CURRENT ASSETS |
Cash and Securities: |
|
 |
|
Name and Location of Bank
|
|
Deposits |
1. |

|
$ |
 |
| |

|
|
|
2. |

|
$ |
 |
| |

|
|
|
3. |

|
$ |
 |
| |

|
|
|
|
Submit copy of last 3 months personal bank
statements |
Stocks, Bonds, and other securities |
$ |
 |
| (Submit current market value and proof of value): |
Total Cash and Securities: |
$ |
 |
|
Real Estate (Give locations and appraised value,
attach Tax Assesment Notice. Provide deed, if out of state.
If jointly owned, attach co-owners affidavit.): |
 |
1. |

|
$ |
 |
| |

|
|
|
2. |

|
$ |
 |
| |

|
|
|
3. |

|
$ |
 |
| |

|
|
|
Total Real Estate: |
$ |
 |
|
Other Assets (Submit proof of value): |
 |
1. |

|
$ |
 |
2. |

|
$ |
 |
3. |

|
$ |
 |
Total Other Assets: |
$ |
 |
|
Total Assets |
$ |
 |
|
CURRENT
LIABILITIES |
Amounts Payable to Banks, Credit Cards and
Others: |
|
Lender |

|
Balance Due |
| 1. |
 |

|
$ |
| 2. |
 |

|
$ |
| 3. |
 |

|
$ |
| 4. |
 |

|
$ |
| 5. |
 |

|
$ |
| 6. |
 |

|
$ |
|
Total Amount Due |

|
$ |
|
Total Past Due |

|
$ |
Income Taxes (unpaid balance): |
Federal |
$ |
 |
|
| State |
$ |
 |
|
| Total Taxes |
$ |
 |
|
Open Judgements or Liens
(Show date and description on separate page.): |
| 1. |
 |
|
$ |
| 2. |
 |
|
$
 |
| |
Total |
$
 |
Fixed Liabilities Borrowed or Due on Real Estate
|
|
|
|
Mortgage Holder |
|
Balance Due |
1. |

|
$ |
 |
| 2. |

|
$ |
 |
| 3. |

|
$ |
 |
Total Mortgages: |
$ |
 |
Other Liabilities: |
1. |

|
$ |
 |
| 2. |

|
$ |
 |
| 3. |

|
$ |
 |
Total Other Liabilities: |
$ |
 |
Net Worth (assets minus liabilities): |
| Total Assets |
$ |
 |
| Total Liabilities |
$ |
 |
| Net Worth |
$ |
 |
|