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TO: — Clerk of Circuit Court June 2, 2019
110 NW irst Avenue
Ocala, Florida 34475
FROM: Alice Swetland
8679 Foxfire Lake Drive
Ottawa, OH 45875 -
Regarding Case No.: 2019-CA-466 =
To Whom it may concern, ve an
In regards to the summons that | received on May 23, 2019 pertaining to the identified case, | am
responding as follows. As of January 12, 2018 the Earle Swetland Trust was officially closed by
Frederich (Rick) Stahl, Trustee. There has been no accounting of the Trust activity as the Trust no
longer exists.
Upon the death of my husband, Earle Swetland, on April 6, 2015 Rick Stahl, immediately took control
over all activities pertaining to the Trust as a Co-Trustee. At that time, he sold the bonds from within
the Trust and allocated them between Earle’s son Bill and myself. Bill was given his 2/3 allotment
which amounted to the sum of $95,982.00. Rick Stahl then re-invested the money Bill received from
the bonds, in full, into an Annuity with Genworth Life and Annuity. In addition, Bill received $79, 000,
designated as a lifetime income, from his share of the Earle Swetland Trust.
Outside of the inheritance designated by the trust, upon Earle’s death, | gave Bill several pieces of
Earle’s jewelry. The items given to him were 14 Karat gold (several with precious gems and or
diamonds) consisting of 5 rings, 5 necklaces and one bracelet. The estimated worth of Earle’s jewelry
given to Bill is that of $18,000.
| received the remaining 1/3 share of the money from sale of the bonds. My share remained in an
account in the 5/3 Bank. In addition, my individual lifetime income from the Trust of $179,000 was
invested in an Annuity with Fidelity and Guananity Life by Rick Stahl in my name only. Please note that
with re-investment of the monies into annuities, Rick Stahl had personal gain in receiving commissions
for both investment actions. In doing so, my account value decreased to $165, 000 from $179,000. As
the Annuity is in my name only, | have the right to name beneficiaries as | desire. With this being an
individual annuity, | do not need to report the status of this annuity. | am 85 years old, was married to
Earle Swetiand for 25 years, and am currently utilizing the funds left to me to support my living
expenses as he intended.
Once the bonds were sold and the lifetime income allotments were paid out, the remaining money in
the Trust amounted to $16, 500 and remained in an account in 5/3 Bank. It needs to be stated that as
of January 12, 2018 the Earle Swetland Trust was officially closed by Frederich (Rick) Stahl, Trustee,
when he removed the remaining amount and placed the entire amount in a new account bearing hisname and the name of Earle Swetland only. This was entirely separate from the Trust. As Co-trustee, in
fear that Rick intended to use these funds for his own accord, | was able to recover them and place
them in a new checking account at 5/3" Bank.
| consulted the Attorney for the Trust regarding this amount. | was told that the money belonged to no
one in particular, but was meant to be used to pay any associated outstanding bills associated with the
Trust. The Attorney informed me to pay any outstanding bills and to take a salary of $2000.00 per year
for maintenance of the Trust. (Salary for 4 years was drawn at the $2000.00 amount). | was then to
have the Accountants of Penrod & George finalize the Trust papers with the IRS. Their charge to do this
was $350.00, which was paid in full. The balance remaining is $8,300. 00. As this money is not
designated to anyone in particular, and the Trust is officially closed, | have decided as a Trustee, to
donate the remaining amount through yearly donations to St. Jude Children’s Hospital for Cancer
Research. | feel that this is a worthwhile cause and pertinent as both Earle and Bill died of cancer.
In addition, here is some information | feel compelled to assure that the court is aware of. Carol
Swetiand is the mother of Stephanie Swetland, but the court appointed guardian of Amari Swetland.
Amari was taken from his mother, Carol and Bill’s daughter, upon her being arrested on charges of
prostitution and buying and selling of drugs.
Carol Swetland lost her job at a Physician’s office, lost their home in West Palm Beach, Florida, lost
their entire life savings and lost a $20,000 loan from her mother, Betty, due to her addiction to
cocaine. To remove them from the drug-infested neighborhood in which they were residing, Earle and t
bought them a house, with all new appliances, at 3441 Plaza Ave. Spring Hill, Florida. The year before,
we purchased a Ford pick-up truck (one year old) for Bill. Both, the house and the truck were put in
Bill’s name only, as Earle did not trust Carol with these properties.
Bill has since died of cancer, and Carol has sold both the truck and the house in Spring Hill. The house
sold for $119,500. Since the house was placed in Bill’s name only, it is my hope that Carol has placed
half the amount of the sale in accounts for the children’s future benefit, along with the additional
funds that should have been set aside from Bill’s initial inheritance.
Thank you for allowing me to provide my response to the questions proposed by the Court. If you have
additional questions or seek further clarification, please contact me.
Respectfully,
Alice F. SwetlandAlice F. Swetland
8679 Foxfire Lake Drive
Ottawa, OH 45875
Clerk of Circuit Court
110 NW 1rst Avenue
Ocala, Florida 34475
S4475-GE680i HpePboveg Hy HLaddenndye tensed AN otf helg tye flea]
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TO: — Clerk of Circuit Court June 2, 2019 110 NW irst Avenue Ocala, Florida 34475 FROM: Alice Swetland 8679 Foxfire Lake Drive Ottawa, OH 45875 - Regarding Case No.: 2019-CA-466 = To Whom it may concern, ve an In regards to the summons that | received on May 23, 2019 pertaining to the identified case, | am responding as follows. As of January 12, 2018 the Earle Swetland Trust was officially closed by Frederich (Rick) Stahl, Trustee. There has been no accounting of the Trust activity as the Trust no longer exists. Upon the death of my husband, Earle Swetland, on April 6, 2015 Rick Stahl, immediately took control over all activities pertaining to the Trust as a Co-Trustee. At that time, he sold the bonds from within the Trust and allocated them between Earle’s son Bill and myself. Bill was given his 2/3 allotment which amounted to the sum of $95,982.00. Rick Stahl then re-invested the money Bill received from the bonds, in full, into an Annuity with Genworth Life and Annuity. In addition, Bill received $79, 000, designated as a lifetime income, from his share of the Earle Swetland Trust. Outside of the inheritance designated by the trust, upon Earle’s death, | gave Bill several pieces of Earle’s jewelry. The items given to him were 14 Karat gold (several with precious gems and or diamonds) consisting of 5 rings, 5 necklaces and one bracelet. The estimated worth of Earle’s jewelry given to Bill is that of $18,000. | received the remaining 1/3 share of the money from sale of the bonds. My share remained in an account in the 5/3 Bank. In addition, my individual lifetime income from the Trust of $179,000 was invested in an Annuity with Fidelity and Guananity Life by Rick Stahl in my name only. Please note that with re-investment of the monies into annuities, Rick Stahl had personal gain in receiving commissions for both investment actions. In doing so, my account value decreased to $165, 000 from $179,000. As the Annuity is in my name only, | have the right to name beneficiaries as | desire. With this being an individual annuity, | do not need to report the status of this annuity. | am 85 years old, was married to Earle Swetiand for 25 years, and am currently utilizing the funds left to me to support my living expenses as he intended. Once the bonds were sold and the lifetime income allotments were paid out, the remaining money in the Trust amounted to $16, 500 and remained in an account in 5/3 Bank. It needs to be stated that as of January 12, 2018 the Earle Swetland Trust was officially closed by Frederich (Rick) Stahl, Trustee, when he removed the remaining amount and placed the entire amount in a new account bearing hisname and the name of Earle Swetland only. This was entirely separate from the Trust. As Co-trustee, in fear that Rick intended to use these funds for his own accord, | was able to recover them and place them in a new checking account at 5/3" Bank. | consulted the Attorney for the Trust regarding this amount. | was told that the money belonged to no one in particular, but was meant to be used to pay any associated outstanding bills associated with the Trust. The Attorney informed me to pay any outstanding bills and to take a salary of $2000.00 per year for maintenance of the Trust. (Salary for 4 years was drawn at the $2000.00 amount). | was then to have the Accountants of Penrod & George finalize the Trust papers with the IRS. Their charge to do this was $350.00, which was paid in full. The balance remaining is $8,300. 00. As this money is not designated to anyone in particular, and the Trust is officially closed, | have decided as a Trustee, to donate the remaining amount through yearly donations to St. Jude Children’s Hospital for Cancer Research. | feel that this is a worthwhile cause and pertinent as both Earle and Bill died of cancer. In addition, here is some information | feel compelled to assure that the court is aware of. Carol Swetiand is the mother of Stephanie Swetland, but the court appointed guardian of Amari Swetland. Amari was taken from his mother, Carol and Bill’s daughter, upon her being arrested on charges of prostitution and buying and selling of drugs. Carol Swetland lost her job at a Physician’s office, lost their home in West Palm Beach, Florida, lost their entire life savings and lost a $20,000 loan from her mother, Betty, due to her addiction to cocaine. To remove them from the drug-infested neighborhood in which they were residing, Earle and t bought them a house, with all new appliances, at 3441 Plaza Ave. Spring Hill, Florida. The year before, we purchased a Ford pick-up truck (one year old) for Bill. Both, the house and the truck were put in Bill’s name only, as Earle did not trust Carol with these properties. Bill has since died of cancer, and Carol has sold both the truck and the house in Spring Hill. The house sold for $119,500. Since the house was placed in Bill’s name only, it is my hope that Carol has placed half the amount of the sale in accounts for the children’s future benefit, along with the additional funds that should have been set aside from Bill’s initial inheritance. Thank you for allowing me to provide my response to the questions proposed by the Court. If you have additional questions or seek further clarification, please contact me. Respectfully, Alice F. SwetlandAlice F. Swetland 8679 Foxfire Lake Drive Ottawa, OH 45875 Clerk of Circuit Court 110 NW 1rst Avenue Ocala, Florida 34475 S4475-GE680i HpePboveg Hy HLaddenndye tensed AN otf helg tye flea]