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Financial Affidavit - Local Rule 11.02 Form. This is a Illinois form and can be use in McHenry Local County.
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Tags: Financial Affidavit - Local Rule 11.02, CV-AFF5, Illinois Local County, McHenry
IN THE CIRCUIT COURT OF THE 22ND JUDICIAL CIRCUIT
McHENRY COUNTY, ILLINOIS
IN RE: The
Marriage of:
Custody of:
_________________________________
Petitioner
and
_________________________________
Respondent
)
)
)
)
)
)
)
)
Support of:
Case Number:_______________________________
FINANCIAL AFFIDAVIT - LOCAL RULE 11.02
(LAST THREE (3) PAY STUBS AND LAST TWO (2) TAX RETURNS MUST ALSO BE PRODUCED)
Affiant, _______________________________________, having been duly sworn, upon oath, states that the
information contained herein is true and correct as of ____________________________________, 20 ____.
Name: __________________________________
Telephone No: ( ______ ) _______________________
Address: ________________________________
Petitioner Date of Birth ________________(mmddyyyy)
_________________________________________
Respondent Date of Birth _______________(mmddyyyy)
Date of Marriage: _________________________
Date of Dissolution of Marriage (if applicable)
__________________ (mmddyyyy)
(mmddyyyy)
Minor and/or Dependent Children of this Marriage:
NAME
Date of Birth
Currently Living With
(mmddyyyy)
(Attach additional page(s) as needed)
Current Employer:
Self Employment:
Other Employment
Check if unemployed
Address:
Address:
Address:
Number of Paychecks per year: (Please Check Box) 12 24 26 52 Other_________
CV-AFF5 Pursuant to Local Court Rule 11.02 revised 1/1/08
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Number of Exemptions claimed: _________________
Number of Dependents claimed: _________________
Gross Income from all sources last year: ___________________________________________________
Gross Income from all sources this year through _______________________: $ ___________________
STATEMENT OF INCOME
Gross Monthly Income
Salary/Wages/Base Pay
Overtime/Commission
Bonus
Draw
Pension and Retirement Benefits
Annuity
Interest income
Dividend income
Trust income
Social Security
Unemployment benefits
Disability payment
Worker’s Compensation
Public Aid/Food Stamps
Investment income
Rental income
Business income (including non-taxable distributions
Partnership income
Royalty income
Fellowship/stipends
Other income (specify):
TOTAL GROSS MONTHLY INCOME:
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$ ____________________
$ ______________
ADDITIONAL CASH FLOW (Monthly)
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
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
TOTAL ADDITIONAL CASH FLOW:
$
$
$
$
$
$
$
$
$________________ $ _____________
CV-AFF5 Pursuant to Local Court Rule 11.02
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REQUIRED MONTHLY DEDUCTIONS
Federal Tax (based on _________ exemptions
State Tax (based on _________ exemptions
FICA ( or Social Security equivalent)
Medicare Tax
Mandatory retirement contributions required by law
or as a condition of employment
Union Dues (Name of Union: _________________)
Health/hospitalization Premiums
Prior obligation(s) of support actually paid pursuant to Court
order
Other (specify):
Total Required Deductions from Income:
$
$
$
$
$
$
$
$
$
$ _________________ $ ____________
NET MONTHLY INCOME:
$
$
STATEMENT OF MONTHLY LIVING EXPENSES
1. Household
a. Mortgage or rent (specify)
b. Home equity loan payment
c. Real estate taxes, assessments
d. Homeowners or renters insurance
e. Heat/fuel
f. Electricity
g. Telephone (include long distance)
h. Water and Sewer
i. Refuse removal
j. Laundry/dry cleaning
k. Maid/cleaning service
l. Furniture and appliance repair/replacement
m. Lawn and garden care/snow removal
n. Food (groceries, household supplies, etc.)
o. Liquor, beer, wine, etc.
p. Other (specify)
SUBTOTAL HOUSEHOLD EXPENSES
2.
a.
b.
c.
d.
e.
Transportation
Fuel
Repairs/maintenance
Insurance/license/city stickers
Payments/replacement
Other (specify)
SUBTOTAL TRANSPORATION EXPENSES
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$ ________________ $ ____________
$
$
$
$
$
$ _______________ $ ____________
CV-AFF5 Pursuant to Local Court Rule 11.02
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3.
a.
b.
c.
Personal
Clothing
Grooming
Medical (after insurance proceeds/reimbursement
(1) Doctor
(2) Dentist
(3) Optical
(4) Medication
d. Insurance
(1) Life – Term/Whole (specify)
(2) Medical/Hospitalization
(3) Dental/optical
e. Other (specify)
SUBTOTAL PERSONAL EXPENSES:
4.
a.
b.
c.
d.
e.
f.
Miscellaneous:
Clubs/social obligations/entertainment
Newspapers, magazines, books
Gifts
Donations, church or religious affiliations
Vacations
Other (specify)
SUBTOTAL MISCELLANEOUS EXPENSES
$
$
$
$
$
$
$
$
$
$
$
$
$ _______________ $ ______________
$
$
$
$
$
$
$ ______________ $ ______________
5.
a.
b.
c.
Expenses of Minor and/or Dependent Children of this Marriage:
Clothing
$
Grooming
$
Education
(1) Tuition
$
(2) Books/Fees
$
(3) Lunches
$
(4) Transportation
$
(5) Medication
$
d. Medical (after insurance proceeds/reimbursement
(1) Doctor
$
(2) Dentist
$
(3) Optical
$
(4) Medication
$
e. Allowance
$
f. Child care/After-school care
$
g. Sitters
$
h. Lesson and supplies
$
i. Clubs/Summer Camps
$
j. Vacation
$
k. Entertainment
$
l. Other (specify)
$
SUBTOTAL CHILDREN’S EXPENSES
$ _______________ $ ______________
CV-AFF5 Pursuant to Local Court Rule 11.02
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TOTAL MONTHLY LIVING EXPENSES
$ ______________ $ _____________
STATEMENT OF LIABILITIES:
CREDITOR’S NAME
PAYMENT FOR
BALANCE DUE
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
TOTAL LIABILITIES
$ ___________________
TOTAL MONTLY DE BT SERVICE
MONTHLY PAYMENT
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$ ____________________
(Attach additional page(s) as needed)
STATEMENT OF ASSETS
Marital Residence and Other Real Estate
1. Marital Residence at:
2.
3,
4,
TOTAL REAL ESTATE
Valuation Date: ______________ (mmddyyy)
Market Value
$
$
$
$
$ __________________
Debt
$
$
$
$
$ ___________________
Cars & Other Personal Property
Market Value
1.
$
2.
$
3,
$
4.
$
5.
$
6.
$
TOTAL CARS & OTHER PERSONAL PROPERTY $ ________________
Debt
$
$
$
$
$
$
$ ___________________
CV-AFF5 Pursuant to Local Court Rule 11.02
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Businesses:
1. Business Interest
2.
3.
4.
5.
6.
Market Value
$
$
$
$
$
$
$ _________________
TOTAL BUSINESS
Financial Assets (Cash or Cash Equivalents):
1. Savings or interest-bearing accounts
2. Checking Accounts
3. Certificates of Deposit
4. Money Market Accounts
5. Cash
6, Other (specify):
7. Other (specify)
TOTAL CASH OR CASH EQUIVALENTS
Retirement & Deferred Compensation:
1. Retirement
2.
3.
4.
TOTAL RETIREMENT &
DEFERRED COMPENSATION
Investment Accounts and Securities:
1. Stocks
2. Bonds
3. Tax exempt securities
4. Other (specify):
5. Other (specify):
6, Other (specify):
TOTAL INVESTMENT ACCOUNTS &
SECURITIES
Debt
$
$
$
$
$
$
$ ___________________
Market Value
$
$
$
$
$
$
$
$ _____________________ $ _________________
Market Value
$
$
$
$
$ _____________________ $ _________________
Market Value
$
$
$
$
$
$
$ _____________________ $__________________
RECAP OF INCOME AND EXPENSES:
Net Monthly Income (+)
Total Monthly Living Expenses (-)
Less Monthly Debt Service (-)
Total Income Available per Month (=)
$ ___________________
$ ___________________
$ ___________________
$ ___________________
CV-AFF5 Pursuant to Local Court Rule 11.02
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STATEMENT OF HEALTH INSURANCE COVERAGE
Currently effective health insurance coverage? Yes
No
Name of insurance carrier: _________________________________________________________________
Policy of Group No.: ______________________________________________________________________
Type of insurance:
Medical
Dental
Optical
Deductible: Per individual: $ _________________
Per family:
Persons covered:
Self
Spouse
Dependents
Type of policy:
HMO
PPO
Full indemnity
Provided by:
Employer
Monthly costs:
Paid by Employer
$___________________
Private Policy
Other Group
Paid by employee:
$ _____________ for dependents
$ _____________ for self
VERIFICATION
The foregoing Financial Affidavit has been carefully read by the undersigned who states under oath, under
penalties as provided by law pursuant to 735 ILCS 5/109, that this affidavit includes all of his/her income and
expenses, he/she has knowledge of the matters stated and 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 certified as aforesaid that he/she believes same to be true.
________________________________________
_______________________________________
Signature of Petitioner
Signature of Respondent
________________________________________
_______________________________________
Typed or Printed Name of Petitioner
Typed or Printed Name of Respondent
Date signed: _____________________________
Date signed: ____________________________
CV-AFF5 Pursuant to Local Court Rule 11.02
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