Petitioner/Joint Petitioner A : Respondent/Joint Petitioner B :
FA-4139V, 05/17 Financial Disclosure Statement §767.127, W isconsin Statutes This form shall not be modified. It may be supplemented with additional material. Page 1 of 8
Enter the name of the
county in which this case is filed.
STATE OF WISCONSIN, CIRCUIT COURT,
COUNTY
Enter the name of the
Petitioner/ Joint Petitioner A.
IN RE : THE MARRIAGE OF
Petitioner/Joint Petitioner A
Name (First, Middle and Last)
and
On the far right, check Petitioner/Joint Petitioner A
or Res pondent/Joint Petitioner B.
Financial Disclosure
Statement of
Petitioner/Joint Petitioner A
Respondent/Joint Petitioner B
Case No.
Enter the name of the Respondent/ Joint Petitioner B.
Respondent/Joint Petitioner B
Name (First, Middle and Last) Enter the case number.
This form must be filed with the court within the time period set by the court but no later than 90 DAYS after the service of
the Summons and Petition on the Respondent/Joint Petitioner B or t he filing of a Joint Petition . Failure by either party
to complete and file this form or attachments as required will authorize the court to accept the statement o f the other party
as the basis for its decisions. Deliberate failure to provide complete disclosure is perjury.
1. PROOF OF INCOME
Attach a statement reflecting income earned to date for the current year.
Attach most recent W -2 Statement.
2. GENERAL INFORMATION
Name
Address
Address
City State Zip
Phone [Day] Phone [Evening]
Alternative Phone: Social Security Number
Occupation
Em ployer
Address
Address
City State Zip
Phone Fax
Payroll Office Same as employer
Address
Address
City State Zip
Phone Fax
Petitioner/Joint Petitioner A: Respondent/Joint Petitioner B: Financial Disclosure Statement Page 2 of 8 Case No.
FA-4139V, 05/17 Financial Disclosure Statement §767.127, W isconsin Statutes This form shall not be modified. It may be supplemented with additional material.
Page 2 of 8
3. MEMBERS OF YOUR HOUSEHOLD
Enter the name and relationship of all people living in your household. Check yes or no to identify if they contribute to
payment of household expenses.
I live alone .
Name Relationship This person helps pay expenses
Yes No
1.
2.
3.
4.
5.
6.
7.
8.
4. MONTHLY INCOME
Income from wages / salary is received : (check one)
To calculate monthly gross income use the multiplier shown:
weekly -multiply weekly income by 4.3 3 every other week (bi -weekly) multiply bi -weekly income by 2.17
monthly twice a month -multiply semi -monthly income by 2
MONTHLY GROSS INCOME
1. 1 Gross monthly income (before taxes and deductions) from salary and wages,
including commissions, allowances and over time. (See above how to calculate.)
2. Pensions and retirement funds received
3. Social Security benefits received
4. Disability and Unemployment Insurance received
5. Public Assistance Fund s received
6. Interest and Dividends received
7. 7 Child Support and maintenance (spousal support) received from any prior
marriage/relationship
8. Rental payments received (from property you rent to others)
9. Bonuses re ceived
10. Other sources of income received: (please specify)
11.
12.
13. Total Gross Income (add lines 1 -12)
MONTHLY DEDUCTIONS
14. Number of tax exemptions claimed
15. Monthly federal income tax withheld
16. Monthly state income tax withheld
17. Social Security
18. Medicare
19. Medical insurance
20. Other insurances
21. Union or other dues
22. Retirement or pension fund
23. Savings plan
24. Credit union
25. Child support or spousal support payments
26. Other deductions: (please specify)
27.
28. Total Monthly Deductions (add lines 14 – 27)
MONTHLY NET INCOME (subtract line 28 from line 13)
Petitioner/Joint Petitioner A: Respondent/Joint Petitioner B: Financial Disclosure Statement Page 3 of 8 Case No.
FA-4139V, 05/17 Financial Disclosure Statement §767.127, W isconsin Statutes This form shall not be modified. It may be supplemented with additional material.
Page 3 of 8
5. ANTICIPATED MONTHLY EXPENSES
My Monthly Expenses
1. Rent or mortgage payment (primary residence)
2. Real Estate Property taxes (residence)
3. Repairs a nd maintenance (including maintenance of appliances and furnishings)
4. Food (include eating out) and household supplies
5. Utilities (electricity, heat, water, sewage, trash)
6. Telephone (local, long distance & cellular)
7. Cable and Internet Services
8. Laundry and dry cleaning
9. Clothing and shoes
10. Medical, dental and prescription drug expenses (not covered by insurance)
11. Insurance (life, health, accident, auto, liability, disability, homeowner’s or renter’s -
excluding insurance that is paid through payroll deductions)
12. Childcare (babysitting and day care)
13. Child support or spousal support payments (due to previous marriage or relationship)
(Exclude payments made through payroll deductions)
14. School expenses (child and adult education)
15. Entertainment (include clubs, social obligations, travel, recreation)
16. Incidentals (grooming, tobacco, alcohol, gifts, holidays and special occasions)
17. Transportation (other than automobile)
18. Auto payments (loans/leases)
19. Auto expenses (gas, oil, repairs, maintenanc e)
20. Newspapers, magazines, books
21. Care and maintenance of pets (food, vet, grooming)
22. Payments to any dependents not living in your home and not included in a category
above (including college age children)
23. Hobbies
24. Other taxes than those listed above (exclude payroll deductions)
25. Other expenses (include expenses of other real properties owned, professional
services such as counseling and tax/legal advice, etc)
Other Monthly installment payments:
26. Mortgage (other than primary mortgage)
27. Other vehicle payments
28. Credit card debt (total minimum monthly payments)
29. Court ordered obligations
30. Student loans
31. Personal loans
TOTAL MONTHLY EXPENSES (Add lines 1 -31)
Petitioner/Joint Petitioner A: Respondent/Joint Petitioner B: Financial Disclosure Statement Page 4 of 8 Case No.
FA-4139V, 05/17 Financial Disclosure Statement §767.127, W isconsin Statutes This form shall not be modified. It may be supplemented with additional material.
Page 4 of 8
6. ASSETS : List ALL assets that you own individually and together with the other party without regard to how
they have been or will be divided later.
If you do not have assets in an asset category, write “none” under the heading and enter “zero” in the estimated value
column. If you need more space, please attach additional sheets.
A = Joint Petitioner A
B = Joint Petitioner B T = Together
Ownership or
Title Held by
Current
Possession
Estimated
Value Today Household Items A B T A B T Amount Owed
Household furniture & accessories
Household appliances
Kitchen equipment
China, silver, crystal
Jewelry
Clothing
Antiques
Art
Electronic equipment
Sports equipment
Recreational vehicles, boats
Tools
Other
Other
Automobiles:
Year, Make, Model A B T A B T Amount Owed Estimated
Value Today
Petitioner/Joint Petitioner A: Respondent/Joint Petitioner B: Financial Disclosure Statement Page 5 of 8 Case No.
FA-4139V, 05/17 Financial Disclosure Statement §767.127, W isconsin Statutes This form shall not be modified. It may be supplemented with additional material.
Page 5 of 8
Life Insurance
Name of Company & Policy # A B T Beneficiary Face Amount Cash Value
Today
Business Interests
Name of Business & Address A B T Type of Business % of Ownership Value MINUS
Indebtedness
Securities: Stocks, Bonds, Mutual
Funds, Commodity Accounts
Name of Company & # of shares
Ownership or Title held by
A = Joint Petitioner A
B = Joint Petitioner B T = Together
Value
Today
A B T
Pension, Retirement Accounts,
Deferred Compensation, 401K
Plans, IRAs, Profit Sharing, etc.
Name of Company & Type of Plan A B T
% Vested
if known Date of Valuation Value
Today
Petitioner/Joint Petitioner A: Respondent/Joint Petitioner B: Financial Disclosure Statement Page 6 of 8 Case No.
FA-4139V, 05/17 Financial Disclosure Statement §767.127, W isconsin Statutes This form shall not be modified. It may be supplemented with additional material.
Page 6 of 8
Cash and Deposit Accounts
(Savings and Checking)
Name of Bank or Financial Institution A B T
Type of
Account
Account #
Last 4 digits
Balance
Today
Other Personal Property
Description of Asset A B T
Type of
Property
Value
Assets Acquired
Description of Asset
Ownership Acquired by
Date Acquired Value
Today
A = Joint Petitioner A B = Joint Petitioner B T = Together
G - Gift I - Inherited B - Before Marriage
A B T G I B
Real Estate Parcel 1 Parcel 2 Parcel 3
Type of Property
Address: Street, City,
State
Ownership/Title A B T A B T A B T
Current Fair Market Value
Current Mortgage Balance
Petitioner/Joint Petitioner A: Respondent/Joint Petitioner B: Financial Disclosure Statement Page 7 of 8 Case No.
FA-4139V, 05/17 Financial Disclosure Statement §767.127, W isconsin Statutes This form shall not be modified. It may be supplemented with additional material.
Page 7 of 8
Other Liens
7. MEDICAL, HOMEOWNERS/RENTERS, AUTOMOBILE, OTHER INSURANCE
What type of insurance policies do you have?
Name of Company, Group # & Policy # A B T Type of
Insurance Date Issued
8. DEBTS : List ALL debts that you owe individually and together with the other party without regard to who will
be responsible for payment later.
If there are additional DEBTS, please attach a separate sheet of paper with the creditor’s name and address, the type of
obligation, who pays ( A, B, T) and the current balance.
Creditor’s Name & Address Type of
Obligation
Who Currently Pays Monthly
Payment
Current
Balance A B T
Petitioner/Joint Petitioner A: Respondent/Joint Petitioner B: Financial Disclosure Statement Page 8 of 8 Case No.
FA-4139V, 05/17 Financial Disclosure Statement §767.127, W isconsin Statutes This form shall not be modified. It may be supplemented with additional material.
Page 8 of 8
9. DISPOSAL OF ASSETS
Did you dispose of any assets (sold, given away, or destroyed) in the 12 months before the case was filed?
Yes No
If yes, complete chart below:
Property / Asset Date of Disposal Fair Market Value on Date
of Disposal
10. CURRENT LITIGATION
Are you a party in any other lawsuit or litigation? Yes No
If yes, identify the lawsuit or litigation.
11. BANKRUPTCY
Have you ever filed for bankruptcy? Yes No
If yes , identify the following:
Type of filing
Date of filing
Current status
12. DECLARATION
I declare under the penalty of perjury that the above , including all attachments, are complete, true , and correct.
Sign and print your name.
Enter the date on which you
signed your name.
Note: This signature does
not need to be notarized.
Signature
Print or Type Name
Date
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