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Oklahoma checking account No. xxxxxx6672 (joint account No.
6672), Social Security death benefit, household furnishings,
personal items, car, and two individual retirement accounts, the
cumulative value of which was in excess of $500,000; (2) the
Family Fund was to receive cash of $542,000; and (3) the Marital
Fund was to receive specific assets listed on pages 17-20 of the
estate tax return, which included the assets referenced in
schedules A, B, and C of the Order for Partial Distribution,10 a
Grand River Dam Authority Oklahoma bond bearing a 5.5-percent
interest rate that matures on June 1, 2009, and allegedly was
held in a Paine Webber account (GRDA bond No. 4),11 a Grand
River Dam Authority Oklahoma bond bearing a 5.0-percent interest
rate that matured on June 1, 2001, and was held in the same Paine
Webber account as GRDA bond No. 1 (GRDA bond No. 5), a Grand
River Dam Authority Oklahoma bond bearing a 5.0-percent interest
rate that matured on June 1, 2001, and was held in a Merrill
Lynch account (GRDA bond No. 6), an individual retirement
10A Valley National CD No. xxx24 was listed on Schedule M,
Bequests, etc., to Surviving Spouse, of the Sidney Gore estate’s
Form 706. However, two Valley National CDs with different
numbers and different maturity dates were included on the Order
for Partial Distribution.
11It is unclear from the record whether this bond actually
exists or whether Sidney Gore’s estate confused it with another
bond in reporting it on Form 706. The only mention of this bond
is in the Sidney Gore estate’s Form 706; it was not referred to
in any other documents in the record, including the Paine Webber
account statement and the parties’ valuation experts’ reports.
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Last modified: November 10, 2007