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Marlowe Ridge Mortgage

personas/caregiver/files/finance/mortgage-walt-statement.pdf
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                                                                                  PO Box 30977
                                                                            Louisville, KY 40232

Marlowe Ridge Mortgage                                                           (888) 555-0166
                                                                           marloweridge.example




Monthly Mortgage Statement
Statement date: September 2, 2026

Loan number: 3300-417-88021

Borrower: Walter E. Pruitt Jr.

Property: 5309 Tolliver Bend Road, Chattanooga, TN 37421

Payment due October 1, 2026
 Item                                                                               Amount

 Principal                                                                           $442.40

 Interest                                                                            $554.50

 Escrow (taxes and insurance)                                                        $366.33

 Total payment                                                                     $1,363.23

Your payment is drafted automatically on the 1st from the account ending 2208.

Loan information
 Item                                                                               Amount

 Original loan amount                                                            $212,000.00

 Interest rate, fixed                                                                3.875%

 Principal balance after your September 1 payment                                $171,717.32

 Escrow balance                                                                    $1,902.14

 Maturity date                                                           September 1, 2047


Year to date, 2026
 Item                                                                               Amount

 Principal paid                                                                    $3,918.02

 Interest paid                                                                     $5,054.08
 Item                                                                               Amount

 Escrow paid in                                                                   $3,296.97

 Property tax paid from escrow                                                        $0.00

 Homeowners insurance paid from escrow (August)                                   $1,684.00

This is not a payoff figure. For a payoff quote call the number above.

Messages
Your escrow account is reviewed each December. If your property tax or insurance premium
has changed, your payment will change with the February 1 payment and we will write to you
first. City and county property taxes for 2026 will be paid from escrow when they are billed
this fall.


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mortgage-walt.account_number 3300-417-88021
mortgage-walt.monthly_payment 1363.23
mortgage-walt.end_date 2047-09-01

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Planted

only_in_file The extra-furosemide rule, one sentence on page 5 of the ten-page January 2025 discharge packet (one extra 20 mg tablet for a gain of 3 lb in a day or 5 lb in a week, call cardiology the same day, not more than two days running); the POA clause that lets Walt sell her house only after a physician's written statement and 30 days' notice to Russ; the principal balance on the September 2026 mortgage statement ($171,717.32); the memory test score (19 of 30); next year's drug plan premium ($46.20); the long-term-care daily benefit ($150); the 401(k) balance ($318,406.12 on June 30, 2026); every number on the September labs, which exist only as a portal screenshot (eGFR 33, A1c 7.9); the wind and hail deductible on Walt's house ($3,180); the owner and the title number on the Buick's title, which is a scan with no text (WALTER E PRUITT, 14 177 406219, no lien); the FMLA entitlement (480 hours for 2026); the lease clause that makes renter's insurance a condition, with $15 a month charged until proof is given; what Gentle Ridge has billed this year ($17,284.00 through September); mortgage interest paid in 2025 ($6,912.51); Camille's immunization dates.

attachments.yaml
record: mortgage-walt
template: document
style: statement
org:
  name: Marlowe Ridge Mortgage
  lines:
  - PO Box 30977
  - Louisville, KY 40232
  phone: '8885550166'
  web: marloweridge.example
  color: '#5a3e2b'
title: Monthly Mortgage Statement
body: '**Statement date:** September 2, 2026


  **Loan number:** {{mortgage-walt.account_number}}


  **Borrower:** Walter E. Pruitt Jr.


  **Property:** 5309 Tolliver Bend Road, Chattanooga, TN 37421


  ## Payment due October 1, 2026


  | Item | Amount |

  |---|---|

  | Principal | $442.40 |

  | Interest | $554.50 |

  | Escrow (taxes and insurance) | $366.33 |

  | **Total payment** | **{{mortgage-walt.monthly_payment|money}}** |


  Your payment is drafted automatically on the 1st from the account ending 2208.


  ## Loan information


  | Item | Amount |

  |---|---|

  | Original loan amount | $212,000.00 |

  | Interest rate, fixed | 3.875% |

  | Principal balance after your September 1 payment | $171,717.32 |

  | Escrow balance | $1,902.14 |

  | Maturity date | {{mortgage-walt.end_date}} |


  ## Year to date, 2026


  | Item | Amount |

  |---|---|

  | Principal paid | $3,918.02 |

  | Interest paid | $5,054.08 |

  | Escrow paid in | $3,296.97 |

  | Property tax paid from escrow | $0.00 |

  | Homeowners insurance paid from escrow (August) | $1,684.00 |


  This is not a payoff figure. For a payoff quote call the number above.


  ## Messages


  Your escrow account is reviewed each December. If your property tax or insurance premium has changed,
  your payment will change with the February 1 payment and we will write to you first. City and county
  property taxes for 2026 will be paid from escrow when they are billed this fall.

  '