203x Filetype XLSX File size 0.04 MB Source: www.theenterprisecenter.com
Personal Net Worth Statement Name: Date: Is this Statement is Joint (i.e., Spouse or Life Partner): !! Tip: Read Over All Categories Before Starting PERSONAL ASSETS (Do Not Subtract Debt Balances) Description Amount A. Short-Term Liquid Assets (Cash, equivalent, or maturity in less than six months) Cash on Hand Checking Account Savings Account Cash Surrender Value of Life Insurance Not Benefit Amount Money Market Account Other: Other: Other: Other: Other: A. Total Short-Term Liquid Assets $ - Description Amount B. Business Ownership Interests Real Estate (Rental Property or Land); Not Primary Home Do not adjust for debt amount for any asset Sole Proprietorship Partnership Limited Liability Company B or C Corporation S Corporation Other: Other: Other: Other: Other: B. Total Business Ownership Interests $ - Page 1 of 4 Description Amount C. Invested Assets (Current Market Value; Do Not Include Pension Payments) Stocks Bonds Mutual Funds CDs IRA 401k 403b Other Retirement Accounts Other: Other: Other: Other: Other: C. Total Invested Assets $ - Description Amount D. Use Assets (Current Market Value) Home Fair Market Value Do not adjust for debt amount for any asset Vacation Home or Time Share Automobiles Furnishings Collectibles Jewelry, Fur Other Personal (Easily Removable) Property Other: Other: Other: Other: Other: D. Total Use Assets $ - Description Amount E. Other Notes Receivable Other: Other: Other: Other: Other: E. Total Other $ - TOTAL ASSETS (A + B + C + D + E) $ - Page 2 of 4 PERSONAL LIABILITIES Description Amount Notes Payable to Others Personal Loans Installment Account (Automobiles) Lease Obligations (Automobiles) Installment Account (Other) Lease Obligations (Other) Loan on Life Insurance Mortgages on Home Real Estate Mortgages (Home Equity Loan) on Home Real Estate Mortgages (Other) on Home Real Estate Mortgages on Investment Real Estate Past Due IRS Past Due State Tax Past Due Local Tax Past Due Other Tax Retirement Account Loans Credit or Store Card 1 (Exclude Balances Payable by Your Company) Credit or Store Card 2 (Exclude Balances Payable by Your Company) Credit or Store Card 3 (Exclude Balances Payable by Your Company) Credit or Store Card 4 (Exclude Balances Payable by Your Company) Credit or Store Card 5 (Exclude Balances Payable by Your Company) Credit or Store Card 6 (Exclude Balances Payable by Your Company) Credit or Store Card 7 (Exclude Balances Payable by Your Company) Credit or Store Card 8 (Exclude Balances Payable by Your Company) Credit or Store Card 9 (Exclude Balances Payable by Your Company) Credit or Store Card 10 (Exclude Balances Payable by Your Company) Credit or Store Card 11 (Exclude Balances Payable by Your Company) Student Loans Miscellaneous Accounts Payable Contracts Legal Claims (Amounts are Known) Judgments (Amounts are Known) Collection Accounts 1 Collection Accounts 2 Collection Accounts 3 Collection Accounts 4 Other: Other: Other: Other: Other: Page 3 of 4 Other: Other: Other: Other: Contingent Liabilities ("Contingents") Contingent Liabilities May Not Occur and/or Contingent Liability Amounts Are Tentative As Co-Signer/Co-Maker As Endorser As Guarantor Legal Claims (Amount is Tentative) Judgments (Amount is Tentative) Other Contingent: Other Contingent: Other Contingent: Other Contingent: Total Personal Liabilities $ - TOTAL PERSONAL LIABILITIES WITHOUT CONTINGENTS $ - NET WORTH CALCULATION Total Assets $ - Total Liabilities (As a Negative Number) Without Contingents 0.00 NET WORTH (SUM) WITHOUT CONTINGENTS $ - Page 4 of 4
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