Assets & Liabilities Worksheet
Assets & Liabilities Worksheet Assets & Liabilities Worksheet
Assets & Liabilities WorksheetNameDateFixed AssetsDescriptionPersonal AssetsPrimary ResidenceFurnishings, AntiquesClothingArtwork, CollectiblesJewelry/WatchesTransportation/RecreationAutomobileAutomobileRV/Camper/AutomobileMotorcycle/AutomobileBoat/AircraftOther Real EstateSecond ResidenceOther ResidenceRental PropertyRental PropertyBusiness PropertyBusiness PropertyFarmLivestockCropsEquipmentBusiness InterestsBusinessBusinessOil & Gas InterestsOtherMembershipsOtherOtherTotal $Market ValuePage 1 of 3Forms & Administration Manual, Exhibit 15 120726
<strong>Assets</strong> & <strong>Liabilities</strong> <strong>Worksheet</strong>NameDateFixed <strong>Assets</strong>DescriptionPersonal <strong>Assets</strong>Primary ResidenceFurnishings, AntiquesClothingArtwork, CollectiblesJewelry/WatchesTransportation/RecreationAutomobileAutomobileRV/Camper/AutomobileMotorcycle/AutomobileBoat/AircraftOther Real EstateSecond ResidenceOther ResidenceRental PropertyRental PropertyBusiness PropertyBusiness PropertyFarmLivestockCropsEquipmentBusiness InterestsBusinessBusinessOil & Gas InterestsOtherMembershipsOtherOtherTotal $Market ValuePage 1 of 3Forms & Administration Manual, Exhibit 15 120726
<strong>Assets</strong> & <strong>Liabilities</strong> <strong>Worksheet</strong><strong>Liabilities</strong>DescriptionMonthlyPaymentInterestRatePaymentsRemainingPrimary Mortgage2 nd Mortgage/HELOther Real EstateOther Real EstateAuto LoanAuto LoanRV/Boat, etc.Student LoanBusiness LoanCredit CardCredit CardCharitable PledgesLegal JudgmentTaxes OwedOtherOtherOtherTotal $ $BalanceCalculation of Net WorthFixed <strong>Assets</strong> $Financial <strong>Assets</strong> + $Total <strong>Assets</strong> $<strong>Liabilities</strong> - $Net Worth $Page 3 of 3Forms & Administration Manual, Exhibit 15 120726
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