knox_case_financials_08

knox_case_financials_08 - Ken and Holly Knox Net Worth...

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Ken and Holly Knox Net Worth Report 12/31/07 Accounts Owner FMV Assets Cash and bank accounts joint 25,000 Money market account joint 75,000 Total cash and cash equivalents 100,000 Other Assets Ken's Lexus Ken 30,000 Holly's Honda Accord Holly 20,000 Ken's retirement plan Ken 550,000 Holly's retirement plan Holly 195,000 Miscellaneous personal items 50,000 Municipal bonds Holly 300,000 Stock portfolio held in joint names joint 800,000 Stock held in Ken's name Ken 200,000 TCBI furniture and equipment Ken 13,200 Principal Residence entirety 700,000 Apartment building Holly 335,000 Yacht Ken 225,000 Vacation Home entirety 150,000 Total Other Assets 3,568,200 Total Assets 3,668,200 Liabilities Principal residence mortgage joint 200,000 Vacation home mortgage joint 55,000 Yacht loan Ken 190,000 Total Liabilities 445,000 Net Worth 3,223,200
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Ken and Holly Knox Cash Flow Report 1/1/07 through 12/31/07 INCOME Dividend income Stock portfolio 20,600 Total dividend income 20,600
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This note was uploaded on 08/25/2010 for the course AEM 4220 at Cornell.

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knox_case_financials_08 - Ken and Holly Knox Net Worth...

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