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Jack had been married to Lisa for approximately 10 years before their divorce. Jack then married Samantha 5 years ago in Frisco, Texas (a community

Jack had been married to Lisa for approximately 10 years before their divorce. Jack then married Samantha 5 years ago in Frisco, Texas (a community property state). They were happily married with one minor child; however, Jack died this year from complications from a heart bypass surgery. He owned his own medical practice. Samantha is a pilot for a major airliner. Please fill in the table below the data

Asset Information Regarding Asset
Jack's 401(k) Jack enrolled in his 401(k) 2 years ago. He had a previous 401(k) but it went to Lisa in the divorce. The value of the 401(k) at Steve's death was $110,000. The original contributions were $55,000. The beneficiary is Samantha. The account was opened 8 years ago.
Jack's Airplane Jack own a Cesnya airplane with his brother Todd. They bought they plane together 5 years ago. Jack used his separate funds. Todd also contributed to the purchase. The asset is titled in JTWROS with Todd. The value of the plane at death was $150,000. Todd invested 10% towards the plane at the time of purchase.
Jack's Savings Account Jack opened the savings account prior to his marriage to Samantha. There was no beneficiary on the account. The value of the account on the day Jack died was $50,000.
Joint Checking Account Jack and Samantha have a joint account that was established 2 years ago. They both contributed $5,000 from their separate funds account. The value of the account on the date of death was $20,000.
Samantha's Roth IRA Samantha opened the Roth IRA 4 years ago. Jack is the beneficiary and she has contributed $15,000. The value at the time of Jack's death was $40,000.
Life Insurance Jack owned a life insurance on himself. The 20 year term policy had a death benefits of $500,000. It was purchased 10 years ago. His father was listed as the beneficiary. There was no contingent beneficiary. Jack's father died 3 years ago.

* Jack has a will that gives all property to his wife, Samantha. She also serves as the executor.

ASSET Ownership Type Amount Included in Jacks Probate Estate Amount Included in Gross Estate Owner upon Jack's death
Jack's 401(k)
Airplane
Jack's Savings Account
Joint Checking Account
Samantha's Roth IRA
Life Insurance

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