Estate & Worksheets
Date-of-service inventory (06/23/2024) · AZ guideline worksheets · document comparison
▤ Arizona Rule 49(f) Inventory — Summary Schedule
Court-form formatThe marital estate re-expressed in the mandatory Arizona Inventory of Property and Debts layout — Description · Date Acquired · Value at Date of Service · Current Value · Contested Position [CP or SP] · Proposed Allocation. Values are our recommended figures under §25-211 / §25-318.
★ Recommended Valuations (AZ Law) & Source Comparison
§25-211 · §25-318 · Nelson · KoelschThe figure to use for each contested asset under Arizona law — character fixed at service (§25-211), community share valued to division with passive growth, post-DOS contributions/effort carved out as separate (§25-213) — with every source number compared to ours.
⊟ Marital Estate — Liquid Assets at Date of Service
06/23/2024Per expert findings, from the case Inventory of Property and Debts and supporting statements. Community character fixed at service — A.R.S. §25-211.
⊟ Supported Spouse — Disclosed Liquid Assets
11/2025 · ~17 mo post-service · NOT DOSThese are end-November 2025 balances (the checking row is the 11/01/2025 opening) from Wife's April 2026 Rule 49 disclosure — roughly 17 months after the 06/23/2024 date of service, not DOS figures. Wife produced no 06/23/2024 statements, so DOS positions are reconstructed in the panel below. Shown here for §25-319(A) "sufficient property" & §25-319(B) income from property. The BeachFleischman schedule does not value these personal accounts — its June-2024 schedule is the marital estate only.
⊟ Supported Spouse — Estimated Balances at Date of Service
ReconstructedWife did not produce 06/23/2024 statements. These are our back-cast positions from the figures she did disclose — a provable floor, a working estimate, and an adverse-inference ceiling (Rule 49 · Rule 65).
⊟ Luis — Liabilities at Date of Service
Inventory §N · itemized⊟ Supported Spouse — Liabilities at Date of Service
Inventory §N · itemized⊟ Household & Personal Property
Joint inventory · furniture & household goods◐ Spend-Down Analysis
BeachFleischman "corpus + interest" spend-down of Coni's 50% share ($878,660.95), to age 100, net of 25% tax.
⚑ Estate Flags
◎ Why this balance sheet — the two purposes
§25-318 · §25-319(B)☑ Open items & discovery to-do
Rule 49 · trial prepEverything still outstanding to lock the date-of-service estate and the equalization math. Click an item to mark it done.
⚖ Master Reconciliation — every figure, ours vs. hers
Printable · all sectionsOne consolidated view of every reconciled line across the estate — our recommended figure against Wife's disclosed number, with each variance quantified. Use Print to hand this to counsel.
↩ What Supported Spouse owes to Paying Spouse
Printable · ours vs. her Inventory §L/MEvery dollar the paying spouse is owed back from the supported spouse — reimbursements (house-sale prep, auto & health premiums, the children's costs), the spousal overpayments, and the §25-324 fee claim. The supported figure sits beside the other party's Inventory §L/§M line — most of which was left "TBD."
⧗ Current-Value comparison — our figures vs. her Inventory's "Current Value" box
every line · both sidesHer Inventory of Property & Debts carries a later-dated Current Value for most items. This lines up our most recent figure against hers — matches, variances, and anything one side left blank — so post-service movement (spend-downs, run-ups, unexplained jumps) is visible.
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