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CLIENT NOTE
PAGE
If you find yourself with questions to
ask the attorney as you fill out these pages, please jot notes
down here. You can also use this page to make notes on as you
talk to the attorney. You can also use this page to make notes
on items you might need to bring back. Make sure before you
leave, you have signed a contract and gotten a copy of the
contract specifying the payment terms and terms of what the
attorney is actually going to do for you. Also make sure that
you have signed in on the sign in sheet up front.
I NEED TO ASK:
I NEED TO BRING WITH ME NEXT TIME:
I HAVE A FOLLOW UP APPOINTMENT WHEN?
I HAVE SIGNED THE CONTRACT?
I HAVE RECEIVED A COPY OF THE CONTRACT?
I HAVE LEFT A COPY OF ANY IMPORTANT
PAPERS WITH THE ATTORNEY THAT THEY MAY NEED.
I UNDERSTAND THAT IF MY PHONE NUMBERS
AND ADDRESS CHANGE I NEED TO CONTACT THE ATTORNEYS IMMEDIATELY.
CONTACT INFORMATION
Your name ____________________ Work
No.______________ Home No.______________ Cell No.____________
Fax No. ____________ E-mail Address: ______________ Pager:
_____________ Next of Kin Phone Number __________ Friend Number
_______
You are male or female ____ Age ____
(C**) Case No. & Judge Initials (if
known) _________________
Use the backs of the
question pages to answer questions and ask for more paper if you
need some.
(Ignore numbers and
letters like the (C**) or (C1) for example. This is just for our
merging information on the computer.)
TYPE(S) OF DOMESTIC
MATTER
Custody _____ Temporary Custody _____
Legal Custody ___ Adoption ___
Divorce _____ [Contested ____
Uncontested ____]
Modification ______ Rule Nisi (Abuse,
Failure to pay child support, failure child visitation) Crime by
child ______ Family Court ______ Divorce Court ______ Other
_______.
Appeal at this time being handled
______* if not currently signing contract for appeal, client
will need to come back to make payment arrangements and to sign
contract for any appeal(s) .
WITNESS’S, IF ANY
(W1)Witness(es):________________________________________________________________(W1A)Street
Address of Witness(es)
_____________________________________________(W1B)City, State,
Zip __________________________________________________________
What will the witness testify to:
______________________________________________
Additionally, if this is a divorce, we
need to know who wants what, and who is going to contest what
item, if the property is not already divided. Remember, you are
paying $150.00 per hour (or legal services is paying by the hour
for you) to fight about these assets, please make sure when you
are discussing fighting over them with your husband or wife, to
make sure they are worth what you or legal services is paying us
to fight over them.
HUSBAND
H2 HUSBAND FULL NAME
______________________________
Any Prior Names husband ever used?
(nickname, uses middle name, alias, etc.
_______________________________________
H3 Date of Birth of Husband
_______________________
H4 Race of Husband
________________________________
H5 Husband Education Level
________________________
H6 Husband SS#
____________________________________
H7 Husband State of Residence
_____________________
H8 Husband County of Residence
____________________
H9 Husband City of Residence
______________________
H10 Does Husband live inside the City
Limits of the City of his Residence or does he live in the
county? _____________________
H11 Husband Street Address & Zip
& Phone ____________________________________
(Add to P1, D1 for address and name)
____________________________________
Husband Information
Continued
H12 Number of This Marriage for Husband
(First, Second) ________
H13 If Husband Previously Married, last
marriage ended by Divorce ___ Separation ___ Annulment ___ Death
___
Husband Employer Name
________________________________
Husband Employer Address
_____________________________
Husband Employer Telephone Number
____________________
Husband Job 1 Wages per hour ______ #
hours per week _____ overtime hours ave._____ Salary ____
Another Job? ______ If so, wages ____
Day care expenses paid if any ______
Medical Insurance paid if any ______
WIFE
W14 WIFE'S FULL NAME
__________________W15 Wife's Maiden Name ________________W15A
Wife's Prior Married Name(s) ___________________
W16 Date of Birth of Wife _____________
W17 Race of Wife ______________________
W18 Wife Education Level
________________
W19 Wife SS# _______
W20 Wife State of Residence
_____________
W21 Wife County of Residence
____________
W22 Wife City of Residence
______________
W23 Does Wife live inside the City
Limits of the City she resides in or does she live in the
County? _____________
W24 Wife Street Address & Zip &
Phone ___________________________________
(See P1, D1 for address and name)______
W25 Number of This Marriage for Wife
(First, Second) _________
W26 If Wife Previously Married, last
marriage ended by Divorce ___ Separation ___ Annulment ___ Death
___ (Add to P1, D1 for address and name) ________________
Wife's Employer Name
________________________________
Wife's Employer Address
_____________________________
Wife's Employer Telephone Number
____________________
Wife’s Wages per hour ______ # hours
per week _____ overtime hours ave._____ Another Job? ______ If
so, wages ____
Day care expenses ______ Medical
Insurance Costs ______
CHILDREN
C1
27 Number of Child(ren) of this
Marriage _____
28 Number of Minor Child(ren) in This
Marriage (under 18)_____
Names of Child(ren) D2(41):
_____________________
Father of Child(ren):
___________________________
Mom of Child(ren):
______________________________
Date of Birth of Child(ren) D2(40)
______________
D2(29) child(ren) SS#
___________________________
Who does the child(ren) live with
currently? ______________Please give names and addresses
_______________________________________________________________
MARITAL FACTS
D2(29)Date of Separation
D2(31)Place of Marriage D3(32)Date of
Marriage
County, City, State
Have any legal proceedings ever been
filed as a result of this marriage? Yes ___ NO ____ If so, what
county?________ Result? _________________________________
Attorney's Name that filed proceedings
_______________________________________ City of Residence of
atty _______________ Address of atty if known
______________________ Phone number of atty if known
_____________ Please provide us immediately with a complete copy
of any previous domestic proceedings even from decades ago.
Custody _____ Temporary Custody _____
Temporary Support ____ Legal Custody ___ Adoption ___ (special
form)
Divorce _____ [Contested ____
Uncontested ____]
Modification ______ Specifically which
provision(s) do you want to modify. We need a copy of the court
order.
Rule Nisi (Abuse, Failure to pay child
support, failure child visitation)
Specifically – what has your
ex-spouse done wrong. When. How many times. What have you done
to document what your spouse has done wrong. How much does your
spouse owe you in back child support.
Crime by child – What did your child
get arrested for. What does your child say he/she did. What do
witnesses say he/she did if you have talked to them.
______ Family Court ______ Divorce
Court ______ Other _______.
Appeal – What do you want to appeal?
OTHER INFORMATION
If either of you have ever had any
criminal proceedings filed against you and whether these are
still pending and whether you need us to assist you in a pending
criminal case. Also, if you are going to go to trial on your
divorce case we would need to know if you were convicted for
theft for example as it is a crime of dishonesty and may bear on
whether the judge believes your side. We need to know the crime
charged, the court pending in, and the crime convicted of:
If either of you signed a prenuptial or
antenuptial agreement we need a copy of it:
If you want to change your will to
disinherit your soon to be ex-spouse:
This is a separate fee and a separate
service, please feel free to make an appointment.
If either of you have ever filed
bankruptcy or whether you would like us to advise you on
bankruptcy law before filing for divorce.
Is there any other legal matter you
need advise on before filing divorce? Please so state here, and
set an appointment to discuss this matter.
Other information you need to tell us
about the particular legal matter you are here for today.
We realize that there is a lot of
questions here, but the court requires a lot of basic
information on forms we must file and you need to fill them out
completely if they apply to you so that we may best serve your
needs. Your failure to fill out these forms completely, or get
us back the information timely will only delay your case. Your
failure to give us plenty of contact numbers for you and advise
us when you are going to move, or be out of town, can also
jeopardize your case.
This divorce is a marriage of a period
of years and it takes some time to dissolve a relationship of
time.
MARITAL ASSETS (B1)
List all assets belonging to either of
you, INCLUDING BUT NOT LIMITED TO THE FOLLOWING. For value put
the fair market value you could get if you sold the asset today
by putting an ad in the paper (without deducting what is owed on
the asset). List all creditor information for each asset as
requested below. You can attach bills and do not have to re-list
the information on the bills like the creditor name, address,
account number, and balance and so forth if it’s on the bill.
Make photographs of all the assets in your home and put them in
a safe place, in case your spouse comes and removes the items
from the home while you are gone. Photographs (The nice thing to
do is to divide these evenly, and make copies of photos that
can’t be divided.)
REAL PROPERTY (Real
Estate)
House Street Address: Value:
Other Buildings and/or Real Estate:
Value:
Equity in home and other assets if
mortgage is paid off:
List every persons name that is on the
title. We will need a copy of each of the deeds for each parcel
of real estate that you or your spouse has any interest in.
CREDITOR: List Name, address, account
no., interest rate on contract, account balance, date debt
incurred, and name of all party(s) that signed on the contract
including parents and friends. Also if you or your spouse have
co-signed on a contract for an asset of any description, please
make note of all of the information on this debt also.
For each creditor listed, please state
if you and your spouse are in agreement over who will be
responsible for these debts or whether who will pay for these
debts is in dispute.
For your information: There is an
additional charge to prepare a deed taking a spouses name off of
a piece of property. Additionally, there are extra recording
fees at the court house when you or your spouse records the new
deed.
VEHICLES/Auto &
Sport Utility
(PERSONAL PROPERTY)
For each vehicle list make, model, VIN#
and year and creditor information requested below and if all
vehicles are already divided, please state who is keeping which:
List Identifying Information Regarding
All Vehicles Titled in Husband's Name
List Identifying Information Regarding
All Vehicles Titled in Wife's Name
List Identifying Information Regarding
All Vehicles Titled Jointly
List Sport Utility Vehicles
(Motorcycles, Watercraft, 4 Wheeler’s, etc.)
Is there any dispute over any of the
above vehicles? If so, state who has the asset, and whether the
dispute can be resolved or will have to be taken to court in
front of the judge for the judge to decide.
CREDITOR: List Name, address, account
no., interest rate on contract, account balance, date debt
incurred, and name of all party(s) that signed on the contract
including parents and friends. Also if you or your spouse have
co-signed on a contract for an asset of any description, please
make note of all of the information on this debt also.
For each creditor listed, please state
if you and your spouse are in agreement over who will be
responsible for these debts or whether who will pay for these
debts is in dispute.
APPLIANCES/JEWELRY/
HOBBY EQUIPMENT/FURNISHINGS/BANK ACCOUNTS/ AND PERSONAL PROPERTY
OF ALL DESCRIPTIONS- go to each heading.
APPLIANCES
Circle those that apply,
put the brand name, and how many of each you have, and list a
value out to the side of the item. Please indicate clearly if
there is any dispute over any of these items.
No mark means to us that
you have either already divided these assets and do not want
them mentioned in your papers, or there is no asset by that
description.
Microwave Stereo T.V.
V.C.R. C.D. Player Frig
Washer/Dryer Dishwasher Stove
Other:
(Do not forget to divide the coffee
pot, toaster, dishes, pots and pans, dish cloths, and other
small kitchen appliances.)
CREDITOR: List Name, address, account
no., interest rate on contract (we need a copy of these
contracts), account balance, date debt incurred, and name of all
party(s) that signed on the contract including parents and
friends. Also if you or your spouse have co-signed on a contract
for an asset of any description, please make note of all of the
information on this debt also. Alabama Power, Circuit City,
Sears, Security Pacific, or other creditors may have a lien on
your appliances, for example.
For each creditor listed, please state
if you and your spouse are in agreement over who will be
responsible for these debts or whether who will pay for these
debts is in dispute.
JEWELRY & MISC.
PERSONAL ITEMS
(Circle those that apply, put how many
of each you have, and list a value out to the side of the item)
(Also indicate if there is any dispute over any of these items.)
(No mark means to us that you have either already divided these
assets and do not want them mentioned in your papers, or there
is no asset by that description.)
Jewelry – Husband:
Jewelry – Wife:
Personal Items/Clothes – Husband:
Personal Items/Clothes – Wife:
Leather Coats/ Furs:
Other:
CREDITOR: List Name, address, account
no., interest rate on contract (we need a copy of these
contracts), account balance, date debt incurred, and name of all
party(s) that signed on the contract including parents and
friends. Also if you or your spouse have co-signed on a contract
for an asset of any description, please make note of all of the
information on this debt also. Companies like Zales, Lorches,
etc. may keep a security interest in the debt until it’s paid
for.
For each debt list whether you and your
spouse are in agreement over who will pay for the debt.
Please be as specific as
you can. These forms are designed to save you time and money and
to help you in the long run with your divorce. While you are
sitting here filling this out, be thinking about the money we
are saving you. We designed the forms to be able to charge you
less for reviewing the information than we would have to charge
you to sit here and fill this out ourselves with you. These
forms also ask you questions in the order we use the information
in our divorce paperwork and that also saves you money for our
time.
HOBBY EQUIPMENT
This includes photography equipment of
any description; sporting goods e.g. fishing, hunting, softball,
football, sewing equipment, collections of any descriptions,
libraries, and so forth:
Hobby Equipment Wife:
Hobby Equipment Husband:
Lawn and Yard Equipment:
Tools:
Other:
CREDITOR: List Name, address, account
no., interest rate on contract (we need a copy of these
contracts), account balance, date debt incurred, and name of all
party(s) that signed on the contract including parents and
friends. Also if you or your spouse have co-signed on a contract
for an asset of any description, please make note of all of the
information on this debt also.
For each creditor listed, please state
if you and your spouse are in agreement over who will be
responsible for these debts or whether who will pay for these
debts is in dispute.
FURNISHINGS
(Circle those that
apply, put how many of each you have, list the name brand and
list a value out to the side of the item) (Also, indicate if
there is any dispute over any of these items.) (No mark means to
us that you have either already divided these assets and do not
want them mentioned in your papers, or there is no asset by that
description.)
Couch/Chairs: Table/Chairs:
Beds/Dresser/Chest/Wardrobe:
Bathroom and bathroom appliances:
Computer:
Office Equipment: Misc. Other:
CREDITOR: List Name, address, account
no., interest rate on contract (we need a copy of these
contracts), account balance, date debt incurred, and name of all
party(s) that signed on the contract including parents and
friends. Also, if you or your spouse have co-signed on a
contract for an asset of any description, please make note of
all of the information on this debt also. Folks like Standard
Furniture, Marks Fitzgerald, may have kept a security interest
in the furniture.
For each creditor listed, please state
if you and your spouse are in agreement over who will be
responsible for these debts or whether who will pay for these
debts is in dispute.
BANK ACCOUNTS
List bank name, address,
account no. and who’s name account’s are in. Checking
Accounts: Savings Accounts:Trust Accounts: Minor
Savings/Checking Account with Trustee listed as either husband
and/or wife:
Retirement Accounts Wife: Retirement
Accounts Husband:
Work/Company IRA or investment
accounts:
Stocks, bonds:
Other:
It is a good idea to close any joint
bank accounts and open up an individual account, but make sure
that you advise your spouse you have closed the account.
CREDITOR: If there are any liens
against any bank accounts, or if you have pledged any of these
accounts as security, please List Name, address, account no.,
interest rate on contract (we need a copy of these contracts),
account balance, date debt incurred, and name of all party(s)
that signed on the contract including parents and friends. Also
if you or your spouse have co-signed on a contract for an asset
of any description, please make note of all of the information
on this debt also.
For each creditor listed, please state
if you and your spouse are in agreement over who will be
responsible for these debts or whether who will pay for these
debts is in dispute.
UNSECURED MARITAL DEBTS
This set of debts includes priority,
and regular unsecured debts and are categorized as easily as we
can for you. There are several reasons that we need to see any
contracts that you or your spouse might have signed: It tells us
who signed the contract; date of signing, interest rate,
addresses for contact, whether the loan was cross-collateralized
with another loan, etc.
PRIORITY DEBTS
(B2) Examples of priority debts are
debts to the government such as debts for TAXES CHILD SUPPORT
STUDENT LOANS
CREDITOR: Please List Name, address,
account no., interest rate on contract (we need a copy of these
contracts, garnishments, lawsuits, tax liens, judgements levied
against you, and so forth – In other words any piece of paper
on any of these bills), account balance, date debt incurred, and
name of all party(s) that signed on the contract including
parents and friends. Also if you or your spouse have co-signed
on a contract for a debt of any description with anyone else
including a family member, please make note of all of the
information on this debt also.
For each creditor listed, please state
if you and your spouse are in agreement over who will be
responsible for these debts or whether who will pay for these
debts is in dispute.
CREDIT
CARDS/PARENTS/PERSONAL LOANS/SIGNATURE LOANS/GASCARDS
UNSECURED DEBTS: Credit Cards: GAS:
STORES WHERE YOU MAY HAVE CHARGING PRIVILEGES: SEARS: AMERICAN
EXPRESS: MASTERCARD: VISA: DISCOVER: OTHER: (This also includes
every debt that you or your spouse have co-signed with anyone
on.) (loans to or from parents need to include names addresses
phone numbers and amounts)
CREDITOR: Please List Name, address,
account no., interest rate on contract (we need a copy of these
contracts, if any), account balance, date debt incurred, and
name of all party(s) that signed on the contract including
parents and friends. Also if you or your spouse have co-signed
on a contract for an asset of any description, please make note
of all of the information on this debt also.
For each creditor listed, please state
if you and your spouse are in agreement over who will be
responsible for these debts or whether who will pay for these
debts is in dispute.
CONTRACT SIGNED ______
FILING FEE PAID OR WILL BE PAID WHEN?
________
ATTORNEY FEE PAID AMOUNT OF RETAINER?
________
CLIENT UNDERSTANDS THAT NO LEGAL
SERVICES WILL BE PERFORMED UNTIL ATTORNEY FEES ARE PAID FOR.
____________________ __________
CLIENT SIGNATURE DATE
32 Petitioner - who we represent -
husband _____or wife ______
33 Attorney - CARLISLE & CARLISLE,
P.C.
34 Attorney Address 1621 Pinson St., or
P.O. Box 170766, B'ham, AL 35217
35 What does client want us to do for
them? Divorce ____, Custody ____, Modification ___, Rule Nisi
____, Appeal ____, Annulment ____, Separation ____, Termination
of Parental Rights ____, Adoption _____, Temporary Support ____,
Temporary Custody ____, Temporary Restraining Order ____, other
legal services desired _______________________
36 Describe Spouse approximate height
_____, weight _____, eye _____ and hair color _____
STYLE
P12 Plaintiff Name
____________________________
P1A Street Address
____________________________
P1B City, State, Zip
__________________________
D1 Defendant Name
____________________________
D1A Street Address of Witness
____________________________
D1B City, State, Zip
__________________________
County Defendant Lives In
_______________________
(P1 or D1) Plaintiff or Defendant
HEADING OF EACH
ADDITIONAL PAGE
(A**) Last Name Only (Name vs. Name)
____________
(B**) Page Number (heading) _____
SEX
(S2**) he or she __________
(S1** hers or his __________
(D2**) Date of Pleading or Today
_______________
(F**) cc: Spouse's Attorneys Name
____________________ Address ________________ Phone
Number___________ Fax Number ___________
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