EFTA Document EFTA01758580

From: Michaels, Philip J. < > Sent: Wednesda , A ril 17, 2013 2:18 PM To: Monte, Felicia Cc: Lesley Groff; Klingel, John Subject: RE: Annette Siegal's estate/Gary Siegal Peggy We have almost completed our analysis of the "statements/accounting" for the trust under your father's Will and your mother's estate. I will be sending our analysis later this afternoon. What was presented to us is NOT a typical trust or estate accounting and thus we have a number of questions. After I email everyone our analysis this afternoon, we can set up a conf call tomorrow or Friday to discuss. Thanks Phil Original Message From: Peggy Siegal [mailto Sent: Tuesday, April 02, 2013 9:18 AM To: Michaels, Philip J.; Monte, Felicia Cc: Lesley Groff Subject: Annette Siegal's estate/Gary Siegal Philip: #1. Thank you again for your insightful attention yesterday. #2. Can you please inquire about the details of the loans forgiveness to Gary made by my mother Annette AND father Martin. Thank you. Peggy Peggy Siegal Company Office Mobil To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to any party any transaction or tax-related matter[1. Fulbright & Jaworski L.L.P. will join forces with Norton Rose on June 1, 2013, offering significant depth of experience across Africa, Asia, Australia, Canada, Central Asia, Europe, Latin America, the Middle East and the United States. This email message and any attachments are for the sole use of the intended recipient(s). Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message and any attachments. EFTA_R1_00061600 EFTA01758580 To reply to our email administrator directly, send an email to [email protected]. <?xml version="1.0" encoding="UTF-8"?> <IDOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd"> <plist version="1.0"> <dict> <key>date-last-viewed</key> <integer>0</integer> <key>date-received</key> <integer>1366208272</integer> <key>flags</key> <integer>859O195713</integer> <key>gmail-label-ids</key> <array> <integer>22</integer> <integer>2</integer> </array> <key>remote-id</key> <string>292277</string> </dict> </plist> 2 EFTA_R1_00061601 EFTA01758581