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Strangi Irrevocable Trust (the Trust). Decedent was designated
as the executor of Mrs. Strangi’s will and as the trustee of the
Trust.
Mrs. Strangi’s will provided that her personal effects were
to be left to decedent and that life insurance proceeds, employee
benefits, and the residuary of her estate should be distributed
to the Trust. The first codicil to Mrs. Strangi’s will provided
that property she owned in Dallas, Texas, should be distributed
to the Jeanne Strangi Brown Trust. The Trust provided that
lifetime distributions would be made to Mrs. Strangi and that,
upon her death, (1) her property in Florida should be distributed
to Angela Seymour and Lynda Seymour, (2) $50,000 should be
distributed to Mrs. Strangi’s sister, and (3) the residuary
should be distributed to decedent provided that he survived her.
In 1987 and 1988, Mrs. Strangi suffered a series of serious
medical problems. In 1988, decedent and Mrs. Strangi moved to
Waco, Texas. Sylvia Stone (Stone) was hired as decedent’s
housekeeper. She also provided assistance with the care of
Mrs. Strangi. On July 19, 1988, decedent executed a power of
attorney, naming Mr. Gulig as his attorney in fact.
On July 31, 1990, decedent executed a new will, naming his
children as the sole residual beneficiaries if Mrs. Strangi
predeceased him. This will also named Mrs. Gulig and Ameritrust
Texas, N.A. (Ameritrust), as coexecutors of decedent’s estate.
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Last modified: May 25, 2011