DOMESTIC INTERVIEW FORM

Size: px
Start display at page:

Download "DOMESTIC INTERVIEW FORM"

Transcription

1 DOMESTIC INTERVIEW FORM Please complete all sections to the best of your ability. Date: 1. Referred to this firm by: Friend or Relative (Name): Publication (Name): Internet: Search Engine used: Google Yahoo Bing Lawyers.com Christian Lawyers Martindale-Hubbell James D. Scott Website YellowPages.com Search Terms used: 2. This case is regarding? 3. Ever married before? YES NO If yes, how many times? 4. How was marriage terminated? Death Dissolution Annulment When? 5. Does either party have an attorney? YES NO Have papers been served? YES NO 6. Has either party lived in California for at least 6 months? YES NO 7. Has either party lived in San Diego County for at least 3 months? YES NO PART I YOUR INFORMATION OPPOSING PARTY INFORMATION Name City (First, Middle, Last) Name City (First, Middle, Last) State Zip State Zip Home Phone Cell Phone Work Phone Which is your daytime phone number? Home Cell Work Home Phone Cell Phone Work Phone If opposing party does not have an attorney, which is their daytime phone number? Home Cell Work Age Date of Birth Age Date of Birth Social Security No: Social Security No.: Page 1 of 6

2 YOUR INFORMATION OPPOSING PARTY INFORMATION Occupation Employer Phone Date job started: If unemployed, date job ended: Occupation Employer Phone Date job started: If unemployed, date job ended: High School Diploma or Equivalent Yes No High School Diploma or Equivalent Yes No If no, highest grade Number of Years of College Professional/Occupational License Vocational Training If no, highest grade Number of Years of College Professional/Occupational License Vocational Training Married on: Married at: Separated on: (City, County and State) (Date) at (City, County and State) PART II LIST ALL CHILDREN OF THIS MARRIAGE Full Name Birth Date Age Sex LIST ALL OTHER CHILDREN RESIDING IN THE HOME AND AMOUNT OF SUPPORT, IF ANY Is Wife now pregnant? Yes No If so, when due? Page 2 of 6

3 PART III ALL COMMUNITY PROPERTY OWNED 1. Cash: 7. Stocks & Bonds: 2. Savings Acct: 3. Checking Acct: 8. Real Property: 4. Credit Union: 9. Boats: 5. Retirement or Pension Funds: HUSBAND WIFE 6. Automobiles, Motorcycles, Trailers: 10. Other: 11. Business: 12. Life Insurance Policies: PART IV HUSBAND: WIFE: DOES EITHER SPOUSE CLAIM ANY PROPERTY AS YOUR SEPARATE PROPERTY? IF SO, LIST BELOW Page 3 of 6

4 PART V INCOME STATEMENT a) Gross month income from: Husband Wife Salary and wages (including commissions and overtime) Payable: weekly, monthly, other Pensions and retirement Social Security Disability and Unemployment Insurance Public Assistance (welfare, AFDC payments, etc.) Child/spousal support re prior marriage Dividends and interest Rents All other sources (Specify) TOTAL MONTHLY INCOME b) Itemize deductions from gross income: Husband Wife Income taxes (State and Federal) Social Security Unemployment Insurance Medical or other insurance Union or other dues Retirement or pension fund Savings plan Other: (Specify) TOTAL DEDUCTIONS NET MONTHLY INCOME Page 4 of 6

5 PART VI TOTAL MONTHLY EXPENSES List your total monthly living expenses for yourself and all dependents who you expect to be living with you after the Dissolution is filed. HUSBAND Rent or mortgage payments (residence) Real property taxes (residence) Real property insurance (residence) Maintenance (residence) Food and household supplies Utilities Telephone Laundry and cleaning Clothing Medical Dental Insurance (life, health, accident, etc.) Child care Payment of child/spousal support re prior marriage School Entertainment Incidentals Transportation Auto expenses (insurances, gas, oil repair) Auto payments Installment payments-insert total and itemize below Haircuts Gifts Vacations WIFE Creditor s Name For Monthly Payment Balance Other: TOTAL EXPENSES Page 5 of 6

6 PART VII DEBTS AND OBLIGATIONS OTHER THAN THOSE YOU REGULARLY MAKE MONTHLY PAYMENTS ON Creditor s Name For Date Payable Balance PART VIII INFORMATION FOR PERSONAL SERVICE DESCRIPTION OF THE OTHER PARTY Sex Age Race Height Weight Hair Eyes Special Features DESCRIPTION OF THE OTHER PARTY S AUTOMOBILE Make Model Color License #: Best time to Serve: SPECIAL INSTRUCTIONS OR SUGGESTIONS TO AIDE IN EFFECTING SERVICE Page 6 of 6

INFORMATION ABOUT YOU

INFORMATION ABOUT YOU NOTE: With this type of form, to be completed by the client you would want the top portion to approximate your letterhead in case someone picked up this form for another to complete or some other reason

More information

Instructions for INCOME AND EXPENSE DECLARATION

Instructions for INCOME AND EXPENSE DECLARATION Instructions for INCOME AND EXPENSE DECLARATION This packet is designed to help you complete an Income and Expense Declaration [FL-150] and it includes a blank Income and Expense Declaration. An Income

More information

FL-150. John Smith. George J Jones SUPERIOR COURT OF CALIFORNIA, COUNTY OF

FL-150. John Smith. George J Jones SUPERIOR COURT OF CALIFORNIA, COUNTY OF ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number and address): John Smith FOR COURT USE ONLY FL-150 CA TELEPHONE NO.: E-MAIL ADDRESS (Optional): ATTORNEY FOR (Name): George J Jones SUPERIOR COURT

More information

IN THE SUPERIOR COURT FOR THE COUNTY OF STATE OF GEORGIA. case No. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT

IN THE SUPERIOR COURT FOR THE COUNTY OF STATE OF GEORGIA. case No. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT IN THE SUPERIOR COURT FOR THE COUNTY OF STATE OF GEORGIA Plaintiff v case No. Defendant DOMESTIC RELATIONS FINANCIAL AFFIDAVIT Section 1 Affiant's Name Spouse's Name Date of Marriage Age Age Date of Separation

More information

Minnesota Marriage Background Check - Birthdate Phone Number

Minnesota Marriage Background Check - Birthdate Phone Number RYAN & GRINDE, LTD. A T T O R N E Y S A T L A W James P. Ryan, Jr. 407 14 th Street NW (507) 282-8118 Paul H. Grinde Post Office Box 6667 (507) 282-2275 FAX Kristine L. Dicke Rochester, Minnesota 55903-6667

More information

MCRD San Diego Dissolution Package

MCRD San Diego Dissolution Package UNITED STATES MARINE CORPS LEGAL ASSISTANCE OFFICE MARINE CORPS RECRUIT DEPOT/WESTERN RECRUITING REGION SAN DIEGO, CALIFORNIA 92140 (619) 514-4110 MCRD San Diego Dissolution Package TABLE OF CONTENTS I.

More information

MARK S. ZUCKERBERG, P.C. ATTORNEY AT LAW

MARK S. ZUCKERBERG, P.C. ATTORNEY AT LAW LAW OFFICE OF MARK S. ZUCKERBERG, P.C. ATTORNEY AT LAW Full Legal Name: (Last, First, Middle) Spouse's Full Legal Name: (Last, First Middle) All other names used in the past 6 years: All other names used

More information

M. Caroline Cantrell & Associates, PC Attorney at Law

M. Caroline Cantrell & Associates, PC Attorney at Law M. Caroline Cantrell & Associates, PC Attorney at Law 8800 SE Sunnyside Road, Suite 207N, Clackamas, OR 97015 (503) 236-9211 549 NW 2nd Avenue, Canby Oregon 97013 (503) 266-0382 Date: PENDING FORECLOSURE,

More information

ELDER LAW. PLANNING QUESTIONNAIRE (Married) PART A: PERSONAL INFORMATION

ELDER LAW. PLANNING QUESTIONNAIRE (Married) PART A: PERSONAL INFORMATION Page 1 of 6 ELDER LAW PLANNING QUESTIONNAIRE (Married) Date Home Phone Business Phone PART A: PERSONAL INFORMATION CLIENT HUSBAND: Full Name Birth Date Social Security Number Street Address City Zip U.S.

More information

INITIAL CLIENT QUESTIONNAIRE Financial. Name: SSN: DOB: Spouse: SSN: DOB: Address: City: State: Zip: Length of Residence:

INITIAL CLIENT QUESTIONNAIRE Financial. Name: SSN: DOB: Spouse: SSN: DOB: Address: City: State: Zip: Length of Residence: FOR OFFICE USE ONLY Chapter 7 13 Individual Joint Attorney s Fee: Filing Fee: INITIAL CLIENT QUESTIONNAIRE Financial Date: Name: SSN: DOB: Spouse: SSN: DOB: Address: City: State: Zip: County: Length of

More information

Personal Information - Client - Page 1. Employment. Education. Military Service. Children & Dependents

Personal Information - Client - Page 1. Employment. Education. Military Service. Children & Dependents Personal Information - Client - Page Date Mr. Mrs. Ms. First Name M.I. Last Name Birth Date Age S.S. Number Street Address City/Town Home Phone Cell Phone State/Zip Fax Email Address Employment Occupation

More information

The Kreager Law Firm 7373 Broadway, Suite 500 San Antonio, Texas 78209 (210) 829-7722. Estate Planning Information

The Kreager Law Firm 7373 Broadway, Suite 500 San Antonio, Texas 78209 (210) 829-7722. Estate Planning Information Estate Planning Information Please complete this questionnaire and bring it with you for your initial consultation with us. Of course, this information will be kept in strictest confidence. A. Husband

More information

Divorce Information and Worksheet

Divorce Information and Worksheet Divorce Information and Worksheet Instructions: This worksheet is designed to be used by persons contemplating a divorce. It may also be used by your attorney. Completing this form before your initial

More information

Phone: 210.650.9074 12702 Toepperwein, Ste. 140, San Antonio, Texas 78233 Fax: 210.650.3291 w w w. s a l a w y e r. c o m

Phone: 210.650.9074 12702 Toepperwein, Ste. 140, San Antonio, Texas 78233 Fax: 210.650.3291 w w w. s a l a w y e r. c o m DIVORCE INFORMATION SHEET Date: Client Information: Full Name (Last, First, Middle): Full Current Address:,, COUNTY OF RESIDENCE: Home Phone: Cell: Pager: Work Phone: How do you prefer we contact you?

More information

IN THE CIRCUIT COURT OF THE TWENTIETH JUDICIAL CIRCUIT ST. CLAIR COUNTY, ILLINOIS FINANCIAL STATEMENT GROSS INCOME

IN THE CIRCUIT COURT OF THE TWENTIETH JUDICIAL CIRCUIT ST. CLAIR COUNTY, ILLINOIS FINANCIAL STATEMENT GROSS INCOME IN THE CIRCUIT COURT OF THE TWENTIETH JUDICIAL CIRCUIT ST. CLAIR COUNTY, ILLINOIS IN RE THE MARRIAGE OF: and Petitioner No.: Respondent FINANCIAL STATEMENT 1 2 GROSS WAGES OR SALARY ADDITIONAL INCOME (State

More information

GENERAL INSTRUCTIONS FOR COMPLETING NRCP 16.2 FINANCIAL DISCLOSURE FORM (Remove These Instructions Before Filing Form)

GENERAL INSTRUCTIONS FOR COMPLETING NRCP 16.2 FINANCIAL DISCLOSURE FORM (Remove These Instructions Before Filing Form) GENERAL INSTRUCTIONS FOR COMPLETING NRCP 16.2 FINANCIAL DISCLOSURE FORM (Remove These Instructions Before Filing Form) 1. Nevada Rule of Civil Procedure 16.2 requires that this Financial Disclosure Form

More information

THE POCKET LAWYER Document Preparation Service p Workbook y

THE POCKET LAWYER Document Preparation Service p Workbook y THE POCKET LAWYER Document Preparation Service p Workbook y We Help You Help Yourself UNCONTESTED DIVORCE - CALIFORNIA PART A All rights reserved. No part of this workbook may be reproduced by any means

More information

DIVORCE QUESTIONNAIRE

DIVORCE QUESTIONNAIRE DIVORCE QUESTIONNAIRE INSTRUCTIONS: Don t let the length of this scare you. Not every question will apply to you, but please, when you skip a question that does not apply to you, write N/A in the blank,

More information

AFFIDAVIT IN SUPPORT OF APPLICATION FOR SETTLEMENT

AFFIDAVIT IN SUPPORT OF APPLICATION FOR SETTLEMENT Financial Service Commission of Ontario Commission des services financiers de l'ontario AFFIDAVIT IN SUPPORT OF APPLICATION FOR SETTLEMENT THE MOTOR VEHICLE ACCIDENT CLAIMS ACT R.S.O. 1990, CHAPTER M.41,

More information

KIDS CHANCE Scholarship Fund Application. Student Information

KIDS CHANCE Scholarship Fund Application. Student Information Questions & Answers About The Program: KIDS CHANCE SCHOLARSHIP PROGRAM FOR CHILDREN OF MISSOURI S SERIOUSLY INJURED WORKERS Which children are eligible for the Scholarships? To be eligible for the Scholarship

More information

c. Homeowners Insurance

c. Homeowners Insurance AFFIDAVIT BEFORE ME, the undersigned authority, personally came and appeared the undersigned who, being by me first duly sworn, did depose and say that the following is a true and correct statement of

More information

MONTANA JUDICIAL DISTRICT COURT COUNTY

MONTANA JUDICIAL DISTRICT COURT COUNTY Name Address City State Zip Code Phone Number WIFE, PETITIONER PRO SE Name Address City State Zip Code Phone Number HUSBAND, PETITIONER PRO SE MONTANA JUDICIAL DISTRICT COURT COUNTY In re the Marriage

More information

Honolulu, Hawaii 96813-5010 (808) 593-2199

Honolulu, Hawaii 96813-5010 (808) 593-2199 Honolulu, Hawaii 96813-5010 (808) 593-2199 BUSINESS BANKRUPTCY -- CLIENT INFORMATION WORKSHEETS DEBTOR JOINT DEBTOR FULL NAME: STREET ADDRESS: MAILING ADDRESS: COUNTY: HOME PHONE: WORK PHONE: FAX (if available)

More information

Legal Name: All other names you have used in the last 6 years: Address, City, State, Zip: Mailing Address if different:

Legal Name: All other names you have used in the last 6 years: Address, City, State, Zip: Mailing Address if different: BANKRUPTCY INTERVIEW INSTRUCTIONS: The interview sheet contains basic information needed for your bankruptcy. Do the best to complete the information. If you do not know the answer, then write "I do not

More information

Compromise Application

Compromise Application Compromise Application Before we will consider accepting less than the full amount due, we must receive all of the information requested below. Your documentation will be reviewed and verified. A Revenue

More information

LAW OFFICES OF JEFFREY B. KAHN, P.C. WALNUT CREEK SAN FRANCISCO SAN JOSE LOS ANGELES SAN DIEGO ORANGE COUNTY

LAW OFFICES OF JEFFREY B. KAHN, P.C. WALNUT CREEK SAN FRANCISCO SAN JOSE LOS ANGELES SAN DIEGO ORANGE COUNTY LAW OFFICES OF JEFFREY B. KAHN, P.C. WALNUT CREEK SAN FRANCISCO SAN JOSE LOS ANGELES SAN DIEGO ORANGE COUNTY WWW.KAHNTAXLAW.COM TOLL-FREE: 866.494.6829 JEFFREY B. KAHN, LL.M.(TAX) ATTORNEY - BOARD CERTIFIED

More information

MAXWELL LAW FIRM,PLLC

MAXWELL LAW FIRM,PLLC MAXWELL LAW FIRM,PLLC Please fill in the answers to the questions below, so we can properly evaluate your unique financial situation. Please note that Debt, Bankruptcy, and Tax Laws are often the same

More information

PLEASE NOTE. For more information concerning the history of these regulations, please see the Table of Regulations.

PLEASE NOTE. For more information concerning the history of these regulations, please see the Table of Regulations. PLEASE NOTE This document, prepared by the Legislative Counsel Office, is an office consolidation of this regulation, current to February 1, 2004. It is intended for information and reference purposes

More information

Form M-433-OIS Statement of Financial Condition and Other Information

Form M-433-OIS Statement of Financial Condition and Other Information Form M-433-OIS Statement of Financial Condition and Other Information Rev. 6/09 Massachusetts Department of Revenue Complete all entries with the most current information available. For entries that do

More information

Pre-Bankruptcy Filing Certification Credit Counseling DISCLOSURE AGREEMENT

Pre-Bankruptcy Filing Certification Credit Counseling DISCLOSURE AGREEMENT Pre-Bankruptcy Filing Certification Credit Counseling DISCLOSURE AGREEMENT Thank you for contacting Comprehensive Credit Counseling of Rural Services of Indiana, Inc. for you Pre- Bankruptcy Filing Certification.

More information

Names of all Co-owners w/ Address (if different)

Names of all Co-owners w/ Address (if different) Foreclosure Prevention Intake Form I. CLIENT INFORMATION Date: Name(s) Address Home Phone Work Phone Best Times to Reach Marital Status Spouse (if any) Children (names and ages) Others in Household: II.

More information

Request for Innocent Spouse Relief

Request for Innocent Spouse Relief Form 8857 (Rev. January 2014) Department of the Treasury Internal Revenue Service (99) Request for Innocent Spouse Relief Information about Form 8857 and its separate instructions is at www.irs.gov/form8857.

More information

Please complete this Organizer before your appointment. Street Address City State ZIP Home Phone

Please complete this Organizer before your appointment. Street Address City State ZIP Home Phone Womack Tax Prep LLC Client Tax Organizer Please complete this Organizer before your appointment. 1. Personal Information Name Soc. Sec.. Date of Birth Occupation Work Phone Taxpayer Spouse Street Address

More information

UNITED STATES DISTRICT COURT for the District of

UNITED STATES DISTRICT COURT for the District of Page 1 of 5 UNITED STATES DISTRICT COURT for the District of Plaintiff/Petitioner v. Civil Action No. Defendant/Respondent APPLICATION TO PROCEED IN DISTRICT COURT WITHOUT PREPAYING FEES OR COSTS (Long

More information

Client Tax Organizer If you have rental property or are self-employed, please request additional organizers.

Client Tax Organizer If you have rental property or are self-employed, please request additional organizers. Client Tax Organizer If you have rental property or are self-employed, please request additional organizers. 1. Personal Information Name Soc. Sec.. Date of Birth Occupation Work Phone Taxpayer Spouse

More information

CLIENT INFORMATION OFFICE USE ONLY. TODAY'S DATE: Name: Any other names you may be known by: INFORMATION ABOUT YOU: SS#

CLIENT INFORMATION OFFICE USE ONLY. TODAY'S DATE: Name: Any other names you may be known by: INFORMATION ABOUT YOU: SS# CLIENT INFORMATION INFORMATION ABOUT YOU: TODAY'S DATE: Name: Any other names you may be known by: SS# Date of Birth Physical Address Mailing (if different) City State Phone #s Hm Cell Wk E-mail address

More information

WHY YOU SHOULD USE ALL WASHINGTON LEGAL CLINIC OF SEATTLE/TACOMA/EVERETT

WHY YOU SHOULD USE ALL WASHINGTON LEGAL CLINIC OF SEATTLE/TACOMA/EVERETT WHY YOU SHOULD USE ALL WASHINGTON LEGAL CLINIC OF SEATTLE/TACOMA/EVERETT EXPERIENCE All Washington Legal Clinic of Seattle, Tacoma, and Everett is operated by attorney Tom S. Hyde, a sole proprietor, who

More information

MIAMI BEACH JEWISH COMMUNITY CENTER APPLICATION FOR PROGRAM FEE REDUCTION

MIAMI BEACH JEWISH COMMUNITY CENTER APPLICATION FOR PROGRAM FEE REDUCTION MIAMI BEACH JEWISH COMMUNITY CENTER APPLICATION FOR PROGRAM FEE REDUCTION Note: All sections of this application must be completed in full. If any information is incomplete or missing, your application

More information

Personal Information. Name Soc. Sec. No. Date of Birth Occupation Work Phone Taxpayer: Spouse: Street Address City State Zip

Personal Information. Name Soc. Sec. No. Date of Birth Occupation Work Phone Taxpayer: Spouse: Street Address City State Zip Paid to Taxpayer Paid to Spouse Client Tax Organizer Please complete this Organizer before your appointment. Prior year clients should use a personalized Organizer. To request a personalized Organizer,

More information

Thomas K. Atwood BANKRUPTCY WORKSHEET

Thomas K. Atwood BANKRUPTCY WORKSHEET Thomas K. Atwood Attorney at Law 19427 SE 14th St, Sammamish, WA 98075 18820 Aurora Avenue North, Suite #202, Shoreline, WA 98133 Voice (425) 996-4145 or (206) 569-4685 - Fax (815) 550-1378 Email: tom@tomlaw.com

More information

One hundred percent accuracy is not required; however, significant missing information will, of course, have an impact on any opinion provided.

One hundred percent accuracy is not required; however, significant missing information will, of course, have an impact on any opinion provided. Re: General Information Questionnaire Attached is general information questionnaire. The concept of this document is for you to supply sufficient information to allow us to assess the nature of the issues

More information

TOWN OF GORHAM NEW HAMPSHIRE

TOWN OF GORHAM NEW HAMPSHIRE TOWN OF GORHAM NEW HAMPSHIRE APPLICATION FOR PUBLIC ASSISTANCE CASE # Date of Application Referred by 1. General Information: Name Date of Birth Address Telephone Social Security number US Citizen? Marital

More information

Collection Information Statement for Wage Earners and Self-Employed Individuals

Collection Information Statement for Wage Earners and Self-Employed Individuals Georgia Department of Revenue Collection Information Statement for Wage Earners and SelfEmployed Individuals Form CD14C (June 2012) Use this form if you are An individual who owes income tax on a Form

More information

Client Tax Organizer

Client Tax Organizer Client Tax Organizer Please complete this Organizer before your appointment. Prior year clients should use the proforms Organizer provided. 1. Personal Information Name Soc. Sec.. Date of Birth Occupation

More information

Debtor s Full Legal Name: Spouse s Full Legal Name: Other Names Ever Used: Email: Tel#: Cell#: Emergency Contact (name & number):

Debtor s Full Legal Name: Spouse s Full Legal Name: Other Names Ever Used: Email: Tel#: Cell#: Emergency Contact (name & number): Law Office of Jeffrey B. Kelly, P.C. Chapter 7 Chapter 13 Bankruptcy Questionnaire DEBTOR INFO: How did you first hear about my office? Office Location Debtor s Full Legal Name: SS# DOB: Spouse s Full

More information

Your Full Name Age Social Security #

Your Full Name Age Social Security # Walter A. Metzen Attorney at Law 3156 Penobscot Building 645 Griswold Street Detroit, MI 48226 (313) 962-4656 www.bankruptcydetroit.com Fax (313) 962-4241 REQUEST FOR BANKRUPTCY PROTECTION-START-UP PACKET

More information

pages is accurate to the best of my knowledge and belief and sets out the financial situation as of (give date for which information is accurate)

pages is accurate to the best of my knowledge and belief and sets out the financial situation as of (give date for which information is accurate) ONTARIO Court File Number at (Name of Court) Court office address Form 13: Financial Statement (Support Claims) sworn/affirmed Applicant(s) Full legal name & address for service street & number, municipality,

More information

Collection Information Statement for Wage Earners and Self-Employed Individuals

Collection Information Statement for Wage Earners and Self-Employed Individuals Form 433-A (Rev. December 2012) Department of the Treasury Internal Revenue Service Collection Information Statement for Wage Earners and Self-Employed Individuals Wage Earners Complete Sections 1, 2,

More information

Tax Return Questionnaire - 2015 Tax Year

Tax Return Questionnaire - 2015 Tax Year SPECTRUM Spectrum Financial Resources LLP FINANCIAL 15021 Ventura Boulevard #341 310.963.4322 T RESOURCES Sherman Oaks, CA 91403 303.942.4322 F www.spectrum-cpa.com Tax Return Questionnaire - 2015 Tax

More information

ECONOMIC LOSS QUESTIONNAIRE AND CASE BACKGROUND INFORMATION WRONGFUL DEATH

ECONOMIC LOSS QUESTIONNAIRE AND CASE BACKGROUND INFORMATION WRONGFUL DEATH ECONOMIC LOSS QUESTIONNAIRE AND CASE BACKGROUND INFORMATION WRONGFUL DEATH Please fill out the information as completely as you can and return it along with supporting documents to my office: Gary Skoog,

More information

Complimentary Financial Planner

Complimentary Financial Planner Complimentary Financial Planner Creating Wealth Since 1922 PERSONAL INFORMATION Name Social Security Number Date of Birth Home Street Address You Your Spouse City, State, Zip Home Telephone Marital Status

More information

RICE LAW, PLLC FAMILY LAW NEW CLIENT INFORMATION SHEET

RICE LAW, PLLC FAMILY LAW NEW CLIENT INFORMATION SHEET RICE LAW, PLLC FAMILY LAW NEW CLIENT INFORMATION SHEET Consultation Fee Due Before Initial Consultation Consultation Fee: $200.00 (Consultation Fee Covers First 90 Minutes; Attorney s Hourly Rate Billed

More information

GUAM 7-DAY DIVORCE WORKSHEET- with children (INCLUDES MARITAL SETTLEMENT AGREEMENT)

GUAM 7-DAY DIVORCE WORKSHEET- with children (INCLUDES MARITAL SETTLEMENT AGREEMENT) !"#$%&#$'()%(#*%+&&',-%!""#$%&'()*++*,-(./*++0(1&234( 567(!28*%,++(!9&:;(FHG6>I(J,KE(5F(D65FG66FLH67( M-,*+E((A=,-N,-*+'+,O#NN*3&PA-,*+:3#-( )&Q2*"&E(B=,-J,-*+'R,OSNN*3&:3#-(

More information

DAVIS & TALIAFERRO, L.L.C. 7031 HALCYON PARK DRIVE MONTGOMERY, ALABAMA UNCONTESTED DIVORCE INFORMATION FORM

DAVIS & TALIAFERRO, L.L.C. 7031 HALCYON PARK DRIVE MONTGOMERY, ALABAMA UNCONTESTED DIVORCE INFORMATION FORM DAVIS & TALIAFERRO, L.L.C. 7031 HALCYON PARK DRIVE MONTGOMERY, ALABAMA Telephone: (334) 832-9080 Facsimile: (334) 409-7001 EMAIL: Greg Davis gldavis@knology.net Dan W. Taliaferro danwtaliaferro@msn.com

More information

Denver Tax Group, LLC CHADWICK ELLIOTT 1888 Sherman Street SUITE 650 DENVER, CO 80203 (0) Organizer Mailing Slip

Denver Tax Group, LLC CHADWICK ELLIOTT 1888 Sherman Street SUITE 650 DENVER, CO 80203 (0) Organizer Mailing Slip Denver Tax Group, LLC CHADWICK ELLIOTT Sherman Street SUITE 0 DENVER, CO 00, (0) Organizer Mailing Slip TAX ORGANIZER TO:, FROM: Denver Tax Group, LLC Sherman Street SUITE 0 DENVER CO 00 (0) -0 Enclosed

More information

UPMC Financial Assistance Application Information

UPMC Financial Assistance Application Information UPMC Financial Assistance Application Information UPMC offers financial assistance for medical care provided by UPMC facilities and UPMC affiliated physicians to eligible individuals and families. Based

More information

MONTANA FOURTH JUDICIAL DISTRICT COURT MINERAL COUNTY

MONTANA FOURTH JUDICIAL DISTRICT COURT MINERAL COUNTY Name Address City State Zip Code Phone Number FORM #17 MONTANA FOURTH JUDICIAL DISTRICT COURT MINERAL COUNTY In re the Marriage of:, Petitioner, and, Petitioner. Cause No.: Department No. [ ] Wife s [

More information

Employer: Employer telephone: Employer Address:

Employer: Employer telephone: Employer Address: NORTH CAROLINA COUNTY OF WAKE IN THE GENERAL COURT OF JUSTICE DISTRICT COURT DIVISION FILE NO. Assigned Judge: Plaintiff, v. Defendant. FINANCIAL AFFIDAVIT* OF PLAINTIFF DEFENDANT Date Completed: Employer:

More information

Income Tax Organizer

Income Tax Organizer Income Tax Organizer This organizer will help you organize your tax information (and make sure that you don't miss important deductions). We hope you find it useful and informative! (This form was prepared

More information

PERSONAL FINANCIAL WORKSHEET

PERSONAL FINANCIAL WORKSHEET PERSONAL FINANCIAL WORKSHEET This is NOT the Personal Financial Statement required for DBE certification and cannot be substituted for the mandatory Personal Financial Statement. This document is intended

More information

Financial Planning Questionnaire

Financial Planning Questionnaire Richard W. Greene Managing Principal rgreene@centerpointadvisors.net Jennifer M. Wolfsberg Managing Principal jwolfsberg@centerpointadvisors.net John E. Wolfsberg Principal / Director of Fixed Income jewolfsberg@centerpointadvisors.net

More information

STATEMENT OF CURRENT MONTHLY INCOME AND CALCULATION OF COMMITMENT PERIOD AND DISPOSABLE INCOME

STATEMENT OF CURRENT MONTHLY INCOME AND CALCULATION OF COMMITMENT PERIOD AND DISPOSABLE INCOME Form B22C (Chapter 13) (10/05) In re Debtor(s) Case Number: (If known) According to the calculations required by this statement: The applicable commitment period is 3 years. The applicable commitment period

More information

Personal Financial Planning Questionnaire

Personal Financial Planning Questionnaire MULHOLLAND FINANCIAL SERVICES Personal Financial Planning Questionnaire Conservative Financial Advice This comprehensive, personal financial planning summary is designed to help you take inventory and

More information

CURRENT MONTHLY INCOME

CURRENT MONTHLY INCOME Client Questionnaire Section 1 - Basic Information Part A. Name and Address Name: Have you used any other names in the past eight years? No Yes If yes, please list other names used: Telephone Numbers\Email

More information

Civil Criminal Incarcerated On Supervised Release Neither

Civil Criminal Incarcerated On Supervised Release Neither Civil Criminal Incarcerated On Supervised Release Neither United States Department of Justice Office of the United States Attorney District of Idaho (Submitted for Government Action on Claims Due the United

More information

ONTARIO Court File Number. Form 13.1: Financial Statement (Property and Support Claims) sworn/affirmed. Applicant(s) Respondent(s)

ONTARIO Court File Number. Form 13.1: Financial Statement (Property and Support Claims) sworn/affirmed. Applicant(s) Respondent(s) ONTARIO Court File Number at (Name of court) Court office address Form 13.1: Financial Statement (Property and sworn/affirmed Applicant(s) Full legal name & address for service street & number, municipality,

More information

INSTRUCTIONS FOR COMPLETION OF FINANCIAL DECLARATION FOR MURPHY LAW FIRM

INSTRUCTIONS FOR COMPLETION OF FINANCIAL DECLARATION FOR MURPHY LAW FIRM INSTRUCTIONS FOR COMPLETION OF FINANCIAL DECLARATION FOR MURPHY LAW FIRM GENERAL INFORMATION. You only need to complete your side of the Financial Declaration (for example, if you are the Mother, you will

More information

ESTATE PLANNING WORKSHEET

ESTATE PLANNING WORKSHEET ESTATE PLANNING WORKSHEET Prospective Client- In order to best serve you and your interests, complete and return this packet as soon as possible. This will allow us to understand the specifics of your

More information

STATEMENT OF CURRENT MONTHLY INCOME AND MEANS TEST CALCULATION FOR USE IN CHAPTER 7 ONLY

STATEMENT OF CURRENT MONTHLY INCOME AND MEANS TEST CALCULATION FOR USE IN CHAPTER 7 ONLY Form B22A (Chapter 7) (10/05) In re Debtor(s) Case Number: (If known) According to the calculations required by this statement: The presumption arises. The presumption does not arise. (Check the box as

More information

STATE OF VERMONT. Defendant Name V. FINANCIAL AFFIDAVIT (813A) Other: Street Address (if different from Street Address)

STATE OF VERMONT. Defendant Name V. FINANCIAL AFFIDAVIT (813A) Other: Street Address (if different from Street Address) STATE OF VERMONT SUPERIOR COURT Unit Plaintiff Name DOB FAMILY DIVISION Docket No. Defendant Name DOB V. FINANCIAL AFFIDAVIT (813A) I am: Plaintiff Defendant Other: Name Street Address (if different from

More information

WORKSHEET FOR DIVORCE PLEASE FURNISH THE FOLLOWING INFORMATION IN NARRATIVE FORM

WORKSHEET FOR DIVORCE PLEASE FURNISH THE FOLLOWING INFORMATION IN NARRATIVE FORM WORKSHEET FOR DIVORCE PLEASE FURNISH THE FOLLOWING INFORMATION IN NARRATIVE FORM It is important that your attorney know as much about your case as possible. This includes both the strengths and weaknesses

More information

Form 70 I. (general heading) FINANCIAL STATEMENT OF

Form 70 I. (general heading) FINANCIAL STATEMENT OF Form 70 I (general heading) FINANCIAL STATEMENT OF INCOME AND MONEY RECEIVED (Include income and other money received from all sources, whether taxable or not, for the twelve month period ending on the

More information

MONTANA JUDICIAL DISTRICT COURT COUNTY

MONTANA JUDICIAL DISTRICT COURT COUNTY Name Address City State Zip Code Phone Number [ ] PETITIONER/[ ] RESPONDENT PRO SE MONTANA JUDICIAL DISTRICT COURT COUNTY In re the Marriage of:, Petitioner, and, Respondent. Cause No.: [ ] Petitioner

More information

ONTARIO Court File Number. Form 13.1: Financial Statement (Property and Support Claims) sworn/affirmed. Applicant(s) Respondent(s)

ONTARIO Court File Number. Form 13.1: Financial Statement (Property and Support Claims) sworn/affirmed. Applicant(s) Respondent(s) ONTARIO Court File Number at (Name of court) Court office address Form 13.1: Financial Statement (Property and sworn/affirmed Applicant(s) Full legal name & address for service street & number, municipality,

More information

Couples Dual Questionnaire

Couples Dual Questionnaire Investor Profile Questionnaire Your responses will help us recommend a custom investment program tailored to your needs. Clients names How did you hear about us? Are you: Married Single Please complete

More information

***You may complete this form electronically by filling in the Word Document, or print and complete by hand*** Personal Information Your Spouse

***You may complete this form electronically by filling in the Word Document, or print and complete by hand*** Personal Information Your Spouse ***You may complete this form electronically by filling in the Word Document, or print and complete by hand*** WEINER & McCULLOCH, PLLC ATTORNEYS & COUNSELORS AT LAW 5599 San Felipe Suite 900 Houston,

More information

Financial Planning Questionnaire

Financial Planning Questionnaire Financial Planning Questionnaire Personal Information Client Date of Birth Spouse/Partner Date of Birth Home # Work # Work # Address Family Information: Children Date of Birth Employment Information: Client

More information

DATE OF APPOINTMENT (MM/DD/YYYY) INVENTORY VALUES AS OF DATE (MM/DD/YYYY) FILING DUE DATE (MM/DD/YYYY)

DATE OF APPOINTMENT (MM/DD/YYYY) INVENTORY VALUES AS OF DATE (MM/DD/YYYY) FILING DUE DATE (MM/DD/YYYY) District Court Denver Probate Court County, Colorado Court Address: In the Interest of: Protected Person Attorney or Party Without Attorney (Name and Address): Case Number: COURT USE ONLY Phone Number:

More information

PIEDMONT DEBT RELIEF

PIEDMONT DEBT RELIEF PIEDMONT DEBT RELIEF Ferguson, Scarbrough, Hayes Hawkins and DeMay, PA 65 McCachern Blvd., SE P.O. Box 444 Concord, North Carolina 28026-0444 Telephone: (704) 788-3211 Debt Management Worksheet Chapter

More information

Financial Affidavit of Information - Short Form

Financial Affidavit of Information - Short Form Connecticut Judicial Branch Self-Represented Parties Information Series Filling Out and Filing a Financial Affidavit Short Form Slide 1 Welcome to the Connecticut Judicial Branch Law Libraries Self-Represented

More information

PERSONAL INFORMATION

PERSONAL INFORMATION THE HOUSE OF THE GOOD SHEPHERD 798 Willow Grove Street Hackettstown NJ 07840 (908)684-5900 APPLICATION FOR ADMISSION TO INDEPENDENT LIVING APARTMENT Applicant Name Home Address (Street Address and Apt#)

More information

Application for Legal Assistance

Application for Legal Assistance Application for Legal Assistance 1. What kind of problem do you need help with? Divorce Child Custody Guardianship Bankruptcy Tax Landlord/Tenant Will / Estate Planning Other 2. Applicant Information Your

More information

1040 US Tax Organizer

1040 US Tax Organizer 1040 US Please enter all pertinent information. If you have attached a government form for an item, check the box and do not enter a amount. WAGES, SALARIES AND TIPS Employer name: Amount 2011 Amount Attach

More information

Client Checklist. local tax withholding, retirement contributions, benefits, Tax Planning.

Client Checklist. local tax withholding, retirement contributions, benefits, Tax Planning. Client Checklist We request you provide the following information in order to establish your financial goals and objectives and to support our analysis and calculations. Every item has its purpose as annotated.

More information

Tax Return Questionnaire - 2013 Tax Year

Tax Return Questionnaire - 2013 Tax Year Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire

More information

Different agencies proved the counseling inperson, by telephone or over the Internet.

Different agencies proved the counseling inperson, by telephone or over the Internet. Bankruptcy Questionnaire Bankruptcy is a right provided by law to people who are deeply in debt and need of a fresh start. Bankruptcy will discharge many of your debts and you will not have to pay them,

More information

3. If you received any interest from a "Seller Financed" mortgage, provide: Name and Address of Payer Social Security Number Amount

3. If you received any interest from a Seller Financed mortgage, provide: Name and Address of Payer Social Security Number Amount Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire

More information

Tax Resolution Underwriting Worksheet

Tax Resolution Underwriting Worksheet Tax Resolution Underwriting Worksheet Office: Tax Consultant: Date: Personal Information Spouse info Taxpayer's name DOB SSN Filing Status (SINGLE, JOINTLY, SEPARATELY) Address Home Phone Number Cell Phone

More information

Confidential Estate Planning Questionnaire

Confidential Estate Planning Questionnaire Confidential Estate Planning Questionnaire Single Person This questionnaire is designed to help me evaluate your unique situation and create an estate plan that addresses your specific needs. Effective

More information

Bankruptcy Questionnaire

Bankruptcy Questionnaire Bankruptcy Questionnaire This questionnaire is also available in English and Spanish versions, in both Microsoft Word and Adobe Acrobat (PDF) format, on this manual s companion website. Use the PDF format

More information

MCRD San Diego Dissolution Worksheet

MCRD San Diego Dissolution Worksheet UNITED STATES MARINE CORPS LEGAL SERVICES SUPPORT TEAM, MIRAMAR MCRD DETACHMENT 3700 CHOSIN AVENUE SAN DIEGO, CA 9210 (619) 524-4110/4111 MCRD San Diego Dissolution Worksheet Uncontested Divorces Only

More information

PROBATE QUESTIONNAIRE FORM. DARRYL V. PRATT Attorney at Law Certified Public Accountant

PROBATE QUESTIONNAIRE FORM. DARRYL V. PRATT Attorney at Law Certified Public Accountant DARRYL V. PRATT Attorney at Law Certified Public Accountant PRATTLAW A Professional Limited Liability Company ATTORNEYS & COUNSELORS AT LAW Stonebriar Financial Center 2500 Legacy Drive, Suite 228 Frisco,

More information

Greg Gouner, Attorney at Law 11750 Bricksome Avenue, Suite C Baton Rouge, LA 70816 (225) 293-6200

Greg Gouner, Attorney at Law 11750 Bricksome Avenue, Suite C Baton Rouge, LA 70816 (225) 293-6200 Bankruptcy Forms: Chapters 7/Chapter 13 Instructions: Please fill out this form completely. You are providing this office with the information required to prepare the filing of a Chapter 7 or Chapter 13

More information

DEALING WITH CREDIT AND BANKRUPTCY. INTAKE QUESTIONNAIRE: Hiring an Attorney Bankruptcy

DEALING WITH CREDIT AND BANKRUPTCY. INTAKE QUESTIONNAIRE: Hiring an Attorney Bankruptcy DEALING WITH CREDIT AND BANKRUPTCY INTAKE QUESTIONNAIRE: Hiring an Attorney Bankruptcy A bankruptcy filing can be legally complicated, as well as time-consuming and timeintensive. In many cases, the first

More information

ESTATE PLANNING INFORMATION

ESTATE PLANNING INFORMATION ESTATE PLANNING INFORMATION I PERSONAL AND FAMILY DATA A. Husband Husband's Name: (First) (Middle) (Last) Social Security Number Home Phone Employer Business Address Business Phone Place of Birth: U.S.

More information

Thank you for choosing our firm to prepare your income tax returns for tax year 2014. This letter confirms the services we will provide.

Thank you for choosing our firm to prepare your income tax returns for tax year 2014. This letter confirms the services we will provide. Deborah Wright Keystone Management Services, LLC P.O. Box 965564 Marietta, GA 30066 January 19, 2015 Dear Taxpayer, Thank you for choosing our firm to prepare your income tax returns for tax year 2014.

More information

Sample Only. Grant & Aid Application For the School Year Beginning Fall 2012. Save Time Apply Online. Information needed to complete your application:

Sample Only. Grant & Aid Application For the School Year Beginning Fall 2012. Save Time Apply Online. Information needed to complete your application: 10000028406 Save Time Apply Online. Apply online at www.factstuitionaid.com - Applying online is the fastest and most direct method of submitting your application. It allows your institution to view your

More information

Setting Financial Goals

Setting Financial Goals Setting Financial Goals Short Term Goals - Less than 1 year Number of s to Each for Note: Short-term goals you'll set and accomplish within one year. Goals can include birthday gifts, holiday gifts. Taking

More information

Child Placing Agency (CPA) Cost Report

Child Placing Agency (CPA) Cost Report Child Placing Agency (CPA) Cost Report Reporting Period: 1/1/2011 to: 12/31/2011 VENDOR Vendor Name Street Address City State Zip Code Telephone Number Agency Type License Facility Type Federal Tax Identification

More information

1420 n. CLAREMONT BLVD., SUITE 101-B TEL (909) 398-4737 CLAREMONT, CALIFORNIA 91711 FAX (909) 398-4733

1420 n. CLAREMONT BLVD., SUITE 101-B TEL (909) 398-4737 CLAREMONT, CALIFORNIA 91711 FAX (909) 398-4733 1420 n. CLAREMONT BLVD., SUITE 101-B TEL (909) 398-4737 CLAREMONT, CALIFORNIA 91711 FAX (909) 398-4733 www.nicholscpas.com Email: info@nicholscpas.com January 12, 2015 RE: 2014 Tax Returns It is hard to

More information