Client Name:
Marital Property Inventory Worksheet
We will need the following information in preparing your divorce proceedings. Please answer all questions; if a question does not apply, please mark it “N/A.” Please do not hesitate to ask if you have any questions. If more pages are required for any category of asset, please attach additional pages.
NOTICE OF CONFIDENTIALITY
The contents of this document constitute attorney work product, are confidential, and are not to be disclosed to third persons other than those to whom disclosure is made in furtherance of the rendition of professional legal services.
1. Real Estate
(Include any property purchased by contract for deed, such as Texas Veterans Land Board property, property purchased in recreational developments, and time-shares.)
1.1 Home Owned:
Street address:
County of location:
General description:
Legal description:
Current fair market value: $ ____________as of
Sources of value (i.e., local appraisal district, independent appraisal)
Exact name of mortgage company and account number, if any:
Current balance of mortgages: $
a.First mortgage
Name of lienholder and account number:
Current balance of lien: $ ____________as of
Monthly payment: $ ____________Due date: __________Interest rate:
b.Second lien
Name of second lienholder and account number:
Current balance of second lien: $ ____________as of
Monthly payment: $ ____________Due date: __________Interest rate:
Current net equity in property: $
Date property was acquired:
Amount of purchase price: $
Down payment and source of down payment: $
Exact name on title:
Who lives in the house now?
Who wishes to live in the house after the divorce?
Comments:
1.2 Other Real Estate:
General description:
Location:
Description of improvements, if any:
Source(s) of value (i.e., local appraisal district, independent appraisal)
Legal description:
Other owners:
Date acquired: __________________Total cost: $
Amount of purchase price: $
Record title owner:
Down payment and source of down payment: $
First lienholder:
Address:
Monthly payment: $ ______________Due date: ____________Interest rate:
Balance due: $ ____________as of
Second lienholder:
Address:
Monthly payment: $ ______________Due date: ____________Interest rate:
Balance due: $ ____________as of
1.3 Transfer on Death Deeds
If you have signed a transfer on death deed in favor of your spouse, please specifically
identify the real property above that is affected by the deed.
2. Mineral Interests
(Include any property in which the parties own the mineral estate, separate and apart from the surface estate, such as oil and gas leases; also include royalty interests, working interests, and producing and nonproducing oil and gas wells.)
a.Name of mineral interest/lease/well:
Type of interest:
County of location:
Legal description:
Name of producer or operator:
Current value: $
Source(s) of value:
b.Name of mineral interest/lease/well:
Type of interest:
County of location:
Legal description:
Name of producer or operator:
Current value: $
Source(s) of value:
3. Cash and Accounts with Financial Institutions
(Include cash, traveler’s checks, money orders, and accounts with commercial banks, savings and loan associations, and credit unions; exclude accounts with brokerage houses and all retirement accounts.)
3.1 Checking Accounts:
a.Name of financial institution:
Address:
Account officer:
Account number:
Account name:
Type of account:
Name(s) on withdrawal cards:
Current balance: $ ____________as of
Source(s) of value/balance:
When account opened:
Source of funds:
Use of account:
b.Name of financial institution:
Address:
Account officer:
Account number:
Account name:
Type of account:
Name(s) on withdrawal cards:
Current balance: $ ____________as of
Source(s) of value/balance:
When account opened:
Source of funds:
Use of account:
c.Name of financial institution:
Address:
Account officer:
Account number:
Account name:
Type of account:
Name(s) on withdrawal cards:
Current balance: $ ____________as of
Source(s) of value/balance:
When account opened:
Source of funds:
Use of account:
3.2 Savings Accounts:
a.Name of financial institution:
Address:
Account officer:
Account number:
Account name:
Type of account:
Name(s) on withdrawal cards:
Current balance: $ ____________as of
Source(s) of value/balance:
When account opened:
Source of funds:
Use of account:
Pledged: __________________To:
Reason:
b.Name of financial institution:
Address:
Account officer:
Account number:
Account name:
Type of account:
Name(s) on withdrawal cards:
Current balance: $ ____________as of
Source(s) of value/balance:
When account opened:
Source of funds:
Use of account:
Pledged: __________________To:
Reason:
3.3 Certificates of Deposit:
a.Name of financial institution:
Address:
Account officer:
Phone:
C.D. in the name of:
Amount of C.D.: $ ____________Interest rate:
Source(s) of value/balance:
When purchased: __________________When due:
Where is C.D. now?
Source of funds:
Pledged: __________________To:
Reason:
b.Name of financial institution:
Address:
Account officer:
Phone:
C.D. in the name of:
Amount of C.D.: $ ____________Interest rate:
Source(s) of value/balance:
When purchased: __________________When due:
Where is C.D. now?
Source of funds:
Pledged: __________________To:
Reason:
4. Brokerage and Mutual Fund Accounts
a.Name of brokerage firm or mutual fund:
Address of brokerage firm or mutual fund:
Name(s) account held in:
Name of account (and subaccounts, if any):
Account number (and numbers of subaccounts, if any):
Margin loan balance: $____________as of
Value of community interest in each account (and subaccounts, if any):
$ ____________as of
Source(s) of value/balance:
Tax basis of each security held: $
b.Name of brokerage firm or mutual fund:
Address of brokerage firm or mutual fund:
Name(s) account held in:
Name of account (and subaccounts, if any):
Account number (and numbers of subaccounts, if any):
Margin loan balance: $____________as of
Value of community interest in each account (and subaccounts, if any):
$ ____________as of
Source(s) of value/balance:
Tax basis of each security held: $
5. Publicly Traded Stocks, Bonds, and Other Securities
(Include securities not in a brokerage account, mutual fund, or retirement fund.)
5.1 Stocks:
a.Name of security:
Number of shares:
Type of security (common stock, preferred stock, bond, or other description):
Certificate numbers:
Location of certificates:
Name of exchange on which listed:
Pledged as collateral? ___ yes ___ no
If yes, explain terms, to whom pledged, and other details surrounding pledge of securities as collateral:
Date acquired:
Tax basis: $
Current market value: $ ____________as of
Source(s) of value:
Value of community interest: $ ____________as of
5.2 Bonds:
a.Name of issuer:
Address:
Serial number of bond: __________________Denomination:
Date acquired:
Cost: $ ____________Value: $ ____________as of
Source(s) of value:
Value of community interest: $ ____________as of
Registered owner:
Source of funds:
Interest rate: ________ Interest payable:
Convertible: __________________Due date:
Pledged: __________________To:
Reason:
6. Employee Stock Benefit Plans
(Include all stock options (qualified and nonqualified), restricted stock awards (RSAs), restricted stock units (RSUs), and Employee Stock Purchase Plans.)
6.1Stock Options (include all stock options, whether exercisable, nonexercisable, vested, nonvested, transferable, or nontransferable, regardless of any restrictions on transfer, but if the stock was once an option and is currently owned without restrictions, list that stock in section 5. above)
a.Name of company:
Date of option or grant:
Number of options:
Vesting schedule:
Are the options exercisable? __________ Are the options registered?
Current stock price: $ ____________ as of
Strike price: $
Current net market value: $ ____________ as of
Source(s) of value:
Value of community interest: $ ____________ as of
If purchased, total purchase price of option contract (including commissions):
$
b.Name of company:
Date of option or grant:
Number of options:
Vesting schedule:
Are the options exercisable? __________ Are the options registered?
Current stock price: $ ____________as of
Strike price: $
Current net market value: $ ____________as of
Source(s) of value:
Value of community interest: $ ____________as of
If purchased, total purchase price of option contract (including commissions):
$
6.2Restricted Stock (include all restricted stock awards and restricted stock units regardless of any restrictions on transfer, but if the stock was once restricted and currently owned without restrictions, list that stock in section 5. above)
a.Name of company:
Date of award/grant:
Number of shares/units:
Vesting schedule:
Current stock price: $ ____________ as of
Current net market value: $ ____________ as of
Value of community interest: $ ____________ as of
Source(s) of value:
b.Name of company:
Date of award/grant:
Number of shares/units:
Vesting schedule:
Current stock price: $ ____________as of
Current net market value: $ ____________as of
Value of community interest: $ ____________as of
Source(s) of value:
6.3Employee Stock Purchase Plans
a.Name of company:
Number of shares/units:
Current stock price: $ ____________ as of
Current net market value: $ ____________ as of
Value of community interest: $ ____________ as of
Source(s) of value:
b.Name of company:
Number of shares/units:
Current stock price: $ ____________as of
Current net market value: $ ____________as of
Value of community interest: $ ____________as of
Source(s) of value:
7. Bonuses
a.Name of company:
Spouse earning bonus:
Date bonus expected to be paid:
Time period covered by bonus:
Anticipated amount of bonus: $
Source(s) of value:
b.Name of company:
Spouse earning bonus:
Date bonus expected to be paid:
Time period covered by bonus:
Anticipated amount of bonus: $
Source(s) of value:
8. Closely Held Business Interests
(Include sole proprietorships, professional practices, corporations, partnerships, limited liability companies and partnerships, joint ventures, and other nonpublicly traded business entities.)
a.Name of business:
Address of business:
Type of business organization:
Percentage of ownership (if partnership or LLC):
Number of shares owned (if corporation):
Members in business:
Annual income from business: $
Type of business:
Date business began:
Source of funds in business:
Value of interest: $ ____________as of
Source(s) of value:
Is there a written organizational agreement?
Assets owned by business (include financial accounts, real property, vehicles, equipment, etc. owned by the business):
Comments:
9. Retirement Benefits
9.1 Defined Contribution Retirement Plans (a plan that provides for an individual account for a participant and for benefits based solely on the amount contributed to the participant’s account, such as 401(k), Thrift Plans, etc.):
a.Exact name of plan:
Name and address of plan administrator:
Employee spouse:
Employer:
Starting date of creditable service:
Account name:
Account number:
Account balance as of date of marriage: $
Payee of survivor benefits:
Has beneficiary been designated? ___ yes ___ no
If so, identify beneficiary(ies):
Current balance: $ ____________as of
Source(s) of value/balance:
Value of community interest in plan: $ ____________as of
Current loan balance: $ ____________as of
9.2 Defined Benefit Retirement Plans or Pensions (any plan that is not a defined contribution plan and that usually involves payment of benefits according to a formula):
a.Exact name of plan:
Name and address of plan administrator:
Employee spouse:
Employer:
Starting date of creditable service:
Designated beneficiary(ies):
Payee of survivor benefits:
Description of benefits:
Current balance: $ ____________as of
Source(s) of value/balance:
Value of community interest in plan: $ ____________as of
9.3 IRA/SEP:
a.Name of financial institution:
Account name:
Account number:
Payee of survivor benefits:
Designated beneficiary(ies):
Current account balance: $ ____________as of
Source(s) of value/balance:
Value of community interest in plan: $ ____________as of
b.Name of financial institution:
Account name:
Account number:
Payee of survivor benefits:
Designated beneficiary:
Current account balance: $ ____________as of
Source(s) of value/balance:
Value of community interest in plan: $ ____________as of
9.4 Military Retirement Benefits:
a.Branch of service:
Name of servicemember:
Rank/pay grade of servicemember:
Starting date of creditable service:
Status of servicemember (active, reserve, or retired):
Payee of survivor benefits:
Description of benefits:
Monthly benefit payable: $
Source(s) of value:
Value of community interest in plan: $ ____________as of
Percentage of plan that is community: __________%
9.5 Nonqualified Plans (Not under ERISA):
a.Name of financial institution:
Account name:
Account number:
Account balance as of date of marriage: $
Payee of survivor benefits:
Has beneficiary been designated? ___ yes ___ no
If so, identify beneficiary(ies):
Value of community interest in plan: $ ____________as of
Source(s) of value:
9.6 Government Benefits (civil service, teacher, railroad, state, and local):
a.Name of plan:
Account name:
Account number:
Account balance as of date of marriage: $
Has beneficiary been designated? ___ yes ___ no
If so, identify beneficiary(ies):
Value of community interest in plan: $ ____________as of
Source(s) of value:
10. Other Deferred Compensation Benefits
(Examples include workers’ compensation, disability benefits, other “special payments,” and any other forms of compensation.)
10.1 Yours:
a.Description of assets:
Value: $
Source(s) of value:
10.2 Your Spouse’s:
a.Description of assets:
Value: $
Source(s) of value:
11. Insurance and Annuities
11.1 Life Insurance:
a.Name of insurance company:
Policy number:
Name of insured:
Name of owner:
Type of insurance (term/whole/universal):
Amount of premiums: $ ____________ (monthly/quarterly/semiannually)
Date of issue:
Face amount: $
Cash surrender value on date of marriage: $
Current cash surrender value: $
Source(s) of value:
Designated beneficiary(ies):
Balance of loan against policy, if any: $
Value of community interest: $ ______________ as of
b.Name of insurance company:
Policy number:
Name of insured:
Name of owner:
Type of insurance (term/whole/universal):
Amount of premiums: $ ____________ (monthly/quarterly/semiannually)
Date of issue:
Face amount: $
Cash surrender value on date of marriage: $
Current cash surrender value: $
Source(s) of value:
Designated beneficiary(ies):
Balance of loan against policy, if any: $
Value of community interest: $ ______________ as of
11.2 Annuities:
a.Name of company:
Policy number:
Name of annuitant:
Name of owner:
Type of annuity:
Amount of premiums: $ ____________ (monthly/quarterly/semiannually)
Date of issue:
Face amount: $
Designated beneficiary(ies):
Value on date of marriage: $
Current value: $ ____________ as of
Source(s) of value:
Balance of loan against policy, if any: $
Value of community interest: $ ____________ as of
11.3 Health Savings Accounts:
a.Institution holding account:
Account number:
Value of assets in account: $ ____________as of
Source(s) of value/balance:
Name of high-deductible health plan with which the HSA is coupled:
11.4 Medical Savings Accounts:
a.Institution holding account:
Account number:
Value of assets in account: $ ____________as of
Source(s) of value/balance:
Name of high-deductible health plan with which the MSA is coupled:
12. Motor Vehicles, Boats, Airplanes, Cycles, Etc.
(Include mobile homes, trailers, and recreational vehicles, but do not include vehicles owned by a business entity.)
12.1 Vehicles Owned:
a.Year: __________________Make: __________________Model:
Name on title:
In possession of:
Vehicle identification number:
Current fair market value: $
Source(s) of value:
Does vehicle have loan against it? ____ yes ____ no
If yes, state:
Exact name of creditor:
Current balance: $ ____________as of
Current net equity in vehicle: $ ____________Date acquired:
Source of down payment:
Who drives the vehicle?
b.Year: __________________Make: __________________Model:
Name on title:
In possession of:
Vehicle identification number:
Current fair market value: $
Source(s) of value:
Does vehicle have loan against it? ____ yes ____ no
If yes, state:
Exact name of creditor:
Current balance: $ ____________as of
Current net equity in vehicle: $ ____________Date acquired:
Source of down payment:
Who drives the vehicle?
c.Year: __________________Make: __________________Model:
Name on title:
In possession of:
Vehicle identification number:
Current fair market value: $
Source(s) of value:
Does vehicle have loan against it? ____ yes ____ no
If yes, state:
Exact name of creditor:
Current balance: $ ____________as of
Current net equity in vehicle: $ ____________Date acquired:
Source of down payment:
Who drives the vehicle?
13. Money Owed to Me or My Spouse
(Include any expected federal or state income tax refund, but do not include receivables connected with a business entity.)
a.Name of debtor:
Debtor’s relationship to you:
Purpose of loan:
Is debt evidenced in writing? ___ yes ___ no
Is debt secured? ___ yes ___ no
If so, detail security:
Is debt reasonably expected to be paid? ___ yes ___ no
Current loan balance: $ ____________as of
Balance of any accounts receivable: $
Source(s) of value/balance:
b.Name of debtor:
Debtor’s relationship to you:
Purpose of loan:
Is debt evidenced in writing? ___ yes ___ no
Is debt secured? ___ yes ___ no
If so, detail security:
Is debt reasonably expected to be paid? ___ yes ___ no
Current loan balance: $ ____________ as of
Balance of any accounts receivable: $
Source(s) of value/balance:
14. Household Furniture, Furnishings, and Fixtures
State your opinion of the fair market value of the household furniture, furnishings, and fixtures. Fair market value is not necessarily the cost or the replacement value. If you expect a dispute about the division of this property, you may want to attach an itemized list of major items by room. If you or your spouse will contend that any of the property was owned before your marriage or acquired during the marriage by gift or inheritance, please so indicate.
14.1 In Your Possession (attach separate sheet(s) by room if necessary):
Fair market value: $
Source(s) of value:
14.2 In Your Spouse’s Possession (attach separate sheet(s) by room if necessary):
Fair market value: $
Source(s) of value:
15. Electronics and Computers
15.1 In Your Possession:
Fair market value: $
Source(s) of value:
15.2 In Your Spouse’s Possession:
Fair market value: $
Source(s) of value:
16. Antiques, Artwork, and Collections
(Include any works of art, such as paintings, tapestry, rugs, and coin or stamp collections.)
16.1 In Your Possession:
Fair market value: $
Source(s) of value:
16.2 In Your Spouse’s Possession:
Fair market value: $
Source(s) of value:
17. Miscellaneous Sporting Goods and Firearms
17.1 In Your Possession:
Fair market value: $
Source(s) of value:
17.2 In Your Spouse’s Possession:
Fair market value: $
Source(s) of value:
18. Jewelry and Other Personal Items
(List major items and state value.)
18.1 In Your Possession:
Fair market value: $
Source(s) of value:
18.2 In Your Spouse’s Possession:
Fair market value: $
Source(s) of value:
19. Livestock and Pets
(Include cattle, horses, frozen semen or embryos, dogs, cats, and so forth.)
19.1 In Your Possession:
Fair market value: $
Source(s) of value:
19.2 In Your Spouse’s Possession:
Fair market value: $
Source(s) of value:
20. Club Memberships
a.Name of club:
Name membership held in:
Account number:
Current value: $ ____________as of
Source(s) of value:
21. Travel Award Benefits
(Include frequent-flyer mileage accounts.)
a.Name of airline:
Account number:
Name on account:
Current number of miles or points: __________________as of
Value (if any): $
Source(s) of value:
22. Other Assets
22.1 Miscellaneous Assets
(Include intellectual property (such as musical, literary, and artistic/creative works; discoveries and inventions; copyright, trademarks, patents, and so forth), licenses, crops, farm equipment, construction equipment, tools, leases, cemetery lots, gold or silver coins not part of a collection described elsewhere in this document, estimated tax payments, tax overpayments, loss carry-forward deductions, lottery tickets/winnings, stadium bonds, stadium seat licenses, seat options, season tickets, ranch brands, and business names.)
22.1.A. In your possession:
Fair market value: $
Source(s) of value:
22.1.B. In your spouse’s possession:
Fair market value: $
Source(s) of value:
22.2 Digital Assets
(Anything that exists in digital form, that is, data in the form of binary digits, including such items as Bitcoin or other forms of cryptocurrency, e-mail addresses, social network accounts, websites, domain names, digital media such as pictures, music, e-books, movies, and videos, blogs, reward points, digital storefronts, artwork, and data storage accounts.)
22.2.A. In your possession:
Fair market value: $
Source(s) of value:
22.2.B. In your spouse’s possession:
Fair market value: $
Source(s) of value:
22.3 Virtual Assets
(Intangibles used in virtual worlds or MMORPGs (massively multiplayer online role playing games), virtual pets, avatars, accessories for characters, prizes, virtual real estate, or virtual currency.)
22.3.A. In your possession:
Fair market value: $
Source(s) of value:
22.3.B. In your spouse’s possession:
Fair market value: $
Source(s) of value:
22.4 Tax Assets
(Tax refunds, estimated tax payments, carryovers, carryforwards, etc.)
22.4.A. Income tax refunds
Income tax year for the refund:
Amount of income tax refund: $
22.4.B. Estimated tax payments
Applicable income tax year:
Amount of estimated payments made: $
22.4.C. Income tax carryover or carryforward
Applicable income tax year:
Amount of income tax carryover/carryforward: $
23. Safe-Deposit Boxes
a.Name of financial institution or other depository:
Box number:
Names of persons who have access to contents:
Items in safe-deposit box:
Value of items in safe-deposit box:
Source(s) of value:
b.Name of financial institution or other depository:
Box number:
Names of persons who have access to contents:
Items in safe-deposit box:
Value of items in safe-deposit box:
Source(s) of value:
24. Storage Facilities
a.Name of facility:
Address of facility:
Unit number:
Length of lease:
Terms of lease:
Names of persons who have access to contents:
Items in storage unit:
Value of items in storage unit:
Source(s) of value:
b.Name of facility:
Address of facility:
Unit number:
Length of lease:
Terms of lease:
Names of persons who have access to contents:
Items in storage unit:
Value of items in storage unit:
Source(s) of value:
25. Community Claims for Reimbursement
25.1 Reimbursement Claim against Your Separate Estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of value:
25.2 Reimbursement Claim against Your Spouse’s Separate Estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of value:
26. Reconstitution of the Community Estate for Fraud or Waste
26.1 Your Claim for Reconstitution of the Community Estate:
Description of basis of claim:
Value: $
Source(s) of value:
26.2 Your Spouse’s Claim for Reconstitution of the Community Estate:
Description of basis of claim:
Value: $
Source(s) of value:
27. Contingent Assets
(For example, lawsuits by either party against a third party.)
Nature of claim:
Amount of claim:
Source(s) of value:
Legal representative, if any:
Address:
Cause number:
Court where case is pending:
Name of opposing attorney, if any:
Address:
28. Sole and Joint Liabilities
28.1 Credit Cards and Charge Accounts:
a.Name of creditor:
Account number:
Name(s) on account:
Current balance: $ ____________as of
Balance as of date of separation: $
Balance on date of marriage: $
Who charged what on this account?
Who will be responsible after divorce?
Source(s) of balance:
b.Name of creditor:
Account number:
Name(s) on account:
Current balance: $ ____________as of
Balance as of date of separation: $
Balance on date of marriage: $
Who charged what on this account?
Who will be responsible after divorce?
Source(s) of balance:
c.Name of creditor:
Account number:
Name(s) on account:
Current balance: $ ____________as of
Balance as of date of separation: $
Balance on date of marriage: $
Who charged what on this account?
Who will be responsible after divorce?
Source(s) of balance:
d.Name of creditor:
Account number:
Name(s) on account:
Current balance: $ ____________as of
Balance as of date of separation: $
Balance on date of marriage: $
Who charged what on this account?
Who will be responsible after divorce?
Source(s) of balance:
28.2 Federal, State, and Local Tax Liability:
28.2.A. Amount owed in any previous tax year(s):
Year(s) and amount(s) owed:
Description of liability, such as federal income tax, property taxes:
Source(s) of amount owed:
28.2.B. Amount owed for current year:
Amount owed: $
Source(s) of amount owed:
28.3 Attorney’s Fees in This Case:
a.You: $ ____________as of
b.Your spouse: $ ____________as of
28.4 Other Professional Fees in This Case:
a.You: $ ____________as of
b.Your spouse: $ ____________as of
28.5 Other Liabilities Not Otherwise Listed Elsewhere in This Document:
Name of creditor:
Name(s) on account:
Account number:
Is loan evidenced in writing?
Margin account balances:
Party incurring liability:
Party actually signing:
Current balance: $ ____________as of
Source(s) of balance:
Security, if any:
28.6 Reimbursement Claims against Community Estate:
28.6.A. Reimbursement claim by your separate estate against community estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of amount:
28.6.B. Reimbursement claim by your spouse’s separate estate against community estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of amount:
28.7 Pledges: (include charitable, church, and school related):
Name of recipient:
Address of recipient:
Date of pledge:
Total amount of pledge: $
Is pledge payable in installments?
If payable in installments, date each installment payment is due:
If payable in installments, amount of each installment: $
28.8 Contingent Liabilities (for example, lawsuit against either party, guaranty either party may have signed):
Name of creditor:
Name of person primarily liable:
Amount of contingent liability: $
Source(s) of balance:
Nature of contingency:
29. Your Separate Assets
(Generally defined as assets owned before marriage or assets acquired during marriage by gift or inheritance or as a result of personal injury; may include real property, mineral interests, cash and financial accounts, brokerage and mutual fund accounts, stocks, bonds, other securities, stock options, bonuses, closely held business interests, retirement benefits, deferred compensation benefits, insurance and annuities, vehicles, boats, airplanes, cycles, notes receivable, household furnishings, electronics, antiques, art, miscellaneous sporting goods and firearms, jewelry and other personal items, livestock, club memberships, travel awards, miscellaneous assets, digital assets, virtual assets, and contingent assets.)
29.1 General Assets:
a.Description of asset:
Date property acquired:
How acquired: (for example, by gift, by devise, by descent, or owned before marriage):
Value: $ ____________as of
Source(s) of value:
29.2 Your Separate Reimbursement Claim against Community Estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of value:
29.3 Your Separate Reimbursement Claim against Your Spouse’s Separate Estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of value:
30. Liabilities of Your Separate Estate
30.1 General Liabilities:
a.Description of liability:
Date of liability:
How liability acquired:
Amount of liability: $ ____________as of
Source(s) of amount:
30.2 Your Spouse’s Separate Reimbursement Claim against Your Separate Estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of value:
30.3 Community Reimbursement Claim against Your Separate Estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of value:
31. Your Spouse’s Separate Assets
(See general definition of separate assets preceding item 29.1.)
31.1 General Assets:
a.Description of asset:
Date property acquired:
How acquired: (for example, by gift, by devise, by descent, or owned before marriage):
Value: $ ____________as of
Source(s) of value:
31.2 Your Spouse’s Separate Reimbursement Claim against Community Estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of value:
31.3 Your Spouse’s Separate Reimbursement Claim against Your Separate Estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of value:
32. Liabilities of Your Spouse’s Separate Estate
32.1 General Liabilites:
a.Description of liability:
Date of liability:
How liability acquired:
Amount of liability: $ ____________as of
Source(s) of amount:
32.2 Your Separate Reimbursement Claim against Your Spouse’s Separate Estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of value:
32.3 Community Reimbursement Claim against Your Spouse’s Separate Estate: (See section entitled “Reimbursement” in the instructions accompanying this worksheet before completing this section.)
Description of basis of claim:
Amount claimed: $
Source(s) of value:
33. Children’s Property
33.1 Custodial Account under Texas Uniform Transfers to Minors Act:
a.Name of financial institution:
Name of account:
Account number:
Amount on deposit: $ ____________as of
Source(s) of value/balance:
Name of minor for whom funds were deposited:
Name of custodian:
33.2 529 Plans or Other College Savings Plans:
a.Financial institution or entity administering the plan:
Name on account:
Account number:
Is the plan a 529 plan, prepaid plan, or savings plan?
Value of assets in the plan: $ ____________as of
Name of child for whom funds were deposited:
Custodian of account:
Source(s) of funds:
Source(s) of value:
33.3 Other Property of Children:
Source(s) of value:
34. Trusts
a.Name of trust:
Type of trust:
Name and address of trustee:
Beneficiary(ies):
Description of assets held in trust:
Date the trust was created:
Value of assets held in trust: $ ____________as of
Source(s) of value:
35. Assets Held by Either Party for Benefit of Another (Other than Trusts)
a.Name(s) of person(s) holding assets:
Description of assets:
Name and title of fiduciary (for example, executor or trustee):
Name of owner of beneficial interest:
Value of assets: $ ____________as of
Source(s) of value:
36. Assets Held for Benefit of Either Party as Beneficiary (Other than Trusts)
a.Name(s) of person(s) holding assets:
Description of assets:
Name and title of fiduciary (for example, executor or trustee):
Name of owner of beneficial interest:
Value of assets: $ ____________as of
Source(s) of value: