3
Shared Docs
3
Same-Page
3 / 3
Mentions
lows, mapped to current balance sheet. 1 EFTA00615353 Estimated Estate Disposition for Joe Smith (with Janet Smith surviving) under 2003 Will and Revocable Trust as Amended & Restated* Executor: Janet Smith Successor executor: Stan Williams Dated: August 31, 2011 Mr. Joe Smith's non-probate estate IRAs 1
ay her principal from the nonexempt Marital Trust as disinterested Trustee determines. • Janet has a testamentary power to appoint the nonexempt Marital Trust among Joe's issue. Family Trust GST Trust 1.000.000 Note: • Same Tnntees as Marital Trust. • We have shown Janet as disclaiming the amount of
mailto > > ira seems high= is that accurate? wasnt there a gain on the apt? is was there a mortgage on both. Valeria Chomsky IRA 672,000.00 NC Revocable Trust 18,000.00 MIT Pension 32,470.56 Social Security 29,758.00 Royalties 336,798.82 W-2 39,317.00 Lectures, Conferences, Classes 110,280.00 Inte
ct: Fwd: TAX RETURN INFORMATION The IRA was high because Noam had to take $200,000 to pay =axes on the preceding year, since Noam's request to the Marital Trust =o cover part of the taxes was denied by Harry. Expenses with Lawyer =nd accountant were more than $100,000, the literary agent approximately $8=,00
Overview of Proposed Will and Revocable Trust Presented to Leon D. Black July 8, 2013 EFTA_R1_02106363 EFTA02707649 Leon D. Black Overview of Proposed Will/Revocable Trust—Upon Leon's Deat
ra survives) Last Will and Testament ' Proposed 2013 , Revocable Trust Proposed 2013 --Art Entities -Collectibles. -Balance of Gross Estate. Marital Trust for Debra -Air Entities. --Balance of Revocable Trust (less debts, expenses and taxes). Cash Legacies - 510 MM to John Ressler. - 525 MM to Jud
Entities connected to both Revocable Trust and Marital Trust

Jeffrey Epstein
PERSON
Noam Chomsky
PERSONDebra
PERSONLeon Black
PERSON
Valeria Chomsky
PERSONJohn Hannan
PERSON
JPMorgan Chase
ORGANIZATIONRichard Ressler
PERSON
Michael Cohen
PERSON
Barry Diller
PERSONBarry Cohen
PERSON
Tucson
LOCATION