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Rule 805 Financial Disclosure 10th District Chancery Court

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IN THE CHANCERY COURT OF COUNTY THE STATE OF MISSISSIPPI
EXHIBIT "A"

PLAINTIFF

CIVIL ACTION NUMBER

DEFENDANT

I. GENERAL INFORMATION

NAME:

ADDRESS:

CITY, STATE AND ZIP CODE:

DATE OF BIRTH:

SOCIAL SECURITY NUMBER:

OCCUPATION:

EMPLOYER:

EMPLOYER'S ADDRESS:

MINOR CHILDREN:

NAME DATE OF BIRTH

1.

2.

II. INCOME STATEMENT

GROSS MONTHLY INCOMEAMOUNT

1. Salary and Wages, including commissions, bonuses, allowance and overtime

NOTE: To arrive at a monthly income figure if paid weekly, multiply weekly income by 4.3, if paid bi-weekly, multiply income by 2.16

2. Pensions and retirement

3. Social Security

4. Disability and unemployment insurance

5. Public assistance (welfare, AFDC payments, etc.)

6. Dividends and interest

7. Rental income

8. Other income

9. Other income

10. TOTAL MONTHLY INCOME

ITEMIZED MONTHLY DEDUCTIONS:

1. State Income Taxes

2. Federal Income Taxes

3. Social Security

4. Mandatory Insurance

5. Mandatory Retirement

6. Union or other dues

7. Other: (Specify)

8. Other:

9. TOTAL MONTHLY DEDUCTIONS

10. NUMBER OF EXEMPTIONS:

11. NET MONTHLY PAY

III. EXPENSE STATEMENT

A. LIVING EXPENSES AS OF AS OF

SelfChildren

1. Rent/Mortgage (Residence)

2. Real Property Taxes

3. Real Property Insurance

4. Maintenance (Residence)

5. Food/Household Supplies

6. Water, Sewer, etc.

7. Electricity

8. Gas (Residence)

9. Telephone

10. Laundry & Cleaning

11. Clothing

12. Insurance (Not payroll deducted)

13. Medical

14. Dental

15. Child Care

16. Children's allowance

17. Payment of child support/alimony (Prior marriage)

18. School Expenses

19. Entertainment

20. Incidentals & Miscellaneous

21. Transportation other than vehicle

22. Gasoline & Oil (auto)

23. Repair (auto)

24. Insurance (auto)

25. Auto Payments

26. Church donations

27. Charitable donations

28. Newspaper/Magazines

29. Cable TV

30. Pet Expenses

31. Yard Expenses

32. Maid

33. Retirement (IRA etc.)

34. Pest Control

B. TOTAL LIVING EXPENSES:

35. Installment Payments

Notes, loans, charge accounts, etc.

36.

37.

38.

39. OTHER EXPENSES:

40.

41.

TOTAL INSTALLMENT PAYMENTS:

COMBINED TOTAL EXPENSES:

EXHIBIT "B"

IV. STATEMENT OF ASSETS

A. Real Estate

1. Title in the name of:

Address:

Who paid cost:

How cost paid:

Value (estimate)

Mortgage Balance

Equity

2. Title in the name of:

Address:

Who paid cost:

How cost paid:

Value (estimate)

Mortgage Balance

Equity

* List mortgage balance also under liabilities on the next page. List the amount of your monthly payment only under LIABILITIES.

B. Motor Vehicles

1. Registered in the name of:

Year: Model: Mileage:

How cost paid:

VALUE

- Loan balance

= Equity

2. Registered in the name of:

Year: Model: Mileage:

How cost paid:

VALUE

- Loan balance

= Equity

3. Registered in the name of:

Year: Model: Mileage:

How cost paid:

VALUE

- Loan balance

= Equity

C. Other Personal Property (such as home computers, guns, lawnmowers, TVs, jewelry, household furnishings, etc.)

TOTAL:

D. Checking/Savings (name of Bank, Account Number and Amount in Account, including CDs, money markets, passbook accounts, etc.)

TOTAL VALUE

E. Other Investments (IRAs, stock(s), mutual funds, pension plans, etc.)

F. Life Insurance (exclude children)

TOTAL CASH VALUE (less loans)

G. All Other Assets

TOTAL VALUE

TOTAL OF ALL ASSETS $

V. STATEMENT OF LIABILITIES

(Include mortgage, car loan, credit cards, personal loans)

Note: Also include under items 35-44 on Exhibit “A”

A. Creditor Party Responsible for Payment Current Balance Monthly Payment Who Makes Payments

1.

2.

3.

4.

5.

6.

B. TOTAL LIABILITIES

ACKNOWLEDGMENT OF TRUTHFULNESS

I declare to the Court that the foregoing Exhibits “A” and “B,” including attachments, are true and correct and that this declaration was executed on the day of , 200 .

Party’s Signature

Date

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What the Rule 805 Financial Disclosure is and when it matters

The Rule 805 Financial Disclosure for the 10th District Chancery Court is a standardized court filing used to report a party’s financial status in chancery proceedings. It collects identifying case information, party contact details, income, assets, liabilities, and supporting documentation required by local court rules. The form supports judicial assessment of financial issues such as child support, spousal support, or fee waivers. Parties must supply accurate, current figures; the court uses disclosures to evaluate requests and to schedule hearings or further financial discovery when discrepancies arise.

Why a complete Rule 805 filing matters to your case

A fully completed disclosure ensures the court and opposing parties have the financial facts needed for fair orders and avoids delays from supplemental requests or sanctions.

Why a complete Rule 805 filing matters to your case

Who typically completes this financial disclosure

The form is completed by litigants and their attorneys in chancery matters where financial status is at issue.

  • Self-represented litigants who must show income, assets, and debts relevant to support or fees.
  • Attorneys filing on behalf of clients to comply with local rules and enable judicial review.
  • Court clerks and judicial officers who rely on the disclosure to set hearings and guide discovery.

Accurate completion helps avoid default findings, continuances, or court orders compelling additional disclosure.

Core sections you’ll find on a professional Rule 805 disclosure

The form’s sections collect identification, income, asset schedules, liability schedules, declarations about recent changes, and signature/verification by the filer.

Case Data

Case number, court division, and judge designation; anchors the disclosure to the correct matter and prevents filing errors.

Party Details

Full legal name, mailing address, phone, and counsel information used for service and official notices during the proceeding.

Income Summary

Itemized monthly and annual income sources, payer names, and documentation such as pay stubs or tax returns to substantiate amounts.

Assets Schedule

Bank accounts, real property, vehicles, investments, and retirement accounts with current values and account identifiers where applicable.

Liabilities

Mortgages, loans, credit balances, judgments, and child support or tax liens listing creditor, balance, and monthly payment amounts.

Declaration

Signature block with date and statement attesting accuracy under penalty of perjury or court rule; may require notarization if local rules demand.

Essential data elements required on Rule 805

Case Number: Same as court docket
Full Name: As on ID
Income Totals: Monthly and annual
Asset Values: Current market value
Liabilities: Outstanding balances
Signature Date: MM/DD/YYYY format

Step-by-step: completing and submitting the Rule 805 disclosure

Follow these steps to prepare a complete disclosure, verify supporting documents, and submit to the clerk according to local rules.

  • 01
    Gather Documents: Collect pay stubs, bank statements, and debts for the stated reporting period.
  • 02
    Fill Form: Enter data into each section; use MM/DD/YYYY for dates.
  • 03
    Attach Evidence: Combine required exhibits in the order the form requests.
  • 04
    Submit to Court: File per local clerk rules: e-file, clerk drop-off, or in-person with any required notarization.

Configuring an online workflow for Rule 805 filings

Set up the digital workflow to match the court’s required sequence and to capture verification metadata for each signer.

Field Configuration
Case Index Field Required; single-line; validate against docket pattern
Supporting Attachments Allow multi-file uploads; require PDF format when court requests
Signer Authentication Email + SMS code recommended for identity attribution
Audit Trail Enable timestamp, IP, and action history retention

Where the completed Rule 805 goes and what happens next

After submission the court clerk reviews the disclosure, alerts parties to deficiencies, and the judge may use the record at hearing.

  • Clerk Intake: Clerk accepts or returns for correction per local filing standards.
  • Review: Opposing counsel or court staff may request supporting documentation.
  • Hearing Use: Judge considers disclosure for support or fee determinations.
  • Record Retention: Court retains filing per its records schedule and local rules.

Digital submission and authentication considerations

Electronic filing requires reliable authentication and an auditable signature trail to meet court expectations.

  • Document Formats: PDF or PDF/A preferred for court import
  • Signer Verification: Email plus SMS or KBA improves attribution
  • Security Standards: TLS and AES encryption in transit and at rest

Verify the 10th District Chancery Court’s e-filing and document format rules before e-submission to ensure acceptance.

Typical timelines and processing expectations for financial disclosures

Understand court-specified deadlines and common processing timeframes to avoid late filings or requests for extensions.

Filing Deadline:

As ordered by the court or pre-hearing schedule; meet the timeline the judge sets

Response Time:

Opposing party typically has days or weeks to object or request more detail

Clerk Review:

Administrative review commonly completed within 3–10 business days

Supplemental Requests:

Court may request additional documentation within a set short window

Hearing Scheduling:

Hearings often set 2–8 weeks after complete disclosure, depending on docket

Common mistakes to avoid when preparing the disclosure

  • Omitting required attachments such as recent pay stubs or bank statements delays review and may lead to return for correction.
  • Entering partial account numbers or vague asset descriptions that prevent verification of balances and can prompt supplemental subpoenas.
  • Using inconsistent names or addresses across filings which can create service and authentication issues for the clerk and opposing counsel.
  • Failing to sign in the presence of a required notary or before submitting electronically under court rules results in rejection or need to refile.

Potential penalties and legal risks for incorrect or incomplete disclosures

Sanctions: Court sanctions possible
Evidentiary Impact: Credibility diminished
Fee Awards: Adverse fee orders
Contempt: Contempt proceedings possible
Perjury Risk: Criminal exposure in extreme cases
Delay: Proceedings postponed

Comparing eSignature vendor pricing and capabilities for court filings

This table summarizes starting prices and common capabilities; signNow is listed first for comparison. Confirm plan details with each vendor before purchasing.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day free trial No No No No
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently asked questions about Rule 805 and electronic submission

Answers address common concerns about validity, formatting, authentication, and records preservation for electronic disclosures.


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