Page 1 of 4
Approved for Optional Use
Form # L-0966
New October 25, 2010
SETTLEMENT CONFERENCE BRIEF/
JOINT STATEMENT OF ISSUES TO BE TRIED
Orange County Local Rules 707 and 709
ATTORNEY OR PARTY WITHOUT ATTORNEY (Name & Address):
TELEPHONE NO.: FAX NO. (Optional):
E-MAIL ADDRESS (Optional):
ATTORNEY FOR (Name): BAR NO.:
FOR COURT USE ONLY
SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE
JUSTICE CENTER:
Central – 700 Civic Center Dr. West, Santa Ana, CA 92701-4045
Lamoreaux - 341 The City Drive, Orange, CA 92868-3205
PETITIONER:
RESPONDENT:
PETITIONER’S SETTLEMENT CONFERENCE BRIEF
RESPONDENT’S JOINT STATEMENT OF ISSUES TO BE TRIED
CASE NUMBER:
I. MEET AND CONFER STATEMENT:
A. Date, time and place of meet and confer:
B.
There was no meet and confer because:
C. Issues settled are:
Child Custody Property Division
Parenting Time Characterization and Division of Assets
Child Support Characterization and Division of Debts
Spousal Support Retirement/Pensions
Attorney’s Fees and Costs
Other:
D. Issues to be litigated are:
Child Custody Property Division
Parenting Time Characterization and Division of Assets
Child Support Characterization and Division of Debts
Spousal Support Retirement/Pensions
Attorney’s Fees and Costs
Other:
II. STATISTICAL DATA:
A. Date of Marriage:
Date of Separation:
Length of Marriage:
B. Marital Status Terminated?
No Yes If yes, Date of Termination:
C. Petitioner’s Age:
Petitioner’s Employer:
D. Petitioner’s Monthly Income: Gross: $
Net: $
E. Petitioner’s Pay Days:
F. Cohabitee or New Spouse’s Monthly Income: Gross: $
Net: $
CASE NAME: CASE NUMBER:
Page 2 of 4
Approved for Optional Use
Form # L-0966
New October 25, 2010
SETTLEMENT CONFERENCE BRIEF/
JOINT STATEMENT OF ISSUES TO BE TRIED
Orange County Local Rules 707 and 709
G. Respondent’s Age:
Respondent’s Employer:
H. Respondent’s Monthly Income: Gross: $
Net: $
I. Respondent’s Pay Days:
J. Cohabitee or New Spouse’s Monthly Income: Gross: $
Net: $
K. Minor children:
Name
Birthdate Age Gender Residing With
III.
PETITIONER’S RESPONDENT’S PROPOSALS RE ISSUES:
A.
Child Custody
Issue:
Proposed Resolution:
B.
Parenting Time Estimated Time Share
Issue:
Proposed Resolution:
C.
Child Support
Issue:
Proposed Resolution:
CASE NAME: CASE NUMBER:
Page 3 of 4
Approved for Optional Use
Form # L-0966
New October 25, 2010
SETTLEMENT CONFERENCE BRIEF/
JOINT STATEMENT OF ISSUES TO BE TRIED
Orange County Local Rules 707 and 709
D.
Spousal Support Family Code section 4320 factors attached
Issue:
Proposed Resolution:
E.
Attorney’s Fees and Costs
Issue:
Proposed Resolution:
F.
Property Division
Issue:
Proposed Resolution:
G.
Characterization and Division of Assets
Issue:
Proposed Resolution:
H.
Characterization and Division of Debts
Issue:
Proposed Resolution:
CASE NAME: CASE NUMBER:
Page 4 of 4
Approved for Optional Use
Form # L-0966
New October 25, 2010
SETTLEMENT CONFERENCE BRIEF/
JOINT STATEMENT OF ISSUES TO BE TRIED
Orange County Local Rules 707 and 709
I. Retirement/Pensions
Issue:
Proposed Resolution:
J.
Other
Issue:
Proposed Resolution:
IV. ATTACHMENTS AND EXHIBITS
Attachment 1: Current Income and Expense Declaration (Judicial Council form FL-150) and required
attachments
If a party’s Income and Expense Declaration is over three months old or if there have
been significant changes since the filing of the last Income and Expense Declaration, a
new declaration must be prepared and filed with this statement.
Attachment 2: Proposed Division of Community Assets and Debts
If a party requests reimbursements for community debts paid from separate funds
(Smith/Epstein), attach a schedule and canceled checks, receipts or other supporting
materials.
If a party requests reimbursements for separate property contribution to the acquisition of
community property, attach a schedule and canceled checks, receipts or other supporting
materials.
Attachment 3: Kelley Blue Book Valuation(s) for Vehicle(s)
Attachment 4: List of Witnesses
Attachment 5: List of Proposed Exhibits
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date:
Attorne
y
for Petitioner Res
p
ondent
CASE NAME: CASE NUMBER:
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Approved for Optional Use
Attachment 2 to L-0966
New October 25, 2010
ATTACHMENT 2
PROPOSED DIVISION OF COMMUNITY ASSETS AND DEBTS
?
ATTACHMENT 2
PROPOSED DIVISION OF ASSETS AND DEBTS
STIPULATED
PETITIONER
RESPONDENT
ASSET
FAIR
MARKET
VALUE
ASSET
DEBT NET
DEBT
OWED TO
AMOUNT
OF DEBT
DISPUTED
PETITIONER
RESPONDENT
ASSET
FAIR
MARKET
VALUE
ASSET
DEBT NET
DEBT
OWED TO
AMOUNT
OF DEBT
CASE NAME: CASE NUMBER:
Page 1 of 1
Approved for Optional Use
Attachment 4 to L-0966
New October 25, 2010
ATTACHMENT 4
LIST OF WITNESSES
ATTACHMENT 4
LIST OF WITNESSES
Petitioner Respondent intends to call the following witnesses to testify at the time of trial:
Name Relationship/Profession Telephone # Subject of Testimony
CASE NAME: CASE NUMBER:
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Approved for Optional Use
Attachment 5 to L-0966
New October 25, 2010
ATTACHMENT 5
LIST OF PROPOSED EXHIBITS
?
ATTACHMENT 5
LIST OF PROPOSED EXHIBITS
Petitioner Respondent submits the following proposed exhibits:
Exhibit Description Purpose of Exhibit
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16