EFTA02559979.pdf

From: Richard Kahn Sent: Tuesday, November 28, 2017 10:41 PM To: Jeffrey E. Subject: Fwd: Transfers to/for Noam Richard Kahn HBRK Associates Inc. 575 =exington Avenue 4th Floor New York, NY 10022 tel= fa cel Begin forwarded message: From: =/b>Deborah Pechet Quinan Subject: =/b>RE: Transfers =o/for Noam Date: November 28, 2017 at 5:41:48 PM EST To: =/b>Noam Chomsky Cc: Valeria Chomsky Gene Landy Richard Kahn Dear Noam, Thanks for your =larification regarding copying Richard on all emails. With =espect to your question about the tax bill, I believe you and Valeria =ere provided with copies of the 2015 income tax returns, so you should =ave records as to the total tax bill for 2015. If you do not, =ick can send you copies again. Richard has reached out =o me to schedule a time to speak and I will be responding to his =equest with some dates and times. Please let me know if =ou have heard back from Max regarding the change in trusteeship. = sent you an email on November 13th with a proposed course of =ction. If Max has not responded in a positive vein to the =equest, please review my 11/13 email and let me know if you agree with =y proposed plan of action. EFTA_R1_01720752 EFTA02559979  Best, Deborah Deborah Pechet Quinan, Esq. =L.M. Shareholder Chair, Trusts =amp; Estates Group 255 State Street =th Floor I Boston, MA 02109 Direct I Cell: Assistant - Jayne Mahoney: Office Fax: e-mail: BIO From: Noam Chomsky Sent: Tuesday, November 28, 2017 =:22 PM To: Deborah Pechet Quinan Cc: Valeria Chomsky; Gene =andy; Richard Kahn Subject: Re: Transfers to/for =oam We've been trying to figure out the =atter of the distributions from the Marital Trust. We received no =otice of this from Max. It seems, from what you say here, that the =istributions would have gone directly to the Treasury, for taxes. =n order to keep our records straight, we contacted Nick almost 3 weeks =go to find out what the full tax bill was and how much we actually =aid, assuming that the distribution must have paid the rest. But =e have not heard from him. So at the moment it's unclear just what happened with =hese distributions from the Marital Trust. On the distributions to the =randchildren, at least in 2016 I have no record of even being =onsulted, and have no record of any formal authorization for earlier =ears. In case I hadn't made it clear before, yes, please do =eep Richard Kahn copied. Noam On Thu, Nov 9, 2017 at 2:34 PM, Deborah Pechet Quinan wrote: Dear Noam, The distributions that =ere made for taxes in 2015 and 2016 were to pay your and Valeria'= estimated income taxes for tax year 2015. These were the =istributions that I succeeded in getting Max to agree to make from the =arital Trusts as I was disturbed at the time, and still am, by the fact =hat distributions for your and Valeria's lifestyle and all =ncome tax payments were being made from your IRA and subjected to a =uch high level of taxation than necessary, thus unnecessarily running =own the IRA funds, considering that your funds in the Marital Trusts =ere available for your needs. With regard to the gifts to your children =nd grandchildren, according to Max's summary distributions to =our Charitable Gift Fund, to your children, to your grandchildren, and =o the Chomsky Grandchildren's Trust were made from January 12, =010 through January 13, 2016. Since you are the only =eneficiary of the Marital Trusts (this is a legal requirement) these =ould be considered gifts from you, and as such you would have had to =ave given Max permission or direction to make these =istributions. 2 EFTA_R1_01720753 EFTA02559980  I hope this is helpful. Noam do you =ant me to keep Richard Kahn copied on our correspondence? You =ould be waiving attorney client privilege as we have discussed and I am =oncerned that he and I will be working inefficiently if we are both not =opied on all emails regarding your and Valeria's financial =ffairs. Please let me know as I think his input is helpful. = am not copying him on replies to you where you have not copied him on =our initial email to me, hence my question. I look forward to hearing from =ou. Best, Deborah Deborah Pechet Quinan, Esq. =L.M. Shareholder Chair, Trusts =amp; Estates Group 255 =tate Street, 7th Floor I Boston, =A 02109 Direct:-I Cell: Assistant - Jayne =ahoney Office Fa e-mail: BIO From: Noam Chomsky Sent: Thursday, November 09, 2017 =:10 PM To: Deborah Pechet Quinan Cc: Valeria Chomsky; Gene =andy Subject: Fwd: Transfers to/for =oam Please do send hard copies to us, and =ither fax or hard copies to Richard Kahn, depending on his =reference. I looked over what Max sent. It is of no use. The =istributions that allegedly went to me are for taxes, but I have no =ecord of this and have no idea what it means. Taxes for =hat? For which accounts? Did that relieve taxes that I was =upposed to pay? If so, how? With no details given, this =oesn't tell me anything useful. As for distribution to =randchildren's trusts, that was in 2014. I don't recall giving =uthorization then. Noam Forwarded message - From: Deborah =echet Quinan Date: Thu, Nov 9, 2017 at 12:36 PM Subject: RE: =ransfers to/for Noam To: Noam Chomsky Dear Noam and Valeria, 3 EFTA_R1_01720754 EFTA02559981  Further to my note to you of yesterday, =elow, please let me know if you would like my office to send you hard =r fax copies of Max's latest information and if you would like =e to forward to Richard. Please also let me know if all of the =istributions to the children and grandchildren over the years were made =ith Noam's agreement. I look forward to your =esponses to my emails over the course of this week which raised various =ssues. I hope you are both well. Best, Deborah Deborah Pechet Quinan, Esq. =L.M. Shareholder Chair, Trusts =amp; Estates Group 255 =tate Street, 7th Floor I Boston, =A 02109 Direct Cell: Assistant - Jayne =ahoney: Office: I Fax e-mail: BIO From: Deborah Pechet Quinan Sent: Wednesday, November 08, =017 5:03 PM To: Noam Chomsky; Subject: Fwd: Transfers to/for =oam Dear Noam and Valeria, Were you able to open and access the secure email from Max? =f not would you like me to have the contents faxed to you tomorrow? Please also let me know if you would like my office to fax =he contents to Richard. The information is =uite interesting. It looks as though much more in distributions was =ade to your children and grandchildren from the marital trusts than to =ou and I wonder whether this was done with your agreement? I am home sick today but will be able to coordinate for you =omorrow when I hope to be back in the office. Best, Deborah Sent =rom my iPhone. Please excuse brevity and typos. Begin forwarded message: From: "Proofpoint Essentials on =ehalf of <do-not- Date: November 7, 2017 at 5:05:14 =M EST To: Subject: Transfers =o/for Noam Reply-To: 4 EFTA_R1_01720755 EFTA02559982 Encrypted Message Received: Transfers to/for Noam You have received an encrypted email from: VIEW ENCRYPTED =MAIL =/tr> Proofpoint Inc. =017 All Rights Reserved. <=table> NOTICE: This email with its attachments, if any, is intended =olely for permitted use by authorized recipients. If you are not an =uthorized recipient of this email, your retention, transmission, =isclosure, or use of this email is prohibited. If you received this =mail in error, please notify the sender and delete this email and its =ttachments from your devices and systems. NOTICE: This email with its attachments, if any, is intended =olely for permitted use by authorized recipients. If you are not an =uthorized recipient of this email, your retention, transmission, =isclosure, or use of this email is prohibited. If you received this =mail in error, please notify the sender and delete this email and its =ttachments from your devices and systems. NOTICE: This email with its =ttachments, if any, is intended solely for permitted use by authorized =ecipients. If you are not an authorized recipient of this email, your =etention, transmission, disclosure, or use of this email is prohibited. =f you received this email in error, please notify the sender and delete =his email and its attachments from your devices and =ystems. 5 EFTA_R1_01720756 EFTA02559983