The Vermont 813B form is a financial affidavit required in certain family law cases, particularly those involving divorce, legal separation, or annulment when minor children are involved. This form helps to disclose the financial circumstances of the parties involved, ensuring that all relevant financial information is presented to the court. Completing this form accurately is crucial for a fair legal process, so be sure to fill it out by clicking the button below.
The Vermont 813B form is an essential document used in family law cases involving divorce, civil union dissolution, legal separation, or annulment, particularly when minor children are involved. This financial affidavit requires both parties to disclose their financial situations, including property, assets, and income. It is critical for establishing a clear picture of each party's financial status during legal proceedings. The form must be completed and filed with the court before the first case manager's conference or at least five days before the initial court hearing. Additionally, it mandates that a copy be sent to the other party simultaneously. The 813B includes sections for real estate, personal property, vehicles, bank accounts, investments, retirement accounts, life insurance policies, and business ownership. Each section prompts the individual to affirm the accuracy of their financial disclosures, emphasizing the importance of honesty, as any false information may lead to legal consequences. Completing this form accurately is crucial for a fair resolution of financial matters in family law cases.
STATE OF VERMONT
SUPERIOR COURT
FAMILY DIVISION
Unit
Docket No.
Plaintiff
Defendant
Name
DOB
/ /
V.
FORM 813 B - FINANCIAL AFFIDAVIT: Property and Assets
I am: (Please check appropriate box)
Other
My Name and Address:
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
10/10 SML
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.
PERSONAL PROPERTY: (furniture, antiques, jewelry, electronics, etc.)
I own personal property
The other party owns/may own personal property
VEHICLES: (cars, trucks, ATV's, boats, motorcycles, campers, etc.)
I own vehicles either individually or jointly.
The other party owns/may own vehicles either individually or jointly.
BANK ACCOUNTS:
I have bank accounts either individually or jointly.
The other party has/may have bank accounts either individually or jointly. Yes
INVESTMENTS: (stocks, bonds, mutual funds, trusts, annuities)
I own investments either individually or jointly.
The other party owns/may own investments either individually or jointly.
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.
BUSINESSES:
I own or have an ownership interest in a business.
The other party owns/may own an interest in a business.
TRANSFER/SALE OF ASSETS
Have you or the other party sold or transferred ownership of any asset in the last 12 months?
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?
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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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)
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
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:
.
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
Outstanding
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.
16
SECTION V - INVESTMENTS
Type of Investment (stocks, bonds, annuities, mutual funds, trusts, etc.)
Description
(name of company, fund, bank, trust and trustee etc.)
Number
of
Shares
SECTION VI - BANK ACCOUNTS and CASH
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
17
SECTION VIII - LIFE INSURANCE POLICIES
Of Insured
Beneficiary
Company
Face Value
Balance
Cash Value
SECTION IX - RETIREMENT ACCOUNTS
ACCOUNT
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
Value
SECTION X - PENSIONS
TYPE OF PENSION
Pension Administrator
Defined Benefit
Defined Contribution
Target Benefit
Military Pension
SEP
18
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