WPCC JrGI~:l֙]M n%%Pku zLYn :6c#f.Gţ:@{}1qEl4I(oׁb|Fu7҂CqzxC&u zd2)?(#pF^opΨΏ^WӶo"B{\/Ӎq._S_ӑC؋XDчsB\eQVAN}2mȴ:/Ƞu/ney[dѿKR@;FϥxR֚aI[0\ .ٮ~oŃRǨf;!{ D3 A aVUN B jUff^  AQ@ 0 D 0DJ 0D D/ B@ B A; D3 D+ 0KBf AMa 0J AM: AYa 0F AS: A AK  D3W B7 B7 C AM C_ 0Dy C C B* C 0B5 Bwafafafafafafaf,a.fBDMD A A: A@U<U*fa fa a4vHfa C C$ i f1 A3 D5 B-! A>! A! A"9#o9#U8'M'pM' DCG+a+ A+fG, BI,U4f, A, AC-a-UN.@N.od. A Bp@Bsۂ@>NoopPpPC mCRosemary,,,,,,0(9 Z 6Times New Roman RegularX($ "+*&OLE 2.0 Box <=8C HKKKK EDPDPD2 "(14. Subtract line 13 from line 12 Times New Roman--,2 (Total Net Estate Value-2 0( $&&@&@&&&-82 (&1815. Safe Deposit Box location2 (2 &8How titled66066Times New Roman--+2 86HWho has access to it? GG----^ "+*&OLE 2.0 Box <=8C HKKKKWPWin 6.0/OLE 1.0 Prefix Information Marker 123Worksheet`, ,rJ U6#   EFu 3~n n n n n n n n n n  n    n   n   n   n  n   n&  n     CBCOPY;n,!  ? @VLBLBqqq Arial%" Times New Roman%#Times New Roman%* Times New Roman%, Times New Roman#_"" ##/# #/##_!#."_5"6"_IJ*U,"2Normal 0f,Undefined"2Normal 0f,Undefined"2Normal 0f,Undefined"2Normal 0f,Undefined"2Normal 0f,Undefined"2Normal 0f,Undefined"2Normal 0f,Undefined"2Normal 0f,Undefined"2 Normal 0f,Undefined"2 Normal 0f,Undefined"2 Normal 0f,Undefined"2 Normal 0f,Undefined"2 Normal 0f,Undefined"2Normal 0f,Undefined"2Normal 0f,Undefined"2Normal 0f,Undefinedq0*z~@@@@@@@@  @ @@@    @@@ ! "!#"$#%$&%'&(')(*)+*,+-,.-/.0/102132435465768798:9;:<;=<>=?>@?A@BACBDCEDFEGFHGIHJIKJLKMLNMONPOQPRQSRTSUTVUWVXWYXZY[Z\[]\^]_^`_a`bacbdcedfegfhgihjikjlkmlnmonpoqprqsrtsutvuwvxwyxzy{z|{}|~}~ ~'@@@@            ~'@ @           ~'@ @             ~'@ @          ~'@ @@@          ~'@ @           ~'@  @@  @         ~'@@@@@@@  @ @@  @ @@@@@@@@@ ~'D'1. Do you or your spouse own a home or any other real estate? ^Equity'Description and Location'Date Acquired'Purchase Price'Current Value - Mortgage'In Husband's Name'In Wife's Name'In Both Names' $' $' $8'*Or indicate if received as a gift or inheritance.W '2. Do you or your spouse own any other titled property such as a car, boat, etc? ^Equity 'Description and Location 'Date Acquired 'Purchase Price 'Current Value - Mortgage 'In Husband's Name 'In Wife's Name 'In Both Names ' $ ' $ ' $8'*Or indicate if received as a gift or inheritance.n'3. Do you or your spouse have any cash or cash equivalent accounts? (Savings, CDs, money market, etc.) ^Equity'Name of Institution'Phone Number 'Type'Account Number'In Husband's Name'In Wife's Name'In Both Names8'*Or indicate if received as a gift or inheritance.n'3. Do you or your spouse have any cash or cash equivalent accounts? (Savings, CDs, money market, etc.) ^Equity'Name of Institution'Phone Number 'Type'Account Number'In Husband's Name'In Wife's Name'In Both Namesa'4. Do you or your spouses own any stocks, bonds or mutual funds (including company stock)?'Current Value' # of Shares'Description and Location'Account #'Date Acquired'Purchase Price'In Husband's Name'In Wife's Name'In Both NamesO'5. Do you or your spouse have any profit sharing, IRAs or pension plans?'Current Value 'Type'Account Number'Name of Institution'Beneficiary'In Husband's Name'In Wife's Name'In Both NamesR'6. Do you or your spouse have any life insurance policies and/or annuities?'Death Benefit'Name of Company'Policy Number 'Type'1st Beneficiary'2nd Beneficiary'Owner; Husband'Owner; Wife'In Both NamesQ'7. Do you or your spouse own a business or have any partnership interests?'Current Value'Description'Date Acquired'Purchase Price'In Husband's Name'In Wife's Name'In Both Names3'8. Does anyone own you or your spouse money?'Approximate Value 'Name 'Address'Phone Number^Description^Owe: Husband^Owe: Wife^Owe: Bothr'9. Do you or your spouse have any special items of value such as coin collections, antiques, jewelry, etc.?'Approximate Value'Description'Owned by: Husband'Owned by: Wife'Owned by: BothW'10. What is the approximate total value of all your remaining personal property?' $' $' $' (Whatever you or your spouse own that has not been listed above; for example: clothes, furniture, collectibles, etc.)...~'11. Do you or your spouse have debts other than mortgage(s) listed above, like credit cards, personal/bank loans, etc.?^Amount Owed'Description'Account Number'Phone Number^Owed by Husband^Owed by: Wife^Owed by: Both' $' $' $ 'Total Debt ' $ ' $ ' $= '12. Total value of everything you and your spouse own:3' (Add Totals of Line 1 through Line 10 above)' $H'13. Total amount you and your spouse owe (total of line 11 above)' -('14. Subtract line 13 from line 12'Total Net Estate Value' $$'15. Safe Deposit Box location'How titled'Who has access to it?-W_ ArialArialArialTimes New RomanTimes New RomanTimes New RomanTimes New RomanSymbol    O4!*d|ESTATE OF VERA M. SLOANWFM3FM3 PropertyWK3WK3 Property  + >)* *>)* *CMHdr+  METAFILEPICTD(D!  "System---   HTimes New Roman--2 Q10. What is the approximate total value of all your remaining personal property?   Times New Roman--2  $2 A $2 B@ $-2 z# (Whatever you or your spouse own that has not been listed above; for example: clothes, furniture, collectibles, etc.)...  2 3x1C11. Do you or your spouse have debts other than mortgage(s) listed above, like credit cards, personal/bank loans, etc.? -2 E ATAmount Owed2 U RdDescription 2 UR1dAccount Number2 U2 0RdPhone Number"2 URdOwed by Husband 2 URAdOwed by: Wife 2 UM@RdOwed by: Both-zW $bsbs(|W $bAsbsA(}W $@bsbs@(bb2 fbt $2 fbAt $2 fB@bt $~W $rr(W $rArA(W $@rr@(rrW $(W $AA(W $@@(W $(W $AA(W $@@(W $(W $AA(W $@@(bbb002 2 Total Debt2  $2 A $2 B@ $bbb@@b-^2 712. Total value of everything you and your spouse own:O2 - (Add Totals of Line 1 through Line 10 above)-2  $-n2 B13. Total amount you and your spouse owe (total of line 11 above) -2  -->2 "(14. Subtract line 13 from line 12 Times New Roman--,2 (Total Net Estate Value-2 0( $&&@&@&&&-82 (&1815. Safe Deposit Box location2 (2 &8How titled66066Times New Roman--+2 86HWho has access to it? 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  > Husband&Yes&No F   Wife&Yes&No ,   X%X% % %A&) xdEX (#A     `     h     YourName   `     h SocialSecurity#   p     DateofBirth  +       `     h A&) xdEX"(#A #  SpousesName   `     h SocialSecurity#   p     DateofBirth 2  A&) xdEX(#A Z StreetAddress   `     h      p      i A&) xdEX`(#A a City     `     h State       p  p   Zip0  0 %%Emailaddressp % % A&) xdEX(#A  HomePhone   `     h WorkPhone   p     Occupation  A&) xdEX(#A 7 EmployerA&) xdEX=(#A > EmployersAddressA&) xdEX(#A u" SpousesEmployer `     h WorkPhone   p     Occupation # A&) xdEX{(#A |% SpousesEmployersAddressF   #& #  F#Doyoucurrentlyhaveawilloratrust*?   h Husband____________________    Spouse______________________ ( *Ifyes,pleaseforwardacopytoouroffice.Doyouexpecttoreceivemoneyorotherassetsfromgift,inheritance,lawsuit,orother?__________________________________Doyouexpecttoreceivemoneyorotherassetsfromgift,inheritance,lawsuit,orother?__________________________________Ifyes,howmuch? `     h Husband____________________    Spouse______________________F   ', #  F#nUA8($dx< `E/ Tdg<n % %X%X%  X%X% % %1. __________________________________________________________ p &Natural  &LegallyAdopted (# &Foster #o"2 ЀChildsName `     h    $;#3 _____________________________________________________________ p &NeedsSpecialCare0 x &Dependentk%$4x%x% DateofBirth   `    SocialSecurity# 3&$5 _____________________________________________________________ p &Married#ofChildren_____Ages:__________ &%6 StreetAddress   `     h      p  '[&7 ____________________________________________________________ p Relatedto: (#'8 City     ` State    h   ZIP   p &YouOnly  &SpouseOnly  (# &Both S)'9 A&) xdEX*(#A *{);  2. __________________________________________________________ p &Natural  &LegallyAdopted (# &Foster +R*= ЀChildsName `     h    ,+> _____________________________________________________________ p &NeedsSpecialCare0 x &DependentN-+?x%x% DateofBirth   `    SocialSecurity# .,@ _____________________________________________________________ p &Married#ofChildren_____Ages:__________ .v-A StreetAddress   `     h      p  />.B _____________________________________________________________ p Relatedto:   x   (#  n0/C City     ` State    h   ZIP   p &YouOnly  &SpouseOnly  (# &Both 61/D Ї 3. __________________________________________________________ p &Natural  &LegallyAdopted (# &Foster  ЀChildsName `     h    \ _____________________________________________________________ p &NeedsSpecialCare0 x &Dependent$x%x% DateofBirth   `    SocialSecurity# T _____________________________________________________________ p &Married#ofChildren_____Ages:__________  StreetAddress   `     h      p  | _____________________________________________________________ p Relatedto: D City     ` State   ZIP h      p &YouOnly  &SpouseOnly  (# &Both t   A&) xdEX (#A    lA6&"d 8< `EX P Td !l p %p %X%X%     x  X%X%p %p % 1.Trustee(s) Managesyourtrustnow;usuallyyou,yourspouse,and/oryouradultchild(_Ԣren_). # A&) xd0EX(#A   Name     `     h Address   p     Phone  2.SuccessorTrustee(s) 󀄀Actsatyourincapacityordeath.Canbeadultchild,trustedfriend,and/oracorporatetrustee.    #1Choice:  Name___________________________________________________  Phone_____________________________          Address______________________________________________________________________________________#2Choice:  Name___________________________________________________  Phone_____________________________ :     Address______________________________________________________________________________________$#3Choice:  Name___________________________________________________  Phone_____________________________ Z#     Address__________________________________________________________________________________________________________ 3.GuardianForMinorChildren 󀄀Responsibleadultwhowillraiseyourminorchildrenifsomethinghappenstoyou.  )   #1Choice:  Name___________________________________________________  Phone_____________________________ !6 +         Address______________________________________________________________________________________#2Choice:  Name___________________________________________________  Phone_____________________________ $V#/     Address______________________________________________________________________________________( 4.TrusteeForMinorChildren 󀄀Managesinheritance.CanbesamepersonasGuardian,anotheradultand/oracorporatetrustee. (>'4   #1Choice:  Name___________________________________________________  Phone_____________________________ :*(6         Address______________________________________________________________________________________#2Choice:  Name___________________________________________________  Phone_____________________________ Z-+:     Address______________________________________________________________________________________ .-< +l A6&"d 8< `EXn TdDh"l , %, %X%X%  X%X%, %, %1.SpecialGifts :Arethereanyspecificitemsyouwishtogivetoanindividual,charity,foundation,religiousorfraternal P organization?NameofPerson/Organization   Address h      p Phone#     x DescriptionoftheGift D y8  *wh&uddd Xdd Xdd XX%X%w, dd , dd ,dd , dd +   t     p    p    p    p    8    8    8    8     0     0     0     0                    y8     ` 2.Beneficiaries :Whodoyouwanttoreceivetherestofyourassetsafteryourspecialgiftshavebeendistributed?Youcan  designatedollaramountorpercentage.NameofPerson/Organization   Address h      p Phone#     x DescriptionofGift x *w&|dd dd  dd dd dd h&uX%X%, dd , dd ,dd , dd +   @         !    "    #   h$   h%   h&   h'   \(   \)   \*   \+    ,    -    .    /   |0   |1   |2   |3   p4   p5   p6  p7   [#[ [y7##  [Ԙ7# 3.InheritingInstructions :Doyouwantyourchildren/grandchildren/otherbeneficiariestoreceivetheirinheritancesin : installments,atcertainages,orallatonce?A&) xdEX (#A  > A&) xdEX!(#A !S A A&) xdEXY#(#A Z#!D A&) xdEX$(#A $#G  4.Doyouprovideforsomeonewhorequiresspecialcare?  `'%K A&) xdEX)(#A )P(N A&) xdEXV+(#A W+)Q A&) xdEX,(#A ,+T  A&) xdEX.(#A .--W  l/.Y Ї5.AlternateBeneficiaries :Whomdoyouwanttoreceiveyourestateifyou(andyourspouse)outlivethebeneficiariesnamed 0 above?NameofPerson/Organization   Address h      p Phone#    DescriptionofGift $ XgX \X2XXXg*]&add dd  dd dd dd w&|X%X%, dd , dd ,dd , dd +   T   P   P   P   P    8    8    8    8    P   P   P   P   8    8    8   8   #XgXX\X2=## XXg=# 6.Disinheriting :Arethereanyrelativesyouspecificallydonotwanttoreceiveanythingfromyourestate? @  A&) xdEX(#A 4  A&) xdEX:(#A ; lA6 &"d 8< `EX$ Td\ l D %D %X%X%      L PLEASEUSEDOLLARAMOUNTSFORALLASSETSHELD  r      L BYEACHSPOUSE.IFASSETSAREHELDINJOINT :       L TENANCY,SHOWAMOUNTIN BOTHCOLUMNS.  j!  X%X%D %D %1.Doyouoryourspouseownahomeoranyotherrealestate?  *Indicateifreceivedasagift(G)orinheritance(I)     p    R&      `     h      p     Equity(CurrentValueLessMortgage)  *,&.dd dd  dd dd dd ]&aX%X%," dd ,9dd ,dd ,dd ,edd ,edd ,dd +   B) DescriptionandLocation  * DateAcquired  n, PurchasePrice*  n. ЀMortgage  /   Husband 0  G  Wife 1  VG  Both 2  G  23   24   25   26 $ %27 %$ %28 %$ "29 "  &:   &;   &<   &=  %&> % %&? % "&@ "  A   B   C   D  %E % %F % "G "  F H   F I   F J   F K  %F L % %F M % "F N "TotalValue  !: O  %!: P % %!: Q % "!: R "$  !: S $  !: T $ !: U  2.Doyouoryourspouseownanyothertitledpropertysuchasacar,boat,etc.?  *Indicateifreceivedasagift(G)orinheritance(I)     `     h      p     Equity(ValueLessDebt)*&2dd" dd 9dd dd dd edd edd dd ,&.X%X%," dd ,9dd ,edd ,dd ,edd ,edd ,dd +   J'%[ DescriptionandLocation  'F&\ DateAcquired  v('^ PurchasePrice*  v('`   Debt 'F&a    Husband 'F&b    Wife 'F&c    Both 'F&d    )j(e   )j(f   )j(g   )j(h $ %)j(i %$ %)j(j %$ ")j(k "  .+)l   .+)m   .+)n   .+)o  %.+)p % %.+)q % ".+)r "  ,"+s   ,"+t   ,"+u   ,"+v  %,"+w % %,"+x % ","+y "  -~,z   -~,{   -~,|   -~,}  %-~,~ % %-~, % "-~, "TotalValue  B/-  %B/- % %B/- % "B/- "$  B/- $  B/- $ B/-  3.Doyouoryourspousehaveanycashorcashequivalentaccounts?(Savings,CDS,moneymarket,etc.)*XXXLxXX*     `     h      p      L CurrentValue*&dd" dd 9dd edd dd edd edd dd &2X%X%," dd ,dd ,9dd ,dd ,edd ,edd ,dd +   X NameofInstitution  $ Phone#  $ Type  $ Account#  $   Husband $    Wife $     Both $                  $ % %$ % %$ " "  t   t   t   t  %t % %t % "t "  8   8   8   8  %8 % %8 % "8 "   ,     ,!    ,"    ,#  % ,$ % % ,% % " ,& "TotalValue   '  % ( % % ) % " * "$   + $   , $  -  4.Doyouoryourspouseownanystocks,bondsormutualfunds(includingcompanystock)?̀Ifyouraccountiswithabroker,pleaseprovideacopyofyourlaststatement.     `     h      p      L CurrentValue*&Ddd" dd dd 9dd dd edd edd dd &X%X%,[dd ,dd ,edd ,edd ,dd +   h2 DescriptionorBroker  43 Account#  44   ӀHusband 45    Wife 46    Both 47    (8   (9 $ %(: %$ %(; %$ "(< "  =   >  %? % %@ % "A "  HB   HC  %HD % %HE % "HF "  <G   <H  %<I % %<J % '&<K 'TotalValue %L& % "M "$  N $  O $ P  5.Doyouoryourspousehaveanyprofitsharing,IRAsorpensionplans? p     R      `     h      p      L CurrentValue*G&Hdd[dd dd edd edd dd &DX%X%,dd ,dd , dd ,dd ,edd ,edd ,dd +   xU Type  DV Account#  DW NameofInstitution  DX Beneficiary  DY   Husband DZ    Wife D[    Both D\    8]   8^   8_   8` $ %8a %$ %8b %$ "8c "  d   e   f   g  %h % %i % "j "  X k   X l   X m   X n  %X o % %X p % "X q "TotalValue  !L r  %!L s % %!L t % "!L u "$  !L v $  !L w $ !L x  6.Doyouoryourspousehaveanylifeinsurancepoliciesand/orannuities?9XXXLxXXXXLxX9     `     h      p       InsuranceBenefits (#  %#{ *E&Fdddd dd dd dd edd edd dd G&HX%X%,dd ,dd ,dd ,Xdd ,dd ,dd ,edd ,edd ,dd +   &,%} NameofCompany  'X& Policy#  'X& Owner  &% Type  &% 1stBeneficiary  'X& 2ndBeneficiary  'X&   ӀHusband &%    Wife &%    Both &%    )'   )'   )'   )'   )'   )' $ %)' %$ %)' %$ ")' "  x*)   x*)   x*)   x*)   x*)   x*)  %x*) % %x*) % "x*) "  +l*   +l*   +l*   +l*   +l*   +l*  %+l* % %+l* % "+l* "TotalValue  0-+  %0-+ % %0-+ % %0-+ % %0-+ % "0-+ "$  0-+ $  0-+ $ 0-+   .- Ї7.Doyouoryourspouseownabusinessorhaveanypartnershipinterests?     `     h      p        L CurrentValue     `    *I&Jd ddd dd dd Xdd dd dd edd edd dd E&FX%X%,dd ,9dd ,dd ,edd ,edd ,dd +   P Description  L DateAcquired  | PurchasePrice  L    Husband L     Wife L     Both L     p    p   p $ %p %$ %p %$ "p "  4    4    4   %4  % %4  % "4  "   (     (     (   % (  % % (  % " (  "TotalValue     "  "   ! $   " $   # $  $  8.Doesanyoneoweyouoryourspousemoney? h      p    < '        `     h      p       ApproximateValue*K&Ldddd 9dd dd edd edd dd I&JX%X%,dd ,ldd ,dd ,dd ,dd ,edd ,dd +   \+ NameandAddress  X,  "X- "Phone#  X. Description  X/   Husband X0    Wife X1    Both X2    3  "4 "  5   6 $ %7 %$ %8 %$ "9 "  x:  "x; "  x<   x=  %x> % %x? % "x@ "  lA  "lB "  lC   lD  %lE % %lF % "lG "TotalValue  0H  %0I % "0J "  0K $  0L $  0M $ 0N  9.Doyouoryourspousehaveanyspecialitemsofvaluesuchascoincollections,antiques,jewelry,etc.?     `     h      p       ApproximateValue*M&Ndddd ldd dd dd dd edd dd K&LX%X%,dd ,dd ,edd ,dd +   8U Description  V   Husband W    Wife X    Both Y    ` Z $ %` [ %$ %` \ %$ "` ] "  !T ^  %!T _ % %!T ` % "!T a "  #!b  %#!c % %#!d % "#!e "  t$ #f  %t$ #g % %t$ #h % "t$ #i "_  %h$j  %%h$k % %%h$l % "%h$m "TotalValue  ,'%n $  ,'%o $  ,'%p $ ,'%q  10.Whatistheapproximatetotalvalueofallyourremainingpersonalproperty?(clothes,furniture,collectibles,etc.)*O&Pdddd dd edd dd M&NX%X%,dd ,edd ,dd +   ,l+w $  8-+x $  8-+y $ 8-+z  .-{ Ї11.Doyouoryourspousehavedebtsotherthanthoselistedabove,likecreditcards,personal/bankloans,etc.?     `     h      p     AmountOwed*wQ&Rdddd edd dd O&PX%X%w, dd ,Fdd ,dd ,dd ,Fdd ,dd +   P Description %L %Account# %L %Phone# %L %  Husband .$L   .  Wife .$L   .  Both +!L   +           $ % %$ % %$ " "  l   l   l  %l % %l % "l "   `    `    `  % ` % % ` % " ` "  $    $    $   %$ ! % %$ " % "$ # "    $     %  &   &  ,&  '& , ,&  (& , "  )& " TotalDebt   t *  " t + "   t , $   t - $   t . $  t /  K(X XXIX2 xXXXXLxXK     `     h  I Husband   p  2 Wife     L  x  Both d1   *_&` dd dd Fdd dd dd Fdd dd Q&RX%X%, dd ,dd ,dd ,Sdd +   3 12.Totals(#s1through10above) '&X4 '$ "X5& "$  X6 $ X7 *S&^ d d dd dd dd Sdd _&`X%X%, dd ,dd ,dd ,Rdd +  "& x9 "13.Totalyouandyourspouseowe(Line11)  " ; & "$  D< $  D= $ D> 14.SubtractLine13fromLine12    h  ,@ *c&d d d dd dd dd Rdd S&^X%X%, dd ,dd ,dd ,Sdd +  "& \A " 򀀀TotalNetEstateValue "XB & "$  XC $  XD $ XE 15.DoyouhaveaSafeDepositBox?̀Ifyes,whereisitlocatedandwhohasaccesstoit?__________________________________________________________________________________________________________________________________________________________________________________________________________________________lA6 &"d 8< `EX1 Td 0 dl %%X%X% X%X%%% 1.Keeping/SellingAssets :Ifitbecomesnecessarytosellassetstopayforyourcareoryourspousescare,aretherecertainones $"Q youprefertobesoldfirst?Aretherepotentialbuyersyouwantcontacted?Aretherecertainassetsyouprefernotbesoldunlessabsolutelynecessary?A&) xdEX((#A (&V A&) xdEX)(#A );(Y  2.MedicalCare :Doyouprefer(orwanttoavoid)acertainhospital/nursinghome?Doyouhavestrongfeelingsaboutblood z*)[ transfusions,lifesupport,etc.? You  ,n+^ A&) xdEX-(#A  -6,_ YourSpouse  u. -a A&) xdEX