Inventory and Appraisement - Mathews Family Lawmathewsfamilylaw.com/resources/Inventory Appraisement... · Web viewInventory and Appraisement Community Estate of the Parties 1. Real

MATHEWS & ASSOCIATES

Attorneys at Law

INVENTORY AND APPRAISEMENT

COMMUNITY ESTATE OF THE PARTIES

1. Real Property (include all property purchased by contract for deed, such as Texas Veterans Land Board property, property purchased in recreational developments, and time-shares)

1.1. Street address:_______________________________________________________

County of location:___________________________________________________

Date when purchased:________________________________________________

Description of improvements, if any:_____________________________________

Legal description:____________________________________________________

Current fair market value (as of ___________): $_____________

Name of mortgage company and account number, if any:______________________

Address of mortgage company:__________________________________________

Current balance of mortgage (as of _________): $_____________

Other liens against property:____________________________________________

Current net equity in property: $____________

1.2. Street address:_______________________________________________________

County of location:___________________________________________________

Date when purchased:________________________________________________

Description of improvements, if any:_____________________________________

Legal description:____________________________________________________

Current fair market value (as of ___________): $_____________

Name of mortgage company and account number, if any:_____________________

Address of mortgage company:__________________________________________

Current balance of mortgage (as of _________): $_____________

Other liens against property:____________________________________________

Current net equity in property: $____________

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)

2.1. Name of mineral interest/lease/well:_______________________________________

Date purchased:______________________________________________________

Type of interest:______________________________________________________

County of location:____________________________________________________

Legal description:_____________________________________________________

Name of producer/operator:_____________________________________________

Current value (as of ________________): $___________

2.2. Name of mineral interest/lease/well:_____________________________________

Date purchased:______________________________________________________

Inventory & Appraisement CONFIDENTIAL Page 2

Type of interest:______________________________________________________

County of location:____________________________________________________

Legal description:_____________________________________________________

Name of producer/operator:_____________________________________________

Current value (as of ________________):$_____________

3. Cash and Accounts with Financial Institutions (include cash, Traveler’s checks, money orders, and accounts with commercial banks, savings banks, credit unions, and funds on deposit with attorneys and other third parties; exclude accounts with brokerage houses and all retirement accounts)

3.1. Name of financial institution:____________________________________________Account

name:________________________________________________________Account

number:_______________________________________________________Type of account: [checking/savings/money market/certificate of

deposit]:__________Name(s) on withdrawal

cards:___________________________________________Current account balance (as of _______________): $_________________


name:_______________________________________________________Account

number:_______________________________________________________Type of account: [checking/savings/money market/certificate of

deposit]:__________Name(s) on withdrawal

cards:___________________________________________Current account balance (as of _______________): $_________________


name:_______________________________________________________Account

number:______________________________________________________


Type of account: [checking/savings/money market/certificate of deposit]:_________

Name(s) on withdrawal cards:___________________________________________

Current account balance (as of _______________): $___________________

4. Brokerage/Mutual Fund Accounts

4.1. Name of brokerage firm/mutual fund:______________________________________

Address of brokerage firm/mutual fund:_____________________________________

Name account held in:_________________________________________________

Name of account (and subaccounts if any):_________________________________

Account number (and numbers of subaccounts if any):Date Account

Opened:________________________________________________Source of Account

Funds:______________________________________________Margin loan balance (as of _________):

$___________________



Name account held in:_________________________________________________

Name of account (and subaccounts if any):_________________________________

Account number (and numbers of subaccounts if any):Date Account



$___________________



Name account held


in:_________________________________________________Name of account (and subaccounts if

any):_________________________________Account number (and numbers of subaccounts if any):Date Account



$___________________

5. Publicly Traded Stocks, Bonds, and Other Securities (include securities not in a brokerage account, mutual fund, or retirement fund)

5.1. Name of security:______________________________________________________

Number of shares:_____________________________________________________

Date Purchased/Acquired:_____________________________________________

Source of Funding to purchase/acquire:___________________________________

Type of security: [common stock/preferred stock/bond/[other security]]:___________

Certificate numbers:___________________________________________________

In possession of:_______________________________________________________

Name of exchange on which listed:________________________________________

Pledged as collateral? [Yes/No]___________________________________________

Current market value (as of ___________):$___________________

5.2. Name of security:______________________________________________________

Number of shares:_____________________________________________________




Certificate


numbers:___________________________________________________In possession

of:_______________________________________________________Name of exchange on which

listed:________________________________________Pledged as collateral?

[Yes/No]___________________________________________Current market value (as of ___________):

$___________________

5.3. Name of security:______________________________________________________

Number of shares:_____________________________________________________





In possession of:_______________________________________________________

Name of exchange on which listed:________________________________________

Pledged as collateral? [Yes/No]___________________________________________

Current market value (as of ___________):$___________________

5.4. Name of security:______________________________________________________

Number of shares:_____________________________________________________





In possession of:_______________________________________________________

Name of exchange on which


listed:________________________________________Pledged as collateral?

[Yes/No]___________________________________________Current market value (as of ___________):

$___________________

6. Stock Options (include all exercisable, nonexercisable, vested, and nonvested stock options regardless of any restrictions on transfer)

6.1. Name of company:_____________________________________________________



Date of option/grant:__________________________________________________

Vesting schedule:______________________________________________________

Number of options:____________________________________________________

Are the options exercisable? [Yes/No]_____________________________________

Are the options registered? [Yes/No]_______________________________________

Current stock price (as of ________):_______________________________________

Strike price:__________________________________________________________

Current net market value (as of __________):$___________________

6.2. Name of company:_____________________________________________________










Strike price:__________________________________________________________


6.3. Name of company:_____________________________________________________









Strike price:__________________________________________________________


7. Bonuses

7.1. Name of company:____________________________________________________

Date bonus expected to be paid:_________________________________________

Anticipated amount of bonus:$___________________

7.2. Name of company:____________________________________________________

Date bonus expected to be paid:_________________________________________

Anticipated amount of bonus:


$___________________

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)

8.1. Name of business:_____________________________________________________

Address:___________________________________________________________

Date Started/Purchased/Acquired:_________________________________________

Source of Funding to start/purchase/acquire:_________________________________

Type of business organization:__________________________________________

Percentage of ownership:______________________________________________

Number of shares owned (if applicable):__________________________________

Value (as of ______________):$___________________

Balance of accounts receivable if on cash basis accounting: $___________________

Balance of liabilities if on cash basis accounting:<$_________________>

8.2. Name of business:_____________________________________________________

Address:___________________________________________________________






Value (as of ______________):$___________________


Balance of liabilities if on cash basis accounting:


<$_________________>

8.3. Name of business:_____________________________________________________

Address:___________________________________________________________






Value (as of ______________):$___________________


Balance of liabilities if on cash basis accounting:<$_________________>

9. Retirement Benefits

9.A. Defined Contribution 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; IRC §§ 401(k), 403(b))

9.A.1. Exact name of plan:_______________________________________________

Name and address of plan administrator:____________________________

Employee:____________________________________________________

Employer:______________________________________________________

Starting date of creditable service:___________________________________

Percentage employee is vested:____________________________________

Account name:________________________________________________

Account number:_______________________________________________

Account balance as of date of


marriage:_____________________________Payee of survivor

benefits:________________________________________Designated

beneficiary:_________________________________________Current account balance (as of ___________):

$___________________Balance of loan against plan:

$___________________



Employee:____________________________________________________

Employer:______________________________________________________

Starting date of creditable service:___________________________________

Percentage employee is vested:____________________________________

Account name:________________________________________________

Account number:_______________________________________________

Account balance as of date of marriage:_____________________________

Payee of survivor benefits:________________________________________

Designated beneficiary:_________________________________________

Current account balance (as of ___________):$___________________

Balance of loan against plan: $___________________



Employee:____________________________________________________

Employer:______________________________________________________

Starting date of creditable


service:___________________________________Percentage employee is

vested:____________________________________Account

name:________________________________________________Account

number:_______________________________________________Account balance as of date of

marriage:_____________________________Payee of survivor

benefits:________________________________________Designated

beneficiary:_________________________________________Current account balance (as of ___________):

$___________________Balance of loan against plan:

$___________________

9.B. Defined Benefit Plan (any plan that is not a defined contribution plan and that usually involves payment of benefits according to a formula)

9.B.1. Exact name of plan:______________________________________________

Name and address of plan administrator:______________________________

Employee:____________________________________________________

Employer:____________________________________________________

Starting date of creditable service:__________________________________

Percentage employee is vested:_____________________________________

Designated beneficiary:___________________________________________

Payee of survivor benefits:_______________________________________

Description of benefits:____________________________________________

9.B.2. Exact name of plan:______________________________________________

Name and address of plan administrator:______________________________

Employee:____________________________________________________


Employer:____________________________________________________

Starting date of creditable service:__________________________________

Percentage employee is vested:_____________________________________

Designated beneficiary:___________________________________________


Description of benefits:____________________________________________

9.C. IRA/SEP

9.C.1. Name of financial institution:_______________________________________

Account name:________________________________________________

Account number:_______________________________________________


Designated beneficiary:__________________________________________

Current account balance (as of ___________): $______________


Account name:________________________________________________

Account number:_______________________________________________





Account name:________________________________________________

Account


number:_______________________________________________Payee of survivor

benefits:_______________________________________Designated

beneficiary:__________________________________________Current account balance (as of ___________):

$______________

9.D. Military Benefits

9.D.1. Branch of service:________________________________________________

Name of service member:________________________________________

Rank/pay grade of service member:________________________________

Starting date of creditable service:_________________________________

Status of service member: [active/reserve/retired]_____________________


Description of benefits:__________________________________________

Monthly benefit payable: $______________


9.D.2. Branch of service:________________________________________________

Name of service member:________________________________________

Rank/pay grade of service member:________________________________

Starting date of creditable service:_________________________________

Status of service member: [active/reserve/retired]_____________________


Description of benefits:__________________________________________

Monthly benefit payable: $______________

Current account balance (as of ___________):


$______________

9.E. Nonqualified Plans

9.E.1. Name of financial institution:_______________________________________

Account name:__________________________________________________

Account number:_________________________________________________



Designated beneficiary:____________________________________________


9.E.2. Name of financial institution:_______________________________________

Account name:__________________________________________________

Account number:_________________________________________________



Designated beneficiary:____________________________________________

Value of community interest in plan (as of __________):$______________


9.F. Government Benefits (civil service, teacher, railroad, state, and local)

9.F.1. Name of plan:__________________________________________________

Name of government employee:___________________________________

Account name:_________________________________________________

Account number:________________________________________________


Account balance as of date of marriage:_______________________________




9.F.2. Name of plan:__________________________________________________

Name of government employee:___________________________________

Account name:_________________________________________________

Account number:________________________________________________

Account balance as of date of marriage:_______________________________




10. Other Deferred Compensation Benefits (e.g., worker’s compensation, disability benefits, other special payments, and other forms of compensation)

10.1. Husband’s description of assets:_________________________________________Value:

$______________

10.2. Wife’s description of assets:____________________________________________

Value: $______________

11. Insurance and Annuities

11.A.Life Insurance


11.A.1. 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:$______________

Designated beneficiary:________________________________________

Balance of loan against policy: $______________

11.A.2. Name of insurance company:______________________________________

Policy number:_________________________________________________

Name of insured:______________________________________________

Name of owner:_______________________________________________

Type of insurance: [term/whole/universal]:_________________________


Date of issue:________________________________________________

Face amount:________________________________________________

Cash surrender value on date of marriage:__________________________

Current cash surrender value:$______________

Designated


beneficiary:________________________________________Balance of loan against policy:

$______________

11.B.Annuities

11.B.1.Name of company:_______________________________________________

Policy number:_______________________________________________

Name of annuitant:______________________________________________

Name of owner:________________________________________________

Type of annuity:______________________________________________


Date of issue:__________________________________________________

Face amount:__________________________________________________


Value on date of marriage:______________________________________

Current value (as of ____________):$______________

Balance of loan against policy: $______________

11.B.2.Name of company:_______________________________________________

Policy number:_______________________________________________

Name of annuitant:______________________________________________

Name of owner:________________________________________________

Type of annuity:______________________________________________


Date of issue:__________________________________________________

Face


amount:__________________________________________________Designated

beneficiary:__________________________________________Value on date of

marriage:______________________________________Current value (as of ____________):

$______________Balance of loan against policy:

$______________

12. Motor Vehicles, Boats, Airplanes, Cycles, etc. (including mobile homes, trailers, and recreational vehicles; exclude company-owned vehicles)

12.1.Year:_____________________________________________________________

Make:__________________________________________________________

Model:___________________________________________________________

Name on certificate of title:___________________________________________

In possession of:__________________________________________________

Vehicle identification number:_________________________________________

Name of creditor if loan against vehicle:_________________________________

Current balance (as of ___________): $______________

Current net equity in vehicle:$______________

12.2.Year:_____________________________________________________________

Make:__________________________________________________________

Model:___________________________________________________________


In possession of:__________________________________________________






12.3.Year:_____________________________________________________________

Make:__________________________________________________________

Model:___________________________________________________________


In possession of:__________________________________________________





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)

13.1. Name of debtor:____________________________________________________

Debtor’s relationship to you:_________________________________________

Is debt evidenced in writing? [Yes/No]________________________________

Is debt secured? [Yes/No]____________________________________________

Current loan amount owed (as of ___________):$______________

13.2. Name of debtor:____________________________________________________

Debtor’s relationship to you:_________________________________________

Is debt evidenced in writing? [Yes/No]________________________________

Is debt secured? [Yes/No]____________________________________________


Current loan amount owed (as of ___________):$______________

14. Household Furniture, Furnishings, and Fixtures

Item Description/Identification

Location Value

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

16.

17.

18.

19.


20.

21.

22.

23.

24.

25.

26.

27.

28.

30.

(Please attach additional pages if necessary)

15. Electronics and Computers


Location Value

1.

2.

3.

4.

5.

6.

7.

8.


9.

10.

16. Antiques, Artwork, and Collections (include any works of art, such as paintings, tapestry, rugs, and coin or stamp collections)


Location Value

1.

2.

3.

4.

5.

6.

7.

(Please attach additional pages if necessary)17. Miscellaneous Sporting Goods and Firearms


Location Value

1.

2.

3.

4.

5.

18. Jewelry and Other Personal Items


Location Value


1.

2.

3.

4.

5.

6.

19. Livestock (include cattle, horses, and so forth)


Location Value

1.

2.

3.

4.

5.

(Please attach additional pages if necessary)

20. Club Memberships

20.1. Name of club:______________________________________________________

Name membership held in:__________________________________________

Account number:___________________________________________________

Current value (as of ___________):$______________

Method of valuation:______________________________________________

20.2. Name of club:______________________________________________________



Account number:___________________________________________________



20.3. Name of club:______________________________________________________


Account number:___________________________________________________



21. Travel Award Benefits (include frequent-flyer mileage accounts)

21.1. Name of airline:____________________________________________________Name of account holder:_____________________________________________Account

number:____________________________________________________Current number of miles (as of

____________):_________________________Current value (if any):

$______________

21.2. Name of airline:____________________________________________________

Name of account holder:_____________________________________________

Account number:____________________________________________________

Current number of miles (as of ____________):_________________________

Current value (if any):$______________

21.3. Name of airline:____________________________________________________

Name of account


holder:____________________________________________Account

number:____________________________________________________Current number of miles (as of

____________):_________________________Current value (if any):

$______________

22. Miscellaneous Assets (intellectual property, licenses, crops, farm equipment, construction equipment, tools, leases, cemetery lots, gold/silver/coins not part of a collection described elsewhere in this inventory, estimated tax payments, tax overpayments, loss carry-forward deductions, lottery tickets/winnings, stadium bonds, stadium seat licenses, seat options, and season tickets)


Location Value

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

23. Safe-Deposit Boxes

23.1. Name of financial institution or other depository:__________________________

Box


number:_____________________________________________________Names of persons with access to

contents:_______________________________Items in safe-deposit

box:____________________________________________

23.2. Name of financial institution or other depository:__________________________

Box number:_____________________________________________________

Names of persons with access to contents:_______________________________

Items in safe-deposit box:____________________________________________

24. Storage Facilities

24.1. Name and location: Unit #:

Terms and length of lease:___________________________________________

Names of persons with access to contents:_______________________________

Items in storage unit:_________________________________________________

25. Community Claim for Reimbursement

25.1. Reimbursement claim against husband’s separate estate:Basis of

claim:____________________________________________________Amount claimed (as of _________):

$______________

25.2. Reimbursement claim against husband’s separate estate:Basis of


$______________

25.3. Reimbursement claim against wife’s separate estate:Basis of


$______________


25.4. Rimbursement claim against wife’s separate estate:Basis of


$______________

26. Equitable Interest(s) of Community Estate

26.1. Equitable interest due to financial contribution of community property to husband’s separate estate:Basis of

claim:_____________________________________________________Amount claimed (as of _________):

$______________

26.2. Equitable interest due to financial contribution of community property to wife’s separate estate:Basis of


$______________

26.3. Equitable interest resulting from use of community property to pay debts on husband’s separate property:Basis of


$______________

26.4. Equitable interest resulting from use of community property to pay debts on wife’s separate property:Basis of

claim:______________________________________________________Amount claimed (as of _________):

$______________

27. Contingent Assets (e.g., lawsuits by either party against a third party)

27.1. Nature of claim:____________________________________________________

Amount of claim$______________

27.2. Nature of


claim:____________________________________________________Amount of claim

$______________

28. Community Liabilities

28.A.Credit Cards and Charge Accounts

28.A.1. Name of creditor:____________________________________________

Account number:____________________________________________

Name(s) on account:________________________________________

Current balance (as of _________):<$___________>


Account number:____________________________________________

Name(s) on account:________________________________________



Account number:____________________________________________

Name(s) on account:________________________________________



Account number:____________________________________________

Name(s) on account:________________________________________


28.A.5. Name of


creditor:____________________________________________Account

number:____________________________________________Name(s) on

account:________________________________________Current balance (as of _________):

<$___________>


Account number:____________________________________________

Name(s) on account:________________________________________



Account number:____________________________________________

Name(s) on account:________________________________________


28.B.Federal, State, and Local Tax Liability

28.B.1. Amount owed in any previous tax year: <$___________>

[describe liability, e.g., federal income tax/property taxes]

Amount owed for current year _________: <$___________>








28.C.Attorney’s Fees in This Case

28.C.1. Husband (as of ________):<$___________>

28.C.2. Wife (as of __________):<$___________>

28.D.Other Professional Fees in This Case

28.D.1. Husband (as of ________):<$___________>

28.D.2. Wife (as of __________):<$___________>

28.E.Other Liabilities Not Otherwise Listed in This Inventory (e.g., loans, margin accounts, if not previously disclosed)

28.E.1. Name of creditor:___________________________________________

Account number:__________________________________________

Party incurring liability:_____________________________________

Is loan evidenced in writing? [Yes/No]__________________________


Security, if any:_____________________________________________


Account number:__________________________________________




Security, if


any:_____________________________________________


Account number:__________________________________________




Security, if any:_____________________________________________

28.F.Reimbursement Claims against Community Estate

28.F.1. Reimbursement claim by husband’s separate estate:________________

Basis of claim:_____________________________________________

Amount of claim (as of _________):<$___________>

28.F.2. Reimbursement claim by wife’s separate estate:__________________

Basis of claim:_____________________________________________

Amount of claim (as of _________):<$___________>

28.G.Equitable Interest Claims against Community Estate

28.G.1. Equitable interest due to financial contribution of husband’s separate property to community estate: Basis of

claim:______________________________________________Amount of claim (as of _________):

<$___________>

28.G.2. Equitable interest due to financial contribution of wife’s separate property to community estate:Basis of


<$___________>


28.G.3. Equitable interest resulting from use of husband’s separate property to pay community property debts:Basis of

claim:_____________________________________________Amount of claim (as of _________):

<$___________>

28.G.4. Equitable interest resulting from use of wife’s separate property to pay community property debts:Basis of


<$___________>

28.H. Pledges (include charitable, church, and school related)

28.H.1. Name and address of recipient:_________________________________

Date of pledge:____________________________________________

Total amount of pledge:<$___________>

Is pledge payable in installments? [Yes/No]_____________________

Date each installment payment is due:__________________________

Amount of each installment:_________________________________

28.I. Contingent Liabilities (e.g., lawsuit against either party, guaranty either party may have signed)

28.I.1. Name of creditor:__________________________________________

Name of person primarily liable:______________________________

Amount of contingent liability:<$___________>

Nature of contingency:_______________________________________

SEPARATE ESTATES OF THE PARTIES


29. Separate Assets of Husband (generally defined as assets owned before marriage or assets acquired during marriage by gift or inheritance or as a result of personal injury)

29.1. Description of asset:_________________________________________________

Date property acquired:______________________________________________

How acquired(e.g., gift, devise, descent, or owned before marriage): Value (as of ________):

$____________




$____________

29.3. Husband’s separate reimbursement claim against community estate:Amount of Claim (as of ________):

$____________

29.4. Husband’s separate reimbursement claim against wife’s separate estate:Amount of Claim (as of ________):

$____________

29.5. Equitable interest claim due to financial contribution of husband’s separate estate to community estate:Basis of

claim:____________________________________________________Amount of Claim (as of ________):

$____________

29.6. Equitable interest claim due to financial contribution of husband’s separate estate to wife’s separate estate:Basis of

claim:____________________________________________________Amount of claim (as of ________):

$____________29.7. Equitable interest claim resulting from use of husband’s separate property to


pay debts on community property:Basis of


$____________

29.8. Equitable interest claim resulting from use of husband’s separate property to pay debts on wife’s separate property:Basis of


$____________

30. Liabilities of Husband’s Separate Estate

30.1. Description of liability:_______________________________________________

Date of liability:____________________________________________________

How liability acquired:______________________________________________

Amount of liability (as of __________): <$___________>

30.2. Wife’s separate property reimbursement claim against husband’s separate estate:

Value (as of ___________): <$___________>

30.3. Community estate’s reimbursement claim against husband’s separate estate:Value (as of ___________):

<$___________>

30.4. Equitable interest claim due to financial contribution of community property to husband’s separate estate:Basis of

claim:_____________________________________________________Amount of claim (as of _________):

<$___________>

30.5. Equitable interest claim due to financial contribution of wife’s separate property to husband’s separate estate:Basis of

claim:____________________________________________________Amount of claim (as of _________):


<$___________>

30.6. Equitable interest claim resulting from use of community property to pay debts on husband’s separate property:Basis of

claim:______________________________________________________Amount of claim (as of _________):

<$___________>

30.7. Equitable interest claim resulting from use of wife’s separate property to pay debts on husband’s separate property:Basis of


<$___________>

31. Separate Assets of Wife (generally defined as assets owned before marriage or assets acquired during marriage by gift or inheritance or as a result of personal injury)




$____________




$____________

31.3. Wife’s separate reimbursement claim against community estate:

Value (as of ________):$____________


31.4. Wife’s separate reimbursement claim against husband’s separate estate:

Value (as of ________):$____________

31.5. Equitable interest claim due to financial contribution of wife’s separate estate to community estate:Basis of


$_____________

31.6. Equitable interest claim due to financial contribution of wife’s separate estate to husband’s separate estate:Basis of


$_____________

31.7. Equitable interest claim resulting from use of wife’s separate property to pay debts on community property:Basis of


$_____________

31.8. Equitable interest claim resulting from use of wife’s separate property to pay debts on husband’s separate property:Basis of


$_____________

32. Liabilities of Wife’s Separate Estate

32.1. Description of liability:_______________________________________________

Date of liability:___________________________________________________

How liability acquired:_______________________________________________

Amount of liability (as of ___________):


<$___________>

32.2. Husband’s separate property reimbursement claim against wife’s separate estate:

Value (as of ________):

<$___________>

32.3. Community estate’s reimbursement claim against wife’s separate estate: Value (as of ________):

<$___________>

32.4. Equitable interest claim due to financial contribution of community property to wife’s separate estate: Basis of


<$___________>32.5. Equitable interest claim due to financial contribution of husband’s separate

property to wife’s separate estate: Basis of


<$___________>

32.6. Equitable interest claim resulting from use of husband’s separate property to pay debts on wife’s separate estate: Basis of


<$___________>

32.7. Equitable interest claim resulting from use of community property to pay debts on wife’s separate property: Basis of


<$___________>


CHILD/CHILDREN’S PROPERTY

33. Child/Children’s Property (e.g., custodial accounts under the Texas Uniform Gifts to Minors Act or Uniform Transfers to Minors Act)

33.1. Name of financial institution:_________________________________________

Address of financial institution:________________________________________

Name of account:__________________________________________________

Account number:____________________________________________________

Amount on deposit (as of _____________): $______________

Name of minor for whom funds were deposited:__________________________



Name of account:__________________________________________________

Account number:____________________________________________________





Name of account:__________________________________________________

Account number:____________________________________________________






Name of account:__________________________________________________

Account number:____________________________________________________



TRUST AND ESTATE ASSETS

34. Assets Held by Either Party for the Benefit of Another (include formal/ informal trusts)

34.1. Name(s) of person(s) holding assets:____________________________________

Description of assets:_______________________________________________

Name and title of fiduciary (e.g., executor, trustee):________________________

Name of owner of beneficial interest:____________________________________

Value of assets (as of _________): $______________

35. Assets Held for the Benefit of Either Party as a Beneficiary (include formal/informal trusts)


35.1. Name(s) of person(s) holding assets:___________________________________

Description of assets:______________________________________________

Name and title of fiduciary (e.g., executor, trustee):_______________________

Name of owner of beneficial interest:__________________________________

Value of assets (as of _________): $______________


Verification

"I have read these instructions and I state that all the community- and separate-property

assets and liabilities are fully disclosed on the attached Preparation of Inventory and Appraisement."

Signature

Printed Name

Date:______________________________________

STATE OF TEXAS §

COUNTY OF TRAVIS §

This instrument was acknowledged before me on

by ____________________________.

Notary Public, State of Texas


Documents

Inventory and Appraisement - Mathews Family Lawmathewsfamilylaw.com/resources/Inventory Appraisement... · Web viewInventory and Appraisement Community Estate of the Parties 1. Real