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Family Part Case Information Statement [10482} Form. This is a New Jersey form and can be use in Family Practice Statewide.
Tags: Family Part Case Information Statement [10482}, New Jersey Statewide, Family Practice
FAMILY PART CASE INFORMATION STATEMENT
This form and attachments are confidential pursuant to Rules 1:38-3(d)(1) and 5:5-2(f)
Attorney(s):
Office Address
Tel. No./Fax No.
Attorney(s) for:
SUPERIOR COURT OF NEW JERSEY
CHANCERY DIVISION, FAMILY PART
COUNTY
Plaintiff,
vs.
DOCKET NO.
CASE INFORMATION STATEMENT
OF
Defendant.
NOTICE:
This statement must be fully completed, filed and served, with all required attachments, in accordance with Court Rule 5:5-2
based upon the information available. In those cases where the Case Information Statement is required, it shall be filed
within 20 days after the filing of the Answer or Appearance. Failure to file a Case Information Statement may result in the
dismissal of a party’s pleadings.
PART A - CASE INFORMATION:
Date of Statement
Date of Divorce (post-Judgment matters)
Date(s) of Prior Statement(s)
Your Birthdate
Birthdate of Other Party
Date of Marriage
Date of Separation
Date of Complaint
Does an agreement exist between parties relative to any issue?
summary (if oral).
ISSUES IN DISPUTE:
Cause of Action
Custody
Parenting Time
Alimony
Child Support
Equitable Distribution
Counsel Fees
Other issues [be specific]
Yes
No.
If Yes, ATTACH a copy (if written) or a
1. Name and Addresses of Parties:
Your Name _____________________________________________________________________________________________
Street Address _________________________________________________
City_________________
State/Zip_________
Other Party’s Name _______________________________________________________________________________________
Street Address _________________________________________________
City_________________
State/Zip_________
2. Name, Address, Birthdate and Person with whom children reside:
a. Child(ren) From This Relationship
Child’s Full Name
Address
Birthdate
Person’s Name
b. Child(ren) From Other Relationships
Child’s Full Name
Address
Birthdate
Person’s Name
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PART B - - MISCELLANEOUS INFORMATION:
1. Information about Employment (Provide Name & Address of Business, if Self-employed)
Name of Employer/Business ___________________________
Address ___________________________________________
__________________________________________________
Name of Employer/Business ___________________________
Address ___________________________________________
__________________________________________________
Yes
No. Type of Insurance:
2. Do you have Insurance obtained through Employment/Business?
Medical
Yes
No; Dental
Yes
No; Prescription Drug
Yes
No; Life
Yes
No; Disability
Yes
No
Other (explain) _________________________________________________________________________________________
Is Insurance available through Employment/Business?
Yes
No Explain:_________________________________
________________________________________________________________________________________________________
3.
ATTACH affidavit of Insurance Coverage as required by Court Rule 5:4-2 (f) (See Part G)
4. Additional Identification:
Confidential Litigant Information Sheet: Filed
5.
Yes
No
ATTACH a list of all prior/pending family actions involving support, custody or Domestic Violence, with the Docket Number,
County, State and the disposition reached. Attach copies of all existing Orders in effect.
PART C. - INCOME INFORMATION:
Complete this section for self and (if known) for spouse.
1. LAST YEAR’S INCOME
Yours
Spouse or
Former Spouse
Joint
1.
Gross earned income last calendar (year)
2.
3.
Unearned income (same year)
$
Total Income Taxes paid on income (Fed., State, F.I.C.A., and
$
S.U.I.). If Joint Return, use middle column.
$
$
$
$
Net income (1 + 2 - 3)
$
$
4.
$
$
ATTACH to this form a corporate benefits statement as well as a statement of all fringe benefits of employment. (See Part G)
ATTACH a full and complete copy of last year’s Federal and State Income Tax Returns. ATTACH W-2 statements, 1099’s, Schedule C’s,
etc., to show total income plus a copy of the most recently filed Tax Returns. (See Part G)
State Tax Return
W-2
Other
Check if attached:
Federal Tax Return
2. PRESENT EARNED INCOME AND EXPENSES
Other Party
(if known)
Yours
1.
Average gross weekly income (based on last 3 pay periods – ATTACH pay stubs)
Commissions and bonuses, etc., are:
included
not included*
not paid to you.
$
$
*ATTACH details of basis thereof, including, but not limited to, percentage overrides, timing of payments, etc.
ATTACH copies of last three statements of such bonuses, commissions, etc.
2.
Deductions per week (check all types of withholdings):
Federal
State
F.I.C.A
Other
$
$
3.
Net average weekly income (1 - 2)
$
$
3. YOUR CURRENT YEAR-TO-DATE EARNED INCOME
1.
2.
GROSS EARNED INCOME: $
TAX DEDUCTIONS: (Number of Dependents:
a. Federal Income Taxes
b. N.J. Income Taxes
c. Other State Income Taxes
d. FICA
Provide Dates: From:
Number of Weeks
To:
)
a.
b.
c.
d.
$
$
$
$
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e. Medicare
f. S.U.I. / S.D.I.
g. Estimated tax payments in excess of withholding
h.
i.
e.
f.
g.
h.
i.
TOTAL
3.
GROSS INCOME NET OF TAXES $
4.
OTHER DEDUCTIONS
a. Hospitalization/Medical Insurance
b. Life Insurance
c. Union Dues
d. 401(k) Plans
e. Pension/Retirement Plans
f. Other Plans - specify
g. Charity
h. Wage Execution
i. Medical Reimbursement (flex fund)
j. Other
$
$
If mandatory, check box
a.
b.
c.
d.
e
f.
g.
h.
i.
j.
TOTAL
5.
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
NET YEAR-TO-DATE EARNED INCOME:
$
NET AVERAGE EARNED INCOME PER MONTH:
$
NET AVERAGE EARNED INCOME PER WEEK
$
5. YOUR YEAR-TO-DATE GROSS UNEARNED INCOME FROM ALL SOURCES
[including, but not limited to, income from unemployment, disability and/or social
security payments, interest, dividends, rental income and any other miscellaneous
unearned income]
Source
How often paid
Year to date amount
$
$
$
$
$
$
$
$
$
TOTAL GROSS UNEARNED INCOME YEAR TO DATE
$
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5. ADDITIONAL INFORMATION:
1.
How often are you paid?
2.
What is your annual salary? $
3.
Have you received any raises in the current year?
4.
Do you receive bonuses, commissions, or other compensation, including distributions, taxable or non-taxable, in addition to your
regular salary?
Yes
No. If yes, explain.
5.
Did you receive bonuses, commissions, or other compensation, including distributions, taxable or non-taxable, in addition to your
regular salary during the current or immediate past calendar year?
Yes
No. If yes, explain and state the date(s) of receipt and
set forth the gross and net amounts received.
6.
Do you receive cash or distributions not otherwise listed?
7.
Have you received income from overtime work during either the current or immediate past calendar year?
If yes, explain.
8.
Have you been awarded or granted stock options, restricted stock or any other non-cash compensation or entitlement during the
Yes
No. If yes, explain.
current or immediate past calendar year?
9.
Have you received any other supplemental compensation during either the current or immediate past calendar year?
Yes
No.
If yes, state the date(s) of receipt and set forth the gross and net amounts received. Also describe the nature of any supplemental
compensation received.
Yes
No. If yes, provide the date and the gross/net amount.
Yes
No. If yes, explain.
Yes
No.
10. Have you received income from unemployment, disability and/or social security during either the current or immediate past calendar
Yes
No. If yes, state the date(s) of receipt and set forth the gross and net amounts received.
year?
11. List the names of the dependents you claim.
12. Are you paying or receiving any alimony?
Yes
No. If yes, how much and to whom paid or from who received?
13. Are you paying or receiving any child support?
Yes
each child and to whom paid or from whom received.
14. Is there a wage execution in connection with support?
No. If yes, list names of the children, the amount paid or received for
Yes
No. If yes explain.
15. Has a dependent child of yours received income from social security, SSI or other government program during either the current or
Yes
No. If yes, explain the basis and state the date(s) of receipt and set forth the gross and net
immediate past calendar year?
amounts received.
16. Explanation of Income or Other Information:
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PART D - - MONTHLY EXPENSES (computed at 4.3 wks/mo.)
Joint Marital Life Style should reflect standard of living established during marriage. Current expenses should reflect the current life
style. Do not repeat those income deductions listed in Part C - 3.
Joint Marital Life Style
Current Life Style
Family, including
Yours and
_____ children
_____ children
SCHEDULE A: SHELTER
If Tenant
$
$
Rent...............................................................................................
$
$
Heat (if not furnished)...................................................................
$
$
Electric & Gas (if not furnished)...................................................
$
$
Renter’s Insurance ........................................................................
$
$
Parking (at Apartment) .................................................................
$
$
Other charges (Itemize).................................................................
$
$
If Homeowner
$
$
Mortgage
$
$
Real Estate Taxes (if not included w/mortgage payment).............
$
$
Homeowners Ins (if not included w/mortgage payment) .............
$
$
Other Mortgages or Home Equity Loans ......................................
$
$
Heat (unless Electric or Gas) ........................................................
$
$
Electric & Gas...............................................................................
$
$
Water & Sewer .............................................................................
$
$
Garbage Removal .........................................................................
$
$
Snow Removal..............................................................................
$
$
Lawn Care.....................................................................................
$
$
Maintenance..................................................................................
$
$
Repairs ..........................................................................................
$
$
Other Charges (Itemize)................................................................
$
$
$
Tenant or Homeowner:
Telephone .....................................................................................
$
$
$
Mobile/Cellular Telephone ...........................................................
$
$
Service Contracts on Equipment...................................................
$
$
Cable TV.......................................................................................
Plumber/Electrician ......................................................................
Equipment & Furnishings .............................................................
Internet Charges............................................................................
$
$
$
$
$
Other (itemize)..............................................................................
$
$
$
$
TOTAL
SCHEDULE B: TRANSPORTATION
Auto Payment ...............................................................................
$
$
$
$
$
) ....................................
$
$
Registration, License ....................................................................
$
$
Maintenance..................................................................................
$
$
Fuel and Oil
$
$
Commuting Expenses
$
$
$
$
$
$
Auto Insurance (number of vehicles:
Other Charges (Itemize)
TOTAL
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Joint Marital Life Style
Family, including
_____ children
SCHEDULE C: PERSONAL
Current Life Style
Yours and
_____ children
Food at Home & household supplies ............................................
$
$
Prescription Drugs ........................................................................
$
$
Non-prescription drugs, cosmetics, toiletries & sundries..............
$
$
School Lunch ................................................................................
$
$
Restaurants....................................................................................
$
$
Clothing. .......................................................................................
$
$
Dry Cleaning, Commercial Laundry.............................................
$
$
Hair Care.......................................................................................
$
$
Domestic Help ..............................................................................
$
$
Medical (exclusive of psychiatric)* ..............................................
$
$
Eye Care* .....................................................................................
$
$
Psychiatric/psychological/counseling* .........................................
$
$
Dental (exclusive of Orthodontic)*...............................................
$
$
Orthodontic* .................................................................................
$
$
Medical Insurance (hospital, etc.)* ...............................................
$
$
Club Dues and Memberships ........................................................
$
$
Sports and Hobbies .......................................................................
$
$
Camps. ..........................................................................................
$
$
Vacations ......................................................................................
$
$
Children’s Private School Costs....................................................
$
$
Parent’s Educational Costs............................................................
$
$
Children’s Lessons (dancing, music, sports, etc.) .........................
$
$
Baby-sitting...................................................................................
$
$
Day-Care Expenses.......................................................................
$
$
Entertainment................................................................................
$
$
Alcohol and Tobacco ....................................................................
$
$
Newspapers and Periodicals..........................................................
$
$
Gifts ..............................................................................................
$
$
Contributions. ...............................................................................
$
$
Payments to Non-Child Dependents .............................................
Prior Existing Support Obligations this family/other
families (specify) ..........................................................................
$
$
$
$
Tax Reserve (not listed elsewhere) ...............................................
$
$
Life Insurance ...............................................................................
$
$
Savings/Investment.......................................................................
$
$
Debt Service (from page 7) (not listed elsewhere)........................
$
$
Parenting Time Expenses..............................................................
$
$
Professional Expenses (other than this proceeding)......................
$
$
Other (specify) ..............................................................................
$
$
$
$
*unreimbursed only
TOTAL
Please Note: If you are paying expenses for a spouse and/or children not reflected in this budget, attach a schedule of such payments.
Schedule A: Shelter ......................................................................................
Schedule B: Transportation ..........................................................................
Schedule C: Personal ....................................................................................
$
$
$
$
$
$
Grand Totals .................................................................................................
$
$
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PART E - BALANCE SHEET OF ALL FAMILY ASSETS AND LIABILITIES
STATEMENT OF ASSETS
Date of purchase/acquisition. If
Title to
claim that asset is exempt, state
Property
reason and value of what is
(H, W, J)
claimed to be exempt
Description
1.
Bank Accounts, CD’s
3.
Vehicles
4.
Tangible Personal Property
5.
Stocks and Bonds
6.
Pension, Profit Sharing, Retirement Plan(s)
40l(k)s, etc. [list each employer]
7.
IRAs
8.
Businesses, Partnerships, Professional Practices
9.
Date of
Evaluation
Mo./Day/ Yr.
Real Property
2.
Value $
Put * after exempt
Life Insurance (cash surrender value)
10. Loans Receivable
11. Other (specify)
$
TOTAL GROSS ASSETS:
$
TOTAL SUBJECT TO EQUITABLE DISTRIBUTION:
TOTAL NOT SUBJECT TO EQUITABLE DISTRIBUTION: $
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Description
1.
Other Short Term Debts
5.
Date
Revolving Charges
4.
Total
Owed
Other Long Term Debts
3.
Monthly
Payment
Real Estate Mortgages
2.
STATEMENT OF LIABILITIES
Name of
If you contend liability should
Responsible
not be considered in equitable
Party
distribution, state reason
(H, W, J)
Contingent Liabilities
TOTAL GROSS LIABILITIES:
(excluding contingent liabilities)
$
NET WORTH:
(subject to equitable distribution)
$
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PART F - STATEMENT OF SPECIAL PROBLEMS
Provide a brief narrative statement of any special problems involving this case: As example, state if the matter involves complex valuation
problems (such as for a closely held business) or special medical problems of any family member etc.
I certify that, other than in this form and its attachments, confidential personal identifiers have been redacted from
documents now submitted to the court, and will be redacted from all documents submitted in the future in accordance
with Rule 1:38-7(b).
I certify that the foregoing information contained herein is true. I am aware that if any of the foregoing information
contained herein is willfully false, I am subject to punishment.
DATED:
SIGNED:
PART G - REQUIRED ATTACHMENTS
CHECK IF YOU HAVE ATTACHED THE FOLLOWING REQUIRED DOCUMENTS
1.
A full and complete copy of your last federal and state income tax returns with all schedules and attachments. (Part C-1)
2.
Your last calendar year’s W-2 statements, 1099’s, K-1 statements.
3.
Your three most recent pay stubs.
4.
Bonus information including, but not limited to, percentage overrides, timing of payments, etc.;
the last three statements of such bonuses, commissions, etc. (Part C)
5.
Your most recent corporate benefit statement or a summary thereof showing the nature, amount
and status of retirement plans, savings plans, income deferral plans, insurance benefits, etc. (Part C)
6.
Affidavit of Insurance Coverage as required by Court Rule 5:4-2(f) (Part B-3)
7.
List of all prior/pending family actions involving support, custody or Domestic Violence, with the
Docket Number, County, State and the disposition reached. Attach copies of all existing Orders in
effect. (Part B-5)
8.
Attach details of each wage execution (Part C-5)
9.
Schedule of payments made for a spouse and/or children not reflected in Part D.
10. Any agreements between the parties.
11. An Appendix IX Child Support Guideline Worksheet, as applicable, based upon available information.
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