1762
SANTA ANA, CALIFORNIA 92705 �ve9
Agent's Code
818 ) 892-6621
r Telephone Number
By. 7 c?
Date
FI9112 Rev.2-M
r
R M Form
(Rev. M
LENDER'S LOSS PAYABLE ENDORSEMENT
oss or damage. if any, under this policy, shall be paid to the Payee named on the first page of thin policy, its s
hcr&iafter referred to as "tire Lender", in whatever form or capacity its interests may appear and whether sa
said Lender in its individual or in its disclosed or undisclosed fiduciary or representative capacity, or otherwise,
or trsrstee of said Lender.
he insurance under this policy. or .lily rider or endorsement attached lhertto, as to the interest only of the Lend
assigns, shall not be invalidated nor suspended: (a) by any error, omission, or change respecting the ownershii
•rl, or l(wation of file subject of the, inst:ranee or the interest therein, or titre title thettlo; (It) by lire commencement
lgs or the giving of notice of sale elf arty of the• proptrty covered by this policy by vittur elf arty mortgage or tit
reach of Warranty, act.untissi«n, neglect, or with any of the provisions of this policy, including any
iercaf ter attached thereto, by the named insured, the lx)rrower, mortgagor, truslur, vendee, owner, tenant, wareh.
ecupant.or by the agents of either or any of them or by the happening of any event permitted by them or either of
r which they failed to prevent, uhether occurring before or after the attachment of this endorsement, or whether ]•
!licit under lite provision,. of this policy of insurance or of any rider or endorsement attached thereto would inva
insurance as to the named insured. excluding herefrottt, however, any acts or omissions of the bender while exr
ind management of the property.
,t the event of failure of the insured to pay any premium or additional premium which shall be or become due undt
-y or on account of any change in occupancy or increase in hazard not permitted by this policy, this Company :
mwtice to the bender of such nwrr•payment of premium after sixty (60) clays from and within one hundred and
-r clue date of such premium and it is a condition of the continuance of the rights of the Lender hereunder th
notified in writing by this Company of this failure of the insured to pay such premium shall pay or cause to lie pai,
in ten (10) days following receipt of the Company's demand in writing therefor. If t!ce bender shall decline to pay
onal 1•remium, the rights of the Lender under this Leader's Loss i'aya+lie Endorsement shall not bc• terminated bt
,r receipt of said written notice by the bender.
Vherievtr this Company shall pay tc. the Lt•ndcr any steal for loss or damage under this policy and shall claim
to liability therefor exist,. tilk Cumpally. at it% uptiun. may pay to the Lender the whole principal surn and inter
ness clue or to become flue f.rran the insured, whether secured or unsecured, (With refund of all interest not accr+
:, to the extent ell $licit pay-ntenl. steal: therertpon receive a full assignment and transfer. without recourse. of lb•
t.i securities hell as collateral thereto.
i there be any other insurance upon lhr within described prof+crly, this Company shall be liable under this policy as
rol+ortion of such loss or damage that the sum licreby irlstrrcd bears to the entire insurance of similar character oil
-licies licit] by, payable to and consented 10 ley the Lender. Any Contribution Clause inettrtled in any F.
Vaiver or any extended C0V rage E.ncdorsenlent attached to this contract of insurance is hereby nullified, and also
.se in an_v other endorsement ur rider attaches] to this contract of insurance is hereby nullified except Contributi(
liance Kith which the insured ha,4 received reduction in the rate charged or has received extension of the cover:
•1ther ]hart fire and coinjiNance with such Contribution Clause is made a part of the consideration for insuring such -
Vder ct;)on the payment to it of the full amount of its claim, will suhrogate this Company (pro rata with all other
• to said payment) to all of the, Lender's rights of contribution under said other insurance.
'his Company reserves the right to cancel this policy at any titne,•as provide-d by it, terms, but in such case th.
in ft-r:r 6-r tl.c benefit U the [sender for ten ( 10) days after written notice-of surly canrelIation is received by tl
•n cease.
'his IH,licy shall re•rnain in full force and effect as to the interest of the Lender for a periml of tell ( 10) clays after
1,ar cel+tablc policy in renewal thereof with loss thereunder payable to the Lender in accordance a ilh the term- elf
yahle Endorsement. shall have been issued by some insurance ersntpany and accclited by the Lender.
hould legal title lot and l+enefrcial ownership of any of the propt•riv roverrd under this policy became vested in t
s, insurarce antler this 1Mdicy shall contimut• for the term thrrecif for the benefit of they bender but. in such event.
by this Lender's Lem% Payable Endorsement which are nlrt also granted the inwred under the terrrtc and cowl,
vl/or under either ri4c•rs or endfirtirrnrnls attached thrreltt shall clot apl+ly to the• insurance licreunder as respects
1t notices herein provided to lie Riven by the Company to the Lender in conncctimi with this 1+olicy and this t
E.ntdorsement shall he mailed ter or delivered to the i,entler at its office or brand] desrrihed un the first rage of 11
d:
rd of Fire Underwriters of the Pacific,
fornia Dziniters' Association.
Committee on Insurance.
•- -, � 1- Dom.
Council/Agency Meeting Held:, ,
Deferred/Continued to:
Approved ❑Conditional;y Approved O Denied City Clerk's Signatur
Council Meeting Date: 7/15/96 Department ID Number: ED 96-47
CITY OF HUNTINGTON BEACH
REQUEST FOR REDEVELOPMENT AGENCY ACTION
SUBMITTED TO: HONORABLE CHAIRMAN AND REDEVELOPMENT AGENCY
MEMBERS
SUBMITTED BY: MICHAEL T. UBERUAGA, Executive Directo
PREPARED BY: DAVID C. BIGGS, Director of Economic Developments
SUBJECT: DOWN PAYMENT ASSISTANCE PROGRAM PARTICIPANT
APPROVAL FOR PACIFIC PARK VILLAS PROJECT(Talbert-
Beach Project Area)
Statement of issue,Funding Source,Recommended Action,Alternative Action(s),Analysis,Environmental Status,Attachments)
Statement of Issue: The Agency is committed by a Disposition and Development
Agreement to provide second trust deed loans to moderate income buyers in the Pacific
Park Villas located in the Talbert-Beach Redevelopment Project Area.
Funding Source: Redevelopment Agency Housing Set-Aside Funds, Account Number
E-TX-E D-923-7-75-00.
Recommended Action: Motion to:
Approve the borrower listed on the attached by name, the amount of the loan, and the
specific property subject to trust deed and authorize the Chairperson and Agency Clerk to
execute the loan documents between the Agency and the participant as prepared by the City
Attorney.
Payment to be made to Tiempo Escrow on behalf of Edward G. Peltier.
Altemative_Action(s): Do not approve the participant.
t
V
ti
x REQUEST FOR REDEVELOPMENT AGENCY ACTION
MEETING DATE: 7115/96 DEPARTMENT ID NUMBER: ED 96-47
Analysis: On June 3, 1993, the Redevelopment Agency approved a Disposition and
Development Agreement (DDA) between the Agency and Sassounian Capital Ventures Inc.,
calling for the completion of 38 condominiums on a site in the Talbert-Beach Redevelopment
Project Area. Under the ❑DA, $750,000 of Redevelopment Mousing funds are committed to
assist up to twenty-five moderate-income buyers in the Pacific Park Villas Condominium
project.
Environmental Status:
Attachment(s):
�City Clerk's
1. Prospective Borrower
2. Loan Agreement
3. Promissory Note
4. Deed of Trust with Assignment of Rents
5. Declaration of Covenants
6. Disclosure Statement
7. Notice of Right of Recission
8. Certificate of Proposed Transferee
9. Lending Instructions
DCB:DEB:lb
Dxument4 .2- 07/08/96 1:32 PM
w�
LOAN AGREEMENT
THIS LOAN AGREEMENT(the"Agreement") is made this 22 day of
July , 19 96 by and between EDWARD G. PELTIER("Participant")and the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH, a public body
corporate and politic (the "Agency").
RECITALS
A. Participant has entered into an agreement(the "Purchase Agreement")to purchase
that certain real property commonly known as 7871 Happy Drive f201 Huntington Beach,
California, and more particularly described in Exhibit A attached hereto and incorporated herein
(the "Property").
B. Participant requires assistance to purchase the Property and would not be able to
purchase the Property without such assistance. Participant is a person or family of low or
moderate income and currently earns less than 1201/0 of the current annual median income for the
Orange County area, as those terms are defined by California Health and Safety Code
Section 50093.
C. Participant has represented to the Agency that Participant and Participant's
immediate family intend to reside in the Property at all times throughout the term of this
Agreement.
D. The Agency desires to assist persons of low and moderate income to purchase
residential property to increase, improve, and preserve low and moderate income housing
available at an affordable housing cost within the City of Huntington Beach (the "City").
E. The Agency wishes to lend, and Participant wishes to borrow, Program funds to
assist Participant to purchase the Property upon the terms and conditions set forth herein.
NOW, THEREFORE, for good and valuable consideration the parties agree as follows:
1, Agency Loan. The Agency shall loan to Participant (the "Agency Loan")the
amount of Thirty-five Thousand Dollars ($35,000.00) subject to the conditions and restrictions
set forth herein and those set forth in the Promissory Note and the Disclosure Statement for the
Program. The Agency Loan shall be paid to the seller of the Property(the "Seller")by the
Agency through deposit of the Agency Loan proceeds into escrow with
(the "Escrow Agent") (Escrow
No. 9412—C ). The Agency shall direct the Escrow Agent to apply the proceeds
of the Agency Loan on behalf of Participant to the purchase price of the Property, and, at
Participant's election, to the costs of closing, escrow fees, recording fees, loan points and fees,
and/or document fees. At such time,Participant shall execute and deliver to the Agency a
Loan Agreement
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promissory note in favor of the Agency as holder, in the amount of the Agency Loan, with simple
interest at five percent(51%) per annum, due in thirty(30)years and payable upon the earlier sale,
refinancing or transfer of the Property, substantially in the form of the "Promissory Note"
attached hereto as Exhibit B and incorporated herein. Participant shall also execute and deliver to
the Agency a second deed of trust encumbering the Property which shall secure the Promissory
Note(the "Agency Deed of Trust"), in the form of Exhibit C attached hereto and incorporated
herein.
2. Maintenance of Property. Participant shall maintain the improvements on the
property in a manner consistent with community standards and in a manner which w7II uphold the
value of the Property, and shall keep the Property free from any accumulation of debris and waste
materials. Participant agrees to comply with any and all covenants and agreements established by
any homeowner's association or other regulatory entity recognized by area property owners and
comply with all applicable federal, state and local laws.
3. Due on Sale Transfer or Refinancing. Participant agrees to notify the
Agency not less than thirty(30)days prior to(i) the sale or transfer of the Property or(ii)any
refinancing of the lien of the Agency Deed of Trust or any lien to which the lien of the Agency
Deed of Trust is subordinate(the "First Mortgage"). The Agency Loan and all interest accrued
thereon shall be due and payable upon(i) such sale or transfer, (ii)the refinancing of the First
Mortgage for a loan amount in excess of the then current loan balance or for an amortization
period longer than the loan secured by the First Mortgage, or(iii)Participant is no longer an
occupant of the Property pursuant to Section 5 of this Agreement or is in material default of any
other obligation pursuant to this Agreement. At the request of Participant, the Agency may, in its
sole discretion, waive the requirements of this Section 3 and extend the term of the Agency Loan.
4. Equity SharinZ. In the event that the Agency Loan becomes due and payable
prior to the thirtieth anniversary of the date of this Agreement, Participant shall pay to Agency
concurrently with such sale, transfer or refinancing, an amount equal to the "Equity Share
Amount." The Equity Share Amount shall be determined by applying a percentage factor(the
"Applicable Factor")to the difference between the Sales Price and the Purchase Price(defined
below) as follows:
1. Prior to fifth anniversary
of the Agency Deed of Trust: fifty percent (50%)
2. After fifth anniversary but
prior to sixth anniversary: forty-eight percent (484/0)
3. Auer sixth anniversary but
prior to seventh anniversary forty-six percent (46%)
4. After seventh anniversary but
prior to eighth anniversary: . forty-four percent (44%)
Loan Agreement
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.y
5. After eighth anniversary but
prior to ninth anniversary: forty two percent (42%)
6. After ninth anniversary but
prior to tenth anniversary: forty percent (40%)
7. After tenth anniversary but
prior to eleventh anniversary: thirty-eight percent (38%)
8. After eleventh anniversary but
prior to twelfth anniversary: thirty-six percent (36%)
9: After twelfth anniversary but
prior to thirteenth anniversary: thirty-four percent (34%)
10. After thirteenth anniversary but .
prior to fourteenth anniversary: thirty-two percent (32%)
H. After fourteenth anniversary but
prior to lifleenth anniversary: thirty percent (30%)
I2. After fifteenth anniversary but
prior to sixteenth anniversary: twenty-eight percent(28%)
13. After sixteenth anniversary but
prior to seventeenth anniversary: twenty-six percent(26°o)
14. After seventeenth anniversary but
prior to eighteenth anniversary: twenty-four percent (24%)
15. After eighteenth anniversary but
prior to nineteenth anniversary: twenty-two percent (22%)
16. After nineteenth anniversary but
prior to twentieth anniversary: twenty percent (20%)
17. After twentieth anniversary but
prior to twenty-first anniversary: eighteen percent (18%)
18. After twenty-first anniversary but
prior to twenty-second anniversary: sixteen percent (16%)
19. After twenty-second anniversary but
prior to twenty-third anniversary: fourteen percent (14%)
Loan Agreement
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r
20. After twenty-third anniversary but
prior to twenty-fourth anniversary: twelve percent (12%)
21. After twenty-fourth anniversary but
prior to twenty-fifth anniversary: ten percent(10%)
22. After twenty-fifth anniversary but
prior to twenty-sixth anniversary: eight percent (8%)
23. Af3er twenty-sixth anniversary but
prior to twenty-seventh anniversary: six percent (6%)
24. After twenty-seventh anniversary but
prior to twenty-eighth anniversary: four percent (4%)
25. After twenty-eighth anniversary but
prior to twenty-ninth anniversary: two percent(2%)
26. After twenty-ninth anniversary but
prior to thirtieth anniversary: one percent (1%)
27. After thirtieth anniversary: zero percent (0%)
The "Purchase Price" is the price paid by the Participant to the Seller for Selices interest in
the Property, exclusive of escrow fees, title insurance costs, broker's commissions, loan fees or
any other closing or transaction costs.
The actual cost to Participant of all capital improvements to the Property made while
Participant owned the Property may be added to the Purchase Price if Participant complies with
the following:
No capital improvements which cost more than two thousand five hundred dollars
($2,500) shall be added to the Purchase Price unless within sixty(60) days following completion
of such capital improvements to the Property Participant shall send the following to the Agency:
(i) an itemized list of the improvements, (ii) proof of completion of the improvements, and (iii)
evidence of the cost of the improvements. The costs incurred by the Participant for capital
improvements which cost less than two thousand five hundred dollars ($2,500) shall be added to
the Purchase Price upon Participant's submission of evidence of such costs to the Agency, in a
form reasonably satisfactory to the Agency, prior to the due date of the Agency Loan.
The "Sales Price" is the price paid by the Buyer of the Property to Participant for
Participant's interest in the Property, exclusive of escrow fees, title insurance costs, broker's
commissions, loan fees or any other closing or transaction costs.
Loan Agreement
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A. Equity Share Upon Sale or Transfer. The Equity Share Amount shall be
payable to the Agency upon sale or transfer of the Property to a person or persons (the "Buyer")
whose income exceeds 120% of the current annual median income for the Orange County area. If
the Buyer does not submit an income verification statement to the Agency, the Buyer shall be
deemed to exceed such income limit. If the Buyer does not exceed the aforesaid income limit,the
Equity Share Amount shall not become payable.
B. Eauity Share Upon Refinancing or-Failure to Occupy. The Equity
Share Amount shall be payable to the Agency upon a refinancing, failure to occupy the Property
or material breach of any other provision of this Agreement which causes the Agency Loan to
become due and payable. The Sales Price for purposes of determining the Equity Share Amount
shall be determined by an appraisal of the Property. The Agency shall appoint a certified,
independent, appraiser to conduct an appraisal of the Property, at Participant's expense, and
Participant agrees that in such event the Equity Share Amount shall be the Applicable Factor
multiplied by the difference between the Purchase Price and the appraised value of the Property as
of the time of such refinancing. This Agreement shall be terminated upon the Participant's
repayment of the Agency Loan and payment of the Equity Share Amount as provided in this
Agreement.
C. Expiration of Equity Share Obligation. In the event the Participant
does not sell or transfer the Property, does not fail to occupy the Property, does not refinance, or
is not in material breach of any other provision of this Agreement before the Thirtieth anniversary
of the date of this Agreement, the Participant shall have no obligation to pay the Equity Share
Amount to Agency upon any later sale, transfer or refinancing.
5. Occupancy.Standards.The Property shall be used as the personal residence of
Participant and Participant's immediate family and for no other purpose. Participant shall not
enter into an agreement for the rental or lease of the Property.
6. Income Information. Participant has submitted an eligibility verification form to
the Agency prior to execution of this Agreement. Participant represents and warrants to the
Agency that all information Participant has provided and will provide in the future is and will be
true, correct and complete. Participant acknowledges that the Agency is relying upon
Participant's representations that Participant's income does not exceed 120% of the area median
income and would not have entered this Agreement if Participant's income exceeded 120%of the
area median income.
7. Loan Servicing. The Agency may contract with a private lender to originate
and service the Agency Loan.
8. Participant Financing. Participant shall obtain financing for the purchase of the
Property from the Southern California Home Financing Authority or a reputable institutional
lender approved by the Agency(the "Lender"). The lien secured by the Agency Deed of Trust
Loan Agreement
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shall only be subordinated to a first lien on the Property held by the Lender or Lender's assigns.
In addition, not less than three percent(3%) of the Purchase Price of the Property shall be paid in
cash from Participant's own resources and not from the proceeds,of a loan.
9. Covenants Participant and the Agency shall execute and have recorded in the
Official Records of Orange County, California, a "Declaration of Conditions, Covenants and
Restrictions for Property," substantially in the form of Exhibit D attached hereto and incorporated
herein, in which Participant agrees that the Property shall only be owned by Participant or other
persons or families of low or moderate income available at an affordable housing cost, as those
terms are defined in California Health& Safety Code Sections 50093 and 50052.5, and that
Participant shall not discriminate against any person or group of persons on the basis of race,
color, religion, sex, marital status, national origin or ancestry. Such covenants shall run with the
land, in favor of the Agency and the City.
10. Non-Waiver. Failure to exercise any right the Agency may have or be entitled to,
in the event of default hereunder, shall not constitute a waiver of such right or any other right in
the event of a subsequent default.
11. Indemnification. The Participant shall defend, indemnify and hold harmless
the Agency and the City of Huntington Beach and their respective officers, agents, employees,
representatives and volunteers from and against any loss, liability, claim or judgment relating in
any manner to the Property or this Agreement. The Participant shall remain fully obligated for the
payment of property taxes and assessments related to the Property. There shall be no reduction in
taxes for Participant, nor any transfer of responsibility to the Agency or the City to make such
payments,by virtue of the Agency Loan.
12. Defaults. Failure or delay by either party to perform any term or provision of
this Agreement which is not cured within thirty(30) days after receipt of notice from the other
party constitutes a default under this Agreement; provided, however, if such default is of the
nature requiring more than thirty(30) days to cure, the defaulting party shall avoid default
hereunder by commencing to cure within such thirty(30) day period and thereafter diligently
pursuing such cure to completion. The party who so fails or delays must immediately commence
to cure, correct, or remedy such failure or delay, and shall complete such cure, correction or
remedy with diligence.
The injured party shall give written notice of default to the party in default,
specifying the default complained of by the injured party. Except as required go protect against
further damages, the injured party may not institute proceedings against the party in default until
thirty(30) days after giving such notice. Failure or delay in giving such notice shall not constitute
a waiver of any default, nor shall it change the time of default.
13. Documents. Participant is aware that the Agency has prepared certain
documents to implement the Program and secure repayment of the Agency Loan. Participant has
reviewed and agrees to execute the following documents prior to receiving the Agency Loan:
Loan Agreement
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(a) Disclosure Statement;
(b) Promissory Note;
(c) Agency Deed of Trust; and
(d) Declaration of Conditions, Covenants and Restrictions of Property.
Participant agrees and acknowledges that the Agency Deed of Trust and the
Declaration of Conditions, Covenants and Restrictions of Property shall be recorded with the
County Recorder of the County of Orange and shall appear of record with respect to and as
encumbrances to the Property.
14. Further Assurances_ The Participant shall execute any further documents
consistent with the terms of this Agreement, including documents in recordable form, as the
Agency shall from time to time find necessary or appropriate to effectuate its purposes in entering
into this Agreement and making the Agency Loan.
15. Governing Law. This Agreement shall be governed by the laws of the State
of California. Any legal action brought under this Agreement must be instituted in the Superior
Court of the County of Orange, State of California, in an appropriate municipal court in that
county, or in the Federal District Court in the Central District of California.
16. Amendment of Ar�reement. No modification, rescission, waiver, release or
amendment of any provision of this Agreement shall be made except by a written agreement
executed by the Participant and Agency.
17. Agency Mrty Assign. Agency may, at its option, assign its right to receive
repayment of the loan proceeds without obtaining the consent of the Participant.
18. Participant Assignment Prohibited. In no event shall Participant assign or
transfer any portion of this;Agreement without the prior express written consent of the Agency,
which consent may be given or withheld in the Agency's sole discretion. No assumption of the
Agency Loan shall be permitted at any time. This section shall not prohibit the Agency's right to
assign all or any portion of its rights to the loan proceeds hereunder.
19. Entire Agreement. This Agreement constitutes the entire understanding and
agreement of the parties. This Agreement integrates all of the terms and conditions mentioned
herein or incidental thereto, and supersedes all prior negotiations, discussions and previous
Loan Agreement
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agreements between the Agency and the Participant concerning all or any part of the subject
matter of this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day and
year written below.
"PARTICIPANT"
Date: _ Ju1Y 22 , 19 96
Edward G. Peltier
THE REDEVELORMENT AGENCY OF
THE CITY OF HUNTINGTON BEACH,
a public body corporate and politic
Date: - , 19% By:
Chairman
ATTEST: APPROVED AS TO FORM:
:A.gcncy_Cleirk_ .-F _ W 4 Agency Counsel F-t 7/ri lib
REVIEWED AND APPROVED: INITIATED AND APPROVED:
&Vttl /
Executi a Director Director of Econo is Development
Loan Agreement
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EXIIIBIT A
LEGAL DESCRIPTION OF PROPERTY
[To Be Inserted]
Exhibit A to Loan Agreement
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4'a�hgtc:Ptlti�:Exhibit/L'0713�:96
EXIIIBIT B
PROMISSORY NOTE
$ 35,000.00 Huntington Beach, California
July 22 , 19 96
FOR VALUE RECEIVED, the undersigned ("Maker")promises to pay to The
Redevelopment Agency of the City of Huntington Beach("Holder")at 2000 Main Street, P.O.
Box 190, Huntington Beach, California 92648, or at such other address as Holder may direct
from time to time in writing, Thirty-five Thousand Dollars($35,000.00) (the "Note Amount")
together with interest thereon at the rate set forth herein. All sums hereunder shall be payable in
[awful money of the United States of America and all sums shall be credited first to interest then
due and the balance to principal.
1. Interest Rate
Simple interest shall accrue on the Note Amount at a rate of five percent(5.001%o)per
annum. If the fair market value of the Property does not increase at least five percent (5.00%) per
annum, the accrued interest on the Note Amount shall be forgiven by the Holder.
2. Maturity Date
The balance of all unpaid principal and accrued interest shall be due and payable on
Jul 22 2026 (thirtieth(30th) anniversary date of this Promissory Note).
3. Acceleration
The whole of the Note Amount plus accrued interest and all other pa)ments due
hereunder shall become due and be immediately payable to the Holder by the Maker upon the
occurrence of any one of the following events:
(a) Maker sells or otherwise transfers title to the Property;or
(b) Maker refinances any lien or encumbrance to which the Agency Deed of
Trust is subordinate for a loan amount which is in excess of the then current loan balance
of such prior lien or extends the amortization period of the loan secured by such prior lien;
or
(c) Maker fails to occupy the Property or to perform any obligation under the
Agreement (as hereinafter defined).
"Exhibit B" to Loan Agreement
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4. Security for Note
This Promissory Note shall be secured by a second deed of trust encumbering the Property
(the "Agency Deed of Trust"), executed by Maker as Trustor in favor of Holder as Trustee.
5. Prepayment of Note Amount
Maker may prepay to Holder the full Note Amount, together with simple interest thereon
at a rate of five percent (5.00%) per annum, at any time prior to the due date of the Note
Amount.
6. Loan Agreement
This Promissory Dote is made and delivered pursuant to and in implementation of Loan
Agreement entered by and between the Holder and the Maker dated July 22 ,
19 96 (the "Agreement"), a copy of which is on file as a public record with the Holder and is
incorporated herein by reference. The Maker acknowledges that but for the execution of this
Promissory Note, the Holder would not enter into the Agreement or make the loan contemplated
therein. Unless definitions of terms have been expressly set out at length herein, each term shall
have the same definition as set forth in the Agreement.
7. Holder May Assign
Holder may, at its option, assign its right to receive payment under this Promissory Note
without necessity of obtaining the consent of the Maker.
8. Make(Assignment Prohibited
In no event shall Maker assign or transfer any portion of this Agreement without the prior
express written consent of the Holder,which consent may be given or withheld in the Holder's
sole discretion. Likewise, no assumption of the Agency Loan shall be permitted at any time. This
Section shall not prohibit the Holder's right to assign all or any portion of its rights to the loan
proceeds hereunder.
9. Attorneys'Fees and Costs
In the event that any action is instituted to enforce payment under this Promissory Note,
the Maker promises to pav such sums as a court may fix for court costs and reasonable attorneys'
fees.
10. Non-%Vaiver
Failure or delay in giving any notice required hereunder shall not constitute a waiver of
any default or late payment,nor shalt it change the time for any default or payment.
"Exhibit B" to Loan Agreement
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11. Successors Bound
This Promissory Note shall be binding upon the parties hereto and their respective heirs,
successors and assigns.
"MAKER"
Edward G. Peltier
"Exhibit B" to Loan Agreement
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ATTACHINlENT #3
EXHIBIT E
DISCLOSURE STATEMENT
I\NVe EDWARD G. PELTIER ("Applicant")understands and agrees that the
provision of financial assistance from The Redevelopment Agency of the City of Huntington
Beach("Agency") is conditional on a number of factors, including, but not limited to:
• I/We must qualify for a home loan from an institutional lender acceptable to the Agency.
• IAVe must pay at least 3 % of the home purchase price from our own funds.
• IAVe must qualify for assistance under the guidelines of the Agency's Program.
• I/We as owners of the unit must occupy it for the entire term of the loan. If IAVe rent the
unit to others, IAVe will be in default of the Loan Agreement.
U %ye further understand and agree that:
• IAVe will be responsible for repaying the loan with five percent (5%) simple interest per
year at the time Uwe sell, transfer, refinance, or no longer occupy my/our home, or breach
any part of the Loan Agreement. The Annual Percentage Rate for this loan is five percent
(5%). The simple interest shall accrue each year, but is not required to be paid except as
described in the Loan Agreement.
• If within thirty(30) years from the date I/we receive the Agency financial assistance, Uwe
sell or transfer the home I/we purchased under this Program to persons who are not
persons of low or moderate income or refinance the lien of the deed of trust held by
my/our lender, Uwe will be obligated to pay the Agency a percentage share of the
difference between the price I/we paid for the home and its value at the time of such sale,
transfer or refinancing. The Agency Loan is due upon sale, transfer or refinancing of the
unit.
• IAVe have a right to cancel or rescind this loan at any time prior to midnight on the third
business day after the loan agreement is signed by sending a notice of my/our decision to
The Redevelopment Agency of the
City of Huntington Beach
2000 Main Street
P.O. Box 190
Huntington Beach, California 92648
"Exhibit E" to Loan Agreement
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• The Agency will not require me/us to make payments of principal or interest during the
term of the loan. The full balance of principal and interest will be due and payable when
the term of the loan expires. There are no loan closing costs, prepayment penalties or
charges, points, fees, finance charges, service charges, investigation fees, credit report
fees, insurance premiums, notary or escrow fees, late payment charges or other fees
payable pursuant to this loan. An appraisal fee may be payable upon the refinancing of
my/our house.
• The Agency shall not be held responsible for any costs associated with the home Uwe
purchase with such assistance including, but not limited to, any loan fees or charges, any
charges for appraisals, or any escrow costs or other costs relating to the transfer of
property.
• The Agency cannot ensure that information provided by or on behalf of Applicant will be
kept confidential.
• The Agency shall not be responsible for the selection of a home by the Applicant,the
selection of a lender providing funds assisting in the purchase of the home, providing
information concerning other public or private sources of loans, or the competitiveness of
the terms of the Program. I/we assume all responsibility for determining whether I/we
desire to be considered for the Program, and Uwe will inform myself/ourselves as to the
availability and terms of other public or private loans.
• The Agency shall not be charged with knowledge of the contents of the documents of the
primary lender.
• The Agency financial assistance Uwe receive under this Program may be considered to be
income for purposes of federal or state income takes and the Agency shall not be held
responsible for the payment of any taxes which I/we may incur by virtue of the receipt of
such financial assistance.
Dated: 7-22 , 19 96
Edward G. Peltier
"Exhibit E" to Loar.Agreement
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EXHIBIT F
NOTICE OF RIGHT OF RESCISSION
Participant(s): EDWARD G. PELTIER
Loan Amount: $35,000.00
Address of Residence: 7871 Happy Drive. 4201. Hunting on Beach. California
Notice to Participant Required by Federal Law:
You have entered into a transaction on_July 22, 1996 [Date] which may result
in a lien, mortgage, or other security interest on your home. You have a legal right under federal
law to cancel this transaction, if you desire to do so, without any penalty or obligation within
three business days from the above date or any later date on which all material disclosures
required under the Truth in Lending Act have been given to you. If you so cancel the transaction,
any lien, mortgage, or other security interest on your home arising for this transaction is
automatically void. You are also entitled to receive a refund of any down payment or other
consideration if you cancel. If you decide to cancel this transaction, you may do so by notifying:
The Redevelopment Agency of the
City of Huntington Beach
2000 Main Street
P.O. Box 190
Huntington Beach, California 92648
by mail or telegram sent not later than midnight of
(Date)
You may also use any other form of written notice identifying the transaction if it is delivered to
the above address not later than that time. This notice may be used for that purpose by dating and
signing below.
I hereby cancel this transaction.
(Date) Edward G. Peltier
EFFECT OF RESCISSION. When a participant exercises his right to rescind under paragraph
(a) of this section, he is not liable for any finance or other charge, and any security interest
becomes void upon such a rescission. Within 10 days after receipt of a notice of rescission, the
"Exhibit F"to Loan Agreement
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creditor shall return to the participant any money or property given as earnest money, down
payment, or otherwise, and shall take any action neccssary or appropriate to reflect the
termination of any security interest created under the transaction. If the creditor has delivered any
property to the customer, the customer may retain possession of it. Upon the performance of the
creditor's obligations under this section, the customer shall tender its reasonable value. Tender
shall be made at the location of the property or at the residence of the customer, at the option of
the customer. If the creditor does not take possession of the property within 10 days after tender
by the customer, ownership of the property vests in the customer nithout obligation on his part to
pay for it.
ACKNOWLEDGMENT OF RECEIPT OF TWO COPIES OF NOTICE
Each of the undersigned hereby acl'C0wWges receipt of two completed copies of this Notice.
r ►/ 122196
Edward G. Peltier Date
"Exhibit F"to Loan Agreement
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EX11IBIT G
EXPIRATION OF RESC SSI N PERIOD
(Truth ir,Lending-Real Estate and Home Improvement Loans)
Participant(s): EDWARD G. PELTIER
Loan Amount: $35.000.CO
Address of Residence: 7871 Happy Drive,4201,11untington Beach, California
In connection with the agreement of The Redevelopment Agency of the City of Huntington Beach
to make the Loan, which will be secured by a deed of trust on the residence at the above address,
each of the undersigned hereby represents as follows:
1. The undersigned understands the terms ofthi3 Expiration of Rescission Periods
Agreement and its attachments.
2. The Redevelopment Agency of the City of Huntington Beach has agreed, subject only to
the occurrence of certain conditions, to make the Loan and has delivered to each
undersigned a Disclosure Statement setting forth the terms of the Loan and a Notice of
Right of Rescission advising each undersigned of their right to rescind and cancel said
transaction in accordance with the Truth in Lending Act on or before the date the
undersigned has executed this document.
3. Prior to the date shown above, no proceeds of the Loan have been disbursed to or for the
benefit of any of the undersigned.
4. None of the undersigned have canceled or rescinded the Loan nor have any of the
undersigned notified The Redevelopment Agency of the City of Huntington Beach of any
intention to cancel or rescind the Loan.
The undersigned request the Redevelopment Agency of the City of Huntington Beach-10-proceed
with the Loan in reliance upon the foregoing representations.
/ C7/22/96
Edward G. Peltier Date
"Exhibit G"to Loan Agreement
Page 1 of I
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EXHIBIT 1I
CERTIFICATE OF PROPOSED TRANSFEREE
THIS FORM MUST BE DELIVERED TO THE DEVELOPER BEFORE PROCEEDING
WITH ANY TRANSFER OF THE PROPERTY.
July 22 119 96
1. The Proposed Transferee is
Names: Wwa d G. Peltier
Current Address: 7871 _fti _nrive._12Q1 `_
B mtington Beach, California 92648
Telephone Number: 1`800-732-2437
2. The address of the property which the proposed transferee desires to purchase is
7871 Happy Drive, 9201, Huntington Beach, California(the "Property"), which was built in the
Talbert Beach Redevelopment Project Area.
3. The Proposed transferee represents, warrants and covenants the following:
(a) The Property will be the principal residence of the proposed transferee.
(b) The combined maximum annual income in the current year for all household
members of the proposed transferee is S (This figure must reflect
income from all sources.)
(c) The proposed transferee will deliver to the Redevelopment Agency of the City of
Huntington Beach a signed financial statement on a form acceptable to the Agency.
4. The proposed transferee's household consists of the following persons who will reside in
the Property:
Adults(IS or over)- [name of each]:
Edward G. Peltier
"Exhibit H"to Loan Agreement
Page 1 cf 6
41e-GA-Agee:PELTIER:Exhbi11I
RES 96463
110196
Minors(under 18)- [name of each]:
5. The proposed transferee must submit to the Developer, on a form available from the.
Developer, an income certification so the Developer may determine if the proposed transferee is
an Eligible Person or Family.
6. A true and correct copy of the proposed transferee's most recent tax return to the U.S.
Internal Revenue Service is attached hereto.
7. The terms of the proposed transfer are:
(a) Sales price of$ 174,900.00 This sales price is based on the less of
XX (i) Fair market value; or
{ii) The maximum price at which the Purchase Housing
Cost of the Proposed Transferee would not exceed
Affordable Housing Cost. The calculation of the
Sales Price under this subsection(ii) is illustrated in
Attachment No. 10 to the Disposition and
Development Agreement.
IN ORDER TO ANSWER QUESTION 2(a) YOU MUST CALCULATE THE
PROPOSED SALES PRICE BASED ON AFFORDABLE HOUSING COST, TAKING INTO
CONSIDERATION ALL ITEMS LISTED IN THE DEFINITION OF PURCHASE HOUSING
COST.
(b) Price of any personal property being sold by the owner to the proposed transferee:
$ -�
(if none, so state)
(c) The price of S -0- to be paid by the proposed transferee for
any services of Owner. (If none, so state.)
(d) All other amounts of money or other consideration, if any, concerning the Property
or any other matter to be paid by the proposed transferee to the Owner:
$ -0- (If none, so state.)
"Exhibit H" to Loar,Agreement
Page 2 of 6
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(e) Sources of payment of sales price:
Sales price $ 174,900.00
Cash down payment $ 8,900.00
Istloan $ 131,000.00
2ndloan $ 35,000.00
Other(describe) $
174,900.00
Total
(f) The financing obtained by the proposed transferee to purchase the Property is as
follows:
1 st Loan:
Loan amount: $ 131,000.00
Monthly payments: $ 961.24
Interest rate 8i00 %
if variable interest, describe adjustment mechanism:
Due date: AU= 1, 2026
Balloon payment amount: NONE
Points and fees: $3,866.50
Lender: MISSIM HILLS MORTGAGE
Lender's address: 1403 NORTH TUSTIN AVE. 1280
SANTA ANA, CALIFORNIA 92701
"Exhibit H" to Loan Agreement
Page 3 of 6
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2nd Loan:
Loan amount: $ 35,000.00
Monthly payments: $ -�
Interest rate 5.00% ACCRUING
if variable interest, describe adjustment mechanism:
Due date: UPON SALE
Balloon payment amount: PRINCIPAL G ACCF U® INTEREST
Points and fees: -0- CITY OF HUNTING11M BEACH
Lender: 2000 MAIN ST=
EUNTIR=CN EFACH, CALIEVIRIIA 92648
Lender's address:
Other Loans: (describe, if none, so state)
(g) The month'.y Purchase Housing Cost to be paid by the proposed transferee:
1st loan monthly payment: S 961.24
2nd loan monthly payment: $
Other loans monthly payment: $
Taxes and assessments(1/12 of
yearly taxes and assessments): $ 182.19 estimate
Insurance(1/12 of yearly $ -0-
premium)
Homeowner's dues: $ 1.75.69
Total: $1,319.12
"Exhibit H" to Loan Agreement
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8. A true and correct copy of the purchase and sale or other agreement between the owner
and the proposed transferee is attached hereto.
I declare under penalty of perjury under the laws of the State of California that the
foregoing is true and correct.
PROPOSED TRANSFEI:EE:
APR.IL 22, 1996
Date
Signature EUAARD G. PELTIER Signature
IDWW G. PELTIIIt
Print name Print name
7871 HAPPY DRIVE,, #201
Street Address Telephone
HURTING] N BEACH, CALIFCRNIA 92648
City State Zip Code
"Exhibit H"to Loan Agreement
Page 5 of 6
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Developer's Certification
Based on the Proposed Transferee's Certificate, above, and all documents attached hereto,
Developer hereby certifies,that:
(1) Proposed Transferee is an Eligible Person or Family;
and
(2) The monthly Purchase Housing Cos:to be paid by the Proposed Transferee shall
not exceed the monthly AfTordable Housing Cost.
[Capitalized terms used above are defined in the Disposition and Development Agreement
to which this certificate is attached.]
DEVELOPER:
SASSM NM CAP INC.
A CALI TICK--C=
e_r
By:
Its: -�rz� �{
Date: '7—Z3- 191(o
"Exhibit H" to Loan Agreement
Page b of 5
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RLS 96463
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FAX
SOW) 17
;,"� 13 • P.ECARD+'4 Rr-WESTfD EY
` CMWAl.LAKY—E S BU Co.
RECORDING REQUESTED BY
AND WHEN RECORDED RETURN TO:
Recorded in the County of Orange, California
II Gary L. Granville, Clerk/Recorder
Redevelopment Agency ofthe City of 1'!1!rll:Cl:l:ll.�.lil! l.l.'!I!I ff.��l� Ho Fee
Huntington Beach 19960380374 08:00v 07/26/96
2000 plain Street 006 284182 16 17 CON
Huntington Beach, California 92648 011 ash 17 0 14.00 0.00 48.00 0.00 0.00 0.00
Attn: Agency Clerk 0.00 0.00 0.00
ISpsce Abaft Pus Lme For Recor&ez Vu I
This document is exempt from
recording fees pursuant to
Government Code Section 6103.
DEED OF TRUST WITH ASSIGNMENTS OF RENTS
2rr
Q THIS DEED OF TRUST is made this 22 day of July, 1996,by and among
EDIVARD G. PELTIER, whose address is 7871 Happy Drive, #201, Huntington Beach, �.
California (the "Trustor")and THE CITY OF HUNTINGTON BEACH, a municipal corporation
(the "Trustee") and THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON
BEACH, a public body corporate and politic(the "BENEFICIARY"), whose address is
v� 2000 Main Street, Huntington Beach, California 92648.
WITNESSETH: That Trustor Irrevocably Grants, Transfers and Assigns,to
Trustee, in Trust, with Power of Sale, that property in the City of Huntington Beach, County of
Orange, State of California, described legally in the Legal Description attached hereto as Exhibit
"A" and incorporated herein.
TOGETHER WITH: (a) all buildings, improvements and fixtures, now or
hereafter placed thereon, it being understood and agreed that all classes of property attached or
unattached used in connection herewith shall be deemed fixtures, (b) rents, issues and profits
thereof, (c) any water rights and/or stock are appurtenant or pertain to said land, and (d) all sums
of money payable on the purchase price of said property secured by a lien thereon or payable
under any agreement for the sale thereof, SUBJECT, 1101k`EVER,to the right, power and
authority hereinafter given to and conferred upon Beneficiary to collect and apply such rents,
issues and profits, and all sums of money payable on the purchase price of said property secured
by a lien thereon or payable under any agreement.
THIS DEED OF TRUST IS SECOND AND SUBORDINATE TO A FIRST DEED OF TRUST RECORDING
CONCURRENTLY HER01ITH
Page 1 of 15
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4 • . ,�
A. FOR THE PURPOSE OF SECURING:
1. Payment of the sum of Thirty-five Thousand Dollars ($35,000.00)with interest
thereon according to the terms of a Promissory Note of even date herewith, made by Trustor,
payable to the order of the Beneficiary and extensions or renewals thereof.
2. Payment of such additional sums with interest thereon as: (a) maybe hereafter
borrowed from the Beneficiary by the then record owner or owners of said property when
evidenced by another Promissory Note or Notes, or(b)as may be added to the indebtedness
secured hereby in accordance with the provision of this Deed of Trust.
3. Performance of each and every obligation, covenant, promise or agreement of
Trustor contained herein in the Loan Agreement between Beneficiary and Trustor dated
July 22 , 19. 9s , insofar as the terms and conditions of that agreement may apply to
Trustor.
a. Payment, with interest thereon, future indebtedness or obligation of the Trustor(or
of any successor-in-interest of the Trustor to said property) to the Beneficiary, whether created
directly or acquired by assignment, whether absolute or contingent, whether due or not, whether
otherwise secured or not, or whether existing at the time of the execution of the Deed of Trust, or
arising thereafter.
B. TO PROTECT THE SECURITY OF THIS DEED OF TRUST,TRUSTOR AGREES:
I. To keep said property in good condition and repair; to allow Beneficiary or its
representatives to enter and inspect the premises at all reasonable times and access thereto, shall
be permitted for that purpose; not to remove or demolish any building thereon; not to make
alterations thereto without the consent of the Beneficiary;to suffer or permit no change in the
general nature of the occupancy of the premises without Beneficiary's written consent; to
complete or restore promptly and in good workmanlike manner any building which may be
constructed, damaged or destroyed thereon, including, without restricting the generality of the
foregoing, damage from termites and dry-rot;to pay when due all claims for labor performed and
materials furnished in connection with such property and not to permit any mechanic's lien against
such property;to comply with all laws affecting such property or requiring any alterations or
improvements to be made thereon; not to initiate or acquiesce in any zoning reclassification
without Beneficiary's written consent; not to commit or permit waste thereon; not to commit,
suffer or permit any act upon such property in violation of the law; and to paint, cultivate, irrigate,
fertilize, fumigate, prune, and do all other acts that from the character or use of said property may
be reasonably necessary;to promptly pay all amounts due others upon agreements of lease or
conditional sale of all fixtures, furnishings and equipment located thereon.
If the loan secured hereby or any part thereof is being obtained or should any
additional loan be made hereafter for the purpose of financing rehabilitation improvements on said
property, Trustor further agrees, anything in this Deed of Trust to the contrary notwithstanding;
Page 2 of 15
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1
(a) to complete the same in accordance with City approved plans and specifications satisfactory to
Beneficiary; (b) to allow Beneficiary to inspect such property at all times during rehabilitation;
(c) to replace any work or materials unsatisfactory to Beneficiary within fifteen (15) calendar days
after written notice from Beneficiary of such fact, which notice may be given to Trustor by
registered or certified mail, sent to his last known address, or by personal service of the same; (d)
that work shall not cease on the rehabilitation of such improvements for any reason whatsoever
for a period of fifteen(15) calendar days, whether consecutive or not, without the written
permission of the Beneficiary; (e) to pay when due all claims of labor and materials furnished in
connection with the said rehabilitation and not to permit any claims of lien for said work or
material to be filed of record against the property; (f) not to permit any stop notice claims to be
presented to Beneficiary. If said property is part of a larger tract upon which improvements will
be constructed, Trustor shall make separate contracts and subcontracts for said construction
which shall pertain to the said property only and shall keep separate, full and complete records of
all work and materials furnished to the said property. Trustee upon presentation to it of an
affidavit signed by the Beneficiary setting forth facts showing a default by Trustor under this
paragraph, is authorized to accept as true and conclusive all facts and statements therein, and to
act thereon hereunder.
2. To provide, and maintain in force at all times with respect to said property, fire and
other types of insurance as may be required by Beneficiary. All of such insurance shall have a loss
payable endorsement in favor of Beneficiary, shall be for a term and in form, content, amount and
in such companies as may be satisfactory to Beneficiary, and the policies therefor shall be
delivered to and remain in possession of Beneficiary as further security for the faithful
performance of these trusts. At least thirty (30) days prior to the expiration of any insurance
policy, a policy or policies renewing or extending such expiring insurance shall be delivered to
Beneficiary together with written evidence showing payment of the premium therefor and, in the
event any such insurance policy and evidence of the payment of the premium therefor are not so
delivered by Trustor to Beneficiary, Trustor by executing this Deed of Trust specifically requests
Beneficiary to obtain such insurance and Beneficiary, without obligation to do so, without notice
to or demand upon Trustor and without releasing Trustor from any obligation hereof, may obtain
such insurance through or from any insurance agency or company acceptable to it, pay the
premium thereof, and may add the amount thereof to the indebtedness secured hereby, which
amount shall bear a like rate of interest. Beneficiary may furnish to any insurance agency or
company, or any other person, any information contained in or extracted from any insurance
policy delivered to Beneficiary pursuant hereto and any information concerning the loan secured
hereby. Neither Trustee nor Beneficiary shall be responsible for such insurance or for the
collection of any insurance monies, or for any insolvency of any insurer or insurance underwriter.
In case of insurance loss, Beneficiary is hereby authorized either (a) to settle and adjust any claim
under the insurance policies provided for in this document without the consent of the Trustor, or
(b) to allow Trustor to agree with the insurance company or companies on the amount to be paid
upon the loss. In either case, the Beneficiary is authorized to collect and make receipt of any such
insurance money. If Trustor is obligated to restore or replace the damaged or destroyed buildings
or improvements under the terms of any lease or leases which are or may be prior to the lien of
this Deed of Trust and such damage or destruction does not result in cancellation or termination
Page 3 of 15
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of such lease, such proceeds, after deducting therefrom any expenses incurred in the collection
thereof, shall be used to reimburse the Trustor for the cost of rebuilding or restoring the buildings
or improvements on said premises. In all other cases,such insurance proceeds, at the option of
the Beneficiary, shall either be applied in reduction of the indebtedness secured hereby whether
due or not, or in such order as Beneficiary may determine, or be held by the Beneficiary and used
to reimburse the Trustor for the cost of the rebuilding or restoring the buildings or improvements
on said premises. Such buildings and improvements shall be so restored or rebuilt as to be of at
least equal value and substantially the same character as prior to the damage or destruction, and
shall be in a condition satisfactory to Beneficiary. Such application or release shall not cure or
waive any default or notice of default hereunder or invalidate any act done pursuant to such
notice. Any and all unexpired insurance shall inure to the benefit of, and pass to the purchaser of,
the property conveyed at any Trustee sale held hereunder.
3. To pay: (a)at least ten(10) days before delinquency, all general and special City
and County taxes, and all assessments on appurtenant water stock, affecting such property, (b)
when done, all special assessments for public improvements, without permitting any improvement
bond to issue for any special assessment (c)when done, all encumbrances, charges and lines, with
interest,on said property, or any part thereof,which are or appears to be prior to superior hereto,
(d) if the security of this Deed of Trust is leasehold estate, to make any payment or do any act
required of the Lessee or its successor in interest under the terms of the instrument or instruments
creating said leasehold, (e)all costs, fees and expenses of this trust, (0 for any statement
regarding the obligation secured hereby any amount demanded by Beneficiary not to exceed the
maximum allowed by law thereof at the time when such request is made, (g) such other charges
for services rendered by Beneficiary and furnished at Trustor's request or that of any successor in
interest to Trustor as the Beneficiary may deem reasonable.
If, by the laws of the United States of America, or of any state having jurisdiction over the
Trustor, any tax is due or becomes due in respect to the issuance of the Note hereby secured, the
Trustor covenants and agrees to pay such tax in the manner required by such law. Should Trustor
fail to make any such payment,Beneficiary may elect to make such payment, Beneficiary may
elect to make such payment and any amount so paid may be added by Beneficiary to the
indebtedness secured hereby and shall bear a like rate of interest.
4. That, should Trustor fail to make any payment or do any act as provided in this
Deed of Trust, the Beneficiary or Trustee,but without obligation to do so and without notice to
or demand upon Trustor and without releasing Trustor from any obligation hereof, may(a) make
or do the same in such manner and to such extent as either may deem necessary to protect the
security hereof, Beneficiary or Trustee being authorized to enter upon said property for such
purposes, (b) commence, appear in, or defend any action or proceeding purporting to affect the
security hereof or the property covered by this Deed of Trust, or the rights or powers of
Beneficiary or Trustee, (c)pay, purchase, contest or compromise any encumbrance, charge or
lien,which in the judgment of either is or appears to be prior or superior hereto,and (d)in
exercising any such powers, pay necessary expenses, employ counsel and pay his reasonable fees.
Trustor agrees to repay any amount so expended or,demand of Beneficiary,and any amount so
WONbCMbWbmcoNDOwwAx
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expended may be added by Beneficiary to the indebtedness secured hereby and shall bear a like
rate of interest.
,
5. To appear in and defend any action or proceeding purporting to affect the security
hereof or the property which is covered by this Deed of Trust, or the rights or powers of
Beneficiary or Trustee, and whether or not Trustor so appears or defends, to pay all costs and
expenses, including cost of evidence of title and attorney's fees in a reasonable sum, in any such
action or proceeding in which Beneficiary or Trustee may appear by virtue of being made a party
defendant or otherwise irrespective of whether the interest of Beneficiary or Trustee in such
property id directly questioned by such action, including any action for the condemnation or
partition of said premises, and in any suit brought by Beneficiary to foreclose this Deed of Trust.
6. To pay immediately and without demand, all sums expended under the terms of
this Deed of Trust by Beneficiary or Trustee, with interest from the date of expenditure at the rate
which the principal obligation secured hereby bears at the time such payment is made, and the
repayment of such sums shall be secured hereby.
7. That, should the Trustor or any successor in interest to Trustor in such property
drill or extract, or enter into a lease for drilling or extraction of oil, gas or other hydrocarbon
substances or any mineral of any kind or character, or sell, convey, further encumber, or alienate
said property, or any party thereof, or any interest therein, or be divested of his title or any
interest therein in any manner or way,whether voluntarily or involuntarily, Beneficiary shall have
the right, at its option, to declare any indebtedness or obligations secured hereby irrespective of
the maturity date specified in any Note evidencing the same, immediately due and payable, and no
waiver of this right shall be effective unless in writing.
S. That any award, settlement or damages for injury or damages to such property, or
in construction with the transaction financed by such loan, and any award of damages in
connection with any condemnation for public use of or injury to said property, or any part thereof,
is hereby assigned and shall be paid to Beneficiary, who may apply or release such monies
received by it in such manner and with the same effect as above provided for the disposition of
proceeds of fire or other insurance.
9. That, by accepting payment of any sums secured hereby after its due date, or by
making any payment, performing any act on behalf of Trustor,that Trustor was obligated
hereunder, but failed, to make, or perform, or by adding any payment so made by Beneficiary to
the indebtedness secured hereby, Beneficiary does not waive its right either to require prompt
payment when due of all sums so secured or to declare a default for failure so to pay.
10. That at any time, or from time to time, ,Mthout liability of the Beneficiary or
Trustee thereof, and without notice, upon written request of Beneficiary and presentation of this
Deed of Trust and any Note secured hereby for endorsement, and without affecting the personal
liability of any person for payment of the indebtedness secured hereby, or the lien of the Deed of
Trust upon the remainder of said property for the full amount of the indebtedness then or
Page 5 of 15
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thereafter secured hereby, or the rights or powers of Beneficiary or the Trustee with respect to
the remainder of said property, Trustee may: (a) reconvey any part of said property, (b) consent
to the making of any map or plat thereof, (c)join in granting any easement thereon, (d)join in any
agreement subordinating the lien or charge hereof.
11. That the lien hereof shall remain in full force and effect during any postponement
or extension of time of payment of the indebtedness secured hereby, or any part thereof.
12. That, upor,written request of Beneficiary stating that all sums secured hereby have
been paid, and upon surrender of this Deed of Trust and said Note or Notes to Trustee for
cancellation and retention, and upon payment of its fees, Trustee shall reconvey,without
warranty, the property then held hereunder. The recitals in such reconveyance of any matters of
fact shall be conclusive of the truthfulness thereof. The grantee in such reconveyance may be
described as "the person or persons legally entitled thereto." Such request and reconveyance shall
operate as re-assignment of the rents, issues, royalties and profits assigned to Beneficiary. Five
(5)years after issuance of such full reconveyance, Trustee may destroy said Note and this Deed of
Trust(unless directed in such request to retain them).
13. That as additional security, Trustor irrevocably assigns to Beneficiary the rents,
issues, and profits of the property affected by this Trust Deed for the purposes and upon the terms
and conditions set forth below. This assignment shall not impose upon Beneficiary any duty to
produce rents from the property affected by this Trust Deed, or cause Beneficiary to be(a)
"mortgages in possession" for any purpose; (b) responsible for performing any of the obligations
of the lessor under any lease; or(c) responsible for any waste committed by lessees or any other
parties, for any dangerous or defective condition of the property affected by this Trust Deed, or
for any negligence in the management, upkeep, or control of such rights to rents, issues and
profits is-not contingent upon, and may be exercised without possession of, the property affected
by this Trust Deed.
Beneficiary confers upon Trustor a license("License") to collect;and retain the rents,
issues and profits of the property affected by this Trust Deed as they become due and payable,
until the occurrence of a default hereunder. Upon such default, the License shall be automatically
revoked and Beneficiary may collect and retain the rents, issues and profits without notice and
without taking possessions of the property affected by this Trust Deed. This right to collect rents,
issues and profits shall not grant to Beneficiary or Trustee the right to possession, except as
otherwise provided herein; and neither said right, nor termination of the License, shall impose
upon Beneficiary or Trustee the duty to produce rents, issues or profits or maintain all or any part
of the property affected by this Trust Deed. If Trustor shall default as aforesaid, Trustoes right to
collect any such money shall cease and Beneficiary shall have the right,with or without taking
possession of the property affected hereby, to collect all rents, issues, royalties and profits and
shall be authorized to, and may, without notice and irrespective of whether declaration of default
has been delivered to Trustee and without regard to declaration of default has been delivered to
Trustee and without regard to the adequacy of the security for the indebtedness secured hereby,
either personally or by attorney or agent without bringing any action or proceeding, or by receiver
Page 6 of 15
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to be appointed by the Court, enter into possession and hold, occupy, possess and enjoy the said
property, make cancel, enforce and modify leases, obtain and eject tenants, and set and modify
rents and terms of rents, and to sue, and to take, receive and collect all or any part of the said
rents, issues, and profits of the property affected hereby, and after paying such costs of
maintenance, operation of said property, and of collection including reasonable attorneys' fees, as
in its judgment it may deem proper, to apply the balance upon any indebtedness then secured
hereby,the rents, issues, royalties and profits of said property being hereby assigned to
Beneficiary for said purposes. The acceptance of such rents, issues, royalties and profits shall not
constitute a waiver of any other right which Trustee or Beneficiary may enjoy under this Deed of
Trust or under the laws of California. Failure of or discontinuance by Beneficiary at any time, or
from time to time, to coIIect any such rents, issues, royalties or profits shall not in any manner
affect the subsequent enforcement by Beneficiary of the right, power and authority to collect the
same. The receipt and application by said Beneficiary of all such rents, issues, royalties and
profits pursuant hereto, after execution and delivery of declaration of default and demand for sale
as hereinafter provided, or during the pendency of Trustee's sale proceedings hereunder, shall not
cure such breach or default not affect said sale proceedings, or any sale made pursuant thereto,
but such rents, issues, royalties and profits, less all costs of operation, maintenance, collection and
reasonable attorneys'fees, when received by Beneficiary, shall be applied in reduction of the
indebtedness secured hereby,from time to time, in such order as Beneficiary may determine.
Nothing contained herein, nor the exercise of the right by Beneficiary to collect, shall be, or be
construed to be, an affirmation by Beneficiary of any tenancy, lease or option, nor an assumption
of liability under, nor subordination of the lien or charge of this Deed of Trust to, any such
tenancy, lease or option.
14. That if the security of this Deed of Trust is a leasehold estate, the Trustor agrees
that: (a)the term "Lease" as used herein shall mean the lease creating the "leasehold estate"; (b)
Trustor shall not amend, change or modify his leasehold interest, or the Lease, or agree to do so,
without the written consent of the Beneficiary; (c)Trustor will promptly advise Beneficiary
regarding any notice, request or demand received by him from the lessor under the Lease and
promptly furnish Beneficiary with a copy of any such notice, request or demand; (d)as long as
any of the indebtedness secured hereby shall remain unpaid, unless the Beneficiary shall otherwise
consent thereto in writing, the leasehold estate shall not merge with the fee title but shall always
be kept separate and distinct, notwithstanding the union of said estates in any party; (e)Trustor
agrees that it will promptly, strictly, and faithfully perform, fulfill, and comply with all covenants,
agreements, terms, conditions and provisions under any lease affecting the premises and to neither
do anything, nor to permit anything to be done which may cause modification or termination of
any such lease or of the obligations of any lessee or person claiming through such lease or the
rents provided for therein or the interest of the lessor or the Beneficiary therein or thereunder.
Trustor further agrees he will not execute a Deed of Trust or mortgage which may be or become
superior to any leasehold estate that is security for this Deed of Trust. In the event of a violation
of any of the covenants set forth in this paragraph, Beneficiary shall have the right, at its option,
to declare all sums secured hereby immediately due and payable. Consent to or waiver of one of
said violations shall not be deemed to be a consent to or waiver or any other violation. If the
security for this Deed of Trust is a leasehold estate, the term "property" as used in this Deed of
Page 7 of 15
-G'G A-96AGREE:PELT1 ER:MibitC
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Trust shall be deemed to mean the leasehold estate whenever the context so requires for the
protection of the Beneficiary.
15. That upon default by Trustor in payment of any indebtedness secured hereby or in
performance of any agreement, and the Promissory Note, if applicable, hereunder, and upon
default by Trustor under the terms of any encumbrance, charge or lien which is or appears to be
prior or superior hereto, Beneficiary may declare all sums secured hereby immediately due and
payable by delivery to Trustee of written declaration of default and demand for sale of written
notice of default and of election to cause to be sold said property, which notice Trustee shall
cause to be filed for record. Beneficiary shall also deposit with Trustee this Deed of Trust and
any Notes and all documents evidencing expenditures, secured hereby. After the lapse of such
time as then may be required by law following recordation of such notice of default, and notice of
sale having been given as then required by law, Trustee, without demand on Trustor, shall sell
said property at the time and place fixed by it in such notice of sale, whether as a whole or in
separate parcels, and in such order as it may determine, at public auction to the highest bidder for
case in lawful money of the United States, payable at time of sale. Trustee may postpone sale of
all or any portion of said property by public announcement at such time and place of sale, and
from time to time thereafter may postpone such sale by public announcement at the time fixed by
the preceding postponement. Trustee shall deliver to such purchaser its Deed conveying the
property so sold, but without any covenant or warranty, express or implied. The recital in such
Deed of any matters of fact shall be conclusive of the truthfulness thereof. Any person, including
Trustor, Trustee, or Beneficiary as hereinafter defined, may purchase at such sale. Trustee may
also sell at any such sale and as part thereof any shares of corporate stock securing the obligations
secured hereby, and Trustor waives demand and notice of such sale. (Beneficiary at its option
may also foreclose on such shares by independent pledge sale, and Trustor waives demand and
notice of such sale). After deducting all costs, fees and expenses of Trustee, and of this Trust,
including cost of evidence of title in connection with this sale, Trustee shall apply the proceeds of
sale to payment, first; all sums expended under the terms hereof, not then repaid, with accrued
interest at the rate then payable under the Note or Notes secured hereby, and then of all other
sums secured hereby, and, if there are any proceeds remaining, shall distribute them to the person
or persons legally entitled thereto.
16. To waive, to the fullest extent permissible by law, the right to plead any statute of
limitations as a defense to any demand secured hereby.
17. That Beneficiary may, from time to time, by instrument in writing, substitute a
successor or successors to any Trustee named herein or acting hereunder, which instrument,
executed and acknowledged by Beneficiary and recorded in the office of the recorder of the
county or counties where such property is situated, shall be conclusive proof of property
substitution of such successor Trustee or Trustees, who shall, without conveyances from the
Trustee predecessor, succeed to all its title, estate, rights, powers and duties, including but not
limited to the power to reconvey the whole or any part of the property covered by this Deed of
Trust. Such instrument must contain the name of the original Trustor, Trustee and Beneficiary
hereunder, the book and page where this Deed of Trust is recorded. If notice of default shall have
Page 8 of 15
4\c\G:4-96AGREE:PELTIER:ExhibitC
RLS 96-463
7/10/96
been recorded, this power of substitution cannot be exercised until after the costs, fees and
expenses of the then acting Trustee shall have been paid to such Trustee, who shall endorse
receipt thereof upon such instrument. The procedures herein provided for substitution of Trustee
shall not be exclusive of other provisions for substitution provided by law.
18. That this Deed of Trust applies to, inures to the benefit of, and binds all parties
hereto, their heirs, legatees, devisees, administrators, executors, successors and assigns. The term
"Beneficiary" shall mean the owner and holder, including pledge, of the Note secured hereby,
whether or not named as Beneficiary herein. In this Deed of Trust, whenever the context so
requires, the masculine gender includes the feminine and/or neuter, and the singular number
includes the plural.
19. That in the event the property secured by this Deed of Trust is income producing
property consisting of four units or more, Trustor agrees to file with Beneficiary, annually on
January 1, a written operational report. Such operational report shall contain a brief but complete
statement of the year's income and expenses of such property, a list of all vacancies, and a
statement of any material change in the property or business carried on therein for such period.
20. That in the event of a demand for, and the preparation and delivery of a written
statement regarding the obligations secured by this Deed of Trust pursuant to Sections 2943 and
2954 of the Civil Code of California, Beneficiary shall be entitled to make a reasonable charge,
not exceeding the maximum amount which is permitted by law at the time the statement is
furnished. Beneficiary may also charge Trustor a reasonable fee for any other services rendered
to Trustor or rendered in Trustoes behalf in connection with said property of this Deed of Trust,
including changing Beneficiary's records pertaining to this Deed of Trust and the loan secured
hereby in connection with the transfer of said property, or releasing an existing policy of fire
insurance or other casualty insurance held by Beneficiary and replacing the same with another
such policy.
21. That Trustee accepts this Trust when this Deed of Trust, duly executed and
acknowledged, is made a public record as provided by law. Trustee is not obligated to notify any
party hereto of pending sale under any other Deed of Trust or of any action or proceeding in
which Trustor, Beneficiary, or Trustee shall be a party unless brought by Trustee.
22. That should this Deed of Trust or any Note secured hereby provide any fee for
prepayment of any indebtedness secured hereby, Trustor agrees to pay said fee, if any, of said
indebtedness shall be paid prior to the due date thereof stated in said Note or this Deed of Trust
even if notwithstanding Trustor shall have defaulted in payment thereof, or in performance of any
agreement hereunder, and Beneficiary, by reason thereof, shall have declared all sums secured
hereby immediately due and payable.
23. That Trustor has made certain representations and disclosures in order to induce
Beneficiary to make the loan evidenced by the Promissory Note or Notes which this Deed of
Trust secures, and in the event that Trustor has made any material misrepresentation or failed to
Page 9 of 15
4's'G:4-96AGREE:PELTIER:ExhibitC
RLs 96-463
7.10.'96
disclose any material fact, Beneficiary at its option and without notice, shall have the right to
declare the indebtedness secured hereby, irrespective of the maturity date specified in such Note
or Notes, immediately due and payable, and on failure to so pay Beneficiary may make a written
declaration of default and demand for sale as in paragraph No. 15 herein set forth. Trustee, upon
presentation to it of an affidavit signed by Beneficiary setting forth facts showing a default by
Trustor under this paragraph, is authorized to accept as true and conclusive all facts and
statements therein, and to act thereon hereunder.
Any notice which any party hereto may desire or be required to give to the other party
shall be in writing_ The rrailing thereof must be certified mail addressed to the Trustor at his
address hereinabove set forth or to the Beneficiary at his office or at such other place as such
parties hereto may designate in writing.
THE UNDERSIGNED TRUSTOR REQUESTS that a copy of any notice of
default and of any notice of sale hereunder be mailed to him at his address herein before set forth.
TRUSTOR:
Edward G. Peltier
APPROVED AS TO FORM.
Agency Counsel
Page 10 of 15
4'f.G:4.96AGREE:PEL77ER:ExhihitC
RIS 96-463
WM96
RIDER TO DEED OF TRUST
FIRST TIME HOMEBUYER DOWN PANWENT ASSISTANCE PROGRAM
This Deed of Trust is subject to the terms and conditions of that certain Loan Agreement
dated July 22 , 19 96 (the "Loan Agreement"), pursuant to which Beneficiary has
agreed to loan Trustor the sum of Thirty-five Thousand Dollars($35,000.00) (the "Loan
Amount"). All terms in this Rider to Deed of Trust, if not separately defined herein, shall have the
meanings as defined in the Loan Agreement.
In the event that the Agency Loan becomes due and payable prior to the thirtieth
anniversary of the date of this Agreement, Trustor sUl. pay to Beneficiary concurrent with such
sale, transfer or refinancing, an amount equal to the "Equity Share Amount." The Equity Share
Amount shall be determined by applying a percentage factor(the "Applicable Factor") to the
difference between the Safes Price and the Purchase Price(defined below) as follows:
1. Prior to fifth anniversary
of the Agency Deed of Trust: fifty percent(50%)
2. After fifth anniversary but)
prior to sixth anniversary: forty-eight percent (48%)
3. After sixth anniversary but
prior to seventh anniversary forty-six percent (46%)
4. After seventh anniversary but
prior to eighth anniversary: forty-four percent(44%)
5. After eighth anniversary but
prior to ninth anniversary: forty two percent (42%)
6. After ninth anniversary but
prior to tenth anniversary: forty percent (40%)
7. After tenth anniversary but
prior to eleventh anniversary: thirty-eight percent (38%)
S. After eleventh anniversary but
prior to twelfth anniversary: thirty-six percent (36%)
9. After twelfth anniversary but
prior to thirteenth anniversary: thirty-four percent (34%)
Page I 1 of 15
4`s'G:4.96:1GREE:PLLIIER:ExhibitC
RLS 96-463
7;IO%96
10. After thirteenth anniversary but
prior to fourteenth anniversary: thirty-two percent (32%')
11. After fourteenth anniversary but
prior to fifteenth anniversary: thirty percent (30%)
12. After fifteenth anniversary but
prior to sixteenth anniversary: twenty-eight percent (28%)
13. After sixteenth anniversary but
prior to seventeenth anniversary: twenty-six percent (26%)
14. After seventeenth anniversary but
prior to eighteenth anniversary: twenty-four percent (24%)
15. After eighteenth anniversary but
prior to nineteenth anniversary: twenty-two percent (22%)
16. After nineteenth anniversary but
prior to twentieth anniversary: twenty percent (20%)
17. After twentieth anniversary but
prior to twenty-first anniversary: eighteen percent (18%)
19. After twenty-first anniversary but
prior to twenty-second anniversary: sixteen percent (16%)
19. After twenty-second anniversary but
prior to twenty-third anniversary: fourteen percent (14%)
20. After twenty-third anniversary but
prior to twenty-fourth anniversary: twelve percent(12%)
21. After twenty-fourth anniversary but
prior to twenty-fifth anniversary: ten percent (100/0)
22. After twenty-fifth anniversary but
prior to twenty-sixth anniversary: eight percent(8%)
23. After twenty-sixth anniversary but
prior to twenty-seventh anniversary: six percent (6%)
24. After twenty-seventh anniversary but
prior to twenty-eighth anniversary: four percent (4%)
Page 12 of 15
4`a'.G:4-96AGItEE:PELTIER:ExhibitC
RLS 96-463
7;10,%
25. After twenty-eighth anniversary but
prior to twenty-ninth anniversary: two percent (2%)
26. After twenty-ninth anniversary but
prior to thirtieth anniversary: one percent (1%)
27. After thirtieth anniversary: zero percent (0%)
The "Purchase Price" is the price paid by the Participant to the Seller for Seller's interest in
the Property, exclusive of escrow fees, title insurance costs, broker's commissions, loan fees or
any other closing or transaction costs.
The actual cost to Participant of all capital improvements to the Property made while
Participant owned the Prcperty may be added to the Purchase Price if Participant complies with
the following:
No capital improvements which cost more than two thousand five hundred dollars
($2,500) shall be added to the Purchase Price unless within sixty(60) days following completion
of such capital improvements to the Property Participant shall send the following to the Agency:
(i) an itemized list of the improvements, (ii) proof of completion of the improvements, and (iii)
evidence of the cost of the improvements. The costs incurred by the Participant for capital
improvements which cost less than two thousand five hundred dollars($2,500) shall be added to
the Purchase Price upon Participant's submission of evidence of such costs to the Agency, in a
form reasonably satisfactory to the Agency, prior to the due date of the Agency Loan.
The "Sales Price" is the price paid by the Buyer of the Property to Trustor for Trustor's
interest in the Property, exclusive of escrow fees, title insurance costs, broker's commissions, loan
fees or any other closing or transaction costs.
The percentage factor so determined is the "Applicable Factor." If the Property is sold, an
amount equal to the Applicable Factor multiplied by the difference between(i)the original
Property purchase price acid (ii)the amount received by Trustor as the Property sale price(as
reduced by costs of sale paid by the Trustor) shall constitute the Equity Share Amount. If the
Property is transferred or the lien of this Deed of trust or any lien to which this Deed of Trust is
subordinate is refinanced for a loan amount which is in excess of the then current loan balance or
extends the amortization period of the loan secured by such prior lien. Beneficiary shall appoint a
certified, independent appraiser to conduct an appraisal of the Property and Trustor agrees that in
such event the Equity Share Amount shall be the Applicable Factor multiplied by the difference
between (i) the original Property purchase price and (ii)the appraised value of the
Page 13 of 15
4't.G:4-96AGREE:PELTIE•R:ExhibilC
RLS 96-463
7;I4:96
Property as of the time of such transfer or refinancing.
Dated: July 22, 1996 TRUSTOR
Edward G. Peltier
APPROVED AS TO FOU'I:
A en.y Attorney
Page 14 of IS
4's,0:4-96AGREE:PELTIER:ExhibilC
RLS 96463
7114"96
RIDER TO DEED OF TRUST
SUPERIORITY OF FIRST LENDER DOCUNIENT
(if required by the First Lender)
This Deed of Trust is subject to the terms and conditions of that certain Loan Agreement
dated July 22 • 19 96 (the "Loan Agreement"), pursuant to which Beneficiary has
agreed to loan Trustor the sum of Thirty-five Thousand dollars($35,000.00)(the "Loan
Amount"). All terms in this Rider to Deed of Trust, if not separately defined herein, shall have the
meanings as defined in the Loan Agreement.
Notwithstanding any provision herein, this Deed of Trust shall not diminish or affect the
rights of the First Lender under the deed of trust executed by Trustor in favor of the First Lender
as security for the First Lender Note, or any subsequent First Lender deeds of trust hereafter
recorded against the property described herein.
Notwithstanding any provision in this Deed of Trust to the contrary, all of the provisions
of this Deed of Trust shall terminate and have no further force and effect upon the occurrence of
one of the following events:
1) Title is acquired by the First Lender or another party upon foreclosure of a deed of
trust by the First Lender.
2) Title is acquired by the First Lender or another party by a deed in lieu of
foreclosure of the First Lender deed of trust.
Dated: Ju1Y 22► 1996 TRUSTOR:
Edward G. Peltier
• APPROVED AS TO FORM:
Agency Attorney f-•P
tilt],
Page 15 of 15
4's.C:4-96AGREE:PELTIER:ExhibitC
RLS 96.463
7110.'96
AMEN
4Zr V-P
dW
�.
0
L`
STATE OF CALIFORNIA }
}ss.
COUNTY OF ate }
0n
DULY 22, 1996 before me, LINDA J. CAMP'BELL
, ,
personally appeared >VAW G. PELTIER
personally known to me
(cr proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies),and that by his/her/their signature(s) on the instrument the
person(s) or the entity upon behalf of which the person(s) acted, executed the instrument.
WITNESS my hand and official seal.
=lNDA=CA=P9E1 =
cc -� cot~1M.#10453" CD
in '"`i9• �_ ROTARY PUBLIC•MIFORNIA:U
Signature = ,�;.�` oMNU COUNTYa�"
IIVOA �. 'BII.L �H Comm.E�:.m DEC.zo.T9sa
(This area la official Warial seal)
Tile of Document
Date of Document No. of Pages
Other signatures not acknowledged
3008(1,9•1)(General)
First AniNcan Tdic Insurarice CpT'rhtiiy
EXHIBIT A
TO
AGENCY DEED OF TRUST
LEGAL DESCRIPTION
[to be inserted]
PARCEL ls
An undivided one twenty second (1/22) fee simple interest as a tenant in common in and tof
all of the Common Area defined in Declaration referred to below and described in thell
Condominium plan ("Plan") for Lot 1 of Tract No. 14828; which Plan was recorded on Augusts,
25, 1994 as Instrument No. 94-0525335 of Official Recgids of Orange County, over Lot 1 of l
Tract No. 14828, in the City of Huntington Beach, County of Orange, State of California,
as per map filed in Book 706, Pages 27 to 29 of Miscellaneous Maps, in the office of the :
County Recordar of said County. I
Excepting therefrom all oil, petroleum, asphaltum, gas, minerals and other hydrocarbon • :
substances, as reserved in deed recorded August 16, 1921 in Book 401, Page 356 of Deeds,
and in various other deeds of record.
PARCEL 2 s
unit No. B consisting of certain airspace and surface elements, as shown and described in .
the Condominium Plan referred to in Parcel 1 above.
Parcel 3s
I
non-exclusive easements for access, ingress, egress, use, enjoyment, drainage,
encroachment, support, maintenance, repairs and for other purposes, all as described in
that certain Declaration of covenants, Conditions and Restrictions and Reservation of
Easements for Pacific Park Villas, recorded August 25, 1994 as Instrument No. 94-OS25336
of official Records. i
Parcel 4s I
I
Exclusive easements appurtenant to Parcels 1 and 2 referred to above, for balcony or patio
purposes, over the areas;dafined, depicted and assigned on the Plan.
i
"Exhibit A" to Agency Deed of Trust
Pagel of 1
Wsl-&Agree:Peltier:ExhMD cd-D7/10.94
RLS 96463
f. •
WHEN RECORDED MAIL TO
MISSION HILLS MORTGAGE CORPORATION
1403 NORTH TUSTIN AVENUE, SUITE 280
SANTA ANA, CA 92701
Loan Number : 24150995
(SPACE ABOVE WIS UNE FOR RECORDING DATA)
DEED OF 'TRUST
THIS DEED OF TRUST ('Security Instrument")is made on July 22, 1996
The trustor is EDWARD G. PELTIER, AN UNMARRIED MAN
("Borrower'). The trustee is
HARTFORD ESCROW, INC. ,A CALIFORNIA CORPORATION
('Trustee'). The beneficiary is
MISSION HILLS MORTGAGE CORPORATION,A CALIFORNIA CORPORATION
wtich is organized and existing under the laws of CALIFORNIA ,and whose address is
1403 NORTH TUSTIN AVENUE, SUITE 280, SA 'TA AN) CA 927{�1
nder orrowcr owes nder the principal sum of
OLTE HUNDRED THIRTY-ONE THOUSAND DOLLARS AND 00,100
Dollars (U.S.$ 131, 000.00 ). This debt is evidenced by Borrower's mote dated the same date as this Security
Instrument ("Note"), which provides for monthly payments, with the full debt, if not paid earlier, due and payable on
August 1, 2026 . This Security Instrument secures to Lender: (a) the repayment of the debt
evidenced by the Note, with interest, and all renevrals, extensions and modifications of the Note; (b) the payment of all
ot%cr sums, with interest, advanced under paragraph 7 to protect the security of this Security Instrument; and (c) the
performance of Iorrower's covenants and agreements under this Security Instrument and the Note. For this purpose.
Borrower irrevocably grants and conveys to Trustee, in trust.with power of sale,the following described property located
in ORANGE County, California:
ALL THAT CERTAIN REAL PROPERTY AS MORE PARTICULARLY DESCRIBED
ON EXHIBIT A ATTACHED HERETO AND MADE A PART HEREOF
which has the address of 7871 HAPPY DRIVE #201 HUNTINGTON BEACH
(Street] (city]
CaLfornia 92648 ("Property Address');
[Zip Code]
CAUFORNIA-Single Family-Fannie NlaelFreddie Niac UNIFORIN INSTRUIUENT Form 3003 9190(page I of 6 pates)
0 ZaSt1M MNI 1949(9207)
EXHIBITA
" "
The land referred to in this report is situated in the State of California, •
County of Orange , and is described as follows:
A Condominium comprised of:
PARCEL 1:
An undivided one twenty second (1/22) fee simple interest as a tenant in common
in and to all of the Common Area defined in Declaration referred to below and
described in the Condominium Plan ("Piano) for Lot 1 of Tract No. 14828, which
Plan was recorded on August 25, 1994 as Instrument No. 94-0525335 of Official
Records of Orange County, over Lot 1 of Tract No. 14828, in the City of
Huntington Beach, County of Orange, State of California, as per map filed in
Book 706, Pages 27 to 29 of Miscellaneous Maps, in the office of the County
Recorder of said County.
Excepting therefrom all oil, petroleum, asphaltum, gas, minerals and other hydrocarbon
substances, as reserved in deed recorded August '16, 1921 in Book 401, Page 356 of Deeds,
and in various other deeds of record.
PARCEL 2.
Unit ITo. 8 consisting of certain airspace and surface elements, as shown and described in
the Condominium Plan referred to in Parcel 1 above.
PARCEL 3:
Iron-exclusive easements for access, ingress, egress, use, enjoyment, drainage,
encroachment, support, :r.aintenance, repairs and for other purposes, all as described in
that certain Declaration of Covenants, Conditions and Restrictions and Reservation of
Easements for Pacific Park Villas, recorded August 25, 1994 as Instrument No. 94-0525336
of Official Records.
PARCEL 4:
Exclusive easements appurtenant to Parcels 1 and 2 referred to above, for balcony or patio
purposes, over the areas defined, depicted and assigned on the Plan.
TOGETHER WITH all the improvements now or hereafter erected on the property, and all easements, appurtenances,
and fixtures now or hereafter a part of the property. All replacements and additions shall also be covered by this Security
Instrument. All of the foregoing is referred to in this Security Instrument as the "Property."
BORROWER COVENANTS that borrower is lawfully seised of the estate hereby conveyed and has the right to grant
and convey the Property and that the Property is unencumbered, except for encumbrances of record. Borrower warrants and
will defend generally the title to the Property against all claims and demands, subject to any encumbrances of record.
THIS SECURITY INSTRUMENT combines uniform covenants for national use and non-uniform covenants with limited
variations by jurisdiction to constitute a uniform security instrument covering real property.
UNIFORM COVENANTS. Borrower and Lender covenant and agree as follows:
1. Payment of Principal and Interest; Prepayment and Late Charges. Borrower shall promptly pay when due the
principal of and interest on the debt evidenced by the Note and any prepayment and late charges due under the Note.
2. Funds for Taxes and Insurance. Subject to applicable law or to a written waiver by Lender, Borrower shall pay to
Lender on the day monthly payments are due under the Note, until the Note is paid in full, a sum ("Funds") for: (a) yearly
taxes and assessments which may attain priority over this Security Instrument as a lien on the Property, (b) yearly leasehold
payments or ground rents on the Property, if any, (c) yearly hazard or property insurance premiums; (d) yearly flood
insurance premiums, if any, (e) yearly mortgage insurance premiums, if any, and (f) any sums payable by Borrower to Lender,
in accordance with the provisions of paragraph 8, in lieu of the payment of mortgage insurance premiums. These items are
called "Escrow Items." Lender may, at any time, collect and hold Funds in an amount not to exceed the maximum amount a
lender for a federally related mortgage loan may require for Borrower's escrow account under the federal Real Estate
Settlement Procedures Act of 1974 as amended from time to time, 12 U.S.C. §2601 et seq. ("RESPA"), unless another law
that applies to the Funds sets a lesser amount. If so, Lender may, at any time, collect and hold Funds in an amount not to
exceed the lesser amount. Lender may estimate the amount of Funds due on the basis of current data and reasonable
estimates of expenditures of future Escrow Items or otherwise in accordance with applicable law.
The Funds shall be held in an institution whose deposits are insured by a federal agency, instrumentality, or entity
(including Lender, if Lender is such an institution) or in any Federal Home Loan Bank. Lender shall apply the Funds to pay
the escrow items. Lender may not charge Borrower for holding and applying the Funds, annually analyzing the escrow
account, or verifying the Escrow Items, unless Lender pays Borrower interest on the Funds and applicable law permits
Lender to make such a charge. However, Lender may require Borrower to pay a one-time charge for an independent real
estate tax reporting service used by Lender in connection with this loan, unless applicable law provides otherwise. Unless an
agreement is made or applicable law requires interest to be paid, Lender shall not be required to pay Borrower any interest.
or earnings on the Funds. Borrower and Lender may agree in writing, however, that interest shall be paid on the Funds.
Lender shall give to Borrower, without charge, an annual accounting of the Funds showing credits and debits to the Funds
and the purpose for which each debit to the Funds was made. The Funds are pledged as additional security for all sums
secured by this Security Instrument.
If the Funds held by Lender exceed the amounts permitted to be held by applicable law, Lender shall account to
Borrower for the excess Funds in accordance with the requirements of applicable law. If the amount of the Funds held by
Lender at any time is not sufficient to pay the Escrow Items when due, Lender may so notify Borrower in writing, and, in
such case Borrower shall pay to Lender the amount necessary to make up the deficiency. Borrower shall make up the
deficiency in no more than twelve monthly payments, at Lender's sole discretion.
Upon payment in full of all sums secured by this Security Instrument, Lender shall promptly refund to Borrower any
Funds held by Lender. If, under paragraph 21, Lender shall acquire or sell the Property, Lender, prior to the acquisition or
sale of the Property, shall apply any Funds held by Lender at the time of acquisition or sale as a credit against the sums
secured by this Security Instrument.
3. Application of Payments. Unless applicable law provides otherwise, all payments received by Lender under
paragraphs I and 2 shall be applied: first, to any prepayment charges due under the Note; second, to amounts payable under
paragraph 2; third, to interest due; fourth, to principal due; and last, to any late charges due under the note.
4. Charges; Liens. Borrower shall pay all taxes, assessments, charges, fines and impositions attributable to the Property
which may attain priority over this Security Instrument, and leasehold payments or ground rents, if any. Borrower shall pay
these obligations in the manner provided in paragraph 2, or if not paid in that manner, Borrower shall pay them on time
directly to the person owed payment. Borrower shall promptly furnish to Lender all notices of amounts to be paid under this
paragraph. If Borrower makes these payments directly, Borrower shall promptly furnish to Lender receipts evidencing the
payments.
Borrower shall promptly discharge any lien which has priority over this Security Instrument unless Borrower: (a) agrees in
writing to the payment of the obligation secured by the lien in a manner acceptable to Lender; (b) contests in good faith the
Hen by, or defends against enforcement of the lien in, legal proceedings which in the Lender's opinion operate to prevent the
enforcement of the lien; or (c) secures from the holder of the lien an agreement satisfactory to Lender subordinating the lien
to this Security Instrument. If Lender determines that any part of the Property is subject to a lien which may attain priority
over this Security Instrument, Lender may give Borrower a notice identifying the lien. Borrower shall satisfy the lien or take
one or more of the actions set forth above within 10 days of the giving of notice.
S. Hazard or Property Insurance. Borrower shall keep the improvements now existing or hereafter erected on the
Property insured against loss by fire, hazards included within the term "extended coverage" and any other hazards, including
floods or flooding, for which Lender requires insurance. This insurance shall be maintained in the amounts and for the
periods that Lender Form 3005 9/90 (page 2 of 6 pages)
requires. The insurance carrier providing the insurance shall be chosen by Borrower subject to Lender's approval which shall not
be unreasonably withheld. If Borrower fails to maintain coverage described above, Lender may, at Lender's option, obtain coverage
to protect Lender's rights in the Property in accordance with paragraph 7.
All insurance policies and renewals shall be acceptable to Lender and shall include a standard mortgage clause. Lender shall
have the right to hold the policies and renewals. If Lender requires, Borrower shall promptly give to Lender all receipts of paid
premiums and renewal notices. In the event of loss, Borrower shall give prompt notice to the insurance carrier and Lender. Lender
may make proof of loss if not made promptly by Borrower.
Unless Lender and Borrower otherwise agree in writing, insurance proceeds shall be applied to restoration or repair of the
Property damaged, if the restoration or repair is economically feasible and Lender's security is not lessened. If the restoration or
repair is not economically feasible or Lender's security would be lessened, the insurance proceeds shall be applied to the sums
secured by this Security Instrument, whether or not then due, with any excess paid to Borrower. If Borrower abandons the Property,
or does not answer within 30 days a notice from Lender that the insurance carrier has offered to settle a claim, then Lender may
collect the insurance proceeds. Lender may use the proceeds to repair or restore the Property or to pay sums secured by this
Security Instrument, whether or not then due. The 30-day period will begin when the notice is given.
Unless Lender and Borrower otherwise agree in writing, any application of proceeds to principal shall not extend or postpone
the due date of the monthly payments referred to in paragraphs 1 and 2 or change the amount of the payments. If under paragraph
21 the Property is acquired by Lender, Borrower's right to any insurance policies and proceeds resulting from damage to the
Property prior to the acquisition shall pass to Lender to the extent of the sums secured by this Security Instrument immediately
prior to the acquisition.
6. Occupancy, Preservation, Maintenance and Protection of the Property; Borrower's Loan Application; Leaseholds. Borrower
shall occupy, establish, and use the Property as Borrower's principal residence within sixty days after the execution of this Security
Instrument and shall continue to occupy the Property as Borrower's principal residence for at least one year after the date of
occupancy, unless Lender otherwise agrees in writing, which consent shall not be unreasonably withheld, or unless extenuating
circumstances exist which are beyond Borrower's control. Borrower shall not destroy, damage or impair the Property, allow the
Property to deteriorate, or commit waste on the Property. Borrower shall be in default if any forfeiture action or proceeding,
whether civil or criminal, is begun that in Lender's good faith judgment could result in forfeiture of the Property or otherwise
materially impair the lien created by this Security Instrument or Lender's security interest. Borrower may cure such a default and
reinstate, as provided in paragraph 18, by causing the action or proceeding to be dismissed with a ruling that, in Lender's good faith
determination, precludes forfeiture of the Borrower's interest in the Property or other material impairment of the lien created by
this Security Instrument or Lender's security interest. Borrower shall also be in default if Borrower, during the loan application
process, gave materially false or inaccurate information or statements to Lender (or failed to provide Lender with any material
information) in connection with the loan evidenced by the Note, including, but not limited to, representations concerning Borrower's
occupancy of the Property as a principal residence. If this Security Instrument is on a leasehold, Borrower shall comply with all the
provisions of the lease. If Borrower acquires fee title to the Property, the leasehold and the fee title shall not merge unless Lender
agrees to the merger in writing.
7. Protection of Lender's Rights in the Property. If Borrower fails to perform the covenants and agreements contained in this
Security Instrument, or there is a legal proceeding that may significantly affect Lender's rights in the Property (such as a proceeding
in bankruptcy, probate, for condemnation or forfeiture or to enforce laws or regulations), then Lender may do and pay for whatever
is necessary to protect the value of the Property and Lender's rights in the Property. Lender's actions may include paying any sums
secured by a lien which has priority over this Security Instrument, appearing in court, paying reasonable attorneys' fees and entering
on the Property to make repairs. Although Lender may take action under this paragraph 7, Lcnder does not have to do so.
Any amounts disbursed by Lender under this paragraph 7 shall become additional debt of Borrower secured by this Security
Instrument. Unless Borrower and Lender agree to other terms of payment, these amounts shall bear interest from the date of
disbursement at the Note rate and shall be payable, with interest, upon notice from Lender to Borrower requesting payment.
8. Mortgage Insurance. If Lender required mortgage insurance as a condition of making the loan secured by this Security
Instrument, Borrower shall pay the premiums required to maintain the mortgage insurance in effect. If, for any reason, the
mortgage insurance coverage required by Lender lapses or ceases to be in effect, Borrower shall pay the premiums required to
obtain coverage substantially equivalent to the mortgage insurance previously in effect, at a cost substantially equivalent to the cost
to Borrower of the mortgage insurance previously in effect, from an alternate mortgage insurer approved by Lender. If substantially
equivalent mortgage insurance coverage is not available, Borrower shall pay to Lender each month a sum equal to one-twelfth of
the yearly mortgage insurance premium being paid by Borrower when the insurance coverage lapsed or ceased to be in effect.
Lender will accept, use and retain these payments as a loss reserve in lieu of mortgage insurance. Loss reserve payments may no
longer be required, at the option of Lender, if mortgage insurance coverage (in the amount and for the period that Lender
requires) provided by an insurer approved by Lender again becomes available and is obtained. Borrower shall pay the premiums
required to maintain mortgage insurance in effect, or to provide a loss reserve, until the requirement for mortgage insurance ends in
accordance with any written agreement between Borrower and Lender or applicable law.
9. Inspection. Lender or its agent may make reasonable entries upon and inspections of the Property. Lender shall give
Borrower notice at the time of or prior to an inspection specifying reasonable cause for the inspection.
10. Condemnation. The proceeds of any award of claim for damages, direct or consequential, in connection with any
Single Family - Fannie Mae/Freddie Mac UNIFORM INSTRUMENT - Uniform Covenants 9/90 (page 3 of 6 pages)
condemnation or other taking of any part of the Property,or for conveyance in lieu of condemnation,are hereby assigned and shall
be paid to Lender.
In the event of a total taking of the Property, the proceeds shall be applied to the sums secured by this Security Instrument,
whether or not then due, with any excess paid to Borrower. In the event of a partial taking of the Property in which the fair market
value of the Property immediately before the taking is equal to or gcater than the amount of the sums secured by this Security
Instrument immediately before the taking, unless Borrower and Lender otherwise agree in writing, the sums secured by this Security
Instrument shall be reduced by the amount of the proceeds multipFed by the following fraction: (a) the total amount of the sums
secured immediately before the taking, divided by (b) the fair market value of the Property immediately,before the taking. Any
balance shall be paid to Borrower. In the event of a partial taking of the Property in which the fair market value of the Property
immediately before the taking is less than the amount of the sums secured immediately before the taking, unless Borrower and
Lender otherwise agree in writing or unless applicable law otherwise ptavidcs,the proceeds shall be applied to the sums secured by
this Security Instrument whether or not the sums are then due.
If the Property is abandoned by Borrower, or if, after notice by Lender to Borrower that the condemnor offers to make an
awa-d or settle a claim for damages, Borrower fails to respond to Lender within 30 days after the date the notice is given. Lender
is authorized to collect and apply the proceeds,at its option, either to restoration or repair of the Property or to the stems secured
by this Security Instrument,whether or not then due.
Unless Lender and Borrower otherwise agree in writing,any application of proceeds to principal shall not extend or postpone
the due date of the monthly payments referred to in paragraphs 1 and 2 or change the amount of such payments.
11. Borrower Not Released; Forbearance by Lender Not a Waiver. Extension of the time for payment or modification of
amortization of the sums secured by this Security Instrument granted by Lender to any successor in interest of Borrower shall not
operate to release the liability of the original Borrower or Borrower's successors in interest. Lender shall not be required to
commence proceedings against any successor in interest or refuse to extend time for payment or otherwise modify amortization of
the sums secured by this Security Instrument by reason of any demand made by the original Borrower or Borrower's successors in
interest.Any forbearance by Lender in exercising any right or remedy shall not be a waiver of or preclude the exercise of any right
or remedy.
12. Successors and Assigns Bound; joint and Several Liability; Ca-signers. The covenants and agreements of this Security
Instrument shall bind and benefit the successors and assigns of Lender and Borrower, subject to the provisions of paragraph 17.
Borrower's covenants and agreements shall be joint and several. Any Borrower who co-signs this Security Instrument but does not
execute the Note: (a) is co-signing this Security Instrument only to mortgage, grant and convey that Borrower's interest in the
Property under the terms of this Security Instrument; (b) is not personally obligated to pay the sums secured by this Security
Instrument; and (c)agrees that Lender and any other Borrower may agree to extend, modify,forbear or make any accommodations
with regard to the terms of this Security Instrument or the Note without that Borrower's consent.
13.Loan Charges. If the loan secured by this Security Instrument is subject to a law which sets maximum loan charges, and that
law is finally interpreted so that the interest or other loan charges collected or to be collected in connection with the loan exceed
the permitted limits, then: (a) any such loan charge shall be reduced by the amount necessary to reduce the charge to the permitted
limit; and (b)any sums already collected from Borrower which exceeded permitted limits will be refunded to Borrower. Lender may
choose to make this refund by reducing the principal owed under the Note or by making a direct payment to Borrower. If a refund
reduces principal,the reduction will be treated as a partial prepayment without any prepayment charge under the Note.
14. Notices. Any notice to Borro•xcr provided for in this Security Instrument shall be given by delivering it or by mailing it by
first class mail unless applicable law requires use of another method. The notice shall be directed to the Property Address or any
othc: address Borrower designates by notice to Lender. Any notice to Lender shall be given by first class mail to Lender's address
stated herein or any other address Lender designates by notice to Borrower. Any notice provided for in this Security Instrument
shall be deemed to have been given to Borrower or Lender when given as provided in this paragraph.
15. Governing Law; Severabiliry.This Security Instrument shall be governed by fedcral law and the law of the jurisdiction in
which the Property is located. In the event that any provision or clause of this Security Instrument or the Note conflicts, with
applicable law, such conflict shall not affect other provisions of this Security Instrument or the Note which can be given effect
without the conflicting provision.To this end the provisions of this Security Instrument and the Note are declared to be severable.
16. Borrowees Copy.Borrower shall be given one conformed copy of the Note and of this Security Instrument.
17.Transfer of the Property or a Beneficial Interest In Borrower. If all or any part of the Property or any interest in it is sold
or transferred (or if a beneficial interest in Borrower is sold or transferred and Borrow-cr is not a natural person) without Lender's
prior written consent. Lender may,at its option, required immediate payment in full of all sums secured by this Security Instrument.
However, this option shall not be exercised by Lender if exercise is prohibited by federal law as of the date of this Security
Instrument.
If Lender exercises this option, Lender shall give Borrower notice of acceleration.The notice shall provide a period of not Ica
than 30 days from the date the notice is delivered or mailed within which Borrower must pay all suns secured by this Security
Instrumcnt. If Borrower fails to pay th=sc sums prior to the expiration or this period. Lender may invoke any remedies permitted by
this Security Instrument without furthe:notice or demand on Borrower.
M Borrower's Right to Reinstate. If Borrower meets certain conditions. Borrower shall have the right to have enforcement of
this Security Instrument discontinued at any time prior to the earlier of:(a)5 days (or such other period as applicable law may
Single Family —Fannie Mae/Freddie Mac UNIFORM INSTRUMENT—Unirorm Covenants 9190 (page 4 of 6 pages)
specify for reinstatement) before sale of the Property pursuant to any power of sale contained in this Security Instrument; or
(b) entry of a judgment enforcing this Security Instrument. Those conditions are that Borrower: (a) pays Lender all sums
which then would be due under this Security Instrument and the Note as if no acceleration had occurred; (b) cures any default
of any other covenants or agreements; (c) pays all expenses incurred in enforcing this Security Instrument, including, but not
limited to, reasonable attorneys' fees; and (d) takes such action as Lender may reasonably require to assure that the lien of
this Security Instrument, Lender's rights in the Property and Borrower's obligation to pay the sums secured by this Security
Instrument shall continue unchanged. Upon reinstatement by Borrower, this Security Instrument and the obligations secured
hereby shall remain fully effective as if no acceleration had occurred. However, this right to reinstate shall not apply in the
case of acceleration under paragraph 17.
19. Sale of Note; Change of Loan Servicer. The Note or a partial interest in the Note (together with this Security
Instrument) may be sold one or more times without prior notice to Borrower. A sale may result in a change in the entity
(known as the "Loan Servicer") that collects monthly payments due under the Note and this Security Instrument. There also
may be one or more changes of the Loan Servicer unrelated to a sale of the Note. If there is a change of the Loan Servicer,
Borrower will be given written notice of the change in accordance with paragraph 14 above and applicable law. The notice will
state the name and address of the new Loan Servicer and the address to which payments should be made. The notice will also
contain any other information required by applicable law.
20. Hazardous Substances. Borrower shall not cause or permit the presence, use, disposal, storage, or release of any
Hazardous Substances on or in the Property. Borrower shall not do, nor allow anyone else to do, anything affecting the
Property that is in violation of any Environmental Law. The preceding two sentences shall not apply to the presence, use, or
storage on the Property of small quantities of Hazardous Substances that are generally recognized to be appropriate to normal
residential uses and to maintenance of the Property.
Borrower shall promptly give Lender written notice of any investigation, claim, demand, lawsuit or other action by any
governmental or regulatory agency or private party involving the Property and any Hazardous Substance or Environmental Law
of which Borrower has actual knowledge. If Borrower learns, or is notified by any governmental or regulatory authority, that
any removal or other remediation of any Hazardous Substance affecting the Property is necessary, Borrower shall promptly
take all necessary remedial actions in accordance with Environmental Law.
As used in this paragraph 20, "Hazardous Substances" are those substances defined as toxic or hazardous substances by
Environmental Law and the following substances: gasoline, kerosene, other flammable or toxic petroleum products, toxic
pesticides and herbicides, volatile solvents, materials containing asbestos or formaldehyde, and radioactive materials. As used in
this paragraph 20, "Environmental Law" means federal laws and laws of the jurisdiction where the Property is located that
relate to health, safety or environmental protection.
NON-UNIFORM COVENANTS. Borrower and Lender further covenant and agree as follows:
21. Acceleration; Remedies. Lender shall give notice to Borrower prior to acceleration following Borrower's breach of
any covenant or agreement in this Security Instrument (but not prior to acceleration under paragraph 17 unless applicable law
provides otherwise). The notice shall specify: (a) the default; (b) the action required to cure the default; (c) a date, not less
than 30 days from the date the notice is given to Borrower, by which the default must be cured; and (d) that failure to cure
the default on or before the date specified in the notice may result in acceleration of the sums secured by this Security
Instrument and sale of the Property. The notice shall further inform Borrower of the right to reinstate after acceleration and
the right to bring a court action to assert the non-e..stence of a default or any other defense of Borrower to acceleration and
sale. If the default is not cured on or before the date specified in the notice,Lender at its option, and without further demand,
may invoke the power of sale, including the right to accelerate full payment of the Note, and any other remedies permitted by
applicable law. Lender shall be entitled to collect all expenses incurred in pursuing the remedies prodded in this paragraph
21, including, but not limited to, reasonable attorneys' fees and costs of title evidence.
If Lender invokes the power of sale, Lender shall execute or cause Trustee to execute a written notice of the occurrence
of an event of default and of Lender's election to cause the Property to be sold. Trustee shall cause this notice to be recorded
in each county in which any part of the Property is located. Lender or Trustee shall mail copies of the notice as prescribed by
applicable law to Borrower and to the persons prescribed by applicable law. Trustee shall give public notice of sale to the
persons and in the manner prescribed by applicable law. After the time required by applicable law, Trustee, without demand
on Borrower, shall sell the Property at public auction to the highest bidder at the time and place and under the terms
designated in the notice of sale in one or more parcels and in any order Trustee determines. Trustee may postpone sale of any
parcel of the Property by public announcement at the time and place of any previously scheduled sale. Lender or its designee
may purchase the Property at any sale.
Trustee shall deliver to the purchaser Trustee's deed conveying the Property without any covenant or warranty, expressed
or implied. The recitals in the Trustee's deed shall be prima facie evidence of the truth of the statements made therein.
Trustee shall apply the proceeds of the sale in the following order. (a) to all expenses of the sale, including, but'not limited to,
reasonable Trustee's and attorneys' fees; (b) to all sums secured by this Security Instnunent; and (c) any excess to the person
or persons legally entitled to it.
22. Reconveyance. Upon payment of all sums secured by this Security Instrument, Lender shall request Trustee to
reconvey the Property and shall surrender this Security Instrument and all notes evidencing debt secured by this Security
Instrument to Trustee. Trustee shall reconvey the Property without warranty and without charge to the person or persons
legally entitled to it. Such person or persons shall pay any recordation costs.
Form 3005 9/90 (page 5 of 6 pages)
23. Substitute Trustee. Lender at its option, may from time to time remove Trustee and appoint a successor trustee to
any Trustee appointed hereunder by an instrument executed and acknowledged by Lender and recorded in the office of the
Recorder of the county in which the Property is located. The instrument shall contain the name of the original Lender.
Trustee and Borrower, the book and page where this Security Instrument is recorded and the name and address of the
successor trustee. Without conveyance of the Property. the successor trustee shall succeed to all the title, powers and duties
conferred upon the Trustee herein and by applicable law. This procedure for substitution of trustee shall govern to the
exclusion of all other provisions for substitution.
24. Request for Notices. Borrcwtr requests that copies of the notices of default and sale be sent to Borrowers address
wh:ch is the Property Address.
25. Statement of Obligation Fee. Lender may collect a fee not to exceed the maximum amount permitted by law for
furaishing the statement of obligation as provided by Section 2943 of the Civil Code of California.
26. Riders to this Security InsVurnent. If one or more riders are executed by Borrower and recorded together with this
Security Instrument, the covenants and agreements of each such rider shall be incorporated into and shall amend and
supplement the covenants and agreements of this Security Instrument as if the rider(s) were a part of this Security
Instrument. [Check applicable box(es)]
[]Adjustable Rate Rider ® Condominium Rider Q 1-4 Family Rider
Q Graduated Payment Rider Planned Unit Development Rider 0 Biweekly Payment Rider
Balloon Rider Q Rate Improvement Rider Q Second Home Rider
Otber(s) Ispecify]
BY SIGNING BELOW, Borrower accepts and agrees to the terms and covenants contained in this Security Instrument
and in any rider(s) executed by Borrower and recorded with it.
Witness: Witness:
-� (Seal) (Seal)
E WARD G. PELTIER -Borrower -Borrower
(Seal) (Seal)
-Borrower -Borrower
State of California )
County of CRANM )
On JULY 221 1996 before me. LINDA J. CAMPBML
personally appeared EDWARD G. PELTIER
personally known to me (or proved to me on the basis of satisfactory evidence)to be the person(s)whose name(s) islare
sub!cribed to the within instrument and acknowledged to me that helshehbeyexecuted the same in bis/berhbeir
authorized capacity(ies), and that by hislherhheir signature(s) on the instrument the person(s), or the entity upon behalf of
which the person(s)acted, executed the instrument.
WITNESS&DM
ad and official seal `-�` LINDA I CAMPBELL
r c COMMA.# 1045344 Ca
Signat .e tSJ o•" ..aYpTARY PUBLIC•CALFORNtA
_ � � '1 ORANGE COUNTY .-.
J. ``ti.:. W Comm Exa+h DEC.20.'W6
REQUEST FOR RECONVEYANCE
TO TRUSTEE:
The undersigned is the bolder of the note or notes secured by ibis Deed of Trust. Said note or notes, together with all
other indebtedness secured by this Deed of Trust, have been paid in full. You are hereby directed to cancel said note or
notes and this Deed of Trust,which are delivered hereby,and to reconvey,without warranty.all the estate now held by you
under this Deed of Trust to the person or persons legally entitled thereto.
Dated:
Form 3005 9190 (page 6 of 6 pages)
Lcan Aunber : 24150M ••
CONDOMINIUM RIDER
THIS CONDOMINIUM RIDER is made this 22nd day of July 1996 . and is incorporated
into and shall be deemed to amend and supplement the Mortgage, Deed of Trust or Security Deed (the 'Security
Instrument*) of the same date, given by the undersigned (the "Borrower') to secure Borrower's Note to
MISSION HILLS MORTGAGE CORPORATION,A CALIFORNIA CORPORATION
(the 'Lender)
of the same date and covering the Property described in the Security Instrument and located at:
7871 HAPPY DRIVE #201, HUITINGTON BEACH, CA 92648
[Property Address)
The Property includes a unit in, together with an undivided interest in the common elements of, a condominium
project known as:
PACIFIC PARK VILLAS
[Name of Condominium Project]
(the "Condominium Project"). If the owners association or other entity which acts for the Condominium Project
(the "Owners Association) holds title to the property for the benefit or use of its members or shareholders, the
Property also includes Borrower's interest in the Owners Association and the uses, proceeds and benefits of
Borrower's interest,.
CONDOMINIUM COVENAN-M. In addition to the covenants and agreements made in the Security Instrument,
Borrower and Lender further coNenant and agree as follows:
A. Condominium Obligations. Borrower shall perform all' of Borrower's obligations under the Condominium
Project's Constituent Documents. The "Constituent Documents" are the: (i) Declaration or any other document
which creates the Condominium Project; (ii) by-laws; (iii) code of regulations; and (iv) other equivalent documents.
Borrower shall promptly pay, when due, all dues and assessments imposed pursuant to the Constituent Documents.
B. Hazard Insurance.So long as the Owners Association maintains,with a generally accepted insurance carrier, a
"master' or 'blanket" policy on the Condominium Project which is satisfactory to Lender and which provides
insurance coverage in the amounts, for the periods, and against the hazards Lender requires, including fire and
hazards included within the term "extended coverage; then:
(i) Lender waives the provision in Uniform Covenant 2 for the monthly payment to Lender of'the yearly
premium installments for hazard insurance on the Property; and
(ii) Borrower's obligation under Uniform Covenant 5 to maintain hazard insurance coverage on the Property is
deemed satisfied to the extent that the required coverage is provided by the Owners Association policy.
Borrower shall give Lender prompt notice of any lapse in required hazard insurance coverage.
In the event of a distribution of hazard insurance proceeds in lieu of restoration or repair following a loss to the
Praperty, whether to the unit or to the common elements, any proceeds payable to Borrower are hereby assigned
and shall be paid to Lender for application to the sums secured by the Security Instrument,with any excess paid to
Borrower.
C. Public Liability Insurance. Borrower shall take such actions as may be reasonable to insure that the Owners
Association maintains a public liability insurance policy acceptable in form, amount and extent of coverage to
Lender.
MULTISTATE CON-DOMIti1L'Nt RIDER—Singlc Family—Fannie Ntee/Frodcrm Nfee L'NIFOR.1t rim VNIENT Form 3140!."
ITEM 1623 (9112) (page I of 2) ■EastEm
Pet-�5e
D. Condemnation. The proceeds of any award or claim for damages, direct or consequential. payable to
Borrower in connection with any condemnation or other taking of all or any part of the Property,whether of the
unit or of the common elements, or for any conveyance in lieu of condemnation, are hereby assigned and shall
be paid to Lender. Such proceeds shall be applied by Lender to the sums secured by the Security Instrument as
provided in Uniform Covenant 10.
E Lender's Prior Consent. Borrower shall not, except after notice to Lender and with Lender's prior written
consent, either partition or subdivide the Property or consent to:
(i) the abandonment or termination of the Condominium Project, except for abandonment or termination
required by law in the case of substantial destruction by fire or other casualty or in the case of a taking by
condemnation or eminent domain;
(a) any amendment to any provision of the Constituent Documents if the provision is for the express benefit
of Lender,
(iii) termination of professional management and assumption of self-management of the Owners
Association; or
(iv) any action which would have the effect of rendering the public liability insurance coverage maintained
by the Owners Association unacceptable to Lender.
F. Remedies. If Borrower does not pay condominium dues and assessments when due, then Lender may pay
them. Any amounts disbursed by Lender under this paragraph F shall become additional debt of Borrower
secured by the Security Instrument. Unless Borrower and Lender agree to other terms of payment, these
amounts shall bear interest from the date of disbursement at the Note rate and shall be payable, with interest,
upon notice from Lender to Borrower requesting payment_
BY SIGNING BELOW, Borrower accepts and agrees to the terms and provisions contained in this
Condominium Rider.
(Seal) (Seal)
ee - ,
EDWARD G. PELTIER -Borrower -Borrower
(Seal) (Seal)
- orrower -Borrower
(page 2 of 2)
14
DECLARATION OF CONDITIONS. COVENANTS
AND RESTRICTIONS FOR PROPERTY
RECORDING REQUESTED BY ) Recorded in the County of Orange, California
AND NNTIEN RECORDED MAIL TO: ) Cary L. Granville, C1erx/Recorder
. , Illl:�1�11:1.Ial::i1111I:1::l�;illll�i��'l11,1°'!II: No Fee
Redevelopment Agency of the City of ) 19960380375 08AW., 07/26/96
Huntington Beach 005 284186 16 17 COI
2000 Main Street ) D02 8 7.00 21 .00 0.00 0.00 0.00 0.00
Huntington Beach, CA. 92648 )
Attn.: Agency Clerk
(Space above for Recorder's use.)
THIS DECLARATION OF CONDITIONS, COVENANTS AND RESTRICTIONS FOR t�
PROPERTY(the "Declaration") is made by and between S@P920VA9PQPM (the "Covenantor") cP
and THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH, a public 2„1
body corporate and politic(the "Agency" or "Covenantee") as of the date set forth below.
*EDWARD G. PELTIER
RECITALS
A. Covenantor and the Agency have entered into a certain Loan Agreement dated
July 22 , 19.96 , (the "Agreement," a copy of which is on file with the Agency
at its offices and is a public record) pursuant to which the Covenantor has agreed to subject
certain real property(referred to in the Agreement and referred to herein as the "Property")
described in the "Legal Description of the Property" (which is attached hereto as Exhibit "A" and
incorporated herein by this reference) to certain covenants, conditions and restrictions.
B. The Community Redevelopment Law(California Health and Safety Code
§ 33000 et seq.) provides that a redevelopment agency shah establish covenants running with the
land in furtherance of redevelopment plans.
NOW, THEREFORE, the parties hereto agree and covenant as follows:
Page 1 of 9
4 ejG:4-96Agce:PELMER:Exhibitn
RLS 96-463 7.10-96
r—
1. Affordabili1_Covenants. Covenantor agrees for itself, and its successors and
assigns, and every successor to Covenantor's interest in the Property, or any part thereof that for
thirty(30)years from the date of recording of the Deed of Trust in favor of the Agency regarding
the Property(the "Expiration Date"):
(a) The Property shall only be owned and occupied by Convenantor or by
other persons or families of"Moderate Income." "Moderate Income" shall mean persons or
families earning One Hundred Twenty Percent (1200io)or less of Orange County median income,
adjusted for appropriate family size.
(b) The Property shall be kept available at Affordable Housing Cost (as defined
below) to the Covenantor or other persons or families of moderate income. Affordable Housing
Cost shall mean, as to each person or family of low or moderate income, that purchase price
which would result in monthly housing payments which do not exceed an amount under any
currently prevailing conventional home mortgage lending rates applied by any reputable
institutional home mortgage lender, or the lending rates of any government-subsidized or special
mortgage program for which such person or family qualifies and has obtained a first trust deed
loan, which do not exceed thirty-five percent(35%) of One Hundred Ten Percent (110%) of the
Orange County monthly median income for those persons and families of moderate income (as
determined by the United States Department of Housing and Urban Development)earning
between Eighty Percent (SO%)and One Flundred Ten Percent (110%)of the Orange County
monthly median income, and Thirty-Five Percent(35%) of the monthly median income of any
person or family of moderate income which earns more than One Hundred Ten Percent(110%)
and not more than One Hundred Twenty Percent (120%)of the Orange County median income.
(c) The covenant contained in this Section 1 shall run with the land and shall
automatically terminate and be of no further force or effect upon the Expiration Date.
2. Transfer of Property. No transfer of the Property shall occur until the Agency
determines (a)that the proposed purchaser intends to occupy the Property as the proposed
purchaser's principal residence, (b)that the proposed purchaser is a person or family of moderate
income and (c)that the proposed transfer occurs at an Affordable Housing Cost. The Agency
shall not be obligated to approve a transfer until and unless the proposed purchaser has submitted
to the Agency such information and completed such forms as the Agency shall request to certify
the proposed purchaser's intent with respect to its residency of the Property and its gross income,
and the proposed purchaser has submitted an affidavit disclosing and certifying the amount of the
proposed purchase price. Prior to conveyance of the Property, each approved purchaser shall
submit to the Agency an executed disclosure statement which certifies that the purchaser is aware
that the purchaser buying may only sell the unit at an Affordable Housing Cost to a moderate
income person or family, that the maximum permitted sales price may be less than fair market
value and that the unit must be owner-occupied at all times and cannot be rented or leased.
Covenantor shall cooperate with the Agency in providing such forms to proposed purchasers and
in assisting proposed purchasers to prepare such forms and to provide any required information to
the Agency in connection with the Covenantoes original sale of the Affordable Unit, provided that
' mm�tkx
Page 2 of 9
4`s+():4-96,%grca:PELTIER:ExhibitD
RLS 96-463 711096
the Covenantor shall not be obligated to incur any out-of-pocket costs in connection therewith,
other than employee time dedicated to providing such assistance.
THE COVENANTOR AND EACH SUCCESSOR, HEIR OR ASSIGN OF
COVENANTOR UNDERSTANDS THAT THE DETERMINATION OF THE AFFORDABLE
ROUSING COST CAN BE MADE ONLY AT THE TIME OF THE PROPOSED TRANSFER,
TAKING INTO CONSIDERATION INTEREST RATES, THE TERMS OF SALE OFFERED
TO AND THE ECONOMIC CIRCUMSTANCES OF THE PROPOSED PURCHASER AND
OTHER FACTORS THAT CANNOT BE ACCURATELY PREDICTED, AND THAT THE
TRANSFER PRICE PERMITTED HEREUNDER MAY BE LESS THAN THE FAIR
MARKET VALUE OF THE PROPERTY AND MAY NOT INCREASE OR DECREASE IN
THE SAME MANNER AS OTHER SIMILAR REAL PROPERTY WHICH IS NOT
ENCUMBERED BY THIS RESTRICTION. C010-INANTOR AND EACH SUCCESSOR,
HEIR OR ASSIGN OF COVENANTOR FURTHER ACKNOWLEDGES THAT AT ALL
TIMES IN SETTING THE TRANSFER PRICE THE PRIMARY OBJECTIVE OF THE
AGENCY AND THIS DECLARATION IS TO PROVIDE HOUSING TO ELIGIBLE
PERSONS OR FAMILIES AT AN AFFORDABLE HOUSING COST.
c�
Covenantor Initials
The covenant contained in this Section 2 shall run with the land and shall
automatically terminate and be of no further force or effect upon the Expiration Date.
3. Non-Discrimination Covenants. Covenantor covenants by and for itself, its
successors and assigns, and all persons claiming under or through them that there shall be no
discrimination against or segregation of any person or group of persons on account of race, color,
religion, sex, marital status, national origin or ancestry in the sale, lease, sublease, transfer,use,
occupancy,tenure, or enjoyment of the Property, nor shall covenantor itself or any person
claiming under or through it, establish or permit any such practice or practices of discrimination
or segregation with reference to the selection, location, number, use or occupancy of tenants,
lessees, subtenants, sublessees, or vendees in the Property.
Covenantor and its successors and assigns, shall refrain from restricting the rental
or lease(if permitted by Covenantor) or sale of the property on the basis of race, color, religion,
sex, marital status, national origin or ancestry of any person. All such deeds, leases or contracts
shall contain or be subject to substantially the following nondiscrimination or non segregation
clauses:
(a) In deeds: "The grantee herein covenants by and for himself or herself, his
or her heirs, executors, administrators and assigns, and all persons claiming under or through
them, that there shall be no discrimination against or segregation of, any person or group of
persons on account of race,color, religion, sex,marital status,national origin or ancestry in the
sale, lease, sublease, transfer,use, occupancy, tenure or enjoyment of the land herein conveyed,
Page 3 of 9
4 eiG:496ALV e:PELT1ER:E XhibitD
R1S 96463 7,14.96
nor shall the grantee himself or herself or any person claiming under or through him or her,
establish or permit any such practice or practices of discrimination or segregation with reference
to the selection, location, number, use or occupancy of tenants, lessees, subtenants, sublessee or
vendees in the land herein conveyed. The foregoing convenants shall run with the land."
(b) In leases: "The lessee herein covenants by and for himself or herself,
his or her heirs, executors, administrators and assigns, and all persons claiming under or through
him or her, and this lease is made and accepted upon and subject to the following conditions:
"There shall be no discrimination against or segregation of any person or
group of persons on account of race, color, religion, sex, marital status, ancestry or national
origin in the leasing, subleasing, transferring, use, occupancy, tenure or enjoyment of the premises
herein leased nor shall the lessee himself or herself, or any person claiming under or through him
or her, establish or permit any such practice or practices of discrimination or segregation with
reference to the selection, location, number, use or occupancy of tenants, lessees, sublessees,
subtenants or vendees in the premises herein leased."
(c) In contracts: "There shall be no discrimination against or segregation of,
any person, or group of persons on account of race, color, religion, sex, marital status, ancestry or
national origin, in the sale, lease, sublease,transfer,use, occupancy,tenure or enjoyment of the
premises, nor shall the transferee himself or herself or any person claiming under or through him
or her, establish or permit any such practice or practices of discrimination or segregation with
reference to the selection, location, number, use or occupancy of tenants, lessees, subtenants,
sublessee or vendees of the premises."
Nothing in this Section 3 shall be construed to authorize the rental or lease
of the Property if such rental or lease is not otherwise permitted. The convenants in this
paragraph 3 shall run with the land in perpetuity.
4. Covenants Do Not Impair Lien. No violation or breach of the covenants,
conditions, restrictions, provisions or limitations contained in this Declaration shall defeat or
render invalid or in any way impair the lien or charge of any mortgage or deed of trust or security
interest.
S. Covenants For Benefit of City and Aeen�c ►. All covenants without regard to
technical classification or designation shall be binding,for the benefit of the Covenantee and the
City of Huntington Beach(the "City") and such covenants shall run in favor of the Covenantee
and the City for the entire period during which such covenants shall be in force and effect, without
regard to whether the Covenantee or the City is or remains an owner of any land or interest
therein to which such covenants relate. The Covenantee and the City, in the event of any breach
of any such covenants, shall have the right to exercise all the rights and remedies and to maintain
any actions at Iaw or suits in equity or other proper legal proceedings to enforce and to cure such
Page 4 of 9
4's'G:4-96Agree:PELTIER:ExhibitG
RLS 96-463 T 10.96
breach to which it or any other beneficiaries of these covenants may be entitled during the term
specified for such covenants, except the covenants against discrimination which may be enforced
at law or in equity at any time in perpetuity.
IN WITNESS 1NVIIEREOF,the Covenantee and Covenantor have caused this instrument
to be executed on their behalf by their respective officers hereunto duly authorized,this 22 day
of Jul 19 96 .
COVENANTORCA &- ev"�6q
Edward G. Peltier
APPROVED AS TO FOPJvl:
0&1 OA4�
L'I 11CAgency Counsel
Page 5 of 9
4's'•G:4-96AVrne:PEL7IER:ExhihitD
RLS 96463 7A 0-96
STATE OF CALIFORNIA }
ss
COUNTY OF Orange )
On _ July22, 1996 ,before me, Linda J.Caa[t2g11_
T (name,title,e.g., "Jane Doc,Notary Public"),
personally appeared Edwird G. Peltier
(namc(s)of signer(s)),
personally kro«m to be—OR--
X proved to Inc on the basis of satisfactory evidence
to be the person(s) chose name(s)is/arc subscribed to the%Nithin instrument and acknowledged to me that
he/shelthey executed the same in his/her/their authorized capacity(ics),and that by his/her/their signature(s)
on the instrument the person(s),or the entity upon behalf of which the person(s)acted,executed the
instrument.
�a..�3':tsmlt1 oel �L
T-
,- LINDA S.CAMPBELL = •
Im COMM.#1045344 Co NOTARY PLAXIC•CALWOMIA
my Com E eMW
s DEN.TpC ,��a� (Signal c of Notary)
Linda J. gMt2ll
CAPACITY CLAIMED BY-SIGNER:
Individual
Corporate Officer(s):
Titic(s)
Partncr(s): Limited General
Attorney-in-Fact
Trustce(s)
Guardian/Conscrvator
Other
SIGNER IS REPRESENTING:
Name of Person(s)or Entity(ics)
ATTENTION NOTARY: Although the information requested below is OPTIONAL,IT
COULD PREVENT FRAUDULENT ATTACHMENT OF THIS CERTIFICATE TO ANOTfIER
DOCUMENT.
THIS CERTIFICATE Title or T}pe of Document
MUST BE ATTACIIED
TO THE DOCUMENT Number of Pages
DESCRIBED Date of Document
AT RIGHT: Signer(s)Other Than Named Above:
Page 6 of 9
4' .G:4-96Agrcc:PELTIER:ExhihitD
RLS 96463 7110.96
STATE OF CALIFORNIA }
} ss
COUNTY OF )
On_ ,before me,
(name,title,e.g., "Jane Doe,Notary Public"),
personally appeared
(namc(s)of signcr(s)),
personally knm,%n to be--OR--
proved to me on the basis of satisfactory evidencc
to be the person(s)whose namc(s)is/arc subscribed to the i%Rhin instrument and acknowledged to me that
be/sbelhev executed the same in hislhcr/their authorized capacity(ics),andpat by h.islhcr/their signaturc(s)
on the instrument the person(s), or the entity upon behalf of nhich the person(s)acted,executed the
instrument.
Witness my hand and official seal.
(Signature of Notary)
CAPACITY CLAIMED BY SIGNER:
Individual
Corporate Officer(s):
Titic(s)
Partner(s): Limited/ General -
Attorncy-in-Fact
Trustcc(s)
Guardian/Conservator
Other
SIGNER IS REPRESENTING:
-Name of Pcrson(s)or 1j t tty(ics)
ATTENTION NOTARY: Although the information requested below is OPTIONAL,IT
COULD PREVENT FRAUDULENT ATTACHMENT OF THIS CERTIFICATE TO ANOTHER
DOCUMENT.
THIS CERTIFICATE Title or Type of Document
MUST BE ATTACHED
TO THE DOCUMENT Number of Pages
DESCRIBED Date of Document
AT RIGHT: Signcr(s)Other Than Named Above:
Page 7 of 9
4- Cj:4-96Agrce:PELTIER:ExhibitD
Rt.S 96-463 7110.96
STATE OF CALIFORNIA )
ss
COUNTY OF
On before me,
(name,title,e.g.,"Jane Doe,Notary Public"),
personally appeared
(namc(s)of signcr(s)),
personally kro«-1 to be—OR—
proved to me on the basis of satisfactory evidence
to be the person(s)whose namc(s)islare subscribed to the%Nithin instrum/and owledged to me that
hclshe/thcy executed the same in his/her/their authorized capacity(ics),�A d that by his/herltheir signaturc(s)
on the instrument the person(s),or the entity upon behalf of which thdperson(s)acted,executed the
instrument.
Witness my hand and official seal.
I (Signature of Notary)
CAPACITY CLAIMED BY SIGNER:
Individual
Corporate OfTiccr(s):
Titic(s)
Partner(s): Limi/cd General
Attorney-in-Fact
Trustee(s)
Guardian/Conservator
Other
SIGNER IS REPRESENTING:
Name of Pcrson(s)or En/ity(ics)
A17ENTION NOTARY: Although the information requested below is OPTIONAL, IT
COULD PREVENT FRAUDYULENT ATTACIRiENT OF YETIS CERTIFICATE TO ANOTHER
DOCUMENT.
THIS CERTIFICATE Title or Type of Document
MUST BE ATTACHE
TO THE DOCUMENT Number of Pages
DESCRIBED Date of Document
AT RIGHT: f Signcr(s)Other Than Named Above:
Pane 8 of 9
4`s'.G:4-96Ag=:PELTIER:ExhibilD
RLS 96-463 7/10.96
EXHIBIT A
LEGAL DESCRIPTION OF PROPERTY
[To Bc Ins.-rtud]
PARCEL 1= ,
t
r
An undivided one twenty second (1/22) fee simple interest as a tenant in common in and to !
all of the Common Area defined in Declaration referred to below and described in the !,
Condominium Plan (Plan") for Lot 1 of Tract No. 14828, which Plan was recorded on August =l
25, 1994 as instrument No. 94-0525335 of official Records of Orange County, over Lot 1 of [ .
Tract No. 14828, in the'City of Huntington Beach, County of Orange, State of California, !
as per map filed in Book 706, Pages 27 to 29 of Miscellaneous Maps, in the office of the '-
County Recorder of said County.
Excepting therefrom all oil, petroleum, asphaltum, gas, minerals and other hydrocarbon �
substances, as reserved in deed recorded August 16, 2921 in Book 401, Page 356 of Deeds,
and in various other deeds of record. ;
PARCEL 2: !
ugit No. g consisting of certain airspace and surface elements, as shown and described in
the Condominium Plan referred to in Parcel 1 above.
Parcel 31
i
non-exclusive easements for access, ingress, agrees, use, enjoyment, drainage,
encroachment, support, maintenance, repairs and for other purposes, all as described in
that certain Declaration of Covenants, Conditions and Restrictions and Reservation of
Easements for Pacific Park Villas, recorded August 25, 1994 as Instrument No. 94-0525336
of official Records. i
I
Parcel 4s
Exclusive easements appurtenant to Parcels 1 and 2 referred to above, for balcony or patio
purposes, over the areasidafined, depicted and assigned on the Plan.
Page 9 of 9
*e-G:4-96Agrcc:PELTIER:ExhibitD
RLS 96463110:96
DEED AUTHORIZATION
This is to certify that the interest in real property conveyed by the Deed of Trust dated
July 22, 1996 from Edward G. Peltier to the REDEVELOPMENT AGENCY OF THE
CITY OF HUNTINGTON BEACH, a government agency, is hereby accepted by the
undersigned officer cr agent on behalf of Agency pursuant to authority conferred by
Resolution No. 76 of the Agency adopted by its governing body on the 25th day of July,
1996 and the grantee consents to recordation thereof by its duly authorized officer.
REDEVELOPMENT AGENCY OF THE CITY
OF HUNTINGTON BEACH
Connie Brockway
Clerk
BY �22a
Def uty Clerk-
L
REDEVELOPMENT AGENCY OF THE
CITY OF HUNTINGTON BEACH
LENDING INSTRUCTIONS
TO: Tiempo Escrow
19093 Beach Blvd.
Huntington Beach, CA 92648
RE: Your Escrow No. 96-04
Preliminary Recitals
1. Edward G. Peltier(hereinafter sometimes referred to as"Buyer") has applied to
Redevelopment Agency of the City of Huntington Beach(hereinafter sometimes referred to as
"Agency" or"Lender") for a loan of$35,000 to finance the purchase of certain real property
known as and located at 7871 Happy Drive, #201, Huntington Beach, California 92648, which
property is hereinafter sometimes referred to as the"Subject Real Property." Lender has been
advised that Buyer has opened the above-referenced escrow with you for the purpose of
completing the purchase of the Subject Real Property. In order to secure performance or
fulfillment of the terms and conditions of the loan for which Buyer has applied, and to facilitate
the making of the loan if appropriate,Lender,reserving the right to amend or revoke these
instruction, unilaterally and without prior notice, at any time, hereby authorizes and instructs you
as follows:
Deposit Clause
2. Lender had enclosed herewith the following:
(a) A loan agreement providing the terms and conditions by which the
Borrower may participate in the Lender's program to assist low or moderate income households
to purchase housing which includes an equity sharing provision;
(b) A promissory note providing for the repayment of the principal amount of
$35,000 plus accrued interest on the unpaid balance thereof at the rate of 5 percent (5%)per
annum, due upon the thirtieth anniversary of the Loan, or earlier according to the terms and
conditions of the note;
(c) A second deed of trust, with a rider, conveying the Subject Real Property
to City of Huntington Beach in trust for the purpose of securing performance of the obligations
evidenced by the above-described promissory note and certain other obligations, to be executed
by Buyer for the benefit of Lender;
(d) A"Declaration of Conditions, Covenants and Restrictions for Property," in
which Buyer agrees that the Subject Real Property shall only be owned by Buyer or other persons
or families of low or moderate income available at an affordable housing cost, as those terms are
1
4 s:0:4.96Ai;r=PEL71ERJAMins1
RLS 96-463
711"96
defined in California Health R Safety Code Sections 5093 and 50052.5, and that Buyer shall not
discriminate against any person or group of persons on the basis of race, color, religion, sex,
marital status,national origin or ancestry. Such covenants shall run with the land, in favor of the
Lender and the City of Huntington Beach;
(e) The disclosure statement setting forth the conditions upon which the
Lender will make the Loan;
(0 The notice of the Buyer's right to rescind required by the Truth-in-Lending
Act;
(g) An expiration of rescission period form verifying the delivery of the notice
of right to rescind; and
(h) The Certificate of Proposed Disclosure, which must be signed by the
Buyer, delivered to the current owner for his signature, and when fully executed, copies are to be
delivered to Lender, Buyer, and owner.
Execution of Loan Instruments and Documents
3. When you have received these instructions, please have Buyer execute immediately
all loan instruments and documents that have been deposited with you for execution by Buyer.
All of the loan instruments and documents that have been deposited with you for execution by
Buyer are to be executed by Buyer on the same date. Buyer must execute all loan instruments and
documents that they are required to execute by signing his/her/their name(s) exactly as it appears
or will appear on the grant deed that will vest title in Buyer and on the enclosed deed of trust.
Insurance Requirements
4. We require, as a condition of making the loan, that you hold for delivery to us an
original policy of insurance, duly issued and in effect, providing fire and extended special
coverage insurance on the Subject Real Property in an amount not less than S 6,000.00 and
complying with the following requirements:
(a) The policy shall be issued by an insurer that is admitted to transact
insurance business in California;
(b) The policy shall either be a continuous policy or a policy with an unexpired
term of at least one year, and the premium for the initial one year, following the making of the
loan must have been paid;
(c) The policy shall name Buyer as an insured and shall contain a lender's loss
payable endorsement naming Lender as the second lass payee;
2
4 a:G:4.96Agroe:PELTIER:1AMinct
RLS 96-463
711096
(d) The policy shall not have a deductible that exceeds$500.
Requirement of Cash Downpayment
5. We require, as a condition of making the loan, that 3%of the purchase price of the
Subject Real Property be paid by Buyer, in cash or its equivalent, from Buyer's own funds.
Compliance With Truth-In-lending Requirements
b. We require, as a condition of making the loan, that prior to the disbursement of
any loan proceeds you effect compliance with the disclosure and notice requirements imposed by
the Federal Truth-in-Lending Act and allow the three-day recession period required by the Truth-
in-Lending Act to expire. You shall not request or disburse any loan proceeds unless and until
you have complied with each of the following conditions:
(a) You shall deliver one copy of the enclosed Disclosure Statement to Buyer
at the time Buyer executes the enclosed promissory note, deed of trust and the other enclosed
loan documents;
(b) At the time a copy of the Disclosure Statement is delivered to Buyer,you
shall have Buyer sign another copy of the Right to Rescind Statement, in the space provided for
that purpose, to acknowledge receipt of the statement;
(c) As soon as Buyer has executed the enclosed loan instruments and
documents and you have delivered the copies of the Disclosure Statement and Notice of Right to
Rescind and had Buyer acknowledge receipt of the statement, you shall deliver to us the copy of
the Disclosure Statement and Notice of Right to Rescind and had Buyer acknowledge receipt of
the statement,you shall deliver to us the copy of the Disclosure Statement that Buyer has signed
and the copy of the Notice of Right to Rescind that you have retained; and
(d) You shall not request or disburse the loan proceeds, or any part of them,
until the fourth business day after the date on which the Disclosure Statement is delivered to
Buyer or the fourth business day after the date on which the Notice of Right to Rescind is
delivered to Buyer, whichever is later.
Conditions Precedent to Request for Loan Funds
7. You may request us to deposit the proceeds of the loan with you when, and only
when:
(a) Buyer has properly executed the enclosed loan agreement promissory note
without modification or deletion and you have delivered the original of the executed loan
agreement to us;
3
4's:G:4-96Agrce:PE,LTIER:Lcndinst
RIS 96.463
7.'10,96
(b) Buyer has properly executed the enclosed promissory note without
modification or deletion and you have delivered the original of the executed loan
agreement promissory note to us;
(c) Buyer has properly executed the enclosed deed of trust without
modification or deletion and it is in recordable form;
(d) Buyer has properly executed the enclosed Declaration of Condition,
Covenants, and Restrictions without modification or deletion and it is in recordable form;
(e) You have delivered a true and complete copy of the executed deed of trust
and Declaration of Conditions, Covenants and Restrictions to us and are authorized and prepared
to record the original deed of trust when you receive and are authorized and prepared to disburse
the loan proceeds;
(0 You have delivered to us true and complete copies of all of the escrow
instructions that you have received from Buyer and the other parties to the above escrow,
including any amendments or supplemental instructions, and any assignments or demands that
have been deposited with or delivered to you in connection with the escrow;
(g) You have delivered to us a copy of the preliminary title report obtained for
this transaction;
(h) Continental Lawyers Title Company is prepared and obligated to issue in
our favor, on the recordation of the enclosed deed of trust, a standard form American Land Title
Association lender's policy in the amount of$35,000, insuring that title to the Subject Real
Property is vested in Buyer and that the enclosed deed of trust is an encumbrance against the
Subject Real Property tha,is subject and subordinate only to First Deed of Trust;
(i) You have delivered to us a written confirmation verifying the commitment
of Continental Lawyers Title Company to issue the policy of title insurance required by these
instructions on the recordation of the enclosed deed of trust;
6) You have received in escrow, and are authorized and prepared to deliver to
us on recordation of the enclosed deed of trust, an original policy of fire and extended special
coverage insurance complying with the requirements set forth in 14;
(k) Buyer has deposited in escrow, to be applied toward payment of the
purchase price for the Subject Real Property, the sum of$8,900.00 and has otherwise complied
with the dowmpayment requirements set forth in T 5;
4
4s:0:4-96Agrcc:?ELTIER:Lrndlmt
Rr S 96.463
7.'10.'96
(1) You have delivered to us a true and complete copy of a written
certification from a licensed structural pest control operator pursuant to Business and Professions
Code Section 8519 that the residence and other improvements located on the Subject Real
Property are free from evidence of active infestation or infection in the visible and accessible
areas;
(m) You have delivered to Buyer, in accordance with the requirements set forth
in Ir 6, one copy of the enclosed Disclosure Statement and two copies of the enclosed Notice of
Right to Rescind;
(n) More than three full business days have elapsed since the date on which the
Disclosure Statement was delivered to Buyer, and r iore than three full business days have elapsed
since the date on which the Notice of Right to Rescind were delivered to Buyer;
(o) You are otherwise authorized and prepared, under the instructions you
have received from all parties, to close the above-referenced escrow within 24 hours after the loan
proceeds are deposited with you.
(p) There shall be no blanks on any documents at close of escrow.
Recording of Deed of Trust
8. When all of the conditions precedent to requesting the deposit of the loan
proceeds, as set forth in T17, have been performed or fulfilled and the loan proceeds have been
deposited with you pursuant to your request,you are authorized and instructed to record
forthwith the grant deed conveying the Subject Real Property to Buyer, our enclosed deed of
trust, our enclosed Declaration of Conditions, Covenants, and Restrictions and to close the
above-referenced escrow. You are instructed to record our enclosed deed of trust and
Declaration of Conditions, Covenants, and Restrictions immediately after you record the grant
deed conveying the Subject Real Property to Buyer.
Issuance of Title Insurance Policy
9. As soon as you have recorded our enclosed deed of trust and Declaration of
Conditions, Covenants, and Restrictions,you are instructed to cause to issue and to deliver to us
a standard form American Land Title Association lender's title insurance policy in the amount of
$35,000, insuring that title to the Subject Real Property is vested in Buyer and that the enclosed
deed of trust and Declaration of Conditions, Covenants, and Restrictions are encumbrances
against the Subject Real Property that is subject to and subordinate only to the First Trust Deed.
Conditions Precedent to Disbursement of Loan Proceeds
10. You are authorized to disburse the loan proceeds that we deposit with you when,
and only%vhen:
5
4,a:G:4-96Agnx:YELIIER:Izrk inst
RLS 96A63
7110196
• (a) All of the conditions precedent to requesting the deposit of the loan
proceeds, as set forth in 9,17, have been performed or fulfilled.
(b) You have recorded the grant deed conveying the Subject Real Property to
Buyer, the enclosed deed of trust and Declaration of Conditions, Covenants, and Restrictions,and
(c) You have caused to issue and deliver a standard form American Land Title
Association lender's title insurance policy that complies with the title insurance requirements set
from in Ti 7(h).
Requests and Notices
IL The request for the loan proceeds and all other requests and notices directed to
Lender shall be in writing and shall be personally delivered or sent by certified or registered mail,
postage prepared, return receipt requested to Redevelopment Agency of the City of Huntington
Beach, Attn: Agency Clerk, 2000 Main Street, Huntington Beach, CA 92648. Requests shall be
deemed to have been made and notices shall be deemed to have been given only when they have
been received by the City Clerk.
Delivery of Instruments and Documents
12. All instruments and documents that are to be delivered to Lender shall be
personally delivered or sent by certified or registered mail, postage prepaid, return receipt
requested to Agency Clerk, Redevelopment Agency of the City of Huntington Beach, 2000 Main
Street, Huntington Beach, CA 92648. Instruments and documents shall be deemed to have been
delivered only when they have been received by the Agency Clerk.
Nonresponsibility for Escrow Fees and Charges
13. Lender shall have no responsibility or liability for any of your escrow fees or
charges or for any fees, charges, costs, or expenses incurred by you or any other party to the
above-referenced escrow in complying with these instructions, obtaining the loan for which Buyer
has applied, or otherwise processing or closing the above-referenced escrow.
Sole Instructions
14. These instructions constitute the complete escrow instructions, and the only
escrow instructions, of Lender and shall revoke and supersede any prior oral or written
instructions you may have received from Lender.
Waiver and Deviations from Instructions
15. Lender may waive, or may permit de,%zations from, any term or condition of these
instructions. However, a term or condition of these instructions can only be waived by means of a
written waiver signed by an authorized officer, agent, or employee of Lender. Deviation from
these instructions will only be permitted if it is specifically authorized in writing by an authorized
6
,Vs:G*96Ai rec:PELTIER:LeMimt
RIS 96-463
71L0:96
officer, agent, or employee of Lender. Any purported oral waiver, and any purported oral
authorization to deviate from the terms of these instructions, shall be ineffective and invalid.
Amendments and Supplemental Instructions
16. Lender shall have the right to amend or supplement these instructions at any time
without prior notice and without the agreement or consent of any other party or parties.
However, these instructions may only be amended, supplemented, or modified by means of a
written amendment or supplement that has either been signed or approved in writing by an
authorized officer, agent, or employee of Lender. No written amendment, supplement, or
modification of these instructions shall be effective or valid unless and until it has been deposited
with you and unless and until an authorized officer, agent, or employee of Lender has either
signed it or approved it.in a signed writing that has been deposited with you. Any purported oral
amendment, supplement, or modification of these instructions shall be ineffective and invalid.
Revocation and Cancellation of Instructions
17. '(a) Lender shall have the right to revoke and cancel these instructions at any-
time without prior notice and without the agreement or consent of any other party or parties. If
Lender exercises its right to revoke and cancel these instructions, you shall return to Lender
forthwith, upon demand, any and all funds, instruments, documents, and other items that Lender
has deposited with you.
(b) If the above-referenced escrow is canceled by any other party or parties,
you shall return to Lender forthwith any and all funds, instruments, documents, and other items
that Lender has deposited with you.
Time Is of the Essence
18. Time is of the essence with respect to each and every provision of these
instructions and in the performance, occurrence, fulfillment, or satisfaction of each and every term
and condition of this escrow and these instructions.
7
4\s:G:4-96Agree:PELTIER:Lendinst
RLS 96-463
7/10/96
Request for Acknowledgment of Acceptance
19. Please acknowledge your receipt and acceptance of these instructions, and your
agreement to hold and dispose of any funds, instruments, documents, or items that Lender
deposits with you in accordance with the terms and conditions of these instructions, by signing the
acknowledgment and acceptance set forth below on the enclosed copies and returning one signed
copy to Lender.
Dated: 7 1, 4
LENDER
LA C
David Biggs
Economic Development Director
Redevelopment Agency of the
City of tuntington Beach
Acknowledgment and Acceptance by Escrow Molder
Tiempo Escrow acknowledges receipt of the foregoing instructions and the items listed in
Paragraph 2 of those instructions. Tiempo Escrow agrees that any funds, instruments,
documents, or other items deposited by the Redevelopment Agency of the City of Huntington
Beach shall be held and disposed of in accordance with the terms and conditions of the foregoing
instructions and such amendments or additional instructions as may be submitted by the
Redevelopment Agency of the City of Huntington Beach.
ESCROW HOLDER
Tierrl o Escrow
B [signature]
r.;MIA IT77 [typed name]
Escrow Officer �tiile]
8
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RLS%-40
7l10:'96
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19093 Beach Boulevard • Huntington Beach, CA 92M • (714) 843-0101 • FAX(714) 843-9949
ESCROW NO. 9412-C DATES June 18, 1996 ESCROW OrFICERs Linda J. Campbell
PROPERTY ADDRESss 7871 Happy'Drive, *102, Huntington Beach, Ca 92648
AMMM113M TO XIMTRDCTIOUS
Previous instructions given`you and contained in your above indicated escrow are hereby
attended in the following particulars onlys
The address for the subjectiproperty is hereby-amended-to-read as-follows
7971 Happy Drive #201 Huntington Beach Ca 92648
t
Each of the undersigned states that he has read the foregoing amended instructions and
agrees to them. The undersigned acknowledges receipt of , a 'copy ' of these amended
instructions.
seller's Buyers
Signature signature
17
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sso A`C to a ura Edward G. Peltier
K,.
SIGN CERTIFIED TO BE A TRUE. iAND EXAM
Copy OF THE OMGINAt
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19093 Beach Boulevard • Huntington Beach. CA 92648 • (714) 843-0101 • FAX (714) 843-9949
XSCROV INSTRUCTIONS
ESCROW OFFICER: Linda J. Cairpbell
ESCROW RUNDERs 9412-C
DATES June 11, 1996 CONSIDERATION
BUYER HAS HANDED BROKER THE SUM OF Paid outside of Escrow $
$1,000.00 TO BE DEPOSITED IN ESCROW Deposit through Escrow 8,900.00
AND FURTHER AGREES TO RAND YOU First Trust Dead 131,000.00
Second Trust Deed 35,000.00
TOTAL CONSIDERATION $ 174,900.00
any funds and Instruments necessary for me to comply with these instructions, on or before
July 19, 1996 Which you are to use provided you can have issued through Continental
Lawyers Title a CLTA standard coverage policy all title insurance with the liability for
the total consideration on the following described real property in the City of Huntington
Beach, County of Orange, state of Californias
(7871 Happy Drive, $101, Huntington Beach, Ca 92648)
Exact legal description as per Exhibit •A', Attached hereto and shade a part hereof.
SHOWING TITLE VES= IWz ZDWARD G. PELTIER, AX UN KA,RRIED MAX
SUBJECT TO: If now of record: (1) General and special district levies not delinquent;, (2)
covenants, conditions and reservations (including exceptions of oil, gas, minerals and
hydrocarbons, without right of surface entry), restrictions; rights, rights of May and
easements for public utilities, districts, grater compas:.ias, alley and streets;
supplemental taxes; if any, assessed pursuant to the provision of chapter 498, Statutes of
1903 of the State of California.
ALL ESCROW INSTRUCTIONS SET ]FORTH IH THAT AGRYMUMT OF SALE, DEPOSIT RECEIPT AHD JOrNT
ESCROW INSTRUCTIONS BY AHD BETWEZ9 SASSOUNIAH CAPITAL VENTURES, INC. AND BUYER ARE HEREBY
INCORPORATED IN TIIBSS ESCROW INSTRUCTIONS AS TSOUM FULLY SET FORM AGAIA ON TXPMPO
ESCROW, INC. LRTTMMAD. ESCROW HOLDER IS INSTRUCTED TO COMPLY WITH AM INSTRUCTIONS
PERTAINING TO RSCROFI BOLDER AND ZS NOT To DR FURTMR CONCERNED 1TZT6 OTMM CONTEIM OF SAID
AGRIO�HTS.
: Maka only the prorations and adjustments indicated by an -I- as of Close of 8scrow:
(x) Taxes* ( ) Fire Insurance Preaium ( ) Interest an Trust Deed of Record
( ) F.B.A. Mortgage Insurance Premium, if any ( ) Impound Account, if any
( ) Rents (x) Hom,eowners Association
*Be tier , and buyer are atra.re taxes axe subject to re-asaessmant, in accordance with the
Statutes of the State of California. Any proration of such taxes are to be handled
outside this escrow. I
I, Seller, agree to the foregoing instructions and prior to the said date will hand you
any funds and instruments necessary for me to comply therewith, provided you hold the
funds and instruments deliverable to me: Pay any encumbrances necessary to place title in
tho condition called for. -
BUYER AND SELLER HAVE READ A�10 AGREE TO THE GENERAL PROVISIONS PRINTED ON ADDITIONAL. PAGES
ATTACHED HERETO AND HARE, ALPA,�T HEREOF. CERTIFIED TO BE R TRUE AND EXACT
COPY THE ORIGINAL HEREOF.
SA SSOUNIAN CAP S, Inc.
TiCMPO SCROW. INC.
seller's / Buyer's
' Signature Signature
SWO46 dVard G. Peltier
i3
Address: Bolas Chico Street Address: 10081 Beverly Drive
Huntington Beach, Ca 92649 Huntington Beach, Ca. 92646
LEGAL DESCRIPTION
EXHIBIT "A" r
}
PARCEL 1: �+
An undivided one twenty second (11221 fee simple interest as a tenant in common in and to!
all of the Common Area defined in Declaration referred to below and described in the ;;
condominium Plan (-Plan") for Lot 1 of Tract No. 14828, which Plan was recorded on August !
25, 1994 as Instrument No. 94-0525335 of official Records of Orange County, over Lot 1 off
l .
Tract No. 14828, in the`city of Huntington Beach, County of orange, state of California, !
as per map filed in Book 706, Pages 27 to 29 of Miscellaneous Maps, in the office of the .
county Recorder of said County.
Excepting therefrom all oil, petroleum, asphaltum, gas, minerals and other hydrocarbon ;1 -
substances, as reserved in deed recorded August 16, 1921 in Book 401, Page 356 of Deeds, I
and in various other deeds of record.
}
PARCEL 2:
unit No. 8 consisting of certain airspace and surface elements, as shown and described in
the Condominium Plan referred to in Parcel 1 above.
Parcel 3s
non-exclusive easements for access, ingress, egress, use, enjoyment, drainage,
encroachment, support, maintenance, repairs and for other purposes, all as described in
that certain Declaration of covenants, conditions and Restrictions and Reservation of
Easements for Pacific Park Villas, recorded August 25, 1994 as Instrument No. 94-0525336
of Official Records.
Parcel 4: t
3
Exclusive easements appurtenant to Parcels 1 and 2 referred to above, for balcony or patio
purposes, over the areasidefined, depicted and assigned on the Plan.
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19093 Beach Boulevard• Huntington Beach, CA 92648• (714) 843-0101 • FAX (714) 843-9949
Dates June 11, 1996 REs Escrow No. 9412-C
Property Address: 7871 Sappy Drive, #101, Huntington Beach, California 92648
Page #2
IHSTr.UCTIONS=
A.) At close of escrow, Escrow Holder is authorized and instructed to charge Buyer and
charge Seller with their normal closing costs.
D.) Parties hereto are avare that Tiesspo Escrow, Inc. may incur certain expenses during
the course of processing their escrow which must be paid prior to the close of escrow.
Such costs may include, but are not limited tot appraisal, credit report fees, homeowner
association documents and existing lender payoff etatement fees. Escrow Holder is
authorized and instructed to release funds for payment of such costs, prior to close of
escrow, from funds on deposit in escrow. Parties acknowledge that said funds are NOT
refundable. At close of escrow, Escrow Bolder is irrevocably authorized to charge the
appropriate party for costs incurred and is released from any and all liability in
connection with complying with this instruction.
C.) Buyer is hereby advised that be/she will be required to file a Preliminary change of
Ownership Report (form to be furnished in escrow) concurrently with the recording of the
Grant Deed wherein title is conveyed to Buyer. Failure to file such form may result in
the county recorder refusing to record the documents called for herein, or the assessment
of a $20.00 recording surcharge fee that must be paid by buyer at time of closing. In the
event buyer does not hand you the form referred above, or if the county recorder deers
said form to be unacceptable as filed by the buyer, you are authorized to charge buyers
account accordingly at the close of escrow. Should this form not accompany the Deed and/or
be rejected at time of recording, the county tax assessor's office will attempt to contact
buyer by mail, to complete another form. Failure by buyer to respond will result in"a tax
lien against the property. Escrow holder is not to be held liable and/or responsible in
any manner whatsoever should this occur.
D.) Escrow Holder is boreby authorized and instructed to pay any messenger and/or
overnight delivery fees such as, but Dot limited to, Federal Express fees at $25.00 per
item or more in the eveut-of heavier packages. overseas or special deliveries from the
account of the Buyer or roller (whichever is appropriate) if required to expedite the
closing of this escrow, at the close of escrow.
E.) Any supplemental property taxes after close of escrow, shall be the responsibility of
the Duyer.
F.) This transaction is contingent upon the Buyers review and approval of recorded
project documents including, but not limited to CC S R's, By-Laws, Articles of
Incorporation and current Budget statement. Escrow bolder shall order all necessary items
from the Association for dalivery to Buyer and Buyer's lender, if applicable, and charge
Seller's account for any costs imposed by the Association for delivery to same.
CORSUMM.ATION OF ESCROW shall be contingent upon Buyer's written acknowledgement placed in
escrow acknowledging receipt of said items.
c.) Escrow bolder is instructed to pay Keystone Pacific Property Management the sum of
$45.00 from seller's proceeds, this amount represents a new sale set-up fee.
B.) Suyer acknowledges that the monthly association dues are currently in the amount of
$275.69 per month. At the close of escrow, you authorized and instructed to debit the
Buyers account, with the sun of $306.38, representing cost of the HOA Certification Fee of
$35.00 and Capital contribution of $351.38.
Sassout:ian a aI t rates, Inc.
Byr
,j ouni iEdward G. Peltier
/ CERTIFIED TO BE A TRUE AND EXACT.
COPY OFT 1r,JMAL HEREOF-
TIVA?0 E„CRO . INC,
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19D93 Beach Boulevard• Huntinuton Beach. CA 92648 • (714) 643-0101 • FAX (714) 643-9949
Date: June 11, 1996 Rns Escrow Igo. 9412-C
Property Addresss 7871 Bappy Drive, #101, Buntington Beach, Ca 92648
Page #3
I.) prior to coumencement. of any upgrades, Buyer agrees to deposit sufficient funds in
escrow, to cover any such upgrades. You will be handed additional instructions from the
parties, should funds be released to seller/Contractor for costs of said upgrades, if
applicable.
J.) Buyer understands that in the event said upgrades are completed and Buyer cancels
this escrow, buyer agrees to forfeit all of their interest in those upgrades as a part of
liquidated damages.
K.) Buyer acknowledges that the Seller has been notified by the Boaoeowaers Assaciation,
that they bave (recently obtained a policy for Earthquake coverage and that the monthly
association dues maybe increased to cover said insurance coverage.
AS A MATTER OF RECORD ONLY, WITEI W131CH ESCROW BALDER NEED NOT BE FURTBER COFCERHHD, IT IS
UNDEttSTOOD BY AND BETMW THE PARTIES BERETO AS ZOLLONSt
1. possession of subject property gill be given to Buyer herein at close of escrow.
2. nuyer understands that their unit is differeat trap the Kodel(s). ]guy upgrades to the
subject unit, shall be handled outside of escrow, between the Buyer and Geller.
3. rurchase price includes builders allowance of $4,000.00, towards upgrades and Buyer's
non-recurring closing costs.
Sassouni Capitanatures* Inc.
By:
s Z&ard G. Peltier
t
CERSIFIED TO BE A TRt3E AND EXACZ
COPY OF TH Rl INAL HEREOF•.
T1EMP0 ESCROW G
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19093 Beach Boulevard• Huntington Beach. CA 92848 • V14) 843-0101 • FAX(714) 843-9949
Escrow No. 9412-C
DISCLOSURE NO. It
Buyer(s) and Seller(s) hereto acknowledge that any supplemental real property tax
naseasment disclosed on preliminary title report is to be charged to Seller(s) account and
paid at the close of escrow. Escrow Molder is not to be concerned with any supplement tax
bills disclosed after the close of escrow and is relieved of any responsibility concerning
same. Any assessments not disclosed in writing prior to the close of escrow by the title
company and/or assessed after the close of escrow will be adjusted between Buyer(s) and
Seller(s) outside of escrow.
DISCLOSURE NO. 21
Pursuant to Legislation A8512 effective 111190, also known as "GOOD FUNDS LEGISLATION" you
are hereby informed as follawst DUYERS/BORROWERS
Closing funds: To avoid a delay in the closing of your escrow, please deposit required
closing funds in one of the following forms at least two business days prior to closingt
1.) Wire transfer of your funds into escrow trust account. Contact your escrow holder to
obtain the procedure for wire transfer. . '
2.) Cashier's check payable through a California Bank, certified checks or taller checks
(also known as Bank Checks), payable through a California Bank, payable to Tiempo Escrow,
Inc.
Note that personal checks, corporate checks, drafts are treated as checks and are only
payable and good to close your escrow when the item is made available for withdrawal by
depositors under Regulation cc adopted by Federal Reserve Board of Governors. Please
verify with your bank or other financial institution now so that they will be able to
provide you with proper funding when escrow calls for closing funds OR make arrangements
for your deposit early enough to allow for clearance of your check prior to the closing
date. IT IS YOUR RESPONSIBILITY TO DO SO.
Buyer/Borrower is also aware that their new loan may fund and new lender may require
additional days interest to Buyer/Borrower's account, prior to close of escrow.
Sellers/Borrower are aware that Legislation Ab512 may cause a delay in escrow disbursement
which may result in additional interest on payoffs or interest loss on proceeds.
DISCLOSURE NO, 3t SELLERS/BORROWERS
CALIFORNIA REVENUE AND TAXATION CODE SECTIONS 10805 and 26131 require any Buyer of real
Property to withhold California income taxes from escrow funds if ►= three of the
following conditions applyt
1. The selling price is greater than 100,000.OD
2. The Seller has WCM executed a written certificate, under the penalty of
perjury, certifying that the property being conveyed is the seller's principal residence
OR teller is a resident of California, or if a corporation, has no permanent place of
business in California.
3. The funds from the transaction are disbursed to either:
A. A seller with a last known street address outside of California, OR
B. A financial intermediary of the seller if the seller is a non-resident of
California.
The seller is subject to penalty for knowingly filing a fraudulent certificate for the
purpose of avoiding the withholding requirement.
The withholding rate is three and one-third (3 1/3t) of the selling price. The seller may
request a waiver by contacting:
FRANCHISE TAX BOARD
+ WITHHOLD AT SOURCE UNIT
P.O. BOX 651
SACRAMENTO CALIF. 95812-0651
(916) 369-4900
Tie" SsCrow, I an independent escrow cc wpany govertked by the Department of
Corporations er Escrow License Sio. 963-0967.
Sassougi !capital Zaltures, Inc.
By:/ /
8dvrard G. Peltier
CERTIFIED T4 BE A TRUE AND EXAZ
COP' E ORIGINAL HERE( :
4 TIE P0 ES ROW, INC.
By
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19093 Beath Boulevard • Huntirrglon Beach. CA 92648 (714) 843.0101 FAX (714) 643-994S
ACR>rIDWIT OF SALE, DEPOSIT RECEIPT
AND JOINT ESCROW I1151RUClIONS�,
C011D0 I I L
This Agreement of Sale, Deposit Receipt and Joint Escrow Instructions
(•Agreement•) is entered into between Sassounlan Capital Ventures, Inc., a
California corporation ('Seller•) and VLt1v1l) 1-1"L.70CIL__
('buyer*). Suter and Seller may hereinafter collectively be referred to as the
'Parries.•
Apnli�s t 'j�'"� [ �'�f�t •GIt . •�i IC
The Parties agree ae follv;+t r
1. The-Property. Upon execution of this Agreement by Buyer and
acceptance hereof by Seller. Seller *hall sell and Buyer shall purchase, on the
terms and conditions set forth herein. certain real property ('Property•) In the
Pacific Park Villas condominium project ('Project') located In the City of
lluntington Beach, County of Orange, State of California, described as Cottdolniniunr
rJ3trir Ito.
P' ("Unit'). and appurtenant interests on Lot 1 of Tract Ito. 14628.
as shown on a Subdivision flap recorded on January 26, 1994 in Hook 706. Pages 27
to 29. Inclusive, of Maps, in the Office of the Orange County Recorder, as said
Unit d other interests are shown and described in he Condominium Plan recorded
on Z3 1994, as Instrument No. 94- In the Declaration of
Covenants, Conditions and Restrictions and Re ervation of Easements for Pacific
Park Villas ('Declaration'), recorded on '1 3 199-4 as Instrument Ito.
and, if applicable. In the rocordeg Notice of Addition of Territory
(*Notice') annexing the Property to the Project, all of Official Records of
Orange County, Californis.
2. ure ame Price and Deposit. Concurrently With the execution of�• ,
this Agreement, Buyer has delivered to Seller the sum of D V A�IUf0
Dollars (3 11460 ). evidenced by check ()C ) cash f_,,,_), as a deposit to
be applied toward the purchase of the Property. She 'Base Purchase Price• of the
Property is described in the attached Addendum 91.0 The Dame Purchase Price may
be increased prior to-the Close of Escrov if buyer requests optional Items In
accordance with Addendum 03' hereto. The lase Purchase Price and the cost of all
optional Items shall be the *Purchase Price• herein. Prior to the Close of
Escrow end in accordance with Paragraph 21 hereof, Shyer and Seller shall
complete and execute Addendum 13.' which includes a full description of the
Purchase Price and the manner in which It shall be paid.
3. LLrLan�:_!nL.
(a) Loan Application. If, pursuant to Addendum '19 a portion of
the Purchase Price will be paid with financing proceeds, buyer shalli
(1) submit. no later than five (5) calendar days after execution of this
Agreement by Buyer, all information necessary for application for approval of
credit ('Credit Application') by an lnstitution&I leader ('Lender') or Seller , as
applicable (Lender and Seiler are referred to herein collectively or
Individually, as applicable, se the 'Financing EnLlty' ) and provide Seller with a
copy of the Credit Application within such fivd day. period if Seller Is not the
Financing Entityl (11) within two (2) calendar dsyr after request therefor by
Seller or Escrow (solder, execute all documents and forms necessary to consummate
the sale in accordance with the terms hereof. including. but not limited to.
credit reports, statements of identity, loan applications, employment verlflca-
tions. notes, trust deeds. and loan escrow lnetructionst and (III) within thirty
(30) calendar days after acceptance of this Agreement by Seller, deposit or cause
to be deposited into Escrow written verification of the Financing Entity's un-
conditional loan commitment to Buyer for the full amount of the sum to be
financed as set forth in Addendum •1.' layer shall authorise Lender to release a
CERTim TO BE: A TRUE AND EXACT
r' COPY 07.�
E OR!GI"lAL HEREOF.
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19)93 Beach Boulevard • Huntington Beach. CA 92648 + (714) 843-0101 • FAX (714) 643.994
copy of the Credit Application to Seller Immediately upon request therefor by
Seller. If Seller is offering financing on the sale of the Property and Buyer
applies but does not qualify for such financing by Seller. Buyer shall deposit
with Seller and Escrow Itolder written verification of a Lender's loan commitment
to Buyer for the full amount which would have been financed by Seller wlthln
thirty (3D) calendar days after Seller's notification to surer that Seller has ;
declined to make said purchase financing available to Buyer. Buyer acknowledges
and agrees that Buyer will be obligated to pay all costs charged by any Lender
through which Buyer has requested financing even if more 'than one Lender is
Involved. Buyer's application for another loan If Buyer does not qualify for a
loan from Seller shall not obligate Seller to pay any Lender fees.
(b) Loan_Approval/Disapproval. The requirements of this
Paragraph 3 shall not be deemed satisfied If the written verification of loon
commitment deposited into Escrow is In any vay conditional or Includes terms or
conditions which are In any way Inconsistent with this Agreement. If (1) Buyer
does not receive written notification from the financing Entity that it It
willing to sake its loan within the time period specified In Paragraph 3(a)
above. or (il) prior to such date. Buyer receives written ar oral notification
from the Lender that Buyer is unable to qualify for such a loan or that the
Lender will not Beaks the loon. (Buyer shall notify Seller thereof within three
(3) days after such notification from Lender). Seller shall have the right (but
not the obligation) to terminate this Agreement. If Seiler terminates this
Agreement, all rights and obligations of the Parties shell be terminated, and.
subject to Paragraph 9(c) below, all funds and instruments deposited by Buyer
shall be returned to Buyer. The failure of Buyer to (as) properly and promptly
execute and deliver the documentation required by the Flnancing Entity. (bb)
notify Seller. within the time period set forth above. that Lender will not make
the loan or that Buyer cannot qualify for the loan. or (cc) make the •
authorizations required of Buyer hereunder. shall constitute a default under this
Agreement. Subject to Paragraph 9(c) below. Seller shall thereafter be entitled
to retain all amounts due at Liquidated Damages and. If Buyer has ordered
optional Items, any anounte as are specified for thete optional Items. Any
remaining sewn shall be returned Co Buyer. By so accepting the return of such
funds. Buyer shall be deemed to have waived and released any right Buyer asay have
to purchase the Property and any claim or Intsreot in the Property. This Etcrow
Is contingent upon Buyer's completion and submittal of the above-referenced Items
and Buyer's ability to obtain the financing described above.
4. Escrow.
(a) Opening of Escrow. Immediately upon acceptance of this
Agreement by Seller. escrow ('Escrow') shall be opened by Seller's depositing an
executed copy of this Agreement with Tiempo Escrow. a Licensee of the California
Department of Corporations, located at 19093 Bosch Boulevard. ifuntington Beach.
California 9261E ('Escrow !folder•). Paragraphs 1 through 11 constitute Buyer's
and Seller's instructions to Escrow [folder. Escrow Holder shall not be
responsible for any part of this Agreement other than the provisions of such
paragraphs. Escrow 11older't 'Central Escrow Instructions' are attached as
Addendum 02' Buyer and' Seller agree that. If there is any conflict between this
Agreement and Escrow Holder's 'General Escrow Inotruct.(ons.• the provisions of
this Agreement shall control the resolution of such conflict. Buyer and Seller
further agree that any provision regarding an award of attorneys' fees and
si}nilar costs contained in Escrow folder's *Central Escrow Instructions• shall
apply. If at all. only to disputes between (I) ono (or more) of the Parties and
(li) Escrow Bolder, and not to disputes between the Parties themselves. Buyer
shall execute and deposit such further lnstrsictions. documents and forms
consistent with the terms of this Agreement and necessary to consummate the sale
of the Property In accordance with the terns of this Agreement as may be required
by Escrow Holder or Seller.
(b) Close of Eecrow. Subject to the provisions of this
Agreeei n" unless earlier terminated. Escrow shall close on the date (*Closing
pat w'4iich Is the later to occur of (I) the •Sched%iled Closing Date' get forth
i Ad �endum 'I.' (ii) the,-fifth (3th) business day I%FM6VY1?lNO*4"Y-VAJiAACJ
COPY- OFBG-VAL tCMF.
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19093 Beach Boufovard • Huntington Beach. CA 92648 a (714) 843.0101 • FAX (714) $43-9949
from Seller or Escrow Bolder that the Unit it ready for occupancy, or (111) the
fifth (5th) business day after Buyer receives loan approval from the Financing
Entitys provided, however. that If, 'through no fault of Buyer. Escrow does not
close on the Closing Date or any extenelon thereof mutually agreed to in urlting
by the Parties, Buyer shall be entitled to terminate this Agreement, cancel
Escrow and, subject to Paragraph 9(c) below, within fifteen (15) calendar days
after written notice of such termination and cancellation is delivered to Seller
and Escrow Holder. receive a refund of all amounts deposited into Escrow. Buyer
agreee to execute and deposit into Escrow all documents as required by the
Financing Entity, Escrow Bolder, and Seiler and to deposit Into Escrow the
balance of funds needed to close this Escrow (exclusive of any financing to be
obtained by Buyer) no later than two (2) business days prior to the Closing Date.
If as a result of a default hersunder by Buyer. Escrow is not in a position to
close on the Closing Date, Seller shall at its tole and exclusive option (without
any obligation) be entitled to (I) terminate this Agreement in accordance with
Paragraph 9 hereof, or (ii) extend the Closing Date to a date selected by Seller
In which case Buyer shall pay to Seller, in advance upon Seller agvesing to such-
extension, an amount (*Extension Payment•) equal to Seller's cost of carrying the
Property for the period of time commencing on the initial Closing Date and
expiring on the date to which Seller extends the Closing Date. Nothing set torch
herein shall be deemed or construed so as to obligate Seller to extend the
Closing Date. Any such Extension Payment made by Buyer shall not be applicable
to the Purchase Price and shall be consideration to Seller as and for Seller's
agreement to extend the Closing Date. Seller's sole remedy In the event of
Buyer's refusal or failure to pay such Extension Payment shell be termination of
this Agreement in accordance with paragraph 9 hereof. The date of recordation of
the deed to the Property shall be deemed to be the date of 'Close of Escrow% At
Close of Escrow, Seller @hall provide Buyer with either a CLTA standard coverage
or an ALTA with regional exceptions title Insurance policy insuring title vested-
in Buyer in the condition described in Paragraph 5 below with a liability equal
to the Purchase Price. If Seller it providing financing in connection with
Buyer's purchase of the Property, the CLTA policy shall be a joint protection
policy insuring the priority of Buyer's purchase money trust deed to Seller.
unless Seller requests Escrow 11older to obtain an ALTA Lender's policy.
5. Exceptions to Title. Title to the Property is to be conveyed to
Buyer by grant deed, subject to the followings
(a) Taxes. All totes and assessments constituting a lien not
then delinquent including. but not limited to. the lien of any supplemental taxes
levied after the Close of Escrow. Taxes on the Property shall be prorated
between Buyer and Seller based upon the most recently available tax bill. Buyer
acknowledges and agrees that until the Orange County Assessor &estates the
Property separately from all of the condominiums constructed in the Project, all
real property taxes on the Property shall be prorated through Escrow based upon
the most recently available unsegregated tax bill for t1ls Project and computed by
multiplying the unsegregated taxes on tile Project times a fraction, whose
numerator shall be one (1) and whose denominator shall be twenty-two (22). the
total number of condominiums in the Project (the result of such calculation
hereafter the *Unsegregated Unit Taxes'). Buyer expressly agrees that if the
unsegregated Project taxes have been prepaid by -Seller. then the pro rats share
of Unsegregated Unit Taxes attributable to the Property shall be prorated between
Buyer and Seller, and the amounts accruing after the Close of Escrow shall be
paid to Seller out of 'Buyer's closing coats. If unsegregated Project taxes have
not been prepaid by Seller then the Unsegregated Unit Taxes shall be prorated
between Buyer and Seller se of the Close of Escrow and the amount of such
Unsegregated Unit Taxes shall be paid to the Pacific Park Villas ('Assoclatien• t
as a part of the closing caste payable by Buyer and Seller. Buyer shall pay to
the Association, on demand, any difference between the estimated Uneegregated
Unit Taxes paid to the Association at the Close of Escrow and the actual amount
of such Unsegregated Unit Taxes paid by the Atsoeistion, as further provided In
the Declaration.
CERTIFIED TO BE A TRUE AND EXAC-,
.• Cop E ORIGINAL HEREOF.
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(b) Covenants. conditions, restrictions, reservations, easements,
and rights-of-way .of record. 1f any. affecting the use and occupancy of the
Property including, but not limited to, all of the terms and provisions set forth
In the Declaration and, if applicable. the Hotics.
(c) Encumbrancss. If any. evidencing financing to be secured by
Buyer. Escrow Polder is hereby authorized and instructed to follow the
directions of the Financing Entity in connection with the above financing and is
authorized to deliver a copy of this Agreement to the Lender. if any.
(d) Reservations of oil. gee and other mineral rights.
6. Closing Cosh snd trorstlons. Buyer shall pay all normal
purchaser's closing costs, including costs of credit reports. ALTA Lender's title
Insurance policy, tax service, all recording costa, loan fees, Impounds as may be
required by the Financing Entity. proration and advance payment of Annual
Assessments payable to the Association the capital contribution described in
Paragraph B(g) below, and a usual and customary Escrow fee. Seller shall pay
documentary transfer fees for recordation of the deed. Real property taxes.
assessments, interest on financing. and other prorstable caste shall be prorated
as of the Close of Escrow based upon a thirty (30) day month (for monthly
expenses) and three hundred sixty (360) day year (for yearly expenses), and using
the most recent available Information.
7. Blanket Insurance. Buyer acknowledges that there is a master fire
Insurance policy covering the Property. and that the premium on some is to be
Included In the monthly Installments of assessments paid by Buyer to the
Association. The master pollen does not Insure against loss or damage to Buyer's
personal property nor Buyer's personal liability for injuries sustained within
his Unit. Buyer and Seller acknowledge that Seller has prepaid the Initial
premium on such master policy. Buyer and Seller agree that the portion of such
premium allocated to the Property shall be prorated between Buyer and Seller as
of the Close of Escrow.
B. Conditions to Close of Escrow, Notwithstanding any provisions
contained herein to the contrary, Escrow shall not close, title to the Property
shall not be conveyed to Buyer, and, except for (I) an uncured default of Buyer.
or (ii) funds released to Seller in accordance with the provisions of Paragraph 2
hereof, funds shall not be released from Escrow until all of the following
conditions have been satisfied#
(a) Assessment Securitl. Seller has posted all necessary cash
deposits, surety bonds, letters of credit or other arrangements securing Seller's
share of the maintenance and operating expenses of the Project In a fora and
amount satisfactory to the California Department of Real Estate.
(b) Completion -of Im oveme te. Either (i) all improvements and
facilities on the Comnon Property (as deflned in the Declaration) have been
completed and a ltotice ,of Completion. as defined In Section 3093 of the
California Civil Code, has been recorded covering all of the foregoing
Improvements and facilities on the Common Property] and the statutory period for
filing mechanics' liens against the Property has expired or the Buyer has been
provided a policy of title Insurance with an endorsement insuring the Buyer
against unrecorded mechanics' liens (the cost of such endorsement to be paid by
Seller)# ar (11) Seller has posted a bond or other security in accordance with
Section 1�1016.5 of the California Business and Professions Code to assure
completion of all improvements and facilities on the Common Property.
(c) alanket Encumbrances. Any and all blanket encumbrances. me
defined in Section 11013 of the California Business and Professions Code,
encumbering the Property have been released or will be released through Escrow
prior to the conveyance of title to the Property to the Buyer.
CEPTIF'IEb TO BE A TRUE AND EXACT
COPY HHE ORIGINAL HEREOF.
TIE 0 E �f:UV., INC.
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(d) Subordination to Logo 1.1janaxement Document6. All mortgages
and deeds of trust encumbering the Property have been and will be subordinated to
the Declaration. This condition shall In no war be deemed to Include real
property taxes constituting a lien not yet delinquent.
(a) Statement as to Delinquent Aesesemenly. Escrow Holder has
received and delivered to Buyer a written statement from the Association as to
the amount of any delinquent assessments (and Information relating to penalties.
attorneys' fees, anti other charges thereon, as provided by the Declaration or the
Bylaws of the Association) on the Property as of the date that the 'etatement Is
signed.
(f} Capital ContrIbution. If the Property is located In Fhsse 1,
Selle shall have (i) dosited Into the Associstio 's account the sum of
b UVMVrz{-� ep (S a.i ), which Is equal to
two (2) months' Annual Assessment Installments to the Association for each unit
In Phase 1, and which payment shsll• not be deemed a prepayment of assessments -
but, rather, a contribution to the Initial working capital and reserves of the
Association, or (11) posted a cash deposit, surety bond, letter of credit or
other arrangement In a form and amount satisfactory to the California Department
of Real Estate securing Seller's obligation to make such payments.
(g) Reimburvement_of-CagitalContribution. If the Property Is
lot ed i Ph 1. Buyer shall have deposited Into Escrow thr sum of
L (S ZqO- ) , which Is
equal to two (2) months' Annusi Assessment Installments to the Association. and
which shall be paid through Escrow to Seller, if Seiler has previously advanced
such funds to the Association in accordance with Paragraph 8(f) above.
(h) jlseoclatlon Propert . The Association Property for the Phase
of Development (a* that term Is defined In the Declaration) has been conveyed to
the Association free of any monetary liens or encumbrances (other titan
nondelinquent real property taxes and assessments).
(i) City Approval. The Redevelopment Agency of this City of
Huntington Beach has approved Buyer as an eligible purchaser under that certain
Disposition and Development Agreement (•Development Agreement*) between Seller
and said Redevelopment Agency, executed on June S. 1993. if such approval Is
required under the Development Agreement.
BUYER EXPRESSLY ACKNOWLEDGES THAT BUYER'S OBLIGATION TO PURCHASE THE PROPERTY IS
NOT CONTINGENT UPON THE SALE OF BUYER'S CURRENT RESIDENCE.
9. Cancellation of Escrow. If this Agreement is terminated for any
reason whatsoever. (a) Escrow shall be deemed automatically cancelled and the
Parties shall execute any cancellation Instructions requested by Escrow holder.
(b) within ten (10) days of such termination Buyer shall deliver to Seller any
documents delivered by Seller to Buyer hereunder end (c) Buyer shall have no
further right. title or interest in and to the Property.
(a) B.ulef's RIRht _of _Cancellatioq. If. through no fault of
Buyer, this Escrow Is not closed on or before one (1) year from the date of the
opening of Escrow. Buyer shall have the option to terminate this Agreement.
cancel Escrow, and. within fifteen (15) calendar days after written notice of
such termination and cancellation Is received by Seller and Escrow Holder.
receive a full refund of all amounts deposited into Escrow. BUYER ACKNOWLEDGES
THAT. PRIOR TO 111E CLOSE Of ESCROW, SELLER HAY IW(E CERTAIN CHANGES III THE LEGAL
M11ACBMIT DOCUl1ENTS DESCRIBED BELOW AND CHANGES IN THE OVERALL DEVELOME11T OF
THE PROJECT. OR CHANGE THE HANNER OR CONTENT OF THE OFFERING OF RESIDENCES III THE
PROJECT. IF PRIOR TO THE CLOSE OF ESCROW ANY SUCH CHANCES OCCUR. SELLER HILL
PROVIDE BUYER WITH WRITTEN NOTICE OF SAME. AND BUYER AGREES THAT ITS SOLE R MEDY
AT THAT TIME WILL BE TO TERMINATE 711IS AGREEMENT, REQUEST CANCELLATIOR Of ESCROW.
AND RECEIVE A FULL REFUND OF ALL AMOUNTS DEPOSITED HEREUNDER.
. CEI?I -IEDTO BE A TRUE AND EXACT
COPY OFin' '
RICA AL HEREOF.
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(b) Seller's Right of Cancella&lo6. Notwithstanding anything
contained herein to the contrary, Including any general instructions hereto, if
after submitting all documentation required pursuant to Paragraph 3 hereof Buyer
does not secure the loan commitment and approvals described above and deposit
written verification of the commitment and approval into Escrow within the time
specified herein. Seller may, at its election. terminate this Agreement and,
subject to paragraph 9(c) below. all funds In Escrow shall be released to Buyerl
provided however that if Buyer does not obtain Loan Approval because of Buyer's
failure to sell Buyer's current residence such failure by Buyer shall be
considered a default hereunder and Seiler shalt be entitled to proceed in
accordance with Paragraph 11. Buyer and Seller agree to execute appropriate
mutual Instructions to Escrow Bolder In order to Implement the provisions of this
Paragraph 9.
(c) Third_Jarly Charges. If this Agreement is terminated or
Escrow cancelled for any reason other than pursuant to Paragraph 9(a) above or as
a result of Seller's default, then Third Party Charges Incurred pursuant to
Addendum 010 shall be paid from Buyer's funds. If this Agreement is terminated
or Escrow cancelled pursuant to Paragraph P(s) above or as a result of Seller's
default, then all Third Party Charges Incurred pursuant to Addendum 81' shall be
paid by Seller, and all of Buyer's funds, Including amounts advanced for Third
Party Charges, shall be refunded to Buyer.
10. a e,Atloclatlon. The Association has been established for the
purpose of preserving, operating. and sulntaining certain Common property (as
defined In the Declaration). Buyer hereby agrees to become a member of the
Association and accepts and shall abide by the terms and condition# of the
Declaration, the Articles of Incorporation, and the Bylaws of the Association,
and all agreements entered into by the Association. Buyer further acknowledgei
that the Property is subject to Annual Assessments parable to the Association at
the current monthly rate set forth in Addendum No. 810. From buyer'e funds
deposited into Escrow, Escrow Bolder is hereby instructed to pay to the
Association a proration of the Annual Assessment installments due for the month
In Which Escrow is closed, from the Close of Escrow to the first day of the
following month (if Annual Assessments have commenced prior to the Close of
Escrow) and the following month'@ Annual Asee@sment installment in advance.
*** 11. DA?IAGFS IF BUYER DEFAULTS. IF BUYER DEFAULTS UNDER ANY TERMS OR
PROVISIONS OF 7111S AGREEMENT, SELLER SHALL BE RELEASED FROM ITS 0 ATIOII TO
SELL THE PROPERTY TO BUYER, AND SELLER MAY PURSUE ANY REMEDY A Id OR Ill EQUITY
THAT IT HAY RAVE AGAINST BUYER ON ACCOUNT OF rS.l1,CH DEFAULT; PRO ED. VVEVER.
THAT BY PLACING THEIR INITIALS HERE. BUYER AND SELLER EE TIIATr
(a) IF THERE IS A DEFAULT OR BREACH OF THIS AGREEMENT BY BUYER,
SELLER WILL BE DAMAGED AND HILL BE ENTITLED TO C011PENSATION FOR THESE DAMAGES,
BUT SUCH DAMAGES WILL BE EXTREMELY DIFFICULT AND IMPRACTICAL TO ASCERTAIN FOR THE
FOLLOWIHC REASONSr (i) THE DAMAGES TO WIIICiI SELLER WILL BE ENTITLED IN A COURT
OF LAW WILL BE BASED ON THE DIFFERENCE BEIUEEN THE ACTUAL VALUE OF THE PROPERTY
AT THE TIME SET FOR THE CLOSE OF ESCROW AIID THE PURCHASE PRICE FOR THE PROPERTY
AS SET FORTH IN THIS AGREEMENT, WHICH DIFFERENCE MUST BE BASED ON OPIVIONS OF
VALUE OF THE PROPERTY WHICH CAN VARY IN SIGNIFICANT AMOUIITSI ARD (Ii) IT IS
IMPOSSIBLE TO PREDICT, AS OF THE DATE 011t-11ICH THIS AGREEMENT IS ENTERED INTO,
WIIETIIER THE VALUE OF THE PROPERTY WILL. INCREASE OR DECREASE AS OF THE DATE SET
FOR T11E CLOSE OF ESCROW, AND BUYER DESIRES TO LIMIT THE A?IOUNT OF DAMACES FOR
WHICH BUYER HIGHT BE LIABLE SHOULD BUYER BREACH THIS AGREEMENT. III ADDITION.
BOTH BUYER AND SELLER WISH TO AVOID THE COSTS AND LENGTHY DELAYS WHICH WOULD
RESULT IF THE SELLER FILED A LAWSUIT TO COLLECT ITS DAMAGES FOR BREACH OF THIS
AGREEMENT. THEREFORE IN THE EVENT OF A DEFAULT OR BREACH OF TI[IS 'AGRE:EIIEHT BY
BUYER. SELLER HAY INSTRUCT ESCROV HOLDER, AS HORS PARTICULARLY SET FORTH BELOW.
*** o er Paragraph 11 to be reproduced In ten point bold type or
contrasting red print of at least eight point I�01&BE R'TRUE AMID LXCI
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19093 Beach Boulevard • Huntington Beach, CA 92648 ® (714) 843-0101 ® FAX (714) 843-994E
TO RETAIN OUT OF BUYER'S DEPOSIT AN AMOUNT EQUAL TO THREE PERCENT (31) OF THE
TOTAL PURCHASE PRICE OF THE PROPERTY OR SUCH GREATER AMOUNT AS IS CONSISTENT WITH
SECTION 1675(d) OF THE CALIFORNIA CIVIL CODE (BUT IN NO EVENT SHALL THIS AMOUNT
EXCEED BUYER'S DEPOSITS HEREUNDER) WHICH AMOUNT SHALL BE DEEMED TO CONSTITUTE A
REASONABLE ESTIMATE OF SELLER'S DAMAGES UNDER THE PROVISIONS OF SECTION 1671 ET
SEQ.. OF THE CALIFORNIA CIVIL CODE, AND SHALL BE DEEMED LIQUIDATED DAMAGES
( -LIQUIDATED DAMAGES-) . THE LIQUIDATED DAMAGES SHALL CONSTITUTE SELLER'S SOLE
AND EXCLUSIVE REMEDY IN THE EVENT OF BUYER'S DEFAULT.
(b) LIQUIDATED DAMAGES SHALL BE REMITTED TO SELLER IN ACCORDANCE
WITH THE FOLLOWING PROCEDURESI
(i) SELLER SHALL GIVE WRITTEN NOTICE TO ESCROW
HOLDER AND TO BUYER, BY REGISTERED OR CERTIFIED MAIL, OF
SELLER'S DETERMINATION THAT BUYER IS IN DEFAULT HEREUNDER,
AND DEMANDING THAT ESCROW HOLDER REMIT THE LIQUIDATED DAMAGES
TO SELLER. UNLESS WITHIN TWENTY (20) DAYS AFTER BUYER
RECEIVES SUCH NOTICE OF SELLER'S DEMAND, BUYER INSTRUCTS
ESCROW HOLDER IN WRITING NOT TO REMIT SUCH FUNDS TO SELLER
('OBJECTION NOTICE' ) , ESCROW HOLDER SHALL RELEASE TO SELLER
SUCH LIQUIDATED DAMAGES, AND REMIT THE BALANCE OF THE FUNDS
IN ESCROW, IF ANY, TO BUYER.
(ii) UPON RECEIPT OF THE OBJECTION NOTICE, WHICH
MUST INCLUDE A RENUNCIATION OF ANY INTEREST IN ACQUIRING THE
PROPERTY AND A RELEASE OF SELLER FROM ANY OBLIGATION TO SELL
OR LEASE THE PROPERTY TO BUYER. ESCROW HOLDER SHALL
IMMEDIATELY NOTIFY SELLER AND THE CONTROVERSY REGARDING THE
DISPOSITION OF FUNDS DEPOSITED INTO ESCROW BY BUYER SHALL BE
SETTLED BY ANY COURT HAVING PROPER JURISDICTION.
SELLER AGREES TO INDEMNIFY AND HOLD ESCROW HOLDER HARMLESS FROM ANY
CLAIM BY BUYER ARISING OUT OF ANY DISTRIBUTION MADE BY ESCROW HOLDER IN
ACCORDANCE WITH THE PROVISIONS OF THIS PARAGRAPH, AND BUYER AND SELLER EACH AGREE
TO EXECUTE MUTUAL CANCELLATION INSTRUCTIONS TO IMPLEMENT THE PROVISIONS OF THIS
PARAGRAPH. '
The following paragraphs represent additional agreements between Buyer
and Seller only with which Escrow Holder shall have no liability, responsibility,
or duty except in the event of a mutual cancellation.
12. Receipt of Documents. Buyer's execution of this Agreement
constitutes his acknowledgment that he has received from Seller and read the
following:
(a) The Declaration referred to above (including the Articles of
Incorporation and Bylaws of the Association incorporated therein), and, if appli-
cable, the Notice;
(b) The budget or budget fact sheet for the Association; and
(c) A copy of the Final Subdivision Public Report from the State
of Ca ifornia, •Department of Real Estate, on the Property, issued
199 q DRE File No.
13. Construction. To the extent the Unit ties not already been
completed, Seller agrees to cause construction and completion of the Unit.
furnishing all labor and material therefor, substantially in conformance with
Seller's plane and specifications winch have been made available for inspection
by Buyer. Seller is not constructing the Unit specifically for the Buyer,, nor to
the precise specifications or design of any model (or appurtenances. if any)
OERTIFIE0 TO BE A TRUE AND EXACT
COPY OF THE ORIGINAL HEREO TIEMPO, S F,R�l3iT, IBC_
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---------- --------------- - ----- -------
19090 Beach Boulevard a Huntington Beach, CA 92648 + (714) B434101 a FAX (?1d)
displayed to or visited by Buyer, but Seller is constructing the Unit as part of
a residential condominium project. Any model appurtenances and furnishings shown
to Buyer are displayed only for illustration. The Unit will not be completed in
exact accordance with any such model. Hon@ of the appurtenances and furnishings
shown in any model are included in this Agreement, unless Seller agrees In
writing to deliver the same as part of the Purchase Price or a@ optional Items.
Seller reserves the right, at Seller's sole discretion, to substitute materials,
appliances. and related items of substantially equal utility and quality (s►eeting
the approval of Lender) in order to complete the Unit,
BY PLACING HIS INITIALS HERE c�. , BUYER IIEREBY ACKNOWLEDGES ACID
AGREES TRAT SELLER HAS MADE ABSOLUTELY NO REPRESENTATIONS OR PROHISES OF
HERCIIANTABILITY, PITFESS FOR A PARTICULAR PURPOSE. gUALITY OF CONSTRUCTION, OR
OTIIERUISE WITH RESPECT TO TILE SUBJECT PROPERTY.
li. possession, Buyer acknowledges and agrees that Seller has not
provided Buyer an exact date for occupancy of the Unit. Buyer acknowledges and •
agrees that Buyer is purchasing a completed Unit and that Seller is not acting as
a contractor for Buyer in the construction of the Unit. Buyer @hall acquire no
right. title. or interest In or to the Property, except the correlative right and
obligation to purchase the same in accordance with the term# hereof. buyer shall
not be entitled to possession of the Property nor entry thereon prior to the
Close of Escrow. Prior to the Close of Escrow, Buyer shall not enter Into any
contract or agreement for the sale or transfer of the Property or the assignment
of Buyer's interest in this Agreement. A violation of the foregoing shall
constitute both a material breach of this Agreement and the failure of a
condition precedent to Seller's further performance hereunder, entitling Seller.
at its option. to unilaterally cancel this Agreement and proceed in accordance
with Paragraph 11 hereof.
15. Notices. All notices pertaining to this Agreement shall be In
writing and 'shall be delivered personally, or shall be deemed delivered two (2)
• business days after they are mailed to the Parties at the addresses listed
herein. with postage prepaid. by registered or certified mail, return receipt
requested. '
16. Binding Effect. This Agreement constitute@ the sole contract
between the Parties regarding the purchase of the Property by Buyer. There are
no collateral understandings, representations, or agreements other than those
contained In this Agreement. Ito salesman. employee, agent of the Seller. or
Independent broker has any authority to modify the terms hereof or to make any
agreements, representations, or promises unless the same are contained herein or
added by written instrument duly executed by both Buyer and Seller. Buyer is
solely responsible for obtaining the financing necessary to purchase the
Property. and no guarantee has been given by Seller. its agents, or sales
representatives that Buyer will either qualify for or secure any loan or
financing. Buyer acknowledges that neither Seller nor any sales representative.
employee, or agent of Seller has made any promise. representation. or warranty
whatsoever, express oz; implied, not contained herein concerning the subject
matter of this Agreement, to Induce buyer to execute this Agreement. Buyer
acknowledges that Buyer has not executed this Agreement In reliance upon any
promise, representation, or warranty not contained herein.
17. Ksivers of Breech. The waiver by the Seller of a breach of any
provision of this Agreement shall not be deemed a continuing waiver or a waiver
of any subsequent breach. whether of the some or another provision of this
Agreement.
18. Inspection of Unit. Buyer shall be entitled to a valk-through
Inspection of the Unit. so long as Buyer requests such inspection In writing no
less than three (3) business days prior to the Closing Date. At such inspection.
Duper and Seller's salsa repressntatives shall prepare a written itemixed list to
be signed by Buyer and Seller's @ales representativ@s ntifying items or
CER"I'fFIED 0 BE A TRUE AND EXACT
COPY OF HE ORIGINAL HEREOF.
TIEMPO SCR01 . !NC.
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conditions which Buyer and Seller agree ere to be completed by Seller within a
reasonable period of timer provided that such items need not be completed prior
to the Close of Escrow, and the fact that such items have not been completed
prior to the Close of Escrow shall not entitle Buyer to extend or otherwise delay
the Close of Escrow. BUYER'S FAILURE TO REQUEST OR ATTEND A WALK-THROUGH
INSPECTION OF THE UNIT AS SET FORTH ABOVE SHALL BE DEEHED ACCEPTANCE OF THE
CONDITION OF THE UNIT BY BUYER.
14. ua i ca lon of_Buyer. Buyer represents that Buyer is of legal
age and is qualified to obtain the financing necessary to purchase the Property.
20. sulation. The Project has been insulated with the following
materials which, according to the insulation munufacturer, will yield the R-
Values indicated belowt
OCA 0 HYPE . . ENESSS. R-VALUE
Exterior Nall@ PA Tr
Party Walls
• $IYTT 5 if�%� �
r Ceilings
Roofs CQ[7L�t
Buyer acknowledges that the Unit is part of a group of buildings for
which compliance with energy conservation standards was made by averaging the
• performance of all buildings in the group. The performance of the building iq
which the Unit is located relative to the performance standard is available upon
request.
21. 02tional Selections. Buyer ogress to make any color and optional
Item selection# from the choices provided by Seller within five (S) calendar days
following receipt of written request for such selection from Seller. Buyer's
selections #hall be final. If Buyer fails to make such selections within the
specified time. Seller shall have the right to make the selections.
22. Time -le-of the Essence. Buyer acknowledge# that (i) time is of
the very essence in the performance of Buyer's obligations under this Agreement.
and (11) any delay In Buyer's performance under this Agreement will prejudice
Seller. Therefore, any failure by Buyer to perform within the specified period#
will constitute a breach of this Agreement. entitling Seller to terminate this
r Agreement and proceed in accordance with Paragraph 11 above. Unless otherwise
provided herein, all references to 'days' shall be references to consecutive
•calendar days.'
23. SeverabilitY. If any provision of this Agreement shall be
determined to be invalid. illegal, or unenforceable by a court of competent
Jurisdiction. the validity and enforceability of the other provisions of this
Agreement shall not be affected thereby.
24. Completion. With the exception of delays caused by circumstances
beyond the reasonable control of Seller, end to the extent the Unit has not
already been completed. Seller shall complete the construction of the Unit no
later then two (2) years after the date on which Seller accept# this Agreement.
25. addenda. All Addenda referred to herein are incorporated into
this Agreement by this reference.
26. otification o Defects. If Buyer becomes aware of any structural
or construction defect in the Property that Buyer feel@ may be the responsibility
of Seller. -Buyer shell immediately notify Seller thereof in wri��tgging and allow
Seller. in its sole discretion, to inspect the et
et 0 of rTingB- ARU the duE AGI ported
COPY OF E QRIGIMAL HEREOF
TIEMPO RM, IKCG
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19093 Beach Boulevard * Hunlin$ton Beach. G 92648* VM C143-0101 • FAX (714)y;.; -y -=
defect. Boller shall, in its sole and absolute discretion. be entitled to cure
any ouch purported defect, but shall not be obligated to do so. The duties of
buyer to notify Seller of any such purported defect and to allow Seiler to
Inspect the Property shall survive the Close of Escrow. Nothing set forth herein
shall obligate Seller to perform any Inspection or repair nor shall this
Paragraph be deemed to expand or otherwise increase Seller's legal obligations to
Buyer.
27. flouilnit Agreement. Buyer acknowledges that Buyer is required to
execute and record an instrument (which will run with the land and bind all
successor*-in-intereat or assignees), that will ensure that all subsequent buyers
and occupants of the Unit qualify as purchasere for moderate income housing.
Pursuant to the Development Agreement described In Paragraph $(i) of this
Agreement, prior to the conveyance of each of the •Affordable Units.' each
'Moderate Income household' purchaser of an Affordable Unit shall execute and
record in the official records of Orange County. California a Declaration of
Covenants. Condition& and Restrictions or elmllar agreement with the 'Agency•
(*Affordable CC&R*') with respect to such Affordable Unit. The Affordable CCLRs
may. at the option of the Agency, be in the form of the Affordable CCLRs attached
as Exhibit G to the Declaration or such other form provided by the Agency to
reflect the terms of its program of financial assistance. Buyer understands
that. if purchasing an Affordable Unit and required to record the Affordable
CCLRo. Buyer may only sell the Unit at an "Affordable Housing Cost' to a
'Moderate Income household.• that the maximum permitted sales price may be less
than the fair market value and that the Unit must be owner-occupied at all times
and cannot be rented or leased. In addition. Buyer agree* there shall be no
' discrimination against or segregation of, any persons, or group of persons on
account of sex, marital status. race, color, creed, religion, national origin. or
ancestry in the sale, lease. rental, sublease, transfer, use, occupancy, tenure
or enjoyment of the land, nor shall the buyer or any person claiming under or
through Buyer. establish or permit any such practice or practices of
discrimination or segregation with reference to the selection, location. number.
use or occupancy of tenants. lessees, subtenants, eublessees or vendees of the
Unit.
•
EXECUTION OF THIS ACR£EHENT BY BUYER AND SELLER'S SALES REPRESEIITATIVE
SHALL CONSTITUTE ONLY AN OFFER TO PURCHASE WHICH SHALL NOT BE BINDING UNLESS
SELLER DELIVERS TO BUYER A COPY OF THIS ACREEMENT EXECUTED BY THE SELLER WIT11IN
TEN (10) DAYS AFTER THE DATE THIS AGREEMENT IS EXECUTED BY BUYER. FAILURE OF
SELLER TO SO ACCEPT SHALL AUTOMATICALLY REVOKE THIS OFFER A11D ALL FUNDS DEPOSITED
BY BUYER WITH SELLER SHALL BE PROMPTLY REFUNDED TO BUYER. SELLER'S SALES
REPRESENTATIVES ARE NOT AUTHORIZED TO ACCEPT THIS OFFER. RECEIPT AND DEPOSIT OF
BUYER'S FUNDS SHALL NOT CONSTITUTE All ACCEPTANCE OF 7111S OFFER BY SELLER.
Executed by Buyer on this�� day of 19�{: .
Bbyer buyer
Address Address
City Yip Code City tip Code
Telephone Number Telephone Number- -
CERTMED:TO BE A.
RUZ Ana/ .• TIECOPY OF"HE-OrZlC1iYAL HER ..�
l ESCf101•f INC F,
By
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IDW3 Beach Boulevard •Huntington Beach, CA 92648 • (714)843•0101 • FAX (714) 043
Seller or Sales Representative must be notified of any change in address.
L- Utt22 U2 ?tZ71C _ VN111111[1WX) A.{hA,.
(Kanner in which title to vest]
Acknowledgment of receipt Seller agrees to sell the
of buyer's deposits property upon the
foregoing terms and
,� conditions.
bye Accepted on 1994
(Sales Representative)
bAc6 cl�) _ Sassounien Capital ventures, Inc.,
(Sales Office Phone) a Californi■ corporation
br;
Sohrab Sassounian
: Ites resider
by
v ir S&e 9,0 n
Itel Secretary
*Seller'
Addreest
16373 Dols& Chic& Street
Huntington beach, CA 92649
(MTTIFIED TO BE A TR
1' OF UE ANp ICI
f� OR,
HEREOF.
.. VCPnyy INC.
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19093 Beach Boulevard + Huntinglon Beach. Gl 92648 + (714) 843.0101 + FAX (714) 84-_._=_
ADDENDUM! elf
TO
AGREEMENT Of SALE. DEPOSIT RECEIPT
U 0 CRO ff$TRUCTIONS,_,y
A. SCHEDULED CL0SIN3 PAT»1 The 'Scheduled Closing Date'
per Paragraph 4(b) is _ ��('_���• !^.. ]9`Lk•
B. EASE PURCiIASE PRICE OF„PROPERTY, . r►-$
C. +ESTIMATED IMPOUNDS. COSTS, PREPAYABLES,
CAPITAL CONTRIBUTION AND ASS C 1�]l0N DUES
(ASSOCIATION DUES CURRENTLY $
PER HONTII] (-CLOSING COSTS-) .'T'$ ~/C'C L.*-
D. PURCHASE DEPOSIT . . . . 6 . . . . .r'► s
E. L11iANCING PROCEEDS
LOAN TO BE OB A7NED by BUYEa.
Approximate amount financed through loan or
loans to be obtained by Buyer from third parties � .
at Buyer's sole cost and expense. . . . . . . . . 0
BUYER ACKHOWLEDC ES THAT INTEREST RATES AND FEES ON _
LOANS TO FINANCE THE PURCHASE Or REAL PROPERTY � �S�C 0 l.' � r f(l)
FLUCTUATE, THAT THE INTEREST RATE FOR THE LOAN HAY
INCREASE OR DECREASE: PRIOR TO CLOSE OF ESCROW AND
THAT BUYER WILL BE REQUIRED TO PAY THE LENDER'S
PREVAILING I 11TEREST RATE. AND L0A1{ FEES AT TH8
CLOSE OF ESCROW.
P. THIRD PARTY CHARGESI
In accordance With Paragraph 9(c) of the Agreement.
Seiler may withhold from funds deposited into
Escrow by Buyer amounts payable to third parties
for credit reports, escrow services, preliminary
title reports, appraisals and loan processing
services totalling approximately . . . . . . . . . . . . . . . S
G. ADDITIONAL TERNS, IF AHY1
+ Buyer's Cloaing Costs include such !tams as the cost of credit reports
required by the Financing Entity, loon origination fees. title Policy
charges, tax service. Escrow fees. notary fees, recording costs, insurance
premiums, homeowner association fees, and espital contribution and such
other costs as are necessary to close this transaction. Impound& include
amounts which the Buyer agrees to deposit with the financing Entity to
insure payment of future real property taxes, insurance. and other charges.
QLERTIFIED TO BE A TRUE AND EXACT
XMY OF THE ORIGINAL HEREOF.
.. 7fEllFO E R �. INC.
-1- BY—
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19093 Beach Boulevard • Huntington Beach, CA 92648 • (714) 843-0101 • FAX (714)843-9949
Proratione include and •hall be made of current year's property taxes end
: Association assessments. if any, and interest on all loans to date of
transfer or loan funding. as 'applicable. The foregoing types of costs have
been estimated to the beat ability of the Seller as of the date of this
Agreement. Should the actual costs exceed the estimate, surer acknowledges
that it is Buyer's responsibility to par any ouch excess at Close of Fstroa
Dated.* L!• /G� 14r}C�• % - i , '
Datede , 19„�
'Buyer'
Accepted on 19`•
Bassounian Capital Ventures, Inc.,
a California corporation
Bye
Sohra e a
Its presiden
By:
' fa
Itee ;Secretary
'Seiler•
r
CIrK��' t TO 1~E A.T,�U� r..1:D�EXALZI
COPY(DF K OMCINAL HEREOF.
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ADDENDUH 029
SO
AGREEHENT OF SALE, DEPOSIT RECEIPT
D jo-IMISCROW INSTRUCTIONS
GENERAL C O S UC O S
5•
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ADD£NDUH 638
TO
AGREEHENT OF SALE, DEPOSIT RECEIPT
AND j1Q1HT_9S9ROW IHSTRUCIIONS
A, PURC1iASE EDUCE Qlp PROPEIITy r '
I. Saes Purchase Price . . . ,ems, r7'J live
2. Flooring Costal
{t) Carpet--
s
(iii)uood--
(iv) Resilient.-
s
(v) Other—
• i s
TOTAL FLOORING. . . . $
3. Other Optional Rama Coati
(i)
S
S
{11i)
S
(iv) r
S
{v) '
s
TOTAL OTHER OPTIONAL ITrmS . . . .. . §
4. Total purchase price (Suva of iteae (•m,
1, 2, and 3) . . . . , —4-
CERTI-I�'' « '1 A TPIJE AND EXACV
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3. +?rtiateted impound#, cost#, prepayablet,
capital contribution and Assoclati u$
(Association dues are currently
per anonth) ('Closing Costs•)• • • • • • • • • • • • • y �` l �••
6. Total purchase Price, plus Closing Coots r?
(Sum of Items ; and 3) • . • • S C C, r
B. CASij_fAYMENTS FRCH BUYER
. 7• Purchase deposit • • • • • • • • • • • • + • • • • • • •
0� r�
6. Downpayment and Closing Costs du•
before •Closing Date' •�� � •' • �.C�
9. Flooring deposit (receipt of which :
Is acknowledged) , '. . ' . .' . •
10. Balance of Flooring Costs (Item 2 lose Q
Item 9) due before 'Closing Hate' • $
11, Other Optional Items deposit (receipt
of-uhich Is acknowledged)
12. Balance of Other Optional Item Costs
(Item 3 last Item 11) due before
f.-
'Closing Date' • S
23. Total :ash payment due before 'Closing/' ,A •�
Date (su.•n of Items I through
C. FINANCING PROCEEDS
14. LOAN TO M-OBTAINED-By jyjES.
Amount financed through loan or loans to
be obtained by Buyer from third parties
at Buyer's sole cost and expense
(Item 6 less Items 13 and 15) �-S 7 f 'ri�•�
15. F11TANCING PROVIDED_BY-M t 11. I1<_ANY.
proceeds of purchase money financing to
be made available by Seller to be evidenced
by the Promissory Not* and Deed of Trust in
favor of Seller, in the forms attached to
Addendum '1' as Exhibits 'A' and 'B.'
respectively. (Financing provided by Seller
is contingent on approval of buyer's credit in E 7 Lr-
accordance with Paragraph 3 of the Agreement. ) ...r$ -, r ='`'�••
+ Buyer's Closing Costs include such Items as the cost of credit reports
required by the Financing Entity. loan origination feet, title policy
charges. tax service, Escrow fees, notary feel, recording costs. insurance
premiums, homeowner association feet and capital contribution, and such
other costs as are necessary to close this transaction. Impounds Include
amounts which tits Buyer agrees to deposit with the Financing Entity to
ensure payment of future real property taxes. Insurance, and other charges.
Proration* include and shall be made of current Year's property taxes and
homeowners Association assessments, If any. and interest an all loans to
7a Eir A 7RVE M0 FXAC I
�y�y� aMMNAL HEREOF.
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*D93 Beach Boulevard • Huntington Beach, fA 92648 • (714) 843-0101 • FAX '?'-`)
date of transfer or loan funding; as applicable, The foregoing types of
coats have been estimated to the best ability of the Seller as of the date
of this Agreement. Should the actual costs exceed the estimates Buyer
' acknowledges that it is Buyer's responsibility to pay any such excess at
Close of Escrow.
Datede
Datedo 19
"Buyers
i
' Accepted on , 19,�
• Sassounisn'Capital•Ventures, Inc. , '
a California corporation
byt
IBohrib a
L
Its resident
Its i, Secretary -
' .,Seller*
' F7PO'
D t M 1.A TRUE MtD�..1
F H ORt�-ULH�pF,
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ADDITIONAL ESCROW INSTRUCTIONS AND CONDITIONS
1. You are Instructed to deposit all funds received by you with any state or national bank,stale or federal savings bank,or stale or federal savings and loan association.
In a trust acYaunl In the name of escrow holder,without any 11abitity for payment Of InleresL The funds may be withdrawn by you and disbursed according to the Instructions
of the partied.Al deposits made by personal check,cashler's check,certified check or deposit other than cash or wire transfer are subjed to clearance and payment by
financial Insrtutlon on which drawn.All disbursements are to be made by chock of escrow holder from the trust account.Neither you nor any of your employees will Identity
any payee or guarantee signatures of any person or entily at any financial Institution.Funds deposited Into escrow In Vw form of a check,draft,or similar instrument will
be kenlified as collected funds when the escrow holder's financial Institution confirms that the funds are available for disbursement.
2. Your duty to act as*screw holder does not commence and escrow shall not be deeried opened until mutual escrow Instructions signed by all parties are received
by you.Until mutually executed escrow Instructions are received,either party may unilaterally revoke these Instructions by written request dellv*red to you.
3. All prose ions and adjustments are lobe made oft the basis of a thirty(SO)day month unless otherwise Instructed In writing by all parties.For proration purposes,the
Buyer wig be ve ownership of the real property which to the subject of this escrow for the emirs day,regardless of the hour of recording.The"close of escrow"with reference
to proration,adjustments and an purposes In this escrow shall be the day the Instrurrterds of conveyance are recorded or filed with the country recorder.
A. Any tunes disbursed during or on the Nose of escrow will be Issued jointly to the parties designated as payees unless you are Instructed otherwise In writing by all
deskInaled Fayees.The funds representing loan and/or sale proceeds will be disbursed jo'nlly to all persons who wars the record owners of the feat property which is the
subfsct of tha escrow.Alt disbursements of funds anctlor delivery of other documents or Instruments concerning this escrow will be matted to the entitled parties by regular
ferslrtess mail,postage prepaid,at their r*specllve addresses shown on file.However.at your discretion,you may send funds and/or other Instruments or documents by
Wiled or registered mail,federal express,messenger or facsimile machine.In which case the party for whom the delivery was made agrees to pay the costs.The provisions
of this paregfapit Include,but are not Ilmlled to,requests for demand statements,requests for beneficiary statements,requests for homeowners'association statements
or any other requests as you may deem necessary kr the timely closing of this escrow.You are to Instruct fits county recorder to mall recorded documents to tie entlf.ed
parties at Ihsk respective addresses.You are to Instruct the title company to mall the tt'e poficy(s)to the Lender(s)or Buyers)as appropriate.
5. As soon as Is practical after receipt of these mutually executed escrow Instructions,you we to open an order with the Otte company and request a preliminary title
repert or commitment concerning the subject property.
S. In additi m to other costs and charges set forth In escrow instructions,Seger agrees to pay on demand,whether or not Oils escrow Noses,aft expenses and charges
incurred.by trou on Seller's behalf,Including,but not,limited to,charges lor preliminary Otte reports,title eommltments,poncles of title inurence,beneficiary statements.
berwficlary demands.offset statements,documentary transfer lax stamps,preparation of,notarizing and recording of documents necessary In Seller's behalf,one-half(112)
of sub-escrow lee.Seller's escrow tee and other cons as charged.In addition to the other costs and charges set forth in These escrow Instructions,Buyer agrees to pay
on eamand,whether or not Ibis escrow closes,all expenses and charges incur►ed by you on Buyer's behalf,Including,but not limited to,recording tees,preparation of.
notarizing and tecording trust doed(s)and other documents on Buyer's behalf,new loan charges,exist"ban assumption transfer fees,one-half(112)of sub-*scrow lees,
Lender's policy of title Insurance,lire Insurance premiums,Buyer's*scrow fee and other costa as charged.
7. NOTWITHSTANDING ANY PROVISIONS TO THS CONTRARY CONTAINED IN THESE ESCROW INSTRUCTIONS OR SUPPLEMENTS On AMENDMENTS.ESCROW
HOLDER SPALL NOT BE RESPONSIBLE FOR THE SUFFICIENCY,VALIDITY OR CORRECTNESS OF ANY SIGNATURE OF ANY PRINCIPAL TO THIS ESCROW OR
ANY THiRD PARTY i0 THIS ESCROW,NOR FOR THE SUFFICIENCY OR C onnECTNE SS AS TO FORM,MANNER OF EXECUTION OR VALIDITY OF ANY DOCUMENTS
DEPOSITED iN THIS ESCROW.NOR AS TO THE IDENTITY.AUTHORITY,OR RIGHT OF ANY PERSONS EXECUTING THE SAME,EITHER AS TO DOCUMENTS OF
RECORD Ott THOSE HANDLED IN THIS ESCROW SHOULD THE PARTIES DESIRE THAT YOU VERIFY THE SIGNATURES ON INSTRUCTIONS RECEIVED BY YOU.
7111-PARTypES)WITHOUT FURTHER INSTRUCTIONS AUTHORIZE THE PAYMENT OF AN ESCROW FEE COMPUTED AT TWO TIMES YOUR REGULAR ESCROW
FEE AND Y+ILL DELIVER SEPAnATE WRITTEN ESCROW INSTRUCTIONS SPECIFICALLY INSTRUCTING YOU TO DO SO.
B. You shr.1 not be responsible for the lollowing,,(1)the eutllclency or correctness as to form,manner of execution or validity of any documents deposited In this escrow;
(2)the Identity,authority,or right of any person executing the same,either as to documerts o1 record or those handled In this escrow;or(3)the failure of any party to comply
with any of the provisions of any agreement,contract or other Instrument filed or deposited In this escrow or referred to In these escrow Instrucilons.Your duties shag be
imbed to thn safekeeping of money and documents received by you as escrow holder and for the disposition In compliance with the written instruction owopt*d by you
In this escrow.You shall not be required to take any action regarding the collection,maturity,of apparent outlaw of any obligations deposited with you Woos otherwise
Instructed ki wrlting-
9. Where the assignment of any Insurance policy Isom Senor to Buyer Is contented.Seger guarantees to you any insurance policy handed you In this escrow Is a policy
in lexce,thin policy has not been hypothecated and that all necessary premiums have been paid.You are authorized to execute on behalf of the parties ssslgnments of
Interest In a-y Insurance policy(other than title Insurance policies)caned for In this*screw,you are authorized to transmit for assignment any Insurance policy to One insurance
agent mque sting that the insurer consent to such assignment,to request that a lose payee Clause or such other endorsements as may be required be Issued and to forward
such policy to the Lenders)and entitled party(ies).You shaft not be responsible for verilttng the acceptance of the request for assignment and policy of Insurance by the
Insurance company.The parties mutually agree that you will make no attempt to verity the receipt of the request for assignment by the Issuing insurance company.M
penes are Pieced on notice that If the Insurance company should fall to receive the assignment.Me issuing company may deny coverage lot any lose suffered by Buyer.
IT IS THE OBLIGATION OF THE INSURED OR THE INSURED'S REPRESENTATIVE 10 VERIFY THE ISSUING COMPANY'S ACCEPTANCE OF THE ASSIGNMENT
OF THE POLICY.
10. You a o not lobe hold responsible In anyway whatsoever for any personal property lax which may be assessed against any former or present owner of the subject
property de icribed In these escrow Instructions,mtX)w the corporation or kense tax of any corporation as a former or present owner.
it. If it Is necessary,proper or convenient for the consummation of this escrow,you pro authorized to depositor have deposited funds or documents,or both.handed
ym under rinse escrow Insttuctions with any duly authorized sub-escrow agent.Including,bul not limited to,any bank,poet company,Otte Insurance company,title company.
savings arm'loan association,or licensed escrow scent.Subject to your order at or betote close of escrow In connection with closing this escrow.Any such deposit shag
be deemed a deposit under the meaning of these escrow instructions.
12. The phrtles to this escrow have satisfied themselves outside of escrow that the haisacilon covered by this escrow Is not In violation of the Sutldivislon Map Actor
any law eefiulaling land division,zoning ordinances or building restriction which may ailed the tend or Improvements that are the subject of this escrow.You,as escrow
holier,are relieved of all responsibl'ity aced liability in connection with such lawn,ordinances,restrictions or regutatlons and are nol to be concerned with any of thek*nforeemenls.
13- 11 any'otm of Purchase Agreement or smandrrent or supplement(collectively"Purchase Agrsamsnt")Is deposited In this escrow,it Is understood that such document
shall be eihrclive only as between the parties signing the Purchase Agreement.You,as escrow holder,are not to be concerned with the terms of any Purchase Agreement
or%J are relieved of all responsibility and lability for the enforcement of Its terms.Your only duty Is to comply with the lnstnxiions set north In lie escrow Instructions.You
are not responsible for Interpr*ling or acting on any provision of any Purchase Agreement on which these escrow Inalruciions may be based and you shall not rely on arty
knowledge or understanding you may have of any such Purchase Agreement In asciWAfning or performing your duties as escrow holder. In connection with any ban
1ra�sactlon,you see suthorlzed to detiv*r a copy of any Purchase Agreement,supphmesl or amendment and a copy of an escrow Instructions.supplements or amendments
to the Lender.
14 You a•e not to be concerned with the giving of any disclosures sequired by federal or state law,Including,but not limped to,Real Estate Settlement Procedures Act,
Regulallon Z—Trulh•In-Lending,condition of the subject property or other warnings,or any other warranties,expressed or knplled.
15 You*hall not be responsible and you are released from and shall have no labli ty,obligation or responsibility with respect to withholding of hinds under 11445 of
the internal Revenu*Code of 1954.as amended,commonly known as the Foreign Investment In Real Property Tax Act("FiRPTA'J or the California FIRPTA under 418".
of seq.of 11%California Revenue 3 Taxation Code("CAL-FIRPTA").Advice about FiRPTA or CAL•FIRPTA its requirements,a determination whether the Seger/transferor
Is a foreign person,as defined,or obtaining a nonforeign affidavit or exemption from w`thheold'•ng or other Information concerning compliance or nort-comptiance wil not
be given is the parties by the escrow holder.The parties are advised to seek Independent legal.financial and tax counsel from their respective legal,financial and lax advisors.
16. You are authorized to deliver copies of all escrow Instructions,supplements and amendments,estimated and final dosing statements,preliminary Otte reports,and
notices of cancellation.It any,to the real estate broker(s),real estate sales agent(s).Lender(*).Lender's sgent(s)and/or attorneys(s)for the parties,upon the parties'otal
or written request.You$hall not Ihcur any labllily to the parties lot delivery of the copies.
17. You shall make no physical Inspection of the real property or personal property described In any Instrument depoahe0 In or which Is She suboo of this escrow.You
have mad?no representations or warranties concerning any such real property or personal property and ate not to be Concerned with nor Debts for the condition of feat
pr7p*rty of personal property.
le. They artle9 suthorizad the recordallon of any Instrument delivered through this escrow N mceasary or proper few the Issuance of the required policy of title In@utonce
or lot the cnosing of this escrow.Funds,instructions or Instruments rse*hnd in No ease*may be delivered to,or deposited with arty Ode Insurance company or this company
to comply with the terms and conditions of INs*mow.
0. You are authorized to deduct from Seller's net p►oc*eds or Buyer's not procosds any amount which either Boller or Buyer may owe you In any other metier or
lrnnsactioi.You are authorized to charge and the parties agree to pay additional*slow lees for extraordinary services riot within the range of customary escrow processing.
InNudtng,but nol limited to,the verification of sltnatorles to escrow Instructions.
20. You are to use your usual document forms cr the usual forms of any Otte Insurance company or title company and In our Instructions Insert dates and terms on the
Instruments fi Incomplete when executed.
21. It the date by which Buyers or Seller's performances are due shalt be other them your regular business day,such performances shalt be due on your next succeeding
business day.
21. You shall conduct no pen or 1110 searc opal property regarding the sets or �,q�sp p� is escrow.Should the party(Ies)desire
It at you c•xnduci a lien or tale search of rsofhel car sty,the party�(les)rgeque i ��tAMI 4ill+Hr �}(t�er,1 tw ltt*n escrow Instructions to you slung
vwlih an agfeemerd to pay your addict at/ crow tee. CpF*1 OF T IGAN r
23. You shag not be responsible In y4ay whets r nw are you to be cone%ffI#dL ilh�rq r in any ban or encumbrance,whether new or of record,
which mr-y seta*during the praxes n of this es:r
24. The perilea ogre*to deliver to.Instruments.escrow InvkL t;tiotes and fund
req 10 s a this oscrow In accordance with its terms.
I Vt.
21& you are instructed to provided title to the subject real property in the condition Identified in the escrow Instructions by the parties.You are not responsible for the
contents or a-curacy of any beneficiary demands andkw beneficiary statements delivered lo you by the existing Ilenholders.you are not required to submit any such beneficiary
settement entlll r beneficlary demand to the parties for Approval before the dose of escrow unless expressly instructed to do so In writing.Should the parly(les)desire to
prei-epprove any such beneficiary statement andbr berefciary demand.the party(les)requesting the same shall dellwr separeN and specific wdnen escrow instructions to you.
2% You ate not b be responsible in any way whatscever nor to be concerned with the terms of any new loan or the Content of any loan documents obtained by any party
In ccnnWicitt with this escrow except to order such kan documents Into the escrow flle,transmit pal loan documents to Buyer for execution and transmit the exacutad ban
documents 6)Lender.The ponies understand and agree that you are not Involved nor concerned with the approval utdlbr processing of any loan or the contents end effect
of ban documents prepared by a Lander.
27. The patrles agree to complete and deliver to ycu a Statetnent of Information as required by the title Insurance company or title company.
26. The pao'les expressly Indemnity and hold you harmless against third-porly claims for any We.costs or expenses where you hove acted In good lsith•with reasonable
care sold prudence end/tor In compliance with these escrow Insttuctlons.
29. The pa-ties agree that you have the responsibll4les clan escrow holder only and tPe'o are no other legal relationships selabnahed In the terms and conditions of the
escr,3w(nstnicllons.in connection with this escrow.(1)you shall have no duty or responslbliy of notifying any cal the parties to this escrow of any sale,resale,ban,exchange
or other tranrradlon Involving any of the subject real property or personal property.(2)you then have no responsibility or duty to disclose any benefit.Including.but not
Ilmitid to fi-ancial gain, realized by any person, firm or corporation Involving any of the subject real property or personal property; and (3)you shell have no
responsibility or duty to disclose any profit realized tyi any person,firm or corporation Including,but not limited to,any real estate broker;real estate sales agent sndlbr a
party to any other escrow.In connection therewith.although such other transaction may be handled by you in this escrow or In another escrow transaction.It however.you
are Instructed In willing by any party.Lender or other entitled person to disclose any sale,resale,ban,exchange or other transaction Involving any of the subject real property
or pirsionat rroperty or any profit realized by any person,firm or corporation No any parry to this escrow,you shell do so without Incurring any liability to arty party.You then
not be liable for any of your acts or omission done In good faith nor for any claims.deme•rds.Issas or damages made or suffered by arty parry to this escrow,excepting
such as ma-r arise through w be caused by your willful neglect or gross miscorndur,Y.
3R Your escrow holder agency she"terminate six(6)months following the date last set for dose of escrow and shall be subject to earlier termination by receipt by you
of mulustly executed cancellation Instructions.It this escrow was not closed or Cancelled within the described six(6)month period•you shall have no further obligatlons
as escrow holder except to dlsburoe funds and documents pursuant to written ovenyx Instructions and to Irnerplead or otherwise dispose of funds and documents in
accordance with a vatldty issued and valldly served order from a court of competent jurlsdJctlon.If the cordrtions of this escrow have not been a mp"ed with at It*expiration
dale In these escrow Instructions,you are Instructed to complete the conditions at the esilleat possible date,unless Buyer or Seiler haw made written demand upon you
for the return or the funds andbr Instruments deposited by Buyer or Seiler andbr kw cancellation of this secrorr.Should demands be made upon you,you may withhold
end slop s3 further proceedings In this"crow without liability for Interest on funds hold or for damages until mutual cancellation Instructions signed by a"parties shall have
bee s depoa''.ed with you.The pnrtles,Jointly and severally,agree that If this escrow cancels or Is otherwise terminated and not closed,ftro partles shall pay for any costs
and expenses which you have incurred or have become obligated for under these escrow Instructions,including,but mot limited k%attorneys'lees and reasonable escrow
lees Ion the services rendered by you,the parties agree that such costs and expenses shall be paid and deposited In escrow before any cancellation or other termination
of oils asercw Is effective.The parties agree that said charges low expenses,costs and We may be apportloned between Buyer and Senor In a manner which.In your sole
discretion,you consider equitable.and that your decision will be binding and conclusive upon the parties.Upon receipt of mutual cancefietion Instructions or a final order
or juxigment of a court of competere Jurisdiction with accompanying writs of execution,levlee or Qemishmenis.you are Instructed to dlsburse the escrow funds and Instruments
in sixordarwe with such cantefiatian Instructions.orde r of judgment and accompanyIN wilt a nd Ihla escrow shall,wlthoul Whet mock:,be considered terminated end cancelled.
31. The pUlles Shan Cooperate with you In carrying out the escrow instructions they deposll with you and completing this escrow.The parties shall deposit Into escrow,
upon reque-d.arty additional funds,instruments,documents,Instructions,authorizations,or other Name that are reasonably necessary to arable you to comply with dome-49
made on ycu by third parties,to secure policies of T tie Insurance,or b otherwise carry*A The forms of their Irufructlons and close this escrow,If conflicting demands or
notices are made or served upon you or any controversy arises between the parties or with arty third person arising out of or relating to this escrow,you shall haw the absolute
righl to withhold and stop all further proceedings its,and In performance of,this escrow until you receive written notification satisfactory to you of the settlement of the
controversy by written agreement of the parties,or ty the final order or judgment of a Cecil of competent jurisdiction.AM of the parties to this escrow,jointly and severally,
promise to pay promptly on demand,as well as to Indemnity you and to hold you harmless from and against all administrative gvvernmemat Inwstlgslion,audit and legal
lsey 11Igatia0 and interpleader costs,damages,judSlemente,attorneys'lees,expenses,ototigations and fiabilities of every kind(collectively"costs']which in good faith you
Mori Incur c-f suffer In connection with or arising out of this escrow•whether said Costs arlse during the performance of or subsequent to this escrow.directly or Indirectly,
and whether at trial or on appeal.You are given a film upon an the rights,titles and hleuesls Of the ponies and an escrow papers and other property end monies deposited
Inlc this"craw to"ad your rights and to Indemnity and reimburse you.It the parties do lid pay any less,costs of expenses due you under the escrow Instructions or
• do lid pay lot costs and attorneys'lees Incurred in any Ntlgation or Irnferpleadei;on demand.they each ogres to pay a masanoble Jles for any anorney services which may
be required to collect such fees a expenses,whether attorneys'fees are incurred before trial,at trial,or on appeal.
32. ALL NMICES,DEMANDS AND tNSTRUCTIONS MUST BE IN WnITING.No nol'ce,demand,instruction,amendment,supplement or modification of these escrow
ins ructions than be of any affect in this escrow until delivered In writing to you and muterl/executed by all parties.AS SET FORTH ABOVE.YOU HAVE NO DUTY TO AND
SHALL NOr VEnlFY THE SIGNATURES OF ANY RUMES On NON-PARTIES UNLESS FURTHER WRITTEN ESCROW INSTRUCTIONS TO DO SO ARE RECEIVED AND
THE ADDITIONAL ESWOW FEES ARE DEPOSITED.Any purported oral instruction,amendment,supplement.modifkedw.notice of demand deposited with you by the
psi Iles or oIher of them than be Ineffective and hwaild.You are to be concerned only with the directives expressly set forth In the escrow Instructions,supplements and
amendments theret(X end are not to be Concerned with nor liable for hems designated es"memorsndum Items"In the escrow instructions.
3:1 These escrow instructions may be executed In counterparts,each of which shall be deemed an anginal regardless of The dole of Its executions and delivery.An such
counterpars together shall Constitute the same document.
34. It any check submitted to you Is dishonored upon presenimOnt for payment,you are sthorized to nobly all parties to the within escrow,their respactrw red estate
brcitorts)s•sd reap"tale agent(s)and any other person or entity you deem In your sole discretion necessary fo notify.
35. You a•e authorized to accept oral Instructions from the parties'reel estate broker($),real estate agent(s).Lenders)or Lender's agent(s)concerning the preparation of
escrow Ins ructions,amendments or supptement ,However,you are not to act upon arty►Instruction to delivered until you he"received the same In wfhksg signed by on
pailes to INS @$crow.
38 In these escrow Instructions,wherever the Context so requires,the masculine gender Includes the feminine andtor neuter and the singular number Includes the plural.
37. The pnnles acknowledge and understand that you,as escrow holder.are not othorized to practice the low nor do you give financiai advice.The panics are advised
to seek let A and financial counsel and advice concerning the effect of these escrow Instnrctions.The parties acknowledge that no representations are mods by you about
the legal stifiiclsncy,legal consequences,financla'. effects or tax consequences of the within escrow transaction.
39 'tbu ate othorized to destroy or otherwise dispose of"and an documents,papers.escrow Inarnttrlorm Correspondence and records or other material constituting
or pertainlrg to this escrow aI any time after five(5)years frmh the dale of:(1)pal close of escrow;(2)the date of cancellation;or(3)the dale of the lost activity without
1a5ltlfy anC without further notice to the parties
39 The Forties signatures on stnilAscror fruit ins and k+struments pertaining to ins within escrow Indicales their uncondillonal acceptance and approval of same and
you are or titled to refy on arty ,oscutlo/r►.
tfH+r,jointly and save .ack sot reCelpl d a complete Dopy of the within escrow Instructions and by Our signatures set lrttr o below,acknowladQs that we hove read
and understand a ogre iha as air entirety.
SELLERS. CHIP M-INJPM# INC. BUYERS:
BV! pMli rfD G.'
TM
o eF
rNF A�N U�A��
NOTE
Loan Number 24150995
July 22 , 1e 96 SANTA ANA CA
Icityl Istatel
7871 HAPPY DRIVE #201, HUNTINGTON BEACH, CA 92648
[Property Add,eal
1. BORROWER'S PROMISE TO PAY
In return for a loan that I have received, I promise to pay U.S. $ 131, 000 .00 (this amount is called
0.principar), plus interest. to the order of the Lender. The Lender is
MISSION HILLS MORTGAGE CORPORATION, A CALIFORNIA CORPORATION
I understand that the Lender may transfer this Note. The Lender or anyone who takes this Note by transfer and
wLa is entitled to receive payments under this Note is called the *Note Ilolder*.
2. INTEREST
Interest will be charged on unpaid principal until the full amount of principal has been paid. I will pay interest at
a yearly rate of 8 .000 %. The interest rate required by this Section 2 is the rate I will pay both before and
after any defrtilt described in Section 6(D) of this Note.
3. PAYMENTS
(A) Time and Place of Payments
I will pay principal and interest by making payments every month.
1 will make my monthly payments on the ISt day of each month beginning on September 1,
1996 . I will make these payments every month until I have paid all of the principal and interest and any other charges
described below that I may owe under this Note. My monthly payments will be applied to interest before principal. If, on
AUGUST 1, 2026 , I still owe amounts under this Note, I will pay those
amounts in full on that date,which is called the *maturity date*.
1 will make my monthly payments nt P.O. BOX 1961
SANTA ANA, CALIFORNIA 92701 or at a different place if required by the Note Holder.
(B) Amount of Monthly PaynienLs
My monthly payment will be in the amount of U.S. S 961 .24
4. BORROWER'S RIGHT TO PREPAY
I have the right to make payments of principal at any time before they are due. A payment of principal only is
known as a "prepayment'. When 1 make a prepayment, [will tell the Note Holder in writing I am doing so.
I may make it full prepayment or partial prepayments without paying any prepayment charge. The Note [folder
tibia use all of my prepayments to reduce the amount of principal that I owe under this Note. If I make a partial
prepayment, there will be no cliang.es in the due date or in the amount of my monthly payment unless the Note [folder
agrees in writing to those changes.
s. LOAN CHARGES
If a law, which applies to this loan and which sets m.lxitttunt loan charges, is finally interpreted so that the
interest or other loan charges collected or to be collected in connection with this loan exceed the permitted limits, then:
(1) any such loan charge shall be reduced by the amount necessary to reduce the charge to the permitted limit; and (ii)
aay sums already collected from me which exceeded permitted limits will be refunded to me. The Note Holder may
choose to make this refund by reducing the principal I owe under this Note or by making a direct payment to me. If a
refund reduces principal, the reduction will be treated as a partial prepayment.
6. BORROWER'S FAILURE TO PAY AS REQUIRED
(A) Late Charges for Overdue Payments
If the Note ]folder has rot received the full amount or any monthly payment by the end of 15 calendar
days after the date it is due, I will pay a late charge to the Note Holder. The amount of the charge will be 5 .0005E of
my overdue payment of principal and interest. I will pay this late charge.promptly but only once on each late payment.
(B) Default
If I do not pay the full amount of each monthly payment on the date it is due, I will be in default.
(C) Notice of Default
If I am in default,-the Note Ilolder may send me a written notice telling the that if I do not pay the overdue
amount by a certain date, the Note Holder may require me to pay immediately the full amount of principal which has not
been paid and all the interest that I owe on that amount. That date must be at least 30 days after the date on which the
notice is delivered or mailed to me.
(D) No Walver By Note Holder
Even If, at a time when I ant In default, the Note Holder floes not regttire tale to pity Immediately In fit]] as
described above, the Note Holder will stilt have the right to do an If I nm [it default at a litter time.
(E) Payment of Note !!older s Costs and Expenm i
If the Note Holder has required me to pay immediately in full as described above, the Note Holder will have
the right to be paid back by me for all of its costs and expenses in enforcing this Note to the extent not prohibited by
applicable law.Those expenses include, for example, reasonable attorneys fees.
MULTISTATE FIXED RATE NOTE-single Family-FNIMM[L11IC UNIFORM INSTRUMENT Form 320012/83
Taswm Form 16-16(8812)
---- --- --- ---- M-vaunt VA rt,orn
` 7. GIVING OF NOTICES
Unless applicable law requires a different method, any notice that must be given to me under this Note will be
given by delivering it or by maiing it by first class mail to me at the Property Address above or at a different address if I
give the Note Holder a notice of my different address.
Any notice that must be given to the Note Holder under this Note will be given by mailing it by first class mail to
the Note Holder at the address stated in Section 3(A)above or a different address If I am given a notice of that different
address.
8. OBLIGATIONS OF PERSONS UNDER TII1S NOTE
If more than one person signs this Note, each person is fully and personally obligated to keep all of the promises
made in this Note, including the promise to pay the full amount owed. Any person who is a guarantor, surety or endorser
of this Note is also obligated to do these things. Any person who takes over these obligations,including the obligations of a
guarantor, surety or endorser cf this Note, is also obligated to keep all of the promises made in this Note. The Note
Holder may enforce its rights under this Note against each person individually or against all of us together. This means
that any one of us may be required to pay all of the amounts owed under this Note.
9. WAIVERS
I and any other person who has obligations under this Note waive the rights of presentment and notice of
dishonor. 'Presentment' means the right to require the Note Holder to demand payment of amounts due. 'Notice of
dishonor' means the right to require the Note Holder to give notice to other persons that amounts due have not been
paid.
10. UNIFORM SECURED NOTE
This Note is a uniform instrument with limited variatioxs in some jurisdictions. In addition to the protections given
to the Note Holder under this Note, a Mortgage, Deed of Trust or Security Deed (the 'Security Instrument'), dated the
same date as this Note, protects the Note Holder from possible losses which might result if I do not keep the promises
which I make in this Note. That Security Instrument describes how and under what conditions I may be required to snake
Immediate payment in full of all amounts I owe under this Note.Some of those conditions are described as follows:
Transfer of the Property or a Beneficial Interest In Borrower. If all or any part of the Property or
any interest in it is sold or transferred (or if a beneficial interest in Borrower is sold or transferred and
Borrower is not a natural person) without Lender's prior written consent. Lender may, at its option,
require immediate payment in full of all sums secured by this Security Instrument. However, this option
shall not be exercised by Lender if exercise is prohibited by federal law as of the date of this Security`
Instrument.
If Lender exercises this option, Lender shall give Borrower notice of acceleration. The notice shall
provide a period of not less than 30 days from the date the notice is delivered or mailed within which
Borrower must pay all sums secured by this Security Instrument. If Borrower fails to pay these sums prior
to the expiration of this period, Lender may invoke any remedies permitted by this Security Instrument
without further notice or demand on Borrower.
WITNESS THE HAND(S)AND SEAL(S)OF THE UNDERSIGNED.
TAozp (Seal)
EDWARD G. PELTIER .Borrower
-Borrower
(Seal)
-Borrower
(SCSI)
-Borrower
(Sign original only)
'!:'esco IZO f
I fill "
r�g}u 9Zr r648•r(7y4),843 �r��i ' 3-9949
19093 eac o`u`ievvar • untie on Beach, (
Sassounian Capital Venture
Escrow officers Linda J. Campbell
property Address 7071 Happy Drive, #201 Huntington Beach, ca. 92640
REr. ao. AMOUNT
1305 Delinquent Taxes Continental 1,346.87
r
C:_r=.. ;f-�:' i(' ' _ 'r;" ' . r.1;•) E?:=.ter
� r
8. TV2 OF LOM
'`-�x• r• .- <. .,;' ,�....-. F 7.w, r° ,.�: r r.'.ri ..�. 1.QTLiLt 2.arla!!1 1,®COIrY. OIeIRl.
m S.QcOtev. nm,
f'�
iEAUA3rIIJW .��,x r x> } }fir} 6. inS Nui G 7. L m NulQ=
9412-C 24150995
•yY2 tz , F } t ,
S. 1ORT[I.HZ 17IL AMM CPM ULVeM
-t @- y:;as_- 7 :g-- - o ,';-,< ,.5 {- _}n} , - -- ,y: f-4a qlY--•fib-_:v
C.Ili This farm is furnished to give You a otatwreR of actual ratUameat costa. Amounts pall to and by the srttlewwrt wpat are shown.
Itama arkad (p.e.e.) wars paid cutolde of elosingi they art shaft Aam tar inf®atUrAl purpoass and am not inri ad-d Sa the totals.
h. NUR Q b0RAa1net R. w=or ilLMS
Edward G. Peltier Sasscunian Capital. Venture
10081 Beverly Drive 16473 Bolsa Chica Street
Huntington Beach, Ca. 92646 Huntington Beach, Ca 92649
r. Rim or Late 4. FFJNI TY loCATIONr
mission RillsMortgage 7871Happy Drive, #201
Yvonne ELLntin#bh Beach, Ca. 92646
1403 North Tustin Avenue 4280
Santa Ana, California 92701
R. Slr1 MQM AGE" PIAM or saraSOmar 1. NRrrUOwr Dr117L
TIEV0 ESCROW, n1C. 19093 , ELVD.
REACH, CA 92648 07/26/96
J. SOKKaRY of RORROMZR.N TRANSACTION X. SUKNART OF SZIJ--R#S TRANSACTION
100. cages J MM"VA TWK DORKWMs 400. GROSS AMOM Ws TO X=Mte
101. cattract *ales mice 174 900.00 4ol. Contract sal« prim 174 900.00
102. sa:aaeal pfforty 402. Formal Emm
102. sr-t1smant charges to borrows (Line 1400) S6.076.54 m.
104. 404.
10s. 40s.
Adjsstmeate for items paid by seller is advance ld satment■ for items paid by seller is advance
104. cif /twn/tucw to 506. cit /torn/taxse to
107. Ca.1at tares to 407. County taxes to
104. As.es.esnts • 07 26/96"08/01/96 $29.30 roe. u.e ..t. 07 26 96te 08 01 96 29.30
log. 4".
lie. 41a. •
112. 412.
120. (WOW AMOU r»ere PROM b0Rs CVM $181,005.84 420. ataes kva=MR"=Uz X t $174,929.30
200. AMrRWO PAM BY OR Ix bEI&W Or SORR0 aRt 500. RE00C=0m lx l mIM DO TO SE'.=u
201. VoIxisit of earneat"y $11,088.58 Sol. mroess deposit see inatrvctians
202. Trincipal amount of now loaa(s) $131,000.00 502. s.ttlrnt ebarrs to feller (reins 1400) $1,981.07
203. 141st leans) taken subject w S01. 2Sdst Lnq lour taken *&I act to
204. 504. Payoff of first fort loan
2os. Ind T.D. City Loan $35,000.00 sos, P.yof t of w=nd tnM loan
206. SON.
207. 507.
201. 301.
201. sole
ld ■stmest for items unpaid by seller Ad satmeat for items unpaid bX seller
210. VA /town taxes to Slo. city/tom tax" to
211. 0"aty taxes 07/01/96to 07/26/96 125.75 511. Count tax" 07/01/96to 07/26/96 $125.75
212. Suseewaftts to 512. Assessments to
213. $17.
lid. 516.
215. 319.
216.Non:oqurr' costs $4,000.00 s16.Non recurr costs $4,000.00
211. 317.
215. Sit.
211. 511.
230. Trm►I.PXID Nr/aaR NORRamt 181 -214:33 s2o. nv=mmx-riat atnerarr v m maim $6,106.82
300. ass AT Rr1rEMENT FROMM ba NOM W. cm ja armmm TONROK wMz=
301. Cb-on amount ene from borro.er (whoa 220) $181,005.84 1101. arose ow ft eta to seller Line UOL. 174 929.30
sot. Laos sm unt /for borrower Line 220 181 214.33 $02. Lees rod.etiono in mKw*dye rali.r s 6 106.82
20:. On 4 rROK) ( X 70) NPMM $208.491 an. am I X w) l'Rml man $1681822.48
J:•
COP
Tl-i. . ;
Es=,r Number: 9412-C
:pC:; V;
00. 29M 6AUM/S11oM,6 COOMMICH based on price PAM 7704 IKM TFIM
Divialne of Comolosim (Line 700) as followst 3ORROMIS SILLIMIN
701. rjm)o AT rAm AT
52rXLDWC 91aiDENT
702.
703. CismLiAsion paid at settlement
704.
000. r-Im FKMMX IN CMDO=ICN W=W"
001. Irman OcigUatlan Fee
402. Umm DI&=nt $327.56
603. AIVCMISMa Yee to
804. Credit Paport to
sos. 'lax Service Fee Eislm- iMs_Lba -$84*00
so6. Processing-Fee Mission ED I s Mortgage $495.00
007. AtairListration Fee Mission Hills Mortgage . $570.00
mos. Llx d ritinq Fee Mission Hills !!2E!:RaM $325.00
tog. Wire/Flood Certif i cat,i on Fee ius-lOfl Hills 1 $100.00
sio. loan E-W64wer Origination Fee Emerald Pacific MortcEq $11965.0
011. 4pra-azal Review Fee BN Appraisal $50.00
900. rm""QUIRW BY UMM TO W PXM is WM=
sci. 2atoreet ire 07/24/96 to 08 O-179-6v s 28.7100 /day $200.97
002. Pant" Iviourance Proalm for months to
P03. 94s&rd Ina rows Proinime far years to
904. years to
105.
1000. P.*CSERYU DUIOOr=WrrH LINDM
1001. E.tzard inffurame Months I W month
2002. Obrtqsq* insurance, per month
2003. City property taxes rOffths par month
2004. Oynnty property taxes Month* 1 per mo&-b
1005. Lwaial "Ossaments Months I par month
1004. Months I par month
1007. Months I par month
1008. months I par month
1100. Tr=CDAM
1103. F-Pttlement or closing fee to TIE2d:1) E5C3M, INC. $491.00
no. IA= Tie In Fee i&EE2 Escrcwf Inc. $175.00
lin. e1:122M!j Mes2fT2E Fee/Fed-X Tienpo Es=cw, Ina. $45.00
1104.
1105. Descant preparation to
1109. VAary go" to Linda J. Canpbell $40.00
1107.
1108. Title 19Wureoles to Continental Lygers Title $370.00 $371.70
IWIUd*4 ab&m Itals
1109. Larder's cowers" $131,000.00
1110. CWISVID covers" $174f900.00
ini. Sub Title Fee CmUnental-LawyersTit $95.00
nn. 21]d Iban E2]Ag and End Caitinental. Lpr y.. Tit $175.00
113. Wire Fee Continental Lwwvers Tit $25.00
DOO. GMn§UGCM KBD=XW AM IRANSM C&R=
1202. 11scording goeei Dead $10.00 ; m=tqaq- $31.00 ; Asio"a $41.00
1202. CLty/Cm&fty tWetompos Deed $19T._5 _3 Ytgp $192.50
1203. state toxIstosipe I Deed
1201.
"03.
2300e hMrrIONAL BZT=IDCDM CMAR=
tjoi. 08/01/96 IM Dues Pacific -P-ir-k Villas Ass _$175.69�
1302. Post inspection to
1301. Capital on P IC Par V Ass
13o4._13A.Set Up Fee Keysb:xm Pacific -1 645.00
1305. See Attached --I E346.87
S6,076:54 981-0171
IL wait��i
CC
The item indicated by *'POC have been included at the dirwtim of-the lender for disclosure
purposes only. The esami holder/settlement agent hereiii- has no knowledge of these
=��S. mcept as provided by the lender. They have not been. and marmot be verified
, the payee, mar actual payment and no liability is asmmed by the closing
agent as to the validity and/or the suffiUency thereof.
IawyersTide oo �� ,,.
Insurance Cofporaflon
NATIONAL HEADQUARTIMS,
RtcH�ro>`u rrnctNtA
1992 ALTA Loan Policy Number
Loan Policy 135.61. 208-222
SUB:ECT TO THE EXCLUSIONS FROM COVERAGE,THE EXCEPTIONS FROM COVERAGE CONTAINED IN SCHEDULE B AND THE
CONDITIONS AND STIPULATIONS, LAWYERS TITLE INSURANCE CORPORATION, a Virginia corporation,herein called the Company,
insures,as of Date of Policy shown in Schedule A.against loss or damage;rent exceeding the Amount of Insurance stated in Schedule A.sustained
or incurred by the insured by reason of:
1. Title to the estate or interest described in Schedule bcin } a � r� g�•ested 'arising from an improvement or work related to the land which
of ter than as stated therein; is contracted for or commenced prior to Date of Policy; or
2. Ary defect in or lien or encumbrance on the title; — 1 `,--7 i' '(b) aiising from an improvement or Work related to the land which
�
3. Urmarkerability of the title; w 'y:am.'J.
• is contracted for or commenced subsequent to Date of Policy and
4. U:k of a right of access to and from the land; i = which is financed in whole or in part by proceeds of the
5. The invalidity or uncnforceability of the lien of the insured mortgage indebtedness secured by the insured mortgage which at Date of
upon the title; 4 Icy , • �: policy the insured has advanced or is obligated to advance;
6. Tt..priority of any lien or encumbrance over the lien of the to ure_d i— & Theimalidiiy or uncnforceability of any assignment of the insured
ma:rtgage; mortgage, provided the assignment is shown in Schedule A. or the
Z Lack of priority of the lien of the insured mortgage over any statutory, ' failure of the assignment shown in Schedule A to vest title to the insured
lien for services, labor or material: mortgage In the named insured assignee free and clear of all liens.
The Company will also pay the costs,attorneys' fees and expenses incurred in defense of the title or the lien of the insured tmirtgage as insured,
but only to the extent provided in the Conditions and Stipulations.
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:
I. (a) Any law,ordinance or governmental regulation(including but not (e) resulting in loss or damage which would not ha%t been sustained
limited to building and zoning laws. ordinances or regulations) if the insured claimant had paid value for the insured mortgage.
restricting,regulating,prohibiting or relating to(i)the occupancy. 4. Unenforceability of the lien of the insured mortgage because of the
use or enjoyment of the land; (ii) the character, dimensions or
location of any improvement now or hereafter erected on the land; inability or failure of the insured at Date of Policy, or the inability
(iii)a separation in ownership or a change in the dimensions or or failure of any subsequent owner of the indebtedness,to comply with
area of the land or any parcel of which the land is or was a part; applicable doing business laws of the state in which the land is situated.
or(iv)environmental protection,or the effect of any violation of 5. Invalidity or unenforccability of the lien of the insured mortgage,or
these laws,ordinances or governmental regulations,except to the claim thereof, which arises out of the transaction evidenced by the
extent that a notice of the enforcem:nt thereof or a notice of a insured mortgage and is based upon usury or any consumer credit
defect,lien or encumbrance resulting from a violation or alleged protection or truth in lending law.
violation affecting the land has been nxorded in the public records
at Date of policy. 6. Any statutory lien for services, labor or materials (or the claim of
(b) Any governmental police power not excluded by(a)above,except priority of any statutory lien for services,labor or materials oMr the
to the extent that a notice of the exercise thereof or a notice of lien of the insured mortgage)arising from an improvement or work
a defect,lien or encumbrance resultiq;from a violation or alleged related to the land which is contracted for and commenced subsequent
violation affecting the land has been recorded in the public records to Date of Policy and is trot financed in whole or in part by proceeds
at Date of Policy. of the indebtedness secured by the insured mortgage which at Date
2. Rights of eminent domain unless notice of the exercise thereof has been of Policy the insured has advanced or is obligated to advance.
recorded in the public records at Date of Policy,but not excluding from 7. Any claim, which arises out of the transaction creating the interest
cov.rage any taking which has occurred prior to Date of Policy which of the mortgagee insured by this policy, by reason of the operation
wtxdd be binding on the rights of a purchaser for value without of federal bankruptcy,state insolvency or similar creditors'rights laws,
kwieledge, that is based on:
3. Dcdtxts, liens, encumbrances, adverse claims or other matters: (a) the transaction creating the interest of the insured mortgagee being
(a) created,suffered,assumed or agreed to by the insured claimant; deemed a fraudulent conveyance or fraudulent transfer; or
(b) not known to the Company, not recorded in the public records (b) the subordination of the interest of the insured mortgagee as a result
at Date of Policy, but known to the insured claimant and not of the application of the doctrine of equitable subordination;or
disclosed in writing to the Company by the insured claimant prior
to the date the insured claimant became an insured under this (c) the transaction creating the interest of the insured mortgagee being
policy; deemed a preferential transfer except where the preferential transfer
(c) resulting in no loss or damage to th4 insured claimant; results from the failure:
(d) attaching or created subsequent to Dite of Policy (except to the (i) to timely record the instrument of transfer;or
extent that this policy insures the priority of the lien of the insured (ii) of such recordation to impart notice to a purchaser for value
mortgage over any statutory lien for services,labor or material);or or a judgment or lien creditor.
m®
PoGc, US•Litim)in U.S.A.
061-0-133-0006 Corer%wo ALTA"n MACY(t0-17-92)
CONDITIONS AND STIPULATIONS
1. DEFINITION OF TERMS. 3. NOTICE OF CLAIM TO BE GIVEN BY INSURED CLAIMANT.
The following terms when used in this policy mean The insured shall notify the Company promptly in writing(q in case of
(a) "insured" the insured named,n Schedule A The term"insured" any litigation as set forth in Section 4(a)below,(u)in case knowledge shall
also includes come to an insured hereunder of any claim of title or interest which is adverse
(i) the owner of the indebtedness secured by the insured mortgage to the title to the estate or interest or the lien of the insured mortgage,as in-
and each successor in ownership of the indebtedness except a successor sured,and which might cause loss or damage for which the Company may
who is an obligor under the provisions of Section 12(c)of these Conditions be liable by virtue of this policy,or(iii)if title to the estate or interest or the
and Stipulations(reserving,however,all rights and defenses as to any suc- lien of the insured mortgage,as insured,is rejected as unmarketable.If prompt
cessor that the Company would have had against any predecessor insured, notice shall not be given to the Company,then as to the insured all liability
unless the successor acquired the indebtedness as a purchaser for value of the Company shall terminate with regard to the matter or matters for which
without knowledge of the asserted defect,lien,encumbrance,adverse claim prompt notice is required;provided,however,that failure to notify the Com-
or other matter insured against by this policy as affecting title to the estate pany shall in no case prejudice the rights of any insured under this policy
or interest in the land); unless the Company shall be prejudiced by the failure and then only to the
(ii) any governmental agency or governmental instrumentality which extent of the prejudice.
is an insurer or guarantor under an insurance contract or guaranty insuring 4. DEFENSE AND PROSECUTION OF ACTIONS;DUTY OF INSURED
or guaranteeing the indebtedness secured by the insured mortgage,or any CLAIMANT TO COOPERATE.
part thereof,whether named as an insured herein or not; (a) Upon written request by the insured and subject to the options
(iii) the parties designated in Section 2(a)of these Conditions and contained in Section 6 of these Conditions and Stipulations,the Company,
Stipulations. at its own costand without unreasonable delay,shall provide for the defense
(b) "insured claimant": an insured claiming loss or damage. of an insured in litigation in which any third party asserts a claim adverse to
(c) "knowledge" or "known": actual knowledge, not constructive the title or interest as insured, but only as to those stated causes of action
knowledge or notice which may be imputed to an insured by reason of the alleging a defect, lien or encumbrance or other matter insured against by
public records as defined in this policy or any other records which impart this policy.The Company shall have the right to select counsel of its choice
constructive notice of matters affecting the land. (subject to the right of the insured to object for reasonable cause)to repre-
(d) "land": the land described or referred to in Schedule A, and sent the insured as to those stated causes of action and shall not be liable
improvements affixed thereto which by law constitute real property.The term for and will not pay the fees of any other counsel.The Company will not pay
"land"does not include any property beyond the lines of the area described any fees,costs or expenses incurred by the insured in the defense of those
or referred to in Schedule A,nor any right,title,interest,estate or easement causes of action which allege matters not insured against by this policy.
in abutting streets,roads,avenues,alleys,lanes,ways or waterways,but nothing (b) The Company shall have the right,at its own cost,to institute and
herein shall modify or limit the extent to which a right of access to and from prosecute any action or proceeding or to do any other act which in its opinion
the land is insured by this policy. may be necessary or desirable to establish the title to the estate or interest
(e) "mortgage": mortgage,deed of trust,trust deed,or other security or the lien of the insured mortgage,as insured,or to prevent or reduce loss
instrument. or damage to the insured The Company may take any appropriate action
(f) "public records": records established understate statutes at Date of under the terms of this policy,whether or not it shall be liable hereunder,and
Policy for the purpose of imparting constructive notice of matters relating to shall not thereby concede liability or waive any provision of this policy.If the
real property to purchasers for value and without knowledge.With respect Company shall exercise its rights underthis paragraph,it shall do so diligently.
to Section 1(a)(iv)of the Exclusions From Coverage,"public records"shall (c) Whenever the Company shall have brought an action or interposed
also include environmental protection liens filed in the records of the clerk defense as required or permitted by the provisions of this policy,the Com-
of the United States district court for the district in which the land is located. pany may pursue any litigation to final determination by a court of competent
(g) "unmarketability of the title": an alleged or apparent matter jurisdiction and expressly reserves the right,in its sole discretion,to appeal
affecting the title to the land,not excluded or excepted from coverage,which from any adverse judgment or order.
would entitle a purchaser of the estate or interest described in Schedule A d In all cases where this policy
or the insured mortgage to be released from the obligation to purchase by ( ) P co any action
requirestheCompanyts red
virtue of a contractual condition requiring the delivery of marketable title. shall s c provide for the defense i any action or proceeding,the insured
2. CONTINUATION OF INSURANCE. shall secure to the Company the right to so prosecute or provide defgnse
in the action or proceeding,and all appeals therein,and permit the Com-
(a) After Acquisition of Title. The coverage of this policy shall continue pany to use,at its option,the name of the insured for this purpose.Whenever
in force as of Date of Policy in favor of(i)an insured who acquires all or any requested by the Company,the insured,at the Company's expense,shall
part of the estate or interest in the land by foreclosure,trustee's sale,con- givethe Company all reasonable aid(i)in any action or proceeding,securing
veyance in lieu of foreclosure,or other legal manner which discharges the evidence,obtaining witnesses,prosecuting or defending the action or pro-
lien of the insured mortgage;(ii)a transferee of the estate or interest so acquired ceeding,or effecting settlement,and(ii)in any other lawful act which in the
from an insured corporation,provided the transferee is the parent or wholly- opinion of the Company may be necessary or desirable to establish the title
owned subsidiary of the insured corporation,and their corporate successors to the estate or interest or the lien of the insured mortgage,as insured.If the
by operation of law and not by purchase,subject to any rights or defenses Company is prejudiced by the failure of the insured to furnish the required
the Company may have against any predecessor insureds;and(iii)any govern- cooperation,the Company's obligations to the insured under the policy shall
mental agency or governmental instrumentality which acquires all or any part terminate,including any liability or obligation to defend,prosecute,or con-
of the estate or interest pursuant to a contract of insurance or guaranty insur- tinue any litigation, with regard to the matter or matters requiring such
ing or guaranteeing the indebtedness secured by the insured mortgage. cooperation.
(b) After Conveyance of Title. The coverage of this policy shall continue 5. PROOF OF LOSS OR DAMAGE.
in force as of Date of Policy in favor of an insured only so long as the insured In addition to and after the notices required under Section 3 of these Con-
retains an estate or interest in the land,or holds an indebtedness secured ditions and Stipulations have been provided the Company,a proof of loss
by a purchase money mortgage given by a purchaser from the insured,or or damage signed and sworn to by the insured claimant shall be furnished
only so long as the insured shall have liability by reason of covenants of war- to the Company within 90 days after the insured claimant shall ascertain the
ranty made by the insured in any transfer or conveyance of the estate or in- facts giving rise to the loss or damage. The proof of loss or damage shall
terest.This policy shall not continue in force in favor of any purchaser from describe the defect in,or lien or encumbrance on the title,or other matter
the insured of either(i)an estate or interest in the land,or(ii)an indebtedness insured against by this policy which constitutes the basis of loss or damage
secured by a purchase money mortgage given to the insured. and shall state,to the extent possible,the basis of calculating the amount
(c) Amount of Insurance.The amount of insurance after the acquisition of the loss or damage.If the Company is prejudiced by the failure of the in-
or after the conveyance shall in neither event exceed the least of: sured claimant to provide the required proof of loss or damage,the Com-
(i) the Amount of Insurance stated in Schedule A; pany's obligations to the insured under the policy shall terminate,including
(n) the amount of the principal of the indebtedness secured by the any liability or obligation to defend,prosecute,or continue any litigation,with
insured mortgage as of Date of Policy,interest thereon,expenses of foreclosure, regard to the matter or matters requiring such proof of loss or damage.
amounts advanced pursuant to the insured mortgage to assure compliance In addition,the insured claimant may reasonably be required to submit
with laws or to protect the lien of the insured mortgage prior to the time of to examination under oath by any authorized representative of the Company
acquisition of the estate or interest in the land and secured thereby and and shall produce for examination,inspection and copying,at such reasonable
reasonable amounts expended to prevent deterioration of improvements,but times and places as may be designated by any authorized representative
reduced by the amount of all payments made; or of the Company,all records,books,ledgers,checks,correspondence and
(iii) the amount paid by any governmental agency or governmental memoranda,whether bearing a date before or after Date of Policy, which
instrumentality,if the agency or instrumentality is the insured claimant,in the reasonably pertain to the loss or damage.Further,if requested by any author-
acguisition of the estate or interest in satisfaction of its insurance contract or ized representative of the Company,the insured claimant shall grant its per-
mission, in writing, for anv authorized representative of the Company to
continued on next page or coter sheet
ALTA LOAN POLICY - 1992
Policy No.:135-01-208-222 Order No.: 9402208-A
9CHEDME A CONTINUED
INUED
5. ME LRM MERRED Ta IN THIS POLICY IS DESCRIBED AS FULIDWS:
A Candaniniun comprised of:
PARCEL 1:
An undivided one twenty second (1/22) fee simple interest as a tenant in aamrn in
and to all of the Cannon Area defined in Declaration referred to below and described
in the Cordaniniun Plan ("Plan") -for Lot 1 of Tract No. 14828, which Plan was
recorded on August 25, 1994 as Instrument No. 94-0525335 of Official Records of
Orange County, over Lot 1 of Tract No. 14828, in the City of Huntington Beach, County
of Orange, State of Califotrnia, as per map filed in Hods 706, Pages 27 to 29 of
Miscellaneous Maps, in the office of the County Recorder of said County.
F.woepting therefrom all oil, petroleum, a#ialtun, gas, minerals and other
substances, as reserved in deed recorded August 16, 1921 in Bode 401,
Page 356 of Deeds, and in various other deeds of record.
PARCEL 2:
Unit No. 8 consisting of certain airspace and surface elements, as shown and
described in the Condaniniun Plan referred to in Parcel 1 above.
PARCEL 3:
Non-exclusive easements for access, ingress, egress, use, enjoyment, drainage,
t, support, maintenance, repairs and for other purposes, all as described
in that certain Declaration of Covenants, Conditions and Restrictions and Reservation
of Fa_smmts for Pacific Park Villas, re=ded August 25, 1994 as Instrument No.
94-0525336 of Official Records.
PARCEL 4:
Exclusive easements appurtenant to Parcels 1 and 2 referred to above, for balcony or
patio purposes, over the areas defined, depicted and assigned on the Plan.
LAWYERS TITLE INSURANCE CORPORATION
National Hi3adquarters
R1 twaid, Virginia
AMERICAN LAND TITLE ASSOCIATION
LOAN POLICY 1992
Issued At: Continental Lawyers Title Cwpany
18551 Von Kaman, Suite 100, Irvine, California 92715
SCHM= A
-------------------------------------------------------------------------------------------------
crom POLICY AM7[M Cr- PFdT4I M DATE OF POLICY
NU"BE R IX243M INSUPANCE
------------------------------------------------------------------------------------------------
9432208-A 135-01-208-222 . $35,000.00 $150.00 07/26/96 at 8:00 am
1. NAME OF INSURED:
The t Agency of the City of Hint3ngton Beach, a body corporate and
politic
2. THE ESTATE OR INTEREST IN THE LAND WHICH IS COVERED BY THE INSURED MMPM IS:
A CONDOMINIUM, as defined in Section 783 of the California Civil Code, in fee
3. TITLE TO THE ESTATE OR INTIRES'T IN THE LAND IS VESTED IN:
Edkard G. Peltier, an unmarried man
4. THE INSLUZED ND XAGE AMID ASSIG44DM n0;M0F, IF ANY, ARE DESCRIBED AS F UD S:
A Dead of Trust to secure an Indebtadness in the amount shown below, and arty
other obligations secured thereby
Amocmt: $35,OW.00
Dated: July 22, 1996
Trusbor: Edward G. Peltier
Trustee: The City of Huntington Beach, a municipal corporation
Beneficiary: The Redevelop+nent Ager y of the City of Huntington Beach, a
public body rate and politic
Recorded: July 26, 1996
Instrument No. 96-03SM74 of Official Records
ALTA LOAN POLICY - 1992
POLICY NO.:135-01-208-222 ORDER NO.: 9402208-A
SCHEDULE B
PART I
FXPTIONS FRCH COVERAGE
71IIS POLICY DOSS NOT TIME AQMW LASS OR MMGE (AND THE [MANY WnL NC T
PAY COSTS, ATTORNM I FEES OR EXPENSES) MUCH ARISE BY REA9C N OF:
A. PrgVXty taxes, inClUlin9 general and social taxes, personal property taxes,
if arty, and any assessments collected with taxes, to be levied for the fiscal
year 1996-1997 which are a lien riot yet payable.
B. Supplemental or escaped assessments of property taxes, if any, assessed
pt=suant to the Revenue and Taxation Code, of the State of California.
1. The matters contained in a document entitled "14w= m of Disposition and
Development Agreement" recorded January 3, 1994 as Instrument No. 94-0001007
of Official Records.
Reference is made to said docanent for full particulars.
2. The fact that the ownership of said land does not include rights of access to
or from the street or highway abutting said land, such rights having been
relinquished by the map of said tract.
Affects: Talbert Avenue: Joyful Lane and Happy Drive
Except at street intersections and appxrrrad driveway locations.
3. Covenants, conditions and restrictions (deleting therefrom any restrictions
based on race, color or creed) as set forth in the domnent
Rrded: February 24, 1994
Instrument No. 94-0137068 of Official Records
Said covenants, conditions and Lestrictions provide that a violation thereof
shall not defeat the lien of any mortgage. or deed of trust made in good faith
and for value.
4. Matters in an Instrument which, among other things, contain or provide for
Assessments, Liens and the bordination thereof, provisions relating to
Partition, Restrictions on severability of Component Interests, Oovenants,
Canditiohs and Restrictions, a provision that no violation thereof and no
en ' cemen of any Lien provided for herein shall defeat or der invalid the
Lien of a Mortgage or Deed of Trust made in good faith and for value, but
which however, do r»t contain Restrictions based on race, color or creed.
Recorded: August 24, 1994
Instrument No. 94-0525336 of Official Records
CAR NO.: 9402208-A
9E B
(PART 1 CONTINUED)
1ED)
a. The matters omtained in a document entitled "Otmrrn Facilities Use and
Ag em-ent Fbr Pacific Park Villas" reoocrded August 25, 1994 as Instrument No.
94-0525337 of Official Records.
Reference is made to said document for full particulars.
6. An easement for the purpose shown below and rights incidental thereto as set forth
in a document
Granted to: Southern California Edison Company
Purpcee: Public utilities
Recorded: OaWber 27, 1994
Instrument No. 94-0632840 of Official Records
Affects: the Southerly 50 feet of the Easterly 4 feet of Lot 1
7. A Deed of Trust to secure an indebtedness, in the amntnt shown below, and any other
obligations secured thereby
Amount: $131,000.00
Dated: July 22, 1996
Trustor: Edward G. Peltier, an unmarried man
Tnztee: Hartford Es=ow, Inc., a California corporation
Beneficiary: Mission Hills M=-bgage Corporation, a California -at ion
RecprY3e1: July 26, 1996
Instrument No. 96-0380373 of Official Records
ENDORSEMENTS
Th-;: following omits are attached to and made a part of this policy:
100
110.9
116.2
tb
Dabe typed: 08/29/96
Plints enclosed
ALTA LOAN POLICY - 1992
POLICY NO.: 135-01-208-222 CRDER NO.: 9402208-A
SCRED= B
PART II
IN AMITICN TO THE FITTERS SET FORTH IN PART I OF THIS SG7 EDUIE, THE TITLE TO THE
ESTATE CR INTEREST IN THE LAID DFSCROM OR REFERFM TO IN SCHEDULE A IS SUBJI=
TO THE FOIE MATH IF ANY BE S VM, BUT THE COMPANY INWRES THAT WESE
MATTERS ARE SLEMINATE TO THE LIEN CR CHARGE OF THE IA'SLPM M1M+GE UPON THE
ESTATE CR INTEREST:
8. Covenants, conditions and restrictions (deleting thexefram any restrictions
based on race, color or creed) as set forth in the document
Recczx d: July 26, 1996
Instrument No. 96-0380375 of Official Records
ENDORSEMENT
LAWYERS TITLE INSURANCE CORPORATION
CLTA FOSS 100 Order No.: 9402208-A
Attached to Policy No.: 135-01-208-222
The Company hereby insures against loss which said Insured shall sustain by
reason, of the following ratters:
1. Any in the assurance which the Company gives:
a. That there are no covenants, conditions, or restrictions under which the lien
of the mortgage referred to in Schedule A can be art off, subordinated, or otherwise
imi-Z iced;
b. That there are no present violations on said land of any enforceable
Covenants, catUtions, or restrictions;
c. That, except as shown in Schedule B, there are no encroachments of buildings,
structures, or improvements located on said land onto adjoining ems, nor ary
onto said land of buildings, statures, or imprvvernhts located on
dlna
2.-as Anyyfuturme violations on the land of any covenants, conditions, or re-
strictions occurring prior to acquisition of title to the estate or interest referred
to in Schedule A by the Insured, provided such violations result in fmpa.inremt or loss
of the lien of the mortgage referred to in Schedule A, or result in impairment or loss
of the title to the estate or interest referred to in Schedule A if the Insured shall
ao.TA a such title in satisfaction of the indehbedness secured by the insured mortgage;
b. Ury arketability of the title to the estate or interest referred to in Schedule
A by reason of any violations on the land, occurring prior to acquisition of title to
tth:: estate or interest referred to in Schedule A by the insured, of any covenants,
conditions or restrictions.
3. Damage to existing improvements, ircludirg lawns shrubbery or trees:
a. which are located or encroach upon that pion of the land subject to any
eanh t shown in Schedule B, which damage results from the exercise of the right
to use or maintain such easement for the purposes for which the same was granted or
re:�erved.
b. resulting fnam the exercise of any right to use the surface of said land for
th'- extraction or developnht of the minerals excepted from the description of the
la-d or shown as a reservation in Schedule B.
4. Any final court order or judgment requiring the removal from any land adjoining the
la-d of any encroachment shown in Schedule B.
Wherever in this endorsement any or all the words "covenants, conditions, or
re:,trictian" appear, ttY shall not be deemed to refer to or include urde the tetnmts, Covenants
oohditdons or restrictions contained in any lease.
Flor purposes of this endorsement, the words "covenants", "cohdit:ions" or
"ncz-trictiocns" shall not be deemed to refer to or include any covenants, conditions
or res Izticns relating to environmental protection, except to the extent that a
nortice of a violation or alleged violataion affecting the land has been recorded in the
pukAic records at Date of Policy and -is not excepted in Schedule B.
This ert3orsement is made a part of the policy and is subject to all of the terms
ani provision thereof and of any prior endorsements themto. E o pt to the extent
et;;tressly stated, it neither modifies any of the terns and provisions of the policy
ant any prior endorsements; nor does it extend time effective date of the policy
aril any pt:ior endorsements, nor does it increase the face amount thereof.
IN WInESS MM07, the Company has caused this E{hhdorsenent to be signed and sealed,
as of the date set forth below, to be valid when countersigned by an aut3harized officer
or agent of the Company, all in accordance with its By-Laws.
Date: July 26, 1996
Issued at: Irvine, (alifarnia LAWYERS TITLE III WM CORPORATION
Co.intersigned: Janet A. Alpert - President
26;� d ef i 't John M. Carter - Secretary
ENDORSEMENT
L mgkl LS TITLE INSMViCE 4 ORPORATICN
CLTA F'OM 110.9 Order No.: 9402208-A
Attached to Policy No.: 135-01-208-222
Th:-3 insurance afforded by this endorsa,ni is only effective if the land is used
or is to be used primarily for residential purposes.
Thy Company insures the insured against loss or damage sustain by reason of lack
of priority of the lien cf the insured mortgage over:
(a) any envimYrental protection lien which, at Date of Policy is
recorded in those records established under state statutes at
Date of Policy for the purpose of imparting constructive notice
of matters relating to real property to purchasers for value
and without knowledge, or filed in the records of the clerk of
the United States District Court for the district in which the
land is located, except as set forth in Schedule B; or
(b) any ervirccmental protection lien provided for by any state
statute in effect at Date of Policy, except
pmo ction liens provided for in the following state statutes:
NONE
This endorsee t is made a part of the policy and is subject to all of the terms
ani provisions thereof, and of any prior ex 3- xneornts thereto. Emx t to the extent
ar,ressly stated, it neither modifies any of the terns and provisions of the policy
ani any endorsements, nor does it extend the effective date of the policy and
arc; prior endorsements, nor does it increase the face amount thereof.
IN WITNESS VEa!MOF, the OarpwV has caused this EnJar-s�t to be signed and sealed as of
th-s date set forth below, to be valid when countersigned by an authorized officer or agent
of the OmpwV, all in a000rdaince with its By-Laws.
Date: 07/26/96
LAWYERS TITLE INSURANCE GnRP )RATION
Cmtersigned by:
Janet A. Alpert - Presidlent
Jahn M. cartes' - Secretary
IsAxed at: Irvine, California
ENDORSEMENT
LAWYERS TITLE INSURAKE OORP)RATICK
M7A FaM 116.2 Order No.: 9402208-A
Attached to Policy No.: 135-01-208-222
Tth:: Company assures the Insured that at the date of this Policy the dimensions of the
exterior boundary of the Common Area referred to in Schedule A of this Policy which is
al.�o the exterior boundary of the project, are correctly shown on that map recorded in
bock 706, pages 27 to 29 of Maps in the office of the County Rea n-dP.r of said County.
Th-3 many further assures the Insured that the estate in said land referred to in
Schedule A includes a residence within the project boundaries, which residence is
de:,ignated as Unit 8, as shown on the map recorded August 25, 1994 as Instrument No.
94-0525335, Official Records of Condominiums in the office of the County Recaarder of said
Cv.Mty,
anI known as:
78.71 Happy Drive #201
Huitirgton Eoarh, California
Th? Canpany hereby insures the Insured against loss which the insured shall sustain
in the event that the asswaranae herein shall prave to be incorrect.
ThLs endorsment is made a part of the policy and is subject to all of the terms and
provisions thereof and of any prior endorsements thereto. Except to the extent expressly
sttited, it neither modifies any of the terms and provisions of the policy and any
prior endoarse<mhents, nor does it extend the effective date of the policy and any prior
e<hclo rents, nor does it increase the face armomt thereof.
IN WITNESS W OM F, the Company has caused this exmdorsemrt to be. signed and sealed as of
thri date set forth below, to be valid when countersigned by an authorized officer or agent
of the Oompany all in accordance with its Hy--Taws.
Da*m: 07/26/96
LAWYERS TITLE DGLFA= 11ATICK
C+a.aitersigned by:
Janet A. Alpert - President
CSl LQ� John M. Carter - Secretary
Is and at: Irvine, Califcxnia
1 '
,I
1
I
CONDOMINIUM PLANS FOR SHEET 11 Or 32
LOT 1 OF TRACT :/826. IN THE CsTY OF HU%TINGTON BEACH. COUNTY Of ORANCE.
STATE OF CAUFORNIA. AS SHOWN ON A YAP RECORDED IN YAP DOOK 708.
PACES 27 THROUGH 29. INCLUSIVE. OP MISCELLANEOUS MAPS. IN THE OFFICE
OF THE RECORDER OF SAID COUNTY.
PHASE ONE OF PACIFIC PARK VILLAS
40
n22
21 20 19 1s 18
1.00' (Typ") BCTOICCN u+TS
8 a�.t9•
~ S e9•40'27' E
•
9 11 12 13 14
10 15
4
4 5
3 6
VW •
7
n!t
2 8
M41' 2s 00' Sur
SCALE: 1"=40'
10+E1e N^*"orW.A[S tOvO t[rcL t"t
N�OKiI M►M�LA 90CJ11I=tir01 I.RKL{/�T,
ASSOCIATION PROPERTY, �� WrS.'�•CUML
U N E•i NUMBERS & TIES COMUMS%"?$0-0�ft
JOB NO. 42E3
HALL & FOREMAN. INC.
f
CONDITIONS AND STIPULATIONS—CONTINUED
examine, inspect and copy all records. books. ledgers, checks. cor- S. LIMITATION OF LIABILITY.
responcfence and memoranda in the custody or control of a third party,which (a) If the Company establishes the title,or removes the alleged de'ect.
reasonably pertain to the loss or damage.All information designated as con- lien or encumbrance,or cures the lack of a right of access to or from 1.".e land.
hdentra'by the insured clai mart provided to the Company pursuant to this or Cures the claim of unmarketabrl ly of title.or otherw.se establishes the lien
Section shall not be disclosed to others unless,in the reasonable judgment of the insured mortgage.all as insured.in a reasonably diligent mariner by
of the Compary,it is necessary in the administration of the Claim.Failure of any method,including litigation and'he completion of any appeals t'ierefrom,
the rnsu•ed claimant to submit for examinatioi under oath,produce other d shall have fully performed its obligations with respect to that rra:ter and
reasonably requested rn'ormalron or grant pernrssion to secure reasonably shalt no;be Fable for any loss or damage caused thereby
necessary information from third parties as required in this paragraph,unless (b) In the event of any litigation,including litigation by the Company
prohibrt:'d by law or governmental regulation,shall terminate any liability of or with the Company's consent,tte Company shall have no trabit-:y for loss
the Corr pany under this policy as to that damn. or damage until there has been a final determination by a court of competent
6. OPTIONS TO PAY OR OTHERWISE SETTLE CLAIMS; jurisdiction,and drspositrcn of all appeals therefrom,adverse to the tale or
TERMINATION OF LIABILITY. to the lien of the insured mortgage,as insured_
In;:ase of a claim under this policy.the Company shall have the follow- (c) The Company shall not be gable for loss or damage to a^y insured
ing add:'ional options: `or kabrlrty voluntarily assumed by the insured in settling any clam or sue without
(a) To Pay or Tender Payment of the Amount of Insurance or to ;he prior written consent of the Company
Purcha^�e the Indebtedness. (d) The Company shall not be liable for:(r)any indebtedness created
(r) to pay or tender payment of the amount of insurance under subsequent to Date of Policy except for advances made to protect the Gen
this poor .y together with any costs,attorneys'fees and expenses incurred of the insured mortgage and secured thereby and reasonable amounts ex•
by the insured claimant,which were authorized by the Company,up to the
lime of p3ymert or tender of payment and which the Company i5 obligated pended t0 Prevent deterioration of improvements;or(ii)Construction loan
advances made subsequent to Date of Policy,except construction ban ad-
to pay'or vances made subsequent to Date of Policy for the purpose of financing in
(ii) to purchase the indebtedness secured by the insured mortgage whole or in part the construction of an improvement to the land which at Date
for the a mount owing thereon together with a'iyr costs,attorneys'fees and of Policy were secured by the insured mortgage and which the insured was
expense•;ir+curredby the insured claimant which were authorized by the Com- and Continued to be obligated to advance at and a"er Date of Polar
pany up o the time of purchase and which the Company,is obligated to pay.
If[tie Company offers to purchase the indebtedness as herein provided, 9. REDUCTION OF INSURANCE; REDUCTION OR TERMINATION
the owner of the indebtedness shall transfer, assign, and convey the in. OF LIABILITY.
debledr ass and the insured mortgage,together with any collateral security, (a) All payments under this policy,except payments made for costs.
to the Company upon payment therefor. arolineys'fees and expenses,shall reduce the amount of the insurance pro
UFlxi the exercise by the Company of a Iher of the options provided tanto.However,any payments made prior to the acquisition of title to:he estate
for In paragraphs a(r)or(ir),all liability and obligations to the insured under or interest as provided in Section 2(a)of these Conditions and Stipulations
this policy,other than to make the payment required in those paragraphs, shall not reduce pro tanto the amount of the insurance afforded tinder this
shall terminate,including any liability or obligation to defend,prosecute,or policy except to the extent that the payments reduce the amount of the in-
continue arty litigation,and the policy shall be surrendered to the Company debledness secured by the insured mortgage
for cancellation. (b) Payment in part by any person of the principal of the indebtedness.
(b) To Pay or Otherwise Settle With Parties Other than the Insured or any other obligation secured by the insured mortgage.or any voluntary
or With the Insured Claimant. partial satisfaction or release of the insured mortgage,to the extent of the
(i) to pay or otherwise settle with other parties for or in the name payment,satisfaction or release,shall reduce the amount of insurance pro
of an insured claimant any claim insured against under this policy,together tailo.The amount of insurance may thereafter be increased by accruing in-
with any costs,attorneys'fees and expenses incurred by the insured dai- serest and advances made to protect the lien of the insured mortgage and
mast which were authorized by the Company up to the time of payment and secured thereby.with interest thereon,provided in no event shalt the amount
which it.?Company is obligated to pay;or cf insurance be greater than the Amount of Insurance stated in Schedule A.
,ii) to pay or otherwise settle with the insured claimant the loss or (c) Payment in full by any person or the voluntary satisfaction or release
damage provided for under this po=icy.together with any costs.attorneys' of the insured mortgage s'iall terminate a'I liability of the Company except
fees and expenses incurred by the insured claimant which were authorized as provided in Section 2(a)of these Conditions and Stipulations
bytheCornpanyuplothebmeofpaymentand which the Company isobligated 10. LIABILITY NONCUMULATIVE.
to pay. If the insured acquires title to the estate or interest in salrs!act on of the
Upon the exercise by the Company of either of the options provided indebtedness secured by the insured mortgage, or any part thereof, rt is
for in paragraphs b(i)or(ii),the Company's obl gations to the insured under expressty understood that the amount of insurance under this policy shaft
mis pollrr for the claimed loss or damage,other than the payments required be reduced by any amount the Company may pay under any policy insuring
to be nuide,shall terminate,including any liability or obligation to defend, a mortgage to which exception is taken in Schedule B or to which the insured
prosecu'a or continue any litigation. has agreed,assumed,or taken subject.or which is herea"er executed by
7. DETERMINATION AND EXTENT OF LIABILITY. an insured and which is a charge or lien on the estate or interest described
This policy is a contract of indemnity against actual monetary loss or or referred to in Schedule A.and the amount so paid shall be deemed a pay-
Carriage sustained or incurred by the insured claimant who has suffered loss ment under this policy.
cr damage by reason of matters insured against by this policy and only to 11. PAYMENT OF LOSS.
the extent herein described. (a) No payment shall be rnadewithout producing thispoGcy for enclorse.
(a] The liability c the Company under this policy shall not exceed the ment of the payment unless the policy has been lost or destroyed,in which
feast at; case proof of loss or destruction shall be furnished to the satis'act on of the
(i).the Amount of Insurance staled in Schedule A.or,if applicable. Company.
the amor.nt of insurance as defined in Section 2(c)of these Conditions and (b) When liability and the extent of loss or damage has been definitely
f xed in accordance with these Conditions and St pulatrons.the loss or damage
5tppulations;
tii) the amount of the unpaid principal indebtedness secured by shall be payable within 30 days thereafter.
the rnsur;ld mortgage as limited or provided under Section 8 of these Condi- 12. SUBROGATION UPON PAYMENT OR SETTLEMENT.
tions and Stipulations or as reduced under Sect on 9 of these Conditions and (a) The Company's Right of Subrogation.
Stipulatinns.at the time the loss or damage insured against by this policy Whenever the Company shag'have se-led and paid a clam cinder this
occurs.hogether with interest thereon;or policy,all righl of subrogat on shalt vest in the Company unaffected by any
rrr the difference between the value of the insured estate or act of the insured claimant.
{ ) The Company,shall be subrogated to and be entitled to a7 rrgnts and
interest as insured and the value of the insured estate or interest subject to remedies which the insured claimant would have had against any person
the defer.t,lien or encumbrance insured against by this policy orpropertyin respect to the claim had this polcy not been issued.If requested
(b) In the event the insured has acquired the estate or interest in the by the Company,the insured claimant shall transfer to the Company all rights
manner Cescribed in Section 2(a)of these Conditions and Stipulations or has and remedies against any person or property necessary in order to perfect
Conveyed the Id:e,then the liability of the Company shall continue as set forth this right of subrogation.The insured claimant shall permit the Company to
in Sect;cn 7(a)of these Conditions and Stipulations Sue,compromise or settle in the name of the insured claimant and to use
(c) The Company w 11 pay only those costs,attorneys'lees and expenses tlx:name of the insured claimant in any transaction or Id gal tin involving these
incurred n accordance with Section 4 of these Conditions and Stipulations. rights or remedies.
If a payment on acco-ini of a claim does not furry cover the loss of the
continued on rema+Wer or utter sheet
r CONDITIONS AND STIPULATIONS—CONTINUED
insured claimant.the Company shall be subrogated to an rights and remedies or less shall be arbitrated at the option of either the Company or the insured.
of the insured claimant after the insured claimant shall have recovered its prin- All arbitrable matters when the Amount of insurance is in excess of$1.000.000
cipal,interest,and costs of collection. shall be arbitrated only when agreed to by both the Company and the,n-
(b) The Insured's Rights and Limitations. sured.Arbitration pursuant to this policy and under the Rules in effect on the
Ndtwithslanding the foregoing,the owner of the indebtedness secured date the demand for arbitration is made or,at the option of the insured,the
by the insured mortgage,provided the priority of the lien of the insured mor- Rules in effect at Date of Policy shall be binding upon the parties.The award
tgage or its enforceability is not affected,may release or substdule the per- may include attorneys'fees only A the laws of the state in which the land is
sonal liability of any debtor or guarantor,or extend or otherwise modify the located permit a court to award attorneys'fees to a prevailing party.Judg-
terms of payment.or release a portion of the estate or interest from the lien ment upon the award rendered by the Arbitrator(s)may be entered in any
of the insured mortgage,or release any collateral security for the indebtedness court having jurisdiction thereof.
When the permitted acts of the insured claimant occur and the insured The law of the situs of the(and shall apply to an arbitration under the
has knowledge of any claim of title or interest adverse to the title to the estate Title Insurance Arbitration Rules.
or interest or the priority or enforceability of the lien of the insured mortgage, A copy of the Rules may be obtained from the Company upon request.
as insured,the Company shall be required to pay only that part of any losses 14. LIABILITY LIMITED TO THIS POLICY;POLICY ENTIRE CONTRACT.
insured against by this policy which shall exceed the amount,it any.lost to (a) This policy together with all endorsements,if any,attached hereto
the Company by reason of the impairment by the insured claimant of the Conn- by the Company is the entire policy and contract between the insured and
pany's right of subrogation, the Company.In interpreting any provision of this policy,this policy shall be
(c) The Company's Flights Against Non-insured Obligors, construed as a whole
The Company's right of subrogation against non-insured obligors shall (b) Any claim of loss or damage,whether or not based on negligence,
exist and shall include,without limitation,the rights of the insured to indent- and which arises out of the status of the lien of the insured mortgage or of
nitres.guaranties,other policies of insurance or bonds,notwithstanding any the title to the estate or interest covered hereby or by any action asserting
terms or conditions contained in those instruments which provide forsubroga• such claim,shag{be restricted to this policy.
tion rights by reason of this policy. (c) No amendment of or endorsement to this policy can be made ex-
The Company's right of subrogation shall not be avoided by acquisition cept by a writing endorsed hereon or attached hereto signed by either the
of the insured mortgage by an obligor(except an obligor described in Sec- President,a Vice President,the Secretary,an Assistant Secretary,or validating
bon 1(a)(ii)of these Conditions and Stipulations)who acquires the insured officer or authorized signatory of the Company.
mortgage as a result of an indemnity,guarantee,other policy of insurance, 15. SEVERABILITY. -
or bond and the obligor will not be an insured under this policy,notwithstan- In the event any provision of this policy is held invalid or unenforceable
ding Section 1(a)()of these Conditions and Stipulations. under applicable law,the policy shaft be deemed not to include that provi-
13. ARBITRATION sion and an other provisions shall remain in full force and effect.
Unless prohibited byapplicable law.either the Companyor the insured IM NOTICES,WHERE SENT.
may demand arbitration pursuant to the Title Insurance Arbitration Rules of All notices required to be given the Company and any statement in writing
the American Arbitration Association.Arbitrable matters may include.but are required to be furnished the Company shall include the number of this policy
not limited to,any controversy or claim between the Company and the in- and shall be addressed to the Company at its Corporate Headquarters
sured arising out of or relating to this policy,any service of the Company in 6630 West Broad Street.Richmond,Virginia 23230. Mailing Address: P.Q
connection with its issuanceor the breach of a policy provision or other obliga- Box 27W,Richmond Virginia 23261,or to the Company at its Pacific States
tion. All arbitrable matters when the Amount of Insurance is $1.000,000 Office, 10 Universal City Plaza, 23rd Flooy Universal City, CA 91608.
IN WITNESS WHEREOF, the Company has caused this policy to be signed and seated, to be valid when
countersigned by an authorized officer or agent of the Company, all in accordance with its By-Laws.
j`awyerslideInsurance Corporation
Attest: lilts
la� �;g By,K£ ':
Secretary
President
Countersigned by:
Authorized Officer or Agent
E
POLICY OF TITLE INSURANCE
A WORD OF THANKS...
As we make your policy a part of our permanent records, we want to express our appreciation of this evidence of your faith in
Lawyers Title insurance Corporation.
There is no recurring premium,
This policy provides valuable title protection and we suggest you keep it in a safe place where it will be readily available for future reference.
If you have any questions about the protection provided by this policy, contact the office that issued your policy or you may write to:
Consumer Affairs Department
law3,erslitlejnsurance�o poratios~
P.O. Box 27567
Richmond,Virginia 23261
s �