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"Receipt"
"Agreement" is made to appear as a usual and customary "receipt"?
1985.10.23 (Edward White to Jean O'Connell) (No copy to another)
"Enclosed is the Agreement which Mr. Mackell and I discussed. If it meets with your approval, I would appreciate your signing it and returning it to me so that I might forward it to him for the signatures of the Co-Trustees. This document should serve both as the Agreement and as the receipt by the Trustees for the Trust property.
Sincerely, Edward J. White"
1986.01.27 (Edward White to Jean O'Connell) (No copy to another)
"At long last we have a signed Agreement concerning the funding of the Trust. The Agreement is enclosed.
The only difference between this Agreement and the previous agreement which I had drafted is the change in the percentages of ownership between you and the Trusts. Originally, Ms. Barnes had computed the ownership of the Trust at 43.525. She and Mr. Mackall and I now agree that the figures should be 46.0994. The Agreement also contains a provision in paragraph 5 that will be reimbursed for the principal of all real estate taxes on that property.
Mr. O'Connell was unwilling to agree to pay interest on the real estate tax advancements. While I am at a loss to understand his attitude, I am of the opinion that we would be best served by signing the Agreement as is.
Ms. Barnes has computed that through 1984 you paid taxes in the amount of $13,841.24. Please sign the Agreement and return it to me as soon as possible, and I will forward it to Mr. Mackall for the Co-Trustees signature and filling with the Commissioner of Accounts. At that point the trust will then be funded and the responsibility for filing accounts and inventories will be that of the Trustees.
We can then have Ms. Barnes complete the final accounting for the Estate and the matter will be closed.
Sincerely, Edward J. White"
1986.02.27 (Edward White to Henry Mackall) (No copy to another)OMIT?
"Has Mr. Higham signed the Agreement which I foewarded to you on January 31, 1986? If he has, please send me a copy so that I can submit it to the accountant and we can use it as a receipt to wind up the Estate.
An accounting is nearly overdue in this case, and I would like to be able to file a Final Accounting
Sincerely, Edward J. White"
1986.04.10 (Edward White to Joanne Barnes) (Copy to Jean O'Connell)
"I have agreed with Anthony O'Connell's attorney that we will provide them with a draft of the final accounting in the Harold O'Connell Estate. This, I think, will allay all of the suspicions that have arisen on the other side in this matter.
If you could commence preparing that, I would appreciate it. I am enclosing a copy of the nearly signed Agreement, by which the Trustees agree to take possession of the percentage interest of the property.
Thank you.
Sincerely, Edward J. White"
1986.06.26 (Edward White to Joanne Barnes) (Copy to Jean O'Connell)
"I represent Mrs. Jean O'Connell in the above referenced matter.
We are now ready to file the Final Accounting. Enclosed is a document entitled Agreement, paragraph 1 of which acknowledges receipt of the property.
If you need any other documents, please contact me or Mrs. O'Connell. Thank you.
Sincerely, Edward J. White"
I don't understand why Edward White tells Joanne Barnes, with a copy to Jean O'Connell, that he represents Jean O'Connell, as if she didn't know it.
1986.06.26 (Edward White to Jean O'Connell) (No copy to another)
"At last, we are ready to file the final Accounting in this case.
In order to spare you having to mail documents back and forth, I am notifying Jo Ann Barnes to begin the accounting and sending her a copy of the Agreement wherein your son and Mr. Higham acknowledge receipt of the Trust property.
Miss Barnes will contact you at the time your signature is needed.
Sincerely, Edward J. White"
1986.08.08 (Edward White to Robert McCandlish) (Copy to Jean O'Connell)
"Enclosed is the Fourth and Final Accounting in the captioned estate with your checks in the amounts of $35.00 and $25.00. Please note that the Trustees have qualified in this case and the attached agreement is submitted as a receipt for the trust property. The vouchers for the real estate taxes paid by Mrs. O'Connell add to more than the amount stated but in this case it makes no difference.
Sincerely, Edward J. White"
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