Working allocation
WorkingPetitioner pays $129,167.11$129,167.11
Respondent $87,563.50Petitioner $345,897.72
Source: allocated assets minus debts in this scenario
Equalizer
Sample dataWorking allocation · linked matter figures
Net estate
$433,461.22$433,461.22Source: recorded valuation bases and claimed excluded portions; attorney decides classification.
| Asset / debt | Working value | Who gets it | |
|---|---|---|---|
Marital residence (Winter Park) — DEMO Real property · · 2026-09-30 Recorded value basis: auto; claimed excluded portion $0.00; attorney decides classification. Unverified | Source: Demo — appraisal pending; title per deed (demo) | ||
First mortgage — DEMO Debt · · 2026-09-30 Recorded value basis: auto; claimed excluded portion $0.00; attorney decides classification. Verified sample | Source: Mortgage statement 09/2026 — demo | ||
Joint checking — DEMO Bank · ••4417 · 2026-09-30 Recorded value basis: auto; claimed excluded portion $0.00; attorney decides classification. Verified sample | Source: Bank statement 09/30/2026 — demo | ||
Joint savings — DEMO Bank · ••0932 · 2026-09-30 Recorded value basis: auto; claimed excluded portion $0.00; attorney decides classification. Verified sample | Source: Bank statement 09/30/2026 — demo | ||
Marcus 401(k) — DEMO Retirement · ••7781 · 2026-09-30 Recorded value basis: auto; claimed excluded portion $15,000.00; attorney decides classification. Verified sample | Source: 401(k) statement Q3 2026 — demo | ||
Elena 403(b) — DEMO Retirement · ••5520 · 2026-09-30 Recorded value basis: auto; claimed excluded portion $0.00; attorney decides classification. Verified sample | Source: 403(b) statement Q3 2026 — demo | ||
2023 Toyota Highlander — DEMO Vehicle · · 2026-09-30 Recorded value basis: auto; claimed excluded portion $0.00; attorney decides classification. Unverified | Source: KBB private party — demo | ||
Highlander loan — DEMO Debt · ••3091 · 2026-09-30 Recorded value basis: auto; claimed excluded portion $0.00; attorney decides classification. Verified sample | Source: Loan statement — demo | ||
2020 Ford F-150 — DEMO Vehicle · · 2026-09-30 Recorded value basis: auto; claimed excluded portion $0.00; attorney decides classification. Unverified | Source: KBB private party — demo | ||
Visa — DEMO Debt · ••2208 · 2026-09-30 Recorded value basis: auto; claimed excluded portion $0.00; attorney decides classification. Verified sample | Source: Card statement 09/2026 — demo | ||
Household furniture & furnishings — DEMO Personal property · · 2026-09-30 Recorded value basis: auto; claimed excluded portion $0.00; attorney decides classification. Unverified | Source: Petitioner affidavit / sample fixture, 2026-10-29 | ||
Rivera Mobile Detailing LLC (Marcus, 100%) — DEMO Personal property · · 2026-09-30 Recorded value basis: auto; claimed excluded portion $0.00; undecided allocation — excluded from equalizer. Unverified | Source: Elena’s FA only — no valuation yet | ||
| Working total | $473,461.22$473,461.22 |
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