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wrote check for groceries & professional expenses
6f. Did you review the monthly bank statements?
: Yes 9 No
6g. Did you balance the checkbook to the bank
statements?
: Yes 9 No
7. Did you pick up and open the household mail?
: Yes 9 No
8. Identify any periods of separation between you and
your (ex)spouse during the year(s) in question.
None
9. What was your highest level of education during
the year(s) in question?
Note any business or tax related courses you
completed by that time.
Sc.D in chemical engineering from MIT. No
business or tax related courses.
10. What was your (ex)spouse’s highest level of
education during the year(s) in question?
Note any business or tax related courses he or she
completed by that time.
Ph.D in physiology from Tufts University. No
business or tax related courses.
11. Have any assets been transferred from you to your
(ex)spouse? : Yes 9 No
If yes, list the assets and the date of transfer.
Explain why the assets were transferred.
9/14/87. Transfer of principal residence from
joint ownership solely to my wife. For estate
planning reasons, in order to utilize our estate
tax exemptions
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