|
t
| |
     
|
ACCOUNTS GROUPED BY TRANSFER TAX STATUS |
|
|
|
|
As of December 31, 2000 |
|
|
|
|
|
|
|
|
|
|
|
| Tax Status/Account |
|
Market Value |
|
Percent of Category |
Percent of Total |
|
|
|
|
|
|
| Taxable at Demise of First Generation |
|
|
|
|
|
| Account 1 |
|
$19,598,364 |
|
19.8% |
|
| Account 2 |
|
$16,331,965 |
|
16.5% |
|
| Trust 1 |
|
$30,825,668 |
|
31.1% |
|
| Trust 2 |
|
$32,406,733 |
|
32.7% |
|
| Total |
|
|
$99,162,730 |
|
39.1% |
|
|
|
|
|
|
| Taxable at Demise of Second Generation |
|
|
|
|
| Account 3 |
|
$31,377,948 |
|
43.9% |
|
| Trust 3 |
|
$40,019,744 |
|
56.1% |
|
| Total |
|
|
$71,397,692 |
|
28.1% |
|
|
|
|
|
|
| Taxable at Demise of Third Generation |
|
|
|
|
|
| Account 4 |
|
$7,998,804 |
|
11.2% |
|
| Account 5 |
|
$8,101,683 |
|
11.3% |
|
| Trust 4 |
|
$19,135,403 |
|
26.8% |
|
| Trust 5 |
|
$19,135,403 |
|
26.8% |
|
| Total |
|
|
$54,371,293 |
|
21.4% |
|
|
|
|
|
|
|
|
|
|
|
|
| Taxable at Demise of Fourth Generation or Beyond |
|
|
|
|
| Trust 6 |
|
$6,369,895 |
|
22.0% |
|
| Trust 7 |
|
$6,369,895 |
|
22.0% |
|
| Trust 8 |
|
$6,369,895 |
|
22.0% |
|
| Trust 9 |
|
$9,824,898 |
|
34.0% |
|
| Total |
|
|
$28,934,583 |
|
11.4% |
| |
|
|
|
|
|
|
|
|
|
|
|
| Total |
|
|
$253,866,298 |
|
100.0% |
|
|
|
|
|
|
|
