Amendments to Fl. Family Law Rules of Proc.

940 So.2d 409 (2006)

In re AMENDMENTS TO THE FLORIDA FAMILY LAW RULES OF PROCEDURE (OUT OF CYCLE).

No. SC06-344.

Supreme Court of Florida.

September 28, 2006.

John Fraser Himes, Chair, Family Law Rules Committee, Tampa, FL, Honorable John M. Alexander, Past-Chair, St. Augustine, FL, and John F. Harkness, Jr., Executive Director, the Florida Bar, Tallahassee, FL, for Petitioner.

PER CURIAM.

The Family Law Rules Committee of The Florida Bar (committee) has filed an out of cycle report proposing amendments to family law forms 12.902(b) and (c) (Family Law Financial Affidavits), and 12.902(i) (Affidavit of Corroborating Witness). We have jurisdiction. See art. V, § 2(a), Fla. Const. The proposed amendments were published for comment in the March 1, 2006, edition of The Florida Bar News. No comments were received.

Upon consideration, we adopt the amendments proposed by the committee[1] with one modification. The committee recommends that form 12.902(i) (Affidavit of Corroborating Witness) be amended in order to reflect that the affiant has knowledge that a petitioner for dissolution of marriage has resided in Florida for at least six months immediately prior to the filing of the petition for dissolution of marriage, rather than, as it now states, six months prior to the date of the affidavit. However, we recognize that an affiant may not personally have knowledge of the date a petition for dissolution of marriage is filed, and we modify the committee's proposal accordingly.

Family law forms 12.902(b) and (c) (Family Law Financial Affidavits), and 12.902(i) (Affidavit of Corroborating Witness) are hereby amended as reflected in the appendix to this opinion, fully engrossed. The amendments shall become effective immediately. The forms discussed herein may be accessed and downloaded from the Florida State Courts website at www.flcourts.org.

It is so ordered.

*410 LEWIS, C.J., and WELLS, ANSTEAD, PARIENTE, QUINCE, CANTERO, and BELL, JJ., concur.

APPENDIX

INSTRUCTIONS FOR FLORIDA FAMILY LAW RULES OF PROCEDURE FORM 12.902(b), FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM)

When should this form be used?

This form should be used when you are involved in a family law case which requires a financial affidavit and your individual gross income is UNDER $50,000 per year.

This form should be typed or printed in black ink. After completing this form, you should sign the form before a notary public or deputy clerk. You should file the original with the clerk of the circuit court in the county where the petition was filed and keep a copy for your records.

What should I do next?

A copy of this form must be mailed or hand delivered to the other party in your case, if it is not served on him or her with your initial papers. This must be accomplished within 45 days of service of the petition.

Where can I look for more information?

Before proceeding, you should read "General Information for Self-Represented Litigants" found at the beginning of these forms. The words that are in "bold underline" in these instructions are defined there. For further information, see rule 12.285, Florida Family Law Rules of Procedure.

Special notes . . .

If this is a domestic violence case and you want to keep your address confidential for safety reasons, do not enter the address, telephone, and fax information at the bottom of this form. Instead, file Petitioner's Request for Confidential Filing of Address, Florida Supreme Court Approved Family Law Form 12.980(h).

The affidavit must be completed using monthly income and expense amounts. If you are paid or your bills are due on a schedule which is not monthly, you must convert those amounts. Hints are provided below for making these conversions.

      Hourly—If you are paid by the hour, you may convert your income to monthly as follows:
                Hourly amount              ×    Hours worked per week         =    Weekly amount
                Weekly amount              ×    52 Weeks per year             =    Yearly amount
                Yearly amount              ÷    12 Months per year            =    Monthly Amount
      Daily—If you are paid by the day, you may convert your income to monthly as follows:
                Daily amount               ×    Days worked per week          =      Weekly ambunt
                Weekly amount              ×    52 Weeks per year             =      Yearly amount
                Yearly amount              ÷    12 Months per year            =      Monthly Amount
      Weekly—If you are paid by the week, you may convert your income to monthly as follows:
                Weekly amount              ×    52 Weeks per year             =      Yearly amoimt
                Yearly amount              ÷    12 Months per year            =      Monthly Amount
      Bi-weekly—If you are paid every two weeks, you may convert your income to monthly as follows:
                Bi-weekly amount           ×    26                            =      Yearly amount
                Yearly amount              ÷    12 Months per year            =      Monthly Amount
      Semi-monthly—If you are paid twice per month, you may convert your income to monthly as follows:
                Semi-monthly amount        ×     2                            =      Monthly Amount

Expenses may be converted in the same manner.

Remember, a person who is NOT an attorney is called a nonlawyer. If a nonlawyer helps you fill out these forms, that person must give you a copy of a Disclosure from Nonlawyer, Florida Family Law Rules of *411 Procedure Form 12.900(a), before he or she helps you. A nonlawyer helping you fill out these forms also must put his or her name, address, and telephone number on the bottom of the last page of every form he or she helps you complete.

IN THE CIRCUIT COURT OF THE ____ JUDICIAL CIRCUIT, IN AND FOR ____ COUNTY, FLORIDA Case No: __________ Division: _______ ________________, Petitioner, and ________________, Respondent.

FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM)

(Under $50,000 Individual Gross Annual Income)

I, {full legal name} _______, being sworn, certify that the following information is true: My Occupation: _____________ Employed by: _________________ Business Address: ______________________ Pay rate: $_______ ( ) every week ( ) every other week ( ) twice a month ( ) monthly ( ) other: ___________

[] Check here if unemployed and explain on a separate sheet your efforts to find employment.

SECTION I. PRESENT MONTHLY GROSS INCOME:
All amounts Must be MONTHLY. See the instructions with this form to figure out money amounts for
anything that is NOT paid monthly. Attach more paper, if needed. Items included under "other" should
be listed separately with separate dollar amounts.
 1. Monthly gross salary or wages                                                    1. $ _________
 2. Monthly bonuses, commissions, allowances, overtime, tips, and similar payments   2.   _________
 3. Monthly business income from sources such as self-employment, partnerships,
    close corporations, and/or independent contracts (gross receipts minus
    ordinary and necessary expenses required to produce income) ([] Attach
    sheet itemizing such income and expenses.)
 4. Monthly disability benefits/SSI                                                  3.   _________
 5. Monthly Workers' Compensation                                                    4.   _________
 6. Monthly Unemployment Compensation                                                5.   _________
 7. Monthly pension, retirement, or annuity payments                                 6.   _________
 8. Monthly Social Security benefits                                                 7.   _________
 9. Monthly alimony actually received                                                8.   _________
    9a. V-om this case:      $ __________
    9b. From other case(s):    __________                     Add 9a and 9b          9.   _________
10. Monthly interest and dividends                                                  10.   _________
11. Monthly rental income (gross receipts minus ordinary and necessary expenses     11.   _________
    required to produce income) ([] Attach sheet itemizing such income
    and expense items.)
12. Monthly income from royalties, trusts, or estates                               12.   _________
13. Monthly reimbursed expenses and in-kind payments to the extent that they        13.   _________
    reduce personal living expenses
14. Monthly gains derived from dealing in property (not including nonrecurring      14.  _________
    gains)
15. Any other income of a recurring nature (list source)  ____________________      15.  _________
16. __________________________________________________________________________      16.  _________
17. PRESENT MONTHLY GROSS INCOME (Add lines 1-16)                    TOTAL:    17. $____________
PRESENT MONTHLY DEDUCTIONS:
18. Monthly federal, state, and local income tax (corrected for filing status and
    allowable dependents and income tax liabilities)
      a. Filing Status _____________________
*412
     b. Number of dependents claimed _______________                                18. $_________
19. Monthly FICA or self-employment taxes                                           19.  _________
20. Monthly Medicare payments                                                       20.  _________
21. Monthly mandatory union dues                                                    21.  _________
22. Monthly mandatory retirement payments                                           22.  _________
23. Monthly health insurance payments (including dental insurance), excluding       23.  _________
    portion paid for any minor children of this relationship
24. Monthly court-ordered child support actually paid for children from another     24.  _________
    relationship
25. Monthly court-ordered alimony actually paid
        25a. from this case:     $_________________
        25b. from other case(s):  _________________         Add 25a and 25b         25.  _________
26. TOTAL DEDUCTIONS ALLOWABLE UNDER SECTION                    TOTAL:              26. $_________
    61.30, FLORIDA STATUTES (Add lines 18 through 25)
PRESENT NET MONTHLY INCOME (Subtract line 26 from line 17)                          27. $_________
                                                                                         _________
SECTION II. AVERAGE MONTHLY EXPENSES
A. HOUSEHOLD:                                     E. OTHER EXPENSES NOT LISTED ABOVE
   Mortgage or rent         $________________        Clothing                   $______
   Property taxes           $________________        Medical/Dental (uninsured) $______
   Utilities                $________________        Grooming                   $______
   Telephone                $________________        Entertainment              $______
   Food                     $________________        Gifts                      $______
   Meals outside home       $________________        Religious organizations    $______
   Maintenance/Repairs      $________________        Miscellaneous              $______
   Other: ________________  $________________        Other: __________________  $______
                                                     _________________________  $______
B. AUTOMOBILE                                        _________________________  $______
   Gasoline                 $________________        _________________________  $______
   Repairs                  $________________        _________________________  $______
   Insurance                $________________        _________________________  $______
                                                     _________________________  $______
C. CHILD(REN)'S EXPENSES
   Day care                    $________________   F. PAYMENTS TO CREDITORS
   Lunch money                 $________________                                   MONTHLY
   Clothing                    $________________      CREDITOR:                    PAYMENT
   Grooming                    $________________      _______________________    $______
   Gifts for holidays          $________________      _______________________    $______
   Medical/Dental (uninsured)  _________________      _______________________    $______
   Other: ________________     $________________      _______________________    $______
                                                      _______________________    $______
D. INSURANCE                                          _______________________    $______
   Medical/Dental              $________________      _______________________    $______
   Child(ren)'s medical/dental $________________      _______________________    $______
   Life                        $________________      _______________________    $______
   Other: ________________     $________________      _______________________    $______
                                                      _______________________    $______
28. TOTAL MONTHLY EXPENSES
   (add ALL monthly amounts in A through F above)                            28. $_______
SUMMARY
29. TOTAL PRESENT MONTHLY NET INCOME
    (from line 27 of SECTION I. INCOME)                                         29. $_________
30. TOTAL MONTHLY EXPENSES (from line 28 above)                               30. $_________
31. SURPLUS (If line 29 is more than line 30, subtract line 30 from line 29.
    This is the amount of your surplus. Enter that amount here.)                31. $_________
32. (DEFICIT) (If line 30 is more than line 29, subtract line 29 from line 30.
    This is the amount of your deficit. Enter that amount here.)                32. ($_______)
SECTION III. ASSETS AND LIABILITIES
Use the nonmarital column only if this is a petition for dissolution of marriage and you believe an
item is "nonmarital," meaning it belongs to only one of you and should not be divided. You should
indicate to whom you believe the item(s) or debt belongs. (Typically, you will only use this column if

*413 property/debt was owned/owed by one spouse before the marriage. See the "General Information for Self—Represented Litigants" found at the beginning of these forms and section 61.075(1), Florida Statutes, for definitions of "marital" and "nonmarital" assets and liabilities.)

A. ASSETS:
---------------------------------------------------------------------------------------------
  DESCRIPTION OF ITEM(S). List a description of             Current Fair      Nonmarital
  each separate item owned by you (and/or your spouse, if   Market Value   (✓ correct column)
  this is a petition for dissolution of marriage).
                                                                         ____________________
  DO NOT LIST ACCOUNT NUMBERS. ✓ the box
  next to any asset(s) which you are requesting the judge
  award to you.                                                             husband    wife
_____________________________________________________________________________________________
  [] Cash (on hand)                                           $
_____________________________________________________________________________________________
  [] Cash (in banks or credit unions)
_____________________________________________________________________________________________
  [] Stocks, Bonds, Notes
_____________________________________________________________________________________________
  [] Real estate: (Home)
_____________________________________________________________________________________________
  [] (Other)
_____________________________________________________________________________________________
  [] Automobiles
_____________________________________________________________________________________________
  [] Other personal property
_____________________________________________________________________________________________
  [] Retirement plans (Profit Sharing, Pension, IRA,
     401(k)s, etc.)
_____________________________________________________________________________________________
  [] Other
_____________________________________________________________________________________________
  []
_____________________________________________________________________________________________
  []
_____________________________________________________________________________________________
  []
_____________________________________________________________________________________________
  []
_____________________________________________________________________________________________
  []
_____________________________________________________________________________________________
  []
_____________________________________________________________________________________________
  [] ✓ here if additional pages are attached.
_____________________________________________________________________________________________
  Total Assets (add next column)                               $ _______
_____________________________________________________________________________________________
B. LIABILITIES:
___________________________________________________________________________________________________
  DESCRIPTION OF ITEM(S). List a description of              Current           Nonmarital
  each separate debt owed by you (and/or your spouse,      Amount Owed     (✓ correct column)
  if this is a petition for dissolution of marriage).                   _______________________
  DO NOT LIST ACCOUNT NUMBERS. ✓ the box
  next to any debt(s) for which you believe you should be
  responsible.                                                     husband    wife
___________________________________________________________________________________________________
  [] Mortgages on real estate: First mortgage on home              $
___________________________________________________________________________________________________
  [] Second mortgage on home
___________________________________________________________________________________________________
  [] Other mortgages
___________________________________________________________________________________________________
  []
___________________________________________________________________________________________________
  [] Auto loans
___________________________________________________________________________________________________
  []
___________________________________________________________________________________________________
  [] Charge/credit card accounts
___________________________________________________________________________________________________
*414
  []
___________________________________________________________________________________________________
  []
___________________________________________________________________________________________________
  []
___________________________________________________________________________________________________
  [] Other
___________________________________________________________________________________________________
  []
___________________________________________________________________________________________________
  []
___________________________________________________________________________________________________
  []
___________________________________________________________________________________________________
  [] ✓ here if additional pages are attached.
___________________________________________________________________________________________________
  Total Debts (add next column)                         $ ________
___________________________________________________________________________________________________
C. CONTINGENT ASSETS AND LIABILITIES:
INSTRUCTIONS: If you have any POSSIBLE assets (income potential, accrued vacation or sick leave,
bonus, inheritance, etc.) or POSSIBLE liabilities (possible lawsuits, future unpaid taxes, contingent tax
liabilities, debts assumed by another), you must list them here.
---------------------------------------------------------------------------------------------------
           Contingent Assets               Possible                     Nonmarital
                                            Value                   (✓ correct column)
                                                               ____________________________________
  ✓ the box next to any contingent asset(s) which you are
  requesting the judge award to you.                  husband     wife
___________________________________________________________________________________________________
  []                                                    $
___________________________________________________________________________________________________
  []
___________________________________________________________________________________________________
  Total Contingent Liabilities               $ _________
===================================================================================================
                                                       Possible      Nonmarital
           Contingent Liabilities                       Amount    (✓ correct column)
                                                                ___________________________________
  ✓ the box next to any contingent debt(s) for which you   Owed    husband  wife
  believe you should be responsible.
___________________________________________________________________________________________________
  []                                        $
___________________________________________________________________________________________________
  []
___________________________________________________________________________________________________
  Total Contingent Liabilities              $ __________
___________________________________________________________________________________________________

SECTION IV. CHILD SUPPORT GUIDELINES WORKSHEET

(Florida Family Law Rules of Procedure Form 12.902(e), Child Support Guidelines Worksheet, MUST be filed with the court at or prior to a hearing to establish or modify child support. This requirement cannot be waived by the parties.)

[✓ one only]

___ A Child Support Guidelines Worksheet IS or WILL BE filed in this case. This case involves the establishment or modification of child support.

___ A Child Support Guidelines Worksheet IS NOT being filed in this case. The establishment or modification of child support is not an issue in this case.

I certify that a copy of this document was [✓ one only] ( ) mailed ( ) faxed and mailed ( ) hand delivered to the person(s) listed below on {date} ________.

Other party or his/her attorney: Name: ______________ Address: _____________ City, State, Zip: _____________ Fax Number: _______________

I understand that I am swearing or affirming under oath to the truthfulness of the claims made in this affidavit and *415 that the punishment for knowingly making a false statement includes fines and/or imprisonment.

Dated: _____ __________ Signature of Party Printed Name. Address. City, State, Zip. Telephone Number Fax Number. STATE OF FLORIDA COUNTY OF ______ Sworn to or affirmed and signed before me ____________ on by _______________ NOTARY PUBLIC or DEPUTY CLERK ______________ [Print, type, or stamp commissioned name of notary or deputy clerk.] ___ Personally known ___ Produced identification Type of identification produced ___________

IF A NONLAWYER HELPED YOU FILL OUT THIS FORM, HE/SHE MUST FILL IN THE BLANKS BELOW: [fill in all blanks]

I, {full legal name and trade name of nonlawyer} ________, a nonlawyer, located at {street} ________, {city} _______, {state} _______, {phone} ______, helped {name} ___________, who is the [✓ one only] ___ petitioner or ___ respondent, fill out this form.

INSTRUCTIONS FOR FLORIDA FAMILY LAW RULE OF PROCEDURE FORM 12.902(c), FAMILY LAW FINANCIAL AFFIDAVIT

When should this form be used?

This form should be used when you are involved in a family law case which requires a financial affidavit and your individual gross income is $50,000 OR MORE per year.

This form should be typed or printed in black ink. After completing this form, you should sign the form before a notary public or deputy clerk. You should then file the original with the clerk of the circuit court in the county where the petition was filed and keep a copy for your records.

What should I do next?

A copy of this form must be mailed or hand delivered to the other party in your case, if it is not served on him or her with your initial papers. This must be accomplished within 45 days of service of the petition.

Where can I look for more information?

Before proceeding, you should read "General Information for Self-Represented Litigants" found at the beginning of these forms. The words that are in "bold underline" in these instructions are defined there. For further information, see rule 12.285, Florida Family Law Rules of Procedure.

Special notes . . .

If this is a domestic violence case and you want to keep your address confidential for safety reasons, do not enter the address, telephone, and fax information at the bottom of this form. Instead, file Petitioner's Request for Confidential Filing of Address, Florida Supreme Court Approved Family Law Form 12.980(h).

The affidavit must be completed using monthly income and expense amounts. If you are paid or your bills are due on a schedule which is not monthly, you must *416 convert those amounts. Hints are provided below for making these conversions.

      Hourly—If you are paid by the hour, you may convert your income to monthly as follows:
                Hourly amount              ×    Hours worked per week        =    Weekly amount
                Weekly amount              ×    52 Weeks per year            =    Yearly amount
                Yearly amount              ÷    12 Months per year           =    Monthly Amount
      Daily—If you are paid by the day, you may convert your income to monthly as follows:
                Daily amount               ×    Days worked per week         =    Weekly amount
                Weekly amount              ×    52 Weeks per year            =    Yearly amount
                Yearly amount              ÷    12 Months per year           =    Monthly Amount
      Weekly—If you are paid by the week, you may convert your income to monthly as follows:
                Weekly amount              ×    52 Weeks per year            =    Yearly amount
                Yearly amount              ÷    12 Months per year           =    Monthly Amount
      Bi-weekly—If you are paid every two weeks, you may convert your income to monthly as follows:
                Bi-weekly amount           ×               26                =    Yearly amount
                Yearly amount              ÷    12 Months per year           =    Monthly Amount
      Semi-monthly—If you are paid twice per month, you may convert your income to monthly as follows:
                Semi-monthly amount        ×              2                  =    Monthly Amount

Expenses may be converted in the same manner.

Remember, a person who is NOT an attorney is called a nonlawyer. If a nonlawyer helps you fill out these forms, that person must give you a copy of a Disclosure from Nonlawyer, Florida Family Law Rules of Procedure Form 12.900(a), before he or she helps you. A nonlawyer helping you fill out these forms also must put his or her name, address, and telephone number on the bottom of the last page of every form he or she helps you complete.

IN THE CIRCUIT COURT OF THE _____ JUDICIAL CIRCUIT, IN AND FOR ____ COUNTY, FLORIDA DA Case No.: _____________ Division: _____________ _____________, Petitioner, and _____________, Respondent.

FAMILY LAW FINANCIAL AFFIDAVIT

($50,000 or more Individual Gross Annual Income)

I, {full legal name} _______, being sworn, certify that the following information is true:

=========================================================================================
SECTION I. INCOME
=========================================================================================
1. Date of Birth: ___________________________
2. My occupation is: _____________________________
3. I am currently
[✓ all that apply]
___ a. Unemployed
    Describe your efforts to find employment, how soon you expect to be employed, and the
    pay you expect to receive: ___________________________________________________________
___ b. Employed by: ______________________________________________________________________
    Address: _____________________________________________________________________________
    City, State, Zip code: _______________________________________________________________
    Telephone Number: ____________________________________________________________________
    Pay rate: $ ___ ( ) every week ( ) every other week ( ) twice a month
    ( ) monthly ( ) other: _______________________________________________________________
    If you are expecting to become unemployed or change jobs soon, describe the change you
    expect and why and how it will affect your income: ___________________________________
*417
    _____________________________________________________________________________________
    [] Check here if you currently have more than one job. List the information above for
    the second job(s) on a separate sheet and attach it to this affidavit.
    — c. Retired. Date of retirement: ________
    Employer from whom retired: _________________________________________________________
    Address: ____________________________________________________________________________
    City, State, Zip code: _____________________________ Telephone Number: ______________
LAST YEAR'S GROSS INCOME: Your Income                 Other Party's Income (if known)
   YEAR ______            $ _________________             $ _____________________
PRESENT MONTHLY GROSS INCOME:
All amounts must be MONTHLY. See the instructions with this form to figure out money amounts for
anything that is NOT paid monthly. Attach more paper, if needed. Items included under "other" should
be listed separately with separate dollar amounts.
 1. Monthly gross salary or wages                                                      1. $ ___________
 2. Monthly bonuses, commissions, allowances, overtime, tips, and similar payments     2.   ___________
 3. Monthly business income from sources such as self-employment, partnerships,
    close corporations, and/or independent contracts (Gross receipts minus
    ordinary and necessary expenses required to produce income.)
    ([] Attach sheet itemizing such income and expenses.)                              3.  ___________
 4. Monthly disability benefits/SSI                                                    4.  ___________
 5. Monthly Workers' Compensation                                                      5.  ___________
 6. Monthly Unemployment Compensation                                                  6.  ___________
 7. Monthly pension, retirement, or annuity payments                                   7.  ___________
 8. Monthly Social Security benefits                                                   8.  ___________
 9. Monthly alimony actually received
       9a. From this case:           $ ______
       9b. From other case(s):         ______                      Add 9a and 9b       9.  ___________
10. Monthly interest and dividends                                                    10.  ___________
11. Monthly rental income (gross receipts minus ordinary and necessary expenses       11.  ___________
    required to produce income) ([] Attach sheet itemizing such income
    and expense items.)
12. Monthly income from royalties, trusts, or estates                                 12.  ___________
13. Monthly reimbursed expenses and in-kind payments to the extent that they          13.  ___________
    reduce personal living expenses ([] Attach sheet itemizing each item and
    amount.)
14. Monthly gains derived from dealing in property (not including nonrecurring        14.  ___________
    gains)
Any other income of a recurring nature (identify source)
15. ___________________________________________________________________________       15.  ___________
16. ___________________________________________________________________________       16.  ___________
17. PRESENT MONTHLY GROSS INCOME (Add lines 1B16)          TOTAL:                     17. $ _______________
PRESENT MONTHLY DEDUCTIONS:
All amounts must be MONTHLY. See the instructions with this form to figure out money amounts for
anything that is NOT paid monthly.
18. Monthly federal, state, and local income tax (corrected for filing status and
    allowable dependents and income tax liabilities)
       a. Filing Status ___________
       b. Number of dependents claimed __________                                     18. $ __________
19. Monthly FICA or self-employment taxes                                             19.   __________
20. Monthly Medicare payments                                                         20.   __________
21. Monthly mandatory union dues                                                      21.   __________
22. Monthly mandatory retirement payments                                             22.   __________
23. Monthly health insurance payments (including dental insurance), excluding         23.   __________
    portion paid for any minor children of this relationship
24. Monthly court-ordered child support actually paid for children from another       24.   __________
    relationship
25. Monthly court-ordered alimony actually paid
        25a. from this case:         $ ____________
        25b. from other case(s):       ____________                Add 25a and 25b    25.   __________
26. TOTAL DEDUCTIONS ALLOWABLE UNDER SECTION 61.30,
*418
    FLORIDA STATUTES (Add lines 18 through 25)                      TOTAL:            26. $ __________
27. PRESENT NET MONTHLY INCOME (Subtract line 26 from line 17)                        27. $ __________
=====================================================================================================
SECTION EL AVERAGE MONTHLY EXPENSES
=====================================================================================================
Proposed/Estimated Expenses. If this is a dissolution of marriage case anti your expenses as listed
below do not reflect what you actually pay currently, you should write "estimate" next to each amount
that is estimated.
HOUSEHOLD:
  1. Monthly mortgage or rent payments                                             1. $ ___________
  2. Monthly property taxes (if not included in mortgage)                          2.   ___________
  3. Monthly insurance on residence (if not included in mortgage)                  3.   ___________
  4. Monthly condominium maintenance fees and homeowner's association fees         4.   ___________
  5. Monthly electricity                                                           5.   ___________
  6. Monthly water, garbage, and sewer                                             6.   ___________
  7. Monthly telephone                                                             7.   ___________
  8. Monthly fuel oil or natural gas                                               8.   ___________
  9. Monthly repairs and maintenance                                               9.   ___________
 10. Monthly lawn care                                                            10.   ___________
 11. Monthly pool maintenance                                                     11.   ___________
 12. Monthly pest control                                                         12.   ___________
 13. Monthly misc. household                                                      13.   ___________
 14. Monthly food and home supplies                                               14.   ___________
 15. Monthly meals outside home                                                   15.   ___________
 16. Monthly cable t.v.                                                           16.   ___________
 17. Monthly alarm service contract                                               17.   ___________
 18. Monthly service contracts on appliances                                      18.   ___________
 19. Monthly maid service                                                         19.   ___________
Other:
 20. __________________________________________________________________________   20.   ___________
 21. __________________________________________________________________________   21.   ___________
 22. __________________________________________________________________________   22.   ___________
 23. __________________________________________________________________________   23.   ___________
 24. __________________________________________________________________________   24.   ___________
 25.                                          SUBTOTAL (add lines 1 through 24)   25. $ ______________
AUTOMOBILE:
 26. Monthly gasoline and oil                                                     26. $ ___________
 27. Monthly repairs                                                              27.   ___________
 28. Monthly auto tags and emission testing                                       28.   ___________
 29. Monthly insurance                                                            29.   ___________
 30. Monthly payments (lease or financing)                                        30.   ___________
 31. Monthly rental/replacements                                                  31.   ___________
 32. Monthly alternative transportation (bus, rail, car pool, etc.)               32.   ___________
 33. Monthly tolls and parking                                                    33.   ___________
 34. Other: ___________________________________________________________________   34.   ___________
 35.                                        SUBTOTAL (add lines 26 through 34)    35. $ ___________
MONTHLY EXPENSES FOR CHILDREN COMMON TO BOTH PARTIES:
 36. Monthly nursery, babysitting, or day care                                    36. $ ___________
 37. Monthly school tuition                                                       37.   ___________
 38. Monthly school supplies, books, and fees                                     38.   ___________
 39. Monthly after school activities                                              39.   ___________
 40. Monthly lunch money                                                          40.   ___________
 41. Monthly private lessons or tutoring                                          41.   ___________
 42. Monthly allowances                                                           42.   ___________
 43. Monthly clothing and uniforms                                                43.   ___________
 44. Monthly entertainment (movies, parties, etc.)                                44.   ___________
 45. Monthly health insurance                                                     45.   ___________
 46. Monthly medical, dental, prescriptions (nonreimbursed only)                  46.   ___________
 47. Monthly psychiatric/psychological/counselor                                  47.   ___________
 48. Monthly orthodontic                                                          48.   ___________
 49. Monthly vitamins                                                             49.   ___________
*419
 50. Monthly beauty parlor/barber shop                                            50.   ___________
 51. Monthly nonprescription medication                                           51.   ___________
 52. Monthly cosmetics, toiletries, and sundries                                  52.   ___________
 53. Monthly gifts from child(ren) to others                                      53.   ___________
     (other children, relatives, teachers, etc.)
 54. Monthly camp or summer activities                                            54.   ___________
 55. Monthly clubs (Boy/Girl Scouts, etc.)                                        55.   ___________
 56. Monthly access expenses (for nonresidential parent)                          56.   ___________
 57. Monthly miscellaneous                                                        57.   ___________
 58.                                        SUBTOTAL (add lines 36 through 57)    58. $ _______________
MONTHLY EXPENSES FOR CHILD(REN) FROM ANOTHER RELATIONSHIP:
  (other than court-ordered child support)
 59.  _________________________________________________________________________   59. $ ___________
 60.  _________________________________________________________________________   60.   ___________
 61.  _________________________________________________________________________   61.   ___________
 62.  _________________________________________________________________________   62.   ___________
 63.                                        SUBTOTAL (add lines 59 through 62)    63. $ _______________
MONTHLY INSURANCE:
 64. Health insurance, excluding portion paid for any minor child(ren) of this    64. $ ___________
     relationship
 65. Life insurance                                                               65.   ___________
 66. Dental insurance                                                             66.   ___________
Other:
 67. __________________________________________________________________________   67.   ___________
 68. __________________________________________________________________________   68.   ___________
 69.                                        SUBTOTAL (add lines 64 through 68)    69. $ _______________
OTHER MONTHLY EXPENSES NOT LISTED ABOVE:
 70. Monthly dry cleaning and laundry                                             70. $ ___________
 71. Monthly clothing                                                             71.   ___________
 72. Monthly medical, dental, and prescription (unreimbursed only)                72.   ___________
 73. Monthly psychiatric, psychological, or counselor (unreimbursed only)         73.   ___________
 74. Monthly non-prescription medications, cosmetics, toiletries, and sundries    74.   ___________
 75. Monthly grooming                                                             75.   ___________
 76. Monthly gifts                                                                76.   ___________
 77. Monthly pet expenses                                                         77.   ___________
 78. Monthly club dues and membership                                             78.   ___________
 79. Monthly sports and hobbies                                                   79.   ___________
 80. Monthly entertainment                                                        80.   ___________
 81. Monthly periodicals/books/tapes/CDs                                          81.   ___________
 82. Monthly vacations                                                            82.   ___________
 83. Monthly religious organizations                                              83.   ___________
 84. Monthly bank charges/credit card fees                                        84.   ___________
 85. Monthly education expenses                                                   85.   ___________
Other: (include any usual and customary expenses not otherwise mentioned in the
items listed above)
 86. __________________________________________________________________________   86.   ___________
 87. __________________________________________________________________________   87.   ___________
 88. __________________________________________________________________________   88.   ___________
 89. __________________________________________________________________________   89.   ___________
 90.                                        SUBTOTAL (add lines 70 through 89)    90. $ _______________
MONTHLY PAYMENTS TO CREDITORS: (only when payments are currently made by you on
 outstanding balances)
NAME OF CREDITOR(s):
 91. __________________________________________________________________________   91. $ ___________
 92. __________________________________________________________________________   92.   ___________
 93. __________________________________________________________________________   93.   ___________
 94. __________________________________________________________________________   94.   ___________
*420
 95. __________________________________________________________________________   95.   ___________
 96. __________________________________________________________________________   96.   ___________
 97. __________________________________________________________________________   97.   ___________
 98. __________________________________________________________________________   98.   ___________
 99. __________________________________________________________________________   99.   ___________
100. __________________________________________________________________________  100.   ___________
101. __________________________________________________________________________  101.   ___________
102. __________________________________________________________________________  102.   ___________
103. __________________________________________________________________________  103.   ___________
104.                                       SUBTOTAL (add lines 91 through 103)   104. $ _______________
105. TOTAL MONTHLY EXPENSES:
     (add lines 25, 35, 58, 63, 69, 90, and 104 of Section II, Expenses)          105 $ ===========
SUMMARY
106. TOTAL PRESENT MONTHLY NET INCOME
     (from line 27 of SECTION I. INCOME)                                         106 $ ___________
107. TOTAL MONTHLY EXPENSES (from line 105 above)                                 107 $ ___________
108. SURPLUS (If line 106 is more than line 107, subtract line 107 from line    108 $ ___________
     106. This is the amount of your surplus. Enter that amount here.)
109. (DEFICIT) (If line 107 is more than line 106, subtract line 106 from line  109. ($ _________)
     107. This is the amount of your deficit. Enter that amount here.)
==================================================================================================================
SECTION III. ASSETS AND LIABILITIES
==================================================================================================================
A. ASSETS (This is where you list what you OWN.)
INSTRUCTIONS:
STEP 1: In column A, list a description of each separate item owned by you (and/or your spouse, if this
is a petition for dissolution of marriage). Blank spaces are provided if you need to list more than one of
an item.
STEP 2: If this is a petition for dissolution of marriage, check the box in Column A next to any item
that you are requesting the judge award to you.
STEP 3: In column B, write what you believe to be the current fair market value of all items listed.
STEP 4: Use column C only if this is a petition for dissolution of marriage and you believe an item
is "nonmarital," meaning it belongs to only one of you and should not be divided. You should
indicate to whom you believe the item belongs. (Typically, you will only use Column C if property was
owned by one spouse before the marriage. See the "General information for Self-Represented
Litigants" found at the beginning of these forms and section 61.075(1), Florida Statutes, for definitions of
"marital" and "nonmarital" assets and liabilities.)
                          A                                                B                    C
            ASSETS: DESCRIPTION OF ITEM(S)                            Current Fair           Nonmarital
            DO NOT LIST ACCOUNT NUMBERS.                                Market Value        (✓ correct column)
                                                                                             __________________________
  ✓ the box next to any asset(s) which you are requesting
  the judge award to you.                                                                     husband         wife
-----------------------------------------------------------------------------------------------------------------------
  [] Cash (on hand)                                                        $
-----------------------------------------------------------------------------------------------------------------------
  [] Cash (in banks or credit unions)
-----------------------------------------------------------------------------------------------------------------------
  []
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  [] Stocks/Bonds
-----------------------------------------------------------------------------------------------------------------------
  []
-----------------------------------------------------------------------------------------------------------------------
  []
-----------------------------------------------------------------------------------------------------------------------
  [] Notes (money owed to you in writing)
-----------------------------------------------------------------------------------------------------------------------
  []
-----------------------------------------------------------------------------------------------------------------------
*421
[]
------------------------------------------------------------------------------------------------
[] Money owed to you (not evidenced by a note)
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Real estate: (Home)
------------------------------------------------------------------------------------------------
[] (Other)
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Business interests
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
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[] Automobiles
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
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[] Boats
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[
------------------------------------------------------------------------------------------------
[] Other vehicles
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Retirement plans (Profit Sharing, Pension, IRA,
   401(k)s, etc.)
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Furniture & furnishings in home
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Furniture & furnishings elsewhere
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Collectibles
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Jewelry
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
*422
[] Life insurance (cash surrender value)
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Sporting and entertainment (T.V., stereo, etc.)
   equipment
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Other assets
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
Total Assets (add column B)               $__________
------------------------------------------------------------------------------------------------
B. LIABILITIES/DEBTS (This is where you list what you OWE.)
INSTRUCTIONS:
STEP 1: In column A, list a description of each separate debt owed by you (and/or your spouse, if this is
a petition for dissolution of marriage). Blank spaces are provided if you need to list more than one of an
item.
STEP 2: If this is a petition for dissolution of marriage, check the box in Colt= A next to any debt(s)
for which you believe you should be responsible.
STEP 3: In column B, write what you believe to be the current amount owed for all items listed.
STEP 4: Use column C only if this is a petition for dissolution of marriage and you believe an item
is "nonmarital," meaning the debt belongs to only one of you and should not be divided. You
should indicate to whom you believe the debt belongs. (Typically, you will only use Column C if the debt
was owed by one spouse before the marriage. See the "General Information for Self-Represented
Litigants" found at the beginning of these forms and section 61.075(1), Florida Statutes, for definitions of
"marital" and "nonmarital" assets and liabilities.)

                 A                                       B                  C
LIABILITIES: DESCRIPTION OF ITEM(S)                    Current          Nonmarital
DO NOT LIST ACCOUNT NUMBERS.                         Amount Owed    (✓ correct column)
✓ the box next to any debt(s) for which you believe you
should be responsible.                                    husband      wife
------------------------------------------------------------------------------------------------
[] Mortgages on real estate: First mortgage on home   $
------------------------------------------------------------------------------------------------
[] Second mortgage on home
------------------------------------------------------------------------------------------------
[] Other mortgages
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Charge/credit card accounts
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
*423
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Auto loan
------------------------------------------------------------------------------------------------
[] Auto loan
------------------------------------------------------------------------------------------------
[] Bank/Credit Union loans
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Money you owe (not evidenced by a note)
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Judgments
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[] Other
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
Total Debts (add column B)                                                  $________
------------------------------------------------------------------------------------------------
C. NET WORTH (excluding contingent assets and liabilities)
Total Assets (enter total of Column B in Asset Table; Section A)            $________
Total Liabilities (enter total of Column B in Liabilities Table; Section B) $________
TOTAL NET WORTH (Total Assets minus Total Liabilities)
(excluding contingent assets and liabilities)                               $========
D. CONTINGENT ASSETS AND LIABILITIES
INSTRUCTIONS:
If you have any POSSIBLE assets (income potential, accrued vacation or sick leave, bonus, inheritance,
etc.) or POSSIBLE liabilities (possible lawsuits, future unpaid taxes, contingent tax liabilities, debts
assumed by another), you must list them here.

------------------------------------------------------------------------------------------------
                        A                              B                       C
                 Contingent Assets                                          Nonmarital
                                                  Possible Value       (✓ correct column)
                                                                      ------------------------
✓ the box next to any contingent asset(s) which you
are requesting the judge award to you.                                    husband    wife
------------------------------------------------------------------------------------------------
[]                                                $
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
Total Contingent Assets                           $________
================================================================================================
*424
                        A                                  B                       C
                 Contingent Liabilities                 Possible               Nonmarital
                                                         Amount          (✓ correct column)
                                                                        ------------------------
✓ the box next to any contingent asset(s) which you   Owed
believe you should be responsible.                                    husband    wife
------------------------------------------------------------------------------------------------
[]                                                $
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
[]
------------------------------------------------------------------------------------------------
Total Contingent Liabilities                      $______
------------------------------------------------------------------------------------------------

E. CHILD SUPPORT GUIDELINES WORKSHEET. Florida Family Law Rules of Procedure Form 12.902(e), Child Support Guidelines Worksheet, MUST be filed with the court at or prior to a hearing to establish or modify child support. This requirement cannot be waived by the parties.

[✓ one only] ___ A Child Support Guidelines Worksheet IS or WILL BE filed in this case. This case involves the establishment or modification of child support. ___ A Child Support Guidelines Worksheet IS NOT being filed in this case. The establishment or modification of child support is not an issue in this case. I certify that a copy of this financial affidavit was: ( ) mailed, ( ) faxed and mailed, or ( ) hand delivered to the person(s) listed below on {date} _______________. Other party or his/her attorney: Name: ____________ Address: ____________ City, State, Zip: ___________ Fax Number: ______________

I understand that I am swearing or affirming under oath to the truthfulness of the claims made in this affidavit and that the punishment for knowingly making a false statement includes fines and/or imprisonment.

Dated: _______ _________________ Signature of Party Printed Name: __________ Address: ___________ City, State, Zip: ________ Telephone Number: ___________ Fax Number: ____________ STATE OF FLORIDA COUNTY OF ______ Sworn to or affirmed and signed before me on ___________ by __________ _________________ NOTARY PUBLIC or DEPUTY CLERK _________________ [Print, type, or stamp commissioned name of notary or deputy clerk.] ___ Personally known ___ Produced identification Type of identification produced ________

IF A NONLAWYER HELPED YOU FILL OUT THIS FORM, HE/SHE MUST FILL IN THE BLANKS BELOW: [fill in all blanks]

I, {full legal name and trade name of nonlawyer}, _______________, a nonlawyer, located at {street} ___________, {city} _______, {state} ______, {phone} _______, helped {name} _________________, who is *425 the [✓ one only] ___ petitioner or ___ respondent, fill out this form.

INSTRUCTIONS FOR FLORIDA SUPREME COURT APPROVED FAMILY LAW FORM 12.902(i), AFFIDAVIT OF CORROBORATING WITNESS

When should this form be used?

This form may be used to prove residency in a dissolution of marriage proceeding. To get a divorce in Florida, either the husband or the wife must have lived in Florida for at least 6 months before filing the petition. Residency may be proved by a valid Florida's driver's license, Florida identification card, or voter's registration card (issue date of document must be at least 6 months before the date the case is actually filed with the clerk of the circuit court), or the testimony or affidavit of someone other than you or your spouse. This form is used to prove residency by affidavit. The person signing this form must know that you have lived in the State of Florida for at least 6 months before the date you filed your petition for dissolution of marriage.

This form should be typed or printed in black ink, and signed in the presence of a notary public or deputy clerk. After completing this form, you should file the original with the clerk of the circuit court in the county where the petition was filed and keep a copy for you records.

What should I do next?

A copy of this form must be mailed or hand delivered to the other party in your case, if it is not served on him or her with your initial papers.

Where can I look for more information?

Before proceeding, you should read "General Information for Self-Represented Litigants" found at the beginning of these forms. The words that are in "bold underline" in these instructions are defined there. For further information, see section 61.021, Florida Statutes or section 61.052(2), Florida Statutes.

Special notes . . .

Remember, a person who is NOT an attorney is called a nonlawyer. If a nonlawyer helps you fill out these forms, that person must give you a copy of a Disclosure from Nonlawyer, Florida Family Law Rules of Procedure Form 12.900(a), before he or she helps you. A nonlawyer helping you fill out these forms also must put his or her name, address, and telephone number on the bottom of the last page of every form he or she helps you complete.

IN THE CIRCUIT COURT OF THE _____ JUDICIAL CIRCUIT, IN AND FOR _____ COUNTY, FLORIDA DA Case No.: _______ Division.: _________ _____________, Petitioner, and _____________, Respondent.

AFFIDAVIT OF CORROBORATING WITNESS

I, {full legal name} ________, being sworn, certify that the following statements are true: I have known {name} __________ since {approximate date} _______; to the best of my understanding the petition in this action was filed on {date} ______; and I know of my own personal knowledge that this person has resided in the State of Florida for at least

*426 6 months immediately before {date} ______.

I understand that I am swearing or affirming under oath to the truthfulness of the claims made in this affidavit and that the punishment for knowingly making a false statement includes fines and/or imprisonment.

Dated: ______ ________________ Signature of Corroborating Witness Printed Name: __________ Address: __________ City, State, Zip: ________ Telephone Number: ________ STATE OF FLORIDA COUNTY OF _____ Sworn to or affirmed and signed before me on ___________ by __________. ________________ NOTARY PUBLIC or DEPUTY CLERK ________________ [Print, type, or stamp commissioned name of notary or clerk.] ___ Personally known ___ Produced identification Type of identification produced _________

IF A NONLAWYER HELPED YOU FILL OUT TEES FORM, HE/SHE MUST FILL IN THE FLANKS BELOW: [fill in all blanks]

I, {full legal name and trade name of nonlawyer} ______________, a nonlawyer, located at {street} _____, {city} _______, {state} _______, {phone} _____, helped {name} ____________, who is the affiant, fill out this form.

NOTES

[1] Other minor editorial changes, in addition to the amendments proposed by the committee, have also been made to the subject forms.