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During the period of the lives of John and Mary
Tamulis, the trust shall pay all real estate taxes on said
real estate; however, utilities and all other costs shall be
borne by the life tenants, yet as supplemented with the
contribution from the trust as provided in 7(C)i below.
C. During the term of the trust, the trustee is to pay
the following amounts to the following individuals:
i. $5,000 per year to John Tamulis and if he
should predecease his wife Mary Tamulis, then
$5,000 per year to her, said money is for the
purposes of defraying the utilities and cost of
repair and maintenance of the house in Sandwich,
Massachusetts;
ii. $5,000 per year to Wanda Rodgerson so long as
she is making reasonable progress in pursuit of a
Ph.D. in education;
iii. $1,000 per year to Erica Rodgerson;
iv. $1,000 per year to Melissa Rodgerson;
v. The trustee is to pay the balance of the trust
net income as that is determined in accordance
with normal accounting principles to Melissa
Rodgerson and Erica Rodgerson, my grandnieces,
share and share alike.
The amendment to the trust by letter of February 26, 2000,
provided that the trust would pay $10,000 per year to Migle
Francaite, another of decedent's grandnieces, "until she
graduates from medical school. I gave same to Melissa and
Erica." Decedent, as settlor, gave the trustee
authority to act with regard to the trust and the assets
making up the trust in all manners consistent with the laws
of the States of Illinois and Massachusetts provided,
however, the trustee is authorized to sell or exchange
shares of stock making up the trust account only upon first
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Last modified: May 25, 2011