[PDF] FINANCIAL AFFIDAVIT (OVER $75000)





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Affidavit Writing Made Easy: Create an Outstanding Warrant Application Every Time By Michelle M Heldmyer Attorney-Advisor (Instructor) FLETC ALG i Even for the most experienced law enforcement officers writing an affidavit can be a daunting task Ensuring your affidavit is legally sufficient organized easy to read and even

How do I fill out an affidavit form?

    The first thing to do in filling out the affidavit form is to indicate a title for the document. The title of the affidavit enables its readers to get a grasp of what the document is about. In the title, you can indicate the name of the witness, if it is an open case or the topic of the affidavit.

What is the purpose of an affidavit form?

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What information must be included in an affidavit form?

    The affidavit components include information about your: income, expenses, assets (such as real property, bank accounts, and retirement accounts), and debts. Financial affidavits are used to determine how assets and debts will be divided between the former spouses.

Are there different types of affidavit forms?

    There are several types of affidavits, including: Affidavit of Domicile: Commonly used when probating a will or navigating multiple trusts. This affidavit establishes the legal residence of the deceased at the time of their death. This type of affidavit may be state-specific. Affidavit of Heirship: Commonly used in estate planning.
(Page 1 of 6) Click here to get more information about the fields on this form.

FINANCIAL AFFIDAVIT

JD-FM-6-LONG Rev. 2-16

P.B. §§ 25-30, 25a-15

STATE OF CONNECTICUT SUPERIOR COURT

www.jud.ct.gov

FINAFFL

Court Use Only

*FINAFFL*

Instructions

Use this long version if either your gross annual income is more than $75,000 (see

Section I. Income) or your

total net assets are more than $75,000 (see Section IV. Assets), or if both are more than $75,000. Otherwise, use the short version, form

JD-FM-6-SHORT.

Docket number

- FA -- S-

ADA NOTICE

The Judicial Branch of the State of Connecticut complies with the Americans with Disabilities Act (ADA). If you need a reasonable accommodation in accordance with the ADA, contact a court clerk or an ADA contact person listed at www.jud.ct.gov/ADA.

For the Judicial District ofAt (Address of Court)

Name of case

Name of affiant

(Person submitting this form)

PlaintiffDefendant

Certification

I understand that the information stated on this Financial Statement and the attached Schedules, if any, is complete, true, and accurate. I understand that willful misrepresentation of any of the information pr ovided will subject me to sanctions and may result in criminal charges being filed against me.

I. Income

1) Gross Weekly Income/Monies and Benefits From All Sources

Computed based on year-to-date, but no less than the last 13 weeks. If c omputation is based on less than 13 weeks or if your computations are not reflective of current wages, explain: Paid: If income is not paid weekly, adjust the rate of pay to weekly as follows: Bi-weekly ĺ divide by 2Semi-monthly ĺ multiply by 2, multiply by 12, divide by 52

Monthly

multiply by 12, divide by 52Annually ĺ divide by 52 (a) Employer(s)Address(es)Base Pay:

Job 1$

SalaryWages

Job 2$

SalaryWages

Job 3$

SalaryWages

Total of base pay from salary and wages of all jobs............................................................................

(b)Overtime .............................................. (g)Dividends ............................................. (j)Annuities .............................................. (k)Pensions .............................................. l)

Retirement/Tax Deferred Funds.............

(m)Social Security...................................... (p)Worker's compensation.......................... (q)

Public Assistance (Welfare, TFA

(r)

Child Support (Actually received)............

(s)

Alimony

(Actually received).................... (t)Rental and income producing property.... (u)Royalties and other rights....................... (v)Contributions from household member(s) (w)Cash income......................................... (x)Veterans Benefits.................................. (y)Other: (z)Total Gross Weekly Income/Monies and Benefits From All Sources (Add items a through y) (Page 2 of 6)

JD-FM-6-LONG Rev. 2-16

Hours worked per week

Gross yearly income from prior tax year. Provide amount of income, not c opies of forms...............................$

List here and explain any other income including but not limited to: non-reported income; and support provided by relatives,

friends, and others:

2) Mandatory Deductions

(If consistent deductions don't occur every pay check provide average amounts.) (1) Federal income tax deductions Job 1 $Job 2 $Job 3 $Totals (claiming exemptions) $(2) Social Security or Mandatory Retirement (3) State income tax deductions (claiming exemptions) (4) Medicare (5) Health insurance (6) Union dues (7) Prior court order — child support or alimony (8) Total Mandatory Deductions (add items 1 through 7)

3) Net Weekly Income..............................................................................................................................

Subtract the Total Mandatory Deductions [see item I., 2), (8)] from the Total Gross Weekly Income/Monies and Benefits

From All Sources [see item I., 1), z) ]

4) Other Deductions

(1) Credit Union Loan.................................. (2) Savings................................................. (3) Retirement............................................. (4) Subsequent Other Order of Court............ (i.e., child support, alimony)(5) Health Savings Account(s) or Plan(s)...... (6) Deferred Compensation or 401K ............ (7) Other Pre-Tax Deductions...................... (8) Other Wage Executions.........................

(9) Total Other Deductions (add items 1 through 8) ...............................................................................

II. Weekly Expenses Not Deducted From Pay

If expenses are not paid weekly, adjust the rate of payment to weekly as follows: Bi-weekly ĺ divide by 2Semi-monthly ĺ multiply by 2, multiply by 12, divide by 52

Monthly

multiply by 12, divide by 52Annually ĺ divide by 52

Insert an ("x") in the box if you are

not currently paying the expense, or if someone else is paying the expense. Home:

Rent or Mortgage

(Principal, Interest - Real Estate Taxes and Insurance if escrowed) $2nd Mortgage/Home Equity Line of Credit or Other Lien$

Property taxes and assessments..........

$Household Improvements

Condominium Fees................................

$(Specify)$

Utilities:

Oil ........................................................ Electricity .............................................. Gas ...................................................... Water and Sewer................................... Trash Collection ......................................

Groceries

(after food stamps): Including household supplies, formula, diapers ......................................... (Not including take out meals)

Restaurants

(Including take out meals)..................................................................................................

Transportation:

Gas/Oil .................................................

Automobile Insurance/Tax/Registration...

$Auto Loan or Lease ................................. Public Transportation...............................

Insurance Premiums:

Medical/Dental (Out-of-pocket expense

after Health Savings Account/Plan) ......

Uninsured Medical/Dental not paid by insurance...................................................................................

(Page 3 of 6)

JD-FM-6-LONG Rev. 2-16

Insert an ("x") in the box if you are

not currently paying the expense, or if someone else is paying the expense.

Personal Care

(e.g., haircuts, etc.)........... Dry Cleaning............................................

Alcohol, Smoking Products.......................

$Vacation .................................................$

Child(ren):

Child Support of this case...................

Child Care Expense (after deductions,

credits and subsidies)..........................

Child Support of other children other than

this case (attach a copy of the order)... $Child(ren)'s Education (elementary, secondary, college, occupational) ..........

Child(ren)'s activities (e.g., lessons, sports,

etc.) ..................................................... Child(ren)'s camp ....................................

Child(ren)'s clothing and footwear.............

Check here if any part is court ordered

Education (self)......................................................................................................................................

Alimony: Payable to this spouse.............................................................................................................

Alimony: Payable to another spouse.......................................................................................................

Employment related expenses (which are not reimbursed):

Travel .................................................................................................................................................

Required continuing education .............................................................................................................

Other (Specify):

Charitable Contributions.........................................................................................................................

Child(ren)'s allowance ............................................................................................................................

Extraordinary travel expenses for visitation with child(ren) ........................................................................

Other (Specify):

Total Weekly Expenses Not Deducted From Pay...................................................................................

III. Liabilities (Debts)

Do not include expenses listed above. Do not include mortgage current pr incipal balance or loan balances that are listed under "Assets."

Creditor Name/Type of DebtBalance Due

Date Debt

Incurred/

Revolving

Weekly

Payment

Credit Card Debt

SoleJoint

SoleJoint

SoleJoint

SoleJoint

SoleJoint

Other Consumer Debt

SoleJoint

SoleJoint

Tax Debt

SoleJoint

SoleJoint

Health Care Debt

SoleJoint

SoleJoint

Other Debt

SoleJoint

SoleJoint

SoleJoint

SoleJoint

SoleJoint

SoleJoint

SoleJoint

(A). Total Liabilities (Total Balance Due on Debts)...................................

(B). Total Weekly Liabilities Expense...................................................................................................

(Page 4 of 6)

JD-FM-6-LONG Rev. 2-16

IV. Assets

Note: Under "Ownership" indicate S for sole, JTS for joint with spouse, and JTO for joint with other. You must complete the last column to the right "Value of Your Interest" in each applicable section.

A. Real Estate

(including time share)

Address

Ownership

SJTSJTO

a. Fair Market Value (Estimate) b. Mortgage Current Principal Balancec. Equity Line of Credit and Other Liens d. Equity (d = a minus (b + c))e. Value of Your

Interest

Home Other

Total Net Value of Real Estate:

B. Motor Vehicles

YearMakeModel

JTOJTSS

Ownership

a. Value b. Loan Balance c. Equity (c = a minus b)d. Value of Your Interest

1:$$$$

2:$$$$

3:$$$$

Total Net Value of Motor Vehicles:௑$

C. Bank Accounts

Do not include custodial accounts or child(ren)'s assets - complete

Section V. below.

Institution

Account Number

(last 4 numbers only)

Ownership

SJTSJTO

Current Balance/

Value

Value of Your Interest

Checking

Savings

Certificate of Deposit

Credit Union

Other Account

(i.e., money market, U.S. Savings Bonds, etc.)

Total Net Value of Bank Accounts:௑$

D. Stocks, Bonds, Mutual Funds, Bond Funds

Company

Account Number

(last 4 numbers only)

Listed Beneficiary

Current Balance/ Value

Stocks$

Bonds$

Mutual Funds$

Bond Funds$

Total Net Value of Stocks, Bonds, Mutual Funds, Bond Funds:௑$ E. Insurance (exclude children) D = Disability L = Life

Name of InsuredDLCompany

Account Number

(last 4 numbers only)

Listed Beneficiary

Current Balance/

Value

Total Net Value of Insurance:௑$

(Page 5 of 6)

JD-FM-6-LONG Rev. 2-16

Current Balance/ Value

F. Retirement Plans(Pensions on Interest, Individual IRA, 401K, Keogh, etc.)

Type of PlanName of Plan/Bank/Company

Account Number

(last 4 numbers only)

Listed Beneficiary

Receiving Payments

YesNo$

YesNo$

YesNo$

YesNo$

YesNo$

Total Net Value of Retirement Plans:௑$

G. Business Interest/Self-Employment

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