Edward R. Weinstein, Esq.Edward R. Weinstein, Esq.

In I Divorce In New Jersey, What Type Of Questions Will I Be Asked? part 2

OTHER EMPLOYMENT OR RETIREMENT BENEFITS

33. Has the _________________ participated in any retirement or pension plan benefits to which you are entitled at retirement age, IRA, KEOGH, 401(K), SEP, profit-sharing plan, or other retirement accounts other than those set forth in any preceding Interrogatory regarding employee benefits from your present employer?

If your answer is "yes", please set forth for each account or plan

a. The nature of the account or plan.

b. If a pension or retirement plan (KEOGH, 401(K), 403(b), savings plan, profit-sharing, etc.), state:

1. The name and address of each employer.

2. The name and address of the plan administrator.

3. The full name of the plan.

4. Your membership number in the plan.

5. The date you began participation in the plan.

6. The date that your participation in the plan was terminated (if applicable).

7. The amount of your monthly pension payment which you would receive at the age of 65 if you terminated your employment in the same year that the divorce complaint was filed in this action.

8. The normal retirement age/date.

c. If an IRA, state:

1. The full name of the account.

2. The account number.

3. The name and address of the entity holding the account or plan.

4. The date you began contributing.

d. The amounts of pre-tax and post-tax dollars respectively, that have been contributed to your plan or account over the marriage.

e. The value of your interest in the plan (if any) on the date of your marriage to your current spouse.

f. The balance or value of your interest in the plan as of the date of the filing of the divorce complaint in this action.

g. The date you last participated in the plan.

h. The source of the money invested in such plan.

i. If you have withdrawn any money or securities or other value from this plan during this marriage, state when, how much, and how you disposed of the money or value so withdrawn.

j. The value of the plan or account on the date of filing of the complaint for divorce in this action.

ATTACH A COPY OF YOUR MOST RECENT STATEMENT OF BENEFITS, ACCOUNT STATEMENT OR OTHER DOCUMENTS RECEIVED BY YOU IN THE LAST YEAR RELATING TO YOUR INTEREST IN SUCH PLAN UNDER THE PLAN AND A COPY OF THE PLAN ITSELF IF A RETIREMENT PLAN OR PENSION OR STATEMENT OF THE ACCOUNT IF AN IRA.

OTHER SECURITIES OR OWNERSHIP PLANS

34. Are you eligible and have you participated in any stock ownership plan, stock option plan or other plan by which you acquire securities or an ownership interest in an employer other than that set forth in your answers to the previous Interrogatories?

If your answer is "yes", please state:

a. The date that your participation in this plan began.

b. The date that your participation in this plan terminated (if applicable).

c. If you have withdrawn any money or securities from this plan or otherwise disposed of any value in this plan during this marriage, state when, how much, and how you disposed of the proceeds so withdrawn?

d. The total amount that you and/or your employer have contributed to this plan over the course of this marriage.

e. The value of this plan as of the date of the filing of the divorce complaint in this action

ATTACH A COPY OF YOUR MOST RECENT EMPLOYEE BENEFIT STATEMENT ADDRESSING YOUR BENEFITS UNDER THIS PLAN, AND A COPY OF THE PLAN ITSELF.

OTHER INCOME

35. Has the _________________ received any income from any other source during this marriage, or do you now receive income from any other source, (whether returnable or not) other than what is set forth in your answer to the preceding Interrogatories?

If your answer is "yes", please set forth:

a. The gross yearly income.

b. The name and address of the source of the income.

c. Whether is was earned or unearned.

d. The nature of the services rendered or product sold for the income, or the nature of the investment or entity from which you received the income

e. How much of such income you have received in the last calendar year?

f. The total you have received from the beginning of this year-to-date from any such source.

g. Your current rate of income from any such source.

h. Taxes paid to any and all government entities of any country.

ATTACH ANY AND ALL DOCUMENTS RELATING TO SUCH INCOME.

TAX RETURNS

36. Attach copies of all tax returns, schedules, addenda and supplements filed with any governmental entity for income received during the past three (3) years.

TAX ADJUSTMENTS

37. Set forth in detail any and all adjustments you have made with the State of New Jersey or the United States during the last twelve (12) months with respect to any tax returns you have heretofore filed.

AUDIT

38. Submit copies of any audit adjustments or similar documents you have received from the State of New Jersey or the United States in connection with your answer to preceding Interrogatory #37.

ASSETS

BANK ACCOUNTS IN YOUR NAME

39. During the past three (3) years, has the _________________ maintained any checking, savings, money market, cash management or other cash accounts in your name, either jointly or individual?

If your answer is "yes", set forth:

a. The name and address of the bank or institution where each account is maintained and each account number.

b. The date the account was opened.

c. The name under which account maintained.

d. The name and address of any other person(s) who had power of signature on any such account.

e. The balance on the date of the filing of the divorce complaint in this action.

f. The balance of each account as of the date of these answers to Interrogatories.

g. If any such account was terminated (closed) the date closed, balance on that date and the disposition of funds.

h. The total amount of deposits made to such account(s) for each month for the past three (3) years.

ACCOUNTS IN ANOTHER NAME

40. During the past five (5) years and up to the present time, have there been any bank accounts on which your name did not appear in which you deposited any money and/or from which you have withdrawn money by check or other means?

If your answer is "yes", please set forth:

a. The name and address of the bank where the account is maintained and the account number.

b. The name under which the account is maintained.

c. The date when account opened and closed (if applicable).

d. Amount of money deposited in each account by you.

e. Dates amount of money withdrawn.

f. Amount of withdrawal.

g. The balance of the account as of the date of these answers to Interrogatories and the date upon which the divorce complaint was filed in this action.

h. The amount or portion of the account which belongs to you.

ATTACH ALL RECORDS SET FORTH IN THE ABOVE INTERROGATORY.

DEPOSITS/WITHDRAWALS

41. As to any and all bank accounts referred to in the above Interrogatories, please state:

a. Set forth all deposits and withdrawals made in the past thirty-six (36) months from these accounts, including date of deposit, payor and amount, date of withdrawal, purpose of withdrawal and amount or in the alternative;

b. Submit copies of any and all deposit and withdrawal slips and savings registries for the last thirty-six (36) months from such accounts accompanied by information identifying the source of deposit and the purpose of withdrawals.

c. Attach copies of all passbooks, account statements, etc.

CHECKS

42. Set forth all personal checks that the _________________ has executed during the past three (3) years, including the number of check, date of check, payee and amount, or in the alternative; submit copies of any and all checks and check registries for the last thirty-six (36) months from such accounts.

MONEY FUNDS

43. Set forth any money market funds, or bank or U.S. Treasury Securities or Certificates, owned by the _________________ as of the date the divorce complaint was filed in this action, and set forth the value(s) thereof on that date.

ATTACH COPIES OF ANY STATEMENTS FOR THE PAST THREE (3) YEARS.

ACCOUNTS HELD IN TRUST

44. During the past three (3) years, have you had any bank accounts or other cash accounts which you held in trust for anyone else or over which you have a power of signature?

If your answer is "yes", please set forth:

a. The name and address of each bank/institution where the account is maintained and the account number.

b. The date on which the account was opened.

c. The source of the deposits in the account.

d. The name and address of each beneficiary who has an interest in the account or under which the account is maintained.

e. Whether or not any beneficiary of the account is related to you and if so, the relationship.

f. If any changes were made in the name of account, state change made and date of change.

g. If account closed, state date of closing.

h. Balance in account on date of filing of divorce complaint in this action.

REAL ESTATE

45. With regard to any real property owned by you, or in which you have any interest, by title or equitable or otherwise through the course of the marriage, list such real property setting forth specifically:

a. The location and a description of such property, including legal address, if any.

b. The date of acquisition.

c. The identity of the person(s) or entity from whom acquired.

d. The names and addresses of all owners and/or co-owners of record.

e. The detailed nature and extent of your interest in the property.

f. The method of acquisition (gift, bequest, purchase or otherwise).

g. If purchased, the price when you paid for the property.

h. If purchased, state the amount and source of the down payment and purchase showing contributions of both spouses.

i. An itemization of any capital improvements which you have made to the property while you have owned it, including a description of each improvement made, the date made, and the cost of each improvement.

j. The present fair market value of such interest.

k. The name and address of any mortgagee, judgment creditor or other lien holder and the outstanding principal balances owned.

l. The present outstanding balance or amount of any lien, judgment, mortgage or other encumbrance.

m. The amount of income, if any, that you have received from this property over the last three (3) years.

n. The current rate of income, if any, received from this property.

o. The expenses of the property, including but not limited to the mortgage, taxes, insurance, repairs, etc. (Please itemize)

p. If any real property interest detailed above is currently not owned by you, state:

1. The date of transfer.

2. The identity of the person(s) or entity to whom transferred.

3. All consideration(s) received for such transfer.

q. Identity any and all appraisals of this real property and/or of our interest in it and annex a copy of same.

r. If anyone has ever valued this real property and/or your interest therein for any purpose or for any financial statement, state:

1. The date of each such valuation.

2. The value stated for each interest in each property.

3. The identity of each document setting forth each such valuation

4. The identity of the preparer(s) of each such document.

5. Annex a copy of each document, and true copies of any deeds, etc.

RENTAL PROPERTY

46. Has the _________________, during the past ten (10) years, received any income from the rental of any real property in which you owned or had an interest in?

If your answer is "yes", please set forth:

a. The location and description of each parcel of realty including zoning of the property.

b. A general description of each building and improvement on each parcel including number of rental units.

c. The rent paid by each unit and the total amount received as rent for each of the last ten (10) years.

d. The total amount of expenses, excluding depreciation or depletion, incurred as a result of the rental of each parcel.

e. The name and address of each person(s) having custody of any books of account or other records in connection with the rentals received and expenses incurred for each parcel.

ATTACH LEASES OR COPIES OF SUCH LEASES

REAL ESTATE CONTRACTS

47. If you have executed any contracts to buy or sell real property on your own behalf, on behalf of any other individual, partnership, firm, or other entity within the last five (5) years, indicate the location of the property, the terms of the sale, and whether you are the purchaser or seller, and the name of the other parties or party. Attach a copy of each such contract.

PUBLICLY LISTED STOCKS OWNED AS OF DATE OF DIVORCE COMPLAINT, INCLUDING MUTUAL FUNDS

48. Itemize any publicly listed stocks owned and held by you individually, jointly, as tenant in common, as trustee or custodian for any other person(s) or under the Uniform Gift to Minors Act, or as beneficiary or cestui qui trust or in which you hold a beneficial interest as of the date of the filing of the divorce complaint in this action.

As to each share of stock, set forth

a. Date of purchase or acquisition.

b. Purchase price, if purchased.

c. Method of acquisition if other than by purchase and consideration.

d. Name and address of broker or firm through which purchased.

e. Date sold or otherwise disposed of.

f. If sold, sales price.

g. If sold, name and address of broker through whom sold or person(s), firm or corporation to whom sold, if not through broker.

h. If disposed of other than by sale, date of disposition, method of disposition, consideration received and name and address of person(s), firm or corporation to whom transferred.

i. The name or names in which each of said shares of stock were registered.

j. If you have acquired or disposed of any securities since that date, also set forth a list of securities currently held by you.

STOCK OWNED WITHIN THE PAST THREE (3) YEARS

49. Set forth, a list of all other stock, including mutual funds, acquired by you either individually, jointly, as trustee or custodian for any other person(s), or as beneficiary or cestui qui trust or in which you hold a beneficial interest, in the three (3) years prior to the filing of the divorce complaint in this action, which you did not list in Interrogatory #48.

With regard to each such stock, set forth

a. Date of purchase or acquisition.

b. Number of shares and purchase price, if purchased.

c. Number of shares and method of acquisition if other than by purchase and consideration therefore.

d. Name and address of broker through whom purchased or name and address of firm or corporation from whom acquired.

e. Date sold or otherwise disposed of.

f. If sold, number of shares disposed of, the sales price per share, and the total sales price.

g. If sold, name of broker through whom sold or person(s), firm or corporation to whom sold, if not through a broker.

h. If disposed of other than by sale, date of disposition, method of disposition, number of shares consideration received therefore per share, and in total, and name and address of person(s), firm or corporation to whom transferred.

i. If sold or disposed of, how proceeds were spent or otherwise disposed of.

j. The name or names in which each of said shares of stock were registered.

STOCK IN CLOSELY HELD/NON-PUBLICLY LISTED CORPORATIONS

50. Does the _________________ own or have you owned in the past three (3) years any stock in a non-publicly listed or closely held corporation?

If your answer is "yes", set forth or attach the following:

a. The name of the corporation.

b. The amount of stock which you hold, both in terms of numbers of shares and percentages of the total outstanding stock of the corporation.

c. Attach copies of all financial statements (assets and liabilities) for the corporation within the last three (3) calendar years.

d. Attach copies of any buy-sell agreements existing between the shareholders of the corporation.

STOCK RECORDS

51. State the names and addresses of all persons having knowledge of all transactions described in Interrogatories 48, 49, and 50. Attach copies of all writings or documents evidencing such transactions.

DIVIDENDS

52. Itemize the dividends which you have received from the stock in Interrogatories 48, 49, and 50 in each of the last three (3) calendar years.

STOCK OPTIONS

53. Do you presently hold any options for the purchase of any stock?

If your answer is "yes", set forth:

a. The stock subject to such option.

b. The option price.

c. The terms of or any restriction(s) on the option(s).

BONDS OWNED AT TIME DIVORCE COMPLAINT WAS FILED

54. List all bonds, including United States Savings Bonds, corporate bonds, municipal bonds or any other type of bond, owned or held by you on the date of the filing of the divorce complaint, whether held in your name individually, jointly, as trustee or custodian for any person(s), or as beneficiary or cestui qui trust, or in which you have any beneficial interest. As to each such bond set forth:

a. Date of purchase or acquisition.

b. Purchase price, if purchased.

c. Method of acquisition if other than by purchase and consideration therefor.

d. Value at date of acquisition.

e. Name and address of broker from whom purchased or name and address of person(s), firm or corporation from whom acquired.

f. Name of person(s) whose names appeared on bonds.

g. If sold, sales price, date of sale and name and address of broker through whom sold or name and address of person(s), firm or corporation to whom sold, if not through broker.

h. If disposed of other than by sale, date of disposition, method of disposition, consideration received therefor and name and address of broker through whom disposed of or name and address of person(s), firm or corporation to whom transferred. If you have acquired or disposed of any bonds since that date, also set forth a list of securities currently held by you.

BONDS OWNED DURING LAST THREE (3) YEARS

55. Set forth a list of all other bonds, including United States Savings Bonds, corporate bonds, municipal bonds, or any other type of bond(s), acquired by you in the three (3) years prior to the filing of the divorce complaint, whether in your name individually, jointly, as trustee or custodian for any person(s) or as beneficiary or cestui qui trust or in which you have any beneficial interest. With regard to the listed bonds, set forth:

a. Date of purchase or acquisition.

b. Purchase price, if purchased.

c. Method of acquisition if other than by purchase and consideration.

d. Value at date of acquisition.

e. Name and address of broker from whom purchased or name and address of person (s), firm or corporation, from whom acquired.

f. Name of person(s) whose names appeared on bonds.

g. If sold, sales price, date of sale and name and address of broker through whom sold or name and address of person, firm, or corporation to whom sold, if not through broker.

h. If disposed of other than by sale, date of disposition, method of disposition, consideration received and name and address of broker through whom disposed of or name and address of person(s), firm or corporation to whom transferred.

BONDS RECORDS

56. State the names and addresses of all persons having knowledge of all transactions described in Interrogatories 54 and 55 above. Attach copies of all writings or documents evidencing such transactions.

57. Are there any safety deposit boxes, vaults, safes or other places of deposit and safekeeping (hereinafter referred to as deposit) in your name or for which you hold power of attorney or in which you have deposited any money, documents, or other items of personal property during the last five years? If so, for each place of deposit, state:

(a) the name and address of the depository institution;

(b) the number or other means of identification of the deposit;

(c) the name and address of each person authorized to enter the deposit;

(d) the date the deposit was commenced;

(e) the date the deposit was terminated;

(f) the contents of each safety deposit box, vault, or safe as of the date these Interrogatories were propounded;

(g) if you removed any items from said place of safekeeping during the past five years, set forth the items.

(h) set forth the number of times during the past year that you opened the safe deposit box, the approximate dates and reasons for same.

VEHICLES

58. During the past three (3) years have you had any interest in or have you had the use of any vehicles, including but not limited to automobiles, trucks, campers, trailers, mobile homes, motorcycles, snowmobiles, boats, four-wheelers, and/or airplanes?

If your answer is "yes", please set forth

a. The nature of each vehicle.

b. Your interest therein.

c. The name in which the vehicle is registered.

d. The make, model and year of each vehicle.

e. The price paid and the date acquired.

f. The principal operator or operators of the vehicle since its purchase, if any.

g. The present location of the vehicles.

h. The name and address of co-owners of any owner other than yourself of any vehicles of which you have the use and the percentage ownership of each owner.

i. The fair market value of each vehicle or conveyance as of the date of filing of the divorce complaint in this action.

j. Whether any of these vehicles or conveyances is used by you or any other person(s) for personal or business purposes.

k. The names and address of the legal owner and registered owner, if different.

l. The amount of any loan secured by any such vehicle or conveyance on the date of filing of the divorce complaint in this action, the balance due, the names of the person(s), bank or other financial institution holding the loan and the account number.

ANIMALS

59. Does the _________________ own or have owned within the past three (3) years, any horses or other animals with a value of excess of two-hundred fifty dollars ($250.00)?

If you answer is "yes", please set forth:

a. The date of purchase and purchase price of the animal.

b. The type of animal.

c. The market value at the time of filing of the divorce complaint in this action.

d. The names and addresses of any co-owners and the percentage of their interest in same.

e. If sold, the date of sale, consideration received, and to whom sold.

PERSONAL PROPERTY

60. Have you at any time within the past five (5) years, taken an inventory of your personal property?

If your answer is "yes", for each inventory set forth:

a. The date of the inventory.

b. The name and address of each person(s) who took the inventory or supervised the taking of the inventory.

c. The name and address of each person(s) having possession of a copy of the inventory.

d. The total dollar value of your property stated in the inventory.

e. Whether the inventory was taken at cost, market or other valuation.

f. Why each inventory was taken.

g. Whether the inventory was of personal or business property.

ATTACH HERETO COPIES OF EACH SAID INVENTORY. Itemize and give your best estimate of current value of any items of personal property acquired by you and/or your spouse since the inventory was prepared. If no inventory has been taken, itemize your personal property and give your best estimate of its present value.

PERSONAL PROPERTY REMOVED

61. List every item of personal property which the _________________ removed from the former marital home, and also state the value of each item, the date it was removed, and the source of its acquisition.

FURS/JEWELRY

62. As to each and every kind of jewelry or furs owned by the _________________ during the past three (3) years, state:

a. A complete and detailed description of each such item.

b. The date of acquisition.

c. The method of acquisition.

d. The identity of the person(s) or entity from whom acquired.

e. The fair market value of each such item at the time of acquisition.

f. The present fair market value of each such item.

g. The present location of each such item.

ARTWORK/COLLECTIONS

63. Do you own or have you owned in the last three (3) years, any interest in any object of art, including but not limited to paintings, sketches, drawings, prints, lithographs, sculpture and any and all other forms of art work, or collections (guns, stamps, coins, etc.) or other collector's item that is not set forth in any of your above answers?

If your answer is "yes", please set forth:

a. A complete and detailed description of each such object or collection, (artist's name, the origin of the work, date of the work, what each object depicts and any and all other identifying date) or collection (type, number of items, and all other identifying date).

b. A complete and detailed description of the nature of your interest.

c. The date of acquisition.

d. The method of acquisition.

e. The identity of the person(s) or entity from whom acquired.

f. The fair market value of each such item at the time of acquisition.

g. The present fair market value of each such item.

h. The source of funds used to acquire each item.

i. The value of the item on the date of the filing of the divorce complaint in this action.

ATTACH A COPY OF ANY APPRAISAL THAT YOU HAVE OBTAINED AT ANY TIME FOR EACH ITEM.

ARTWORK TRANSFERRED

64. As to each and every item listed above in Interrogatory #63 that have been transferred from you during the past three (3) years, please state:

a. Which of the above items was transferred.

b. The date of transfer.

c. The identity of the person(s) or entity to whom transferred.

d. The method of transfer.

e. The consideration received for each such transfer.

ARTWORK VALUATION

65. If anyone has ever valued any such item and/or your interest therein for purposes of loans, mortgage, financial statements, statements of assets or net worth or for purposes of taxation or transfer, please state:

a. The date of each such valuation.

b. The value stated for each interest in each item.

c. The identity of each document setting forth each such valuation.

d. The identity of the preparer(s) of each such document.

e. Attach a copy of each appraisal.

FURNITURE AND HOUSEHOLD GOODS

66. As to each and every item of furniture or household goods with a value in excess of two-hundred fifty dollars ($250.00) to which you claim an interest, please state:

a. A complete detailed description of each such item.

b. Its present location.

c. Which such items, if any, have unique or other value greater than used furnishings.

d. The date of acquisition.

e. The identity of the person(s) or entity from whom acquired.

f. The fair market value of each item at the time of acquisition.

g. The present fair market value of each item.

TRANSFERRED FURNITURE AND HOUSEHOLD GOODS

67. As to each and every item listed above that has been transferred from you during the past three (3) years, please state:

a. Which of the above items was transferred.

b. The date of transfer.

c. The identity of other person(s) or entity to whom transferred.

d. The method of transfer.

e. The consideration received for each such transfer.

VALUATION OF FURNITURE AND HOUSEHOLD GOODS

68. If anyone has ever valued any such item and/or your interest therein for purposes of loans, mortgages, financial statements, statements of assets or net worth, or for purposes of taxation or transfer, please state:

a. The date of each such valuation.

b. The value stated for each interest in each item.

c. The identity of each document setting forth each such valuation.

d. The identity of the preparer(s) of each such document. Attach a copy of each such document.

PATENTS, COPYRIGHTS, ROYALTIES, ETC.

69. During the past five (5) years and up to the present time, have you or did you ever have any interest in pending or existing patents, copyrights, royalty rights, trademarks or similar rights?

If your answer is "yes", please set forth:

a. The identification number, name, where and when filed.

b. The brand name which utilized your invention.

c. The names and addresses of any party(ies) to any transaction related to the sale and/or licensing of your rights and your financial arrangements with them.

d. The names and addresses of all parties who made offers or solicitation of offers to purchase or obtain licensing rights to your inventions, the amount of money or arrangements proposed and the dates of said offers.

e. All patent lawyers used by you during the past twenty (20) years.

ATTACH COPIES OF ALL CONTRACTS RELATED TO THE RECEIPT OF ROYALTIES OR THE SALE OR LICENSING OF PATENTS OR SIMILAR RIGHTS.

f. For each of the past five (5) years, state the amount of money earned from each of your patent rights or other inventions.

g. List the value of all patents.

OTHER PROPERTY

70. Does the _________________ own or have any kind of ownership interest in any other kind of property, real or personal, tangible or intangible, having a value of over $200.00?

If your answer is "yes", please set forth:

a. The nature and value of each such property.

b. The date of acquisition, purchase price, and the source of funds used for acquisition.

c. The extent of your ownership interest, and the nature and balance of any lien on the property.

TRANSFERS

71. Have you at any time within the last vie (5) years transferred, conveyed of disposed of any property either by sale, gift, or otherwise, other than the assets described above in these Interrogatories?

If your answer is "yes", for each disposition, please set forth:

a. A description of the property disposed of.

b. The date of disposition.

c. The name and address of each person(s) to whom disposition was made.

d. The amount of any consideration you received for such disposition.

VALUATION

72. If anyone has ever valued any such items and/or your interest therein for purposes of loans, mortgages, insurance, financial statements, statements of assets or net worth, or for purposes of taxation or transfer, please set forth:

a. The date of each such valuation.

b. The price which was paid for such asset(s).

c. The source of fund(s) used by you toward the purchase of these assets, and if the existence of funds prior to the date of your marriage is evidenced by any bank deposit book, checking account or other documentation, attach a copy of such documentation.

d. If purchased, the amount which you contributed toward the purchase of such asset(s) from funds which you contend were owned, acquired, held or maintained by you prior to the date of your marriage.

e. The value of such assets on the date of your marriage.

f. The value of such assets on the date the divorce complaint was filed in this action

ASSETS ACQUIRED PRIOR TO MARRIAGE

73. Do you presently own any asset individually or jointly with your spouse with you contend was acquired or purchased by you with funds which you had accumulated, acquired, held or maintained, prior to the date of your marriage?

If your answer is "yes", please set forth

a. A complete description of each such asset(s) and the date it was acquired.

b. The price which was paid for such asset(s).

c. The source of fund(s) used by you toward the purchase of these assets, and if the existence of funds prior to the date of your marriage is evidence by any bank deposit book, checking account or other documentation, attach a copy of such documentation.

d. If purchased, the amount which you contributed toward the purchase of such asset(s) from funds which you contend were owned, acquired, held or maintained by you prior to the date of your marriage.

e. The value of such assets on the date of your marriage.

f. The value of such assets on the date the divorce complaint was filed in this action.

EXCLUDED ASSETS

74. Does the _________________ contend that any asset(s) owned by you individually or jointly with your spouse should not be subject to equitable distribution in connection with this action?

If your answer is "yes", please set forth:

a. A complete description of such asset(s).

b. The date and source of the acquisition of such asset(s).

c. All facts upon which you will rely in support of your contention that these assets are not subject to equitable distribution.

INHERITED PROPERTY

75. Since the date of your marriage, have you received any interest in any property by reason of the death of another (e.g. inheritance of descent)?

If your answer is "yes", please set forth for each such item of property received:

a. The name of the person or estate from whom inherited.

b. The date and place of death of the person.

c. The executor(s) or administrator(s).

d. The names of the estate's attorneys, counselors, or other persons acting in a similar capacity on or behalf of the estate.

e. Name and address of the Court Administering such estate.

f. Whether you and/or your spouse were a beneficiary.

g. A detailed description of each and every item or thing of value (legal or beneficial) received from such estate.

h. The fair market value of each such item(s) at the time it passed to you or your spouse.

i. Each such item's present fair market value and location.

j. The identity of all tax returns or other statements prepared for, or filed with, any governmental body relating to such estate.

k. The identity of the preparer(s) of each such return or statement.

l. If you are not presently in possession of any property received by reason of death of another, state in detail how you expended or transferred such property.

m. If the person(s) from whom such inheritance(s) were received dies testate, attach a copy of the entire Will and any and all codicils or other addenda.

n. If the person(s) from whom such inheritance(s) were received died testate, state which jurisdictional laws (and what specific laws) governed each estate.

76. If you anticipate a bequest or inheritance in the future, list the names of any donors or testators and the anticipated gifts.

77. Is the _________________ named as a beneficiary in any Wills?

If so, state the name and address of the person mailing the bequest and the nature and extent of the bequest.

If you are a contingent beneficiary, set forth the name of the decedent, date of death, place of death, nature and amount of continent interest and attach a copy of the Will and/or trust agreement.

TRUST PROPERTY

78. Please set forth, with particularity:

a. Any estates or trusts in which you have either a legal or beneficial interest, the amount of such interest in the estate or trust, and the date(s) when funds have or will be disbursed.

ATTACH COPIES OF ANY INSTRUMENT RELATING TO SUCH ESTATE OR TRUST.

b. The names and addresses of all persons having knowledge of the facts set forth in the answer to Interrogatory 78A above, together with the general substance of their knowledge.

c. Whether there are in existence any letters, books, documents, written memoranda or other tangible things in any way touching upon, discussing or pertaining to any of the matters referred to in the answers to Interrogatories 78A and 78B above, and if so, state the description, nature, custody, contents and locations of the same, including, but without limitation, the date of each, and the name and address or recipient thereof.

d. In lieu of answering this Interrogatory, or any part hereof, attach a copy of each such document or writing and in accordance with the Rules of Civil Practice (R.4:17-4(a)), attach a copy of any writing identified in the answer to Interrogatory 78C above, or if the report or any part thereof was oral, set forth in detail the substance of said report.

OTHER ITEMS TO BE RECEIVED

79. If any item or thing of value is currently being held by any estate, trust, representative of any estate or trust or by any co-beneficiary which you expected to receive or why you have the right to receive now or in the future, please set forth:

a. The nature of each such item(s) or interest.

b. The present value of your interest in each.

c. The identity of the person(s) and/or entity currently possessing and/or controlling such item(s) or interest.

d. The identity of all documents governing the disposition of each such item(s) or interest.

e. Attach a copy of each such document(s).

f. If any account or other form of statement, either formal or informal, has ever been rendered to you, to your agents, to any other beneficiary or to any Court or legal tribunal, set forth:

1. Identify each such accounting or statement.

2. Attach a copy of each such accounting or statement.