Financial Statement-Short Form. This is a Massachusetts form and can be use in Probate And Family Court Statewide.
Tags: Financial Statement-Short Form, CJ-D 301 S, Massachusetts Statewide, Probate And Family Court
Commonwealth of Massachusetts The Trial Court Probate and Family Court Department Division Docket No. FINANCIAL STATEMENT (Short Form) INSTRUCTIONS: if your income equals or exceeds $75,000.00 annually, you must complete the LONG FORM financial statement, unless otherwise ordered by the court. Plaintiff/Petitioner V. Defendant/Petitioner 1. PERSONAL INFORMATION Your Name Address Social Security No. (Street address) Tel. No. (City/Town) Date of Birth Occupation (State) (Zip) No. of children living with you Employer Employer's Address (Street address) (City/Town) Tel. No. (State) Do you have health insurance coverage? Yes (Zip) No if yes, name of health insurance provider 2. GROSS WEEKLY INCOME/RECEIPTS FROM ALL SOURCES a) Base pay from Salary $ Wages b) Overtime $ c) Part-time job $ d) Self-employment (attach a completed schedule A) $ e) Tips $ f) Commissions Bonuses $ g) Dividends Interest $ h) Trusts Annuities $ i) Pensions Retirement funds $ $ j) Social Security k) Disability Unemployment insurance Worker's compensation $ l) Public Assistance (welfare, A.F.D.C. payments) $ m) $ Child Support Alimony (actually received) n) Rental from income producing property (attach a completed Schedule B) $ o) Royalties and other rights $ p) Contributions from household member(s) $ q) Other (specify) $ $ r) Total Gross Weekly Income/Receipts (add items a-q) CJ-D 301 S (7/07) Page 1 of 4 $ American LegalNet, Inc. C.G.F. www.FormsWorkflow.com Commonwealth of Massachusetts The Trial Court Probate and Family Court Department Division Docket No. FINANCIAL STATEMENT (Short Form) 3. ITEMIZED DEDUCTIONS FROM GROSS INCOME a) Federal income tax deductions (claiming exemptions) $ b) State income tax deductions (claiming exemptions) $ c) F.I.C.A. and Medicare $ d) Medical Insurance $ e) Union Dues $ f) Total Deductions (a through e) 4. ADJUSTED NET WEEKLY INCOME $ 2(r) minus 3(f) $ 5. OTHER DEDUCTIONS FROM SALARY/WAGES a) Credit Union Loan repayment Savings $ b) Savings $ c) Retirement $ d) Other-Specify (i.e. Child Support, Deferred Compensation or 401K) e) Total Deductions (a through d) $ 6. NET WEEKLY INCOME $ 4 minus 5(e) $ 7. GROSS YEARLY INCOME FROM PRIOR YEAR $ (attach copy of all W-2 and 1099 forms for prior year) Number of Years you have paid into Social Security 8. WEEKLY EXPENSES a) Rent or Mortage (PIT) l) Life Insurance $ b) Homeowners/Tenant Insurance $ c) Maintenance and Repair $ d) Heat $ e) Electricity and/or Gas $ f) Telephone $ g) Water/Sewer $ h) Food $ i) House Supplies $ j) Laundry and Cleaning $ k) Clothing $ $ $ $ $ $ $ $ m) Medical Insurance n) Uninsured Medicals o) Incidentals and Toiletries p) Motor Vehicle Expenses q) Motor Vehicle Payment r) Child Care s) Other (explain) $ $ t) Total Weekly Expenses (a through s) $ 9. COUNSEL FEES a) Retainer amount(s) paid to your attorney(s) $ b) Legal fees incurred, to date, against retainer(s) $ c) Anticipated range of total legal expense to litigate this action CJ-D 301 S (7/07) Page 2 of 4 $ to $ American LegalNet, Inc. C.G.F. www.FormsWorkflow.com Commonwealth of Massachusetts The Trial Court Probate and Family Court Department Division Docket No. FINANCIAL STATEMENT (Short Form) 10. ASSETS (attach additional sheet if necessary) a) Real Estate Location Title held in the name of Fair Market Value $ = Equity $ - Mortgage $ b) Motor Vehicles Fair Market Value $ - Motor Vehicle Loan $ = Equity $ Fair Market Value $ - Motor Vehicle Loan $ = Equity $ c) IRA, Keogh, Pension, Profit Sharing, Other Retirement Plans: Financial Institution or Plan Name and Account Number $ $ $ d) Tax Deferred Annuity Plan(s) $ e) Life Insurance: Present Cash Value $ f) Savings & Checking Accounts, Money Market Accounts, Certificates of Deposit-which are held individually, jointly, in the name of another person for your benefit, or held by you for the benefit of your minor child(ren): Financial Institution or Plan Name and Account Number $ $ $ g) Other (e.g. stocks, bonds, collections) $ $ $ h) Total Assets (a through g) 11. LIABILITIES (Do not list expenses shown in item 8 above.) Creditor Nature of Debt Date Incurred Amount Due Weekly Payment a) $ $ b) $ $ c) $ $ d) $ $ e) Total Liabilities CJ-D 301 S (7/07) $ Page 3 of 4 $ American LegalNet, Inc. C.G.F. www.FormsWorkflow.com Division Commonwealth of Massachusetts The Trial Court Probate and Family Court Department Docket No. FINANCIAL STATEMENT (Short Form) CERTIFICATION I certify under the penalties of perjury that the information stated on this Financial Statement and the attached schedules, if any, is complete, true, and accurate. Date Signature INSTRUCTIONS: In any case where an attorney is appearing for a party, said attorney MUST complete the Statement by Attorney. STATEMENT BY ATTORNEY I the undersigned attorney, am admitted to practice law in the Commonwealth of Massachusetts--am admitted pro hoc vice for the purposes of this case-and am an officer of the court. As the attorney for the party on whose behalf this Financial Statement is submitted, I hereby state to the court that I have no knowledge that any of the information contained herein is false. Date (Signature of attorney) (Print name) (Street address) (City/Town) (State) (Zip) Tel. No. B.B.O. # CJ-D 301 S (7/07) Page 4 of 4 American LegalNet, Inc. C.G.F. www.FormsWorkflow.com