Personal financial statement

Personal financial statement - Name of Security Cost Market...

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PERSONAL FINANCIAL STATEMENT [Name] [Date] Assets Amount in Dollars Cash - checking accounts  $-  Cash - savings accounts  -  Certificates of deposit  -  Securities - stocks / bonds / mutual funds  -   -   -   -   -   -   -   -  Total Assets  $-  Liabilities Amount in Dollars  $-   -  Taxes payable  -   -   -   -  Total Liabilities  $-  Net Worth  $-  Signature: Date: Life insurance  (cash surrender value) Personal property  (autos, jewelry, etc.) Retirement Funds  (eg. IRAs, 401k) Real estate  (market value) Other assets  (specify) Other assets  (specify) Current Debt  (Credit cards, Accounts) Notes payable  (describe below) Real estate mortgages  (describe) Other liabilities  (specify) Other liabilities  (specify)
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Details ASSETS - Details Notes and contracts held From Whom Owing Original Amount Original Date Maturity Date Balance Owing  $-   $-   $-  Total  -  Securities: stocks / bonds / mutual funds
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Unformatted text preview: Name of Security Cost Market Value $- $- Total - Stock in privately held companies Company Name No. of shares $ Invested $- $- Total - Real Estate Description / Location Amount Owing Original Cost Purchase Date Market Value $- $- $- Total - LIABILITIES Credit card & charge card debt Name of Card / Creditor Amount Due $- Total - Notes payable (excluding monthly bills) Name of Creditor Original Amount Interest Rate Amount Owing $- $- $- Total - Mortgage / real estate loans payable Name of Creditor Original Amount Interest Rate Amount Owing $- $- $- Total - Monthly Payment History / Purpose Number of Shares Date of Acquisition Est. Market Value Monthly Payment Secured by (Leine) Monthly Payment Secured by (Leine)...
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This note was uploaded on 06/22/2011 for the course ACCT 201 taught by Professor Tracyedmond during the Spring '10 term at Park.

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Personal financial statement - Name of Security Cost Market...

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