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Financial Affidavit (Family Cases) Form. This is a Illinois form and can be use in Fulton Local County.
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Tags: Financial Affidavit (Family Cases), Illinois Local County, Fulton
IN THE CIRCUIT COURT OF THE NINTH JUDICIAL CIRCUIT
COUNTY, ILLINOIS
Petitioner,
Case No:
vs.
Respondent.
FINANCIAL AFFIDAVIT (Family Cases)
(Local Court Rule G-5.1)
I,
contained herein is true and correct as of
, having been duly sworn, upon oath, state that the information
, 20
.
Age:
1. My Name:
Address:
Occupation:
D/O/B:
Education:
Age:
2. Opposing party:
Address:
Employer:
Occupation:
D/O/B:
Education:
Job Title:
3. (If Applicable): a. Date of Marriage:
c. Date final Judgment of Diss. entered:
b. Date of Separation:
4. My Employment Information
[ ] Current Employer:
Address:
Address:
[ ] Self Employed as:
Address:
[ ] Other Employment:
Per
[ ] Unemployed
[ ] Unemployment Compensation $
Do you expect your employment to change significantly in the next 6 months?
[ ] No [ ] Yes Why?
Number of Paychecks per year: (Please Check box) [ ] 12 [ ] 24 [ ] 26 [ ] 52
Number of Dependents claimed on Federal Income Tax returns:
[ ] Other:
5. Any Prior Support Orders (if applicable): [ ] Paid by me [ ] Paid to me.
[ ] Child Support [ ] Maintenance [ ] Unallocated child support & maintenance [ ] College expenses
Amount of Prior Order: $
Date of Prior Order:
6. Minor and/or dependent Children born to myself and opposing party:
Name
Age
Date of Birth
Currently Living with:
(Attach additional page(s) as needed)
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7. I have additional persons dependent on me:
Name
Age
Date of Birth
Relationship
8. State Total Number of People in your Household:
List Name of all Persons in your Household (exclude yourself):
Name
Age
Date of Birth
Relationship
(Attach additional page(s) as needed)
(Attach additional page(s) as needed)
9. Proof of Income: Pursuant to Local Court Rule G-5.1.B. [ ] I have attached or [ ] I shall have available at any
hearing regarding child support, maintenance, college expenses, or disposition of property, copies of my prior year's
Federal Income Tax return, including all W-2 forms and 1099 forms, and my most recent pay stub showing year to date
earnings and deductions therefrom, or if the same is not provided by my employer, my five (5) most recent payroll stubs.
10. STATE AND FEDERAL INCOME TAX REFUNDS
How much was your last State Income Tax Refund?
$
How much was your last Federal Income Tax Refund? $
. For what tax year?
. For what tax year?
11. STATEMENT OF INCOME
11a. Total Gross Monthly Earned Income
Gross Salary/Wages/Base Pay
Overtime/Commission
Bonus
Draw
11a. TOTAL GROSS MONTHLY EARNED INCOME:
11b. Total Required Monthly Deductions From Earned Income
Federal Tax (based on
exemptions)
exemptions)
State Tax (based on
FICA (or Social Security equivalent: RR, Tier I)
Medicare
Mandatory 401(K) or retirement contributions
)
Union Dues (Name of Union:
Health - Medical Insurance Premiums deducted from paycheck:
Myself
My Dependents
Prior Orders of Child Support or Mainatenance actually paid
$
pursuant to Court Order No.
$
Other (specify):
$
Other (specify):
11b. TOTAL REQUIRED MONTHLY DEDUCTIONS FROM
EARNED INCOME:
11c. TOTAL NET MONTHLY EARNED INCOME (11a. minus 11.b)
11d. TOTAL OTHER MONTHLY INCOME
Social Security
$
$
$
$
$
0.00
$
$
$
$
$
$
$
$
$
$
0.00
($
0.00
)
$
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Unemployment benefits
Worker's Compensation /Disability payment
Public Aid/Food Stamps
Pension and Retirement Benefits
Interest income/Dividend income
Trust income
Rental income
Business income (including nontaxable distributions)
Partnership income
[ ] Other:
Spousal Support received (specify)
[ ] Pursuant to a prior judgment or order in another case
[ ] Pursuant to a prior judgment or order in this case
[ ] Voluntarily paid in this case or another case
Child Support received (specify)
[ ] Pursuant to a prior judgment or order in another case
[ ] Pursuant to a prior judgment or order in this case
[ ] Voluntarily paid in this case or another case
[ ] Other:
11d. TOTAL OTHER MONTHLY INCOME
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
11. TOTAL MONTHLY NET EARNED INCOME & OTHER INCOME
0.00
$
0.00
(Add lines 11c. and 11d.)
12. STATEMENT OF MONTHLY LIVING EXPENSES
(Mark with A*@ if projected expenses. Be prepared to offer testimony in support of estimates)
12a. Household Expenses
a. Mortgage or Rent (specify):
$
b. Home Equity Loan payment
$
c. Real Estate Taxes, Assessments (if not in mortgage)
$
d. Homeowners or Renters Insurance (if not in mortgage)
$
e. Condo Maintenance Fee
$
f. Heat/Fuel
$
g. Electricity
$
h. Water
$
i. Sewer
$
j. Groceries and Household Supplies
$
k. Garbage and Refuse Removal
$
l. Home Telephone (including long distance)
$
m. Cell Phone
$
n. Laundry B Dry Cleaning
$
o. Household help B Cleaning Services B Maid
$
p. Furniture, Appliance Repair/Replacement
$
q. Lawn B Garden Care / Snow removal
$
r. Tobacco, Liquor, Beer, Wine, etc.
$
s. Cable or Satellite Television
$
t. Internet Computer Service
$
$
u. Other (specify):
0.00
SUBTOTAL HOUSEHOLD EXPENSES:
$
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12b. Transportation
a. Vehicle Payments
(Vehicle 1)
b. Vehicle Payments
(Vehicle 2)
c. Fuel & Oil
d. License & Resgistration
e. Repairs & maintenance
f. Vehicle Insurance
g. Other (specify):
h. Other (specify):
SUBTOTAL TRANSPORTATION EXPENSES:
12c. Personal Expenses (actually paid for you and dependents)
a. Clothing & Shoes
b. Business / Work Uniforms
c. Eyeglasses / Contacts (after insurance)
d. Grooming / Cosmetics
e. Hairdresser / Barber
f. Medical (after insurance proceeds/reimbursement)
Doctor
Dentist
Optical
Medication
g. Insurance (not deducted from paycheck)
Life Insurance
Medical/Hospitalization
Dental/Optical
h. Educational Expense
i. Books, magazines, newspapers, etc.
j. Recreation, sports and hobby expenses
k. Religious / charitable contributions
l. Vacations
m. Social / Club Dues
n. Gifts and presents other than to children
o. Other (specify):
SUBTOTAL PERSONAL EXPENSES:
12d. Expenses of Minor or Dependent Children
a. Education
Tuition
Books/Fees
Lunches
Transportation
b. Allowance
c. Child care / After-school care
d. Sitters
e. Child Clubs/Summer Camps
f. Entertainment
g. Gifts (for Holidays, birthdays, etc)
h. Other (specify):
SUBTOTAL CHILDREN'S EXPENSES:
$
$
$
$
$
$
$
$
$
0.00
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
0.00
$
$
$
$
$
$
$
$
$
$
$
0.00
$
$
12.TOTAL MONTHLY LIVING EXPENSES:
0.00
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13. STATEMENT OF MONTHLY MARITAL DEBT PAYMENT NOT OTHERWISE LISTED
Creditor's Name
Payment for
Balance Due
Monthly Payment
$
$
$
$
$
$
$
$
$
$
$
$
$
$
0.00
$
TOTAL DEBT
TOTAL MONTHLY MARITAL DEBT PAYMENT $
(Attach additional page(s) as needed)
14. STATEMENT OF MONTHLY NON-MARITAL DEBT PAYMENT NOT OTHERWISE LISTED
Creditor's Name
Payment for
Balance Due
Monthly Payment
$
$
$
$
$
$
$
$
$
$
$
$
0.00
TOTAL DEBT
$
0.00
TOTAL MONTHLY NON-MARITAL DEBT PAYMENT $
(Attach additional page(s) as needed)
15. STATEMENT OF MARITAL ASSETS
Valuation Date:
Market Value
15a. Marital Residence and Other Real Estate:
1. Residence at:
2.
3.
Subtotal Marital Real Estate
$
$
$
$
0.00
Market Value
15b. Marital Vehicles & Other Personal Property:
1.
2.
3.
4.
Subtotal Cars & Other Personal Property
$
$
$
$
15c. Marital Businesses:
1. Business Interest:
2.
Subtotal Marital Businesses
$
$
$
0.00
Market Value
$
15e. Marital Financial Assets (Cash Equivalents):
1. Savings or Checking Accounts
2. Certificates of Deposit
3. Other (specify):
4. Other (specify):
Subtotal Marital Cash Equivalents:
15f. Marital Retirement & Deferred Compensation:
1. Retirement:
2.
Subtotal Marital Retirement & Deferred Comp.
0.00
Market Value
$
$
$
$
$
0.00
Market Value
$
$
$
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15g. Marital Investment Accounts and Securities:
$
1. Stocks/Bonds
2. Tax exempt securities
3. Other (specify):
Subtotal Marital Investment Accounts and Securities
Market Value
$
$
$
0.00
15.TOTAL ALL MARITAL ASSETS
$
0.00
16. STATEMENT OF NON-MARITAL ASSETS and DEBTS Valuation Date
Market Value
16a. Non-Marital Residence and Other Real Estate:
$
$
1. Non-Marital Residence at:
2.
Subtotal Non-marital Real Estate
$
16b. Non-Marital Vehicles & Other Personal Property:
$
1.
$
2.
Subtotal Non-marital Personal Property
Market Value
$
0.00
Market Value
16c. Non-Marital Businesses:
1. Business Interest:
2.
Subtotal Non-marital Businesses
Debt
$
$
$
$
$
Market Value
16c. Non-Marital Financial Assets (Cash or Equivalents):
1. Savings or Checking Accounts
2. Certificates of Deposit
4. Other (specify):
Subtotal Non-marital Fin. Assets
$
$
$
$
0.00
Market Value
16d. Non-Marital Retirement & Deferred Compensation:
$
1. Retirement:
$
2.
Subtotal N.M. Retirement & Deferred Compensation
16e. Non-Marital Investment Accounts and Securities:
1. Stocks
2. Bonds
3. Other (specify):
Subtotal N.M. Investment Accounts and Securities
0.00
$
0.00
Market Value
$
$
$
$
16. TOTAL ALL NON-MARITAL ASSETS AND DEBTS
0.00
$
0.00
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17. STATEMENT OF HEALTH INSURANCE COVERAGE CURRENTLY IN EFFECT
Name of insurance carrier:
Policy or Group No.:
Type of insurance: [ ] Medical [ ] Dental
[ ] Optical
Persons covered: [ ] Self
[ ] Spouse
[ ] Dependents
Per family: $
Deductible: Per individual: $
Type of policy:
[ ] HMO
[ ] PPO [ ] Full indemnity
Provided by:
[ ] Employer [ ] Private Policy [ ] Other Group
Monthly costs:
[ ] Paid by Employer and/or
[ ] Paid by employee for self $
[ ] Paid by employee for dependents $
VERIFICATION
The foregoing Financial Affidavit has been carefully read by the undersigned who states under oath and under
penalties of perjury as provided by law pursuant to 735 ILCS 5/109, that this Financial Affidavit includes all of his/her
income and expenses, that he/she has knowledge of the matters stated, and that he/she certifies that the statements set forth
in this Affidavit are true and correct, except as to matters specifically stated to be on information and belief, and as to such
matters the undersigned certifies as aforesaid that he/she verily believes same to be true.
Date Signed:
Signature of Affiant
Prepared by:
[ ] Self
[ ] Attorney's Name:
Address:
City
Phone
Fax
ARDC#
Typed or Printed Name of Affiant
State
Zip
NOTICE:
Court Filing Instructions and Proof of Income:
Do not file this Financial Affidavit with the Clerk
of the Court. Pursuant to Local Court Rule G-5.1, a copy
of this completed and signed Financial Affidavit must be
served by the moving party on all parties entitled to notice
not less than seven (7) days before the date of hearing on a
pleading seeking to establish, modify, or otherwise affect
issues of support or maintenance, disposition of property,
college expenses or attorney's fees, whether temporary or
permanent in nature, and by the responding party not less
than two (2) days before said hearing date the case. If
such an affidavit has been served for purposes of a
hearing, an additional affidavit need not be served for
subsequent hearings unless there has been a change in
financial circumstances.
Pursuant to Local Court Rule G-5.1, each party shall
file with the Clerk of the Circuit Court within seven (7)
days after service of this Financial Affidavit a Certificate
of Compliance and Service, certifying this Financial
Affidavit has been completed and further setting forth the
date on which this completed Financial Affidavit was
served upon the opposing party.
This Financial Affidavit shall not be filed with the
Clerk of the Circuit Court. Both parties shall,
however, be required to provide a copy of the
Financial Affidavit, together with a copy of the notice,
motion and any points and authorities relied upon, to
the judge before whom the motion is set or assigned.
The judge's copy so provided for the judge pursuant to
Local Rule shall not be filed as part of the court
record.
Pursuant to Local Court Rule G-5.1.B, each party
shall also have available at any such hearing copies of the
prior year's Federal Income Tax return, including all W2 forms and 1099 forms, and the most recent pay stub
showing year to date earnings and deductions therefrom,
or if the same is not provided by their employer, their five
(5) most recent payroll stubs.
Failure to comply with these Rules may result in
sanctions pursuant to local and Supreme Court Rule.
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