Friday, February 12, 2016

In which I am a dog in a manger

This is how tacky and mean I can be. And vengeful. I don't want Doris' silver - I don't Do Silver unless I can sell it. I don't polish. I am done with all that. Too much work. Instead, I cook really good food when our friends come over.

But - I don't want Ted'sWife to have it, either. Miss "Oh isn't it soooo great that Primo is taking this year off so he can take care of his father* and that you guys aren't financially strapped so his not making any money isn't an issue for you."

I wanted to slap her.

Yeah, I am a little bit cranky about that still.



7 hours ago

Primo
Do you care at all about the sterling silver flatware?

If you don't care at all, I don't really care. I could send it to Ted'sWife in lieu of the piece of jewelry that she and Ted think she should be getting.
2 minutes ago
Me
No.I don't care about silver. However, I would rather sell it and you and I go out to a nice dinner than Ted and Ted'sWife have it, given how they have acted.


* Not that I think Ted should have felt any responsibility to Sly after the way Sly abandoned him and Jack when they were little.

Thursday, February 11, 2016

In which the accountant gives advice to Primo that will make Ted absolutely furious and I think, "Oh well"

 hours ago

I had a good meeting with the accountant. He had a lot of useful advice (e.g., I should not create the individual trust accounts for the kids until after January 1, because if they exist before the end of the year tax returns will be required).
Ah - excellent!

He did not think it was nice of my parents to prohibit the trustee (related by blood or marriage) from receiving compensation. He said that I should have The Lawyer check on that provision again (to see if it is overridden by Florida law).

The meeting did not cost anything. (The guy was trying to earn my business for what will be multiple Florida trusts.)
I don't think it was nice, either.
Do you like the guy? Do you trust him?

I think so. My parents have been using this firm, and so has Jack. They also did the taxes for the restaurant business (which I don't have to worry about because it ended several years ago).

He said that I can throw out all of the documents from 2011 and prior years.

(Well, he advised me to shred them.)
shred!!!!
before you leave FL!

But I don't have time to run everything through this little shredder. I don't know where to take stuff for shredding. At this point I will put stuff into a box or basket.

I've probably already put out some things for recycling that should have been shredded.
please don't bring it home

I wouldn't do that.

But the 2012-2014 documents will have to go home with me eventually.

Then we can get rid of one year's worth of documents each year.
ok

Tuesday, February 9, 2016

In which Primo and I become the Hardy Boys. Or maybe Nancy Drew. I always wanted titian hair

Here is the deal with Sly's life insurance.

A couple of weeks ago, Ted sent an email to Primo asking Primo to call him to give him information about Sly's life insurance, as he had received a letter from the insurance company.

1. If all you want is information that goes onto a form, ask for it in writing.
2. Why on earth would an insurance company send the claim information to someone who is not the beneficiary or otherwise mentioned anywhere in insurance company documentation?

We know that #2 is the case because Primo looked.

Primo: I found old papers about the life insurance. It used to be my mom who was the beneficiary, before they set up the trust. In the mid-80s, it was my mom and "the children of my marriage to Doris Drunk."

Me: What? Your dad cut Ted and Jack out of his life insurance?

Primo: Well, he did give them a lot of money over the years.

Me: Not in the mid 80s! He wouldn't even pay for their college.

Primo: Maybe he thought they would get their stepfather's insurance.

Me: Maybe. As long as their stepfather also didn't leave everything directly TO HIS CHILDREN.

So the insurance company sent all the information about filing a claim to Ted and Ted wanted information from Primo so he could complete the forms (which ask for things like copies of the will and the trust, which Ted does not have, and information about the trustee, which Ted does not have, and copies of a power of attorney if someone besides the trustee is doing this stuff, which Ted does not have because TED IS NOT THE TRUSTEE AND PRIMO IS AND PRIMO HAS NOT GIVEN POA TO TED).

And Primo said something to Ted about how it was not appropriate for Ted to call the insurance company and Ted got all indignant and said HE DIDN'T CALL HOW DARE PRIMO ACCUSE HIM which is when Primo apologized and Ted sent the email saying Primo couldn't even offend him because Primo was punching way above his weight and was so nasty and vile that Primo finally said "Ya basta" and sent everything to The Lawyer, saying, "I don't want to deal with this jerk any more."

And then Primo and I took a walk and were trying to figure out why the insurance company would have sent something to Ted if he didn't call them.

"Maybe the Social Security Administration notified the insurance company that my dad had died?" Primo asked.

"They can't even stop paying dead people on their own rolls," I said. "They are not notifying life insurance companies about deaths."

We pondered and pondered and none of it made sense. Ted is not the trustee. He is not the beneficiary. He is not the executor. Why would the insurance company have mailed him any documentation?

And, when they did, why did Ted not just forward it to Primo?

We finally decided that there is a strong possibility that Ted is lying.

Primo and I are both curious enough that he is going to call the insurance company and figure this out.

Sunday, February 7, 2016

In which I try to convince Primo that the kids would be better off if he were not the trustee

I am trying to convince Primo that it is OK for him to resign from the trust and let the trust lawyer handle it. Primo has a highly-developed sense of responsibility (my understanding is that this is common with children of alcoholics?) and never thinks anyone else can do the job as well as he can. (That just comes from his being a control freak engineer.)(We argue about how to put silverware away. Nothing is safe.)

Primo: He won't do it right.

Me: If you don't resign, you have another 11 years of dealing with Ted about this. And you already know that there is nothing you can do short of draining that trust and making the check out to him that will make him happy.

Primo: But what about the other kids? Jack has been really reasonable. He wants to pay off their student loans and set up IRAs for them.

Me: I think that's a great idea. Can you resign from just Ted'sSon's trust?

Primo: I don't know.

Me: Plus with Ted'sSon, you have the additional complication that he is disabled and gets social security disability  and the rules are different. No matter what you do, you are going to have to consult with a lawyer. So the trust is going to pay legal fees no matter what.

Primo: I guess.

Me: Isn't your main responsibility to make sure that the funds are disbursed appropriately and that the expenses charged to the trust are reasonable?

Primo: Yes.

Me: If The Lawyer had been in charge, would he have given Ted the money to reimburse him for attending his own father's funeral?

Primo: Nope.

Me: Do you think The Lawyer might have a more dispassionate attitude toward things? That if Ted gets nasty, The Lawyer can just hang up or say, "Ted, you realize you are paying me $500 an hour to listen to you scream, don't you?" But with you, there is an emotional connection that makes it harder.

Primo: Why does he have to be such a jerk?

Me: I don't know.

Primo: He has always been like this.

Me: I'm sorry, sweetie.

Primo: He would not have reimbursed Ted those travel expenses.

Me: So he would have made sure that the trust funds were not used for inappropriate expenses?

Primo: For sure

Me: So actually, it is the responsible thing for you to do to resign. That would be acting in the kids' best interests.

Primo: Maybe.

In which Primo wonders about how to dispose of a carton of porn

Primo: The box of dirty books is still there.

Me: Oh.

Primo: I can't think of any place to donate porn.

Me: Me, neither.

Primo: But most of them are paperbacks. I guess I can put them in the recycling.

Me: That sounds good.

Primo: One of the recurring themes in the sex diary is about those books. They would get started by sitting around drinking brandy and reading dirty books. Some of the dirty books had photos of gay sex.

Me: They bought gay porn?

Primo: There were some gay porn magazines.

Me: Why would you buy gay porn if you're straight? Do gay people buy straight porn?

Primo: A lot of people are bisexual.

Me: Was your dad bisexual?

Primo: I think the appropriate term for someone who may not engage in bisexual activity but might like to look at it is bi-curious.

Me: What did your mom think about this? I am guessing this was gay men porn?

Primo: There might have been some gay women porn.

Me: I bet that would have been for your dad. I bet the only porn your mom would have wanted to see would have been of a man being nice to a woman, like making dinner for her.

Primo: I have no idea if my mom actually enjoyed this stuff or just went along with my dad to keep him happy.

Me: She wouldn't have been keeping him happy. She would have been keeping him from getting angry and hurting her.

Saturday, February 6, 2016

In which Primo says "Screw this I am not dealing with this jerk any more"

Primo forwarded Ted's email to the lawyer.

Good.

Ted is so dead to me that I have dug him up from when he told me what an idiot I was over Ted Kennedy and put a stake through his heart.





To: Lawyer. Cc: Primo

Lawyer,

I think the email below from Ted is the last straw. I am afraid that it's hopeless for me to try to deal with him reasonably.

His goal is to intimidate me, but he has not succeeded. He apparently thinks that my parents' wills and the trust document leave him an opening for legal action to obtain some share of our father's estate because my mother died first. As far as I can tell, the wills and the trust document are crafted with perfect symmetry and it does not matter which of my parents predeceased the other. I assume that your reading is consistent with that statement.

I am going to be in Florida during the coming week. We should at least talk about how to deal with Ted from this point forward, and we can also set up a meeting if you think that would be beneficial.

Let me know when you would like to set up a phone call or meeting. I may have to deal with a malfunctioning HVAC system (which was noticed by the neighbor, who called me today) after I arrive, so Tuesday will be a bad day for a meeting but should still be OK to talk on the phone.

Thanks,
Primo


Subject: Re: updates
From: ted@icloud.com
CC: ted'swife@verizon.net
To: primo@hotmail.com

You are incapable of “going off” on me, Primo. You can’t punch that far out of your weight class. The lawyer is a junior varsity trust attorney. My wife (of 26 years) is flabbergasted by your continued shitty, imperious attitude and Scott Walker-level lack of disclosure.

You purport to be a politician. Politics is about leadership; you have provided little if any since July 11. 

On the other hand, you are capable of fiduciary mismanagement of our father’s trust (as you shall soon learn, it became his trust after his wife—our beloved Doris —predeceased him) and I am capable of attempting through all available legal and personal channels to rectify any malfeasance, mismanagement, or one-sided mis-interpretations.

Thanks for ruining my Saturday. And stop typing me emails before I have to fly up—as I did lovingly for your wedding—and kick your sorry ass.

You are about to piss me off.

Love,

Ted

In which Ted replies to Primo's apology about the insurance company letter and we decide that that is your dagger

Subject: Re: updates
From: ted@icloud.com
CC: ted'swife@verizon.net
To: primo@hotmail.com

You are incapable of “going off” on me, Primo. You can’t punch that far out of your weight class. The lawyer is a junior varsity trust attorney. My wife (of 26 years) is flabbergasted by your continued shitty, imperious attitude and Scott Walker-level lack of disclosure.

You purport to be a politician. Politics is about leadership; you have provided little if any since July 11. 

On the other hand, you are capable of fiduciary mismanagement of our father’s trust (as you shall soon learn, it became his trust after his wife—our beloved Doris—predeceased him) and I am capable of attempting through all available legal and personal channels to rectify any malfeasance, mismanagement, or one-sided mis-interpretations.

Thanks for ruining my Saturday. And stop typing me emails before I have to fly up—as I did lovingly for your wedding—and kick your sorry ass.

You are about to piss me off.

Love,

Ted



On Oct 3, 2015, at 5:15 PM, Primo wrote:

Ted,

If you did not initiate any contact with the insurance company, I am sincerely sorry for going off on you.