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CONFIDENTIAL — FOR USE IN FAMILY LAW PROCEEDINGS ONLY

SUPERIOR COURT OF CALIFORNIA COUNTY OF LOS ANGELES STANLEY MOSK COURTHOUSE 111 NORTH HILL STREET, LOS ANGELES, CA 90012

JUDICIAL COUNCIL OF CALIFORNIA FORM FL-150 INCOME AND EXPENSE DECLARATION

Filed: May 2, 2023

INCOME AND EXPENSE DECLARATION (Family Code, §§ 2030–2032, 3552, 4050 et seq., 4300 et seq.)

ITEM 1: EMPLOYMENT

1(a). Are you currently employed?

Yes No

1(b). If yes, state the following:

Name of Employer: Luminos Entertainment Group, Inc.

Address of Employer: 3200 West Olive Avenue, Burbank, CA 91505

Job Title or Position: Senior Vice President, Original Content Development

Date Job Started: March 6, 2017

Description of Duties and Responsibilities:

I am employed full-time as the Senior Vice President of Original Content Development at Luminos Entertainment Group, Inc., a mid-major streaming and production company headquartered in Burbank, California. In this role, I oversee a development slate of approximately eighteen (18) original scripted and unscripted series across multiple platforms. My responsibilities include supervising the creative development pipeline from concept through production greenlight; managing relationships with showrunners, writers, and talent representatives; presenting content strategy recommendations to the Chief Content Officer and the Executive Committee; overseeing departmental budgets for development spending in excess of $140 million annually; and collaborating with marketing, distribution, and business affairs teams to align content strategy with the company's broader corporate objectives. I directly supervise a team of nine (9) development executives and their support staff. I have been continuously employed at Luminos Entertainment Group, Inc. since March 2017, when I joined as Vice President of Development. I was promoted to my current position of Senior Vice President in January 2021.

1(c). If you are not employed, state the date of last employment and explain the reason you are not employed:

N/A — I am currently employed.

ITEM 2: AGE AND EDUCATION

2(a). Age:

39 years old (Date of Birth: June 14, 1984)

2(b). Highest year of education completed:

Master of Fine Arts (M.F.A.), Film and Television Production, University of Southern California School of Cinematic Arts, conferred May 2010. Prior thereto, Bachelor of Arts (B.A.), English and Comparative Literature, Columbia University, conferred May 2006. Total years of post-secondary education completed: Eight (8) years.

ITEM 3: INCOME INFORMATION

3(a): Gross Monthly Income

I provide the following information regarding my gross monthly income. All figures are stated as monthly amounts unless otherwise indicated. Where income is received on an annual, quarterly, or other non-monthly basis, I have averaged the amounts over twelve (12) months to derive a monthly figure, as required by this form.

1. Salary or Wages (including commissions, overtime, and shift differential pay):

My current base annual salary at Luminos Entertainment Group, Inc. is $485,000.00 per year. My base salary is paid on a semi-monthly basis (the 15th and last day of each month) and has been at this level since January 1, 2023. My gross monthly salary is calculated as follows:

$485,000.00 ÷ 12 months = $40,416.67 per month

2. Bonuses:

In addition to my base salary, I am eligible for an annual discretionary performance bonus under the Luminos Entertainment Group, Inc. Executive Incentive Compensation Plan. The bonus is determined annually by the Compensation Committee of the Board of Directors based on individual and company performance metrics. The bonus is discretionary, not guaranteed, and is typically paid in a lump sum in March of the following calendar year.

My bonus history for the three most recent completed calendar years is as follows:

The three-year average of my annual discretionary bonus is $210,000.00 per year (($225,000 + $195,000 + $210,000) ÷ 3 = $210,000.00).

Expressed as a monthly average: $210,000.00 ÷ 12 months = $17,500.00 per month

Supporting documentation of my bonus history is attached as Attachment 5.

3. Other Compensation — Restricted Stock Units (RSUs):

As part of my executive compensation package, I receive annual grants of restricted stock units ("RSUs") under the Luminos Entertainment Group, Inc. 2019 Equity Incentive Plan. RSUs vest over a four-year period with 25% vesting annually on each anniversary of the grant date, subject to continued employment.

Based on my current outstanding RSU grants and the applicable vesting schedule, the approximate annual value of RSUs vesting in my favor during the 2023 calendar year is $175,000.00. This figure is based on the fair market value of Luminos Entertainment Group, Inc. common stock as of the most recent vesting date and may fluctuate based on market conditions. The RSU vesting schedule and equity grant agreements are attached as Attachment 4.

Expressed as a monthly average: $175,000.00 ÷ 12 months = $14,583.33 per month

4. Total Gross Monthly Income:

Total Annual Compensation: $870,000.00 ($485,000.00 + $210,000.00 + $175,000.00)

3(b): Investment Income

I receive the following investment income on a monthly basis:

3(c): Income from Self-Employment or Business

Yes No

I do not operate a business, sole proprietorship, partnership, or loan-out entity. I am a W-2 employee of Luminos Entertainment Group, Inc. I have no income from self-employment or from any business in which I have an ownership interest.

3(d): Other Income

I do not receive any other income not already disclosed above. I do not receive spousal support, public assistance, Social Security benefits, disability benefits, worker's compensation benefits, unemployment insurance benefits, or income from any trust. I state "None" for this item.

3(e): Changes to Income

I anticipate the following changes to my income in the next twelve (12) months:

1. Annual Bonus: I expect to be eligible for my annual discretionary performance bonus for the 2023 calendar year, which would typically be determined and paid in or around March 2024. The amount, if any, is not guaranteed and will be determined by the Compensation Committee of the Board of Directors. Based on my three-year average, I anticipate a bonus in the range of $195,000 to $230,000, subject to individual and company performance.

2. RSU Vesting: My next RSU vesting event is scheduled for August 15, 2023, at which time approximately 1,200 shares of Luminos Entertainment Group, Inc. common stock are expected to vest. Additional vesting events are scheduled for November 15, 2023, and February 15, 2024. The value at vesting will depend on the then-current market price of Luminos common stock.

3. Salary Adjustment: Annual merit-based salary adjustments at Luminos Entertainment Group, Inc. are typically implemented in January of each year. I have no specific information regarding whether a salary increase will be offered for calendar year 2024.

I am not aware of any anticipated reduction, suspension, or termination of my employment or any component of my compensation.

ITEM 4: TAX INFORMATION / DEDUCTIONS FROM GROSS INCOME

4(a): Required Deductions

The following amounts are deducted from my gross monthly income. Deductions are stated on a monthly basis and are based on my most recent pay statements and withholding elections.

Federal and State Income Tax Withholding:

These withholding amounts are based on my current W-4 and DE 4 elections, filing as Head of Household with two (2) dependents. Actual tax liability may differ from withholding amounts at year-end.

FICA — Social Security and Medicare:

Note: The Social Security tax amount stated above is calculated as an annualized monthly average ($9,932.40 ÷ 12 = $827.70) because Social Security tax withholding ceases after the annual wage base cap of $160,200 is reached. Actual withholding in the early months of each calendar year is higher, and withholding in the later months is $0.00 for Social Security.

California State Disability Insurance (SDI):

Health Insurance Premiums:

The children, Isabela Luz Fonseca-Medrano and Mateo Elías Fonseca-Medrano, are both covered under this plan. Luminos Entertainment Group, Inc. pays the remainder of the monthly premium. Proof of the children's health insurance coverage is attached as Attachment 7.

Mandatory Retirement Contributions:

Note: The 2023 IRS annual elective deferral limit for 401(k) plans is $22,500 for individuals under age 50. I have elected to contribute the maximum amount. Luminos Entertainment Group, Inc. provides an employer match of 50% of employee contributions up to 6% of base salary, which is deposited into my 401(k) account but is not a deduction from my gross income.

Other Mandatory Deductions:

Summary of Total Monthly Deductions:

4(b): Net Monthly Disposable Income

ITEM 5: OTHER PARTY'S INCOME

To the best of my knowledge and belief, the following information describes the income and employment of Respondent Rafael Joaquín Medrano:

Occupation: Freelance cinematographer and director of photography in the motion picture and television industry.

Business Entity: Mr. Medrano operates through a loan-out entity, Medrano Visuals, LLC, a California limited liability company. Medrano Visuals, LLC is the contracting party on Mr. Medrano's engagement agreements with production companies, studios, and other clients. Mr. Medrano is the sole member and manager of Medrano Visuals, LLC.

Nature of Income: Mr. Medrano's income is variable and project-dependent. He is typically engaged on a project-by-project basis, with periods of intensive work followed by periods of reduced or no income between projects. His income fluctuates significantly from year to year depending on the number, scale, and duration of the productions on which he is engaged.

Estimated Income: Based on information available to me from our prior domestic partnership, financial disclosures provided during the dissolution proceedings, and information obtained since that time, I estimate that Mr. Medrano's three-year average annual gross income is approximately $340,000.00, which equates to an estimated gross monthly income of approximately $28,333.00. This estimate is based on the following:

Forensic Income Analysis: I am informed and believe, and on that basis state, that a comprehensive forensic income analysis of Mr. Medrano's earnings is currently being conducted by Harold K. Yamamoto, CPA/ABV/CFF, of the accounting firm Yamamoto Brace & Liu, LLP, located at 1900 Avenue of the Stars, Suite 1450, Los Angeles, CA 90067. Mr. Yamamoto has been retained to analyze Mr. Medrano's individual and business income, including income flowing through Medrano Visuals, LLC, for the purpose of determining Mr. Medrano's actual gross income available for child support calculations under California Family Code sections 4058 and 4059. The forensic analysis is expected to be completed by July 2023, and a supplemental declaration or report will be filed at that time.

I do not have access to Mr. Medrano's tax returns, pay records, or financial statements for the years 2020 through 2022, and the estimates set forth above are based on my best information and belief. I reserve the right to amend or supplement this declaration upon receipt of additional financial information from Mr. Medrano, whether through formal discovery, subpoena, or the forensic accounting analysis.

ITEM 6: EXPENSES — AVERAGE MONTHLY EXPENSES

The following is a complete and accurate statement of my average monthly expenses. All amounts are stated on a monthly basis. Where expenses are incurred on an annual, quarterly, or other non-monthly basis, I have averaged the amounts over twelve (12) months to derive a monthly figure. These expenses reflect my current standard of living and the needs of myself and the two minor children, Isabela Luz Fonseca-Medrano (age 6) and Mateo Elías Fonseca-Medrano (age 3), who reside with me the majority of the time.

6(a): Residence.

Address of Residence: 1742 Laurel Canyon Boulevard, Unit 3A, Studio City, CA 91604

Type of Residence: Rented condominium unit (three bedrooms, two bathrooms)

I have resided at this address since December 2022, following the entry of the Judgment of Dissolution on November 3, 2022. The lease is in my name individually and has a term of twelve (12) months, commencing December 1, 2022, with a monthly rent of $4,850.00. The unit has three bedrooms to accommodate my two children, each of whom has a separate bedroom.

6(b): Household Expenses

6(c): Children's Expenses

Number of children for whom I am responsible: Two (2)

Childcare / Babysitting:

Education — Private School Tuition at Ridgeview Academy:

Both children are enrolled at Ridgeview Academy, located at 4515 Sepulveda Boulevard, Sherman Oaks, CA 91403. Ridgeview Academy is a private independent school offering programs from pre-kindergarten through eighth grade. The children were enrolled at Ridgeview Academy by agreement of both parents during the domestic partnership, and both parents have expressed their mutual desire that the children continue their education at this school. Proof of enrollment and tuition invoices are attached as Attachment 6.

In addition to tuition, the following education-related expenses are incurred:

Children's Extracurricular Activities and Enrichment:

Uninsured Healthcare Expenses for Children:

Children's Personal Needs:

Total Children's Expenses:

6(d): Insurance.

6(e): Transportation.

6(f): Installment Payments / Debts

Note regarding credit card balances: The Chase sapphire Reserve balance as of April 30, 2023, is approximately $14,200. The Citi Double Cash balance as of April 30, 2023, is approximately $6,800. Both balances have increased since the dissolution as I have borne the full cost of establishing a new household and covering children's expenses without the benefit of a child support order.

Note regarding student loans: The outstanding balance on my federal student loan as of April 30, 2023, is approximately $38,450. This loan was incurred for my graduate education at the University of Southern California and was allocated to me in the Judgment of Dissolution entered November 3, 2022.

6(g): Attorney Fees and Costs

I have retained the law firm of Calderwood & Harkness LLP to represent me in this post-judgment custody and child support matter. The engagement was formalized by a written retainer agreement dated April 18, 2023.

Retainer Deposit:

I paid an initial retainer deposit of $50,000.00 on April 20, 2023, from my personal savings. This amount is held in Calderwood & Harkness LLP's Client Trust Account and is applied against fees and costs as incurred.

Estimated Total Fees:

Based on the scope of the pending Request for Order and the anticipated procedural path, Calderwood & Harkness LLP has estimated that total attorney fees for this matter will range from $120,000 to $175,000, depending on whether the matter is resolved through negotiation, mediation, or contested hearing. The estimated fee range takes into account the complexity of the custody and child support issues, the anticipated need for expert testimony, and the possibility of discovery disputes.

Hourly Rates of Attorneys and Staff Assigned to This Matter:

Anticipated Expert and Litigation Costs:

Monthly Attorney Fees and Costs (current average):

Based on current billing activity since the commencement of this matter in April 2023, my average monthly expenditure on attorney fees and costs is approximately $8,500.00. This figure is expected to increase as the matter progresses toward hearing.

6(h): Other Monthly Expenses

6(i): Total Monthly Expenses

ITEM 7: ASSETS

I have the following assets:

Real Property.

I do not currently own any real property. During the domestic partnership, I held a community property interest in the family residence located at 2814 Woodrow Wilson Drive, Los Angeles, CA 90068. Pursuant to the Judgment of Dissolution entered on November 3, 2022, in Case No. 22STFL09847, the Woodrow Wilson Drive property was awarded to Respondent Rafael Joaquín Medrano, and I received an equalizing payment as set forth in the property division provisions of the Judgment. I have no further interest in that property.

Personal Property / Bank Accounts

Note: The unvested RSU value of $262,500.00 is included for disclosure purposes but represents shares that have not yet vested, are subject to continued employment with Luminos Entertainment Group, Inc., and may not vest if my employment terminates. The unvested RSUs are not currently liquid assets.

Note: The 401(k) and Roth IRA balances reflect my separate property contributions made after the date of separation and amounts allocated to me in the Judgment of Dissolution. The property division in the Judgment of Dissolution entered November 3, 2022, addressed the division of retirement assets accumulated during the domestic partnership.

ITEM 8: LIABILITIES / DEBTS

I have the following outstanding liabilities and debts:

Note regarding debts allocated in the Judgment of Dissolution: Pursuant to the Judgment of Dissolution entered November 3, 2022, in Case No. 22STFL09847, the following debts were allocated as between the parties:

• The federal student loan in my name (current balance approximately $38,450) was allocated to me as my separate debt.

• Mr. Medrano assumed responsibility for the mortgage on the Woodrow Wilson Drive property and all debts associated with Medrano Visuals, LLC.

• All remaining community debts existing as of the date of separation were divided equally, and each party has satisfied their respective allocated share.

ITEM 9: CHILD SUPPORT INFORMATION

Number of children for whom support is requested: Two (2)

Children's names, dates of birth, and ages:

Current Child Support Order:

There is no current child support order in effect. The Judgment of Dissolution entered on November 3, 2022, in Case No. 22STFL09847, reserved jurisdiction over the issues of custody, visitation, and child support. At the time of the dissolution, the parties were operating under an informal agreement regarding the custody and financial support of the children, and no formal child support order was requested or entered.

Child Support Request:

Pursuant to the Request for Order ("RFO") filed concurrently herewith on May 2, 2023, I am requesting that the Court establish child support payable by Respondent Rafael Joaquín Medrano in accordance with the California statutory guideline formula set forth in California Family Code sections 4050 through 4076. I am requesting that child support be calculated based on the parties' respective incomes, the applicable timeshare percentage, and the mandatory and discretionary add-on expenses, including but not limited to:

1. The children's share of uninsured healthcare expenses (Family Code § 4062(a)(2));

2. Childcare costs reasonably related to employment (Family Code § 4062(a)(1));

3. The cost of the children's education at Ridgeview Academy, as a reasonable discretionary add-on expense (Family Code § 4062(b)(1)); and

4. The cost of the children's extracurricular activities, as a reasonable discretionary add-on expense (Family Code § 4062(b)(2)).

I further request that the child support order be made retroactive to the date of filing of the RFO, May 2, 2023, pursuant to Family Code section 4009.

ITEM 10: OTHER INFORMATION RELEVANT TO THE PROCEEDING

The following additional information is relevant to the Court's consideration of the pending matters:

1. Prior Domestic Partnership and Dissolution:

Ms. Fonseca and Mr. Medrano were registered domestic partners in the State of California, having registered their domestic partnership with the California Secretary of State on September 12, 2015 (California Secretary of State File No. DP-2015-038741). A Petition for Dissolution of Domestic Partnership was filed on June 27, 2022, and the Judgment of Dissolution was entered on November 3, 2022, by the Honorable Judge Patricia Delgado-Reyes of the Los Angeles Superior Court. The Judgment addressed the division of community property and debts but expressly reserved jurisdiction over issues of child custody, visitation, and child support.

2. Custody Arrangement and Breakdown:

Following the entry of the Judgment of Dissolution, the parties operated under an informal arrangement pursuant to which the children's time was divided approximately equally between both parents, with the children alternating weeks between Ms. Fonseca's residence in Studio City and Mr. Medrano's residence on Woodrow Wilson Drive in the Hollywood Hills. This arrangement functioned with general cooperation from approximately November 2022 through January 2023.

In early February 2023, Mr. Medrano accepted an engagement as the director of photography on a feature film production that required him to be on location in Vancouver, British Columbia, Canada, for a period of approximately seven (7) weeks, from approximately February 12, 2023, through April 2, 2023. Mr. Medrano informed Ms. Fonseca of this engagement only five (5) days before his departure and did not make adequate arrangements for the children's care during his absence. As a result, Ms. Fonseca assumed sole physical custody and all caregiving responsibilities for the children during this seven-week period, with no financial contribution from Mr. Medrano toward the increased childcare and related costs.

Since Mr. Medrano's return from Vancouver in early April 2023, the parties have been unable to reestablish a stable timeshare arrangement. The informal arrangement has broken down, and the children have been residing primarily with Ms. Fonseca. This breakdown in the informal arrangement is the precipitating event for the filing of the Request for Order seeking formal custody and child support orders.

3. Children's Education:

Both children are enrolled at Ridgeview Academy, a private independent school located at 4515 Sepulveda Boulevard, Sherman Oaks, CA 91403. Isabela is enrolled in the first grade, and Mateo is enrolled in the pre-kindergarten program. The children were enrolled at Ridgeview Academy by mutual agreement of both parents during the domestic partnership. Annual tuition is $32,400 for Isabela and $26,800 for Mateo, for a combined annual tuition cost of $59,200. Proof of enrollment and tuition invoices are attached as Attachment 6.

4. Health Insurance:

Both children are covered under Ms. Fonseca's employer-sponsored health insurance plan, a PPO plan issued by Veridian Health Insurance Co. and administered through Luminos Entertainment Group, Inc. Ms. Fonseca pays a monthly employee premium contribution of $1,285.00 for family coverage (employee plus two dependents). Mr. Medrano does not contribute toward the cost of the children's health insurance. Proof of the children's coverage is attached as Attachment 7.

5. Forensic Income Analysis:

As noted in Item 5 above, Ms. Fonseca has retained Harold K. Yamamoto, CPA/ABV/CFF, of Yamamoto Brace & Liu, LLP, to conduct a forensic income analysis of Mr. Medrano's earnings, including income flowing through his loan-out entity, Medrano Visuals, LLC. This analysis is necessary because Mr. Medrano's income is variable, project-dependent, and flows through a business entity, making it difficult to ascertain his true income available for child support purposes without expert analysis. Ms. Fonseca respectfully requests the Court's consideration of this ongoing analysis and reserves the right to supplement this declaration upon its completion.

VERIFICATION / DECLARATION UNDER PENALTY OF PERJURY

I declare under penalty of perjury under the laws of the State of California that the foregoing, including all attachments, is true and correct. I understand that making a false statement in this declaration may subject me to penalties for perjury under California Penal Code section 118.

I have made a full, accurate, and complete disclosure of all income, expenses, assets, and liabilities as required by this form and by the California Family Code. If there are any material changes to the information contained in this declaration, I understand that I have a continuing obligation to update and amend this declaration and to serve the amended declaration on the opposing party.

Date: May 2, 2023

City and County of Execution: Los Angeles, Los Angeles County, California

________________________________________

MARGUERITE DELPHINE FONSECA Petitioner

ATTORNEY CERTIFICATION

I, Devon Archer, attorney for Petitioner Marguerite Delphine Fonseca, certify that I have reviewed this Income and Expense Declaration (FL-150) with my client, that I have made reasonable inquiry into the accuracy and completeness of the information provided, and that to the best of my knowledge, the information set forth herein is true and correct.

CALDERWOOD & HARKNESS LLP

By: ________

Name: Devon Archer

California State Bar No. 318742

Title: Attorney for Petitioner

Date: May 2, 2023

ATTACHMENTS / SUPPORTING DOCUMENTATION

The following documents are attached hereto and incorporated by reference in support of this Income and Expense Declaration:

Attachment 1: Most recent pay stubs (last two months — March 2023 and April 2023) from Luminos Entertainment Group, Inc., reflecting gross and net pay, year-to-date earnings, and itemized deductions.

Attachment 2: Most recent W-2 Wage and Tax Statement(s) for the 2022 tax year from Luminos Entertainment Group, Inc.

Attachment 3: Most recent federal income tax return (IRS Form 1040) and California state income tax return (FTB Form 540) for the 2022 tax year, including all schedules and attachments.

Attachment 4: Documentation of RSU vesting schedule and equity grant agreements from Luminos Entertainment Group, Inc., including the Luminos Entertainment Group, Inc. 2019 Equity Incentive Plan Summary, Notice of Grant of RSUs, and RSU Award Agreement, reflecting all outstanding unvested and vested RSU awards.

Attachment 5: Documentation of bonus history for the three most recent calendar years (2020, 2021, and 2022), including copies of bonus award letters or compensation statements from Luminos Entertainment Group, Inc. confirming the discretionary bonus amounts paid in each year.

Attachment 6: Proof of children's enrollment and tuition at Ridgeview Academy, 4515 Sepulveda Boulevard, Sherman Oaks, CA 91403, including:

(a) Enrollment confirmation letter for Isabela Luz Fonseca-Medrano (First Grade, 2022–2023 academic year);

(b) Enrollment confirmation letter for Mateo Elías Fonseca-Medrano (Pre-Kindergarten Program, 2022–2023 academic year);

(c) Tuition invoice for Isabela Luz Fonseca-Medrano reflecting annual tuition of $32,400.00;

(d) Tuition invoice for Mateo Elías Fonseca-Medrano reflecting annual tuition of $26,800.00;

(e) Re-enrollment agreements for the 2023–2024 academic year (if available).

Attachment 7: Proof of health insurance coverage for the minor children through Veridian Health Insurance Co. / Luminos Entertainment Group, Inc. employer-sponsored health plan, including:

(a) Summary of Benefits and Coverage for the Veridian Health Insurance Co. PPO Plan;

(b) Enrollment confirmation showing Isabela Luz Fonseca-Medrano and Mateo Elías Fonseca-Medrano as covered dependents;

(c) Most recent premium statement showing the employee premium contribution of $1,285.00 per month for family coverage.

This Income and Expense Declaration (Judicial Council of California Form FL-150) is filed in connection with the Request for Order filed on May 2, 2023, in the matter of Fonseca v. Medrano, Case No. 22STFL09847, Superior Court of California, County of Los Angeles. This document and all attachments are confidential and are filed for use in family law proceedings only, pursuant to California Rules of Court, rule 5.20.

Case Number:22STFL09847
Petitioner:Marguerite Delphine Fonseca
Respondent:Rafael Joaquín Medrano
Attorney for Petitioner:Devon Archer (CA State Bar No. 318742)
Firm:Calderwood & Harkness LLP
Address:777 South Flower Street, Suite 3400, Los Angeles, CA 90017
Telephone:(213) 688-4200
Facsimile:(213) 688-4201
Email:darcher@calderwoodharkness.com
Tax YearDiscretionary Bonus ReceivedDate Paid
2022$225,000.00March 15, 2023
2021$195,000.00March 15, 2022
2020$210,000.00March 13, 2021
Income SourceMonthly Amount
Base Salary$40,416.67
Discretionary Bonus (3-year avg.)$17,500.00
RSU Vesting (annualized)$14,583.33
Total Gross Monthly Income$72,500.00
SourceMonthly Amount
Dividends from brokerage account (Ridgeway Asset Advisors Acct. ending -4821)$385.00
Interest on savings account (Northpoint Securities Acct. ending -7293)$142.00
Interest on money market account (Marlowe Asset Management Acct. ending -0156)$218.00
Rental income$0.00
Total Monthly Investment Income$745.00
DeductionMonthly Amount
Federal income tax withholding$15,625.00
California state income tax withholding$6,480.00
Subtotal — Income Tax Withholding$22,105.00
DeductionMonthly Amount
Social Security (OASDI) — 6.2% of wages up to the 2023 wage base of $160,200$828.37 (annualized: $9,932.40; note that withholding ceases after the wage base is reached, typically by the fourth month of the year; monthly average over 12 months: $827.70)
Medicare — 1.45% of all wages$586.04
Additional Medicare Tax — 0.9% on wages over $200,000$213.75 (annualized: $2,565.00 ÷ 12)
Subtotal — FICA$1,627.49
DeductionMonthly Amount
CA SDI — 0.9% of wages up to the 2023 taxable wage limit of $153,164$114.87 (annualized: $1,378.48 ÷ 12)
DeductionMonthly Amount
Employee premium contribution — Veridian Health Insurance Co. PPO Plan (Family coverage: employee + 2 children), administered through Luminos Entertainment Group, Inc. employer-sponsored health plan$1,285.00
DeductionMonthly Amount
401(k) pre-tax employee contribution (I contribute the maximum allowable under IRS limits for 2023: $22,500/year)$1,875.00
DeductionMonthly Amount
Union or professional association dues$0.00
Wage garnishment or court-ordered deductions$0.00
Other mandatory deductions$0.00
CategoryMonthly Amount
Federal income tax withholding$15,625.00
California state income tax withholding$6,480.00
Social Security (OASDI) — annualized monthly average$827.70
Medicare (including Additional Medicare Tax)$799.79
California SDI — annualized monthly average$114.87
Health insurance premium (employee share)$1,285.00
401(k) pre-tax contribution$1,875.00
Total Monthly Deductions$27,007.36

Amount

Gross Monthly Income (Item 3(a))$72,500.00
Investment Income (Item 3(b))$745.00
Total Gross Monthly Income$73,245.00
Less: Total Monthly Deductions (Item 4(a))($27,007.36)
Net Monthly Disposable Income$46,237.64
Tax YearEstimated Annual Gross Income
2022$385,000.00 (estimated)
2021$310,000.00 (estimated)
2020$325,000.00 (estimated)
Three-Year Average$340,000.00
ExpenseMonthly Amount
Rent payment$4,850.00
Property taxesN/A (rental unit)
Renter's insurance (through Sterling Reach Indemnity Co.)$85.00
Maintenance and repair (average monthly)$125.00
Subtotal — Residence$5,060.00
ExpenseMonthly Amount
Food and household supplies (groceries, cleaning products, paper goods, etc.)$1,850.00
Utilities — electricity (LADWP)$215.00
Utilities — gas (Glenrock Services Inc.)$95.00
Utilities — water and trash (included in rent)$0.00
Telephone — cellular (2 lines: my line and a family/emergency line)$185.00
Internet service (Spectrum)$89.99
Streaming / cable services$65.00
Laundry and dry cleaning$175.00
Clothing — self$425.00
Clothing — children (Isabela and Mateo)$380.00
Subtotal — Household Expenses$3,479.99
ChildDate of BirthAge
Isabela Luz Fonseca-MedranoFebruary 11, 20176
Mateo Elías Fonseca-MedranoAugust 29, 20193
ExpenseMonthly Amount
After-school care and babysitting services (approximately 15 hours per week at $28/hour for days when I work late or travel for work)$1,680.00
Occasional weekend/evening babysitting$320.00
Subtotal — Childcare$2,000.00
ChildGrade/ProgramAnnual TuitionMonthly Amount
Isabela Luz Fonseca-MedranoFirst Grade$32,400.00$2,700.00
Mateo Elías Fonseca-MedranoPre-Kindergarten Program$26,800.00$2,233.33
Total$59,200.00$4,933.33
ExpenseMonthly Amount
School supplies, books, and materials$85.00
School uniforms$55.00
Field trips and school activity fees$75.00
Annual school fundraiser/auction contribution (annualized)$125.00
Subtotal — Additional Education Expenses$340.00
ActivityChildMonthly Amount
Gymnastics classes (2x/week)Isabela$285.00
Piano lessons (weekly, private instruction)Isabela$320.00
Swimming lessons (weekly, group)Mateo$195.00
Art class (weekly)Mateo$160.00
Summer enrichment camp (annualized: $4,200 ÷ 12)Both children$350.00
Subtotal — Extracurricular Activities$1,310.00
ExpenseMonthly Amount
Copays and deductibles for pediatric visits (average)$125.00
Dental care (pediatric dentist — copays and uncovered services)$85.00
Vision care (Isabela wears corrective lenses)$45.00
Prescription medications (average)$35.00
Subtotal — Uninsured Healthcare$290.00
ExpenseMonthly Amount
Diapers, wipes, and toiletries (Mateo)$95.00
Haircuts and personal grooming (both children)$65.00
Toys, books, and age-appropriate media$120.00
Subtotal — Children's Personal Needs$280.00
CategoryMonthly Amount
Childcare / Babysitting$2,000.00
Private School Tuition (Ridgeview Academy)$4,933.33
Additional Education Expenses$340.00
Extracurricular Activities$1,310.00
Uninsured Healthcare$290.00
Children's Personal Needs$280.00
Subtotal — Children's Expenses$9,153.33
ExpenseMonthly Amount
Health insurance (employee premium contribution — see Item 4(a); already deducted from gross income)(Included in deductions: $1,285.00)
Life insurance (individual term life policy, $1,000,000 coverage, through Kestrel Life Insurance)$142.00
Automobile insurance (Drayton Assurance — coverage for one vehicle, 2021 BMW X3)$285.00
Umbrella liability insurance (Harborview Specialty Insurance, $2,000,000 umbrella policy)$68.00
Subtotal — Insurance (out-of-pocket, not deducted from paycheck)$495.00
ExpenseMonthly Amount
Car payment — 2021 BMW X3 sDrive30i (lease payment through Westvale Partners LLC)$685.00
Gasoline / fuel$380.00
Auto maintenance and repair (average monthly)$125.00
Parking (monthly garage parking at residence and workplace parking)$275.00
Tolls (FasTrak, average monthly)$45.00
Ride-share services (Uber/Lyft, used approximately 4–6 times per month)$185.00
Subtotal — Transportation$1,695.00
DebtCreditorMonthly Payment
Credit card — Visa (Chase sapphire Reserve)Brightwater Financial$850.00
Credit card — Hollowell Partners LLC (Citi Double Cash)Ridgeway Capital Markets$425.00
Student loan — federal direct consolidation loan (MFA program)U.S. Department of Education / Harborview Services Inc.$675.00
Subtotal — Installment Payments / Debts$1,950.00
Attorney / ProfessionalRoleHourly Rate
Oliver Mackenzie, Esq.Partner (supervising attorney)$925.00/hr
Priya Anand, Esq.Partner (co-counsel)$875.00/hr
Devon Archer, Esq.Lead Associate (attorney of record)$625.00/hr
Nadia Petrov, Esq.Working Associate$485.00/hr
Cost CategoryEstimated Amount
Custody evaluator fee (my share of the total evaluator fee of $18,500)$9,250.00
Forensic accountant fee — Harold K. Yamamoto, CPA/ABV/CFF, Yamamoto Brace & Liu, LLP (flat fee engagement for forensic income analysis of Respondent's earnings)$14,750.00
Mediator fees (estimated share)$3,500.00
Filing fees, process server costs, and court reporter fees$1,200.00
Deposition costs (estimated)$4,500.00
Total Estimated Expert and Litigation Costs$33,200.00
ExpenseMonthly Amount
Entertainment and recreation (family outings, movies, dining out)$650.00
Charitable contributions / gifts (annualized monthly average)$500.00
Personal care (haircuts, skincare, gym membership)$385.00
Savings / investments (additional contributions to taxable brokerage account, beyond 401(k))$1,500.00
Pet care (family dog — food, veterinary, grooming)$175.00
Gifts (children's birthday parties, holiday gifts — annualized monthly average)$250.00
Professional development / industry memberships (Academy of Television Arts & Sciences, Producers Guild)$125.00
Subtotal — Other Monthly Expenses$3,585.00
CategoryMonthly Amount
Residence (Item 6(a))$5,060.00
Household Expenses (Item 6(b))$3,479.99
Children's Expenses (Item 6(c))$9,153.33
Insurance (Item 6(d))$495.00
Transportation (Item 6(e))$1,695.00
Installment Payments / Debts (Item 6(f))$1,950.00
Attorney Fees and Costs (Item 6(g))$8,500.00
Other Monthly Expenses (Item 6(h))$3,585.00
TOTAL MONTHLY EXPENSES$33,918.32
AssetInstitution / DescriptionApproximate Value
Checking accountNorthpoint Securities, Acct. ending -7293$18,450.00
Savings accountNorthpoint Securities, Acct. ending -7294$42,300.00
Money market accountMarlowe Asset Management, Acct. ending -0156$67,500.00
Taxable brokerage accountRidgeway Asset Advisors, Acct. ending -4821$185,200.00
Vested RSU shares (Luminos Entertainment Group, Inc. common stock)Luminos Equity Plan, held at Penrose Corporation, Acct. ending -3319$112,400.00 (approximate current market value of vested and unrestricted shares)
Unvested RSUsLuminos Equity Plan (not yet vested; subject to forfeiture upon termination of employment)$262,500.00 (estimated value based on current stock price; unvested and subject to continued employment)
401(k) retirement accountBrightwater Capital Management, Luminos Entertainment Group 401(k) Plan, Acct. ending -8847$394,200.00
Roth IRAMarlowe Asset Management, Acct. ending -2651$78,300.00
Vehicle — 2021 BMW X3 sDrive30iLeased (Westvale Partners LLC); no equity; lease expires November 2024$0.00 (leased vehicle)
Personal property (furniture, electronics, jewelry, clothing, household items)Various$35,000.00 (estimated)
Total Estimated Assets$933,850.00
DebtCreditorOutstanding BalanceMonthly Payment
Credit card — Visa (Chase sapphire Reserve)Brightwater Financial$14,200.00$850.00
Credit card — Hollowell Partners LLC (Citi Double Cash)Ridgeway Capital Markets$6,800.00$425.00
Federal student loan (consolidation loan)U.S. Department of Education / Harborview Services Inc.$38,450.00$675.00
BMW X3 lease obligation (remaining lease payments)Westvale Partners LLC$11,645.00 (19 remaining monthly payments of $685 less disposition fee adjustment)$685.00
Attorney fees — Calderwood & Harkness LLP (anticipated remaining obligation above retainer)Calderwood & Harkness LLP$70,000.00–$125,000.00 (estimated)$8,500.00 (current average)
Forensic accountant feeYamamoto Brace & Liu, LLP$14,750.00(flat fee, to be paid upon engagement)
Total Estimated Liabilities$155,845.00–$210,845.00
ChildDate of BirthAge
Isabela Luz Fonseca-MedranoFebruary 11, 20176 years old
Mateo Elías Fonseca-MedranoAugust 29, 20193 years old