First Mortgage Co. v. Carbone

3 Pa. D. & C.3d 517, 1977 Pa. Dist. & Cnty. Dec. LEXIS 304
CourtPennsylvania Court of Common Pleas, Pike County
DecidedOctober 21, 1977
Docketno. 78
StatusPublished

This text of 3 Pa. D. & C.3d 517 (First Mortgage Co. v. Carbone) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Pike County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
First Mortgage Co. v. Carbone, 3 Pa. D. & C.3d 517, 1977 Pa. Dist. & Cnty. Dec. LEXIS 304 (Pa. Super. Ct. 1977).

Opinion

WILLIAMS, P.J.,

FINDINGS OF FACT

1. Plaintiff loaned the Port Office Equipment Company, on February 13, 1976, the sum of $20,000.

2. At the time of the loan defendants were President and Secretary of the borrowing corporation.

3. A condition of the loan was that it be personally guaranteed by defendants.

[519]*5194. Defendants executed a bond in favor of plaintiff, secured by a mortgage on their residence. The bond was given in the sum of $38,220, payable in 84 successive monthly payments beginning March 5, 1976, with interest only after maturity at one and one-half percent per annum.

5. Defendants paid a total of $2,870 on account of their obligation, but have defaulted and presently are in default on the aforesaid obligation.

6. The bond provides for an attorney’s fee of fifteen percent for collection, in the event judgment is obtained on the bond and execution is issued thereon.

7. The bond further provides: “Obligor has no right of prepayment or diminution of interest for the first two years (2) being twenty-four (24) con-secütive monthly payments hereunder having been timely made.”

8. On January 8, 1976, plaintiff handed to defendants a commitment letter which contained the following language:

“It is understood and agreed by the parties hereto that, while the within loan transaction will be consummated in accordance with all the provisions of the 1968 Consumer Trade Production Act, commonly known as the ‘Truth in Lending Act’, in that it is a loan to a corporation the aforesaid loan transaction will be consummated in accordance with all the provisions of the aforesaid ‘Truth in Lending Act’, and that prior to settlement, lender will supply to borrower a loan disclosure statement duly completed, which will be executed by the borrower if same is acceptable.”

The borrowers executed the letter.

9. A loan disclosure statement was issued which states inter alia:

[520]*520“The annual percentage rate is 22% or less.” The actual annual percentage rate is 20.80 per cent.

10. While the bond provides for a default charge of five per cent, the complaint fails to allege either the failure to pay such charge or allege the right of plaintiff to recover it.

11. The loan disclosure statement shows that the credit extended was $38,220, which includes prepaid interest of $18,220.

12. Plaintiff brought an action of assumpsit in which it seeks to recover the following.

“Balance due $35,350.00
Interest to date 2,121.00
Attorney Fees 5,302.50
$42,773.50”

13. The proceeds of the loan were used exclusively for the use of the corporation. A portion was used to satisfy a judgment against the corporation and the balance for working capital.

14. Defendants never rescinded the loan transaction or tendered to plaintiff an offer to return to plaintiff the sum of $20,000.

ISSUES

Defendants contend (a) that the bond and warrant is void because the loan terms do not conform to the Consumer Protection Act. Plaintiff contends that the loan is exempt from the provisions of that act, that the terms are not in violation of the act and if so, such violation does not render the bond and warrant void, (b) Defendants contend that the bond and warrant is void because its terms violate the Act of January 30, 1974, P. L. 13, 41 P. S. §§405 and 406.

[521]*521Section 405 provides:

“Residential mortgage obligations contracted for on or after the effective date of this act may be prepaid without any penalty or other charge for such prepayment at any time before the end of the period of the loan.”

Plaintiff contends that no residential loan was involved in the loan transaction and even it were, a violation of section 405 would not void the bond and defendants were not injured because they never offered to prepay the loan. It is further contended that a violation of section 405 would not void the bond and warrant.

Section 406 provides:

“With regard to residential mortgages, no residential mortgage lender shall contract for or receive an attorney’s fee from a residential mortgage debtor except as follows:

“(1) Reasonable fees for services included in actual settlement costs.

“(2) Upon commencement of foreclosure or other legal action with respect to a residential mortgage, attorney’s fees which are reasonable and actually incurred by the residential mortgage lender may be charged to the residential mortgage debtor.

“(3) Prior to commencement of foreclosure or other legal action attorney’s fees which are reasonable and actually incurred not in excess of fifty dollars ($50) provided that no attorneys’ fees may be charged for legal expenses incurred prior to or during the thirty-day notice period provided in section 403 of this act.”

Defendants allege that the attorney fee sought by plaintiffs ($5,302.50 by virtue of the provision in the bond and warrant which authorizes an [522]*522attorney’s fee of fifteen percent) violates section 406, and because of that the bond and warrant is void.

Defendant contends both that section 406 is not applicable because no residential mortgage is involved in the transaction and that it is entitled to a reasonable attorney’s fee to be fixed by the court.

ARE THE TERMS OF THE CONSUMER PROTECTION ACT APPLICABLE TO THE LOAN TRANSACTION?

Since the loan transaction was with a corporation, ordinarily the transaction would be exempt from the Consumer Protection Act. Here, however, plaintiff submitted a written commitment to defendants in which it expressly stated that while the loan is exempt from the terms of the commonly called Truth in Lending Act in that it is a loan to a corporation “the aforesaid loan transaction will be consummated in accordance with the provisions of the aforesaid ‘Truth in Lending Act.’ ” This language in our opinion incorporated the terms of that act into the conditions of the loan as fully as if the terms of the act had been set forth verbatim in the commitment and obligated plaintiff to conform to the terms of the act.

Defendants assert that plaintiff did not specifically state the annual interest percentage in the disclosure statement. The rate fixed is 22 percent or less. It was in fact 20.80 percent. There is no factual misstatement of the annual percentage interest rate. It is true that the rate is not specifically stated but defendants’ remedy under the statute was to rescind the transaction by midnight of the third business day following the date of the [523]*523consummation of that transaction or the delivery of the disclosure and all other material disclosure required under this part, whichever is later: 15 U.S.C. A. § 1635, May 29, 1968, 82 Stat. 152.

Here, defendants have not rescinded the loan transaction. They admit they waived that right. While defendants assert they did rescind, there is no evidence to support it. There is no proof that a notice of rescission was given to plaintiff or a tender of the $20,000received by defendants as required by 15 U.S.C. A. § 1636 was made by defendants to plaintiff.

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Bluebook (online)
3 Pa. D. & C.3d 517, 1977 Pa. Dist. & Cnty. Dec. LEXIS 304, Counsel Stack Legal Research, https://law.counselstack.com/opinion/first-mortgage-co-v-carbone-pactcomplpike-1977.