📄 Extracted Text (491 words)
From: Thomas Turrin
To: jeffrey E. leeva on gma com>
Subject RE: DRAFT - REVISED
Sent Saturday, April 9, 2016 2:33:12 PM
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imaqe002.IP9
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Jeffrey, I'm in the office...
From: Jeffrey E. [mailto:[email protected]]
Sent: Saturday, April 09, 2016 10:32 AM
To: Thomas Turrin; Melanie Spinella
Subject: Re: DRAFT - REVISED
talk to me re trustee
On Fri, Apr 8, 2016 at 6:21 PM, Thomas Turrin wrote:
Jeffrey,
Attached is a revised draft of gift tax return and also a summary accounting of the
trust. The password is in the next email.
The accounting summary reconciles the cash in the trust and shows how I determined
the reportable amount of the gift for 2015.
There were more gifts made from the trust during the year than was reported on the
summary sheet I had original received. I reviewed the payments per the bank statements made
from the trust
during the year. They all appear to be appropriately classified as gifts (the separate payments
made to one individual which were not to be considered as gifts were not paid from the trust
account).
I'm available to discuss. I'm in all weekend.
Best,
Tom
THOMAS TURRIN, CPA
Partner
EFTA_R1_00032675
EFTA01742240
Raich Ende Malter & Co. LLP
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New York New York 10018
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Cell
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