HOME PURCHASE WORKSHEET

Prepared on May 14, 2012

BUYER'S PERSONAL INFORMATION Buyer's Name: Current Address: City/State/Zip Telephone: Dorian Mayhew Rothschild 60 Arthur St. San Rafael, CA 94901 (415) 744-1788

BUYER'S PREFERENCES REGARDING RESIDENCE Preferred price range: $750,000.00 to $1,000,000.00 Location: Lot size (sq.ft.): Residence size: Residence style: San Francisco 4000 3000 Victorian

Number of Bedrooms: 3 Number of Bathrooms: 2 Family Room Living Room Den/Office Fireplace Garage

BUYER'S CURRENT NET WORTH: Information regarding a Buyer's net worth is important to a lender in evaluating the amount of financing that the Lender may offer to finance the purchase of a residence. This information may be particularly important if the Buyer's cash flow is not strong. Assets Checking Account(s) Savings/Certificates/IRAs Stocks/Bonds/Investments Individual Retirement Accounts Current Residence

$5,000.00 $25,000.00 $2,000.00 $3,500.00 $450,000.00

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Vehicles Personal Property Total Assets Liabilities Total Liabilities Net Worth

$40,000.00 $0.00 $525,500.00

$189,200.00 $336,300.00

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CLOSING COSTS WORKSHEET Selling Price: Sales Costs: Real Estate Commission Loan Costs: Loan Origination Loan Discount (Points) Appraisal Credit Report Lender's Inspection Mortgage Insurance Application Assumption Title Charges: Settlement/Closing Abstract/Title Search Title Examination Title Insurance Document Preparation Notary Fees Attorney Fees Survey Insurance: Property Insurance: 50 month(s) at $500.00 per month = Total $25,000.00 Mortgage Life Insurance: 100 month(s) at $130.00 per month = Total $13,000.00 Taxes: Local Property:
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$910,000.00

SELLER
$15,000.00

BUYER
$5,000.00

$0.00 $0.00 $0.00 $450.00 $0.00 $0.00 $100.00

$0.00 $0.00 $0.00 $0.00 $250.00 $0.00 $0.00

$1,000.00 $0.00 $0.00 $0.00 $300.00 $0.00 $0.00 $0.00

$1,000.00 $0.00 $0.00 $5,000.00 $0.00 $80.00 $0.00 $0.00

$0.00

$25,000.00

$0.00

$13,000.00

0 day(s) at $0.00 per day = Total $0.00 County Property: 0 day(s) at $0.00 per day = Total $0.00

$0.00

$0.00

$0.00

$0.00

Recording Charges: Deed Mortgage Mortgage Release Transfer Taxes Documentation Miscellaneous Charges:
$150.00 $0.00 $0.00 $1,500.00 $800.00 $0.00 $500,000.00 $2,500.00 $0.00 $0.00

Total Settlement Costs:

$18,500.00

$551,830.00

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