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A) You decide to purchase a home that costs $140,000. If you make a down payment

ID: 2740075 • Letter: A

Question

A)     You decide to purchase a home that costs $140,000. If you make a down payment of $20,000 and borrow the rest at a 4.25% 30-year mortgage, calculate your monthly payment.

B)      Now recalculate the monthly payment if you had to borrow at 9.5% instead of 4.25%.

C)      Assume that you plan to move after four years. In order to do so, you need to pay off the remaining balance on your mortgage (the present value of your remaining payments). Calculate the payoff value for both the 4.25% mortgage and the 9.5% mortgage.

D)     For each mortgage (4.25% and 9.5%) calculate

The total payments made over the four-year period

The amount that went to pay principal

The amount that went to pay interest (hint: principal and interest should add up to total payments made).

Explanation / Answer

Total Cost = $140,000

Less: Down Payment -$20,000

Mortgage Amount = $120,000

(‘A) Interest Rate = 4.25 % per year

Term = 30 Year Monthly Payment

PV = R / i [ 1- (1+i)-n ]

Where PV = Mortgage Amount + $120,000

i = 4.25 /12 = 0.354 % per month = 0.00354

n= Total Payment number = 30 x 12 = 360 Months.

It is assumed that monthly payment will be done at the end of every month.

R = Monthly Instalment

120,000 = R / 0.00354 [1-(1.00354)-360]

120,000 = 203.2769 R

R = $590.33

(‘B) Monthly Payment when Interest rate = 9.5 %

i = 9.5 /12 =0.792 % = 0.00792

120,000 = R / 0.00792 [1-(1.00792)-360]

120,000 = 118.9267 R

R = $ 1009.03

(‘D) Loan Amortisation Schedule for Four Year

There will be 48 equal monthly payments will made in 4 year.

Interest Rate = 9.5 % Per year = 0.792 % per month

Total Payment = $ 48433.44

Total Interest = $ 45002.75

Total Principal = $ 3430.69

Interest Rate = 4.25 % Per year = 0.792 % per month

Total Payment = $ 28,335.94

Total Interest = $ 19,702.16

Total Principal = $ 8,633.68

(‘C) In case of Early Pay off after four years pay off value will be the remaining outstanding at the end of four year.

Interest Rate

4.25 %

9.5 %

Pay Off Value (Mortgage Amount Less Total Principal Paid)

111,366.32

(120,000-8633.68)

116,569.31

(120,000-3430.69)

Interest Rate

4.25 %

9.5 %

Pay Off Value (Mortgage Amount Less Total Principal Paid)

111,366.32

(120,000-8633.68)

116,569.31

(120,000-3430.69)

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