Psa Separation Agreement Worksheet

21
THIS FORM IS DESIGNED AND CREATED TO ASSIST YOUR ATTORNEY IN DRAFTING YOUR SEPARATION AGREEMENT. IT SHOULD NOTAND IS NOT INTENDED TO CONSTITUTE LEGAL ADVICE. ONLY YOUR ATTORNEY CAN OFFER LEGAL ADVICE CONCERNING YOUR CASE. SHOULD YOU HAVE ANY QUESTIONS ABOUT YOUR SITUATION, PLEASE CONTACT YOUR ATTORNEY IMMEDIATELY. STIPULATION AND PROPERTY SETTLEMENT AGREEMENT INFORMATION FORM POTENTIAL CLIENT: _________________________ CONTACT NUMBER: _________________ HUSBAND’S INFORMATION Full Name: ______________________________________________________________________ _____ Address: ______________________________________________________________________ _______ Home Telephone: ____________________ Social Security Number: _____________________________ Date of Birth: __________________________ Place of Birth: __________________________________ Highest Level of Education: ___________ (Primary 0-12 years) ___________ (Secondary 1-8 years) Employer: ______________________________________________________________________ ______ Employer’s Address: ___________________________________________________________________ Work Telephone Number: _______________________________________________________________ Is Husband in the military? ______________________________________________________________ If so, what branch: _____________________________________________________________________ What was the date of entry: ________________ What is the date of separation from military: _________ ©Brian A. Thomasson, Esq. 2010 Page 1 of 9

description

Separation Agreement Worksheet

Transcript of Psa Separation Agreement Worksheet

Page 1: Psa Separation Agreement Worksheet

THIS FORM IS DESIGNED AND CREATED TO ASSIST YOUR ATTORNEY IN DRAFTING YOUR SEPARATION AGREEMENT. IT SHOULD NOTAND IS NOT INTENDED TO CONSTITUTE LEGAL ADVICE. ONLY YOUR ATTORNEY CAN OFFER LEGAL ADVICE CONCERNING YOUR CASE. SHOULD YOU HAVE ANY QUESTIONS ABOUT YOUR SITUATION, PLEASE CONTACT YOUR ATTORNEY IMMEDIATELY.

STIPULATION AND PROPERTY SETTLEMENT AGREEMENTINFORMATION FORM

POTENTIAL CLIENT: _________________________ CONTACT NUMBER: _________________

HUSBAND’S INFORMATIONFull Name: ___________________________________________________________________________

Address: _____________________________________________________________________________

Home Telephone: ____________________ Social Security Number: _____________________________

Date of Birth: __________________________ Place of Birth: __________________________________

Highest Level of Education: ___________ (Primary 0-12 years) ___________ (Secondary 1-8 years)

Employer: ____________________________________________________________________________

Employer’s Address: ___________________________________________________________________

Work Telephone Number: _______________________________________________________________

Is Husband in the military? ______________________________________________________________

If so, what branch: _____________________________________________________________________

What was the date of entry: ________________ What is the date of separation from military: _________

Has Husband been a resident of Virginia for the past six months? ________________________________

If no, when did he move to Virginia? ______________________________________________________

Who is responsible for providing Husband’s health insurance? __________________________________

Who is responsible for Husband’s unpaid medical expenses, including prescriptions? ________________

WIFE’S INFORMATIONFull Name (including maiden name): ______________________________________________________

Address: _____________________________________________________________________________

Home Telephone: ____________________ Social Security Number: _____________________________

Date of Birth: __________________________ Place of Birth: __________________________________

Highest Level of Education: ___________ (Primary 0-12 years) ___________ (Secondary 1-8 years)

Employer: ____________________________________________________________________________

Employer’s Address: ___________________________________________________________________

Work Telephone Number: _______________________________________________________________

Is Wife in the military? _________________________________________________________________

If so, what branch: _____________________________________________________________________

What was the date of entry: ________________ What is the date of separation from military: _________

Has Wife been a resident of Virginia for the past six months? ___________________________________

If no, when did she move to Virginia? ______________________________________________________

Who is responsible for providing Wife’s health insurance? _____________________________________

Who is responsible for Wife’s unpaid medical expenses, including prescriptions? ___________________

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 2: Psa Separation Agreement Worksheet

MARRIAGE INFORMATION

Date of marriage: _____________________________________________________________________

City and state of marriage: _____________________________________________________________

Date separated: ______________________________________________________________________

Last place you lived with your spouse: ____________________________________________________

CHILD(REN) INFORMATION

Number of child(ren) born of this marriage: _________________________________________________

Number of child(ren) adopted during the marriage: ___________________________________________

Are any child(ren) anticipated at this time? __________________________________________________

Child(ren)’s Name(s) and Social Security Number(s): Date of Birth:

_______________________________________________________ _____________________________

_______________________________________________________ _____________________________

_______________________________________________________ _____________________________

_______________________________________________________ _____________________________

Which parent is to have physical custody of the child(ren)? ______________________________

Visitation schedule: _____________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 3: Psa Separation Agreement Worksheet

Is there any reason that one of you should not have legal custody?___________________________

If so, what is that reason? _________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

Parents may be entitled to certain tax benefits relating to the children. Is there any agreement

regarding who gets these benefits? _________________________________________________

If so, what is that agreement: ______________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

Who provides for health insurance? ________________________________________________

Who is responsible for unpaid medical expenses, including prescriptions? _________________________

Are there any extraordinary medical expenses? _______________________________________

Do you have an agreement regarding child support and, if so, what is that agreement?

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 4: Psa Separation Agreement Worksheet

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

Child support in Virginia is calculated pursuant to Virginia Code Section 20-108.2. These are

referred to as the Guidelines. If you are not following the Guidelines, you must provide a specific

reason for the deviation. In the event that you and your spouse are not following the Guidelines,

please state your reason for the deviation.

_______________________________________________

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 5: Psa Separation Agreement Worksheet

______________________________________________________________________________

___

Page 5 of 9

FINANCES

It is extremely important all of your debts and assets be listed so that they can be disposed of in

the

divorce process. As such, please disclose them below fully and accurately. Be sure to note any

and

all joint debts and who is to be responsible so that those debts can be enforced in the bankruptcy.

If a debt is not listed and addressed, you may be solely responsible for that debt if your spouse

fails

to make the necessary payment(s).

Are there any bank accounts (of any sort) which need to be divided?

_________________________

If so, please state the following:

Name of Bank

___________________

___________________

___________________

___________________

___________________

___________________

___________________

___________________

___________________

Type of Account

________________

________________

________________

________________

________________

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 6: Psa Separation Agreement Worksheet

________________

________________

________________

________________

Estimated Amount

________________

________________

________________

________________

________________

________________

________________

________________

________________

How Divided?

_________________________

_________________________

_________________________

_________________________

_________________________

_________________________

_________________________

_________________________

_________________________

Do you own or rent a home? _________________ Monthly payment? ______________

Whose name is the home in? ______________________________________________________

What is the street address of the home?

________________________________________________

What is to be done with the home? (Example, Husband will by out Wife’s interest, house will be

sold and the equity split equally, etc.)

________________________________________________

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 7: Psa Separation Agreement Worksheet

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

Page 6 of 9

Do you and your spouse jointly own any motor vehicles?

__________________________________

If so, please state the following:

Type of Vehicle

___________________

___________________

___________________

___________________

___________________

___________________

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 8: Psa Separation Agreement Worksheet

Any Debt

________________

________________

________________

________________

________________

________________

Estimated Amount

________________

________________

________________

________________

________________

________________

How Divided/Who Pays?

_________________________

_________________________

_________________________

_________________________

_________________________

_________________________

Do you and your spouse have any other debt?

___________________________________________

If so, please state the following:

Creditor

___________________

___________________

___________________

___________________

___________________

___________________

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 9: Psa Separation Agreement Worksheet

___________________

___________________

___________________

___________________

___________________

___________________

Type of Debt

________________

________________

________________

________________

________________

________________

________________

________________

________________

________________

________________

________________

Estimated Amount

________________

________________

________________

________________

________________

________________

________________

________________

________________

________________

________________

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 10: Psa Separation Agreement Worksheet

________________

How Divided/Who Pays?

__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Is there any agreement regarding spousal support?_____________________________________

If so, what is it?______________________________________________________________

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

______________________________________________________________________________

___

Page 7 of 9

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 11: Psa Separation Agreement Worksheet

Is there any other property (personal or real) that needs to be divided?

_________________________

If so, please state the following:

What Property

____________________________

____________________________

____________________________

____________________________

____________________________

____________________________

____________________________

____________________________

____________________________

____________________________

____________________________

____________________________

____________________________

____________________________

____________________________

____________________________

How Divided/Who Pays?

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 12: Psa Separation Agreement Worksheet

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

___________________________________________________

Page 8 of 9

What has been omitted that need to be addressed?

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 13: Psa Separation Agreement Worksheet

VS4 - REPORT OF DIVORCE OR ANNULMENT

With any final divorce decree, a VS4 form must be filed. This is reported to the Department of

Health so that it can track divorces as well as marriages. Please answer these questions below so

that we can submit a VS4.

HUSBAND

Full Name: ____________________________________________________________________

Social Security Number: _________________________________________________________

Race: ________________________________________________________________________

Place of Birth: _______________________________________________ (State or Foreign Country)

Date of Birth: __________________________________________________________________

Number of This Marriage: ___________________________________________(First, Second, etc.)

Education: ___________________________________________________ (Highest level completed)

Usual Residence: _______________________________________________________________

WIFE

Full Name (include maiden name): _________________________________________________

Social Security Number: _________________________________________________________

Race: ________________________________________________________________________

Place of Birth: _______________________________________________ (State or Foreign Country)

Date of Birth: __________________________________________________________________

Number of This Marriage: ___________________________________________(First, Second, etc.)

Education: ___________________________________________________ (Highest level completed)

Usual Residence: _______________________________________________________________

MARRIAGE/DIVORCE

Place of Marriage: ____________________________________________ (State or Foreign Country)

Date of Marriage: _______________________________________________________________

Number of children under the age of 18 in this family: __________________________________

Number of children under 18 in this family whose physical custody was awarded to:

_______________ Husband _______________ Wife

_______________ Joint _______________ Other No children

©Brian A. Thomasson, Esq. 2010 Page 1 of 9

Page 14: Psa Separation Agreement Worksheet

Date of Separation: _____________________________________________________________

©Brian A. Thomasson, Esq. 2010 Page 1 of 9