- 9 - pages were signed, but decedent had initialed and dated the bottom right corner of the first page "1/12/93". The following is an example of the information presented in Exhibit 5-E for treasury bonds paying interest in January and July 1992: JANUARY & JULY TALLY 1992 TREAS PaymentTreas. Time Account To Bank Dates Amount No. T.D. 1/16/92 20K T.Bill 52 week 9900-xx WSNB JT 1/23/92 80k T.Bill 26 week 9900-xx WSNB JT 1/23/92 45k T.Bill 26 week 9900-xx WSNB J 1/30/92 45k T.Bill 52 week 4400-xx WSNB T Total = 190k TREASURIES On or around January 1, 1993, when Dale was in Portland for the holidays, he sat down with decedent at the kitchen table to discuss decedent's estate plan and reviewed the first 5 pages of Exhibit 5-E. Decedent had prepared Exhibit 5-E, identifying which assets had been Mrs. Chamberlain's property, which assets were decedent's property, and which assets were jointly owned by decedent and Mrs. Chamberlain, and discussed it with Dale as a step in effectuating his estate plan. While reviewing Exhibit 5- E, decedent told Dale that he planned to disclaim the assets that were in Mrs. Chamberlain's name, which were marked on Exhibit 5-E with a "J". On December 7, 1992, Mrs. Chamberlain's date ofPage: Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Next
Last modified: May 25, 2011