Jack and Jill are married and have two children, Di and Jane. Jack and Jill live in New Mexico. At the time of Jacks death, Jack and Jill had the following assets:

• Joint bank account $10,000
• Stock account owned by Jack and Jill titled jointly as tenants in common $1,000,000
• Jacks IRA naming Jill as the beneficiary $750,000
• Primary residence owned jointly by Jack and Jill with right of survivorship $300,000
• Mutual fund account owned by Jacks revocable trust $450,000

Q: For each of the remaining assets, state how they will be passed & to whom:

Bank account _________________________

Jacks IRA _________________________

Residence _________________________

Mutual fund acct_________________________