HomeMy WebLinkAbout20210406_ApplicationCommunity Development Department
Planning Permit Application
1. Check Permits Requested:
D Approval-in-Concept -AIC # D Lot Merger
D Coastal Development Permit D Limited Term Permit -
D Waiver for De Minimis Development D Seasonal D < 90 day 0>90 days
D Coastal Residential Development D Modification Permit
D Condominium Conversion D Off-Site Parking Agreement
D Comprehensive Sign Program D Planned Community Development Plan
D Development Agreement D Planned Development Permit
D Development Plan D Site Development Review -D Major D Minor
D Lot Line Adjustment D Parcel Map
2. Project Address(es)/Assessor's Parcel No(s)
121 33 Indian Springs Lane Newport Beach, CA 92660
I:
100 Civic Center Drive
Newport Beach, California 92660
949 644-3200
newportbeachca.gov/communitydevelopment
D Staff Approval
D Tract Map
D Traffic Study
D Use Permit -□Minor □conditional
D Amendment to existing Use Permit
D Variance
0 Amendment -□Code □PC □GP OLCP
D Other:
3. Project Description and Justification (Attach additional sheets if necessary):
CONVERT PART OF THE LOWER LEVEL OF THE EXISTING 4 BEDROOM 3 BATHROOM INTO A JR. ADU. DIVIDE Tf
4. Applicant/Company Name I Brad Fowers
Mailing Address 1382 Prospect Park Suite/Unit ';=========~
City I Tustin State I CA I Zip 192780
Phone 1714-366-1251 Fax .:....I _____ _.I Email l bradfowersdesign@gmail.com
5. Contact/Company Name I Brad Fowers
Mailing Address 1382 Prospect Park
City I Tustin
Suite/Un it ';:I ==========:::
State I CA I Zip 192780
Ph 1714-366-1251 I one · Fax ,.._ _____ __, Email I bradfowersdesign@gmail.com
6. Property Owner Name I Stephanie G. Karp-MacDonald
Mailing Address I 73 Limewood
City I Irvine
Suite/Unit ';==========
State I CA I Zip 192614
Phone 1949-851-9400 Fax "--I ______ I Email I stephkarpmac@gmail.com
7. Property Owner's Affidavit*: (I) (We)'--------------------------'
depose and say that (I am) (we are) the owner(s) of the property (ies) involved in this application. (I) (We) further
certify, under penalty of perjury, that the foregoing statements and answers herein contained and the information
herewith submitted are in all respects true and correct to the best of (my) (our) knowledge and belief.
Signature(s): (FZtf-;?e:.eL-~ Title: I Owiwr · I Date: I ot.J -oC -~rJJ/ I
\ ~~ MM/DD/YEAR
Signature(s): _ _,.J]i'--f_Ot.J_-,__:====-=-=------Title: .:....I _o_~--------'I Date: I Ap,./ ( 1 (
*May be signed by the lessee or by an authorized agent if written authorization from the owner of record is filed concurrently with the
application. Please note, the owner(s)' signature for Parcel/Tract Map and Lot Line Adjustment Application must be notarized.
l:\Users\CDD\Shared\Admin\Planning_Division\Applications\Application_ Guidelines\Planning Permit Application_2021.docx Rev: 01124117
PA2021-092
SF-58-AH-R20-0520-30004837-l
, '.'lOE-58-AH (Pl) REV. 20 (05-20)
CLAIM FOR REASSESSMENT EXCLUSION FOR
TRANSFER BETWEEN PARENT AND CHILD
NAME AND MAILING ADDRESS
(Make necessary corrections to the printed name and mailing address.) 1 7
Stephanie G. Karp-MacDonald
73 Limewood
Irvine, CA 92614
L
A. PROPERTY
ASSESSOR'S PARCEL NUMBER
423-331-15
PROPERTY ADDRESS
114 -37th Street
RECORDER'S DOCUMENT NUMBER
PROBATE NUMBER (if applicable)
J
I
DATE OF DEATH (if applicable)
12/9/20
Claude Parrish
Orange County Assessor
500 S. Main Street, First Floor, Suite 103
Orange, CA 92868-4512
or
P. 0. Box 22000
Santa Ana, CA 92702-2000
(714) 834-2746
www.ocgov.com/assessor
CITY
Newport Beach
DATE OF PURCHASE OR TRANSFER
DATE OF DECREE OF DISTRIBUTION (if applicable)
The disclosure of social security numbers is mandatory as required by Revenue and Taxation Code section 63.1. {See Title 42 United
States Code, section 405(c)(2)(C)(i) which authorizes the use of social security numbers for identification purposes in the administration of any
tax.] A foreign national who cannot obtain a social security number may provide a tax identification number issued by the Internal Revenue
Service. The numbers are used by the Assessor and the state to monitor the exclusion limit.
B. TRANSFEROR(S)/SELLER(S) (additional transferors please complete Section D on the reverse)
1. Print full name(s) oftransferor(s) _J_o_el_H_a_rv_e~y_K_a~rp _______ _
2. Social security number(s) 145 28 3016
3. Family relationship(s) to transferee(s) _P_a_re_n_t ___________ _
If adopted, age at time of adoption
4. Was this property the transferor's principal residence? D Yes ~ No
If yes, please check which of the following exemptions was granted or was eligible to be granted on this property:
D Homeowners' Exemption D Disabled Veterans' Exemption
5. Have there been other transfers that qualified for this exclusion? ~ Yes D No
If yes, please attach a list of all previous transfers that qualified for this exclusion. (This list should include for each property: the County, As-
sessor's parcel number, address, date of transfer, names of all the transferees/buyers, and family relationship. Transferor's principal residence
must be identified.)
6. Was only a partial interest in the property transferred? D Yes ~ No If yes, percentage transferred __ %
7. Was this property owned in joint tenancy? D Yes ~ No
IMPORTANT: If the transfer was through the medium of a will and/or trust, you must attach a full and complete copy of the will and/or
trust and all amendments.
CERTIFICATION
I certify (or declare) under penalty of perjury under the laws of the State of California that the foregoing and all information hereon, including any
accompanying statements or documents, is true and correct to the best of my knowledge and that I am the parent or child (or transferor's legal
representative) of the transferees listed in Section C. I knowingly am granting this exclusion and will not file a claim to transfer the base year value
of my principal residence under Revenue and Taxation Code section 69.5.
SIGNATURE OF TRANSFEROR OR LEGAL REPRESENTATIVE PRINTED NAME
► Stephanie G. Karp-MacDonald
MAILING AD ESS
73 Limewood
CITY. STATE. ZIP
Irvine, CA 92614
PRINTED NAME
DATE
January 7, 2021
DATE
DAYTIME PHONE NUMBER
(949) 851-9400
EMAIL ADDRESS
(Please complete applicable information on reverse side.)
THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION
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PA2021-092
EF-58-AH-R20-0520-30004837-2
BOE-58-AH (P2) REV. 20 (05-20)
C. TRANSFEREE(S)I BUYER(S) (additional transferees please complete Section E below)
1. Print full name(s) of transferee(s) Stephanie G. Karp-MacDonald
2. Family relationship(s) to transferor(s) ..;;;C..;..;h;.;..;.ild~-----------
lf adopted, age at time of adoption ______________ _
If stepparent/stepchild relationship is involved, was parent still married to or in a registered domestic partnership (registered means
registered with the California Secretary of State) with stepparent on the date of purchase or transfer? D Yes D No
If no, was the marriage or registered domestic partnership terminated by: D Death D Divorce/Termination of partnership
If terminated by death, had the surviving stepparent remarried or entered into a registered domestic partnership as of the date of purchase
or transfer? 0 Yes D No
If in-law relationship is involved, was the child-in-law still married to or in a registered domestic partnership with the child on the date of
purchase or transfer? D Yes D No
If no, was the marriage or registered domestic partnership terminated by: D Death D Divorce/Termination of partnership
If terminated by death, had the surviving child-in-law remarried or entered into a registered domestic partnership as of the date of purchase
or transfer? D Yes D No
3. ALLOCATION OF EXCLUSION (If the full cash value of the real property transferred exceeds the one million dollar value exclusion, the
transferee must specify on an attachment to this claim the amount and allocation of the exclusion that is being sought.)
CERTIFICATION
I certify (or declare) under penalty of perjury under the laws of the State of California that the foregoing and all information hereon, including any
accompanying statements or documents, is true and comJct to the best of my knowledge and that I am the parent or child (or transferee's legal
representative) of the transferors listed in Section B; and that all of the transferees are eligible transferees within the meaning of section 63. 1 of
the Revenue and Taxation Code.
CITY, STATE, ZIP
Irvine, CA 92614
PRINTED NAME
tephanie G. Karp-MacDonald
DATE
January 7, 2021
DAYTIME PHONE NUMBER
(949) 851-9400
EMAIL ADDRESS
Note: The Assessor may contact you for additional information.
D. ADDITIONAL TRANSFEROR(S)ISELLER(S)
NAME SOCIAL SECURITY NUMBER SIGNATURE
E. ADDITIONAL TRANSFEREE(S)IBUYER(S)
NAME
RELATIONSHIP
RELATIONSHIP
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PA2021-092
J. Harvey Karp
Attachment to Claim for Reassessment Exclusion
Property
2141 Indian Springs Ln, Newport Beach
APN 426-111-37
Residence
114 37th Street, Newport Beach
APN 423-331-15
Transfer
Date
Pending
Pending
Assessed
Value
(2020)
$301,028.50
(50%)
$589,616.00
PA2021-092
3202030021244
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STAT!! CENSUS TRACT
REGISTRAR
PA2021-092
\ I I \
PA2021-092
Mary E. Rice
Direct Dial (949) 851-7299
mrice@ptwww.com
J. Harvey Karp
73 Limewood
Irvine, CA 92614
PALMIERI TYLER
ATTORNEYS AT LAW
December 11 , 2018
Re: Quitclaim Deed
Dear Harvey :
P 0. Box 19712
Irvine, CA 92623-9712
Refer To File No. 38769-000
Document ID 2561654.1
Enclosed fo r your safekeeping is the original recorded Quitclaim Deed for the
property located at 114 37th Street, Newport Beach, Cali fornia, which document transfers
your interest into The Harvey Karp Trust. Please keep this document in a safe place with
your other important papers. We have retained a copy of the deed for our file.
If you have any questions, please do not hesitate to contact me.
mer
Enclosure
:::h1:;'5i7 :p~
Mary E. Rice
Assistant to Chadwick C. Bunch
1900 Main Street, Suite 700. Irvine. CA 92614-7328 I T 949.851.9400 I F 949.851.1554 I ptwww.com
PA2021-092
ImCORDING REQUESTED BY AND
WHEN RECORDED MAIL TO:
PALMIERI, TYLER, WIENER,
WILHELM & WALDRON LLP (CCB)
1900 Main Street, Suite 700
Irvine, California 92614-7328
MAIL TAX ST A TEMENTS TO:
J. Harvey Karp
73 Limewood
Irvine, CA 92614
A.P. No. 423-33 1-15
Reccrd•'U ,r r-tt -· .1 R ~ · v 1• '" e<:o:us 01Ji1t e Hugh Nc•tt\:er· . 'ler·k R V County . "· , ' "' -ecorder
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SP:i\CEl\t>VTtn .. v ~-· _
TRANSFER TO/FROM REVOCABLE GRANTOR
TRUST, R&T 11930
DOCUMENTARY TRANSFER TAX $ -0-
...x._ Computed on the consideration or value of property
conveyed; OR
Computed on the consideration or value less liens or
encumbrances remaining at time of sale.
~
Signature ofDeclarant or Agent determining tax
CHADWICK C. BUNCH of PALMIERI, TYLER, WIENER,
WILHELM & WALDRON LLP
QUITCLAIM DEED
FOR VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, J. HARVEY KARP,
does hereby REMISE, RELEASE AND FOREVER QUITCLAIM to STEPHANIE G. KARP-
MACDONALD, Trustee of The Harvey Karp Trust established October 26, 2018, J. HARVEY KARP, as
Trustor, the real property in the City of Newport Beach, County of Orange, State of California, described as
follows:
Lot 23 of Tract No. 3813, in the City of Newport Beach, County of Orange, State of
California, as per map recorded in Book 162, pages 11 to 19, inclusive of Miscellaneous
Maps in the office of the County Recorder of said County.
AKA: 114 37th Street, Newpo11 Beach, CA 92663
Dated: October 26, 2018
Notary Acknowledgement Attached
MAIL TAX STATEMENTS AS IND I CA TED ABOVE
PA2021-092
\ .
P. notary public or other officer completing this certificate verities only the identity of the individual who signed the document to
which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of California
County of Orange
)
)
On October 26, 2018, before me, Terry Laumeister, Notary Public, personally appeared J. HARVEY
KARP, w ho 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.
I certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
j@* -= .. e e • ~R:V :UM7's_:~ e o f
. -. . . . Notary Pubic -Caltforn1a ,,
:, · • ~: · · Orange County i' j · · Commission# 2228903 f
u u u u '! Comm,1xpires :.eb ~-!22u
(Seal)
PA2021-092
Claude Parrish
EF-502-A-Rl J-0617-30000256-1
BOE-502-A (P1 ) REV. 13 (06-17)
PRELIMINARY CHANGE OF OWNERSHIP REPORT
To be completed by the transferee (buyer) prior to a transfer of
subject property, in accordance with section 480.3 of the Revenue
and Taxation Code. A Preliminary Change of Ownership Report
must be filed with each conveyance in the County Recorder's
office for the county where the property is located.
Orange County Assessor
Civic Center Plaza, Building 11
625 N. Ross Street, Room 142
P.O. Box 1948
Santa Ana, CA 92702-1948
(714) 834-5031
www.ocgov.com/assessor
I FOR ASSESSOR'S USE ONLY
L
STREET ADDRESS OR PHYSICAL LOCATION OF REAL PROPERTY
114 37th Street, Newport Beach, CA 92663
423-331-15 7 ASSESSOR'S PARCEL NUMBER
J. Harvey Karp.
J
SELLERrrRANSFEROR
cbunch@ptwww.com
BUYER'S DAYTIME TELEPHONE NUMBER
(949) 851-9400 (CCB)
BUYER'S EMAIL ADDRESS
D YES !8J NO This property is intended as my principal residence. If YES, please indicate the date of occupancy
or intended occupancy.
D YES ONO Are you a disabled veteran or a unmarried surviving spouse of a disabled veteran who was
compensated at 100% by the Department of Veterans Affairs?
MAIL PROPERTY TAX INFORMATION TO (NAME)
J. Harvey Karp
MAIL PROPERTY TAX INFORMATION TO (ADDRESS)
73 Limewood
PART 1. TRANSFER INFORMATION
CITY
Irvine
Please complete all statements.
This section contains possible exclusions from reassessment for certain types of transfers.
YES NO
MO DAY YEAR
STATE ZIP CODE
CA 92614
0 [8] A. This transfer is solely between spouses (addition or removal of a spouse, death of a spouse, divorce settlement, etc.).
0 !8J B. This transfer is solely between domestic partners currently registered with the California Secretary of State (addition or removal of
a partner, death of a partner, termination settlement, etc.).
0 [8] • C. This is a transfer: 0 between parent(s) and child(ren) 0 from grandparent(s) to grandchild(ren).
D !8J • D. This transfer is the result of a cotenant's death. Date of death ------------□ [8] *E. This transaction is to replace a principal residence owned by a person 55 years of age or older.
Within the same county? 0 YES O NO D !8J *F. This transaction is to replace a principal residence by a person who is severely disabled as defined by Revenue and Taxation Code
section 69.5. Within the same county? 0 YES O NO
G. This transaction is only a correction of the name(s) of the person(s) holding title to the property (e.g., a name change upon marriage).
If YES, please explain:--,----,-----------,--,-.,---,---,-,--..,.,-----------------H. The recorded document creates, terminates, or reconveys a lender's interest in the property.
I. This transaction is recorded only as a requirement for financing purposes or to create, terminate, or reconvey a security interest
(e.g., cosigner). If YES, please explain: ______________________________ _
J. The recorded document substitutes a trustee of a trust, mortgage, or other similar document.
K. This is a transfer of property:
1. to/from a revocable trust that may be revoked by the transferor and is for the benefit of
[8] the transferor, and/or O the transferor's spouse O registered domestic partner.
2. to/from an irrevocable trust for the benefit of the
D creator/grantor/trustor and/or D grantor's/trustor's spouse O grantor's/trustor's registered domestic partner.
L. This property is subject to a lease with a remaining lease term of 35 years or more including written options.
M. This is a transfer between parties in which proportional interests of the transferor(s) and transferee(s) in each and every parcel
being transferred remain exactly the same after the transfer.
N. This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions, or restrictions
imposed by specified nonprofit corporations.
O [8J • 0. This transfer is to the first purchaser of a new building containing an active solar energy system.
O [8J P. Other. This transfer is to __________________________ _
• Please refer to the instructions for Part 1.
Please provide any other information that will help the Assessor understand the nature of the transfer.
THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION
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BOE-502-A (P2) REV. 13 (06-17)
PART 2. OTHER TRANSFER INFORMATION Check and complete as applicable.
A. Date of transfer, if other than recording date: _N_/A _____ _
B. Type of transfer:
D Purchase D Foreclosure D Gift D Trade or exchange D Merger, stock, or partnership acquisition (Form BOE-100-B)
D Contract of sale. Date of contract: _______ D Inheritance. Date of death:
D Sale/leaseback D Creation of a lease D Assignment of a lease D Termination of a lease. Date lease began: _____ _
Original term in years (including written options): __ Remaining term in years (including written options): __
D Other. Please explain: -------------------------------------c. Only a partial interest in the property was transferred. D YES [8'J NO If YES, indicate the percentage transferred: ______ %
PART 3. PURCHASE PRICE AND TERMS OF SALE Check and complete as applicable.
~N/A A. Total purchase price
B. Cash down payment or value of trade or exchange excluding closing costs Amount$ _N_/A ___ _
C. First deed of trust@ __ % interest for __ years. Monthly payment $ _____ _ Amount$ _N_/A ___ _
D FHA(_Discount Points) D Cal-Vet D VA ( __ Discount Points) D Fixed rate D Variable rate
D Bank/Savings & Loan/Credit Union D Loan carried by seller
D Balloon payment$______ Due date: _____ _
D. Second deed of trust@ __ % interest for ___ years. Monthly payment$ _____ _ Amount $_N_/A ____ _
D Fixed rate D Variable rate O Bank/Savings & Loan/Credit Union O Loan carried by seller
D Balloon payment$______ Due date: _____ _
E. Was an Improvement Bond or other public financing assumed by the buyer? D YES D NO Outstanding balance $_N_/A ____ _
F. Amount, if any, of real estate commission fees paid by the buyer which are not included in the purchase price $ _N_/A ____ _
G. The property was purchased: □Through real estate broker. Broker name: _________ Phone number: .,._( __ """) ___ _
D Direct from seller D From a family member-Relationship ________ _
D Other. Please explain:
H. Please explain any special terms, seller concessions, broker/agent fees waived, financing, and any other information (e.g., buyer assumed the
existing loan balance) that would assist the Assessor in the valuation of your property.
PART 4. PROPERTY INFORMATION Check and complete as applicable.
A. Type of property transferred
D Single-family residence
[8'J Multiple-family residence. Number of units: __
D Other. Description: (i.e., timber, mineral, water rights, etc.)
D Co-op/Own-your-own
D Condominium
D Timeshare
D Manufactured home D Unimproved lot
D Commercial/Industrial
B. DYES [8'J NO Personal/business property, or incentives, provided by seller to buyer are included in the purchase price. Examples of personal
property are furniture, farm equipment, machinery, etc. Examples of incentives are club memberships, etc. Attach list if available.
If YES, enter the value of the personal/business property: $ _______ Incentives $ _______ _
C. 0 YES [8'J NO A manufactured home is included in the purchase price.
If YES, enter the value attributed to the manufactured home: $ ______ _
D YES [8'J NO The manufactured home is subject to local property tax. If NO, enter decal number:
D. D YES [8'J NO The property produces rental or other income.
If YES, the income is from: D Lease/rent D Contract D Mineral rights D Other: ____________ _
E. The condition of the property at the time of sale was: [8'J Good D Average D Fair D Poor
Please describe:
CERTIFICATION
I certify (or declare) that the foregoing and all information hereon, including any accompanying statements or documents, is true and correct to
the best of my knowledge and belief.
NA TIVE/CORPORATE OFFICER (PLEASE PRINT)
Stephanie G. Karp-MacDonald
DATE
October 26, 2018
TITLE
Trustee
The Assessor's office may contact you for additional information regarding this transaction.
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TELEPHONE
(949) 851-9400 (CCB)
EMAIL ADDRESS
cbunch@ptwww.com
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PA2021-092