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Warning Text: Warning Text XTableStyleMedium9PivotStyleLight16`3Table 5  ;ZR3 A@@  tX0[All figures are estimates based on samples-- Total assetsDebts and mortgages Net worthPersonal residenceOther real estateClosely held stockPublicly traded stockFederal savings bondsOther Federal bondsCorporate and foreign bonds Bond fundsCashCash management accountsMortgages and notesCash value life insuranceLimited partnershipsArt Other assetsNumberAmount(1)(2)(3)(4)(5)(6)(7)(8)(9)(10)(11)(12)(13)(14)(15)(16)(17)(18)(19)(20)(21)(22)(23)(24)(25)(26)(27)(28)(29)(30)(31)(32)(33)(34)(35)(36)(37)(38)(39)(40)(41)(42)(43)(44)(45)(46)TotalUnder 50 50 under 65 65 under 75 75 under 85 85 and olderFnumbers are in thousands, money amounts are in millions of dollars.] Noncorporate business assets Farm assets Personal Wealth 2004:Age State and local government bonds2NOTE: Detail may not add to total due to rounding.9Source: IRS, Statistics of Income Division, August 2008.Diversified mutual fundsRetirement assets$1.5 Million or More,Type of Property by Age5Brief definitions are included in each column header.<Additional data information, including expanded definitions.0Female Top Wealth Holders with Gross Assets of + , . Z- U./sR///-/e,0d00'1#ccB  F5Y  dMbP?_*+% ",&?'?(?)?M\\DCI0150CPSOI4\Jan - PSS oILetterPRIV0''''` \K\K5 SMTJHP LaserJet 4100 Series PSCollateTrueSmoothingTrueJCLResolution600dpiJCLFastResTrueJCLEconomodeFalseJRConstraintsJRCHDPartialJRHDInstalledJRHDOffJRHDNotInstalledJRHDOffHPPrinterModelNameHP_LaserJet_4100_Series_PSPageSizeLetterPageRegionInputSlotMiddleHPPaperPolicyPromptUserHPHalftonePrinterDefaultDuplexNoneTRJPHAAEXECADMIN BAPHAA"I??&U} @} I@} / @} 0$ @44,4,4,4,4444 4A 4A 4C 4C 4A 4C4C4C0C0C0C0 KLU KWU KSU KTU LJ LIJ VUV WVW XMY QQ QQ QQ Q Q  Q Q  Q Q QQ QNQ QQ Q Q Q Q Q Q QQQ Q Q Q Q  Q!Q "Q#Q $QJ%Q &QK'Q (Q)Q *QR+Q ,Q-Q .Q/Qf Z[RRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRR/ Z[ S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S S !S "S #S $S %S &S 'S (S )S *S +S ,S -S .S /S 0BBBB3 \] T T T T T T T T T T T T T! T" T# T$ T% T& T' T( T) T* T+ T, T- T. T/ T0 T1 T2 T3 !T4 "T5 #T6 $T7 %T8 &T9 'T: (T; )T< *T= +T> ,T? -T@ .TA /TB 0BBBB3 MC M DT@DE؋@EIAET@EE@E!AEH@E,!AEj@E@AE@E0AE@EvAEX@Ew@Ep@Ep@E@t@E @E@\@EC@Ew@EK@E8@EPA AE@EAEn@EP@Es@Ed@Ej@EqAEY@E@E`f@EzAE@@E|>AEX@EV@E@E:@/ ND N Fr@FJ@Fn@FP@Fr@F9Fn@FAF`@F @FM@F`#@F`m@FAFW@F`r@F1@Fh@FL@F@FQ@F@F9@F@FU@F|@Fp@FS@F`j@FK@FO@F_@FR@F@FO@F -@F&@F4@FE@F@@Fk@F]@F1@Fܜ@Fp@F`,@/ NENFy@F8AFs@F@Fy@F\FPu@F` AFo@FAFU@F@Ft@Fp:AF@c@F_@F@@F@F@R@F@F@X@F@FE@F@F`@F@F0x@F/@Fr@FB@F@U@F@F_@F@FS@F @FC@F@FN@F@Ft@FAFB@F@Fw@F%@/ NFNF@j@F<0)AF b@F$@F@j@F7(AF`e@F`J@Fa@F@FD@F @Fe@FЅAF[@F0k@F3@F@FO@F@FR@F@F4@F@FR@F@F@i@F`o@Fb@F@FG@F@FJ@F@FF@F@F>@F@FE@F@c@Fc@F@@F9@F̤@Fg@F@/ NGNF e@FF-F@]@F@C@F e@F &AF]@F %@FV@F@F5@F@Fa@F AFZ@F@F4@F$@FF@F(@FK@F@F1@F8@FK@F@Fd@F`@F`@F@FD@F@FE@F@F5@F{@F0@F@F7@F@FZ@F@T@F(@Fٳ@F`c@F@/ OHOG@T@G!AG@P@G@G@T@GAGH@GK@G?@Gl@G@G@GQ@GAGJ@G@G&@Gx@G<@G@G>@Gٶ@G @G@G;@Gh@GS@G@@GN@G@G,@G@G.@G,@G@Gr@G@Gw@G$@G@G<@G@G@G@GQ@G߷@/ POdPHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHH/ IPJ,|@j666666vzb(    T(bX X?% ]4@(bXA ͐6/BU!d y<zTotal assets The sum of all assets owned by the individual before subtracting debts, mortgages, and liens owed to others.< D !yr  T X?]4@rE G`%IuY <Debts and mortgages Includes morgages, liens, and other debts of the individual. This category should not be confused with "Mortgages and notes" (see below), an asset category which represents money owed to the individual. < !  T`X X?  ]4@`X  ҝAC Zw T <UNet worth This wealth concept is defined as total assets minus debts and mortgages. < > !iS" T  T( X?  K ]4@(` <@ K&)b <Personal residence This asset category includes real estate listed on the Federal estate tax return as the primary residence. At most, one piece of residential property per individual is included in this asset category. <#v"a  TaX X? 8]4@aX3 QhsC)l  <Other real estate This asset category includes commercial property, farm land and undeveloped land, real estate mutual funds (REITs), real estate partnerships, and residential property other than the personal residence.< ]!d>2  TA X?]4@A4 |=dn,-LG,,  <Closely held stock This asset category includes the total value of stock in closely held corporations. Closely held corporations are those whose ownership is concentrated among a relatively small numbers of owners, and whose stock is not traded publicly. < f!$    Ty9 X?>]4@y96 @SPiC-S  <Publicly traded stock This asset category includes publicly traded shares issued by domestic corporations and foreign businesses (including American Depository Receipts), and mutual funds that are solely or primarily composed of these shares. < {!8"   TbX X?]4@bX7 %PvpAXHD@c/   <State and local government bonds This asset category includes debt securities issued by state and local municipalities. These bonds are often exempt from Federal and state income taxes. Also includes mutual funds that are solely or primarily composed of these bonds. < !!p "     T X?K ]4 @8 ^#I,eƅ  <Federal savings bonds Includes all savings bonds issued by the U.S. Department of the Treasury, including Series E, EE, F, G, H, HH, I, and J. < }!="    T X?p]4 @`9 ^UJUN%p  <Other Federal bonds This asset category includes all debt securities issued by the U.S. Department of the Treasury other than savings bonds. Also includes mutual funds that are solely or primarily composed of these bonds. < q!"    T X?K ]4 @:  zY|ѯN.O3  <Corporate and foreign bonds This asset category includes debt securities issued by businesses and all bonds issued by foreign governments. Also includes mutual funds that are solely or primarily composed of these bonds. < !"    T \ X?>]4 @ \;  D;DE <Bond funds This asset category includes mutual funds composed of a variety of different types of bonds. Also includes mutual funds that could be identified as being composed of bonds, but for which a primary bond type could not be determined. < ? !wM   T( \ X?Q]4 @( \`< @mlO1Fu  <Diversified mutual funds This asset category includes mutual funds that are broadly composed of a variety of different kinds of investment instruments. Also includes mutual funds whose asset composition could not be determined. < !"   T \ X?  ]4@ \ = nfA%]fF  <Cash This asset category includes actual cash, savings and checking accounts held at banks, certificates of deposit (CDs), and call accounts held in a brokerage. < !"   TP \ X? "]4@P \= ]4@\ !r =7:B~K" . </Noncorporate business assets This asset category includes non-farm business assets used in an enterprise owned by the decedent. Common business entity types included in this category are sole proprietorships, general partnerships and limited liability companies (LLCs). Excludes limited partnerships. < !/-" .  T(dX X?(*]4@(dX!r X/YF `B{ ) <*Farm assets This asset category includes all assets used in conjunction with a farm or agricultural business, as well as incorporated farms, farm partnerships, and farm sole proprietorships. Farm land is not included in this category, but is instead included in the "Other real estate" category. < E !A(" )=2  TcX X?*,]4@cX#r !R I+   <Limited partnerships A limited partnership is a business organization with one or more general partners, who manage the business and assume legal debts and obligations, and one or more limited partners, who are liable only to the extent of their investments. < u!"=2  T[ X?,.]4@[#r ]HBz  <Retirement assets This asset category includes annuities, assets held in defined contribution plans, such as individual retirement accounts (IRAs) and 401ks, and the taxable portion of survivor benefits from defined benefit plans, such as traditional employer pensions. < g!"   T[ X?./8 ]4@[$r  gE̖ g <hArt This asset category includes items such as paintings, sculptures, busts, engravings, and etchings. < !f" g=2  T[ X?02 ]4@[@%r ȘۙKJk  <Other assets This asset categroy includes depletable and intangible assets and assets for which another category could not be assigned. < H !a" bgraub00bgraub00bgraub00bgraub00 bgraub00 bgraub00bgraub00bgraub00 bgraub00 bgraub00 bgraub00 bgraub00 bgraub00bgraub00bgraub00 bgraub00"bgraub00$bgraub00&bgraub00(bgraub00*bgraub00,bgraub00.bgraub00><daubuA B( ,-   ! &'    () *+          ./   "# $%   7TyK =Additional data information, including expanded definitions.yK http://www.irs.gov/taxstats/indtaxstats/article/0,,id=212157,00.htmlyX;H,]ą'cggD  Oh+'0@H\p  bgraub00 bgraub00Microsoft Excel@|7 @s9T}՜.+,D՜.+,T PXx  Statistics of Income Table 5'Table 5'!Print_Titles  Worksheets Named Ranges  8@ _PID_HLINKSA_Ehttp://www.irs.gov/taxstats/indtaxstats/article/0,,id=212157,00.html F&Microsoft Office Excel 2003 WorksheetBiff8Excel.Sheet.89qCompObjr