THOMAS L. SEIDMAN

[redacted]

July 16, 2024

Wayne Aaron, Esq.

[redacted]

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

[redacted[

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

[redacted]

 

August 4, 2024

Muriel Seidman

[redacted]

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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To whom it may concern:

In 2011, I was advised that I was a beneficiary named in a number of family trusts. In 2015, I attempted to receive information about these trusts via a trustee, but was referred by the trustee to the attorney whom I believe was responsible for drafting the trust documents (but not necessarily the person responsible for fulfilling my requests). Feeling as though I was getting the run-around, I did not follow up at that time. Suffice it to say, I never received any copies of the trust documents or any accountings therefor, nor have I ever received any distributions from the trusts.

Following my father’s death in July 2024, I renewed my efforts to learn about the trusts. The trustee originally managing the trusts wrote that his duties had been taken over by “replacement trustees.” My father’s second wife did not reply to my letter to her, but instead I received correspondence from her attorney (the original trust attorney) who states that he represents her and claims I am not a beneficiary of any trusts. Meanwhile, my sister Liz ignored my email wherein I asked her what she knew about the trusts, and my sister Ruth lied that she knew nothing about any trusts. I have never received any notifications that any of the trusts have ever been liquidated or that I have ever been removed as a beneficiary.

Let me be up front about the fact that my father and I had been functionally estranged for almost three decades. His second spouse and I do not like each other. Following their stonewalling about the trusts, my relationships with my siblings are presently nonexistent.

I wish to ascertain (compel disclosure, if necessary?) my status with respect to the trusts and whether there is evidence of trustee malfeasance.

Relevant parties: Trusts

The trusts

David H. Stoll Declaration of Trust dated May 28, 1992 (Father of Muriel; David is deceased)

Julia C. Stoll Declaration of Trust dated May 28, 1992 (Mother of Muriel; Julia is deceased)

Irving Seidman Living Trust dated October 6, 2010 (Father of Beneficiaries; Irving is deceased as of July 4, 2024)

Muriel E. Seidman Living Trust dated October 6, 2010 (Second wife of Irving)

The former appointed trustee (2011-?)

Wayne Aaron, Esq. (distant cousin of Muriel)

Beneficiaries

Thomas Seidman (me)

Ruth Oglesby (my sister)

Elizabeth Seidman (my sister)

Original trust attorney (now representing Muriel)

Michael Tannenbaum, Esq.

Surviving Trustee and/or Grantor/Settlor

Muriel Seidman (second spouse of my father)

THOMAS L. SEIDMAN

[address redacted]

November 16, 2015

Wayne Aaron, Esq.

[address redacted]

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 trust instruments (including any schedules or attachments), a listing of the assets and investments contained in each trust, 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 me at the e-mail address above would also be appreciated.

Sincerely,

Thomas L. Seidman

###