Dataset viewer

Letter from Rebecca with the amendment

saved Oct 16, 2023 10:52created 2023-10-16 10:52 (written in the YAML)trap
2linked records
2questions
1file

Fields

NameLetter from Rebecca with the amendment

Linked to

2 records

→ the link goes from this record; ← it comes from the other one. These are the edges the build gives the app. A name in the text is only a match on the words and is never treated as a link.

Comments

0

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

documentclean 1 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.

mismatch Paragraph 7.2 of the 2019 trust says the cabin is to be sold. The 2023 amendment replaced that paragraph: the cabin goes to the three children, cannot be sold for five years unless all agree, and $60,000 is set aside for it. The amendment is right. The trust also names five grandchildren for the $15,000 gifts; the amendment makes it every grandchild, so June is included.

Questions that use it

2
q134 What happens to the cabin when Ray and I are both gone? q158 Does June get the same as the other grandchildren under the trust?

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 ←Rebecca Stannard — Contact; document_subjectRebecca Stannardfolder_document →Estate planning — Folder; folder_documentEstate planningLetter from Rebecca with the …

As the app receives it

2

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

{
 "$type": "n_type_document",
 "id": "n_doc_stannard_letter_2023",
 "createdAt": "1697453520000",
 "name": "Letter from Rebecca with the amendment"
}
{
 "$type": "n_type_file",
 "id": "n_doc_stannard_letter_2023_file_1",
 "uri": "persona-file:documents/stannard-letter-2023.pdf",
 "createdAt": "1697453580000",
 "thumbnail_600": "persona-thumb:documents/stannard-letter-2023.pdf",
 "mime_type": "application/pdf"
}

Source

personas/retired-couple/records/documents.yaml:33

- id: doc-stannard-letter-2023
  kind: document
  created: 2023-10-16 10:52
  folder: folder-estate
  about: [rebecca-stannard]
  name: Letter from Rebecca with the amendment