THE MYSTERY OF THE FAMILY TRUSTS PART 2

THOMAS L. SEIDMAN

201 I STREET, SW, # 103

WASHINGTON, DC  20024

 

July 16, 2024

Wayne Aaron, Esq.

26 Oxford Road

Scarsdale, NY  10583

Re:       

David H. Stoll Declaration of Trust dated May 28, 1992

Julia C. Stoll Declaration of Trust dated May 28, 1992

Irving Seidman Living Trust dated October 6, 2010

Muriel E. Seidman Living Trust dated October 6, 2010

Dear Mr. Aaron:

I am a named beneficiary of each of the above-captioned trusts, and it is my understanding that you have taken on the fiduciary appointment as trustee under each of these trusts. I am writing at this time to request full copies of the original trust instruments (including any schedules or attachments), any pertinent subsequent modifications thereto, a listing of the assets and investments contained in each trust, trust accountings, and a statement of their most recent market valuations, or the portions of each of the aforesaid requests to which I am legally entitled.

Please mail these documents to me at the address above. A brief acknowledgement of your receipt of this letter sent to the address above would also be appreciated.

Sincerely,

Thomas L. Seidman

THOMAS L. SEIDMAN

201 I STREET, SW, # 103

WASHINGTON, DC  20024

 

July 22, 2024

Wayne Aaron, Esq.

Katten Muchin Rosenman LLP

50 Rockefeller Plaza

New York, NY 10020-1605

Re:       

David H. Stoll Declaration of Trust dated May 28, 1992

Julia C. Stoll Declaration of Trust dated May 28, 1992

Irving Seidman Living Trust dated October 6, 2010

Muriel E. Seidman Living Trust dated October 6, 2010

Dear Mr. Aaron:

I am a named beneficiary of each of the above-captioned trusts, and it is my understanding that you have taken on the fiduciary appointment as trustee under each of these trusts. I am writing at this time to request full copies of the original trust instruments (including any schedules or attachments), any pertinent subsequent modifications thereto, a listing of the assets and investments contained in each trust, trust accountings, and a statement of their most recent market valuations, or the portions of each of the aforesaid requests to which I am legally entitled.

Please mail these documents to me at the address above. A brief acknowledgement of your receipt of this letter sent to the address above would also be appreciated.

Sincerely,

Thomas L. Seidman

THOMAS L. SEIDMAN

201 I STREET, SW, # 103

WASHINGTON, DC  20024

 

August 4, 2024

Muriel Seidman

401 Lake Shore Drive, #404

Lake Park, FL 33403

Re:       

David H. Stoll Declaration of Trust dated May 28, 1992

Julia C. Stoll Declaration of Trust dated May 28, 1992

Irving Seidman Living Trust dated October 6, 2010

Muriel E. Seidman Living Trust dated October 6, 2010

Dear Muriel Seidman:

I was informed that I am a named beneficiary of each of the above-captioned trusts for which you are acting as a trustee and/or grantor/settlor. I am writing at this time to request full copies of the original trust instruments (including any schedules or attachments), any pertinent subsequent modifications thereto, a listing of the assets and investments contained in each trust, full and complete trust accountings, and a statement of their most recent market valuations, or the portions of each of the aforesaid requests to which I am legally entitled.

Please mail these documents to me at the address above. A brief acknowledgement of your receipt of this letter sent to the address above would also be appreciated.

Sincerely,

Thomas L. Seidman

Copy:

Michael Tannenbaum, Esq.

2161 Palm Beach Lakes Blvd., Suite 304

West Palm Beach, FL 33409

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