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NETWORTH.RPT
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1991-02-10
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4KB
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101 lines
==================================================
NET WORTH STATEMENT
For: Robert Smith, Jr.
As of: 2/10/91
==================================================
Prepared By : I.M. Smart
NET WORTH
_________
ASSETS:
Cash on Hand: 2,000.00
Checking Balance: 700.00
Savings Accounts: 1,500.00
Short Term Deposits: 8,000.00
Cash Val of Life Ins: 20,000.00
Other Liquid Assets: 0.00
TOTAL LIQUID ASSETS: 32,200.00
US Saving Bonds: 0.00
Term Deposits: 0.00
Stocks & Bonds: 52,750.00
Mutual Funds: 0.00
Real Estate: 30,000.00
Loans Receivable: 0.00
Mortgages Receivable: 0.00
Business Interests: 0.00
Other Invest. Assets: 0.00
TOTAL INVESTMENT ASSETS: 82,750.00
I.R.A.s: 16,555.00
Keoghs: 0.00
Employer Pensions: 18,500.00
Profit Sharing Plans: 5,600.00
Other Retirement $: 0.00
TOTAL RETIREMENT ASSETS: 40,655.00
Principal Residence: 95,000.00
Vacation Property: 0.00
Furnishings: 20,000.00
Art & Collectables: 0.00
Automobiles: 9,500.00
Other Personal Prop.: 12,000.00
TOTAL PERSONAL ASSETS: 136,500.00
TOTAL ASSETS: 292,105.00
=======================================================================
LIABILITIES:
Credit Cards Due: 550.00
Other Charges Due: 225.00
Short Term Loans: 1,865.00
Taxes Payable: 850.00
Other Short Term Obligations: 0.00
TOTAL SHORT TERM LIABILITIES: 3,490.00
Residential Mortgages: 88,660.00
Investment Loans: 15,000.00
Personal Asset Loans: 0.00
Other Long Term Obligations: 0.00
TOTAL LONG TERM LIABILITIES: 103,660.00
TOTAL LIABILITIES: 107,150.00
=======================================================================
NET WORTH: 184,955.00
=======================================================================