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NETWORTH WORKSHEET – SAMPLE
INSTRUCTION:
Divide the property, assets and debts between you and your spouse. This division is a
proposal by you that you and your spouse will be presenting to your lawyers for review and advice.
Gross Annual Income
$
70,000.00
Gross Annual Income
$
92,000.00
PROPERTY SUMMARY
Total
PROPERTY SUMMARY
Total
Matrimonial Home (joint)
$
690,000.00
Rental Property (joint)
$
325,000.00
Mexico Time Share
$
10,000.00
TOTAL PROPERTY
$ 700,000.00
TOTAL PROPERTY
$ 325,000.00
Assets (excluding Registered Investments)
Total
Assets (excluding Registered Investments)
Total
Household Contents ($7,000 * 60%)
$
4,200.00
Household Contents ($7,0000 * 40%)
$
2,800.00
2008 Honda Civic
$
10,000.00
2008 Ford F150
$
15,000.00
Stock Options
$
17,000.00
Savings/Chequing (sole)
$
1,744.00
Employee Savings Plans
$
2,405.00
Savings/ (joint) ($14,200 * 50%)
$
7,100.00
Savings (joint) ($14,200 * 50%)
$
7,100.00
Tent Trailer
$
1,500.00
Income Tax Refund
$
440.00
TOTAL ASSETS (excluding Registered Investments)
$
42,645.00
TOTAL ASSETS (excluding Registered Investments)
$
26,644.00
Assets (Registered Investments)
Total
Assets (Registered Investments)
Total
RRSPS
$
17,000.00
RRSPS
$
25,000.00
RRSP Rollover (Tax Deferred)
$
4,000.00
RRSP Rollover (Tax Deferred)
$
(4,000.00)
TOTAL ASSETS (Registered Investments)
$
21,000.00
TOTAL ASSETS (Registered Investments)
$
21,000.00
DEBTS
Total
DEBTS
Total
Matrimonial Home Mortgage (joint)
$
420,000.00
Capital Gains Tax on Rental Property
$
14,000.00
2008 Honda Civic Loan (sole)
$
4,797.00
Income Taxes Owing
$
2,735.00
RRSP Investment Loan (sole)
$
11,000.00
Mortgage Penalty
$
1,400.00
TOTAL DEBTS
$ 437,197.00
TOTAL DEBTS
$
16,735.00
Exemptions Claimed
Total
Exemptions Claimed
Total
Inheritance from Father (used as downpayment on rental
$
175,000.00
property)
TOTAL EXEMPTIONS
$
-
TOTAL EXEMPTIONS
$ 175,000.00
TOTAL PROPERTY + ASSETS - DEBTS - EXEMPTIONS
$ 326,448.00
TOTAL PROPERTY + ASSETS - DEBTS - EXEMPTIONS
$ 180,909.00
Equalization Payment
$
(72,769.50)
Equalization Payment
$
72,769.50
TOTAL PROPERTY + ASSETS - DEBTS acquired during
marriage/cohabitation (excluding exemptions)
$ 253,678.50
TOTAL PROPERTY + ASSETS - DEBTS acquired during
marriage/cohabitation (excluding exemptions)
$ 253,678.50
Attachment "B"
- acquired during marriage
Attachment "A" - acquired during marriage
Party One
Party Two
PROPERTY SUMMARY, ASSETS AND EXPENSES
PROPERTY SUMMARY, ASSETS AND EXPENSES
INCOME SUMMARY
PROPERTY + ASSETS - DEBT SUMMARY