
Scott M. Brown, P.C.
ASSETS AND LIABILITIES
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If you have additional questions or concerns regarding these issues, please
call Scott M. Brown, P.C. at 979-849-8526
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Real property
- Description
- Address
- Mortgage information
- Original principal
- Principal at the time of marriage
- Name in which the loan was taken
- Date and amount of balance
- Motor vehicles and boats
- Description
- Year and make
- Vehicle identification number
- In whose possession is it in
- Name on the title
- Any special packages or accessories
- Lien holder
- Date and amount of balance
- Household furniture and furnishings
- Make an item-by-item, room-by-room or general descriptions and fair
market value of items
such as sofas, televisions, bedroom suites, refrigerator, etc.
- Cash accounts
- Bank name
- Type of account
- Balance on date of marriage
- Date and amount of current balance
- Lien against account if any
- Investments and Securities
- Institution name
- Type of account
- Name on account
- Balance on date of marriage
- Date and amount of current balance
- Employment benefits
- 401K and pensions
- Plan number
- Account number
- Vesting proportion
- Number of years worked prior to marriage and since marriage
- Balance on date of marriage
- Current balance
- Stock options and IRA accounts
- Plan name
- Account number
- Vesting proportion
- Number of years worked prior to marriage and since marriage
- Balance on date of marriage
- Current balance
- Life Insurance
- Insurance company name
- Policy account number
- Type of insurance; term or whole life
- Beneficiaries
- Purchase date
- Face value
- Date and amount of cash surrender value
- Oil and Gas interests
- Ownership description (royalty, bonus, overriding payment)
- Date purchased or acquired
- Other parties or entities involved
- Collections of extraordinary items
- Description and market value of: Jewelry, Coins, Antiques, Guns, Fine
Art, China
- List all separate property
- Separate property is all property you acquired before marriage or by
gift or inheritance
- Accounts receivable
- Name on which debt is held
- Date and original amount
- Principal balance owed
- Payable by whom
- Liabilities
- Credit cards
- Name of credit card
- Account number
- Name on account
- Monthly payment if applicable
- Date and amount of balance
- Notes payable
- Payable to whom
- Date incurred
- Reason for debt
- Payable by whom
- Date and amount of balance
- Utilities and/or medical bills
- Payable to whom
- Date incurred
- reason for liability
- Payable by whom
- Date and amount of balance
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The information you obtain at this site is not, nor is it intended to be,
legal advice. You should consult an attorney for advice regarding your
own situation.