PERSONAL FINANCIAL STATEMENT WORKSHEET
NAME:
AS OF:
ASSETS Estimated
Line # Fair Market
Value
1. Cash on Hand $
2. Cash in Bank (Schedule A) -
3. Notes & Contracts Receivable (Schedule B) -
4. Stocks, Bonds & Mutual Funds - Listed (Schedule C) -
5. Stocks & Bonds - Unlisted (Schedule D) -
6. Real Estate & Buildings (Schedule E) -
7. Machinery & Equipment (Costs $ )
8. Furniture, Fixtures & Personal Property (Schedule F) -
9. Auto & Trucks (Schedule G) -
10. Cash Value of Life Insurance
11. IRA Funds (Schedule H) -
12. Qualified Retirement Plans (Schedule I) -
OTHER ASSETS (Describe)
13.
14
.
15
.
TOTA
L
ASSETS
-
$
LIABILITIES
16. Credit Cards & Installation Purchases (Schedule J) -$
17. Notes & Contracts Payable (Schedule K) -
18. Mortgages & Contracts on Real Estate (Schedule E) -
19. Auto & Truck Loans (Schedule G) -
OTHER LIABILITIES (Describe)
20
.
21.
22.
TOTAL LIABILITIE
S
-
NET
WORTH
-
$
Fill the attached schedules and
the line items on page 1 will
calculate.
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