Help & Documentation Center
About Moore/Marsden
The Moore/Marsden doctrine stems from California case law and governs how equity in a home is divided when separate property funds were used to acquire or improve a property, and community funds contributed to mortgage payments during the marriage.
In re Marriage of Moore (1980)
Established the principle that when separate property is used as a down payment on a home, but community funds are used to pay the mortgage, both separate and community property interests must be recognized.
In re Marriage of Marsden (1982)
Further clarified how to calculate the separate and community property interests in a home, particularly focusing on the allocation of appreciation in value.
Getting Started
This comprehensive legal-financial tool is designed for California family law professionals handling complex property division.
Basic Workflow
- Create a Marriage Event with spouse information and critical dates
- Add properties associated with the marriage
- Enter mortgage details for each property
- Track payments and contributions from each spouse
- Add remodel events if applicable
- Generate comprehensive reports
Comprehensive Analysis
- Multiple properties
- Refinance tracking
- Detailed payment history
- Remodel event logs
- Critical date valuations
Precision & Visualization
- Timeline visualizations
- High-precision calculation
- Property appreciation tracking
- Contribution analysis
- Interactive dashboards
Reporting & Documentation
- Technical reports
- Summary reports
- Legal reports
- Multiple formats (PDF, HTML, Excel, CSV)
- Court-ready documentation
Detailed Instructions
Creating a Marriage Event:
- Navigate to the Dashboard
- Click "Add Marriage Event"
- Enter spouse names
- Enter marriage and separation dates
- Add optional case number and notes
- Click "Create" to save
Editing a Marriage Event:
- Navigate to the specific Marriage Event
- Click the "Edit" button
- Update the information as needed
- Click "Save Changes"
Adding a Property:
- Navigate to a Marriage Event
- Click "Add Property"
- Enter complete address information
- Select title holder (Spouse A, Spouse B, or Joint)
- Enter purchase information (date, price)
- Enter appraisal values at key dates if available
- Enter down payment contributions from each spouse
- Click "Add Property" to save
Property Valuation:
For accurate Moore-Marsden calculations, it's important to have property values at these critical dates:
- Purchase date
- Marriage date (if purchased before marriage)
- Separation date
- Refinance dates (if applicable)
Adding a Mortgage:
- Navigate to a Property
- Click "Add Mortgage"
- Enter loan details (amount, start date, interest rate, term)
- Select loan type
- Indicate if it's a refinance of a previous mortgage
- If refinance, enter additional refinance details
- Click "Add Mortgage" to save
Tracking Payments:
The system can generate an amortization schedule automatically, or you can manually add individual payments:
- Navigate to a Mortgage
- Click "Add Payment"
- Enter payment date, number, and amount
- Enter principal and interest portions
- Indicate contribution source (community or separate property)
- If separate property, indicate contribution amounts from each spouse
- Click "Add Payment" to save
Adding Personal Property:
- Navigate to a Marriage Event
- Click "Add Personal Property" in the Quick Actions menu
- Enter a description of the item
- Enter the original cost
- Enter the current fair market value (FMV)
- Select the owner (Spouse A, Spouse B, or Both)
- The system will automatically calculate the value distribution
- Click "Save" to add the item
Managing Personal Property:
- All personal property items appear in a table on the Marriage Event page
- You can edit or delete items using the action buttons
- The system automatically calculates totals for each spouse
- An equalization payment amount is displayed if needed
Report Types:
- Detailed Technical Report: Comprehensive breakdown of all calculations
- Summary Report: High-level overview of property equity distribution
- Legal Report: Formatted specifically for court filing
Available Formats:
- PDF: Professional document for printing and court filing
- HTML: Interactive web version for online viewing
- Excel (XLSX): Spreadsheet format for additional analysis
- CSV: Data export for importing to other systems
Generating a Report:
- Navigate to a Marriage Event
- Click "Generate Report"
- Select report type
- Select output format
- Enter report title
- Click "Generate"
Email Reports:
You can also email reports directly to yourself or clients:
- Navigate to a Report
- Click the "Email" button
- Confirm the email address
- The report will be sent as an attachment
Calculator:
The built-in calculator provides a convenient way to perform calculations without leaving the application:
- Access the calculator by clicking "Calculator" in the sidebar Tools menu or from the Quick Links
- Features a 10-key pad layout familiar to accounting professionals
- Supports up to 16 digits for precise calculations
- Includes a virtual tape/scroll to track calculation history
- Provides memory functions (M+, M-, MS, MR, MC) for complex calculations
- Supports keyboard input for faster data entry
Calendar:
The interactive calendar helps you work with dates throughout the application:
- Access the calendar by clicking "Calendar" in the sidebar Tools menu
- Multiple view options: Day, Month, Year, and Decade
- Click on any date to select it
- Use the navigation buttons to move between time periods
- The "Today" button quickly returns to the current date
- Zoom functionality allows for easy navigation between views