Rebecca Stannard
The trust: amended yesterday, October 10, at Rebecca Stannard's office. Two wit…
saved Oct 11, 2023 10:00date Oct 11, 2023
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note-trust-amendment-2023
What it says
The trust: amended yesterday, October 10, at Rebecca Stannard's office. Two witnesses from her staff.
In one sentence each: June is now treated like the other five; the cabin is dealt with; and somebody has been named for the dog.
To do, from Rebecca:
1. Ask Tom Kittleson for copies of the beneficiary forms on both IRAs and read what they actually say.
2. Decide whether anything more needs to follow the cabin. Telephone her if so.
3. Look at the whole plan again after any birth, death, marriage or divorce, and in any case within five years.
Her bill is $650.00.
Told the children: only that it is done, that it is fair, and that the papers are with Rebecca.
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| Date | 2023-10-11 10:00 |
|---|
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{
"$type": "n_type_note",
"id": "n_note_trust_amendment_2023",
"createdAt": "1697018400000",
"date": "2023-10-11T10:00:00.000Z",
"body": "The trust: amended yesterday, October 10, at Rebecca Stannard's office. Two witnesses from her staff.\n\nIn one sentence each: June is now treated like the other five; the cabin is dealt with; and somebody has been named for the dog.\n\nTo do, from Rebecca:\n1. Ask Tom Kittleson for copies of the beneficiary forms on both IRAs and read what they actually say.\n2. Decide whether anything more needs to follow the cabin. Telephone her if so.\n3. Look at the whole plan again after any birth, death, marriage or divorce, and in any case within five years.\n\nHer bill is $650.00.\n\nTold the children: only that it is done, that it is fair, and that the papers are with Rebecca.\n"
}
Source
personas/retired-couple/records/notes-2023-2024.yaml:327
- id: note-trust-amendment-2023
kind: note
about: [rebecca-stannard]
date: 2023-10-11 10:00
body: |
The trust: amended yesterday, October 10, at Rebecca Stannard's office. Two witnesses from her staff.
In one sentence each: June is now treated like the other five; the cabin is dealt with; and somebody has been named for the dog.
To do, from Rebecca:
1. Ask Tom Kittleson for copies of the beneficiary forms on both IRAs and read what they actually say.
2. Decide whether anything more needs to follow the cabin. Telephone her if so.
3. Look at the whole plan again after any birth, death, marriage or divorce, and in any case within five years.
Her bill is $650.00.
Told the children: only that it is done, that it is fair, and that the papers are with Rebecca.