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Chapter 19

Form 19-6

Include the following notice if the division is filed as part of the record and a minor is named in the caption or the division contains other unredacted sensitive data. See § 6 of the Introduction in volume 1 of this manual concerning protection of sensitive data in filed documents.

NOTICE: THIS DOCUMENT
CONTAINS SENSITIVE DATA

[Petitioner’s/Respondent’s] Suggested Division of Community Property

The items listed are merely examples of some types of prop­erty; more exact descriptions may be appropriate. The num­bering of the community asset categories follows that of the inventory and appraisement in form 7-1. Omit any categories that are not relevant in the particular case.

Description

Value

Petitioner

Respondent

Assets

Real Estate

       1.1                       Residence
       1.2     Rental house
       1.3     Lake lot

 

 

 

Mineral Interests

       2.1     XYZ lease

 

 

 

Bank Accounts

       3.1     Petitioner’s checking account
       3.2     Petitioner’s savings account
       3.3     Respondent’s checking account
       3.4     Respondent’s savings account
       3.5     Certificate of deposit
       3.6     Joint money market account

 

 

 

Brokerage Accounts/Mutual Funds

       4.1     Merrill Lynch
       4.2     Schwab
       4.3     Morgan Stanley
       4.4    Magellan Fund

 

 

 

Publicly Traded Stocks

       5.1      Harley Davidson (1000 shares @                
                     38.3)
       5.2     Crescent Real Estate (500 shares
                           @    27.5)

 

 

 

Stock Options

       6.1    Respondent’s from
                     ABC Corporation

 

 

 

Bonuses

       7.1     Respondent’s from
                     ABC Corporation

 

 

 

Closely Held Business Interests

       8.1     WXY Corporation

 

 

 

Retirement

       9.1     Respondent’s IRA
       9.2     Petitioner’s IRA
       9.3     Respondent’s defined
                     contribution plan
       9.4     Respondent’s 401(k) plan
       9.5     Military benefits
       9.6   Civil service benefits

 

 

 

Other Deferred Compensation Benefits

       10.1   Respondent’s
                     workers’ compensation award

 

 

 

Insurance and Annuities

       11.1        Cash value—Respondent
       11.2     Cash value—Petitioner

 

 

 

Autos and Vehicles

       12.1     2017 Mercedes
       12.2     2016 Lexus
       12 3     Ski boat
       12.4     Jet ski

 

 

 

Receivables and Notes Owed to Spouse(s)

       13.1     Brother-in-law note

 

 

 

Household Furnishings

       14.1     Respondent’s
       14.2     Petitioner’s

 

 

 

Electronics and Computers

       15.1     Respondent’s
       15.2     Petitioner’s

 

 

 

Antiques, Artwork, and Collectibles

       16.1     Oriental rug
       16.2     Grandfather clock
       16.3     Stickley dining room table
       16.4     Waterford crystal

 

 

 

Miscellaneous Sporting Goods

       17.1     Respondent’s
       17.2     Petitioner’s

 

 

 

Clothing, Jewelry, and Personal Items

       18.1    Respondent’s
       18.2     Petitioner’s

 

 

 

Livestock/Animals

       19.1     Four longhorn steers
       19.2     Paint horse
       19.3     Hunting dog (Blondie)

 

 

 

Club Memberships

       20.1     Equinox
       20.2     Country Club

 

 

 

Travel Awards Benefits

       21.1     Delta—Respondent
       21.2     American Airlines—Petitioner

 

 

 

Miscellaneous Assets

       22.1     Cemetery lots
       22.2     Stamp collection
       22.3     Tax refund due
       22.4     Loss carryforwards

 

 

 

Safe-Deposit Boxes

       23.1     Fidelity Bank

 

 

 

Storage Facilities

       24.1     U-Stor-It

 

 

 

Community Reimbursement Claim

       25.1     Against Respondent’s separate estate
       25.2     Against Petitioner’s separate estate

 

 

 

Community Reconstitution Claim

       26.1     For actual fraud by Respondent
       26.2     For constructive fraud by Respondent

 

 

 

Contingent Assets

       27.1     Workers’ compensation claim
       27.2     Insurance claim for medical

 

 

 

Total Net Assets:

 

 

 

Liabilities/Sole and Joint

Consumer Debt

       28.1     Nordstrom
       28.2     Visa (R)
       28.3     Amex (R)
       28.4     Chase Bank (P)

 

 

 

Taxes

       29.1     Federal income taxes
       29.2     Real estate taxes

 

 

 

Legal Fees

       30.1     Attorney’s fees due—Petitioner
       30.2     Attorney’s fees due—Respondent
       30.3     Experts—Petitioner
       30.4     Experts—Respondent

 

 

 

Other Liabilities

       31.1     Loan from Petitioner’s mother
       31.2     Margin loan

 

 

 

Reimbursement Claims against Community

       32.1     By Respondent’s separate estate
       32.2     By Petitioner’s separate estate

 

 

 

Pledges

       33.1     United Way

 

 

 

Contingent Liabilities

       34.1     Respondent’s guaranty of loan
       34.2     Guaranty on daughter’s car loan

 

 

 

Total Liabilities:

 

 

 

Net Community:

 

 

 

Separate Estate

Respondent’s—[itemize by category and general description]

 

 

 

Petitioner’s—[itemize by category and general description]

 

 

 

 

Note: Trial strategy will dictate whether values of separate-property items should be shown.