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  • ES2 Ramos

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    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

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    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

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    10 views2 pages

    ES2 Ramos

    Uploaded by

    dave
    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

    Copyright:

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    of 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

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