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Source Description
This file contains:
Memo from Frank DeMarco to John Dean III. RE: RMN Estate Plan- Need for immediate "stop-gap" will. 2 pgs. Duplicate not scanned. [Memo], 4/10/1972
Letter from Christopher O'Sullivan to Mrs. Ann Harvey, Assistant to Herbert Kalmbach, returning Mr. DeMarco's power of attorney. 2 pg. [Letter], 11/26/1971
Letter from John Ehrlichman to Herb Kalmbach. 8 pg including attachments. [Letter], 12/27/1971
Memo from Ronald Walker to H.R. Haldeman via Dwight Chapin. RE: "The Milhous Home" Jennings County, Indiana. 1 pg. [Memo], 7/19/1971
Memo from Dwight Chapin to H.R. Haldeman concerning the purchase of property. 1 pg. Attached to previous. [Memo], n.d.
Memo from Ronald Walker to H.R. Haldeman via Dwight Chapin. RE: "The Milhous Home" Jennings County, Indiana. 1 pg. Attached to previous. [Memo], 6/28/1971
Memo from Ken Cole to Rose Woods concerning a donation to Art Fletcher and the United Negro College Fund. 1 pg. [Memo], 12/6/1971
Thank you letter from Richard Nixon to Alvin Moscow. 1 pg. [Letter], 7/18/1974
Letter from Alvin Moscow to Rose Woods concerning Watergate. 1 pg. Attached to previous. [Letter], 6/18/1974
Memo from Rose Mary Woods to Roland Elliott. 1 pg. [Letter], 7/15/1974
Letter from Alvin Moscow to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 6/18/1974
Letter from Phyllis Jackson to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 6/10/1974
Letter from Agnes Waldron to Phyllis Jackson concerning royalties from "Six Crises." 2 pgs. [Letter], 6/7/1974
Letter from Agnes Waldron to Phyllis Jackson concerning royalties from "Six Crises." 2 pgs. [Letter], 5/23/1974
Letter from Agnes Waldron to Alvin Moscow concerning royalties from "Six Crises." 1 pg. [Letter], 5/23/1974
Memo from Dick Hauser to Agnes Waldron. Subject: Royalties to Alvin Moscow. 1 pg. [Memo], 5/23/1974
Letter from Alvin Moscow to Rose Mary Woods concerning royalties from "Six Crises." 1 pg. [Letter], 5/22/1974
Letter from J. Fred Buzhardt to Loie Gaunt concerning royalties from "Six Crises." 1 pg. [Letter], 5/22/1974
Letter from Alvin Moscow to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 3/5/1974
Memo from Richard Hauser to Agnes Waldron. Subject: Alvin Moscow- Six Crises. 3 pgs. [Memo], 2/27/1974
Letter from Alvin Moscow to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 2/1/1974
Letter from Phyllis Jackson to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 1/30/1974
Letter from Agnes Waldron to Alvin Moscow concerning royalties from "Six Crises." 1 pg. [Letter], 12/7/1973
Letter from Alvin Moscow to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 11/30/1973
Scholar Source Context
Document identity
localId
26126392
label
WHSF: Returned, 17-2
core
doc
dtoType
document
citationUrl
pageCount
1
Source metadata
id
26126392
sourceUrl
contentType
document
title
WHSF: Returned, 17-2
description
This file contains:
Memo from Frank DeMarco to John Dean III. RE: RMN Estate Plan- Need for immediate "stop-gap" will. 2 pgs. Duplicate not scanned. [Memo], 4/10/1972
Letter from Christopher O'Sullivan to Mrs. Ann Harvey, Assistant to Herbert Kalmbach, returning Mr. DeMarco's power of attorney. 2 pg. [Letter], 11/26/1971
Letter from John Ehrlichman to Herb Kalmbach. 8 pg including attachments. [Letter], 12/27/1971
Memo from Ronald Walker to H.R. Haldeman via Dwight Chapin. RE: "The Milhous Home" Jennings County, Indiana. 1 pg. [Memo], 7/19/1971
Memo from Dwight Chapin to H.R. Haldeman concerning the purchase of property. 1 pg. Attached to previous. [Memo], n.d.
Memo from Ronald Walker to H.R. Haldeman via Dwight Chapin. RE: "The Milhous Home" Jennings County, Indiana. 1 pg. Attached to previous. [Memo], 6/28/1971
Memo from Ken Cole to Rose Woods concerning a donation to Art Fletcher and the United Negro College Fund. 1 pg. [Memo], 12/6/1971
Thank you letter from Richard Nixon to Alvin Moscow. 1 pg. [Letter], 7/18/1974
Letter from Alvin Moscow to Rose Woods concerning Watergate. 1 pg. Attached to previous. [Letter], 6/18/1974
Memo from Rose Mary Woods to Roland Elliott. 1 pg. [Letter], 7/15/1974
Letter from Alvin Moscow to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 6/18/1974
Letter from Phyllis Jackson to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 6/10/1974
Letter from Agnes Waldron to Phyllis Jackson concerning royalties from "Six Crises." 2 pgs. [Letter], 6/7/1974
Letter from Agnes Waldron to Phyllis Jackson concerning royalties from "Six Crises." 2 pgs. [Letter], 5/23/1974
Letter from Agnes Waldron to Alvin Moscow concerning royalties from "Six Crises." 1 pg. [Letter], 5/23/1974
Memo from Dick Hauser to Agnes Waldron. Subject: Royalties to Alvin Moscow. 1 pg. [Memo], 5/23/1974
Letter from Alvin Moscow to Rose Mary Woods concerning royalties from "Six Crises." 1 pg. [Letter], 5/22/1974
Letter from J. Fred Buzhardt to Loie Gaunt concerning royalties from "Six Crises." 1 pg. [Letter], 5/22/1974
Letter from Alvin Moscow to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 3/5/1974
Memo from Richard Hauser to Agnes Waldron. Subject: Alvin Moscow- Six Crises. 3 pgs. [Memo], 2/27/1974
Letter from Alvin Moscow to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 2/1/1974
Letter from Phyllis Jackson to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 1/30/1974
Letter from Agnes Waldron to Alvin Moscow concerning royalties from "Six Crises." 1 pg. [Letter], 12/7/1973
Letter from Alvin Moscow to Agnes Waldron concerning royalties from "Six Crises." 1 pg. [Letter], 11/30/1973
citationUrl
collections
Richard M. Nixon's Returned Materials Collection
Returned White House Special Files
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26126392
generalNotes
This archival description was reviewed and not revised as part of the NARA reparative description initiative on October 31, 2023. The word “Negro” used in the Title was determined to be part of the name of an organization. Original archival records have not been altered.
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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
17
2
04/10/1972
Memo
Memo from Frank DeMarco to John Dean
III. RE: RMN Estate Plan- Need for
immediate "stop-gap" will. 2 pgs. Duplicate
not scanned.
17
2
11/26/1971
Letter
Letter from Christopher O'Sullivan to Mrs.
Ann Harvey, Assistant to Herbert Kalmbach,
returning Mr. DeMarco's power of attorney.
2 pg.
17
2
12/27/1971
Letter
Letter from John Ehrlichman to Herb
Kalmbach. 8 pg including attachments.
17
2
07/19/1971
Memo
Memo from Ronald Walker to H.R.
Haldeman via Dwight Chapin. RE: "The
Milhous Home" Jennings County, Indiana. 1
pg.
17
2
n.d.
Memo
Memo from Dwight Chapin to H.R.
Haldeman concerning the purchase of
property. 1 pg. Attached to previous.
17
2
06/28/1971
Memo
Memo from Ronald Walker to H.R.
Haldeman via Dwight Chapin. RE: "The
Milhous Home" Jennings County, Indiana. 1
pg. Attached to previous.
Monday, May 18, 2009
Page 1 of 4
Box Number Folder Number Document Date Document Type Document Description
17
2
12/06/1971
Memo
Memo from Ken Cole to Rose Woods
concerning a donation to Art Fletcher and the
united Negro College Fund. 1 pg.
17
2
07/18/1974
Letter
Thank you letter from Richard Nixon to
Alvin Moscow. 1 pg.
17
2
06/18/1974
Letter
Letter from Alvin Moscow to Rose Woods
concerning Watergate. 1 pg. Attached to
previous.
17
2
07/15/1974
Letter
Memo from Rose Mary Woods to Roland
Elliott. 1 pg.
17
2
06/18/1974
Letter
Letter from Alvin Moscow to Agnes
Waldron concerning roylaties from "Six
Crises." 1 pg.
17
2
06/10/1974
Letter
Letter from Phyllis Jackson to Agnes
Waldron concerning roylaties from "Six
Crises." 1 pg.
17
2
06/07/1974
Letter
Letter from Agnes Waldron to Phyllis
Jackson concerning roylaties from "Six
Crises." 2 pgs.
Monday, May 18, 2009
Page 2 of 4
Box Number Folder Number Document Date Document Type Document Description
17
2
05/23/1974
Letter
Letter from Agnes Waldron to Phyllis
Jackson concerning roylaties from "Six
Crises." 2 pgs.
17
2
05/23/1974
Letter
Letter from Agnes Waldron to Alvin
Moscow concerning roylaties from "Six
Crises." 1 pg.
17
2
05/23/1974
Memo
Memo from Dick Hauser to Agnes Waldron.
Subject: Royalties to Alvin Moscow. 1 pg.
17
2
05/22/1974
Letter
Letter from Alvin Moscow to Rose Mary
Woods concerning roylaties from "Six
Crises." 1 pg.
17
2
05/22/1974
Letter
Letter from J. Fred Buzhardt to Loie Gaunt
concerning roylaties from "Six Crises." 1 pg.
17
2
03/05/1974
Letter
Letter from Alvin Moscow to Agnes
Waldron concerning roylaties from "Six
Crises." 1 pg.
17
2
02/27/1974
Memo
Memo from Richard Hauser to Agnes
Waldron. Subject: Alvin Moscow- Six
Crises. 3 pgs.
Monday, May 18, 2009
Page 3 of 4
Box Number Folder Number Document Date Document Type Document Description
17
2
02/01/1974
Letter
Letter from Alvin Moscow to Agnes
Waldron concerning roylaties from "Six
Crises." 1 pg.
17
2
01/30/1974
Letter
Letter from Phyllis Jackson to Agnes
Waldron concerning roylaties from "Six
Crises." 1 pg.
17
2
12/07/1973
Letter
Letter from Agnes Waldron to Alvin
Moscow concerning roylaties from "Six
Crises." 1 pg.
17
2
11/30/1973
Letter
Letter from Alvin Moscow to Agnes
Waldron concerning roylaties from "Six
Crises." 1 pg.
Monday, May 18, 2009
Page 4 of 4
MEMORANDUM
April 10, 1972
TO:
John W. Dean, III
FROM: Frank DeMarco, Jr.
RE:
RMN Estate Plan - Need for Immediate "Stop-gap" Will
Pending finalization of the revised estate plan,
we recommend the execution of a new temporary or stop-gap
Will to remedy the problems which are apparent should the
testator die with the existing New York Will in effect.
Basis structure would be as follows:
I. Declare California residency.
A. This reaffirms the fact of California
residency as heretofore evidenced by California voting
registration.
B. Claimed California residency has been the
basis for no income tax liability under New York law since
1969.
C. Declaration of New York residency in
existing Will would subject the estate to a New York
inheritance tax as well as a California inheritance tax
on certain portions.
II. Do not attempt to classify status of property
as "separate", "quasi-community" or "community" in Will.
Merely recite Will as intending to pass all property.
III. Disposition of the entire estate, depending
upon the testator's wishes as of now, can be by means of
either of the following two options:
A. Create usual California marital deduction
type Will, with a marital trust and a residual trust.
1. Value of one-half husband's separate
property and equivalent value of one-half interest in the
quasi-community and community property passes to wife's
trust, with income to her for her life with powers of inva-
sion of corpus for her needs and with the balance, at her
death, as she appoints in her Will.
2. Value of one-half husband's separate
property and equivalent value of one-half interest in quasi-
community and community property passes to the residual
trust exclusively for charitable purposes. (Fund this trust
with nonsensitive papers.)
B. Create two trusts, substantially as in
paragraph A above, but providing, however, that wife has no
testamentary power over any portion of the marital trust,
and at her death, income to the two daughters for their
respective lives, and upon their respective deaths, to their
children outright free of trust.
Note: Gift Tax Consequences. No
marital deduction allowed under these circumstances. Value
of wife's share of community property will be a taxable gift
to husband's estate, payable at husband's death.
IV. A new executor should be named. Preferably a
California resident to avoid bonding problems. Should also
be someone familiar with Presidential Papers, as it will be
necessary to segregate papers as between "sensitive" and
"nonsensitive". (H. R. Haldeman still qualifies as a California
resident under the Code, since he is temporarily away from
the state in governmental service.)
V. Terminate all existing joint tenancies.
It is to be emphasized that the foregoing does not
constitute our recommendation for the overall estate plan,
but merely as a temporary measure to cure obvious pitfalls
in the event of an untimely death prior to finalization of
the estate plan.
It
File under De marco, Frank
X
C.F.ppia PP13
Key Biscayne Bank
JL
PR5
AND
TRUST
COMPANY
DIRECTORS
KEY BISCAYNE, FLORIDA 33149
ROBERT ABPLANALP
WALTER ETLING
November 26, 1971
FRANK B. RACKLEY
CHARLES G. REBOZO
THOMAS H. WAKEFIELD
Mrs. Ann Harvey
Administrative Assistant to Herbert W. Kalmbach
Suite 900, Newport Financial Plaza
x
550 Newport Center Drive
Newport Beach, California 92680
Dear Mrs. Harvey:
We are returning Mr. DeMarco's power of attorney. Would
you kindly have President Nixon sign where indicated.
Very truly yours,
Such
Christopher O'Sullivan
Vice President
COS/cb
Enclosures
signed 1/10/72
RECEIVED
NOV 301971
RECEIVED
KALMBACH, DeMARCO,
KNAPP & CHILLINGWORTH
JAN 1 1 1972
LAW OFFICES
CENTRAL FILES
POWER OF
ATTORNEY
KNOW ALL MEN BY THESE PRESENTS, That'de
hereby constitute.
Frank De Marco Jr.
" true and lawid attorney 101 DE and 1A my name: to Craw N4R will draver checks, drafts, 00.72, of
other orders for the payment of money from my account ID the
Key Biscayne Bank & Trust Co indorse checks. notes. all. certificate
asserments owner OF had by me for deposit in said account or int collection or discount by sall barn: L.
or other instruments payable at said bank. to waive demand, protect and notice of protest and discribed of and
other instrument nouse. drawn. or indorsed by me, or on my
i hereby authorize
hinor, receive or pay all such instruments signed in accordance with the 100 soing AUTHORITY even though AND
pid ACORD or renumed by him for cashing. or delivered. or used in payment of the individual origation .: such
to his personal are unt, and said bank shall not be required to inquire as to the cusumations of the or
in accordance with the foregoing authority. or the application. or disposition of such restrument, or the process owned
In consideration of the recognition of this power of attorney by
1 hereby agent for
representatives to indemnify and save harmless the said
from ANY loss or damage that it way austals. th whing
'so spparent authority of this power after its remination. by operation of isw or otherwise, but before scinal notice turned is receive
the said
and such of in departments. offices. branches. was
may be conserned.
The following is & specimen of the handwriting and form of signature to be used it the TOYORK
Richard WL. Nilxon
By Fronk De
Autority-in
WITNESS my hand and aral this
day of
Justil 200
Witnessee
My
C.F.
PP13-9
December 27, 1971
Dear Herb:
Attached is the proposed Estate Plan prepared
by Mudge, Rese, Guthrie & Alexander. Once
you have had an opportunity to review it, I'd
appreciate having your thoughts.
Best personal regards and best wishes for a
happy holiday season.
Yours sincerely,
John John D. Ehrlichman
Assistant to the President
for Demestic Affairs
Mr. Herb Kahnbach
Kalmbach, DeMarco, Knapp
& Chillingworth
550 Newport Center Drive
Newport Beach, California 92660
Attachment
5
SUMMARY
The following is a summary of the attached Memorandum of Estate
Plan.
Five documents will be executed:
1. An Irrevocable Literary Trust. This trust will be created
by the President and will be the depository of all memorabilia,
papers, recordings, films, etc. ("materials") prepared by or for
members of the Administration other than the President and Mrs.
Nixon. This trust will also ultimately receive the "materials" of
the President and Mrs. Nixon from the Revocable Literary Trust.
2. A Revocable Literary Trust. This trust will be created by
the President and Mrs. Nixon and will be the depository for all
"materials" prepared by or for the President or Mrs. Nixon. It will
be revocable only by the joint action of the President and Mrs. Nixon.
3. A Free Assets Trust. This trust will be created by the
President and Mrs. Nixon and can be revoked during their joint lives
by either of them. All or substantially all of the assets other
than "materials" will be transferred to this trust and will provide
for the support of Mrs. Nixon, if she survives the President, and
for Patricia and Julie after her death. It will also include pro-
visions for the maintenance of the San Clemente home. A problem
exists as to the sufficiency of assets to carry out the wishes of
the President as to the San Clemente home. (See p. 2 of attached
Memorandum, heading "Problem") This should be discussed with the
President.
4. A Will for the President and a Will for Mrs. Nixon. These
Wills will bequeath any of the President's or Mrs. Nixon's "materi-
als" not previously transferred to the Revocable Literary Trust to
the Irrevocable Literary Trust upon their respective deaths. All
other assets will be devised and bequeathed to the Free Assets
Trust.
5. The following items are left open in the Memorandum for
consideration by the President:
A. Who are to be the Trustees of the Irrevocable Literary.
Trust?
B. Who are to be the Trustees of the Revocable Literary Trust?
C. The President will be Trustee of the Free Assets Trust.
Mr. Rebozo will be his successor. Successors to Mr.
Rebozo should be named.
D. Who are to be the Executors of the President's and
Mrs. Nixon's Wills?
E. Does the President wish to leave any legacies to Patricia,
Julie or any other persons, e.g., Rose Mary or the
Sanchezes?
F. Does Mrs. Nixon wish to leave any legacies (jewelry, etc.)
6. A Flow Chart is attached.
ESTATE PLAN
Disposable Assets
A. Materials consisting of memorabilia and papers,
recordings, films, etc., prepared by or for the President or
Mrs. Nixon.
B. Materials prepared by or for other members of
the Administration. Commitments are to be made to permit the
President to dispose of these materials as he desires.
C. "Free" assets, as follows:
Real Estate
San Clemente Property
$380,000
Other
450,000
$830,000
Cash or Equivalent
Bank Deposits, Savings
Bonds and Receivables
$310,000
Face Value of Life
Insurance
210,000*
520,000
Tangible Personal Property
Office Furniture
$ 6,000
Furniture at San Clemente
55,000
61,000
Gross free assets
$1,411,000
Liabilities
Mortgage on San Clemente
Property
$305,000
Other Debt
220,000
(525,000)
Net free assets
$ 886,000
In addition, Mrs. Nixon will be entitled to receive an annuity
from the Government which, under present law, is set at $20,000
a year.
* Including $90,000 of term insurance which may at
some time be terminated because of excessive cost.
2
Objectives
A. All materials are to be sorted, classified and, where
necessary, destroyed, in accordance with directions from the
President and with a view toward the eventual permanent deposit
of those materials not destroyed at a Presidential library.
No persons other than those selected by the President, or
through procedures approved by him, should be in a position to
participate in or interfere with the processing and disposition
of materials.
B. All of the free assets are, upon the President's death,
to be held in trust for the benefit of Mrs. Nixon and, after
her death, for Patricia and Julie. The San Clemente residence
or a substitute home of the same standard is to be maintained
for Mrs. Nixon. Mrs. Nixon is also to be provided with an
annuity in an amount sufficient to provide her with a pre-tax
income of $36,000 annually, after taking into account her
statutory annuity of $20,000 as the President's widow.
Estate and Inheritance Taxes
As indicated, all of the materials are to be committed
to the Presidential library and, upon the death of either the
President or Mrs. Nixon, all of the free assets are to be held
for the benefit of the survivor. With such a dispositive scheme,
as long as the value of certain of the materials exceeds the
value of all of the free assets and if certain technical require-
ments of the estate tax law are satisfied, there will be no
federal or California estate or inheritance taxes payable upon
the death of the first to die as between the President and Mrs.
Nixon. It is felt safe to assume that the above conditions
will be satisfied.
Problem as to Disposition of Free Assets
The net value of the free assets is approximately
$886,000, slightly less than one-half of which is represented
by the value of the San Clemente residence and its furnishings.
Thus, if San Clemente is to be retained, even with a no-tax
estate, the free assets will only have $451,000 in earning
power. At an assumed 5% yield, this translates into an annual
income of $22,550. Since $16,000 per year will have to be added
to Mrs. Nixon's $20,000 government annuity to provide her with
an annual income of $36,000, only $6,550 will be available from
the income of the free assets for maintenance of the San
Clemente residence. Clearly, therefore, annual invasions of
principal will be necessary which will, in turn, reduce the
3
annual income and could eventually result in total exhaustion of
the free assets exclusive of the San Clemente residence well
within Mrs. Nixon's life expectancy. For example, if the annual
cost of maintaining the San Clemente home was a constant $40,000,
the first annual invasion of principal would be $33,450, the
second somewhat higher, and succeeding invasions even higher.
At such a rate the free assets would be exhausted in the eleventh
year following the President's death.
This problem can be resolved only by increasing the
in
earning power of the free assets or by substituting a home for
by
the San Clemente residence which is substantially less expensive
to maintain. As to the first alternative, it would be possible,
without adverse tax consequences, to provide that the Trustees
of the Revocable Literary Trust, described below, should, upon
the President's death, sell certain non-sensitive materials of
a value of say, $1,000,000 and dispose of the proceeds in the
same manner as the free assets. The earning power of the free
assets would thus be increased by $1,000,000. Presumably, the
sale could be made to persons who would thereafter contribute
them to the Presidential library. Although there is no legal
obstacle to such an arrangement, it is thought that the question
of whether or not to use materials to raise funds in this manner
can only be resQlved by the President himself.
Recommended Estate Plan
It is not expected that community property or other
local law problems would be created by the adoption of the
estate plan recommended herein. Nevertheless, California
counsel will be consulted before any of the documents described
below are executed. Also, it must be emphasized that the
recommended plan is based on the President's current and fore-
seeable financial and personal situation. The plan must,
therefore, be reviewed periodically to determine whether changes
are required. Subject to those qualifications, five documents
would have to be executed to implement the recommended plan:
1. The Revocable Literary Trust. This trust will be
fully revocable by the joint action of the President and Mrs.
Nixon during their lifetimes, and as to the portion remaining
after Mrs. Nixon's death (approximately one-half of the materi-
als) by the President alone. The joint revocability provision
is necessary to avoid gift tax problems.
All existing materials of the President and Mrs. Nixon
will be transferred to this trust for sorting, classification
and, where appropriate, destruction. Periodically, materials
4
coming into existence in the future will also_be transferred to
this trust. The sorting, classification and destruction will
be carried out pursuant to instructions issued by the President
and with a view toward the eventual permanent deposit of those
materials not destroyed at a Presidential library. The President
alone or the President and another or others selected by him
will be the initial Trustees. The President alone will have
the power during his lifetime to remove Trustees and appoint
successors.
If Mrs. Nixon predeceases him, the President or his
designee will select materials from those held in this trust to
be transferred to the Irrevocable Literary Trust, described
below, and thus committed to uses which qualify for an estate
tax deduction. It is necessary that the value of the materials
selected must be sufficient to ensure that no estate tax will
be payable. Approximately one-half of the materials will ac-
complish this. Upon the President's death, whether or not Mrs.
Nixon survives him, all of the materials held in this trust will
be transferred to the Irrevocable Literary Trust.
2. The Irrevocable Literary Trust. All materials
prepared by or for other members of the Administration will be
conveyed to this trust, subject to a right in the Trustees to
reject for destruction any materials so conveyed. Materials
accepted by the Trustees will be sorted and classified in the
same manner as those materials transferred to the Revocable
Literary Trust. Provisions identical to those of the Revocable
Literary Trust will be inserted as to the appointment and
removal of Trustees during the President's life. After the
President's death, the remaining Trustees will have the power
to appoint successors and to remove Trustees appointed by them,
but only to the extent that the President has not provided for
the appointment of successor Trustees. For technical reasons,
at least one Trustee of this trust should not be a Trustee of
the Revocable Literary Trust.
The assets of this trust will be irrevocably committed
to uses which qualify for gift and estate tax deductions. The
Trustees will, however, have the option of directly engaging
in qualified activities by making materials available for re-
search and study or by transferring them either to the Government
or some other charitable or educational entity for eventual
deposit in the Presidential library.
A ruling will be obtained from the I.R.S. that transfers
to this trust are exempt from both gift and estate taxes. With
5
such a ruling, tax-exempt transfers of materials to this trust
can freely be made by other members of the Administation and
by the Trustees of the Revocable Literary Trust. This trust
must be created now, however, because if materials of other
members of the Administration were transferred to the Revocable
Literary Trust, the transferor would be deemed to have made
a gift to the President.
3. The Free Assets Trust. This trust is to be
created now and all of the free assets will be transferred to
it. The President will be the first Trustee of this trust,
and Mr. Rebozo will be his successor. Further successors will
have to be determined. The trust will be fully revocable
during the President and Mrs. Nixon's joint lives and there will
be no change in the income tax status of any asset transferred
to it. A trust is necessary, however, because, as the majority
of the free assets are now owned (jointly), the survivor as
between the President and Mrs. Nixon would, without regard to
the provisions of the other's Will, become the outright owner
upon the death of the first to die. Moreover, a transfer of
Mrs. Nixon's interests to the President, to bring them under
his Will, would be a taxable gift. Thus, unless all of the
free assets are transferred to a trust at the present time,
any attempt in the Will of the President to place all of the
free assets in a trust for Mrs. Nixon's benefit would fail.
During the joint lives of the President and Mrs. Nixon,
income or principal will be payable on demand. After the
President's death, Mrs. Nixon will be entitled to an annual
amount to provide her with an income of $36,000 per year, in-
cluding her Government pension. If the President is the survivo:
he will have absolute control over the trust. If Mrs. Nixon
is the survivor, her control will not be absolute but she must,
for tax reasons, have a general power to dispose of the principal
by her Will. Subject to the resolution of the problem mentioned
above as to the retention of the San Clemente residence, that
residence will be retained or disposed of as appropriate. Upon
the death of the survivor, separate trusts will be created for
Patricia and Julie, if living, or for their children. The exact
terms of these trusts are to be discussed with the President.
4. Wills. Both the President and Mrs. Nixon will
execute new Wills to dispose of any property not previously tran.
ferred to the three trusts. Some accumulation of materials is
sure to have occurred during the interval between the date of th.
last periodic transfer and the date of death. Thus, in each Will
materials will be bequeathed to the Irrevocable Literary Trust
and free assets to the Free Asset Trust. In addition bequests
of tangible personal property such as jewelry, clothing and hous
hold furniture, as well as some small bequests to friends or
employees will be included in each Will, as desired.
All Property of President and
Mrs. Nixon, including free
assets, memorabilia and papers
Papers of
Cabinet and
Materials
Staff Members
Free assets
transferred
transferred
at present and
at present,
periodically
in future, if
in future
prior to death
necessary and
by Wills
Materials transferred
Materials
currently, in future,
transferred
and possibly by Will
by Wills
REVOCABLE LITERARY TRUST
FREE ASSETS TRUS
Trustees to sort, classify
Income to surviv.
and, where necessary,
destroy
for life, with
power to invade
principal
On death of Mrs.
On death of
Nixon prior
President
to President
whether or
approximately
not Mrs.
one-half of
Nixon survives,
materials to
all materials
be transferred
Upon death of surv
to be
Free Assets Trust
transferred
to be divided into
separate trusts
IRREVOCABLE LITERARY TRUST
TRUST FOR
TRUST FO1
PATRICIA
JULIE
Materials irrevocably
committed to uses which
Provisions
Provisio.
qualify for estate and
to be
to be
gift tax deductions,
determined
determin
by the
by the
President
President
Option in Trustees to
7
transfer or loan to
Upon death of income
Presidential Library
beneficiary principal
to be paid over to
issue, outright or in
trust depending upon in
ET
CONF IDENTIAL
)
C.F:
5
MEMORANDUM
PP5-4
DETERMINED TO BE AN
THE WHITE HOUSE
WASHINGTON
By E.O. RJP 12356, Section NARS, Date 1.1 3/22/83
July 19, 1971
PRI4-10 New we Heb + Stanla see
RA
ADMINISTRATIVE MARKING
STIH
PR18
MEMORANDUM FOR: MR. H. R. HALDEMAN
VIA:
DWIGHT L. CHAPIN
FROM:
RONALD H. WALKER W
alex Rew/c
(Mike Duval)
A
RE:
11 THE MILHOUS HOME", JENNINGS COUNTY, INDIANA
HAROld Crawford, current owners of the place where the President's mother
By way of follow-up to our memorandum of June 28th, NF. Mr. and Mrs. No
was born, will be in Washington July 29-31, 1971. They will be
attending a convention and are scheduled to take a private White
House tour on Thursday, July 29th at 1:00 p.m.
Should it be desirable to contact them concerning selling the property
to the President, this might be an appropriate opportunity.
1971. mid lorking now. us looking oN property.
In. keep
JUL 27 1571
CENTRAL FILES
THE WHITE HOUSE
WASHINGTON
DATE
June 28,1971
TO:
H.R. HALDEMAN
FROM: DWIGHT CHAPIN
FYI
PLEASE HANDLE
OTHER:
High Priority
1. President to buy property
to be handled by
Kalmbach H. then prentit out.
Playitist -
Dean
2. RN Foundation to buy -
to be handled by
Kalmbach
HRH
3. Other
MEMORANDUM
High Priority
THE WHITE HOUSE
WASHINGTON
June 28, 1971
MEMORANDUM FOR:
MR. H. R. HALDEMAN
VIA:
MR. DWIGHT L. CHAPIN
FROM:
RONALD H. WALKER
M
(Mike Duval)
RE:
"The Milhous Home", Jennings County, Indiana
The land in Jennings County on which the President's mother was born
is now owned by Mr. and Mrs. Harold Crawford. They purchased the
property (120 acres) in the Fall of 1969 for $100 per acre (according
$12,000.00
to Mr. Crawford). The land contains the foundations of the Milhous
home (it burned down in 1968) and one shed which was standing when
the President's mother was born. Mr. Crawford is currently farming
about 40 acres with soybeans and a little tobacco.
According to the Crawfords', Harold's great-great grandfather, Thomas
Milhous, was the brother of the President's great-grandfather, J. V. Nixon.
Harold Crawford, a distinguished-looking and pleasant man in his fifties,
is an engineer for an architect/engineering firm (SIECO) in Columbus,
Indiana (just North of Jennings County). His address and telephone
numbers are:
1615 - 35th Street
Columbus, Indiana
Home - 812/372-2321
Office - 812/372-9911
The Crawfords purchased the property (known locally as the "Milhous
Home') partly because of its Nixon history. Nevertheless, I have a
feeling that he would be willing to sell all or a part to the President.
done
garl
C.F.
PP 3
DETERMINED TO BE AN
ADMINISTRATIVE MARKING
By RJP NARS, Date 3/22/83
E.O. 12356 Section 1.1
December 6, 1971
#
CONPIDENTIAL
MEMORANDUM FOR
ROSE WOODS
The President asked me to follow up with you his commit-
ment to Art Fletcher, made during the Thursday, December 2,
meeting to give Art a personal check - the President said
he would make it out directly to Art Fletc IN - for the
United Negro College Fune. the President told Art Fletcher
that he could use the check in any way that he wanted.
I'm not sure what the next step is here. Do you want me
to follow up with Fletcher, or will you go ahead?
KEN COLE
CC: John Ehrlichman
John Dean
C.F.
The Western White House
San Clemente
PPI
PR5-2
July 18, 1974
Dear Al:
Rose Mary has brought to my attention
your letter to her of June 18. Because
I have always considered you a "pro
when it comes to politics, I was partie-
ularly interested in your comments
about the current situation and how it
evolved. I greatly appreciated your
words of encouragement and goodwill,
and this note brings with It my thanks
and warm personal regards.
Sincerely,
RICHARD NIXON
Mr. Alvin Moscow
309 Greenwich Avenue
Greenwich, Connecticut 06830
RN:MAF:RLE:blh
RECEIVED
JUL 23 1974
CO
CENTRAL FILES
Albin Moscow
fyr
3°9 Greenwich Avenue, Greenwich, Ct. 06830
293 869'2137
June 18, 1874
Dear Rose Mary
Many many thanks for the check covering my share
of royalties on SIX CRISES. I must admit that I was
misled into believing the amount was five times greater
and if I had knowna the correct amount due, I would not
have troubled you during these hectic days.
Each time I see a new analysis or revelation on
Watergate, I think back to the very first time I met
you and you complained then, in 1961, of the Bill Lawrence
election story of the flight into Idaho and how I could
hardly believe what you said and then afterwards, upon
checking, found that you were so right. In all the welter
of Watergate stories, I have yet to. see an over-all view
of the affair told from the White H use point of view,
giving the rationale of how and why O it happened.
Someone ought to do it. Even perhaps the President
at some appropriate time. What is needed, I think, is an
explanation of how it happened in the context of traditional
American election campaigns, the honest mistakes made
by over-zealousd campaigners and the natural inclination
of anyone to avoid admitting errorse and excesses.
I hope and trust the tide is turning simply by the
force of time alone, bolstered by the President's historic
success in foreign affairs and by the perspective now
given on the press' outrageous handling of Henry Kissinger.
As ever,
Ae.
Miss Rose Mary Woods
The White House
Washington, D. C.
THE WHITE HOUSE
WASHINGTON
To Roland Date Elliott 7/15/74
From Rose Mary Woods
FYI
Please Handle r
Please have letters
prepared to there
three people.
Thanks
Albin Moscow
C.F.
309 Greenwich Avenue, Greenwich, Ct. 06830
PPI
203 869/2137
FG6-11-1/7aldson
agnes
June 18, 1974
Mossow. alven
Dear Agnes:
Many many thanks for all your efforts on
getting the payment on SIX CRISES to me. I must
say that I was mislead into believing the amount
owed was five times greater and if I had known
the correct amount due, I would not have badgered
you as I did.
May all the other problems of the adminis-
tration ultimately be solved as successfully.
As ever,
the
Ms. Agnes Waldron
Office of the Press Secretary
The White House
Washington, D. C.
PPI
IFA
F.
FG6-11-1/
INTERNATIONAL FAMOUS AGENCY
Waldron A.
June 10, 1974
Miss Agnes Waldron
The White House
Washington, D.C.
Dear Miss Waldron:
I acknowledge, with thanks, the breakdown
of monies due A1 Moscow on his work for SIX
CRISES. I now understand the $2971.15 check.
For your records, please make note that all
future checks should be made payable to International
Famous Agency and addressed to me here at 1301 Avenue
of the Americas.
Very truly yours,
Phyllis tackson
Phyllis Jackson
PJ/gf
CC: Alvin Moscow
1301 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10019 (212) 556-5600 CABLE: FAMOIJSAGE NEW YORK
LOS ANGELES
LONDON
PARIS
ROME
A DIVISION OF MARVIN JOSEPHSON ASSOCIATES 5 INC
C.
PP /
Waldon,
egree
June 7, 1974
Dear Mrs. Jackson:
Attached is a computation made to arrive at
the royalties due Al Moscow for his work
onx'Six Crises".
I hope that this, along with the statement from
Doubleday that I sent you earlier, will clarify
this matter.
Sincerely,
Agney Waldron
Mrs. Phyllis Jackson
International Famous Agency
1301 Avenue of the Americas
New York, New York 10019
COMPUTATION OF ROYALTIES DUE ALVIN MOSCOW
Royalties Earned to Date
$91,529.91
Less:
Advance on Royalty
$60,000
Indexing
140
Promotion Expense
7,309.39
Purchases
531.40
$67,980.79
-67,980.79
Total Payments
$23,549.12
Amount Due Mr. Moscow
Twenty-five percent of Royalty Payments
(25% X 23,549.12).
$ 5,887.28
Less:
Payment 8/15/62
$ 2,439.84
Payment 3/13/64
476.29
$ 2,916.13
- 2,916.13
Total Due Moscow
$ 2,971.15
May 23, 1974
C.F.
PP /
Dear Mrs. Jackson:
six Crises
At long last I enclose a check in the amount of
$2, 971. 15 for Alvin Moscow. I am also enclosing
Moscow, alain
a copy of the latest royalty statement Issued by
X
Doubleday.
I greatly regret that it has taken so long to take
FGG-11-1/Waldron,
care of this matter.
agree
Sincerely,
Agnes Waldron
Assistant to the
Press Secretary
Mrs. Phyllis Jackson
International Famous Agency
1301 Avenue of the Americas
New York, New York 10019
AW/AW/cm
Harco
QUALITY
RICHARD M. NIXON
No 20879
PATRICIA R. NIXON
63-138
631
KeyBiscayne Bank ISLAND PARADISE" KEY BISCAYNE FLORIDA
May 22,
1974
PAY Two thousand nine hundred seventy-one and 15/100
DOLLARS $2,971.15
TO
RICHARD M. NIXON
THE
PATRICIA R. NIXON
ORDER
ALVIN MOSCOW
OF
Road Many Thoods
⑉⑆0631⑉0138⑆
2⑉0527⑈
NO.BOS
RICHARD M. NIXON - PATRICIA R. NIXON
DATE
DESCRIPTION
AMOUNT
22 May 74
percentage of royalty due, per contract
$2,971.15
DETACH AND RETAIN THIS STATEMENT
THE ATTACHED CHECK is IN PAYMENT OF ITEMS DESCRIBED ABOVE IF NOT CORRECT PLEASE NOTIFY us PROMPTLY. NO RECEIPT DESIRED
May 23, 1974
Dear Ali
Today I mailed a check to Phylis Jackson for $2971. 15.
I am incapable of expressing my chagrin that this rela-
tively simple matter took 80 long to straighten out. Let
me assure you that it was not because I failed to push
and prod. Certainly, should this matter come up again,
I would hope it could be handled with dispatch as it should
be.
Sincerely,
Agnes Waldron
Assistant to the
Press Secretary
Mr. Alvin Moscow
111 West Hill Road
Stamford, Conn. 06830
AW/AW/rh
THE WHITE HOUSE
WASHINGTON
May 23, 1974
MEMORANDUM FOR:
AGNES WALDRON
FROM:
DICK HAUSER RACT
SUBJECT:
Royalties to Alvin Moscow
Enclosed please find a check payable to Alvin Moscow in the
amount of $2, 971. 15 and the latest statement from Doubleday & Co.
Both the check and the statement should be sent to International
Famous Agency, 1301 Avenue of the Americas, New York, New York
10019, as agents for Alvin Moscow, attention Phyllis Jackson.
Albin Moscow
3°9 Greenwich Avenue, Greenwich, Ct. 06830
203 869'2137
May 22, 1974
Miss Rose Mary Woods
The White House
Washington, D. C.
Dear Rose Mary:
As much as I hate to bother you at a time like this,
I cannot seem to break through any other way on what should
be a simple routine matter at the White House. So, for
old time's sake, would you check this out for me and let
me know what the trouble has been:
Last September, my literary agent of IFA wrote the
President, asking for an accounting and share of royalties
due me on sales of SIX CRISES. Fred Buzhardt collected
and presented the necessary data for the President's review.
On March 18th last, the President ordered that a check
be issued and sent to me along with the latest royalty
statement on SIX CRISES, as per our contractural agreement.
I was told to expect them in a week or ten days.
No check, no royalty statement has arrived. Agnes Waldron
has tried and has been unable to find out who is handling
this or why the President's order of March 18th has not
been carried out.
So, dear Rose Mary, as a favor, could you pick up
the phone and check this out and, if necessary, see to it
that the check and royalty statement gets put in the mail.
I've been on tenterhooks, diverted from my own work,
frustrated and completely in the dark, not to mention my
need for the money. Please try to get back to me as soon
as you can on what you learn.
With profound good wishes and warmest regards,
Sincerely,
CC: Mrs. Phyllis Jackson
International Famous Agency
1301 Ave of the Americas
New York, N. Y. 10019
THE WHITE HOUSE
WASHINGTON
May 22, 1974
Dear Loie:
I am writing with reference to the Alvin Moscow
matter.
The President has reviewed the royalty position
of Six Crises and has determined that an addi-
tional $2, 971. 15 is due Mr. Moscow. Accordingly,
will you please prepare a check for Rose Mary
Woods' signature made payable to Alvin Moscow
in the above amount and forward it to this office.
Thank you for your assistance.
Sincerely,
) fnd Fred Buzhardt Beyhoids
Counsel to the President
Ms. Loie Gaunt
44th Floor
515 South Flower Street
Los Angeles, California 90071
388 picked this up 22Pray7
3
C.F.
Albin Moscow
walden,
3°9 Greenwich Avenue, Greenwich, Ct. 06830
agrees
203 869'2137
March 5, 1974
Ms. Agnes Waldron
Office of the Press Secretary
The White House
Washington, D. C.
Dear Agnes:
Another month has gone by. I hate to prod you
because you have been so good about this. But, isn't
it possible to get whichever lawyer is handling this
at least to acknowledge my agent's formal letter of
last September and to tell us what the trouble is at
your end? This is such a simple, straight-forward
matter that it should not become sticky.
At the risk of butting in where agents and lawyers
like to take over, my suggestion is simple:
Upon Request, Ken McCormick or Stewart Richardson
of Doubleday & Co. could provide a financial or royalty
duplicate statement of earnings and I could send a xerox
of my contract pertaining to those royalties. Such
papers could be at hand in a week, without searching
the California files. Then this could be settled and
out of the way forthwith.
as ever,
RECEIVED
MAR 2 1974
CC: Mrs. Phyllis Jackson
Honsted Hond by
CENTRAL is IS
International Famous Agency
1301 Ave of the Americas
New York, N. Y. 10019
Telep how 3/19/74
THE WHITE HOUSE
WASHINGTON
February 27, 1974
MEMORANDUM FOR:
AGNES WALDRON
FROM:
RICHARD A. HAUSER
RALL
SUBJECT:
Alvin Moscow - Six Crises
The agreement between Mr. Moscow and the President provided
that Moscow would receive $20,000 for his editorial assistance
plus 25% of additional income received by the President from the
rights granted to Doubleday & Co. in excess of the original advance
until that 25% equaled $15,000. The $20,000 obligation was fulfilled
on December 20, 1962, and subsequently Mr. Moscow received
royalty payments in the amount of $2,439.84 on August 15, 1962
and $476.29 on March 13, 1964. The agreement also provided
that the President would furnish copies of Doubleday statements
to Mr. Moscow within ten days of their receipt until all sums due
him had been paid.
At our request, Doubleday & Co. has provided a statement, a
copy of which is attached, showing royalties earned through
October 31, 1973. Based upon those figures, it would appear
that an additional $2, 971. 15 is due Mr. Moscow. This amount
was computed as follows:
Royalty Earned.
$91,529.91
Less
Advance on Royalty
$60,000
Indexing
140
Promotion Expense
7,309,39
Purchases
531.40
$67,980.79
-67,980.79
$23,549.12
-2-
Amount Due Mr. Moscow
Twenty-five percent of Royalty Payments
(25% X 23, 549.12)
$ 5,887.28
Less
Payment 8/15/62
$2,439.84
Payment 3/13/64
476.29
$2,916.13
- 2,916.13
$ 2,971.15
Enclosed with the statement from Doubleday & Co. was a check
for $850.85 which represents the latest royalty payment due the
President. To whom should this check be sent? Please advise.
I hope this information will be helpful to you in responding to the
inquiry from Mr. Moscow's agent.
DOUBLEDAY & COMPANY, INC.
SUMMARY
ROYALTY STATEMENT
FOR THE 6 MONTHS ENSING 10/31/73
DATE
SIX CRISES
From pub.
thru
4/30/73
Royalty earned
90,679
06
10/31/73
Royalty per statements
850
85
91,529
91
The Homorable Hishard MI
6/ 5/61
Advance
20,000.00
The White House
12/5/61
"
40,000.00
D. . 20906
3/31/62
Indexing charge
140.00
3/16/62
thru
8/16/62
Promotion expense
7,309.39
Purchases
531.40
8/7/62
thru
8/17/73
Royalty payments
22,698.27
90,679
06
Due
850
85
GRNERAL
2
C.F. PP13 PPI
Albin Moscow
Jackson, Phyllis
309 Greenwich Avenue, Greenwich, Gt. 06830
203 869'2137 203
1 Feb. 74
Dear Agnes:
Could you gently prod whomsoever needs prodding in
California on the status of the payment on SIX CRISES?
My agent tells me she has not received a word.
I know from previous experience how overwhelmed with
work RN people can become, and yet it is no fun on
the outside waiting, wondering, speculating on who
is doing what on a request sent in last November.
The State of Union address was great, a tonic to
believers
As ever,
Ms. Agnes Waldron
Office of the Press Secretary
The White House
Washington, D. C.
2/7/74 Tel. Moscow. Assured him mater
was being worked on. and
RECEIVED
FEB 71974
CENTRAL FILES
IFA
INTERNATIONAL FAMOUS AGENCY
Rick House
January 30, 1974
Ms. Agnes Waldron
Assistant to the Press Secretary
THE WHITE HOUSE
Washington, D.C.
Dear Ms. Waldron:
Since the day we spoke nearly two months
ago about the monies owed to my client Alvin
Moscow, and you promised to "bulldog" the
situation, I've been waiting to hear.
I'm beginning to think it's a very tame
bulldog, and am considering where to turn
next. I have some thoughts on the subject.
Very truly yours,
Phyllis tackson
Phyllis Jackson
PJ/gf
1301 AVENUE OF THE AMERICAS NEW YORK, NEW YORK 10019 (212) 556-5600 CABLE: FAMOUSAGE NEW YORK
LOS ANGELES
LONOON
PARIS
ROME
A DIVISION OF MARVIN JOSEPHSON ASSOCIATES INC
INERAL
FG6-11-1/Waldron, Agnes
December 7, 1973
Dear Al:
How nice to hear from you and to be brought up
to date on your work and your family. It seems
only yesterday when you were living in Santa
Monica and Andy was going to a Montessori
school!
I have located the Six Crises files. They are in
California in the care of Loie Gaunt. So I have
forwarded your agent's letter to her and she will
work with RN's lawyer to get this matter straight-
ened out. I do not think this should take long --
in any case I'll keep tracking it on an informal
basis.
As you might imagine, these past eighteen months
have been rugged and unbelievable. Looking back
I wish I had kept notes at least of my own impres-
sions.
Please give my very best to Dee.
Sincerely,
Agnes agrees Waldron
Assistant to the
Press Secretary
Mr. Alvin Moscow
111 West Hill Road
Stamford, Conn.
AW:AW:1md
RECEIVED
DEC 81973
DENTRAL FILES
327-3191
alvin moscow
111 west hill road, stamford, conn.
November 30, 1973
Ms. Agnes Waldron
The White House
Washington, D. C.
Dear Agnes:
It was marvelous and nostalgically tingling after
all these years to hear of you this morning when my agent,
Phyllis Jackson, phoned me.
I've been working and hibernating for years now on
a biography of the Rockefeller family --a major opus--
and had just begun to run short of money. Hence, my agent's
search through old contracts.
I do hope you can expedite this through the usual
welter of work at the White House.
Dee and the children are all well and happy, with
Andy ready to go off to college next year and the youngest,
Jo-Jo, in the first grade. I hope to finish this book in
a few months (God willing) and then come up for air.
Perhaps we can get together and swap stories? I'd be
fascinated toxlearn of what happened with old friends and
of life on the & firing line in Ron Ziegler's office.
In fact, it might well help me in a couple of college campus
speeches I am booked for in Aprils on Watergate: Nixon--
The Aftermath or The Aftermyth. But really, I'd love to
see you again
Sincerely,
office: 309 Greenwich Avenue, Greenwich, Conn. 06830
Tel: (203) 869 2137