OCTOBER 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 $44250
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) $153430
Property:
IP
Apartment: $600K value Half only applies ie $300K Mortgage is now being reduced each month - currently $256174 and half of that is $128087
HOUSE
House Build: Deposit/Payments to Builder for House Build = $395600 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 Started spending on Landscaping now - will only add major expenses to the value now Then later will be approximate value vs mortgage Total value is $845600 at this stage
Mortgage: $236173 still (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
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