- 6 - discussed with the attorney who drafted the document. Decedent was capable of signing her name in spite of failing eyesight if directed where to sign. Prior to her injury and hospitalization, decedent informed several individuals that she was considering making a gift of the 19 annuities. Sometime during the summer of 1992, decedent told Betty Aaron, her accountant, that she was considering giving the annuities to the respective annuitants presently rather than after her death. Decedent also talked to Mr. Murphy about the possibility of giving the annuities to the annuitants. Prior to meeting with the attorney regarding the drafting of a durable power of attorney, decedent indicated to Chris Hunt that she wanted to give the 19 annuities to the annuitants. Prior to her last illness, decedent cashed in two Delta Life annuities whose contingent owners had died. These annuities are not included in the 19 in issue. At the time that decedent cashed in the two annuities, she told Mr. Murphy that she intended to pay the taxes resulting from the transaction and give a portion of the proceeds of the annuities, in the amount of the principal or face amount of $10,000 each, to the heirs of the deceased annuitants/contingent owners.Page: Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 Next
Last modified: May 25, 2011