Epstein File EFTA01142262: Charles, Deleted and Housekeeper (DS9)

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Epstein File EFTA01142262: Charles, Deleted and Housekeeper (DS9)

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This document contains legal analysis of estate planning documents for an individual named Marine, including a will executed on May 9, 1981 that bequeathed $5,000 to longtime housekeeper Mary Ann Whitby, and a codicil executed on August 21, 1982 that deleted the gift to Whitby while adding new trust provisions. The document discusses tax court findings regarding Marine's motivations for the codicil and references bequests to Whitby, friend and guardian Bartels, and trust distributions to Marine's wife.

👤 Named in This Document

Charles

🔑 Evidence Keywords

deleted housekeeper trust fund Justice

📋 Key Excerpts7

PersonKeyword

Excerpt 1

On August 21, 1982 Marine executed a codicil to the will which **deleted** the gift to Whitby and added a new clause which read as follows: Eighth: I empower

Excerpt 2

On May 9, 1981 Marine executed a will containing a number of specific bequests including $5,000 to his longtime **housekeeper**, Mary Ann Whitby.

Excerpt 3

The tax court found that Marine executed the codicil partly as an incentive to induce his longtime **housekeeper** to stay in his employ.