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Life received on November 19, 2001. Included with that letter
were two death certificates for decedent. A.G. Edwards November
16, 2001 letter stated in pertinent part:
As per our conversation today, please find the enclosed
original death certificates to liquidate the above policies.
Also, Mrs. Snyders bank account number is 007071707352, you
have the rest of the information on file.
I am under the assumption that these will be liquidated on
November 19, 2001, and all any monies due per your calcula-
tion will be deposited into the above account on Tuesday,
November 20th, 2001. If this is NOT a correct assumption,
please advise Robert Hopkins or myself immediately at (800)
688-9334.
On November 26, 2001, petitioner received into her Bank of
America checking account a payment of $25,940.28 from Sun Life
with respect to decedent’s fixed annuity contract.
On November 26, 2001, petitioner received into her Bank of
America checking account a payment of $170,429.52 from Sun Life
with respect to decedent’s fixed/variable annuity contract.
Sun Life reported to respondent for petitioner’s taxable
year 2001 the gross distributions of $25,940.28 and $170,429.52
that it made to petitioner during that year with respect to
decedent’s fixed annuity contract and decedent’s fixed/variable
annuity contract, respectively. In this connection, Sun Life
prepared separate Forms 1099–R, Distributions From Pensions,
Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance
Contracts, etc. (Sun Life Form 1099-R), for 2001 that showed Sun
Life as the payer and petitioner as the recipient of such respec-
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Last modified: May 25, 2011