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Re: P.S. Question from Gail (fwd)



Do you remember receiving such moneys?  I don't remember that.

Seems strange that it would be a fixed amount like that.  I guess your dad
was expecting to be well-off by the time of his death.

 > From: Noelle <noelle>
 > Date: Thu, 25 Aug 2022 07:04:22 -0700 (PDT)
 >
 >  > From: "Gail" <http://www.cox.net/~g3>
 >  > Date: Wed, 24 Aug 2022 22:18:11 -0700
 >  > 
 >  > Hi Noelle, 
 >  > 
 >  > In rereading Don's 2001 Amendment and Restatement of The Family
 >  > Trust dated March 16, 2001 (which we sent you a few months ago I believe
 >  > along with other of Don's documents), Don and I are wondering as we have
 >  > forgotten, did Don already give you up front earlier all of the $100,000.00
 >  > or a portion of it (if yes, how much and when?) that is listed on p.6  in
 >  > Article Five of that Trust document? If so, we need to amend that page of
 >  > item 5.1 to show that has already been done or a portion of it has been
 >  > done. That is very important as we wouldn't want to give you that $100,000.
 >  > again by mistake once Don passed away especially since the Trust's financial
 >  > assets most likely would have decreased quite a bit by then. We ask because
 >  > we notice that Don wrote quite some time ago on that page of the document at
 >  > 5.1 the word delete as that 5.1 item was never formally deleted. 
 >  > 
 >  > I look forward to your reply soon. I am trying to take care of all these
 >  > types of matters in case  Don's early stage dementia gets into a worse stage
 >  > later and because the leader of the Caregiver Support Group I belong to
 >  > suggests doing this. 
 >  > 
 >  > Love,
 >  > 
 >  > Gail




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