Questionnaire 3 - Property & Exemptions
Your Name (and spouse if married)*
email address
Are you claiming a homestead exemption of more than $170,350?
Which set of exemptions are you claiming?
California Only
FINANCIAL ACCOUNTS
Cash - Current value of the portion you own
Amount of exemption You Claim & Specific laws that allow exemption
First Bank Account
First Bank or Deposit Account
Current value of the portion you own
Amount of exemption You Claim & Specific laws that allow exemption
Second Bank or Deposit Account
Credit Union, Bank or Deposit Account Name & Address
Current value of the portion you own
Amount of exemption You Claim & Specific laws that allow exemption
Do you have a security deposit with anyone
Name, Address of the one holding the security deposit
Current value of the portion you own of the Security Deposit
Amount of exemption You Claim & Specific laws that allow exemption
HOUSEHOLD FURNITURE & FURNISHINGS
Current value couch $
Current value recliner $
Current value television size, make, $
Current value linens
Current value coffee table $
Current value dishes, pots, pans, etc $
Current value kitchen table & chairs $
Current value refrigerator $
Current value microwave $
Current value stove/range $
Current value bed $
Current value bed $
Current value dresser $
Current value dresser $
Any other furniture - Description and Current value of the portion you own, amount of exemption you clam
Household Items: Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Current value computer $
Current value printer $
Current value dvd, vcr, combo, or similiar - type & $
Current value of electronics - description
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Current value patio furniture $
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Current value lawn furniture or equipment $
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Current value pool and accessories $
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Current value bbq grill or similiar - item and $
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Current value Books, Pictures, Art objects, antiques, stamp, coin, record, tape, compact disc, or other collections or collections TYPE AND VALUE
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Current value stamp, record, coin collections - item & $
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Current value shoes, clothing, jackets $
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Current value furs and jewelry (ex: necklace $10)
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Current value Firearms & sport, photographic, & other hobby equipment
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Investment Assets
Current value Asset #1 describe
Amount
Current value Asset #2 describe
Amount
Current value Asset #3 describe
Amount
Investment Assets: Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
VEHICLES
Vehicle #1
Vehicle #1 year make model
Vehicle #1 color, mileage, damage
Vehicle #1 Current, as is, Market Value
Vehicle #1 Amount Due & Name of Lender
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Vehicle #2
Vehicle #2 year make model
Vehicle #2 color, mileage, damage
Vehicle #2 Current, as is, Market Value
Vehicle #2 Amount Due & Name of Lender
Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
ADDITIONAL PROPERTY
Current value Office equipment, furnishings and supplies - only if you have a business
Current value Crops, farming equipment, supplies chemicals, and feed
Current value Anticipated Federal Tax Refund
Current value Anticipated State Tax Refund
Anything else: Current value Description & Value of anything else
Additional Property: Description Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Additional Property: Description Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Additional Property: Description Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
Additional Property: Description Amount of exemption you claim (100% or amount) & Specific laws that allow exemption
If in California, I select the following exemptions to be used in my case