HomeMy WebLinkAboutBethea st Carlson Purch Docs 10.02.20DocuSign Envelope ID: B663C221-D9B3-42F1-8416-L1', 07018D2
Buyer's and Seller's Combined Closing Statement
Christopher J. Twohey, P.A.
NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "(p.o.c)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
D. NAME OF BUYER: Gregory Scott Carlson and Patti C. Carlson 1
ADDRESS OF BUYER:
E. NAME OF SELLER:
ADDRESS OF SELLER:
F. NAME OF LENDER:
ADDRESS OF LENDER:
G.PROPERTY
LOCATION:
ID# 4422-502-0015-000/7
H. SETTLEMENT AGENT:
P11# (772) 221-8013
PLACE OF SETTLEMENT:
1. SETTLEMENT DATE:
12060 Riverbend Rd., Port Saint Lucie, FL 34984
W.M. Bethea and K.N. Bethea, as Trustees under the Bethea Living Trust dated May 22, 2013
20 Resorts Blvd., Lake Toxaway, NC 28747
Truist Bank
12060 Riverbend Rd., Port Saint Lucie, FL 34984
Christopher J. Twohey, P.A.
844 SE Ocean Blvd., Suite A, Stuart, FL 34994
844 SE Ocean Blvd., Suite A, Stuart, FL 34994
10/2/2020 Disbursement Date:
SUMMARY OF BUYER'S TRANSACTION
100
Gross Amount e from Buyer
101,
Contract sales price
1160.000.00
102.
Personal property
103.
Settlement charges to buyer Line 1400
513.50
104.
105.
Adjustments for items aid by seller in advance
106.
Citv/town taxes to
107.
Countv taxes to
108.
Assessments to
109.
Annual HOA dues 10/2/2020 to 12/31/2020
509.70
110.
to
Ill.
to
112.
to
120.
Gross Amount Due from Buyer
1,161,023.20
200.
Amounts Paid by or on Behalf of Buver
201.
Deposit or earnest money
50.000.00
202.
Principal amount of new loans(s)
73.535.29
203.
Existing loans taken subject to
204.
Payoff of first mortgage loan
205.
P voff of second m rte loan
206.
Principal amount of seller financing
207.
208.
Escrow Holdback
10 000.00
209.
Adjustments for items unpaid by seller
209x.
209b.
Adjustments for items unpaid by seller
210.
City/town taxes to
211.
County taxes 1/1/2020 to 10/2/2020
10 588.72
212.
Assessments to
213.
County Solid Waste 10/1/2020 to 10/2/2020
1.45
214.
PS91 MSBU 10/1/2020 to 10/2/2020
6.88
215.
to
216.
to
217.
to
218.
to
219.
to
220
Total Amounts Paid by or on
Behalf of Buver
60,597.05
00.
Cash at Settlement from/to Buyer
301.
Gross amount due from buyer line 120
1,161,023.20
302.
Less amounts paid by/for buyer line 220
60 597.05
03.
Cash I From D To Buyer
1,100,426.15
Settlement Agent Tax ID#: 65-0414548
SUMMARY OF SELLER'S TRANSACTION
400.
Gross Amount Due to Seller
O1,
Contract sales price
1,160 000.00
02.
Personal property
03.
04.
05.
Adjustments for items paid by seller in advance
06.
Ci /town taxes to
07.
County taxes to
08.
Assessments to
09.
Annual HOA dues 10/2/2020 to 12/31/2020
509.70
10.
to
11.
to
12.
to
20.
Gross Amount Due To Seller
1,160,509.70
500.
Reductions In Amount Due to Seller
501.
Excess deposit see instructions)
502.
Settlement charges to seller line 1400
73.535.29
503.
Existing loans taken sub'ect to
504.
Payoff of first mortgage loan
505.
P voff of second m rte loan
506.
Principal amount of seller financing
507.
508,
Escrow Holdback
10 000.00
509.
Adjustments for items unpaid by seller
509a.
509b.
Adjustments for items unpaid by seller
510.
Cit /town taxes to
511.
County taxes l/1/2020 to 10/2/2020
10.588.72
512.
Assessments to
513.
County Solid Waste 10/1/2020 to 10/2/2020
1.45
514.
PS91 MSBU 10/1/2020 to 10/2/2020
6.88
515.
to
516.
to
517,
to
518.
to
519.
to
20
Total Reductions in Amount
Due Seller
94,132.34
00.
Cash at Settlement to/from Seller
01.
Gross amount due to seller line 420
1.160 509.70
02.
Less reductions in amount due seller line 520
94.132.34
03.
Cash 2) To From Seller
1,066,377.36
844 SE Ocean Blvd,
Suite A
Ctnwrt- FT. 3d994
DocuSign Envelope ID: B663C221-D9B3-42F1-B416-11' SD7018D2
Buyer's and S. der's Combined ClosinE S..atement PAGE
CERTIFICATION Date: 10/2/2020
1 have carefully reviewed this Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and
disbursements made on my account or by me in this transaction. I further certify that I have received a copy of this Settlement Statement,
W.M. Bethea and K.N. Bcthea, as Trustees under the Bethea Living Trust
® dated May 22. 013
i-.. .-. ` tAnrsesw,-,/^�.,�R- - Seller
Gregory Scott Carlson
stee and Individually
bot�„q„-rt..._.y: �. Y' -- - -Seller
Patti C. Carlson K.N. Bet, rust.. and Individually
The Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused the funds to be disbursed in accordance with
this statement. Christopher J. Twohey, P.A.
10/2/2020 DATE
Page 2 of 2 bethea
700. TOTAL SALES/BROKER'S COM, based on price 1,160,000.00 @ 5.00%= 58,000.00
Division of Commission line 700 as follows:
01. 29.000.00 to Beach Front Mann RealtyEXPENSES
02. 29 000.00 to Re/Max of Stuart
BUYER'S
SELLER'S
EXPENSES
03. Commission paid at Settlement
58 000.00
04.
to
800. Items Payable in Connection With Leon
801. Loan Origination Fee
% to
802. Loan Discount
% to
803. Appraisal Fee
to
804. Credit Report
to
805. Lender's Inspection Fee
to
806. Mortgage Insurance Application Fee
to
807.
to
808.
to
809,
to
810.
to
811.
to
812.
to
813.
to
814.
to
815.
to
1900. Items Re ui ed By Lender To Be Paid
In Advance
901. Interest from 10/2/2020 to
l 1/1/2020 u /day
02. Mortgage Insurance Premium for
months to
03. Homeowner's Insurance for
years to
904.
years to
905.
years to
1000. Reserves Deposited With Lender
1001. Hazard insurance
month amonth
1002. Mortgage insurance
rnonthsQ per month
1003. City propertytaxes
m n hs a r month
1004. County propertytaxes
months na, ver month
1005. Annual assessments
months c. per month
1006.
mo umonth
1007.
monthsna, per month
1008.
montlisna, ner month
1009.
1100_ Title Charizes
1101, Settlement or closing fee
to Christopher J. Twohe . P.A.
395.00
1102. Abstract or title search
to Attorney's Title Fund Services. LLC
50.00
1103. Title examination
to
1104. Title insurance binder
to
1105. Document preparation
to
1106. Notary fees
to
1107. Attorney's fees
to
(includes above items numbers:
1108, Title insurance
coverage by Old Re ublic National Title Insurance Company
5.475.00
includes above items numbers:
I t09. Seller's Title Insurance Policv Coveraac Amount
1 1 10. Owner's "line II s bane Q Policy ver
e Amount . 1.160 000.00
111 Oa Endorsements:
Hll.
to
1112.
to
1113.
to
1200. Government Recording in n Transfer
CharEgs
1201. Recording Fees: Deed $18.50•
18.50
1202. City/count tax/stamps:
1203. State tax/stamps: Deed $8,120.00-,
8,120.00
1204. It .... d CMA R N -Id- i,y Arcd-it to St. Lucie County Clerk of Court
20.00
1205. Record Trust Affidavit to St. Lucie County Clerk of Court
10.00
1300. Additional Settlement har es
1301. Survey
to Kamer Surveying, Inc.
495.00
1302. Pest Inspection
to
1303. Roof Inspection
to
1304. Lien Search Fee
to City of Pott St. Lucie
50.00
1305. Estoppel Fee
to Signature Property Management. LLC
250.00
1306. Cavital Charge Payoff
to City of Port St. Lucie
1.074.42
1307. Utilities Balance
to City of Port St. Lucie Utilities
90.87
1308.
to
1309.
to
1400. Total Settlement Charges (enter on lines 103, Section J and 502, Section K)
5I3.5
73,535.29
CERTIFICATION Date: 10/2/2020
1 have carefully reviewed this Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and
disbursements made on my account or by me in this transaction. I further certify that I have received a copy of this Settlement Statement,
W.M. Bethea and K.N. Bcthea, as Trustees under the Bethea Living Trust
® dated May 22. 013
i-.. .-. ` tAnrsesw,-,/^�.,�R- - Seller
Gregory Scott Carlson
stee and Individually
bot�„q„-rt..._.y: �. Y' -- - -Seller
Patti C. Carlson K.N. Bet, rust.. and Individually
The Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused the funds to be disbursed in accordance with
this statement. Christopher J. Twohey, P.A.
10/2/2020 DATE
Page 2 of 2 bethea
DocuSign Envelope ID: B663C221-D9B3-42F1-8416-D 9D7018D2
Signature Page
I have carefully reviewed the Closing Disclosure and to the best of my knowledge and belief, it is a true and
accurate statement of all receipts and disbursements made on my account or by me in this transaction. I
further certify that I have received a copy of the Closing Disclosure.
EDocuSigned by:
SC,
59B156C14643B...
Gregory Scott Carlson Borrower
ED�olcyuSlgnned/b�y�: �
W C. cl$"
6272C7A MA440...
Patti C. Carlson Borrower
W.M. Bethea and K.N. Bethea, as Trustees under the Bethea Living
Trust dated May 22, 20113 -{
By.11-
W.Mr Bethea, Trustee Seller
KABethea, Trustee Seller
The Closing Disclosure which I have prepared is a true and accurate account of this transaction. I have caused or will cause the
funds to be disbursed in accordance with this statement. I agree all funds may be held by the settlement agent in an interest
bearing account and all interest earned may be kept by settlement agent for escrow fees.
Christopher J.Twohey, P.A.
Settlement
..
Date
It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction
can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010.
Signature Page File #: bethea • Printed on 9/15/2020 at 10:46 AM PAGE 1 OF t • LOAN ID a 4004933000