HomeMy WebLinkAbout03-23-07
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REV -1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes .~
PO BOX.280601 ~
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
],SDSbDlf],],lf7
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN 2 1 0 7
RESIDENT DECEDENT
File Number
0052
181548188
12262006
Date of Birth
02271923
Decedent's Last Name Suffix
CRENSHAW
Decedent's First Name
MARIANNE
MI
L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
CRENSHAW
Spouse's First Name
LEON
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[!] 1. Original Retum D 2. Supplemental Retum D 3. Remainder Retum (date of death
prior to 12-13-82)
D 4. Limited Estate D 48. Future Interest Compromise D 5. Federal Estate Tax Retum Required
(date of death after 12-12-82)
~ 6. Decedent Died Testate D 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received D 10 Spousal Poverl}t Credit fdate of death D 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and -1-95) (Attach Sch. 0)
~ORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
IVO V OTTO III 7172433341
Firm Name (If Applicable)
MARTSON LAW OFFICES
,.....~
First line of address
10 EAST HIGH STREET
~
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REGISTER ~ ~LLS USe-eNL Y~, J
" ~JJ ? ~ . ;
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0,)
Second line of address
City or Post Office
CARLISLE
State
PA
ZIP Code
17013
_'.J
._. --I
DAn FILED w
Correspondent's e-mail address:
Leon Crenshaw
DATE
Ivo V Otto III
L 2/~ 7
10 East High Street, Carlisle, PA 17013
L
Side 1
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REV.1500 EX
Decedent's Name: Marianne L. Crenshaw
Decedent's Social Security Number
181548188
RECAPITULATION
1. Real Estate (Schedule A}..................................................................................... 1.
2. Stocks and Bonds (Schedule B).......................................................................... 2.
394,576.91
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
4. Mortgages & Notes Receivable (Schedule D)....................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E.).............. 5.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested............ 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested............ 7.
8. Total Gross Assets (total Lines 1-7}.................................................................. 8.
394,576.91
9. Funeral Expenses & Administrative Costs (Schedule H~..................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)............................... 10.
11. Total Deductions (total Lines 9 & 10}................................................................. 11.
o .00
394,576.91
12. Net Value of Estate (Line 8 minus Line 11}.......................................................... 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J).............................................. 13.
14. Net Value Subject to Tax(Line 12 minus Line 13}.............................................. 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line i4'taXable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
394,576.91
o . 00
0.00
15.
o . 00
16.
o . 00
17.
o .00
18.
19. o .00
394,576.91
o . 00
0.00
19. Tax Due....................................................................................................... ........
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
o
Side 2
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07-0052
DECEDENT'S NAME
Marianne L. Crenshaw
STREET ADDRESS
2 Crown View Drive
CITY I STATE IZIP -~-~_.._.. -
Carlisle PA I 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
0.00
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE.
(3)
(4)
(5)
(5A)
(5B)
0.00
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;............................................................................. D
b. retain the right to designate who shall use the property transferred or its income;................................ D
c. retain a reversionary interest; 0[........................................................................................................... D
d. receive the promise for life of either payments, benefits or care?.......................................................... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................. ................................................................................... D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death.?.......
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?...............................................................................................................:::J [~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P .S. S9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. S9116 (a) (1.1) (ii)]. The statutedoes not exemot a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (O)-percent [72 P.S. S9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. S9116 1.2) [72 P.S. S9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. S9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev.1503 EX+ (6.86)
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEAl. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Crenshaw, Marianne L.
FILE NUMBER
21"()7 ..()052
All property JOlntly-owned with right of eUlVlvorshlp must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 Morgan Stanley Account No. 41 O-G40728-1 01 , one-half 394.576.91
interest - See attached statement of value
TOTAL (Also enter on Line 2, Recapitulation> 394.576.91
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule B (Rev. 6-98)
REV.1513 EX+ (9.00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Crenshaw, Marianne L.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
olstrlbutions and transfers
under Sec. 9116(a)(1.2)]
Leon Crenshaw
2 Crown View Drive
Carlisle, PA 17013
Husband
RELATIONSHIP TO
DECEDENT
Do Not List Trueteefel
I.
1
FILE NUMBER
21-07-0052
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
All of estate
residue
394,576.91
Total 394,576.91
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Copyright (c) 2002 form software only The Lackner Group, Inc.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Form PA.1500 Schedule J (Rev. 6-98)
0.00
".
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LAST WILL AND TESTAMENT
I, MARIANNE L. CRENSHAW, of South Newton Township, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare
this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me
made.
ITEM ONE
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all inheritance taxes shall be paid to the extent possible from the assets held or passing under ITEM
FOUR hereofas soon as practicable after my decease and as part of the administration of my estate.
ITEM TWO
Ifmy husband, LEON CRENSHAW, is living thirty (30) days after my death, then I give,
devise and bequeath all the rest, residue and remainder of my estate, both real and personal property,
unto my said husband, LEON CRENSHAW, absolutely. Ifmy said husband does not so survive me,
then I give, devise and bequeath all of my estate, both real and personal property, unto my Trustee
to be held or distributed by such Trustee under ITEM FOUR hereof.
ITEM THREE
In the event my said husband, LEON CRENSHAW, shall disclaim all or any portion of any
devise or bequest made to my said husband under the foregoing ITEM TWO, then the amount
otherwise payable shall be held by my Trustee under ITEM FOUR hereof. For purposes ofthe Trust
established under ITEM FOUR hereof, my said husband shall not be deemed to have predeceased
me by virtue of my husband's exercise of the right to disclaim set forth herein.
ITEM FOUR
RESIDUARY AND DISCLAIMER TRUST
My Trustee shall hold the assets received under ITEMS TWO and THREE hereof, if any,
for the following purposes:
a. My Trustee shall pay the net income, at least quarter-annually, to my husband, LEON
If/t.{ I;)
l '1:,
- M.L..
Page 1 of 7 Pages
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,
CRENSHAW, for life. In addition, my Trustee in my Trustee's sole discretion, may invade the
principal of the Trust for the proper and adequate support of my said husband, LEON CRENSHA W.
b. My Trustee shall further pay to my said husband, LEON CRENSHAW, annually,
such sum from the principal of the Trust as my said husband may request in writing, provided,
however, that said sum may not exceed the greater of Five Thousand Dollars ($5,000.00) or five
percent (S%) of the aggregate value, at the time of said request, of the principal of the Trust
hereunder.
c. Upon the death of my said husband, LEON CRENSHAW, my Trusteesshall distribute
the principal of the Trust, in equal shares, to my children, SYLVIA ANNE SCHNEIDER, LINDA
LEIGH MAZZUCCHI, and JENNIFER ALICE COOK, absolutely.
d. In the event that any of my said children shall fail to survive my husband and me, but
shall leave issue surviving, then such deceased child's share shall be held by my Trustees and the net
income therefrom shall be used, in equal shares, for the support, maintenance and education of the
issue of such deceased child. My Trustees shall use as much of the principal as they shall deem
desirable, in equal shares, for said purposes. I direct that the issue of such deceased child shall have
the right of withdrawal of his or her equal share of the principal and any accumulated income of said
trust as each attains the age of twenty-five (25) years. In the event that any of my children shall fail
to survive my husband and me and not leave issue surviving, then such deceased child's share shall
be added to the shares of my other children as if originally a part thereof.
e. To the extent that the same is permitted by law, none of the beneficiaries hereunder
shall have any power to dispose of or to charge by way of anticipation any interest given to such
beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear ofthe debts,
contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and
attachments and proceedings of whatsoever kind, at law or in equity.
ITEM FIVE
POWERS OF EXECUTOR AND TRUSTEE
In addition to the powers conferred by case law, by statute, and by other provisions hereof,
my Executor and Trustee and their successors, shall have the following discretionary powers
/(/t?,
M.L.C.
Page 2 of 7 Pages
. \
applicable to all property held by them which powers shall be effective without order of any court
and shall exist until final distribution.
a. To retain any property of any nature received by them for whatever period they shall
deem advisable;
b. To invest and reinvest all or any part of said property in such stocks, bonds, securities
or other property, real or personal, as in their discretion they shall deem proper, without regard to
statutes limiting the property which a fiduciary may purchase;
c. To sell, transfer, exchange or otherwise dispose of, any part of said property, for cash
or on terms, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration
of any trust herein, without liability on the purchasers or lessees to see to the application of the
proceeds, and to give options for these purchases without the obligation to repudiate them in favor
of a higher offer;
d. To execute and deliver any deeds, leases, assignments or other instruments as may
be necessary to carry out the provisions of any trust hereunder;
e. To borrow m9ney, including the right to borrow money from any bank and to
mortgage or pledge any asset of the estate as security;
f. To assume continuance of the status of any beneficiary with regard to death, marriage,
divorce, illness, incapacity and the like in the absence of information deemed reliable without
liability for disbursements made on such assumption;
g. To pay from the trust, or the income therefrom, all debts or claims against my estate,
or any taxes or similar charges on my estate;
h. To make any distribution hereunder either in kind or in money, or partially in kind
and partially in money. Distribution in kind shall be made at the market value of the property
distributed, and my Trustee, in its absolute discretion, may cause the share distributed to any
distributee to be composed of property similar to or different from that distributed to any other
distributee;
1. To exercise any subscription right in connection with any security held hereunder,
to consent to or participate in any recapitalization, reorganization, consolidation or merger of any
)~e
M.L.C.
Page 3 of 7 Pages
.'
corporation, company or association, the securities of which may be held hereunder, to delegate
authority with respect thereto, to deposit investments under agreements, to pay assessments, and
generally to exercise all rights of investors;
J. To invest in endowment, insurance or annuity policies on the lives of beneficiaries
of any trust hereunder;
k. To continue in any partnership, joint venture, joint ownership or other business
enterprise of which I am a part at the time of my death;
1. To compromise claims;
m. To continue for whatever period of time as they shall deem necessary any ownership
as a tenant in common or as a partner, in real estate or other property and to act as I could have done
had I been living;
n. To lend money to my estate or to any trust created hereunder or to purchase from the
estate or from any trust created hereunder, at the market value thereof at the time of purchase, any
securities or other property tendered to them by my estate or any trust created hereunder at any time
and from time to time within a period of nine (9) months after my death;
o. In the event that any amounts are payable hereunder or under any trust created
hereunder to a minor, or to a person otherwise under legal disability, or to a person not adjudicated
to be an incapacitated person, but who, by reason of illness or mental or physical disability is, in the
opinion of the fiduciary(ies) hereunder, unable to properly administer such amounts, such amounts
may be paid by the fiduciary(ies) hereunder in his, her or their sole discretion in any of the following
ways as he, she or they may deem best:
1. Directly to such beneficiary;
2. To a legally appointed guardian of such beneficiary for the benefit of such
beneficiary;
3. To a person having custody of such beneficiary for the benefit of such
beneficiary;
4. By the fiduciary(ies) hereunder using such amounts directly to the benefit of
such beneficiary.
h.f,e
M.L.C.
Page 4 of 7 Pages
. .. '.
Evidence of the application of payment of an amount in such a manner shall be a full and complete
discharge of the fiduciary(ies) hereunder to the extent of such payment or application. This
paragraph shall be applicable to payments of income as well as principal.
p. To employ agents, attorneys and proxies and to delegate to them such power as my
personal representatives and Trustees consider desirable and to pay reasonable compensation for
such services as may be rendered by such agents, attorneys and proxies;
q. To conduct an inventory of any safe deposit box necessary to the administration of
my estate.
r. To do all other acts in their judgment necessary or desirable for the proper
management, investment and distribution of my Estate.
ITEM SIX
PROTECTIVE PROVISIONS
All income or principal held for the use and benefit of the beneficiaries of any trust hereunder
shall not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor
shall any such interest, while in the possession of my Trustee, be liable for or subject to the debts,
contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or
sequestrations under process of law.
ITEM SEVEN
APPOINTMENT OF EXECUTORS
I nominate, constitute and appoint my said husband, LEON CRENSHAW, as Executor of
my estate. In the event that my said husband shall predecease me or fail to act as Executor, then I
appoint my children, SYLVIA ANNE SCHNEIDER, LINDA LEIGH MAZWCCHI, and
JENNIFER ALICE COOK, or the survivor(s) of them, as Executors of my estate.
ITEM EIGHT
APPOINTMENT OF TRUSTEES
I hereby appoint my said husband, LEON CRENSHAW, as Trustee of any trust created
hereunder. In the event that my said husband shall fail or be unwilling to continue to act as Trustee,
then I appoint my children, SYLVIA ANNE SCHNEIDER, LINDA LEIGH MAZZUCCm, and
h .Y~ e
M.L.C.
Page 5 of 7 Pages
i
I
JENNIFER ALICE COOK, or the survivor(s) of them, as Trustees of any trust created hereunder.
ITEM NINE
WAIVER OF BOND
I direct that neither my Executor nor my Trustee or their successors shall be required to file
any bond in any jurisdiction to secure the faithful performance of their duties, nor shall they be
required to obtain any order or approval of any court for the exercise of any power or discretion set
forth in this Will.
IN WITNESS WHEREOF I have hereunto set my hand and seal this tt,..K.J day of
(uCvJl~ ,l111..
jL~ f ~EAL)
Marianne L. Crenshaw
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of US, who at her request, have hereunto subscribed
Page 6 of 7 Pages
\ .
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, Marianne L. Crenshaw, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and
voluntary act for the pwposes therein expressL R ~
/ ~. aJ
Marianne L. Crenshaw
this
Sworn or affirmed to and acknowledged before me by Marianne L. Crenshaw, the Testatrix,
(c~dayof ~ ,)qqq.
('~~
Notary Public
NOTARIAl SEAL
COA~NEL.MY~
Carlisle Bora. lilY
M Commission Ei' Ma 27. 2003
COMMONWEALTH OF PENNSYLVANIA
)
: SS.
COUNTY OF CUMBERLAND )
We, )'("0 V. O~ JJL and nIAec.;,q '\./, ~1JmPTlJ.JJ,
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Marianne L. Crenshaw, the
Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and
that the Testatrix executed it as her free and voluntary act for the pwposes therein expressed; that
each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best
of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under
no constraint or undue influence. ~ /
Address v I 0 EAfft fti ~ -S-h-c-c.1
Sworn or affirmed to and subscribed before me this (p ~ day of ~-e.,,~,.t:l!i,
f"~qL..J
Notary Public .
NOTARIAL SEAL
CORRINE l. MYE~. Notary Public. .'
Carlisle Boro, CUII'1b8IIandCou
Page 7 of 7 Pages Commission Ei 'res Ma 2?!oo
Morgan Stanley
4507 North Front Street
Suite 201
Harrisburg, PA 17110
toll free 8006760673
direct 717255 6666
fax 717 255 6651
Leon Crensh_ & Mer!anne L. Crenshaw Ten Com
410.040728-101
Asset Valuation as of December 28, 2008
Caeh and Money Mertlet Funde
Bank Deposit Program
She,...
29,735.98
Prlc.
1.00
Value
$29,735.98
$21,735."
Total Caah and Money M.,qt Funda
Securitlaa She_ High L_ Average Value
ABN Amro Cap VII 8.08% 400 25.250 25.000 25.125 10,050.00
Aagon NV 6.375% 500 26.000 25.890 25.945 12,972.50
Alcoa Inc. 200 29.680 29.150 29.415 5.883.00
Blackrock ltd. Duration 1175 18.950 18.840 18.895 22,201.83
Boeing Co. 400 89.000 88.350 88.675 35,470.00
Bristol Myers Squibb Co. 100 28.140 25.940 26.040 2.604.00
Citigroup Inc. 384 55.190 54.250 54.720 21,012.46
Citizens Communications 600 14.210 14.090 14.150 8,490.00
DHS' I~dustrllis~' . 300 3.140 2.800 2.970 891.00
OOllarGeneral CorP. 350 16.020 15.870 15.945 5,580.75
Duke Energy Corp. 300 19.341 19.178 19.260 5,n7.85
Fedax Corp. 400 108.500 108.690 107.595 43.038.00
Harley Davidson Inc. 2000 70.910 69.940 70.425 140,850.00
Highland Credit Stralegies 1235 21.320 20.940 21.130 26.095.55
Honeywelllnta'matlonal .. 1000 45.040 44.520 44.780 44,780.00
Manulile Financial . 474 33.730 33.520 33.625 15.938.25
Martha Stewart Living Omnimedla 200 22.410 22.150 22.280 4,456.00
Olin Corp. 100 16.730 16.360 16.545 1.654.50
OSI Pharmaceuticals 12 35.500 34.410 34.955 419.46
Pfizar Inc. 100 25.990 25.800 25.695 2,589.50
PPL Corp 1,058 36.220 35.730 35.975 38.081.55
United Parcel Service CI B 250 74.330 73.620 73.975 18,493.75
WalMar! Stores 100 46.290 44.800 45.545 4.554.50
Wells Fargo & Co. New 400 35.970 35.720 35.845 14,338.00
Ford Motor Credit. 6.375% 11105108 15,000 97.551 14.832.65
Bank Hapoalim. 5.2%, 11/14/08 100,000 99.565 99.565.00
Total Priced Sacuriti.. SIOO,3".92
Cuetodial Holding.
Giobal Dividend Growth Sees. B
Dividend Growth Sees. A
Utililles Fund A
She_ NAV
0.546 16.00
2_35 20,96
1,136.11 14.79
Tolal Cash and Money Martlet Funds
Value
8.738
49.258
16.803.02
Sll1.861.01
Annuitttllllnsursnce
Policy
2080425
T olal Annuitl8llllnsuranca
Value
142.156.91
$142,1511.91
Allstate VA2 WILFlR
Tota' Asset Valuation of o.c.mbfl,26, 2006
d~ggr
$789,153.82