EFTA00589978.pdf

Nov 03 2017 01:34W1 Ruberto, Israel & Weiner 6177422355 page 1 RUBERTO, ISRAEL &WEINER Fax To: From: 255 State Street, 74 Floor Boston. MA 02109 Telephone 617.742.4200 Facsimile 617.7422355 Richard Kahn Company: HBRK Associates Inc. Deborah Pechet Quintet, Esq. Fax: November 3, 2017 Telephone: Pages (including cover page): 5 Our File No: -ME Chomsky Comments: Please sec attached as requested. Thank you. Jayne L. Mahoney, Paralegal EFTA00589978 Nov 03 2017 01:34PM Ruberto, Israel & Weiner 6177422355 page 2 Page 1 of.2 • I lialmnarti kohlsoberg@hekblaw.conankohlenberg@bekblaw.com> Account summaries From: Oct 19, 2017, 32:O1:05 PM To: Deborah Quina Good morning Deborah now sending along to you the summary information with respect to the Carol S. Chomsky Non-Exempt Marital Trust and the Carol S. Chomsky Exempt Marital Trust. Please let me note a few aspects, as follows: 1. As you'll see, there is a one page summary for each of the trusts which shows, year by year, sources of income and items of expense, as well as distributions made to or on behalf of Noam. We have broken out income into the categories we thought most likely to be of use and have likewise broken out expenses among typical categories. 2. The third sheet that I've attached aggregates the income and expense information for both trusts and provides a Trust Accounting Income analysis, with comparison of that income to actual distributions for each year. I hope you II find that these reports give you, Noam and Valero the information that you're looking for, but I'll be standing by to answer questions, of course. If you wish I can also provide you with copies of the underlying account statements, bearing In mind that those run to several thousand pages. As I mentioned in our exchanges yesterday, I'll be out of the office through October 30. On my return anticipate being called as a witness in a trial, but the trial schedule is still up in the air, so my availability during the week of the 3Oth may be spotty. Please bear with me. Thanks, Max A. Max Kohlenberg Howland Evangelista Kohlenberg Burnett, LLP 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 11/3/2017 EFTA00589979 Nov 03 2017 01:34Ftl Roberto, Israel •St Weiner 6177422355 page 3 Carol teem* Non•Exampt M rite Trost Summary • Year. OMdend Income Inures; Municipal Income Trustee Fees Tax Prep Fee Legal Fee Real Estate TIM ',vestment management fees Mangn Interest Unifiers Distributions 2010 2,561.73 673.51. 611.34 3,467.24 27,680.74 2011 5.854.73 3,716.64 5.064.04 95475 3,947.87 65000.00 2012 5,634.29 2,369.32 7486.41 752.00 - 65,000.00 2013 5,105.12 1,770.21. 2,954.77 1,064.00 • 73,236.92 2014 4,954.35 1,770.21 1.735.81 491.00 - 70,000.00 2015 4,624.12 0.05 89552 • 1.43900 60,000.00 2016 2,65L71 0.62 - - 1,450.00 2,314.31 1,636.00 17.74 60,000.00 EFTA00589980 Nov 03 2017 01:34Ftl Ruberto, Israel 8 Weiner 6177422355 Page 4 Card S. Choensio. Exempt Marital Trust Summary ' • Mend Year • MIMI yterest Municipal Income / Othor Scam trustee Tees Tax Tep Fee Legal Sees Flea Estate Taxis • hymnal, t - osa81880768. Ins ' My* ' IntOest iliteflary 041060 ms 2010 4,069.44 135.29 1.075.95 298.28 2,682.42 7277.00 94 909.00 2011 2012 2013 2014 _ 14,721.05 19,165.79 20.19 3,213.02 8,464.44 786.75 487.75 5,508.30 6.880.00 19.67 4,320.79 9,065.79 9,334.55 751.25 4.462.00 24,92732 6.89 9,438.54 1,681.00 8,389.00 26,54350 5.19 7.33629 471837 517.00 14,507.00 4477.00 4,907.81- 2015 26,876.73 20.49 4,94633 13.86 23,252.00 2016 32,064.61 2,15512 19.36230 3,250.00 2,485.00 26,396.00 4245 EFTA00589981 Nov 03 2017 01:34FM Ruberto, Israel & Weiner 6177422355 page 5 Carol S. Chomsky lion-Exempt Marital Trust and Carol S. Onmsky Exempt Marital Trust Summa 2010 2011 2012 2013 2014 2015 2016 Exempt Sham TM 2,654.05 4,136.48 14,388.96 24,663.47 21,385.79 17,777.70 36,495.30 Nomemunpt Shiro TAI (1,314.85) 4,586.05 6,534.06 5,101.06 5,570.41 3.656.91 (51.60) Total TAI 1,33920 8,724.53 20,923.02 29,964.53 26,956.20 21,434.61 36,443.70 Beneficiary Distributiorn 122,589.74 65,000.00 65,000.00 73,236.92 70,000.00 60,000.00 60 COO 00 DistrIbut cons over TAI (121.25054) (56,275A7) (44,076.98) (43,272.39) (43,043.80) (38,565 39) 123551301 EFTA00589982