Accountings by Joanne Barnes

I don’t known if the versions of the tax returns I have are the versions that were sent to the IRS and Virginia. I am not even sure of the 1991 fiduciary return for the Trust because the time was made so chaotic.  I believe a serious attempt to try to find out where the money went  would require copies of the tax returns that the IRS and Virginia actually received.

Joanne Barnes accounting for the trust in 1991

I hired Joanne Barnes to do the accounting for the trust in 1991 because I felt intimidated after receiving a telephone call from Edward White about how complicated the accounting would be in 1991, the year our mother died. In retrospect the 1991 accounting was similar to all other years except for seperating Jean O'Connell 's estate from Jean O'Connell as an individual.

not different from anyother year I had been doing the accounts myself and resumed doing the accounts myself after 1991.

I don't understand why the resultant accounting is impenetrable; why it is covered with invisible entanglements of conflict and confusion so numerous that it is impossible to follow the accounting trails beneath. The Trust, the Estate, and individuals are entangled. Whoever controls the entanglements controls the assets and people who are entangled. The best description of how the accounting entanglements were created is Edward White's letter of May 19, 1992. It cab be thought of as a blueprint. Using the simplest example:

"The K-1 filed by the Trust showed a payment of $816.00 in interest to the estate. You sent a check in the amount of $1475.97 to the estate. What was the remaining $659.97? Do I have this confused with the tax debt/credit situation which ran from the Third Accounting? .."

From the above it can be assumed that the amount on the K-1 and the amount sent to the Estate should be the same. I sent a check to the Estate for $1,475.97 because the 1991 accounting for the Court said: "Payable to the Estate of Jean M. O'Connell ... ... ... ... $1,475.97". I don't understand why the Trust's K-1 to the estate was made for $816.00. Please see the details for this example at "1,475-816.00=659.97" under "Book 467 page 191".

If a final account were made terminating the Trust, what would happen to the 46.0994% of Accotink and the $535,346.51 Note that is not to be payed off until April 21, 1995, that is in the Trust? Edward White had previously named himself and Richard G. Woltman, whoever that is, as Trustees on the Deed of Trust for the Notes. I, as Trustee for the testamentary trust, would lose control of the assets in the testamentary Trust. Who would gain control? The testamentary Trust is not supposed to be terminated until the paperwork is done.

I don't understand why Joanne Barnes or her asistant Forrest Balderson never answered Edward White's questions and why the Court accounting was never amended like the Commissioner's letter of January 12, 1993, instructed:

"This is in reference to your seventh [1991] accounting". "Interest or Income must be listed on your accounting. Please amend your accounting to reflect theis amounts. Thanks. Stephanie".

I do not understand why Edward White is asking me about Joanne Barnes accounting.

It is a mistake to repeat the advice the advisors give you. If they are not willing to put their advice in writing neither should you.

If you respond and repeat the advice you were given, you, and not the advisors who gave you the advice, can be made accountable.

I let myself be pressured into speaking for Joanne Barnes, explaing her accounting to Edward White in writing. Do not be pressuured into answering