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.

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.

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.