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ATTACHMENT TO PETITION FOR ADVISORY OPINION State of New York — Department of Taxation and Finance - Form AD-1.8 4. The petitioner submits the following statement of facts as the basis for the requested advisory opinion: Facts as the basis for
r and the Trustees, as there is no need to induce or motivate either party to enter into the Substitution. Once the Settlor decides to exercise his Substitution Power (considered a general power of administration under Section 675 of the Internal Revenue Code) the Trustees must comply with the terms of the Trust
2 mentions1 same-page
Page ?Same page
ATTACHMENT TO PETITION FOR ADVISORY OPINION State of New York — Department of Taxation and Finance - Form AD-1.8 4. The petitioner submits the following statement of facts as the basis for the requested advisory opinion: Facts as the basis for
r and the Trustees, as there is no need to induce or motivate either party to enter into the Substitution. Once the Settlor decides to exercise his Substitution Power (considered a general power of administration under Section 675 of the Internal Revenue Code) the Trustees must comply with the terms of the Trust
2 mentions1 same-page
Page ?Same page
ATTACHMENT TO PETITION FOR ADVISORY OPINION State of New York — Department of Taxation and Finance - Form AD-1.8 4. The petitioner submits the following statement of facts as the basis for the requested advisory opinion: Facts as the basis for
ttlor and the Trustees, as there is no need to induce or motivate either party to enter into the Exchange. Once the Settlor decides to exercise his Substitution Power (considered a general power of administration under Section 675 of the Internal Revenue Code) the Trustees must comply with the terms of the Trust
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2 mentions1 same-page
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ATTACHMENT TO PETITION FOR ADVISORY OPINION State of New York — Department of Taxation and Finance - Form AD-1.8 4. The petitioner submits the following statement of facts as the basis for the requested advisory opinion: Facts as the basis for
ttlor and the Trustees, as there is no need to induce or motivate either party to enter into the Exchange. Once the Settlor decides to exercise his Substitution Power (considered a general power of administration under Section 675 of the Internal Revenue Code) the Trustees must comply with the terms of the Trust
2 mentions1 same-page
Page ?Same page
ATTACHMENT TO PETITION FOR ADVISORY OPINION State of New York — Department of Taxation and Finance - Form AD-1.8 4. The petitioner submits the following statement of facts as the basis for the requested advisory opinion: Facts as the basis for
r and the Trustees, as there is no need to induce or motivate either party to enter into the Substitution. Once the Settlor decides to exercise his Substitution Power (considered a general power of administration under Section 675 of the Internal Revenue Code) the Trustees must comply with the terms of the Trust
2 mentions1 same-page
Page ?Same page
ATTACHMENT TO PETITION FOR ADVISORY OPINION State of New York — Department of Taxation and Finance - Form AD-1.8 4. The petitioner submits the following statement of facts as the basis for the requested advisory opinion: Facts as the basis for
r and the Trustees, as there is no need to induce or motivate either party to enter into the Substitution. Once the Settlor decides to exercise his Substitution Power (considered a general power of administration under Section 675 of the Internal Revenue Code) the Trustees must comply with the terms of the Trust
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Mutual Connections (24)
Entities connected to both Department of Taxation and Finance and Substitution Power
New York State
LOCATION10 w/ Department·7 w/ Substitution
Samantha Power
PERSON7 w/ Department·8 w/ Substitution
the "Substituted Property
ORGANIZATION7 w/ Department·7 w/ Substitution
the Trust Fund of any Trust
ORGANIZATION7 w/ Department·7 w/ Substitution
Federal and New York State
ORGANIZATION7 w/ Department·7 w/ Substitution
Settlor
ORGANIZATION7 w/ Department·7 w/ Substitution
MW
Martin Weinberg
PERSON7 w/ Department·6 w/ Substitution
RI
Richman
PERSON7 w/ Department·6 w/ Substitution
Brookhaven
LOCATION7 w/ Department·6 w/ Substitution
Reacquisition of Trust Assets
ORGANIZATION7 w/ Department·6 w/ Substitution
N.Y.2d 458
ORGANIZATION7 w/ Department·6 w/ Substitution
the Trust Property
ORGANIZATION4 w/ Department·4 w/ Substitution
the Settlor's Substitution Power
ORGANIZATION4 w/ Department·4 w/ Substitution
Toscana
LOCATION4 w/ Department·4 w/ Substitution
McGraw-Hill
ORGANIZATION4 w/ Department·4 w/ Substitution
Exchange
ORGANIZATION3 w/ Department·2 w/ Substitution
McGraw-Hill, Inc.
ORGANIZATION3 w/ Department·2 w/ Substitution
Toscano
ORGANIZATION3 w/ Department·2 w/ Substitution
the "Trust property'
ORGANIZATION2 w/ Department·2 w/ Substitution
Exchmgell
ORGANIZATION2 w/ Department·2 w/ Substitution