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Financial Disclosure Declaration: What Married Couples Need to Know

Learn about the Financial Disclosure Declaration, its importance in divorce proceedings, and how it affects married couples with significant assets, business owners, and parents with minor children.

Introduction

A Financial Disclosure Declaration is a critical legal document used during divorce or legal separation proceedings that requires both spouses to provide a complete and honest inventory of their financial situation. This document serves as a foundation for fair property division, support calculations, and financial arrangements involving children. For long-term married couples with significant assets, business owners, and parents with minor children, understanding this document is essential to protect your interests and ensure equitable outcomes during what can be a challenging transition period.

Key Things to Know

  1. 1

    Financial Disclosure Declarations are legally binding documents signed under penalty of perjury, making honesty and thoroughness essential.

  2. 2

    For long-term marriages, these declarations help ensure fair division of assets accumulated over many years, including retirement accounts that may represent significant portions of marital wealth.

  3. 3

    Business owners must provide comprehensive information about their business interests, which may require professional valuation services.

  4. 4

    Parents must detail all child-related expenses to establish appropriate support arrangements that maintain children's standard of living.

  5. 5

    The declaration serves as the foundation for negotiations and court decisions, making it one of the most important documents in your divorce process.

  6. 6

    Failure to disclose assets can result in severe penalties, including potential loss of those assets and damage to your credibility in all aspects of your case.

  7. 7

    Consider working with professionals (attorneys, financial advisors, accountants) to ensure your declaration is complete and accurately represents your financial situation.

  8. 8

    Begin gathering financial documentation early, as compiling a comprehensive picture of your finances can be time-consuming, especially for complex estates.

Key Decisions

Parents with Minor Children

Long-Term Marriage Partners with Significant Assets

Business Owners

Long-term Married Couples with Significant Assets

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FINANCIAL DISCLOSURE DECLARATION

CASE INFORMATION

Case No.: [CASE NUMBER]
Court: [COURT NAME]
County: [COUNTY]
State: [STATE]

I. PERSONAL INFORMATION

A. DECLARANT INFORMATION

Full Legal Name: [FULL LEGAL NAME]
Date of Birth: [DATE OF BIRTH]
Current Address: [STREET ADDRESS, CITY, STATE, ZIP CODE]
Telephone Number: [TELEPHONE NUMBER]
Email Address: [EMAIL ADDRESS]
Occupation: [OCCUPATION]
Employer: [EMPLOYER NAME]

B. SPOUSE/PARTNER INFORMATION

Full Legal Name: [FULL LEGAL NAME]
Date of Birth: [DATE OF BIRTH]
Current Address: [STREET ADDRESS, CITY, STATE, ZIP CODE]
Telephone Number: [TELEPHONE NUMBER]
Email Address: [EMAIL ADDRESS]
Occupation: [OCCUPATION]
Employer: [EMPLOYER NAME]

C. MARRIAGE/PARTNERSHIP DETAILS

Date of Marriage/Domestic Partnership: [DATE]
Date of Separation (if applicable): [DATE]
Length of Marriage/Domestic Partnership: [YEARS/MONTHS]

D. CHILDREN INFORMATION

  1. Child's Full Name: [FULL NAME]
    Date of Birth: [DATE OF BIRTH]
    Age: [AGE]

  2. Child's Full Name: [FULL NAME]
    Date of Birth: [DATE OF BIRTH]
    Age: [AGE]

  3. Child's Full Name: [FULL NAME]
    Date of Birth: [DATE OF BIRTH]
    Age: [AGE]

(Add additional children as necessary)

II. INCOME INFORMATION

A. EMPLOYMENT INCOME

  1. Current Employment

    • Employer Name: [EMPLOYER NAME]
    • Position/Title: [POSITION/TITLE]
    • Employment Start Date: [DATE]
    • Gross Monthly Salary/Wages: $[AMOUNT]
    • Net Monthly Income: $[AMOUNT]
    • Frequency of Pay: [WEEKLY/BI-WEEKLY/MONTHLY]
    • Year-to-Date Gross Income: $[AMOUNT] (as of [DATE])

  2. Additional Employment Compensation

    • Annual Bonuses: $[AMOUNT]
    • Commissions: $[AMOUNT]
    • Overtime Pay: $[AMOUNT]
    • Profit Sharing: $[AMOUNT]
    • Other Compensation: $[AMOUNT] (Describe: [DESCRIPTION])

  3. Employment Benefits

    • Health Insurance: $[AMOUNT]/month
    • Retirement Contributions by Employer: $[AMOUNT]/month
    • Stock Options/RSUs: [DESCRIPTION AND VALUE]
    • Other Benefits: [DESCRIPTION AND VALUE]

Note: Pay stubs for the last 6 months are attached as Exhibit A.

B. SELF-EMPLOYMENT INCOME

  1. Business Information

    • Business Name: [BUSINESS NAME]
    • Business Address: [BUSINESS ADDRESS]
    • Type of Business Entity: [SOLE PROPRIETORSHIP/LLC/CORPORATION/PARTNERSHIP]
    • Ownership Percentage: [PERCENTAGE]%
    • Nature of Business: [DESCRIPTION]
    • Date Business Established: [DATE]

  2. Business Income

    • Gross Monthly Business Income: $[AMOUNT]
    • Monthly Business Expenses: $[AMOUNT]
    • Net Monthly Business Income: $[AMOUNT]
    • Annual Business Income (Previous Year): $[AMOUNT]
    • Annual Business Income (Year Before Last): $[AMOUNT]

Note: Business tax returns for the past 3 years and current profit and loss statements are attached as Exhibit B.

C. INVESTMENT INCOME

  1. Interest Income

    • Source: [SOURCE]
    • Monthly Amount: $[AMOUNT]
    • Annual Amount: $[AMOUNT]

  2. Dividend Income

    • Source: [SOURCE]
    • Monthly Amount: $[AMOUNT]
    • Annual Amount: $[AMOUNT]

  3. Capital Gains

    • Source: [SOURCE]
    • Amount (Last Calendar Year): $[AMOUNT]

  4. Rental Property Income

    • Property Address: [ADDRESS]
    • Gross Monthly Rental Income: $[AMOUNT]
    • Monthly Expenses: $[AMOUNT]
    • Net Monthly Rental Income: $[AMOUNT]

  5. Other Investment Income

    • Source: [SOURCE]
    • Monthly Amount: $[AMOUNT]
    • Annual Amount: $[AMOUNT]

Note: Investment account statements showing this income are attached as Exhibit C.

D. RETIREMENT INCOME

  1. Pension Income

    • Source: [SOURCE]
    • Monthly Amount: $[AMOUNT]
    • Annual Amount: $[AMOUNT]

  2. Social Security Benefits

    • Monthly Amount: $[AMOUNT]
    • Annual Amount: $[AMOUNT]

  3. IRA/401(k) Distributions

    • Source: [SOURCE]
    • Monthly Amount: $[AMOUNT]
    • Annual Amount: $[AMOUNT]

  4. Other Retirement Income

    • Source: [SOURCE]
    • Monthly Amount: $[AMOUNT]
    • Annual Amount: $[AMOUNT]

E. GOVERNMENT BENEFITS

  1. Unemployment Benefits

    • Monthly Amount: $[AMOUNT]
    • Duration of Benefits: [DURATION]
    • Expiration Date: [DATE]

  2. Disability Payments

    • Source: [SOURCE]
    • Monthly Amount: $[AMOUNT]
    • Nature of Disability: [DESCRIPTION]
    • Duration of Benefits: [TEMPORARY/PERMANENT]

  3. Workers' Compensation

    • Monthly Amount: $[AMOUNT]
    • Nature of Claim: [DESCRIPTION]
    • Duration of Benefits: [DURATION]

  4. Public Assistance

    • Type of Assistance: [TYPE]
    • Monthly Amount: $[AMOUNT]

  5. Other Government Benefits

    • Type of Benefit: [TYPE]
    • Monthly Amount: $[AMOUNT]

F. OTHER INCOME SOURCES

  1. Alimony/Spousal Support (from previous relationships)

    • Payor Name: [NAME]
    • Monthly Amount: $[AMOUNT]
    • Duration of Obligation: [DURATION]
    • Termination Date (if applicable): [DATE]

  2. Child Support (from previous relationships)

    • Payor Name: [NAME]
    • Monthly Amount: $[AMOUNT]
    • Number of Children: [NUMBER]
    • Duration of Obligation: [DURATION]
    • Termination Date (if applicable): [DATE]

  3. Trust Income

    • Name of Trust: [NAME]
    • Monthly Amount: $[AMOUNT]
    • Annual Amount: $[AMOUNT]
    • Terms of Trust: [DESCRIPTION]

  4. Royalties

    • Source: [SOURCE]
    • Monthly Amount: $[AMOUNT]
    • Annual Amount: $[AMOUNT]

  5. Gifts or Allowances

    • Source: [SOURCE]
    • Monthly Amount: $[AMOUNT]
    • Annual Amount: $[AMOUNT]

  6. Other Income

    • Source: [SOURCE]
    • Monthly Amount: $[AMOUNT]
    • Annual Amount: $[AMOUNT]

G. TAX RETURNS

Complete copies of personal and business tax returns for the past 5 years, including all schedules and attachments, are attached as Exhibit D.

III. ASSETS

A. REAL ESTATE

  1. Primary Residence

    • Property Address: [ADDRESS]
    • Title Holders: [NAMES]
    • Form of Ownership: [INDIVIDUAL/JOINT TENANTS/TENANTS IN COMMON/COMMUNITY PROPERTY]
    • Purchase Date: [DATE]
    • Purchase Price: $[AMOUNT]
    • Current Market Value: $[AMOUNT] (as of [DATE])
    • Basis for Valuation: [APPRAISAL/COMPARATIVE MARKET ANALYSIS/ESTIMATE]
    • Outstanding Mortgage Balance: $[AMOUNT]
    • Equity: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  2. Secondary/Vacation Property

    • Property Address: [ADDRESS]
    • Title Holders: [NAMES]
    • Form of Ownership: [INDIVIDUAL/JOINT TENANTS/TENANTS IN COMMON/COMMUNITY PROPERTY]
    • Purchase Date: [DATE]
    • Purchase Price: $[AMOUNT]
    • Current Market Value: $[AMOUNT] (as of [DATE])
    • Basis for Valuation: [APPRAISAL/COMPARATIVE MARKET ANALYSIS/ESTIMATE]
    • Outstanding Mortgage Balance: $[AMOUNT]
    • Equity: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  3. Rental/Investment Property

    • Property Address: [ADDRESS]
    • Title Holders: [NAMES]
    • Form of Ownership: [INDIVIDUAL/JOINT TENANTS/TENANTS IN COMMON/COMMUNITY PROPERTY]
    • Purchase Date: [DATE]
    • Purchase Price: $[AMOUNT]
    • Current Market Value: $[AMOUNT] (as of [DATE])
    • Basis for Valuation: [APPRAISAL/COMPARATIVE MARKET ANALYSIS/ESTIMATE]
    • Outstanding Mortgage Balance: $[AMOUNT]
    • Equity: $[AMOUNT]
    • Monthly Rental Income: $[AMOUNT]
    • Monthly Expenses: $[AMOUNT]
    • Net Monthly Income: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  4. Undeveloped Land/Other Real Estate

    • Property Address/Description: [ADDRESS/DESCRIPTION]
    • Title Holders: [NAMES]
    • Form of Ownership: [INDIVIDUAL/JOINT TENANTS/TENANTS IN COMMON/COMMUNITY PROPERTY]
    • Purchase Date: [DATE]
    • Purchase Price: $[AMOUNT]
    • Current Market Value: $[AMOUNT] (as of [DATE])
    • Basis for Valuation: [APPRAISAL/COMPARATIVE MARKET ANALYSIS/ESTIMATE]
    • Outstanding Mortgage Balance: $[AMOUNT]
    • Equity: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

Note: Deeds, mortgage statements, property tax bills, and recent appraisals for all real estate are attached as Exhibit E.

B. BANK ACCOUNTS

  1. Checking Accounts

    • Financial Institution: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Account Holders: [NAMES]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Average Balance (last 6 months): $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  2. Savings Accounts

    • Financial Institution: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Account Holders: [NAMES]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Interest Rate: [PERCENTAGE]%
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  3. Money Market Accounts

    • Financial Institution: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Account Holders: [NAMES]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Interest Rate: [PERCENTAGE]%
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  4. Certificates of Deposit

    • Financial Institution: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Account Holders: [NAMES]
    • Principal Amount: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Interest Rate: [PERCENTAGE]%
    • Maturity Date: [DATE]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

Note: Bank statements for the last 3 months for all accounts are attached as Exhibit F.

C. INVESTMENT ACCOUNTS

  1. Brokerage Accounts

    • Financial Institution: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Account Holders: [NAMES]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Major Holdings: [DESCRIPTION]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  2. Individual Stocks

    • Company Name: [NAME]
    • Number of Shares: [NUMBER]
    • Purchase Date: [DATE]
    • Purchase Price per Share: $[AMOUNT]
    • Current Value per Share: $[AMOUNT] (as of [DATE])
    • Total Current Value: $[AMOUNT]
    • Registered Owners: [NAMES]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  3. Bonds

    • Issuer: [NAME]
    • Face Value: $[AMOUNT]
    • Purchase Date: [DATE]
    • Purchase Price: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Maturity Date: [DATE]
    • Interest Rate: [PERCENTAGE]%
    • Registered Owners: [NAMES]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  4. Mutual Funds/ETFs

    • Fund Name: [NAME]
    • Financial Institution: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Number of Shares/Units: [NUMBER]
    • Purchase Date: [DATE]
    • Purchase Price per Share/Unit: $[AMOUNT]
    • Current Value per Share/Unit: $[AMOUNT] (as of [DATE])
    • Total Current Value: $[AMOUNT]
    • Registered Owners: [NAMES]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

Note: Investment account statements for the last 3 months are attached as Exhibit G.

D. RETIREMENT ACCOUNTS

  1. 401(k)/403(b) Accounts

    • Employer/Plan Administrator: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Account Holder: [NAME]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Vested Amount: $[AMOUNT]
    • Loan Balance (if any): $[AMOUNT]
    • Beneficiary Designation: [NAME(S)]
    • Date Plan Participation Began: [DATE]
    • Pre-Marital Value (if applicable): $[AMOUNT] (as of [DATE])
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  2. Individual Retirement Accounts (IRAs)

    • Financial Institution: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Type of IRA: [TRADITIONAL/ROTH/SEP/SIMPLE]
    • Account Holder: [NAME]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Beneficiary Designation: [NAME(S)]
    • Date Account Established: [DATE]
    • Pre-Marital Value (if applicable): $[AMOUNT] (as of [DATE])
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  3. Pension Plans

    • Employer/Plan Administrator: [NAME]
    • Plan Name: [NAME]
    • Type of Plan: [DEFINED BENEFIT/DEFINED CONTRIBUTION]
    • Account Holder: [NAME]
    • Date Employment Began: [DATE]
    • Years of Service: [NUMBER]
    • Vested Percentage: [PERCENTAGE]%
    • Current Value/Projected Monthly Benefit: $[AMOUNT]
    • Survivor Benefits: [DESCRIPTION]
    • Beneficiary Designation: [NAME(S)]
    • Pre-Marital Value/Service (if applicable): [DESCRIPTION]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  4. Profit-Sharing Plans

    • Employer/Plan Administrator: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Account Holder: [NAME]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Vested Amount: $[AMOUNT]
    • Beneficiary Designation: [NAME(S)]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

Note: Retirement account statements for the last 3 months are attached as Exhibit H.

E. BUSINESS INTERESTS

  1. Ownership in Privately Held Business

    • Business Name: [NAME]
    • Business Address: [ADDRESS]
    • Type of Entity: [SOLE PROPRIETORSHIP/LLC/CORPORATION/PARTNERSHIP]
    • Date Established/Acquired: [DATE]
    • Ownership Percentage: [PERCENTAGE]%
    • Position/Title: [POSITION/TITLE]
    • Nature of Business: [DESCRIPTION]
    • Book Value: $[AMOUNT] (as of [DATE])
    • Estimated Market Value: $[AMOUNT] (as of [DATE])
    • Method of Valuation: [DESCRIPTION]
    • Annual Gross Revenue (Previous Year): $[AMOUNT]
    • Annual Net Income (Previous Year): $[AMOUNT]
    • Pre-Marital Value (if applicable): $[AMOUNT] (as of [DATE])
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  2. Professional Practice

    • Practice Name: [NAME]
    • Practice Address: [ADDRESS]
    • Type of Entity: [SOLE PROPRIETORSHIP/LLC/CORPORATION/PARTNERSHIP]
    • Date Established/Acquired: [DATE]
    • Ownership Percentage: [PERCENTAGE]%
    • Nature of Practice: [DESCRIPTION]
    • Book Value: $[AMOUNT] (as of [DATE])
    • Estimated Market Value: $[AMOUNT] (as of [DATE])
    • Method of Valuation: [DESCRIPTION]
    • Annual Gross Revenue (Previous Year): $[AMOUNT]
    • Annual Net Income (Previous Year): $[AMOUNT]
    • Pre-Marital Value (if applicable): $[AMOUNT] (as of [DATE])
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  3. Ownership in Publicly Traded Company

    • Company Name: [NAME]
    • Position/Title: [POSITION/TITLE]
    • Number of Shares Owned: [NUMBER]
    • Current Value per Share: $[AMOUNT] (as of [DATE])
    • Total Current Value: $[AMOUNT]
    • Stock Options/RSUs: [DESCRIPTION AND VALUE]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

Note: Business tax returns, profit and loss statements, balance sheets, and business valuations for the past 3 years are attached as Exhibit I.

F. LIFE INSURANCE POLICIES

  1. Term Life Insurance

    • Insurance Company: [NAME]
    • Policy Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Insured: [NAME]
    • Owner: [NAME]
    • Beneficiary: [NAME(S)]
    • Face Value/Death Benefit: $[AMOUNT]
    • Annual Premium: $[AMOUNT]
    • Issue Date: [DATE]
    • Expiration/Renewal Date: [DATE]

  2. Permanent Life Insurance (Whole Life/Universal Life)

    • Insurance Company: [NAME]
    • Policy Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Insured: [NAME]
    • Owner: [NAME]
    • Beneficiary: [NAME(S)]
    • Face Value/Death Benefit: $[AMOUNT]
    • Cash Surrender Value: $[AMOUNT] (as of [DATE])
    • Annual Premium: $[AMOUNT]
    • Issue Date: [DATE]
    • Loan Balance (if any): $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

Note: Life insurance policy statements showing current values are attached as Exhibit J.

G. VEHICLES

  1. Automobiles/Trucks

    • Make: [MAKE]
    • Model: [MODEL]
    • Year: [YEAR]
    • VIN (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Registered Owner(s): [NAME(S)]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Source of Valuation: [KELLEY BLUE BOOK/NADA/OTHER]
    • Outstanding Loan Balance: $[AMOUNT]
    • Lender: [NAME]
    • Monthly Payment: $[AMOUNT]
    • Equity: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  2. Motorcycles

    • Make: [MAKE]
    • Model: [MODEL]
    • Year: [YEAR]
    • VIN (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Registered Owner(s): [NAME(S)]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Source of Valuation: [KELLEY BLUE BOOK/NADA/OTHER]
    • Outstanding Loan Balance: $[AMOUNT]
    • Lender: [NAME]
    • Monthly Payment: $[AMOUNT]
    • Equity: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  3. Boats/Watercraft

    • Make: [MAKE]
    • Model: [MODEL]
    • Year: [YEAR]
    • Hull ID (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Registered Owner(s): [NAME(S)]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Source of Valuation: [NADA/OTHER]
    • Outstanding Loan Balance: $[AMOUNT]
    • Lender: [NAME]
    • Monthly Payment: $[AMOUNT]
    • Equity: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  4. Recreational Vehicles (RVs)

    • Make: [MAKE]
    • Model: [MODEL]
    • Year: [YEAR]
    • VIN (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Registered Owner(s): [NAME(S)]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Source of Valuation: [NADA/OTHER]
    • Outstanding Loan Balance: $[AMOUNT]
    • Lender: [NAME]
    • Monthly Payment: $[AMOUNT]
    • Equity: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  5. Aircraft

    • Make: [MAKE]
    • Model: [MODEL]
    • Year: [YEAR]
    • Registration Number: [NUMBER]
    • Registered Owner(s): [NAME(S)]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Source of Valuation: [SOURCE]
    • Outstanding Loan Balance: $[AMOUNT]
    • Lender: [NAME]
    • Monthly Payment: $[AMOUNT]
    • Equity: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

Note: Vehicle titles, registration documents, loan statements, and value estimates are attached as Exhibit K.

H. PERSONAL PROPERTY

  1. Household Furnishings

    • Description: [DESCRIPTION]
    • Location: [LOCATION]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [APPRAISAL/ESTIMATE/PURCHASE PRICE]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  2. Electronics

    • Description: [DESCRIPTION]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [APPRAISAL/ESTIMATE/PURCHASE PRICE]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  3. Jewelry

    • Description: [DESCRIPTION]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [APPRAISAL/ESTIMATE/PURCHASE PRICE]
    • Insurance Coverage (if any): [DESCRIPTION]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  4. Artwork

    • Description/Artist: [DESCRIPTION/ARTIST]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [APPRAISAL/ESTIMATE/PURCHASE PRICE]
    • Insurance Coverage (if any): [DESCRIPTION]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  5. Collectibles

    • Description: [DESCRIPTION]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [APPRAISAL/ESTIMATE/PURCHASE PRICE]
    • Insurance Coverage (if any): [DESCRIPTION]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  6. Antiques

    • Description: [DESCRIPTION]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [APPRAISAL/ESTIMATE/PURCHASE PRICE]
    • Insurance Coverage (if any): [DESCRIPTION]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  7. Sporting Equipment

    • Description: [DESCRIPTION]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [APPRAISAL/ESTIMATE/PURCHASE PRICE]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  8. Tools/Equipment

    • Description: [DESCRIPTION]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [APPRAISAL/ESTIMATE/PURCHASE PRICE]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

Note: Appraisals or other documentation for items valued over $1,000 are attached as Exhibit L.

I. INTELLECTUAL PROPERTY

  1. Patents

    • Patent Number: [NUMBER]
    • Description: [DESCRIPTION]
    • Date Issued: [DATE]
    • Expiration Date: [DATE]
    • Owner(s): [NAME(S)]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [DESCRIPTION]
    • Annual Income Generated: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  2. Trademarks

    • Registration Number: [NUMBER]
    • Description: [DESCRIPTION]
    • Date Registered: [DATE]
    • Renewal Date: [DATE]
    • Owner(s): [NAME(S)]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [DESCRIPTION]
    • Annual Income Generated: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  3. Copyrights

    • Registration Number: [NUMBER]
    • Description: [DESCRIPTION]
    • Date Registered: [DATE]
    • Owner(s): [NAME(S)]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [DESCRIPTION]
    • Annual Income Generated: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  4. Royalty Agreements

    • Description: [DESCRIPTION]
    • Parties to Agreement: [NAMES]
    • Date of Agreement: [DATE]
    • Terms of Agreement: [DESCRIPTION]
    • Annual Income Generated: $[AMOUNT]
    • Estimated Future Value: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

Note: Documentation related to intellectual property rights and royalty agreements is attached as Exhibit M.

J. INHERITANCE AND GIFTS

  1. Inheritance Received

    • Decedent's Name: [NAME]
    • Relationship to Declarant: [RELATIONSHIP]
    • Date of Death: [DATE]
    • Date Inheritance Received: [DATE]
    • Description of Inherited Assets: [DESCRIPTION]
    • Value at Time of Receipt: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Documentation: [DESCRIPTION]

  2. Expected Inheritance

    • Potential Source: [NAME]
    • Relationship to Declarant: [RELATIONSHIP]
    • Estimated Value: $[AMOUNT]
    • Likelihood and Timing: [DESCRIPTION]

  3. Substantial Gifts Received During Marriage

    • Donor's Name: [NAME]
    • Relationship to Recipient: [RELATIONSHIP]
    • Date Gift Received: [DATE]
    • Description of Gift: [DESCRIPTION]
    • Value at Time of Receipt: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Recipient: [NAME]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

Note: Documentation related to inheritances and substantial gifts is attached as Exhibit N.

K. DIGITAL ASSETS

  1. Cryptocurrency Holdings

    • Type of Cryptocurrency: [TYPE]
    • Number of Units/Coins: [NUMBER]
    • Date Acquired: [DATE]
    • Purchase Price: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Storage Method: [EXCHANGE/WALLET/COLD STORAGE]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  2. Domain Names

    • Domain Name: [NAME]
    • Registrar: [NAME]
    • Registration Date: [DATE]
    • Renewal Date: [DATE]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [DESCRIPTION]
    • Annual Income Generated: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  3. Online Businesses/Accounts with Monetary Value

    • Description: [DESCRIPTION]
    • Platform/Website: [NAME]
    • Date Established: [DATE]
    • Estimated Value: $[AMOUNT]
    • Basis for Valuation: [DESCRIPTION]
    • Annual Income Generated: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

  4. Digital Media Libraries

    • Description: [DESCRIPTION]
    • Platform: [NAME]
    • Estimated Value: $[AMOUNT]
    • Separate Property Claim (if any): [DESCRIPTION AND BASIS]

Note: Documentation related to digital assets is attached as Exhibit O.

IV. DEBTS AND LIABILITIES

A. MORTGAGES

  1. Primary Residence Mortgage

    • Property Address: [ADDRESS]
    • Lender: [NAME]
    • Loan Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Original Loan Amount: $[AMOUNT]
    • Date of Loan: [DATE]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Monthly Payment: $[AMOUNT]
    • Interest Rate: [PERCENTAGE]%
    • Type of Loan: [FIXED/ADJUSTABLE]
    • Maturity Date: [DATE]
    • Names on Loan: [NAMES]

  2. Second Mortgage/Home Equity Line of Credit

    • Property Address: [ADDRESS]
    • Lender: [NAME]
    • Loan Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Original Loan Amount: $[AMOUNT]
    • Date of Loan: [DATE]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Monthly Payment: $[AMOUNT]
    • Interest Rate: [PERCENTAGE]%
    • Type of Loan: [FIXED/ADJUSTABLE/HELOC]
    • Maturity Date: [DATE]
    • Names on Loan: [NAMES]

  3. Other Real Estate Mortgages

    • Property Address: [ADDRESS]
    • Lender: [NAME]
    • Loan Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Original Loan Amount: $[AMOUNT]
    • Date of Loan: [DATE]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Monthly Payment: $[AMOUNT]
    • Interest Rate: [PERCENTAGE]%
    • Type of Loan: [FIXED/ADJUSTABLE]
    • Maturity Date: [DATE]
    • Names on Loan: [NAMES]

Note: Mortgage statements for all properties are attached as Exhibit P.

B. CREDIT CARD DEBT

  1. Credit Card Accounts
    • Creditor: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Account Holders: [NAMES]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Credit Limit: $[AMOUNT]
    • Minimum Monthly Payment: $[AMOUNT]
    • Interest Rate: [PERCENTAGE]%
    • Primary User of Account: [NAME]
    • Purpose of Debt: [DESCRIPTION]

Note: Credit card statements for the last 3 months are attached as Exhibit Q.

C. AUTO LOANS

  1. Vehicle Loans
    • Vehicle Description: [YEAR, MAKE, MODEL]
    • Lender: [NAME]
    • Loan Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Original Loan Amount: $[AMOUNT]
    • Date of Loan: [DATE]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Monthly Payment: $[AMOUNT]
    • Interest Rate: [PERCENTAGE]%
    • Maturity Date: [DATE]
    • Names on Loan: [NAMES]
    • Primary User of Vehicle: [NAME]

Note: Vehicle loan statements are attached as Exhibit R.

D. STUDENT LOANS

  1. Student Loans
    • Lender/Servicer: [NAME]
    • Loan Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Original Loan Amount: $[AMOUNT]
    • Date of Loan: [DATE]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Monthly Payment: $[AMOUNT]
    • Interest Rate: [PERCENTAGE]%
    • Type of Loan: [FEDERAL/PRIVATE]
    • Repayment Plan: [DESCRIPTION]
    • Borrower: [NAME]
    • Purpose: [UNDERGRADUATE/GRADUATE/PROFESSIONAL]
    • Date Incurred: [BEFORE MARRIAGE/DURING MARRIAGE]

Note: Student loan statements are attached as Exhibit S.

E. PERSONAL LOANS

  1. Bank/Financial Institution Loans

    • Lender: [NAME]
    • Loan Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Original Loan Amount: $[AMOUNT]
    • Date of Loan: [DATE]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Monthly Payment: $[AMOUNT]
    • Interest Rate: [PERCENTAGE]%
    • Maturity Date: [DATE]
    • Names on Loan: [NAMES]
    • Purpose of Loan: [DESCRIPTION]

  2. Family/Friend Loans

    • Lender Name: [NAME]
    • Relationship to Borrower: [RELATIONSHIP]
    • Original Loan Amount: $[AMOUNT]
    • Date of Loan: [DATE]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Repayment Terms: [DESCRIPTION]
    • Interest Rate (if any): [PERCENTAGE]%
    • Written Agreement: [YES/NO]
    • Borrower: [NAME]
    • Purpose of Loan: [DESCRIPTION]

Note: Loan agreements and statements for personal loans are attached as Exhibit T.

F. BUSINESS DEBTS

  1. Business Loans

    • Business Name: [NAME]
    • Lender: [NAME]
    • Loan Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Original Loan Amount: $[AMOUNT]
    • Date of Loan: [DATE]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Monthly Payment: $[AMOUNT]
    • Interest Rate: [PERCENTAGE]%
    • Maturity Date: [DATE]
    • Personal Guarantee: [YES/NO]
    • Names on Guarantee: [NAMES]
    • Purpose of Loan: [DESCRIPTION]

  2. Business Lines of Credit

    • Business Name: [NAME]
    • Lender: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Credit Limit: $[AMOUNT]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Monthly Payment: $[AMOUNT]
    • Interest Rate: [PERCENTAGE]%
    • Personal Guarantee: [YES/NO]
    • Names on Guarantee: [NAMES]

  3. Business Credit Cards

    • Business Name: [NAME]
    • Creditor: [NAME]
    • Account Number (last 4 digits): XXXX-[LAST 4 DIGITS]
    • Credit Limit: $[AMOUNT]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Monthly Payment: $[AMOUNT]
    • Interest Rate: [PERCENTAGE]%
    • Personal Guarantee: [YES/NO]
    • Names on Guarantee: [NAMES]

Note: Business loan agreements and statements are attached as Exhibit U.

G. TAX LIABILITIES

  1. Federal Tax Liabilities

    • Tax Year(s): [YEAR(S)]
    • Amount Owed: $[AMOUNT]
    • Filing Status: [SINGLE/MARRIED FILING JOINTLY/MARRIED FILING SEPARATELY]
    • Payment Plan: [YES/NO]
    • Monthly Payment (if applicable): $[AMOUNT]
    • Interest and Penalties: $[AMOUNT]
    • Estimated Payoff Date: [DATE]

  2. State Tax Liabilities

    • State: [STATE]
    • Tax Year(s): [YEAR(S)]
    • Amount Owed: $[AMOUNT]
    • Filing Status: [SINGLE/MARRIED FILING JOINTLY/MARRIED FILING SEPARATELY]
    • Payment Plan: [YES/NO]
    • Monthly Payment (if applicable): $[AMOUNT]
    • Interest and Penalties: $[AMOUNT]
    • Estimated Payoff Date: [DATE]

  3. Local Tax Liabilities

    • Jurisdiction: [JURISDICTION]
    • Tax Year(s): [YEAR(S)]
    • Amount Owed: $[AMOUNT]
    • Payment Plan: [YES/NO]
    • Monthly Payment (if applicable): $[AMOUNT]
    • Interest and Penalties: $[AMOUNT]
    • Estimated Payoff Date: [DATE]

Note: Tax bills, notices, and payment plan agreements are attached as Exhibit V.

H. MEDICAL DEBTS

  1. Medical Bills
    • Provider: [NAME]
    • Patient: [NAME]
    • Date of Service: [DATE]
    • Original Amount: $[AMOUNT]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Monthly Payment: $[AMOUNT]
    • Payment Plan: [YES/NO]
    • Insurance Coverage Pending: [YES/NO]
    • Collection Status: [YES/NO]

Note: Medical bills and statements are attached as Exhibit W.

I. JUDGMENTS AND LIENS

  1. Court Judgments

    • Case Number: [NUMBER]
    • Court: [COURT]
    • Plaintiff: [NAME]
    • Defendant: [NAME]
    • Date of Judgment: [DATE]
    • Original Amount: $[AMOUNT]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Interest Rate: [PERCENTAGE]%
    • Payment Plan: [YES/NO]
    • Monthly Payment (if applicable): $[AMOUNT]

  2. Tax Liens

    • Type of Tax: [INCOME/PROPERTY/OTHER]
    • Taxing Authority: [NAME]
    • Date Filed: [DATE]
    • Original Amount: $[AMOUNT]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Property Affected: [DESCRIPTION]
    • Status: [ACTIVE/RELEASED]

  3. Mechanic's Liens

    • Claimant: [NAME]
    • Date Filed: [DATE]
    • Original Amount: $[AMOUNT]
    • Current Balance: $[AMOUNT] (as of [DATE])
    • Property Affected: [DESCRIPTION]
    • Status: [ACTIVE/RELEASED]

Note: Documentation related to judgments and liens is attached as Exhibit X.

V. MONTHLY EXPENSES

A. HOUSING EXPENSES

  1. Mortgage/Rent Payment: $[AMOUNT]/month
  2. Property Taxes (if not included in mortgage): $[AMOUNT]/month
  3. Homeowners/Renters Insurance (if not included in mortgage): $[AMOUNT]/month
  4. Homeowners Association (HOA) Fees: $[AMOUNT]/month
  5. Home Maintenance and Repairs: $[AMOUNT]/month
  6. Lawn Care/Landscaping: $[AMOUNT]/month
  7. Pest Control: $[AMOUNT]/month
  8. Security System: $[AMOUNT]/month
  9. Other Housing Expenses: $[AMOUNT]/month (Describe: [DESCRIPTION])

B. UTILITY EXPENSES

  1. Electricity: $[AMOUNT]/month
  2. Gas: $[AMOUNT]/month
  3. Water/Sewer: $[AMOUNT]/month
  4. Trash Collection: $[AMOUNT]/month
  5. Telephone (Landline): $[AMOUNT]/month
  6. Cell Phone: $[AMOUNT]/month
  7. Internet: $[AMOUNT]/month
  8. Cable/Satellite TV: $[AMOUNT]/month
  9. Streaming Services: $[AMOUNT]/month
  10. Other Utility Expenses: $[AMOUNT]/month (Describe: [DESCRIPTION])

C. FOOD AND HOUSEHOLD EXPENSES

  1. Groceries: $[AMOUNT]/month
  2. Dining Out/Takeout: $[AMOUNT]/month
  3. Household Supplies: $[AMOUNT]/month
  4. Personal Care Items: $[AMOUNT]/month
  5. Dry Cleaning/Laundry: $[AMOUNT]/month
  6. Other Food/Household Expenses: $[AMOUNT]/month (Describe: [DESCRIPTION])

D. TRANSPORTATION EXPENSES

  1. Car Payment(s): $[AMOUNT]/month
  2. Auto Insurance: $[AMOUNT]/month
  3. Gasoline: $[AMOUNT]/month
  4. Car Maintenance and Repairs: $[AMOUNT]/month
  5. Public Transportation: $[AMOUNT]/month
  6. Parking and Tolls: $[AMOUNT]/month
  7. Vehicle Registration/License: $[AMOUNT]/month
  8. Other Transportation Expenses: $[AMOUNT]/month (Describe: [DESCRIPTION])

E. HEALTHCARE EXPENSES

  1. Health Insurance Premiums (if not deducted from pay): $[AMOUNT]/month
  2. Dental Insurance Premiums (if not deducted from pay): $[AMOUNT]/month
  3. Vision Insurance Premiums (if not deducted from pay): $[AMOUNT]/month
  4. Out-of-Pocket Medical Expenses: $[AMOUNT]/month
  5. Prescription Medications: $[AMOUNT]/month
  6. Dental Expenses: $[AMOUNT]/month
  7. Vision Care: $[AMOUNT]/month
  8. Therapy/Counseling: $[AMOUNT]/month
  9. Other Healthcare Expenses: $[AMOUNT]/month (Describe: [DESCRIPTION])

F. CHILD-RELATED EXPENSES

  1. Childcare/Daycare: $[AMOUNT]/month
  2. School Tuition: $[AMOUNT]/month
  3. School Supplies and Fees: $[AMOUNT]/month
  4. School Lunches: $[AMOUNT]/month
  5. Children's Clothing: $[AMOUNT]/month
  6. Children's Allowances: $[AMOUNT]/month
  7. Extracurricular Activities: $[AMOUNT]/month
  8. Sports and Recreation: $[AMOUNT]/month
  9. Summer Camps: $[AMOUNT]/month
  10. Tutoring: $[AMOUNT]/month
  11. College Savings Contributions: $[AMOUNT]/month
  12. Other Child-Related Expenses: $[AMOUNT]/month (Describe: [DESCRIPTION])

G. INSURANCE EXPENSES

  1. Life Insurance Premiums: $[AMOUNT]/month
  2. Disability Insurance Premiums: $[AMOUNT]/month
  3. Long-Term Care Insurance Premiums: $[AMOUNT]/month
  4. Umbrella Policy Premiums: $[AMOUNT]/month
  5. Other Insurance Premiums: $[AMOUNT]/month (Describe: [DESCRIPTION])

H. ENTERTAINMENT AND RECREATION

  1. Gym/Health Club Memberships: $[AMOUNT]/month
  2. Entertainment (Movies, Events, etc.): $[AMOUNT]/month
  3. Hobbies: $[AMOUNT]/month
  4. Subscriptions and Memberships: $[AMOUNT]/month
  5. Vacation/Travel: $[AMOUNT]/month
  6. Pet Expenses: $[AMOUNT]/month
  7. Other Entertainment/Recreation Expenses: $[AMOUNT]/month (Describe: [DESCRIPTION])

I. DEBT PAYMENTS

  1. Credit Card Payments (minimum required): $[AMOUNT]/month
  2. Student Loan Payments: $[AMOUNT]/month
  3. Personal Loan Payments: $[AMOUNT]/month
  4. Other Debt Payments: $[AMOUNT]/month (Describe: [DESCRIPTION])

J. OTHER EXPENSES

  1. Charitable Contributions: $[AMOUNT]/month
  2. Religious Contributions: $[AMOUNT]/month
  3. Gifts: $[AMOUNT]/month
  4. Professional Dues: $[AMOUNT]/month
  5. Professional Services (Accounting, Legal, etc.): $[AMOUNT]/month
  6. Education/Continuing Education: $[AMOUNT]/month
  7. Child Support (from previous relationships): $[AMOUNT]/month
  8. Alimony/Spousal Support (from previous relationships): $[AMOUNT]/month
  9. Tax Payments (not withheld from pay): $[AMOUNT]/month
  10. Retirement Contributions (not deducted from pay): $[AMOUNT]/month
  11. Other Expenses: $[AMOUNT]/month (Describe: [DESCRIPTION])

K. TOTAL MONTHLY EXPENSES

TOTAL MONTHLY EXPENSES: $[AMOUNT]/month

VI. SEPARATE PROPERTY CLAIMS

A. PRE-MARITAL PROPERTY

  1. Description of Property: [DESCRIPTION]

    • Date Acquired: [DATE]
    • Value at Time of Marriage: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Documentation: [DESCRIPTION OF DOCUMENTATION]
    • Current Location/Status: [DESCRIPTION]

  2. Description of Property: [DESCRIPTION]

    • Date Acquired: [DATE]
    • Value at Time of Marriage: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Documentation: [DESCRIPTION OF DOCUMENTATION]
    • Current Location/Status: [DESCRIPTION]

B. INHERITED PROPERTY

  1. Description of Property: [DESCRIPTION]

    • Date Inherited: [DATE]
    • Value at Time of Inheritance: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Documentation: [DESCRIPTION OF DOCUMENTATION]
    • Current Location/Status: [DESCRIPTION]

  2. Description of Property: [DESCRIPTION]

    • Date Inherited: [DATE]
    • Value at Time of Inheritance: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Documentation: [DESCRIPTION OF DOCUMENTATION]
    • Current Location/Status: [DESCRIPTION]

C. GIFTS RECEIVED INDIVIDUALLY

  1. Description of Property: [DESCRIPTION]

    • Date Received: [DATE]
    • Donor: [NAME]
    • Value at Time of Gift: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Documentation: [DESCRIPTION OF DOCUMENTATION]
    • Current Location/Status: [DESCRIPTION]

  2. Description of Property: [DESCRIPTION]

    • Date Received: [DATE]
    • Donor: [NAME]
    • Value at Time of Gift: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Documentation: [DESCRIPTION OF DOCUMENTATION]
    • Current Location/Status: [DESCRIPTION]

D. POST-SEPARATION ACQUISITIONS

  1. Description of Property: [DESCRIPTION]

    • Date Acquired: [DATE]
    • Source of Funds: [DESCRIPTION]
    • Purchase Price: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Documentation: [DESCRIPTION OF DOCUMENTATION]
    • Current Location/Status: [DESCRIPTION]

  2. Description of Property: [DESCRIPTION]

    • Date Acquired: [DATE]
    • Source of Funds: [DESCRIPTION]
    • Purchase Price: $[AMOUNT]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Documentation: [DESCRIPTION OF DOCUMENTATION]
    • Current Location/Status: [DESCRIPTION]

E. PROPERTY COVERED BY PRENUPTIAL OR POSTNUPTIAL AGREEMENT

  1. Description of Property: [DESCRIPTION]

    • Agreement Date: [DATE]
    • Relevant Provision: [DESCRIPTION]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Documentation: [DESCRIPTION OF DOCUMENTATION]
    • Current Location/Status: [DESCRIPTION]

  2. Description of Property: [DESCRIPTION]

    • Agreement Date: [DATE]
    • Relevant Provision: [DESCRIPTION]
    • Current Value: $[AMOUNT] (as of [DATE])
    • Documentation: [DESCRIPTION OF DOCUMENTATION]
    • Current Location/Status: [DESCRIPTION]

Note: Documentation supporting separate property claims is attached as Exhibit Y.

VII. VALUATION DATES

In accordance with the laws of [STATE/JURISDICTION], the following valuation dates have been used for the assets and liabilities listed in this Financial Disclosure Declaration:

  1. Date of Separation: [DATE]
  2. Date of Filing: [DATE]
  3. Current Date: [DATE]

For specific assets or liabilities where a different valuation date has been used, the specific date is noted in the relevant section.

VIII. DISCLOSURE UPDATES

I understand and acknowledge that I have a continuing duty to update this Financial Disclosure Declaration if there are any significant changes to my financial situation during the pendency of this action. Significant changes include, but are not limited to:

  1. Changes in employment status or income
  2. Acquisition or disposition of assets valued at $1,000 or more
  3. Incurring new debts of $1,000 or more
  4. Receipt of lump sum payments (e.g., bonuses, inheritances, settlements)
  5. Changes in retirement benefits or accounts

I agree to provide updated information within 30 days of any such change by filing a Supplemental Financial Disclosure Declaration with the court and serving a copy on the opposing party.

IX. COMPLETENESS CERTIFICATION

I hereby certify that I have made a complete and thorough search of all my records and have made honest and consistent inquiry to ascertain all material facts relating to this Financial Disclosure Declaration. I further certify that the information provided in this Financial Disclosure Declaration and the attached supporting documentation represents a complete and accurate disclosure of my income, expenses, assets, and liabilities to the best of my knowledge and belief.

I understand that this Financial Disclosure Declaration will be relied upon by the court and the opposing party in this action, and that any intentional or reckless omission or misstatement of material information may result in sanctions, including but not limited to monetary fines, adverse evidentiary determinations, or other appropriate remedies as determined by the court.

X. PENALTIES OF PERJURY STATEMENT

I declare under penalty of perjury under the laws of the State of [STATE] that the foregoing is true and correct to the best of my knowledge, information, and belief.

XI. JURISDICTION-SPECIFIC REQUIREMENTS

In addition to the information provided above, I have included all additional information and documentation required by the laws and rules of [STATE/JURISDICTION], including but not limited to:

  1. [JURISDICTION-SPECIFIC REQUIREMENT]
  2. [JURISDICTION-SPECIFIC REQUIREMENT]
  3. [JURISDICTION-SPECIFIC REQUIREMENT]

XII. SUPPORTING DOCUMENTATION

The following supporting documentation is attached to this Financial Disclosure Declaration:

  1. Exhibit A: Pay stubs for the last 6 months
  2. Exhibit B: Business tax returns and profit and loss statements
  3. Exhibit C: Investment account statements
  4. Exhibit D: Personal and business tax returns for the past 5 years
  5. Exhibit E: Real estate documentation
  6. Exhibit F: Bank statements for the last 3 months
  7. Exhibit G: Investment account statements for the last 3 months
  8. Exhibit H: Retirement account statements for the last 3 months
  9. Exhibit I: Business documentation
  10. Exhibit J: Life insurance policy statements
  11. Exhibit K: Vehicle documentation
  12. Exhibit L: Personal property appraisals
  13. Exhibit M: Intellectual property documentation
  14. Exhibit N: Inheritance and gift documentation
  15. Exhibit O: Digital asset documentation
  16. Exhibit P: Mortgage statements
  17. Exhibit Q: Credit card statements for the last 3 months
  18. Exhibit R: Vehicle loan statements
  19. Exhibit S: Student loan statements
  20. Exhibit T: Personal loan documentation
  21. Exhibit U: Business loan documentation
  22. Exhibit V: Tax liability documentation
  23. Exhibit W: Medical debt documentation
  24. Exhibit X: Judgment and lien documentation
  25. Exhibit Y: Separate property claim documentation
  26. Exhibit Z: [OTHER DOCUMENTATION]

SIGNATURE PAGE

Executed on this _____ day of ________________, [YEAR].

[FULL LEGAL NAME] Declarant

Attorney for Declarant (if applicable) [ATTORNEY NAME] [BAR NUMBER] [LAW FIRM] [ADDRESS] [TELEPHONE NUMBER] [EMAIL ADDRESS]

Ohio Requirements for Financial Disclosure Declaration

Ohio Ethics Law Financial Disclosure Requirement (Ohio Revised Code Chapter 102.02)

Requires certain public officials and employees to file annual financial disclosure statements disclosing sources of income, investments, real estate holdings, creditors, and debtors.

Full Disclosure Obligation (Ohio Revised Code Section 3105.63)

Mandates complete and accurate disclosure of all assets, liabilities, income, and expenses in divorce proceedings, with penalties for fraudulent or incomplete disclosure.

Marital Property Disclosure (Ohio Revised Code Section 3105.171)

Requires disclosure of all property acquired during marriage, which is presumed to be marital property subject to equitable division.

Separate Property Disclosure (Ohio Revised Code Section 3105.171(A)(6)(a))

Requires disclosure of separate property including inheritances, gifts specifically to one spouse, and property owned prior to marriage, which may be excluded from division.

Child Support Calculation Disclosure (Ohio Revised Code Section 3119.05)

Requires disclosure of income and expense information necessary for calculating child support according to Ohio's child support guidelines.

Spousal Support Disclosure (Ohio Revised Code Section 3105.18)

Mandates disclosure of financial information relevant to determining appropriate spousal support, including income, earning capacity, and standard of living during marriage.

Affidavit of Property (Ohio Civil Rule 75(D))

Requires filing of a sworn affidavit listing all assets and liabilities, their values, and characterization as marital or separate property.

Affidavit of Income and Expenses (Ohio Civil Rule 75(D))

Requires filing of a sworn affidavit detailing all sources of income and monthly expenses to assist in support determinations.

Business Interest Disclosure (Ohio Revised Code Section 3105.171(A)(3)(a))

Requires detailed disclosure of ownership interests in businesses, including valuation information and documentation of business assets and liabilities.

Retirement Account Disclosure (Ohio Revised Code Section 3105.171(A)(3)(a)(ii))

Mandates disclosure of all retirement accounts, pension plans, and deferred compensation, which are typically considered marital property subject to division.

Real Estate Disclosure (Ohio Revised Code Section 3105.171)

Requires disclosure of all real property interests, including primary residences, vacation homes, rental properties, and land, with documentation of value and outstanding mortgages.

Financial Account Disclosure (Ohio Revised Code Section 3105.171)

Requires disclosure of all financial accounts including checking, savings, investment accounts, and certificates of deposit, with documentation of current balances.

Debt Disclosure (Ohio Revised Code Section 3105.171(F))

Mandates disclosure of all debts and liabilities, including mortgages, car loans, credit card debt, student loans, and personal loans.

Tax Return Disclosure (Ohio Civil Rule 26)

Requires disclosure of tax returns for the previous three to five years to verify income and identify assets that may not otherwise be disclosed.

Penalties for Non-Disclosure (Ohio Revised Code Section 3105.171(E)(4))

Establishes penalties for intentional non-disclosure or misrepresentation of assets, which may include contempt of court, financial sanctions, or adjustment of property division.

Continuing Duty to Disclose (Ohio Civil Rule 26(E))

Imposes an ongoing obligation to update financial disclosures if circumstances change during the pendency of divorce proceedings.

Federal Tax Information Disclosure (26 U.S.C. § 6103)

Requires disclosure of federal tax information relevant to property division and support determinations, in compliance with federal tax privacy laws.

ERISA Compliance for Retirement Plans (29 U.S.C. § 1056(d)(3))

Requires compliance with federal ERISA regulations when disclosing and dividing qualified retirement plans, including the need for a Qualified Domestic Relations Order (QDRO).

Military Retirement Benefits Disclosure (10 U.S.C. § 1408)

Requires disclosure and division of military retirement benefits in accordance with the Uniformed Services Former Spouses' Protection Act.

Bankruptcy Disclosure (11 U.S.C. § 541)

Requires disclosure of any pending bankruptcy proceedings that may affect the division of assets and debts in divorce proceedings.

Frequently Asked Questions

A Financial Disclosure Declaration is a sworn legal document that provides a comprehensive overview of your financial situation. It typically includes details about income from all sources, expenses, assets (such as real estate, investments, retirement accounts, vehicles), debts and liabilities, business interests, and information related to children's expenses. Both parties in a divorce or legal separation must complete this form with complete honesty and transparency, as it serves as the foundation for property division, spousal support, and child support determinations.

In long-term marriages where couples have accumulated substantial assets over many years, the Financial Disclosure Declaration becomes especially critical. These marriages often involve complex financial portfolios including retirement accounts, investment properties, stock options, and other investments that may have appreciated significantly. The document ensures that all assets acquired during the marriage are properly identified and valued, which is essential for equitable distribution. Additionally, in long-term marriages, one spouse may have been primarily responsible for financial management, making this disclosure process vital to ensure the less-informed spouse has complete information about the marital estate.

Business owners face unique challenges when completing a Financial Disclosure Declaration. You'll need to provide detailed information about your business interests, including ownership percentage, valuation, income generated, business assets and liabilities, and tax returns. Consider hiring a business valuation expert to determine the fair market value of your business. Be prepared to distinguish between personal and business expenses, and document how business income contributes to family support. Transparency is crucial, as hiding business assets or income can result in severe legal penalties and damage your credibility with the court.

Providing incomplete or false information on a Financial Disclosure Declaration can have serious consequences. The document is signed under penalty of perjury, meaning that intentional omissions or misrepresentations can result in civil or criminal penalties. Courts may impose sanctions, including monetary fines, attorney fee awards to the other party, or even dismissal of your claims. Additionally, if hidden assets are discovered later, the court may award a disproportionate share to the other spouse as punishment. Perhaps most importantly, dishonesty damages your credibility with the court, which can negatively impact other aspects of your case, including custody determinations.

Retirement accounts and investments must be fully disclosed in your Financial Disclosure Declaration, including 401(k)s, IRAs, pension plans, stock options, brokerage accounts, and other investments. For each account, you'll need to provide the current value, account numbers, and information about whether the assets were acquired before or during the marriage. This distinction is important because pre-marital portions may be considered separate property in some jurisdictions. For complex investment portfolios, consider working with a financial advisor who specializes in divorce to ensure accurate valuation and to understand the tax implications of dividing these assets.

Begin gathering information for your Financial Disclosure Declaration as soon as divorce becomes a possibility. Start by collecting financial statements for all accounts (bank, investment, retirement), recent tax returns, property deeds, vehicle titles, mortgage statements, loan documents, credit card statements, business financial records, insurance policies, and documentation of valuable personal property. Creating a comprehensive inventory early in the process gives you time to locate missing documents, obtain professional valuations if needed, and consult with financial advisors or attorneys about complex assets. Early preparation also helps reduce stress during what is already an emotionally challenging time.

While it's possible to complete a Financial Disclosure Declaration without professional help, consulting with experts is highly recommended, especially for those with significant or complex assets. An experienced family law attorney can guide you through the process and ensure you're meeting all legal requirements. For business owners, a business valuation expert may be necessary. Those with substantial investments might benefit from working with a financial advisor who specializes in divorce. A forensic accountant can be invaluable if you suspect your spouse may be hiding assets or if your financial situation is particularly complex. The cost of professional assistance is often justified by the protection it provides for your financial future.