Document ID: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-2_23-cv-00596/USCOURTS-caed-2_23-cv-00596-5/pdf.json

Parties Involved:
Keller Mortgage, LLC
Defendant
Nationstar Mortgage LLC
Defendant
Tamberlyn Tibbetts
Plaintiff
Steve F. Tibbetts
Plaintiff
U.S. Bank National Association
Defendant

Document Text:

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STIPULATION AND PROTECTIVE ORDER RE CONFIDENTIAL INFORMATION Case No.: 2:23-CV-00596-JAM-CKD

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TROUTMAN PEPPER 

HAMILTON SANDERS LLP

Justin D. Balser (SBN 213478)

justin.balser@troutman.com

Holly E. Cheong (SBN 277467)

holly.cheong@troutman.com

5 Park Plaza, Suite 1400

Irvine, CA 92614

Telephone: 949.622.2700

Facsimile: 949.622.2739

Attorneys for Defendants

Nationstar Mortgage LLC d/b/a Mr. Cooper 

and U.S. Bank National Association, as Trustee for 

WOV ML Pass-Through Trust I

UNITED STATES DISTRICT COURT

EASTERN DISTRICT COURT OF CALIFORNIA

STEVE F. TIBBETTS and 

TAMBERLYN TIBBETTS, 

Plaintiffs, 

v.

KELLER MORTGAGE, LLC dba 

KELLER MORTGAGE, 

NATIONSTAR MORTGAGE LLC, 

dba MR. COOPER, U.S. BANK 

NATIONAL ASSOCIATION and 

DOES 1-20, inclusive,

Defendants.

Case No. 2:23-CV-00596-JAM-CKD

STIPULATION AND 

PROTECTIVE ORDER 

REGARDING CONFIDENTIAL 

INFORMATION; AND PROPOSED

ORDER

WITH MODIFICATION BY THE 

COURT

 

IT IS HEREBY STIPULATED by and between Plaintiffs, Steve F. Tibbetts 

and Tamberlyn Tibbetts (collectively, “Plaintiffs”), and Defendants, Nationstar 

Mortgage LLC dba Mr. Cooper and U.S. Bank National Association (“Defendants” 

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collectively, with Plaintiffs, the “Parties”); by and through undersigned counsel, 

that—in order to facilitate the exchange of information and documents which may 

be subject to confidentiality limitations on disclosure due to federal laws, state laws, 

and privacy rights—the Parties stipulate as follows:

1. In this Stipulation and Protective Order, the words set forth below shall 

have the following meanings:

a. “Proceeding” means the above-entitled proceeding, Case 

Number 2:23-CV-00596-JAM-CKD.

b. “Court” means the Hon. John A. Mendez, or any other judge to 

which this Proceeding may be assigned, including Court staff participating in 

such proceedings.

c. “Confidential” means any Documents, Testimony, or 

Information which is in the possession of a Designating Party who believes in 

good faith that such information is entitled to confidential treatment under 

applicable law.

d. “Confidential Materials” means any Documents, Testimony, or 

Information as defined below designated as “Confidential” pursuant to the 

provisions of this Stipulation and Protective Order.

e. “Designating Party” means the Party that designates Materials as 

“Confidential.”

f. “Disclose” or “Disclosed” or “Disclosure” means to reveal, 

divulge, give, or make available Materials, or any part thereof, or any 

information contained therein.

g. “Documents” means (i) any “Writing,” “Original,” and 

“Duplicate” as those terms are defined by California Evidence Code Sections 

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250, 255, and 260, which have been produced in discovery in this Proceeding 

by any person, and (ii) any copies, reproductions, or summaries of all or any 

part of the foregoing.

h. “Information” means the content of Documents or Testimony.

i. “Testimony” means all depositions, declarations or other 

testimony taken or used in this Proceeding.

2. The Designating Party shall have the right to designate as 

“Confidential” any Documents, Testimony, or Information that the Designating 

Party in good faith believes to contain non-public information that is entitled to 

confidential treatment under applicable law.

3. The entry of this Stipulation and Protective Order does not alter, waive, 

modify, or abridge any right, privilege or protection otherwise available to any Party 

with respect to the discovery of matters, including but not limited to any Party’s right 

to assert the attorney-client privilege, the attorney work product doctrine, or other 

privileges, or any Party’s right to contest any such assertion.

4. Any Documents, Testimony, or Information to be designated as 

“Confidential” must be clearly so designated before the Document, Testimony, or 

Information is Disclosed or produced. The parties may agree that the case name and 

number are to be part of the “Confidential” designation. The “Confidential” 

designation should not obscure or interfere with the legibility of the designated 

Information.

a. For Documents (apart from transcripts of depositions or other 

pretrial or trial proceedings), the Designating Party must affix the legend 

“Confidential” on each page of any Document containing such designated 

Confidential Material.

b. For Testimony given in depositions the Designating Party may 

either:

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i. identify on the record, before the close of the deposition, 

all “Confidential” Testimony, by specifying all portions of the 

Testimony that qualify as “Confidential;” or

ii. designate the entirety of the Testimony at the deposition 

as “Confidential” (before the deposition is concluded) with the right to 

identify more specific portions of the Testimony as to which protection 

is sought within 30 days following receipt of the deposition transcript. 

In circumstances where portions of the deposition Testimony are 

designated for protection, the transcript pages containing 

“Confidential” Information may be separately bound by the court 

reporter, who must affix to the top of each page the legend 

“Confidential,” as instructed by the Designating Party.

c. For Information produced in some form other than Documents, 

and for any other tangible items, including, without limitation, compact discs 

or DVDs, the Designating Party must affix in a prominent place on the exterior 

of the container or containers in which the Information or item is stored the 

legend “Confidential.” If only portions of the Information or item warrant 

protection, the Designating Party, to the extent practicable, shall identify the 

“Confidential” portions.

5. The inadvertent production by any of the undersigned Parties or nonParties to the Proceedings of any Document, Testimony, or Information during 

discovery in this Proceeding without a “Confidential” designation, shall be without 

prejudice to any claim that such item is “Confidential” and such Party shall not be 

held to have waived any rights by such inadvertent production. In the event that any 

Document, Testimony, or Information that is subject to a “Confidential” designation 

is inadvertently produced without such designation, the Party that inadvertently 

produced the document shall give written notice of such inadvertent production 

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within twenty (20) days of discovery of the inadvertent production, together with a 

further copy of the subject Document, Testimony, or Information designated as 

“Confidential” (the “Inadvertent Production Notice”). Upon receipt of such 

Inadvertent Production Notice, the Party that received the inadvertently produced 

Document, Testimony, or Information shall promptly destroy the inadvertently 

produced Document, Testimony, or Information and all copies thereof, or, at the 

expense of the producing Party, return such together with all copies of such 

Document, Testimony, or Information to counsel for the producing Party and shall 

retain only the “Confidential” designated Materials. Should the receiving Party 

choose to destroy such inadvertently produced Document, Testimony, or 

Information, the receiving Party shall notify the producing Party in writing of such 

destruction within ten (10) days of receipt of written notice of the inadvertent 

production. This provision is not intended to apply to any inadvertent production of 

any Information protected by attorney-client or work product privileges. In the event 

that this provision conflicts with any applicable law regarding waiver of 

confidentiality through the inadvertent production of Documents, Testimony, or 

Information, such law shall govern.

6. In the event that counsel for a Party receiving Documents, Testimony, 

or Information in discovery designated as “Confidential” objects to such designation 

with respect to any or all of such items, said counsel shall advise counsel for the 

Designating Party, in writing, of such objections, the specific Documents, 

Testimony, or Information to which each objection pertains, and the specific reasons 

and support for such objections (the “Designation Objections”). Counsel for the 

Designating Party shall have thirty (30) days from receipt of the written Designation 

Objections to either (a) agree in writing to de-designate Documents, Testimony, or 

Information pursuant to any or all of the Designation Objections and/or (b) file a 

motion with the Court seeking to uphold any or all designations on Documents, 

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Testimony, or Information addressed by the Designation Objections (the 

“Designation Motion”). Pending a resolution of the Designation Motion by the 

Court, any and all existing designations on the Documents, Testimony, or 

Information at issue in such Motion shall remain in place. The Designating Party 

shall have the burden on any Designation Motion of establishing the applicability of 

its “Confidential” designation. In the event that the Designation Objects are neither 

timely agreed to nor timely addressed in the Designation Motion, then such 

Documents, Testimony, or Information shall be de-designated in accordance with 

the Designation Objection applicable to such material.

7. Access to and/or Disclosure of Confidential Materials designated as 

“Confidential” shall be permitted only to the following persons:

a. the Court;

b. (1) Attorneys of record in the Proceedings and their affiliated 

attorneys, paralegals, clerical and secretarial staff employed by such attorneys 

who are actively involved in the Proceedings and are not employees of any 

Party, and (2) In-house counsel to the undersigned Parties and the paralegal, 

clerical and secretarial staff employed by such counsel. Provided, however, 

that each non-lawyer given access to Confidential Materials shall be advised 

that such Materials are being Disclosed pursuant to, and are subject to, the 

terms of this Stipulation and Protective Order and that they may not be 

Disclosed other than pursuant to its terms;

c. those officers, directors, partners, members, employees and 

agents of all non-designating Parties that counsel for such Parties deems 

necessary to aid counsel in the prosecution and defense of this Proceeding; 

provided, however, that prior to the Disclosure of Confidential Materials to 

any such officer, director, partner, member, employee or agent, counsel for 

the Party making the Disclosure shall deliver a copy of this Stipulation and 

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Protective Order to such person, shall explain that such person is bound to 

follow the terms of such Order, and shall secure the signature of such person 

on a statement in the form attached hereto as Exhibit A;

d. court reporters in this Proceeding (whether at depositions, 

hearings, or any other proceeding);

e. any deposition, trial or hearing witness in the Proceeding who 

previously has had access to the Confidential Materials, or who is currently 

or was previously an officer, director, partner, member, employee or agent of 

an entity that has had access to the Confidential Materials;

f. any deposition or non-trial hearing witness in the Proceeding 

who previously did not have access to the Confidential Materials; provided, 

however, that each such witness given access to Confidential Materials shall 

be advised that such Materials are being Disclosed pursuant to, and are subject 

to, the terms of this Stipulation and Protective Order and that they may not be 

Disclosed other than pursuant to its terms;

g. mock jury participants, provided, however, that prior to the 

Disclosure of Confidential Materials to any such mock jury participant, 

counsel for the Party making the Disclosure shall deliver a copy of this 

Stipulation and Protective Order to such person, shall explain that such person 

is bound to follow the terms of such Order, and shall secure the signature of 

such person on a statement in the form attached hereto as Exhibit A.

h. outside experts or expert consultants consulted by the 

undersigned Parties or their counsel in connection with the Proceeding, 

whether or not retained to testify at any oral hearing; provided, however, that 

prior to the Disclosure of Confidential Materials to any such expert or expert 

consultant, counsel for the Party making the Disclosure shall deliver a copy 

of this Stipulation and Protective Order to such person, shall explain its terms 

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to such person, and shall secure the signature of such person on a statement in 

the form attached hereto as Exhibit A. It shall be the obligation of counsel, 

upon learning of any breach or threatened breach of this Stipulation and 

Protective Order by any such expert or expert consultant, to promptly notify 

counsel for the Designating Party of such breach or threatened breach;

i. a designated mediator mutually selected by the Parties; and

j. any other person that the Designating Party agrees to in writing.

8. Confidential Materials shall be used by the persons receiving them only 

for the purposes of preparing for, conducting, participating in the conduct of, and/or 

prosecuting and/or defending the Proceeding, and/or pursuing settlement of the 

Proceeding, and not for any business or other purpose whatsoever.

9. Any Party to the Proceeding (or other person subject to the terms of this 

Stipulation and Protective Order) may ask the Court, after appropriate notice to the 

other Parties to the Proceeding, to modify or grant relief from any provision of this 

Stipulation and Protective Order.

10. Entering into, agreeing to, and/or complying with the terms of this 

Stipulation and Protective Order shall not:

a. operate as an admission by any person that any particular 

Document, Testimony, or Information marked “Confidential” contains or 

reflects trade secrets, proprietary, confidential or competitively sensitive 

business, commercial, financial or personal information; or

b. prejudice in any way the right of any Party (or any other person 

subject to the terms of this Stipulation and Protective Order):

i. to seek a determination by the Court of whether any 

particular Confidential Material should be subject to protection as 

“Confidential” under the terms of this Stipulation and Protective Order; 

or

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ii. to seek relief from the Court on appropriate notice to all 

other Parties to the Proceeding from any provision(s) of this Stipulation 

and Protective Order, either generally or as to any particular Document, 

Material or Information.

11. Any Party to the Proceeding who has not executed this Stipulation and 

Protective Order as of the time it is presented to the Court for signature may 

thereafter become a Party to this Stipulation and Protective Order by its counsel’s 

signing and dating a copy thereof and filing the same with the Court, and serving 

copies of such signed and dated copy upon the other Parties to this Stipulation and 

Protective Order.

12. Any Information that may be produced by a non-Party witness in 

discovery in the Proceeding pursuant to subpoena or otherwise may be designated 

by such non-Party as “Confidential” under the terms of this Stipulation and 

Protective Order, and any such designation by a non-Party shall have the same force 

and effect, and create the same duties and obligations, as if made by one of the 

undersigned Parties hereto. Any such designation shall also function as a consent by 

such producing Party to the authority of the Court in the Proceeding to resolve and 

conclusively determine any motion or other application made by any person or Party 

with respect to such designation, or any other matter otherwise arising under this 

Stipulation and Protective Order.

13. If any person subject to this Stipulation and Protective Order who has 

custody of any Confidential Materials receives a subpoena or other process 

(“Subpoena”) from any government or other person or entity demanding production 

of Confidential Materials, the recipient of the Subpoena shall promptly give notice 

of the same by electronic mail transmission, followed by either express mail or 

overnight delivery to counsel of record for the Designating Party, and shall furnish 

such counsel with a copy of the Subpoena. Upon receipt of this notice, the 

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Designating Party may, in its sole discretion and at its own cost, move to quash or 

limit the Subpoena, otherwise oppose production of the Confidential Materials, 

and/or seek to obtain confidential treatment of such Confidential Materials from the 

subpoenaing person or entity to the fullest extent available under law. The recipient 

of the Subpoena may not produce any Documents, Testimony, or Information 

pursuant to the Subpoena prior to the date specified for production on the Subpoena.

14. Nothing in this Stipulation and Protective Order shall be construed to 

preclude either Party from asserting in good faith that certain Confidential Materials 

require additional protection. The Parties shall meet and confer to agree upon the 

terms of such additional protection.

15. If, after execution of this Stipulation and Protective Order, any 

Confidential Materials submitted by a Designating Party under the terms of this 

Stipulation and Protective Order is Disclosed by a non-Designating Party to any 

person other than in the manner authorized by this Stipulation and Protective Order, 

the non-Designating Party responsible for the Disclosure shall bring all pertinent 

facts relating to the Disclosure of such Confidential Materials to the immediate 

attention of the Designating Party.

16. This Stipulation and Protective Order is entered into without prejudice 

to the right of any Party to knowingly waive the applicability of this Stipulation and 

Protective Order to any Confidential Materials designated by that Party. If the 

Designating Party uses Confidential Materials in a non-Confidential manner, then 

the Designating Party shall advise that the designation no longer applies.

17. Where any Confidential Materials, or Information derived from 

Confidential Materials, is included in any motion or other proceeding governed by 

Federal Rules of Civil Procedure, Rule 5.2, or Local Rules of the United States 

District Court, Eastern District of California, Rule 141, the party shall follow those 

rules. With respect to discovery motions or other proceedings not governed by 

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Federal Rules of Civil Procedure, Rule 5.2, or Local Rules of the United States 

District Court, Eastern District of California, Rule 141, the following shall apply: If 

Confidential Materials or Information derived from Confidential Materials are 

submitted to or otherwise disclosed to the Court in connection with discovery 

motions and proceedings, the same shall be separately filed under seal with the clerk 

of the Court in an envelope marked: “CONFIDENTIAL – FILED UNDER SEAL 

PURSUANT TO PROTECTIVE ORDER AND WITHOUT ANY FURTHER 

SEALING ORDER REQUIRED.”

18. The Parties shall meet and confer regarding the procedures for use of 

Confidential Materials at trial and shall move the Court for entry of an appropriate 

order.

19. Nothing in this Stipulation and Protective Order shall affect the 

admissibility into evidence of Confidential Materials, or abridge the rights of any 

person to seek judicial review or to pursue other appropriate judicial action with 

respect to any ruling made by the Court concerning the issue of the status of 

Protected Material.

20. This Stipulation and Protective Order shall continue to be binding after 

the conclusion of this Proceeding and all subsequent proceedings arising from this 

Proceeding, except that a Party may seek the written permission of the Designating 

Party or may move the Court for relief from the provisions of this Stipulation and 

Protective Order. To the extent permitted by law, the Court shall retain jurisdiction 

to enforce, modify, or reconsider this Stipulation and Protective Order, even after 

the Proceeding is terminated.

21. Upon written request made within thirty (30) days after the settlement 

or other termination of the Proceeding, the undersigned Parties shall have thirty (30) 

days to either:

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a. promptly return to counsel for each Designating Party all 

Confidential Materials and all copies thereof (except that counsel for each 

Party may maintain in its files, in continuing compliance with the terms of this 

Stipulation and Protective Order, all work product, and one copy of each 

pleading filed with the Court [and one copy of each deposition transcript 

together with the exhibits marked at the deposition)];

b. agree with counsel for the Designating Party upon appropriate 

methods and certification of destruction or other disposition of such 

Confidential Materials; or

c. as to any Documents, Testimony or other Information not 

addressed by sub-paragraphs (a) and (b), file a motion seeking a Court order 

regarding proper preservation of such Materials. To the extent permitted by 

law the Court shall retain continuing jurisdiction to review and rule upon the 

motion referred to in sub-paragraph (c) herein.

22. After this Stipulation and Protective Order has been signed by counsel 

for all Parties, it shall be presented to the Court for entry. Counsel agree to be bound 

by the terms set forth herein with regard to any Confidential Materials that have been 

produced before the Court signs this Stipulation and Protective Order.

23. The Parties, and all signatories to the Certification attached hereto as 

Exhibit A, agree to be bound by this Stipulation and Protective Order pending its 

approval and entry by the Court. In the event that the Court modifies this Stipulation 

and Protective Order, or in the event that the Court enters a different Protective 

Order, the Parties agree to be bound by this Stipulation and Protective Order until 

such time as the Court may enter such a different Order. It is the Parties’ intent to be 

bound by the terms of this Stipulation and Protective Order pending its entry so as 

to allow for immediate production of Confidential Materials under the terms herein.

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24. This Stipulation and Protective Order may be executed in counterparts.

FRANK LAW GROUP, P.C.

By _ _________________________

DENNIS G. SELEY

Attorneys for Plaintiffs 

STEVE F. TIBBETTS and 

TAMBERLYN TIBBETTS

TROUTMAN PEPPER HAMILTON 

SANDERS, LLP

By ___________________________

HOLLY E. CHEONG

Attorneys for Defendants 

NATIONSTAR MORTGAGE LLC 

dba MR. COOPER

U.S. BANK NATIONAL ASS’N 

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UNITED STATES DISTRICT COURT 

FOR THE EASTERN DISTRICT OF CALIFORNIA

STEVE F. TIBBETTS and 

TAMBERLYN TIBBETTS,

Plaintiffs,

v.

KELLER MORTGAGE, LLC dba 

KELLER MORTGAGE, 

NATIONSTAR MORTGAGE LLC, 

dba MR. COOPER, U.S. BANK NATIONAL ASSOCIATION and 

DOES 1-20, inclusive,

 Defendants.

Case No. 2:23-CV-00596-JAM-CKD

PROTECTIVE ORDER REGARDING 

CONFIDENTIAL INFORMATION

WITH MODIFICATION BY THE 

COURT

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ORDER

The Court has reviewed the parties’ stipulated protective order. (ECF No. 53.) The 

stipulation comports with the relevant authorities and the court’s applicable local rule. See L.R. 

141.1. The Court APPROVES the protective order, subject to the following clarifications. The 

Court’s Local Rules indicate that once an action is closed, it “will not retain jurisdiction over 

enforcement of the terms of any protective order filed in that action.” L.R. 141.1(f); see also, 

e.g., MD Helicopters, Inc. v. Aerometals, Inc., 2017 WL 495778 (E.D. Cal., Feb. 03, 2017) 

(noting that courts in the district generally do not retain jurisdiction for disputes concerning 

protective orders after closure of the case). Thus, the Court will not retain jurisdiction over this 

protective order once the case is closed.

The protective order also appears to contain references to California Rules of Evidence. 

See Stip. Prot. Order ¶ 1(g) (referencing California Evidence Code Sections 250, 255, and 260). 

To the extent the parties’ protective order references California rules of evidence, the Court 

rejects these references and reminds the parties to refer to the applicable rules of evidence under 

the Federal Rules of Evidence.

Further, the stipulated protective order does not entitle a party to file confidential 

information under seal. Local Rule 141 sets forth the procedures that must be followed and the 

standards that will be applied when a party seeks permission from the Court to file material 

under seal. If a party’s request to file confidential material under seal is denied by the Court, then 

the party may file the information in the public record unless otherwise instructed by the Court.

Dated: October 22, 2024

5, tibb0596.24.stip.po

_____________________________________

CAROLYN K. DELANEY

UNITED STATES MAGISTRATE JUDGE

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STIPULATION AND PROTECTIVE ORDER RE CONFIDENTIAL INFORMATION Case No.: 2:23-CV-00596-JAM-CKD

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EXHIBIT A

CERTIFICATION RE CONFIDENTIAL DISCOVERY MATERIALS

I hereby acknowledge that I, ___________________________________ 

[NAME], ______________________________________________ [POSITION 

AND EMPLOYER], am about to receive Confidential Materials supplied in 

connection with the Proceeding, 2:23-CV-00596-JAM-CKD.

I certify that I understand that the Confidential Materials are provided to me 

subject to the terms and restrictions of the Stipulation and Protective Order filed in 

this Proceeding. I have been given a copy of the Stipulation and Protective Order; I 

have read it, and I agree to be bound by its terms. 

I understand that the Confidential Materials, as defined in the Stipulation 

and Protective Order, including any notes or other records that may be made 

regarding any such materials, shall not be Disclosed to anyone except as expressly 

permitted by the Stipulation and Protective Order.

I will not copy or use, except solely for the purposes of this Proceeding, any 

Confidential Materials obtained pursuant to this Stipulation and Protective Order, 

except as provided therein or otherwise ordered by the Court in the Proceeding. 

I further understand that I am to retain all copies of all Confidential 

Materials provided to me in the Proceeding in a secure manner, and that all copies 

of such materials are to remain in my personal custody until termination of my 

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participation in this Proceeding, whereupon the copies of such materials will be 

returned to counsel who provided me with such materials.

I declare under penalty of perjury, under the laws of the State of California, 

that the foregoing is true and correct.

Executed this _____ day of ______, 202__, at __________________.

Signature

Title

Address

City, State, Zip

Telephone Number

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