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facts-spring-2009

Page history last edited by abogado 11 years, 3 months ago

ACTS TBA

IP

Mary Lamb is married to John Smith. Mary resided at 16345 Belaire Rd., Los Angeles, Ca. 90045 , and died on 2/15/08 in Los Angeles, California at the age of 72. Her valid will stated that she was married and had left three children, Jessica Smith, James Smith and Jennifer Smith-Jones. Her will left all of her community property to her husband.

 

Her  remaining assets are divided as follows: 30% of all of her assets to her friend (adult) Jake Green, 10 % to her friend Janet White, 10% to her son James Smith, 10% to her daughter Jessica Smith, and the remaining 40% of her assets were to be divided equally between her good friends Barbara Bush and Hillary Clinton. All of Mary’s adult children, her husband, her four friends survived Mary. The will appoints an old business partner Jack Corner as executor and does NOT waive bond.

 

At the time of Mary’s death death her assets were as follows:

 

1.  House at 16345 Belaire Rd., Los Angeles, Ca. 90045 with a date of death value of $2,200.000.  The house was purchased during the marriage  with community funds.

 

2. 650 Shares General Motors Stock, Cusip Number 678933  with a date of death value of $389,000. Mary inherited this stock from her mother.

 

3. 155 Shares of Google Common Stock Cusip Number 234689 with a date of death value of $85,000. Mary inherited this stock from her mother.

 

4. Wells Fargo Checking Account with a date of death value of $25,000  All the funds in this account were acquired during the marriage of  Mary and John.

 

5.  Certificate of Deposit at Matadors Federal Credit Union with a date of death value of $350,000.  Mary earned this money prior to her  marriage.

 

6. 2006  Acura A-4 Vehicle Identification Number 2786543, with a date of death value of $14,500.  The car was purchased during the marriage  with community funds.

 

7.  $100,000 IRA with John as the designated beneficiary.

 

At the time of Mary's death her creditors were as follows:

 

1.  St. Johns Hospital in the amount of $20,000.

 

2. Visa Gold credit card in the amount of $15,250

 

3. Shell Oil Gas credit card in the amount of $900

 

Addresses:

 

Jake Green -   16345 Belaire Rd., , Los Angeles, Ca. 90045

James Smith – 1555 Ventura Blvd., Sherman Oaks, CA 91403

 

Jessica Smith - 78934  St. James Place, Los Angeles, CA 90035

 

John Smith  -16345 Belaire Rd., Los Angeles, Ca. 90045

 

Jennifer Smith-Jones  - 825 Walnut Ave., Pasadena, Ca. 91101

 

Barbara Bush - 1234 Washington Place, Crawford, Texas 76638

 

Hillary Clinton -  40 Presidential Drive Simi Valley, CA 93065

 

Jack Corner - 23451 New Hope Ave., West Bird Ave., Monterrey Park, Ca.91754

Janet White – 1234 Wilshire Blvd., Los Angeles, CA 90025

 

St. Johns Hospital,  1250 16th Street , Santa Monica, CA 90404

 

Visa Credit Card - Attn: Accounts Payable, 2965 West Corporate Lakes Blvd, Weston, FL 33331

 

Shell Oil Co. - 6001 Bollinger Canyon Road,  San Ramon, CA 94583

 

 

updated:  2-17-09

 

 

 

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