Financial Statement (Short Form) - Massachusetts

Probate and Family Court Department
The Trial Court
Commonwealth of Massachusetts
FINANCIAL STATEMENT
(Short Form)
C.G.F.
CJ-D 301 S (7/07)
Division
ASSETS (attach additional sheet if necessary)
a) Real Estate
Location
Title held in the name of
Fair Market Value $
- Mortgage $
$
$
$
= Equity
c) IRA, Keogh, Pension, Profit Sharing, Other Retirement Plans:
Financial Institution or Plan Name and Account Number
d) Tax Deferred Annuity Plan(s)
e) Life Insurance: Present Cash Value
Savings & Checking Accounts, Money Market Accounts, Certificates of Deposit-which are held
individually, jointly, in the name of another person for your benefit, or held by you for the benefit of
your minor child(ren):
$
$
$
$
$
$
$
$
$
$
$
g) Other (e.g. stocks, bonds, collections)
10.
f)
LIABILITIES (Do not list expenses shown in item 8 above.)
11.
Creditor
Nature of Debt
Date Incurred
Amount Due
Weekly Payment
a)
d)
c)
b)
$
$
$
$
$
$
$
$
$
$
b) Motor Vehicles
= Equity
- Motor Vehicle Loan $
Fair Market Value $
= Equity
Fair Market Value $
- Motor Vehicle Loan $
h) Total Assets (a through g)
e) Total Liabilities
Financial Institution or Plan Name and Account Number
Page 3 of 4
Docket No.
Page 3/4
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