Re: From Gail further re: Don's Legal Documents

[Robert <http://dummy.us.eu.org/robert>]

I just looked on your computer, Noelle, and did not see the amended copy
of the 2018 document that Gail mentions here.  (Coincidentally, that was
the same year that Noelle and I created our revocable trust.)

I would like a copy of the updated trust as well as any other related
documents, preferably in its original pdf form rather than the scanned
version.

 > From: "Gail" <http://www.cox.net/~g3>
 > Date: Sat, 3 Sep 2022 17:28:02 -0700
 >
 > Hi Noelle,
 > 
 > Today I just took the time to read all of Don's legal documents in one file
 > he has and noticed that earlier I missed the existence of a document
 > entitled "First Amendment to the 2001 Amendment and Restatement of the
 > Family Trust" dated August 2, 2018. In error I thought the "2001
 > Amendment and Restatement of The Family Trust" dated March 16, 2001
 > was the current Family Trust document not knowing about the
 > existence in that same file of the much shorter document dated August 2,
 > 2018. Do you have a copy of the one dated August 2, 2018 which is the most
 > current and valid one? It is 7 pages long so please let me know how best to
 > get it to you if you don't have a copy of that. The one dated March 16, 2001
 > is 30 pages long which I believe you have a copy of. Anyway, this explains
 > why there were "Deleted" in Don's handwriting on several of the pages of the
 > 3/16/2001 document. On the Family Trust document dated 8/2/2018 that
 > paragraph on p. 6 - among others - in Article Five, Item 5.1 entitled
 > "Special Cash Gift" no longer exists in the Trust document dated 8/2/18. 
 > 
 > I just talked to Don about all this, and he doesn't remember anything about
 > this such as why the changes were made, nor do I remember. Perhaps this
 > amended document dated 8/2/2018 was made after he did give you an upfront
 > special cash gift of possibly the "$100,000 or an amount equal to fifteen
 > percent (15%) of the settlor's (Don's) net taxable estate.." which was
 > written in the 3/16/2001 Trust document. Who knows? Anyway sorry about all
 > this confusion.
 > 
 > I look forward to your reply as to whether you want a copy of the 8/2/2018
 > trust document and if so, how best to get it to you. 
 > 
 > Best,
 > 
 > Gail