870 Enclave Warranty DeedCITY OF CARMEL
BUYER'S REPORT (2)
PROJECT 07 -08; Keystone Parkway PARCEL 64 COUNTY Hamilton CODE N/A
NAME ADDRESS OF OWNER Kathryn A. Schmith, Trustee of the Schmith Living Trust, Dated
July 13, 2006, and Kathryn A. Schmith, Life Estate Interest
870 Enclave Circle, Carmel, IN 46032 PHONE 317.581.9638
NAME ADDRESS OF PERSON CONTACTED Lisa and Bob Meiners, Real Estate Representatives
1119 Keystone Way, Carmel, IN 46032 PHONE 317.846.7751
(List other interested parties on reverse side including nature of their interest)
DATE ASSIGNED 1/14/08 DATE OF CONTACT 1/22/08 TIME OF CONTACT 3:50 pm
OFFER 222,500.00 TYPE OF CONTACT: PERSONAL VISIT, (X) TELEPHONE CALL, (X) MAIL
Write: YES, NO or N/A (for Not Applicable), as appropriate, in each numbered blank space:
1. N/A Checked Abstract with owner? 13. N/A Sent Daily Notice to Relocation Section?
2. N/A Any affidavits taken? 14. YES Secured W -9 Form?
3. NO Any mortgage(s)?
4. N/A Any other liens, judgments, etc.?
5. N/A Showed plans? Explained take?
6. N/A Explained about retentions?
7. N/A Any major item retained?
8. N/A Any minor item retained?
9. N/A Walked over property?
10. N/A Arranged for owner to pay taxes?
11. N/A Secured Right -of -Entry?
12. N/A Secured Driveway Right -of -Entry?
Distribution Made:
(X) Parcel Attorney
(X) Owner Other (Specify)
Weekly Summary
State Form 2601 (R2/3 -91)
LEFT FOLLOWING PAPERS WITH OWNERS:
15. N/A Written Offer?
16. N/A Land Acquisition Brochure?
17. N/A Retention Letter?
18. N/A Statement of Just Compensation?
19. N/A Tax memo (interim period)?
20. N/A Receipt of Conveyance Instrument?
21. N/A Copy of Conveyance Instrument?
22. N/A Owner's Appraisal Letter?
23. N/A Brochure, "Relocation You
REMARKS: Subsequent to the review of the offer packet, Ms. Lisa Meiners telephoned. She inquired if the taxes
were to be prorated. I explained that Ms. Schmith would be responsible for all of 2007's payable 2008 and prorated
throuqh the date of the closing. Ms. Meiners inquired if there would be a formal closing, which I explained would
take place at Chicago Title. She also inquired of the process should Ms. Schmith decide to retain some items. I
explain that I would determine a salvage value and that it would be deducted off the offered amount.
1/23/08 (12:45 pm) Ms. Meiners telephoned and inquired if the offer extended was under the threat of eminent
domain, which I explained is not. She stated that Ms. Schmith is currently in Florida and would be back this
weekend and would let me know the status. Without further correspondence the fully executed forms /documents
were received. Mr. Meiners telephoned and confirmed that the documents had been received. The closing was
later scheduled for Tuesday, March 18
Status of Parcel: (X)- Secured, Condemned, -Other (Explain)
(Si ature) Elizabeth A. Sullivan
Page 1 of 1
CITY OF CARMEL
BUYER'S REPORT (1)
PROJECT 07 -08; Keystone Parkway PARCEL 64 COUNTY Hamilton CODE
NAME ADDRESS OF OWNER Kathryn A. Schmith, Trustee of the Schmith Living Trust, Dated
July 13, 2006, and Kathryn A. Schmith, Life Estate Interest
870 Enclave Circle, Carmel, IN 46032 PHONE 317.581.9638
NAME ADDRESS OF PERSON CONTACTED Robert Meiners, Real Estate Representative
1119 Keystone Way, Carmel, IN 46032 PHONE 317.846.7751
(List other interested parties on reverse side including nature of their interest)
DATE ASSIGNED 1/14/08 DATE OF CONTACT 1/8/08 TIME OF CONTACT 2:30 pm
OFFER 222,500.00 TYPE OF CONTACT: PERSONAL VISIT, (X) TELEPHONE CALL, (X) MAIL
Write: YES, NO or N/A (for Not Applicable), as appropriate, in each numbered blank space:
1. YES Checked Abstract with owner? 13. N/A Sent Daily Notice to Relocation Section?
2. N/A Any affidavits taken? 14. NO Secured W -9 Form?
3. NO Any mortgage(s)?
4. N/A Any other liens, judgments, etc.?
5. N/A Showed plans? Explained take?
6. N/A Explained about retentions?
7. N/A Any major item retained?
8. N/A Any minor item retained?
9. N/A Walked over property?
10. N/A Arranged for owner to pay taxes?
11. N/A Secured Right -of -Entry?
12. N/A Secured Driveway Right -of -Entry?
Distribution Made:
(X) Parcel Attorney
(X) Owner Other (Specify)
Weekly Summary
State Form 2601 (R2/3 -91)
N/A
LEFT FOLLOWING PAPERS WITH OWNERS: MAILED
15. YES Written Offer?
16. YES Land Acquisition Brochure?
17. YES Retention Letter?
18. NO Statement of Just Compensation?
19. N/A Tax memo (interim period)?
20. NO Receipt of Conveyance Instrument?
21. YES Copy of Conveyance Instrument?
22. YES Owner's Appraisal Letter?
23. N/A Brochure, "Relocation You
REMARKS: Mr. Robert Meiners telephoned in response to a message I had left. I explained that the appraisal
phase had been completed and subsequent to the City's approval I will be able to extend an offer. Mr. Meiners
requested that the offer packet be mailed to him and provided his mailing address. I contacted Ms. Schmith and
she verified such.
Upon the City's approval, the offer and related information were mailed via "Certified mail, Return Receipt
Requested on January 18, 2008, with a date of delivery on January 23, 2008. Included within the packet were
the following forms /documents: an introductory letter, (2) Appraisal Reports, the Acquisition Offer letter, the
Warranty Deed with Exhibits "A" and "B the Sales Disclosure Form, the Accounts Payable Voucher, the Request
for Taxpayer Identification Number and Certification (Form W -9), the Retention of Ownership (Fixtures and Parts),
Status of Parcel: Secured, Condemned, -Other (Explain)
a
(Sige Elizabeth A. Sullivan
Page 1 of 2
State Form 20625 (R/5 -90)
BUYER'S REPORT (1)
PROJECT 07 -08; Keystone Parkway PARCEL 64 COUNTY Hamilton CODE N/A
REMARKS (Cont'd): the Lead -Based Paint Disclosure Form, the "Owner's Private Appraisal Letter The
introductory letter mailed in conjunction with the offer explained that the project is to improve N. Keystone Parkway
and E. 106 Street. More specifically, the entire subject property is being purchased as permanent right -of -way,
which contains 6,674 square feet. As explained in the form, "Owner's Private Appraisal Letter the owner may
submit an independent appraisal for review at their own expense. The forms /documents requiring signatures and
notarization were indicated. The owner or a representative was encouraged to call with any questions.
Signat e Date
Page 2 of 2
SdA, g 1 as
co)
DULY ENTERED FOR TAXATION G
Subject to final acceptance for transfer
AG day of 20
f t)P,.€4, Auditor of Hamilton County
Parcel \o- 30-oy- kS- a%-k8
qo b
THIS INDENTURE WITNESSETH THAT KATHRYN A. SCHMITH, TRUSTEE OF THE
SCHMITH LIVING TRUST, DATED JULY 13, 2006 AND KATHRYN A. SCHMITH, LIFE ESTATE
INTEREST a w. remct �hd& On �h i r i h
(individually and collectively the "Grantor convey and warrant to the City of Carmel, Indiana (the
"Grantee for the sum of Two Hundred Twenty -Two Thousand Five Hundred and NO /00 Dollars
222,500.00 and other valuable consideration, the receipt and sufficiency of which is hereby acknowledged,
the following described real estate in Hamilton County, State of Indiana:
See attached Exhibit A, which is attached hereto and incorporated herein
Subject to any and all easements, agreements, restrictions and other matters of record.
It is understood between the parties hereto, and their successors in title, and made a covenant herein
which shall run with the land, that all real estate herein described (excepting any parcels or portions thereof that
are specifically and expressly designated as easements or temporary rights of way) are conveyed in fee simple
and not merely for right of way purposes, and that no reversionary rights whatsoever are intended to remain in
the Grantor.
The undersigned person(s) executing this deed represent and certify that they are Trustees of The
Schmith Living Trust, Dated July 13, 2006 (Title of Trust); and that pursuant to the Trust Agreement, have
full authority to manage the affairs of said Trust and sign and execute documents on its behalf, that this
authority has not been revoked; and therefore, are fully authorized and empowered to convey to the City of
Carmel real estate of the Trust; and on the date of execution of said conveyance instruments, it had full
authority to so act.
IN E a1( S �WHEREOF, Grantor has caused this Warranty Deed to be executed this L
day of
l 2008.
GRANTOR: Kathryn A. Schmith, Trustee of the Schmith Living Trust, dated July 13, 2006, and Kathryn A.
Schmith, life estate interest
Kathryn A. Schmith
Title: Trustee
WARRANTY DEED
Project: 07 -08; Keystone Parkway
Parcel: 64
C IL 44
Kathryn A. Schmith
Title: Life estate interest
2008026444 WARR DEED $23.00
05/19/2008 03:38:46P 4 PGS
Jennifer J Hayden
HAMILTON County Recorder IN
Recorded as Presented
J
STATE OF ,,,`1 -AML
COUNTY OF I a v' D n SS:
Send tax bills to: One Civic Square, Carmel, IN 46032
NOTARY CER1IFICATION
Before me the undersigned, a Notary Public in and for said County and State, personally appeared
KATHRYN A. SCHMITH, TRUSTEE OF THE SCHMITH LIVING TRUST, DATED JULY 13, 2006, AND
KATHRYN A. SCHMITH, LIFE ESTATE INTEREST
who acknowledged the execution of the foregoing Warranty Deed for and on behalf of such Grantor, and who,
having been duly sworn, stated that the representations therein contained are true.
WITNESS my hand and Notarial Seal this 1 ir day of i 1 CA 2008.
M Commission Expires:
��N�����uq�b 1 /1
County of Residence: �o Q ?oia •.t.
=z 1 g� zS: Nota Signature
9 o
Z Q
Q
C
D
Notary Printed Name
This instrument was prepared by Douglas C. Haney, Carmel City Attorney, City Hall, One Civic Square,
Carmel, Indiana 46032
After recording, return deed to: Douglas C. Haney, Carmel City Attorney, City Hall, One Civic Square, Carmel,
Indiana 46032
I affirm, under the penalties for perjury, that I have taken reasonable care to redact each and every Social
Security number from this document, unless it is required by law. 8 (?ke' )A/
po, 6 e eS Ad od e 5 �t t C i'V t 3 j
v1 _J'` l"" e�� 14
831464
2
LEGAL 6/98 SB
No: 000408472
LEGAL DESCRIPTION
Lot Number Forty -eight (48) of Enclave of Carmel, as the same is numbered and delineated upon the recorded plat
thereof, of record in Plat Cabinet 1, page 192, Recorder's Office, Hamilton County, Indiana.
Exhibit B
Grantor herein certifies the Philip J. Schmith and Kathryn A. Schmith were husband and
wife continuously from the date they acquired title to the above described real estate until
the death of Philip J. Schmith on May 15, 2007 and that the total estate of Philip J.
Schmith including jointly owned real estate and proceeds of life insurance was not
subject to Federal Estate Tax..
A.
CHICAGO TITLE INSURANCE COMPANY
CLOSER: Gina Y. McKeon
DATE OF PRINTING: 03 /18/08
TIME OF PRINTING: 14:29 °i
SETTLEMENT STATEMENT
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
B. TYPE OF LOAN
1. FHA 2. FmHA 3. CONV. UNINS.
4. VA 5. CONV. INS.
6. File Number:
408472 EX1
000408472 -001 GYM CFS
7. Loan Number
8. Mortgage Insurance Case Number
C. 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.e.)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
D. NAME OF BORROWER: City of Carmel
ADDRESS: 5226 S. East Street Ste 7
Indianapolis Indiana 46227
E. NAME OF SELLER: Kathryn A. Schmith, life estae and Kathryn A. Schmith, trustee
ADDRESS: 870 Enclave Circle
Carmel Indiana 46032
F. NAME OF LENDER: CASH
ADDRESS:
G. PROPERTY LOCATION: 870 Enclave Circle
Carmel Indiana 46032
H. SETTLEMENT AGENT: CHICAGO TITLE INSURANCE COMPANY
ADDRESS: 6925 E. 96th St Suite 100
Indianapolis Indiana 46250
PLACE OF SETTLEMENT: 6925 E. 96th St Suite 100
ADDRESS: Indianapolis Indiana 46250
I. SETTLEMENT DATE:
March 18, 2008
DISBURSEMENT DATE:
March 18, 2008
J. SUMMARY OF BORROWER'S TRANSACTION
K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER:
400. GROSS AMOUNT DUE TO SELLER:
101. Contract sales price
2 2 2, 5 0 0. 0 0
401. Contract sales price
222 5 0 0. 00
102. Personal Property
402. Personal Property
Settlement charges a borrower s to bor o r line 14
103 r 00
1400)
590.00
4
104.
404.
105.
405.
Adjustments for items paid by seller in advance
Adjustments for items paid by seller in advance
106. City/town taxes to
406. City /town taxes to
107. County taxes to
407. County taxes to
108. Assessments to
408. Assessments to
109.
409.
110.
410.
111.
411.
112.
412.
120. GROSS AMT DUE FROM BORROWER
223 090.00
420. GROSS AMT DUE TO SELLER
222, 500.00
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER
500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money
501. Excess deposit (see instructions)
202. Principal amount of new loan (s)
502. Settlement charges to seller (line 1400)
6,675 00
203. Existing loan (s) taken subject to
503. Existing loan (s) taken subject to
504. Payoff of first mortgage loan
204.
205.
505. Payoff of second mortgage loan
206..
506.
207.
507.
208.
508.
209.
509.
Adjustments for items unpaid by seller
Adjustments for items unpaid by seller
210. City/town taxes to
510. City /town taxes to
211. County taxes 01/01/07 to 03/18/08
3, 502 .43
511. County taxes 01/01/07 to 03/18/08
3 502 .43
212. Assessments to
512. Assessments to
213.
513.
214.
514.
215.
515.
216.
516.
217.
517.
218.
518.
219.
519.
220. TOTAL PAID BY /FOR BORROWER
j 3,502.43
520. TOTAL REDUCTIONS AMT DUE SELLER
10 ,177.43
300. CASH AT SETTLEMENT FROM/TO BORROWER
soo. CASH AT SETTLEMENT TO /FROM SELLER
601. Gross amt due to seller (line 420)
2 22 500 00
301. Gross amt due from borrower (line 120
22'i 090 0 f1
302. Less amts paid by /for borrower (line 220)
3
602. Less reductions in amt due seller (line 520)
10,177.43)
303. CASH( 'A FROM) TO) BORROWER
219, 587.57
603. CASH(® TO) jj FROM) SELLER
212, 322.57
I have carefully reviewed the HUD -1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts
and disbursements ?•n account or •y me in this transaction, I further certify that I have received a copy of the HUD-1 Settlement Statement.
Borrower, I i Seller �GZ
,F1 ,2_d.(,!_ /.,/i
City of dartael ICat a Schm f Y e s te �s/
A
To the best of my knowiedge;\t UD -i
have been or will be disburse, by t
Kathryn A. Schmith, trustee
Settlem n Statement which I have prepared is a true and ac urate account of the funds which were received and
er n s rt the settlement of this transaction.
5 /41/a
Settlement Age bate
WARNING: 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 de tails see:
Title 18 U.S. Cycle Section 1001 and Section 1010.
GYM
OMB No. 2502 -0265
Page 1
HUD -1 (3/86) RESPA. HB 4305.2
ORD /ABS# 408472 EX1 L. SETTLEMENT CHARGES TIME OF PRINTING: 14:29
ESC 000408472 GYM CFS DATE OF PRINTING: 03 /1R /f1R
700. TOTAL SALES /BROKER'S COMMISSION based on price
222,500.00 3.000 3= 6,675.00
PAID FROM
BORROWER'S
FUNDS AT
SETTLEMENT
PAID FROM
SELLER'S
FUNDS AT
SETTLEMENT
Division of Commission (line 700) as follows:
701. LB: 3.000 6,675.00 t0 F.C. Tucker Company
702. SB: to
703. Commission paid at Settlement
(Money retained by broker applied to commission
6 6 7 5 00
704. Other sales agent charges:
705. Additional commission: to
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee
802. Loan Discount
803. Appraisal Fee to
804. Credit Report to
805. Lender's Inspection Fee to
806. Mortgage Insurance Application Fee to
807. Assumption Fee to
808.
809.
810.
811.
812.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest from to /day for 0 days
902. Mortgage Insurance Premium for o oo months to
903. Hazard Insurance Premium for o 0o years to
904.
905.
1o00. RESERVES DEPOSITED WITH LENDER
1001. Hazard insurance o .00 month per month
1002. Mortgage insurance 0.00 month per month
1003. City property taxes o.00 month per month
1004. County property taxes 0.00 month per month
1005. Annual assessments o. oo month per month
1006. 0.00 month per month
1007. 0.00 month per month
1008. Aggregate Accounting Adjustment
0.00
0.00
1100. TITLE CHARGES
1101. Settlement or Closing Fee to Chicago Title Insurance Company
200.00
1102. Abstract or title search to
1103. Title examination to
1104. Title insurance binder to
1105. Document preparation to
1106. Notary fees to
1107. Attorney's fee to
1108. Title insurance to Chicago Title Insurance Company
350.00
(includes m
includes above items numbers:)
11 e
09. Lender's coverage $o o
9 .o 350.00
W er's coverage
0 n
1110. o
z so .00
zz
1111. TIEFF to CTIC
5. 0 0
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording fees: Deed 20.00 Mortgage Release
20.00
1202. City /county tax /stamps: Deed Mortgage
1203. State tax /stamps: Deed Mortgage
1204. Sales Disc /Transfer Fee to Hamilton Cnty Auditor
15.00
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey to
1302. Pest inspection to
1303.
1304. 06/07 taxes are PAID IN FULL
1305.
1306.
1307.
1400. TOTAL SETTLEMENT CHARGES enter on lines 103, Section J and 502, Section K)
590.00
6, 675.00
I have carefully reviewed the HUD -1 Settle ent Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts
and disbursements e on my account r by me in this transaction, 1 further certify that I have received a copy of the HUD-1 Settlement Statement.
Borrower S eller CJr A c?/) C• !iar%
7y /9 CSC,
City of Ca el Ka yn A. Sc 'mith, li e estae
r K -thryn A. chmith, trustee
To the best of my knofvI figs the HUD -1 Se lement Statement which I have prepared is a true and accurate account of the funds which were
received and have b en •r wi is rs b, the undersigned as part of the settlement of this ansa bop.
J Al 37/161(
Settlemen Agent bate
WARNING: It Is a crime to knowi' gly make false statement 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 -ction 1001 and Section 1010.
F- 2857 -01 4/80
Page 2
OMB No. 2502 -0265
GYM
HUD -1 (3/861 RESPA, HB 4305.2