Wednesday, November 11, 2009

March 21, 1997

DONALD'S FINANCIAL SERVICES
Donald B. Walters Telephone (204) 555-2215
Tax Consultant Fax (204) 555-2261
Box 12, Group 148
Winnipeg, MB, CANADA, R5R 5R5



March 21, 1997



TO: Waldy Danko

FROM: Donald Walters

RE: Documents requested


Waldy:

The documents you requested in connection with the probate of my mother's will were:
1) Death Certificate for Randy H. Walters - a photocopy is attached. He died in Victoria, BC while on winter vacation, so it is from the British Columbia Division Of Vital Statistics

2) Correct address for my sister (co-beneficiary) - attached.

3) Copies of 1996 and 1997 Tax Returns for Dianne I. Walters - not yet completed.

4) Copies of paid and unpaid bills since Date Of Death - attached

5) Title to the condominium apartment (and tax bill) - attached.

6) Bank Of Montreal Share Certificates - attached.


NOTE: I have retained the services of an accredited appraiser and the appraisal should be ready next week (about Tuesday). I will pay for their services and submit the appraisal and invoice to your office when received. The appraisers are:
Mr. Surinder Pajachamala
E.P. Cooke Real Estate Services Ltd.
209 - 3111 Portage Ave.
Winnipeg, MB R3K 0W4
Phone: 204-555-9722
Fax : 204-555-9774

This firm was recommended by the Manager of Tuxedo Towers - I am not familiar with their work or personnel.


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