Divorce Information and Worksheet

Divorce Information and Worksheet

Instructions:

This worksheet is designed to be used by persons contemplating a divorce. It may also be used by your attorney. Completing this form before your initial interview with your attorney may save you valuable time and money.

Part 1 - Definitions – Terms and Explanations

Definitions – Terms and Explanations

1. Complaint — The pleading used to commence a divorce action that is filed with the court clerk, usually in the county of residence of the parties.

2. Petition — Same as complaint. Some States use the term Petition instead of complaint.

3. Plaintiff / Petitioner — The person who files the complaint. May be called Petitioner if a Petition is used instead of a complaint. If a Joint Complaint is allowed, the parties may be called Co-Plaintiffs or Co-Complainants.

4. Defendant / respondent — The person who the complaint is filed against. This person is usually required to answer the complaint within a certain number of days, or file a waiver to the complaint. After the complaint is filed, the defendant is usually served with a copy of the complaint and a summons directing the defendant to answer the complaint.

5. Co-Plaintiffs — When both parties sign the complaint in a divorce action it is called a Joint Complaint or Joint Petition. Some states allow Joint complaints and some do not.

6. Summons — This is a document signed by the Court Clerk and served on the defendant. It informs the defendant that a complaint has been filed and directs the defendant to file an answer within the required time.

7. Cover Sheet — Some states require a cover sheet to be filed with the complaint, petition or joint complaint which provides basic information about the parties and the action.

8. Information Sheet — Same as Cover Sheet.

9. Waiver of Process — In cases where the defendant does not desire to file an answer, or where the defendant agrees to the divorce, the defendant will file a waiver of process.

10. Entry of Appearance — Often the defendant will include an entry of appearance with the waiver of process and the forms are sometimes combined into a single form.

11. Court Clerk — Courts have clerks who handle the court papers, hearings and other matters.

12. Waiting Period — Some states have a waiting period from the time of filing the complaint before the matter may be heard or a final judgment entered.

Part 2. - Your Personal Information

Personal Information

Describe your physical condition and any health problems you may have:

Describe any emotional problems you may have:

Employment

Where are you employed?

Position:

Address City State Zip

Phone Fax

How long employed at present employer?

Previous employer: Position:

Address City State Zip

Education

Educational Level Degrees

Part 3. - Spouse Personal Information

Personal Information – Spouse

Spouse Name: U.S. Citizen Yes No

Address: Date of Birth:

Social Security Number:

City: State: Zip:

Where does spouse presently live, if different than address above?

How long has spouse lived at present address?

How long did spouse live at former address, if applicable?

Birth State and County:

Has spouse lived in a community property state? Yes No

If yes, what state?

Does spouse have a known future residence address? Yes No

If yes, list address

Education level of spouse:

Describe spouse’s physical condition and any health problems he/she may have:

Describe any emotional problems spouse may have:

Spouse Employment

Where is spouse employed?

Position:

Address City State Zip

Phone Fax

How long employed at present employer?

Previous employer: Position:

Address City State Zip

Education

Educational Level Degrees

Part 4. - Marriage

Marriage

Place of Marriage

Have you ever been separated from your spouse before? Yes No

If yes, please provide dates and details of separation:

Are you now separated from your spouse? Yes No

If yes, provide details of separation:

What was date of separation?

Part 5. - Children

Children

Name Date of Birth

Name Date of Birth

Name Date of Birth

Name Date of Birth

In what city and state were the children born?

Has there ever been any prior litigation regarding the custody of the children? Yes No

If yes, please explain:

Where do the children reside now? Husband Wife

Are there any special issues or circumstances to be considered regarding the children? (Medical problems, etc.) Yes No

If yes, please explain:

Do the parents agree to terms of custody/visitation? Yes No

If yes, please select:

Sole custody to Wife with reasonable visitation to Husband

Sole custody to Husband with reasonable visitation to Wife

Joint custody to Husband and Wife

Other

What is address where children presently reside?

Is wife pregnant? Yes No If yes, what is due date?

Do the children have any special medical needs? Yes No

If yes, please explain:

Children’s Doctor

Address

City State Zip

Do the children require any special educational needs? Yes No

If yes, provide details:

Please provide day care address and how often the children are kept in day care, if applicable:

Please provide the name and address of any third party who routinely keeps or cares for the children:

Dentist Name:

Address City State Zip

Has there ever been any claim, allegation, investigation or litigation regarding child neglect or abuse? Yes No

If yes, please explain:

Part 6. - Prior Marriages

Your Prior Marriages

Name Date of Marriage Date of Divorce County/State of Divorce

Children from prior marriages? Yes No

Name Date of Birth

Do you pay support? Yes No If yes, what amount and how paid?

Do you pay alimony? Yes No If yes, what amount and how paid?

Your Spouse Prior Marriages

Name Date of Marriage Date of Divorce County/State of Divorce

Children from prior marriages? Yes No

Name Date of Birth

Does spouse pay support? Yes No If yes, what amount and how paid?

Does spouse pay alimony? Yes No If yes, what amount and how paid?

Part 7. Income

Income of Husband (Monthly)

Salary

Dividends

Rental Income

Notes Receivable

Bonuses

Business

Commissions

Other

Total Income:

Gross Pay

Less Social Security

Less Federal Withholdings

Less State Withholdings

Other Deductions

Net Pay

Income of Wife

Salary

Dividends

Rental Income

Notes Receivable

Business

Bonuses

Commissions

Other

Total Income:

Gross Pay

Less Social Security

Less Federal Withholdings

Less State Withholdings

Other Deductions

Net Pay

Part 8. - Monthly Expenses

Monthly Expenses (Average)

House Payment to Who Pays Total

Rental Payment to Who Pays Total

Car Loan to Who Pays Total

Car Loan to Who Pays Total

Electricity Total

Gas (Home) Total

Phone Total

Water/Garbage/Sewer Total

Groceries/Housewares Total

Cable TV Total

Internet Total

Laundry Total

Meals (other than house) Total

Clothing Total

Donations Total

Pest Control Total

Day Care Total

Gas/Oil/Auto Care Total

Entertainment Total

Property Taxes Total

Property Insurance Total

Health Insurance Total

Disability Insurance Total

Vacation Total

Education Total

Medical/Dental/Prescriptions Total

Student Loans Total

Other Who Pays Total

Total Monthly Expenses:

Part 9. - Joint Assets

Joint Assets: Description of Joint Assets

Current Fair Market Value:

Cash (on hand)

Cash (in banks/credit unions)

Stocks/Bonds

Notes (money owed to you in writing)

Money owed to you (not evidenced by a note)

Real estate: (Home)

(Other)

Business Interests

Automobiles

Boats

Other vehicles

Retirement plans (Profit Sharing, Pension, IRA, 401(k)s, etc.)

Furniture & furnishings in home

Furniture & furnishings elsewhere

Collectibles

Jewelry

Life insurance (cash surrender value)

Sporting and entertainment (T.V., stereo, etc.) equipment

CD's

Other assets

Total Assets of Husband and Wife (Marital Assets):

Part 10. - Retirement Accounts

Retirement Accounts Account Number Current Fair Market Value

Husband Accounts:

Wife Accounts:

Part 11. - Separate Assets of Husband

Assets: Description of Separate Assets of Husband

Current Fair Market Value:

Cash (on hand)

Cash (in banks/credit unions)

Stocks/Bonds

Notes (money owed to you in writing)

Money owed to you (not evidenced by a note)

Real estate: (Home)

Date Acquired Purchase Price

(Other)

Business interests

Automobiles

Boats

Other vehicles

Retirement plans (Profit Sharing, Pension, IRA, 401(k)s, etc.)

Furniture & furnishings in home

Furniture & furnishings elsewhere

Collectibles

Jewelry

Life insurance (cash surrender value)

Sporting and entertainment (T.V., stereo, etc.) equipment

CD's

Other assets

Total Assets of Husband:

Part 12. - Separate Assets of Wife

Assets: Description of Separate Assets of Wife

Current Fair Market Value:

Cash (on hand)

Cash (in banks/credit unions)

Stocks/Bonds

Notes (money owed to you in writing)

Money owed to you (not evidenced by a note)

Real estate: (Home)

(Other)

Business interests

Automobiles

Boats

Other vehicles

Retirement plans (Profit Sharing, Pension, IRA, 401(k)s, etc.)

Furniture & furnishings in home

Furniture & furnishings elsewhere

Collectibles

Jewelry

Life insurance (cash surrender value)

Sporting and entertainment (T.V., stereo, etc.) equipment

CD's

Other assets

Total Assets to Wife:

Part 13. - Liabilities of Both Husband and Wife

Liabilities and Debts

Debt of H, W, B Monthly Payment Current Amount Owed

Mortgages on real estate: (Home)

(Other)

Charge/credit card accounts

Auto loan

Auto loan

Bank/credit union loans

Money you owe (not evidenced by a note)

Judgments

Other

Total Debts and Liabilities of Husband and Wife:

Part 14 - Inheritance

Property Acquired by Inheritance

Describe property inherited by husband (please provide dates):

Describe property inherited by wife (please provide dates):

Part 15 - Documents that may be needed, especially if the divorce is contested.

Documents (May be needed)

Federal, State, and Local Tax Returns

Payroll and W2 Forms

Deeds

Business Tax Returns

Mortgages

Leases

Bank Account Records

Stock Certificates

CD’s

Auto Titles

Insurance Petitions

Appraisals

Birth Certificates

INS Documents

Social Security Card

Marriage License

Prior Divorce Documents

Any and all documents relating to income, expenses and assets.

Premarital Agreement, if any, as well as any other written agreements between Husband and Wife

Part 16 - Settlement Worksheet

Property Settlement Agreement Worksheet

Who will receive title to the marital home? H W

Who will pay monthly payment on marital home? H W

Who will pay the utilities for the marital home? H W

What marital assets will husband receive?

What marital assets will wife receive?

What marital debts will wife pay?

What marital debts will husband pay?

What separate property of husband will wife receive?

What separate property of wife will husband receive?

What separate debts will be paid by husband?

What separate debts will be paid by wife?

Custody of children:

Custody to wife with visitation to husband Joint Physical and Legal Custody

Custody to husband with visitation to wife Joint Legal Custody

Custody to wife with visitation to Husband

Visitation times for non-custodial parent:

Parents will share in the decisions regarding the health of the children? Equally Only ____

Parents will share in the decisions relating to education of the children?

Parents will share in the decisions relating to the religion of the children? Equally Only ____

Will non-custodial parent be notified before decisions regarding health and education? Yes No

Will non-custodial parent be entitled to access to medical, dental and educational records of the children? Yes No

Will Grandparents have specified visitation rights? Yes No

If yes, please provide names and details of visitation desired:

Will the last name of the Children remain the same? Yes No

If no, please explain:

Child support will be paid by H W

Amount of child support

When paid One Month Every two weeks

Who will pay health insurance for child? H W

Will Alimony be paid? Yes No

If yes, who will pay? H W

How often will alimony be paid?

When will alimony stop, if certain period of time?

Part 17. Typical No Fault Procedures

No Fault Procedures

1. A Complaint, Petition or Joint Complaint is filed in the County of your residence.

2. At the time of filing the complaint a filing fee is paid.

3. If you are using a Complaint instead of a joint complaint, the defendant will be served with a summons or will execute a waiver of summons and entry of appearance.

4. If a summons is required, the Defendant may file an answer admitting that a divorce should be granted based upon an agreement of the parties.

5. After the complaint and the waiver or answer are filed, you need to determine how to present a judgment of divorce to the court.

6. After the waiting period has expired, ask the clerk or court administrator for the proper procedure to present the judgment to the judge.

7. Present the Separation Agreement and Judgment to the Judge.

Part 18 - Witness Testimony

Summary: Some states require actual testimony, even in a no fault divorce. The sample below is only a sample of questions that a witness may be asked in an uncontested divorce.

Witness Testimony – Sample Questions and Answers

1. Please state your name.

2. Where do you live (address)?

3. How long have you lived there?

4. Do you know __________________ and ___________________?

5. How long have you known them?

6. Do you know where they live?

7. What county and State do they live in?

8. How long have they lived there?

9. Have you been in their house before?

10. How many times?

11. To your knowledge, are Husband and Wife now separated?

12. Do you know when they separated? Answer: Yes/No When?

13. Do you understand that __________________ and _________________ are asking the court for a divorce on the grounds of __________________?

14. Can you tell the court what you know about the parties and the ground they seek to use to obtain a divorce?

15. Do you believe the parties are entitled to a divorce on the ground of ________?

Part 19. Sample Presentation of Divorce Complaint to Judge – Ex parte, in open Court where no witnesses are required, or before Presenting Witnesses

Sample Presentation of Divorce - No fault No Children

1. Court Clerk, Administrator or Judge Calls Case and asks if parties are ready.

2. Your Honor, My name is and I am the in this case. I am ready to proceed.

3. Judge advises you to proceed.

4. I am requesting a divorce from on the grounds of .

5. I have filed a Complaint/petition on with the court clerk.

6. After filing the Complaint, was served with summons or entered a waiver of process and entered an appearance.

7. and I have lived in for prior to filing for divorce.

8. There were no children born to the marriage, none adopted and , wife, is not pregnant.

9. and I have agreed on all terms of the divorce, including property settlement, payment of debts, and other terms required by law.

10. We have executed and filed a Property Settlement Agreement containing all terms of our agreement to settle the divorce.

11. The agreement basically provides that: (summarize main parts of agreement)

Child Custody and Visitation

Child Support

Alimony

Property Division

Debt Division

12. I am presenting to the Court today a Final Judgment of Divorce which incorporates the terms of our agreement and asking the court to enter same if it is in acceptable form and content.

Part 20 – Complete if Child Custody will be contested

Summary: When custody of the children is contested, the courts look to various factors to determine who best can care for the health, education and welfare of the children.

1. Age of the Children.

2. Sex of the Children.

3. Education level of the children.

4. Recommendations from others to the court.

5. History of child violence.

6. Mental and Physical condition of the parents.

7. Mental and Physical condition of the children.

8. Preference of child of later years.

9. Stability of home environment offered by each parent.

10. Ability each parent displays to cooperate with the other parent regarding the children.

11. Possibility of children being removed from the home and residence and effect, if any, on the children.

12. Material needs of the Children.

13. Emotional connection between children and each parent.

14. Capability and desire of parent to meet the emotional and other needs of the children.

15. Various other factors.

16. Children's relationship to each other.

Child Custody

1. Who helps children with homework?

2. Who takes children to school?

3. Who takes children shopping?

4. Who disciplines the children?

5. Who do the children go to for advice?

6. Who prepares meals for the children?

7. Who reads to the children?

8. Who encourages religious training?

Part 21. – Child support

Summary: Typically, most states have enacted child support guidelines which establish the amount of child support that is presumed to be the correct amount due.

Part 22. - Visitation

Summary: When minor children are involved in a divorce action, both parents must be mindful of the effects of divorce upon children and should therefore resolve to arrange a visitation schedule which encourages the child to develop meaningful relationships with both parties.

Other Settlement Provisions:

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