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of Mrs. Chamberlain's estate in order to maximize the value of
the assets that would ultimately go to Dale.
On December 14, 1992, Mr. Meyer wrote the following in a
memo (Exhibit 4-D) to Mr. Kadish:
June Chamberlain passed away December 7. I am
going to meet with Ted [Chamberlain] on Saturday
morning the 19th. Please review the file and let me
know what specific information, if any, we need. I
will try to get a listing of all property from him and
bank accounts. I understand everything is jointly
held. * * *
Mr. Kadish wrote his response to Mr. Meyer on Exhibit 4-D, below
Mr. Meyer's text. Mr. Kadish asked Mr. Meyer to "Get a precise
list of all assets & debts and how they are held", reminded him
that "We have 9 mos to disclaim", and advised that "I believe
disclaimer of some types of jt property are now possible."
Subsequently, Mr. Meyer accompanied decedent to the bank
to help him inventory the contents of decedent's and Mrs.
Chamberlain's safe deposit box. Decedent and Mr. Meyer organized
the contents of the safe deposit box according to the type of
ownership interest in each asset: Assets owned outright by
decedent; assets that had been held jointly by decedent and
Mrs. Chamberlain; and assets that had been owned outright by
Mrs. Chamberlain.
Shortly after Mrs. Chamberlain's death, decedent became
preoccupied with his financial security and started taking a very
cautious approach to the management of his financial affairs.
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