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Text File  |  1991-02-10  |  4KB  |  101 lines
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  11.                                  NET WORTH STATEMENT
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  13.                       For:                Robert Smith, Jr.
  14.                       As of:                        2/10/91
  15.                  ==================================================
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  44.                  Prepared By :                        I.M. Smart
  45.                                   NET WORTH
  46.                                   _________
  47.  
  48.      ASSETS:
  49.        Cash on Hand:                                 2,000.00
  50.        Checking Balance:                               700.00
  51.        Savings Accounts:                             1,500.00
  52.        Short Term Deposits:                          8,000.00
  53.        Cash Val of Life Ins:                        20,000.00
  54.        Other Liquid Assets:                              0.00
  55.            TOTAL LIQUID ASSETS:                                      32,200.00
  56.        US Saving Bonds:                                  0.00
  57.        Term Deposits:                                    0.00
  58.        Stocks & Bonds:                              52,750.00
  59.        Mutual Funds:                                     0.00
  60.        Real Estate:                                 30,000.00
  61.        Loans Receivable:                                 0.00
  62.        Mortgages Receivable:                             0.00
  63.        Business Interests:                               0.00
  64.        Other Invest. Assets:                             0.00
  65.            TOTAL INVESTMENT ASSETS:                                  82,750.00
  66.        I.R.A.s:                                     16,555.00
  67.        Keoghs:                                           0.00
  68.        Employer Pensions:                           18,500.00
  69.        Profit Sharing Plans:                         5,600.00
  70.        Other Retirement $:                               0.00
  71.            TOTAL RETIREMENT ASSETS:                                  40,655.00
  72.        Principal Residence:                         95,000.00
  73.        Vacation Property:                                0.00
  74.        Furnishings:                                 20,000.00
  75.        Art & Collectables:                               0.00
  76.        Automobiles:                                  9,500.00
  77.        Other Personal Prop.:                        12,000.00
  78.            TOTAL PERSONAL ASSETS:                                   136,500.00
  79.            TOTAL ASSETS:                                            292,105.00
  80.        =======================================================================
  81.  
  82.      LIABILITIES:
  83.        Credit Cards Due:                               550.00
  84.        Other Charges Due:                              225.00
  85.        Short Term Loans:                             1,865.00
  86.        Taxes Payable:                                  850.00
  87.        Other Short Term Obligations:                     0.00
  88.            TOTAL SHORT TERM LIABILITIES:                              3,490.00
  89.        Residential Mortgages:                       88,660.00
  90.        Investment Loans:                            15,000.00
  91.        Personal Asset Loans:                             0.00
  92.        Other Long Term Obligations:                      0.00
  93.            TOTAL LONG TERM LIABILITIES:                             103,660.00
  94.            TOTAL LIABILITIES:                                       107,150.00
  95.        =======================================================================
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  97.            NET WORTH:                                               184,955.00
  98.        =======================================================================
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