- 1 - PR EM ARIT A L A G REEM EN T REA D BEFO RE SIG NIN G : IM PO RTA NT N O TIC E: EA CH PA RTY TO TH IS
AG REEM EN T A G REES T H AT T H EY H AVE H AD A N O PPO RTU NIT Y T O C O NSU LT
WIT H A N A TTO RNEY O F T H EIR C H OIC E L IC EN SE D T O P R ACTIC E L A W IN
TH EIR S T A TE O F R ESID EN CE (N O T T H E S A M E A TTO RNEY ) A ND T H AT H AVE
FU LLY R EA D , U NDER ST A ND A ND A G REE T O T H E T ER M S O F T H IS A G REEM EN T.
EA CH P A RTY F U RTH ER A G REES T H AT T H EY A RE N O T A CTIN G U NDER D URESS
OR UN DUE IN FL U EN CE IN EX EC UTIN G TH IS AG REEM EN T AND TH AT
EX EC UTIO N O F S A M E I S D O NE F R EELY A ND V O LU NTA RIL Y . TH IS A GREEM EN T, m ad e t h is _ ___ d ay o f _ _______________, 2 0____, b etw een _ _ _____ _______________ _____ (N am e), of ______________________________ (A ddre ss),
__ _____ ______ (S ta te ) (" fir s t party or W if e "), an d _____________________ (N am e), of
__ _____ _______________ ______ (A ddre ss), _____________ (S ta te ) (" se co nd party or
Hu sb an d "),W I T N E S S E T H W HER EA S, H usb an d ( c h eck a ll t h at a p ply ): h as p re v io usly b een m arrie d ;has a c h ild o r c h ild re n ;has n ot b een m arrie d ; a n d W if e ( c h eck a ll t h at a p ply ): h as p re v io usly b een m arrie d ;has a c h ild o r c h ild re n ;has n ot b een m arrie d . T he p artie s d esir e t o e n te r i n to t h is a g re em en t p rio r t o t h eir c o nte m pla te d m arria g e. W HER EA S, t h e p artie s h ere to h av e a ccu m ula te d s e p ara te e sta te s; a n dW HER EA S, th e partie s are ab out to co ntr a ct m arria g e an d ex ecu te th is ag re em en t in
conte m pla tio n o f m arria g e to b e e ffe ctiv e u pon th eir m arria g e in a cco rd an ce w ith th e la w s o f th e
Sta te o f N eb ra sk a, in clu din g a n y U nif o rm P re m arita l A gre em en t A ct, o r o th er a p plic ab le la w s,
ad opte d b y t h e S ta te o f N eb ra sk a; a n dW HER EA S, th e p artie s d esir e to en te r in to an ag re em en t re g ard in g certa in p ro pertie s,
re sp onsib ilitie s, d utie s a n d o blig atio ns in clu din g b ut n ot lim ite d to a n y in te re st, p re se n t o r fu tu re ,
- 2 - le g al o r e q uita b le , v este d o r c o ntin gen t, i n r e al o r p ers o nal p ro perty , i n clu din g i n co m e a n d e arn in gs;
an dW HER EA S, th e p artie s h av e fu rn is h ed e ach o th er w ith a fin an cia l sta te m en t w hic h e ach
party a ck now le d ges is a fu ll a n d c o m ple te d is c lo su re o f s u bsta n tia lly a ll o f th e re al a n d p ers o nal
pr o perty n ow o w ned b y h im o r h er a n d a g re e th at th e v alu es a re a n e stim ate b y h im o r h er o f th e
ap pro xim ate p re se n t v alu e o f th e p ro perty . A ll p ro perty lis te d is n ow a n d sh all c o ntin ue to b e
se p ara te p ro pertie s o f th e re sp ectiv e p artie s. O rig in als o r c o pie s o f sa id fin an cia l sta te m en ts a re
atta ch ed h ere to a s E xhib its " A " a n d " B "; a n d W HER EA S, th e partie s desir e to ex pre ss in w ritin g th eir ag re em en t th at, ex cep t as
he re in afte r sp ecif ic ally p ro vid ed , th eir m arria g e sh all n ot in a n y w ay c h an ge th eir rig hts , o r th e
rig hts o f t h eir h eir s ( e x clu siv e o f t h e p artie s) o r o f t h eir d ev is e es o r l e g ate es, i n t h e r e al a n d p ers o nal
pr o perty o w ned o r h ere afte r a cq uir e d b y e ach o f t h e p artie s a n d t h at s a id r ig hts s h all b e g overn ed b y
th e t e rm s o f t h is a g re em en t; a n dN OW , T H ER EFO RE, in co nsid era tio n o f th e p artie s an d o f th eir m utu al p ro m is e s an d
ag re em en ts , t h ey a g re e o ne w ith t h e o th er a s f o llo w s:(1 ) Each o f th e p artie s s h all h av e f u ll c o ntr o l o f h is o r h er o w n s e p ara te p ro perty , r e al,
pe rs o nal a n d m ix ed , w here v er th e p ro perty is lo cate d . E ach o f th e p artie s s h all h av e a n d h ere b y is
giv en th e r ig ht to le ase , s e ll, c o nvey , m ortg ag e o r o th erw is e d is p ose o f th eir s e p ara te p ro perty a n d
receiv e a ll m onie s, re n ts , is su es, in co m e a n d p ro fits th ere o f w ith out a n y re str ic tio ns w hate v er a n d
with out in te rfe re n ce fro m th e o th er p arty . Each o f th e p artie s sh all p ay h is o r h er o w n d eb ts
wh en ev er c o ntr a cte d a n d i n n o c ase s h all e ith er p arty b e h eld l ia b le f o r t h e d eb ts o f t h e o th er p artie s
in a n y w ay . ( 2 ) Excep t as oth erw is e ex pre ssly pro vid ed , each of th e partie s here b y w aiv es,
re lin quis h es, c o nvey s, q uitc la im s, b ars , d is c h arg es, su rre n ders a n d re le ase s, a n d h ere b y a g re es to
waiv e, re lin quis h , c o nvey , q uitc la im , b ar, d is c h arg e, s u rre n der a n d re le ase , to th e o th er a ll o f th e
fo llo w in g: (a ) Any a n d a ll o f h is o r h er r ig ht, t itle a n d i n te re st o f e v ery k in d a n d d esc rip tio n, w hic h
he o r s h e m ay h av e, a cq uir e , e n jo y o r b e s e iz ed b y re aso n o f, o r o n o r a fte r, th eir m arria g e, a s th e
wif e , h usb an d, w id ow o r w id ow er o f th e o th er p arty , in th e se p ara te p ro perty o f th e o th er p arty ,
wh eth er r e al, p ers o nal a n d m ix ed a n d w here v er l o cate d ; a n d(b ) Any a n d a ll r ig hts to a n y p ro perty o f th e o th er p arty title d in th at o th er p artie s s o le
na m e, w heth er b efo re o r a fte r t h e m arria g e; a n d(c ) Any a n d a ll p ro perty a cq uir e d b y t h e o th er p arty b y i n herita n ce o r o th er m ean s; a n d(d ) Any a n d a ll rig hts , if a n y, to a ll o r a p ortio n o f th e p ro perty o f th e o th er p arty
wh eth er b y w ay o f d ow er, c o urte sy , h om este ad , w id ow 's a llo w an ce, s ta tu to ry s h are o r p ro vis io n,
de sc en t, c o m munity p ro perty i n herit a n ce, s u ccessio n o r o th erw is e ;
- 3 - (e ) His o r h er r ig ht, i f a n y, g ra n te d t o o r v este d i n h im o r h er, b y s ta tu te o r o th erw is e , t o
ren ounce, o r to e le c t to ta k e a g ain st, th e p ro vis io ns o f th e o th er p arty 's w ill o r a n y c o dic il th ere to ;
an d (f) His o r h er r ig ht, if a n y, g ra n te d to o r v este d in h im o r h er b y s ta tu te o r o th erw is e to
act a s e x ecu to r o r a d m in is tr a to r o f t h e o th er p arty 's e sta te . E xcep t a s o th erw is e e x pre ss ly p ro vid ed , i t i s t h e i n te n t o f t h e p artie s t h at t h is p ara g ra p h s h all
be c o nstr u ed s o th at e ach p arty m ay d eal w ith h is o r h er p ro perty a n d a n y tr u st in w hic h h e o r s h e
ma y h av e a n in te re st a s if th eir m arria g e h ad n ot ta k en p la ce, a n d o n th e d eath o f e ith er p arty h is o r
he r e sta te a n d a n y tr u st in w hic h h e o r s h e m ay h av e a n in te re st w ill b e a d m in is te re d , d esc en d a n d
be d is tr ib ute d in e x actly th e s a m e w ay a n d to th e s a m e h eir s , n ex t o f k in , d ev is e es o r le g ate es a s if
th e o th er p arty h ad p re d ecease d th e p arty s o d yin g. N oth in g c o nta in ed in th is p ara g ra p h o r in th is
ag re em en t, h ow ev er, is in te n ded to p re clu de e ith er p arty f ro m v olu nta rily m ak in g p ro vis io n f o r, o r
gr a n tin g p ow ers o r rig hts to , th e o th er p arty in a n d b y th e fo rm ers la st w ill, a c o dic il th ere to o r
oth erw is e .(3 ) (c h eck O ne) T he p artie s h av e e a ch e x ecu te d a L ast W ill a n d T esta m en t, c o pie s o f w hic h
are a tta ch ed h ere to a s E xhib its a n d . T he p artie s a g re e th at th ese W ills
are in c o nfo rm ity w ith th e p ro vis io ns o f th is a g re em en t a n d a s c o nsid era tio n f o r th is
ag re em en t, e ac h p arty d oes h ere b y w aiv e a n y a n d a ll o bje ctio n to th e te rm s o f th e
sa id L ast W ill a n d T esta m en t o f th e o th er a n d e ach p arty a g re es n ot to c o nte st o r
re n ounce th e te rm s of th ere o f. Lik ew is e , each party ag re es not to co nte st or
re n ounce a n y f u tu re W ills o r C odic ils , w hic h a re i n c o n fo rm ity w ith t h e t e rm s o f t h is
ag re em en t. I n itia ls i f S ele cte d : _ ______ _ ______ _ O R The p artie s s h all n ot c h an ge t h eir e x is tin g W ill, i f a n y, o r m ak e a n ew W ill a t
th is tim e, b ut a n y n ew W ill e x ecu te d s h all b e in c o nfo rm an ce w ith th e p ro vis io ns o f
th is a g re em en t. I n itia ls i f S ele cte d : _ ______ _ ________ (4 ) The fa ct th at e ith er p arty (w ith out b ein g o blig ate d to d o so ) m ay g iv e, d ev is e o r
be q ueath to th e o th er p arty p ro perty o r a n in te re st th ere in , o r o th erw is e c o nfe r r ig hts o r p ow ers o n
the o th er p arty , in tr u st o r b y g if t o r w ill, s h all n ot b e c o nstr u ed a s a w aiv er o f a n y p ro vis io n h ere o f
or a s e v id en ce th at th ere is o r w as a n a g re em en t o r u nders ta n d in g b etw een th e p artie s o th er th an a s
sp ecif ic all y e x pre sse d h ere in .(5 ) Each p arty a g re es, o n b eh alf o f h im se lf o r h ers e lf a n d o f h is o r h er h eir s , e x ecu to rs ,
ad m in is tr a to rs a n d a ssig ns, th at h e, s h e o r th ey , a t th e r e q uest o f th e o th er p arty o r th e la tte r's h eir s ,
ex ecu to rs , a d m in is tr a to rs a n d a ssig n s ( b ut a t t h e c o st o f t h e o th er p arty o r h is o r h er h eir s , e x ecu to rs ,
ad m in is tr a to rs , a n d a ssig ns), w ill m ak e, d o, e x ecu te , a ck now le d ge a n d d eliv er a n y a n d a ll su ch
fu rth er o r o th er a cts , d eed s a n d i n str u m en ts a s s h all b e a p pro pria te , n ecessa ry o r d esir a b le t o c arry i n
effe ct th e in te n t, p urp ose a n d p ro v is io ns o f th is a g re em en t w ith out q uestio n o r d ela y , e x cep t th at
- 4 - neith er p arty sh all b e o blig ed to sig n a n y m ortg ag e, n ote , b ond o r o th er in str u m en t w hic h m ay
su bje ct h im o r h er, o r h is o r h er e sta te a n d p ro perty , t o p ers o nal l ia b ility .(6 ) In se llin g, a ssig nin g , g ra n tin g, re le asin g, c o nvey in g o r o th erw is e d ealin g w ith th e
pro perty o f e ith er p arty , th e p arty w hose p ro perty is b ein g so d ealt w ith sh all b e a n d h ere b y is
co nstitu te d th e o th er p arty 's a tto rn ey -in -fa ct a n d a s s u ch s h all h av e f u ll p ow er in th e n am e o f s u ch
oth er p arty o r in th e jo in t n am es o f b oth p artie s to jo in in th e c o nte m pla te d tr a n sa ctio n a n d e x ecu te
do cu m en ts to e ffe ct it o n b eh alf o f su ch o th er p arty , in dep en den tly a n d w ith out th e c o nse n t o r
pr iv ity o f s u ch o th er p arty , t o t h e s a m e e x te n t a n d a s f u lly a s i f t h eir m arria g e h ad n ot t a k en p la ce.(7 ) Durin g th e c o urs e o f th e m arria g e, a ll p ro perty a cq uir e d b y e ach p arty in th eir o w n
nam e s h all b e d eem ed to b e p art o f th eir s e p ara te e sta te a n d b y th e te rm s h ere o f, e ach p arty h ere b y
waiv es a n d r e lin quis h es a ll c la im t o t h e s e p ara te e sta te o f t h e o th er. L ik ew is e , a ll p ro perty a cq uir e d
durin g t h e m arria g e i n t h e j o in t n am e o f b oth p artie s s h all b e d eem ed t o b e p art o f t h eir j o in t e sta te s
an d th ere b y e v id en ce th eir in te n t to g ra n t th e p ow ers a n d rig hts to th e p artie s a s to sa id jo in tly
ow ned p ro perty a s i s p ro vid ed t o s p o use s b y o pera tio n o f l a w .(8 ) The p artie s a g re e th at e ach p arty s h all p ro vid e fo r th e p ay m en t o f th eir in div id ual
he alth ca re , co nvale sc en ce an d fu nera l ex pen se s o ut o f th eir se p ara te esta te so as n ot to b e a
fin an cia l b urd en o n e ach o th er.( 9 ) Desp ite a n y o th er p ro vis io ns o f t h is i n str u m en t, t h is a g re em en t s h all n ot a ffe ct i n a n y
way th e p artie s' rig hts , title s, p ow ers , d utie s, d is c re tio ns, im munitie s a n d in te re st in a n y p ro perty
ow ned i n j o in t t e n an cy o r e n tir e ty w ith r ig hts o f s u rv iv ors h ip , w hic h t h ey m ay h ere afte r a cq uir e .(1 0) To th e ex te n t perm itte d by la w , th is ag re em en t sh all govern th e rig hts an d
ob lig atio n s o f t h e p artie s i n t h e e v en t o f d eath o f e ith er o r b oth p artie s, s e p ara tio n o r d iv orc e.In t h e e v en t o f d iv orc e, t h e p artie s a g re e t h is a g re em en t s h all b e b in din g o n b oth p artie s a n d s h all b e
in co rp ora te d i n to a n y d iv orc e d ecre e. ( 1 1) N ot a p plic ab le o r T he p artie s fu rth er a g re e th at in th e e v en t o f d iv orc e, th e
fo llo w in g a d ditio nal p ro vis io ns s h all a p ply n otw ith sta n din g t h e o th er p ro vis io ns o f t h is a g re em en t: ( a ) The W if e sh all b e en title d to re ceiv e p ro perty o f H usb an d d esc rib ed as
fo llo w s: [n o ne o r l is t p ro perty ](b ) The H usb an d sh all b e en title d to re ceiv e p ro perty o f W if e d esc rib ed as
fo llo w s: [n o ne o r l is t p ro perty ](c ) The f o llo w in g p ro perty s h all b e s o ld a n d t h e p ro ceed s, l e ss e x pen se s d iv id ed
eq ually b etw een t h e p artie s: [n one o r l is t p ro perty ](d ) The H usb an d s h all p ay a lu m p s u m s e ttle m en t to W if e d esc rib ed a s f o llo w s:
[n o ne o r l is t p ro perty ](e ) The W if e s h all p ay a lu m p s u m s e ttle m en t to H usb an d d esc rib ed a s f o llo w s:
- 5 - [n one o r l is t p ro perty ](f) The m arita l d om ic ile sh all b e [o ccu pie d b y W if e u ntil h er d eath o r
oc cu pie d b y H usb an d u ntil h is d eath o r s o ld a n d t h e p ro ceed s d iv id ed e q ually b etw een H usb an d a n d
Wif e .(g ) Both p artie s w aiv e th e rig ht to a lim ony a n d p ro perty s e ttle m en t, e x cep t a s
oth erw is e p ro vid ed h ere in .(1 2) This a g re em en t s h all b e c o ntr o lle d , c o nstr u ed a n d g iv en e ffe ct b y a n d u nder t h e l a w s
of th e S ta te o f N eb ra sk a. I t is th e in te n t o f th e p artie s th at th e A gre em en t b e e n fo rc ed to th e f u lle st
ex te n t perm is sib le under ap plic ab le la w s an d public polic ie s. The in valid ity , ille g ality , or
un en fo rc ea b ility o f a n y p artic u la r p ro vis io n o f th is A gre em en t s h all n ot a ffe ct th e o th er p ro vis io ns,
an d th is A gre em en t s h all b e c o nstr u ed in a ll re sp ects a s if s u ch in valid , ille g al, o r u nen fo rc eab le
pro vis io n h ad b een o m itte d . ( 1 3) This A gre em en t c o n stitu te s t h e e n tir e a g re em en t b etw een t h e p artie s p erta in in g t o i ts
su bje ct m atte r an d it su pers e d es all prio r co nte m pora n eo us ag re em en ts , re p re se n ta tio ns an d
un ders ta n d in gs o f th e p artie s. N o s u pple m en t, m odif ic atio n o r a m en dm en t o f th is A gre em en t s h all
be b in din g u nle ss e x ecu te d i n w ritin g b y a ll p artie s.(1 4) No w aiv er o f a n y p ro vis io n o f t h is A gre em en t s h all b e d eem ed , o r s h all c o nstitu te , a
wa iv er o f a n y o th er p ro vis io n, w heth er o r n ot s im ila r, n or s h all a n y w aiv er c o nstitu te a c o ntin uin g
waiv er. N o w aiv er s h all b e b in din g u nle ss e x ecu te d i n w ritin g b y t h e p arty m ak in g t h e w aiv er.(1 5) This A gre em en t m ay b e e x ecu te d in a n y n um ber o f c o pie s, e ach o f w hic h s h all b e
de em ed a n o rig in al a n d n o o th er c o p y n eed b e p ro duced . A ll p ro nouns a n d a n y v aria tio ns th ere o f
sh all b e d eem ed to r e fe r to th e m asc u lin e, f e m in in e, n eu te r, s in gula r o r p lu ra l a s th e id en tity o f th e
pe rs o n o r p ers o ns m ay r e q uir e .(1 6) This A gre em en t s h all b e b in din g u pon th e p artie s h ere to a n d u pon th eir re sp ectiv e
ex ecu to rs , a d m in is tr a to rs , l e g al r e p re se n ta tiv es, s u ccesso rs , a n d a ssig ns.(1 7) This a g re em en t m ay o nly b e a m en ded o r r e v oked b y w ritte n a m en dm en t s ig ned b y
bo th p arti e s.(1 8) Each p arty f u rth er a g re es a n d a ffir m s a s f o llo w s: (a ) That t h e p arty d id e x ecu te t h e a g re em en t v olu nta rily ; a n d(b ) That t h is a g re em en t i s n ot u nco n sc io nab le w hen i t w as e x ecu te d ; a n d(c ) Both p artie s w ere p ro vid ed p rio r to e x ecu tio n o f th is a g re em en t a fa ir a n d
reaso nab le d is c lo su re o f t h e p ro perty a n d f in an cia l o blig atio ns o f t h e o th er p arty ;(d ) That he an d sh e did hav e, or re aso nab ly co uld hav e had , an ad eq uate
- 6 - kn ow le d ge o f t h e p ro perty a n d f in an cia l o blig atio ns o f t h e o th er p arty .T he p artie s h ere b y e x ecu te th is a g re em en t in se v era l c o unte rp arts , a n y e x ecu te d c o py o f
wh ic h s h all b e c o nsid ere d f o r a ll p u rp ose s a s a n o rig in al, o n t h e d ay a n d y ear a b ove w ritte n . ____________________________ F IR ST P A RTY ( “ W IF E ”)_ ____________________________S E C O ND P A RTY ( “ H USB A ND”) A ppro ved :A tto rn ey f o r F ir s t P arty : _ __ ________________________________ A tto rn ey f o r S eco nd P arty : _ ______________________ __________ N ote : T his a g re em en t m ust b e e x ecu te d b efo re a n ota ry p ublic . STATE OF _______________________COUNTY OF _____________________The foregoing instrument was acknowledged before me this _________________ (date)
by _________________________ and ___________________. (name of persons).___________________________________Notary Public, State of Printed Name:________________________ Commission Expires: _________________STATE OF _______________________
- 7 - COUNTY OF _____________________The foregoing instrument was acknowledged before me this _________________ (date)
by _________________________ and ___________________. (name of persons).___________________________________Notary Public, State of Printed Name:________________________ Commission Expires: _________________
Financial Statement Disclosure Information This financial statement disclosure is for use in connection with a premarital agreement
and should be completed accurately and completely. This statement should contain a
full disclosure of all your assets and liabilities. You should initial each page and sign
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Financial Statement page - 1 - Initials: _________
PE R SO NAL F IN ANCIA L D IS C LO SU RE S T A TEM EN T ****************************************************** To: Date: Individual InformationName: Address: City: State:,,Zip Occupation: Phone: Current AssetsCurrent LiabilitiesCash on Hand or in Banks Notes Payable (Secured)(Schedule F) Other Cash: Notes Payable (Unsecured)(Schedule G) Real Estate (other than residence Schedule A) Real Estate Mortgages Payable (Schedule H) Residence Auto Loans (Schedule I) Motor Vehicles (Schedule B) Unpaid Taxes and Interest US Government Securities (Schedule C) Due to Brokers Non-Marketable Securities (Schedule D) Open Accounts Stocks (Schedule E) Credit Cards (List): Other Personal Property Visa Life Insurance Cash Value Business IRA Notes Receivable Other Assets:Other:Personal IRA Antiques Partnership Assets Residential Mortgage Total Liabilities TOTAL OF ALL ASSETS LESS TOTAL OF ALL LIABILITIES NET WORTH Total Assets Individual Income Information (Annual)Salary Bonus Commissions Dividends Rental Income Other Income (List): Total Income Contingent LiabilitiesGuarantor, Co-maker Lease or Contracts Legal Claims Other: SCHEDULE “A” REAL ESTATEDescription of Real Estate Cost Market Value Date Acquired
Financial Statement page - 2 - Initials: _________
Totals SCHEDULE “B” MOTOR VEHICLESDescription of Motor Vehicles Cost Value Totals SCHEDULE “C” U.S. GOVERNMENT SECURITIESDescription of Stock or Bond Date AcquiredPar ValueMarket Value Totals SCHEDULE “D” NON MARKETABLE SECURITIESDescription Date AcquiredPar ValueMarket Value Totals SCHEDULE “E” STOCKSCompanySharesDate AcquiredPar ValueMarket Value
Financial Statement page - 3 - Initials: _________
Totals SCHEDULE “F” NOTES PAYABLE SECUREDDescription Date BalancePayment (m/yr) Totals SCHEDULE “G” NOTES PAYABLE UNSECUREDDescription Date BalancePayment (m/yr) SCHEDULE “H” REAL ESTATE MORTGAGESDescription Date BalancePayment (m/yr) Totals SCHEDULE “I” AUTO LOANSDescription Date BalancePayment (m/yr) Totals CERTIFICATION TO FINANCIAL STATEMENT
Financial Statement page - 4 - Initials: _________
I certify this Statement to be true and correct as of the date indicated;
that this financial statement is a full and fair disclosure of my assets;
and that I provided a true and correct copy of this financial statement to
___________________________________ on ___________________. _________________________________SignatureDate: ___________________________I _ ________________ __________________ a cknowledge r eceipt o f t his f inancial
statement a nd d iscl osure.__ _________________ _____________________ Si gnatureD a te: _ ____________ ______________________
Financial Statement page - 1 - Initials: _________
PE R SO NAL F IN ANCIA L D IS C LO SU RE S T A TEM EN T ****************************************************** To: Date: Individual InformationName: Address: City: State:,,Zip Occupation: Phone: Current AssetsCurrent LiabilitiesCash on Hand or in Banks Notes Payable (Secured)(Schedule F) Other Cash: Notes Payable (Unsecured)(Schedule G) Real Estate (other than residence Schedule A) Real Estate Mortgages Payable (Schedule H) Residence Auto Loans (Schedule I) Motor Vehicles (Schedule B) Unpaid Taxes and Interest US Government Securities (Schedule C) Due to Brokers Non-Marketable Securities (Schedule D) Open Accounts Stocks (Schedule E) Credit Cards (List): Other Personal Property Visa Life Insurance Cash Value Business IRA Notes Receivable Other Assets:Other:Personal IRA Antiques Partnership Assets Residential Mortgage Total Liabilities TOTAL OF ALL ASSETS LESS TOTAL OF ALL LIABILITIES NET WORTH Total Assets Individual Income Information (Annual)Salary Bonus Commissions Dividends Rental Income Other Income (List): Total Income Contingent LiabilitiesGuarantor, Co-maker Lease or Contracts Legal Claims Other: SCHEDULE “A” REAL ESTATEDescription of Real Estate Cost Market Value Date Acquired
Financial Statement page - 2 - Initials: _________
Totals SCHEDULE “B” MOTOR VEHICLESDescription of Motor Vehicles Cost Value Totals SCHEDULE “C” U.S. GOVERNMENT SECURITIESDescription of Stock or Bond Date AcquiredPar ValueMarket Value Totals SCHEDULE “D” NON MARKETABLE SECURITIESDescription Date AcquiredPar ValueMarket Value Totals SCHEDULE “E” STOCKSCompanySharesDate AcquiredPar ValueMarket Value
Financial Statement page - 3 - Initials: _________
Totals SCHEDULE “F” NOTES PAYABLE SECUREDDescription Date BalancePayment (m/yr) Totals SCHEDULE “G” NOTES PAYABLE UNSECUREDDescription Date BalancePayment (m/yr) SCHEDULE “H” REAL ESTATE MORTGAGESDescription Date BalancePayment (m/yr) Totals SCHEDULE “I” AUTO LOANSDescription Date BalancePayment (m/yr) Totals CERTIFICATION TO FINANCIAL STATEMENT
Financial Statement page - 4 - Initials: _________
I certify this Statement to be true and correct as of the date indicated;
that this financial statement is a full and fair disclosure of my assets;
and that I provided a true and correct copy of this financial statement to
___________________________________ on ___________________. _________________________________SignatureDate: ___________________________I _ ________________ __________________ a cknowledge r eceipt o f t his f inancial
statement a nd d iscl osure.__ _________________ _____________________ Si gnatureD a te: _ ____________ ______________________