Glossary of Florida Legal Divorce Terms Acknowledge – A statement made before a notary public or other person authorize to administer oaths. Affidavit – A written statement of facts signed by a person who is under oath and in the presence of a notary public Alimony – Money paid by one spouse to help support the other spouse. Can be temporary or permanent. Answer – A legal document that responds to the Petition for Dissolution of Marriage by admitting or denying the allegations. Appear – To come before the court by filing a petition or an answer. Creditor – A person or company to whom money is owed Debtor – A person or company who owes money Default – When a Respondent fails to file an answer or respond to the petition. The court will enter an Order of Default. Once the order is entered, the respondent cannot answer the petition. Deposition – Process for asking questions of another person who is under oath and in front of a court reporter for the purpose of finding out information Asset – Property of any kind – personal or real Discovery – The process of investigating the facts of the case by use of depositions, interrogatories and requests for production. Co-mingling – Combining marital assets and non-marital assets together or using marital assets to support non-marital assets. Dissipation – Wasting assets through a reckless course of conduct Cotenants – A form of ownership in which people (or companies) own property together, but the ownership interest does not pass to the other owners upon death. Dissolution of marriage – legal term for divorce in Florida Equitable distribution – The process of dividing marital property on fair terms Execute – to sign a legal document Counter-Petition – Filed with an Answer, this legal pleading filed by a Respondent, asks for relief from the court Filing – Presenting a legal document to the clerk for inclusion in the official court file. Court reporter – a person trained to transcribe all exchanges in the court room or at a deposition. Final judgment – The order that ends the marriage, equitable distributes the property and debt and decides the child issues of primary residence, parental responsibility and timesharing. Parental Responsibility – The authority to make major decisions for your child. In Florida, shared parental responsibility is preferred. Sole parental responsibility can be awarded in certain cases. Hearing – Time scheduled for your case at court Homestead – In Florida, real estate that is a person’s primary residence and that gets special treatment for tax purposes. Homesteads are generally exempt from creditor claims. Parenting Plan – A written agreement about how the children will be parented after the divorce. Provides for timesharing, primary residence and support as well as decision-making authority. Income Deduction Order (IDO) – An order by the court that support payments be deducted from the obligated party’s paycheck and then given to the supported spouse. Petition – The first legal pleading that starts a divorce case. Petitioner – The spouse who files the petition. Interrogatories – Written questions sent to the other party that must be answered under oath and in writing. Pleading – a legal documents filed with the court. Joint tenants – A form of ownership in which the interest of one owner automatically passes to the other owner upon death. Primary Residential Parent – The custodial parent Liability – A debt. Recording – process of entering records into the official public records of the county or state. Mediation – Process of using a neutral third party to try to reach a settlement Relief – A legal remedy that the court can give Motion – A written request for the court to take specific action Respondent – The spouse who did not file the petition and must file the answer Non-marital asset – Property that is owned by only one of the spouses, usually before the marriage or by inheritance. Rotating Custody – When the children spend equal time with each parent Notary public – A person who is authorized to acknowledge signatures on documents Service – Delivering a legal pleading to the other party. Initial service must include process and a summons. After the initial service, other papers can be mailed. 2 Shared parental responsibility – Both parents make joint decision about childrelated issues. Summons – Notification from the court that a case has been filed and must be answered. Also called “serving process.” Sole parental responsibility – One parent has the authority to make all child-related decisions. Timesharing – the new term for visitation UCCJEA – Uniform Child Custody Jurisdiction & Enforcement Act – a law designed to clarify which state has authority in inter-state disputes about custody. Special Equity – An interest that one spouse has in property that is titled only in the name of the other spouse. Split Custody – When children are divided between the parents after divorce. UIFSA – Uniform Interstate Family Support Act – a law designed to facilitate establishment and enforcement of interstate child support and alimony orders. Subpoena – A court order to appear at a certain time for a court hearing or deposition to give testimony Visitation – The non-custodial parent’s time with the children. The modern term used is “timesharing. Subpoena duces tecum – A court order to appear at a certain time for a court hearing or deposition and to bring along specified documents or other items. 3 Financial Document Roadmap for Florida Divorce LIST OF REQUIRED FINANCIAL DOCUMENTS REQUIRED FOR MANDATORY DISCLOSURE PROCESS Rule 12.285 ____1. A financial affidavit. 12.902(b) for incomes less than $50,000/year and Form 12.902(c) for incomes of $50,000/year or more ____2. A Child Support Guidelines Worksheet. Form 12.901(g), if the case involves child support. ____3. All federal and state income tax returns, gift tax returns, and intangible personal property tax returns filed by the party or on the party's behalf for the past three years. ____4. IRS forms W-2, 1099 and K-1 for the past year, if the income tax return for that year has not been prepared. ____5. Pay stubs or other evidence of earned income for the three months prior to service of the financial affidavit; ____6. A statement identifying the amount and source of all income received from any source during the three months preceding the service of the financial affidavit required by this rule if not reflected on the pay stubs produced. ____7. All loan applications and financial statements prepared or used within the twelve months preceding service of that party's financial affidavit required by this rule, whether for the purpose of obtaining or attempting to obtain credit or for any other purpose. ____8. All deeds within the last 3 years, ____ all promissory notes within the last 12 months, and ____ all present leases, in which the party owns or owned an interest, whether held in the party's name individually, in the 4 party's name jointly with any other person or entity, in the party's name as trustee or guardian for any other person, or in someone else's name on the party's behalf. ____9. All periodic statements from the last 3 months, for all checking accounts, and ____ from the last 12 months for all other accounts (for example, savings accounts, money market funds, certificates of deposit, etc.) regardless of whether or not the account has been closed, including those held in the party's name individually, in the party's name jointly with any other person or entity, in the party's name as trustee or guardian for any other person, or in someone else's name on the party's behalf. ____10. All brokerage account statements in which either party to this action held within the last 12 months or holds an interest including those held in the party's name individually, in the party's name jointly with any person or entity, in the party's name as trustee or guardian for any other person, or in someone else's name on the party's behalf. ____11. The most recent statement for any profit sharing, retirement, deferred compensation, or pension plan (for example, IRA, 401(k), 403(b), SEP, KEOGH, or other similar account) in which the party is a participant or alternate payee and the summary plan description for any retirement, profit sharing, or pension plan in which the party is a participant or alternate payee (The summary plan description must be furnished to the party on request by the plan administrator as required by 29 U.S.C. 1024(b)(4).) _____12. The declarations page, the last periodic statement, and the certificate for any group insurance for all life insurance policies insuring the party's life or the life of the party's spouse, and all current health and dental insurance cards covering either of the parties and/or their dependent children. 5 ____13. Corporate, partnership, and trust tax returns for the last 3 years if the party has an ownership or interest in a corporation, partnership, or trust greater than or equal to 30%. ____14. All promissory notes for the last 12 months, ____ all credit cards and charge account statements and ____ other records showing the party's indebtedness as of the date of the filing of this action and for the last 3 months, and ____ all present lease agreements, whether owed in the party's name individually, in the party's name jointly with any other person or entity, in the party's name as trustee or guardian for any other person, or in someone else's name on the party's behalf. ____15. All written premarital or marital agreements entered into at any time between the parties to this marriage, whether before or during the marriage. Additionally, in any modification proceeding, each party shall serve on the opposing party all written agreements entered into between them at any time since the order to be modified was entered. ____16. All documents and tangible evidence supporting the producing party's claim of special equity or non-marital status of an asset or debt for the time period from the date of acquisition of the asset or debt to the date of production or from the date of marriage, if based on premarital acquisition. ____17. Any court orders directing a party to pay or receive spousal or child support. 6