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Scott M. Brown and Associates

ASSETS AND LIABILITIES

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If you have additional questions or concerns regarding these issues, please call Scott M. Brown, P.C. at 979-849-8526

 
  1. Real property
    • Description
    • Address
    • Mortgage information
    • Original principal
    • Principal at the time of marriage
    • Name in which the loan was taken
    • Date and amount of balance

  2. Motor vehicles and boats
    • Description
    • Year and make
    • Vehicle identification number
    • In whose possession is it in
    • Name on the title
    • Any special packages or accessories
    • Lien holder
    • Date and amount of balance

  3. Household furniture and furnishings
    • Make an item-by-item, room-by-room or general descriptions and fair market value of items
      such as sofas, televisions, bedroom suites, refrigerator, etc.

  4. Cash accounts
    • Bank name
    • Type of account
    • Balance on date of marriage
    • Date and amount of current balance
    • Lien against account if any

  5. Investments and Securities
    • Institution name
    • Type of account
    • Name on account
    • Balance on date of marriage
    • Date and amount of current balance

  6. Employment benefits
    • 401K and pensions
      • Plan number
      • Account number
      • Vesting proportion
      • Number of years worked prior to marriage and since marriage
      • Balance on date of marriage
      • Current balance
    • Stock options and IRA accounts
      • Plan name
      • Account number
      • Vesting proportion
      • Number of years worked prior to marriage and since marriage
      • Balance on date of marriage
      • Current balance

  7. Life Insurance
    • Insurance company name
    • Policy account number
    • Type of insurance; term or whole life
    • Beneficiaries
    • Purchase date
    • Face value
    • Date and amount of cash surrender value

  8. Oil and Gas interests
    • Ownership description (royalty, bonus, overriding payment)
    • Date purchased or acquired
    • Other parties or entities involved

  9. Collections of extraordinary items
    • Description and market value of: Jewelry, Coins, Antiques, Guns, Fine Art, China

  10. List all separate property
    • Separate property is all property you acquired before marriage or by gift or inheritance

  11. Accounts receivable
    • Name on which debt is held
    • Date and original amount
    • Principal balance owed
    • Payable by whom

  12. Liabilities
    • Credit cards
      • Name of credit card
      • Account number
      • Name on account
      • Monthly payment if applicable
      • Date and amount of balance
    • Notes payable
      • Payable to whom
      • Date incurred
      • Reason for debt
      • Payable by whom
      • Date and amount of balance
    • Utilities and/or medical bills
      • Payable to whom
      • Date incurred
      • reason for liability
      • Payable by whom
      • Date and amount of balance

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ANGLETON OFFICE
121 E. Myrtle

Angleton, Texas 77515
979-849-8526
Fax: 979-848-1877

PEARLAND OFFICE
BY APPOINTMENT ONLY
Texas American Title, Bldg.
9330 Broadway, Ste. 324
Pearland, Texas 77584
281-412-3131

E-Mail address: scott@smbattorney.com

All major credit cards accepted

 

FAMILY LAW - CRIMINAL LAW - PERSONAL INJURY - ESTATE PLANNING

From his Angleton office, Scott M. Brown will represent clients from Lake Jackson, Clute, Freeport, Pearland, Richwood, Dickinson, Friendswood, Alvin, and Houston, Texas as well as other surrounding cities in Brazoria County.

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