GUIDE TO
LAW OFFICE 
PROCEDURES MANUAL

REAL ESTATE

CHAPTER F

PROJECT #1

OBJECTIVE

Using the LOPM as a reference, and given basic facts, the student will prepare a Grant Deed.  Search the Internet for Alameda County's website to locate a blank Grand Deed form.

LOPM reference:	Chapter F

Other reference:	LSI Legal Professional's Handbook

INSTRUCTIONS TO STUDENT

You are employed by James K. Brown, Attorney at Law, whose office is located at 1264 Mason Street, San Marcos, California 92069, telephone number (619) 123-4567. Your office is representing Jeffrey M. Phillips and Julie A. Phillips.

The Phillips are purchasing the property at 15673 Montebello Lane, San Marcos, California 92069 from Jonathan and Marsha Greenbaum, husband and wife as joint tenants. When the deed has been recorded, the original should be sent to Mr. and Mrs. Phillips at the new address. Tax statements should also be sent to the residence. Mr. and Mrs. Phillips are taking title to the property as husband and wife as community property.

The Assessor’s Parcel Number is:  231-943-98 
The legal description of the property is as follows:

Lots 10, 11, and 12 of The Villages of
Hampton Hill in the city of San Marcos, as
set forth in Book 10 of Maps of San Diego
County, California recorded March 13, 1978.

Either the attorney or the escrow officer will compute the documentary transfer tax.

PROJECT #2

OBJECTIVE

Using the LOPM, Chapter F, F-20 as a reference, and given basic facts, the student will prepare a Preliminary Change of Ownership Report.  Review Alameda County's Website.

LOPM reference:	Chapter F

Other reference:	LSI Legal Professional's Handbook

INSTRUCTIONS TO STUDENT

You are employed by James K. Brown, Attorney at Law, whose office is located at 1264 Mason Street, San Marcos, California 92069, telephone number (619) 123-4567. Your office is representing Jeffrey M. Phillips and Julie A. Phillips. Their telephone number is (619) 756-2904.

The property may be subject to a supplemental assessment by the San Diego County Assessor. His telephone number is (619) 555-1234.

Mr. and Mrs. Phillips are purchasing the property located at 15673 Montebello Lane, San Marcos, California 92069 from Jonathan and Marsha Greenbaum, husband and wife as joint tenants. When the deed has been recorded, the original should be sent to Mr. and Mrs. Phillips at the new address. Tax statements should also be sent to the residence. Mr. and Mrs. Phillips are taking title to the property as husband and wife as community property.

The Assessor’s Parcel Number is:  231-943-98.
Date of transfer will be the date of recording.

The purchase price is $250,000; the buyers have put down a deposit of $50,000; the buyers have obtained a new loan with a first Deed of Trust for $200,000 at a fixed rate of 6 percent interest for 30 years with monthly payments of $1,552 as of November 15, 20xx. There is no balloon payment.

San Marcos Realty handled the purchase on behalf of the buyers. Their telephone number is (619) 727-1234.

The single-family residence is intended as the principal residence of the buyers; no personal property was included in the purchase; and the property does not produce income. The property is in good condition.