*PERSONAL STATEMENT OF FINANCIAL POSITION
_____________________________________________________________________________________________ Name of Person or Organization Statement Date
ASSETS LIABILITIES AND NET WORTH CURRENT ASSETS CURRENT LIABILITIES
1. Cash/Checking _____________ 20. Automobile Loan(s) __________________ 2. Savings _____________ 21. Credit Card Debt(s) __________________ 3. Stocks, Bonds, Mutual Funds _____________ 22. Personal Loans __________________ (See note below) 23. Student Loans __________________ 4. IRA, 401k, Keogh _____________ 24. Personal Estimated (Vested interest) Taxes Payable __________________ 5. Life Insurance 25. Real Estate Estimated (Cash surrender value) _____________ Taxes Payable __________________ 6. Accounts Receivable _____________ 26. Other Estimated Taxes Payable __________________ 27. Contingent Liabilities _________________ 28. _____________________ ___________________
7. Total Current Assets ______________ 29. Total Current Liabilities _______________________ FIXED ASSETS LONG-TERM LIABILITIES 8. Primary Residence _______________ Mortgages Payable: 9. Other Residence ________________ 10.Real Estate- 30. __________________________ ___________________ Rental Property _________________ 11.Automobiles ___________________ 31. __________________________ ___________________ 12.Furniture ___________________ 32. __________________________ ___________________ 13.Collectibles _________________ 33. __________________________ ___________________ 14.Antiques ____________________ 15.Jewelry _______________ 34. Lien(s) ___________________ 16.__________________ __________________ 35. Personal Loan(s) ___________________ 17.__________________ __________________ 36. Student Loans ___________________ 37. Other: (i.e., Insurance 18.Total Fixed Assets _________________ Payable, Accounts Payable, Chapter 13 Balance ____________________
19.TOTAL ASSETS _________________ 38. Total Long-Term Liabilities ____________________ (Add lines 7 and 18) --------------------------------------------- 39. TOTAL LIABILITIES ______________________ * MAKING IT EASIER (Add line 29 and line 38) 1. Definitions of Terms 40. NET WORTH ______________________ 2. Value assets at current market value. (Subtract line 39 from 19) 3. Prepare separate schedules for accounts with several items. 4. Information in this statement is for your private use. Please do not submit this information to Detroit Stock ExchangeŽ Inc., Detroit Stock Investments Co. or Swahili Time. 5. Save as an Excel worksheet
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Copyright 2006 Detroit Stock ExchangeŽ, Inc. All Rights Reserved. 08/02/2006
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