DataSet-9
EFTA01127688
55 pg
…pay the
Annuity Payments.
(E) Adjustment. If the initial fair market value of the Trust Fund of a Trust is
incorrectly determined by the Trustees, then within a reasonable period after the value is finally
determined for federal tax purposes…
DataSet-9
EFTA01116019
2 pg
…Revocable Trust (continued'
Debra Survives Debra Predeceases
• Each child selects items (not o Interests in Art Entities (if any after sale of
exceeding $300 million in value) art).
from art held in Art Entities and
…
DataSet-9
EFTA00609831
45 pg
…respect to
such payment. The Trustees may subject themselves and the Trust Fund to the jurisdiction of
any Court within or without the State of New York in order to determine or apportion such
taxes, irrespective of the domicile of…
DataSet-9
EFTA01112156
5 pg
…or charity) of $5 million. Debra has decided to fund the Trust in 2012 with property the
value of which is equal the amount of her entire remaining federal gift tax credit.4
We anticipate that, as in past years…
DataSet-9
EFTA00586970
5 pg
…or charity) of $5 million. Debra has decided to fund the Trust in 2012 with property the
value of which is equal the amount of her entire remaining federal gift tax credit.4
We anticipate that, as in past years…
DataSet-9
EFTA00585838
5 pg
…the trust fund to or for the benefit of your wife Debra and your issue as the
independent trustees determine for any reason.
2. After Death ofSurvivor
Upon the death of the survivor of you and Debra, the trust will…
DataSet-9
EFTA00588662
5 pg
…or charity) of $5 million. Debra has decided to fund the Trust in 2012 with property the
value of which is equal the amount of her entire remaining federal gift tax credit.4
We anticipate that, as in past years…
DataSet-9
EFTA00589534
7 pg
…$500 million). The two shares for Ben and Josh would be combined and divided equally
among their children (so each grandchild with a predeceased parent gets I/6th of the Residuary Trust Fund or
about $334 million). Under a per…
DataSet-9
EFTA00589672
6 pg
…and other than gifts to a
spouse or charity) of $5.12 million. The settlor will fund the trust with an interest in the
publishing company, the value of which is no greater than his or her remaining gift tax…
DataSet-9
EFTA01112145
6 pg
…and other than gifts to a
spouse or charity) of $5.12 million. The settlor will fund the trust with an interest in the
publishing company, the value of which is no greater than his or her remaining gift tax…
DataSet-10
EFTA01451492
1 pg
…the tax year under the Investment Company Act of
not exempt from backup withholding for payments made in settlement of payment 1940
card or third party network transactions.
I —A common trust fund as defined in section 584(a)
Note…
DataSet-9
EFTA00584945
7 pg
…be
sold, the Heritage Trust, followed by the children (or their Legacy Trusts)
will have a right of first refusal.
ii. If Debra predeceases, the Manhattan apartments will be sold and the
proceeds added to the general trust fund. The…
DataSet-11
EFTA02729808
21 pg
…06CF009454AMB. The conditions of community control
are attached hereto and
incorporated herein.
[1 QINER COMMENTS OR CONDITIONS:
Court Costs: $474.00 Cost of Prosecution: $50.00 Drug Trust Fund: $50.0…
DataSet-9
EFTA01122168
7 pg
… Upon your death, the property passing to your Revocable Trust pursuant to
your Will shall be added the trust principal (together, the "Trust Fund")
and disposed of as outlined below.
3 Unless your Will directs otherwise, New York law entitles…
DataSet-10
EFTA01391281
1 pg
…4, or 5 below indicates otherwise.
I—A common trust fund as defined in section 584(a) For a joint account, only the person whose TIN is shown in Part I
J —A bank as defined in section 581 should…
DataSet-10
EFTA01391906
1 pg
…4, or 5 below indicates otherwise.
I—A common trust fund as defined in section 584(a) For a joint account, only the person whose TIN is shown in Part I
J —A bank as defined in section 581 should…
DataSet-10
EFTA01354058
1 pg
…4, or 5 below indicates otherwise.
I—A common trust fund as defined in section 584(a) For a joint account, only the person whose TIN is shown in Part I
J —A bank as defined in section 581 should…
DataSet-10
EFTA01390002
1 pg
…4, or 5 below indicates otherwise.
I—A common trust fund as defined in section 584(a) For a joint account, only the person whose TIN is shown in Part I
J —A bank as defined in section 581 should…
DataSet-10
EFTA01354919
1 pg
…4, or 5 below indicates otherwise.
I—A common trust fund as defined in section 584(a) For a joint account, only the person whose TIN is shown in Part I
J —A bank as defined in section 581 should…
DataSet-10
EFTA01393069
1 pg
…4, or 5 below indicates otherwise.
I—A common trust fund as defined in section 584(a) For a joint account, only the person whose TIN is shown in Part I
J —A bank as defined in section 581 should…
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