PROPERTY WORKSHEET. Make: Model: Year: Vin Number: Titled in name of: Amount owed: $ To whom: Make: Model: Year: Vin Number: Amount owed: $ To whom:

Transcription

1 PROPERTY WORKSHEET VEHICLES: Vin Number: BANK ACCOUNTS: DIVORCE PROPERTY WORKSHEET PAGE 1

2 BROKERAGE/MUTUAL FUND ACCOUNTS 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 ): 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 ): CLOSELY HELD BUSINESS INTERESTS Name of business: Address: Type of business organization: Percentage of ownership: Number of shares owned (if applicable): Value (as of ):$ Balance of accounts receivable if on cash accounting basis: $ Balance of liabilities if on cash accounting basis:<$ > DIVORCE PROPERTY WORKSHEET PAGE 2

3 LIFE INSURANCE 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: Cash surrender value on date of marriage: Current cash surrender value: Balance of loan against policy: $ 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: Cash surrender value on date of marriage: Current cash surrender value: Balance of loan against policy: $ REAL PROPERTY: Location: Titled in whose name: Owned before marriage: Y or N 1 st Mortgage owed: $ 1 st Mortgage holder: 2 nd Mortgage owed: $ 2 nd Mortgage holder: (attach copy of Warranty Deed and Deed of Trust) Location: Titled in whose name: Owned before marriage: Y or N 1 st Mortgage owed: $ 1 st Mortgage holder: 2 nd Mortgage owed: $ 2 nd Mortgage holder: (attach copy of Warranty Deed and Deed of Trust) DIVORCE PROPERTY WORKSHEET PAGE 3

4 INCOME TAXES: Filed for Prior year? Y or N Refund due? Y or N Refund Amount Due: $ Taxes Owed? Y or N Amount Owed: $ For Year(s): RETIREMENT BENEFITS Exact name of plan: Name and address of plan administrator: Employee: Employer: Starting date of creditable service: Percentage employee is vested: Account balance as of date of marriage: $ Current account balance (as of ):$ Balance of loan against plan: $ Value of community interest in plan (as of ):$ Exact name of plan: Name and address of plan administrator: Employee: Employer: Starting date of creditable service: Percentage employee is vested: Account balance as of date of marriage: $ Current account balance (as of ):$ Balance of loan against plan: $ Value of community interest in plan (as of ):$ IRA/SEP Current account balance (as of ):$ Value of community interest (as of ):$ DIVORCE PROPERTY WORKSHEET PAGE 4

5 Current account balance (as of ):$ Value of community interest (as of ):$ CREDIT CARDS OR OTHER DEBTS: DIVORCE PROPERTY WORKSHEET PAGE 5