FEBRUARY 2023
SAVINGS Includes half of joint IP bank account All other bank accounts of mine plus all of the joint working account Plus all cash on hand $76552
STOCKS Stocks is holdings (and any cash in broker accounts) with all broker accounts (mine and wife - even though hers is only for her not us) $144720
Property:
IP
Apartment: $600K value Half only applies ie $300K Mortgage is now being reduced each month - currently $258959 and half of that is $129480
HOUSE
House Build: Deposit/Payments to Builder for House Build = $286000 now After spend on furnishing will count some of the value of these (then) as Personal Property Land: Settled - Owned Outright Latest 400m2 vacant land Sales indicate $450K
So total value is $761000 at this in progress stage
Mortgage: $126608 now - finally started the mortgage (will expand to $280000)
When House completed will simply have $280000 mortgage (or less if Inna puts in but I will then have other debt to her) And House to be market valued - probably around $900-950K
Because lots of new furniture/appliances - will then count the value of personal property at sale price
Probably continue to not count cars? |