GENERAL INFORMATION
For security reason, all DataDeed originators full name and contact information will not be made available on line.
| Name: |
JD SAMPLE |
| Date Of Birth: |
2/22/1980 |
| Release Condition: |
DISABILITY |
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ASSET INFORMATION
Below you will find all assets entered by the DataDeed originator named above.
Assets are categorized as either "Business Asset" or "Personal Asset".
Personal Assets
Auto/Boat Etc
| Asset Title: |
Leased Lexus |
| Asset Source: |
GCAM |
| Account Number: |
22-77004567 |
| Address: |
2800 North Blvd
PO Box 33445
Chicago
, IL
88776
|
| Contact Person: |
Ed Blue |
| Contact Phone: |
(231) 444-5556 |
| Contact Email: |
eblue@gcam |
| VehicleOption1 |
Lexus |
| VehicleOption2 |
ES300 |
| VehicleOption3 |
2000 |
| VehicleOption4 |
ABC1230987654 |
| Comments |
Lease ends 2/15/2005. Buy out if under the permitted mileage. Lease contract in gray lock box. |
Personal Assets
Financial Accounts
| Asset Title: |
Bank |
| Asset Source: |
Acme Bank |
| Account Number: |
1234-567 |
| Address: |
123 Main St
Anytown
, PA
11111
|
| Contact Person: |
Jane Smith |
| Contact Phone: |
(222) 333 4444 |
| Contact Email: |
jsmith@acme.com |
| Comments |
This is our primary bank. We have several accounts. |
Personal Assets
| Asset Title: |
Bank |
| Asset Source: |
ABC Bank |
| Account Number: |
saving account |
| Address: |
123 Any Street
AnyTown
, PA
18017
|
| Contact Person: |
John Doe |
| Contact Phone: |
(610)555-1212 |
| Comments |
This is a sample |
Personal Assets
| Asset Title: |
Bank |
| Asset Source: |
ABC Bank |
| Account Number: |
saving account |
| Address: |
123 Any Street
AnyTown
, PA
18017
|
| Contact Person: |
John Doe |
| Contact Phone: |
(610)555-1212 |
| Comments |
This is a sample |
Personal Assets
| Asset Title: |
Bank |
| Asset Source: |
ABC Bank |
| Account Number: |
54444444 |
| Address: |
Any Street
Any City
, PA
18017
|
| Contact Person: |
John Doe |
| Contact Phone: |
6105551212 |
| Comments |
This is a sample. |
Personal Assets
| Asset Title: |
Bank |
| Asset Source: |
ABC Bank |
| Account Number: |
54444444 |
| Address: |
Any Street
Any City
, PA
18017
|
| Contact Person: |
John Doe |
| Contact Phone: |
6105551212 |
| Comments |
This is a sample. |
Personal Assets
Insurance Contracts
| Asset Title: |
Life/Annuity |
| Asset Source: |
American Life Insurance |
| Account Number: |
123 L 123 |
| Address: |
2299 Life Blvd
Any City
, FL
77788
|
| Contact Person: |
Mary White |
| Contact Phone: |
(554) 666-9999 |
| Contact Email: |
maryw@american.com |
| Comments |
Policy is joint survivor basis on life of first to die.
Also contains accidental death benefits. Has
auto premium loan provision in case payment
is not made timely. |
Personal Assets
Investment Accounts
| Asset Title: |
Stocks personally held |
| Asset Source: |
Swift Brokerage |
| Account Number: |
33-224-001 |
| Address: |
25 Broadway
Allison
, PA
18190
|
| Contact Person: |
Cheryl Jones |
| Contact Phone: |
772-383-2000 |
| Contact Email: |
cj@swiftbrok.com |
| Comments |
This is a separate account maintained for travel and other extras |
Personal Assets
Real Estate
| Asset Title: |
PrimaryResidence |
| Address: |
444 Main Street
P O Box 251
Allison
, PA
18190-0251
|
| Comments |
See important documents section for location of
deed and mortgage contract. |
Personal Assets
Retirement/Pension
| Asset Title: |
Keogh |
| Asset Source: |
Franklin Funds |
| Account Number: |
22-445566 |
| Address: |
2121 Broad St
San Francisco
, CA
99999
|
| Contact Person: |
Joe Brown |
| Contact Phone: |
(333) 666-7777 |
| Contact Email: |
jbrown@franklin.com |
| Comments |
Beneficiary forms in the gray lockbox. |
Business Asset
Business Interest
| Asset Title: |
Stock |
| Account Number: |
Midget Widget Assocs. |
| Address: |
c/o Flywheel & Sprocket
, ZZ
|
| Contact Person: |
Joe Sprocket |
| Contact Phone: |
772 222-1423 |
| Comments |
Our 35% interest in MW Assocs. is held in trust
by Joe. He handles all our personal and business
legal affairs. |
Business Asset
Financial Accounts
| Asset Title: |
Bank Checking |
| Asset Source: |
First Last Bank |
| Address: |
125 Sage Way
Allison
, PA
18190
|
| Contact Person: |
Larry Brown |
| Contact Phone: |
772-383 0202 |
| Contact Email: |
larryb@flbank.com |
| Comments |
This is the general corporate checking account. Two signers required. Check with Joe Sprocket. |
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DEBT INFORMATION
Below you will find all debts entered by the DataDeed originator named above.
Debts are categorized as either "Business Debt" or "Personal Debt".
Personal Debt
creditcards
| Debt Source: |
Acme Bank |
| Account Number: |
5422 2300 1456 9876 |
| Physical Location: |
my wallet |
| Address: |
123 Main St
Anytown
, PA
11111
|
| Contact Person: |
Jane Smith |
| Contact Phone: |
(222) 333 4444 |
| Contact Email: |
jsmith@acme.com |
| Comments |
extra card in gray lock box with validation form. |
Personal Debt
loans
| Debt Source: |
Equity Special |
| Account Number: |
33 887766 |
| Address: |
28 Fifth Ave
Chicago
, IL
88990
|
| Contact Person: |
Al Jones |
| Contact Phone: |
(800) 123-4567 |
| Comments |
Payment book with monthly bills in desk. See important
documents section for related papers. |
Personal Debt
mortgage
| Debt Source: |
Major Mortgage Co. |
| Account Number: |
99-8877-6 |
| Physical Location: |
see important doc section |
| Address: |
3456 First St
PO Box 2500
Philadelphia
, PA
19990-2500
|
| Contact Person: |
Sam Black |
| Contact Phone: |
(888) 233-4555 |
| Contact Email: |
sblack@majorm.com |
| Comments |
Mortgage on 444 Main St. |
Business Debt
loans
| Debt Source: |
Big Finance |
| Account Number: |
88-223399 |
| Address: |
One Park Plaza
Suite 300
Pittsburgh
, PA
17098
|
| Contact Person: |
Joe B. White |
| Contact Phone: |
(332) 444-7711 |
| Contact Email: |
jwhite@biggie.com |
| Comments |
BF handles all inventory financing for Midget Widget
Assocs. |
Business Debt
other
| Debt Source: |
Quick Lease |
| Account Number: |
3-77898 |
| Physical Location: |
Office vault |
| Address: |
2040 Sixth Ave
Allison
, PA
18190
|
| Contact Person: |
Ray Breeze |
| Contact Phone: |
772- 383-2891 |
| Comments |
Leases cover computers and copiers. Watch notice requirements if not renewing. |
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IMPORTANT CONTACT INFORMATION
Below you will find all contacts entered by the DataDeed originator named above.
Contacts are categorized contact type.
FuneralHome
| Contact Name: |
John Brown |
| Address: |
334 Fading La
Allison
, PA
18190
|
| Contact Phone: |
772-383-0004 |
| Comments |
All details prearranged and on file with John. Uncle Arthur also has a copy. |
Legal
| Contact Name: |
Joe Sprocket, Esq. Flywheel & Sprocket |
| Address: |
224 Narrow Lane
Allison
, PA
18190
|
| Contact Phone: |
777-222-1423 |
| Contact Email: |
joe@fsprock.com |
| Comments |
Joe has handled our will and all other legal requirements for years. Have him handle
any estate matters. |
NonFamily
| Contact Name: |
Frank Allen |
| Address: |
, NJ
|
| Contact Phone: |
309 774-8967 |
| Contact Email: |
fallen@mwidg.com |
| Comments |
Frank as company counsel will work with Joe Sprocket as to all business legal matters. |
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IMPORTANT DOCUMENT INFORMATION
Below you will find all documents entered by the DataDeed originator named above.
Important Documents are categorized document type.
BirthCertificate
| Document Title: |
Safe Deposit |
| Contact Person: |
Uncle Arthur |
| State: |
PA |
| Comments |
All family birth certificates |
LastWill
| Document Title: |
|
| Contact Person: |
Uncle Arthur |
| Contact Phone: |
777-222-8844 |
| State: |
PA |
| Comments |
Uncle Arthur has agreed to serve as executor
and he has a copy of the will. It is also in the
safe deposit box.
|
LivingWill
| Document Title: |
|
| Contact Person: |
Uncle Arthur |
| Contact Phone: |
(777) 222-8844 |
| City: |
Allison |
| State: |
PA |
| Comments |
We both have completed living wills that serve as health directives expressing our wishes if we are unable to make our own medical choices. |
MarriageCertificate
| Document Title: |
Safe Deposit |
| Contact Person: |
Uncle Arthur |
| Contact Phone: |
777-222-8844 |
| State: |
PA |
| Comments |
A very special document! |
Other
| Document Title: |
|
| Contact Person: |
Mortgage - Sam Black |
| Contact Phone: |
888-233-4555 |
| Contact Email: |
n/a |
| City: |
Philadelphia |
| State: |
PA |
| Comments |
Mortgage and deed on house in safe deposit box. Sam can provide current account specifics or other info. |
SafeDepositBox
| Document Title: |
Acme Bank |
| Contact Person: |
Jane Smith |
| Contact Phone: |
(222) 333 4444 |
| Contact Email: |
jsmith@acme.com |
| State: |
PA |
| Comments |
Box in joint names. extra key in gray lock box. Uncle Arthur also has a key. |
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|