Draft

"First thing is to have the final accounting"
vs
"Will do draft of final accting"

Our Mother's 1985 memo of her telephone call to the CPA Joanne Barnes

(Jean O'Connell instructions to CPA)
"So Kaiser - Hilton
549-7800
Joanne,
My son Tony called.
He said he wanted very much to be the full trustee with an
agent to receive notices and processes from the
court and commissioner as in the May 8th letter.
Would
First thing is to have the final accounting
based on the same figures
as in the first accounting.
Send it to me - Do I have to sign it."

(CPA covert instructions to Jean O'Connell)
"Call - Will do draft of final accting.-    (wedge 1 draft)
deed to property - convey to court.           (wedge 2 "deed")
needs how much"                                      (wedge 3 much)

[withhold final accounting]                       [wedge 4 withhold]

     

Shortly after receiving Robert McClandlish's letter of May 8, 1985

     
     
     
     
     
     
Above: Shortly after receiving Robert McClandlish's letter of May 8, 1985

     
     
     
     
Above: Jean O'Connell's instructions to Joanne Barnes.

     
     
     
     
Above: CPA Joanne Barnes's covert instructions to Jean O'Connell

     




Draft

1986.04.10   (Edward White to Joanne Barnes) (Copy to Jean O'Connell ) (I did not know of this letter until I found it in my mother's papers after her death on September 15, 1991)
"I have agreed with Anthony O'Connell's attorney that we will provide them with a draft of the final accounting in the Harold O'Connell Estate.  This, I think, will allay all of the suspicions that have arisen on the other side in this matter. 
If you could commence preparing that, I would appreciate it.   I am enclosing a copy of the nearly signed Agreement, by which the Trustees agree to take possession of the percentage interest of the property.  
Thank you.
Sincerely, Edward J. White"

1986.04.25   (Edward White to Henry Mackall) (No copy to another) (I did not know of this letter until I found it in my mother's papers after her death on September 15, 1991)
"Enclosed is the draft by Ms. Barnes of the Final Accounting.  
I have taken the liberty of correcting a typographical error on the distributions to reflect 53.9006% vice 3.9006%.  
I would appreciate it if you would forward this to Mr. O'Connell and clarify with him his intention to qualify on May 1st.   
If he does not agree or requests further delaying tactics, I feel that I have no other recourse in serving my client than to seek to have him removed as a Trustee.  This matter is costing Mrs. O'Connell dearly with the delay.