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handwritten and initialed by Dale on a sheet of paper from a
yellow legal pad. Moreover, although Exhibit 5-E comprises 12
pages, only 8 of the pages were different from each other (and 3
of those pages were photocopies)--the other 4 pages were
duplicates.
Exhibit 5-E listed all property (consisting of securities,
bank accounts, and the family residence) that decedent: (1) Owned
outright; (2) was entitled to as surviving joint tenant; or (3)
would receive as part of the residue of Mrs. Chamberlain's
estate. Five of the pages contain information on marketable
securities, mostly bonds, and are organized by the months in
which interest payments were to be received. The first page, for
example, was entitled "JANUARY & JULY TALLY 1992". On each page,
decedent drew several columns to record information about each
security, including columns for the security name, account
number, payment date, par value, interest rate, maturity, and
location of the security. There was also a column in which
decedent marked each asset with a "T" "JT" or "J" to identify the
original source of the asset. Under the column headings,
decedent grouped the securities into 3 headings: Treasury,
coupon, and registered. The succeeding pages followed this same
approach but contained two tables on each page, each covering two
calendar months. The second page, for example, contained tables
entitled "1993 FEB & AUGUST TALLY" and "MARCH SEPT". None of the
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