CLIENT QUESTIONNAIRE - Inventory and Appraisement. Community Estate of the Parties

Transcription

1 CLIENT NAME: [name] CLIENT QUESTIONNAIRE - Inventory and Appraisement. Community Estate of the Parties 1. Real Property (include any property purchased by contract for deed, such as Texas Veterans Land Board property, property purchased in recreational developments, and time-shares) 1.1. Street address: County of location: Description of improvements, if any: Legal description: Current fair market value (as of ): Name of mortgage company and account number, if any: Current balance of mortgage (as of ): Other liens against property: Names of other lienholders: Current net equity in property: 1.2. Street address: County of location: Description of improvements, if any: Legal description:

2 Current fair market value (as of ): Name of mortgage company and account number, if any: Current balance of mortgage (as of ): Other liens against property: Names of other lienholders: Current net equity in property: 1.3. Street address: County of location: Description of improvements, if any: Legal description: Current fair market value (as of ): Name of mortgage company and account number, if any: Current balance of mortgage (as of ): Other liens against property: Names of other lienholders: Current net equity in property:

3 2. Mineral Interests (include any property in which the parties own the mineral estate, separate and apart from the surface estate, such as oil and gas leases; also include royalty interests, working interests, and producing and nonproducing oil and gas wells) 2.1. Name of mineral interest/lease/well: Type of interest: County of location: Legal description: Name of producer/operator: Current value (as of ): 2.2. Name of mineral interest/lease/well: Type of interest: County of location: Legal description: Name of producer/operator: Current value (as of ): 2.3. Name of mineral interest/lease/well: Type of interest: County of location: Legal description: Name of producer/operator: Current value (as of ):

4 3. Cash and Accounts with Financial Institutions (include cash, traveler's checks, money orders, and accounts with commercial banks, savings banks, credit unions, and funds on deposit with attorneys and other third parties; exclude accounts with brokerage houses and all retirement accounts) 3.1. Cash on hand: 3.2. Traveler's checks: 3.3. Money orders: 3.4. Name of financial institution: Account name: Account number: Type of account: (checking/savings/money market/certificate of deposit) Name(s) on withdrawal cards: Current account balance (as of ): 3.5. Name of financial institution: Account name: Account number: Type of account: (checking/savings/money market/certificate of deposit) Name(s) on withdrawal cards: Current account balance (as of ): 3.6. Name of financial institution: Account name: Account number: Type of account: (checking/savings/money market/certificate of deposit)

5 Name(s) on withdrawal cards: Current account balance (as of ): 3.7. Name of financial institution: Account name: Account number: Type of account: (checking/savings/money market/certificate of deposit) Name(s) on withdrawal cards: Current account balance (as of : 4. Brokerage/Mutual Fund Accounts 4.1. Name of brokerage firm/mutual fund: Address of brokerage firm/mutual fund: Name account held in: Name of account (and subaccounts if any): Account number (and numbers of subaccounts if any): Margin loan balance (as of ): Value of community interest in each account (and subaccounts if any) (as of ): Tax basis of each security held:

6 4.2. Name of brokerage firm/mutual fund: Address of brokerage firm/mutual fund: Name account held in: Name of account (and subaccounts if any): Account number (and numbers of subaccounts if any): Margin loan balance (as of ): Value of community interest in each account (and subaccounts if any) (as of ): Tax basis of each security held: 4.3. Name of brokerage firm/mutual fund: Address of brokerage firm/mutual fund: Name account held in: Name of account (and subaccounts if any): Account number (and numbers of subaccounts if any):

7 Margin loan balance (as of ): Value of community interest in each account (and subaccounts if any) (as of ): Tax basis of each security held: 5. Publicly Traded Stocks, Bonds, and Other Securities (include securities not in a brokerage account, mutual fund, or retirement fund) 5.1. Name of security: Number of shares: Type of security: [common stock/preferred stock/bond/other security]: Certificate numbers: In possession of: Name of exchange on which listed: Pledged as collateral? [Yes/No] Date acquired: Tax basis: Current market value (as of ): Value of community interest(as of ): 5.2. Name of security: Number of shares: Type of security: [common stock/preferred stock/bond/other security]:

8 Certificate numbers: In possession of: Name of exchange on which listed: Pledged as collateral? [Yes/No] Date acquired: Tax basis: Current market value (as of ): Value of community interest(as of ): 6. Stock Options (include all exercisable, nonexercisable, vested and nonvested stock options regardless of any restrictions on transfer) 6.1. Name of company: Date of option/grant: Vesting schedule: Number of options: Are the options exercisable? [Yes/No] Are the options registered? [Yes/No] Current stock price: Strike price: If purchased, total purchase price of option contract (including commissions): Current net market value (as of ): Value of community interest (as of ):

9 6.2. Name of company: 7. Bonuses Date of option/grant: Vesting schedule: Number of options: Are the options exercisable? [Yes/No] Are the options registered? [Yes/No] Current stock price: Strike price: If purchased, total purchase price of option contract (including commissions): Current net market value (as of ): Value of community interest (as of ): 7.1. Name of company: Date bonus expected to be paid: Time period covered by bonus: Anticipated amount of bonus: 7.2. Name of company: Date bonus expected to be paid: Time period covered by bonus: Anticipated amount of bonus: 8. Closely Held Business Interests (include sole proprietorships, professional practices, corporations, partnerships, limited liability companies and partnerships, joint ventures, and other nonpublicly traded business entities)

10 8.1. Name of business: Address: Type of business organization: Percentage of ownership: 9. Retirement Benefits Number of shares owned (if applicable): Value (as of ): Balance of accounts receivable if on cash basis accounting: Balance of liabilities if on cash basis accounting: < > 9.A. Defined Contribution Plans (a plan that provides for an individual account for a participant and for benefits based solely on the amount contributed to the participant's account; IRC 401(k), 403(b)) 9.A.1. Exact name of plan: Name and address of plan administrator: Employee: Employer: Starting date of creditable service: Account name: Account number: Account balance as of date of marriage: Payee of survivor benefits: Designated beneficiary:

11 Current account balance (as of ): Balance of loan against plan: Value of community interest in plan (as of ): 9.A.2. Exact name of plan: Name and address of plan administrator: Employee: Employer: Starting date of creditable service: Account name: Account number: Account balance as of date of marriage: Payee of survivor benefits: Designated beneficiary: Current account balance (as of ): Balance of loan against plan: Value of community interest in plan (as of ): 9.B. Defined Benefit Plan (any plan that is not a defined contribution plan and that usually involves payment of benefits according to a formula) 9.B.1. Exact name of plan: Name and address of plan administrator: Employee: Employer:

12 Starting date of creditable service: Designated beneficiary: Payee of survivor benefits: Description of benefits: Value of community interest in plan (as of ): 9.B.2. Exact name of plan: Name and address of plan administrator: Employee: Employer: Starting date of creditable service: Designated beneficiary: Payee of survivor benefits: Description of benefits: Value of community interest in plan (as of ): 9.C. IRA/SEP 9.C.1. Name of financial institution: Account name: Account number: Payee of survivor benefits: Designated beneficiary: Current account balance (as of ):

13 Value of community interest (as of ): 9.C.2. Name of financial institution: Account name: Account number: Payee of survivor benefits: Designated beneficiary: Current account balance (as of ): Value of community interest (as of ): 9.D. Military Benefits 9.D.1. Branch of service: Name of service member: Rank/pay grade of service member: Starting date of creditable service: Status of service member: [active/reserve/retired] Payee of survivor benefits: Description of benefits: Monthly benefit payable: Value of community interest in plan (as of ): Percentage of plan that is community: % 9.D.2. Branch of service:

14 Name of service member: Rank/pay grade of service member: Starting date of creditable service: Status of service member: [active/reserve/retired] Payee of survivor benefits: Description of benefits: Monthly benefit payable: Value of community interest in plan (as of ): Percentage of plan that is community: % 9.E. Nonqualified Plans (Not under ERISA) 9.E.1. Name of financial institution: Account name: Account number: Account balance as of date of marriage: Payee of survivor benefits: Designated beneficiary: Value of community interest in plan (as of ): 9.E.2. Name of financial institution: Account name: Account number: Account balance as of date of marriage: Payee of survivor benefits:

15 Designated beneficiary: Value of community interest in plan (as of ): 9.F. Government Benefits (civil service, teacher, railroad, state and local) 9.F.1. Name of plan: Account name: Account number: Account balance as of date of marriage: Payee of survivor benefits: Designated beneficiary: Value of community interest in plan (as of ): 9.F.2. Name of plan: Account name: Account number: Account balance as of date of marriage: Payee of survivor benefits: Designated beneficiary: Value of community interest in plan (as of ): 10. Other Deferred Compensation Benefits (e.g., worker's compensation, disability benefits, other "special payments", and other forms of compensation) Husband Description of Asset Value

16 10.2. Wife Description of Asset Value 11. Union Benefits (include all insurance, pensions, retirement benefits, and other benefits arising out of membership in any union) Name of union member: Name of Union: Description of benefits: Value (as of ): Name of union member: Name of Union: 12. Insurance and Annuities 12.A. Life Insurance Description of benefits: Value (as of ): 12.A.1. Name of insurance company: Policy number: Name of insured: Name of owner: Type of insurance: [term/whole/universal] Amount of premiums [monthly/quarterly/semiannually]: Date of issue: Face amount:

17 12.B. Annuities Cash surrender value on date of marriage: Current cash surrender value: Designated beneficiary: Balance of loan against policy: Value of community interest (as of ): 12.A.2. Name of insurance company: Policy number: Name of insured: Name of owner: Type of insurance: [term/whole/universal] Amount of premiums [monthly/quarterly/semiannually]: Date of issue: Face amount: 12.B.1. Name of company: Cash surrender value on date of marriage: Current cash surrender value: Designated beneficiary: Balance of loan against policy: Value of community interest (as of ): Policy number: Name of annuitant:

18 Name of owner: Type of annuity: Amount of premiums [monthly/quarterly/semiannually]: Date of issue: Face amount: 12.B.2. Name of company: Designated beneficiary: Value on date of marriage: Current value (as of ): Balance of loan against policy: Value of community interest (as of ): Policy number: Name of annuitant: Name of owner: Type of annuity: Amount of premiums [monthly/quarterly/semiannually]: Date of issue: Face amount: Designated beneficiary: Value on date of marriage: Current value (as of ):

19 12.C. Health Savings Accounts Balance of loan against policy: Value of community interest (as of ): 12.C.1. Institution holding account: Account number: Name of high-deductible health plan with which the HSA is coupled: Value of assets in account (as of ): 12.C.2. Institution holding account: 12.D. Medical Savings Accounts Account number: Name of high-deductible health plan with which the HSA is coupled: Value of assets in account (as of ): 12.D.1. Institution holding account: Account number: Name of high-deductible health plan with which the MSA is coupled: Value of assets in account (as of ): 12.D.2. Institution holding account: Account number: Name of high-deductible health plan with which the MSA is coupled:

20 Value of assets in account (as of ): 13. Motor Vehicles, Boats, Airplanes, Cycles, etc. (including mobile homes, trailers, and recreational vehicles; exclude company-owned vehicles) Year: Year: Make: Model: Name on certificate of title: In possession of: Vehicle identification number: Fair market value of vehicle: Name of creditor if loan against vehicle: Current balance (as of ): Current net equity in vehicle: Make: Model: Name on certificate of title: In possession of: Vehicle identification number: Fair market value of vehicle: Name of creditor if loan against vehicle: Current balance (as of ):

21 Current net equity in vehicle: Year: Make: Model: Name on certificate of title: In possession of: Vehicle identification number: Fair market value of vehicle: Name of creditor if loan against vehicle: Current balance (as of ): Current net equity in vehicle: Year: Make: Model: Name on certificate of title: In possession of: Vehicle identification number: Fair market value of vehicle: Name of creditor if loan against vehicle: Current balance (as of ): Current net equity in vehicle:

22 14. Money Owed to Me or My Spouse (include any expected federal or state income tax refund but do not include receivables connected with a business) Name of debtor: Name of debtor: Debtor's relationship to you: Is debt evidenced in writing? [Yes/No] Is debt secured? [Yes/No] Current loan amount owed (as of ): Debtor's relationship to you: Is debt evidenced in writing? [Yes/No] Is debt secured? [Yes/No] Current loan amount owed (as of ): 15. Household Furniture, Furnishings, and Fixtures In possession of husband (attach separate sheet by room if necessary): Description of Asset Value In possession of wife (attach separate sheet by room if necessary): Description of Asset Value 16. Electronics and Computers In possession of husband (attach separate sheet if necessary):

23 Description of Asset Value In possession of wife (attach separate sheet if necessary): Description of Asset Value 17. Antiques, Artwork, and Collections (include any works of art, such as paintings, tapestry, rugs, and coin or stamp collections) In possession of husband (attach separate sheet if necessary): Description of Asset Value In possession of wife (attach separate sheet if necessary): Description of Asset Value 18. Miscellaneous Sporting Goods and Firearms In possession of husband (attach separate sheet if necessary): Description of Asset Value In possession of wife (attach separate sheet if necessary): Description of Asset Value

24 19. Jewelry and Other Personal Items In possession of husband (attach separate sheet if necessary): Description of Asset Value In possession of wife (attach separate sheet if necessary): Description of Asset Value 20. Livestock (include cattle, horses, and so forth) In possession of husband (attach separate sheet if necessary): Description of Asset Value In possession of wife (attach separate sheet if necessary): Description of Asset Value 21. Club Memberships Name of club: Name membership held in: Account number: Current value (as of ):

25 21.2. Name of club: Method of valuation: Name membership held in: Account number: Current value (as of ): Method of valuation: 22. Travel Award Benefits (include frequent-flyer mileage accounts) Name of airline: Account number and name on account:, Current number of miles (as of ): Name of airline: Current value (if any): Account number and name on account:, Current number of miles (as of ): Value (if any): 23. Miscellaneous Assets (include intellectual property, licenses, crops, farm equipment, construction equipment, tools, leases, cemetery lots, gold or silver coins not part of a collection described elsewhere in this inventory, estimated tax payments, tax overpayments, loss carry-forward deductions, lottery tickets/winnings, stadium bonds, stadium seat licenses, seat options, and season tickets) In possession of husband (attach separate sheet if necessary): Description of Asset Value

26 23.2. In possession of wife (attach separate sheet if necessary): Description of Asset Value 24. Safe-Deposit Boxes Name of financial institution or other depository: Box number: Names of persons with access to contents: Items in safe-deposit box: Name of financial institution or other depository: Box number: Names of persons with access to contents: Items in safe-deposit box: Name of financial institution or other depository: Box number: Names of persons with access to contents: Items in safe-deposit box:

27 25. Storage Facilities Name and location: Unit number: Terms and length of lease: Names of persons with access to contents: Items in storage unit: Name and location: Unit number: Terms and length of lease: Names of persons with access to contents: Items in storage unit: Name and location: Unit number: Terms and length of lease: Names of persons with access to contents: Items in storage unit: *[26. Community Claim for Reimbursement Other than for Economic Contribution

28 26.1. Reimbursement claim against husband's separate estate: Reimbursement claim against wife's separate estate: 27. Claims for Economic Contribution of Community Estate 27.1 Claim for economic contribution due to reduction by the community estate of the principal amount of a debt secured by a lien on property owned before marriage by husband, to the extent the debt existed at the time of marriage: Claim for economic contribution due to reduction by the community estate of the principal amount of a debt secured by a lien on property owned before marriage by wife, to the extent the debt existed at the time of marriage: Claim for economic contribution due to reduction by the community estate of the principal amount of a debt secured by a lien on property received by husband by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received:

29 27.4. Claim for economic contribution due to reduction by the community estate of the principal amount of a debt secured by a lien on property received by wife by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: Claim for economic contribution due to reduction by the community estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for capital improvements to property belonging to husband's separate estate: Claim for economic contribution due to reduction by the community estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for capital improvements to property belonging to wife's separate estate: Claim for economic contribution due to reduction by the community estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by husband for which the creditor agreed to look for repayment solely to the separate marital estate of husband, and incurred for the acquisition of, or for capital improvements to, the property: Claim for economic contribution due to reduction by the community estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by wife for which the creditor agreed to look for repayment solely to the separate marital estate of wife, and incurred for the acquisition of, or for capital

30 improvements to, the property: Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: Claim for economic contribution due to expenditures for capital improvements to property belonging to husband's separate estate other than by incurring debt: Claim for economic contribution due to expenditures for capital improvements to property belonging to wife's separate estate other than by incurring debt: ]**[28. Claims for Reimbursement of Community Estate

31 26.1 Claim for reimbursement due to payment by the community estate of the unsecured liabilities of the husband: Claim for reimbursement due to payment by the community estate of the unsecured liabilities of the wife: Claim for reimbursement due to inadequate compensation for the time, toil, talent and effort of the husband by a business entity under the control and direction of the husband: Claim for reimbursement due to inadequate compensation for the time, toil, talent and effort of the wife by a business entity under the control and direction of the wife: 26.5 Claim for reimbursement due to reduction by the community estate of the principal amount of a debt secured by a lien on property owned before marriage by husband, to the extent the debt existed at the time of marriage: Claim for reimbursement due to reduction by the community estate of the principal amount of a debt secured by a lien on property owned before marriage by wife, to the extent the debt existed at the time of marriage:

32 26.7. Claim for reimbursement due to reduction by the community estate of the principal amount of a debt secured by a lien on property received by husband by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: Claim for reimbursement due to reduction by the community estate of the principal amount of a debt secured by a lien on property received by wife by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: Claim for reimbursement due to reduction by the community estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for capital improvements to property belonging to husband's separate estate: Claim for reimbursement due to reduction by the community estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for capital improvements to property belonging to wife's separate estate:

33 Claim for reimbursement due to reduction by the community estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by husband for which the creditor agreed to look for repayment solely to the separate marital estate of husband, and incurred for the acquisition of, or for capital improvements to, the property: Claim for reimbursement due to reduction by the community estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by wife for which the creditor agreed to look for repayment solely to the separate marital estate of wife, and incurred for the acquisition of, or for capital improvements to, the property: Claim for reimbursement due to husband's refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: Claim for reimbursement due to wife's refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: Claim for reimbursement due to the reduction of the community property estate by the unsecured debt incurred by the husband's separate estate:

34 Claim for reimbursement due to the reduction of the community property estate by the unsecured debt incurred by the wife's separate estate: Claim for reimbursement due to expenditures for capital improvements to property belonging to husband's separate estate other than by incurring debt: Claim for reimbursement due to expenditures for capital improvements to property belonging to wife's separate estate other than by incurring debt: ]*29. Contingent Assets (e.g., lawsuits by either party against third party) [subnumber].1. Nature of claim: Amount of claim: [subnumber].2. Nature of claim: 30. Community Liabilities Amount of claim: [subnumber].a. Credit Cards and Charge Accounts [subnumber].[subnumber].1. Name of creditor:

35 Account number: Name(s) on account: Current balance (as of ): < > Balance as of [date of separation]: < > [subnumber].[subnumber].2. Name of creditor: Account number: Name(s) on account: Current balance (as of ): < > Balance as of [date of separation]: < > [subnumber].[subnumber].3. Name of creditor: Account number: Name(s) on account: Current balance (as of ): < > Balance as of [date of separation]: < > [subnumber].[subnumber].4. Name of creditor: Account number: Name(s) on account: Current balance (as of ): < > Balance as of [date of separation]:

36 < > [subnumber].[subnumber].5. Name of creditor: Account number: Name(s) on account: Current balance (as of ): < > Balance as of [date of separation]: < > [subnumber].b. Federal, State, and Local Tax Liability [subnumber].[subnumber].1. Amount owed in any previous tax year: < > [describe liability, e.g., federal income tax/property taxes] Amount owed for current year : < > [subnumber].[subnumber].2. Amount owed in any previous tax year: < > [describe liability, e.g., federal income tax/property taxes] Amount owed for current year : < > [subnumber].c. Attorney's Fees in This Case [subnumber].[subnumber].1. Husband (as of ): < > [subnumber].[subnumber].2. Wife (as of ): < > [subnumber].d. Other Professional Fees in This Case [subnumber].[subnumber].1. Husband (as of ): < > [subnumber].[subnumber].2. Wife (as of ): < >

37 [subnumber].e. Other Liabilities Not Otherwise Listed in This Inventory (e.g., loans, margin accounts, if not previously disclosed) [subnumber].[subnumber].1. Name of creditor: Account number: Party incurring liability: Is loan evidenced in writing? [Yes/No] Current balance (as of ): < > Security, if any: [subnumber].[subnumber].2. Name of creditor: Account number: Party incurring liability: Is loan evidenced in writing? [Yes/No] Current balance (as of ): < > Security, if any: [subnumber].[subnumber].3. Name of creditor: Account number: Party incurring liability: Is loan evidenced in writing? [Yes/No] Current balance (as of ): < > Security, if any: *[[subnumber].f. Reimbursement Claims against Community Estate Other than for Economic Contribution

38 [subnumber].[subnumber].1. Reimbursement claim by husband's separate estate: [subnumber].[subnumber].2. Reimbursement claim by wife's separate estate: [subnumber].g. Economic Contribution Claims against Community Estate [subnumber].[subnumber].1. Claim for economic contribution due to reduction by husband's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for the acquisition of, or capital improvements to, property belonging to the community estate: [subnumber].[subnumber].2. Claim for economic contribution due to reduction by wife's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for the acquisition of, or capital improvements to, property belonging to the community estate:

39 [subnumber].[subnumber].3. Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the section: [subnumber].[subnumber].4. Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the section: [subnumber].[subnumber].5. Claim for economic contribution by husband's separate estate due to expenditures for capital improvements to property belonging to the community estate other than by incurring debt: [subnumber].[subnumber].6. Claim for economic contribution by wife's separate estate due to expenditures for capital improvements to property belonging to the community estate other than by incurring debt: ]**[[subnumber].h. Reimbursement Claims against Community Estate

40 [subnumber].[subnumber].1. Claim for reimbursement due to payment by husband's separate estate of the unsecured debt of the community estate: [subnumber].[subnumber].2. Claim for reimbursement due to payment by wife's separate estate of the unsecured debt of the community estate: [subnumber].[subnumber].3. Claim for reimbursement due to inadequate compensation for the time, toil, talent and effort of the husband by a business entity, under the control and direction of the husband: [subnumber].[subnumber].4. Claim for reimbursement due to inadequate compensation for the time, toil, talent and effort of the wife by a business entity, under the control and direction of the wife: [subnumber].[subnumber].5. Claim for reimbursement due to reduction by husband's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the

41 marriage, secured by a lien on property, and incurred for the acquisition of, or capital improvements to, property belonging to the community estate: [subnumber].[subnumber].6. Claim for reimbursement due to reduction by wife's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for the acquisition of, or capital improvements to, property belonging to the community estate: [subnumber].[subnumber].7. Claim for reimbursement due to husband's financing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the section: [subnumber].[subnumber].8. Claim for reimbursement due to wife's financing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the section:

42 [subnumber].[subnumber].9. Claim for reimbursement by husband's separate estate due to expenditures for capital improvements to property belonging to the community estate other than by incurring debt: [subnumber].[subnumber].10. Claim for reimbursement by wife's separate estate due to expenditures for capital improvements to property belonging to the community estate other than by incurring debt: ]*[subnumber].i. Pledges (include charitable, church and school related) [subnumber].[subnumber].1. Name and address of recipient: Date of pledge: Total amount of pledge:< > Is pledge payable in installments? [Yes/No] Date each installment payment is due: Amount of each installment: [subnumber].j. Contingent Liabilities (e.g., lawsuit against either party, guaranty either party may have signed) [subnumber].[subnumber].1. Name of creditor: Name of person primarily liable: Amount of contingent liability: < >

43 Nature of contingency: [subnumber].[subnumber].2. Name of creditor: Name of person primarily liable: Amount of contingent liability: < > Nature of contingency: Separate Estates of the Parties 31. Separate Assets of Husband (generally defined as assets owned before marriage or assets acquired during marriage by gift or inheritance or as a result of personal injury) [subnumber].1. Description of asset: Date property acquired: How acquired (e.g., by gift, by devise, by descent, or owned before marriage): Value (as of ): *[30.2. Husband's separate reimbursement claim against community estate other than for economic contribution: Husband's separate reimbursement claim against wife's separate estate other than for economic contribution: Value (as of ): Claim for economic contribution due to reduction by husband's separate estate of the principal amount of a debt secured by a lien on property owned before marriage by wife, to the extent the debt existed at the time of marriage:

44 30.5. Claim for economic contribution due to reduction by husband's separate estate of the principal amount of a debt secured by a lien on property received by wife by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: Claim for economic contribution due to reduction by husband's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for the acquisition of, or capital improvements to, property belonging to the community estate: Claim for economic contribution due to reduction by husband's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for capital improvements to property belonging to wife's separate estate: Claim for economic contribution due to reduction by husband's separate estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by wife for which the creditor agreed to look for repayment solely to the separate marital estate of wife, and incurred for the acquisition of, or for capital improvements to, the property:

45 30.9. Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduces the principal amount in a manner described in the appropriate section: Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduces the principal amount in a manner described in the appropriate section: Claim for economic contribution by husband's separate estate due to expenditures for capital improvements to property belonging to wife's separate estate other than by incurring debt: Claim for economic contribution by husband's separate estate due to expenditures for capital improvements to property belonging to the community estate other than by incurring debt: ]**[[subnumber].2. Claim for reimbursement due to payment of unsecured debt by husband's separate estate of debts belonging to the community estate:

46 [subnumber].3. Claim for reimbursement due to inadequate compensation for the time, toil, talent and effort of the husband by a business entity under the control and direction of the husband: [subnumber].4. Claim for reimbursement due to reduction by husband's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for the acquisition of, or capital improvements to, property belonging to the community estate: [subnumber].5. Claim for reimbursement due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduces the principal amount in a manner described in the appropriate section: [subnumber].6. Claim for reimbursement by husband's separate estate due to expenditures for capital improvements to property belonging to the community estate other than by incurring debt: ]*32. Liabilities of Husband's Separate Estate [subnumber].1. Description of liability:

47 Date of liability: How liability acquired: Amount of liability (as of ): < > *[31.2. Wife's separate reimbursement claim against husband's separate estate other than for economic contribution: Value (as of ): Community estate's reimbursement claim against husband's separate estate other than for economic contribution: Value (as of ): Claim for economic contribution due to reduction by the community estate of the principal amount of a debt secured by a lien on property owned before marriage by husband, to the extent the debt existed at the time of marriage: < > Claim for economic contribution due to reduction by wife's separate estate of the principal amount of a debt secured by a lien on property owned before marriage by husband, to the extent the debt existed at the time of marriage: Claim for economic contribution due to reduction by the community estate of the principal amount of a debt secured by a lien on property received by husband by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received:

48 31.7. Claim for economic contribution due to reduction by wife's separate estate of the principal amount of a debt secured by a lien on property received by husband by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: Claim for economic contribution due to reduction by the community estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for capital improvements to property belonging to husband's separate estate: Claim for economic contribution due to reduction by wife's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for capital improvements to property belonging to husband's separate estate: Claim for economic contribution due to reduction by the community estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by husband for which the creditor agreed to look for repayment solely to the separate marital estate of husband, and incurred for the acquisition of, or for capital improvements to, the property:

49 Claim for economic contribution due to reduction by wife's separate estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by husband for which the creditor agreed to look for repayment solely to the separate marital estate of husband, and incurred for the acquisition of, or for capital improvements to, the property: Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: Claim for economic contribution by the community estate due to expenditures for capital improvements to property belonging to husband's separate estate other than by incurring debt: Claim for economic contribution by wife's separate estate due to expenditures for capital improvements to property belonging to husband's separate estate other than incurring debt:

50 ]**[[subnumber].2. Claim for reimbursement by wife's separate estate due to payment of husband's unsecured debt by wife's separate estate: < > [subnumber].3. Claim for reimbursement by wife's separate estate due to inadequate compensation for the time, toil, talent and effort by the husband by a business entity under the control and direction of husband: [subnumber].4. Claim for reimbursement due to reduction by wife's separate estate of the principal amount of a debt secured by a lien on property owned before marriage by husband, to the extent the debt existed at the time of marriage: < > [subnumber].5. Claim for reimbursement due to reduction by wife's separate estate of the principal amount of a debt secured by a lien on property received by husband by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: [subnumber].6. Claim for reimbursement due to reduction by wife's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and

51 incurred for capital improvements to property belonging to husband's separate estate: [subnumber].7. Claim for reimbursement due to reduction by wife's separate estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by husband for which the creditor agreed to look for repayment solely to the separate marital estate of husband, and incurred for the acquisition of, or for capital improvements to, the property: [subnumber].8. Claim for reimbursement due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: [subnumber].9. Claim for reimbursement by wife's separate estate due to expenditures for capital improvements to property belonging to husband's separate estate other than by incurring debt: < > [subnumber].10. Claim for reimbursement due to payment of husband's unsecured debt by the community estate:

52 < > [subnumber].11. Claim for reimbursement by the community estate due to inadequate compensation for the time, toil, talent and effort by the husband by a business entity under the control and direction of husband: [subnumber].12. Claim for reimbursement due to reduction by the community estate of the principal amount of a debt secured by a lien on property owned before marriage by husband, to the extent the debt existed at the time of marriage: < > [subnumber].13. Claim for reimbursement due to reduction by the community estate of the principal amount of a debt secured by a lien on property received by husband by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: [subnumber].14. Claim for reimbursement due to reduction by the community estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for capital improvements to property belonging to husband's separate estate: [subnumber].15. Claim for reimbursement due to reduction by the community estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by husband for which

53 the creditor agreed to look for repayment solely to the separate marital estate of husband, and incurred for the acquisition of, or for capital improvements to, the property: [subnumber].16. Claim for reimbursement by the community estate due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: [subnumber].17. Claim for reimbursement due to the reduction of the community property estate by the unsecured debt incurred by the husband's separate estate: [subnumber].18. Claim for reimbursement by the community estate due to expenditures for capital improvements to property belonging to husband's separate estate other than by incurring debt: ]*33. Separate Assets of Wife (generally defined as assets owned before marriage or assets acquired during marriage by gift or inheritance or as a result of personal injury) [subnumber].1. Description of asset: Date property acquired: How acquired (e.g., by gift, by devise, by descent, or owned before marriage):

54 Value (as of ): *[32.2. Wife's separate reimbursement claim against community estate other than for economic contribution: Value (as of ): Wife's separate reimbursement claim against husband's separate estate other than for economic contribution: Value (as of ): Claim for economic contribution due to reduction by wife's separate estate of the principal amount of a debt secured by a lien on property owned before marriage by husband, to the extent the debt existed at the time of marriage: Claim for economic contribution due to reduction by wife's separate estate of the principal amount of a debt secured by a lien on property received by husband by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: Claim for economic contribution due to reduction by wife's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for the acquisition of, or capital improvements to, property belonging to the community estate:

55 32.7. Claim for economic contribution due to reduction by wife's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for capital improvements to property belonging to husband's separate estate: Claim for economic contribution due to reduction by wife's separate estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by husband, for which the creditor agreed to look for repayment solely to the separate marital estate of husband, and incurred for the acquisition of, or for capital improvements to, the property: Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: Claim for economic contribution by wife's separate estate due to expenditures for capital improvements to property belonging to husband's separate estate other than by

56 incurring debt: Claim for economic contribution by wife's separate estate due to expenditures for capital improvements to property belonging to the community estate other than by incurring debt: ]**[[subnumber].2. Claim for reimbursement due to payment of unsecured debt by wife's separate estate for debt belonging to the community estate: [subnumber].3. Claim for reimbursement due to inadequate compensation for the time, toil, talent and effort of wife by a business entity under the control and direction of wife: [subnumber].4. Claim for reimbursement due to reduction by wife's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for the acquisition of, or capital improvements to, property belonging to the community estate: [subnumber].5. Claim for reimbursement due to refinancing of the principal amount

57 of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: [subnumber].6. Claim for reimbursement by wife's separate estate due to expenditures for capital improvements to property belonging to the community estate other than by incurring debt: [subnumber].7. Claim for reimbursement due to payment of unsecured debt of husband by wife's separate estate: [subnumber].8. Claim for reimbursement by wife's separate estate due to inadequate compensation for the time, toil, talent and effort of wife by a business entity under the control and direction of wife: [subnumber].9. Claim for reimbursement due to reduction by wife's separate estate of the principal amount of a debt secured by a lien on property owned before marriage by husband, to the extent the debt existed at the time of marriage:

58 [subnumber].10. Claim for reimbursement due to reduction by wife's separate estate of the principal amount of a debt secured by a lien on property received by husband by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: [subnumber].11. Claim for reimbursement due to reduction by wife's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for capital improvements to property belonging to husband's separate estate: [subnumber].12. Claim for reimbursement due to reduction by wife's separate estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by husband, for which the creditor agreed to look for repayment solely to the separate marital estate of husband, and incurred for the acquisition of, or for capital improvements to, the property: [subnumber].13. Claim for reimbursement due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: [subnumber].14. Claim for reimbursement by wife's separate estate due to expenditures for capital improvements to property belonging to husband's separate

59 estate other than by incurring debt: ]*34. Liabilities of Wife's Separate Estate [subnumber].1. Description of liability: Date of liability: How liability acquired: Amount of liability (as of ): < > *[33.2. Husband's separate property reimbursement claim against wife's separate estate other than for economic contribution: Community estate's reimbursement claim against wife's separate estate other than for economic contribution: Claim for economic contribution due to reduction by the community estate of the principal amount of a debt secured by a lien on property owned before marriage by wife, to the extent the debt existed at the time of marriage: Claim for economic contribution due to reduction by husband's separate estate of the principal amount of a debt secured by a lien on property owned before marriage by

60 wife, to the extent the debt existed at the time of marriage: Claim for economic contribution due to reduction by the community estate of the principal amount of a debt secured by a lien on property received by wife by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: Claim for economic contribution due to reduction by husband's separate estate of the principal amount of a debt secured by a lien on property received by wife by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: Claim for economic contribution due to reduction by the community estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for the acquisition of, or for capital improvements to wife's the property: Claim for economic contribution due to reduction by the community estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for the acquisition of, or for capital improvements to wife's the property::

61 Claim for economic contribution due to reduction by the community estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by wife for which the creditor agreed to look for repayment solely to the separate marital estate of wife, and incurred for the acquisition of, or for capital improvements to, the property: Claim for economic contribution due to reduction by husband's separate estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by wife for which the creditor agreed to look for repayment solely to the separate marital estate of wife, and incurred for the acquisition of, or for capital improvements to, the property: Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: Claim for economic contribution due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: Claim for economic contribution by the community estate due to expenditures for

62 capital improvements to property belonging to wife's separate estate other than by incurring debt: Claim for economic contribution by husband's separate estate due to expenditures for capital improvements to property belonging to wife's separate estate other than by incurring debt: ]**[[subnumber].2. Claim for reimbursement due to payment of the wife's unsecured debt by the community estate: [subnumber].3. Claim for reimbursement due to inadequate compensation for the time, toil, talent and effort of wife by a business entity under the control and direction of wife: [subnumber].4. Claim for reimbursement due to reduction by the community estate of the principal amount of a debt secured by a lien on property owned before marriage by wife, to the extent the debt existed at the time of marriage: [subnumber].5. Claim for reimbursement due to reduction by the community estate of

63 the principal amount of a debt secured by a lien on property received by wife by gift, devise, or descent during the marriage, to the extent the debt existed at the time the property was received: [subnumber].6. Claim for reimbursement due to reduction by the community estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for capital improvements to property belonging to wife's separate estate: [subnumber].7. Claim for reimbursement due to reduction by the community estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by wife for which the creditor agreed to look for repayment solely to the separate marital estate of wife, and incurred for the acquisition of, or for capital improvements to, the property: [subnumber].8. Claim for reimbursement due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: [subnumber].9. Claim for reimbursement due to the reduction of the community property estate by the unsecured debt incurred by the wife's separate estate:

64 [subnumber].10. Claim for reimbursement by the community estate due to expenditures for capital improvements to property belonging to wife's separate estate other than by incurring debt: [subnumber].11. Claim for reimbursement due to payment of wife's unsecured debt by husband's separate estate: [subnumber].12. Claim for reimbursement due to inadequate compensation of the time, toil, talent and effort of wife by a business entity under the control and direction of wife: [subnumber].13. Claim for reimbursement due to reduction by husband's separate estate of the principal amount of a debt secured by a lien on property owned before marriage by wife, to the extent the debt existed at the time of marriage: [subnumber].14. Claim for reimbursement due to reduction by husband's separate estate of the principal amount of a debt secured by a lien on property received by wife by gift, devise, or descent during the marriage, to the

65 extent the debt existed at the time the property was received: [subnumber].15. Claim for redistribution due to reduction by husband's separate estate of the principal amount of that part of a debt (including a home equity loan) incurred during the marriage, secured by a lien on property, and incurred for the acquisition of, or for capital improvements to property belonging to wife's separate estate:: [subnumber].16. Claim for reimbursement due to reduction by husband's separate estate of the principal amount of that part of a debt incurred during the marriage, secured by a lien on property owned by wife for which the creditor agreed to look for repayment solely to the separate marital estate of wife, and incurred for the acquisition of, or for capital improvements to, the property: [subnumber].17. Claim for reimbursement by husband's separate estate due to refinancing of the principal amount of any debt described in section above, to the extent the refinancing reduced the principal amount in a manner described in the appropriate section: [subnumber].18. Claim for reimbursement by husband's separate estate due to expenditures for capital improvements to property belonging to wife's separate estate other than by incurring debt:

66 ]**[ Child[ren]'s Property 35. Child[ren]'s Property (e.g., custodial accounts under the Texas Uniform Gifts to Minors Act or Uniform Transfers to Minors Act, 529 plans) A. Custodial Account under Texas Uniform Transfers to Minors Act [subnumber].a.1. Name of financial institution: Address of financial institution: Name of account: Account number: Amount on deposit (as of ): Name of minor for whom funds were deposited: [subnumber].a.2. Name of financial institution: Address of financial institution: Name of account: Account number: Amount on deposit (as of ): Name of minor for whom funds were deposited: [subnumber].a.3. Name of financial institution: Address of financial institution: Name of account: Account number:

67 Amount on deposit (as of ): Name of minor for whom funds were deposited: [subnumber].a.4. Name of financial institution: Address of financial institution: Name of account: Account number: Amount on deposit (as of ): Name of minor for whom funds were deposited: B. 529 Plan [subnumber].b.1. Institution or entity administering plan: Designated beneficiary: Type of plan: Value of assets in plan (as of ): [subnumber].b.2. Institution or entity administering plan: Designated beneficiary: Type of plan: Value of assets in plan (as of ): [subnumber].b.3. Institution or entity administering plan: Designated beneficiary: Type of plan: Value of assets in plan (as of ):

68 [subnumber].b.4. Institution or entity administering plan: Designated beneficiary: Type of plan: Value of assets in plan (as of ): ]* Trust and Estate Assets 36. Assets Held by Either Party for the Benefit of Another (include formal and informal trusts) [subnumber].1. Name(s) of person(s) holding assets: Description of assets: Name and title of fiduciary (e.g., executor, trustee): Name of owner of beneficial interest: Value of assets (as of ): [subnumber].2. Name(s) of person(s) holding assets: Description of assets: Name and title of fiduciary (e.g., executor, trustee): Name of owner of beneficial interest: Value of assets (as of ): 37. Assets Held for the Benefit of Either Party as a Beneficiary (include formal and informal trusts)

69 [subnumber].1. Name(s) of person(s) holding assets: Description of assets: Name and title of fiduciary (e.g., executor, trustee): Name of owner of beneficial interest: Value of assets (as of ): [subnumber].2. Name(s) of person(s) holding assets: Description of assets: Name and title of fiduciary (e.g., executor, trustee): Name of owner of beneficial interest: Value of assets (as of ): Verification I, [name], state on oath that, to the best of my knowledge and belief, this inventory and appraisement contains - 1. a full and complete list of all properties that I claim belong to the community estate of me and my spouse, with the values thereof; 2. a full and complete list of all properties in my possession or subject to my control that I claim or admit are my or my spouse's separate property and estate, with the values thereof; and 3. a full and complete list of the debts that I claim are community indebtedness. Any omission from this inventory is not intentional but is done through mere inadvertence and not to mislead my spouse. There may be other assets and liabilities of which my spouse is aware, and the omission of those items from this inventory should not be construed as a waiver of my interest in them.

70 [name] SIGNED under oath before me on. Notary Public, State of Texas