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Tom's letter after the April 2026 review

saved Apr 24, 2026 22:10created 2026-04-24 (written in the YAML)trap
2linked records
3named, not linked
1question
1file

Fields

NameTom's letter after the April 2026 review

Comments

0

Comments are added in the local viewer; this copy is read-only.

documentclean 2 pages
Why it exists

only_in_file Facts that are in no record field but overlap across files, in different words. The appraised values of the Omega ($4,150) and the pearls ($1,900) are in the 2024 appraisal and on the valuables schedule; the 2016 appraisal has older figures. The successor trustees and the specific gifts are in the trust. What happens to the cabin is in the trust (sold), in the amendment that replaced that paragraph (kept by the three children; the saved amendment is a scan with no text) and in the lawyer's letter that explains the amendment. Ray's 2026 required withdrawal ($28,012.02) is on the IRA statement and in the advisor's letter, and the 2025 tax summary gives it as "about $28,000". The porch change order is in the contract; the receipt says only that the porch came in $800 over.

Story, 2026-05-30: Ray turns 73, so 2026 is his first year of required IRA withdrawals.

Questions that use it

1
q153 How much does Ray have to take out of his IRA this year?

In the app

missing

From the app's own code (viewer/app_export.sh): Not made yet: run viewer/app_export.sh retired-couple.

One step out

document_subject ←Tom Kittleson — Contact; document_subjectTom Kittlesonfolder_document →Financial statements — Folder; folder_documentFinancial statementsTom's letter after the April …

As the app receives it

2

The graph nodes the build makes for it: the record, and its phones, emails, addresses, pictures and files.

{
 "$type": "n_type_document",
 "id": "n_doc_fernhollow_review_2026_04",
 "createdAt": "1777068600000",
 "name": "Tom's letter after the April 2026 review"
}
{
 "$type": "n_type_file",
 "id": "n_doc_fernhollow_review_2026_04_file_1",
 "uri": "persona-file:documents/fernhollow-review-2026-04.pdf",
 "createdAt": "1777068660000",
 "thumbnail_600": "persona-thumb:documents/fernhollow-review-2026-04.pdf",
 "mime_type": "application/pdf"
}

Source

personas/retired-couple/records/documents.yaml:236

- id: doc-fernhollow-review-2026-04
  kind: document
  created: 2026-04-24
  folder: folder-financial
  about: [tom-kittleson]
  name: Tom's letter after the April 2026 review