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., #204, 4014 Macleod Trail SE, Calgary, Alberta T2G 2R7 (403)
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Property Checklist
Assets
Properties Owned (Matrimonial Home,
Rental Properties, Cabins, Time Shares,
Land)
RRSPs
Non-Registered Investments
Company Pension Plans
Stock Options and Employee Savings Plans
Life Insurance Policies Cash Values AND
Death Benefit Amounts AND Beneficiaries
Personal and Joint Bank Accounts
(Chequing, Savings, TFSAs)
List of Vehicles and Sale Values
(ie.
www.canadianblackbook.com)
Household Contents
(see Inventory
Worksheet)
Shares Owned in a Company
Corporate Tax Return which shows Balance
Sheet and Income Statement, as well as all
current statements of assets and debts
belonging to the Corporation
Travel Reward Points
Loans to Friends/Family
Pending Law Suit against others
Income Tax Refunds
Other?
Exemptions – Items which might not be subject to
division
Inheritances
Gifts
Lottery Winnings
Accident Settlements
Property & Assets brought into the
relationship*
Others Documents
Certificate of Titles and recent Tax
Assessments of all Properties Owned
Real Estate Appraisals, if parties cannot
agree to the value of the properties
Marriage Certificate
Previous Court Orders, Separation
Agreements, Mediation Reports, Prenuptial
Agreements, etc.
Tax Summary for last year + Recent Paystub
showing cumulative earnings for current
year
RESPs and Trust Funds for children
Other
Debts
Mortgages
Credit Cards
Lines of Credit
Loans from Creditors
Loans from Friends/Family
Leases (including buyout amounts)
Monthly Household Expenses - Arrears
accrued prior to separation
Revenue Canada debts (taxes, source, gst)
Pending Law Suit against you
RRSP Homebuyers Plan (if you don’t pay
back 10% per year, you’ll be taxed)
Other
Other
Debt brought into the relationship*
COMMENTS RE:
EXEMPTIONS*
You may need to obtain statements showing values of property and assets brought into the
relationship, so that any equity in them at the time may be excluded from division, if applicable, in
whole or in part.
If a party paid off a substantial amount of debt brought into the relationship during the relationship
while the other party used their income to build assets, this may be a factor in the division of property,
assets and debts acquired during the relationship. To illustrate, if a person entered in the relationship
with a net loss of $50,000.00 and left the relationship with a net profit of $50,000.00, arguably their net
worth increased a total of $100,000.00.
Any increase in value of property and assets brought into the relationship might also be subject to
division.