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home health care providers. During 1997, Ms. Powell shopped for
decedent’s groceries and medications and paid decedent’s bills.
From January 8, 1997, until decedent’s death, Ms. Powell
withdrew funds for decedent’s personal living expenses from
several bank accounts titled in decedent’s name or in the name of
one of the trusts. Throughout that same period, Ms. Powell
deposited into those bank accounts dividends and interest paid
with respect to stocks, bonds, and other assets held in the
Marital Fund, which allegedly had been assigned to GFLP. For
example, decedent maintained a trust checking account for the
Sidney Gore Trust, trust account No. 0825, in the name of “Sylvia
Gore, Trustee of the Sidney Gore Trust, Pamela Powell”, into
which Ms. Powell25 deposited some but not all of the dividends
paid on Marital Fund stocks and distributions from GFLP as
follows:26
25Decedent remained the trustee of the Sidney Gore Trust
from the time she executed the assignment until she died.
26Ms. Powell also deposited $2,472.13, which appears to be
interest paid on the Commercial Federal CD, into trust account
No. 0825. However, the only evidence of this is the word
“Commercial” that is handwritten on the check line of the deposit
slip, and there are no other documents on record to corroborate
that interest was paid on this CD in 1997.
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Last modified: November 10, 2007