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Marital Balance Sheet _Excel_ - 702-DIVORCE

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Marital Balance Sheet _Excel_ - 702-DIVORCE Powered By Docstoc
					                                                                                             ec20630a-44b3-4932-8656-7e669f9f0c11.xls/PCPD

                                                             LIN & ASSOCIATES
                                                                 702-DIVORCE

                                                              Marital Balance Sheet

                                                                 Blank v Blank



                            7/25/11 3:36 AM                                                   PROPERTY VALUE
                                                     VALUED      VALUE                      COMMUNITY            SEPARATE
                ITEM                                    BY       DATE        TOTAL       HUSBAND   WIFE       HUSBAND   WIFE
                       ASSETS:
                       CASH AND CASH EQUIVALENTS
                 1     INTENTIONALLY LEFT BLANK
                 2
                 3
                 4
                 5
                 6
                 7
                 8
                         Subtotal                                                    0         0          0         0          0


                       INVESTMENTS
                 9
                 10
                 11
                 12
                         Subtotal                                                    0         0          0         0          0


                       BUSINESS INTERESTS
                 13
                 14
                 15
                 16
                         Subtotal                                                    0         0          0         0          0


                       RECEIVABLES & DEPOSITS; FUNDS HELD IN TRUST
                 17
                 18
                         Subtotal                                                    0         0          0         0          0


                       REAL PROPERTY, INCLUDING LEASES; WATER RIGHTS; ETC.
                 19
                 20
                 21
                         Subtotal                                                    0         0          0         0          0


                       AUTOS & ALL OTHER VEHICLES
                 22
                 23
                 24
                 25
                         Subtotal                                                    0         0          0         0          0


                       EQUIPMENT, TOOLS AND MACHINERY
                 26
                 27
                 28
                         Subtotal                                                    0         0          0         0          0


                       DISSIPATION; WASTE




_____________
Husband

_____________
Wife                                                                 PCPD                                                          Page 1
                                                                                                 ec20630a-44b3-4932-8656-7e669f9f0c11.xls/PCPD

                                                                   Blank v Blank



                            7/25/11 3:36 AM                                                       PROPERTY VALUE
                                                       VALUED      VALUE                        COMMUNITY            SEPARATE
                ITEM                                     BY        DATE          TOTAL       HUSBAND   WIFE       HUSBAND   WIFE
                 29
                 30
                 31
                         Subtotal                                                        0         0          0         0          0


                       PERSONAL PROPERTY, INCLUDING INTELLECTUAL PROPERTY; TRADEMARKS; PATENTS; ETC.
                32
                33
                34
                35
                36
                37
                38
                39
                40
                         Subtotal                                                        0         0          0         0          0


                       CASH VALUE OF LIFE INSURANCE
                 41
                 42
                         Subtotal                                                        0         0          0         0          0


                       RETIREMENT ACCOUNTS
                 43
                 44
                 45
                 46
                 47
                         Subtotal                                                        0         0          0         0          0
                                                  TOTAL ASSETS                           0         0          0         0          0


                       LIABILITIES:
                       LONG TERM DEBT
                 48
                 49
                 50
                 51
                 52
                         Subtotal                                                        0         0          0         0          0


                       ALL OTHER LIABILITIES: CREDIT CARDS; FEES; STORE ACCOUNTS; PERSONAL LOANS; CAR LOANS; ETC.
                 53
                 54
                 55
                 56
                 57
                 58
                 59
                 60
                 61
                 62
                 63
                 64
                 65
                 66
                         Subtotal                                                        0         0          0         0          0


                                                      TOTAL LIABILITIES                  0         0          0         0          0


                                                      NET EQUITY                         0         0          0         0          0


_____________                                         EQUALIZING NOTE                              0          0
Husband

_____________
Wife                                                                      PCPD                                                         Page 2
                                                                           ec20630a-44b3-4932-8656-7e669f9f0c11.xls/PCPD

                                                    Blank v Blank



                       7/25/11 3:36 AM                                      PROPERTY VALUE
                                          VALUED    VALUE                 COMMUNITY            SEPARATE
                ITEM                        BY      DATE       TOTAL   HUSBAND   WIFE       HUSBAND   WIFE

                                         EQUALIZED EQUITY                    0          0




_____________
Husband

_____________
Wife                                                    PCPD                                                     Page 3
Tab: NDI                                       EXCEL\DIVORCE\ec20630a-44b3-4932-8656-7e669f9f0c11.xls



                         SAMPLE v SAMPLE
                   SCHEDULE OF MONTHLY EXPENSES
                                        7/25/2011 3:36
 LINE
   #                 DESCRIPTION                     His          Hers        AMOUNT
        INCOME(annual):
  1     His Salary                                                                   $0
  2     Her Salary                                                                    0
  3     Investment Income                                                             0
  4     Alimony
                                                             0           0             0
        TAXES & CHILD SUPPORT (annual):
  5     FICA / Self-employment tax                                       0             0
  6     Income Tax                                        3,032      3,430         6,462
  7     Child Support

  8     NET DISPOSABLE INCOME- Annual                    $3,032     $3,430        $6,462
  9     NET DISPOSABLE INCOME - Monthly                     253        286           538

        EXPENSES:
  10    Mortgage
              Rent                                                                     0
              First Mortgage                                                           0
              Second Mortgage                                                          0
              Insurance                                                                0
              Taxes                                                                    0
  11    Utilities
              Gas                                                                      0
              Electric                                                                 0
              Water                                                                    0
              Refuse                                                                   0
              Telephone & Cellular                                                     0
  12    Health costs:
              Insurance                                                                0
              Medical                                                                  0
              Dental                                                                   0
              Optical                                                                  0
              Psychotherapy                                                            0
  13    Transportation:
              Payment/Lease Cost                                                       0
              Insurance                                                                0
              Gas & oil                                                                0
              Repair, tires, & maintenance                                             0
  14    Clothing:
              Self                                                                     0
              Cleaning                                                                 0
  15    Child care                                                                     0
  16    Food: grocery & dining out                                                     0
  17    Recreation                                                                     0


                            Prepared by CPA Solely for Testimony in this Matter               Page 4
Tab: NDI                                      EXCEL\DIVORCE\ec20630a-44b3-4932-8656-7e669f9f0c11.xls



                         SAMPLE v SAMPLE
                   SCHEDULE OF MONTHLY EXPENSES
                                      7/25/2011 3:36
 LINE
   #                  DESCRIPTION                   His          Hers        AMOUNT
            Vacation & travel                                                         0
            Workout & tanning                                                         0
  18    Other
            Personal grooming, nails & hair                                           0
            Storage unit                                                              0
            Cable                                                                     0
            Furniture & household furnishings                                         0
            Gardener                                                                  0
            Church dues & charitable contributions                                    0
            House maintenance & repairs - carpet                                      0
            furnance, appliance, garage opener, air                                   0
            Contingency                                                               0
        Subtotal Before Other Debt Payments               0             0             0

  19    Credit Card And Other Debt Payments
            Priority credit line                                                      0
            American Express                                                          0
            BofA Mastercard                                                           0
            Citibank VISA                                                             0
            Discover                                                                  0
            Macys                                                                     0
            Mervyns                                                                   0
            Weinstocks                                                                0
            Sears                                                                     0
  20    Total Credit Card and Other Debt                  0             0             0

  21    Total Monthly Expenses and Debt Payments          0             0             0

  22    INCOME LESS EXPENSES                              $0            $0         $0




                           Prepared by CPA Solely for Testimony in this Matter               Page 5
Tab: Comparable NDI                              EXCEL\DIVORCE\ec20630a-44b3-4932-8656-7e669f9f0c11.xls



                                   BLANK v BLANK
SCHEDULE OF COMPARABLE NET DISPOSABLE ANNUAL INCOME
          and MONTHLY INCOME AND EXPENSES
                         7/25/2011 3:36
LINE #                  DESCRIPTION                  HIS      HERS/CHILDREN         AMOUNT
         INCOME(annual):
  1          Husband's salary                                                             $0
  2          Wife's salary                                                                 0
  3          Other Income                                                                  0
  4          Investment income                                                             0
  5          Alimony                                                                       0
         TAXES & CHILD SUPPORT (annual):
   6         Social Security (FICA)                   (3,359)              0          (3,359)
   7                                                 13,650
             Income Tax (children's exemptions to wife)                7,635          21,285
   8         Child Support
   9     NET DISPOSABLE INCOME- Annual              $10,291           $7,635          $17,925
  10     PERCENTAGE OF NDI                           57.41%           42.59%          100.00%
  11     NET DISPOSABLE INCOME- Monthly                 $858            $636            1,494

         EXPENSES:
  12     Mortgage
               Rent                                                                          0
               First Mortgage                                                                0
               Second Mortgage                                                               0
               Insurance                                                                     0
               Taxes                                                                         0
               Homeowners Assessment                                                         0
  13     Utilities                                                                           0
               Gas                                                                           0
               Electric                                                                      0
               Water                                                                         0
               Refuse                                                                        0
               Telephone & Cellular                                                          0
               Cable                                                                         0
  14     Health costs:                                                                       0
               Insurance                                                                     0
               Medical                                                                       0
                Dental                                                                       0
               Optical                                                                       0
               Medicine and medical supplies                                                 0
               Physical therapy/chiropractor                                                 0
               Psychotherapy                                                                 0
  15     Life Insurance                                                                      0
  16     Transportation:                                                                     0
               Payments to Purchase/Lease Cost                                               0
               Insurance                                                                     0
               Gas & oil (his paid for by business)                                          0
               Repair, tires, & maintenance                                                  0


                             Prepared by CPA Solely for Testiomony in this Matter                Page 6
Tab: Comparable NDI                          EXCEL\DIVORCE\ec20630a-44b3-4932-8656-7e669f9f0c11.xls



                               BLANK v BLANK
SCHEDULE OF COMPARABLE NET DISPOSABLE ANNUAL INCOME
          and MONTHLY INCOME AND EXPENSES
                       7/25/2011 3:36
LINE #                 DESCRIPTION                   HIS   HERS/CHILDREN        AMOUNT
  17 Clothing:                                                                           0
           Self/Children                                                                 0
           Cleaning                                                                      0
           Personal grooming & maintenance                                               0
           Jewelry, watches & accessories                                                0
  18 Food: grocery & dining out                                                          0
  19 Recreation/Entertainment                                                            0
           Entertainment                                                                 0
           Video Tapes/Periodicals                                                       0
           Vacation & travel - Annual Vacation                                           0
           Sports activities                                                             0
       Children's entertainment/recreation
           Sports                                                                        0
           Sports clothing/equipment/costumes                                            0
           Toys/video games/electronic equipment                                         0
           Lessons                                                                       0
           Travel (parent)                                                               0
  20 Horse Expenses
           Horse Care/Vetenerian/shoeing                                                 0
           Horse Feed and Bedding                                                        0
           Horse Show Expenses                                                           0
           Horse Training                                                                0
  21 Other
           Furniture & household furnishings                                             0
           House maintenance & repairs - carpet                                          0
             furnance, appliance, garage opener, air                                     0
           House Lawn and pool care                                                      0
           Housekeeper                                                                   0
           Child care                                                                    0
           Misc & unforseen expenses - 5%                0             0                 0
  22 Subtotal Before Other Debt Payments                 0             0                 0

  23   Credit Card And Other Debt Payments
                                                                                         0
                                                                                         0
                                                                                         0
                                                                                         0
  24   Total Credit Card and Other Debt                 0                 0              0

  25   Total Monthly Expenses and Debt Payments         0                 0              0

  26   INCOME LESS EXPENSES                          $858              $636       $1,494




                         Prepared by CPA Solely for Testiomony in this Matter                Page 7

				
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