From: Noam Chomsky
To: "Jeffrey E." <jeevacationggmail.com>, Valeria Chomsky
Subject: Fwd: from max
Date: Fri, 10 Aug 2018 21:10:49 +0000
Attachments: Paulmer_Dodge_Accounts.pdf; Carol_Chomsky_Non_Exempt_Trust_2015-2018.pdf;
Carol Chomsky_Exempt_Trust_2009-2018.pdf
Received this from Max.
What do you think?
We have no records about many of these claims
Good afternoon Noam and Rich —
As is obvious, it's taken me some time to gather the information that Noam requested with respect to the income,
expense and distribution activities of the two Carol Chomsky marital trusts for the period from 2009 through 2014. (You
have already received the reporting for the period commencing 1/1/2015, which was originally sent to Deborah Pechet
Quinan last October and then updated and forwarded to both of you thereafter.) I've now obtained information covering
the 2009 through 2014 period from the law firm of Goulston & Storrs (where the Palmer & Dodge trust account records
are now held) and from Bainco International Investors. A bit of explanation, as follows:
1. The pdf file attached and denominated "Carol Chomsky Exempt Trust 2009 - 2018" was provided by Bainco
and covers assets managed by them.
2. The pdf file attached and denominated "Carol Chomsky Non Exempt Trust 2015 - 2018" was provided by
Bainco and likewise covers assets managed by them. The report begins with the year 2015 because from 2009 to
2014 the Non Exempt Trust assets were managed by Palmer Dodge/Edwards Wildman Palmer.
3. The pdf file attached and denominated "Palmer Dodge Accounts" shows activity in three accounts. At the
top you will see a few transactions during the period when the original, revocable trust had not yet been divided
into exempt and non-exempt parts. Next you will see transactions for the Non Exempt trust, prior to transfer of
the balance of that account to Bainco, in 2015. Last you will see a limited number of payments out of the smaller
Exempt Trust account at Palmer Dodge (the rest of the Exempt Trust assets already being at Bainco).
There are several entries on the Palmer Dodge report (received from Goulston & Storrs) that were unclear to me. In case
they raise questions for you too, let me note them here:
a. Under the Non-Exempt Trust section there is an entry dated January 9, 2013 that reports a distribution of
Qualcomm shares (79) to Noam. I was informed that this was in fact a distribution on Noam's behalf to his
charitable gift fund.
b. The last four entries in the Non-Exempt Trust section reference wire transfers to Bank Of New York. I was
informed that this reflected distribution of the account balance to Bainco.
I'll be standing by for questions once you've had a chance to review these materials.
Thanks,
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Max
A. Max Kohlenberg
Howland Evangelista Kohlenberg Burnett, LLP
One Financial Plaza — Suite 1600
Providence Rhode Island 02903
Direct:
Main:
Fax:
www.hekblaw.com
EFTA01006966