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As of May 31, 1987, the balance in the Morgan Guaranty
checking account was zero.
Sloan's First National Bank of Omaha Account
On March 8, 1987, Sloan had an account at the First National
Bank of Omaha, with a balance of $5,089.17. By September 29, 1987,
the balance in this account was zero.
Tax Returns
On July 7, 1976, Sloan filed a Form 709, U.S. Quarterly Gift
Tax Return, on which he reported giving 575 shares of Baum stock to
David. On that return, Sloan reported his marital status as
“single”.
On January 2, 1986, Sloan filed a Form 1040, U.S. Individual
Income Tax Return, for 1985. His filing status was listed as “head
of household” (with David listed as his qualifying child). On
January 22, 1987, Sloan filed a Form 1040 for 1986. His filing
status was listed as “head of household”.
Fiduciary income tax returns were filed for the trust for 1985
and 1986, reporting $19,375 of dividend income for 1985 and $20,218
of dividend income for 1986.
Sloan’s estate did not file either a Federal estate or a
fiduciary income tax return. Nor was a Federal income tax return
for Sloan filed for the period January 1 to March 8, 1987.
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Last modified: May 25, 2011