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CONFIDENTIAL — INVESTIGATIVE WORK PRODUCT / DRAFT. Authorized reviewers only. Contains information-gaps still under review (date ranges, ck#1031≠IRS§1031). Do not distribute. Read-only; comments route privately to the case owner.

JHF Trust Account Ledger — Backbone

JHF Trust Account Ledger — Chronological Backbone

The Trust is John Henry Frenzl's (the "JHF Trust"). Two accounts, in sequence:

Disambiguation — read this first. Bank check #1031 (a $36,500 paper check, below) is NOT the IRS § 1031 like-kind exchange (the 2023 Condon/Harman land exchange). They are unrelated; the matching check number is a coincidence. Where this ledger says "1031 transaction" in the 2024 TBK rows, that refers to the IRS §1031 exchange interest, not the check.

Account 5024132 (FSB Akron) — Lewis Trustee

StatementDeposits (detail)Checks/Debits (detail)Ending balFlag
2017-01-104 checks $4,80033,996.79
2017-02-10$1,20035,196.79
2017-04-10$49534,701.79
2017-05-10$8,883.9225,817.87(taxes)
2017-11→12-08$36,500 DDA deposit (11/28)$36,500 = CHECK #1017 to Lewis Frenzl (written 11/27, cleared 11/28)25,817.87🔴 round-trip #1 (ck#1017) — signed "Lewis _C._ Frenzl TTEE" (genuine template)
2018-01-103 checks $4,50021,317.87
2018-02-092 checks $3,00018,317.87
2018-02-21ACCOUNT LOCK-OUT ORDER (5024132/5024159/5024239): two signatures required for any withdrawal over $500🔑 forgery context
2018-04-10$475 (Krening)17,842.87
2018-05-10$9,165.668,677.21(taxes)
2018-12-xx7 checks $7,5001,177.21scholarships
2019-01-104 dep: Nationwide $3,080.34, Baker $400, Baker $2,900, Imhof $36,500$36,500 to Lewis Frenzl = CHECK #10317,557.55🔴 round-trip #2 (ck#1031, cleared 1/4/2019) — forgery instance
2019-05-10$475 (Krening)7,082.55
2019-10-10$3,252.33 ("Athene" annuity)10,334.88Lewis's annuity feeds Trust
2019-12-10$1,198.06 ("Pioneer")$3,000 (Otis + Arickaree HS)8,532.94
2020-01-102 dep: Nationwide $3,042.54, Imhof $36,500$36,500 to Lewis Frenzl = CHECK #1038 + 3 scholarship cks (Akron, Lone Star, Woodlin)7,075.48🔴 round-trip #3 (ck#1038, cleared 12/30/2019) — laundering instance
2020-04-10$2,310 ($1,501 US Treas, $334 CO Rev, $475 Krening)4,765.48
2020-05-08$18,252.33 ($15k + $3,252.33)$15,659.76 (WaCo Treasurer, taxes)7,358.05
2020-09-10$3,252.33 ("Athene Life")10,610.38annuity
2020-10-09$1,667.02 ("CHS")12,277.40
2020-12-10$7,500 (5 schools)4,777.40scholarships
2021-02-10$3,252.33 ("Am life comp"?)8,029.73annuity
2021-03-10$4,511.33 ($3,252.33 Athene + $1,259 "UStreas"?)$340 (Krening)12,201.06
2021-04-09$3,252.33 (Athene)15,453.39
2021-05-10$9,227.62 (WaCo Treasurer)6,225.77taxes
2021-06-10$5,228.33 ($1,976 Nat. General + $3,252.33 Athene)11,454.10
2021-07-0911,454.10baseline before the $146k (same date as TBK loan REC#878394)
2021-08-10$100,000 — memo "secure" / "Scura" (Lewis's investment)111,454.10🟠 $146k step 1
2021-09-10$46,000 from Lewis Frenzl Farm Account$100,000 → EZ Irrigation (ck#1050)57,454.10🟠 $146k step 2
2021-10-08$46,000 → EZ Irrigation (ck#1051, memo "PITT 1050"?)11,454.10🟠 $146k step 3 — balance back to baseline
2021-12-10$3,430.85 (2×"Aeve"? $89.26 + Athene $3,252.33)$6,000 (Woodlin, Akron, Otis, Lone Star)8,884.95
2022-01-10$1,500 (Arickaree)7,384.95
2022-02-10$6,504.66 (Athene)13,889.61
2022-03-10$350 (Krening)13,539.61
2022-05-10$9,168.88 (WaCo Treasurer)4,370.73taxes
2022-09-09$3,252.33 (Athene)7,623.06
2022-12-10$3,252.33 (Athene)$4,500 (Woodlin, Otis, Lone Star)6,375.39
2023-01-10$3,000 (Akron, Arickaree) — NOT on bank stmt rec'd 7/22/243,375.39JWI listed as Trustee on statements
2023-02-103,375.39account converted Regular Checking → Individual NOW (PERS)
2023-03-10$28.91 (Justin orders checks)3,346.74first interest paid
2023-08-10$225 (Hansen Law)3,123.79trust pays JWI's lawyer
2023-09-08$638 (Quality Irrigation well tests — 100% paid, 50% owed back to Trust)2,486.13
2023-12-08$1,200 (Kuntz)$10 (Roland & Sally Cross — water-line easement)3,677.12first "rent" tied to land sale
2023-12-223,677.27account CLOSED → moved to TBK 4980777 (Otis)

Account 4980777 (TBK Otis) — JWI Trustee

DateDeposits (detail)Checks/DebitsEnding balFlag
2023-12-29$36.50 (check order $10 bonus)$26.503,687.27
2024-01-31$16,361.47 — "Interest on 1031 transaction — requested from Harman for closing delay"Ck101 $373 + fees19,656.74IRS §1031 interest (NOT ck#1031)
2024-02-14$93 (reimburse Condon trust utilities)19,563.74
2024-02-23$240 (Hansen Law)19,323.74
2024-03-08$553.67 ("Interest on 1031 Exc")19,539.41IRS §1031 interest
2024-04-01$720 (Hansen Law)18,824.41
2024-04-10$1,697 (Chubb — pivot insurance refund)20,521.41
2024-04-15$60,000 — "JWI 2023 Rental Payment"80,521.41first real rent in years — only after the land sale
2024-05-13$1,650 (Hansen Law)78,384.11
2024-06-04$5,000 (Sprague attorney fees)73,379.11trust pays JWI's lawyer

What the ledger proves

  1. Three $36,500 round-trips (FY2017=ck#1017, FY2018=ck#1031, FY2019=ck#1038), then it stopped. Each: $36,500 in (deposit) and $36,500 out to Lewis Frenzl, same statement, net zero. Three consecutive years = a course of conduct under § 18-4-401(4)(b). All three check scans now in hand. ck#1017 is signed "Lewis _C._ Frenzl TTEE" (genuine template); ck#1031 the next year drops the middle "C." and "TTEE" and adds a "Justin Imhof" notation — see 2026.06.15 The $36,500 Round-Trip — Checks 1031 & 1038.
  2. The $146k never touched the Trust's own funds. Balance $11,454.10 → $111,454.10 → back to $11,454.10. The $100k "secure"/Scura (Lewis's investment) + $46k LCF Farm Account = the whole $146k, all to EZ Irrigation for the Section 5 pivots the Trust owns 100%. Lewis personally carried it; Justin (lessee) kept the 2021 disaster subsidy. (The "HOW received/disbursed" is the contested point — the memos and the source of the "secure" $100k are the open documentary question.)
  3. The 2/21/2018 two-signature lock-out means every $36,500 check after it needed two signatures — the structural reason a second ("Justin Imhof") signature appears on ck#1031.
  4. 2023: the takeover. JWI appears as Trustee on the statements (Jan 2023, before his 2/15/2023 appointment), converts the Trust account to a personal NOW account (Feb 2023), then closes it and moves to a TBK account in his control (Dec 2023). The Trust then pays Hansen Law and Sprague (JWI's own attorneys) out of Trust funds.
  5. The starvation is visible: for years the only inflows are Lewis's Athene annuity ($3,252.33) and small insurance items — no lease rent at all — while the balance grinds down. The first $60,000 "rent" arrives 4/15/2024, only after the land was sold.

To-do