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									PERSONAL ESTATE INVENTORY
         Property of:




           AS OF




                            This booklet has been prepared by
                               GRAY, GRAY & GRAY, LLP
                                 for the use of its clients.
                                         TRUE
                                                            INTRODUCTION




The primary purpose of this spreadsheet is to assist our clients and friends in dealing with estate and gift tax planning. A second
purpose of this spreadsheet is to accumulate current financial information which can be used for financial planning purposes. To
assure the continued protection of present estate plans, it is important that wills and other related documents be reviewed and updated
on an annual basis. We hope that this spreadsheet helps you to successfully achieve this objective. Please contact us with any questions,
or for help in estate and gift tax or financial planning.




                                                 GRAY, GRAY & GRAY, LLP




            NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                 TABLE OF CONTENTS
Introduction

Schedule A:    CASH - BANK ACCOUNTS - SAVINGS ACCOUNTS - CERTIFICATES OF DEPOSIT

Schedule B:    ACCOUNTS RECEIVABLE - NOTES RECEIVABLE - MORTGAGES RECEIVABLE

Schedule C:    STOCKS AND BONDS OF CLOSELY HELD ENTITIES

Schedule D:    PUBLICLY TRADED STOCKS AND BONDS

Schedule E:    REAL ESTATE (NET OF MORTGAGES)

Schedule F:    LIFE INSURANCE POLICIES

Schedule G:    QUALIFIED RETIREMENT PLANS (OTHER THAN IRAs)

Schedule H:    INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)

Schedule I:    ANNUITIES

Schedule J:    PROPRIETORSHIPS - FARMS AND BUSINESS

Schedule K:    PARTNERSHIPS

Schedule L:    TRUSTS

Schedule M:    PERSONAL EFFECTS, HOUSEHOLD GOODS, AUTOMOBILES, ETC.

Schedule N:    OTHER PROPERTY

Schedule O:    DEBTS AND LIABILITIES

Schedule P:    LOCATION OF IMPORTANT PAPERS

Schedule Q:    PROFESSIONALS; LOCATION OF SAFE DEPOSIT BOXES

Schedule R:    PREVIOUS GIFTS

Schedule S:    OTHER PERTINENT FAMILY DATA

Schedule T:    PASSWORDS

               SUMMARY
     SCHEDULE A - CASH - BANK ACCOUNTS - SAVINGS ACCOUNTS - CERTIFICATES OF DEPOSIT



                                                            Account
             Institution                  Type of Account             Face Amount   Owned By*   Current Value
                                                            Number




                                                                                      Total                     $0

* Owned By
H   = Husband or Single Taxpayer
W = Wife
J   = Joint, with Right of Survivorship
        SCHEDULE B - ACCOUNTS RECEIVABLE - NOTES RECEIVABLE - MORTGAGES RECEIVABLE



                                                                 Interest       Owned                                      Current
               Maker                         Collateral                                            Due Date
                                                                   Rate          By *                                       Value




                                                                                                     Total                           $0

* Owned By
H    = Husband or Single Taxpayer
W    = Wife
J    = Joint, with Right of Survivorship

            NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                           SCHEDULE C - STOCKS AND BONDS OF CLOSELY HELD ENTITIES


                                   No. of      Percent       Certificate         Date                            Owned
             Entity                                                                                Cost                      Current Value
                                   Shares      Owned          Number           Acquired                           By*




                                                                                                             $0 Totals                   $0

* Owned By
H = Husband or Single Taxpayer                            COMMENTS: Attach details of any buy/sell agreements, stock options, or
W = Wife                                                  deferred compensation arrangements related to the above.
J   = Joint, with Right of Survivorship

              NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                SCHEDULE D - PUBLICLY TRADED STOCKS AND BONDS


                                No. of     Certificate                           Date                           Owned
           Entity                                           Where Held                             Cost                     Current Value
                                Shares      Number                             Acquired                          By*




                                                                                                           $0    Totals                $0

* Owned By
H   = Husband or Single Taxpayer                         COMMENTS: Be sure to maintain details for any tax-free exchanges of shares.
W = Wife
J   = Joint, with Right of Survivorship

             NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                                  SCHEDULE E - REAL ESTATE


                                     Date         Cost (including       Current Net                                            Current
          Description                                                                      Owned By*   Current Value
                                   Acquired       improvements)         Book Value                                            Mortgage




Current Net Value                                                                     $0     Totals                   $0                 $0

* Owned By
H   = Husband or Single Taxpayer                           COMMENTS: Retain details of any like-kind or tax-free transactions.
W = Wife
J   = Joint, with Right of Survivorship

             NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
                                         SCHEDULE F - LIFE INSURANCE POLICIES

                         Type of                              Policy                        Owned                     Current
      Company                             Insured                          Beneficiary
                         Policy**                            Number                          By*          CSV          Face          Loans




Net Current Value                                                                            Totals             $0              $0           $0


* Owned By                                             ** Type of policy                   Comments: Policies which are not owned by
H = Husband or Single Taxpayer                           U = Universal                     the taxpayer or his/her spouse should be listed if
W = Wife                                                W = Whole Life
J = Joint, with Right of Survivorship                    T = Term                          they are held in an irrevocable life insurance
                                                         F = First to die                  trust.
                                                         S = Second to die

             NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                            SCHEDULE G - QUALIFIED RETIREMENT PLANS (OTHER THAN IRAs)

                                                                     Death Benefit
                                       Beneficiary                                                      Owned By*              Current Value
                                                                 Amount            How Paid**
Profit-Sharing




Pension




Section 401(k)




Keogh (self-employed)




                                           Total                              $0                           Total                           $0

* Owned By                                                                         ** How paid
H = Husband or Single Taxpayer                                                     L = Lump Sum
W = Wife                                                                           A = Annuity
J = Joint, with Right of Survivorship                                              O = Other



                 NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                       SCHEDULE H - INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)


  Type of IRA*        Owner**             Beneficiary              Where held            Basis (if any)        Current Value




                                                                      Totals                              $0               $0


* Type of IRA                        ** Owner
R = Roth                             H = Husband
T = Traditional                      W = Wife
N = Nondeductible




      NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                                   SCHEDULE I - ANNUITIES


           Description                    Date Acquired                   Basis              Owned By*             Current Value




                                                                                        $0      Totals                             $0


* Owned By
H = Husband or Single Taxpayer
W = Wife
J = Joint, with Right of Survivorship


           NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                SCHEDULE J - PROPRIETORSHIPS - FARM OR BUSINESS


           Description                    Date Acquired               Book Value               Owned By*               Current Value




                                                                                       $0          Total                               $0


* Owned By
H = Husband or Single Taxpayer
W = Wife
J = Joint, with Right of Survivorship


             NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                                SCHEDULE K - PARTNERSHIPS

                                                              Date           Percent                          Owned
           Partnership              Type of Business                                       Current Basis                  Current Value
                                                            Acquired         Owned                             By*




                                                                                                         $0    Totals                $0


* Owned By
H = Husband or Single Taxpayer                           COMMENTS: Attach details regarding any information or employment
W = Wife
J = Joint, with Right of Survivorship                    agreements, buy-sell agreements, and the like. If buy-sell agreements are
                                                         funded by life insurance, please detail.

            NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                                       SCHEDULE L - TRUSTS

                                        Type of                                                    Date         Owned
              Trust                                     Grantor(s)             Trustee(s)                                  Fair Market Value
                                        Trust**                                                   Created        By*




                                                                                                                 Total                   $0


* Owned By                                        **Type of trust
H = Husband or Single Taxpayer                    G = Grantor
W = Wife                                          S = Simple
J = Joint, with Right of Survivorship             C = Complex

              NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
          SCHEDULE M - PERSONAL EFFECTS, HOUSEHOLD GOODS, AUTOMOBILES, ETC.

                                                                                              Owned
                 Description                        Date Acquired        Estimated Cost                      Current Value
                                                                                               By*




                                                                                        $0     Total                         $0


* Owned By
H = Husband or Single Taxpayer
W = Wife
J = Joint, with Right of Survivorship


       NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                             SCHEDULE N - OTHER PROPERTY

                                                                                                     Owned
                     Description                           Date Acquired        Estimated Cost                      Current Value
                                                                                                      By*




                                                                                               $0     Total                         $0


* Owned By
H = Husband or Single Taxpayer
W = Wife
J = Joint, with Right of Survivorship


           NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                           SCHEDULE O - DEBTS AND LIABILITIES

                                                    Interest                    Monthly          Original      Owned
        Description                Collateral                   Due Date                                                          Amount
                                                      Rate                      Payment          Amount         By*




                                                                                          $0                    Total                      $0


* Owned By
H = Husband or Single Taxpayer
W = Wife
J = Joint, with Right of Survivorship


             NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                    SCHEDULE P - LOCATION OF IMPORTANT PAPERS

                          Description                                                             Location
Wills
Trust Indentures
Trust Reports
Birth Certificates
Life Insurance Policies
Stock Certificates - Bonds
Brokerage Accounts
Power of Attorney
Durable Power of Attorney for Health Care
Qualified Retirement Plans
Gift Tax Returns
Deeds to Real Estate
Car, Boat and House Titles, etc.
Partnership Agreements
Deferred Compensation and Other Employment Contracts
Stock Buy/Sell Agreements
Loan Agreements




             NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                SCHEDULE Q - YOUR PROFESSIONALS

       Attorney - Name and Address                                  Certified Public Accountant - Name and Address
                                                            Gray, Gray & Gray, LLP, 34 Southwest Park, Westwood, MA 02090
                                                                                     (781)407-0300


       Banker - Name and Address                                     Insurance Representative - Name and Address




  Investment Broker - Name and Address                                  Other Professionals - Name and Address




                                  LOCATION OF SAFE DEPOSIT BOXES

Bank                            Address                                Box Number                         Entry Privilege




  NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                          SCHEDULE R - PREVIOUS GIFTS

      RELATIONSHIP                     DATE                     DESCRIPTION                                    AMOUNT
                                                          HUSBAND




                                                             WIFE




Husband total                 $0                                                                  Wife total                $0
      Comments: Enter total "taxable" gifts for each recipient. Alternatively attach copies of all gift tax returns.


       NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                               SCHEDULE S - OTHER PERTINENT FAMILY DATA
                Husband                                                   Wife
Social Security #           Date & Place of Birth    Social Security #       Date & Place of Birth    Domicile at Time of Marriage




                                                         Children
                    Child                                                Spouse
                                       Social                                       Social Security
 Name                Date of Birth                     Name         Date of Birth                              Address
                                      Security #                                           #




                                                      Grandchildren
                                       Social
 Name                Date of Birth                            Parents                                   Address
                                      Security #




     NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
              SCHEDULE T - PASSWORDS
Description      Location             Login      Password




                  Table of Contents   Previous   Nest
OWED BY
                                           NET CURRENT VALUE OF ASSETS

                                  DESCRIPTION                                               NET VALUE             % OF ASSETS

CASH - BANK ACCOUNTS - SAVINGS ACCOUNTS - CERTIFICATES OF DEPOSIT                                        $0.00                0.00%

ACCOUNTS RECEIVABLE - NOTES RECEIVABLE - MORTGAGES RECEIVABLE                                            $0.00                0.00%

STOCKS AND BONDS OF CLOSELY HELD CORPORATIONS                                                            $0.00                0.00%

PUBLICLY TRADED STOCKS AND BONDS                                                                         $0.00                0.00%

REAL ESTATE (NET OF MORTGAGES)                                                                           $0.00                0.00%

LIFE INSURANCE POLICIES                                                                                  $0.00                0.00%

QUALIFIED RETIREMENT PLANS (OTHER THAN IRAs)                                                             $0.00                0.00%

INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)                                                                    $0.00                0.00%

ANNUITIES                                                                                                $0.00                0.00%

PROPRIETORSHIPS - FARMS AND BUSINESS                                                                     $0.00                0.00%

PARTNERSHIPS                                                                                             $0.00                0.00%

TRUSTS                                                                                                   $0.00                0.00%

PERSONAL EFFECTS, HOUSEHOLD GOODS, AUTOMOBILES, ETC.                                                     $0.00                0.00%

OTHER PROPERTY                                                                                           $0.00                0.00%

CURRENT VALUE OF ASSETS                                                                                  $0.00                0.00%



(DEBTS AND LIABILITIES)                                                                                  $0.00



CURRENT NET VALUE OF ASSETS                                                                              $0.00

         NOTE: THIS BOOKLET IS NOT INTENDED TO BE USED WITHOUT THE CONSULTATION OF A QUALIFIED ESTATE OR FINANCIAL PLANNER.
                                                                        HUSBAND               WIFE
CASH - BANK ACCOUNTS - SAVINGS ACCOUNTS - CERTIFICATES OF DEPOSIT                     0                  0
ACCOUNTS RECEIVABLE - NOTES RECEIVABLE - MORTGAGES RECEIVABLE                         0                  0
STOCKS AND BONDS OF CLOSELY HELD CORPORATIONS                                         0                  0
PUBLICLY TRADED STOCKS AND BONDS                                                      0                  0
REAL ESTATE (NET OF MORTGAGES)                                                        0                  0
LIFE INSURANCE POLICIES                                                               0                  0
QUALIFIED RETIREMENT PLANS (OTHER THAN IRAs)                                          0                  0
INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)                                                 0                  0
ANNUITIES                                                                             0                  0
PROPRIETORSHIPS - FARMS AND BUSINESS                                                  0                  0
PARTNERSHIPS                                                                          0                  0
TRUSTS                                                                                0                  0
PERSONAL EFFECTS, HOUSEHOLD GOODS, AUTOMOBILES, ETC.                                  0                  0
OTHER PROPERTY                                                                        0                  0
CURRENT VALUE OF ASSETS                                                               0                  0


(DEBTS AND LIABILITIES)                                                               0                  0


CURRENT NET VALUE OF ASSETS                                         $             -       $          -
                                         ALLOCATION OF ASSETS

                                                                        0.0%
                                                                       0.0%
                                                                      0.0%
                                                                        0.0%
                                                                    0.0% 0.0%
                                                                       0.0%
                                                                      0.0%
                                                                       0.0%
                                                                       0.0%
                                                                    0.0%




CASH - BANK ACCOUNTS - SAVINGS ACCOUNTS - CERTIFICATES OF DEPOSIT               ACCOUNTS RECEIVABLE - NOTES RECEIVABLE - MORTGAGES RECEIVABLE


STOCKS AND BONDS OF CLOSELY HELD CORPORATIONS                                   PUBLICLY TRADED STOCKS AND BONDS


REAL ESTATE (NET OF MORTGAGES)                                                  LIFE INSURANCE POLICIES


QUALIFIED RETIREMENT PLANS (OTHER THAN IRAs)                                    INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)


ANNUITIES                                                                       PROPRIETORSHIPS - FARMS AND BUSINESS


PARTNERSHIPS                                                                    TRUSTS


PERSONAL EFFECTS, HOUSEHOLD GOODS, AUTOMOBILES, ETC.                            OTHER PROPERTY
    JOINT
                0
                0
                0
                0
                0
                0
                0
                0
                0
                0
                0
                0
                0
                0
                0


                0


$           -

								
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