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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
rookhaven, 80 Misc. 2d 563, N.Y.S.2d 731 (1975); Weiner v. McGraw-Hill, Inc. 57 N.Y.2d 458, 457 N.Y.S.2d 193, 443 N.E.2d 441 (2d Dep't 1982); In re Toscano, 799 F. Supp. 2d 230 (2011). Under the terms of the Trust Agreement, the Settlor alone, in a non-fiduciary capacity, decides whether to exercise th
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
rookhaven, 80 Misc. 2d 563, N.Y.S.2d 731 (1975); Weiner v. McGraw-Hill, Inc. 57 N.Y.2d 458, 457 N.Y.S.2d 193, 443 N.E.2d 441 (2d Dep't 1982); In re Toscano, 799 F. Supp. 2d 230 (2011). Under the terms of the Trust Agreement, the Settlor alone, in anon-fiduciary capacity, decides whether to exercise the
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
rookhaven, 80 Misc. 2d 563, N.Y.S.2d 731 (1975); Weiner v. McGraw-Hill, Inc. 57 N.Y.2d 458, 457 N.Y.S.2d 193, 443 N.E.2d 441 (2d Dep't 1982); In re Toscano, 799 F. Supp. 2d 230 (2011). Under the terms of the Trust Agreement, the Settlor alone, in anon-fiduciary capacity, decides whether to exercise the
Entities connected to both Department of Taxation and Finance and Toscano

New York State
LOCATION
Samantha Power
PERSONRichman
PERSONSettlor
ORGANIZATIONN.Y.2d 458
ORGANIZATIONMartin Weinberg
PERSONFederal and New York State
ORGANIZATIONthe "Substituted Property
ORGANIZATIONReacquisition of Trust Assets
ORGANIZATIONBrookhaven
LOCATIONthe Trust Fund of any Trust
ORGANIZATIONSubstitution Power
ORGANIZATION
Exchange
ORGANIZATIONMcGraw-Hill, Inc.
ORGANIZATION
Jeffrey Epstein
PERSONthe "Trust property'
ORGANIZATIONExchmgell
ORGANIZATIONSqL.121,.titsjaular
ORGANIZATIONrespectlethe Substituted Property
ORGANIZATIONthe Substitution Power(what Trust Property
ORGANIZATION