Before serving disclosure

FL-142 quality-control checklist

A form can be complete enough to print and still be unsafe to rely on. This is the pass it should survive before it leaves the office.

Identity and scope

  • Confirm the correct party box, caption, county and case number.
  • Use the current Judicial Council revision and read its current instructions.
  • List all known property and obligations, including an interest that is disputed or believed to be separate.
  • Answer an empty category as none instead of leaving its meaning ambiguous.

Every row

  • Use a description specific enough to match a later statement: institution, property address, vehicle identity or last four digits where appropriate.
  • Record the valuation date. A balance with no date cannot be reconciled to a second disclosure.
  • Separate gross value from the encumbrance; do not list a mortgage again as an unsecured debt.
  • Flag an asserted separate-property claim without treating the assertion as a decided fact.
  • Keep the statement, appraisal, title record or other source that supports the number.

The arithmetic and the package

  • Recompute line 18 from the asset rows and line 26 from the unsecured-debt rows.
  • Review blank and unknown values separately; zero, unknown and none are different facts.
  • Attach or exchange the supporting documents required for the disclosure package.
  • Confirm service and prepare the correct FL-141 proof; do not confuse the schedule with proof of service.
Review pointA total that foots proves the arithmetic of the rows, not that the estate is complete or that characterization is correct.

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