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Hermes SMTP Server) with ESMTPA ID ab67d1e837b1668947634db46e22d0f3; Fri, 22 Nov 2024 02:04:28 +0000 (UTC) Content-Type: multipart/alternative; boundary="------------lMix813Fule2LOPrOHJ5u50w" Message-ID: <369dc6d9-0cb0-4f34-8832-ee616b8e2f56@aol.com> Date: Thu, 21 Nov 2024 18:04:26 -0800 MIME-Version: 1.0 User-Agent: Mozilla Thunderbird Subject: Re: Exchange Agreement and Inventory Drafts To: DAP AERO References: <78F16DBF-EDA3-49BD-9E32-F9753EA62E52@dapaero.com> Content-Language: en-US From: Curtis Andrews In-Reply-To: <78F16DBF-EDA3-49BD-9E32-F9753EA62E52@dapaero.com> X-Mailer: WebService/1.1.22941 mail.backend.jedi.jws.acl:role.jedi.acl.token.atz.jws.hermes.aol Content-Length: 14112 X-Spam-Status: No, score=-2.9 X-Spam-Score: -28 X-Spam-Bar: -- X-Spam-Flag: NO This is a multi-part message in MIME format. --------------lMix813Fule2LOPrOHJ5u50w Content-Type: text/plain; charset=UTF-8; format=flowed Content-Transfer-Encoding: 8bit no, she just thought they are different funds, just need you to reconcile  her $44+ 128 with your $275 On 11/21/24 5:49 pm, DAP AERO wrote: > double a properties is a llc owned by our mom and dad. At the bank it > is under the companies EIN and considered commercial accounts (but > uses their social security numbers as i recall).   i presume they are > considered to be regular joint accounts, (one checking and one > savings). Everything that comes into double A goes directly on their > personal income tax return.   At any time we could transfer the full > amount into their personal account, so is this just personal money > like their checking/savings? Or is this somehow treated differently? > >> On Nov 21, 2024, at 4:59 PM, Curtis Andrews wrote: >> >>  >> >> >> >> >> -------- Forwarded Message -------- >> Subject: Exchange Agreement and Inventory Drafts >> Date: Fri, 22 Nov 2024 00:45:04 +0000 >> From: Andrea Maroney >> To: Curtis Andrews >> CC: Sheri Craven >> >> >> >> Hi Curtis – >> >> I’ve attached the most recent draft of the Exchange Agreement and >> Estate Inventory, based on the updated numbers from your November 19 >> email. A couple of questions regarding those documents: >> >> * Does Bonnie or the estate still have the Umpqua bank accounts? On >> the probate questionnaire, you listed two Umpqua accounts with >> balances of $44,000 and $128,000. Those were not on your most >> recent inventory. I’ve taken the accounts off the Exchange >> Agreement, but I can easily add them back if that was in error. >> * What is the “cash in double A properties”? >> * Is the GE and Gunderson stock in a single account? Previously, we >> had two separate values for GE and Gunderson. >> >> If everything looks good to you, I’ll forward the drafts to your >> accountant before we record the deeds. >> >> Does your mom want to sign the TEDRA/trust for Matthew tomorrow, or >> are any revisions still needed? >> >> Thank you, >> > >> *Confidentiality Note*: The preceding e-mail message (including any >> attachments) contains information that may be confidential, protected >> by applicable legal privileges, or constitute non-public information. >> It is intended to be conveyed only to the designated recipient(s). If >> you are not an intended recipient of this message, please notify the >> sender by replying to this message and then delete it from your >> system. Use, dissemination, distribution or reproduction of this >> message by unintended recipients is not authorized and may be unlawful. >> > > -- Thank You Curtis Andrews 1336 E Oak St. Othello WA 99344 andrewscc@aol.com 509 346 8108 --------------lMix813Fule2LOPrOHJ5u50w Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: 8bit

no, she just thought they are different funds,  

just need you to reconcile  her $44+ 128 with your $275 

On 11/21/24 5:49 pm, DAP AERO wrote:
double a properties is a llc owned by our mom and dad. At the bank it is under the companies EIN and considered commercial accounts (but uses their social security numbers as i recall).   i presume they are considered to be regular joint accounts, (one checking and one savings). Everything that comes into double A goes directly on their personal income tax return.   At any time we could transfer the full amount into their personal account, so is this just personal money like their checking/savings? Or is this somehow treated differently? 

On Nov 21, 2024, at 4:59 PM, Curtis Andrews <andrewscc@aol.com> wrote:






-------- Forwarded Message --------
Subject: Exchange Agreement and Inventory Drafts
Date: Fri, 22 Nov 2024 00:45:04 +0000
From: Andrea Maroney <amaroney@elgwa.com>
To: Curtis Andrews <andrewscc@aol.com>
CC: Sheri Craven <scraven@elgwa.com>


Hi Curtis –

 

I’ve attached the most recent draft of the Exchange Agreement and Estate Inventory, based on the updated numbers from your November 19 email. A couple of questions regarding those documents:

  • Does Bonnie or the estate still have the Umpqua bank accounts? On the probate questionnaire, you listed two Umpqua accounts with balances of $44,000 and $128,000. Those were not on your most recent inventory. I’ve taken the accounts off the Exchange Agreement, but I can easily add them back if that was in error.
  • What is the “cash in double A properties”?
  • Is the GE and Gunderson stock in a single account? Previously, we had two separate values for GE and Gunderson.

 

If everything looks good to you, I’ll forward the drafts to your accountant before we record the deeds.

 

Does your mom want to sign the TEDRA/trust for Matthew tomorrow, or are any revisions still needed?

 

Thank you,


Confidentiality Note:  The preceding e-mail message (including any attachments) contains information that may be confidential, protected by applicable legal privileges, or constitute non-public information. It is intended to be conveyed only to the designated recipient(s). If you are not an intended recipient of this message, please notify the sender by replying to this message and then delete it from your system. Use, dissemination, distribution or reproduction of this message by unintended recipients is not authorized and may be unlawful.

 



-- 
Thank You

Curtis Andrews
1336 E Oak St. 
Othello WA 99344
andrewscc@aol.com
509 346 8108
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