-17- on the time frame and absent drastic circumstances, Phillips or Exxon. Over the years, decedent also on numerous occasions expressed concern about family members selling DuPont or Exxon shares, and he was displeased with such sales made by grandchildren during the 1990s. During the 1996 through 1998 period, decedent was under the regular care of his family physician and a cardiologist in Wilmington, Delaware, and of another family physician in Camden, Alabama. Decedent’s health history during the period included coronary artery disease, congestive heart failure, hyperlipidemia, hypertension, renal insufficiency, and gout. On November 29, 1996, decedent was admitted to the hospital complaining of shortness of breath. He was released on December 5, 1996, after receipt of fluids, monitoring, and adjustment of his medication. He was also admitted briefly to a hospital in Camden, Alabama, on January 6, 1998, because of similar medical problems. Schutt I and II During late 1996 or early 1997, decedent and two of his principal advisers, Stephen J. Dinneen and Thomas P. Sweeney, began discussions concerning the transfer of assets out of the Revocable Trust to another investment vehicle. Mr. Dinneen was a certified public accountant who was in charge of accounting and tax work and served as the office manager for thePage: Previous 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 Next
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