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Wed, 12 Feb 2025 14:28:55 +0000 Received: from SA1PR22MB5208.namprd22.prod.outlook.com ([fe80::459a:6c7:b588:8a32]) by SA1PR22MB5208.namprd22.prod.outlook.com ([fe80::459a:6c7:b588:8a32%4]) with mapi id 15.20.8422.015; Wed, 12 Feb 2025 14:28:55 +0000 From: Nathaniel Prior To: Curtis Andrews , "mattprior@me.com" CC: DAP AERO Subject: Re: Early inheritance Thread-Topic: Early inheritance Thread-Index: AQHbeb4+SZKNmye3FEGJ7GC0k+Z2erNDwPre Date: Wed, 12 Feb 2025 14:28:55 +0000 Message-ID: References: In-Reply-To: Accept-Language: en-US Content-Language: en-US X-MS-Has-Attach: X-MS-TNEF-Correlator: x-ms-reactions: allow x-ms-exchange-messagesentrepresentingtype: 1 x-ms-publictraffictype: Email x-ms-traffictypediagnostic: SA1PR22MB5208:EE_|SA1PR22MB5154:EE_ x-ms-office365-filtering-correlation-id: c525f680-0bc5-40af-ed04-08dd4b719479 x-microsoft-antispam: BCL:0;ARA:14566002|12050799009|14030799003|19110799003|8060799006|461199028|15080799006|7092599003|12121999004|8062599003|9400799030|10035399004|440099028|4302099013|3412199025|19111999003|12091999003|102099032|1602099012; 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boundary="_000_SA1PR22MB52085AD10EBB04AF8B693374C5FC2SA1PR22MB5208namp_" MIME-Version: 1.0 X-OriginatorOrg: sct-15-20-7719-20-msonline-outlook-7da6c.templateTenant X-MS-Exchange-CrossTenant-AuthAs: Internal X-MS-Exchange-CrossTenant-AuthSource: SA1PR22MB5208.namprd22.prod.outlook.com X-MS-Exchange-CrossTenant-RMS-PersistedConsumerOrg: 00000000-0000-0000-0000-000000000000 X-MS-Exchange-CrossTenant-Network-Message-Id: c525f680-0bc5-40af-ed04-08dd4b719479 X-MS-Exchange-CrossTenant-originalarrivaltime: 12 Feb 2025 14:28:55.0634 (UTC) X-MS-Exchange-CrossTenant-fromentityheader: Hosted X-MS-Exchange-CrossTenant-id: 84df9e7f-e9f6-40af-b435-aaaaaaaaaaaa X-MS-Exchange-CrossTenant-rms-persistedconsumerorg: 00000000-0000-0000-0000-000000000000 X-MS-Exchange-Transport-CrossTenantHeadersStamped: SA1PR22MB5154 X-Spam-Status: No, score=-2.9 X-Spam-Score: -28 X-Spam-Bar: -- X-Spam-Flag: NO --_000_SA1PR22MB52085AD10EBB04AF8B693374C5FC2SA1PR22MB5208namp_ Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: quoted-printable This is incredibly generous, unexpected, and sincerely appreciated. I have = no concerns or questions and accept. -N Sent from my T-Mobile 5G Device Get Outlook for Android ________________________________ From: Curtis Andrews Sent: Friday, February 7, 2025 4:12:47 PM To: nathanielprior@hotmail.com ; mattprior@me.c= om Cc: DAP AERO Subject: Early inheritance Hello Nathaniel and Matthew; We finally got the draft TEDRA from the attorney. Sorry for the long delay. The attached TEDRA is the document that allows you disclaim any future righ= ts to the Andrews estate in exchange for your early and full inheritance. Please review carefully and ask any questions, as once it is agreeable to a= ll and signed, it is irrevocable. Since the final amount is $30k more than we discussed, your Grandmother wou= ld like you to fund your ROTH retirement accounts with some of the extra. As you know, your grandmother's childhood instilled in her, the importance = of simply having a home. This gift allows her to share that home security = while she is alive. Thank you for allowing her that peace of mind in her r= emaining years. If the draft is agreeable, we will print a final document that will be sign= ed by all, then our attorney will file it with the probate court. She will also file the IRS tax form stating that you are receiving these f= unds as a gift, (not compensation for services or income) so it is tax fre= e to you. Then, you can either choose an escrow/title/real estate attorney, or you ca= n do the paperwork yourself. Typically, the closing agent opens an escrow account. Your grandmother sends $280,000 to the escrow account. The closing agent pays off your mortgage and makes sure you get all the pap= erwork for a clean title to your house. They deduct their fees from the remaining funds and write you a check for t= he remainder. You fund you and your spouse's ROTH accounts then save and enjoy the remain= der. Let me know if you have any questions or concerns. Uncle Curtis Andrews 1336 E Oak St. Othello WA 99344 andrewscc@aol.com 509 346 8108 --_000_SA1PR22MB52085AD10EBB04AF8B693374C5FC2SA1PR22MB5208namp_ Content-Type: text/html; charset="us-ascii" Content-Transfer-Encoding: quoted-printable
This is incredibly generous, unexpected, and sincerely ap= preciated. I have no concerns or questions and accept.

-N

Sent from my T-Mobile = 5G Device
Get Outlook for Android
From: Curtis Andrews <an= drewscc@aol.com>
Sent: Friday, February 7, 2025 4:12:47 PM
To: nathanielprior@hotmail.com <nathanielprior@hotmail.com>; m= attprior@me.com <mattprior@me.com>
Cc: DAP AERO <craig@dapaero.com>
Subject: Early inheritance
 

Hello  Nathaniel and M= atthew;

We finally got the draft TE= DRA from the attorney. Sorry for the long delay.  

The attached TEDRA is the d= ocument that allows you disclaim any future rights to the Andrews estate in= exchange  for your early and full inheritance.

Please review carefully and= ask any questions, as once it is agreeable to all and signed, it is irrevo= cable. 

Since the final amount is $= 30k more than we discussed, your Grandmother would like you to fund your RO= TH retirement accounts with some of the extra. 

As you know, your grandmoth= er's childhood instilled in her, the importance of simply having a home.&nb= sp; This gift allows her to share that home security while she is alive.&nb= sp; Thank you for allowing her that peace of mind in her remaining years. 


If the draft is agreeable, = we will print a final document that will be signed by all,  then our attorney will file it wi= th the probate court.

She will also file the IRS&= nbsp; tax form stating that you are receiving these funds as a gift,  = (not compensation for services or income) so it is tax free to you. &n= bsp;

Then, you can either choose= an escrow/title/real estate attorney, or you can do the paperwork yourself= . 

Typically, the closing agen= t opens an escrow account.  

Your grandmother sends $280= ,000 to the escrow account.  

The closing agent pays off = your mortgage and makes sure you get all the paperwork for a clean title to= your house.    

They deduct their fees from= the remaining funds and write you a check for the remainder.

You fund you and your spous= e's ROTH accounts then save and enjoy the remainder.


Let me know if you have any= questions or concerns.


Uncle 

Curtis Andrews
1336 E Oak St.=20
Othello WA 99344
andrewscc@aol.com
509 346 8108
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