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and 10002-00 respondent’s discovery requests. Those respective
discovery requests included the following interrogatories:
Interrogatory No. 5:
Please identify all trusts by name, address and
EIN, for which petitioner was the creator, grantor,
settlor, director or beneficiary or any trust in which
petitioner was involved with [sic] in any way. For
each trust identified, please state whether the trust
has been modified or amended; and if so, answer the
following with regard to each modification or amendment
for each trust:
(a) when the modification or amendment oc-
curred,
(b) who authorized the modification or amend-
ment,
(c) who made the modification or amendment,
(d) why the modification or amendment was
made, and
(e) how each modification or amendment was
made.
* * * * * * *
Interrogatory No. 10:
For the period from the inception of the identi-
fied trusts through the present, list and identify each
trust officer, trustee, trust protector, investment
manager and other person who had any directory or
management responsibility of any kind for each of the
trusts. For each person identified, please answer the
following:
a. List and identify the beginning and end
of each person’s tenure.
b. Describe the nature of each person’s
directory or management responsibility.
* * * * * * *
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