Financial Affidavit

DIVISION I - NET WORTH STATEMENT

ASSETS

Description

Ownership*
(H,W,J,C,T,P,R)

Market Value
9/1/2024
Encumbrance Net Value
Real Estate
520 N Street SW, S-316 (D.C.)
806 North 4th St. (Fairfield)
J
J

** 282,900.00
*** 157,500.00

0.00
64,540.94 +12,219.91 =$76,760.85

282,900.00
80,739.15
28%
Vehicles
Mercedes C230 (Oksana)
Mercedes 190e (Fred)

Rw
Ph

1000
100

0
0

1000
1500
Life Insurance -None      
Securities -None      
Cash and Bank Accounts
MidWestOne Checking

Ph

$100

0.00

$100
Household Contents - To be divided      
Pensions - None      
Lawyer Retainer Fee - None      
Other Assets - None      
TOTAL ASSETS: $363,639.15      
Less Other Debts 0      
         
TOTAL OTHER DEBTS:        
NET WORTH $363,739.15      

* Owenrship: h=Husband w=Wife  J=Joint  C=with Child  T =with Third Party  P=Petitioner   R=Respondent

** https://www.zillow.com/homes/520-N-Street-sw-apt-s316-washington-dc-20024_rb/2120386970_zpid/
*** https://jefferson.iowaassessors.com/parcel.php?gid=1896

 

 

 

 

 


DIVISON II - CURRENT INCOME AND EXPENSES

A. Income sources for Oksana Shaddock

    Source: Imputed (currently employed)

    Gross:    $5,000.00 per month
    Net:         $3,927.47 per month

    Deductions:

            144.36 Federal Tax with self + 1 dependent exemption
            221.69 State Tax
            706.48 FICA (Social Security and Pensions)
                0.00 Union Dues
                0.00 Occupational License Fees
                0.00 Prior obligation of child support paid
                0.00 Prior obligation of medical support
                0.00 Child care expenses less tax credits
                0.00 Disability and Unemployment Insurance

B. Income sources for Frederick Shaddock

    Source:  (semi-retired)
            including Social Security of  $936 x 12 = $11556.00 (regular)
            including Rent of $300.00 x 12 = $360 (irregular AirBnb)

    Gross:    $$936 - $1,263.00 per month (semi-regular)
    Net:       $1,263.00 per month

    Deductions:

                0.00 Federal Tax with self + 1 dependent exemption
                0.00 State Tax
                0.00 FICA (Social Security and Pensions)
                0.00 Union Dues
                0.00 Occupational License Fees
              78.00 Prior obligation of child support paid, $936/year
                0.00 Prior obligation of medical support
                0.00 Child care expenses less tax credits
                0.00 Disability and Unemployment Insurance

C. Residential Arrangements

    Are both parents livng in the same dwelling?  No
    If there are children, which parent or other person has physical care of the children? 
        Frederick has a son Lukas aged 16 by another marriage
    Do the children reside in the family dwelling or elsewhere? 
        Lukas plans to live with Frederick in Fairfield after divorce, when Oksana no longer comes from DC condo to Fairfield house

 

 

D. Personal Monthly / Annual Expenses

   $867 / $10404 Chase Mortgage for Fairfield Iowa house, Taxes, Insurance
    $35 / $420 Car insurance
    $78 / $936 Child care for son Lukas
    $100 / 1200 Internet
    $ 10 / $ 120 Phone
$300 - $100 Capital one 2408 9/19
$500 - $200 Capital one 59593 9/19
    $56 / $670 Fingerhut credit card  $20/m auto
    $58 / $696 Merrick Bank  problem 877-394-5973
    $74 / $883 Mission Lane bank $33/m auto
    $83 / $990 Venmo paid $100+$100 9/19
$1362 / $16343 TOTAL (more than regular income)

E. Installment Payments and Other Debts

    None

    TOTAL BALANCE DUE FOR INSTALLMENT        0.00
    PAYMENTS AND OTHER DEBTS                            0.00 


 

 

 

 

 

 

 

 

 

 

 



Condo - 520 N Street SW, S316, Washington, DC 20024

https://www.zillow.com/homes/520-N-Street-sw-apt-s316-washington-dc-20024_rb/2120386970_zpid/
 
Frederick provided Oksana US citizenship and support while she got her M.B.A.


Freedom for Oksana from Iowa House Mortgage

Here is what is due for the $140000 Iowa house to Chase Mortgage
64,540.94 Principal balance due
12,219.91 China Virus postponed payments (interest free)
$76,760.85 to pay off Chase

1) Oksana uses the $250000 free and clear Harbour Square Condo as collateral to take out a personal loan from a bank (CitiBank or State Dept Credit Union) of $76,760.85
2) Oksana pays off Chase Mortgage, bringing amount to $0, and is removed from loan
3) Frederick, with $140000 house as collateral, gets a personal loan from MidWestOne Bank of $76760.85 
4) Frederick pays Oksana $76760.85 back with the loan from MidWestOne Bank
5) Oksana signs a Quit Claim Deed on the Iowa house
6) Oksana pays back her bank $76,760.85 for the loan (perhaps within a month)
    Oksana is free of any loans, and achieves complete independence, to buy a town house or whatever she wants..
7) Frederick continues to pay MidWestOne personal loan until house is paid off
     much faster because personal loans use a straight curve, n
   not an an amortization curve which gives bank up to 3 times the value, in interest.


Rental income

400    Month to month, including utilities Jeanette *5
$400/month since April

AirBNB income

11 Total nights 11 x $30 =  $330
2 Mary Ann *5
Jun 1 - 3, 2024
Rick was a kind, friendly host with excellent communication, and his home had everything I needed for my stay in Fairfield.  The private parking in the back was great, and there is room for 3 cars.  
Rick has a lot of knowledge about Fairfield and MIU (Maharishi International University), which is right across the street, and he kindly answered my many questions.  I enjoyed a beautiful walk on the campus park-like trail, and encountered several deer.
Fairfield is such a unique town.  I will be back to catch more great vibes. :)
2 Brianna & Mother *5
May 13-15, 2024

thanks for the healing space for me and my mom

 

1 Amber *5
1

Rebecca *5
2nd visit
This is a lovely place, spacious and comfy and clean!  A very good location!  Across from a great educational institution MIU / MUM, only 10 min beautiful walk to Yoga and meditation halls and 10 min walk to town, great restaurants and shopping, parks and trails!  He is very sweet and accommodating.  The kitchen and bathroom is clean, spacious and well placed.
1 Kathleen
*4

A comfortable, quiet house and room with amenities such as full kitchen available to guests.  Easy location, access, and communication.  Walking distance to MIU and the dome, close to the town square. A great variety of restaurants and events in this small town.

1 Jonathan  *5
Feb 11-12, 2024

Rick is a amazing host, and beyond that a good man. You couldnt ask for a better host.

3 Harriet Ayugi *5
Jan 25-27, 2024  

It's a nice place with a great host.  The place is clean and peaceful.  The host was friendly and went the extra mile to help me carry my luggage.