Client Mrs Tricia Testator is a widow She is 72 years old Her husband died over fifteen years ago She has two adult children They are named Terry and Thomas Tricia also has a sister named Margaret Wren Tricia's cancer has recurred and has spread Tricia is expected to die within six (6) months Mrs Testator met with your supervising attorney last week Her assets are listed below Single family dwelling at 65 Sundance Lane, Pasadena, California It was purchased in 1989 for $250,000 The outstanding balance on the loan is $75,000 The appraisal value is $545,000 Currently, title is in Tricia's name, alone Income rental units purchased in 1991 for $178,000 There is no outstanding balance on the loan Appraisal value is $300,000 The net monthly income is $950 per month Two autos 2009 Honda Accord valued at $3,000 completely paid off and 2016 Ford Taurus valued at $8,000 Tricia still owes $3,700 State Teachers Retirement System retirement account Current balance $97,792 00 Tricia is retired and receives $1,750 per month The death benefit is $20,000 Bank account in Tricia's name, alone Balance is $133,788 Interest income per year $200 Two joint bank accounts in Tricia's and Terry's names Balance in one account is $2,300 (annual interest is $25), and balance in the second account is $1,450 (annual interest is $15) Roth IRA account Balance is $6,400 Antique furniture appraised at $7,500 Jewelry appraised at $5,600 Stock in IBM valued at $4,300 Held in Tricia's name, alone Annual Dividends $500 Five (5) savings bonds in various denominations (face value of $4,000) and maturing on different dates over the next two years Miscellaneous personal property, including clothing, furniture, furnishings, kitchen items, etc valued in the approximate amount of $1,250 During her interview, Tricia expressed her wishes for the distribution of her estate She wishes to make a few specific gifts to a few recipients (noted below) and to leave the majority of her assets to her children in equal parts Specific Gifts $5,000 to Margaret Wren $2,000 to Tricia's church, Shepherd of the Hills Lutheran, Altadena, California $500 to the Allen Street Ladies Bridge Association Personal Representative Tricia wants to nominate Terry to act as a representative In the event Terry is unable to act as the personal representative, then Tricia nominates Thomas to serve

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Client: Mrs. Tricia Testator is a widow. She is 72 years old. Her husband died over fifteen years ago. She has two adult children. They

Client:
- Mrs. Tricia Testator is a widow. She is 72 years old. Her husband died over fifteen years ago. She has two adult children. They are named Terry and Thomas. Tricia also has a sister named Margaret Wren. Tricia's cancer has recurred and has spread. Tricia is expected to die within six (6) months.
Mrs. Testator met with your supervising attorney last week. Her assets are listed below:
- Single family dwelling at 65 Sundance Lane, Pasadena, California. It was purchased in 1989 for $250,000. The outstanding balance on the loan is $75,000. The appraisal value is $545,000. Currently, title is in Tricia's name, alone.
- Income rental units purchased in 1991 for $178,000. There is no outstanding balance on the loan. Appraisal value is $300,000. The net monthly income is $950 per month.
- Two autos:
  - 2009 Honda Accord valued at $3,000- completely paid off; and
  - 2016 Ford Taurus valued at $8,000- Tricia still owes $3,700.
- State Teachers Retirement System retirement account. Current balance: $97,792.00. Tricia is retired and receives $1,750 per month. The death benefit is $20,000.
- Bank account in Tricia's name, alone. Balance is $133,788. Interest income per year: $200.
- Two joint bank accounts in Tricia's and Terry's names. Balance in one account is $2,300 (annual interest is $25), and balance in the second account is $1,450 (annual interest is $15).
- Roth IRA account. Balance is $6,400.
- Antique furniture appraised at $7,500.
- Jewelry appraised at $5,600.
- Stock in IBM valued at $4,300. Held in Tricia's name, alone. Annual Dividends: $500.
- Five (5) savings bonds in various denominations (face value of $4,000) and maturing on different dates over the next two years.
- Miscellaneous personal property, including clothing, furniture, furnishings, kitchen items, etc. valued in the approximate amount of $1,250.
During her interview, Tricia expressed her wishes for the distribution of her estate. She wishes to make a few specific gifts to a few recipients (noted below) and to leave the majority of her assets to her children in equal parts.
Specific Gifts:
- $5,000 to Margaret Wren
- $2,000 to Tricia's church, Shepherd of the Hills Lutheran, Altadena, California
- $500 to the Allen Street Ladies Bridge Association.
Personal Representative:

Tricia wants to nominate Terry to act as a representative. In the event Terry is unable to act as the personal representative, then Tricia nominates Thomas to serve.