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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
the Settlor alone, in a non-fiduciary capacity, decides whether to exercise the Substitution Power and what property he will substitute in place of the Trust Property. The Trustees have no power either to consent or agree. Consequently, there is no negotiation or bargaining between the Settlor and the Trustees, a
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
the Settlor alone, in a non-fiduciary capacity, decides whether to exercise the Substitution Power and what property he will substitute in place of the Trust Property. The Trustees have no power either to consent or agree. Consequently, there is no negotiation or bargaining between the Settlor and the Trustees, a
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
the Settlor alone, in a non-fiduciary capacity, decides whether to exercise the Substitution Power and what property he will substitute in place of the Trust Property. The Trustees have no power either to consent or agree. Consequently, there is no negotiation or bargaining between the Settlor and the Trustees, a
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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
the Settlor alone, in a non-fiduciary capacity, decides whether to exercise the Substitution Power and what property he will substitute in place of the Trust Property. The Trustees have no power either to consent or agree. Consequently, there is no negotiation or bargaining between the Settlor and the Trustees, a
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Mutual Connections (15)
Entities connected to both Department of Taxation and Finance and the Trust Property
New York State
LOCATION10 w/ Department·4 w/ the
Samantha Power
PERSON7 w/ Department·4 w/ the
N.Y.2d 458
ORGANIZATION7 w/ Department·4 w/ the
RI
Richman
PERSON7 w/ Department·4 w/ the
Settlor
ORGANIZATION7 w/ Department·4 w/ the
Brookhaven
LOCATION7 w/ Department·4 w/ the
MW
Martin Weinberg
PERSON7 w/ Department·4 w/ the
Reacquisition of Trust Assets
ORGANIZATION7 w/ Department·4 w/ the
the Trust Fund of any Trust
ORGANIZATION7 w/ Department·4 w/ the
the "Substituted Property
ORGANIZATION7 w/ Department·4 w/ the
Federal and New York State
ORGANIZATION7 w/ Department·4 w/ the
Substitution Power
ORGANIZATION6 w/ Department·4 w/ the
Toscana
LOCATION4 w/ Department·4 w/ the
McGraw-Hill
ORGANIZATION4 w/ Department·4 w/ the
the Settlor's Substitution Power
ORGANIZATION4 w/ Department·4 w/ the