THE
HOFFMAN
FIRM, P.S.C.

98 Garvey Avenue, Elsmere Kentucky 41018
(859) 342-9029

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



This is an advertisement.

I serve the areas of Boone County, Campbell County, Gallatin County, Grant County and Kenton County, Kentucky and practice in Family Courts, Circuit Courts and District Courts regularly.

Copyright by The Hoffman Firm, P.S.C. All rights reserved.
You may reproduce materials available at this site for your own personal use and for non-commercial distribution.
All copies must include this copyright statement.

Website designed by Latonia Web Design