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  • Personal Financial Statement - Married

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    RocketLawyer
    780 vues6 pages
    This statement can be used to organize information about assets and liabilities held by you and your spouse, and also to present information about your joint income and expenses. This statement can be attached to a credit or loan application. You can also use this form to provide a financial advisor or estate planner with a complete picture of your financial condition.

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    © Attribution Non-Commercial (BY-NC)

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    This statement can be used to organize information about assets and liabilities held by you and your spouse, and also to present information about your joint income and expenses. This statement can be attached to a credit or loan application. You can also use this form to provide a financial advisor or estate planner with a complete picture of your financial condition.

    Droits d'auteur :

    Attribution Non-Commercial (BY-NC)
    Signaler comme contenu inapproprié
    780 vues6 pages

    Personal Financial Statement - Married

    Transféré par

    RocketLawyer
    This statement can be used to organize information about assets and liabilities held by you and your spouse, and also to present information about your joint income and expenses. This statement can be attached to a credit or loan application. You can also use this form to provide a financial advisor or estate planner with a complete picture of your financial condition.

    Droits d'auteur :

    Attribution Non-Commercial (BY-NC)
    Signaler comme contenu inapproprié
    sur 6

    PERSONAL FINANCIAL STATEMENT prepared for Dorian Rothschild on April 18, 2012

    Name Address Home Phone SSN Birthdate Dorian Rothschild 60 Arthur St. San Rafael, CA 94901 415 456-1234 123-45-6789 April 19, 1985

    This statement is prepared to be attached to a loan application.

    DETAILED LISTING OF ASSETS Checking Accounts: Bank/Financial Institution Redwood Bank Bear Bank

    Account No. 123456 321456

    Balance
    $10,000.00 $4,300.00

    Total Checking Accounts

    $14,300.00

    Savings Accounts: Bank/Financial Institution Redwood Bank Otter Bank

    Account No. 123456 919234

    Balance
    $36,450.00 $28,000.00

    Total Savings Accounts

    $64,450.00

    Household Goods/Furnishings: Description dining table beige leather furniture set master bed office desk

    Value
    $2,700.00 $9,400.00 $2,400.00 $550.00

    Total Household Goods/Furnishings


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    $15,050.00

    Jewelry: Description wedding ring wedding ring other various jewelry

    Value
    Spouse You Spouse

    Total Value of Jewelry

    $20,500.00

    Vehicles: Make Toyota Honda

    Model and Year Carollo 2004 Civic 2009

    Value
    $11,500.00 $16,000.00

    Total Value of Vehicles

    $27,500.00

    Recreational Equipment: Description downhill skis 2 yamaha jet skis

    Value
    $900.00 $7,600.00

    Total Value of Equipment

    $8,500.00

    Stocks and Mutual Funds: Description 100 shares of Polysoft stock 1200 shares Rubicon Law Firm stock

    Value
    $1,100.00 $9,000.00

    Total Value of Stocks and Mutual Funds

    $10,100.00

    Retirement Plans: Name and Type of Plan Iris Plan 401k Gina Pension Plan

    Value
    $23,400.00 $18,500.00

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    Total Value of Retirement Plans

    $41,900.00

    TOTAL ASSETS:

    Total Assets

    $202,300.00

    DETAILED LISTING OF LIABILITIES Mortgages - Personal Residence: Lender Loan No. Ellison Financial Services Inc 1234546

    Monthly Payment
    $1,980.00

    Balance Due
    $210,000.00

    Total Personal Residence Mortgages

    $210,000.00

    Vehicle Loans: Lender Redwood Bank Redwood Bank

    Loan No. 19884 19423

    Monthly Payment
    $450.00 $490.00

    Balance Due
    $3,200.00 $9,875.00

    _____________ Total Vehicle Loans


    $13,075.00

    Credit Card Debt: Company Redwood Bank

    Acct. No. 1993455

    Monthly Payment
    $85.00

    Balance Due
    $650.00

    Total Credit Card Debt

    $650.00

    Student Loans: Lender Loan No. Morrison & Partners 19877632

    Monthly Payment
    $350.00

    Balance Due
    $27,500.00

    Total Student Loans

    $27,500.00

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    TOTAL LIABILITIES:

    Total Liabilities NET WORTH:

    $251,225.00 $-48,925.00

    ============

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    SUMMARY LISTING OF ASSETS AND LIABILITIES ASSETS Checking Accts Savings Accts Household Goods Jewelry Vehicles Recreational Equip. Stocks/Mutual Funds Retirement Plans Amount
    $14,300.00 $64,450.00 $15,050.00 $20,500.00 $27,500.00 $8,500.00 $10,100.00 $41,900.00

    _____________ TOTAL ASSETS:


    $202,300.00

    LIABILITIES Pers. Residence Vehicle Loan Credit Card Debt Student Loans

    Amount
    $210,000.00 $13,075.00 $650.00 $27,500.00

    _____________ TOTAL LIABILITIES: COMBINED NET WORTH:


    $251,225.00 $-48,925.00

    ============

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    SOURCES OF MONTHLY INCOME: Salaries and Wages: Employer RL Electronics Brookside Elementary School Dorian Rothschild's Total Monthly Wages Investment Accounts Trusts Other Sources TOTAL MONTHLY INCOME MONTHLY EXPENSES: Child Care Food Health Care/Medication Utilities Housing/Rent Other Mortgage Loans Auto Loans Auto Insurance Other Insurance Credit Cards Student Loans Other Expenses (including clothing, recreation, misc.) TOTAL MONTHLY EXPENSES

    Annual Wages
    $93,600.00 $45,000.00

    Monthly Wages
    $7,800.00 $3,750.00 $7,800.00 $0.00 $0.00 $0.00

    _____________
    $11,550.00

    $0.00 $1,200.00 $600.00 $420.00 $1,980.00 $0.00 $940.00 $845.00 $0.00 $85.00 $350.00 $0.00

    _____________
    $6,420.00

    I certify and warrant that to the best of my knowledge the information contained in this Personal Financial Statement is true, correct and complete.

    __________________________________________ Dorian Rothschild

    __________________________________________ Date

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