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Estate of Judith Baker 3/9/2022
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Estate of Judith Baker 3/9/2022
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Last modified
8/11/2023 11:57:34 AM
Creation date
8/11/2023 11:56:09 AM
Metadata
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Template:
Contracts
Contractor's Name
Estate of Judith Baker
Approval Date
3/9/2022
Department
Library
Department Project Manager
Meghan Edwards-Bond
Subject / Project Title
Everett Public Library gift
Tracking Number
0003890
Total Compensation
$0.00
Contract Type
Agreement
Contract Subtype
Grant
Retention Period
6 Years Then Destroy
Imported from EPIC
No
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THOMAS R. COLLINS <br />2707 Colby Avenue, Suite 1001 <br />Everett, WA 98201 <br />(425) 923-4047 <br />February 8, 2022 <br />Everett Public Library <br />2702 Hoyt Avenue <br />Everett, WA 98201 <br />Re: Estate of Judith A. Baker <br />Greetings: <br />The undersigned is the Personal Representative of the Estate of Judith Ann Baker, <br />Snohomish County, State of Washington, Cause No. 21-4-01711-31. The Everett Public Library <br />is one of the charitable beneficiaries of her IRA managed by Morgan Stanley. Enclosed herewith <br />is the Morgan Stanley IRA Distribution Form. With reference to said form. <br />1. Please confirm your address in Section 2 on page 1 for purposes of the distribution. <br />2. Insert your Tax Identification Number in the space provided in Section 2 on page 1. <br />3. Have an authorized person execute and date the form on behalf of your organization <br />at the bottom of Section 14 on page 6. <br />4. Prepare and forward a completed executed resolution of the Everett Public Library, <br />on your organisational letterhead, verifying that the person signing the Morgan Stanley <br />Distribution Form on behalf of your organization is authorized to do so. <br />If you have any questions concerning the Morgan Stanley IRA Distribution Form, please <br />contact Juanita Benson, her contact information is as follows: <br />Juanita Benson <br />Senior Registered Associate — Complex CSA Coach <br />The 601 Group - Morgan Stanley Wealth Management <br />Tel.: 206-628-4429; Email: Juanita.benson@ms.com <br />When you have completed the documents, please send the originals to Kim Rooney, c/o <br />derson Hunter Law Firm, 2707 Colby Ave., Suite 1001, Everett, WA 98201. <br />Enclosures <br />Very truly yours, <br />20-2/L—Th <br />Thomas R. Collins, PR <br />1 <br />6235 <br />
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