Archive for the ‘issue: real estate tax deduction’ Category

Appeal 1603765

Posted: May 2, 2016 in Approval at Fair Hearing, issue: administrative amendment power, issue: power to pay estate taxes, issue: power to substitute assets, issue: real estate tax deduction, issue: termination argued to be same as revocable, issue: trustee could pay debts of probate estate, issue: usage of home renders it available, Susan Burgess-Cox, Tewksbury

Fair Hearing Decision 1603765

Appeal 1509160

Posted: August 24, 2015 in Approval at Fair Hearing, Fair hearing decisions, issue: life estate in trust, issue: power of appointment, issue: real estate tax deduction, issue: retained control over trust, issue: veto power over sale of real estate, Stanley Kallianidis, Taunton

Fair Hearing Decision 1509160

Appeal 1303305

Posted: March 27, 2013 in Approval at Fair Hearing, Chelsea, issue: life estate in trust, issue: power to appoint trustee, issue: prior breach of fiduciary duty, issue: real estate tax deduction, Susan Burgess-Cox

Fair Hearing Decision 1303305