This question is designated as a file upload question. Use Excel.
Carol Crow, who was divorced and resident of Georgia, died on June 1. In the decedent’s safe deposit box, the executors of the estate found the following:
(1) Securities valued at $30,000 on the date of death. These were registered in her name and her son’s name as joint owners. Carol and her son purchased the securities in 2004 for $10,000. Each contributed $5,000 to the purchase.
(2) Realty titles to a residence in Ohio valued at $4,550,000 and to a condominium in California valued at $9,000,000. The Ohio residence was bequeathed to her daughter under the will.