Checklist of Expenses


"Checklist of Assets" and "Checklist of Expenses" are reprinted with the permission of Robert N. Rosen, Esq., from materials submitted by him for the December 7, 2007 Family Court Bench/Bar continuing legal education (CLE) program.

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  • Home mortgage payments (specify whether the amount includes taxes and insurance)

  • Second mortgage and/or home equity loan

  • Real property insurance

  • Real property taxes

  • Homeowner's association fees

  • Condominium fees

  • Regime fees

  • Routine home maintenance costs
    Lawn care (including spring/fall cleanup and tree trimming)
    Snow removal
    Window cleaning
    Garbage collection
    Exterminator costs

  • Periodic major home maintenance costs
    Painting
    Roof and sidewalk repairs
    Appliance repair/replacement
    Furniture replacement
    Water softener costs

  • Rent

  • Furniture rental

  • Renter's insurance

  • Maintenance to rented property

  • Food (not restaurant meals) and household supplies

  • Utilities
    Gas
    Oil
    Electricity
    Water

  • Telephone
    Car
    Home

  • Dry cleaning

  • Housekeeping/cleaning service (how often?)

  • Clothing

  • Uninsured medical and dental fees (indicate deductible and co-payment percentage)
    Prescription costs
    Counseling

  • Insurance
    Life
    Disability

  • Child care expenses
    Day-care costs
    Baby-sitter costs

  • Visitation expenses
    Long-distance telephone calls
    Transportation costs
    Entertainment costs
    Meal costs
    Other

  • Support payments required by prior decree

  • School expenses for parent and/or children
    Tuition
    Books and supplies
    Transportation
    Parking
    Lab fees
    Activity fees
    Meal costs
    Field trips
    Uniforms
    Other

  • Entertainment
    Movies and videotapes/DVDs, etc.
    Cable television access
    Concerts and plays
    Dining out
    In-home entertaining
    Tickets to sporting events
    Participation in sports

  • Children's summer activities (camp, etc.)

  • Children's lessons
    Dance, music, sports, etc.
    Religious school

  • Children's allowances

  • Children's tutoring

  • Automobile
    Gas
    Maintenance and repairs
    Auto club dues
    Tolls and parking fees
    Registration fees
    Depreciation
    Installment/lease payments
    South Carolina property tax

  • Other transportation costs (train pass, bus pass, etc.)

  • Gifts (birthdays, holidays, etc.)

  • Donations
    Personal donations
    Donations related to employment
    Church contributions

  • Installment payments due (include name of each creditor - balance owed - payment             amount per month - payment due date per month)

  • Incidentals
    Grooming/hair care
    Newspapers, magazines, books
    Hobbies
    Tobacco products
    Batteries
    Stamps
    Late payment charges
    Interest on charge accounts

  • Income tax payments (paid on a quarterly or monthly basis)

  • Pet care

  • Vacations

  • Membership dues
    Professional
    Civic
    Social
    Fitness
    Lessons

  • Retirement fund
    IRA contribution
    Other

  • Professional services
    Accounting
    Tax preparation
    Legal

  • Other expenses