TABLE I FINANCIAL STATEMENT MR. & MRS. JOHN DOE DECEMBER, 2005
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1 TABLE I FINANCIAL STATEMENT MR. & MRS. JOHN DOE ASSET SCHEDULE SEPARATE POST-DIVORCE POST-DIVORCE PRE-DIVORCE ASSETS PROPERTY MR. DOE MRS. DOE MR MRS BANKS, CDs, MONEY MARKETS Bank of America Checking 31,148 6,230 24,918 20% 80% Bank of american Money Market 27,000 9,997 17,003 37% 63% Total 58, ,226 41,922 MARKETABLE SECURITIES (outside of plans) Merrill Lynch CMA / MLIM L.P. (1) 200, , % 0% Merrill Lynch CMA / Nuveen Asset Mgmt Muni (2) 257, ,732 0% 100% Merrill Lynch CMA / Brandes Inv. (3) 251, ,711 0% 100% Merrill Lynch CMA / Boston Company Intl (4) 108, ,639 0% 100% Merrill Lynch BBA (5) 939, , ,822 55% 45% Smith Barney (6) 138, ,000 0% 100% Total 1,896, ,556 1,178,904 STOCK OPTIONS Non-Qualified Stock Options (vested) (7) 1,344, , ,140 50% 50% Restricted Stock (unvested) (8) 601, , ,754 50% 50% Total 1,945, , ,893 SEPARATE PROPERTY Vanguard IRA - Mrs. 0 29, CORPORATE RETIREMENT PLANS (Qualified) Dominion 401k Plan - Mr. 101, , % 0% Dominion Retirement Plan (Present Value) (9) 102,797 51,399 51,399 50% 50% Devon Pension Plan (Present Value) - (10) 208, , , ,457 50% 50% NON-QUALIFIED PLANS Executive Supplemental Retirement (11) 1,676,709 1,022, ,916 61% 39% Total Retirement Assets 2,089, ,589 1,280, ,772 INDIVIDUAL RETIREMENT PLANS Merrill Lynch IRA 7, ,945 0% 100% Merrill Lynch IRA / ISIS - CDP 388, ,307 0% 100% Merrill Lynch IRRA 619, , % 0% Total 1,015, , ,252 REAL ESTATE Homestead Misty Hills 250, ,000 0% 100% Amyford Bend 190, , % 0% 250 Skyline Dr., Durango, CO 375, ,000 0% 100% Total 815, , ,000 Lifetime Financial Planning Printed on 2/16/2013
2 TABLE I FINANCIAL STATEMENT MR. & MRS. JOHN DOE OTHER ASSETS Personal Assets and Furnishings % 50% Lexus RX 400h - Mrs. 40, ,000 0% 100% BMW 740IL - Mr. 25,925 25, % 0% Total 65, ,925 40,000 TOTAL ASSETS 7,886, ,589 3,821,822 4,064,743 LIABILITIES PERSONAL LIABILITIES Mortgage on Residence (12) 144, ,333 0% 100% Margin Account - Merrill Lynch IRRA 72,120 72, % 0% Amyford Bend Mortgage 183, , % 0% 250 Skyline Dr., Durango, CO Mortgage (13) 254, ,560 0% 100% Promissory Note Skyline Dr., Durango 19, ,300 0% 100% Total 673, , ,193 TAX LIABILITY / COMPANY PLANS & IRAS IRAs - Regular 304, , ,876 Qualified Plans 123,945 81,477 77,188 46,757 Non-Qualified Plans -SERP 503, , ,175 Stock Options & Restricted Stock 583, , ,868 Capital Gains - Marketable Securities 54, ,428 Total 1,569,737 81, , ,103 TOTAL LIABILITIES 2,243,050 $81,477 $1,116,754 $1,126,296 NET WORTH (Assets less Liabilities) 5,643,515 $219,112 $2,705,067 $2,938,448 NET WORTH AS PERCENTAGE OF TOTAL 48% 52% Lifetime Financial Planning Printed on 2/16/2013
3 TABLE II - COST BASIS ANALYSIS MR. & MRS. JOHN DOE Merrill Lynch Accounts Total Cost Current Current % to $ Amount CG Tax % to $ Amount CG Tax Basis Value Profit Husband to Husband 15% Wife to Wife 15% MERRILL LYNCH ACCOUNTS: Acct XXX836 MLIM RELATIVE VALUE $179,196 $200,773 $21, % $21,577 $3,237 0% $0 $0.00 Acct XXX837 - BBA $610,647 $516,783 -$93, % -$93,864 -$14,080 0% $0 $0.00 Dominion Shs Acct XXX837 - BBA $56,358 $422,822 $366,464 0% $0 $0 100% $366,464 $54, Other Shares Acct XXX2838 $258,925 $257,732 -$1,193 0% $0 $ % -$1,193 -$ NUVEEN MUNI INT MAT Acct XXX4642 $262, $251,711 -$10,478 0% $0 $ % -$10,478 -$1, BRANDES Acct XXXX6538 $100, $108,639 $8,058 0% $0 $ % $8,058 $1, BOSTON Total Capital Gain (Loss) $1,758,460 $290,564 ($72,287) $0 $362,851 $54,428
4 TABLE IV MR. & MRS. JOHN DOE ESTIMATED CASH FLOW CHECK ON TAX RATE!!!!!!!! Wife INCOME Post-divorce Salaries and Wages Parttime Work - Mrs. DOE 6,000 Support Payments Alimony 96,000 Child Support 60,000 Income from Investments Taxable Interest 12,285 Taxable Dividends 2,576 Royalty Income 5,959 Total Income $182,820 Less: Taxes Federal Income Tax (13,186) FICA & Social Security - Mrs. (459) After-tax Income $169,175 Living Expenses COST OF LIVING Mortgage Payments - Homestead 15,174 Real Estate Taxes (Houston & Colorado) 7,226 Utilities, Maintenance, Phones, etc. 21,750 Groceries / Restaurants 18,000 Personal Care and Clothing 7,620 Vehicles - Operation and Purchase 5,295 Medical Expenses 4,800 Schools, Lessons, Equipment 28,620 Vacations & Recreation 4,238 Gifts 600 Charitable Contributions 1,200 Ins: Homeowners, Life, Medical, etc. 6,600 Colorado Home, Mortgage, Taxes & Utilities 34,008 Mother's Nursing Home 36,000 Miscellaneous 36,000 Total Living Expenses $227,131 Net Cash Flow ($57,956) Lifetime Financial Planning Printed on 2/16/2013
5 TABLE V MR. & MRS. JOHN DOE INCOME TAX ANALYSIS 2004 Estimated 2005 Husband 2006 Wife Tax Return Joint Return Post Divorce Post Divorce INCOME Salary & Bonus - Mr. DOE 611, , ,000 Salary & Bonus - Mrs. DOE 0 6,000 Alimony Payments ,000 Taxable Portfolio Income 5,907 11,859 12,245 12,285 Capital Gains/Loss (3,000) (3,000) (3,000) Qualified Dividends - CG 24,571 24,570 31,878 2,576 Royalty Income 5,959 5,959 5,959 Total Income before adjustments 645, , , ,820 ADJUSTMENTS to INCOME 401(K) Contributions included 18,000 20,000 0 IRA Contribution Alimony Paid ,000 0 Total Adjustments 0 18, ,000 0 ADJUSTED GROSS INCOME $645,058 $621,388 $525,123 $122,820 ITEMIZED DEDUCTIONS Property Taxes 6,426 7,226 N/A 7,226 Interest - Home Mortgage 10,402 24,586 N/A 24,244 State Sales Tax Deduction 1,564 1,536 1,584 1,622 Gifts to Charity 2,878 1,200 N/A 1,200 Miscellaneous Deductions 6,578 6,578 9,578 3,000 Total Itemized Deductions 27,848 41,126 11,162 37,292 Or Standard Deduction 10,000 5,000 5,000 Reduction of Itemized Deductions (15,167) (14,263) 0 (1,495) Itemized Deductions or Standard 12,681 26,863 11,162 35,797 Personal Exemptions (after phaseout) None None 9,600 TOTAL DEDUCTIONS 12,681 26,863 11,162 45,397 TAXABLE INCOME 632, , ,961 77,423 FEDERAL INCOME TAX $191,644 $177,832 $160,357 $13,186 Marginal Bracket 35% 35% 35% 28% Effective Bracket 30% 30% 31% 17% Lifetime Financial Planning Printed on 2/16/2013
6 TABLE VI - A Mrs. JANE DOE LONG-TERM CASH FLOW Mrs. Doe 12/22/ INCOME & EXPENSE SUMMARY INCOME Earnings - Ms. DOE $6,000 $6,180 $6,365 $6,556 $6,753 $0 $0 $0 $0 $0 Portfolio 2.00% 20,820 22,419 22,230 24,500 38,012 38,523 39,664 39,573 39,366 39,404 Restricted Stock - Vesting , , Child Support 60,000 60,000 60,000 60,000 60,000 60, Stock Option Exercise Alimony 96,000 96,000 96,000 96,000 96,000 96,000 96,000 96,000 96,000 96,000 IRA Distributions - Mrs. DOE Devon Pension - age 73 Dom Pension - age ,450 3,450 3,450 3,450 3,450 3,450 3,450 3,450 Est. Social Security Benefits ,360 TOTAL INCOME CASH 182, , , , , , , , , ,214 Less: Taxes Estimated Income Tax (13,186) (16,636) (84,189) (79,597) (21,607) (20,752) (20,856) (20,581) (20,274) (24,293) Social Security/Medicare Tax (459) (473) (5,672) (5,675) (517) SPENDABLE INCOME CASH 169, , , , , , , , , ,920 EXPENSES Living Expenses 211, , , , , , , , , ,076 Home Mortgage Pmts. 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 TOTAL EXPENSES (227,131) (232,982) (239,008) (245,214) (251,607) (216,458) (221,989) (227,685) (215,093) (220,250) NET CASH FLOW ($57,956) ($65,492) $57,927 $43,896 ($69,516) ($39,238) ($103,731) ($109,243) ($96,550) ($89,329) FINANCIAL ASSETS NON-QUALIFIED ASSETS Cash 2% $41,922 $42,760 $43,615 $44,488 $45,377 $46,285 $47,211 $48,155 $49,118 $50,100 NET CASH FLOW (57,956) (65,492) 57,927 43,896 (69,516) (39,238) (103,731) (109,243) (96,550) (89,329) 5.00% 1,178,904 1,176,996 1,167,080 1,856,718 1,995,645 2,022,435 2,082,357 2,077,557 2,066,730 2,068,688 SERP Lump Sum (Estimated) , TOTAL NON-QUALIFIED 1,162,870 1,154,264 1,811,918 1,945,102 1,971,506 2,029,482 2,025,837 2,016,469 2,019,297 2,029,459 QUALIFIED ACCOUNTS IRA % 396, , , , , , , , , ,493 TOTAL QUALIFIED ASSETS 396, , , , , , , , , ,493 TOTAL FINANCIAL ASSETS $1,559,122 $1,578,254 $2,265,587 $2,430,527 $2,490,912 $2,585,246 $2,620,504 $2,652,763 $2,700,132 $2,757,952 Real Estate - Equity 3% appr. 220, , , , , , , , , ,685 NET WORTH $1,779,822 $1,822,454 $2,534,154 $2,724,363 $2,810,957 $2,932,483 $2,995,955 $3,057,496 $3,135,260 $3,224,637 Lifetime Financial Planning 6 Prepared on 2/16/2013
7 TABLE VI - A Mrs. JANE DOE LONG-TERM CASH FLOW Mrs. Doe 12/22/45 INCOME Earnings - Ms. DOE Portfolio 2.00% Restricted Stock - Vesting Child Support Stock Option Exercise Alimony IRA Distributions - Mrs. DOE Devon Pension - age 73 Dom Pension - age 63 Est. Social Security Benefits TOTAL INCOME CASH Less: Taxes Estimated Income Tax Social Security/Medicare Tax SPENDABLE INCOME CASH EXPENSES Living Expenses Home Mortgage Pmts. TOTAL EXPENSES NET CASH FLOW NON-QUALIFIED ASSETS Cash 2% NET CASH FLOW 5.00% SERP Lump Sum (Estimated) TOTAL NON-QUALIFIED QUALIFIED ACCOUNTS IRA % TOTAL QUALIFIED ASSETS TOTAL FINANCIAL ASSETS Real Estate - Equity 3% appr S U M M A R Y O F C A S H F L O W $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 39,587 39,081 38,483 38,094 37,617 37,045 36,372 35,591 34,693 33,665 27,490 29,300 31,224 33,269 35,442 37,751 40,013 42,603 45,117 47, ,039 21,039 21,039 21,039 21,039 21,039 21,039 21,039 3,450 3,450 3,450 3,450 3,450 3,450 3,450 3,450 3,450 3,450 16,851 17,356 17,877 18,413 18,966 19,535 20,121 20,724 21,346 21,986 87,378 89, , , , , , , , ,900 (5,324) (5,578) (11,453) (11,887) (12,331) (12,799) (12,985) (13,454) (13,906) (14,360) 82,055 83, , , , , , , , , , , , , , , , , , ,879 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 (206,330) (211,225) (216,266) (221,459) (226,807) (232,316) (237,990) (243,834) (249,853) (256,053) ($124,276) ($127,616) ($115,647) ($119,080) ($122,624) ($126,295) ($129,980) ($133,881) ($138,114) ($142,514) S U M M A R Y O F C A P I T A L $51,102 $52,124 $53,167 $54,230 $55,315 $56,421 $57,549 $58,700 $59,874 $61,072 (124,276) (127,616) (115,647) (119,080) (122,624) (126,295) (129,980) (133,881) (138,114) (142,514) 2,078,327 2,051,753 2,020,344 1,999,932 1,974,895 1,944,885 1,909,519 1,868,516 1,821,366 1,767,415 2,005,153 1,976,262 1,957,864 1,935,082 1,907,586 1,875,011 1,837,088 1,793,335 1,743,126 1,685, , , , , , , , , , , , , , , , , , , , ,509 $2,755,226 $2,747,489 $2,749,668 $2,746,714 $2,738,109 $2,723,277 $2,701,920 $2,673,120 $2,636,221 $2,590, , , , , , , , , , ,747 NET WORTH $3,263,519 $3,290,386 $3,328,528 $3,362,959 $3,405,288 $3,431,655 $3,453,174 $3,469,005 $3,478,574 $3,481,229 Lifetime Financial Planning 7 Prepared on 2/16/2013
8 TABLE VI - A Mrs. JANE DOE LONG-TERM CASH FLOW Mortgage (P&I only) 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 Real Estate Taxes (Houston & Colo 7,226 7,443 7,666 7,896 8,133 8,377 8,628 8,887 9,154 9,428 Utilities, Maintenance, Phones, etc 21,750 22,403 23,075 23,767 24,480 25,214 25,971 26,750 27,552 28,379 Groceries / Restaurants 18,000 18,540 19,096 19,669 20,259 20,867 21,493 11,069 11,401 11,743 Personal Care and Clothing 7,620 7,849 8,084 8,327 8,576 8,834 9,099 9,372 9,653 9,942 Vehicles - Operation and Purchase 5,295 5,454 5,617 5,786 5,960 6,138 6,323 6,512 6,708 6,909 Medical Expenses 4,800 4,944 5,092 5,245 5,402 5,565 5,731 5,903 6,080 6,263 Schools, Lessons, Equipment 28,620 29,479 30,363 31,274 32,212 33,178 34,174 35,199 18,127 18,671 Vacations & Recreation 4,238 4,365 4,496 4,631 4,770 4,913 5,060 16,281 16,438 16,599 Gifts Charitable Contributions 1,200 1,236 1,273 1,311 1,351 1,391 1,433 1,476 1,520 1,566 Ins: Homeowners, Life, Medical, e 6,600 6,798 7,002 7,212 7,428 7,651 7,881 8,117 8,361 8,612 Colorado Home, Mortgage, Taxes 34,008 34,520 35,047 35,591 36,150 36,726 37,320 37,931 38,561 39,210 Mother's Nursing Home 36,000 37,080 38,192 39,338 40, Miscellaneous 36,000 37,080 38,192 39,338 40,518 41,734 42,986 44,275 45,604 46,972 TOTAL EXPENSES $227,131 $232,982 $239,008 $245,214 $251,607 $216,458 $221,989 $227,685 $215,093 $220,250 1) Earnings from employment increases at 5% each year and ceases after age 65. 2) The personal investment portfolio appreciates at 5% annually while providing 2% portfolio income. Any net cash flow is either added to or subtracted from these assets each year. In this manner, spending affects asset values. 3) Child support payments are based the Agreement Incident to Divorce and total $5,000 per month until one child leaves home, then reduced to $2,500. This support includes any years in which the child attends college but lives at home. 4) The AID awards you years of alimony totaling $8,000 per month. 5) The marital portion (estimated at 43% of total benefit) of Mr. Doe s Devon pension is divided 50/50 between spouses, resulting in annual payments of $21,039 at his age 65. These payments begin at your age 73, adding income soon after the cessation of alimony. 6) The Dominion Supplement Executive Retirement Plan lump sum pays out at your age 63. However, if Mr.Doe continues to work until age 60, this lump sum will total approximately $560,000 pretax. The value shown is adjusted for 30% income taxes. 7) The Dominion Retirement Plan begins lifetime benefits to you at your age 63 and total approximately $3,450 annually. 8) Stock options have been exercised and added to your personal portfolio. Lifetime Financial Planning 8 Prepared on 2/16/2013
9 TABLE VI - A Mrs. JANE DOE LONG-TERM CASH FLOW Mortgage (P&I only) Real Estate Taxes (Houston & C Utilities, Maintenance, Phones, Groceries / Restaurants Personal Care and Clothing Vehicles - Operation and Purcha Medical Expenses Schools, Lessons, Equipment Vacations & Recreation Gifts Charitable Contributions Ins: Homeowners, Life, Medica Colorado Home, Mortgage, Tax Mother's Nursing Home Miscellaneous TOTAL EXPENSES 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 15,174 9,711 10,002 10,303 10,612 10,930 11,258 11,596 11,943 12,302 12,671 29,230 30,107 31,010 31,941 32,899 33,886 34,902 35,949 37,028 38,139 12,095 12,458 12,832 13,217 13,613 14,022 14,442 14,876 15,322 15,782 10,241 10,548 10,864 11,190 11,526 11,872 12,228 12,595 12,973 13,362 7,116 7,330 7,549 7,776 8,009 8,249 8,497 8,752 9,014 9,285 6,451 6,644 6,844 7,049 7,260 7,478 7,703 7,934 8,172 8,417 16,765 16,935 17,111 17,293 17,479 17,672 17,870 18,074 18,284 18, ,021 1,052 1,613 1,661 1,711 1,762 1,815 1,870 1,926 1,983 2,043 2,104 8,870 9,136 9,410 9,692 9,983 10,283 10,591 10,909 11,236 11,573 39,878 40,566 41,275 42,005 42,757 43,531 44,329 45,151 45,997 46,869 48,381 49,832 51,327 52,867 54,453 56,087 57,769 59,503 61,288 63,126 $206,330 $211,225 $216,266 $221,459 $226,807 $232,316 $237,990 $243,834 $249,853 $256,053 9) The Dominion Resources restricted stock vests in 2009 and 2010, is fully taxable at ordinary income tax, as well as Social Security and Medicare tax. After-tax profits are added to your personal investment portfolio. 10) Living expenses are $175,000 in 2006 not including the mortgage principal and interest of $15,174 annually. a. While we ve assumed a 3% rate of inflation on living expenses, the mortgage payments are not affected by inflation. b. Property taxes and homeowner s insurance are adjusted each year. c. Children s expenses for schools, lessons and other needs are initially $28,600 annually, adjusted each year for inflation. Expenses for children are reduced by one half in 2014 and eliminated in d. Groceries and Restaurants expense is reduced by ½ in 2013, as your sons leave home. e. Vacations and recreation is increased by $11,000 in 2013 (equaling the reducing in grocery expense). f. Your mother s nursing home expense is deleted in ) The IRA account appreciates at 7 % annually. Withdrawal amounts are based on Internal Revenue Code minimum distribution tables, allowing for smallest distribution and maximizing tax-deferred appreciation. 12) The equity in your homestead and Colorado home is included below total financial assets, assuming 3% appreciation on the houses. The buildup of equity is also included in the value shown. Lifetime Financial Planning 9 Prepared on 2/16/2013
10 Net Worth TABLE VII-A MS. JANE DOE GRAPH OF NET WORTH OVER 20 YEARS $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 Age (years) Financials & Real Estate Financial Assets Note: Table VIII-A assumes 5% annual appreciation on Dominion stock. Table VIII-B assumes 5% annual decline in Dominion stock.
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