Facts for Family Law Forms

You work in a small law firm. Your office personnel consist of two attorneys, 1 paralegal, three legal sec'ys, and a receptionist. Your small firm handles all types of legal matters. They handle all of their clients needs. Much of their new business is from word of mouth. Last week a lady was referred to the office by a friend. The woman found out her husband has been philandering and she wants to get a divorce. She doesn't know if her husband will contest the divorce or not. Her name is Mrs. Ima Branch.

Her date of separation from her husband was August 28, 2004.

She was born Imogene Ruby Woods on August 8, 1958, in Southern California (SSN 570-12-3456, CDL N8883355). She met her future husband Forrest Evergreen Branch while attending Notre Dame University. He was born May 27, 1957 in Northern Michigan (SSN 350-98-7654, CDL A1234567). They dated in the 70's in college then lost touch. A few years later, both working for the same company in southern California, they resumed their relationship, and were married on April 9, 1982. A couple of years later Imogene (hereinafter referred to as Ima) got pregnant and quit work to be a stay at home Mom. Ima and Forrest have had a total of five children their full names, Date of Birth, and Social Security Numbers are as follows:

Rose Woods December 24, 2006 - SSN - 666-55-4321
Olive Meadow January 6, 2001 SSN - 666-55-4111
Douglas EricFir April 21, 1998 SSN - 666-55-4666
Jasmine Blossom September 1995 SSN - 666-55-6665
Cypress Lief October 4, 1993 SSN - 666-55-8888

Real Property
In 1987, Ima lost her Grandfather and received a substantial inheritance of $100,000 in the form of an insurance policy, which was added to their savings of $50,000 and used to purchase the family home located at 4999 Longridge Avenue, Sherman Oaks, CA 91423. Purchase price was $250,000. They financed the remaining $100,000 over 30 years through Franklin Home Funding. They currently owe $50,000 - Loan #R1234569. The Legal Description (metes and bounds) for the family residence is as follows:

Lot 20 of Tract 3000 in the City of Los Angeles, County of Los Angeles, State of California, as per Map recorded in Book 4251 Pages 52-53 of Maps in the Office of the County Recorder of said County, commonly known as
4999 Longridge Avenue, Sherman Oaks, CA 91423

A.P.N.: 004-52-3020

A similar property two doors down recently sold for $720,000. Ima has been and is still living in the family residence with all 5 of her children all of whom attend The Buckley School. A private school two blocks from their home. Her granddad also left her his rare cane collection which he had had appraised for insurance purposes at $60,000.

Beach House

Her Mom passed away in 1995, leaving her the family beach house in Newport Beach. It is a Duplex on the boardwalk in Newport Beach near the pier. She rents out one of the units to a couple of UC Irvine kids from Sept thru June @ $1200/month. During the summer, she keeps it available for visiting family and friends, as well as for her own kids to use. The Legal Description for the Beach house is as follows:

Duplex (one 2-BR and one 3-BR)

Lot 69, Block G, Tract 338, in the City of Newport Beach, County of Orange, State of California as per map recorded in Book 1, pages 41-47 of Maps in the Office of the County Recorder of said County. It is common known as 102 - 32nd Street, Newport Beach,CA 92663.

A.P.N.: 002-83-0080

There is no more Real Property belonging to the parties.

Mr. Branch works still works with what is now known as Boeing Aircraft Company. They design, produce, sell and maintain aircraft for military and civilian purposes, both here and internationally. Mr. Branch is the Liaison Engineer responsible for integrity of military aircraft. His office is situated in the Long Beach Facility; however, he is just as often at the hangar in Palmdale when he is in Southern California. Approx. two to three weeks each month he is at the Corp HQ in Seattle, and he also is often times called upon to make presentations in Washington DC.. For purposes of Service, the best place to serve would be in Seattle, through the mail with a notice and acknowledgement letter to be returned.

H gets mail at his office at the Headquarter on Casino Drive in Seattle, or he also gets mail delivery at the small hotel he stays at. The name address and phone number of said Hotel is: The Eagle's Nest Inn, 4680 Saratoga Road, Langley, WA 98260. 360-221-5331. He usually stays in Room 7, but you will have to call the Hotel to verify the Room # during any particular stay.

Any Vehicles, Boats, Trailers, etc…

The Community owns 3 vehicles:

'01 Mercedes MLV50 Blk BRANCH1 <$8,000>. $ 40,000
'02 Cad eLDorado DP Burg FORREST <$20,000> $ 36,000
'02 Jag Roadster Dp Teal SRACER <$5,000> $ 45,000

Partnerships/Business Interests/Unsecured Notes/Accts Rec, = NONE

Deferred Compensation Pre-Tax $ for tuition payment of $5,000

No Annuities No profit sharing

Roll-over IRAs $42,000 plus interest each of the two of us in Charles Schwabb Account # 11-25-8877963 in the name of Ima W. Branch and Schwabb Acct# 11-25-8877964 in the name of Forrest E. Branch. Also, Mr. Branch has accumulated 20 years of service with Boeing while married to client 0
Retirement Account 20 yrs of service

No Bonds

Mutual Funds $20,000 in Premier RiskRate C Franklin Acct #C7809972, and $80,000 in Tech fund RiskRateB Franklin Acct #B6465353

No Secured Notes

Blue Chip Stock Certificates brokered through Equifax Investment Program:

Exxon Co USA 11,000 shares at $48/share
Boeing 5000 shares $64/Share
Disney 7,000 shares@ $33/share
Greek Shipping 3300 shares@ $16/share
Norwegian Cruise LinesStockPurchase 1000shares @ $16/share
Guitar Center Inc. 800 shares @ $40/share

We each hold 6 life insurance policies on our life payable to ourselves and our 5 kidsare 6 policies held on each of the spouses' life. Payable upon the death of Imogene the beneficiaries for each of the six policies are Forrest and each of the 5 children, Rose, Olive, Doug, Jasmine and Cy. Payable upon the death of Forrest the beneficiaries are Imogene and each of the 5 children again, Rose, Olive, Doug, Jasmine, and Cy. Each policy pays $100,000 and the premiums total $300 each month. The Policies are held with New York Life Insurance and are policy #s POP 2281895-1 through POP 2281895-12. They only have 5 years of equity in it so far.

Tax refund has already been distributed

Roll-over CDs each 6 month period. There are 5 accts of $100,000 each, for a total of $500,000., plus interest. The acct #s are ACU LCD-1647-330-58835; lcd-1647-330-58883; lcd-1647-330-58912; lcd 1647-330-58973, and lcd-1647-59008.

The community has various different checking accounts:

Jefferson Mutual Acct # SI-423-192020 Savings Acct with $50,000; both
Jefferson Mutual Acct # CI-421-192449;Checking acct with $2,000 both
Aerospace Credit Union Acct # 1647-310-74512, Checking $2500 in FEB
Aerospace Credit Union Acct # 1647-310-74708; Checking $2200in IWB
Aerospace Credit Union Acct # 1647-330-55879; Savings $30,000 both
Coin Collection insured at 600,000 gathered and purchased during career as Eagle Scout. Separate Property of Husband and should stay as such.

Cane Collection insured for $60,000 willed to client from her paternal grandad.

2 Yamagata signed lithos (The Heist and County Fair) given as gifts insured for $25,000 each

3 sculptures by Dominguez sentimental value, priceless separate ppty

Home furnishings at Beach House are separate ppty. Valued at$4,000

Home furnishins and furniture valued at about 20,000 @ 50% =$10,000

Misc Jewelry given to wife as gifts totalling 10,000

Misc jewelry given as gift to husband totalling 4500

Misc clothing and other property of a personal nature belonging and in the possession of each party, themselves, or packed away in family residence. $5,000 each
.
Set of 24 place settings in Noritake China. Wedding Gift from Client's dad. Much sentimental Value can't put price but insured for $18,000

Husband earns $160,000/yr less $60,000 in deferred comp

The facts of the case may be updated from time to time. So look at the date that appears at the bottom of this page to see if you have the most current version of the facts of the case.

Updated: 3-11-08
Prof. J.