Scribd
Upload
24 views

ES2 Ramos

This document contains a financial disclosure form completed by a husband and wife who are separating. There are disagreements between the husband and wife over the date of separation, property values and contributions, and classification of debts. The form lists assets such as property, bank accounts, investments, pensions and liabilities for each spouse individually and jointly. Significant assets include a property in the husband's sole name valued between £175,000-£225,000, the husband's police pension valued at over £300,000, and the wife's pensions totaling over £50,000. Debts only listed under the husband total £36,600. Annual incomes reported are £38,525 for the husband and £12,989 for

Uploaded by

dave
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
24 views

ES2 Ramos

This document contains a financial disclosure form completed by a husband and wife who are separating. There are disagreements between the husband and wife over the date of separation, property values and contributions, and classification of debts. The form lists assets such as property, bank accounts, investments, pensions and liabilities for each spouse individually and jointly. Significant assets include a property in the husband's sole name valued between £175,000-£225,000, the husband's police pension valued at over £300,000, and the wife's pensions totaling over £50,000. Debts only listed under the husband total £36,600. Annual incomes reported are £38,525 for the husband and £12,989 for

Uploaded by

dave
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 2

TEMPLATE ES2

HUSBAND WIFE JOINT AGREED COMMENTS


Applicant's Respondent's Applicant's Respondent's Applicant's Respondent's
Case Case Case Case Case Case
PROPERTY (Legal Title)
date of seperation is disputed
698 Mather Avenue Liverpo
(H's sole name) W says 2018 H says 2020
Gross Value £180,000 £230,000 contributions are disputed
Less Mortgage £0 £0
Less ERP £0 £0 W purchased home which became
less costs of sale £5,000 £5,000 jointly owned. W purchased £45k
Less CGT £0 £0 dW & H disagree value
Net equity £175,000 £225,000
Value of interest £175,000 £225,000

PROPERTY NAME (W's sole name)


Gross value £0 £0
Less Mortgage £0 £0
Less ERP £0 £0
less costs of sale £0 £0
Less CGT £0 £0
Net equity £0 £0
Value of Interest £0 £0

PROPERTY NAME (Jointly owned)


Gross value £0 £0
Less Mortgage £0 £0
Less ERP £0 £0
less costs of sale £0 £0
Less CGT (combined) £0 £0
Net equity £0 £0
Value of Interest £0 £0

£0 £0 £0 £0
BANK ACCOUNTS / CASH
Account No.
Husband
Santander current 85656252 2400

Wife
Halifax current 01505032 £45
Halifax current 10492667 £89
Savings Sophie Ramos £1,400 Child savings
Joint

£2,400 £1,534 £0 £0 £0
INVESTMENTS / POLICIES (inc. CGT)

Husband
Police Federation insuance £140,000

Wife

Joint

£0 £140,000 £0 £0 £0 £0
BUSINESS INTERESTS (INC. CGT)
Husband % share
£0

Wife

£0 £0 £0 £0 £0 £0
CHATTELS
Husband

Wife
car fiesta £500

Joint

£0 £0 £500 £0 £0 £0
OTHER
Husband

Wife

Joint

£0 £0 £0 £0 £0 £0
LIABILITIES (not including CGT)
Husband W will say H debts are non marital
MBNA credit card £2,100 and solely belong to H
Copper Pot Credit union £ 17,000
Motor finance £15,500
Capital One £2,000
Wife

Joint

£0 £36,600 £0 £0 £0 £0

HUSBAND WIFE JOINT


NON-PENSION ASSETS (net) £0 £0 £0 £0

PENSION ASSETS HUSBAND WIFE JOINT

Husband
Police Pension part 1987 Final Salary 24.10.2022 £238,340 H says full pension not yet available
Police Pension Part 2015 Final Salary 24.10.2022 £74,292
Wife £289
QVC 22.8.2022 £ 47,205 Liverpool
Merseyside Pension Fund deferred benefit 19.10.2022 £7,842 Knowsley
Merseyside Pension Fund deferred benefit 19.10.2022
£0 £312,632 £55,336 £0 £0 £0

HUSBAND WIFE JOINT


TOTAL ASSETS (INC. PENSIONS) £416,032 £55,336 £0 £0 £0

ANNUAL INCOMES HUSBAND WIFE


Applicant's Respondent's Applicant's Respondent's
Gross or Net? Case Case Case Case
Husband
income Gross £38,525

Wife
PAYE £12,989
Universal credit £0 on hold pending review

£0 £38,525 £12,989 £0

Per month Per month

You might also like