Hearing: Trustee Friend's First Account and Report of SNT
*****
Notice not provided to Conservatee/Beneficiary Owen Sinclair. Can notice be waived?
The period (12/01/2016 – 12/31/19) for this account follows the Interim Forensic account period. However, Ms. Friend was appointed temporary successor trustee of the SNT on 8/16/16. The period should have been 8/16/16 - 8/15/17 and then 8/16/17 – 8/16/19. Nevertheless, the Court approves the modified account period.
The Interim Account and Report ending POH balance was $453,355.33. The current First Account states the beginning POH is $478,601.89. The current account is $25,246.56 higher. The value of the Ameritrade account does not match the ending balance of the interim account. Explain.
Trustee, Ms. Friend states that she was paid during the period of this account in the sum of $9,213.50 from 8/16/16 to 12/31/18. Under Art 9, paragraph E, Trustee is expressly authorized to pay themselves reasonable compensation from time to time, without
Hearing Date
November 24, 2020
Type
Conservatorship Of Person And Estate
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Hearing: Trustee Friend's First Account and Report of SNT
*****
Notice not provided to Conservatee/Beneficiary Owen Sinclair. Can notice be waived?
The period (12/01/2016 – 12/31/19) for this account follows the Interim Forensic account period. However, Ms. Friend was appointed temporary successor trustee of the SNT on 8/16/16. The period should have been 8/16/16 - 8/15/17 and then 8/16/17 – 8/16/19. Nevertheless, the Court approves the modified account period.
The Interim Account and Report ending POH balance was $453,355.33. The current First Account states the beginning POH is $478,601.89. The current account is $25,246.56 higher. The value of the Ameritrade account does not match the ending balance of the interim account. Explain.
Trustee, Ms. Friend states that she was paid during the period of this account in the sum of $9,213.50 from 8/16/16 to 12/31/18. Under Art 9, paragraph E, Trustee is expressly authorized to pay themselves reasonable compensation from time to time, without