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Source Description
This file contains:
Promissory notes to Key Biscayne Bank marked paid and Advice of charge slips for payments, including mailing envelope. 8 pages. [Financial Records], 9/4/1969
Herbert Kalmback to Tod Hullin re: royalties for Six Crises. 1 page. [Letter], 3/2/1970
Herbert Kalmback to Ehrlichman re: location of the Presidential Library in Whittier. 1 page. [Letter], 3/2/1970
John Campbell to Ehrlichman re: transfer of financial records to Kalmbach in Newport Beach. 1 page. [Memo], 1/23/1970
John Alexander to Nixon re: transfer of financial records from Mudge Rose Guthrie & Alexander to Kalmbach. 1 page. [Letter], 1/22/1970
Ehrlichman to Nixon re: Personal Estate Planning. 1 page. [Memo], 12/5/1968
Edward Morgan to Ehrlichman re: President's Bank Accounts. 1 page. [Memo], 9/13/1969
Ehrlichman to Ed Morgan re: personally paying Julie for work at the White House. 1 page. [Memo], 6/16/1969
Ehrlichman to Vincent Andrews re: concerns regarding successor to Martin Fienstein. 1 page. [Letter], 6/2/1969
Edward L. Mortan to Ehrlichman re: retaining Mudge, Rose, Guthrie & Alexander to handle Nixon's personal account. 1 page. [Memo], 1/16/1969
Edward Mortan to Ehrlichman re: RN Tax Question - house purchase. 1 page. [Memo], 1/16/1969
Edward Mortan to Ehrlichman re: RN's interest in the law firm. 1 page. [Memo], 1/16/1969
Edward Morgan to Tod Hullin re: Sale of New York apartment. 1 page. [Memo], 7/16/1969
Tod Hullin to Ed Morgan re: contacting Mr. Rebozo about New York apartment. 1 page. [Memo], 4/10/1969
Ehrlichman to Stanley Stillman re: disclosure of Mr. & Mrs. Lehrman identity in Nixon's release of financial information, with attachment. 2 pages. [Letter], 5/16/1969
Ehrlichman to Nixon re: sale of apartment to Mrs. Lewis Stillman Lerman, with attachments. 5 pages. [Memo], 4/22/1969
Ehrlichman to Nixon re: sale of apartment to Mrs. Lewis Stillman Lerman, with attachments. Duplicate. 5 pages. [Memo], 4/22/1969
Scholar Source Context
Document identity
localId
26126264
label
WHSF: Returned, 10-10
core
doc
dtoType
document
citationUrl
pageCount
1
Source metadata
id
26126264
sourceUrl
contentType
document
title
WHSF: Returned, 10-10
description
This file contains:
Promissory notes to Key Biscayne Bank marked paid and Advice of charge slips for payments, including mailing envelope. 8 pages. [Financial Records], 9/4/1969
Herbert Kalmback to Tod Hullin re: royalties for Six Crises. 1 page. [Letter], 3/2/1970
Herbert Kalmback to Ehrlichman re: location of the Presidential Library in Whittier. 1 page. [Letter], 3/2/1970
John Campbell to Ehrlichman re: transfer of financial records to Kalmbach in Newport Beach. 1 page. [Memo], 1/23/1970
John Alexander to Nixon re: transfer of financial records from Mudge Rose Guthrie & Alexander to Kalmbach. 1 page. [Letter], 1/22/1970
Ehrlichman to Nixon re: Personal Estate Planning. 1 page. [Memo], 12/5/1968
Edward Morgan to Ehrlichman re: President's Bank Accounts. 1 page. [Memo], 9/13/1969
Ehrlichman to Ed Morgan re: personally paying Julie for work at the White House. 1 page. [Memo], 6/16/1969
Ehrlichman to Vincent Andrews re: concerns regarding successor to Martin Fienstein. 1 page. [Letter], 6/2/1969
Edward L. Mortan to Ehrlichman re: retaining Mudge, Rose, Guthrie & Alexander to handle Nixon's personal account. 1 page. [Memo], 1/16/1969
Edward Mortan to Ehrlichman re: RN Tax Question - house purchase. 1 page. [Memo], 1/16/1969
Edward Mortan to Ehrlichman re: RN's interest in the law firm. 1 page. [Memo], 1/16/1969
Edward Morgan to Tod Hullin re: Sale of New York apartment. 1 page. [Memo], 7/16/1969
Tod Hullin to Ed Morgan re: contacting Mr. Rebozo about New York apartment. 1 page. [Memo], 4/10/1969
Ehrlichman to Stanley Stillman re: disclosure of Mr. & Mrs. Lehrman identity in Nixon's release of financial information, with attachment. 2 pages. [Letter], 5/16/1969
Ehrlichman to Nixon re: sale of apartment to Mrs. Lewis Stillman Lerman, with attachments. 5 pages. [Memo], 4/22/1969
Ehrlichman to Nixon re: sale of apartment to Mrs. Lewis Stillman Lerman, with attachments. Duplicate. 5 pages. [Memo], 4/22/1969
citationUrl
collections
Richard M. Nixon's Returned Materials Collection
Returned White House Special Files
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1
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26126264
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Richard Nixon Presidential Library
White House Special Files Collection
Folder List
Box Number
Folder Number
Document Date
Document Type
Document Description
10
10
09/04/1969
Financial Records
Promissory notes to Key Biscayne Bank
marked paid and Advice of charge slips for
payments, including mailing envelope. 8
pages.
10
10
03/02/1970
Letter
Herbert Kalmback to Tod Hullin re: royalties
for Six Crises. 1 page.
10
10
03/02/1970
Letter
Herbert Kalmback to Ehrlichman re: location
of the Presidential Library in Whittier. 1
page.
10
10
01/23/1970
Memo
John Campbell to Ehrlichman re: transfer of
financial records to Kalmbach in Newport
Beach. 1 page.
10
10
01/22/1970
Letter
John Alexander to Nixon re: transfer of
financial records from Mudge Rose Guthrie
& Alexander to Kalmbach. 1 page.
10
10
12/05/1968
Memo
Ehrlichman to Nixon re: Personal Estate
Planning. 1 page.
Wednesday, June 17, 2009
Page 1 of 3
Box Number
Folder Number
Document Date
Document Type
Document Description
10
10
09/13/1969
Memo
Edward Morgan to Ehrlichman re:
President's Bank Accounts. 1 page.
10
10
06/16/1969
Memo
Ehrlichman to Ed Morgan re: personally
paying Julie for work at the White House. 1
page.
10
10
06/02/1969
Letter
Ehrlichman to Vincent Andrews re: concerns
regarding successor to Martin Fienstein. 1
page.
10
10
01/16/1969
Memo
Edward L. Mortan to Ehrlichman re:
retaining Mudge, Rose, Guthrie & Alexander
to handle Nixon's personal account. 1 page.
10
10
01/16/1969
Memo
Edward Mortan to Ehrlichman re: RN Tax
Question - house purchase. 1 page.
10
10
01/16/1969
Memo
Edward Mortan to Ehrlichman re: RN's
interest in the law firm. 1 page.
10
10
07/16/1969
Memo
Edward Morgan to Tod Hullin re: Sale of
New York apartment. 1 page.
Wednesday, June 17, 2009
Page 2 of 3
Box Number
Folder Number
Document Date
Document Type
Document Description
10
10
04/10/1969
Memo
Tod Hullin to Ed Morgan re: contacting Mr.
Rebozo about New York apartment. 1 page.
10
10
05/16/1969
Letter
Ehrlichman to Stanley Stillman re: disclosure
of Mr. & Mrs. Lehrman identity in Nixon's
release of financial information, with
attachment. 2 pages.
10
10
04/22/1969
Memo
Ehrlichman to Nixon re: sale of apartment to
Mrs. Lewis Stillman Lerman, with
attachments. 5 pages.
10
10
04/22/1969
Memo
Ehrlichman to Nixon re: sale of apartment to
Mrs. Lewis Stillman Lerman, with
attachments. Duplicate. 5 pages.
Wednesday, June 17, 2009
Page 3 of 3
KEY BISCAYNE BANK
ADVICE OF CHARGE
KEY BISCAYNE, FLORIDA
DATE 9-4-69
WE CHARGE YOUR ACCOUNT AS FOLLOWS:
DESCRIPTION
AMOUNT
Charging account in accordance with instructions for principal
balance due on loan to First National Bank of Miami
$65,000.00
Interest for 47 days
763.75
2-527
HON. RICHARD #. NIXON OR
GENERAL LEDGER ACCOUNT
TOTAL
$65,763.75
MRS. PATRICIA R. NIXON
TO
ATTENTION. M.R. ZORRELA Mr. John Ebrlichman
VINCENT ANDRESS, INC Personal and IN REPLY REFER TO
501 MADIGON AVENUE, NEW YORK. Conf idential
The White House
B
baby AUTHORIZED SIGNATURE
Washington, D. C.
KEY BISCAYNE BANK
DATE 9-4-69
ADVICE OF CHARGE
KEY BISCAYNE, FLORIDA
WE CHARGE YOUR ACCOUNT AS FOLLOWS:
AMOUNT
DESCRIPTION
Charging account in accordance with instructions for principal
balance Time Loan # 731
$26,000.00
Interest from 10-14-68 to 9-4-69 (325 days) @ 7%
1,643.06
2-527
HON. RICHARD St. NIXON OR
GENERAL LEDGER ACCOUNT
TOTAL
$27,643.06
MRS. PATRICIA R. NIXON
TO
ATTENTION
MR
ZORRELA
Attn:
Mr. John Ehrlichman Personal &
VINCENT
IN REPLY REFER TO
Confidential
501-#ADISON AVENUE, NEW YORK.
The White House
BY
Coling AUTHORIZED SIGNATURE
Washington, D. C.
KEY BISCAYNE BANK
ADVICE OF CHARGE
KEY BISCAYNE, FLORIDA
DATE 9-4-69
WE CHARGE YOUR ACCOUNT AS FOLLOWS:
DESCRIPTION
AMOUNT
Charging account in accordance with instructions for Principal
Balance Time Loan # 760
$15,000.00
Interest from 8-20-69 to 9-4-69 (15 days) at 7%
43.75
2-527
HON. RICHARD M. NIXON OR
TOTAL
$15,043.75
GENERAL LEDGER ACCOUNT
MRS. PATRICIA R. NIXON
TO
ATTENTION
MR.
CORRELAATTN:
Mr. John Ehrlichman
VINCENT ANDREWS, INC.-
IN REPLY - REFER TO
Personal & Confidential
501 MADISON AVENUE, NEW YORK.
The White House
Washington, D. C.
AUTHORIZED SIGNATURE
Time 731
Due Date October 9, 1969
26,000.00
Key Biscayne, Miami, Florida
October
14
1968
Three hundred sixty (360) Days
after date, for value received, I or we, the undersigned
jointly and severally promise to pay to the order of KEY BISCAYNE BANK. at its office at Key Biscayne, Miami, Florida
Twenty Six Thousand and No/100
*
DOLLARS,
Fegether with interest thereon at the rate of 7 per cent per annum.
Should this note not be paid promptly at maturity, I or We further promise jointly and severally to pay inter-
est. from date of maturity at the rate of 8 per cent per annum and all costs and expenses arising out of the
collection of this note, whether by legal process or otherwise, including the fees of any lawyer employed by the
holders for the said purpose.
or we. and each of us, whether makers or endorsers, hereby waive presentment, demand of payment, pro-
test and notice of non-payment or protest, and agree that the holder of this note may extend the time of pay-
without notice to me or to us, or either of us, and that thereafter I or We, jointly or severally, will remain
liable thereon, as if we had expressly consented to the said extension.
The undersigned expressly authorize and empower the Bank, at its discretion, at any time to appropriate
and apply to the payment of this note and any other obligation or obligations of the undersigned or any of
them to the Bank now existing or hereafter arising, whether due or not due, any and all monies now in the
hands of the Bank en deposit or otherwise to the credit of, or belonging to the undersigned or to any of them,
and any such monies coming hereafter into the hands of the Bank.
If at any time the Security for the foregoing note shall be unsatisfactory to the Bank, or any of its officers,
and the undersigned shall not on demand furnish such further security or make such payment on account as shall
be satisfactory to the Bank, or if any sum payable hereunder be not paid when due, or if the undersigned or any
maker, endorser, guarantor, or other person liable therefore shall die or shall become insolvent (however such
insolvency may be evidenced), or make a general assignment for the benefit of creditors, or, if the undersigned
or any copartnership of which he is a member, shall suspend the transaction of his or its usual business, or if
a petition in hankruptcy shall be filed by or against, or if a receiver shall be appointed of, or a writ or order
of attachment or garnishment shall be issued or made against any of the property or assets, or any part thereof,
of the undersigned, or of any such copartnership, or of any such maker, endorser, guarantor, or other person
liable therefore thereupon, unless the Bank shall otherwise elect, this note shall become and be due and payable
forthwith, without presentation, demand, protest, notice of protest or other notice of dishonor of any kind, all of
which are hereby expressly waived.
(SEAL)
Richard Richard M. Nixon Hap SEAL)
=
ddress
Address
Date
9-4-69
(SEAL)
(SEAL)
Loan Approved by
Address
6
FORM # THE FALCOMER COMPANY
TIME
647
Due Date Oct. 14, 1968
$ 26,000.00
Key Biscayne, Miami, Florida
April 15
1968
the BightyTwo (182) days
after date, for value received, 1 or we. the undersigned
injury and severally promise to pay to the order of KEY BISCAYNE BANK. at its office at Key Biscayne, Miami, Florida
Twenty SIX Thousand and 00/700
DOLLARS,
Together with interest thereon at the rate of
7
per cent per annum
Should this note not be paid promptly at maturity, I or we further promise jointly and severally to pay triter-
date from date of imaturity at the rate of per cent per annum and all costs and expenses arising dut of the
admission 10% Itastal note: whether by Telefal or otherwise, including the fees of any lawyer employed by the
holder the the said purpose.
be we and each of us, whether makers or endorsers, hereby waive presentment, demand of payment. pro-
itemst and notice: of non-payment et protest and agree that the holder of this note may extend the time of pay-
must without notice: to me or to us, or either of M. and that thereafter I or we, jointly or severally, will remain
liable thereon, X If We had expressly consented to the said extension:
THE undersigned expressly authorize and empower the Bank at its discretion, at any time to appropriate
444 apply to: the payment of this note and any other obligation or obligations of the undersigned or any of
them to the Benk now existing or hereafter arising, whether due or not due, any and all monies how in the
hands of the Bank on deposit or otherwise to the credit of or belonging to the undersigned or to any of them,
and any such monies coming hereafter Into the harids of the Bank.
If at any time the Security for the foregoing note shall be unsafisfactory to the Bank or any of its officers.
and the undersigned shall not on demand furnish such further security or make such payment on account as shall
be satisfactory to the Bank, or if any sum payable hersunder be not paid when due, or if the undersigned or any
malter, entionser, guarantor, or other person liable therefore shall die or shall become insolvent (however such
insolvency may he evidenced). of make a general assignment for the benefit of creditors, or if the undersigned
or any tecrably 102 which he: is a member, shall suspend the transaction of his or its usual business, or if
a getition in bankruptcy shall bei filed by or against, or if a receiver shall be appointed of, or a writ or order
of attachment or garmshment shall be issued or made against any of the property or assets, or any part thereof,
of the undersigned. DM of any much copar teership. or of any such maker, endorser. guarantor, or other person
liable therefore thereupon, unless the Bank shall otherwise elect, this note shall become and be due and payable
forthwith, without presentation, demand, protest, notice of protest or other notice of dishonor of any kind, all of
which are hereby expressly waived.
(SEAL) Richard m Nipa SEAL)
Address CANCELLED.BY RENEWAL
20 BroalSt, Address NYC
(SEAL)
Loan Approved by
Address
Address
FORM
THEFALLONER COMPANY
FLORIDA
FLORIDA
FLORIDA
FLORIDA
FLORI
RUST
WINGOD IN WE TRUST
FLORIDA
Velsoo
WE
6
IN GOD WE TRUST
IN GOD WE TRUST
PR
WE
ELORIDA
TAX
STAMP
Docus
2018
8
EDCUMENTARY DOCUMELORIDA STAMP
TAX
DOC
UTARY STAMP
TAX
DOCUMENTARY
$10.00
$1000
8
$10.00
$5.00
3.00
50
CENTS
A
COMPTROLLER/
COMPTROL
Time 760
Due Date February 20, 1970
$ 15,000.00
Key Biscayne, Miami, Florida
February 20
1969
,
One Year
after date, for value received, I or we, the undersigned
jointly and severally promise to pay to the order of KEY BISCAYNE BANK. at its office at Key Biscayne, Miami, Florida
fteen Thousand and No/100
DOLLARS,
Interest payable on May 20, 1969,
Together with interest thereon at the rate of
7
per cent per annum.
August 20, 1969 and November 20, 19
and February 29 1970
69
Should this note not be paid promptly at maturity, I or we further promise jointly and severally to pay inter-
est from date of maturity at the rate of 8 per cent per annum and all costs and expenses arising out of the
collection of this note, whether by legal process or otherwise, including the fees of any lawyer employed by the
holder for the said purpose.
I or we. and each of us, whether makers or endorsers, hereby waive presentment, demand of payment, pro-
test and notice of non-payment or protest, and agree that the holder of this note may extend the time of pay-
ment without notice to me or to us, or either of us, and that thereafter I or we, jointly or severally, will remain
liable thereon, as if we had expressly consented to the said extension.
The undersigned expressly authorize and empower the Bank, at its discretion, at any time to appropriate
and apply to the payment of this note and/or any other obligation or obligations of the undersigned or any of
them to the Bank now existing or hereafter arising, whether due or not due, any and all monies now in the
hands of the Bank on deposit or otherwise to the credit of, or belonging to the undersigned or to any of them,
and any such monies coming hereafter into the hands of the Bank.
If at any time the Security for the foregoing note shall be unsatisfactory to the Bank, or any of its officers,
and the undersigned shall not on demand furnish such further security or make such payment on account as shall
be satisfactory to the Bank, or if any sum payable hereunder be not paid when due, or if the undersigned or any
maker, endorser, guarantor, or other person liable therefore shall die or shall become insolvent (however such
insolvency may be evidenced), or make a general assignment for the benefit of creditors, or, if the undersigned
or any copartnership of which he is a member, shall suspend the transaction of his or its usual business, or if
a petition in bankruptcy shall be filed by or against, or if a receiver shall be appointed of, or a writ or order
of attachment or garnishment shall be issued or made against any of the property or assets, or any part thereof,
of the undersigned, or of any such copartnership, or of any such maker, endorser, guarantor, or other person
liable therefore thereupon, unless the Bank shall otherwise elect, this note shall become and be due and payable
forthwith, without presentation, demand, protest, notice of protest or other notice of dishonor of any kind, all of
which are hereby expressly waived.
(SEAL)
(SEAL)
PAID
Address
Address
9-4-69
Date
(SEAL)
(SEAL)
Loan Approved by
Address
FORM THE FALCONER COMPANY
Due Date
February 20-11969
000.00
Key Biscayne, Miami, Florida February 20 the 19 68
promise Year to pay! to the order df KEY BISCAYNE BANK at its office at Key Biseayne, Miami, Florida
after date, for value received, 1 OF we, the undersigned
Thousand and No/100
DOLLARS,
Interest payable on May 20,1968
thereon at the rate
per cent per annumA ug: NOV Feb.20.65
STUART this Iniqtel hpt be baid promptly stimaturity + pr we further promise jointly and severally to pay inter-
110mL date maturity at the rate of per cent per annum and all costs and expenses arising out of the
Idditistion de hote! whether by legal proceds RC otherwise, including the fees of any lawyer employed by the
(hotder 121 E purpose
PF w md each 198 us whether makers on endorsers, hereby waive presentment, demand of payment, pro-
teat and non vment-or protest and agree that the holder of this notel may extend the time of pay-
ment without notice terms or to as, on either of is, and that thereafter 1 or wa, jouitly or severally, will ramain
Tiable thereon, As # we had expressly consented to the said extension.
The undersigned expressly authorize and smpower the Bank, at its discretion. at any time to appropriate
and Abbil to the payment of this hidtle and yot any other obligation or obligations of the undersigned or any of
titem the the Bank now extiting or hereafter arising, whether due or not due, any and all mornes now in the
hands of the Bank on deposit or otherwise to the credit of. or belonging to the undersigned or to any of them,
and any such smotties coming hereafter into the hands of the Bartk.
If NO anty time the Security for the foregging note shall be unsatisfectory to the Bank, or any of its officers,
and: the undersigned shall not on demand furnish such further security on make such payment OR account as shall
be extisfactory to the Bank, or if any sum payable hereunder be not paid when due, or If the undersigned or any
maker. entigreen guarantor, or other person liable therefore shall die or shall become insolvent (however such
insolvency may be evidenced), or make a general assignment for the benefit of creditors, or, if the undersigned
or any copartnership of which he is a member, shall suspend the transaction of his or its usual business, or if
(a) petition in bankruptcy shall be filed by or against, or if a receiver shall be appointed of, or III writ or order
of attachment or gernishment shall be issued or, made against any of the property or assets, of any part thereof,
of the undersigned, or of any such copartmership, or of any such maket, endorser, guarantor, or. dther person
Stable therefore Disreupon, unless the Bank shall otherwise elect, this note shall become and be due and payable
forthwith, without presentation demand, protest, notice of protest or other notice of dishonor of any kuid, all of
which are hereby spopressly waived.
(SEAL)
(SEAL)
M. Nixon
Address
Address
(SEAL)
CANCELLED BY (SEAL) RENEWAL
Loan Approved by
Address
Address
FORMS THE ACCOMER COMPANY
FLORIDA
FLORIDA
FLORIDA
WE
WE
FLORIDA
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IN
TRUST
GOD
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1
FLORIDA
FLORIDA
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THE
16081
DOCUMENTAD S.AMO
TAX
7
TAX
COCUMENTARY STAMP
TAX
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STATE
ODCUMENTACY STAMP
TAX
$4.00
$5.00
$5.00
5.00
GUACENTS
VIVICEN Signe
FLORIDA
FLORIDA
FLORIDA
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CENTS
AMACENTS
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MAR 6 1970
LAW OFFICES
KALMBACH, DEMARCO, KNAPP & CHILLINGWORTH
SUITE 900 . NEWPORT FINANCIAL PLAZA / 550 NEWPORT CENTER DRIVE
HERBERT W. KALMBACH
LOS ANGELES OFFICE
FRANK DEMARCO,JR.
NEWPORT BEACH, CALIFORNIA 92660
611 WEST SIXTH STREET SUITE 1900
SHERWOOD C.CHILLINGWORTH
TELEPHONE (714) 644-4111
LOS ANGELES, CALIFORNIA 90017
HAROLD BERAL
TELEPHONE (213) 625-2191
ALEXANDER BOWIE
ROBERT M. OLSON,JR.
ROBERT H. MORRISON
OF COUNSEL
RICHARD C. GREENBERG
JAMES R.KNAPP
THOMAS D. PECKENPAUGH
TERRY L. RHODES
JAMES H.O'CONNOR
OAKLEY C. FROST
ALAN R.WOLEN
WILLIAM A. KERR
LARRY B.THRALL
March 2, 1970
Mr. Tod R. Hullin
Administrative Assistant to
John D. Ehrlichman
The White House
Washington, D. C.
Dear Tod:
The check in the amount of $4,007.05 payable to
the President resulting from royalty proceeds on his "Six
Crises" book has been received and deposited.
Hope to see you when I am in Washington next week.
Best regards,
Hut
Herbert W. Kalmbach
HWK:nw
MAR 6 1970
LAW OFFICES
KALMBACH, DEMARCO, KNAPP & CHILLINGWORTH
SUITE 900 . NEWPORT FINANCIAL PLAZA / 550 NEWPORT CENTER DRIVE
HERBERT W. KALMBACH
LOS ANGELES OFFICE
FRANK DEMARCO,JR.
NEWPORT BEACH, CALIFORNIA 92660
611 WEST SIXTH STREET SUITE 1900
SHERWOOD C.CHILLINGWORTH
TELEPHONE (714) 644-4111
LOS ANGELES, CALIFORNIA 90017
HAROLD BERAL
TELEPHONE (213) 625-2191
ALEXANDER BOWIE
ROBERT M. OLSON,JR.
ROBERT H. MORRISON
OF COUNSEL
RICHARD C. GREENBERG
JAMES R.KNAPP
THOMAS D. PECKENPAUGH
JAMES H.O'CONNOR
TERRY L.RHODES
OAKLEY C. FROST
ALAN R.WOLEN
WILLIAM A.KERR
LARRY B.THRALL
March 2, 1970
John D. Ehrlichman, Esq.
Assistant to the President
The White House
Washington, D. C.
Dear John:
The copy of the letter from the Mayor of Whittier
regarding the location of the Presidential Library has been
received.
At your suggestion I have called Mayor Hofstetter
and have arranged to meet with her to discuss the pros and cons
of the Whittier location.
I agree that while the location will not meet many
of the criteria we have discussed the fact is that we owe her
the courtesy of a personal call.
Best regards,
Hard
Herbert W. Kalmbach
HWK:nw
E
THE WHITE HOUSE
WASHINGTON
January 23, 1970
MEMORANDUM FOR JOHN EHRLICHMAN
FROM:
JOHN CAMPBEL
gh
-
The President's financial records have been
transported to Mr. Kalmbach's office at Newport
Beach, per his instructions.
The Secret Service and Commander Larson handled
it.
b
MUDGE ROSE GUTHRIE & ALEXANDER
20 BROAD STREET
JOHN ALEXANDER
JOHN T. TRIMBLE
BLISS ANSNES
PETER W. ASHER
NEW YORK, N. Y. 10005
COUNSEL
ARTHUR M. BECKER
-
MILTON BLACK
-
WALTER E. BREEN
WILLIAM H. CANNON
212-422-6767
1701 PENNSYLVANIA AVE.,N.W.
NICHOLAS J. CAPOZZOLI, JR.
WASHINGTON.D. C.
JOSEPH C.DALEY
GOLDTHWAITE H. DORR
202-298-5970
THOMAS W. EVANS
RICHARD S. FARROW
-
ROBERT E. FERDON
JAMES G. FRANGOS
GERRIT GILLIS
12, RUE DE LA PAIX
GERALD B.GREENWALD
PARIS 2e. FRANCE
D.C. BAR ONLY)
RANDOLPH H. GUTHRIE
742-05-99
MATTHEW G.HEROLD,JR
WILLIAM B.LANDIS
-
JOHN LARSON
FRANKLIN B. LINCOLN, JR.
CABLE ADDRESS
WILLIAM A. MADISON
ARTHUR MAHON
BALTUCHINS- NEW YORK
FRANCIS X. MALONEY
RICHARD S. RITZEL
-
MILTON C. ROSE
NORMAN M. SEGAL
TELEX-127889
HARRY G. SILLECK, JR.
HENRY ROOT STERN JR.
January 22, 1970
JAMES P. TANNIAN
ARNOLD H. TRACY
ROBERT E. WALSH
DONALD J. ZOELLER
The President
The White House
Washington, D. C.
Dear Mr. President:
Frank DeMarco, Jr. of Los Angeles has written
me that he and his partner, Herbert Kalmbach, are in the
process of taking over the responsibility of advising on
your personal affairs. In this connection, he has asked
us to transmit certain information.
As I am sure you know, if it is your decision
to transfer the responsibility for advising on your per-
sonal matters from our office to another firm, we shall
be happy to cooperate in every way we can. However,
those of us in the firm who have been most closely asso-
ciated with you and your personal affairs sincerely doubt
whether such a transfer is in your best interests and,
therefore, before you take the step, Bob Guthrie and I
would like to have the opportunity of discussing it with
you. It so happens that both Bob and I will be out of
the country from January 28 until February 10, but any
other time would be convenient for us.
Our warmest regards.
Sincerely,
JHA:fj
John Wesander
Tom Evans?
To:
President-elect Nixon
Date: December 5, 1968
From:
John D. Ehrlichman
Subject: Personal Estate Planning
1. Nixon, Mudge termination.
We have now contacted Mr. Ritzel and explained to him your
desire to spread the termination compensation over the next five years.
He suggests that he be authorized to proceed with an alterna-
tive study involving gift-giving to an inter vivos trust for the benefit of
your family of a portion of the termination payment.
As you know, some of your termination pay is a return of capi-
tal, and some is ordinary income. By balancing of these two categories of
payment, you may be able to appreciably diminish your income tax with
relatively little sacrifice of usable proceeds.
I would recommend that you authorize Mr. Ritzel to go ahead
with the alternative study.
2. Your wills.
Mr. Ritzel advises that although your wills have been ready for
execution for some time, you have not completed them.
In view of Julie's marriage and your change of employment, I
would recommend that you and Mrs. Nixon execute new wills during the
week prior to Christmas.
If you have drafts of the wills prepared by Ritzel, I will be
happy to review them for you to be sure that they are applicable to your
new situation. Otherwise, I would suggest that you authorize Mr. Ritzel to
meet with you toward their revision and early execution.
To this end I have asked Dwight Chapin to arrange an appointment
for you and Mrs. Nixon with Mr. Ritzel. He will contact you on this.
John D. Ehrlichman
JDE:sw
2.1
MEMORANDUM
THE WHITE HOUSE
WASHINGTON
September 13, 1969
TO:
JOHN D. EHRLICHMAN
FROM:
EDWARD L. MORGAN
SUBJ.:
President's Bank Accounts
There was only one bank account outstanding, which is a savings
account, in New York.
I have undertaken to have it transferred to the Key Biscayne Bank.
3
MEMORANDUM
THE WHITE HOUSE
WASHINGTON
JUNE 16, 1969
TO:
ED MORGAN
JUN 7 1969
FROM:
JOHN EHR ICHMAN
/
The President proposes to personally pay Julie for her work
in the White House this summer and deduct it as a business
expense.
Would you please determine whether he can properly do this
or whether he is taking her as an exemption or if there is
some other problem.
June 2, 1969
Dear Vinnie:
I understand that Martin Feinstein is gone and I am
concerned about the arragnements which have been made
for appointing a successer to handle the President's
affairs.
I am particularly concerned about the confidentiality of the
material which his successor will handle.
Will you please tell me what reassureances are available
on this score?
Yours sincerely,
John D. Ehrlichman
Counsel to the President
Mr. Vincent Andrews
501 Madison Avenue
New York, New York
TC
TO:
John Ehrlichman
DATE: January16, 1969
FROM:
Edward L. Mortan
RE:
RN's Checking Account, Bills, etc.
After our discussion, it is my recommendation that we use the
firm of Mudge, Rose, Gutherie & Alexander, on a retainer basis,
to handle RN's personal account.
The New York office has an accounting section under Mr. Ritzel's
direction and it seems preferable to mail the bills once a month
to him in order to cut down the number of people involved. The
Washington office of the firm would be available for immediate
servicing on any particular matter.
Either Bud or I could be the direct liaison with the firm which
would primarily amount to forwarding bills once a month with
some kind of an approval.
5d
Edward L. Mortan
ELM/hg
JE
TO:
John Ehrlichman
DATE: January 16, 1969
FROM:
Edward L. Morgan
RE:
RN Tax Question - House Purchases
A complete memorandum on this question is coming to us from the
law firm. However, should you be questioned in the interim, it
appears that Section 1034 of the Internal Revenue Code and the
accompanying regulations would not allow a tax deferral because
such a home purchase must be the "main residence of the purch-
aser." It is the law firm's opinion that the White House will
be RN's main residence and that it would be very touchy to try
and convince the IRS otherwise.
The capital gain will be taxed on a 27.50%, but it should be re-
membered that this will give us an extra 30% charitable deduc-
tion for 1969.
ED
Edward L. Morgan
ELM/hg
IIA
TO:
John Ehrlichman
DATE: January 16, 1969
FROM:
Edward L. Morgan
RE:
RN's Interest in the Law Firm
Because the New York Times ran an article in which they indicated
that RN's interest in the law firm was approximately $45,000, I
think it might we well that Ron Ziegler be advised of the actual
facts involving RN's departure from the firm.
(1) RN's capital investment in the firm which will be returned to
him is in the neighborhood of $45,000 or $46,000. It is presently
contemplated that this will be paid to him on April 1, 1969.
(2) RN's withdrawal from the firm, effective December 31, 1968,
allows him to share in the undistributed profits for 1968, which
will be between $60,000 and $70,000. It is anticipated that this
will be paid some time in March.
(3) RN has an interest in the firm's backlog of fees due, esti-
mated to be between $200,000 and $220,000. This is paid pursuant
to the firm's partnership agreement which amounts to a total buyout
of his interest. This amount will be paid in semi-annual install-
ments over the next five years beginning June 1, 1969.
50
Edward L. Morgan
ELM/hg
nyant
MEMORANDUM
THE WHITE HOUSE
DETERMINED TO BE AN
4
WASHINGTON
ADMINISTRATIVE MARKING
E.O.
12065, Section 6-102
By
NARS, Date 5-14-82
July 16, 1969
CONFIDENTIAL
TO:
TOD HULLIN
FROM:
EDWARD L. MORGAN
W
SUBJECT: Sale of New York apartment (Closing Statement)
Bebe has been advised. He states he has a good accounting and tax
man who could help with matters if Kalmbach's firm is not so
equipped. I trust we are taking this up with Kalmbach in California
E
# 4
JULY 10, 1969
TO:
ED MORGAN
FROM:
TOD HULLIN
John Ehrlichman would like you to call Bebe Rebozo
per the attached.
July 9 Morgan memo re sale of New York apartment
n/ast
May 16, 1969
Dear Mr. Stillman:
I am very sorry If the President's disclosure has
in any way displeased Mr. and Mrs. Lehrman.
We had not been informed that their identity was in
any way confidential.
In retrospect, I do not know how their identity could
have been kept in confidence for very long, but if we
have contributed to its untimely disclosure please
accept my apology.
Yours sincerely,
John D. Ehrlichman
Counsel to the President
Mr. Stanley W. Stillman
Donovan Leisure Newton & Irvine
Two Wall Street
New York, New York 10005
JDE:jlh
MAY 15 1969
Law Offices of
Donovan Leisure Newton of Irvine
WILLIAM J. DONOVAN
1929-1959
Two Wall Street
TELEPHONE 212 RE 2-4100
GEORGE S. LEISURE
CABLE ADDRESS DONLARD, Y
CARL ELBRIDGE NEWTON
RALSTONE R. IRVINE
New York, N.Y.10005
PARIS OFFICE
THOMAS J. McFADDEN
PEIDER KONZ
OTTO C. DOERING, JR.
COUNSEL
DAVID TEITELBAUM
GRANVILLE WHITTLESEY, JR.
TIME & LIFE BUILDING
CARBERY O'SHEA
17, AVENUE MATIGNON
JAMES R. WITHROW, JR.
PARIS 8°, FRANCE
MALCOLM FOOSHEE
BRECK P. MCALLISTER
TELEPHONE: 225-47-10
JAMES V. HAYES
225-47-95
ROY W. McDONALD
VERNON E. VIG
THEODORE S HOPE,JR
RESIDENT COUNSEL
RICHARD Y. HOLCOMB
GEORGE S. LEISURE, JR
A.VERNON CARNAHAN
LONDON OFFICE
ROBERT M. LOEFFLER
MAHLON F. PERKINS, JR.
May 13, 1969
43 PALL MALL
LONDON S.W.I, ENGLAND
JOHN E. TOBIN
ROBERT F. MORTEN
TELEPHONE 01-839-3551
SAMUEL W. MURPHY, JR.
ROBERT S. OGDEN
WALTER L.STRATTON
RESIDENT COUNSEL
STUART B PEERCE
DOUGLAS V. LEWIS
JULIUS P. FOUTS
WASHINGTON OFFICE
HELMUT F. FURTH
UAS BLUEN NEW
JOHN COOLEY BAITY
1819 H STREET, N.W.
ROGER V. PUGH,JR
KENNETH N.HART
WASHINGTON, 20006
M.LAUCK WALTON
TELEPHONE:202 ME 8-2727
J TRUMAN BIDWELL,JR.
ON LEAVE
ANDREW J. KILCARR
RESIDENT COUNSEL
John D. Ehrlichman, Esq.
White House Counsel
Washington, D. C.
Dear Mr. Ehrlichman:
I know how natural it is for a politician
and his press secretaries to be conscious of publicity
and disclosure and I respect their intention in being
so.
I represent the Lehrmans, however, and they
are not very pleased at their name getting caught up
in the cross-fire of the President disclosing his
financial affairs. Mr. Meyer and Mr. Epstein have
been scrupulous in maintaining confidences here in New
York, and I hope in the future we can count on your
cooperation as well.
With best wishes.
Sincerely yours,
Harry W. Stillin an
Stanley W. Stillman
cc: Mr. Christopher Meyer
Nathan A. Epstein, Esq.
Mr. Lewis E. Lehrman
Mr. George E. Ehret
APRIL 22, 1969
FOR THE PRESIDENT
The apartment has been sold to Mrs. Lewis Stillman Lerman
for $312, 500. The closing date is May 28 and the occupancy
date is June 1.
JOHN D. EHR LICHMAN
5
THE WHITE HOUSE
WASHINGTON
March 14, 1969
MEMORANDUM FOR JOHN EHRLICHMAN
FROM
BUD KROGH
DE
Ritzel called this afternoon to advise that once the
offers are accepted, a formal meeting of the Board of
Directors of the co-op apartment must be held to ap-
prove the offer. Ritzel thinks we probably cannot
close the deal until about April 15, 1969.
Ritzel proposes to sound out the Board of Directors
ahead of time so that the purchaser we select will be
satisfactory to them.
As agreed, he will be sending the names of prospective
purchasers to us as soon as they come in.
E
4
FEBRUARY 10, 1969
TO:
ED MORGAN
FROM:
JOHN EHR LICHMAN
Please write a letter to Dick Ritsel advising him that the President
approves the idea of taking sealed written bids for the apartment.
He does not wish to sell the apartment to Bluhdorn but looks
favorably on selling it to Mrs. Rockefeller.
3.
MEMORANDUM
FEB
THE WHITE HOUSE
WASHINGTON
FEBRUARY 7, 1969
FOR THE PRESIDENT
RE:
SALE OF YOUR APARTMENT
Dick Ritzel reports that his office is being besieged with
potential purchasers.
He will follow up on the Mary Rockefeller and Bluhdorn leads
which Mrs. Nixon gave me, but it is his strong recommendation
that the trustee. bank be permitted to accept sealed bids at a date
and time certain. The trustee and Ritzel (in consultation with you)
will then select the best bidder who may not necessarily be the
highest bidder.
In view of the heavy interest in the apartment, Ritzel does not feel
that it is possible to merely set a price and select a buyer. At any
price other than a totally ridiculous price there will be six or seven
buyers and he will be forced to an embarrassing personal selection.
Therefore, sealed bids (where no one knows who submitted what price)
is perhaps the best way to do it.
Do you approve of the idea of the trustee taking sealed bids?
JOHN D EHRLICHMAN
2