Personal Financial Statement Worksheet Template Page 4
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4Personal Financial Statement
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SCHEDULE 5 - REAL ESTATE IN OWN NAME
Description Including
Dimensions
Improve-
Purchase
Date
Market
Mortgage
Terms or
Mortgage
Monthly
Location of Address
or # Acres
ments
Price
Acquired
Value
Balance
Maturity
Holder
Payment
(Years)
Amount
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
SCHEDULE 6 - PARTIAL INTERESTS IN REAL ESTATE - NET EQUITY VALUES
Description Including Location
Improvements
% of
Purchase
Date
Market
Mortgage
Terms or
Mortgage
Monthly
of Address
Ownership
Price
Acquired
Value
Balance
Maturity
Holder
Payment
(Years)
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
*
Note: Share ownership with three siblings
SCHEDULE 7 - BANK, FINANCE COMPANIES, SAVINGS & LOAN ASSOCIATIONS, STORES,
AND INDIVIDUALS FROM WHOM CREDIT HAS BEEN OBTAINED.**
Original
Maturity
High
Current
Monthly
Collateral
Loan
Name
Address
or Terms
Credit
Balance
Payments
Balance
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
**Include: Lines of credit, loans against retirement plans, and loans secured by savings/CDs
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