Question Description
The case says that your initial task is to compile a list of documents that could be requested via formal or informal discovery based upon your initial meeting with Mrs. Sawbones and a review of the 2010 personal income tax return. However, I have already provided all the documents you might want to request. Instead, your initial assignment is make a list connecting each document provided to the part of the interview or tax return that would have given you reason to request it.
The second aspect of your assignment is to prepare a report for Mr. Luke containing (1) a draft Exhibit of Marital Assets, Liabilities, and Net Worth listing all of the assets and liabilities and proposed values held jointly or individually by Dr. and Mrs. Sawbones as of December 31, 2010, and (2) an Exhibit of Annual Income for Dr. Henry Sawbones containing a summary of Dr. Sawbones’ annual income from all sources for the past five years.
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