N.D.R.Ct.
APPENDIX D. RULE 8.3 PRETRIAL CONFERENCE STATEMENT
STATE OF NORTH DAKOTA ) In District Court
County of ________________. ) __________ Judicial District
Civil No. __________
A.B., Plaintiff )
) N.D.R.CT. 8.3,
vs. ) PRETRIAL CONFERENCE
) STATEMENT
C.D., Defendant )
1. PERSONAL INFORMATION
Full Name _____________________
Present Mailing Address _____________________
_____________________
Employer _____________________
Street Address _____________________
City, State, Zip _____________________
Birth date and present age _____________________
Marriage Date _____________________
Separation Date
(Different Residences) _____________________
Date(s) of Temporary Order(s), if any _____________________
Minor children born to this marriage or who will be affected by this legal
action:
FULL NAME INITIALS
BIRTHDATE YEAR AGE LIVING WITH
_____________________________ __________ _________ ___________
_____________________________ __________ _________ ___________
_____________________________ __________ _________ ___________
_____________________________ __________ _________ ___________
Is the wife pregnant? ______ Yes ______ No. If yes, the due date is __________.
Are parenting rights and responsibilities of any child contested? ______ Yes ______ No. If
yes,
attach your proposed parenting plan proposal for custody and visitation
for each child for whom
custody is
contested.
2. EMPLOYMENT/INCOME
Provide the following data for each employer.
HUSBAND WIFE
A) Name of Employer ____________ ____________
Length of Employment ____________ ____________
Income Per Month:
(1) Gross income ____________ ____________
Guideline deductions:
Federal Income Tax ____________ ____________
State Income Tax ____________ ____________
FICA/Medicare ____________ ____________
Health Insurance for Children ____________ ____________
Union Dues ____________ ____________
Mandatory Retirement ____________ ____________
(2) Subtotal of Guideline Deductions ____________ ____________
(3) Net Income
(Line 1-Line 2) ____________ ____________
Other guideline considerations
Specify: ____________ ____________
(4) Subtotal of Other Deductions ____________ ____________
(5) NET TAKE HOME PAY ____________ ____________
(Line 3-Line 4) ____________ ____________
Tax withholding figures above are based upon ____________ ____________
Married or Single taxpayer with # of exemptions:
(Example M-4 or S-2)
B) Employment benefits: Identify all benefits in addition to wages including
bonuses paid or due, automobile or travel expense reimbursement, other
per diem compensation, memberships paid by the employer or in kind
benefits.
____________ ____________
C) Other Income:
(1) Public Assistance
Per Month (AFDC/GA) ____________ ____________
(2) Social Security, Including Child
Benefits, Per Month ____________ ____________
(3) Unemployment/Workers Comp. Per Month ____________ ____________
(4) Interest Income Per Month ____________ ____________
(5) Dividend Income Per Month ____________ ____________
(6) Other Income Per Month ____________ ____________
(7) Last Year's Tax Refunds Federal ____ Federal ____
State ______ State ______
3. CHILD SUPPORT/SPOUSAL SUPPORT
A) Child or spousal support established in separate proceeding:
(1) Is either party entitled to child or spousal support from a
separate proceeding?
Yes ___ No ___. If yes, for each party entitled to child or spousal
support, specify the amount: $________.
(2) Is either party required to pay child or spousal support from a
separate proceeding?
Yes ___ No ___. If yes, for each party required to pay child or
spousal support, specify the amount: $________.
B) Child or spousal support established by temporary order in this
proceeding:
(1) Is either party required to pay child or spousal support under a
temporary order in this proceeding?
Yes ___ No ___. If yes, specify the amount: Child Support
$________. Spousal Support $________.
(2) Is any arrearage claimed under an existing temporary order?
Yes ___ No ___. If yes, specify the amount: Child Support
$________. Spousal Support $________.
4. LIVING EXPENSES
Specify the amount of your total monthly expenses $______; and attach an
itemized list of your monthly expenses.
5. REAL PROPERTY: (For Each Parcel of Property)
1. Description of Property ________
(a) In Possession of ________
(b) Date Acquired ________
(c) Purchase Price $_______
(d) Present FMV (Date of Valuation) $_______
(e) First Mortgage Bal. $_______
(f) Second Mortgage Balance or Home Improvement Loan $_______
(g) Net Value $_______
(h) Monthly Payment $_______
(i) Income from Property $_______
6. BUSINESS/FARM ASSETS (For Each Asset)
1. Description of Asset ________
(a) In Possession of ________
(b) Date Acquired/Age ________
(c) Purchase Price $_______
(d) Present FMV (Date of Valuation) $_______
(e) Debt Balance $_______
(f) Net Value $_______
(g) Monthly Payment $_______
(h) Income from Property $_______
7. FINANCIAL ASSETS (For Each Asset)
1. Description of Asset ________
(a) In Possession of ________
(b) Date Acquired/Age ________
(c) Purchase Price $_______
(d) Present FMV (Date of Valuation) $_______
(e) Debt Balance $_______
(f) Net Value $_______
8. LIFE INSURANCE (For Each Policy)
a) Name of Company ____________________
b) Policy No. ____________________
c) Type of Insurance ____________________
d) Face Amount ____________________
e) Cash Value ____________________
f) Loans ____________________
g) Insured ____________________
h) Beneficiary ____________________
i) Owner ____________________
9. PENSION PLAN AND/OR PROFIT SHARING PLAN
Husband Wife
(a) Through employment: (1) Value ____________ ____________
(b) Private Plans (IRA, Keogh, SEP) Value ____________ ____________
(c) Deferred Compensation Value ____________ ____________
(d) Military Pension or Disability Yes___ No___ Yes___ No___
10. PERSONAL PROPERTY: (For Each Asset)
A. Household Items in Husband's Possession
Description of Item Value
1. _______________________________________ ____________
B. Household Items in Wife's Possession
Description of Item Value
1. _______________________________________ ____________
C. Household Items in Joint Possession
Description of Item Value
1. _______________________________________ ____________
D. Motor Vehicles (For Each Asset)
1. Year, Make, Model ____________________
(a) In Possession of ____________________
(b) Market Value ____________________
(c) Encumbrances ____________________
(d) Net Value ____________________
(e) Monthly Payments ____________________
E. Boats, Campers, Snowmobiles, Trailers (For Each Asset)
1. Year, Make, Model ____________________
(a) In Possession of ____________________
(b) Market Value ____________________
(c) Encumbrances ____________________
(d) Net Value ____________________
(e) Monthly Payments ____________________
F. Other Personal Property (For Each Asset)
1. Description of Item ____________________
(a) In Possession of ____________________
(b) Market Value ____________________
(c) Encumbrances ____________________
(d) Net Value ____________________
(e) Monthly Payments ____________________
11. DEBTS (Not listed previously)
A) 1. Secured debts:
(a) Creditor ____________
(b) Total Amount Owing $___________
(As of What Date) ____________
(c) Monthly Payments $___________
(d) When Incurred ____________
(e) Party Obliged ____________
(f) Collateral ____________
(g) Date of final payment ____________
TOTALS: Husband __________ Wife __________ Joint __________
B) 1. Unsecured debts: (Include Attorney's Fees and Costs)
(a) Creditor ____________
(b) Total Amount Owing $___________
(As of What Date) ____________
(c) Monthly Payment $___________
(d) When Incurred ____________
(e) Party Obliged ____________
(f) Consideration ____________
(g) Date of final payment ____________
TOTALS: Husband __________ Wife __________ Joint __________
I hereby represent that the above is a complete disclosure of all property
interests and liabilities, and that the values set forth are the best
estimates of the property's market value.
__________________________________________
(Plaintiff) (Defendant)
__________________________________________
Attorney for (Plaintiff) (Defendant)
__________________________________________
Attorney Identification Number
__________________________________________
Address
[Adopted effective August 1, 1996; amended effective____________________.]