-5-
Date of Gift Donee Relationship to Decedent Gift
12/31/95 Decedent’s son Son $15,000
12/31/95 Decedent’s daughter Daughter 25,000
12/31/95 Decedent’s son-in-law Son-in-law 10,000
12/31/95 Decedent’s daughter-in-law Daughter-in-law 10,000
12/31/95 Alan Silver Grandson 10,000
12/31/95 Daniel Silver Grandson 10,000
12/31/95 Andra Kossy Granddaughter 10,000
12/31/95 Debra Levens Granddaughter 10,000
12/31/95 Benita Silver Levin Granddaughter 10,000
12/31/95 David Kossy Grandson-in-law 10,000
12/31/95 Gary Levens Grandson-in-law 10,000
12/31/95 Marcus Levin Great-grandson 10,000
12/31/95 Benjamin Silver Great-grandson 5,000
12/31/95 Jacob Silver Great-grandson 5,000
12/31/95 Rachael Kossy Great-granddaughter 10,000
12/31/95 Nicole Levens Great-granddaughter 10,000
1/1/96 Decedent’s son Son 15,000
1/1/96 Decedent’s daughter Daughter 1-0-
1/1/96 Decedent’s son-in-law Son-in-law 10,000
1/1/96 Decedent’s daughter-in-law Daughter-in-law 10,000
1/1/96 Alan Silver Grandson 10,000
1/1/96 Daniel Silver Grandson 10,000
1/1/96 Andra Kossy Granddaughter 10,000
1/1/96 Debra Levens Granddaughter 10,000
1/1/96 Benita Silver Levin Granddaughter 10,000
1/1/96 David Kossy Grandson-in-law 10,000
1/1/96 Gary Levens Grandson-in-law 10,000
1/1/96 Marcus Levin Great-grandson 10,000
1/1/96 Benjamin Silver Great-grandson 5,000
1/1/96 Jacob Silver Great-grandson 5,000
1/1/96 Rachael Kossy Great-granddaughter 10,000
1/1/96 Nicole Levens Great-granddaughter 10,000
1 On Jan. 1, 1996, in lieu of a cash gift, decedent gave her daughter a
$25,010 “other gift”, the specifics of which we are unable to find.
4. Decedent’s Trust
On June 18, 1974, decedent formed a revocable trust known as
the Lillie Sachar Rosen Investment Trust, a.k.a. Lillie
Investment Trust (Lillie Investment Trust). Decedent was the
trustee and settlor of the Lillie Investment Trust, and
decedent’s children were named in the underlying document (trust
document) as successor cotrustees. The trust document stated
that decedent would “transfer certain cash and securities to the
trustee” and that the “trustee agrees that she will hold the cash
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