HomeMy WebLinkAbout06-6117,i
DOUGLAS C. LOVELACE, JR., Esquire
Attorney Identification Number: 83889
36 Donegal Drive
Carlisle, PA 17013
(717) 385-1866
: IN THE COURT OF COMMON PLEAS
IDA L. CASTELLNO : CUMBERLAND COUNTY,
Plaintiff : PENNSYLVANIA
V.
CIVIL ACTION - IN LAW
VICTOR M. RIVERA, JR.
Defendant : NO: 04- G 11 7 CIVIL, TERM
NOTICE
YOU HAVE BEEN SUED IN COURT. IF YOU WISH TO DEFEND AGAINST THE
CLAIMS SET FORTH IN THE FOLLOWING PAGES, YOU MUST TAKE ACTION WITHIN
TWENTY (20) DAYS AFTER THIS COMPLAINT AND NOTICE ARE SERVED, BY
ENTERING A WRITTEN APPEARANCE PERSONALLY OR BY ATTORNEY AND
FILING IN WRITING WITH THE COURT YOUR DEFENSES OR OBJECTIONS TO THE
CLAIMS SET FORTH AGAINST YOU. YOU ARE WARNED THAT IF YOU FAIL TO DO
SO, THE CASE MAY PROCEED WITHOUT YOU AND A JUDGMENT MAY BE
ENTERED AGAINST YOU BY THE COURT WITHOUT FURTHER NOTICE FOR ANY
MONEY CLAIMED IN THE COMPLAINT OR FOR ANY OTHER CLAIM OR RELIEF
REQUESTED BY THE PLAINTIFF. YOU MAY LOSE MONEY OR PROPERTY OR
OTHER RIGHTS IMPORTANT TO YOU.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER OR CANNOT AFFORD ONE, TELEPHONE THE OFFICE SET
FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
CUMBERLAND COUNTY BAR ASSOCIATION
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
1-800-990-9108
(717) 249-3166
NOTICIA
LE HAN DEMANDADO A USTED EN LA CORTE. SI USTED QUIERE
DEFENDERSE DE ESTAS DEMANDAS EXPUESTAS EN LAS PAGINAS SIGUIENTES,
USTED TIENE VIENTE (20) DIAS DE PLAZO AL PARTIR DE LA FECHA DE LA
DEMANDA Y LA NOTIFICACION. USTED DEBE PRESENTAR UNA APARIENCIA
ESCRITA O EN PERSONA O POR ABOGADO Y ARCHIVAR EN LA CORTE EN FORMA
ESCRITA SUS DEFENSES O SUS OBJECTIONS A LAS DEMANDAS EN CONTRA DE SU
PERSONA. SEA AVISADO QUE SI USTED NO SE DEFIENDE, LA CORTE TOMARA
MEDIDAS Y PUEDE ENTRAR UNA ORDEN CONTRA USTED SIN PREVIO AVISO O
NOTIFICACION Y POR CUALQUIER QUEJA O ALIVO QUE ES PEDIDO EN LA
PETICION DE DEMANDA. USTED PUEDE PERDER DINERO O SUS PROPIEDADAS O
OTROS DERECHOS IMPORTANTES PARA USTED.
LLEVE ESTA DEMANDA A UN ABOGADO INMEDIAMENTE. SI NO TIENE
ABOGADO O SI NO TIENE EL DINERO SUFICIENTE DE PAGAR TAL SERVICIO,
VAYA UN PERSONA O LLAME POR TELEPHONO A LA OFICINA CUYA DIRECCION
SE ENCUENTRA ESCRITA ABAJO PARA AVERIGUAR DONDE SE PUEDE
CONSEGUIR ASISTENCIA LEGAL.
CUMBERLAND COUNTY BAR ASSOCIATION
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
1-800-990-9108
(717) 249-3166
DOUGLAS C. LOVELACE, JR., Esquire
Attorney Identification Number: 83889
36 Donegal Drive
Carlisle, PA 17013
(717) 385-1866
2
DOUGLAS C. LOVELACE, JR-, Esquire
Attorney Identification Number: 83889
36 Donegal Drive
Carlisle, PA 17013
(717) 385-1866
: IN THE COURT OF COMMON PLEAS
IDA L. CASTELLANO CUMBERLAND COUNTY,
Plaintiff PENNSYLVANIA
V.
CIVIL ACTION - IN LAW
VICTOR M. RIVERA, JR.
Defendant NO: 6 b - CIVIL TERM
COMPLAINT
AND NOW comes IDA L. CASTELLANO, by and through her attorney, Douglas C.
Lovelace, Jr., Esquire, and respectfully represents as follows in support of this complaint:
Parties
1. The Plaintiff, IDA L. CASTELLANO, is an adult individual whose principal
residence is 9953 Alicia Street, Philadelphia, Pennsylvania 19115.
2. The Defendant, VICTOR M. RIVERA, JR., is an adult individual whose principal
residence is 525 Spring Garden Street, Carlisle, Pennsylvania 17013.
Factual Allegations
3. During their marriage, Plaintiff and Defendant jointly owned the family residence
located at 9953 Alicia Street, Philadelphia, Pennsylvania.
4. In October 2001, Defendant asked Plaintiff if she would agree to Defendant taking out
a loan for twenty-five thousand dollars and giving a second mortgage on the said residence to
secure the note.
5. Defendant intended to and did use the proceeds of the loan for his personal purposes.
6. On or about November 2, 2001, Plaintiff agreed to and did co-sign the loan for the
Defendant. A true and correct copy of the loan agreement is attached hereto as Exhibit A and
incorporated herein by reference.
7. Defendant agreed to be solely responsible for repaying the loan secured by the second
mortgage on the said residence.
8. On or about August 17, 2003 Plaintiff and Defendant were divorced.
9. Plaintiff's and Defendant's divorce resulted from Defendant's marital infidelity.
10. As part of Plaintiff's and Defendant's divorce agreement, Plaintiff retained sole
possession of the residence located at 9953 Alicia Street, Philadelphia, Pennsylvania.
11. On August 6, 2004, Defendant signed a notarized promise to remain responsible for
making the payments of two hundred eighty-three dollars and fifty cents ($283.50) on the said
loan until it is paid-off. A copy of the notarized document is attached hereto as Exhibit B and
incorporated herein by reference.
12. In the same writing executed by Defendant on August 6, 2004, Defendant promised
to acquire a new residence and refinance the loan in order to remove the second mortgage on the
residence located at 9953 Alicia Street, Philadelphia.
13. Subsequent to receiving the divorce decree, Defendant married the woman he had
been seeing during his marriage to Plaintiff.
14. Subsequent to his divorce from Plaintiff, Defendant bought the residence located at
525 Spring Garden Street, Carlisle, Pennsylvania, where he resides with his new wife.
15. Defendant did not refinance the loan he secured by a second mortgage on the
residence located at 9953 Alicia Street, Philadelphia.
2
16. On or about October 5, 2005, Plaintiff was forced to refinance the loan secured by
the first mortgage on the residence located at 9953 Alicia Street, Philadelphia, in order to lower
monthly payments to make them affordable.
17. Plaintiff was informed by the loan broker, Brian Howell of Priority Mortgage
Services, that she could not refinance the loan secured by the first mortgage alone, and that she
would have to refinance the loan secured by the second mortgage as well.
18. Plaintiff informed Defendant of the requirement to refinance the Defendant's loan
secured by the second mortgage on the residence located at 9953 Alicia Street, Philadelphia and
Defendant replied, "Do what you have to do" or words to that effect.
19. Plaintiff refinanced the Defendant's loan in order to clear the second mortgage so
that she could then refinance the loan that was secured by the first mortgage on the residence
located at 9953 Alicia Street, Philadelphia.
20. After learning that plaintiff had paid-off the loan that was secured by the second
mortgage, Defendant ceased making loan payments.
21. The note evidencing the Defendant's loan that was secured by the second mortgage
was, by its explicit terms, assignable.
22. The terms of the note evidencing the Defendant's loan that was secured by the
second mortgage provides that, in the event of default, the lender may declare due immediately
the entire unpaid principal balance, all accrued unpaid interest, and any other applicable fees and
costs to include a three percent increase in the interest rate applied to the unpaid balance.
23. The terms of the note evidencing the Defendant's loan that was secured by the
second mortgage provides for recovery of attorney fees up to twenty-five percent (25%) of the
outstanding loan balance.
24. The terms of the note evidencing the Defendant's loan that was secured by the
second mortgage provides the aforementioned rights to the original lender, assigns, and
successors.
25. Plaintiff is successor in interest to the original lender for the said loan.
26. On or about February 9, 2006, Mr. Brian Howell of Priority Mortgage Services
notified Defendant in writing that Defendant should make all future payments to Plaintiff. A
copy of said writing is attached hereto as Exhibit C and incorporated herein by reference.
27. Plaintiff contacted Defendant and asked that he make the loan payments to her and
Defendant replied, "I never agreed to that" or words to that effect.
28. In denying he had agreed to Plaintiffs pay-off of his loan and refusing to repay
Plaintiff, Defendant intended to receive the benefit of the amount of the unpaid balance
remaining, plus interest.
29. Once Plaintiff paid-off Defendant's loan that was secured by the second mortgage on
the residence at 9953 Alicia Street, Defendant made no further payments to anyone on the loan.
30. Defendant has not refinanced the loan he took out secured by the second mortgage
on the residence located at 9953 Alicia Street, Philadelphia.
31. The defendant received the full benefit of the loan he took out using the second
mortgage on the residence located at 9953 Alicia Street, Philadelphia as security.
32. As of the date Plaintiff paid-off the loan, there remained an unpaid balance of twenty
thousand, seven hundred, twenty-four dollars and fifty-five cents ($20,724.55).
33. On or about June 28, 2006, Plaintiff notified Defendant that she holds him in default
on the loan he took out using the second mortgage on the residence located at 9953 Alicia Street,
Philadelphia as security.
4
Count I
Breach of Contract
34. Plaintiff incorporates herein by reference the averments contained in foregoing
paragraphs 1 through 33, inclusive, as fully as though the same were set forth herein at length.
35. By terminating his payments on the loan originally secured by a second mortgage on
the residence located at 9953 Alicia Street, Philadelphia, the Defendant breached the express
terms of the loan agreement.
36. By terminating his payments on the loan originally secured by a second mortgage on
the residence located at 9953 Alicia Street, Philadelphia and by not refinancing the loan as he
agreed in writing on August 6, 2004, the Defendant breached the express terms of that
agreement.
37. Due to Defendant's breach of the agreements he had with Plaintiff, Plaintiff suffered
a loss of $20,724.55 plus accrued interest at the rate of thirteen point sixty-five percent (13.65%).
WHEREFORE, Plaintiff respectfully requests this honorable Court to enter judgment in
her favor and against Defendant in an amount of $20,724.55 plus accrued interest at the rate of
thirteen point sixty-five percent (13.65%), reasonable attorney fees, and any other costs and
interest that may be provided by law, an amount that does not exceed the jurisdictional amount
for compulsory arbitration in accordance with local rule.
Count 11
Uniust Enrichment
In the event it is determined that no written or oral agreement existed in fact or law
between Plaintiff and Defendant as alleged in Count I, Plaintiff alleges as follows:
38. Plaintiff incorporates herein by reference the averments contained in foregoing
paragraphs 1 through 37, inclusive, as fully as though the same were set forth herein at length.
5
39. By terminating repayment of the said loan, Defendant improperly received a benefit
of $20,724.55 plus interest.
40. Defendant knew he would realize the benefit of the amount of the aforementioned
unpaid balance when he ceased repayment of the loan.
41. Defendant has refused to pay Plaintiff the $20,724.55 Defendant owes Plaintiff.
42. Acceptance and retention of the benefit of the $20,724.55 Defendant owes Plaintiff,
under the circumstances described in the foregoing paragraphs, would be inequitable unless
Defendant pays Plaintiff the value of the benefit.
WHEREFORE, Plaintiff respectfully requests this honorable Court to enter judgment in
its favor and against Defendant in the amount of twenty-thousand, seven-hundred, twenty-four
dollars and fifty-five cents ($20,724.55) plus accrued interest at the rate of thirteen point sixty-
five percent (13.65%), reasonable attorney fees, and any other costs and interest that may be
provided by law, an amount that does not exceed the jurisdictional amount for compulsory
arbitration in accordance with local rule.
Dated: D6s, ?Q, aC'1:
Respectfully submitted,
4ip r. 6i0- Vol
DOUGLAS C. LOVELACE, JR., Esquire
Attorney for the Plaintiff
Attorney Identification Number: 83889
36 Donegal Drive
Carlisle, PA 17013
(717) 385-1866
6
06/07/2006 10:29 267-256-3535 EXHIBIRTSA CLAIMS
iI?INI?pE?NINl?P?
StnvTRUff
PROMISSORY NOTE
References in the shaded area are for Lender's only a"•" nd do not limit the applicabli
Any Itern above coming "" has been omitted due to
Borrower: IC L R M RI A JR Lander:
9983 ALICIA STREET 1
PHILADELPHIA, PA 19115 :g
PAGE 02/06
7fiI?0iIFIN 1 10,
?iAV?t.?'A,4 AAAIK ? TAttST,leb
W7tht= REC0MMW 1 AS r
FAOWM INMAG '
EN'S PAfRiES W?tE0l .
to any particular loan or item.
of this
Sun7ru9t Bmank
1001 Semes Avenue
Richmond. VA 23224
Principal Arriottrtt: $24,00O.00
interest Rate: 11.550% Date of Note: November 2, 2001
PROMISE TO PAY. I ("Borrower'") jointly and so ally promise to pay to SunTrust Sank 1"Lender"), or order, In lawful money of the United
States of America, the principal amount of 7w gj?y-four Thousand & 001100 Dollars f574,000.06). together with irrterant at the ratn' bf
11.650% par nn u rn on the unpaid principal halo! from November 7, 2001, until paid in full
PAYMENT. I will pay this loan in 180 payments of 6283.50 each payment. My first payrrrent is due December 17, 2001, and at subsequent
payments are due an the same day of each month after that. My final payment will be due an November 17, 2016, and will be for all principal,
accrued Interest, and elf other applicable fees, costs and charges, if any, not yet paid. Payments include principal and Interest, Unless
otherwise required by applicable low, payments (whether regular payments or prepayrrneerta) will be applied first to arty loan fees (such as late
fees or bad cheek feed. second to credit Insurance premkrr", third to accrued unpaid interest, and thereafter to reduce my outstanding principal
balance, or in any other order Lender wlshaa. If I make a payment which Is late, the fats fee will be due and payable ie addition to my regular
payment. Since Interest accrues daily, if I am comisterrily early in making my payments. my last payment will be less than scheduled. If I am
consistently late, my lox% payment will be more than scheduled. Payments made by check, including cmhier'n, taker's or eerMad checks, do
not discharge my debt to Lender until final payment of the check. Interest on this Note is computed on a 3651365 simple Interest basis; that is,
by applyleg the ratio of the annual interest rate over the number of days in a year (206 during leap years), multipned by the outstanding principal
balance. multi and by the actual member of days the principal balance Is outstanding, i will poy lender at Lander's addres;r shown above or at
such other place as Lender may designate in writing.
PREPAYMENT. i may pay without penalty all or a portion of the amount owed earlier than It is due. Early payments will not, unless agreed to
by Lender in writing, relieve me of my obligation to continue to make payments under the payment schedule, Rather, early payments will reduce
the principal balanca due and may result in my making. fewer payments. i agree not to send Lender payments marked "paid In full", "wthout
recourse", or similar language. If I send such a payment, Lander may accept it without losing any of Lender's rights under thin Note, and I will
remain obligated to pay any further amount owed to Lender. All written communications concerning disputed Amounts, including any check or
other payment instrument that indicates that the payment constitutes "payment in full" of the amount owed or that is tendered with other
condiilons or limitations or as full satisfaction of a disputed amount must be mailed or delivered to. SunTrust Bank, P.O. Box 85673 Richmond,
VA 23285-5673.
LATE CHARGE. If a payment is 10 days or more late. i will be charged 5.400% of the unpaid portion of the regularly scheduled payment,
INTEREST AFTER WFAULT. Upon default, including failure to pay upon final maturity, Lender, at its option, may, if permitted under applicable
law, increase the interest rate on this Note 3,000 percantage points. The interest rate will not exceed the maximum rote permlttoti by
applicable law.
DEFAULT, t will be In default under thLe Note if any of the following happen:
payment Default. I fail to make any payment when duo under this Note.
Break Other Promises. I break any promise made to Lender or'Fail to perform promptly at the time and strictly in the manor provided In
This Note or in any agreement related to this Note, or in any other agreement or loin I have with Lender.
Default in Favor of Third Parties. i or any Grantor defeults under any loan, oxtension'of credit, security agreement, purchase or sales
agreement, or any other agreement, in favor of any other creditor or person that may materially affect any of my property or my ability to
repay this Note or perform my obligations under this Note or any of the rotated documents.
False Statements. Any representation or statement made or fumishad to Lender by me or on my behalf under this Note or the related
documents is fame or misleading In any material respect, either now or at the time rrfade or furnished.
Death or insolvency. Any Borrower dies or becomes insolvent; a receiver is appointed for any part of my property; I make an assignment
for the benefit of creditors: or any proceeding is commenced either by me or against me under eny bankruptcy or insolvency laws,
Taking of the Property. Any creditor or governmental agency tries to take any of the property or any other of my property in which Lander
has a lien. This includes taking of, garnishing of or levying on my accounts with Lender. However, if i dispute in good faith whether the
claim on which the taking of the property is based Is valid or reasonable, and if I give Lender written notice of the claim and furnish Lender
with monies or a surety bond satisfactory to Lender to satisfy the claim, than this default provision will not apply.
Dofecdve Collateralution. This Note or any of the related documents ceases to be in full force and effect fincluding failure of any collateral
document to create a valid and perfected security interest or fien) at any time and for any reason,
collateral Damage or Loss. Any collateral securing this Note is lost, stolen, substantially damaged or destroyed and the loss, theft,
substantial damage or destruction is not covered by insurance.
Events Affecting Guarantor. Any of the pracacift events occurs with respect to any guarantor, endorser, surety, or accommodation party
of any of the indebtedness or any guarantor, endorser, surety, or accommodation party dies or becomes Incompetent, or revokes or
disputes the validity of, or liability under, any guaranty of the Indebtodneas evidenced by this Note.
LENDER'S RIGHTS. Upon default, Lender may declare the entire unpaid Drincipal balance on this Note and all accrued unpaid Interest, together
EXHIBIT
06/07/2006 10:29 267-256-3
Lean NO: 04300004430OS2993
PROMISSORY NOTE
(Continued)
with all other applicable fees, costs and charges, if any, immediately due and payable, and then I will pay that amount.
Page 2
ATTORNEYS' FEES; EXPENSES. Subject to any limits under applicable law, upon default, I agree to pay Lender's attorneys' fees equal to
25.000% of the principal balance due on the loallpd all of Lender's other collection expenses, whether or not there is a lawsuit, including legal
expenses for bankruptcy proceedings, j.
JURY WAIVER. Lender and I hereby wafvo the rittit to any jury trial in any action, proceeding, or counterclaim brought by either Lender or me
against the other,
GOVERNING LAW. This Note will be govorndIty and iterpreted In accordance with federal law and the laws of the Commonwealth of
Vitglnia. This Note has been accepted by bender in the Commonwealth of Virginia.
CHOICE OF VENUE. if there bR a lawsuit, I sgrel)upon Lender's request to submit to the jurisdiction of the applicable courts for the City of
Richmond, Commonwealth of Virginia,
DISHONORED IT>;Ni FEE..i will pay a fee to Londe f $15.00 if I make s payment on my loan and the check or preauthorized charge with which
I pay is later dishonored.
RIGHT OF SETOFF, To the extent permitted by applicable law, Lender reserves a right of setoff in all my accounts with Lender lwhather
checking, savings, or some other account), Thiscludes all accounts I hold jointly with someone else and all accounts 1 may open in the future.
However, this does not Include any IRA of Kood accounts, or any trust accounts for which setoff would be prohibited by law. I authorize
Lender, to the extent permitted by applicable 1awlto charge or setoff all sums owing on the indebtedness against any and all such accounts,
and, at Lender's option, to administratively heeze of such accounts to allow Lender to protect Lender's charge and netoff right^ provided in this
paragraph.
COLLATERAL-
1 acknowledge this Note is s??,r»d by a Mortgage dated November 2, 2001, to Lender on noel property located in
County, Commonwealth oft; t nnsylvania, all the terms and conditions of which are hereby incorporated and made a part
of this Note, The Real Property or its address is commonly known as 9953 ALICIA STREET, PHILADELPHIA, FA 19115,
SETTLEMENT CHARGES. i agree to pay the charge; outlinad on the HUD 1A Settlement Statement ("HUD 1A"), executed by me in connection
with this Note, which represents Lender's actual and verifiable closing costs, Lender may agree to pay these charges on my behalf at the time
of settlement, However, in the event the loan Is terminated prior to the third anniversary of this Note, then 1 shall reimburse Linder for the total
amount of the settlement charges set forth in the HUD IA. Lender may add this amount to my loan payoff, or if asked. I will pay Lender directly
upon demand-
RECEIPT OF PAYMENTS, For my payment to be credited to my account on the slime business day that it is received, the coupon portion of my
statement and my payments must be mailed to the remittance address shown on the payment coupon and received by Lender at the post office
by 9-,00 a.m, Payment must be in the form of a check or money order drawn in U,S, currency for the correct amount. Payments received by
Lender at any other location or in any other form may not be credited to my account for up to two business days. Business days are Monday
through Friday, excluding holidays. Except if prohibited by law, attorneys' fees and court and collection costs will bs added to the unpaid
principal balance of this loan and will accrue interest as stated in this Note- The unpaid principal balance of thin loan will bear interest at the
rate stated in this Note, even after a repossession or sale of any collateral, until repaid in full or until Lender obtains a judgment and Is required
by law to charge a lower rate- in the evert of a Bankruptcy proceeding and, to the extent permitted by law, I agree that any unpaid Interest
accrued prior to the filing' of the Bankruptcy proceeding shalt, following the filing of such petition, bear interest at the rate set forth in this Note.
NOTICES. Any notice Lender is required to give me may be given at the Borrower's address as stated in thin Note unless I notify Lender in
writing of a different address. Notice Lender gives will be deemed given when malted, postage prepaid, to such address, As permitted by law,
if there is more than one Borrower, notice to any one of us shalt be deemed notice to each of us,
SEVERABiLITY, ASSIGNMENT, AND OTHER RIGHTS. Any provision in this Note prohibited by appiieabtc law shelf be Ineffective to the extent of
ouch prohibition without invalidating any other provision of this Note. Lender may assign Its rights under this Note without my consent, Lender
may en€Orce this Agreement against me, my heirs and legal representatives,
CREDIT AND FINANCIAL INFORMATION , I agree to provide Lender with updated financial information if requested to do so. f Akithorize Lender
to investigate my credit worthiness. This may include obtaining information from credit reporting agencies- I authorim Lender to furnish credit
information to persons who may lawfully receive and use such Information,
MISCELLANEOUS. In connection with the loan and this Note, 1 may execute other documents including agreements concerning insurance
collateral, disbursement of the loan and automatic payments, and such other agreements and documents are Incorporated by reference Into the
terms of this Note, If I am in default on any debt that I owe Lander, Lender may ripply any payment on this Note towards the debt, that is in
default-
INFORMATION REPORTED TO CREDIT BUREAUS. UNDER THE FAIR CREDIT REPORTING ACT, 1 WAVE THE RIL;HT TO NOTIFY LENDER IF I
BELIEVE LENDER HAS REPORTED INACCURATE INFORMATION ABOUT MY ACCOUNT TO A CREDIT BUREAU OR CONSUMER REPORTING
AGENCY. SUCH NOTICES SHOULD BE SENT IN WRITING AND INCLUDE MY COMPLEM NAME. CURRENT ADDRESS, SOCIAL SECURITY
NUMBER, TELEPHONi: NUMBER, ACCOUNT NUMBER, TYPE OF ACCOUNT. SPECIFIC ITEM OF DISPUTE AND THE REASON WHY I BELIEVE
THE INFORMATION REPORTED IS IN ERROR, SEND TH6 NOTICE TO: SUNTRUST 13ANK PO BOX 85052, RICHMOND, VA 23265..
OTHER CHARGES, 11 1 make a payment with a check, and my check is dishonored for any reason. I agree to pay the foe established from time
to time by the Lender for returned checks, I agree to pay a $5.00 charge for any account history i request-
SUCCESSOR INTERESTS. The terms of this Note shalt be bending upon me, and upon my heirs, personal represonnatives, successors and
assigns, and shall Inure to the benefit of Lender and its successors and assigns.
NOTIFY US OF INACCURATE INFORMATION WE REPORT TO CONSUMER REPORTING AGENCIES, Please notify us If we report any inaccurate
information about your account(s) to a consumer reporting agency, Your written notice describing the specific inaceumoyfies) should be sent to
us at the following address: SunTrust Bank P.Q. Box 85052 Richmond, VA 23285-5131
C,FNERAL PROVISIONS. Lender may delay or forgo enforcing any of Its rights or remedies under this Note without losing them, t and any other
person who signs, guarantees or endorse-- this Note, to the extent allowed by law, waive prasentment, demand for payment, rind notice of
dishonor. Upon any change in the terms of this Nate, and unless otherwise expressly stated iii writing, no party who signs this Note, whether
as maker, guarantor, accommodation maker or endorser, shalt be released from liability, All such parties agree that Lander may renew or extend
(repeatedly and for any length of time) this loan or release any party or guarantor or collateral; or impair, fait to realize upon or perfect Lender's
security interest in the collateral. Ali such parties also agree that Lander may modify this loan without the consent of or notice to anyone other
than the party with whom the modification iz made. My obligations under this Note are joint and neveraf. This means that each person who
signs this Note Is fully and personally obligated to keep ate of the promises made in this Note, including the promise to pay the full amount owed-
PAGE n-/nF,
06/07/2006 10:29 267-
04/06
PROMISSORY NOTE
Loan No: 04300004430053993 {Continued} Page 3
PRIOR TO SIGNING THIS NOTE. 1, AND EACH OF, US, READ AND UNDERSTOOD ALL THE PROVISIONS OF THIS NOTE. I. AND EACH OF US,
AGREE TO THE TERMS OF THE NOTE. 0
I ACKNOWLEDGE RECEIPT OF A COMPLETED COY OF THIS PROMISSORY NOTE.
THIS NOTE IS GIVEN UNDER SEAL AND IT ISJ TENDED THAT THIS NOTE IS AND SHALL CONSTITUTE AND. HAVE THE EFFECT OF A
SEALED INSTRUMENT ACCORDING TO LAW. 1%
BORROWER;
uEl? rnv t?n.n. •:. ?.
X .44, - r ?- ISeali
pA LIRIVERA, Individually
a-r•
EXHIBIT B
6 August 2004
To Whom it May Concern:
This letter is to act as proof that I, Victor M. Rivera, Jr.
have maintained the responsibility of the Second Mortgage
through Citicorp Trust Bank for the address of 9953 Alicia
Street, Philadelphia PA 19115. I will continued makin
these payments after leaving this residence in January g
2003, and will continue to maintain the payments of
$283.50 through its payoff After I establish a
I will refinance the loan off the residence of 9953 Alicia st.
Philadelphia, Pa. 19115.
Citicorp Trust Bank, fsb
Account # 3137182
# 800-997-8467
Victor M. Rivera, r. NOtWW 88-- .._.
ED WAR o o ?Ca
ARY
PUeui
rnst Cum°i
QTY Commission Co, PA
Expires qg, 2t? ?
EXHIBIT B
EXHIBIT C
February 9, 2006
Re: Citicorp Trust Bank
Acct# 3137182
Dear Mr. Victor Rivera Jr.,
Enclosed you will find a letter that is notarized dated the 6th of August in the
year
2004. That letter serves as a promissory note and you accepting the res ons bilty
of the Second Mortgage with the above lender attached to the 9953 Alicia St.
property. I was contacted by Ms. Ida Castellano on the 14th of October in the
year 2005 with an interest to refinance. After going through the process, it was a
stipulation to payoff the second mortgage. Enclosed also is the payoff letter from
Citicorp advising the amount that was paid off through the refinance process.
According to the signed letter that was notarized you agreed to continue and
maintain the payments of $283.50 through its payoff. Correct me if i am wrong,
but you have not paid it off. Which means that if Ms. Castellano did not refinance
you would still be making payments to Citicorp. This letter is just an advisory
letter asking you to redirect your payments from Citicorp to Ms. Castellano as
he
same terms you signed for on the notarized letter. Ms. Castellano and yourself
should keep a track as to how much you paid, you will be advised on a earl
basis or at your request as to the amounts. Y Y
This letter also is to serve as notice to advise that further legal actions ma to
place if payments are not redirected accordingly. Y ke
Thank you for your cooperation in this matter.
Sincerely,
ID -
0
uol b lK i
Brian Howell
Sr. Mortgage Consultant
cc: Ida Castellano
EXHIBIT C
VERIFICATION
IDA L. CASTELLANO, Plaintiff in this action hereby states that the statements
of fact made in the foregoing COMPLAINT are true and correct to the best of her
Personal knowledge, information, and belief. The undersigned understands that the
statements herein are made subject to the penalties of 18 Pa. C.S.A. § 4904 relating to
unworn falsification to authorities.
Date:
I L. Castellano
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11
SHERIFF'S RETURN - REGULAR
CASE NO: 2006-06117 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
CASTELLNO IDA L
VS
RIVERA VICTOR M JR
MICHAEL BARRICK , Sheriff or Deputy Sheriff of
Cumberland County,Pennsylvania, who being duly sworn according to law,
says, the within COMPLAINT & NOTICE
was served upon
the
RIVERA VICTOR M JR
DEFENDANT
, at 1418:00 HOURS, on the 25th day of October , 2006
at 525 SPRING GARDEN STREET
CARLISLE, PA 17013 by handing to
KATHY CAPELLO, MOTHER IN LAW, ADULT IN CHARGE
a true and attested copy of COMPLAINT & NOTICE together with
and at the same time directing Her attention to the contents thereof.
Sheriff's Costs: So Answers:
Docketing 18.00
Service 4.40 Postage .39
Surcharge 10.00 R. Thomas Kline
.00
32.79? 10/27/2006
DOUGLAS LOVELACE
Sworn and Subscibed to By:
before me this day eputy Sher'f
of A. D.
IDA L. CASTELLNO,
Plaintiff
V.
VICTOR M. RIVERA, JR.
Defendant
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
No. 06-6117 CIVIL TERM
NOTICE TO PLEAD
TO: Ida L. Castellino
c/o Douglas Lovelace, Esquire
36 Donegal Drive
Carlisle, Pennsylvania 17013
You are hereby notified to file a written response to the enclosed Answer and New
Matter within twenty (20) days from service hereof or a judgment may be entered against you.
Date: January 5, 2007
Respectfully Submitted,
Rominger & Whare
,tar] E. Rominger, Esquire
155 South Hanover Street
Carlisle, Pennsylvania 17013
(717) 241-6070
Supreme Court ID# 81924
Attorney for Defendant
IDA L. CASTELLNO, : IN THE COURT OF COMMON PLEAS
Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA
V.
CIVIL ACTION - LAW
VICTOR M. RIVERA, JR. : No. 06-6117 CIVIL TERM
Defendant
ANSWER AND NEW MATTER
AND NOW, comes Defendant, Victor M. Rivera, Jr., by and through his counsel, Karl E.
Rominger, Esquire, and in response to the Complaint avers as follows:
1. Admitted.
2. Admitted.
3. Admitted.
4. Admitted in part. It is admitted that the loan was taken out. It is denied that it was
solely as to the defendant.
5. Denied. Strict proof of the same is demanded at trial. By way of further answer, the
proceeds of the loan were for the benefit of the marriage.
6. Admitted.
7. Denied. Strict proof of the same is demanded at trial. By way of further answer the
loan was a marital loan and it was the intent of the parties that the marriage be
responsible.
8. Admitted.
9. Denied. By way of further answer, the reasons for the divorce are irrelevant to this
action.
10. Admitted.
11. Admitted.
12. Admitted.
13. Admitted insomuch as to in fact as the defendant has remarried no other allegations
are denied. By way of further answer the allegations are irrelevant.
14. Denied. Strict proof is demanded at trial.
15. Admitted.
16. Denied. The defendant is without sufficient information as to determine the validity
of this paragraph. Strict proof is demanded at trial.
17. Denied. The defendant is without sufficient information as to determine the validity
of this paragraph. Strict proof is demanded at trial.
18. Denied. Strict proof of the same is demanded at trial.
19. Denied. The defendant is without sufficient information as to determine the validity
of this paragraph. Strict proof is demanded at trial.
20. Admitted.
21. Conclusion of the law and requires no answer. By way of further answer it is denied.
Strict proof of the same is demanded at trial.
22. Conclusion of the law and requires no answer. By way of further answer it is denied.
Strict proof of the same is demanded at trial.
23. Conclusion of the law and requires no answer. By way of further answer it is denied.
Strict proof of the same is demanded at trial.
24. Conclusion of the law and requires no answer. By way of further answer it is denied.
Strict proof of the same is demanded at trial.
25. Conclusion of the law and requires no answer. By way of further answer it is denied.
Strict proof of the same is demanded at trial.
26. Denied. Strict proof of the same is demanded at trial.
27. Admitted.
28. Denied. Strict proof of the same is demanded at trial.
29. Denied. The plaintiff paid off Defendant's loan. It is admitted that no further loans
were ever made once it was paid-off.
30. Admitted. By way of further answer, Plaintiff has paid off that loan
31. Denied by way further answer, the marriage took full benefit of the loan.
32. Admitted. By way of further answer, it is admitted that the balance was substantial;
the exact figure should be left to strict proof at trial.
33. Admitted.
34. Requires no answer.
35. Conclusion of the law and requires no answer. By way of further answer it is denied.
Strict proof of the same is demanded at trial.
36. Conclusion of the law and requires no answer. By way of further answer it is denied.
Strict proof of the same is demanded at trial.
37. Denied and strict proof of the same is demanded at trial.
WHEREFORE, Defendant respectfully requests this honorable court to enter
judgment in his favor.
38. Requires no answer
39. Denied and strict proof of the same is demanded at trial. By way of further answer, it
is a conclusion of law and requires no answer.
40. Denied. By way of further answer defendant met his obligations at all times under the
contract of the parties.
41. Denied. Strict proof of the same is demanded at trial. By way of further answer,
defendant owes plaintiff nothing.
42. Denied. Strict proof of the same is demanded at trial. By way of further answer the
result is in compliance with the contract agreed to by the parties.
WHEREFORE, Defendant respectfully requests this honorable court to enter
judgment in his favor.
NEW MATTER
43. Previous paragraphs are incorporated as if by reference.
44. Plaintiff is not entitled to relief as defendant has met his obligation to continue
making payments up and until the time of the payoff of the loan.
45. Wife chose to pay off the loan and has abrogated defendant's duties under the
contract.
46. Defendant at all times intended to continue with payments if and until he could
refinance the loan or it was otherwise paid off.
47. Wife unilaterally chose to activate the pay off clause of the very contract she now
asserts is broken.
48. There is no equitable claim nor unjust enrichment claim(s) insomuch as both of these
matters are controlled by the contract.
WHEREFORE, the Defendant respectfully requests judgment in has favor and
against Plaintiff.
Respectfully Submitted,
Rominger & Whare
Date: January 5, 2007
Marl E. Rominger, Esquire
155 South Hanover Street
Carlisle, Pennsylvania 17013
(717) 241-6070
Supreme Court lD# 81924
Attorney for Defendant
IDA L. CASTELLNO, : IN THE COURT OF COMMON PLEAS
Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA
V.
CIVIL ACTION - LAW
VICTOR M. RIVERA, JR. : No. 06-6117 CIVIL TERM
Defendant
VERIFICATION
Karl E. Rominger, Esquire, states that he is the attorney for, Defendant Victor M. Rivera,
Jr., in this action; that he makes this affidavit as attorney because he has sufficient knowledge or
information and belief, based upon his investigation of the matters averred or denied in the
foregoing document; and that this statement is made subject to the penalties of 18 Pa. C.S.
Pa.C.S. §4904, relating to unworn falsification to authorities.
Date: January 5, 2007
"'Karl E. Rominger, Esquire
IDA L. CASTELLNO, : IN THE COURT OF COMMON PLEAS
Plaintiff : CUMBERLAND COUNTY, PENNSYLVANIA
V.
CIVIL ACTION - LAW
VICTOR M. RIVERA, JR. : No. 06-6117 CIVIL TERM
Defendant
CERTIFICATE OF SERVICE
I, Karl E. Rominger, Esquire Attorney for the Defendant, Victor M. Rivera, Jr., do hereby
certify that I this day served copy of the within Answer and New Matter to the following by
depositing the same in the United States mail, postage prepaid, at Carlisle, Pennsylvania,
addressed as follows:
Douglas Lovelace, Esquire
36 Donegal Drive
Carlisle, Pa 17013
Respectfully Submitted,
Rominger & Whare
Date: January 5, 2007
Karl E. Rominger, Esquire
155 South Hanover Street
Carlisle, Pennsylvania 17013
(717) 241-6070
Supreme Court ID# 81924
Attorney for Defendant
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DOUGLAS C. LOVELACE, JK, Esquire
Attorney Identification Number: 83889
36 Donegal Drive
Carlisle, PA 17013
(717) 385-1866
IN THE COURT OF COMMON PLEAS
IDA L. CASTELLANO CUMBERLAND COUNTY,
Plaintiff PENNSYLVANIA
V.
CIVIL ACTION - IN LAW
VICTOR M. RIVERA, JR.
Defendant NO: 06-6117, CIVIL TERM
PLAINTIFF'S REPLY TO DEFENDANT'S NEW MATTER
AND NOW, January 25, 2007, Plaintiff Ida L. Castellano, by her undersigned attorney,
files this Reply to Defendant's New Matter and avers as follows:
43. Plaintiff incorporates herein by reference the averments contained in paragraphs 1
through 42, inclusive, of Plaintiff's Complaint, as fully as though the same were set forth herein
at length.
44. Denied. The averment of paragraph 44 of Defendant's New Matter sets forth an
incorrect conclusion of law to which no further response is required by the Pennsylvania Rules
of Civil Procedure. In the event and to the extent the averment in paragraph 44 of Defendant's
New Matter is found not to be a conclusion of law, Plaintiff incorporates herein the averments
contained in paragraphs 1 through 42, inclusive, of Plaintiff's Complaint, as fully as though the
same were set forth herein at length. By way of fiuther answer, Defendant is obligated to
continue making payments on the loan until Defendant has paid-off the loan, as evidenced by
Defendant's promise set forth in Exhibit B to Plaintiff s Complaint. By way of further answer,
beginning in February 2006, Defendant was obligated to make said payments to Plaintiff, as
instructed by Brian Howell, of Citicorp Trust Bank, as evidenced by Exhibit C of Plaintiff's
Complaint.
45. Denied. The averment of paragraph 45 of Defendant's New Matter sets forth an
incorrect conclusion of law to which no further response is required by the Pennsylvania Rules
of Civil Procedure. In the event and to the extent the averment in paragraph 44 of Defendant's
New Matter is found not to be a conclusion of law, Plaintiff incorporates herein the averments
contained in paragraphs 1 through 42, inclusive, of Plaintiff s Complaint, as fully as though the
same were set forth herein at length. By way of further answer, Plaintiff paid the balance of the
loan to Citicorp Trust Bank only after consulting with Defendant and on the condition that
Defendant would direct future payments to Plaintiff.
46. Denied. Defendant assumed sole responsibility for repayment of the said loan and
promised to continue repayment of the loan until Defendant paid it off. By way of further
answer, Defendant ceased repayment of the loan in February 2006, and Plaintiff notified
Defendant on or about June 28, 2006 that she held him in default.
47. Denied. Plaintiff consulted with Defendant before paying the outstanding balance of
the loan to Citicorp Trust Bank to confirm that Defendant understood he would remain obligated
to paying-off the loan to Plaintiff, under the terms of the contract. Defendant affirmed his
obligation and told Plaintiff to "do what you have to do." Plaintiff paid the balance of the loan to
Citicorp Trust Bank, as a prerequisite to refinancing her home and only after securing
Defendant's concurrence and affirmation. Defendant now seeks to abrogate his obligation and
avoid his responsibility.
48. Denied. The averment of paragraph 48 of Defendant's New Matter sets forth an
incorrect conclusion of law to which no further response is required by the Pennsylvania Rules
2
of Civil Procedure. In the event and to the extent the averment in paragraph 44 of Defendant's
New Matter is found not to be a conclusion of law, Plaintiff incorporates herein the averments
contained in paragraphs 1 through 42, inclusive, of Plaintiffs Complaint, as fully as though the
same were set forth herein at length. By way of further answer, Defendant appears to aver
inconsistently in paragraphs 47 and 48 of his New Matter that the said contract is no longer valid
but that, still, its terms continue to govern Plaintiffs claims against defendant.
WHEREFORE, Plaintiff respectfully requests this honorable Court to enter judgment in
her favor and against Defendant in an amount of $20,724.55 plus accrued interest at the rate of
thirteen point sixty-five percent (13.65%) per annum, reasonable attorney fees, and any other
costs and interest that may be provided by law, an amount that does not exceed the jurisdictional
amount for compulsory arbitration in accordance with local rule.
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Douglas C. Lovelace, Jr., Esquire
Attorney for Defendant
Attorney Identification Number: 83889
36 Donegal Drive
Carlisle, PA 17013
(717) 385-1866
3
VERIFICATION
IDA L. CASTELLANO, Plaintiff in this action, hereby states that the statements
of fact made in the foregoing PLAINTIFF'S REPLY TO DEFENDANT'S NEW
MATTER are true and correct to the best of her personal knowledge, information, and
belief. The undersigned understands that the statements herein are made subject to the
penalties of 18 Pa. C.S.A. § 4904 relating to unworn falsification to authorities.
Date: z cJ f t .?
Ida . Castellano
CERTIFICATE OF SERVICE
I, Douglas C. Lovelace, Jr., attorney for the Plaintiff, Ida L. Castellano, hereby certify
that on January 25, 2007, I served a true and correct copy of the foregoing Plaintiff's Reply to
Defendant's New Matter upon the following below named individual by depositing the same in
the United States mail, first class, postage prepaid, at Carlisle, Cumberland County,
Pennsylvania.
SERVED UPON:
Karl E. Rominger, Esquire
Rominger & Whare
Attorneys at Law
155 South Hanover Street
Carlisle, PA 17013
Attorney for Defendant
zore-, 4q -
Douglas C. Lovelace, Jr., Esquire
Attorney Identification Number: 83889
36 Donegal Drive
Carlisle, PA 17013
(717)385-1866
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IDA L. CASTELLNO
v.
Plaintiff
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYLVANIA
CIVIL ACTION - IN LAW
NO:: 06-6117, CIVIL TERM
VICTOR M. RIVERA, JR.
Defendant
To the Prothonotary:
PRAECIPE TO DISCONTINUE ACTION
Please mark this action settled, discontinued, and ended as to all defendants (upon
payment of your costs only).
Dated: Jdh- 012. 4V
DOUGLAS C. LOVELACE, JR., Esquire
Attorney Identification Number: 83889
36 Donegal Drive
Carlisle, PA 17013
(717) 385-1866
Attorney for Plaintiff
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