THE
HOFFMAN
FIRM, P.S.C.
Expense Inventory
Home mortgage payments (Specify whether the amount includes taxes and insurance.)
Second mortgage and/or home equity loan
Real property insurance
Real property taxes
Homeowner's association fees
Condominium fees
Routine home maintenance costs
Lawn care (including spring/fall cleanup and tree trimming)
Snow removal
Window cleaning
Periodic major home maintenance costs
Painting
Roof and sidewalk repairs
Other
Water softener costs
Rent
Furniture rental
Renter's insurance
Maintenance to rented property
Food (not restaurant meals) and household supplies
Utilities
Gas
Oil
Electricity
Water
Telephone
Home
Car
Dry cleaning
Cleaning service (how often?)
Clothing
Uninsured medical and dental fees, and prescription costs (If applicable, indicate
deductible and copayment percentage.)
Insurance
Life Disability
Child care expenses
Day-care costs
Baby-sitter costs
Visitation expenses
Long-distance telephone calls
Transportation costs
Entertainment costs
Meal costs
Other
Support payments required by prior decree
School expenses for client and/or children
Tuition
Books and supplies
Transportation
Parking
Lab fees
Activity fees
Meal costs
Field trips
Uniforms
Other
Entertainment
Movies and videotapes
Cable television access
Concerts and plays
Dining out
In-home entertaining
Tickets to sporting events
Participation in sports
Children's summer activities (camp, etc.)
Children's lessons
Dance, music, sports, etc.
Religious school
Children's allowances
Children's tutoring
Automobile
Gas
Maintenance and repairs
Insurance
Auto club dues
Tolls and parking fees
Registration fees
Depreciation
Installment/lease payments
Other transportation costs (train pass, etc.)
Gifts (birthdays, holidays, etc.)
Donations
Personal donations
Donations related to employment or professional standing
Installment payments due (name of each creditor, balance owed, payment amount,
and due date)
Incidentals
Grooming
Newspapers, magazines, books
Hobbies
Tobacco products
Pet care
Vacations
Reserve for replacement of
Appliances
Furniture
Automobile
Membership dues
Professional
Social
Civic
Retirement fund
IRA contribution
Other
Professional services
Accounting
Tax preparation
Legal
Other expenses
Asset and liability inventory
Assets
Furniture and furnishings
Antiques/heirlooms
China, silver, crystal
Jewelry
Furs
Artworks
Stereo equipment
Planes
Campers
Snowmobiles
Pets
Precious metals
Sporting equipment
Guns
Boats and trailers
Fishing equipment
Golfing equipment
Other
Personal collections
Coins
Stamps
Other
Accounts receivable (money owed to either party)
Vehicles
Automobiles
Trucks
Motorcycles
Bicycles
Stocks
Bonds
Debentures
Brokerage margin accounts
Cash and deposit accounts, such as
Cash on hand or in a safe deposit box
Checking accounts
Savings accounts
Money market accounts
Christmas club accounts
Certificates of deposit
Life insurance (cash surrender value)
Retirement interests
IRA
4O1K plan
Defined benefit plan
Defined contribution plan
Annuity
Keogh plan
Other
Real estate
Residence
Rental property (owned by the parties)
Vacant land
Vacation property
Other
Business interests
Interest in a closely held corporation
Partnership interest
Other
Interest in a time-share
Beneficial interest in an estate/trust
Prepaid obligations, such as
Prepayment on tax liability
Prepayment on funeral expenses
Anticipated tax refund
Other assets, such as
Tax-sheltered investments
The right to a cause of action
Patents
Trademarks
Copyrights
Liabilities
Mortgage on residence
Mortgage on other real estate
Loans for items, such as
Vehicles
Home improvements
Education
Consolidation of other bills
Other
Loans from
Retirement plan
Insurance policy
Relative or friend
Other
Medical/dental bills
Charge accounts
Credit card accounts
Lease payments
Land contract payments
Money judgments
Tax liability
Real estate taxes that are due
Past due income taxes
Other past due taxes
Estimated tax payments
Contingent liabilities