Homepage Fill in Your Vermont 813B Form
Navigation

The Vermont 813B form plays a crucial role in family law cases involving divorce, civil union dissolution, legal separation, or annulment, especially when minor children are involved. This form is designed to gather essential financial information from both parties, ensuring transparency during legal proceedings. Individuals must complete the form if they are either a plaintiff or defendant in such cases or if the court has mandated its submission. The 813B form requires detailed disclosures about assets, including real estate, personal property, vehicles, bank accounts, investments, retirement accounts, and life insurance policies. Additionally, it prompts users to report any recent transfers or sales of assets, ensuring that all financial dealings are accounted for. Timeliness is vital, as the completed form must be filed with the court before the first case manager's conference or at least five days prior to the first scheduled court hearing. Furthermore, it is necessary to send a copy of the completed form to the other party simultaneously. The form concludes with an affirmation section, where the individual certifies that the information provided is accurate, emphasizing the importance of honesty in these legal matters.

Dos and Don'ts

When filling out the Vermont 813B form, there are several important do's and don'ts to keep in mind. Following these guidelines can help ensure that your submission is complete and accurate.

  • Do read all instructions carefully before starting the form.
  • Do provide accurate and truthful information regarding your financial situation.
  • Do check all boxes that apply to your assets and liabilities.
  • Do sign the Affirmation section and have your signature notarized.
  • Don't leave any required fields blank; incomplete forms may lead to delays.
  • Don't provide false information, as this can have serious legal consequences.
  • Don't forget to send a copy of the completed form to the other party at the same time you file it with the court.
  • Don't miss the filing deadline; ensure your form is submitted on time to avoid complications.

Similar forms

The Vermont 813B form is similar to the Financial Affidavit used in divorce proceedings in many states. This document requires parties to disclose their financial situations comprehensively. Like the 813B, it serves to ensure transparency between spouses regarding income, assets, and liabilities. Courts rely on this information to make informed decisions about alimony, child support, and property division. Both forms emphasize accuracy and honesty, with potential penalties for false statements.

Another comparable document is the Child Support Guidelines Worksheet, commonly utilized in family law cases. This worksheet outlines the income of both parents and calculates the support obligations based on state guidelines. Similar to the 813B, it aims to provide a clear financial picture to the court. Both documents require detailed financial disclosures, ensuring that all parties are aware of the financial circumstances that may affect child support decisions.

The Financial Disclosure Statement, often required in bankruptcy cases, shares similarities with the Vermont 813B form. This statement mandates that individuals disclose all assets, liabilities, income, and expenses. Like the 813B, it seeks to provide a full financial overview to facilitate fair outcomes in legal proceedings. Both forms require individuals to affirm the truthfulness of their disclosures, underscoring the importance of accuracy in legal matters.

The Affidavit of Financial Support is another document that resembles the Vermont 813B. Typically used in immigration cases, this affidavit requires sponsors to disclose their financial status to demonstrate their ability to support an immigrant. Both documents focus on presenting a clear financial picture to the relevant authorities, ensuring that all necessary information is available for decision-making purposes.

For a comprehensive understanding of the endorsement process, refer to the important Recommendation Letter guidelines, which provide valuable insights into crafting effective recommendation letters for various applications.

The Statement of Net Worth is frequently employed in divorce proceedings and shares key features with the Vermont 813B form. This statement provides a snapshot of an individual's financial standing, including assets and liabilities. Like the 813B, it is crucial for determining equitable distribution of property and financial responsibilities. Both documents require detailed financial reporting, making them essential tools in family law cases.

The Asset and Liability Statement is another document that bears resemblance to the Vermont 813B. This statement requires individuals to list all their assets and liabilities, providing a comprehensive overview of their financial health. Similar to the 813B, it serves to inform the court about an individual's financial situation, which is critical in legal proceedings involving financial disputes or divorce settlements.

The Disclosure of Financial Information form is used in various legal contexts, including family law and civil litigation. This form requires parties to provide detailed financial information, much like the Vermont 813B. Both documents aim to create transparency and allow the court to make informed decisions based on the financial realities of each party involved.

The Income and Expense Declaration is commonly used in family law cases and has similarities with the Vermont 813B. This declaration requires parties to provide detailed information about their income and expenses, helping the court assess financial obligations. Both forms emphasize the importance of complete and accurate financial disclosures to ensure fair outcomes in legal proceedings.

Lastly, the Financial Affidavit used in child custody cases mirrors the Vermont 813B in its purpose and structure. This affidavit requires parents to disclose their financial circumstances to help the court make informed decisions regarding custody and support. Both documents prioritize transparency and accuracy, aiming to protect the best interests of children involved in custody disputes.

Common mistakes

  1. Neglecting to Sign the Form: Failing to sign the affirmation section can lead to the form being rejected. Always remember to include your signature and have it notarized.

  2. Inaccurate Financial Information: Providing incorrect figures for income, assets, or debts can have serious consequences. Ensure all financial details are accurate and reflect your current situation.

  3. Omitting Required Information: Leaving out necessary details about assets or liabilities can result in sanctions. Review the form carefully to make sure you include everything that is required.

  4. Failing to Notify the Other Party: It is crucial to send a copy of the completed form to the other party simultaneously when filing with the court. This step is often overlooked.

  5. Missing the Filing Deadline: The form must be filed before or at your first case manager's conference, or at least five days before your first court hearing. Missing this deadline can complicate your case.

  6. Ignoring the Notary Requirement: Not having your signature notarized can invalidate the affidavit. Make sure to have this step completed to ensure the form is legally binding.

  7. Incorrectly Assessing Asset Values: When estimating the market value of personal property, be careful not to use purchase prices or replacement costs. Use realistic figures based on current market conditions.

  8. Not Completing Additional Pages if Necessary: If you answered "Yes" to questions about asset transfers or withdrawals, you must complete the remaining pages of the form. Failing to do so can lead to incomplete submissions.

Document Preview

 

 

 

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

 

 

 

 

 

 

 

 

 

 

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.

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.

10/10 SML

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)

10/10 SML

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.

10/10 SML

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

10/10 SML

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

Documents used along the form

The Vermont 813B form is a crucial document used in family court cases involving financial disclosures. Alongside this form, several other documents may be required to provide a comprehensive view of financial circumstances. Below is a list of common forms and documents that are often used in conjunction with the 813B.

  • Vermont 813A Form: This form provides detailed information about self-employment income and business ownership. It is essential for individuals who run their own businesses to disclose their financial situation accurately.
  • Financial Disclosure Statement: This statement summarizes an individual's financial status, including income, expenses, assets, and liabilities. It is often required by the court to ensure transparency.
  • Child Support Guidelines Worksheet: This worksheet helps calculate the appropriate amount of child support based on the parents' incomes and the needs of the child. It is a vital tool for determining financial responsibilities.
  • Transfer-on-Death Deed: This form allows property owners in Arizona to designate a beneficiary for their real estate, simplifying the transfer process upon death. For more information, visit https://arizonapdf.com/transfer-on-death-deed.
  • Parenting Plan: A parenting plan outlines the custody and visitation arrangements for minor children. It addresses how parents will share responsibilities and make decisions regarding their children's upbringing.
  • Property Settlement Agreement: This document details how marital assets and debts will be divided between the parties. It is often negotiated and can be submitted to the court for approval.
  • Income Verification Documents: These may include pay stubs, tax returns, or bank statements that verify income sources. They support the financial claims made in the 813B form.
  • Affidavit of Financial Means: This affidavit provides a sworn statement regarding an individual's financial condition, often required in cases involving spousal support or alimony.
  • Notice of Hearing: This document informs parties about upcoming court dates and hearings related to their case. It ensures that all involved are aware of the proceedings and can prepare accordingly.

Understanding these forms and their purposes can help streamline the legal process. It’s essential to prepare all required documents accurately to avoid delays and ensure that the court has the necessary information to make informed decisions.