Section C of the Data Taker summarizes the Stevens' assets and liabilities. In this example, it is assumed that all joint property is owned with right of survivorship.
| Assets | John | Mary | Joint |
| Investments | |||
| Cash | $10,000 | $25,000 | $750,000 |
| Stocks | $3,500,000 | $0 | $1,800,000 |
| Life Insurance CV | $495,000 | $75,000 | $0 |
| SUBTOTAL | $4,005,000 | $100,000 | $2,550,000 |
| Real Estate | |||
| Residence | $1,250,000 | ||
| Vacation Home | $350,000 | ||
| TOTAL | $1,600,000 | ||
| Miscellaneous | |||
| Personal | $45,000 | $35,000 | $50,000 |
| Autos/Boats | $45,000 | $30,000 | $55,000 |
| Household | $3,500 | $15,000 | $650,000 |
| Jewelry | $5,000 | $55,000 | $0 |
| Other | $60,000 | $85,000 | $175,000 |
| SUBTOTAL | $158,500 | $220,000 | $930,000 |
| TOTAL | $4,163,500 | $320,000 | $5,080,000 |
Liabilities
No liabilities. Residence and lake house mortgages were paid off in the past five years. Automobiles are purchased with cash. There is negligible credit card debt.
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