Wills, Trusts & Estates keyed to Dobris
In re Estate of Janes
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The testator’s estate consisted of a $2,500,000 stock portfolio, approximately 71% of which consisted of 13,232 shares of common stock of the Eastman Kodak Company. The Kodak stock had a date-of-death value of $1,786,733. From July 1973 to February 1980, the trustees retained the Kodak stock, the value of which dropped to about one third of its date-of-death value. In August 1981, the petitioner sought to settle the account. Janes and the Attorney-General on behalf of the charitable beneficiaries appealed. The primary life income beneficiary of the trust was Janes. Janes was 72 years old when the testator died. A certain amount of the trust income was to be paid to Janes for her life. Annual distributions from the charitable trust’s assets were to be made to select charities. The trustees did not establish an investment plan consistent with the testator’s purposes of the trust.
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