May 1, 2022

Via Email and U.S. Mail

RICHARD QUINTERO
3017 PARK LANE
SNELLVILLE, GA

Re: Double Entry Accounting DEMAND

Dear Madam/Sir:

I write to you regarding my clients’ interest in the Richard Lloyd Richardson Living
Trust 2005, dated January 25, 2005 (“the Trust”). Please provide the following information to
my office on or before ___________, 2020. If you need additional time to compile the
information I am requesting, please let me know.

1. Demand for Trust Accounting.

By this letter, I am demanding that you provide me with a formal Trust accounting
under Probate Code sections 16062 and 16063 to be filed with the Court in accordance with
Probate Code section 1060, from the date your client became Trustee to the current date.

2. Demand for documents pertaining to the Trust.

In addition to the accounting requested above, please provide all documents demanded
below:

 All Trust documents, Wills of Richard Lloyd Richardson, Durable Powers of

Attorney and/or Powers of Attorney pertaining to Richard Lloyd Richardson;
 Copies of all financial statements(s) and/or banking statement(s) pertaining to the
Trust from the date your client became Trustee to the current date;
 Your client’s plan for making Trust distributions;
 Copies of all listing agreements, appraisals, and/or offers made on any and all
Trust real property;
 Copies of all documents evidencing or pertaining to disbursements made to your
client for trustee’s fees;
  Copies of all ledgers, or any other type of documentation, evidencing or
pertaining to what services your client has provided to the Trust since becoming
Trustee; and
 A complete copy of all Trust tax returns, including the 706 Estate Tax Return
pertaining to Richard Lloyd Richardson, any closing letter, and any income tax
returns.
3. Trustee Duties.

As you may be aware, under California law your client has substantial duties as Trustee
of the Trust, which includes but is not limited to the following:

 Duty to administer the Trust according to the Trust instrument (Prob. Code §
16000.);
 Duty to report information about the Trust on request and to account to
beneficiaries (Prob. Code §§ 16061 and 16062.);
 Duty to provide information, and if not, be compelled to do so by the court (Prob.
Code § 16060.7; Prob. Code § 17200 (b)(7)(A). A beneficiary of the Trust may
petition the Court to compel the Trustee to provide such information. (Prob. Code
§ 17200 (b)(7)(A) through (C);) and
 Duty to deal impartially with beneficiaries (Prob. Code § 16003.).

4. Conclusion

Please notify me no later than _____________, 2020 whether you intend to provide the
information and documents requested in this letter. If I do not hear from you by that date, then I
will assume you are refusing to comply with this request.

Sincerely,

__________________