Dorothy M Russell

Initial Estate Report

Approximate opening value of the estate (March 31st)

Cash Accounts:
Army Aviation Center FCU 11,690.00
Atlanta Postal FCU 17,160.00
BB&T (checking/saving) 6,633.00
Investment Accounts:
Washington National TDA 52,153.00 + accrued interest
Wells Fargo IRA 49,080.00
Wells Fargo investment acct 145,284.00
Real Property:
1210 Circleview Dr.(estimated 85 95k) 90,000.00
contents to be determined
Subtotal 372,000.00

Expenses already incurred:

Funeral expenses: Ward Wilson FH & flowers -2,417.00
Estate attorney retainer -1,500.00
Transfer to Kevin & Valerie Johnson -10,600.00
(This was a gift in recognition of care provided in their home)
Tax accounting consult -100.00
Subtotal -14,617.00

Fixed expenses yet to be paid:

Insurance on 1210 Circleview (approx.) -1,200.00
Property Taxes on 1210 Circleview (approx.) -650.00
Subtotal -1,850.00

Assets with listed beneficiaries (already transferred)

Washington National TDA - Valerie Johnson beneficiary -52,153.00 + accrued interest
Wells Fargo IRA - Stephen Russell beneficiary -49,080.00
Subtotal -108,233.00

Approximate value as of June 7:

Army Aviation Center FCU 20,880.00
Atlanta Postal FCU 235.00
Wells Fargo Investment estate acct 151,054.00
1210 Circleview Dr 90,000.00
Subtotal 262,169.00