[Editor’s notes: This report was transcribed by Heather Shannon. The editors are grateful to her for her invaluable assistance.
[This document retains its original spellings throughout, with corrections made only when the meaning may otherwise be unclear. In addition, where known, we have added first or last names in brackets to those identified by a single name. It should be noted that a number of names have not been annotated. The name is either unknown, there may be more than one person with that name or – most often the case – the name is in code.]
B-4-a(104)
Law Office Report #25
March 29, 1978
page 1
from June [Crym]
[Handwriting: “To Carolyn Layton – duplicate”]
SECTION I — TAXES
1. Rest Homes — coming with this report in 2 duffel bags are the resxt of all of the records for Fireside, WhisperingPines, some of Bogues, and Janaro 1977 and 1978 xeroxes.
2. Attached is copy of Form 571 and 573-F re Janaro and a copy of the 1976 one filed by Tish [Leroy] for example. This is the form you said has to be filed by April 15. Will wait for directions to fill out, but Bonnie [Beck] says she already knows how to do it.
3. In report #15 I sent you Xeroxes of W-2’s, before I later sent original W-2’s with John. Would you MAIL those xeroxs back, now that you’ve received the originals, so we know what has been sent you for each person. Some people had several W-2’s form [from] several employers during the year 1977, and if you send us the xeroxes, we’ll know if we’ve sent you all the W-2s per person required.
4. Leon Perry — Attached is material regarding sale of his truck and his license. Betty says for you to ask Jack Beam, also I remember Lee was in on this til he went over. First the truck was sold, then the license was sold. The license went for $900.
After the truck was sold, several bills camen [came in] on it, which were cleared to pay,
and which I guess can be itemized by Leon on taxes… [Handwriting: “Right.”] Because of shortness in time, I am sendin- entire file over to you for Evelyn’s mother and others to do with what you like.
5. Patricia Cartmell — received an audit letter from IRS, attached with this report.
SECTION II — PEOPLES
1. Will someone please heck with Harold and Richard and find out specifically what is the status of the 4 fuel storage tanks in Willits. I have in file an agreement and assignment of interest signed by Richard and Claire granting interest to Bob Peters, but Claire and Bonnie tell me this never happened. Now the insura[n]ce policy is due again, to pay the annual premium, by April 18 17. Bonnie has not yet told me how much the premium is this year; it was $240 in ‘76. Any contact with Bob Peters has been nebulous — last I heard he was saying something about deterioration of the fuel and that were we were supposed to add chemicals to the fuel to keep it up to par. Anyway, this is one of those dangling itemsleft behind, and we need specific written instructions. Please consult with Harold, Richard and mail back an answer.
[Handwriting: “When you get the duffel bags + find the healing affidavits, check carefully for an Agreement + Assignment of interest signed by Claire + Richard — put in there in error” and “Terri – we decided on this – let it go. E”]
B-4-a-(105)
Law Office Report #25
March 29, 1978
page 2
from June
2. Wanda Swinney’s workmen’s compensation appeal case was dismissed because she is out of country; can re-open within 3 years.
See attached Order of Dismissal.
3. Pearlie Morris — Maria K [Katsaris] sent this over to James, who came to me about it —
apparently Oreen Armstrong represented herself as authorized representative for Pearlie regarding retirement insurance benefits: Social Security did not accept Oreen as an authorized representative, and no one appeared at any hearing. I would suggest after talking with Randolph that you have Pearlie write to SSA, perhaps someone there could type it for her saying she did not want Oreen to represent her but does appoint someone else, perhaps Barbara Hoyer, or Jim Randolph, or Lorie Efrien [Laurie Efrein], someone familiar with this material, and repetitin for the benefits. [Handwriting: “OK – E”] The form says she has 60 days to appeal, but I would try it anyway, and say in theletter that she does intend to pursue getting the benefits.
4. We need a written statement from Chakin [Eugene Chaikin] where he donates the printing equipment of Truth Enterprises to Peoples Temple, effective January 1, 1978. to comply with our Insurance policy of P.T. which now covers the equipmet. [Handwriting: “I would need an itemized equipment list. E”]
5. Please have Chaikin re-sign the attached Substitution of Party in the guardianship of Chris Buckley; he did it once before but I sent it to the wrong court! [Handwriting: “gone” and “June/ – pull out”]
6. Dick Tropp asked for copies of healing affidavits to be sent overseas. I had Tom Adams xeroxe these for me today, just found out when I came home that they got packed in one of the duffel bags going out with the tax stuff. So look for the bulk of thos healing affidavits somewhere in tonight’s duffel bags — there are a few that I xeroxed myself and are in a enveloped with this law office report, but the majority got mistakenly put in the bag. [Handwriting: “Check w Tish on This”]
B-4-a-(106-8): Business Property Statement, Declaration of Costs and Other Related Property Information
B-4-a-(109): Agricultural Property Statement for Richard Janaro
B-4-a-(110): Inventory Schedule
B-4-a-(111): Official Request to declare all business property, Instructions
B-4-a-(112): Instructions, page 2
B-4-a-(113): Instructions for Completion of Inventory Schedule
B-4-a-(114-18): Instructions for completing property declaration
B-4-a-(119): Agricultural Property Statement for Richard Janaro, filled out
B-4-a-(120): Agricultural Property Statement, page 2
B-4-a-(121): Equipment and Fixture Detail
B-4-a-(122): Business Property Statement for Richard Janaro, filled out
B-4-a-(123): Schedule A — Cost Detail
B-4-a-(124): Schedule of Depreciation for Janaro Happy Acres
B-4-a-(125): Personal property for 1972 tax year
B-4-a-(126): Itemized property
Unnumbered Page: Equipment and Fixture Detail
B-4-a-(127-28): IRS letter to Patricia Cartmell
B-4-a-(129-30): IRS letter to Patricia Cartmell
B-4-a-(131-32): IRS letter to Patricia Cartmell
B-4-a-(133): Workmen’s Compensation Appeals Board letter to Wanda S. Swinney
B-4-a-(133a): Notice of disapproved social security claim for Myrtle Simms
B-4-a-(134): Social Security Administration letter regarding Pearlie Morris
B-4-a-(135-36): Social Security Administration order of dismissal for Pearlie Morris
B-4-a-(137): Claim for Pearlie Morris
B-4-a-(138): Social Security Administration letter regarding Mary Walker
B-4-a-(139) missing
B-4-a-(140)
Law Office Report #25
29 March 78
1– okay.
2– There are no changes from last year. No assets purchased this year and the annual inventories are about the same –perhaps down about $1000 since we are no longer stocking up far in advance, where it is for sale…
3–BE SURE YOU XEROX ALL RETURNS BEFOREMAILING THEM OUT.. WE DO NOT HAVE ENOUGH FORMS TO MAKE CARBONS, AND ALL WE CAN DO IS MAIL THEM OUT AS IS… AND TRUST YOU TO SEND US A PHOTOCOPY..
Yes, will send back originals.. but returns can be filed with photocopies of the W-2; do not hold up filing the returns.. Photocopy them and get them in the mail, please. If you have not, we will file some amended returns.. get them mailed!
4–Thank you; we are filing for an extension..
5–Since Patty [Cartmell] did not know her social security number, Walter’s [Cartmell] return had her name but no soc sec # on it.. IRS “ASSUMED” that his daughter was his wife, and disallowed his exemption for his wife.. saying she filed separately. That is the reason for this item.
Section II–People
1–He never gave them a bill or a decision; they tried to sign it over to him –he never signed it nor called them back. He has run up quite a bill.. Contract was first in Kutulas name then transferred to Richard Janaro.. it was originally in writing, but Harold never saw it.. it should
be in law office files.. HE STILL LINKS TO P.T., though was not the property of P. T., was for Danny’s trucking business.
BUFORD: I RECOMMEND DO NOT PAY THE INSURANCE.
BUFORD. .MENTION MADE OF AN “AGREEMENT & ASSIGNMENT OF INTEREST” SIGNED BY CLAIRE & RICHARD.. PUT IN IN ERROR.. CHECK THE HEALING AFFIDAVITS FOR THIS…
2–ADVISE CHAIKIN ON THIS–legal for him and Harriet [Tropp].
3–Sounds like good advice; ask Gene and Harriett..
4–AGREED THIS SHOULD BE DONE. IS TAX DEDUCTIBLE.. Do not know if he wants
it for 12/31 or for 1/1/78…
5–Gene Chaikin
6–see note on healings…above)
B-4-a-(141-42): Duplicate B-4-a-(104-5)
B-4-a-(143-48): Duplicate of B-4-a-(133-38)
B-4-a-(149): Duplicate of B-4-a-(133a)