Mineral worksheet

This form is provided to demonstrate what the potential return from selling your mineral rights could be using past historical data. We encourage you to consult your financial advisor for a more definitive review of your individual situation, past performance may not be indicative of future results
How many years have you owned your minerals?
How much have you received in royalty payments, cumulatively?
During that time, how many lease bonuses have you recevied?
How much was the lease bonus, cumulatively (if you leased your minerals 3 times for $20000 each time enter $60000)
Total mineral and royalty income (Lease and royalty Payments)
Estimated taxes paid on your lease royalty income, cumulatively (most mineral owners pay 33%)
Total net income from mineral and royalty income (Total mineral and royalty income less taxes paid)
Net Annual income from your mineral royalty interest (Total net income divide by years of ownership)
Enter the amount you are being offered to sell your mineral interest
Select the applicable tax percent based on your total taxable income, including any capital gains from the sale of your minerals (Capital Gains = the sale price minus the approximate value of the rights when you acquired them)
Total net proceeds from sale of mineral rights
Estimated return if net proceeds were invested in the Standard and Poors (S&P) at 9% interest for the time of ownership. (The S&P has averaged 9.8% for the last 90 years.)