Pennsylvania Sample Letter for Divorce or Separation - Request to Account for Property

• Category: Letters - Legal - Divorce
• State: Multi-State
• Control #: US-0323LTR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Recipient's Name] [Recipient's Address] [City, State, ZIP] Subject: Request to Account for Property — Divorce or Separation Dear [Recipient's Name], I hope this letter finds you well. I am writing to formally request that we engage in a comprehensive accounting and inventory of our shared marital property as part of our ongoing divorce or separation proceedings. As per the laws of the state of Pennsylvania, it is crucial to ensure a fair and equitable distribution of our assets. To facilitate this process, I kindly request that you cooperate by providing the necessary supporting documentation, complete disclosures, and any other relevant information related to our shared property. It is imperative that both parties thoroughly account for all assets, liabilities, and financial interests involved in order to reach a just resolution. To streamline the inventory process, I suggest organizing the requested information into the following categories as applicable: 1. Real Estate Property: — Primary Residence: Please provide copies of ownership documents, mortgage statements, property appraisals, and recent tax assessments for our shared primary residence. — Investment Properties: If there are additional properties owned by either or both of us, please include relevant documentation, such as property deeds, appraisals, rental agreements, and income/expense statements. 2. Financial Assets: — Bank Accounts: Submit statements for all joint and individual bank accounts held, including savings, checking, certificate of deposit (CD), and money market accounts. — Retirement Accounts: Provide details of any individual retirement accounts (IRAs), 401(k)s, pensions, or other retirement savings plans held separately or jointly. — Investment Accounts: Include statements for stocks, bonds, mutual funds, brokerage accounts, or any other investment instruments owned individually or jointly. — Life Insurance Policies: Share information regarding any existing life insurance policies, including policy statements and current cash values. — Other Assets: If there are any additional financial assets, such as trusts, annuities, stocks, or bonds, please disclose relevant information. 3. Personal Property: — Vehicles: Include details on all vehicles (cars, motorcycles, boats, etc.) owned by either party, including VIN numbers, registration documents, loan statements, and appraisals. — Household Items: Specify significant household items, furniture, electronics, appliances, jewelry, and any other valuable items that require equitable distribution. — Collections: If either of us possesses collectibles, antiques, artwork, or other valuable collections, please provide appraisals or any documentation supporting their worth. 4. Debts and Obligations: — Mortgages: Present statements for any outstanding mortgages or home equity loans pertaining to jointly owned properties. — Loans and Lines of Credit: Provide information on all loans, credit cards, personal lines of credit, and outstanding debts held individually or jointly. — Other Liabilities: Include details of any additional liabilities, such as student loans, tax debts, medical bills, or outstanding judgments. Please note that this list is not exhaustive but aims to encompass the essential components for a comprehensive property accounting. If there are any additional assets or obligations not listed above, I kindly request that you include them as well. To ensure transparency and cooperation, it is advisable for both parties to seek independent legal advice during this process. Once we have compiled all the required information, we can discuss the most appropriate method for equitable distribution and work towards an amicable resolution. I believe that adhering to this request for an account of our shared property will facilitate a fair division and expedite the divorce or separation procedures. Let's strive to handle this matter with utmost sincerity and in compliance with the legal norms of Pennsylvania. Please respond to this letter within thirty (30) days of receipt to indicate your agreement and share the necessary documentation accordingly. In case of any concerns or to discuss further, feel free to contact me at [Phone Number] or via email at [Email Address]. Thank you for your attention to this matter. Sincerely, [Your Name]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Recipient's Name] [Recipient's Address] [City, State, ZIP] Subject: Request to Account for Property — Divorce or Separation Dear [Recipient's Name], I hope this letter finds you well. I am writing to formally request that we engage in a comprehensive accounting and inventory of our shared marital property as part of our ongoing divorce or separation proceedings. As per the laws of the state of Pennsylvania, it is crucial to ensure a fair and equitable distribution of our assets. To facilitate this process, I kindly request that you cooperate by providing the necessary supporting documentation, complete disclosures, and any other relevant information related to our shared property. It is imperative that both parties thoroughly account for all assets, liabilities, and financial interests involved in order to reach a just resolution. To streamline the inventory process, I suggest organizing the requested information into the following categories as applicable: 1. Real Estate Property: — Primary Residence: Please provide copies of ownership documents, mortgage statements, property appraisals, and recent tax assessments for our shared primary residence. — Investment Properties: If there are additional properties owned by either or both of us, please include relevant documentation, such as property deeds, appraisals, rental agreements, and income/expense statements. 2. Financial Assets: — Bank Accounts: Submit statements for all joint and individual bank accounts held, including savings, checking, certificate of deposit (CD), and money market accounts. — Retirement Accounts: Provide details of any individual retirement accounts (IRAs), 401(k)s, pensions, or other retirement savings plans held separately or jointly. — Investment Accounts: Include statements for stocks, bonds, mutual funds, brokerage accounts, or any other investment instruments owned individually or jointly. — Life Insurance Policies: Share information regarding any existing life insurance policies, including policy statements and current cash values. — Other Assets: If there are any additional financial assets, such as trusts, annuities, stocks, or bonds, please disclose relevant information. 3. Personal Property: — Vehicles: Include details on all vehicles (cars, motorcycles, boats, etc.) owned by either party, including VIN numbers, registration documents, loan statements, and appraisals. — Household Items: Specify significant household items, furniture, electronics, appliances, jewelry, and any other valuable items that require equitable distribution. — Collections: If either of us possesses collectibles, antiques, artwork, or other valuable collections, please provide appraisals or any documentation supporting their worth. 4. Debts and Obligations: — Mortgages: Present statements for any outstanding mortgages or home equity loans pertaining to jointly owned properties. — Loans and Lines of Credit: Provide information on all loans, credit cards, personal lines of credit, and outstanding debts held individually or jointly. — Other Liabilities: Include details of any additional liabilities, such as student loans, tax debts, medical bills, or outstanding judgments. Please note that this list is not exhaustive but aims to encompass the essential components for a comprehensive property accounting. If there are any additional assets or obligations not listed above, I kindly request that you include them as well. To ensure transparency and cooperation, it is advisable for both parties to seek independent legal advice during this process. Once we have compiled all the required information, we can discuss the most appropriate method for equitable distribution and work towards an amicable resolution. I believe that adhering to this request for an account of our shared property will facilitate a fair division and expedite the divorce or separation procedures. Let's strive to handle this matter with utmost sincerity and in compliance with the legal norms of Pennsylvania. Please respond to this letter within thirty (30) days of receipt to indicate your agreement and share the necessary documentation accordingly. In case of any concerns or to discuss further, feel free to contact me at [Phone Number] or via email at [Email Address]. Thank you for your attention to this matter. Sincerely, [Your Name]