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of the 3 categories of bonds that he used to calculate his gross
assets. Both pages were initialed "TJC" and dated "1/1/93" in
the top right corner.
The third page was written on a piece of paper from a yellow
legal pad and is in Dale's handwriting, except the title "TOTAL
WORTH 1992" and page number, which are in decedent's. On this
page, under headings for "Treasuries", "Coupon Bonds",
"Registered Bonds", "Bank Accounts" and Stock", Dale listed
certain assets, identified them with a "T", "JT" or "J", and
listed their values. In addition to the $257,745 worth of assets
designated "J" by decedent, Dale designated an additional
$149,799 worth of assets on this page as "J" assets that decedent
had not previously identified as "J" assets. The top right
corner of this page had been initialed "DGC" and dated "1/1/93"
by Dale; it did not contain decedent's signature or initials.
Throughout the pages of Exhibit 5-E, many items were marked or
circled in various colors of pen and pencil. Some of the pages
also bear reminder notes for decedent's use. For example, near
the bottom of the first page, in blue pen, decedent wrote
"Working On 2 8 1/23/93 TJC where is it?"3 On another page,
3 The numbers "2" and "8" were circled and are decedent's
abbreviations for February and August.
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Last modified: May 25, 2011