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E S
T A T E A N A L Y S I S
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L I Q U I D I T Y S I
T U A T I O N
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Mathew & Tammy
McCarthey
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Sample Plan
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Date: Dec
31, 2007 2007
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Mathew Predeceasing
|
Tammy Predeceasing
|
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Under
Simple Will
|
Tammy
|
Mathew
|
|
|
Mathew's
|
Tammy's
|
Tammy's
|
Mathew's
|
|
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Estate
|
Estate
|
Estate
|
Estate
|
|
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|
|
|
|
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|
|
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Debt
|
244,894
|
219,832
|
0
|
464,726
|
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Administration Expenses
|
0
|
0
|
0
|
0
|
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Estate Taxes
|
0
|
64,920
|
0
|
64,920
|
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Charitable Contributions
|
0
|
0
|
0
|
0
|
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Need
for Liquid Capital
|
244,894
|
284,752
|
0
|
529,646
|
|
|
|
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Liquid Capital Available
|
767,010
|
1,021,898
|
499,782
|
1,266,792
|
|
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Addt'l Liquidity Needed
|
0
|
0
|
0
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0
|
|
|
