Net Family Property Statement Precedent by jasonpeters

VIEWS: 53 PAGES: 4

									                                                                               ONTARIO                                Court File Number
       Ontario Family Court of the Superior Court of Justice                                                                         04FL1234
                                               (Name of Court)                                                               Family Law Rules, O. Reg. 114/99
at 161 Elgin Street, Ottawa, Ontario, K2P 2K1                                                                                Form 13B: Net Family
                                            (Court office address)                                                             Property Statement

Applicant(s)
Full legal name & address for service — street & number, municipality,             Lawyer’s name & address — street & number, municipality, postal code,
postal code, telephone & fax numbers and e-mail address (if any).                  telephone & fax numbers and e-mail address (if any).
Sarah Weiss                                                                        Susan Smith
123 Anywhere Lane                                                                  Smith, Jones
Ottawa, ON                                                                         456 Nowhere Street
K1S 6O4                                                                            10th Floor
Tel: (123) 456-7890                                                                Ottawa, Ontario K2R 9X2
                                                                                   Tel: (123) 789-1234
                                                                                   Fax: (123) 345-6789
                                                                                   Susan@smithjones.com
Respondent(s)
Full legal name & address for service — street & number, municipality,             Lawyer’s name & address — street & number, municipality, postal code,
postal code, telephone & fax numbers and e-mail address (if any).                  telephone & fax numbers and e-mail address (if any).
David Williams                                                                     Fred Brown
678 Downtown Road                                                                  Black & Brown
Ottawa,ON                                                                          567 Suburban Street
K4R 0O0                                                                            ste 200
Tel: (123) 345-6789                                                                Ottawa, Ontario K4V 8Y1
                                                                                   Tel: (123) 234-5678
                                                                                   Fax: (123) 789-3456
                                                                                   Fred@blackbrown.ca

My name is (full legal name) Sarah Weiss

The valuation date for the following material is (date) March 5, Yr 0

The date of marriage is (date) November 12, Yr-15
           (Complete the tables by filling in the columns for both husband and wife, showing your assets, debts, etc. and those of your spouse)
 Table 1: Value Of Assets Owned on Valuation Date (List in the order of the categories in the financial statement)
                                              PART 7(a): LAND
     Nature & Type of Ownership                                      Address of Property and
         (State percentage interest)
                                                                                                                            Husband                    Wife
                                                                   Estimated Total Value Today
Matrimonial Home 50%                                 123 Anywhere Lane, Ottawa, Ontario                                       $65,000.00             $65,000.00
Cottage 100%                                         R.R. #3 Way, North Lake, Ontario                                                                $60,000.00
Apartment Building 100%                              4 Falcon Drive, Ottawa, Ontario                                        $300,000.00
                                                                                  172. Totals: Value of Land                $365,000.00             $125,000.00

                                        PART 7(b): GENERAL HOUSEHOLD ITEMS AND VEHICLES
                       Item                                                     Description                                 Husband                    Wife
Household goods                                      Matrimonial Home                                                           $3,000.00              $3,000.00
& furniture                                          Cottage                                                                                           $1,000.00

Cars, boats,                                         Mustang                                                                  $22,000.00
vehicles                                             Honda                                                                    $13,000.00
                                                     Boat and Motor                                                                                  $15,000.00
Jewellery, art,
electronics, tools,                                  Ring, diamond necklace, Cartier watch                                                           $22,300.00
LAW SOCIETY OF UPPER CANADA: NOT TO BE USED OR REPRODUCED WITHOUT PERMISSION                      DIVORCEmate Software Inc. (416) 718-3461 www.divorcemate.com 7.1.04
Form 13B: Net Family Property Statement (page 2)                                                  Court File Number                              04FL1234

sports & hobby,                                      Gold watch                                                             $5,000.00
equipment

Other special                                        Grand piano                                                                                 $15,000.00
items


                                173. Totals: Value of General Household Items and Vehicles                                $43,000.00             $56,300.00

                            PART 7(c): BANK ACCOUNTS AND SAVINGS, SECURITIES AND PENSIONS
              Category                                                                          Account
     (Savings, Checking, GIC,                                  Institution                                              Husband                    Wife
      RRSP, Pensions, etc.)
                                                                                                Number
Joint Chequing                            TD Canada Trust, Branch 48, Ottawa                    999-999                     $1,000.00              $1,000.00
Savings                                   TD Canada Trust, Branch 48, Ottawa                    222-222                                            $6,500.00
                                          Royal Bank, Branch 13, Ottawa                          2828                     $48,000.00
RRSP                                      TD Canada Trust, Branch 48, Ottawa                   12121212                                          $16,000.00
                                          HSBC, Branch 10, Ottawa                               W 6380                      $6,000.00
GIC                                       TD Canada Trust, Branch 48, Ottawa                  12234567-8                                         $20,000.00
                                          Royal Bank, Branch 13, Ottawa                          74540                   $60,000.00
Pension                                   Standard Life                                       JW 456790                  $80,000.00
                                                       174. Totals: Value of Accounts And Savings                       $195,000.00              $43,500.00

                                                 PART 7(d): LIFE AND DISABILITY INSURANCE
  Company, Type &                                                                                Face
                                            Owner                              Beneficiary                              Husband                    Wife
     Policy No.                                                                                Amount ($)




                                     176. Totals: Cash Surrender Value Of Insurance Policies                                      $0.00                  $0.00

                                                          PART 7(e): BUSINESS INTERESTS
                Name of Firm
                                                                                  Interests                             Husband                    Wife
                or Company
Jones, Williams Engineers                            Partnership interest                                                 $75,000.00


                                                             177. Totals: Value Of Business Interests                     $75,000.00                     $0.00

                                                          PART 7(f): MONEY OWED TO YOU
                                                        Details                                                         Husband                    Wife




                                                                        178. Totals: Money Owed To You                            $0.00                  $0.00




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Form 13B: Net Family Property Statement (page 3)                                                 Court File Number                              04FL1234


                                                             PART 7(g): OTHER PROPERTY
                   Category                                                       Details                              Husband                    Wife




                                                                   179. Totals: Value Of Other Property                          $0.00                  $0.00

         180. VALUE OF PROPERTY OWNED ON THE VALUATION DATE, (TOTAL 1)
                                                                                                                       $678,000.00             $224,800.00
                                       (Add: item 172 to item 179 inclusive)



                                         Table 2: Value Of Debts and Liabilities on Valuation Date
                                                 PART 8: DEBTS AND OTHER LIABILITIES
                   Category                                                       Details                              Husband                    Wife
Mortgage- Matrimonial home                           123 Anywhere Lane, Ottawa                                           $45,000.00             $45,000.00
Mortgage-Cottage                                     R.R. #3 Way, North Lake, Ontario                                                           $30,000.00
Mortgage- Apartment                                  3 Falcon Drive, Ottawa                                            $200,000.00
Jones Williams Partnership loan                      Royal Bank, Branch 13, Ottawa                                      $50,000.00
Credit cards                                                                                                            $10,000.00               $2,000.00
                                              181. Totals: Debts And Other Liabilities, (TOTAL 2)                      $305,000.00              $77,000.00


             Table 3: Net Value of Property (Other Than a Matrimonial Home) and Debts on Date of Marriage
                     PART 9: PROPERTY, DEBTS AND OTHER LIABILITIES ON DATE OF MARRIAGE
                                              Category and Details                                                     Husband                    Wife
Land (exclude matrimonial home owned on the date of marriage, unless sold before date of
separation).
                                                                                                                         $50,000.00
General household items and vehicles                                                                                      $3,900.00             $21,000.00
Bank accounts and savings                                                                                                $25,000.00
Life and disability insurance
Business interests
Money owed to you
Other property
                                                                      3(a) TOTAL OF PROPERTY ITEMS                       $78,900.00             $21,000.00
Debts and other liabilities (Specify) Student Loan                                                                                               $3,600.00
                                                                               3(b) TOTAL OF DEBTS ITEMS                      $0.00              $3,600.00
          182. NET VALUE OF PROPERTY OWNED ON DATE OF MARRIAGE, (NET TOTAL 3)                                            $78,900.00             $17,400.00


            Table 4: PART 10: VALUE OF PROPERTY EXCLUDED UNDER SUBS. 4(2) OF “FAMILY LAW ACT”
                                                          Item                                                         Husband                    Wife
Gift or inheritance from third person                                                                                      $5,000.00            $15,000.00
Income from property expressly excluded by donor/testator
Damages and settlements for personal injuries, etc.
Life insurance proceeds
Traced property


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Form 13B: Net Family Property Statement (page 4)                                   Court File Number                              04FL1234

Excluded property by spousal agreement
Other Excluded Property
                     184. TOTALS: VALUE OF EXCLUDED PROPERTY, (TOTAL 4)                                      $5,000.00            $15,000.00

                                             TOTAL 2: Debts and Other Liabilities (item 181)             $305,000.00              $77,000.00
                        TOTAL 3: Value of Property Owned on the Date of Marriage (item 182)               $78,900.00              $17,400.00
                                            TOTAL 4: Value of Excluded Property (item 184)                 $5,000.00              $15,000.00
                                              TOTAL 5: (TOTAL 2 + TOTAL 3 + TOTAL 4)                     $388,900.00             $109,400.00

                                                                                                       HUSBAND                     WIFE
                        TOTAL 1: Value of Property Owned on Valuation Date (item 180)                    $678,000.00             $224,800.00
                                                             TOTAL 5: (from above)                       $388,900.00             $109,400.00
              TOTAL 6: NET FAMILY PROPERTY (Subtract: TOTAL 1 minus TOTAL 5)                             $289,100.00             $115,400.00

                                                                                                     Husband Pays Wife Pays
EQUALIZATION PAYMENTS                                                                                   To Wife   To Husband
                                                                                                           $86,850.00                     $0.00




                                           Signature                                                      Date of signature




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