SUPERIOR COURT OF THE STATE OF WASHINGTON IN AND FOR THE COUNTY OF MASON IN RE THE MARRIAGE OF ) _________________________________, ) Petitioner, ) ) and _________________________________, Respondent. NO. _______________________ DISCOVERY EXCHANGE AND SETTLEMENT PROPOSAL ) [ATTENTION CLERKS: This document is not to be made a part of the court file.] ) _____________________________________________________ DISCOVERY EXCHANGE Discovery exchange is mandated under LCR 40(3)(3.2), which reads in part as follows: IN ANY CONTESTED FAMILY LAW ACTION (EXCEPT CHILD SUPPORT MODIFICATIONS), EACH PARTY SHALL PREPARE, FILE, AND DELIVER TO THE OPPOSING PARTY, AND TO THE STATE OF WASHINGTON, IF THE STATE IS A PARTY TO SUCH PROCEEDINGS, NO LATER THAN FIVE (5) WORKING DAYS PRIOR TO THE SETTLEMENT CONFERENCE, A SETTLEMENT PROPOSAL SETTING FORTH THE TERMS UPON WHICH THAT PARTY IS WILLING TO RESOLVE THE CASE; AND, UNLESS VALUES ARE AGREED IN ADVANCE, AN EXCHANGE OF DISCOVERY TO INCLUDE THE DOCUMENTS SET FORTH BELOW. The Court Commissioner hearing the settlement conference will utilize the discovery provided to substantiate each party's claim with regard to property and financial issues. The parties are to be prepared, as appropriate, if there is a dispute on value, amount, or characterization. • Child Support Worksheets. In all cases involving child support issues, completed child support worksheets. Document(s) attached as Exhibit A: • ______Yes ______No If no, please explain: Federal Income Tax Returns. Copies of federal income tax returns, with schedules, for the preceding three (3) tax years. DISCOVERY EXCHANGE AND SETTLEMENT PROPOSAL - 1 [gb c:\wp51\cal\settlconf.sta Amended 9/1/97] 2001 © American LegalNet, Inc. Document(s) attached as Exhibit B: • Payroll Statements. the last six months. Document(s) attached as Exhibit C: • ______No If no, please explain: ______Yes ______No statement, or statement, of by a QDRO is value of the If no, please explain: ______Yes ______No If no, please explain: ______Yes ______No If no, please explain: ______Yes ______No If no, please explain: ______Yes ______No If no, please explain: Separate Property and Debt Tracing. A summary of the source and tracing of any property asserted to be the separate property or obligation asserted to be the separate obligation of either party, and any community interests in separate property. Document(s) attached as Exhibit H: • ______Yes Proprietorship, Partnership, Corporation Valuation. A written appraisal of any proprietorship, partnership, or closely held corporation of either or both the parties, or a summary of the evidence which will be relied upon. Document(s) attached as Exhibit J: • If no, please explain: Life Insurance. A statement from each life insurance company issuing a policy of insurance on the life of either party as to its cash value and any loans against the cash value. Document(s) attached as Exhibit I: • ______No Automobile Values. A verified extract or copy of the most recent N.A.D.A. Official Used Car Guide or Appraisal Guide showing both average loan or wholesale and retail values for any automobiles. Document(s) attached as Exhibit G: • ______Yes Personal Property Appraisals. A written appraisal of any real estate, antiques, jewelry, or other items of special, unusual or extraordinary value or a summary of the evidence which will be relied upon. Document(s) attached as Exhibit F: • If no, please explain: Retirement Accounts. The most recent employer's ERISA equivalent, and a statement of contribution since that any pension plan of either party if pension division proposed; otherwise, provide a statement of present retirement benefits. Document(s) attached as Exhibit E: • ______No Real Estate. A copy of an appraisal or market analysis for each parcel, and a copy of the most recent statements of balances due on mortgages, real estate purchase contracts, deeds of trust, or other debt secured by the real property. Document(s) attached as Exhibit D: • ______Yes Copies of payroll statements from employers for Debts. ______Yes ______No If no, please explain: A list of debts as of the date of separation. DISCOVERY EXCHANGE AND SETTLEMENT PROPOSAL - 2 [gb c:\wp51\cal\settlconf.sta Amended 9/1/97] 2001 © American LegalNet, Inc. Document(s) attached as Exhibit I: ______Yes ______No If no, please explain: SETTLEMENT PROPOSAL The parties are requested to complete the following settlement proposal setting forth the terms upon which that party is willing to resolve the case. The parties may include any additional information they deem appropriate. 1. General Information: 1.1 Personal Data: Name: _______________________________________________________ Employer: _______________________________________________________ 1.2 Marriage and Separation Data: Date of Marriage ______________ Date of Separation ______________ 1.3 Children: ___________________________ ___________________________ ___________________________ ___________________________ 2. Age Age Age Age __________ __________ __________ __________ DOB DOB DOB DOB __________________ __________________ __________________ __________________ Issues Remaining in Dispute: [Check only those boxes which apply.] [ [ [ [ [ * 3. ] ] ] ] ] Parenting Plan* [ ] Attorney Fees Child Support* [ ] Division of Property Spousal Maintenance [ ] Division of Debts Division of Retirement/Pension Other: ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ If these issues are agreed to, provide a copy of the Agreed Parenting Plan. Child support worksheets are to be included as set forth in the discovery exchange hereinabove. Community Assets: DISCOVERY EXCHANGE AND SETTLEMENT PROPOSAL - 3 [gb c:\wp51\cal\settlconf.sta Amended 9/1/97] 2001 © American LegalNet, Inc. 4. Separate Assets: 5. Community Debts: 6. Separate Debts: 7. Attorney Fees: 8. Parenting Plan: 8.1 Primary Residential Parent: DISCOVERY EXCHANGE AND SETTLEMENT PROPOSAL - 4 [gb c:\wp51\cal\settlconf.sta Amended 9/1/97] 2001 © American LegalNet, Inc. 8.2 Alternate Residential Schedule: 8.3 Basis for Restrictions, if any: 8.4 Decision-making: 8.5 Alternative Dispute Resolution: 8.6 Miscellaneous Requests: DISCOVERY EXCHANGE AND SETTLEMENT PROPOSAL - 5 [gb c:\wp51\cal\settlconf.sta Amended 9/1/97] 2001 © American LegalNet, Inc. 9. Income and Child Support (including any reasons for deviation from schedule amount): NOTE: 10. UNLESS OTHERWISE STATED, THE COURT WILL ASSUME THE FOLLOWING: (1) Each parent shall name the child(ren) as an insured on any policy of health insurance if available through his/her employment and employer will pay all or part of the premium for the child(ren); and (2) Each party shall be responsible for a prorata share (per child support schedules) of the extraordinary non-insured health care expenses accrued on behalf of the child(ren); and (3) Child support shall be terminated at age 18 or upon graduation from high school, whichever is later; and (4) The Court shall retain jurisdiction to review the issue of post-secondary school support; and (5) The support obligation will be paid through the Washington State Support Registry; and (6) Child support is due on the 5th and 20th of each month; and (7) Each party shall secure his/her support obligation by naming the child(ren) as primary irrevocable beneficiaries on existing insurance in an amount sufficient to fund the child support obligation. Property and Debt Division: Fair Market Value REAL ESTATE Debt Owed Net to Husband Net to Wife $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ HOUSEHOLD GOODS $ $ $ $ TOOLS/EQUIPMENT $ $ $ $ RECREATIONAL/HOBBY EQUIP. $ $ $ $ BUSINESS/PROFESSION $ $ $ $ STOCKS/BONDS $ $ $ $ LIFE INS. CASH VALUE $ $ $ $ VEHICLES (Year/Make) DISCOVERY EXCHANGE AND SETTLEMENT PROPOSAL - 6 [gb c:\wp51\cal\settlconf.sta Amended 9/1/97] 2001 © American LegalNet, Inc. RETIREMENT/IRAs $ $ $ $ OTHER ASSETS/RECEIVABLES $ $ $ $ TOTAL OTHER DEBT $ $ $ $ TOTALS $ $ $ $ 11. Spousal Maintenance: 11.1 Basis for Request: 11.2 Proposed Amount and Length of Time Spousal Maintenance should Continue: 12. Division of Attorney's Fees and Costs: 13. Other: DATED this ____ day of __________________, 19____. ___________________________________ Attorney for _____________ / Pro Se Address: _________________________ _________________________ _________________________ Conformed Copies Provided To: NAME ___________________________ Attorney for __________ / Pro Se Address ________________________ ________________________ ________________________ NAME __________________________ Attorney for _________ / Pro Se Address _______________________ _______________________ _______________________ NAME ___________________________ NAME __________________________ DISCOVERY EXCHANGE AND SETTLEMENT PROPOSAL - 7 [gb c:\wp51\cal\settlconf.sta Amended 9/1/97] 2001 © American LegalNet, Inc. Attorney for __________ / Pro Se Address ________________________ ________________________ ________________________ Attorney for _________ / Pro Se Address _______________________ _______________________ _______________________ DISCOVERY EXCHANGE AND SETTLEMENT PROPOSAL - 8 [gb c:\wp51\cal\settlconf.sta Amended 9/1/97] 2001 © American LegalNet, Inc.