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Report 8 of 8 · the paper trail

📂 Document Index

The located files — deeds, easement, CC&Rs, refi chain, plans — and the MISSING items (stamped plat map, condo legal description).

✅ Found
Most docs
🔴 Missing
Plat + condo desc
2007
CC&Rs recorded
Both
Deeds located
Enterprise→504
Refi chain
995
Narrative exists
From 11_CX2_FILE_INDEX.md + 10_EASEMENT (file index) + 01/08 · June 23, 2026.
LocatedMissingWhere to pullSearch hits
✅
Located — the gold findsDeeds · easement · CC&Rs · refi · plans · narrative
›

Recorded / legal instruments

  • Reciprocal Grant of Easement — Loading Dock : Easement Agreement HOA.pdf (Cooley Trust ↔ HOA, affects 477-21-075)
  • Recorded CC&Rs — HOA CCR 10-31-2007.pdf, Doc #19635855, 65 pp
  • Deeds — land SHORT FORM DEED OF TRUST.pdf + building grant deed.pdf; signed buyers docs both parcels
  • Parcel reports — Property_Information_477-21-075.pdf + _477-27-030.pdf

Refi chain (Enterprise → Celtic/TMC/SBA 504 — confirmed)

  • SBA Note - Conformed.pdf · SBA_504_-_South_Bay_Training_LLC_.pdf
  • CELTIC 9:24:25 Term Sheet · cooley…Note Pay Off Letter_120325.pdf
  • enterprise bank 24601 - Transcripts.pdf · Fidelity…PAYOFF AUTHORIZATION · SBA Appraisal Approval / Terms

Zoning · environmental · construction · narrative

  • Historic Family Narrative for Zoning (the 995 story, 11/22/25) — use it
  • INSPECTION NOTICE 0 S 10TH STREET IN.pdf (Case #202510357) · Zoning.pdf · acreage-discrepancy doc (1.407 vs 0.91 vs 0.87 ac)
  • Phase I ESA (Nov 2022, multiple copies) + Environmental Approval Letter
  • Remodel 4.pdf · S. 10th Street.pdf site plan · buildout PNGs · Kidder Mathews appraisal AC25-369
  • 7th St lease — 2070 S 7th Street…Land Lease Draft.pdf
  • Attorney note — Contacts_Stephen_Scordelis_Berliner_Cohen.md; Zaro forms (sensitive — SSN/DOB)

Source: 11_CX2_FILE_INDEX.md (gold finds) · 10_EASEMENT_PARKING.md file index.

🔴
Missing / to chaseThe filing blockers
›
  • Stamped, wet-signed plat map showing both parcels + easement — the likely filing blocker (none surfaced; buildout PNGs/Remodel 4 are layouts, not a surveyed plat).
  • Standalone condo legal description / unit # for 477-27-030 — CC&Rs/condo plan "not supplied" to the appraiser.
  • Easement recording confirmation — scan shows signatures but no recorder stamp/date/doc # verify
  • CC&R §8.5 + Exhibit C (exact parking-allocation rule) — in the 65-pp PDF but unread.
  • LOADING DOCK RYR-37-22-DOC__2.pdf — possible 2nd dock instrument (located, unread).
  • Filename misses (live in contents/email, not filenames): Crabtree, pot club, rezone/GPA, code case 202510357, parkour, termite, Hass.
  • Enterprise / land-refi terms · current HOA dues · current SCC tax bills.

Source: 11_CX2_FILE_INDEX.md (Not Found) · 10_EASEMENT_PARKING.md gaps · 01_ZONING.md §5b · 08_BUILDING_GENERAL.md §8.

📍
Where to pull the missing itemsSources
›
  • CC&Rs / condo plan / unit # → Common Interest Management Services, or Fidelity National Title (Sarah Whitman — prelim reports exist), or SCC Recorder (Doc# 25353951).
  • Easement recording status → pull APN 477-21-075 title chain (SCC Recorder) or ask Sarah Whitman / Fidelity (Saratoga).
  • Stamped plat → confirm Andrew produces it or a surveyor must draw it.
  • Current tax bills → sccassessor.org / SCC tax collector. HOA dues → Common Interest statement / 2025 AFR.
  • Loan terms → the Celtic/TMC closing/settlement statement (image-only PDFs).

Source: 08_BUILDING_GENERAL.md §8 · 12_PEOPLE_PROFILES.md (Sarah Whitman) · 06_LOAN_FINANCIALS.md §8.

🔎
Search-term hits + confirmsFrom the CX2 / M5 index scan
›

Top filename/path hits

Celtic 75 · 10th St 65 · S 10th 49 · TMC 32 · SBA 25 · lease 17 · Zaro 12 · HOA 10 · zoning 9 · 477-21-075 8 · 477-27-030 2 · Cooley 2 · 7th Street 1 · Enterprise Bank 1.

Key confirms

  • Zaro spelled ZARO (co-owner, "Individual Owner Portion").
  • Scordelis firm = Berliner Cohen.
  • 7th Street = 2070 S 7th Street, land lease (draft 2023), by the canal.
  • Acreage discrepancy real + documented: SJ Zoning 1.407ac vs SCC 0.91ac vs GoogleEarth 0.87ac.
  • The "displaced from 995" story already exists as a formal Historic Family Narrative for Zoning doc.

Source: 11_CX2_FILE_INDEX.md (search hits + corrections).

🐚 KALI27 · Document Index · from 11_CX2_FILE_INDEX.md + 10/01/08 · read-only (metadata only) · DRAFT.
Missing/blocking: stamped plat map · condo legal description · easement recording confirmation.