Vermont Form 813B PDF Details

In family law matters, especially those involving the dissolution of a marriage or civil union, accurately reporting financial information is crucial for ensuring equitable outcomes. The Vermont 813B form plays a pivotal role in these proceedings, requiring parties in divorce, civil union dissolution, legal separation, or annulment cases to disclose comprehensive details about their assets and liabilities. This affidavit demands full transparency regarding real estate, personal property, vehicles, bank accounts, investments, retirement accounts, life insurance policies, and any business interests. Moreover, it touches on recent transactions that may affect financial standing, such as the sale or transfer of assets and unusual withdrawals from accounts. Designed to be filed early in the court process, specifically at or before the first case manager’s conference or court hearing, this document aims to facilitate a fair distribution of assets and proper determination of support obligations by providing a clear picture of each party's financial situation. Compliance is not optional; failure to complete or accurately furnish the required information can lead to significant legal repercussions, including sanctions imposed by the court. The form further underscores the importance of integrity in these disclosures, as all information must be affirmed under oath, with the understanding that any falsehoods may constitute perjury. The Vermont 813B form, thus, serves as a critical tool in the judicial system’s endeavor to administer justice in family law cases, ensuring that all parties are duly informed and equitable decisions are made based on verified financial data.

QuestionAnswer
Form NameVermont Form 813B
Form Length7 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 45 sec
Other namesvermont 813b form, 813b, vermont 813 b form, vt 813b fillable form

Form Preview Example

 

 

 

STATE OF VERMONT

 

SUPERIOR COURT

FAMILY DIVISION

 

 

Unit

Docket No.

 

Plaintiff

Defendant

Name

DOB

/ /

V.

Name

DOB

/ /

FORM 813 B - FINANCIAL AFFIDAVIT: Property and Assets

I am: (Please check appropriate box)

Plaintiff

Defendant

Other

My Name and Address:

Name

Street

Town/City

State

Zip

INSTRUCTIONS: You are required to complete and file the 813B if-

1.You are a party in a newly filed divorce, civil union dissolution, legal separation or annulment and you and the other party have minor children; OR

2.You are ordered by the Court to complete and file this form or the other party requests that you fill out the form as part of the discovery process.

DEADLINE FOR FILING: This form must be filed with the court before or at your first case manager's conference. If no conference is scheduled it must be filed at least five days before your first scheduled court hearing.

YOU MUST SEND A COPY OF YOUR COMPLETED FORM TO THE OTHER PARTY AT THE SAME TIME THAT YOU FILE IT WITH THE COURT.

When you have completed the form and filled in all the required information, you must sign the Affirmation section below and have your signature notarized.

AFFIRMATION

I have read and filled in all the information requested.

I hereby affirm of my own knowledge that the facts and financial information I have stated are true and correct as of the date of this Affirmation and that I am not omitting any source or amount of income or other information requested on this form. I understand that any false information may constitute perjury by me. I also understand that if I fail to provide the required information or give misinformation, the judge may order sanctions against me.

 

 

 

 

 

Signature of person making affidavit

Sworn to me on

 

 

, 20

 

 

 

 

 

 

 

 

 

 

 

My Commission Expires:

/ / ,20

 

 

Notary Public

 

 

 

 

 

 

 

 

 

 

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12

SUMMARY OF ASSETS

Please check each box that applies to you or the other party

 

 

 

 

 

 

REAL ESTATE: (primary residence, camps, land, timeshares, etc.)

 

 

 

 

 

I have an interest in (own) real estate either individually or jointly with another.

 

 

Yes

No

The other party has/may have an interest in (own) real estate either individually or jointly with another.

Yes

No

PERSONAL PROPERTY: (furniture, antiques, jewelry, electronics, etc.)

 

 

 

 

I own personal property

Yes

No

 

 

 

 

 

 

The other party owns/may own personal property

Yes

No

 

 

 

 

VEHICLES: (cars, trucks, ATV's, boats, motorcycles, campers, etc.)

 

 

 

 

 

I own vehicles either individually or jointly.

Yes

No

 

 

 

 

 

The other party owns/may own vehicles either individually or jointly.

Yes

No

 

 

 

BANK ACCOUNTS:

 

 

 

 

 

 

 

 

I have bank accounts either individually or jointly.

Yes

No

 

 

 

 

The other party has/may have bank accounts either individually or jointly. Yes

No

 

 

 

INVESTMENTS: (stocks, bonds, mutual funds, trusts, annuities)

 

 

 

 

 

I own investments either individually or jointly.

 

Yes

No

 

 

 

 

The other party owns/may own investments either individually or jointly.

Yes

No

 

 

RETIREMENT ACCOUNTS (IRA, 401 K, pensions, deferred compensation, etc.)

I own retirement accounts. Yes No

The other party owns/may own retirement accounts. Yes No

LIFE INSURANCE POLICIES:

 

 

 

I have life insurance.

Yes No

 

 

The other party has/may have life insurance.

Yes

No

BUSINESSES:

 

 

 

I own or have an ownership interest in a business.

Yes

No

The other party owns/may own an interest in a business.

Yes No

 

TRANSFER/SALE OF ASSETS

Have you or the other party sold or transferred ownership of any asset in the last 12 months?

Yes

No

Have you or the other party withdrawn funds from an account in the last 12 months for a purpose other than

paying normal household expense payments?

Yes

No

If you answered ''Yes'' to either of the above questions, please list asset sold or transferred OR account from which withdrawal was made, amounts received or withdrawn and any expenditure made from amounts received.

YOU MUST COMPLETE THE REMAINING PAGES OF THIS FORM IF YOU ANSWERED ''YES'' TO ANY OF THE QUESTIONS ABOVE. IF YOU ANSWERED ''NO'' TO ALL QUESTIONS ABOVE, THEN YOU DO NOT HAVE TO COMPLETE THE REMAINING PAGES OF THIS FORM.

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13

SECTION I - REAL ESTATE

 

 

 

Description of Property Including

Market Value

Mortgages, Liens,

Equity

 

 

 

 

Location

 

Attachments

(value minus

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

liens)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Primary Residence:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Second Home:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Camp:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Timeshare:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unimproved Land:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mobile Home:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Residential Rental Real Estate Owned:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commercial Real Estate:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other Real Estate Interests:

 

 

 

 

 

 

 

a.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

d.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

e.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL VALUE OF REAL ESTATE

 

 

 

 

 

 

 

 

 

 

INTERESTS

 

 

 

 

 

 

 

IF ANY OF THE ABOVE PROPERTIES GENERATE RENTAL INCOME, YOU MUST EITHER:

1.ATTACH SCHEDULE E FROM YOUR LAST 2 TAX RETURNS

or if you did not file taxes

2.FILL OUT RENTAL INCOME ATTACHMENT (Page 10 of Form 813A)

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14

SECTION II - PERSONAL PROPERTY

Please list all personal property owned by you and/or the other party. In estimating the market value, please use the amount you could reasonably receive if you sold the item today. Do not use the purchase price or replacement value.

 

Description of Items

 

Market Value

Check if item

Loans/debts

Person paying

 

 

 

 

is in your

on property

on loan/debt

 

 

 

 

possession

 

 

 

 

 

 

 

 

 

 

Jewelry

 

 

 

 

 

 

 

 

 

 

 

 

 

Antiques

 

 

 

 

 

 

 

 

 

 

 

 

 

Artwork

 

 

 

 

 

 

 

 

 

 

 

 

 

Guns

 

 

 

 

 

 

 

 

 

 

 

 

 

Coins/Stamps

 

 

 

 

 

 

 

 

 

 

 

 

 

Tools

 

 

 

 

 

 

 

 

 

 

 

 

 

Collectibles

 

 

 

 

 

 

 

 

 

 

 

 

 

Piano/Musical instruments

 

 

 

 

 

 

 

 

 

 

 

 

 

China/Crystal/Silverware

 

 

 

 

 

 

 

 

 

 

 

 

 

Appliances

 

 

 

 

 

 

 

 

 

 

 

 

 

Electronics

 

 

 

 

 

 

 

 

 

 

 

 

 

Furnishings

 

 

 

 

 

 

 

 

 

 

 

 

 

Computers

 

 

 

 

 

 

 

 

 

 

 

 

 

Other:

 

 

 

 

 

 

a.

 

 

 

 

 

 

 

 

 

 

 

 

 

b.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C.

.

10/10 SML

15

SECTION III - VEHICLES and BOATS

"Market value'' for motor vehicles is the retail value indicated in the NADA Blue Book or other similar price guide.

Title

 

Vehicle Description

 

Market Value

 

Outstanding

Equity

Holder

 

(Year, make, model)

 

 

 

Loan

(Value minus

 

 

 

 

 

 

Amount

Loan)

 

 

Car #1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Car #2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Truck #1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Truck #2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Motorcycle #1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Motorcycle #2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Boat #1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Boat #2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Snowmobile #1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Snowmobile #2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ATV #1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ATV #2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Camper

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

RV

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Plane

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other Vehicles:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION IV - BUSINESS OWNERSHIP

 

 

Owner

Name of Business, Type of Business Activity and Legal Structure of Business (e.g. Sole proprietor, Partnership, Corporation, S- Corporation)

%of Interest Owned

Date of last

valuation

Fair Market Value

You Must Attach an 813A Self Employment Attachment or a Schedule C and/or Form K-1 from your last two

(2)federal income tax returns for any business from which you earn or receive income, profits, distributions, in-kind income, etc.

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16

SECTION V - INVESTMENTS

Owner

Type of Investment (stocks, bonds, annuities, mutual funds, trusts, etc.)

Description

(name of company, fund, bank, trust and trustee etc.)

Number

of

Shares

Market Value

SECTION VI - BANK ACCOUNTS and CASH

Owner

TYPE OF ACCOUNT

Bank

Current Balance

Checking Account #1

Checking Account #2

Savings Account #1

Savings Account #2

Money Market Account #1

Money Market Account #2

Cash in your possession

Tax Exempt College Funds or

Other College Savings accounts

Health Savings Accounts

Other Accounts

SECTION VII - ACCOUNTS/ FUNDS HELD FOR YOUR OR THE OTHER PARTY'S BENEFIT

Trustee or Holder

Name of Beneficiary

Type of Account

Current Value

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17

SECTION VIII - LIFE INSURANCE POLICIES

Name

Of Insured

Beneficiary

Company

Face Value

Loan

Balance

Cash Value

SECTION IX - RETIREMENT ACCOUNTS

 

ACCOUNT

 

Owner

TYPE

Financial Institution

 

IRA #1

 

 

IRA #2

 

 

401(k) #1

 

 

401(k) #2

 

 

403(b)

 

 

TIAA/CREF

 

 

Keough

 

 

TDSP

 

 

TSA

 

 

Profit Sharing

 

 

Savings &

 

 

Security

 

 

Program

 

 

Deferred

 

 

Compensation

 

 

Other

 

 

Other

 

 

 

 

Value

SECTION X - PENSIONS

Owner

TYPE OF PENSION

Pension Administrator

Value

 

Defined Benefit

 

 

 

 

 

 

 

Defined Contribution

 

 

 

 

 

 

 

Target Benefit

 

 

 

 

 

 

 

Military Pension

 

 

 

 

 

 

 

SEP

 

 

 

 

 

 

10/10 SML

18

How to Edit Vermont Form 813B Online for Free

You are able to work with 813b effectively using our online PDF tool. Our editor is constantly developing to deliver the very best user experience possible, and that's due to our commitment to continual development and listening closely to feedback from users. Starting is effortless! All you have to do is follow the next easy steps below:

Step 1: Click on the orange "Get Form" button above. It's going to open up our pdf tool so that you can begin completing your form.

Step 2: After you launch the online editor, you will notice the document ready to be filled in. In addition to filling in different blank fields, you may also perform some other things with the form, particularly adding custom words, changing the original textual content, adding images, putting your signature on the document, and a lot more.

To be able to fill out this form, ensure you provide the information you need in each blank:

1. The 813b usually requires specific details to be inserted. Ensure the subsequent blank fields are finalized:

vermont form 813 completion process described (stage 1)

2. Once your current task is complete, take the next step – fill out all of these fields - I hereby affirm of my own, Sworn to me on, Signature of person making, Notary Public, My Commission Expires, and SML with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Notary Public, Signature of person making, and SML of vermont form 813

3. This next section is fairly uncomplicated, REAL ESTATE primary residence, Yes Yes, No No, PERSONAL PROPERTY furniture, Yes, Yes, VEHICLES cars trucks ATVs boats, Yes, Yes, BANK ACCOUNTS No I have bank, Yes, Yes, INVESTMENTS stocks bonds mutual, Yes, and Yes - each one of these blanks will have to be completed here.

VEHICLES cars trucks ATVs boats, Yes, and Yes in vermont form 813

4. To go ahead, this form section will require typing in a couple of form blanks. Included in these are LIFE INSURANCE POLICIES Yes I have, Yes, BUSINESSES I own or have an, Yes, No Yes, TRANSFERSALE OF ASSETS, Have you or the other party sold, Yes, Have you or the other party, Yes, and If you answered Yes to either of, which you'll find integral to moving forward with this document.

Tips on how to fill out vermont form 813 step 4

5. The pdf should be wrapped up within this part. Here there's an extensive list of blanks that require appropriate information for your document usage to be faultless: Equity value minus liens, Primary Residence, Second Home, Camp, Timeshare, Unimproved Land, Mobile Home, Residential Rental Real Estate, Commercial Real Estate, and Other Real Estate Interests a.

How you can fill out vermont form 813 portion 5

Concerning Other Real Estate Interests a and Camp, ensure that you don't make any errors in this section. These are the key ones in the form.

Step 3: Before submitting the file, double-check that blanks have been filled in correctly. When you believe it's all good, press “Done." Sign up with FormsPal today and easily get access to 813b, set for download. Every last change made is handily kept , so that you can customize the file at a later time anytime. FormsPal guarantees your information privacy via a secure method that never saves or distributes any kind of personal information typed in. Be assured knowing your files are kept protected whenever you work with our service!

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