Helen M. Korchak - Page 35

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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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