💰 Financial Record

This document is a draft attachment to a Petition for Advisory Opinion filed with the New York State Department of Taxation and Finance (Form AD-1.8), dated September 25, 2013. A sticky note identifies it as a 'JE mark-up,' indicating Jeffrey Epstein's involvement. The text details a 'Settlor's' intent to exercise a 'Substitution Power' within an irrevocable trust to swap personal property for trust assets of equivalent value, noting that NY sales tax was paid on the substituted property and that beneficiaries might use this property without charge.