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Name Address Home Phone SSN Birthdate Dorian Rothschild 60 Arthur St. San Rafael, CA 94901 (415) 332-9876 123-45-6789 March 11, 1982
Balance
$20,500.00
Balance
$64,000.00
Balance
$5,200.00
Household Goods/Furnishings: Description dining table beige leather furniture set master bed T.V.
Value
$3,000.00 $9,500.00 $2,300.00 $1,600.00
Value
$3,500,000.00 $36,000.00
Value
$990,000.00
Value
$4,000.00 $800.00 $5,000.00
Years Owned 7
Value
$3,600,000.00
Value
$850,000.00
Value
$18,000.00
Value
$450,000.00
DETAILED LISTING OF LIABILITIES Mortgages - Personal Residence: Lender Loan No. Onbach Financial Services 4132051
Monthly Payment
$2,500.00
Balance Due
$240,000.00
Home Equity Loans: Lender Loan No. Onbach Financial Services 4320001
Monthly Payment
$800.00
Balance Due
$60,000.00
_____________
$60,000.00
Monthly Payment
$1,900.00
Balance Due
$322,000.00
Monthly Payment
$600.00
Balance Due
$12,050.00
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SUMMARY LISTING OF ASSETS AND LIABILITIES ASSETS Checking Accounts Savings Accounts Accounts Receivable Household Goods/Furnishings Jewelry Vehicles Recreational Equipment Personal Residence Real Estate - Other Stocks and Mutual Funds Bonds Amount
$20,500.00 $64,000.00 $5,200.00 $16,400.00 $3,536,000.00 $990,000.00 $9,800.00 $3,600,000.00 $850,000.00 $18,000.00 $450,000.00
LIABILITIES Mortgage - Personal Residence Home Equity Loans Vehicle Loans Credit Card Debt
Amount
$240,000.00 $60,000.00 $322,000.00 $12,050.00
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SOURCES OF MONTHLY INCOME: Salaries and Wages: Employer Rothschild & Partners LLC Total Monthly Wages Investment Accounts Trusts Other Sources
Annual Wages
$1,200,000.00
Monthly Wages
$100,000.00 $100,000.00 $14,500.00 $10,000.00 $0.00
_____________ TOTAL MONTHLY INCOME MONTHLY EXPENSES: Child Care Food Health Care/Medication Utilities Housing/Rent Other Mortgage Loans Auto Loans Auto Insurance Other Insurance Credit Cards Student Loans Other Expenses (including clothing, recreation, misc.)
$124,500.00
$0.00 $3,000.00 $1,000.00 $3,700.00 $2,500.00 $800.00 $1,900.00 $2,200.00 $5,000.00 $600.00 $0.00 $0.00
I certify and warrant that to the best of my knowledge the information contained in this Personal Financial Statement is true, correct and complete.
__________________________________________ Date