EFTA01407189Set 10
2016-10-12100p20,728w
CASE SUMMARY:
OVERVIEW: HOLDINGS: [1]-When the parties had lived in the marital home for 7
years of
their 21-year marriage, the husband's mother occupied an apartment ... wife for
her interest and contributions; [2]-The wife's medical degree was not
marital property
under V.I. Code Ann. tit. 16, § 109, as the husband had not been compelled ... degree, and himself had an advanced degree; [3]-The husband had
not
wasted marital assets by withdrawing funds from his annuity, as they were
used to pay
reasonable and necessary
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01407189.pdf
EFTA01088542Set 9
62p16,155w
proceeds of sale or other
disposition thereof) in respect of which the Federal marital deduction is not allowable.
SIXTH: GST TAX EXEMPTION DISPOSITION ... this Clause SIXTH shall be held by the Trustees IN TRUST (the "GST
Marital Trust"), as follows:
During the life of DEBRA, the Trustees shall ... income of the GST Marital Trust, at least quarter-annually.
(2) Upon the death of DEBRA, the remaining GST
Marital Trust property shall be disposed of in accordance with
https://www.justice.gov/epstein/files/DataSet%209/EFTA01088542.pdf
EFTA01117016Set 9
54p14,415w
proceeds of sale or other
disposition thereof) in respect of which the Federal marital deduction is not allowable.
SIXTH: GST TAX EXEMPTION DISPOSITION
(A) If one or more ... this Clause SIXTH shall be held by the Trustees IN TRUST (the "GST
Marital Trust"), as follows:
During the life of DEBRA, the Trustees shall ... income of the GST Marital Trust, at least quarter-annually.
(2) Upon the death of DEBRA, the remaining GST
Marital Trust property shall be disposed of in accordance with
https://www.justice.gov/epstein/files/DataSet%209/EFTA01117016.pdf
EFTA00858667Set 9
2018-03-1719p11,787w
part simply mistaken, and in part appears to adopt an assumption about the marital
trust that Max offered, based on legalistic chicanery that I described, and that could not possibly ... matter of serious concern to me. I described Max's interpretation of
the marital trust, based on unpleasant legalistic chicanery. To repeat the main points, Eric set up the Trust ... funds first pass through a Carol Chomsky Revocable Trust, then be
transferred to the Marital Trust, where, of course, it is intended for the survivor. Seizing on this technicality
https://www.justice.gov/epstein/files/DataSet%209/EFTA00858667.pdf
EFTA00865986Set 9
2018-03-0617p10,641w
sure that when I requested that some of the taxes be covered by the marital trust (which, by
rights, I should have full access to), Harry refused unless I submitted ... distributions were made to family, or when Max distributed funds to family from
the marital trust, or for any other gifts over the years ... pursuing the matters we are now again discussing.
One matter that remains is that marital trust. I explained what has been happening in a letter that you
seem again
https://www.justice.gov/epstein/files/DataSet%209/EFTA00865986.pdf
EFTA02502741Set 11
2018-03-1720p11,724w
matter of serious concern to me. I described Max's
inte=pretation of the marital trust, based on unpleasant legalistic chicanery. To repeat the main points, Eric ... funds first pass through a Carol Chomsky
Revocable Trust, then be transferred to the Marital Trust, where, of course, it is intended for the survivor. Seizing on
this technicality ... that when I requested that some of the taxes be covered by the
marital trust (which, by rights, I should have full access to), Harry refused unles= I submitted
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02502741.pdf
EFTA00886818Set 9
2018-02-1016p9,997w
sure that when I requested that some of the taxes be covered by the marital trust (which, by
rights, I should have full access to), Harry refused unless I submitted ... analysis when
distributions were made to family, or when Max distributed funds from the marital trust, or for any other
gifts over the years ... pursuing the matters we are now again discussing.
One matter that remains is that marital trust. I explained what has been happening in a letter that you
seem again
https://www.justice.gov/epstein/files/DataSet%209/EFTA00886818.pdf
EFTA00914542Set 9
2018-01-098p4,799w
From: Valeria Chomsky >
To: "jeffrey E." <jeevacation@gmail.com>
Cc: Noam Chomsky
Subject: Fwd: Fwd: Fwd: Marital Trusts
Date: Tue, 09 Jan 2018 00:12:29 +0000
Attachments: chomsky-estate-history.pdf
Can you please ... Chomsky
Date: Mon, Jan 8, 2018 at 6:49 PM
Subject: Fwd: Fwd: Fwd: Marital Trusts
To: Valeria Chomsky
Forwarded message
From: Diana Chomsky
Date ... Subject: Re: Fwd: Fwd: Marital Trusts
To: Noam Chomsky
Cc: Avi Chomsky • Harry Chomsky <
Dear Doddoy,
Please find attached a reply to your emails which we spoke with you about
https://www.justice.gov/epstein/files/DataSet%209/EFTA00914542.pdf
EFTA01087456Set 9
45p12,312w
making of discretionary payments from the income and/or principal of such trust.
THIRD: MARITAL TRUST
Any property directed to be held in a separate trust created under this
Clause THIRD ... DEBRA (the "Marital Trust") shall be disposed of in accordance with
the following provisions:
4
EFTA01087459
USI:81364901v2
(A) During the life of DEBRA, the Trustees shall ... income of the Marital Trust, at least quarter-annually.
(B) At any time and from time to time during the life of
DEBRA, the Trustees shall
https://www.justice.gov/epstein/files/DataSet%209/EFTA01087456.pdf
EFTA01088190Set 9
2012-06-2917p3,945w
Debra
1
Residuary Estate: 1.516.740,000 Real Estate $ 105.000,000
Narrows LLC to Marital Trust (1.240.000,000)
Bequests to Debra (155.200,000)
Bequest to Judy (5.000,000)
NY Estate ... Cash Bequest
Revocable Trust Residue 115.557,448 Outri • ht to Debra
Passes to Marital Trust Cash Bequest 25.000,000
1
Marital Trusts
GST Exempt Marital Trust 1.620,000 Cash Bequest ... Exempt Marital Trust: In Trust for Judy
Narrows LLC (Art) 1,240.000,000 Cash Bequest 5.000,000
Revocable Trust Residue 113.937,448
Total Marital Trusts 1,355.557,448
Page
https://www.justice.gov/epstein/files/DataSet%209/EFTA01088190.pdf