INSTRUCTIONS FOR PREPARATION OF MONTHLY EXPENSE WORKSHEET
AND FINANCIAL INFORMATION
1
. General Information
Accurate information concerning your average monthly living expenses and income is very important in
cases in which child support and/or temporary spousal support is an issue. Please fill out the attached
forms as completely as you can, drawing on any source of information to which you have access. Do not
enlist your spouse’s help unless I specifically request it. DO NOT LET ANYONE SEE THIS
DOCUMENT. THIS PREPARATION IS A CONFIDENTIAL MATTER BETWEEN YOU AND YOUR
ATTORNEY. This task will not be easy. Do not expect to complete the form in one sitting. Be
assured, however, that your effort is necessary and worthwhile.
2. Child Support
Child support in Texas is normally set by the court according to guidelines established by the state legislature.
The guidelines are applied to the child-support –paying parent’s “net resources”. Net resources are defined
as all of that parent’s gross income (wages, salary, commissions, overtime pay, interest, dividends, royalty
income, self-employment income, net rental income, etc.) less social security taxes and federal income tax for
a single person claiming one person exemption and the standard deduction.
3. Monthly Living Expenses
Courts require all litigants who expect to pay or receive child support or temporary spousal support to file a
Financial Information Statement with the Court at any hearing at which child support or temporary spousal
support is in issue. This information will always be required at the initial hearing for temporary hearings and at
the final trial. I will prepare a formal version of your Financial Information Statement from the information
you supply to me on the attached statement. The form should list all of your reasonable and necessary
average monthly expenses. One way to compute your monthly living expenses is to review your financial records
(canceled checks, utility bills, store receipts, etc.) for the last twelve months and average your expenses over that
period.
4. Copies of Documents to be returned
Here is a checklist of copies of items you should return with this Monthly Expense Worksheet:
a. Yours and your sp
ouse’s last three (3) federal income tax returns (personal and business);
b. All of yours and your spouse’s W-2’s and 1099’s for the last three (3) years;
c. Records of other income of you or your spouse;
d. Yours and your spouse’s last three (3) paycheck stubs;
e. Last statement from each creditor (MasterCard, Visa, etc.); and
f. Any other documents that may support income or liabilities.
LAW OFFICES OF
BREWER JACKSON & LANG, P.C.
Cause No. ___________
_______________________________________ § IN THE DISTRICT COURT
§ __________ JUDICIAL DISTRICT
_______________________________________ § OF ___________ COUNTY, TEXAS
FINANCIAL INFORMATION STATEMENT
(REQUIRED IN ALL FINANCIAL HEARINGS)
AGES OF CHILDREN THE SUBJECT OF THIS SUIT: ____ ____ ____ ____ ____ ____ ____
AGES OF CHILDREN NOT THE SUBJECT OF THIS SUIT: ____ ____ ____ ____ ____ ____ ____
MONTHLY EXPENSES
MONTHLY EXPENSES (CONT'D.)
PRIOR
ORDER
PRESENT
PRIOR
ORDER
PRESENT
HOUSING
YOUR CHILDREN
House Mortgage/Rent
__________
__________
Child Care
__________
__________
Utilities
School Tuition, Fees
__________
__________
(Gas, Water, etc)
__________
__________
Lunches
__________
__________
Maintenance & Repair
__________
__________
Supplies
__________
__________
Other ______________
__________
__________
Medical Expenses
__________
__________
(not paid by ins.)
TRANSPORTATION
Drugs
__________
__________
Doctors, Dentists
__________
__________
Car Payment/Lease
__________
__________
Clothing
__________
__________
Gas, Oil, Maintenance
__________
__________
Grooming
__________
__________
Parking & Tolls
_________
__________
Entertainment
__________
__________
Sports Lessons, etc.
__________
__________
INSURANCE
Other: ______________
__________
__________
___________________
__________
__________
Auto(s)
__________
__________
Life
__________
__________
TOTAL EXPENSES
__________
__________
Medical
__________
__________
Other ______________
__________
__________
INCOME: (ATTACH CURRENT PAY STUBS)
( ) Paid monthly ( ) Paid semi-monthly
GROCERIES
( ) Paid weekly ( ) Paid every two weeks
Food & Household
Supplies
__________
__________
GROSS INCOME
__________
__________
DEDUCTIONS:
PERSONAL EXPENSES
Withholding Tax
__________
__________
FICA
__________
__________
Work Expenses:
Medicare
__________
__________
Lunches, etc.
__________
__________
Mandatory Retirement
__________
__________
Dues, Fees, etc.
__________
__________
Medical Insurance
Medical Expenses
Children
__________
__________
not paid by ins.):
Other Family
__________
__________
Drugs
__________
__________
Doctors, Dentists
__________
__________
OTHER INCOME
__________
__________
Clothing
__________
__________
Cleaning, Laundry
__________
__________
NET INCOME
__________
__________
Grooming
__________
__________
Entertainment
__________
__________
LIQUID ASSETS
__________
__________
Current Child Support
__________
__________
Other: _____________
___________________
__________
__________
CREDIT CARDS/DEBTS
I HEREBY CERTIFY THAT THE ANSWERS TO THE
___________________
ABOVE QUESTIONS AS LISTED ARE TRUE AND
___________________
__________
__________
CORRECT.
___________________
__________
__________
_________ ________________________________
MONTHLY ATTY. FEES
__________
__________
DATE SIGNED
