Agenda 09/23/2014 Item #16D 69/23/2014 16.D.6.
EXECUTIVE SUMMARY
Recommendation to approve a satisfaction of mortgage for the State Housing Initiatives
Partnership Program, accepting $1,637.10 to satisfy the SHIP mortgage in accordance with the
Board's Short Sale Policy.
OBJECTIVE: To support the affordability of housing in Collier County through down payment and
emergency repair and /or rehabilitation assistance programs.
CONSIDERATIONS: The State Housing Initiatives Partnership (SHIP) Program, a state affordable
housing grant, offers assistance to first time homebuyers for use toward a portion of the required down
payment and emergency repairs to the newly acquired home. As a condition of award, the homeowner
must repay the assistance provided upon sale, refinance or loss of homestead exemption.
On February 28, 2012, the Board approved a Short Sale Policy for the SHIP program (Agenda item
16D7). The Short Sale Policy provides a settlement amount toward the down payment assistance in the
amount of 6% of the Collier County loan or $6,000 (whichever is less but never less than $500) in an
effort to facilitate a Short Sale. The recipient, as the seller of the property, must not receive funds from the
short sale. On May 13, 2014, the Board directed staff to review the short sale policy and cease processing
new short sales. This item was already in process at the time of the Board direction.
The following table contains relevant details of this Short Sale. The recipients received no funds from the
Short sale as evidenced by the HUD1.
Recipient Name
First Mortgage
First Mortgage
SHIP Mortgage
Payoff Amount
Public Record &
Accepted Payoff
Public Record &
of the second
date of mortgage
HUD1 Line
date mortgage
mortgage HUD1
. si ned /d
504/505
signed
Line 505/508
Sandy D.
Gutierrez
$128,000.00
$96,932.63
$27,285.00
$1,637.10
OR:4166/PG:3942
OR:4166/PG:3942
01/09/2007
1
01/09/2007
Approval of this item will authorize the Chairman to sign the aforementioned satisfactionof mortgage for
recording in the Public Records of Collier County, Florida.
FISCAL IMPACT: SHIP funds in the amount of $1,637.10 have been repaid and will reside in SHIP
Grant Fund 791, Project 33331 and are considered program income. Such funds may be reused for
eligible SHIP program activities. The $10 recording fee will be paid by the recipient.
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires a majority
vote for Board approval. - JAB
GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this
action.
RECOMMENDATION: That the Board of County Commissioners approves and authorizes the
Chairman to sign a satisfaction of mortgage in accordance with the Board- approved Short Sale Policy.
Prepared By: Mandy Moody, Grant Support Specialist, Housing, Human and Veteran Service
Packet Page -2445-
9/23/2014 16.D.6.
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.16.D.16.D.6.
Item Summary: Recommendation to approve a satisfaction of mortgage for the State
Housing Initiatives Partnership Program, accepting $1,637.10 to satisfy the SHIP mortgage in
accordance with the Board's Short Sale Policy.
Meeting Date: 9/23/2014
Prepared By
Approved By
Name: KushiEdmond
Title: Accountant, Housing, Human & Veteran Services
Date: 8/20/2014 8:24:50 AM
Name: GrantKimberley
Title: Director - Housing, Human and Veteran S, Housing, Human & Veteran Services
Date: 9/2/2014 9:33:33 AM
Name: T.ownsendAmanda
Title: Director - Operations Support, Public Services Division
Date: 9/3/2014 4:17:10 PM
Name: SonntagKristi
Title: Manager - Federal /State Grants Operation, Housing, Human & Veteran Services
Date: 9/3/2014 5:18:54 PM
Name: AlonsoHailey
Title: Operations Analyst, Public Services Division
Date: 9/8/2014 4:16:40 PM
Name: RobinsonErica
Title: Accountant, Senior, Grants Management Office
Date: 9/9/2014 8:33:46 AM
Name: CarnellSteve
Title: Administrator - Public Services, Public Services Division
Packet Page -2446-
Date: 9/9/2014 1:42:39 PM
9/23/2014 16.D.6.
Name: BelpedioJennifer
Title: Assistant County Attorney, CAO General Services
Date: 9/16/2014 11:08:14 AM
Name: KlatzkowJeff
Title: County Attorney,
Date: 9/16/2014 1:55:56 PM
Name: StanleyTherese
Title: Manager - Grants Compliance, Grants Management Office
Date: 9/16/2014 2:58:39 PM
Name: OchsLeo
Title: County Manager, County Managers Office
Date: 9/16/2014 3:51:48 PM
Packet Page -2447-
Retn: 3957249 OR: 4166 PG: 39AI
IDWARD B GILBIRT RECORDED in the OFFICIAL RECORDS of COLLIER COD 9/23/2014 16.D.6.
5100 TOO CIMR CIA #430 01/09/2007 at 12:58F1 DWIGHT I. BROCI, CLIB usil 17285.00
BOCA WON IL 33486 SECOND MORTGAGE He 111 52.50
DOC -.35 95,55
THIS SECOND MORTGAGE ( "Security Instrument") is given on December , 2008. The Second Mortgagor is:
Sandy D. Gutierrez, A Single Person
( "Borrower"). This Security Instrument is given to Collier County ( "Lender'), which is organized and existing under
the laws of the United States of America, and whose address is 2800 North Horseshoe Drive 4400 Naples,
Florida 34014 . Borrower owes Lender the sum of Twenty —Seven Thousand Two Hundred Eighty —Five and
No /100ths Dollars (U.S. S —27f285.00). This debt is evidenced by Borrower's Note dated the same date as this Security
Instrument ('Second Mortgage "), which provides for monthly Payments, with the full debt, if not pad earlier, roue and payable on sale of
property, refinance, or lose of homestead exemption . This Security Instrument secures to Lender: (a) the
repayment of the dent evidenced by the Note, with interest, and all renewals, extensions and modifications; (b) the payment of all other sums,
with interest advanced under paragraph 7 to protect the security of the Security Instrument and (c) the performance of Borrowers covenants
and agreements under this Security Instrument and the Note. For this purpose, Borrower does hereby second mortgage, grant and convey to
Lender the following described property located in Collier County, Florida.
As more particularly described as Lot 80, Bristol Pines, Collier County, Florida and which has the address of:
( "Property Address'): 7338 Bristol Circle Naples FL 34120
TOGETHER WITH all the improvements row or hereafter erected on the property, and all easements, rights, appurtenances, rents,
royalties, mineral, oil and gas rights and Profits, water rights and stock and all fixtures now or hereafter a part of the property. All replaoenter is
and additions shall also be covered by the Security Instrument. All of the foregoing is referred to in this Security Instrument as the *Property.
BORROWER COVENANTS that Borrower is lawfully seized of the estate hereby conveyed and has the right to mortgage, grant and
0011wey the Property and that the Property is unencumbered, exce mbrances of record. Borrower warrants and will defend generay
the the to the Property against all claims and demands, s y of record.
THIS SECURITY INSTRUMENT combines u a and non uniform covenants with limited variation by
jurisdiction to constitute a uniform security irrsttu real Property ` Y
UNIFORM COVENANTS. Borrower covenant and agree as
1. Payment of Principal and Interss ft and Late Charges shall promptly pay when due the principal of and
interest on the debt evidenced by the Note.
thereon. 2. Taxes. The Mortgagor will pay tax , assess ran or water es riot to the accrual of any penalties or interest
The Mortgagor shall pay or cause tp be 'd as ' el d e, ( X1) all taxes and govemirnental charges of any
kind whatsoever which may at any time be I II ass I 'ad to Pro
including "service charges', incurred or im t n us , �• (2) all utility and other charges,
(3) al assessments or other governmental I upkeep and Improvement of the Property, and
obligated under the y ins men a period of years, the Mortgagor shall be
g Mortgage to Pay or taus 'e id only such install as a be paid during the term of the Mortgage, and
shall, promptly after the payment of any of tine ng, forward to Mortgag payment,
3. Application of Payments. Unless law provides oth I received by Lender shall be applied; first, to
interest due; and, to principal due; and last . to an rges due under the Not
4. Charges: Liens. Borrower shall pay a essments, ch and impositions attributable to the Property which may
attain priority over this Security Instrument, and leas pa t lrany. Borrower shall promptly furnish to Lender all
notices of amounts to be pad under this paragraph, and payments.
Borrower shall Promptly discharge any lien which has p r 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 lien 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 the 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 our the Property insured
against loss by fire, hazards Included within the term 'extended coverage" and any other hazards, including moods or flooding, for which Lender
requires insurance. This insurance shall be maintained in the amounts and for the periods that Lender requires. The insurance carrier
providing the insurance shall be chosen by Borrower subject to Lender's approval which shall not be unreasonably withheld. K 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. At all times that the Note is outstanding, the Mortgagor shall maintain insurance with respect to the Promises against such
risks and for such amounts as are customarily insured against and pay, as the same become due and payable, all premiums in respect thereto,
including, but not limited to , all -risk insurance protecting the interests of the Mortgagor and Mortgagee against loss or damage to the Premises
by fire, lightning, and other casualties customarily insured against (including boiler explosion, if appropriate), with a uniform standard extended
coverage endorsement, including debris removal coverage. Such insurance at all times to be in an amount not less than the full replaoernem
cost of the Premises, exclusive of footings and foundations.
AN ksuaance Pongee and renewals shall be acceptable to Lender and shall include a standard mortgage clause. Lender shelf have
Uhs right to fold the policies and renewals. If Lender requires, Borrower shall Promptly give to Lender all receipts of paid prendurrls and renewal
notion. 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 Properly
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 the 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 irsurarhce Prcoeeols. Lender may use
the proceeds to repair or restore the Property or to pay sums secured by this Security Instrument, whether w not then due. The niter y period
will begin when the notice is mailed. Unless Lender and Borrower otherwise agree in writing, any application oft then d proceeds to principal shat not
extend or postpone the due date of the monthly payments referred to in paragraph 1 or change the amount of the payments. H 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 a
the acquisition shall pass to Lender to the extent of the sums secured by this Security Instrument imm g from y prior to the acquisition.
S. Occupancy, Preservation, Maintenance and Protection of the Properly; Borrower -s Loan Application, Leae"da. Borrower shat
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
Borrowers 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 Droomedinc. whether civil or criminal, is begun that in Lender's good faith
judgment could result in forfeiture of the Property or Ott Packet Page -2448- created by this Security Instrument or Lenders security
OR; �Icc Dr. Ine1
9/23/2014 16.D.6.
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
ban application process, gave materially false or inaccurate information or statements to Lender (or failed to provide Lender with arty material
information) in connection with the bars 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 provision of the lease.
If Borrower acquires fee We 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. Lenders 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, Lender 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. ff Lender required mortgage insurance as a condition of making the bat 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 mortgW insurance previously in affect, at a cost substantially equivalent to the cost to Borrower of the maloage 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 used 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 or claim for damages, direct or consequential, in connection with any 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 greater 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
multiplied 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 balan sh ejdt r. In the event of a partial taking of the Property In which
the fair market value of the Property immediately bet �i s unt of the sums secured immediately for the taking,
unless Borrower and Lender otherwise agree in wrl ' applicable a provides, the proceeds shall be applied to the arms
secured by this Security Instrument whether or s are then due. Un Borrower otherwise agree in writing, any
application of proceeds to principal shall not tpone the due date of the nthl ayments referred to in paragraphs 1 or charge
the amount of such payments. -�
11. Borrower Not Released, Fo r N a w e Extens time for payment or modification of
amortization of the sums secured by this Seo(rrity t in interest of Borrower stall not operate to
release the liability of the original Borrower s n s II be required to commence
agakst any successor sin' or refuse me s 'on of the sums secured by
ySecurtty
Instrument by reason of arty demand made y tt( "n s I� interest Any forbearance by Lender in
exerasirg try right or remedy shall note p e of
12 Successors and Assigns nt and Several llabili Co- S g covenants and agreements of this Security
Instrument shall bind and benefit the su assigns of Lender to the
Provisions of paragraph 17. Borrower's coven agreements shalt be' n d Any Borrower who co-signs this Security
Instrument tiut does not execute the Note; (a) is n this Security Instrume I age, grant and convey that Bonower's interest
in the Property under the terms of this Security Ins is n o personal to pay the sums secured by this Security Instrument;
and (c) agrees that Lender and any other Borrower m `f ` or make any accommodations with regard to the terns
of this Searity,instrument or the Note without that
13. Loan Charges. If the loan secured by this Secu is subject to a law which sets maximum loan charges, and that
law is finally interpreted so that the interest or other ban 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 matting 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. Nofdcss. Any notice to Borrower provided for in this Security Instrument shall be given by delivering It or by maiiing it by first
class mail unless applicable law required use of another method. The notice shall be directed to the Property Address or arty other address
Borrower designates by notice to Lender. Any notice to Lender shall be given to Borrower or Lender when given as provided in this paragraph.
15. Governing Law; Severability. This Security Instrument shall be governed by federal 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. Borrower's 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 Borrower is not a natural person) without Lenders prior written
consent, Lender may, at its option, require immediate payment in full of all suns 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 ttls Security Instrumen .
If Lander etrrerdsed this option, Lender shell give Borrow 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 H Borrower fails to
pay these sums prior to the expiration of this period, Lender may invoke any remedies permitted by this Security Instrumarxt without further
notice or demand on Borrower.
18. 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 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 and default of any other covenants or agreements; (c) pays all expenses
incurred in enforcing this Security Instrument, including, but not limited to, reasonable attorney's fees; and (d) takes such action as Lender may
reasonably require to assure that the lien of this Security Instrument Lenders 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 Lose Servicer, The Note or a partial interest in the Note (together with this Security Instrument) may
be sold one or more tines 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 oranges of the Loan Servicer
unrelated to a sale of the Note. If there is a charge of the Loan Servicer, Borrower will be given written notice of the charge in accordance with
paragraph 14 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 othe Packet Page -2449- ble law.
OR: 419/23/2014 16.D.6.
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 riot 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 Lenxler written notice for 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 remediabon of any
Hazardous Substance affecting the Property is necessary, Borrower shall promptly take all necessary remedial actions in accordance with
Environmental Lew.
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.
21. Acceleration; Remedies. Lender shall give notice to Borrower prior to acceleration following Borrowers breach of arty 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, foreclosure by judicial proceeding and sale of the Property. The notice shall
further inform Borrower of the right to reinstate after acceleration and the right to assert in the foreclosure proceeding the non - existence of a
default or any other defense of Borrower to acceleration and foreclosure. If the default is not cured on or before the date specified in the notice,
Lender, at its option, may require Immediate payment in full of all sums secured by this Security Instrument without further demand and may
foreclose this Security Instrument by judicial proceeding. Lender shall be entitled to collect all expenses Incurred in pursuing the remedies
provided in this paragraph 21, including, but rot limited to, reasonable attorney's fees and costs of the title evidence.
22. Release. Upon payment of all sums secured by this Security Instrument. Lender shall release this Security Instrument without
charge, to Borrower. Borrower shall pay any recordation costs.
23. Attorneys' Fees. As used in this Security Instrument and the Note, "attorneys' fees" shall include any attorneys' fees awarded by
an appellate court.
24. Riders to this Sscurtty, Instrument 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 riders) were a part of this Security Instrument. (Check Applicable Box)
❑ Adjustable Rate Rider ❑ Rate Improvement Rider ❑ Condominium Rider
❑ Graduated Payment Rider ❑ 1-4 Family Rider ❑ Second Home Rider
❑ Balloon Rider ❑ Biweekly Payment Rider ❑ Planned Unit Development Rider
❑ Hers) (Slimy e0U�TIr\
SIGNING BELOW, Borrower accepts and agree anus and covenants h*d iq this Security Instrument and in any rider(s) executed
by Borrower and recorded with it. / \ \ \,
Signed, sealed and delivered in the present of:
Witness #1: Pau K. en
STATE OF FLORIDA
COUNTY OF c, './yAe/
It
Co-
A
\E Cjl
r
1.
F tol Circle
on, FL 34120 ,
I hereby certify that on this day, before me, an officer duly authorized in the state aforesaid and in the county aforesaid to take
acknowledgements, personally appeared Sandy D. Gutierrez to me known to be the persons) described in and who executed the foregoing
Instrument and acknowledged before me that (He/ she/ they) executed the same for the purpose therein expressed.
WITNESS my hand and official seal in the County and State aforesaid'- this J t day of —V k21,'L 4&J ' 20-LA.
My Commission Expires:
." ............. ............................... Notary Public's Signatu
(Seal) PAULZ BENSEN V' K Bensen
t assria ODOil -- I i Notary's Printed Name
ErOSSS 4IgIJD10
i�. eenresru
w.... F1ernOS Asn. Yic '
File#: 05 -117
Packet Page -2450-
Legal Description OR' 4166 9/23/2014 16.D.6.
Lot 60, BRISTOL PINES PHASE I, according to the plat thereof as recorded in Plat Book 43, Page 78, of the
Public Records of Collier County, Florida.
Go�y1E%,�
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Packet Page -2451-
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OR: Alrf rn. 1AAP
PROMISSORY NOTE 9/23/2014 16.D.6.
November .ag , 2006
Borrower: Sandy D. Gutierrez
7338 Bristol Circle, Naples FL 34120
(Property Address) (City) (State)
BORROWER(S) PROMISE TO PAY: I /We promise to pay Twenty -Seven Thousand Two Hundred
Eighty -Five Dollars ($27,285.00) (this amount will be called "principal ") to the order
of Collier County or to any other holder of this Note (the "Lender "), whose address is
2800 Horseshoe Drive North, Suite 400 Naples Florida 34104 . I /We understand
that the Lender may transfer the Promissory Note. The Lender or anyone who takes this
Note by transfer and who is entitled to receive payments under this Note will be called
the "Note Holder ".
2. INTEREST: Interest on this Note shall be zero percent (08) per annum; except that if
I /We fail to pay this Note as required, the interest rate shall be twelve percent (12 %)
per annum from the date when payment of this Note is due until I /We pay it in full.
3. PAYMENTS: Principal payments shall be deferred for the term of the first mortgage loan or
until sale of property, refinance or loss of homestead exemption , the date the last
payment is due on refinance or satisfy the first mortgage loan, I /We agree to immediately
pay the entire sum due under this Note. My /Our total payment shall be U.S. $27,285.00.
4. BORROWER'S RIGHT TO PREPAY: I /We have the right to make payments of principal at any
time before they are due. A payment of principal only is know as a "prepayment ". When
I /We make a prepayment, I /we will tell the Note Holder in writing that I /we am doing so.
I /We may make a full prepayment or partial prepayment charge. The Note Holder will use
all of my prepayments to reduce the amount of the principal that I owe under this Note.
If I /We make a partial prepayment, there will be no changes in the due date or in the
amount of my monthly payment unless the Note Holder agrees in writing to those changes.
If I /We make a partial prepayment, 11 be no prepayment penalty adhering to or
associated with such prepayment - AIP R T
LOAN CHARGES: If a law, lies to era nd which sets maximum loan charges,
is finally interpreted so the interest or the loan charges collected or to be
collected in connection it an exceed the pe tted limits; then (i) any such
loan charges shall be ed a the nece sar to reduce the charges to the
permitted limit; and (i) n sums r d c llect om me which exceeded permitted
limits will be re funde t e o ma choose to make this refund by
reducing the principal ft /We o e u e i t o by making a direct payment to
me /us. If a refund e in i a , he d ct will be treated as a partial
prepayment.
6. RUBORDINATION: Lender a�ic� orrower acknowle�andj ee that this Security Instrument
is subject and subordinat all respects to i , terms, covenants and conditions
of the First Deed of Trust n o all advances ore made or which may hereafter be
made pursuant to the First Trust in d{ 11 sums advanced for the purpose of
(a) protecting or further sec n First Deed of Trust, curing defaults
by the Borrower under the Firs d ust or for any other purpose expressly
permitted by the First Deed of Trust or (b) constructing, renovating, repairing,
furnishing, fixturing or equipping the Property. The terms and provisions of the First
Deed of Trust are paramount and controlling, and they supersede any other terms and
provisions hereof in conflict therewith. In the event of a foreclosure or deed in lieu
of foreclosure of the First Deed of Trust, any provisions herein or any provisions in any
other collateral agreement restricting the use of the Property to low or moderate income
households or otherwise restricting the Borrower's ability to sell the Property shall
have no further force or effect on subsequent owners or purchasers of the Property. Any
person, including his successors or assigns (other than the Borrower or a related entity
of the Borrower), receiving title to the Property through a foreclosure or deed in lieu
of foreclosure of the First Deed of Trust shall receive title to the Property free and
clear from such restrictions.
Further, if the Senior Lien Holder acquires title to the Property pursuant to a deed in
lieu of foreclosure, the lien of this Security Instrument shall automatically terminate
upon the Senior Lien Holder's acquisition of title, provided that (i) the Lender has been
given written notice of a default under the First Deed of Trust and (ii) the Lender shall
not have cured the default under the First Deed of Trust within the 30 -day period
provided in such notice sent to the Lender.
BORROWER(S) FAILURE TO PAY AS REQUESTED:
(A) Default
If I /we do not pay the full amount as required in Section 3 above, I /we will be in
default. If I am in default, the Note Holder may bring about any actions not prohibited
by applicable law and require me /us to pay the Note Holder's cost and expenses as
described in (B) below.
(B) Payment of Note Holder's Cost and Expenses
If the Note Holder takes such actions as described above, the Note Holder will have the
right to be paid back for all of its costs and expenses, including, but not limited to,
reasonable attorneys' fees.
GIVING OF NOTICES: Unless applicable law required a different method, any notice that
must be given to me /us under " ' by delivering it or by mailing it by
Packet Page -2452-
* ** OR. A194 pr. IQ17 *t*
first class mail to me at the Property Address on Page -i or' 9/23/2014 16.D.6.
I /we give the Note Holder a notice of my /our 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) or at a
different address if I /we have been given a notice of that different address.
OBLIGATIONS OF PERSONS UNDER THIS 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 of 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.
10. 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.
11. UNIFORM SECURED NOTE: This Note is a uniform instrument with limited variations in some
jurisdictions. In addition to the protection 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 /we do
not keep the promises which I /we make in this Note. That Security Instrument describes
how and under what conditions I /we may be required to make immediate payment in full of
all amounts I /we 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 or
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. T,
If Lender exercises this opti R EJ 'J+ Borrower notice of acceleration. The
notice shall provide a peri of less tha (30) days from the date the notice
is delivered or mailed, w' tla //// hich Borrower mu pa all sums secured by this Security
Instrument. If Borrowe (s) pay these rior to the expiration of this
period, Lender may inv e netted y his Security Instrument without
further notice or demand Borrowe
Notwithstanding the ove he" L n
proceeds hereunder sha 1 su e t
Holder to collect and aL p
12. This note is governed as Cg,struod in
WITNESS THE HAND (S) AND OF THE UNDERSI
- - ,� CIE CZRC��
Borrower San y Gutierrez
Borrower
.lect and apply the insurance
the rights of the Senior Lien
th the First Deed of Trust.
Laws of the State of Florida.
RETURN TO: Collier County Financial Administration & Housing Department
2600 North Horseshoe Drive, #400 File #: 05 -117
Naples, FL 34104
Phone: (239) 403 -2338 Fax: (239) 403 -2331
Packet Page -2453-
9/23/2014 16.D.6.
Prepared by: Mandy Moody
Collier County
Housing, Human & Veteran Services
3339 E. Tamiami Trail
Naples, FL 34112
THIS SPACE FOR RECORDING
SATISFACTION OF MORTGAGE
KNOW ALL MEN BY THESE PRESENTS: That COLLIER COUNTY, whose post office address is
3299 E TAMIAMI TRAIL, NAPLES, FLORIDA 34112, the owner(s) and holder(s) of a certain
Mortgage executed by Sandy Gutierrez to COLLIER COUNTY, bearing the date of January 5, 2007,
recorded January 9, 2007 , in Official Records Boon 4166, Page 3942, of the Public Records of Collier
County, Florida, securing a principal sum of $27,285 and certain promises and obligations set forth in
said Mortgage, upon the property described in the aforementioned Mortgage.
COLLIER COUNTY hereby acknowledges payment and satisfaction of said Mortgage, in accordance
with Collier County Short Sale Policy, approved by the Board of County Commissioners on February 28,
2012, Agenda Item 16.13.7, and surrenders the same as cancelled, and hereby directs the Clerk of said
Circuit Court to cancel the same record.
This Satisfaction of Mortgage was approved by the Board of County Commissioners on -
2014 Agenda Item Number
ATTEST:
DWIGHT E. BROCK, CLERK
, DEPUTY CLERK
Approval for form and legality:
Jennifer A. Belpedio \0�
Assistant County Attorney
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA
TOM HENNING, CHAIRMAN
Packet Page -2454-
-SSt,Z- aged 1@10ed
A. U. S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT B. TYPE OF LOAN
SETTLEMENT STATEMENT
-1
Cottrell Law and Title Group FHA 2. FMHA 3. 1
COW UNINS.
809 Walkerbi It Road, Suite 6 A. VA 5. COWINS-
__I
Naples, Florida 34110 ;
7 U..
(239) 431.8200 fax: (239) 431-8201 4 F 1a Number NnmAer
20130177
$-M-pp I., C.. N..
C.'v&E. nlsprm ujiu-nishedlo give you a statement ofaclual sentement costs. Amounts paid to and ky the sodoinem agent are shown.
!terns marked
(pael were paid outside the closhn, j. rev �are shown here for inJarntational purposes and ar, not included in the totals.
Morgan Douglas Enterprises, LLC
D. Buyer: 28200 Old 41 Road, Suite 208
Bonita Springs, Florida 34135
Sandy D. Gutierrez
E. Seller: 7338 Bristol Circle
Naplesjlmridda 34120
F-len-der:
7338 Bristol Circle
G. Property: Naples, Collier County, Florida 34120
Lot 60, BRISTOL PINES, PHASE 1, Book 43, Page 78, Collier County, Florida
H. Settlement Agent: Cottrell Law and Title Group
Place of Settlement: 809 Walkerbilt Road, Suite 5, Naples, Florida 34110 Collier County_
L Settlement Date: July 10, 2014
J. Summary of Buyer's Transaction K. Summary of Seller's Transaction
Lo 4(
Is Amount Due From Buyer: 00. Gross Amount Due To Seller:
-
101, Contract Sales . P rice . ........ .
108,3iFO.00
162. Persona{ Property 402 Personal per
_Pro
I03. Settlement Charges to Buyer(Aine. 1-4,00.) -.18,48.4.89; 403,
104.
105, 4111
Adjustments For hems Paid by Seller in Advance: I Adjustments for Items Paid _by_ Seller �jn_Advance:
City Town Taxes
406. city (Town Taxes
..106. /
107. . County / Parish faxes
407. County / Parish Taxes
Assessments
408. Assessments
109.
46§.
110.
410.
411.
120. Gross Amount Due from Bu "r. 126,984 89 Gross Amount Due to Seller:
108,500.00
11 on uts Paid by or in Behalf of Buyer:
500. Reductions in Amount Due to Seller;
201. Deposit / Earnest Money 1,000.00 instructions)
202. Principal Amount of New Loan Settlement Charges to Seller (L�te!ILOJ
Existing L
201. F 503. 1 Ddistinp oan(s)
-
204. 504* Payoff ol'First Mortgage to lb�eriaBank
96,932.63
Payoff of Second Mortgage to Collier County
205. 505.
1,637.10
Board of County Commissioners
206. 506. Purchase Money Mortga
207. 507
Adjustments jq!:j!!�rns Unpaid by Seller
for a4k.Seiler:
City Town Taxes 510. C / Town Taxes
211. County Parish Taxes Jan 1, 2014 thin Jul 9, 308,27 511. County / Parish Taxes Jan 1, 2014 thru Jul 9,
308 27
2014 2014
212. Assessments 512. Assessments
214. 514.
220. Total Paid by for Buyer: 1,308.27 520. Total Reductions in Amount Due
108,500.00
Seller:
_Cash at Settlement from / to Buyer: 1600. Cash at Settlement to / from Seller:
301. Gross Amount due from Buyer (line 120) 126,984,89 1 601. Gross Amount due to Sell 420)
362.* Less Amount Paid by/for Buyer (line 220) 1136817 602. Less Reductions Amount due Seller (line 520)
.. .. .... . .
11&500:00
303. Cash From Buyer: $125,676.62 1603. Cash From Seller:
S0.00
9'0*9� VWVEZ/6
Settlement Date'July 10, 2014 -9SVZ- aged IaMoed
L. Settlement Charges
-,
700. Total Sales /Broker's Commission:
Based on Price $108,500.00 @ 6.00% = $6,510.00
Division of Commission as follows
File Number: 20130177
Paid from Paid from
Buyer's Seller's
Funds at Funds at
3,255,00 to Tee Reality, Inc,
Survey
Settlement Settlement
1302,
-PS.SL Inspection
1303.
Impact Fees to _Collier ounrity f
1(�,S-- _ Board o County Commissioners
703. Commission Paid at Settlement
-
'Lity'
Reimburse f_o_r_Est_o_ el Fee to Law Offices of W. Justin Cottrell, PA.
PP
225.00 i 100,00
6-5 10.00
764. Transactoin Fee to q jealty
-1--495
-001
--- - - -
705.
-866. Items Payable in Connection with Loan:
1309.
1400. Total Settlement Charges (Enter on line 103, Section J and line 502, Section K)
............
801- Loan On i-
gination Fee
i s9,622.00
862. Loan Discount
Al)praisal Fee
864 Credit Report
05. Lender's Inspection Fee
866. Mortgage Insurance Application Fee
As s umptio n Fee
809.
809:
-- - ---- -------
400. Items Reg uired_by_Lender to be Paid in Advance:-,
901. Daily interest charge from 1pi 10, 2014
-.-,-,,902, Mortgage In - surance Premium --
963. Hazard Insurance Premium
9U4. Flood insurance-Premium
965.
906.
1000. Reserves Deposited
--
1061. Hazard Insurance
1661 Mortgage
1063. City Property Taxes
- ---------
1004. ntv Property Taxes S
-Con
--- -- I 665 . Ann ual Assessments
1066.-
60.
------
1100. Title Charges_
9 .. .... ......
1101. Settlement or Closing to Cottrell Law and TitIcGroUP
395,00
400,00
-Fee
1162, Abstract or Title Search to Attorney's Title Services, LLC
175.00
- Exa,
1103. 'fit i e Examination
- -- -------
1104. Titic I11SUrance Binder
1105. Document Preparation
-i
1106. ouary Fees
Attorney Fees to Cottrell Law Title Group
1107. and
1,500.00
1,000.00
(includes above item numbers:
Title Insurance to Cottrell Law Title Group
1108. and
617.50
(includes above item numbers:
1 109. Lender's C
s ov age_
-I
Jim Owner's er 's Coverage 108,500.00 Risk Rate Premium:
$617.50
i - . r -- --1 w-i'--
I I I, Ad n in is taon Fee to Cott re11a andTtledroup
60.00
G0.00
1112.
1113,
lioo.- -Government Recording and Transfer Charges :
Deed 18.50 Mortgage
0.00 Releases
0.00 i
18.50
1202. -City /Conn ty_jTdStaipps: Deed 0.00
Mortgage-
I . M3. - Sta- te r aW_ S_ta _ p s: Deed 759.50
M-o.-rgage
0.00
759.50
1204- Intangible Tax to Clerk of the Circuit Court
1265. Record Releases to Clerk--of-the -Circuit Court -
126C Record Certificate of Approval to Clerk of the Circuit Court 10.00
--1267.
1306-. . -Additional Set_tlement Ch-ai---g-e`s:-
1301.
Survey
1302,
-PS.SL Inspection
1303.
Impact Fees to _Collier ounrity f
1(�,S-- _ Board o County Commissioners
14,047.53,
Reimburse f_o_r_Est_o_ el Fee to Law Offices of W. Justin Cottrell, PA.
PP
225.00 i 100,00
1305,-
Past Due Association Fees to Bristol Pines Homeowners Association-
-to
1366.
Capital C�ontdibution Bristol Pinc"s"'H--ome-owne-rs-A-ss-o--ci--atioi-i---
1,494.00
1367.
1309.
1400. Total Settlement Charges (Enter on line 103, Section J and line 502, Section K)
............
$18,484.89
i s9,622.00
*9*0'9� KOZ/CZ/6
Settlement Date:July 10, 2014 -LStZ- aged I@Noed File Number: 20130177
A. U. S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
Cottrell Law and Title Group
809 Walkerbilt Road, Suite 6
Naples, Florida 34110
(239)431 -8200 fax: (239)431-820t
I have carefully reviewed the MUD - I Scit merit Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and
disbursements made o, my count or Win this Iran utivn. I funher certify that I have received a copy of HUD -I Settlement Statement.
Morg n ougl Ent • , LLC
Seller: — . .. _ ..
IJttyer: - -
Scott D. Hunter. Managing Member Sandy U. G rsez
The H UD -I Sctlement tale nt which 1 have prepared i ue and accurate account of iltis transact( I have caused or will cause the funds to be disbursed in
accordance with this s ement.
Settlement Agent: Date: July 10, 2014
Diana L. Ilogue
WARNING: It is a crime to knowingly make false statements to the united States on this or any other similar form. Penalties upon conviction can include a tine or
imprisumnent. For details see: Title 18 U.S. Code Section 1001 and Section 1010.
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