Personal Financial Statement Worksheet
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8PERSONAL FINANCIAL STATEMENT WORKSHEET
Fill the attached schedules and
NAME:
the line items on page 1 will
AS OF:
calculate.
ASSETS
Estimated
Line #
Fair Market
Value
1.
Cash on Hand
$
0
2.
Cash in Bank (Schedule A)
-
0
3.
Notes & Contracts Receivable (Schedule B)
-
0
4.
Stocks, Bonds & Mutual Funds - Listed (Schedule C)
-
0
5.
Stocks & Bonds - Unlisted (Schedule D)
-
0
6.
Real Estate & Buildings (Schedule E)
-
7.
Machinery & Equipment (Costs $
)
0
8.
Furniture, Fixtures & Personal Property (Schedule F)
-
0
9.
Auto & Trucks (Schedule G)
-
10.
Cash Value of Life Insurance
0
11.
IRA Funds (Schedule H)
-
0
12.
Qualified Retirement Plans (Schedule I)
-
OTHER ASSETS (Describe)
13.
14.
15.
TOTAL ASSETS
$
-
LIABILITIES
0
16.
Credit Cards & Installation Purchases (Schedule J)
$
-
0
17.
Notes & Contracts Payable (Schedule K)
-
0
18.
Mortgages & Contracts on Real Estate (Schedule E)
-
0
19.
Auto & Truck Loans (Schedule G)
-
OTHER LIABILITIES (Describe)
20.
21.
22.
TOTAL LIABILITIES
-
NET WORTH
$
-
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