ASSETS AND LIABILITIES WORKSHEET
|
CATEGORIES OF ASSETS |
VALUE |
|
Automobiles |
|
|
Home furnishings |
|
|
Jewelry |
|
|
China/silver |
|
|
Art |
|
|
Boats |
|
|
Other personal property |
|
|
Principal residence |
|
|
Other real property |
|
|
Checking account |
|
|
Savings account |
|
|
Money market account |
|
|
Certificates of deposit |
|
|
Other bank account |
|
|
401(k) |
|
|
IRA |
|
|
Roth IRA |
|
|
Keogh |
|
|
SEP (for self-employed) |
|
|
Other retirement account |
|
|
Mutual funds |
|
|
Stock brokerage account |
|
|
Stock certificates |
|
|
Bonds |
|
|
Annuities |
|
|
Limited partnerships |
|
|
Promissory notes |
|
|
Other investment account |
|
|
Business ownership interests (e.g., in a d/b/a or corporation) |
|
|
Life insurance (use total face value of all policies) |
|
|
Other miscellaneous assets |
|
|
TOTAL VALUE OF ASSETS |
|
|
LESS TOTAL LIABILITIES (insert Total Liabilities) |
( ) |
|
TOTAL NET WORTH FOR FEDERAL ESTATE TAX PURPOSES |
|
CATEGORIES OF LIABILITIES |
VALUE |
|
Credit card debt |
|
|
Credit line |
|
|
Life insurance loan |
|
|
Automobile loan |
|
|
Mortgage on principal residence |
|
|
Home equity loan |
|
|
Other debt or loan |
|
|
TOTAL LIABILITIES (insert at bottom of assets) |