HomeMy WebLinkAboutOrd 1158-2025-07 Approving the 2025 Annual Service Plan Update for The Woods at Lindsey Place RECORDED
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 1
INTRODUCTION
Capitalized terms used in this 2025 Annual Service Plan Update shall have the meanings set forth
in the 2024 Amended and Restated Service and Assessment Plan (the “2024 A&R SAP”).
The District was created pursuant to the PID Act by Resolution No. 2023-02-1378 on February 14,
2023, by the City Council to finance certain Authorized Improvements for the benefit of the
property in the District.
On March 14, 2023, the City approved the Service and Assessment Plan for the District by
adopting Ordinance No. 1036-2023-03 which approved the levy of Assessments for Assessed
Property within Improvement Area #1 of the District and approved the Improvement Area #1
Assessment Roll.
On September 12, 2023, the City approved the 2023 Amended and Restated Service and
Assessment Plan for the District by adopting Ordinance No. 1073-2023 which amended and
restated the Service and Assessment Plan in its entirety for the purpose of issuing Improvement
Area #1 Bonds.
On August 27, 2024, the City approved the 2024 A&R SAP for the District by adopting Ordinance
No. 1118-2024-08 which amended and restated the 2023 Amended and Restated Service and
Assessment Plan in its entirety for the purpose of (i) approving the levy of Improvement Area #2-
A Assessments; (ii) approving the levy of Improvement Area #2-B Assessments; (iii) updating the
Improvement Area #1 Assessment Roll; (iv) approving the Improvement Area #2-A Assessment
Roll; and (v) approving the Improvement Area #2-B Assessment Roll.
On February 25, 2025, the City approved Ordinance No. 1139-2025-02 which amended Ordinance
No. 1118-2024-08 to make additional findings and to further detail the manner in which
Assessments levied in the 2024 A&R SAP shall be apportioned, the method of payment of
Assessments, and details relating to Assessments pursuant to Sections 372.015 and 327.017,
Texas Local Government Code, as amended.
The 2024 A&R SAP identified the Authorized Improvements to be constructed for the benefit of
the Assessed Parcels within the District, the costs of the Authorized Improvements, the
indebtedness to be incurred for the Authorized Improvements, and the manner of assessing the
property in the District for the costs of the Authorized Improvements. Pursuant to the PID Act,
the 2024 A&R SAP must be reviewed and updated annually. This document is the Annual Service
Plan Update for 2025.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 2
The City Council also adopted Assessment Rolls identifying the Assessments on each Lot within
the District, based on the method of assessment identified in the 2024 A&R SAP. This 2025 Annual
Service Plan Update also updates the Assessment Rolls for 2025.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 3
PARCEL SUBDIVISION
Improvement Area #1
The final plat of The Woods at Lindsey Place Phase 1 was filed and recorded with the
County on March 21, 2023, and consists of 218 residential Lots and 5 Lots of Non-
Benefited Property.
See the completed Lot Type classification summary within Improvement Area #1 below:
See Exhibit D-1 for the Improvement Area #1 Lot Type classification map.
Improvement Area #2-A
The final plat of The Woods at Lindsey Place Phase 2A, as shown on Exhibit C-1, was filed
and recorded with the County on January 23, 2025, and consists of 75 residential Lots, 7
Lots of Non-Benefited Property, and 1 Lot of Non-Assessed Property.
See the completed Lot Type classification summary within Improvement Area #2-A below:
See Exhibit D-2 for the Improvement Area #2-A Lot Type classification map.
Improvement Area #2-B
The final plat of The Woods at Lindsey Place Phase 2B, as shown on Exhibit C-2, was filed
and recorded with the County on January 23, 2025, and consists of 123 residential Lots,
and 3 Lots of Non-Benefited Property.
See the completed Lot Type classification summary within Improvement Area #2-B below:
Lot Type Number of Lots
Total 218
Improvement Area #1
Lot Type Number of Lots
Total 75
Improvement Area #2-A
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 4
See Exhibit D-3 for the Improvement Area #2-B Lot Type classification map.
LOT AND HOME SALES
Improvement Area #1
Per the Quarterly Report dated March 31, 2025, the Lot ownership composition is provided
below:
• Developer Owned:
o Lot Type 1: 14 Lots
o Lot Type 2: 0 Lot
• End-User Owned:
o Lot Type 1: 174 Lots
o Lot Type 2: 30 Lots
Improvement Area #2-A
Per the Collin Central Appraisal District as of May 22, 2025, the Lot ownership composition is
provided below:
• Developer Owned:
o Lot Type 3: 75 Lots
• End-User Owned:
o Lot Type 3: 0 Lots
Improvement Area #2-B
Per the Collin Central Appraisal District as of May 22, 2025, the Lot ownership composition is
provided below:
• Developer Owned:
o Lot Type 4: 26 Lots
o Lot Type 5: 97 Lots
• End-User Owner:
o Lot Type 4: 0 Lots
o Lot Type 5: 0 Lots
See Exhibit E for the buyer disclosures.
Lot Type Number of Lots
Total 123
Improvement Area #2-B
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 5
AUTHORIZED IMPROVEMENTS
Improvement Area #1
The Developer has completed the Authorized Improvements listed in the 2024 A&R SAP for
Improvement Area #1, and they were dedicated to the City.
Improvement Area #2-A
Per the Developer, the Authorized Improvements listed in the 2024 A&R SAP for Improvement
Area #2-A are currently under construction and the projected completion date is to be
determined. The budget for the Authorized Improvements remains unchanged, as shown on the
table below:
Authorized Improvements Budget
Total Draws
Requested
Percent of
Budget Spent
Forecast
Completion
Date
Major Improvements Benefiting IA#2-A
320,997.27$ -$ 0.00%
Improvement Area #2-A Improvements
3,687,440.59$ -$ 0.00%
Improvement Area #2-A Authorized Improvement Budget
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 6
Improvement Area #2-B
Per the Developer, the Authorized Improvements listed in the 2024 A&R SAP for Improvement
Area #2-B are currently under construction and the projected completion date is to be
determined. The budget for the Authorized Improvements remains unchanged, as shown on the
table below:
OUTSTANDING ASSESSMENT
Improvement Area #1
Improvement Area #1 has an outstanding Assessment of $7,109,176.74. The District outstanding
Assessment is less than the $7,176,000 in outstanding Bonds, net of the principal bond payment
due September 15, due to Prepayments of Assessment for which bonds have not yet been
redeemed
Improvement Area #2-A
Improvement Area #2-A has an outstanding Assessment of $1,731,629.87.
Improvement Area #2-B
Authorized Improvements Budget
Total Draws
Requested
Percent of
Budget Spent
Forecast
Completion
Date
Major Improvements Benefiting IA#2-B
716,772.32$ -$ 0.00%
Improvement Area #2-B Improvements
5,277,350.79$ -$ 0.00%
Improvement Area #2-B Authorized Improvement Budget
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 7
Improvement Area #2-B has an outstanding Assessment of $3,866,650.80.
ANNUAL INSTALLMENT DUE 1/31/2026
Improvement Area #1
Principal and Interest – The total principal and interest required for the Improvement
Area #1 Annual Installment is $523,615.00.
Additional Interest – The total Delinquency and Prepayment Reserve Requirement, as
defined in the Indenture, is equal to $394,680.00 and has not been met. As such, the
Delinquency and Prepayment Reserve Account will be funded with Additional Interest on
the outstanding Assessments, resulting in an Additional Interest amount due of
$35,880.00.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Improvement Area #1 Annual Installment is $53,749.84.
Total Annual Collection Costs 53,749.84$
Improvement Area #1
Annual Collection Costs Breakdown
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 8
See the Limited Offering Memorandum for the pay period for Improvement Area #1. See Exhibit
B-1 for the debt service schedule for the Improvement Area #1 Bonds as shown in the Limited
Offering Memorandum.
Improvement Area #2-A
Principal and Interest – The total principal and interest required for the Improvement
Area #2-A Annual Installment is $127,412.66.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Improvement Area #2-A is $9,521.05.
Total 613,244.84$
Improvement Area #1
Due January 31, 2026
Total Annual Collection Costs 9,521.05$
Improvement Area #2-A
Annual Collection Costs Breakdown
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 9
Please contact P3Works for the pay period for the Improvement Area #2-A. See Exhibit B-2 for
the reimbursement schedule for Improvement Area #2-A.
Improvement Area #2-B
Principal and Interest – The total principal and interest required for the Improvement
Area #2-B Annual Installment is $284,506.67.
Annual Collection Costs – The cost of administering the District and collecting the Annual
Installments shall be paid for on a pro rata basis by each Parcel based on the amount of
outstanding Assessment remaining on the Parcel. The total Annual Collection Costs
budgeted for the Improvement Area #2-B Annual Installment is $21,260.07.
Total
Improvement Area #2-A
Due January 31, 2026
Total Annual Collection Costs 21,260.07$
Improvement Area #2-B
Annual Collection Costs Breakdown
Total
Improvement Area #2-B
Due January 31, 2026
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 10
Please contact P3Works for the pay period for the Improvement Area #2-B. See Exhibit B-3 for
the reimbursement schedule for Improvement Area #2-B.
PREPAYMENT OF ASSESSMENTS IN FULL
Improvement Area #1
The following is a list of all Parcels or Lots that made a Prepayment in full within Improvement
Area #1.
Improvement Area #2-A
No full prepayments of Assessments have occurred within Improvement Area #2-A.
Improvement Area #2-B
No full prepayments of Assessments have occurred within Improvement Area #2-B.
Property ID Address Lot Type
Prepayment
Amount
Prepayment
Date
Recorded Lien
Release Number
Improvement Area #1
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 11
PARTIAL PREPAYMENT OF ASSESSMENTS
Improvement Area #1
No partial prepayments of Assessments have occurred within Improvement Area #1.
Improvement Area #2-A
No partial prepayments of Assessments have occurred within Improvement Area #2-A.
Improvement Area #2-B
No partial prepayments of Assessments have occurred within Improvement Area #2-B.
EXTRAORDINARY OPTIONAL REDEMPTIONS
Improvement Area #1
No Extraordinary Optional Redemptions have occurred within Improvement Area #1.
SERVICE PLAN – FIVE YEAR BUDGET FORECAST
The PID Act requires the annual indebtedness and projected costs for the Authorized
Improvements to be reviewed and updated in the Annual Service Plan Update, and the projection
shall cover a period of not less than five years.
Annual Installments Due 1/31/2026 1/31/2027 1/31/2028 1/31/2029 1/31/2030
Principal 115,000.00$ 121,000.00$ 126,000.00$ 132,000.00$ 138,000.00$
Interest 408,615.00 403,008.76 397,110.00 390,967.50 384,532.50
(1) 523,615.00$ 524,008.76$ 523,110.00$ 522,967.50$ 522,532.50$
Additional Interest (2) 35,880.00$ 35,305.00$ 34,700.00$ 34,070.00$ 33,410.00$
Annual Collection Costs (3) 53,749.84$ 51,343.80$ 52,370.68$ 53,418.09$ 54,486.45$
Total Annual Installment (4) = (1) + (2) + (3)613,244.84$ 610,657.56$ 610,180.68$ 610,455.59$ 610,428.95$
Improvement Area #1
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 12
ASSESSMENT ROLL
The list of current Parcels or Lots within the District, the corresponding total Assessments, and
current Annual Installments are shown on the Assessment Rolls attached hereto as Exhibit A-1,
Exhibit A-2, and Exhibit A-3. The Parcels or Lots shown on the Assessment Rolls will receive the
bills for the 2025 Annual Installments which will be delinquent if not paid by January 31, 2026.
The list of Parcels shown on the Assessment Roll is subject to change based on the final certified
rolls provided by the County prior to billing.
Annual Installments Due 1/31/2026 1/31/2027 1/31/2028 1/31/2029 1/31/2030
Principal 23,514.86$ 24,925.76$ 26,421.30$ 28,006.58$ 29,686.97$
Interest 103,897.79 102,486.90 100,991.36 99,406.08 97,725.68
(1) 127,412.66$ 127,412.66$ 127,412.66$ 127,412.66$ 127,412.66$
Total Annual Installment (4) = (1) + (2) + (3)136,933.71$ 136,094.56$ 136,268.20$ 136,445.31$ 136,625.96$
Footnotes:
Annual Installments Due 1/31/2026 1/31/2027 1/31/2028 1/31/2029 1/31/2030
Principal 52,507.62$ 55,658.08$ 58,997.57$ 62,537.42$ 66,289.66$
Interest 231,999.05 228,848.59 225,509.11 221,969.25 218,217.01
(1) 284,506.67$ 284,506.67$ 284,506.67$ 284,506.67$ 284,506.67$
Total Annual Installment (4) = (1) + (2) + (3)305,766.74$ 303,892.97$ 304,280.69$ 304,676.17$ 305,079.56$
Footnotes:
Improvement Area #2-B
Improvement Area #2-A
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 13
EXHIBIT A-1 – IMPROVEMENT AREA #1 ASSESSMENT ROLL
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
Improvement Area #1[b]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 14
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
Improvement Area #1[b]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 15
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
Improvement Area #1[b]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 16
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
Improvement Area #1[b]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 17
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
Improvement Area #1[b]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 18
Property ID[a]Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/2026
7,109,176.74$ 608,035.39$
Footnotes:
Improvement Area #1[b]
Total
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 19
EXHIBIT A-2 – IMPROVEMENT AREA #2-A ASSESSMENT ROLL
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
Improvement Area #2-A
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 20
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
1,731,629.87$ 136,933.50$
Footnotes:
Improvement Area #2-A
Total
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 21
EXHIBIT A-3 – IMPROVEMENT AREA #2-B ASSESSMENT ROLL
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
Improvement Area #2-B
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 22
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
Improvement Area #2-B
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 23
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
Improvement Area #2-B
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 24
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/2026[b]
3,866,650.80$ 305,766.53$
Footnotes:
Improvement Area #2-B
Total
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 25
EXHIBIT B-1 – IMPROVEMENT AREA #1 DEBT SERVICE SCHEDULE
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 26
EXHIBIT B-2 – IMPROVEMENT AREA #2-A REIMBURSEMENT SCHEDULE
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[b]
Total 1,731,629.87$ 1,963,337.18$ 331,196.06$ 4,026,163.11$
Footnotes:
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 27
EXHIBIT B-3 – IMPROVEMENT AREA #2-B REIMBURSEMENT SCHEDULE
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[b]
Total 3,866,650.80$ 4,384,042.67$ 739,545.76$ 8,990,239.22$
Footnotes:
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 28
EXHIBIT C-1 – THE WOODS AT LINDSEY PLACE PHASE 2A FINAL PLAT
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 29
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 30
EXHIBIT C-2 – THE WOODS AT LINDSEY PLACE PHASE 2B FINAL PLAT
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 31
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 32
EXHIBIT D-1 – IMPROVEMENT AREA #1 LOT TYPE CLASSIFICATION MAP
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 33
EXHIBIT D-2 – IMPROVEMENT AREA 2-A LOT TYPE CLASSIFICATION MAP
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 34
EXHIBIT D-3 – IMPROVEMENT AREA 2-B LOT TYPE CLASSIFICATION MAP
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 35
EXHIBIT E – BUYER DISCLOSURES
Buyer disclosures for the following Lot Types are found in this Exhibit:
Improvement Area #1
o Lot Type 1
o Lot Type 2
Improvement Area #2-A
o Lot Type 3
Improvement Area #2-B
o Lot Type 4
o Lot Type 5
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 1
THE WOODS AT LINDESY PLACE PUBLIC IMPROVEMENT DISTRICT –
IMPROVEMENT AREA #1 – LOT TYPE 1 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2025 ANNUAL SERVICE PLAN UPDATE 2
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 1 PRINCIPAL ASSESSMENT: $32,729.76
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Woods at Lindsey Place Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
2026 524.52$ 1,863.69$ 163.65$ 247.46$ 2,799.32$
2027 551.88$ 1,838.12$ 161.03$ 236.38$ 2,787.41$
2028 574.69$ 1,811.22$ 158.27$ 241.11$ 2,785.28$
2029 602.05$ 1,783.20$ 155.39$ 245.93$ 2,786.58$
2030 629.42$ 1,753.85$ 152.38$ 250.85$ 2,786.50$
2031 661.35$ 1,723.17$ 149.24$ 255.87$ 2,789.62$
2032 697.83$ 1,685.97$ 145.93$ 260.98$ 2,790.72$
2033 734.32$ 1,646.72$ 142.44$ 266.20$ 2,789.68$
2034 775.37$ 1,605.41$ 138.77$ 271.53$ 2,791.08$
2035 820.98$ 1,561.80$ 134.89$ 276.96$ 2,794.63$
2036 866.59$ 1,515.62$ 130.79$ 282.50$ 2,795.49$
2037 912.20$ 1,466.87$ 126.45$ 288.15$ 2,793.67$
2038 966.93$ 1,415.56$ 121.89$ 293.91$ 2,798.29$
2039 1,017.10$ 1,361.17$ 117.06$ 299.79$ 2,795.12$
2040 1,076.40$ 1,303.96$ 111.97$ 305.78$ 2,798.11$
2041 1,135.69$ 1,243.41$ 106.59$ 311.90$ 2,797.59$
2042 1,204.10$ 1,179.53$ 100.91$ 318.14$ 2,802.68$
2043 1,272.52$ 1,111.80$ 94.89$ 324.50$ 2,803.71$
2044 1,340.94$ 1,040.22$ 88.53$ 330.99$ 2,800.67$
2045 1,423.03$ 961.44$ 81.82$ 337.61$ 2,803.90$
2046 1,509.69$ 877.83$ 74.71$ 344.36$ 2,806.60$
2047 1,596.35$ 789.14$ 67.16$ 351.25$ 2,803.90$
2048 1,696.69$ 695.35$ 59.18$ 358.27$ 2,809.50$
2049 1,797.04$ 595.67$ 50.70$ 365.44$ 2,808.84$
2050 1,906.50$ 490.10$ 41.71$ 372.75$ 2,811.05$
2051 2,020.52$ 378.09$ 32.18$ 380.20$ 2,811.00$
2052 2,143.67$ 259.38$ 22.08$ 387.81$ 2,812.94$
2053 2,271.38$ 133.44$ 11.36$ 395.56$ 406.92$
Total 32,729.76$ 34,091.73$ 2,941.96$ 8,602.16$ 75,960.79$
Footnotes:
[a]Interest rate on the Improvement Area #1 Bonds is 4.875%for bonds maturing 2030, 5.625%
for bonds maturing 2043, and 5.875% for bonds maturing 2053.
[b]The figures shown above are estimates only and subject to change in Annual Service Plan
Updates. Changes in Annual Collection Costs,reserve fund requirements,interest earnings,or
other available offsets could increase or decrease the amounts shown.
THE WOODS AT LINDESY PLACE PUBLIC IMPROVEMENT DISTRICT –
IMPROVEMENT AREA #1 – LOT TYPE 2 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 LOT TYPE 2 PRINCIPAL ASSESSMENT: $34,093.50
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Woods at Lindsey Place Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual Installments
Due 1/31 Principal Interest[a]
Additional
Interest
Annual
Collection Costs
Total Annual
Installment[b]
Total 34,093.50$ 35,512.22$ 3,064.54$ 8,960.59$ 79,125.82$
Footnotes:
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 2
THE WOODS AT LINDESY PLACE PUBLIC IMPROVEMENT DISTRICT –
IMPROVEMENT AREA #2-A – LOT TYPE 3 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2-A LOT TYPE 3 PRINCIPAL ASSESSMENT: $23,088.40
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Woods at Lindsey Place Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[b]
Total 23,088.40$ 26,177.83$ 4,415.95$ 53,682.17$
Footnotes:
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2-A LOT TYPE 3
THE WOODS AT LINDESY PLACE PUBLIC IMPROVEMENT DISTRICT –
IMPROVEMENT AREA #2-B – LOT TYPE 4 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2-B LOT TYPE 4 PRINCIPAL ASSESSMENT: $28,110.87
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Woods at Lindsey Place Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[b]
Total 28,110.87$ 31,872.36$ 5,376.56$ 65,359.79$
Footnotes:
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2-B LOT TYPE 4
THE WOODS AT LINDESY PLACE PUBLIC IMPROVEMENT DISTRICT –
IMPROVEMENT AREA #2-B – LOT TYPE 5 BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a court-
ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2-B LOT TYPE 5 PRINCIPAL ASSESSMENT: $32,327.51
As the purchaser of the real property described above, you are obligated to pay
assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Woods at Lindsey Place Public Improvement District (the "District") created under Subchapter
A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the District. More information about the assessments, including
the amounts and due dates, may be obtained from City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
______________
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in
accordance with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]3
______________
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________ and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
Notary Public, State of Texas]4
______________
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[b]
2026 439.00$ 1,939.65$ 177.75$ 2,556.39$
2027 465.33$ 1,913.31$ 162.08$ 2,540.73$
2028 493.25$ 1,885.39$ 165.32$ 2,543.97$
2029 522.85$ 1,855.80$ 168.63$ 2,547.27$
2030 554.22$ 1,824.42$ 172.00$ 2,550.65$
2031 587.47$ 1,791.17$ 175.44$ 2,554.09$
2032 622.72$ 1,755.92$ 178.95$ 2,557.60$
2033 660.09$ 1,718.56$ 182.53$ 2,561.17$
2034 699.69$ 1,678.95$ 186.18$ 2,564.83$
2035 741.67$ 1,636.97$ 189.90$ 2,568.55$
2036 786.17$ 1,592.47$ 193.70$ 2,572.35$
2037 833.34$ 1,545.30$ 197.58$ 2,576.22$
2038 883.34$ 1,495.30$ 201.53$ 2,580.17$
2039 936.34$ 1,442.30$ 205.56$ 2,584.20$
2040 992.53$ 1,386.12$ 209.67$ 2,588.31$
2041 1,052.08$ 1,326.57$ 213.86$ 2,592.51$
2042 1,115.20$ 1,263.44$ 218.14$ 2,596.79$
2043 1,182.11$ 1,196.53$ 222.50$ 2,601.15$
2044 1,253.04$ 1,125.60$ 226.95$ 2,605.60$
2045 1,328.22$ 1,050.42$ 231.49$ 2,610.14$
2046 1,407.92$ 970.73$ 236.12$ 2,614.77$
2047 1,492.39$ 886.25$ 240.84$ 2,619.49$
2048 1,581.94$ 796.71$ 245.66$ 2,624.31$
2049 1,676.85$ 701.79$ 250.57$ 2,629.22$
2050 1,777.46$ 601.18$ 255.59$ 2,634.23$
2051 1,884.11$ 494.54$ 260.70$ 2,639.34$
2052 1,997.16$ 381.49$ 265.91$ 2,644.56$
2053 2,116.99$ 261.66$ 271.23$ 2,649.87$
2054 2,244.01$ 134.64$ 276.65$ 2,655.30$
Total 32,327.51$ 36,653.21$ 6,183.04$ 75,163.76$
Footnotes:
[a]Interest is calculated at a 6.00%rate.Upon the issuance of PID Bonds,interest
shall adjust to the rate of the PID Bonds plus Additional Interest of 0.50%.
[b]The figures shown above are estimates only and subject to change in Annual
Service Plan Updates. Changes in Annual Collection Costs,interest earnings,or other
available offsets could increase or decrease the amounts shown.
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2-B LOT TYPE 5
Exhibit A
The Woods at Lindsey Place Public Improvement District
2025 Annual Service Plan Update
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