EFTA01006357.pdf

From: Richard Kahn •< To: "Jeffrey E." <[email protected]> Subject: Fwd: information about Trusts Date: Wed, 25 Jul 2018 16:14:50 +0000 Richard Kahn HBRK Associates Inc. 575 Lexington Avenue 4th Floor New York NY 10022 tel fax cell Begin forwarded message: From: Max Kohlenberg Subject: RE: information about Trusts Date: July 25, 2018 at 11:51:43 AM EDT To: 'Noam Chomsk ' < Cc: Richard Kahn < Good morning Noam — I'm sending along this note just to tell you that your inquiry has not been forgotten! I have obtained distribution reports for both trusts from Bainco and from Goulston & Storrs. (Goulston & Storrs is the firm where the Palmer & Dodge trust records from 2009 to 2015 are now held. As you may recall, Palmer & Dodge managed one trust account until 2015, when it was consolidated with the trust accounts at Bainco.) The reports cover the period from January 1, 2009 to July 1, 2017. Because some of the items in the Goulston report are unclear (such as a 2015 distribution of Qualcomm stock that the report says went to you, but which I think was actually a charitable gift) I am asking the folks at Goulston to check their records for me. As soon as I have answer to those few questions I'll send the reports along. Thanks, Max A. Max Kohlenberg Howland Evangelista Kohlenberg Burnett, LLP One Financial Plaza — Suite 1600 Providence, Rhode Island 02903 Direct: Main: Fax: EFTA01006357 This email and any attachments thereto are intended only for use by the addressee(s) named herein and may contain legally privileged and/or confidential information. If you are not the intended recipient of this email, you are hereby notified that any dissemination, distribution or copying of this email, and any attachments thereto, is strictly prohibited. If you have received this email in error, please immediately notify me by return email and permanently delete the original and any copy of this message or attachment. Thank you. From: Noam Chomsky [mailto Sent: Monday, July 16, 2018 4:08 PM To: Max Kohlenberg Cc: Richard Kahn Subject: Re: information about Trusts Thanks. Looking forward to receiving it. Noam On Mon, Jul 16, 2018 at 1:05 PM, Max Kohlenberg > wrote: Noam — The reports that I provided to Richard included figures from January 1, 2010 forward, but perhaps not all the detail that you are looking for (and not covering 2009 in any case). I am now gathering information (from my own records and from those at Bainco) about all of the trust distributions starting in 2009, including the date of distribution, the recipient and the amount. I will get back to you with that information as soon as I can. I should also be able to provide you with annual portfolio statements for each account. I believe that if you review those statements you will see how the portfolios have been invested and how they have performed (both as to income generated and as to appreciation of holdings). Max A. Max Kohlenberg Howland Evangelista Kohlenberg Burnett, LLP One Financial Plaza — Suite 1600 Providence, Rhode Island 02903 Direct: Main: Fax: This email and any attachments thereto are intended only for use by the addressee(s) named herein and may contain legally privileged and/or confidential information. If you are not the intended recipient of this email, you are hereby notified that any dissemination, distribution or copying of this email, and any attachments thereto, is strictly prohibited. If you have received this email in error, please immediately notify me by return email and permanently delete the original and any copy of this message or attachment. Thank you. EFTA01006358 From: Noam Chomsky [mailto Sent: Saturday, July 14, 2018 3:24 PM To: Max Kohlenberg Subject: information about Trusts I've asked several times about information concerning the handling of the trusts since 2009. Quoting below from my request. Could you please provide me with this information. My letter in red. Noam Until I asked about the matter recently, I am aware of no income distributed to me earned from the trusts. I cannot be sure, because I have no record of having received any accounting of what is happening to the trusts, including distributions to others (or as required, to me). Could you then please send me the records on these matters since 2009, when I appointed Harry to replace me as trustee. I provided reports on income, expenses and distributions to Deborah Pechet Quinan last October and I copied those reports to Richard (and updated them) in the last 60 days. I think it might be easiest if Richard forwarded those reports to you, but if he can't for some reason then I will do so when I am back in my office. I would like to know more about this. Richard Kahn did forward reports to me, but all that I see is from the last few years, after I requested information. I don't have any records for the years since 2009, when I appointed Harry trustee, neither about the income that was supposed to be paid to me or about distributions from the Trust or any accounting of those years. So could you send them to both of us? In particular, I would like to know the reason why there is virtually no income from the trust -- whether it was paid to me from 2009 or not. And about the instructions for any distributions that may have been made from the Trust. EFTA01006359