- 10 -
death, the assets marked "J" on Exhibit 5-E by decedent had a
fair market value of $257,745. Decedent failed to designate
$13,100 of assets listed in Exhibit 5-E and designated an
additional $48,247 and $29,818 worth of assets as "JT" and "T",
respectively, that were subsequently listed on Mrs. Chamberlain's
probate inventory ("Probate Inventory") (referred to collectively
with Exhibit 5-E as "the Documents") as being part of her probate
estate.
During Dale's visit to Portland, he and decedent jointly
produced an additional 3 pages of Exhibit 5-E that reflect
decedent's and Dale's efforts to determine the total value of
decedent's and Mrs. Chamberlain's property. The first of these 3
pages, which is in decedent's handwriting, is entitled "TALLY".
The top half of the page contains tables summarizing bank
account, stock, and credit union information, with details
similar to those found in the first 5 pages, such as account
number or security name, ownership interest or value, and an
identification of ownership. On the bottom half of the page,
under the heading "DEC. 1992", decedent summarized the values of
each type of asset in which he had an interest, such as
"Treasuries", "Stock", and "House", and calculated a total value
of $1,525,000. An additional page entitled "TALLY 12/29/92",
contains totals for treasury, coupon, and registered bonds and
appears to be the worksheet decedent used to determine the values
Page: 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