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HomeMy WebLinkAbout17- Closing Documents - DLP, LLC - 801 North Rouse Avenue WHEN RECORDED, RETURN TO: City of Bozeman P.O. Box 1230 Bozeman, MT 59771 WARRANTY DEED KNOW ALL PERSONS BY THESE PRESENTS: THATfor value received,DLP,LLC whose mailing address is 10 East Olive, Bozeman, MT 59715, as the Grantor, does hereby grant, bargain, sell, convey and confirm unto CITY OF BOZEMAN, whose mailing address is P.O. Box 1230, Bozeman, MT 59771, the Grantee, the following described premises in Gallatin County, Montana, to-wit: THE LEGAL DESCRIPTION OF THE REAL PROPERTY WHICH IS THE SUBJECT OF THIS WARRANTY DEED IS ATTACHED HERETO MARKED AS EXHIBIT "A" FOR IDENTIFICATION AND BY THIS REFERENCE FULLY AND COMPLETELY INCORPORATED HEREIN. TO HAVE AND TO HOLD the said premises, with their appurtenances unto the said Grantee forever. And the Grantor does hereby covenant to and with the said Grantee that the Grantor is the owner in fee simple of said premises and that they are free from all encumbrances excepting those listed on Exhibit "A" attached hereto, and that the Grantor will warrant and defend the same from all lawful claims whatsoever. This Deed is given with the covenants set forth in§30- 11-110, M.C.A. 2 DATED this I Jday of March, 2017. DLP, LLC By: STATE OF MONTANA ) Its: Z : ss County of Gallatin ) On this day of March, 2017, be!ipre me a Notary Public in and for the State of Montana, personally appeared known to me to be s — A of DLP, LLC and the person who subscribed hi name to the within instrument and acknowledged to me that he executed the same pursuant to gie authority vested in him. IN WITN SS HEREO I have hereunto set my hand and affixed my notarial seal the day and year above written. !� Notary Pub is for the State of Montana GA�uSEr,dl } G ot�rDPub it cs Residing at Montana =for the State of Montana My Commission expires *' *- Residin SF'AL.��; Bozeman, Montana P; OF- �y Commission Expires: July 29, 2pt 8 EXHIBIT"A" TO WARRANTY DEED Legal Description Lots 11 and 12, Block 29 of Imes Addition to the City of Bozeman, Gallatin County,Montana,according to the official plat thereof on file and of record in the office of the County Clerk and Recorder of Gallatin County, Montana. [Plat Reference: C-41] EXCEPTING, thererom: Bargain and Sale Deed recorded December 7, 2015, Instrument No. 2532291. TOGETHER WITH the tenements, hereditaments, and appurtenances thereunto belonging or in anywise appertaining thereunto. FURTHER TOGETHER WITH all water,water rights,ditch and ditch rights appurtenant to the hereinabove described real property, if any there be owned by Grantor. FURTHER TOGETHER WITH all minerals, mineral rights, mineral interest, royalties, royalty rights and royalty interest appurtenant to the hereinabove described real property, if any there be owned by Grantor. FURTHER SUBJECT TO all matters of record, including but not limited to the following: any and all terms,easements: rights-of-way, matters, covenants, provisions, restrictions, conditions, rights, interests,claims,flood plain designations and reservations of record, and notations and dedications on the plat. FURTHER SUBJECT TO the lien for general and special real estate taxes and assessments. GEOCODE(S) REALTY TRANSFER CERTIFICATE Confidential Tax Document The information contained in this certificate is confidential by Montana law,Unauthorized disclosure of this information ASSESSMENT CODE: is a criminal offense. The Department of Revenue will change the name on ownership records used For the assessment and taxation of real property when this form is fully and accurately completed and signed.(Please read the attached Instructions on PART 1-DATE OF TRANSFER(SALE) Page 1 for assistance in completing and filing this form). Montana law requires this form be completed and may impose up to a ' MMlDDNYYY $500 penalty for failure to file a Realty Transfer Certificate(15.7-304,305 £ ( ) and 310,MCA) PART 2-PARTIES Please complete this section in full;N•additional space is requited,please attach a separate page Seller(Grantor) List the last 4 digits of the SSN or FEIN C Name DLP,LLC SSN 00000 g Mailing Address 10 East Oliva SSN 000 00 �Q�- g (Permanent) _ ------- FEIN 00 -QOO. _ City Bozoman STMT Zip 59715 Daytime Phone Seller Principal Residence _Yes ✓No _ m — E Buyer(Grantee) - Name CITY OF BOZEMAN SSN 000 00 Mailing Address P.O.Box 1230 SSN 000 DO (Permanent) FEIN_QQ_ Daytime Phon City Bozeman STMT Zip 59771 ._ Buyer Principal Residence _Yes ✓No Transfer to Trustee,Custodian,or other Mailing Address _ Representative: For Tax Notice Trust FEIN 0 �QQ_ (If different) City ST_Zip Minor SSN 000 - 00 PART 3—PROPERTY DESCRIPTION Please complete fully;6 additional space is re qulred please attach a separate page Legal Description...... Attachment Id AddlSub Block Lot County Cityrrawn __ Section Township_............Range PART 4—DESCRIPTION OF TRANSFER Please complete frilly,more titanone inay.apply, B Sale U Gift U Barter D Nominal or No Consideration 0 Part of 1031 or 1033 exchange ❑Transfer is subject to a reserved life estate ❑Beneficiary deed Distressed sales: ❑Sheriffs deed J Trustee's deed ❑Deed in lieu of foreclosure ❑Short sale C3 Other Transfer by Operation of Law U Termination of joint tenancy by J Termination of life estate by U Court order or decree ❑Merger,consolidation,or other death death fexcept sherril sale) business entity reorganization PARTS-EXCEPTIONS FROM PROVIDING SALES PRICE INFORMATION' Please oomplete fully,more than oats may SPPiy J Gin ❑Termination of life estate by death 7 'Transfer in contemplation of death without consideration U Transfer pursuant to court decree(except sheriff's sale) 0 Transfer between husbandlwife or parent/child for nominal J- Tax deed consideration J Merger,consolidation or reorganization of business entity ❑Transfer of property of the estate of a decedent J Land eligible for tlmberlandlforestland classification 05-44-103.MCA) ❑ Transfer by government agency U Land eligible for agricultural Classification(15-7-201,MCA) 0 Correction,modification,or supplement of previously recorded U Transfer to a revocable living trust nslrumentr no additional consideration U Other(Spe6fy Type) J Termination of joint tenancy by death PART 6—SALE PRICE INFORMATION Please complete fully,mare than one may apply Actual Sale Prtc9A t Value of good will included in sale$ Fin anc ng: V Cash _FHA �VA _Contract _Other Was an SID payoff included in the sale price?_Yes _No Terms: _New loan OR _Assumption of existing loan Did the buyer assume an SID?_Yes _NO Value of personal property included in sale$ Amount of SID paid or assumed:$ Value of inventory included in sale$ Was a mobile home included in the sale? _Yes _No Value of licenses included In sale$ PART 7—WATER RIGHT DISCLOSURE-This Disclosure is only appliaalNe to that property identified in PART 3 above 71 B A. Property is served by a public water ❑ B. Seller has no water ❑C. Seller is transferring ALL ❑0. Seller is dividing or exampling supply,i.e..city,irrigation district,or rights on record with water rights on record (reserving)water rights.Seller water district provides water. ONRC to transfer. with ONRC to the Buyer, must file Water Right Update form. Seller(Grantor)Signature _ Date, PART S—PREPARER INFORMATION Prepai ar's signature is required Namerride HoIly March SummnrSlAttrfneV (please print) Mailing Address';17 c 22nd Ayen,o R3 NIP 1 Daytime Phone 440-,0-93313 _ City R07e11'rian ST NjL Zip 597ffi Clark and Recorder Use Only Recording Information Document# Book Page ,,,,,_Date—_ Department of Revenue Copy Page 3 EXHIBIT"A" TO REALTY TRANSFER CERTIFICATE Legal Description Lots 11 and 12, Block 29 of Imes Addition to the City of Bozeman, Gallatin County, Montana,according to the official plat thereof on file and of record in the office of the County Clerk and Recorder of Gallatin County, Montana. [Plat Reference: C-41] EXCEPTING, thererom: Bargain and Sale Deed recorded December 7, 2015, Instrument No. 2532291. TOGETHER WITH the tenements, hereditaments, and appurtenances thereunto belonging or in anywise appertaining thereunto. FURTHER TOGETHER WITH all water,water rights,ditch and ditch rights appurtenant to the hereinabove described real property, if any there be owned by Grantor. FURTHER TOGETHER WITH all minerals, mineral rights, mineral interest, royalties, royalty rights and royalty interest appurtenant to the hereinabove described real property, if any there be owned by Grantor. FURTHER SUBJECT TO all matters of record, including but not limited to the following: any and all terms,easements, rights-of-way, matters, covenants, provisions, restrictions, conditions, rights, interests,claims,flood plain designations and reservations of record, and notations and dedications on the plat. FURTHER SUBJECT TO the lien for general and special real estate taxes and assessments. American Land Title Association ALTA Settlement Statement--Buyer Adopted 05-01-2015 File No.: 621284-BZ First American Title Company �aick.r Printed: 03/10/2017,10:56AM �.• c, Officer/Escrow Officer: Pam Spiilane/gdh 924 Stoneridge Drive Suite#1•Bozeman,MT 59718 5� Settlement Location: Phone:(406)586-1978 Fax:(406)587-7804 924 Stoneridge Drive Suite#1,Bozeman,MT Final Settlement Statement 59718 Property Address: 801 North Rouse Avenue,Bozeman,MT 59715 Buyer: City of Bozeman Seller: UP,LLC Lender: Settlement Date: 03/13/2017 ,Disbursement Date: 03/13/2017 r..,.,_ Descrlpttat[� ., g "; Debit metal# Financial Sale Price 225,000.00 Deposit: Receipt No.14672 on 03/09/2017 by City of Bozeman 5,000.00 Pro ration s/Adjustments City/Town Taxes 03/13/17 to 06/30/17 @$203.54/yr 61.34 County Taxes 01/01/17to 03/13/17 @$1,582.10/yr 312.09 Title Charges&Escrow/Settlement Charges Settlement or Closing Fee to First American Title Company 125.00 e-document filing fee to First American Title Company 5.00 Government Recording and Transfer Charges Recording fee-Deed 14.00 Subtotals 225,205.34 5,312.09 Due From Buyer 219,893.25 Totals 225,205.34 225,205.34 Acknowledgement We/I have carefully reviewed the ALTA Settlement Statement and find it to be a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction and further certify that I have received a copy of the ALTA Settlement Statement. We/I authorize First American Title Company to cause the funds to be disbursed in accordance with this statement. Copyright 2015 American Land Title Association. File 0 621284-OZ All rights reserved Page 1 of 2 Printed an 03/10/2017 at IMS6 AM Buyer(s): City of Bozeman By: C"A' ` Name:Chris Kukulski Title:City Mana By: Name: reg Sullivan Title:City Attorney Escrow Officer: Pam Spillane Copyright 2015 American Land Title Association. Pile k 621294-OZ All rights reserved Page 2 of 2 Printed on 03/10/2017 at 10:56 AM CLOSING ESCROW INSTRUCTIONS PURCHASE Escrow No.: 621284-BZ Officer: Pam Spillane Date: March 13, 2017 Buyer: City of Bozeman To: First American Title Company, 924 Stoneridge Drive Suite #1, Bozeman, MT 59718 I/We hereby agree to purchase the hereinafter property as described in Schedule A of Commitment No. 621284- BZ situated in Gallatin County, Montana for a total consideration of $225,000.00 and will on or before closing hand you said consideration, which is payable as follows: Earnest Money Deposit $ Balance of Sales Price in the amount of $ (closing costs and/or fees are additional) I/We will deliver to you any additional funds and execute any instruments which are necessary to comply with the terms hereof, all of which you may use when you hold for me a Warranty Deed from: DLP, LLC You are authorized and instructed to issue the specified title insurance policy or policies, in the specified amounts, to-wit: OWNERS ALTA HOMEOWNER'S $ OWNERS STANDARD$225,000.00 OWNERS EXTENDED $ LENDERS STANDARD $ LENDERS EXTENDED $ on the property described on attached Order No.: 621284-BZ Showing title vested in: City of Bozeman Subject to: 1. Paragraphs 1 through 13 of Schedule 'B' of Owner's Commitment for Title Insurance Order No. 621284-BZ, dated January 24, 2017, Revision No. 2, a copy of which is attached hereto. Z. Additional documents creating exceptions that will be recorded at the time of closing: NONE I have read the above referenced preliminary title commitment and approve the policy of title insurance to be issued as required by instructions to include the above vesting and exceptions: Buyers Initials: Seller(s) and Buyer(s) hereby acknowledge that all contingencies and conditions on the Buy/Sell Agreement dated February 27, 2017 and addendums dated on or after N/A, have been either satisfied or nego 'aced outside of this escrow. Seller initials: Buyer initials: ` PRORATE AND/OR ADJUST THE FOLLOWING AS OF 03/13/2017 -CHECK THOSE WHICH APPLY- - 1. Taxes based on the amount of the tax statement set forth below under type of taxes for the year therein specified of the Tax Collector which has been issued prior to the close of escrow. No liability is assumed for the errors, omissions, and/or changes in the amount of the General County Taxes assessed on real and personal property by the County Assessor and/or Taxing Authority. (If the amount of the new tax bill issued by the Tax Collector after the close of escrow is more or less than the amount used for proration purposes, the difference, if any, will be adjusted by the parties herein outside of escrow.) Sellers are to FORWARD to buyers any present or future tax bills on property herein. TYPE OF TAXES: [ x ] Real Property 2016 [ ] Mobile Home [ ] Personal Property 2. Rents/Security Deposits 3. Condo or Homeowner's Association Dues 4. City Water/Sewer 5. City/County SID's (State Specific) 6. Other Seller initials: Buyer initials: LOAN CALCULATIONS/PAYOFFS Loan amounts shown in seller(s) and buyer(s) settlement statements were determined from information provided to First American Title Company by the lender, or escrow provider, copies of which are available to the parties for inspection. Any inaccuracies or deficiencies in the calculation of these amounts by the lender or escrow p eider remain the responsibility of the party legally obligated thereunder. Seller initials: Buyer initials: WATER RIGHTS The parties acknowledge that First American Title Company is not responsible for the transfer of any water, or water rights. I hereby agree to hold you harmless from the failure of the transfer of water to myself regardless of the reason or cause. If any transfer of water is being done, it is an accommodation for me. I understand that you have not made a search of the water rights to this land. I further understand that you are not making any representation and warranty concerning said water rights. By Montana law, failure of the parties at closing or transfer of real property to pay the required fee to the Montana Department of Natural Resources and Conservation for updating water right ownership may result in the transferee of the property being subject to a penalty. Additionally, in the case of water rights being exempted, severed, or divided, the failure of the parties to comply with section 85-2-424, MCA, could result in a penalty against the transferee and rejection of the deed for recording. Seller initials: Buyer initials: `'� First American Title Company is hereby authorized and instructed to insert appropriate addresses on any and all documents generated by this escrow, that may or may not have been previously signed by buyers and/or sellers herein. GENERAL PROVISIONS AUTHORIZATION TO FURNISH COPIES You are authorized to furnish a copy of these instructions, amendments thereto, settlement statements and any other documents deposited in this escrow, except as noted in the paragraph immediately below, only to lender(s), real estate agent(s), broker(s) and/or attorney(s) involved in this transaction ("interested third parties") upon request. The Closing Disclosure will not be provided to interested third parties or to an outside party. This is mandated by the new privacy regulations, lenders' requirements, and for the protection of NPPI (Non- Public Personal Information). MISCELLANEOUS FEES Escrow Holder may incur certain additional costs on behalf of the parties for services performed by third party providers. The fees charged by Escrow Holder for such services may include a mark up over the direct cost of such services to reflect the averaging of direct, administrative and overhead charges of Escrow Holder for such services. RECONVEYANCE In the event a lender who is paid in full in connection with this escrow, fails to timely forward the paid Note and a request for reconveyance of the paid Deed of Trust, the escrow holder acting as trustee and title insurer may use the procedures outlined in state statutes and regulations to effect a reconveyance of the Deed of Trust. Among other provisions of this chapter is the following: 'The reconveyance of a trust deed pursuant to this chapter shall not itself discharge any personal obligation that was secured by the trust deed at the time of its reconveyance." DEPOSIT OF FUNDS AND DISBURSEMENTS All disbursements shall be made by your check. You are authorized not to close escrow or disburse until good funds, as provided for in state statutes and regulations have been confirmed. All funds received in this escrow shall be deposited in one or more of your general escrow accounts with any bank doing business in said State may be transferred to any other general escrow account or accounts. Upon specific instructions from all parties to this escrow, you may hold funds as otherwise instructed herein. CLOSE OF ESCROW The expression "close of escrow" means the date on which instruments referred to herein are filed for record unless otherwise indicated herein. Recordation of any instrument delivered through this escrow, if necessary or proper in the issuance of a policy of title insurance called for, is hereby authorized. CONFLICTING DEMANDS OR CLAIMS Should you, before or after the close of escrow, receive or become aware of any conflicting demands or claims with respect to this escrow or the rights of any of the parties hereto, or any money or property deposited herein or affected hereby, you shall have the right to discontinue any or all further acts on your part until such conflict is resolved to your satisfaction, and you shall have the further right to commence or defend any action or proceedings for the determination of such conflict. The provisions herein shall include, but are not limited to, conflicting demands or disputed claims relating to the real estate commissions and/or brokerage fees. ATTORNEYS FEES, COST/SUIT IN INTERPLEADER The parties hereto jointly and severally agree to pay all costs, damages, judgments and expenses, including reasonable attorney's fees suffered or incurred by you in connection with, or arising out of this escrow, including, but without limiting the generality of the foregoing, as suit in interpleader brought by you. The parties expressly agree that you, as escrow holder, have the absolute right, at your election, to file an action in interpleader. You are authorized to deposit with the Clerk of Court all documents and funds held in this escrow. RIGHT OF CANCELLATION If any party to this escrow elects to cancel these instructions because of the failure of any party to comply with any of the terms hereof within the time limits provided herein, said party so electing to cancel shall deliver a written notice to the other party and escrow agent demanding that said other party comply with the terms hereof within ten days from the receipt of said notice by escrow agent that these instructions shall hereupon become canceled. When the written notice is delivered to escrow agent by the party so electing to cancel, escrow agent shall within 5 days thereafter send a copy of said notice to the other party in the manner provided by law and the usual practices of the escrow agent. In the event said other party shall fail within said ten day period to comply with all of the terms hereof, these instructions shall become canceled and escrow agent is thereupon authorized: (a) first, to pay to the party electing to cancel any earnest money deposited hereunder by said other party, after deducting any charges: (b) second, to pay to said other party, any other money deposited hereunder by said other party, after deducting any charges remaining unpaid; (c) third, to pay to the party electing to cancel, any money deposited by said party, after deducting any charges remaining unpaid; and (d) fourth, to return all documents deposited hereunder to the party who delivered the same except documents executed by more than one party, which shall be marked "canceled" and retained in the files of escrow agent. LEGAL ADVICE Both Seller and Buyer acknowledge by their signatures hereon the following: I have been specifically informed that First American Title Company (hereinafter designated as "First American Title Company") is not licensed to practice law and no legal advice has been offered by First American Title Company or any of its employees. I have been further informed that First American Title Company is acting only as escrow agent and that it is forbidden by law from offering advice to any party regarding the merits of this escrow transaction or the nature of the instruments utilized, and that it has not done so. I have not been referred by First American Title Company to any named attorney or attorneys or discouraged from seeking advice of any attorney, but have been requested to seek legal council of my own choosing at my own expense, if I have doubt concerning any aspect of this transaction. CONSUMER COMPLAINTS If you have a concern or complaint about the settlement services or title insurance you received from us, please contact our compliance team at: cfpb@titlefc.com or Title Financial Corporation Compliance Department P.O. Box 580 Blackfoot, Idaho 83221 PREPARATION OF FORM DOCUMENTS I further declare all instruments to which I am a party, if prepared by First American Title Company, have been prepared under the direction of my attorney, agents acting in my behalf, or myself, at my direction or request, and particularly declare that copying legal descriptions from title reports onto forms of deeds, etc., or reforming of legal descriptions or agreements, is or will be solely at my direction or request. PERSONAL PROPERTY TAXES No examination or insurance as to the amount or payment of personal property taxes is required unless specifically requested. TAXPAYER REPORTING INFORMATION The Seller(s) acknowledges that Federal Law requires First American Title Company to report this transaction to the Internal Revenue Service on Form 1099. FACSIMILES/ELECTRONIC DOCUMENT DELIVERY In the event Seller and/or Buyer utilize facsimile or electronically transmitted documents, Seller and Buyer agree to accept and instruct First American Title Company to rely upon documents as if they bore original signatures. Seller and Buyer agree to provide the documents bearing the original signatures within 5 days of transmission. Seller and Buyer acknowledge and agree that any documents necessary for recording may not be accepted by the County Clerk and Recorder, with facsimile or electronically transmitted signatures, thus delaying the close of escrow. AMENDMENTS TO ESCROW INSTRUCTIONS Any amendments of and/or supplements to any instructions must be in writing. If any "Earnest Money Agreements," "Receipt and Agreements to Purchase" or the like are attached to these instructions and one or more terms of said agreements conflict with or vary from these instructions, these instructions shall nevertheless, control. FINANCIAL SOLVENCY Both Seller and Buyer hereby agree to hold First American Title Company harmless from all liability due to the financial status or insolvency of any other party, or any misrepresentation made by any other party and any loss or impairment of funds that have been deposited in escrow that are in the course of collection or while those funds are on deposit in a financial institution if such loss or impairment results from the failure, insolvency or suspension of a financial institution, or any loss or impairment of funds due to the invalidity of any draft, check, document or other negotiable instrument delivered to the escrow agent. We have been afforded adequate time and opportunity to read and understand these escrow instructions and all other documents referred to therein. I/We approve of the foregoing instructions, agree to be bound thereby, and will deliver to you documents, instructions and/or funds required within the time limits specified herein, which you are authorized to deliver when you can issue your policy of title insurance as set forth above. You are instructed to use the funds and record the documents to comply with said escrow instructions and to pay all encumbrances of record necessary, without further approval including prepayment penalties, to show title as herein provided. I agree to pay your usual escrow fees, drawing of documents and such other charges which are advanced for my account regardless of the consummation of this escrow. I also agree to pay title insurance premiums and recording fees which are properly chargeable to me. Dated: March 13, 2017 BUYER(S): City of Bozeman By: C�� A-2��� Name: Chris Kukulski Title: City Man r By: Nam : reg Sullivan Title: City Attorney Address: PO Box 1230 Bozeman, MT 59771-1230 SELLER(S): DLP LLC DLP, LLC By: I Nam avid L. erlstein Title: Manager Address: 10 East Olive Street Bozeman, MT 59715 �a First American Title Company TAX AGREEMENT Date: March 08, 2017 File No.: 621284-BZ(pjs) Property: 801 North Rouse Avenue, Bozeman, MT 59715 The tax value shown on the attached closing statement is based on ESTIMATES. Buyer and Seller herein affirm and agree that First American Title Company, its employees, agents, or assigns have not made any warranties as to the accuracy of these tax figures. Further, Buyer and Seller agree that should the actual tax, as shown on the tax statement forwarded by the Gallatin Assessor/Treasurer's Office during the year of the sale differ from the figure represented on the attached closing statement, the following will occur: 1. In the event Buyer has received excess credit based on the "estimated tax", Buyer agrees to reimburse Seller; or 2. In the event Buyer has not received sufficient credit based on the "estimated tax", Seller agrees to reimburse Buyer. 3. Payment of the pro-rated portion, due, if any, shall be made by the respective party (directly to the party) within thirty (30) days after notification of the actual tax assessed. 4. In the event there is no proration due to the property's status at the time of sale, parties agree to prorate outside of escrow, per their agreement. 5. PAYMENT OF ANY SUBSEQUENT TAX STATEMENTS WHICH MAY BE RECEIVED AFTER DATE OF CLOSING ON THIS TRANSACTION WILL BE HANDLED DIRECTLY BETWEEN THE RESPECTIVE PARTIES, AND FIRST AMERICAN TITLE COMPANY DOES NOT ASSUME ANY LIABILITY OR RESPONSIBILITY IN CONNECTION THEREWITH. 2016 Real PropertyTax(es) for Parcel No. RGH1715 and 29330 Tax Amount $1,582.10 and 203.54 Dated: day of —�lLG L C� 1 120 DLP, LLC City of Bozeman By: By: 5AV ty�l Name: David L. Perlstein Name: Chris Kukulski Title: Manager Ti : City Ma ger e Na : Greg Sullivan Title: ity Attorney Page 1 of 2 WHAT DOES OLD REPUBLIC TITLE DO WITH YOUR PERSONAL INFORMATION? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share,and protect your personal information. Please read this notice carefully to understand what we do. The types of personal information we collect and share depend on the product or service you have with us. This information can include: • Social Security number and employment information • Mortgage rates and payments and account balances • Checking account information and wire transfer instructions When you are no longer our customer, we continue to share your information as described in this notice. All financial companies need to share customers'personal information to run their everyday business. In the section • below,we list the reasons financial companies can share their customers'personal information; the reasons Old Republic Title chooses to share; and whether you can limit this sharing. For our everyday business purposes—such as to process your transactions, maintain your account(s), or respond to court Yes No orders and legal investigations, or report to credit bureaus For our marketing purposes—to offer our products and No We don't share services to you For joint marketing with other financial companies No We don't share For our affiliates'everyday business purposes— Yes No information about your transactions and experiences For our affiliates'everyday business purposes— No We don't share information about your creditworthiness For our affiliates to market to you No We don't share For non-affiliates to market to you No We don't share i - 5o to www.oldrepublictitle.com (Contact US) Who is providing this notice? Companies with an Old Republic Title name and other affiliates. Please see below for a list of affiliates. How does Old Republic Title To protect your personal information from unauthorized access and use,we use security measures protect my personal information? that comply with federal law.These measures include computer safeguards and secured files and buildings. For more information, visit http://www.OldRepublicTitle.com/newnational/Contact/privacy. We collect your personal information,for example,when you: How does Old Republic Title collect my personal information? Give us your contact information or show your driver's license • Show your government-issued ID or provide your mortgage information • Make a wire transfer We also collect your personal information from others, such as credit bureaus,affiliates, or other companies. Why can't I limit all sharing? Federal law gives you the right to limit only: • Sharing for affiliates'everyday business purposes-information about your creditworthiness • Affiliates from using your information to market to you • Sharing for non-affiliates to market to you State laws and individual companies may give you additional rights to limit sharing. See the"Other important information"section below for your rights under state law. i Affiliates Companies related by common ownership or control.They can be financial and nonfinancial companies. i • Our affiliates include companies with an Old Republic Title name, and financial companies such as Attorneys'Title Fund Services, LLC, Lex Terrae National Title Services, Inc., Mississippi Valley. Title Services Company, and The Title Company of North Carolina. i i Non-affiliates Companies not related by common ownership or control.They can be financial and non-financial companies. • Old Republic Title does not share with non-affiliates so they can market to you Joint marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you. • Old Republic Title doesn't jointly market. Oregon residents only: We are providing you this notice under state law. We may share your personal information (described on page I one) obtained from you or others with non-affiliate service providers with whom we contract, such as notaries and delivery services, in order to process your transactions. You may see what personal information we have collected about you in connection with your transaction (other than personal information related to a claim or legal proceeding). To see your information, please click on "Contact Us" at www.oldrepublictitle.com and submit your written request to the Legal Department. You may see and copy the information at our office or ask us to mail you a copy for a reasonable fee. If you think any information is wrong, you may submit a written request online to correct or delete it.We will let you know what actions we take. If you do not agree with our actions,you may send us a statement. LIN < ; American First Abs02171irst Title&Trust merican Guaranty Title Attorneys'Title Fund Compass Abstract,Inc. Insurance Company Services,LLC eRecording Partners Genesis Abstract,LLC Kansas City Management L.T.Service Corp. Lenders Inspection Company Network,LLC Group,LLC Lex Terrae National Title Lox Terrae,Ltd. Mara Escrow Company Mississippi Valley Title National Title Agent's Services Company Services,Inc. Services Company Old Republic Branch Old Republic Diversified Old Republic Exchange Old Republic National Old Republic Title and Escrow of HawaH, i Information Services,Inc. Services,Inc. Company Title Insurance Company Ltd. Old Republic Title Co. Old Republic Title Company Old Republic Title Company Old Republic Title Old Republic Title Company of Oklahoma of Conroe of Indiana Company of Nevada Old Republic Title Old Republic Title Company Old Republic Title Company Old Republic Title Company of Oregon of St.Louis of Tennessee Information Concepts Old Republic Title Insurance Agency,Inc. Old Republic Title,Ltd. Republic Abstract 8 Sentry Abstract Company he Title Company of itle Services,LLC Settlement,LLC North Carolina Trident Land Transfer Company,LLC