HomeMy WebLinkAboutReal Estate Purchase Agreements Approved - Unimproved real p /3 R07MM-el* 477/
/99 IVAeele e-4 go
Council/Agency Meeting Held: 600./a
;Approved
f red/Continued to:
❑ Conditionally Approved ❑ Denied
Awm4r 61Y Clerk's Signature
Council Meeting Date: December 6, 1999 Department ID Number: 99-21
CITY OF HUNTINGTON BEACH
REQUEST FOR COUNCIL ACTION
SUBMITTED TO: HONORABLE MAYOR AND CITY COUN I MEMBERS
SUBMITTED BY: GAIL HUTTON, City Attorney f ri/?�19q
PREPARED BY: GAIL HUTTON, City Attorney
SUBJECT: APPROVE SAMPLE AGREEMENT FOR PURCHASE AND SALE OF
REAL PROPERTY AND ESCROW INSTRUCTIONS FOR UNIMPROVED
REAL PROPERTY LOCATED AT CORNER OF CLAY AVENUE AND
MAIN STREET (APN 111-150-25) —HOLLY-SEACLIFF PROJECT AREA
Statement of Issue,Funding Source,Recommended Action,Alternative Action(s),Analysis,Environmental Status,Attachment(s)
Statement of Issue: Approve real estate purchase agreements and authorization to open
escrows for the acquisition of unimproved real property located at corner of Clay Avenue and
Main Street (APN 111-150-25), as part of the Holly-Seacliff Project.
Funding Source: PLC Land Acquisition Account No. E-CF-CD-239-6-10-00 in the amount
of$11,200.00.
Recommended Action:
(1) Approve Sample Agreement for Purchase and Sale of Real Property and Escrow
Instructions and authorize Mayor and City Clerk, on behalf of the City of Huntington
Beach, to sign and attest to said agreement when prepared in final form and as
approved as to form by the City Attorney; with the 11 th and 12th persons (out of a
total of 12 people)'who own undivided interests in this property; and
(2) Authorize City staff to open two escrows, at First American Title Company in Santa
Ana, to consummate the acquisition of the interests of these two persons.
Alternative Action(s):
Do not authorize the real estate purchase agreements and open escrows.
Analysis: In August of 1998, attorney Robert J. Wheeler was hired as Special Counsel
to acquire all outstanding interests in the unimproved property at the intersection of Clay
Avenue and Main Street (APN 111-150-25). Acquisition of this parcel is part of the Holly-
Seacliff Project. The vast majority of the land area of this parcel will be used for the
construction of the extension of Gothard Street. q
Twelve different people, most of whom live in other parts of the country, own
undivided interests in this parcel. The City appraised the parcel at $224,000.00. Prior
to March of this year, Mr. Wheeler was able to find 10 of the 12 owners. Nine of these
people [(1) Patricia H. Denslow; (2) Vernon L. Obarr; (3) Jane L. Ransford; (4) Robert B.
Lindley; (5) Daniel C. Lindley; (6) Bayard Thomas Lindley, Jr.; (7) Catherine Anne
Lindley; (8)Vera M. Gardner; and (9) James C. Gardner] agreed to sell their undivided
interests in the property to the City, at the City's appraised value, and signed and
returned to Mr. Wheeler their signed real estate sales/escrow agreements. The
interests of these nine sellers comprise 75% of the total ownership interests.
On March 15, 1999, the City Council, by a 6-0 vote (Councilmember Julien being
absent), taking action on the staff report recommendations of the City Attorney: (a)
authorized the Mayor and City Clerk, on behalf of the City, to sign and attest the real
estate sales agreements with these nine persons; and (b) authorized City staff to open
escrows at First American Title Company in Santa Ana, to consummate the acquisition
of the interests of these nine persons.
.Subsequent to March of this year, the City has formally acquired the interests of
seven of these nine sellers. Only two escrows still remain open (with sellers Vera M.
Gardner and James C. Gardner), but they should close shortly. No problems are
anticipated in closing these two escrows.
The tenth owner (as to an undivided 20% interest in the property) is Barbara J.
Atkinson, as executrix of the estate of her late mother Barbara Bomann. Ms. Atkinson
did not accept the City's purchase offers and so, on February 2, 1999, the City filed a
condemnation action in the Orange County Superior Court to acquire this interest. On
the same day, Ms. Atkinson filed an inverse condemnation action against the City. Both
of these lawsuits are presently pending in court and were recently consolidated by the
judge to whom both cases had been assigned.
Approximately one month ago, after over a year of searching, Mr. Wheeler was
able to find the 11 to and 12th owners (Barbara Diane Anthony and Steven Kent
Anthony). Both of these people own undivided 2 '/2% interests in the property. Both of
them accepted the City's offer ($5,600.00 for each person), at the City's appraised
value, and have returned to Mr. Wheeler their signed real estate sales/escrow
agreements. Escrows now need to be opened to acquire the interests of these two
remaining sellers.
A sample real estate sale/escrow agreement is attached to this memorandum.
Attachments :
DescriptionCity Clerk's
Page Number No.
1 Sample Agreement for Purchase and Sale of Real Property and
Escrow Instructions
i'
P «F
r-
AGREEMENT FOR PURCHASE AND SALE
OF REAL PROPERTY AND ESCROW INSTRUCTIONS
Escrow No.
Date of Opening of Escrow:
,1999
To: First American Title Insurance Company
("Escrow Holder")
Attention:
Escrow Officer
Telephone: (714)
THIS AGREEMENT FOR PURCHASE AND SALE OF REAL PROPERTY AND
ESCROW INSTRUCTIONS (this "Agreement") is made this day of
1999, by and between THE CITY OF HUNTINGTON BEACH, a municipal corporation
("Buyer"), and. ("Seller").
RECITALS:
A. Seller is the owner of an undivided th interest in that certain unimproved
parcel of real property located in the City of Huntington Beach, County of Orange, State of
California (the "Property"), legally described as follows:
Lot 22 in Block B of Garfield Street Addition to Huntington Beach, as
shown on a map recorded in Book 7, Pages 27 and 28 of
Miscellaneous Maps, Records of Orange County, California.
B. Prior to the execution of this Agreement, Seller accepted Buyer's written offer to
acquire Seller's undivided interest in the Property for the purposes of constructing and
maintaining certain streets, roadways, sidewalks and other improvements ("Project).
NOW, THEREFORE, the parties to this Agreement agree to transfer fee simple title to
Seller's undivided interest in the Property, from Seller to Buyer, in accordance with the following
terms and conditions:
1
wheel er/agree/master/03/08/99
SAMPLE
r
i .
ARTICLE I
TERMS AND CONDITIONS
1.1 Purchase and Sale of Seller's Undivided Interest in the Property. In its written
settlement offer, Buyer represented to Seller that, according to Buyer's calculations, Seller owned
an undivided th interest in the Property. However it is the mutual intent of the parties that,
pursuant to the terms of this Agreement, Seller conveys to Buyer, and Buyer acquires from
Seller, in fee simple, title to all interest Buyer may have had or currently holds and owns in the
Property.
1.2 Opening of Escrow. Within ten (10) business days after the execution of this
Agreement by Seller and Buyer, the parties shall open an escrow ("Escrow") with the Escrow
Holder by causing an executed copy of this Agreement to be deposited with Escrow Holder.
Escrow shall be deemed open on the date that Buyer delivers a fully executed Agreement to
Escrow Holder.
1.3 Payment of Purchase Price.
(a) Amount of Purchase Price. The purchase price for the conveyance and
transfer of Seller's undivided interest in the Property to Buyer shall be
(S ) ("Purchase Price").
(b) Payment of Purchase Price. The Purchase Price shall be deposited by
Buyer into Escrow within fifteen (15) business days following the opening of Escrow. Buyer
shall deposit the Purchase Price with Escrow Holder in "good funds" payable to Seller at the time
of closing. "Good funds" shall mean a wire transfer of funds, cashier's or certified check drawn
on or issued by the offices of a financial institution located in the State of California, check from
the City of Huntington Beach, or cash.
(c) Interests Conveyed. It is understood and agreed by and between Buyer
and Seller that the Purchase Price set forth above is paid as full and final consideration of all of
the following:
(i) A fee simple interest in and to the Property, for the purposes of the
construction, operation, and maintenance of a public roadway thereon, including all
uses incident to the use of the Property as a public right of way, including but not
limited to the placement of utilities on or over the Property, accessways for vehicular
and pedestrian access, bus bays, signage, curbs, gutters, drainage facilities, traffic
control devices or other roadway improvements; and
2
wheeler/agree/master/03/08/99
SAMPLE
(ii) All improvements, structures, landscaping, paving and any appurtenances
to the Property, including but not limited to any oil production facilities located on the
Property.
(d) Other Interests Included. Payment of the Purchase Price by Buyer to
Seller represents total just compensation for Buyer's acquisition of Seller's undivided interest'in
the Property, all damages for.lost oil production or other economic damages due to interruptions
of sewer, water, and electrical utility services, precondemnation damages, interest, attorney's fees
or other litigation expenses, and any and all items of compensation or damage arising out of the
planning, negotiation, and acquisition by the Buyer of Seller's undivided interest in the Property.
1.4 Additional Funds and Documents Required from Buyer and Seller.
(a) Buyer. Before 12:00 noon on the date preceding the Closing Date, Buyer
shall deposit with Escrow Holder all additional funds and/or documents (executed and
acknowledged, if appropriate) which are necessary to close escrow and otherwise comply with
the terms of this Agreement.
(b) Seller. Within twenty(20) business days following the date that Escrow is
opened hereunder, Seller will deposit with Escrow Holder an executed Grant Deed ("Grant
Deed") conveying a fee simple title to Seller's undivided interest in the Property, together with
such funds and other items and instruments as may be necessary in order for the Escrow Holder
to comply with this Agreement. Escrow Holder shall submit the executed Grant Deed to Buyer
for review and acceptance, as may be required to put the Grant Deed in recordable form,
whereupon Buyer shall immediately submit the Grant Deed, with the acceptance, to Escrow
Holder pending Close of Escrow-
1.5 Closing Date; Time of Essence.
(a) Closing Date. Unless otherwise terminated by Buyer as provided below,
Escrow shall close within sixty (60) days from the date Escrow is opened. The terms "the Close
of Escrow", and/or the "Closing" as used herein shall mean the time Seller's Grant Deed is filed
for recording by the Escrow Holder in the Office of the County Recorder of Orange County,
California, the Title Company has issued the Title Policy provided for in subsection (c) below,
all closing costs and other costs are paid in full, and all disbursements of any remaining funds in
Escrow, or other disbursements as may be required to close Escrow, are made by Escrow Holder
to the appropriate parties.
(b) Time of Essence. Buyer and Seller specifically understand and agree that
time is of the essence and Buyer and Sellers specifically agree to strictly comply and perform
their obligations herein in the time and manner specified, and waive any and all rights to claim
such compliance by mere substantial compliance with the terms of this Agreement. The time for
Closing may be extended, but only by way of a writing signed by all parties.
3
wheel er/agree/master/03/08/99
SAMPLE
(c) Title Policy. Upon Seller's deposit of the Grant Deed in favor of Buyer in
recordable condition covering Seller's undivided interest in the Property, and prior to Close of
Escrow, Escrow Holder shall cause to be issued and delivered to Buyer as of the Closing a
C.L.T.A. standard coverage policy of title insurance ("Title Policy") issued by First American
Title Insurance Company ("Title Company"), with liability in the amount of the.Purchase Price,
covering the Property and reflecting the fee simple title to Seller's undivided interest in the
Property in favor of Buyer free of encumbrances; except:
(i) The standard printed exceptions and exclusions contained in the CLTA
form policy; and
(ii) Any exceptions created by or consented to in writing by Buyer,
including without limitation,any exceptions arising by reason of Buyer's.filing of an
eminent domain action, or securing of an order for possession of or entry on the
Property.
1.6 Conditions Precedent To Close Of Escrow.
(a) Conditions to Buyer's Obligations. The obligations of Buyer under this
Agreement shall be subject to the satisfaction or written waiver, in whole or in part, by Buyer of
each of the following conditions precedent:
(i) Issuance by Title Company of the Title Policy reflecting a fee simple title
to Seller's undivided interest in the Property granted to Buyer.
(ii) Deposit by Seller of all instruments and funds provided for in this
Agreement, necessary to the Closing.
(b) Conditions to Seller's Obligations - The obligations of the Seller under this
Agreement shall be subject to the satisfaction or written waiver, in whole or in part, by the Seller
of each of the following conditions precedent:
(i) Delivery by Buyer of all instruments and funds provided for in this
Agreement necessary to the Closing.
1.7 Escrow Provisions.
(a) Escrow Instructions. This Agreement, when signed by Buyer and Seller,
shall also constitute escrow instructions to Escrow Holder. If required by Escrow Holder, Buyer
and, Seller agree to execute Escrow Holder's standard escrow instructions, provided that the
same are consistent with and do not conflict with the provisions of this Agreement. In the event
of any such conflict, the provisions of this Agreement shall prevail.
4
wheel er/agree/master/03/08/99
SAMPLE
(b) General Escrow Provisions. Upon Close of Escrow, Escrow Holder shall
deliver the Title Policy to Buyer and instruct the County Recorder of Orange County, California
to mail the recorded Grant Deed, to Buyer at the address set forth in Section 3.2 after
recordation. All funds received in this Escrow shall be deposited in one or more general escrow
accounts of the Escrow Holder with any bank doing business in Orange County, California, and
may be disbursed to any other general escrow account or accounts. All disbursements shall be
made by Escrow Holder's check.
1.8 Amendments and Counterparts. This Agreement and any modifications,
amendments, or supplements thereto may be executed in counterparts and shall be valid and
binding as if all of the parties' signatures were on one document.
1.9 Payment of Costs. Buyer shall pay Buyer's and Seller's Escrow fees, any
premium charges for the Title Policy, the charge for drawing the Grant Deed, and the charges for
recording the Grant Deed. Clearing of all existing encumbrances,judgments, or liens, including
any fees or charges incurred, shall be the sole responsibility of Seller.
1.10 Termination and Cancellation of Escrow. If Escrow fails to close as provided
above, any party who then shall have fully complied with their instructions and met their
conditions to Close of Escrow may, in writing, demand of Escrow Holder the return of their
money, documents, instruments, or property deposited into escrow. If no party has so complied,
no demand for return of any money, documents, instruments, or property will be recognized by
Escrow Holder until five (5) business days after Escrow Holder has mailed written notice of such
demand to all other parties at their respective addresses shown in these instructions, and if any
party raises any objection to such return, Escrow Holder is authorized to hold all such money,
documents, instruments, or property until instructed by a court of competent jurisdiction or joint
instruction of the parties.
1.11 Brokera.Re Commissions. Seller represents to Buyer that no third party is owed
any payment or commissions as a result of the transfer of the property interests provided
hereunder, and Seller indemnities and holds the Buyer harmless from and against all liabilities,
costs, damages and expenses, including, without limitation, attorneys' fees, resulting from any
claims of fees or commissions.
1.12 Hazardous Substances Disclosure. The Property, and Seller's undivided interest
therein, are subject to a disclosure as designated under Section 25359.7 of the California Health
& Safety Code (as may be amended); whereby a Seller is required to disclose the presence of any
hazardous substances that have come to be located on or beneath the property before Close of
Escrow. It is understood and agreed between Buyer and Seller that closing of this escrow is
subject to and contingent upon receipt and approval of said Disclosure Statement by Buyer, and
5
wheeler/2gree/master/03/08/99
SAMPLE
that Buyer may, in its sole discretion, cancel this escrow as a result of the information provided
in said Disclosure Statement, or as a result of subsequent information provided by Seller to
Buyer concerning Contamination on the Property, without any further liability of Buyer to Seller.
Review and approval of the Disclosure Statement shall not be unreasonably withheld or delayed
by Buyer.
1.13 Contamination Defined. The term "Contamination" as used in this.Agreement
shall mean and refer to any environmental.contamination of any type or nature including but.not
limited to the following substances, whether in the soil, air, surface water, perched water or
groundwater, or in any other medium: any "hazardous substance„ as defined. under Title 42
U.S.C. Section 9601 (14) or under California Health & Safety Code Section 25281 (g); any
"hazardous waste, as defined under Title 42 U.S.C. Section 6903(5) and.under.California Health
& Safety Code Section 25117; any "hazardous substance„ as defined under California Health &
Safety Code Sections 25281 and 25316; any "hazardous material" as defined under California
Health & Safety Code Section 25260 (e) ; any chemical listed pursuant to California Health &
Safety Code Section 25249.8; any petroleum hydrocarbon material or petroleum byproduct,
refined and unrefined, including but not limited to any crude oil-or any fraction.thereof, and any
additive to any refined petroleum product, as well as any asbestos or asbestos containing
material.
1.14 Buyer Reservation of Rights. Buyer expressly. reserves all rights and remedies
under the law against Seller and any prior owner, operator or other responsible party to seek
damages, injunctive relief or other remedies in connection with any investigation, remediation,
or other obligations Buyer incurs or may incur as a result of Contamination (other than the levels
of contamination currently known by Buyer to exist on or in the Property) potentially existing
on, in, or under the Property, including but not limited to any action under CERCLA (42 U.S.C.
§§ 9601, et seq.), RCRA (42 U.S.C. §§ 6901 et seq.), the California Hazardous Substance
Account Act (California Health & Safety Code §§ 25300 et seq.) , the Hazardous Waste Control
Law (California Health & Safety Code 25100, et seq.), the Porter Cologne Act (California Water
Code 13000, et seq.) , California Health & Safety Code §§ 25280, et seq. and 33459 et seq.,
California Civil Code §850 et seq., California Civil Code §§ 3479 and 3480 et seq. and other
common laws of the State.
1.15 Disclosure of Test Results on Contamination to Buffer. Seller shall disclose any
and all lab results, test results and any and all other information concerning the assessment,
investigation, monitoring, removal and/or remediation of Contamination on or from the Property
to Buyer, in writing, within two (2) days of his or her receipt of such information. The
disclosure of this information is in accordance with and a part of the disclosure obligations of
said Seller under the above Section 1.12, the Hazardous Substances Disclosure obligation.
6
wheeler/agree/master/03/08/99
SAMPLE
1.16 Buyer's Written Purchase Offer. To the extent not inconsistent herewith, the
terms of Buyer's written purchase offer to Seller, dated October 26, 1998, are incorporated herein
by reference into this Agreement.
ARTICLE II
REPRESENTATIONS AND WARRANTIES
2.1 Repayment of Purchase Price Deposit to Buffer. In the event Escrow does not
close, for whatever reason, and Buyer does not acquire Seller's undivided interest in the Property
as provided for in this Agreement, any and all amounts deposited into Escrow as the Purchase
Price by Buyer and all other amounts deposited into Escrow by .Buyer shall be returned by
Escrow Holder, less costs incurred by Escrow Holder, to Buyer.
2.2 Possession. Possession of the Property shall be delivered to Buyer at of Close of
-Escrow. Pending Close of Escrow, Seller grants to Buyer and Buyer's Contractor-a.right of entry
on the Property, for the purposes of coming onto such Property and effectuating the construction
.. of the public right of way improvements, utilities, and other improvements contemplated thereon
as part of Buyer's implementation of its public roadway improvement project.
ARTICLE III
MISCELLANEOUS
3.1 Attorneys s Fees. In any action between the parties hereto, seeking enforcement of
any of the terms and provisions of this Agreement or the Escrow, �or in connection with the
Property, the prevailing party in such action shall be entitled to and recover from the other party,
its reasonable attorney's fees and other reasonable expenses in connection with such action or
proceeding, in addition to its recoverable court costs.
3.2 Notices. Any notice which either party may desire to give to the other party or to
the Escrow Holder must be in writing and may be given by personal delivery or by mailing the
same by registered or certified mail, return receipt requested, postage prepaid, to the party to
whom the notice is directed at the address of such party hereinafter set forth, or such other
address and to such other persons as the parties may hereafter designate:
To Buyer: Robert J. Wheeler, Special Counsel,
Office of City Attorney
City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
7
wheeler/agree/master/03/08/99
SAMPLE
Copy to: Mr. Bill Holman
PLC Land Company
23 Corporate Plaza, Suite 250 Newport Beach,
California 92660
To Seller:
r
To Escrow Holder First American Title-Insurance Company
114 East Fifth Street (P.O. Box 267)
Santa Ana, CA 92702
Attention:
Escrow Officer
Any notice given by mail shall be deemed received forty-eight (48)hours after such notice is
deposited in the United States mail;addressed as provided above, with postage fully prepaid.
3.3 Interpretation: Goveming Law. This Agreement shall .be construed according to
its fair meaning and as if prepared equally by all parties hereto. This Agreement shall be
construed in accordance with the laws of the State of California in-effect at the time of the
execution of this Agreement. Any action brought in connection with this Agreement shall be
brought in a court of competent jurisdiction located in Orange County, California. Titles and
captions are for convenience only and shall not constitute a portion of this Agreement. As used
in this Agreement, masculine, feminine or neuter gender and the singular or plural number shall
each be deemed to include the others wherever and whenever the context so dictates.
3.4 No Waiver. No delay or omission by either party hereto in exercising any right or
power accruing upon the compliance or failure of performance by the other party hereto under
the provisions of this Agreement shall impair any such right or power or be construed to be a
waiver thereof. A waiver by either party hereto of a breach of any of the covenants, conditions
or agreements hereof to be performed by the other party shall not be construed as a waiver of any
succeeding breach of the same or other covenants, agreements, restrictions or conditions hereof.
3.5 Modifications. Any alteration, change or modification of or to this Agreement, in
order to become effective, shall be made by written instrument or endorsement thereon and in
each such instance executed on behalf of each party hereto.
8
wheeler/agree/master/03/08/99
SAMPLE
r=
3.6 Severability. If any term, provision, condition or covenant of this Agreement or
the application thereof to any party or circumstances shall, to any extent, be held invalid or
unenforceable, the remainder of this instrument, or the application of such term, provision,
condition or covenant to persons or:circumstances other.than those as to whom or which it is
held invalid or unenforceable,.shall.not.be:affected thereby, and each-term and provision.of this
Agreement shall.be valid and enforceable to the.fullest extent permitted by law.
3.7 . Merger of Prior Aueements- and Understandings. This-.Agreement and other
documents incorporated:herein.by reference contain the entire understanding--between the parties
relating to the transaction contemplated hereby and all prior. or contemporaneous agreements,
understandings, representations and statements, oral or written, are merged herein and shall be of
no further force or effect.
3.8 . Covenants to Survive .Escrow. The covenants and'agreements contained herein
shall survive the Close of Escrow shall.be binding upon and inure to the benefit of the parties
hereto and their representatives, heirs, successors and assigns.
3.9 I.R.S.- Form "W-9".. It is further..understood and agreed by-Seller-that closing of
this escrow is subject to and contingent upon Seller executing-an.Internal Revenue Service Form
W-911 and 1099-S Form, and depositing same with Escrow Holder no later than one (1) day
prior to the Close of Escrow.
3.10 Notice of Tax Withholding Requirements. It is further understood and agreed by
Buyer and Seller that closing of this escrow is subject to and contingent upon Seller executing a
"Transferor's Affidavit of Non-Foreign Status" and California Form 590 (Withholding
Exemption Certificate) and depositing a copy of same with Escrow Holder no later than one (1)
day prior to the Close of Escrow. In the event Sellers cannot execute the above-referenced
Transferor's Affidavit or California Form 590, Seller shall provide written instructions to Buyer.
REST OF PAGE NOT USED
9
wheel er/agree/master`03/08/99
SAMPLE
3.11 Counterparts. This Agreement and any modifications, amendments, or
supplements thereto may be executed in counterparts and shall be valid and binding as if the
signatures of all of the parties were on one document.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement of Purchase
and Sale of Real Property and Escrow Instructions as of the date first above written.
"SELLER"
Dated:
"BUYER"
CITY OF HUNTINGTON BEACH,
Dated: By:
Mayor
ATTEST:
By:
City Clerk
APPROVED AS TO FORM:
Robert J. Wheeler, Special Counsel
Office of City Attorney
City of Huntington Beach
to
wheeler/agree/master/11/29/99
Council/Agency Meeting Held:
Deferred/Continued to:
A proved Conditalienionally Appr ved ❑ Denied Clerk's Signature
Council Meeting Date: March 15, 1999 Department ID Number:
CITY OF HUNTINGTON BEACH
REQUEST FOR COUNCIL ACTION
SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS
SUBMITTED BY: GAIL HUTTON, City Attorney f� �1,13
PREPARED BY: GAIL HUTTON, City Attorney
SUBJECT: APPROVE REAL ESTATE PURCHASE AGREEMENTS FOR
UNIMPROVED REAL PROPERTY LOCATED AT CORNER OF CLAY
AVENUE AND MAIN STREET (APN 111-150-25)
Statement of Issue,Funding Source,Recommended Action,Alternative Action(s),Analysis,Environmental Status,Attachment(s)
Statement of Issue: Approve real estate purchase agreements and authorization to open
an escrow for the acquisition of unimproved real property located at corner of Clay Avenue
and Main Street (APN 111-150-25), as part of the Holly-Seacliff Project.
Funding Source: Acquisition Account No. E-CF-CD-239-6-10-00
Recommended Action:
(1) Authorize Mayor and City Clerk, on behalf of the City of Huntington Beach, to sign
and attest the real estate purchase agreements with 9 of the 12 persons who own
undivided interests in this property; and
(2) Authorize City staff to open an escrow, at First American Title Company in Santa
Ana, to consummate the acquisition of the interests of these nine persons.
Alternative Action(s):
Do not authorize the real estate purchase agreements and open escrow.
RIQUEST FOR COUNCIL ACTION
MEETING DATE: March 15, 1999 DEPARTMENT ID NUMBER:
Analysis: In August of 1998, attorney Robert J. Wheeler was hired as Special
Counsel to acquire all outstanding interests in the unimproved property at the intersection of
Clay Avenue and Main Street (APN .111-150-25). Acquisition of this parcel is part of the
Holly-Seacliff Project. The vast majority of the land area of this parcel will be used for the
construction of the extension of Gothard Street.
Twelve different people, many of whom live in other parts of the country, own
undivided interests in this parcel. The City appraised the parcel at $224,000.00. The
following nine owners have agreed to sell their undivided interests in the property to the City,
at the City's appraised value, and have signed and returned to Mr. Wheeler their signed real
estate sales/escrow agreements: (1) Patricia H. Denslow; (2) Vernon Obarr; (3) Jane
Ransford; (4) Robert Lindley; (5) Daniel C. Lindley; (6) Bayard T. Lindley, Jr.; (7)
Catherine A. Lindley (8) Vera Gardner; and (9) James C. Gardner. The interests of these 9
people comprise 65% of the total ownership interests.
On February 2, 1998, the City filed a condemnation complaint in the Orange County
Superior Court to acquire the interests of the three remaining owners (Barbara J. Atkinson,
Steven Kent Anthony and Barbara Diane Anthony). Ms. Atkinson did not accept the City's
purchase offer and Mr. Wheeler was not able to find the other two owners. This
condemnation action is presently pending.
Environmental Status:
Attachment(s):
City Clerk's
Page Number No. Description
lip I
1 Agreement for Purchase and Sale of Real Property and Escrow
Instructions
RCA Author:
06-CLAY -2- 03/08/99 11:50 AM
ATTACHMENT # 1
AGREEMENT FOR PURCHASE AND SALE
OF REAL PROPERTY AND ESCROW INSTRUCTIONS
Escrow No.
Date of Opening of Escrow:
,1999
To: First American Title Insurance Company
("Escrow Holder")
Attention:
Escrow Officer
Telephone: (714)
THIS AGREEMENT FOR PURCHASE AND SALE OF REAL PROPERTY AND
ESCROW INSTRUCTIONS (this "Agreement") is made this day of
1999, by and between THE CITY OF HUNTINGTON BEACH, a municipal corporation
("Buyer"), and ROBERT B. LINDLEY ("Seller").
RECITALS:
A. Seller is the owner of an undivided 4/30th interest in that certain unimproved
parcel of real property located in the City of Huntington Beach, County of Orange, State of
California(the "Property"), legally described as follows:
Lot 22 in Block B of Garfield Street Addition to Huntington Beach, as
shown on a map recorded in Book 7, Pages 27 and 28 of
Miscellaneous Maps, Records of Orange County, California.
B. Prior to the execution of this Agreement, Seller accepted Buyer's written offer to
acquire Seller's undivided interest in the Property for the purposes of constructing and
maintaining certain streets, roadways, sidewalks and other improvements ("Project).
NOW, THEREFORE, the parties to this Agreement agree to transfer fee simple title to
Seller's undivided interest in the Property, from Seller to Buyer, in accordance with the following
terms and conditions:
1
wheeler/agree/master/03/08/99
c
SAMPLE
ARTICLE I
TERMS AND CONDITIONS
1.1 Purchase and Sale of Seller's Undivided Interest in the Property. In its written
settlement offer, Buyer represented to Seller that, according to Buyer's calculations, Seller owned
an undivided 4/30th interest in the Property. However it is the mutual intent of the parties that,
pursuant to the terms of this Agreement, Seller conveys to Buyer, and Buyer acquires from
Seller, in fee simple, title to all interest Buyer may have had or currently holds and owns in the
Property.
1.2 Opening of Escrow. Within ten (10) business days after the execution of this
Agreement by Seller and Buyer, the parties shall open an escrow ("Escrow") with the Escrow
Holder by causing an executed copy of this Agreement to be deposited with Escrow Holder.
Escrow shall be deemed open on the date that Buyer delivers a fully executed Agreement to
Escrow Holder.
1.3 Payment of Purchase Price.
(a) Amount of Purchase Price. The purchase price for the conveyance and
transfer of Seller's undivided interest in the Property to Buyer shall be Twenty-Nine Thousand
Eight Hundred and Sixty-Six Dollars ($29,866.00) ("Purchase Price").
(b) Payment of Purchase Price. The Purchase Price shall be deposited by
Buyer into Escrow within fifteen (15) business days following the opening.of Escrow. Buyer
shall deposit the Purchase Price with Escrow Holder in "good funds" payable to Seller at the time
of closing. "Good funds" shall mean a wire transfer of funds, cashier's or certified check drawn
on or issued by the offices of a financial institution located in the State of California, check from
the City of Huntington Beach, or cash.
(c) Interests Conveyed. It is understood and agreed by and between Buyer
and Seller that the Purchase Price set forth above is paid as full and final consideration of all of
the following:
(i) A fee simple interest in and to the Property, for the purposes of the
construction, operation, and maintenance of a public roadway thereon, including all
uses incident to the use of the Property as a public right of way, including but not
limited to the placement of utilities on or over the Property, accessways for vehicular
and pedestrian access, bus bays, signage, curbs, gutters, drainage facilities, traffic
control devices or other roadway improvements; and
2
wheeler/agree/master/03/08/99
SAMPLE
(ii) All improvements, structures, landscaping,paving and any appurtenances
to the Property, including but not limited to any oil production facilities located on the
Property.
(d) Other Interests Included. Payment of the Purchase Price by Buyer to
Seller represents total just compensation for Buyer's acquisition of Seller's undivided interest in
the Property, all damages for lost oil production or other economic damages due to interruptions
of sewer, water, and electrical utility services, precondemnation damages, interest, attorney's fees
or other litigation expenses, and any and all items of compensation or damage arising out of the
planning, negotiation, and acquisition by the Buyer of Seller's undivided interest in the Property.
1.4 Additional Funds and Documents Required from Buyer and Seller.
(a) Buyer. Before 12:00 noon on the date preceding the Closing Date, Buyer
shall deposit with Escrow Holder all additional funds and/or documents (executed and
acknowledged, if appropriate) which are necessary to close escrow and otherwise comply with
the terms of this Agreement.
(b) Seller. Within twenty(20) business days following the date that Escrow is
opened hereunder, Seller will deposit with Escrow Holder an executed Grant Deed ("Grant
Deed") conveying a fee simple title to Seller's undivided interest in the Property, together with
such funds and other items and instruments as may be necessary in order for the Escrow Holder
to comply with this Agreement. Escrow Holder shall submit the executed Grant Deed to Buyer
for review and acceptance, as may be required to put the Grant Deed in recordable form,
whereupon Buyer shall immediately submit the Grant Deed, with the acceptance, to Escrow
Holder pending Close of Escrow-
1.5 Closing Date; Time of Essence.
(a) Closing Date. Unless otherwise terminated by Buyer as provided below,
Escrow shall close within sixty (60) days from the date Escrow is opened. The terms "the Close
of Escrow", and/or the "Closing" as used herein shall mean the time Seller's Grant Deed is filed
for recording by the Escrow Holder in the Office of the County Recorder of Orange County,
California, the Title Company has issued the Title Policy provided for in subsection (c) below,
all closing costs and other costs are paid in full, and all disbursements of any remaining funds in
Escrow, or other disbursements as may be required to close Escrow, are made by Escrow Holder
to the appropriate parties.
(b) Time of Essence. Buyer and Seller specifically understand and agree that
time is of the essence and Buyer and Sellers specifically agree to strictly comply and perform
their obligations herein in the time and manner specified, and waive any and all rights to claim
such compliance by mere substantial compliance with the terms of this Agreement. The time for
Closing may be extended, but only by way of a writing signed by all parties.
3
wheeler/agree/master/03/08/99
SAMPLE
(c) Title Policy. Upon Seller's deposit of the Grant Deed in favor of Buyer in
recordable condition covering Seller's undivided interest in the Property, and prior to Close of
Escrow, Escrow Holder shall cause to be issued and delivered to Buyer as of the Closing a
C.L.T.A. standard coverage policy of title insurance ("Title Policy") issued by First American
Title Insurance Company ("Title Company"), with liability in the amount of the Purchase Price,
covering the Property and reflecting the fee simple title to Seller's undivided interest in the
Property in favor of Buyer free of encumbrances; except:
(i) The standard printed exceptions and exclusions contained in the CLTA
form policy; and
(ii) Any exceptions created by or consented to in writing by Buyer,
including without limitation, any exceptions arising by reason of Buyer's filing of an
eminent domain action, or securing of an order for possession of or entry on the
Property.
1.6 Conditions Precedent To Close Of Escrow.
(a) Conditions to Buyer's Obligations. The obligations of Buyer under this
Agreement shall be subject to the satisfaction or written waiver, in whole or in part, by Buyer of
each of the following conditions precedent:
(i) Issuance by Title Company of the Title Policy reflecting a fee simple title
to Seller's undivided interest in the Property granted to Buyer.
(ii) Deposit by Seller of all instruments and funds provided for in this
Agreement, necessary to the Closing.
(b) Conditions to Seller's Obligations - The obligations of the Seller under this
Agreement shall be subject to the satisfaction or written waiver, in whole or in part, by the Seller
of each of the following conditions precedent:
(i) Delivery by Buyer of all instruments and funds provided for in this
Agreement necessary to the Closing.
1.7 Escrow Provisions.
(a) Escrow Instructions. This Agreement, when signed by Buyer and Seller,
shall also constitute escrow instructions to Escrow Holder. If required by Escrow Holder, Buyer
and, Seller agree to execute Escrow Holder's standard escrow instructions, provided that the
same are consistent with and do not conflict with the provisions of this Agreement. In the event
of any such conflict, the provisions of this Agreement shall prevail.
4
wheeler/agree/master/03/08/99
SAMPLE
(b) General Escrow Provisions. Upon Close of Escrow, Escrow Holder shall
deliver the Title Policy to Buyer and instruct the County Recorder of Orange County, California
to mail the recorded Grant Deed, to Buyer at the address set forth in Section 3.2 after
recordation. All funds received in this Escrow shall be deposited in one or more general escrow
accounts of the Escrow Holder with any bank doing business in Orange County, California, and
may be disbursed to any other general escrow account or accounts. All disbursements shall be
made by Escrow Holder's check.
1.8 Amendments and Counterparts. This Agreement and any modifications,
amendments, or supplements thereto may be executed in counterparts and shall be valid and
binding as if all of the parties' signatures were on one document.
1.9 Payment of Costs. Buyer shall pay Buyer's and Seller's Escrow fees, any
premium charges for the Title Policy, the charge for drawing the Grant Deed, and the charges for
recording the Grant Deed. Clearing of all existing encumbrances,judgments, or liens, including
any fees or charges incurred, shall be the sole responsibility of Seller but only to the extent of
$200.00.
1.10 Termination and Cancellation of Escrow. If Escrow fails to close as provided
above, any party who then shall have fully complied with their instructions and met their
conditions to Close of Escrow may, in writing, demand of Escrow Holder the return of their
money, documents, instruments, or property deposited into escrow. If no party has so complied,
no demand for return of any money, documents, instruments, or property will be recognized by
Escrow Holder until five (5)business days after Escrow Holder has mailed written notice of such
demand to all other parties at their respective addresses shown in these instructions, and if any
party raises any objection to such return, Escrow Holder is authorized to hold all such money,
documents, instruments, or property until instructed by a court of competent jurisdiction or joint
instruction of the parties.
1.11 Brokerage Commissions. Seller represents to Buyer that no third party is owed
any payment or commissions as a result of the transfer of the property interests provided
hereunder, and Seller indemnities and holds the Buyer harmless from and against all liabilities,
costs, damages and expenses, including, without limitation, attorneys' fees, resulting from any
claims of fees or commissions.
1.12 Hazardous Substances Disclosure. The Property, and Seller's undivided interest
therein, are subject to a disclosure as designated under Section 25359.7 of the California Health
& Safety Code (as may be amended); whereby a Seller is required to disclose the presence of any
hazardous substances that have come to be located on or beneath the property before Close of
Escrow. It is understood and agreed between Buyer and Seller that closing of this escrow is
subject to and contingent upon receipt and approval of said Disclosure Statement by Buyer, and
5
wheeler/agree/master/03/08/99
SAMPLE
that Buyer may, in its sole discretion, cancel this escrow as a result of the information provided
in said Disclosure Statement, or as a result of subsequent information provided by Seller to
Buyer concerning Contamination on the Property, without any further liability of Buyer to Seller.
Review and approval of the Disclosure Statement shall not be unreasonably withheld or delayed
by Buyer.
1.13 Contamination Defined. The term "Contamination" as used in this Agreement
shall mean and refer to any environmental contamination of any type or nature including but not
limited to the following substances, whether in the soil, air, surface water, perched water or
groundwater, or in any other medium: any "hazardous substance„ as defined under Title 42
U.S.C. Section 9601 (14) or under California Health & Safety Code Section 25281 (g); any
"hazardous waste, as defined under Title 42 U.S.C. Section 6903(5) and under California Health
& Safety Code Section 25117; any "hazardous substance„ as defined under California Health &
Safety Code Sections 25281 and 25316; any "hazardous material" as defined under California
Health & Safety Code Section 25260 (e) ; any chemical listed pursuant to California Health &
Safety Code Section 25249.8; any petroleum hydrocarbon material or petroleum byproduct,
refined and unrefined, including but not limited to any crude oil or any fraction thereof, and any
additive to any refined petroleum product, as well as any asbestos or asbestos containing
material.
1.14 Buyer Reservation of Rights. Buyer expressly reserves all rights and remedies
under the law against Seller and any prior owner, operator or other responsible party to seek
damages, injunctive relief or other remedies in connection with any investigation, remediation,
or other obligations Buyer incurs or may incur as a result of Contamination (other than the levels
of contamination currently known by Buyer to exist on or in the Property) potentially existing
on, in, or under the Property, including but not limited to any action under CERCLA (42 U.S.C.
§§ 960.1, et seq.), RCRA (42 U.S.C. §§ 6901 et seq.), the California Hazardous Substance
Account Act (California Health & Safety Code §§ 25300 et seq.) , the Hazardous Waste Control
Law (California Health & Safety Code 25100, et seq.), the Porter Cologne Act (California Water
Code 13000, et seq.) , California Health & Safety Code §§ 25280, et seq. and 33459 et seq.,
California Civil Code §850 et seq., California Civil Code §§ 3479 and 3480 et seq. and other
common laws of the State.
1.15 Disclosure of Test Results on Contamination to Buyer. Seller shall disclose any
and all lab results, test results and any and all other information concerning the assessment,
investigation, monitoring, removal and/or remediation of Contamination on or from the Property
to Buyer, in writing, within two (2) days of his or her receipt of such information. The
disclosure of this information is in accordance with and a part of the disclosure obligations of
said Seller under the above Section 1.12, the Hazardous Substances Disclosure obligation.
6
wheeler/agree/master/03/08/99
SAMPLE
1.16 Buyer's Written Purchase Offer. To the extent not inconsistent herewith, the
terms of Buyer's written purchase offer to Seller, dated October 26, 1998, are incorporated herein
by reference into this Agreement.
ARTICLE II
REPRESENTATIONS AND WARRANTIES
2.1 Repayment of Purchase Price Deposit to Buyer. In the event Escrow does not
close, for whatever reason, and Buyer does not acquire Seller's undivided interest in the Property
as provided for in this Agreement, any and all amounts deposited into Escrow as the Purchase
Price by Buyer and all other amounts deposited into Escrow by Buyer shall be returned by
Escrow Holder, less costs incurred by Escrow Holder, to Buyer.
2.2 Possession. Possession of the Property shall be delivered to Buyer at of Close of
Escrow. Pending Close of Escrow, Seller grants to Buyer and Buyer's Contractor a right of entry
on the Property, for the purposes of coming onto such Property and effectuating the construction
of the public right of way improvements, utilities, and other improvements contemplated thereon
as part of Buyer's implementation of its public roadway improvement project.
ARTICLE III
MISCELLANEOUS
3.1 Attorney's Fees. In any action between the parties hereto, seeking enforcement of
any of the terms and provisions of this Agreement or the Escrow, or in connection with the
Property, the prevailing party in such action shall be entitled to and recover from the other party,
its reasonable attorney's fees and other reasonable expenses in connection with such action or
proceeding, in addition to its recoverable court costs.
3.2 Notices. Any notice which either party may desire to give to the other party or to
the Escrow Holder must be in writing and may be given by personal delivery or by mailing the
same by registered or certified mail, return receipt requested, postage prepaid, to the party to
whom the notice is directed at the address of such party hereinafter set forth, or such other
address and to'such other persons as the parties may hereafter designate:
To Buyer: Robert J. Wheeler, Special Counsel,
Office of City Attorney
City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
7
wheeler/agree/master/03/08/99
SAMPLE
Copy to: Mr. Bill Holman
PLC Land Company
23 Corporate Plaza, Suite 250 Newport Beach,
California 92660
To Seller: Mr. Robert B. Lindley
P. O. Box 2167
Oakhurst, CA 93644
To Escrow Holder First American Title Insurance Company
114 East Fifth Street (P.O. Box 267)
Santa Ana, CA 92702
Attention:
Escrow Officer
Any notice given by mail shall be deemed received forty-eight (48)hours after such notice is
deposited in the United States mail, addressed as provided above, with postage fully prepaid.
3.3 Interpretation; Governing Law. This Agreement shall be construed according to
its fair meaning and as if prepared equally by all parties hereto. This Agreement shall be
construed in accordance with the laws of the State of California in-effect at the time of the
execution of this Agreement. Any action brought in connection with this Agreement shall be
brought in a court of competent jurisdiction located in Orange County, California. Titles and
captions are for convenience only and shall not constitute a portion of this Agreement. As used
in this Agreement, masculine, feminine or neuter gender and the singular or plural number shall
each be deemed to include the others wherever and whenever the context so dictates.
3.4 No Waiver. No delay or omission by either party hereto in exercising any right or
power accruing upon the compliance or failure of performance by the other party hereto under
the provisions of this Agreement shall impair any such right or power or be construed to be a
waiver thereof. A waiver by either party hereto of a breach of any of the covenants, conditions
or agreements hereof to be performed by the other party shall not be construed as a waiver of any
succeeding breach of the same or other covenants, agreements, restrictions or conditions hereof.
3.5 Modifications. Any alteration, change or modification of or to this Agreement, in
order to become effective, shall be made by written instrument or endorsement thereon and in
each such instance executed on behalf of each party hereto.
8
wheeler/agree/master/03/08/99
SAMPLE
3.6 Severability. If any term, provision, condition or covenant of this Agreement or
the application thereof to any party or circumstances shall, to any extent, be held invalid or
unenforceable, the remainder of this instrument, or the application of such term, provision,
condition or covenant to persons or circumstances other than those as to whom or which it is
held invalid or unenforceable, shall not be affected thereby, and each term and provision of this
Agreement shall be valid and enforceable to the fullest extent permitted by law.
3.7 Merger of Prior Agreements and Understandings. This Agreement and other
documents incorporated herein by reference contain the entire understanding between the parties
relating to the transaction contemplated hereby and all prior or contemporaneous agreements,
understandings, representations and statements, oral or written, are merged herein and shall be of
no further force or effect.
3.8 Covenants to Survive Escrow. The covenants and agreements contained herein
shall survive the Close of Escrow shall be binding upon and inure to the benefit of the parties
hereto and their representatives,heirs, successors and assigns.
3.9 I.R.S. Form "W-9". It is further understood and agreed by Seller that closing of
this escrow is subject to and contingent upon Seller executing an Internal Revenue Service Form
W-911 and 1099-S Form, and depositing same with Escrow Holder no later than one (1) day
prior to the Close of Escrow.
3.10 Notice of Tax Withholding Requirements. It is further understood and agreed by
Buyer and Seller that closing of this escrow is subject to and contingent upon Seller executing a
"Transferor's Affidavit of Non-Foreign Status" and California Form 590 (Withholding
Exemption Certificate) and depositing a copy of same with Escrow Holder no later than one (1)
day prior to the Close of Escrow. In the event Sellers cannot execute the above-referenced
Transferor's Affidavit or California Form 590, Seller shall provide written instructions to Buyer.
REST OF PAGE NOT USED
9
wheeleri agree/master/03/08/99
SAMPLE
3.11 Counterparts. This Agreement and any modifications, amendments, or
supplements thereto may be executed in counterparts and shall be valid and binding as if the
signatures of all of the parties were on one document.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement of Purchase
and Sale of Real Property and Escrow Instructions as of the date first above written.
"SELLER"
Dated:
"BUYER"
CITY OF HUNTINGTON BEACH,
Dated: By:
By:
APPROVED AS TO FORM:
Robert J. Wheeler, Special Counsel
Office of City Attorney
City of Huntington Beach
10
wheel er/agree/master/03/08/99
SAMPLE
REQUEST FOR LATE SUBMITTAL
(To accompany RCA's submitted after Deadline
Department: CITY Subject Real Estate Purchase Agreements for
ATTORNEY'S OFFICE Unimproved Real Property
Council Meeting Date: 3/15/99 Date of This Request: 5/8/99
REASON (Why is this RCA being submitted late?): Special Counsel Robert Wheeler did not
know if this matter needed to be brought before the City Council for approval.
EXPLANATION (Why is this RCA necessary to this agenda?):
The real estate agreements and authorization to open escrow for the acquisition of unimproved
real property is part of the Holly-Sea Cliff Project.
The next council meeting is April 19, 1999 when this matter can be heard next. It is too long of
a period to obtain authorization too en escrow on this matter.
CONSEQUENCES How shall.delay of this RCA adversely impact the City?):
The City has signed real estate purchase agreements with nine individuals who are waiting to
be paid for their undivided interests in this parcel.
Acquisition of this parcel is part of the Holly-Seacliff Project and construction of the extension
of Gothard Street would be delayed.
pp , Signature: 2Approved O Denied
Department Head Ray Silver
City Administrator
Documents 07/14/94
Tz) -Prtn
RCA R-OUTING ,SKEET
INITIATING DEPARTMENT: CITY ATTORNEY
SUBJECT: Unimproved Real Property Located at Corner of Clay
Avenue and Main Street APN 111-150-25
COUNCIL MEETING DATE: March 15, 1999
RCA ATTACHMENTS - STATUS
Ordinance (w/exhibits & legislative draft if applicable) Not Applicable
Resolution (w/exhibits & legislative draft if applicable) Not Applicable
Tract Map, Location Map and/or other Exhibits Not Applicable
Contract/Agreement (w/exhibits if applicable)
Signed in full by the City Attorney) Not Attached (Explain)
Subleases, Third Party Agreements, etc.
LApproved as to form by City Attorney) Not Applicable
Certificates of Insurance Approved by the City Attorney) 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 Applicable
EXPLANATION FOR MISSING ATTACHMENTS
Sample Agreement for purchase and sale of real property and escrow instructions is
provided for informational purposes only.
REVIEWED RETURNED FOR RDED
Administrative Staff
Assistant City Administrator Initial
City Administrator Initial Rev
City Clerk
EXPLANATION FOR RETURN OF ITEM:
Only)(Below Space For City Clerk's Use
RCA Author: