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On June 15, Jane and Jerry Jones (“Sellers”) listed their Flagstaff home for $39

ID: 2654688 • Letter: O

Question

On June 15, Jane and Jerry Jones (“Sellers”) listed their Flagstaff home for $399,500 with Re/Max Peak Properties and agreed to pay a 6% commission on the sale price. They have a mortgage for $361,000 remaining on the home.

Sam and Sue Smith (“Buyers”) offered 3% less than the listed price. The offer was accepted by Jane and Jerry. At that time, the Buyers put down $1,000 of earnest money.

The Buyers will put 20% down and finance the rest through EverBank. The sale will close on July 1st at which time the Buyers will take possession. EverBank requires a loan origination fee of 1% of the value of the loan along with a property appraisal which will cost $400 and a credit report at a cost of $25.

Taxes for the current year were $1,500 and were paid in full by the Sellers.

The Buyers’ title insurance policy will cost $800, and the Sellers’ title insurance policy will be $1,690.

Homeowner’s insurance will cost the Buyers $350.

Recording the deed will cost $50 (equally split between the Buyers and Sellers).

Endorsements of $150 would be paid by the Buyers.

Courier fees will be $25 for the Buyers and $25 for the Sellers.

All pro-rations are based on a 30-day month.

Please fill out the table below based on the given information

Description

Cash

Description

Cash

Contract Sales Price

Contract Sales Price

Settlement Charges

Gross Amount Due to Seller

Items Payable in Connection with a Loan

Loan Origination Fee

Reductions in Amount Due Seller

Appraisal Fee

Brokerage Commission

Homeowner's Insurance

Payoff of Mortgage Loan

  

Credit Report

Title Charges

Title Charges

Title Service and Title Insurance

  

Title Service and Title Insurance

Deed Preparation

Deed Preparation

Government Recording Charges:

Government Recording Charges:

Courier Fees

Endorsements

Courier Fees

Adjustments for Items OverPaid by Seller

County Taxes

Gross Amount Due from Borrower

Total Reductions in Amount Due Seller

Amounts Paid by or on Behalf of Borrower

Deposit of Earnest Money

  

Gross Amount Due to Seller

Principal Amount of New Loan

Less Reductions in Amount Due Seller

Cash at Settlement to Seller

Adjustments for Items OverPaid by Seller

County Taxes

Total Expenses

Purchase Price

Total Paid by the Borrower

Expenses as % of Price

Gross Amount Due from Borrower

Less: Total Paid by the Borrower

Cash at Settlement from Borrower

Total Expenses

Purchase Price

Expenses as % of Price

Description

Cash

Description

Cash

Contract Sales Price

Contract Sales Price

Settlement Charges

Gross Amount Due to Seller

Items Payable in Connection with a Loan

Loan Origination Fee

Reductions in Amount Due Seller

Appraisal Fee

Brokerage Commission

Homeowner's Insurance

Payoff of Mortgage Loan

  

Credit Report

Title Charges

Title Charges

Title Service and Title Insurance

  

Title Service and Title Insurance

Deed Preparation

Deed Preparation

Government Recording Charges:

Government Recording Charges:

Courier Fees

Endorsements

Courier Fees

Adjustments for Items OverPaid by Seller

County Taxes

Gross Amount Due from Borrower

Total Reductions in Amount Due Seller

Amounts Paid by or on Behalf of Borrower

Deposit of Earnest Money

  

Gross Amount Due to Seller

Principal Amount of New Loan

Less Reductions in Amount Due Seller

Cash at Settlement to Seller

Adjustments for Items OverPaid by Seller

County Taxes

Total Expenses

Purchase Price

Total Paid by the Borrower

Expenses as % of Price

Gross Amount Due from Borrower

Less: Total Paid by the Borrower

Cash at Settlement from Borrower

Total Expenses

Purchase Price

Expenses as % of Price

Explanation / Answer

On June 15, Jane and Jerry Jones (“Sellers”) listed their Flagstaff home for $399,500 with Re/Max Peak Properties and agreed to pay a 6% commission on the sale price. They have a mortgage for $361,000 remaining on the home. Sam and Sue Smith (“Buyers”) offered 3% less than the listed price. The offer was accepted by Jane and Jerry. At that time, the Buyers put down $1,000 of earnest money. The Buyers will put 20% down and finance the rest through EverBank. The sale will close on July 1st at which time the Buyers will take possession. EverBank requires a loan origination fee of 1% of the value of the loan along with a property appraisal which will cost $400 and a credit report at a cost of $25. Taxes for the current year were $1,500 and were paid in full by the Sellers. The Buyers’ title insurance policy will cost $800, and the Sellers’ title insurance policy will be $1,690. Homeowner’s insurance will cost the Buyers $350. Recording the deed will cost $50 (equally split between the Buyers and Sellers). Endorsements of $150 would be paid by the Buyers. Courier fees will be $25 for the Buyers and $25 for the Sellers. All pro-rations are based on a 30-day month. Please fill out the table below based on the given information Buyer Seller Description Cash $ Description Cash $ Contract Sales Price 399500 Contract Sales Price 399500 Settlement Charges 3829 Gross Amount Due to Seller 404329 Items Payable in Connection with a Loan Loan Origination Fee 3054 Reductions in Amount Due Seller 1500 Appraisal Fee 400 Brokerage Commission 23970 Homeowner's Insurance 350 Payoff of Mortgage Loan 306356 Credit Report 25 Title Charges 1715 Title Charges 825 Title Service and Title Insurance 1690 Title Service and Title Insurance 800 Deed Preparation 25 Deed Preparation 25 Government Recording Charges: 25 Government Recording Charges: 175 Courier Fees 25 Endorsements 150 Courier Fees 25 Adjustments for Items OverPaid by Seller 1500 County Taxes 1500 Gross Amount Due from Borrower 404329 Total Reductions in Amount Due Seller 1740 Amounts Paid by or on Behalf of Borrower 306356 Deposit of Earnest Money 1000 Gross Amount Due to Seller 404329 Principal Amount of New Loan 305356 Less Reductions in Amount Due Seller 1500 Cash at Settlement to Seller 96473 Adjustments for Items OverPaid by Seller 1500 County Taxes 1500 Total Expenses 3240 Purchase Price 404329 Total Paid by the Borrower 307856 Expenses as % of Price 0.80 Gross Amount Due from Borrower 404329 Less: Total Paid by the Borrower 307856 Cash at Settlement from Borrower 96473 Total Expenses 4829 Purchase Price 404329 Expenses as % of Price 1.19

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