Pennsylvania Code › Title 231 - RULES OF CIVIL PROCEDURE › Part I - GENERAL › Chapter 1920 - ACTIONS OF DIVORCE OR FOR ANNULMENT OF MARRIAGE › Rule 1920.75 - Form of Inventory

Current through Register Vol. 54, No. 28, July 13, 2024
The inventory required by Pa.R.C.P. No. 1920.33(a) shall be
				  substantially in the following form:
(Caption)
INVENTORY
OF
____________
(Plaintiff)
(Defendant) files the following inventory of all property
				  owned or possessed by either party at the date of separation and all property
				  transferred within the preceding three years.
(Plaintiff)
(Defendant) verifies that the statements made in this
				  inventory are true and correct. (Plaintiff) (Defendant) understands that false
				  statements herein are made subject to the penalties of
				  18 Pa.C.S. §
										4904
				  relating to unsworn falsification to authorities.
____________
(Plaintiff)
(Defendant)
ASSETS OF THE PARTIES
(Plaintiff)
(Defendant) marks on the list below those items applicable to
				  the case at bar and itemizes the assets on the following pages.
( ) 1. Real Property
( ) 2. Motor vehicles
( ) 3. Stocks, bonds, securities and options
( ) 4. Certificates of deposit
( ) 5. Checking accounts, cash
( ) 6. Savings accounts, money market and savings
				  certificates
( ) 7. Contents of safe deposit boxes
( ) 8. Trusts
( ) 9. Life insurance policies (indicate face value, cash
				  surrender value and current beneficiaries)
( ) 10. Annuities
( ) 11. Gifts
( ) 12. Inheritances
( ) 13. Patents, copyrights, inventions, royalties
( ) 14. Personal property outside the home
( ) 15. Business (list all owners, including percentage of
				  ownership, and officer/director positions held by a party with company)
( ) 16. Employment termination benefits-severance pay,
				  worker's compensation claim/award
( ) 17. Profit sharing plans
( ) 18. Pension plans (indicate employee contribution and
				  date plan vests)
( ) 19. Retirement plans, Individual Retirement
				  Accounts
( ) 20. Disability payments
( ) 21. Litigation claims (matured and unmatured)
( ) 22. Military/V. A. benefits
( ) 23. Education benefits
( ) 24. Accounts receivable, including loans and mortgages
				  payable to a party
( ) 25. Household furnishings and personalty (include as a
				  total category and attach itemized list if distribution of such assets is in
				  dispute)
( ) 26. Other
MARITAL PROPERTY
(Plaintiff) (Defendant) lists all marital property in which
				  either or both spouses have a legal or equitable interest individually or with
				  any other person as of the date of separation:
Item Number
Description of Property
Names of All
						  Owners
Estimated Value at Date of Separation
NON MARITAL PROPERTY
(Plaintiff) (Defendant) lists all property in which a spouse
				  has a legal or equitable interest which is claimed to be excluded from marital
				  property:
Item Number
Description of Property
Reason for
						  Exclusion
Estimated Value at Date of
						  Marriage
Estimated Value at Date of
						  Separation
PROPERTY TRANSFERRED
Item Number
Description of Property
Date of
						  Transfer
Consider ation
Person to Whom Transferred
Estimated
						  Value at Date of Separation
LIABILITIES
Item Number
Description of Property
Names of All Creditors
Names of All Debtors
Estimated Value at Date of
								Separation