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Client Name: |
BRANCH, IMOGENE W. (IMA) |
Case No: |
LD 055538 |
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Community Property
Worksheet |
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Date of Marriage: |
APRIL 9, 1982 |
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Date of Separation: |
FEBRUARY 1, 2002 |
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Please show the following
information for ANY AND ALL:
Vehicles, Boats, Trailers, all Bank Accounts, Cash, Tax Refunds, Life
Insurance with cash surrender or loan value, : |
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Stocks,
Bonds, Secured Notes, Mutual Funds, Retirement & Pension, Profit Sharing,
Annuities, IRAs, Deferred Compensation, Accounts Receivable, Unsecured Notes,
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19 YEARS , 10 MONTHS |
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Partnerships & other
business interests, Coin Collections, Art, Antiques, Jewelry, Appliances,
Furnishings, Household Furniture |
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Included |
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| Petition |
PrelDD |
FinDD |
MSA |
Fjudgmnt |
Asset & ID No.: |
Date Acquired |
Creditors Name
& ID |
Fair Market
Value |
Debt Owed |
Net Fair Market
Value |
To Wife |
To Husband |
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| X |
x |
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FAMIILY
RESIDENCE @
4999 LONGRIDGE AVE S O 91423
APN 004-52-3020 |
September-87 |
Franklin Home
Funding Studio City CA
Branch Loan # R 1234569 |
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$720,000 minus 100,000* =
$620,000 |
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$50,000 |
$570,000 |
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| X |
x |
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2001
MERCEDES BENZ SUV BLACK
CA LIC PLATE "BRANCH 1" |
November-00 |
Fletcher
Jones Mercedes Benz Loan # B 6464273 |
$40,000
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($8,000) |
$32,000 |
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| X |
x |
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2002
CADILLAC EL DORADO DEEP BURGUNDY
W/ CRÈME TOP CA LIC PLATE
"FORREST" |
December-02 |
General
Motors Acceptance Corp Loan # GMC 647381 |
$36,000
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($20,000) |
$16,000 |
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| X |
x |
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2002 JAGUAR
ROADSTER DARK DARK TEAL
BLUE CA LIC PLATE
" S RACER 2" |
August-02 |
Galpin
Ford Finance
Corporation Loan # GJ
00237894 |
$45,000 |
($5,000) |
$40,000 |
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| X |
x |
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MISCELLANEOUS
HOME FURNISHINGS IN AND AROUND FAMILY RESIDENCE |
FROM
1982 - PRESENT |
Not
Applicable |
$20,000
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$0 |
$20,000 |
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| X |
x |
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2
YAMAGATA LITHOGRAPHS SIGNED BY
THE ARTIST "THE HEIST"
and "COUNTRY FAIR" |
April-82
and April-92 |
Received
as gifts for Wedding and 10 yr Anniversary |
$50,000
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$0 |
$50,000 |
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| X |
x |
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5 (6mos)
ROLLOVER CERT OF DEP EACH CD HAS
VALUE OF $100,000 NEW ACCOUNT NEXTJULY |
Jan/July ea yr
began saving in Jan 1985 |
Aerospace
Credit Union Acct #s **8835,
**8883, **8912, **8973, **9008 |
$500,000 |
$0 |
$500,000 |
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| X |
x |
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IRA
ROLL-OVER ACCOUNT IMOGENE WOODS
BRANCH |
May-89 |
Charles
Schwabb Account # 11-25-8877963 |
$42,000
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$0 |
$42,000 |
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| X |
x |
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IRA ROLL-OVER
ACCOUNT FORREST EVERGREEN
BRANCH |
May-89 |
Charles Schwabb
Account # 11-25-887796442000.00 |
$42,000 |
$0 |
$42,000
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* See notes on back |
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$1,312,000 |
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Page__1___ of ___3____ |
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Community Property
Worksheet |
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Date of Marriage: |
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Date of Separation: |
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Please show the following
information for ANY AND ALL:
Vehicles, Boats, Trailers, all Bank Accounts, Cash, Tax Refunds, Life
Insurance with cash surrender or loan value, : |
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|
Stocks,
Bonds, Secured Notes, Mutual Funds, Retirement & Pension, Profit Sharing,
Annuities, IRAs, Deferred Compensation, Accounts Receivable, Unsecured Notes,
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Partnerships & other
business interests, Coin Collections, Art, Antiques, Jewelry, Appliances,
Furnishings, Household Furniture |
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Included |
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| Petition |
PrelDD |
FinDD |
MSA |
Fjudgmnt |
Asset & ID No.: |
Date Acquired |
Creditors Name
& ID |
Fair Market
Value |
Debt Owed |
Net Fair Market
Value |
To Wife |
To Husband |
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| X |
x |
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JEFFERSON
MUTUAL
SAVINGS ACCOUNT HELD JOINTLY |
October-87 |
Jefferson
Mutual Account # **2020 |
$50,000 |
$0 |
$50,000
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| X |
x |
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JEFFERSON
MUTUAL
CHECKING ACCOUNT HELD JOINTLY |
October-87 |
Jefferson
Mutual Account # **2449 |
$2,000 |
$0 |
$2,000 |
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| X |
x |
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AEROSPACE
CREDIT UNION
SAVINGS ACCOUNT HELD JOINTLY |
November-90 |
ACU
Long Beach Branch Acct # ** 55879 |
$30,000
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$0 |
$30,000 |
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| X |
x |
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AEROSPACE
CREDIT UNION
CHECKING ACCOUNT IN NAME OF IMOGENE BRANCH |
November-91 |
ACU Long Beach
Branch
Acct # ** 74708 |
$2,200 |
$0 |
$2,200 |
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| X |
x |
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AEROSPACE
CREDIT UNION CHECKING
ACCOUNT IN NAME OF
FORREST BRANCH |
February-91 |
ACU
Long Beach Branch
Acct # ** 74512 |
$2,500 |
$0 |
$2,500 |
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| X |
x |
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EXXON/MOBIL
STOCK
11,000 SHARES
W/DIVIDEND BUYBACK |
November-76 |
valued
at
$48/share |
$528,000 |
$0 |
$528,000 |
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| X |
x |
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BOEING STOCK 5,000 SHARES |
January-85 |
valued at
$64/share |
$320,000 |
$0 |
$320,000 |
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| X |
x |
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DISNEY
STOCK 7,000
SHARES |
January-86 |
valued
at $33/share |
$231,000 |
$0 |
$231,000 |
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| X |
x |
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GREEK SHIPPING
STOCK 3300
SHARES |
April-89 |
valued at
$16/share |
$52,800 |
$0 |
$52,800
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* See notes on back |
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$1,218,500
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Page__2___ of __3_____ |
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| |
Community Property
Worksheet |
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Date of Marriage: |
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| |
Date of Separation: |
|
|
|
Please show the following
information for ANY AND ALL:
Vehicles, Boats, Trailers, all Bank Accounts, Cash, Tax Refunds, Life
Insurance with cash surrender or loan value, : |
|
|
Stocks,
Bonds, Secured Notes, Mutual Funds, Retirement & Pension, Profit Sharing,
Annuities, IRAs, Deferred Compensation, Accounts Receivable, Unsecured Notes,
|
|
|
Partnerships & other
business interests, Coin Collections, Art, Antiques, Jewelry, Appliances,
Furnishings, Household Furniture |
|
| |
Included |
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|
|
|
|
|
|
|
| Petition |
PrelDD |
FinDD |
MSA |
Fjudgmnt |
Asset & ID No.: |
Date Acquired |
Creditors Name
& ID |
Fair Market
Value |
Debt Owed |
Net Fair Market
Value |
To Wife |
To Husband |
|
| X |
x |
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NORWEGIAN CRUISE LINES 1000 SHARES |
September-91 |
valued at $16/Share |
$16,000 |
$0 |
$16,000 |
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| X |
x |
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GUITAR CENTER, INC.
800 SHARES |
October-94 |
valued at $40/Share |
$32,000 |
$0 |
$32,000
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| X |
x |
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MUTUAL FUND
1000 UNITS OF TECH FUND |
October-99 |
Franklin Investments Risk Rate
B
Acct # B6465353 |
$80,000 |
$0 |
$80,000
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| X |
x |
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MUTUAL FUND
100 UNITS OF HIGH
YIELD FUND |
February-00 |
Franklin Investments Risk Rate
C
Acct # C 7809972 |
$20,000 |
$0 |
$20,000
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Page 1 |
$1,312,000
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Page 2 |
$1,218,500
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TOTAL |
$2,678,500 |
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* See notes on back |
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Page__3___ of ___3____ |
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