Helena Graham v. PHH Mortgage Corporation, American Security Insurance Company, Assurant Inc., NewRez LLC

CourtDistrict Court, E.D. Pennsylvania
DecidedMarch 30, 2026
Docket2:25-cv-00432
StatusUnknown

This text of Helena Graham v. PHH Mortgage Corporation, American Security Insurance Company, Assurant Inc., NewRez LLC (Helena Graham v. PHH Mortgage Corporation, American Security Insurance Company, Assurant Inc., NewRez LLC) is published on Counsel Stack Legal Research, covering District Court, E.D. Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Helena Graham v. PHH Mortgage Corporation, American Security Insurance Company, Assurant Inc., NewRez LLC, (E.D. Pa. 2026).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF PENNSYLVANIA

HELENA GRAHAM, CIVIL ACTION Plaintiff,

v.

PHH MORTGAGE CORPORATION, NO. 25CV432 AMERICAN SECURITY INSURANCE COMPANY, ASSURANT INC. NEWREZ LLC

Defendants.

MEMORANDUM OPINION The Court is called upon to confront several unresolved questions concerning the Real Estate Settlement Procedures Act (“RESPA”). The task before the Court is perhaps best captured, with slight adaptation, by the words of Aretha Franklin: “R-E-S-P-[A]-C-T—Find out what it means to me,” guided by the well-settled canons of statutory interpretation. At its core, this suit arises from the placement of hazard insurance coverage by American Security Insurance Company (“ASIC”) on Plaintiff Helena Graham’s property and the subsequent assessment of charges for that coverage by PHH Mortgage Corporation (“PHH”), acting through NewRez, LLC. Graham brings this suit on behalf of herself and a putative class of similarly situated homeowners who have or had residential mortgage loans owned or serviced by PHH and who, in connection with those loans, were required to pay for lender-placed or “force-placed” hazard insurance policies allegedly imposed in violation of federal and state law. She asserts claims against PHH, NewRez, ASIC, and ASIC’s parent company, Assurant, Inc., for violations of RESPA, 12 U.S.C. §§ 2605 and 2607, and its implementing regulation, Regulation X, 12 C.F.R. pt. 1024 (Counts I & II); violations of the Racketeer Influenced and Corrupt Organizations Act (“RICO”), 18 U.S.C. § 1961 et seq. (Counts III & IV); breach of contract (Count V); declaratory relief (Count VI); breach of fiduciary duty (Count VII); and violations of the Fair Credit Extension Uniformity Act (“FCEUA”), 73 P.S. § 2270.1 et seq., as made

actionable through the Unfair Trade Practices and Consumer Protection Law (“UTPCPL”), 73 P.S. § 201-1 et seq. (Count VIII1). Defendants now move, pursuant to Federal Rule of Civil Procedure 12(b)(6), to dismiss Graham’s Second Amended Complaint for failure to state a claim upon which relief can be granted. For the reasons that follow, Defendants’ motions will be granted in part and denied in part. FACTUAL BACKGROUND On December 30, 1999, Plaintiff Helena Graham purchased the Pennsylvania home in which she currently resides, financing the purchase through a mortgage loan.2 After several refinancings, the mortgage presently encumbering the property was executed in 2005 between Graham and Argent Mortgage Company in the original principal amount of $225,000. Graham

alleges that Argent was acquired by Citigroup in 2007. She further alleges that the mortgage was later “assigned” to Ocwen Loan Servicing in 2017 and that, in 2018, Ocwen acquired PHH Mortgage Corporation, after which Graham’s loan was “transferred to PHH for servicing.”3

1 In the Second Amended Complaint, this Count is labeled as “Count VII,” but this appears to be a typographical error as it immediately follows another section also labeled as Count VII. So the Court will treat it as though Plaintiff meant to label the second iteration of Count VII as Count VIII. 2 The Second Amended Complaint does not make clear who the original mortgage was with. While stating the “true and correct copy of Plaintiff’s mortgage, executed on December 30, 1999, is attached hereto as Exhibit A,” Exhibit A is rather a copy of a mortgage executed on December 20, 2005 between Graham and Argent Mortgage Company. Given Graham’s timeline of refinancing listed in the Second Amended Complaint, the Court assumes the attached mortgage is the most recent operative mortgage document, corresponding to the last time Graham refinanced, which Graham inconsistently labels as “[o]n January 4, 2006, Plaintiff refinanced again with Argent for $225,000.” 3 Mortgage servicing is distinct from mortgage lending; it refers to the “administration of a mortgage loan, including the collection of payments, release of liens, and payment of property insurance and taxes. Servicing is usu[ally] Section 5 of that mortgage agreement requires Graham to maintain adequate, continuous hazard insurance on the property. It provides: Borrower shall keep the improvements now existing or hereafter erected on the Property insured against loss by fire, hazards included within the term “extended coverage,” and any other hazards including, but not limited to, earthquakes and floods, for which Lender requires insurance. This insurance shall be maintained in the amounts (including deductible levels) and for the periods that Lender requires.

If Graham fails to maintain the required coverage, the mortgage authorizes the lender to obtain insurance itself and to charge the cost to her. Specifically, the mortgage states: If Borrower fails to maintain any of the coverages described above, Lender may obtain insurance coverage, at Lender’s option and Borrower’s expense . . . . Borrower acknowledges that the cost of the insurance coverage so obtained might significantly exceed the cost of insurance that Borrower could have obtained.

The mortgage also includes an escrow component allowing monthly mortgage payments to be applied to property taxes and hazard insurance premiums. From January 2022 through April 2023, Graham maintained her own hazard insurance policy through American Security Insurance Company (“ASIC”) and paid a monthly premium of $239.38. 4 In April 2023, she obtained a new hazard insurance policy through Openly, Inc. Although she obtained the Openly Policy in April 2023, the policy was backdated to provide coverage beginning March 28, 2023, and continuing through March 28, 2024, for a total premium of $2,899.72.

performed by the lender of the lender’s agent, for a fee.” Mortgage servicing, Black’s Law Dictionary (12th ed. 2024).

Graham does not indicate clearly what she means by alleging that the mortgage was “assigned” to Ocwen Loan Servicing. In this context, “assigned” could refer either to an assignment of the note and mortgage (i.e., the underlying contractual rights) or merely to a transfer of servicing rights. Regardless, Graham’s allegations indicate that PHH received only the servicing rights, because she does not separately allege that PHH was assigned ownership of the loan or any contractual right to receive principal and interest.

4 Graham makes no reference to what coverage she had before this time. Graham alleges that, despite the Openly policy being in effect, PHH—acting through NewRez, LLC, another mortgage servicer, and issuing statements on NewRez letterhead identifying “c/o PHH Mortgage Services”—assessed monthly hazard insurance charges associated with an ASIC policy (the “Refunded Insurance Placement”). According to the Second

Amended Complaint, those charges appeared on Graham’s monthly mortgage statements as follows: an October 2, 2023 statement showing a $799.00 escrow charge for hazard insurance posted September 12, 2023; a November 6, 2023 statement showing a $199.75 hazard insurance charge posted October 5, 2023; and a December 7, 2023 statement showing two $199.75 hazard insurance charges posted November 7, 2023 and December 6, 2023. On or about January 3, 2024, Graham’s monthly mortgage statement reflected an “Insurance Refund” of $1,398.25, posted on December 28, 2023, reversing the total amount previously charged for the overlapping ASIC coverage.

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Bluebook (online)
Helena Graham v. PHH Mortgage Corporation, American Security Insurance Company, Assurant Inc., NewRez LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/helena-graham-v-phh-mortgage-corporation-american-security-insurance-paed-2026.