Estate of Theodore J. Chamberlain - Page 11




                                       - 11 -                                         

          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.                                      




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