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PAY DOWN OF PRINCIPAL AND PASSIVE APPRECIATION CALCULATOR
Passive appreciation
INPUT value of property on valuation date → :
INPUT value of property on date of marriage or date of acquisition if after the marriage, whichever is later: →
Difference in value:
The enhancement in value and appreciation of nonmarital assets resulting from the efforts of either party during the marriage or from the contribution to or expenditure thereon of marital funds or other forms of marital assets, or both.
INPUT any active appreciation of the property during the marriage (see Florida Statutes Section 61.075(6)(a)1.b.): →
(Hover to read note)
INPUT any additional encumbrances secured by the property during the marriage in excess of the first note and mortgage: →
Total passive appreciation:
Pay down of principal
INPUT balance of note and mortgage of property on date of marriage or date of acquisition if after the marriage, whichever is later: →
INPUT balance of note and mortgage on property on valuation date: →
Pay down of principal on first note and mortgage from marital funds:
INPUT balance of any additional encumbrances on date or marriage or date of acquisition if after the marriage, whichever is later: →
INPUT balance of any additional encumbrances on valuation date: →
Pay down of principal on any additional encumbrances from marital funds:
Total pay down of principal from marital funds:
Coverture fraction
The numerator is defined as the total payment of principal from marital funds of all notes and mortgages secured by the property during the marriage.
Numerator:
(Hover to read note)
The denominator is defined as the value of the subject real property on the date of the marriage, the date of acquisition of the property, or the date the property was encumbered by the first note and mortgage on which principal was paid from marital funds, whichever is later.
INPUT Denominator:
→
(Hover to read note)
Percentage:
The total marital portion of the property consists of the marital portion of the passive appreciation, the mortgage principal paid during the marriage from marital funds, and any active appreciation of the property during the marriage as described in sub-subparagraph b., not to exceed the total net equity in the property at the date of valuation.
Marital portion
(Hover to read note)
Marital share of passive appreciation (total passive appreciation x coverture fraction):
Mortgage principal paid during the marriage from marital funds:
Active appreciation:
Total marital portion*:
Spouse's share**:
*This amount not to exceed the total net equity in the property at the date of valuation (see below)
**If total net equity in property at the date of valuation is less than total marital portion, then spouse's share is 50% of total net equity in property.
Excess calculation checker
Total net equity in property:
50% of net equity in property:
Spouse's share is the lesser of the following two amounts
Amount calculated using formula above:
50% of net equity in property:
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