Colorado Sworn Financial Statement Form
Prior to the negotiation process for the Marital Settlement Agreement, the divorcing spouses must complete this form and exchange copies with each other.Download
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JDF 1111 R4/10 SWORN FINANCIAL STATEMENT – FORM 35.2 Page 1 of 7 District Court Denver Juvenile Court ___________________ County, Colorado Court Address: In re: The Marriage of: Parental Responsibilities concerning: ______________________________________________________ Petitioner: and Co-Petitioner/Respondent : COURT USE ONLY Attorney or Party W ithout Attorney (Name and Address) : Phone Number: __________ E-mail: ___________________________ FAX Number: ___________ Atty. Reg. #: __________________ Case Number: Division ______ Courtroom _______ SWORN FINANCIAL STATEMENT I, ___________________________________________________ (full name) am am not currently employed. I am employed ____ hours per week. I am paid weekly bi -weekly twice a month monthly. My pay is based on a Monthly Salary Hourly rate of $_____ _____ Other: _______________________ __ Date employment began _______________________________. My occupation is: ____________________________ Name of employer: _______________________________ Address of employer: _________________________________________________________________________ If unemployed, what date did you last w ork? _______________________ I am unemployed due to disability involuntary layoff at work other: ________________________________ This household consist s of _____ adult(s), and ______ minor child(ren). I believe the monthly gross income of the other party is $___________. Annual gross income (last tax ye ar 20__) for Petitioner $ _________, Co-P etitioner /Respondent $ __________ 1. Monthly Income (Convert annual, bi -monthly, and weekly amounts to monthly amounts. ) Gross Monthly Income (before taxes and deductions) from salary and wages, including commissio ns, bonuses, overtime, self - employment, business income, other jobs, and monthly reimbursed expenses . $ Social Security Benefits (SSA) SSDI (Disability insurance – entitlement program) SSI (supplemental income – need based) $ Unemployment & Veterans’ Benefits Disability, W orkers’ Compensation Pension & Retirement Benefits Interest & Dividends Public Assistance (TANF) Other - ___________________ Total Monthly Income $ Miscellaneous Income Royalties, Trusts , and Other Investments $ Contributions from Other s $ Dependent Children’s monthly gross income. Source of Income: __________ All other sources, i.e. personal injury settlement, non -reported income, etc. Rental Net Income Expense Accounts Child Support from Others Other - ___________________ Spousal Support from Others Other - ___________________ Total Monthly Miscellaneous Income $ Total Income $ JDF 1111 R4/10 SWORN FINANCIAL STATEMENT – FORM 35.2 Page 2 of 7 2. Monthly Deductions (Mandatory and Voluntary) Mandatory Deductions Cost Per Month Cost Per Month Federal Income Tax $ State /Local Income Tax $ PERA/Civil Service Social Security Tax Medicare Tax Other - ___________________ Total Mandatory Deductions $ Voluntary Deductions Cost Per Month Cost Per Month Life and Disability Insurance $ Stock s/Bonds $ Health, Dental, Vision Insurance Premium Total number of people covered on Plan Retirement & Defer red Compensation Child Care (deducted from salary) Other - ____________________ Flex Benefit Cafeteria Plan Other - ____________________ Total Voluntary Deductions $ Total Monthly Deductions $ 3. M onthly Expenses Note: List regular monthly expenses below that you pay on an on-going basis and that ar e not identified in the deductions above. A. Housing Cost Per Month Cost Per Month 1st Mortgage $ 2nd Mortgage $ Insurance (Home/Rental) & Property Taxes (not included in mortgage payment) Condo/Homeowner’s/Maintenance Fees Rent Other - _____ ___________ Total Housing $ B. Utilities and Miscellaneous Housing Services Cost Per Month Cost Per Month Gas & Electricity $ Water , Sewer , Trash Removal $ Telephone (local, long distance, cellular & pager) Property Care (Lawn , snow removal, cleaning , security system, etc.) Internet Provider, Cable & Satellite TV Other - ____________________ Total Utilities and Miscellaneous Housing Services $ C. Food & Supplies Cost Per Month Cost Per Month Groceries & Supplies $ Dining Out $ Total Food & Supplies $ D. Health Care Costs (Co-pays, Premiums, etc. ) Cost Per Month Cost Per Month Doctor & Vision Care $ Dentist and Orthodontist $ Medicine & RX Drugs Therapist Premiums (if not paid by employ er) Other - ____________________ Total Health Care $ JDF 1111 R4/10 SWORN FINANCIAL STATEMENT – FORM 35.2 Page 3 of 7 E . T ransportation & Recreation Vehicles (Motorcycles, Motor Homes, Boats, ATV, Snowmob iles, etc.) Cost Per Month Cost Per Month Primary Vehicle Payment $ Other Vehicle Payments $ Fuel, Parking, and Maintenance Insurance & Registration /Tax Payments (yearly amount (s) ÷12) Bus & Commuter Fees Other - ________________ Total Transportation $ F. Children’s Expenses and Activities Cost Per Month Cost Per Month Clothing & Shoes $ Child Care $ Extraordinary Expenses i. e. Special Needs, etc. Misc. Expenses , i.e. T utor, Books, Activities, Fees , Lunch, etc. Tuition Other - ________________ Total Children’s Expenses and Activities $ G. Education for you - Please identify status: Full- time student Part -time student Cost Per Month Cost Per Month Tuition , Books, Supplies, Fees, etc. Other - ________________ Total Education $ H . Maintenance & C hild Support (that you pay) Cost Per Month Cost Per Month Spousal Maintenance Child Support This family $ This family $ Other family Other family Total Maintenance and Child Sup port $ I. Miscellaneous (Please list on-going expenses not covered in the sections above) Cost Per Month Cost Per Month Recreation /Entertainment $ Personal Care (Hair, Nail, Clothing , etc.) $ Legal/Accounting Fees Subscriptions (Newspapers, Magazines, etc.) Charity/Worship Movie & Video Rentals Vacation/Travel/Hobbies Investments (Not part of payroll deductions) Membership/Clubs Home Furnishings Pets/Pet Care Sports Even ts/Participation Other - ________________ Other - ________________ Other - ________________ Other - ________________ Other - ________________ Other - ________________ Other - ________________ Other - ________________ Total Miscellaneous $ Total Monthly Expenses (Total s from A – I) $ JDF 1111 R4/10 SWORN FINANCIAL STATEMENT – FORM 35.2 Page 4 of 7 4. Debts (unsecured) List unsecured d ebts such as credit cards, store charge accounts, loans from family members, back taxes owed to the I.R.S., etc. Do not list debts that are liens against your property, such as mortgages and car loans, because th at payment is already listed as an expense above, and the total of the debt is shown elsewhere as a deduction from value where that asset is listed, such as under Real Estate or Motor Vehicles. For name on account, "P" = Petitioner, "C /R” = Co -Petitioner or Respondent , "J" = Joint. Nam e of Creditor Account Number (last 4- digits only) P C/R J Date of Balance Balance Monthly Payment Required Minimum Reason for Which Debt was Incurred $ $ Unsecured Debt Balance $ $ →Total Minimum Monthly Payment SWORN FINANCIAL STATEMENT SUMMARY (INCOME/EXPENSES) Total Income (from Page 1) $ ________ _____ A Total Monthly Deductions (from Page 2) $ ________ _____ B Total Monthly Net Income ( A minus B) $ _____________ Total Monthly Expenses (from Page 3 ) $ ________ _____ C Total Minimum Monthly Payment Required - Debts Unsecured (from P age 4) $ _____________ D Total Monthly Expenses and Payments (C plus D) $ _____________ Net Excess o r Shortfall (Monthly Net Income less Monthly Expenses and Payments) (+/-) $ ______________ JDF 1111 R4/10 SWORN FINANCIAL STATEMENT – FORM 35.2 Page 5 of 7 5. Assets You MUST disclose all assets correctly. By indicating “None”, you are stating affirmatively that you or the other party , do not have assets in that category . Please attach additional cop ies of page s 5 & 6 to identify your assets, if necessary. If the parties are married , check under the heading J oi nt (J) all assets acquired during the marriage but not by gift or inheritance. Under the headings of P etitioner (P) or Co -Petitioner/Respondent (C/R) , check assets owned before this marriage and assets acquired by gift or inheritance. If the parties were NEVER married to each other or are using this form to modify child support , list all of each party’s assets under the headings of Petitioner (P) or Co- Petitioner/Respondent (C/R). "P" = Petitioner, "C/R” = Co-Petitioner or Respondent, "J" = Joint. A. Real Estate (Address or Property Description and N ame of Creditor/ Lender) None P C/R J Estimated Value as of Today Value = what you could sell it for in its current condition. Amount Owed Net Value/Equity (Value minus amount owed) $ $ $ Total $ $ $ B. Motor Vehicles & Recreation Vehicles Including Motorcycles, ATV’s, Boats, etc.) (Year, Make, Model) (Name of Creditor/Lender) None P C/R J Estimated Value as of Today Value = what you could sell it for in its current condition. Amount Owed Net Value/Equity (Value minus amount owed) Total $ $ $ C. Cash on Hand, Bank, Checking, Savings, or Health Accounts (Name of Bank or Financial Institution) None P C/R J Type of Account Account # (last 4-digits only) Balance as of Today $ Total $ D. Life Insurance (Name of Company/Beneficiary) None P C/R J Type of Policy Face Amount of Policy Cash Value today $ $ Total $ $ JDF 1111 R4/10 SWORN FINANCIAL STATEMENT – FORM 35.2 Page 6 of 7 E. Furniture, Household Goods, and Other Personal Property, i.e. Jewelry, Antiques, Collectibles, Artwork, Power Tools, etc. Identify Items and report in total. None P C/R J Current Possession Held by Estimated Value as of Today Value = what you could sell it for in its current condition. P C/R J $ Total $ F. Stocks, Bonds, Mutual Funds, Securities & Investment Accounts None If owned please attach JDF 1111- SS. Total $ G. Pension, Profit Sharing, or Retirement Funds None If owned please attach JDF 1111- SS. Total $ H. Miscellaneous Assets None If you own any of the assets identified below, please check the appropriate box and attach JDF 1111 -SS to report the value. Business Interests Stock Options Money/Loans owed to you IRS Refunds due to you Country Club & Other Memberships Livestock, Crops, Farm Equipment Pending lawsuit or claim by you Accrued Paid Leave (sick, vacation, personal) Oil and Gas Rights Va cation Club Points Safety Deposit Box/Vault Trust Beneficiary Frequent Flyer Miles Education Accounts Health Savings Accounts Mineral and W ater Rights Other - __________ Other - ___________ Other - _____________ Other - _____________ Total $ I. Separate Property None If owned please attach JDF 1111- SS to identify the property and to report the value. Total $ Total Value/Balance of All Assets (A – I) $ JDF 1111 R4/10 SWORN FINANCIAL STATEMENT – FORM 35.2 Page 7 of 7 I swear or affirm under oath that this Sworn Financial Statement, attached schedules, and mandatory disclosures contain a complete disclosure of my income, expenses, assets, and debt as of the date of my signature. I understand that if the information I have provided changes or needs to be updated before a final decree or order is issued by the Court, that I have a duty to provide the correct or updated information. I understand that this oath is made under penalty of perjury. I understand that if I have omitted or misstated any material information, intentionally or not, the Court will have the power to enter orders to address those matters, including the power to punish me for any statements made with the intent to defraud or mislead the Court or the other party. Date: _______________________ __________________________________ ___________ Signature of Petitioner or Co-Petitioner/Respondent Subscribed and affirmed, or sworn to before me in the County of _________________________, State of ________________, this _______ day of _______, 20_____. My Commission Expires: ___________________ ________________________________________ Notary Public/Deputy Clerk CERTIFICATE OF SERVICE To be completed if the Sworn Financial Statement is not being filed with J DF 1104 - Certificate of Compliance with Mandatory Financial Disclosures I certify that on ________________________ (date) a true and accurate copy of the SWORN FINANCIAL STATEMENT was served on the other party by: Hand Delivery, E -filed, Faxed to this number: ___________________, or By placing it in the United States mail, postage pre- paid, and addressed to the following: To: _______________________________________ _______________________________________ _______________________________________ ______________________________________ Your signature
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