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The eight checks written by John Rector paid the following
expenses of decedent:
Date Check
Cleared Payee Amount
3/10/99 Hospital $5,301.00
3/30/99 HCFA Health Insurance 763.60
4/8/99 Pharmacy 406.57
4/8/99 Anderson Zeigler Disharoon
Gallagher & Gray
(attorney’s fees) 862.50
4/8/99 Convalescent Hospital 5,130.00
5/4/99 Convalescent Hospital 10,000.00
5/7/99 Convalescent Hospital 5,345.00
5/10/99 HCFA Health Insurance 763.60
28,572.27
In April 2000, RLP transferred $348,100 to decedent’s 1991
revocable trust. The 1991 revocable trust then issued a check in
the same amount, payable to the Internal Revenue Service, for
decedent’s 1999 Federal gift tax liability. In October 2001, RLP
opened a premier variable credit line account and borrowed
$1,303,700 on the credit line. On October 21, 2002, RLP
transferred $1 million to the credit line and wrote on the credit
line a check for $2,038,098 to pay towards the estate’s Federal
estate tax liability. On October 25, 2002, RLP wrote a check for
$262,654 on the credit line to pay the estate’s reported
California estate tax liability. On May 20, 2005, a check for
$384,535 was written on the credit line to satisfy certain
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Last modified: March 27, 2008