Asset - General Categories
|
John Only
|
Susan Only
|
Jointly Titled
|
Notes
|
|
|
|
|
|
House - Net of Mortgages (Equity)
|
|
|
425,000
|
|
Timeshare
|
|
|
10,000
|
|
|
|
|
|
|
Cash Assets - Bank Accounts, C/D's, Money Market
Accounts
|
12,000
|
20,000
|
50,000
|
|
Individual Stocks, Mutual Funds - Non-Retirement
Accounts
|
|
|
65,000
|
|
|
|
|
|
|
Automobiles (net of loan balances)
|
|
20,000
|
25,000
|
|
House Furniture and Furnishings
|
|
|
25,000
|
|
Coin Collection
|
15,000
|
|
|
|
Other Tangible Personal Property (Artwork, Jewelry,
Etc.)
|
|
25,000
|
20,000
|
|
|
|
|
|
|
IRAs - 401Ks
|
100,000
|
25,000
|
|
|
Pension Plan
|
25,000
|
|
|
|
|
|
|
|
|
Life Insurance
|
1,000,000
|
250,000
|
|
|
Custodial Accounts for Children (UTMA)
|
20,000
|
|
|
John-Custodian
|
|
|
|
|
|
Totals
|
$ 1,172,000
|
$ 340,000
|
$ 620,000
|
$ 2,132,000
|
|
|
|
|
|