Javier Espinoza 8 Hayes St San Rafael, CA 94901 February 01, 2012 ABC Invesment Firms ATTN: Alex Green

12 13th St San Rafael, CA 94901 Re: Estate of James Smith Date of Death: January 01, 2012

Dear Alex Green: I am the Personal Representative for the above estate. Enclosed for your records is a copy of the documentation from the court authorizing me to obtain this information. It is my understanding that the Decedent owned an investment account with your firm. The account number is: Account Number: BH12311 Please provide a detailed list showing each stock, bond or other investment. Please indicate the number of shares or units held, the high and low values per share or unit as of the date of death, and the total value as of the date of death. If a particular security is not traded in sufficient volume to provide this information, please provide your best estimate of the value for the security as of the date of death. In addition, please indicate whether the Decedent owned this account, or any items in this account, jointly with another person. If the Decedent owned any cash accounts or interest in money market funds as of the date of death, please indicate the value of such accounts. Also, please show the amount of any accrued interest or dividends that had been earned by the Decedent as of the date of death, but had not yet been credited to the account. Please provide relevant information regarding the manner in which the account assets can be transferred by the Personal Representative. Enclosed is a stamped, self-addressed envelope for your convenience. Please contact me at the address given above if you have any questions.

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Thank you very much for your assistance with this matter.

Sincerely,

Javier Espinoza

This is a RocketLawyer.com Legal Document