APPENDIX B CAPTION ) CASE NO. MANDATORY SETTLEMENT CONFERENCE STATEMENT DATE: TIME: DEPT: ) ) ) ) ) This Mandatory Settlement Conference Statement is submitted on behalf of [Petitioner] [Respondent] [Claimant]. Introduction 1. a. Summary of Uncontested Issues List of Contested Issues b. Statistical Facts 2. Date of marriage, date of separation, length of marriage in a. years and months; b. c. d. facts; and All material facts upon which a party relies on any e. contested issue regarding statistical facts. 3. Restraining Orders a. b. c. authorities. 4. Prior orders. Petitioner's contentions, including points and authorities. Respondent's contentions, points and including The number and age of minor and adult children; The age of the parties; Any issues arising from the interpretation of the statistical Child Custody and Visitation a. b. c. d. Which parent currently has custody? What is the current visitation schedule?; What changes are requested?; and Will any experts testify? Vl-43 2000 (C) American LegalNet, Inc. 5. history; Child Support a. Describe any existing order for child support and payment b. Set forth child support calculation; c. Summarize all material facts regarding unusual circumstances affecting child support calculations. 6. Spousal Support a. Describe any existing order for spousal support and payment history; b. Set forth gross and net income and expenses of each party; c. Summarize all material facts regarding unusual circumstances affecting spousal support calculations. 7. Contested Property Issues List each item of property, real or personal, and for each item of property, furnish the following information, where relevant: Date of acquisition; a. b. How title is vested; c. Whether it is community property, separate property, a combination thereof, or quasi-community property; d. The current fair market value of the property, the nature, extent and terms of any encumbrance against the property, and the current net equity of the property. e. A statement of all material facts and law in support of the party's characterization of property. A statement of all material facts and law which are the f. basis for any apportionment or reimbursement claimed, the formula for apportionment or reimbursement, and the value of each party's community property and separate property interests. Debts and Obligations 8. State existing orders on debts and/or reimbursement a. claims b. List all debts and obligations of the parties that are liabilities of the community, by name of creditor, the balance due on the date of separation, the current balance and the nature, extent and terms of any security for the debt. Vl-44 2000 (C) American LegalNet, Inc. List all debts and obligations of the parties that are c. separate property liabilities, by name of creditor, the balance due on the date of separation, the current balance and the nature, extent and terms of any security for the debt. d. List all reimbursement claims, by date of payment, source of payment and amount of payment. Attorneys' Fees, Expert Fees and Costs 9. Provide a summary of existing orders a. List the amounts paid by a party on account of the other b. party's attorneys' fees and expert fees and costs, the dates of payment and the balance due, if any. List the amounts paid by a party on account of his or her c. attorneys' fees and expert's fees and costs, and balances due. 10. Statement of Attorneys "This Statement covers all matters in dispute in this proceeding. All documents have been exchanged and all discovery has been completed. If partial or total settlement is not reached at the Mandatory Settlement Conference, my client and I are prepared to go to trial as noticed and scheduled by the Court." Attorney for Vl-45 2000 (C) American LegalNet, Inc.