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Personal Financial Statement of

This personal financial statement provides an overview of Ssali Rodhni Kiggundu's assets and liabilities as of April 28, 1999. It lists various asset categories such as cash accounts, securities, retirement funds, personal property, and real estate, but no dollar amounts are provided. The liabilities section also lists various debt types including credit cards, notes payable, taxes, and mortgages, but again no balances are shown. Additional details are requested regarding notes and contracts held, securities owned, privately held stock, and real estate and debt obligations.

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Nini Kits
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58 views2 pages

Personal Financial Statement of

This personal financial statement provides an overview of Ssali Rodhni Kiggundu's assets and liabilities as of April 28, 1999. It lists various asset categories such as cash accounts, securities, retirement funds, personal property, and real estate, but no dollar amounts are provided. The liabilities section also lists various debt types including credit cards, notes payable, taxes, and mortgages, but again no balances are shown. Additional details are requested regarding notes and contracts held, securities owned, privately held stock, and real estate and debt obligations.

Uploaded by

Nini Kits
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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Personal Financial Statement of:

Ssali Rodhni Kiggundu


as of:
4/28/1999

Assets Amount in Dollars


Cash - checking accounts
Cash - savings accounts
Certificates of deposit
Securities - stocks / bonds / mutual
funds
Notes & contracts receivable
Life insurance (cash surrender
value)
Personal property (autos, jewelry,
etc.)

Retirement Funds (eg. IRAs, 401k)


Real estate (market value)
Other assets (specify)
Other assets (specify)
Total Assets $ -

Liabilities Amount in Dollars


Current Debt (Credit cards,
Accounts)
Notes payable (describe below) -
Taxes payable -
Real estate mortgages (describe) -
Other liabilities (specify) -
Other liabilities (specify) -
Total Liabilities

Net Worth

Signature: Date:
Personal Finance Statement of:
Ssali Rodhni Kiggundu

Details

1. ASSETS - Details

Notes and Contracts held


Monthly
From Whom Owing Balance Owing Original Amount Original Date Payment Maturity Date History / Purpose

Securities: stocks / bonds / mutual funds


Number of Date of
Name of Security Shares Cost Market Value Acquisition

Stock in Privately Held Companies


Est. Market
Company Name No. of shares $ Invested Value

Real Estate
Description / Location Market Value Amount Owing Original Cost Purchase Date

2. LIABILITIES - Details

Credit Card & Charge Card Debt


Name of Card / Creditor Amount Due

Notes Payable (excluding monthly bills)


Monthly Secured by
Name of Creditor Amount Owing Original Amount Payment Interest Rate (Leine)

Mortgage / Real Estate Loans Payable


Monthly Secured by
Name of Creditor Amount Owing Original Amount Payment Interest Rate (Leine)

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