Sie sind auf Seite 1von 70

DE-111

ATTORNEY OR PARTY WITHOUT ATTORNEY <Natnt, »«lSB«f number, and address; FOR COURT1 USE OWL Y
_JAMESMA MURPHY (SBN 080453) GABRIEL R DUARTE (SBN 266171)
"Cox, Castle & Nicholson LLP
2049 Century Park East, 28th Floor
Los Angeles, CA 90067
TELEPHONED (310) 277-4222 FAXNO rop*™/; (310) 277-7889
E-MAIL ADDRESS (opttwa/j gduarte@coxcastle com
ATTORNEY FOR (N*n*> Petitioner.
LL. LAWRENCE G COHEN
tjNTERED wv 3 02010
SUPERIOR COURT Of CALIFORNIA, COUNTY OF Los Angeles SUSTAINl
STREETADORESS 1725 Mam Street
MAILING ADDRESS 1725 Main Street
CITY AND ZIP CODE Santa Monica, CA 90401
BRANCH NAME WCSt DlStCICt

ESTATE OF {Name) RONNI SUE COHEN (a k a RONNI SUE CHASEN)


DECEDENT
CASE NUMBER
PETITION FOR EjJ
Q
Probate of Will and for Letters Testamentary
Probate of Will and for Letters of Administration with
Will Annexed
SP008372
HEARING DATE
Q Letters of Administration JAM 0 1
Q Letters of Special Administration Q with general powers
13 Authorization to Administer Under the Independent
Administration of Estates Act LJ with limited authority
Publication will be in (specify name of newspaper) Daily Journal
a n Publication requested
b ^ Publication to be arranged
Petitioner (name each) LAWRENCE G COHEN requests that
a £y decedent's will and codicils, if any, be admitted to probate
b G3 (name) LAWRENCE G COHEN, MARTHA SMILGIS, an<f LESTER STEIN
be appointed
(1) I3 executor
(2) C3 administrator with will annexed
(3) EH administrator
(4) [~] special administrator O with general powers
and Letters issue upon qualification
c C5 full Q limited authority be granted to administer under the Independent Administration of Estates Act
d (1) K bond not be required for the reasons stated in item 3d
(2) [H $ bond be fixed The bond will be furnished by an admitted surety insurer or as
otherwise provided by law (Specify reasons in Attachment 2 if the amount is different from the maximum
required by Prob Code, § 8482)
(3) CD $ in deposits in a blocked account be allowed Receipts will be filed
(Specify institution and location)

3 a Decedent died on (date) November 16, 2010 at (place) Beverly Hills, CA


(1) E3 a resident of the county named above
(2) D a nonresident of California and left an estate in the county named above located at (specify location
permitting publication in the newspaper named in item 1)

Street address, city, and county of decedent's residence at time of death (specify)
10551 Wilshire Blvd , Apt # 802, Los Angeles, CA 90024

Pagg 1 of 4

| iForra Adopted to Mandatory Use Pfobatu Coo* 558002 1M50


i ~i Judicial Council of California
PETITION FOR PROBATE ivww courti/ifo ca gov
:* DE-111 [Rev March 1 2GOB) (Probate—Decedents Estates)
1*1
ESTATE OF (Name) CASE NUMBER

JJONNI SUE COHEN (a k a RONNI SUE CHASEN)


DECEDENT

Character and estimated value of the property of the estate (complete in all cases)
(1) Personal property $ 4,700,00000
(2) Annual gross income from
(a) real property $ 0 00
(b) personal property $ 500,000 00
(3) Subtotal (add (1) and (2)) $ 5,200,000 00
(4) Gross fair market value of real property $ 900,00000
(5) (Less) Encumbrances $( OOP )
(6) Net value of real property $ 900,000 00
(7) Total (add (3) and (6)) $ 6,100,00000

(1) £3 Will waives bond [J Special administrator is the named executor, and the will waives bond
(2) Q All beneficiaries are adults and have waived bond, and the will does not require a bond
(Affix waiver as Attachment 3d(2))
(3) D All heirs al law are adults and have waived bond (Affix waiver as Attachment 3d(3))
(4) CD Sole personal representative ts a corporate fiduciary or an exempt government agency
(1) CD Decedent died intestate
(2) [3 Copy of decedent's will dated June 10,1994 O codicil dated (specify for each)
are affixed as Attachment 3e(2)
(Include typed copies of handwritten documents and English translations of foreign-language documents)
[>3 The will and all codicils are self-proving (Prob Code, § 8220)
Appointment of personal representative (check all applicable boxes)
(1) Appointment of executor or administrator with will annexed
(a) 03 Proposed executor is named as executor in the will and consents to act
(b) CD No executor is named in the will
(c) CD Proposed personal representative is a nominee of a person entitled to Letters
(Affix nomination as Attachment 3f(1)(c))
(d) ^ Other named executors will not act because of £3 death CD declination
HH other reasons (specify)

C] Continued in Attachment 3f(1)(d)


(2) Appointment of administrator
(a) D Petitioner is a person entitled to Letters (If necessary, explain priority in Attachment 3f(2)(a))
(b) d Petitioner is a nominee of a person entitled to Letters (Affix nomination as Attachment 3f(2)(b))
(c) CH Petitioner is related to the decedent as (specify)
(3) CD Appointment of special administrator requested (Specify grounds and requested powers in Attachment 3f(3))
g Proposed personal representative is a
(1) ^ resident of California
(2) CD nonresident of California (specify permanent address)

(3) £3 resident of the United States


^ (4) n nonresident of the United States

'DE.MMR.vM.rchi zoos] PETITION FOR PROBATE Pa » e2ol<(

^ (Probate—Decedents Estates)
ESTATE OF (Name) CASE NUMBER

J^ONNI SUE COHEN (a k a RONNI SUE CHASEN)


DECEDENT

4 3 Decedent's will does not preclude administration of this estate under the Independent Administration of Estates Act
5 a Decedent was survived by (check items (1) or (2), and (3) or (4), and (5) or (6), and (7) or (8))
0) D spouse
(2) I23 no spouse as follows
(a) E3 divorced or never mamed
(b) d spouse deceased
(3) d registered domestic partner
(4) ^ no registered domestic partner
CSee Fam Code, § 297 5(c), Prob Code, §§ 37(b), 6401(c), and 6402)
(5) d child as follows
(a) d natural or adopted
(b) l~l natural adopted by a third party
(6) (3 no child
(7) PI issue of a predeceased child
(8) E] no issue of a predeceased child
b Decedent [~l was ^ was not survived by a stepchild or foster child or children who would have been adopted by
decedent but for a legal barner CSee Prob Code, § 6454)
6 (Complete if decedent was survived by (1) a spouse or registered domestic partner but no issue (only a orb apply),
or (2) no spouse, registered domestic partner, or issue (Check the first box that applies)
a d Decedent was survived by a parent or parents who are listed in item 8
b IXIDecedent was survived by issue of deceased parents, all of whom are listed in item 8
c I IDecedent was survived by a grandparent or grandparents who are listed m item 8
d d Decedent was survived by issue of grandparents, all of whom are listed in item 8
e d Decedent was survived by issue of a predeceased spouse, all of whom are listed in item 8
f C Decedent was survived by next of km, all of whom are listed in item 8
g I IDecedent was survived by parents of a predeceased spouse or issue of those parents, if both are predeceased, all of
whom are listed in item 8
h f~| Decedent was survived by no known next of km
7 (Complete only if no spouse or issue survived decedent)
a £>3 Decedent had no predeceased spouse
b O Decedent had a predeceased spouse who
(1) l~l died not more than 15 years before decedent and who owned an interest in real property that passed
to decedent,
(2) d died not more than five years before decedent and who owned personal property valued at $10.000
or more that passed to decedent,
(If you checked (1) or (2), check only the first box that applies)
(a) d Decedent was survived by issue of a predeceased spouse, all of whom are listed m item 8
(b) d Decedent was survived by a parent or parents of the predeceased spouse who are listed in item 8
(c) l~~l Decedent was survived by issue of a parent of the predeceased spouse, all of whom are listed in item 8
(d) d Decedent was survived by next of km of the decedent, all of whom are listed in item 8
(e) d Decedent was survived by next of km of the predeceased spouse, all of whom are listed in item 8
(3) n neither (1) nor (2) apply

8 Listed on the next page are the names, relationships to decedent, ages, and addresses, so far as known to or reasonably
ascertainable by petitioner, of (1) all persons mentioned in decedent's will or any codicil, whether living or deceased, (2) all persons
named or checked in items 2, 5, 6, and 7, and (3) all beneficiaries of a trust named m decedent's will or any codicil in which the
l; trustee and personal representative are the same person
V

( DE111 [R.v March 12008) PETITION FOR PROBATE P.B.Jo«


'j (Probate—Decedents Estates)
ESTATE OF (Name) CASE NUMBER

.RONNI SUE COHEN (a k a RONN1 SUE CHASEN)


DECEDENT

8 Name and relationship to decedent


See Attachment 8

K! Continued on Attachment 8

9 Number of pages attached

Date

James M A Murphy
(TYPE OR PRINT NAME OF ATTORNEY ) (SIGNATURE OF ATTORNEY)

(Signatures ol all petitioners are also required All petitioners must sign but the petition may be verified by eny one of them (Prob Code §§ 102D 1021 Cal Rules of Court rule 7 103) I

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct
Date /\l<vtA»U/^3L(
Lawrence G Cohen
(TYPE OR PRINT NAME OF PETITIONER) (SIGNATURE OF PETITIONER)

(TYPE OR PRINT NAME OF PETITIONER) (SIGNATURE OF PETITIONER)

i *i O Signatures of additional petitioners follow last attachment


s.

OE-tll (Rev March t 20O6|


PETITION FOR PROBATE Pago 4 of 4
(Probate—Decedents Estates)
ESTATE OF RONNI SUE COHEN, DECEASED

ATTACHMENT 8 TO PETITION FOR PROBATE

Name Age Relationship to Decedent

Lawrence G Cohen Adult Nominated co-Executor, Specific and


2111 ColdwaterCyn Contingent Residual Beneficiary, Brother
Beverly Hills, CA 90211 of Decedent

Martha Smilgis Adult Nominated co-Executoi


82 Olive Mill Road
Santa Barbara, CA 93 108

Additional Notice Sent To

John A Schulman, Esq


Mitchell Silberberg & Kjnupp LLP
1 1377 W Olympic Boulevard
Los Angeles, CA 90064

Lester Stem Adult Nominated co-Executor


10960WilshireBlvd #700
Los Angeles, CA 90024

Raymond Katz Adult Deceased, Nominated co-Executor

Carolyn Cohen Adult Deceased, Mother of Decedent


Melissa Cohen Adult Specific and Residual Beneficiary, Niece
2 1 1 1 ColdwaterCyn of Decedent
Beverly Hills, CA 90211

Cynthia Costas Cohen Adult Specific Beneficiary, Sister-m-Law


2111 ColdwaterCyn
Beverly Hills, CA 90211

Deborah Raffm Adult Specific Beneficiary, Friend


2 170 Century Park East
Apt 1507 South
Los Angeles, CA 90067

Candy Clark Adult Specific Beneficiary, Friend


13935HatterasSt
1-1 Van Nuys, CA 91 40 1-4342
10
Pam Wagner Adult Specific Beneficiary, Step-Niece of
2111 Coldwater Cyn Decedent
Beverly Hills, CA 90211

Denise Goforth Adult Specific Beneficiary, Married to Step-


2111 Coldwatei Cyn Nephew of Decedent
Beverly Hills, CA 90211

Valerie Van Galder Adult Specific Beneficiary, Friend


327 East Rustic Road
Santa Monica, CA 90402

Joanne Berhnsky Adult Specific Beneficiary, Friend


430 Via Colmas
Westlake Village, CA 91362

Vanessa Berhnsky Adult Specific Beneficiary, Friend


430ViaColmas
Westlake Village, CA 91362

Sandra Manley Adult Specific Beneficiary, Friend


419 E 7 8 l h S t , A p t 1 C
New York, NY 10021

Elizabeth Smith Adult Specific Beneficiary, Friend


225 East 74lh Street, Apt 2J
New York, NY 10021

Warren Cowan Adult Deceased, Specific Beneficiary

Peter Spengler Adult Specific Beneficiary, Friend


156HillspomtRoad
Westport, CT 06880

Michael Vmer Adult Deceased, Specific Beneficiary , Friend

Sandy Littman Adult Specific Beneficiary, Friend


1116 N Genesee Ave
Los Angeles, CA 90046

Martin Katz Adult Specific Beneficiary. Friend


9540 Brighton Way
Beverly Hills, CA 90210

David Chasman Adult Specific Beneficiary, Fuend


211 Spaulding Drive
Beverly Hills, CA 90212
Robert Goforth Adult Specific Beneficiary, Step-Nephew of
2111 ColdwaterCyn Decedent
Beverly Hills, CA 90211

Louis Cohen Goforth Adult Specific Beneficiary, Step-Nephew of


c/o Janelle Webb Decedent (Janelle Webb is Louis Cohen
1175 York Ave , Apt 14A Goforth's Mother)
New York, NY 10065

Jill Cohen, a ka Jill Gatsby Adult Specific Beneficiary, Niece of Decedent


9641 RoyaltonDr
Beverly Hills, CA 90210

Lili Zanuck Adult Requested to help anange funeral, Friend


9465 Wilshire Blvd , Ste 930
Beverly Hills, CA 90212

Jackie Appelbaum Adult Requested to help arrange funeral, Friend


9255 Doheny Road
West Hollywood, CA 90069

John Williams Adult Requested to help arrange funeral, Friend


333 Lonng Ave
Los Angeles, CA 90024

Academy of Motion Picture Arts N/A Specific Beneficiary


and Sciences
Attn John B Qumn
8949 Wilshire Blvd
Beverly Hills, CA 90211

Simon Wiesenthal Center N/A Specific Beneficiary


Attn C T Corporation System
818 W 7th Street
Los Angeles, CA 90035

Hole in the Wall Gang Fund, Inc N/A Specific Beneficiary


555 Long Wharf Drive
New Haven, CT 06511

Additional Notice Sent As Follows

Hole in the Wai! Gang Fund, Inc


Attn Jamie K Gerard, Esq
246 Post Road East
I> Westport, CT 06880
\1
Make a Wish Foundation Intl N/A Specific Beneficiary
Attn JonStettner
4742 North 24lh Street, Ste 400
Phoenix, AZ 85016-4862

Womans' Cancer Research Fund N/A Specific Beneficiary


Attn Merrily Newton
Chief Financial Officer
1201 W 5th St, Ste T-700
Los Angeles, CA 90017

American Film Institute N/A Specific Beneficiary


Attn P John Burke
2029 Century Park East Ste 2600
Los Angeles, CA 90067

Gilda Radner Hereditary Cancer


Program at Cedars Sinai Medical
Attn Matthew Rabin N/A Specific Beneficialy
Associate Director of Gift Planning
8700 Beverly Blvd, # 2416
Los Angeles, CA 90048
(323)866-8149

Big Sister Volunteers of Los N/A Contingent Residual Beneficiary


Angeles Inc.
Attn Judith Nelson
6022 Wilshire Blvd , Ste 202
Los Angeles, CA 90036

Corp for Public Broadcasting N/A Contingent Residual Beneficiary


Attn Westwood Smithers
General Counsel
401 9th St
Northwest, Washington D C
20004

St Jude Children's Research N/A Contingent Residual Beneficiary


Hospital
Attn Karla Carnco
Legal Department
501 St Jude PI
Memphis, TN 38105

10
5!578\4042447vl
WILL

QF

RONNI SUE COHEN

I, RONNI SUE COHEN, a/k/a RONNI S. CHASEN, a resident of

Los Angeles County, California, declare that this is my Will.

FIRST: I revoke all Wills and Codicils that I have previously

made.

SECOND: I am unmarried. I have no children, living or

deceased.

THIRD:

A. If my mother survives me, I give to the Trustees named in

subparagraph (i)(l) of paragraph A of Article SIXTH a pecuniary amount equal to

three quarters (3/4) of the value of my estate, using federal estate tax values as

finally determined, to be held in trust (sometimes hereinafter referred to as my

"Mother's Trust") for the benefit of my mother. My Mother's Trust shall be held,

administered and distributed in accordance with the provisions of paragraph A of

Article FIFTH.
B. My Executor shall distribute to my brother, LAWRENCE G.

COHEN, any items of my personal property that my brother selects within sixty

days (60) days of my death.

C. My Executor shall distribute a piece of my jewelry, selected

by my Executor in my Executor's discretion, to each of the following individuals

who survives me: MELISSA COHEN, CYNTHIA COSTAS, DEBORAH

RAFFIN, CANDY CLARK, PAM WAGNER, DENISE GOFORTH, VAL

VANG ALDER, JOANNE BERLINSKY and VANESSA BERLINSKY.

D. I give the sum of FIFTY THOUSAND DOLLARS ($50,000)

to my niece, MELISSA COHEN, if she survives me, which sum shall be held in

a separate trust (sometimes hereinafter referred to as my "Niece's Trust"). My

Niece's Trust shall be held, administered and distributed in accordance with the

provisions of paragraph A of Article FIFTH.

E. I give the sum of TEN THOUSAND DOLLARS ($10,000)

to each of the following individuals who survives me: SANDRA MANLEY and

ELIZABETH SMITH.

F. My Executor shall distribute my clothing to one or more

charitable organizations, selected by my Executor in my Executor's discretion,

which provide shelter to the homeless, battered woman or children.

K'
s
1-1

-2-
G. I give all of my furs to my mother, CAROLYN COHEN, if

she survives me. If CAROLYN COHEN does not survive me, my Executor shall

sell my furs and the net proceeds thereof shall be disposed of as part of the residue

of my estate.

H. My Executor shall distribute to each of the following

individuals who survives me a painting selected by such individual in the following

order of priority: WARREN COWAN, RAYMOND KATZ, PETER SPENGLER,

MICHAEL VINER and DEBORAH RAFFIN (taking one painting), SANDY

LITTMAN, MARTIN KATZ and DAVID CHASMAN.

I. I give my record collection to my nephew, ROBERT

GOFORTH, if he survives me.

J. Subject to paragraph B, I give my playbill collection and

other memorabilia relating to the motion picture business to the ACADEMY OF

MOTION PICTURE ARTS AND SCIENCES, upon condition that whenever such

items are exhibited to the public the exhibition be accompanied by a notice that the

item or items so exhibited are "from the collection of RONNI CHASEN."

K. I give the following sums to the following charitable

organizations:

10

.3-
(i) TWENTY THOUSAND DOLLARS ($20,000) to the

HOLE IN THE WALL GANG FUND INC., to be

used in operating its camp,

(ii) TEN THOUSAND DOLLARS ($10,000) to the

MAKE A WISH FOUNDATION

INTERNATIONAL.

(iu) FIVE THOUSAND DOLLARS ($5,000) to the

WOMANS' CANCER RESEARCH FOUNDATION

at the University of California at Los Angeles,

(iv) FIVE THOUSAND DOLLARS ($5,000) to the

AMERICAN FILM INSTITUTE INC.

(v) TWO THOUSAND FIVE HUNDRED DOLLARS

($2,500) to the GILDA RADNER CANCER

PROGRAM at Cedars Sinai Medical Center,

(vi) FIVE THOUSAND DOLLARS ($5,000) to the

SIMON WIESENTHAL CENTER.

L. I give the sum of TEN THOUSAND DOLLARS ($10,000)

to each of the following individuals who survives me, provided that such sum is

used solely for the purpose of furthering the education of their respective children:

PAM WAGNER, ROBERT GOFORTH, AND LOUIS COHEN GOFORTH.


10

I
\k.3 -4-
11
M. I give the sura of TEN DOLLARS ($10) to my niece, JILL

COHEN, who is also known as JILL GATSBY.

FOURTH: I give the residue of my estate, including any failed

or lapsed gifts, as follows:

A. If my niece, MELISSA COHEN, survives me, the residue of

my estate shall be added to and disposed of as part of my Niece's Trust.

B. If my niece, MELISSA COHEN, does not survive me, the

residue of my estate shall be distributed (i) one-half to MELISSA COHEN'S natural

issue who survive me, by right of representation, (li) one-quarter to my brother,

LAWRENCE G. COHEN, and (iii) one-quarter in equal shares to the charitable

organizations identified in paragraph K of Article THIRD and TWO THOUSAND

DOLLARS ($2,000) to BIG SISTER VOLUNTEERS OF LOS ANGELES INC.,

FIVE THOUSAND ($5,000) to the CORPORATION FOR PUBLIC

BROADCASTING, and FIVE THOUSAND DOLLARS ($5,000) to ST. JUDE

CHILDRENS RESEARCH HOSPITAL.

C. If MELISSA COHEN does not survive me and has no natural

issue who survive me, the residue of my estate shall be distributed (i) one-half to

my brother, LAWRENCE G. COHEN, and (ii) one-half in equal shares to the

charitable organizations identified in paragraph K of Article THIRD and TWO

THOUSAND DOLLARS ($2,000) to BIG SISTER VOLUNTEERS OF LOS

tv,
.V
10 ,.
:3 -5-
ANGELES INC., FIVE THOUSAND DOLLARS ($5,000) to the

CORPORATION FOR PUBLIC BROADCASTING, and FIVE THOUSAND

DOLLARS ($5,000) to ST. JUDE CHILDRENS RESEARCH HOSPITAL.

FIFTH:

A. My Mother's Trust shall be held, administered and distributed

in accordance with the following:

(i) The Trustee of my Mother's Trust shall distribute to

or for the benefit of my mother so much of the net income and principal of my

Mother's Trust as the Trustee in the Trustee's discretion deems necessary for my

mother's health, maintenance, support, comfort and well being. Without limiting

the generality of the foregoing, the Trustee shall distribute net income and principal

of my Mother's Trust so as to enable my mother to move to and occupy a larger

apartment of my mother's choosing, to retain and pay for a live-in companion of

my mother's choosing, to use a driver and/or limousine or taxi service of my

mother's choosing for her transportation needs, and to provide for any other

pleasures and comforts that she desires.

(ii) Upon my mother's death, the remaining balance, if

any, of my Mother's Trust, shall, (a) if my niece, MELISSA COHEN, or any of

her natural issue survives my mother, be split into shares of sixty percent (60%)

and forty percent (40%) of such balance. The sixty percent (60%) share shall be

I ,1

o
£ - 6-
added to my Niece's Trust if MELISSA COHEN survives my mother, but if not,

then it shall be distributed to MELISSA COHEN's natural issue who survive my

mother, by right of representation, and the forty percent (40%) share shall be

distributed in equal shares to the charitable organizations referred to in paragraph

K of Article THIRD and TWO THOUSAND DOLLARS ($2,000) to BIG SISTER

VOLUNTEERS OF LOS ANGELES INC., FIVE THOUSAND DOLLARS

($5,000) to the CORPORATION FOR PUBLIC BROADCASTING, and FIVE

THOUSAND DOLLARS ($5,000) to ST. JUDE CHILDRENS RESEARCH

HOSPITAL, (b) if MELISSA COHEN does not survive my mother and has no

natural issue who survive my mother, be distributed one-half to my brother,

LAWRENCE G. COHEN, and one-half in equal shares to the charitable

organizations referred to in paragraph K of Article THIRD and TWO THOUSAND

DOLLARS ($2,000) to BIG SISTER VOLUNTEERS OF LOS ANGELES INC.,

FIVE THOUSAND DOLLARS ($5,000) to the CORPORATION FOR PUBLIC

BROADCASTING, and FIVE THOUSAND DOLLARS ($5,000) to ST. JUDE

CHILDRENS RESEARCH HOSPITAL.

B. My Niece's Trust shall be held, administered and distributed

in accordance with the following:

$ -7-
(i) The Trustee of my Niece's Trust shall distribute to

MELISSA COHEN the sum of TWELVE THOUSAND DOLLARS ($12,000) per

annum annually or more frequently.

(ii) Upon the death of MELISSA COHEN , the remaining

balance, if any, of my Niece's Trust shall be distributed in equal shares to the then

living natural issue of MELISSA COHEN, by right of representation, but if there

are no such then living natural issue, then (1) one-half to my brother,

LAWRENCE G. COHEN, and (2) one-half in equal shares to the charitable

organizations referred to in paragraph K of Article THIRD and TWO THOUSAND

DOLLARS ($2,000) to BIG SISTER VOLUNTEERS OF LOS ANGELES INC.,

FIVE THOUSAND DOLLARS ($5,000) to the CORPORATION FOR PUBLIC

BROADCASTING, and FIVE THOUSAND DOLLARS ($5,000) to ST. JUDE

CHILDRENS RESEARCH HOSPITAL.

SIXTH:

A.

(i) (1) I designate CAROLYN COHEN, RAYMOND

KATZ and MARTHA SMILGIS to serve as co-Trustees of my Mother's Trust.

MARTHA SMILGIS shall have the right, while serving as Trustee, upon notice to

any then serving co-Trustee, to designate one or more persons to serve as successor

Trustee(s) or successor co-Trustee(s), in the order named by MARTHA SMILGIS,


1,0
^
1-1
10

-8-
in the event either CAROLYN COHEN, RAYMOND KATZ or MARTHA

SMILGIS shall for any reason be unable to act or continue to act or cease to act

as Trustee, and to revoke any such designation.

(2) I designate MARTHA SMILGIS to serve as

Trustee of any other trust established hereunder. MARTHA SMILGIS shall have

the right, while serving as Trustee, to designate one or more persons to serve as

successor Trustee(s) or successor co-Trustee(s), in the order named by MARTHA

SMILGIS, in the event MARTHA SMILGIS shall for any reason be unable to act

or continue to act or cease to act as Trustee, and to revoke any such designation.

(3) If all persons designated by me or MARTHA

SMILGIS are unable to act or continue to act or cease to act as Trustees of any

trust established hereunder, then I request the court having jurisdiction of the

matter to appoint a bank or trust company authorized to and conducting business

as a fiduciary in the State of California and having a net worth of not less than

ONE HUNDRED MILLION DOLLARS ($100,000,000) to serve as Trustee. A

majority of the adult and competent income beneficiaries, including persons to

whom income may be distributed in the Trustee's discretion, of any trust

established hereunder shall have the right to remove the Trustee of such trust and

to appoint as successor Trustee any bank or trust company authorized to and

conducting business as a fiduciary in the State of California and having a net worth

1*1
'?
lo
- n9 -
of not less than ONE HUNDRED MILLION DOLLARS ($100,000,000), by

delivering a written notice of such removal to the Trustee, accompanied by a

statement of willingness to accept the trust signed by the selected successor

Trustee.

(ii) A Trustee may resign either by written notice to all

of the current beneficiaries of the trust (or to the parent, guardian or conservator

of any such beneficiary of the trust who is under disability), or by filing the

appropriate petition with the court having jurisdiction over the trust. In the event

of such resignation, the resigning Trustee shall convey the trust estate to the

successor Trustee.

(iii) No bond shall be required of any Trustee named in

this Will or designated pursuant to its provisions.

(iv) No successor Trustee shall be obligated to examine or

review the accounts, records or acts of any previous Trustee. A successor Trustee

may accept the accounting records of the predecessor Trustee showing assets on

hand without further investigation and without incurring any liability to any person

claiming or having any interest in the trust. A Trustee shall be responsible only

for his own acts or omissions which are grossly negligent or which are done or

omitted to be done in bad faith.

10s

i: -10-
(v) No one dealing with the Trustee need inquire

concerning the validity of any actions of the Trustee.

(vi) A Trustee may receive reasonable compensation and

reimbursement for expenses. Such compensation and reimbursement for expenses

shall be paid from and be a proper expense of the trust.

(vii) A Trustee who is an attorney, accountant, investment

advisor, business manager or other professional shall not be disqualified from

rendering professional services to the trust and being compensated on a reasonable

basis therefor in addition to any compensation to which he is entitled as a Trustee;

nor shall a firm with which a Trustee is associated as a partner, officer or

employee be disqualified from dealing with, rendering services to or discharging

duties for the trust and being compensated therefor on a reasonable basis.

(viii) If more than one person is acting as Trustee of any

trust established hereunder, all actions required or permitted to be done or omitted

by the Trustee shall be done or omitted only upon the vote of at least a majority

of the Trustees; provided, however, that if a Trustee is prohibited from exercising

a discretionary power or authority as the result of paragraph D of this Article

SIXTH, such power or authority may be exercised by the majority of Trustees not

so prohibited, but if there are no such Trustees then by the person or persons

designated in subparagraph (i) of this paragraph A to act next as successor Trustee


w
1.x1
10
& - 11 -
or successor co-Trustees of the trust. If more than one person is acting as Trustee

of any trust established hereunder, and such Trustees are unable to agree on a

proposed course of action, at the election of any Trustee, the person designated in

subparagraph (i) of paragraph A of this Article SIXTH to fill the next vacancy

occurring in the office of Trustee shall cast a vote as a special Trustee in order to

break the deadlock.

(ix) If more than one person is acting as Trustee of any trust

established hereunder, a Trustee shall be presumed to have approved a proposed

act or a proposed decision to refrain from acting if that Trustee fails to indicate

approval or disapproval thereof within fifteen (15) days after a written request for

approval, and a Trustee shall not be required to make a proposal which has been

disapproved on at least two (2) occasions if that Trustee has informed each

disapproving co-Trustee that continued disapproval will be assumed until notice to

the contrary has been received.

(x) If more than one person is acting as Trustee of any trust

established hereunder, a Trustee may from time to time delegate to the other

Trustee or Trustees all or any of his or her powers and authorities as Trustee

during temporary absences due to vacation, business or employment, illness or

emergency, or other similar cause. Any such delegation shall be in writing, shall

specify the powers and authorities delegated and may be revoked or modified in
s
1-1

-12-
writing. A statement that the Trustee delegates all powers and authorities granted

by my Will shall be sufficient to delegate all such powers and authorities. No

delegation shall be made for longer than six (6) months, and any two (2)

delegations for the same purpose must be separated by at least a thirty (30) day

period. Such delegation shall terminate as provided in the written notice, or upon

the earlier to occur of the delivery by the delegating Trustee to the other Trustees

of written notice of revocation or the expiration of six (6) months from the date of

the delegation. The delegating Trustee shall incur no liability to any person

regarding the administration of such trust with respect to the exercise of the powers

and authorities delegated during the delegation period. Any third party, including

any bank, savings and loan, title insurer, stock or bond broker or transfer agent

may rely upon such delegation and shall incur no liability for any action taken in

reliance on such delegation in the absence of actual knowledge of its revocation or

modification.

(xi) An individual shall be considered unable to act as

Trustee for such period as the individual is "incapacitated." For purposes of this

Article SIXTH, a person shall be deemed "incapacitated" when the person has been

declared incapacitated by a court of competent jurisdiction, when a conservator has

been appointed for the person, or upon the execution of a written certificate by two

(2) licensed physicians, unrelated by blood or marriage to the Trustee or any


IO

-V*
- 13 -
O
beneficiary, who have examined the person stating that, in the opinion of such

physicians, the person is physically or mentally incapable of managing his or her


financial affairs in a reasonable manner. If the person shall be deemed
incapacitated on account of such physicians' certificates, the person shall be

deemed to have recovered from such incapacity if two (2) licensed physicians,

unrelated to the person or to any beneficiary of the trust by blood or marriage, who

have examined the person certify in writing that the person is again capable of

managing his or her financial affairs in a reasonable manner. For purposes of such
physicians' certificates, as a condition to the acceptance of his or her appointment

as Trustee, a person must voluntarily waive any physician-patient privilege or

psychiatrist-patient privilege that may exist and the person must authorize
physicians and psychiatrists to examine the person and disclose the person's

condition in order to determine the person's incapacity or capacity for purposes of


my Will. Each physician shall be entitled to compensation for services rendered

in connection with determining the person's capacity or incapacity for purposes of


my Will, which shall be paid from the trust. The effective date of such incapacity

shall be the earliest of the date of the decree adjudicating the person's incapacity,

the date of the decree appointing the conservator, or the date on which the second

of the two physicians' certificates necessary to determine the person's incapacity

is executed. Any third party dealing with the trust may rely on such physicians'
IV
(•*>
10

& ~ - 14 -
certifications of capacity or incapacity and such person shall incur no liability for

any actions taken or omitted in good faith in reliance on any such certifications.

If a person ceases being incapacitated within one (1) year of the date of becoming
incapacitated, the person at the person's election may resume the office of Trustee

previously vacated by him or her, and the person, if any, then occupying such

office shall be deemed to have resigned effective as of such resumption.

(xii) As used herein, the term "Trustee" shall be deemed

to refer to the person or persons who is or are qualified and acting as Trustee or
co-Trustee of this trust at any particular time, including any successor Trustee.
B. Except as otherwise herein provided, the Trustee shall have,
with respect to the trust estate of each trust established hereunder, the following
powers in addition to those powers now or hereafter conferred by law:

(i) To invest and reinvest all or any part of the trust


estate, without regard to any law or laws limiting the investment powers of

fiduciaries or requiring the diversification of the investment of property held by a

fiduciary in a fiduciary capacity, in every kind of property, real, personal or

mixed, and every kind of investment as the Trustee in the Trustee's discretion may

select, including without limitation individual, corporate and governmental

obligations of every kind, common or preferred stocks, securities of investment

trusts and investment companies, mortgages, deeds of trust, mortgage


i ,1
V

10

!3 - 15 -
participations, real estate, interests in common trust funds (including common trust

funds now or hereafter established by any corporate Trustee), interests in general

and limited partnerships and limited liability companies, and property in which the

Trustee owns an undivided interest in any other trust capacity; and in so investing

and reinvesting all or any part of the trust estate, to consider individual investments

as part of an overall investment strategy; provided, however, that the Trustee shall

invest the trust estate with a view both towards the production of income and the

long-term growth of principal, giving approximately equal weight to each such

factor.

(ii) To hold in the form in which received (or the form to

which changed by any reorganization, split up, stock dividend, or other like

occurrence) any securities or other property the Trustee may at any time acquire

under this trust.

(iii) To receive any property from any person, by Will or

otherwise, and to retain for such time as he deems advisable any property

transferred to any trust established hereunder, whether or not the Trustee would be

then authorized to invest in such property and whether or not such property is

property in which the Trustee is personally interested or in which the Trustee owns

an undivided interest in any other trust capacity; to operate at the risk of the trust

estate any business that the Trustee receives or acquires under the trust as long as
10

i?
- 16 -
the Trustee deems advisable; and to keep all or part of the trust estate at any place

within the United States or abroad.

(iv) To retain, purchase, or otherwise acquire unproductive

property or wasting assets, including without limitation a personal residence or

residences for use by the beneficiary or beneficiaries of any trust established

hereunder.

(v) To have and exercise all the rights, powers, and

privileges of an owner with respect to all property of the trust estate, including

without limitation the powers to sell, whether by public or private sale and whether

for cash and/or deferred payments, exchange, convey, transfer, operate, improve,

mortgage, pledge, encumber, subdivide, partition, improve, repair, develop, grant,

assign, bargain and in any other manner, conditionally or absolutely, use, dispose

of, or grant options on, all or any portion of the trust estate whenever and as often

as he deems advisable; and to manage and control property held in this trust.

(vi) Without limiting the generality of subparagraph (v) of

this paragraph B, to have and exercise all the rights, powers and privileges of an

owner with respect to any securities included in the trust estate, including without

limitation the powers to vote, give general or limited proxies, and pay any calls,

expenses, assessments or other sums; to assent to or dissent from corporate sales

and other acts; to assent to, dissent from, or participate for any length of time in,

13
- 17 -
voting trusts, pooling agreements, foreclosures, reorganizations, recapitalizations,

consolidations, mergers, and liquidations, or any plan therefor, and in connection

therewith, to give warranties and indemnifications and to accept, retain, and/or

deposit securities with and transfer title to any protective or other committee on

such terms as the Trustee may deem advisable; to exchange, exercise or sell stock

subscription or conversion rights; to enter into for any length of time and terminate

any shareholders' agreements; and to serve on the board of directors, and any

committee of such board, of the issuer of any securities held in the trust or of any

affiliate of such issuer.

(vn) To hold securities or other property in the Trustee's

name as Trustee under this trust, or in the Trustee's own name, or in the name of

a nominee, or in the name of a custodian (or its nominee) selected by the Trustee,

with or without disclosure of this trust, the Trustee being responsible for the acts

of such custodian or nominee affecting such property, or to hold securities

unregistered in such condition that ownership will pass by delivery,

(viii) To acquire and hold any securities or other property

even though the Trustee, in his separate capacity, shall have invested or may

thereafter invest, using his or her own funds or other funds as to which he or she

has the management and control, in the same or related securities or in the same

or related other property the interest, principal or other avails of which may be
10
j-iv
id
- 18 -
payable at different rates or different times or may have a different rank or

priority; to acquire and hold any securities or other property even though in

connection therewith the Trustee, in his or her separate capacity, may receive

compensation reasonable and customarily due in the course of his or her regular

activities; and to acquire and hold any securities or other property even though the

funds used for the acquisition thereof may directly or indirectly be used to pay the

principal and/or interest with respect to loans made by the Trustee in his or her

separate capacity. The intent of the grant to the Trustee of these powers is to

relieve the Trustee, to the full extent permitted by law, from any liability which

might arise solely because in his or her separate capacity the Trustee has an interest

in such transactions, but not to relieve the Trustee of his or her duties to act fairly,

conscientiously and prudently in the management and control of the trust estate.

(ix) To lease all or any part of the trust estate for a term

or terms within or beyond the term of the trust for any purpose, including

exploration for and removal of gas, oil and other minerals; to enter into community

oil leases, pooling, and unitization agreements; and to amend or extend existing

leases.

(x) To loan or advance the Trustee's own funds to the

trust for any trust purpose, with interest at rates applicable to loans in similar

amounts and upon similar terms; to receive security for any such loan in the form
k'

%
.4
- 19 -
O
of a mortgage, pledge, deed of trust, security interest or other lien or encumbrance

of or in any assets of the trust; to purchase any assets of the trust at their fair

market value, as determined by an independent appraisal; and to sell property to

the trust at a price not in excess of its fair market value, as determined by an

independent appraisal.

(xi) To disclaim or release or to restrict the scope of any

power that any Trustee may hold in connection with any trust established pursuant

to my Will, whether such power is expressly granted in the instrument or implied

by law. The Trustee shall exercise the power conferred hereby to disclaim, release

or restrict in a written instrument executed by the Trustee, specifying the powers

to be released or restricted and the nature of any such restriction. Such instrument

shall be filed with the records of the Trustee and a copy delivered to each of the

beneficiaries of the trust estate who are at the time of such disclaimer, release or

restriction entitled to, or may at the Trustee's discretion, receive current

distributions of the net income or principal of such trust.

(xii) To employ and compensate out of the trust estate'

custodians, attorneys, accountants, brokers, investment advisors, and others whose

services are, in the Trustee's discretion, necessary or convenient to the

administration of the trust; to pay all or any portion of such compensation or of the

10

-20-
Trustee's own fees as the respective services are performed and without prior court
approval; and to act without independent investigation upon their recommendations.
(xui) To borrow money, or assume or carry indebtedness

for any trust purpose and upon such terms and conditions as the Trustee

determines, and, for any sums so borrowed, to issue a promissory note in the

Trustee's name, and to encumber all or any part of the trust estate by mortgage,

deed of trust, pledge, or otherwise, for a term within or extending beyond the term

of the trust; without limiting the generality of the foregoing, to receive any

property which is an addition to the trust subject to a liability, and to assume any

liability in connection with the receipt of any property which is an addition to the

trust.

(xiv) To commence or defend, at the expense of the trust

estate, such litigation or other proceedings with respect to the trust, including

without limitation the defense of any contest or other attack on this trust or any of

its provisions, or with respect to any property of the trust estate, as the Trustee

deems advisable, and to compromise, arbitrate, adjust or otherwise deal with and

settle any claims, litigation or other proceedings against or in favor of the trust.

The Trustee's powers under this provision shall apply during the term of the trust

and following the distribution of the trust estate. However, the Trustee shall have

no obligation or duty with respect to any litigation, claims or proceedings occurring

13
!2 '2l "
o
by the distributees for any cost, expense or loss in connection with such litigation,

claims or proceedings.

(xv) To carry insurance of such kinds and in such amounts

as the Trustee deems advisable, at the expense of the trust, to protect the trust

estate and the Trustee personally against any risk or hazard.

(xvi) To partition, allocate, and distribute the trust estate,

on any division or partial or final distribution of the trust estate, in undivided

interests or in kind, or partly in money and partly in kind, at valuations determined

by the Trustee, and to sell such property as the Trustee deems necessary to make

division or distribution. In making any division or partial or final distribution of

the trust estate, the Trustee shall be under no obligation to make a pro rata

division, or to distribute the same assets to beneficiaries similarly situated; but

rather, the Trustee may, in the Trustee's discretion, make a non pro rata division

between trusts or shares and non pro rata distributions to such beneficiaries, as long

as the respective assets allocated to separate trusts or shares, or distributed to such

beneficiaries, have equivalent or proportionate fair market value. The income tax

bases of assets allocated or distributed non pro rata need not be equivalent and may

vary to a greater or lesser amount, as determined by the Trustee in his discretion,

and no adjustment need be made to compensate for any difference in such bases.
10
\r the distribution of the trust estate unless the Trustee is adequately indemnified

10
o - /V)
22 -
o~*
(xvii) To withhold from distribution, in the Trustee's

discretion, at the time for the distribution of any portion of the trust estate, all or

any portion of the property or amount otherwise required to be distributed, for such

period as the Trustee determines in the Trustee's discretion that such property or

amount may be subject to conflicting claims, to tax liabilities or deficiencies, or to

other liabilities or deficiencies, contingent or otherwise, properly incurred in the

administration of the trust.

(xiii) To make, execute, acknowledge, and deliver, as

Trustee, any and all assignments, documents of transfer or conveyance, and any

and all other instruments that may be necessary or appropriate to carry out the

powers herein granted.

(xix) To abandon any property or interest in property

included in the trust estate when, in the Trustee's discretion, such abandonment is

in the best interest of the trust and its beneficiaries.

(xx) To combine or merge the trust estate of any trust

established hereunder with or into the trust estate of any other trust established by

me or by me and my husband or by my husband and having the same beneficiaries

and substantially the same terms.

(xxi) Without limiting the generality of the other provisions

of this paragraph B, with respect to Artistic Property, to develop, acquire, receive

- 23 -
and retain such Artistic Property, even though such Artistic Property may constitute

a large portion of the trust estate; to acquire, upon such terms as the Trustee

considers advisable, such extensions, renewals or rights as the Trustee determines

for the protection of Artistic Property and to pay all expenses in connection

therewith; to make any and all agreements, contracts, assignments or arrangements

for Artistic Property as the Trustee considers advisable; to institute, join in,

maintain, compromise, defend, or otherwise dispose of any litigation arising in any

manner in connection with Artistic Property; to license such persons and

corporations as the Trustee may select to use, perform, publish, sell, distribute, or

otherwise exploit, exclusively or nonexclusively, any Artistic Property for such

periods of time, for such royalties or other payments, and upon such terms and

conditions as the Trustee determines, with full power of modification of such

licensing, distribution, or other agreements; to give such licensees or distributees

a power of assignment or sublicense, with or without the consent of the Trustee,

subject to such terms as the Trustee determines; to employ and pay attorneys,

brokers, managers and agents, for or in connection with the sale, lease, licensing,

exploitation, utilization, distribution, or other disposition of, or dealing with,

Artistic Property; to transfer such Artistic Property m exchange for stock or

securities in a corporation, an interest or interests as a limited and/or general

partner in a partnership or an interest in a limited liability company, or an interest

I
10

!$ -24-
or interests in a tenancy in common, or a beneficial interest in a trust; and the

Trustee shall be under no liability or obligation to any person for any action taken

pursuant to the powers granted in this paragraph. The term "Artistic Property"

refers to and includes all right, title, and interest in and to (a) artistic or intellectual

works and properties of any kind and nature created, compiled, written, directed,

composed, produced or otherwise authored by me or by any business entity with

which I am affiliated, whether done so alone or in collaboration with others,

(b) any derivatives of such works or properties, (c) my name, voice, signature,

photograph, costume, appearance and likeness (including without limitation the

rights recognized under section 990 of the California Civil Code), (d) the tangible

embodiments of any of the foregoing (including without limitation films, tapes,

prints, discs, records, cassettes, photographs and items of merchandise), (e) all

copyrights, trademarks and tradenames on or associated with any of the foregoing

(and all renewals and extensions thereof), (f) all rights and proceeds under contracts

for the publication, performance, sale, distribution, licensing or other exploitation

of any of the foregoing, including royalty rights and all other rights and causes of

action of any kind or nature at any time existing in connection with any of the

foregoing, or which may arise or accrue therefrom, whether such works or

properties shall be finished or unfinished or published or unpublished, and

including the rights to secure, extend or renew any copyrights, trademarks,


IV
s

-25-
tradenames or other agreements and the right to exercise all nghts with respect to
»

such copyrights, trademarks, tradenames or other agreements, and (g) any interest

in a business entity a substantial portion of the operating assets of which consists

of Artistic Property. For such purposes, works shall include all works described

in or covered by section 101 of Title 17 of the United States Code, or in the

provisions of the laws of other jurisdictions protecting the nghts of authors and

artists.

(xxii) To give a power of attorney to act for or sign the name

of such Trustee to any instrument in the Trustee's fiduciary capacity, and any

action taken pursuant to such power of attorney shall be valid for all purposes as

if done or signed by the Trustee giving such power of attorney. Any such power

of attorney may be general or may be limited to certain acts or instruments or may

contain conditions and restrictions, and such power of attorney may be amended

or revoked at any time by the Trustee giving such power.

C. If any trust established pursuant to this Will includes as a trust

asset any interest in a policy of insurance on the life of the Trustee of that trust,

the Trustee is authorized to retain such interest as a trust asset, but the Trustee

whose life is insured is prohibited from exercising any incidents of ownership with

respect thereto. All such incidents of ownership shall instead be exercisabie only

by a special life insurance Trustee who shall be the person or persons then serving

13
o -26-
o
-*
with the insured Trustee as co-Trustee or co-Trustees of the trust; or if there is no

such person so serving, the person or persons designated in subparagraph (i) of

paragraph A of this Article SIXTH to serve next as successor Trustee of the trust

(after the insured Trustee ceases to act as such). The purpose of this paragraph is

to avoid having any of the proceeds of such insurance included in the gross estate

of the insured Trustee upon his or her death for estate tax purposes, and this

paragraph shall be construed and acted upon accordingly.

D. All of the powers, authorities and discretions granted to the

Trustee in his or her capacity as Trustee shall be exercisable by the Trustee only

in such fiduciary capacity. The Trustee shall not exercise any discretionary power

or authority conferred by my Will to make a distribution or application of any

income or principal of the trust estate which would discharge in whole or in part

any legal obligation of the person or persons acting as Trustee incurred in such

person's individual capacity except where such obligation is incurred for the health,

education, maintenance or support of such person in his or her individual capacity

as beneficiary of the trust.

E. (i) Income accrued or unpaid on property at the time it

is received by any trust established hereunder shall be treated as any other income

of such trust. Except as otherwise specifically provided in this Will, income

accrued or held undistributed by the Trustee at the termination of any trust or any
10

!'} - 27 -
interest in a trust established hereunder, shall go to the next beneficiaries of trust

in proportion to their respective interests in such trust. Income accrued or held

undistributed by the Trustee of a qualified terminable interest property trust upon

the death of the spouse for whose benefit such trust has been established shall go

to the estate of such spouse. This paragraph shall not apply to income accrued on

United States Treasury bonds redeemed at par in payment of federal estate tax upon

my death, which shall be governed by subparagraph (iii) of paragraph D of Article

SEVENTH.

(ii) Among successive beneficiaries of the trust, all taxes

and other current expenses shall be prorated over the period to which they relate

on a daily basis.

(iii) The Trustee need not physically segregate or divide

the property of the various trusts established hereunder except as segregation or

division may be required by the termination of any of the trusts, but the Trustee

shall keep separate accounts for the different trusts.

(iv) Except as otherwise specifically provided in this Will,

the determination of all matters with respect to what is principal and income of the

trust estate of any trust established pursuant to this Will and the apportionment and

allocation of receipts and expenses between income and principal shall be governed

by the provisions of the California Revised Uniform Principal and Income Act from
10

,'3
10
o -28-
time to time existing. Any such matter not provided for either in this Will or in

the California Revised Uniform Principal and Income Act shall be determined by

the Trustee in the Trustee's discretion.

(v) Notwithstanding any other provision of this Will or of

the California Revised Uniform Principal and Income Act, the Trustee of any trust

established pursuant to this Will shall

(a) establish reasonable reserves for (1) depreciation of all

income-producing real and personal property and of capital improvements and

extraordinary repairs, (2) depletion of all interests in depletable natural resources,

including without limitation interests in oil, gas, mineral and timber property, and

(3) amortization of all intangible property with a limited economic life, including

without limitation patents and copyrights;

(b) credit to principal distributions by mutual funds and

similar entities of gains from the sale or other disposition of property; and

(c) amortize all premiums paid and accumulate all

discounts received in connection with the acquisition of any bond or other

obligation by making an appropriate charge or credit, as the case may be, to

income.

F. (i) The Trustee may in the Trustee's discretion take any

actions and may make any elections which in the opinion of the Trustee will serve
-4

10

ly

!j -29-
o
to minimize the tax liabilities of the trust and its beneficiaries. The Trustee may

in the Trustee's discretion make appropriate adjustments in the rights of

beneficiaries or between the income and principal accounts to compensate for the

effects of any actions or elections which the Trustee believes have the effect of

directly or indirectly favoring one beneficiary or group of beneficiaries over any

other beneficiary or group of beneficiaries. In recognition of the difficulties of

determining the amount of such adjustments, the Trustee is exonerated from any

liability to the trust estate or any beneficiary on the ground that any adjustment

made or omitted to be made was more or less than the adjustment required by law.

(ii) When determining the distribution of income or

principal authorized hereunder, the Trustee may in the Trustee's discretion take

into consideration the tax consequences to the trust and the beneficiaries to whom

distribution may be made and may in the Trustee's discretion allocate different

classes or items of income, deduction and credit to different beneficiaries.

G. The Trustee of my Mother's Trust is expressly authorized,

in the Trustee's discretion, to permit my mother to occupy any real property and

improvements (the "Residence") held by such trust and to use all furniture, fixtures

and equipment (the "Personal Property") held by such trust which are associated

with such Residence, on such terms as the Trustee deems advisable, whether rent

free or in consideration of payment of taxes, insurance, maintenance, repairs, or


\\>
13
- 30 -
otherwise. The Trustee of my Mother's Trust is specifically authorized to retain,

acquire or otherwise purchase a Residence and Personal Property for occupancy

and use by my mother pursuant to this paragraph, even though it is not productive

of income and even though it constitutes all or a major portion of the trust estate.

H. In any case in which the Trustee is authorized to make a

distribution of all or any portion of the trust estate to a beneficiary, the Trustee

may, at the Trustee's discretion, make such distribution by making payment

directly to such beneficiary or may apply such distribution for the use and benefit

of such beneficiary. The circumstances in which the Trustee may apply a

distribution for the beneficiary's benefit shall include, but not be limited to,

circumstances in which the Trustee determines that the beneficiary is incapacitated

through illness or other cause, or the Trustee determines that a distribution is liable

to be immediately subjected to attachment, execution or other form of levy in the

hands of the beneficiary. Any such application of a distribution for the

beneficiary's benefit shall be made at such times and in such manner as the Trustee

shall deem advisable and may include payments to persons and organizations other

than the beneficiary, provided that the payment is for the benefit of the beneficiary.

In such cases, the receipt of the person or organization to whom the payment is

made or entrusted shall be a complete discharge of the Trustee's responsibilities

with respect to such payment.


10
13
- 31 -
I. Whenever the Trustee is directed to make a distribution of all

or any portion of the trust estate, or to make a division of the trust estate into

separate trusts or shares on the death of a person referred to in this Will, the

Trustee may delay, without payment of interest, such distribution or division for

such period as may in the Trustee's discretion be reasonably required to ascertain

and provide for the payment of any tax or other obligation for which the property

of the trust estate to be distributed or divided is or may become liable or to resolve

any conflicting claims regarding entitlement to such property. If the Trustee elects

to delay distribution or division, the delayed division or distribution shall be made

as if it had taken place at the time indicated in the absence of this provision. All

rights granted to beneficiaries of any trust established hereunder shall be deemed

to be vested and to be effective at the time indicated in the absence of this

provision.

J. Payments to any beneficiary who is a minor or who is under

any other disability may be made for the beneficiary's account to the beneficiary's

conservator, guardian of the person, custodian under the Uniform Transfers to

Minors Act (or successor or comparable statute), parent or any other suitable adult

with whom the beneficiary resides, or may be applied for the beneficiary's benefit.

Sums may be paid directly to a minor beneficiary who, in the Trustee's judgment,

has attained sufficient age and discretion to render it probable that such sums will
10
io
!*o - 32 -
be properly expended. All such payments may be made by the Trustee without the

intervention of any court, and the receipt to the Trustee for the funds so distributed

shall be full discharge to the Trustee thereof; but the Trustee may require such

reports and take such steps as the Trustee deems advisable to assure the due

application of such funds to the purposes under this trust. No bond or security

shall be required of any such payee. Payments for the account of a beneficiary

who is a minor which are made to a custodian under the Uniform Transfers to

Minors Act (or successor or comparable statute) may, if so specified by the

Trustee, be held by such custodian until the beneficiary attains age twenty-five (25)

or such younger age as the Trustee specifies.

K. Unless otherwise specified herein,

(i) Any addition to any trust established hereunder that,

at the time of the transfer, has been wholly distributed (except as the result of the

exercise of a power of appointment which did not specify the manner in which a

subsequent addition to the trust shall be distributed) shall be distributed to the

distributees of such trust at the time of the final distribution in the same proportion

as the final distribution; if any such distributee was a natural person who is not

then living, the share of such distributee shall be distributed to his or her then

living issue, by right of representation; but if there are no such then living issue,

such share shall augment proportionately the shares of the other distributees.
io\
i'o
|iV.J SJ f\
(ii) Any addition to any trust established hereunder that, at

the time of the transfer, has been partially distributed (except as the result of the

exercise of a power of appointment which did not specify the manner in which a

subsequent addition to the trust shall be distributed) shall augment proportionately

the distributed and undistributed portions of such trust. The portion of the addition

augmenting the distributed portion of such trust shall be distributed to the

distributees of such trust at the time of the partial distribution (or if there has been

more than one such partial distribution, to the distributees at the time of each such

partial distribution) in the same proportion as the partial distribution or

distributions; if any such distributee was a natural person who is not then living,

the share of such distributee shall be distributed to his or her then living issue, by

right of representation; but if there are no such then living issue, such share shall

augment proportionately the shares of the other distributees.

(hi) Any addition to any trust established hereunder over

which a power of appointment has been exercised shall be held in a separate trust

or distributed as if the power had not been exercised, unless the instrument

exercising that power specifies the manner m which a subsequent addition to the

trust shall be distributed.

(iv) For purposes of this Will, the term "proportionately"

shall mean equally with respect to all trusts set aside for my children and, with

-34-
respect to any trusts for the issue of my deceased child into which a trust for my

deceased child has been divided, shall mean a fractional part of the trust set aside

for such issue, the numerator of which fraction shall be one, and the denominator

of which shall be the number of trusts into which my deceased child's trust shall

be divided from time to time. Comparable principles shall apply with respect to

other beneficiaries.

L. Unless sooner terminated in accordance with other provisions

of this Will, all trusts established hereunder (and each trust established by the

exercise of a power of appointment conferred hereunder) shall terminate one day

prior to the date which is twenty-one (21) years after the death of the last survivor

of the following individuals living (or in gestation) at my death: any issue of my

parents. The pnncipal and undistributed income of a trust terminated pursuant to

this paragraph L shall be distributed among the income beneficiaries of such trust

who are then entitled to receive trust net income in the same proportion that the

beneficiaries would be entitled to receive trust net income immediately before the

termination of such trust. If at the time of termination the rights to income are not

fixed by the terms of the trust, distribution under this paragraph L shall be made,

by right of representation, to the persons who are then entitled or may in the

Trustee's discretion be authorized to receive payments of trust net income.

IVI

13
« -35-
o
M. (i) No interest in the principal or income of any trust

established hereunder shall be anticipated, assigned, encumbered, or subjected to

creditor's claim or legal process before actual receipt by the beneficiary.

(ii) If the creditor of any beneficiary who is entitled to any

distributions from any trust established hereunder attempts by any means to subject

to the satisfaction of his or her claim that beneficiary's interest in any distribution,

then, until the release of the writ of attachment or garnishment or other process,

the distribution set aside for such beneficiary shall be disposed of as follows:

(a) The Trustee shall pay to or apply for the

benefit of the beneficiary all sums the Trustee in the Trustee's discretion

determines to be necessary for the reasonable health, education, maintenance and

support of the beneficiary according to his or her accustomed mode of life; and

(b) The portion of the distribution that the Trustee

determines to exceed the amount necessary for the reasonable health, education,

maintenance and support of the beneficiary according to his or her accustomed

mode of life shall in the Trustee's discretion either be added to and become

principal in whole or in part or be paid to or applied for the benefit of the other

beneficiaries then entitled to receive distributions of net income from any such

trust, in proportion to their respective interests in the trust estate; or, if there are

no other beneficiaries, the excess distribution may be paid to or applied for the
10

10

!g -36-
o
benefit of the person or persons presumptively entitled to the next eventual interest,

in proportion to their respective interests in the trust.

N. Until the Trustee shall have received actual written notice of

the occurrence of an event affecting the beneficial interests of any trust established

hereunder, such as a birth, a marriage, or a death, the Trustee shall not be liable

to any beneficiary of such trust for any distribution made as though the event had

not occurred; provided, however, that this paragraph N shall not exonerate the

Trustee from liability arising from nonpayment of death or generation-skipping

taxes that may be payable by the trust on the occurrence of an event affecting the

beneficial interests in the trust. In particular, unless within six (6) months after the

death of any person holding a power of appointment given him or her pursuant to

this Will, the Trustee shall have received actual written notice of an instrument

purporting to exercise such power, the Trustee may distribute any property

according to the terms of such trust as if the power had not been exercised. In

such event if an instrument purporting to exercise such power exists, the Trustee

shall not be liable to the appointees under such exercise; provided, however, that

the respective rights of the appointees and distributees of such property among

themselves shall be governed by applicable law.

O. If any trust established under this Will has only one current

beneficiary, such beneficiary is age eighteen (18) or older, and the trust has a total
10

- 37 -
value at the end of a calendar year of FIFTY THOUSAND DOLLARS ($50,000)

or less, the Trustee may, in the Trustee's discretion, distribute all of the principal

and accrued or undistributed income of such trust to or for the benefit of that

beneficiary and terminate the trust for that beneficiary.

P. The Trustee may, in the Trustee's sole discretion, require, as

a condition to making a distribution to a beneficiary, that the beneficiary (or the

beneficiary's conservator, guardian of the person, custodian under the Uniform

Transfers to Minors Act, parent or other suitable adult with whom the beneficiary

resides, as the Trustee in the Trustee's sole discretion determines) provide the

Trustee with a release with respect to the amount so distributed and, if the Trustee

in the Trustee's sole discretion deems it applicable, with respect to the entire

interest of the beneficiary of this trust.

Q. Any beneficiary (including a person who would be a

beneficiary but for such disclaimer) shall have the right to disclaim all or any part

of any interest in the trust estate of any trust established hereunder to which such

beneficiary is or may be entitled. Except as otherwise provided in this Will, any

interest which is disclaimed shall be held, administered and distributed as if the

disclaiming beneficiary had predeceased the person transferring such interest. No

interest of the beneficiary, except for the interest specifically disclaimed, shall be

affected by the disclaimer.


10

- 38 -
R. If an individual Trustee of a trust established hereunder has

the power, acting alone or in conjunction with any other person, to distribute

income or principal of the trust to himself or herself as a beneficiary thereof, and

such power is not otherwise limited by an ascertainable standard, as described in

section 2041(b)(l)(A) of the Code, then the Trustee's power to make distributions

to himself or herself as beneficiary shall be limited by such ascertainable standard.

In addition, if an individual Trustee of a trust established under this Declaration of

Trust has the power, acting alone or in conjunction with any other person, to

distribute income or principal of the trust to himself or herself as a beneficiary, the

final sentence of subparagraph (xvi) of paragraph B of this Article SIXTH shall not

apply while such individual is Trustee.

S. (i) Notwithstanding the provisions of Article FIFTH, the

Trustee is authorized as follows:

(a) to subdivide the trust estate of any trust

established pursuant to this Will into separate subshares (whether or not equal), and

(b) to hold any such subshare as a separate trust,

(ii) The Trustee is requested, but not directed, to make a

division of the trust estate of any such trust into separate subshares in accordance

with subparagraph (i) in the manner which the Trustee believes will result in one

or more of the subshares having a lower inclusion ratio, within the meaning of
10

- 39 -
section 2642 of the Code, from the inclusion ratio with respect to the other

subshare or subshares of such trust, in order to reduce overall taxes on generation-

skipping transfers, as determined by the Trustee in the trustee's absolute discretion.

(iii) As an inducement to the Trustee to make a division

pursuant to subparagraph (i) in the appropriate case, each of the Trustee's decisions

under this paragraph S shall be binding on all persons and their successors and

assigns, and the Trustee shall incur no liability to any person by reason of any

adverse consequences of any such decision.

T. The powers, duties and immunities of the Trustee with respect

to any trust established hereunder shall continue following the termination of such

trust until all the property of such trust has been distributed

SEVENTH:

A. I nominate LAWRENCE G. COHEN, MARTHA SMILGIS,

LESTER STEIN and RAYMOND KATZ as co-Executors of this Will. If any of

them shall for any reason fail to qualify or cease to act as Executor, I nominate

those of them who are able and willing so to act to act or continue to act as co-

Executors of this Will. The term "my Executor" as used in this Will shall refer

collectively to the person or persons then acting as Executor(s), and shall include

any personal representative of my estate. No bond shall be required of any person

nominated as Executor in this Will.


u-*
10
£ - 40 -
o
B. I authorize my Executor to hold, manage and operate during

the probate of my estate any business belonging to my estate, or to sell or liquidate

any such business at such time and on such terms as my Executor deems advisable,

at the risk of my estate and not at the risk of my Executor, the profits, gains and

losses from the operation, sale or liquidation of any such business to inure or be

chargeable to my estate as a whole; with or without previous order of court, to

sell, with or without notice, at either public or private sale, and to lease, any

property belonging to my estate, subject only to such confirmation as may be

required by law; to invest and reinvest any surplus moneys in my Executor's hands

in any investment that my Executor, at my Executor's discretion, deems advisable;

to borrow money and to encumber or hypothecate by mortgage, deed of trust,

pledge, or otherwise, any property in my estate; to retain, in my Executor's

discretion, any property in my estate for as long as my Executor deems appropriate

at the risk of the estate; and, on any preliminary or final distribution of the

property in my estate, to partition, allot and distribute (pro rata or non-pro rata)

my estate in kind, including undivided interests in my estate or any part of it, or

partly in cash and partly in kind, or entirely in cash, in my Executor's discretion.

In the event my probate estate includes any interest in any policies of insurance on

the life of my Executor, my Executor shall not exercise any incidents of ownership

with respect to such policies of insurance.


10\1

-»i
- 41 -
o
C. My Executor shall have the right, but shall not be obligated,

to make adjustments in the rights of any beneficiaries, or among the principal and

income accounts, to compensate for the consequences of any tax decision that my

Executor believes has had the direct or indirect effect of preferring one beneficiary

or group of beneficiaries. My Executor shall have the authority to make or not

make, in my Executor's absolute discretion, any and all tax elections and

determinations provided under federal, state or local law, including without

limitation the selection of a valuation date, the determination whether any or all of

the expenses of administration of my estate shall be used as federal estate tax

deductions or as federal income tax deductions, and the elections provided under

sections 2056(b)(7)(B)(v) and 2652(a)(3) of the Code. No beneficiary under this

Will, whether an income beneficiary or remainderman of any trust, or other

beneficiary, shall have the right to recoupment or restoration of any loss the

beneficiary may suffer as a result of any such adjustment or exercise by my

Executor of the discretions conferred hereunder.

D. (i) I direct my Executor to pay all estate, inheritance and

succession taxes, and any interest and penalties relating to such taxes, imposed by

reason of my death and attributable to my probate estate. All such payments shall

be made from and charged against the residue of my estate, without adjustment or

Iv
i3
!2 "42'
•3
charge against any beneficiary of my probate estate, or any transferee of property

passing outside my probate estate.

(li) To the extent properly deducted in computing my

taxable estate for federal estate tax purposes, my funeral and last illness expenses,

administration expenses, attorneys' fees for my probate estate and any debts of

mine owed at my death and not barred by the statute of limitations or otherwise

which are properly paid by my Executor shall be charged against the residue of my

estate.

(iii) Notwithstanding any other provision of my Will to the

contrary, to the extent my gross estate for federal estate tax purposes includes

obligations of the United States, redeemable at par on death in payment of federal

estate taxes, my Executor shall pay the federal estate taxes due as a result of my

death in an amount not less than the par value plus accrued interest of such

obligations or the amount of the federal estate taxes due with respect to my taxable

estate, whichever is the lesser amount.

(iv) Notwithstanding any other provision in my Will to the

contrary, my Executor shall not pay any estate, inheritance or succession taxes, nor

any interest or penalties relating to such taxes, nor shall he pay my funeral or last

illness expenses, administration expenses or attorneys' fees for ray probate estate,

or any debts of mine at the date of my death or of my probate estate, from the

! - 43 -
-.-*
o
proceeds of life insurance on my life or from funds received from qualified

employee benefit plans, to the extent such proceeds or funds are excludable from

my gross estate for federal estate tax purposes, unless there would otherwise be

insufficient assets of the probate estate to make such payments. In such event my

Executor, at my Executor's discretion, may use the proceeds of life insurance or

qualified employee benefit plans to the extent my Executor deems advisable.

(v) For purposes of this paragraph D, the tax, if any,

imposed on account of my death by section 4980A(d) of the Code on my interest

in qualified employer plans and individual retirement plans, and any interest and

penalties related to such tax, shall not be treated as a tax but shall instead by

treated as a valid debt of mine.

E. Payments to any beneficiary who is a minor or who is under

any other disability may be made for the beneficiary's account to the beneficiary's

conservator, guardian of the person, custodian under the Uniform Transfers to

Minors Act (or successor or comparable statute), parent or any other suitable adult

with whom the beneficiary resides, or may be applied for the beneficiary's benefit.

Sums may be paid directly to a minor beneficiary who, in my Executor's judgment,

has attained sufficient age and discretion to render it probable that such sums will

be properly expended. All such payments may be made by my Executor without

the intervention of any court, and the receipt to my Executor for the funds so
o

10 . 44 .
distributed shall be full discharge to my Executor thereof; but my Executor may

require such reports and take such steps as my Executor deems advisable to assure

the due application of such funds. No bond or security shall be required of any

such payee. Payments for the account of a beneficiary who is a minor which are

made to a custodian under the Uniform Transfers to Minors Act (or successor or

comparable statute) may, if so specified by my Executor, be held by such custodian

until the beneficiary attains age twenty-five (25) or such younger age as my

Executor specifies.

EIGHTH: Except as otherwise provided in this Will, I have

intentionally and with full knowledge of the consequences omitted to provide herein

for any of my heirs living at the date of my death. Without limiting the generality

of the foregoing, I have intentionally and with full knowledge of the consequences

omitted to provide for my niece, JELL COHEN, also known as JILL GATSBY,

except for the gift of TEN DOLLARS ($10) referred to in Article THIRD.

NINTH:

A. If any beneficiary of this Will or of a trust established

hereunder directly or indirectly does any of the acts described in paragraph B, or

in any way participates or assists in the commission of any such acts, any interest

under my Will or in such trust given to such beneficiary is revoked and shall be

jo - 45 -
disposed of in the same manner provided by this Will as if such beneficiary had

predeceased me without issue.

B. The acts described in this paragraph B are as follows:

(i) Attacking or contesting in any manner this Will, any

trust of which I am a settlor, any gift made by me, the designation of a beneficiary

under any plan, policy, contract or other instrument providing for the payment of

a benefit in the event of my death, or any right of survivorship under joint tenancy

or tenancy by the entireties of which I was a tenant at the time of my death;

(li) Seeking to nullify, void or set aside, by judicial

adjudication or otherwise, this Will, any trust of which I am a settlor, any deed of

gift made by me, any designation of a beneficiary under any plan, policy, contract

or other instrument providing for the payment of a benefit in the event of my

death, any joint tenancy or tenancy by the entireties created by me, or any of the

provisions of any of them;

(iii) Claiming entitlement to any asset or interest therein

of my probate estate, or of any trust of which I am a settlor by way of an oral

contract, quantum meruit or promissory estoppel (whether or not such claim is

successful);

10
\ 46 -
(iv) Challenging unsuccessfully the appointment as executor

of a person appointed as executor in this Will, or the appointment as trustee of a

person designated as trustee by me under any trust established by me;

(v) Contesting in any manner the characterization by me

as my separate, quasi-community or community property of any property of my

probate estate, of any trust of which I am a settlor, or of any property passing

outside my probate estate.

TENTH:

A. As used in this Will:

(i) References to the "child" or "children" of any

specified individual shall mean such individual's lineal descendant or descendants

of the first generation where a parent and child relationship existed, as determined

by California law, between the specified individual and such descendant or

descendants. References to the "issue" of any specified individual shall mean such

individual's lineal descendants of all generations where a parent and child

relationship existed, as determined by California law, at each generation.

(ii) Notwithstanding the provisions of subparagraph (i), (a)

an adopted child shall not be considered the child of the adopting parent or parents

or the issue of anyone who is an ancestor of the adopting parent or parents; (b) the

issue of an adopted child shall not be considered the issue of the adopting parent
-I

s
& - 47 -
or parents or of anyone who is an ancestor of the adopting parent or parents; and

(c) the provisions of section 6408(b) of the California Probate Code shall not apply.

B. A reference to the "Will" of any person shall include any

valid Codicil thereto.

C. A reference to a section or other provision of any law, statute

or regulation shall be deemed to include any comparable successor or substitute

section or provision.

D. "Education" of a person shall include secondary, college,

postgraduate, professional and vocational study, as long as pursued to advantage

by such person, at an institution of such person's choice, and in determining

payments to be made for such education, such person's related living and travel

expenses to the extent that they are reasonable shall be considered payments made

for education.

E. A reference to the "Code" shall mean the Internal Revenue

Code of 1986, as from time to time amended and in effect, and any provisions

supplemental thereto or substituted therefor.

F. A reference to a "current beneficiary" shall mean, with

respect to any trust established hereunder, any person who is entitled or may in the

Trustee's discretion receive distributions of net income or principal of the trust in

(0

- 48 -
his or her capacity as a beneficiary thereof, other than solely in connection with the

termination of the trust.


G. A person shall be considered living at the happening of a
\d event if the person is in gestation when that event occurs and is later born

living.
H. Whenever the context clearly requires it, the singular and

plural persons shall include each other, and the masculine, feminine and neuter

genders shall include the others.


ELEVENTH: I have not entered into either a contract to make wills

or a contract not to revoke wills.


TWELFTH: I request that LILI ZANUCK, MARTHA SMELGIS

and WARREN COWAN arrange a funeral ceremony, consisting of a small temple

religious service conducted by a rabbi, and a memorial service. I request that


RAYMOND KATZ and JACKIE APPELB AUM handle the religious aspects of the
service. I am to be buned in my family plot in Pleasantville, New York. I request

that I be buried with a metal casket, and that it should be closed, or in a crypt if
I have one. I request that my brother, my mother, WARREN COWAN, LILI

ZANUCK and MARTHA SMILGIS, acting together, select the speakers for the

memorial service. I request that JOHN WILLIAMS write a piece of music for the

Is)

- 49 -
service, if possible. I request that WARREN COWAN write the release to the

trades, and that no mention be made of my age.

THIRTEENTH: If I and any beneficiary of my Will should die

simultaneously or under such circumstances as to render it difficult or impossible

to determine who predeceased the other, I shall be conclusively presumed to have

survived such beneficiary for purposes of this Will.


•ni.
I ttf^.
I subscribe my name to this Will this _IQ day of v/0>J1Fr' . 1994,
__ i
at

RONNI SUE COHEN


a/k/a RONNI S. CHASEN

This foregoing instrument, consisting of fifty-one (51) pages, including

the page signed by us as witnesses, was at the date hereof, by RONNI SUE

COHEN signed as and declared to be her Will, in the presence of us who, at her

request and in her presence, and in the presence of each other, have subscribed our

names as witnesses thereto. Each of us observed the signing of this Will by

RONNI SUE COHEN and by each other subscribing witness and knows that each

signature is the true signature of the person whose name was signed.

Each of us is now more than twenty-one (21) years of age and a

competent witness and resides at the address set forth after his name.
o

f -50 -
o
We are acquainted with RONNI SUE COHEN. At this time, she is

over the age of eighteen (18) years, and to the best of our knowledge she is of

sound mind and memory and is not acting under duress, menace, fraud,

misrepresentation, or undue influence.

We declare under penalty of perjury under the laws of the State of

California that the foregoing is true and correct and this declaration is executed on
/O 77 ; 1994, at hecQ foeff Ccl*?- to•

Residing at
(Signature)

(PrintName)

Residing at \ vcv.

(Print Name)

Residing at
(Signature)

(Print Name)

DOCID U \JMAM\COHEN\7388 WIL


U \JMAM\FORM\I95

ro
s
ro
COX, CASTLE & NICHOLSON LLP
JAMES M A MURPHY (STATE BAR NO 80453) LOS ANGELES SUPERIOR COURT
GABRIELR DUARTE (STATE BAR NO 266171) ENTERED
2049 Century Park East
28th Floor SUSTAIN JOHN H CLAHKE, CLERK
Los Angeles, CA 90067-3284
Telephone (310)277-4222 DEPUTY
Facsimile (310)277-7889
5
Attorneys for Petitioner
6 LAWRENCE G COHEN
7
8 SUPERIOR COURT OF THE STATE OF CALIFORNIA

9 FOR THE COUNTY OF LOS ANGELES, WEST DISTRICT

10
11 In re the Estate of CASE NO
SP008372
12 RONNI SUE COHEN (a k a RONNl DECLARATION OF JAMES M A MURPHY
SUE CHASEN) IN SUPPORT OF EXPARTE PETITION FOR
13 LETTERS OF SPECIAL ADMINISTRATION
14
Date
15 Time
Dept
16
17
18 DECLARATION OF JAMES M.A. MURPHY

19 I, JAMES M A MURPHY, declare as follows


20 1 I am a lawyer admitted to practice in the State of California and a partner in the law
21 firm of Cox, Castle & Nicholson LLP, attorneys for LAWRENCE G COHEN (the 'Petitioner') This
22 declaration is made m support of the EX PARTE PETITION FOR LETTERS OF SPECIAL
23 ADMINISTRATION (the "Petition") The facts set forth in this declaration are personally known to
24 me and I have first hand knowledge of the same If called as a witness, I could and would
25 competently testify to the facts set forth m this declaration
26 2 Cox, Castle & Nicholson LLP was engaged by Petitioner for purposes of preparing and

io 27 submitting to the Court the Petition There is urgency to file the Petition and to have Petitioner
328 appointed as special administrator on an e\e basis
X
lAWOFiicrsoi 51678\404IOI3vl
cox, CAS i ut <&—
NICHOLSOiN ULP DECLARATION OF JAMES M A MURP11Y IN SUPPOR f Of CX I*ARIL Pi: III ION FOR Li:TI i:RS Or SITCIAl
i os AN'GEI rs
ADMINISIRAIION
1 3 Petitioner is one of three living executors nominated in the decedent's will dated June

2 10, 1994 The other two nominated executors are MARTHA SMILGIS and LESTER STEIN and

3 each will be given notice of the Petition by 10 00 a m the day before the date of hearing on the

4 Petition I have personal knowledge that RAYMOND KATZ, the fourth executor nominated in the

5 decedent's will dated June 10,1994 is deceased

6 4 Decedent owned and operated Chasen & Company as a sole proprietorship up until her

7 sudden and unexpected death on November 16. 2010 Chasen & Company, a public relations firm

8 that represents numerous clients in the film mdustiy, employs several people and is a valuable asset of

9 the Estate The Oscars season is extremely busy for Chasen & Company because many of its clients

10 require active representation leading up to and after the Oscar awards early next year Without access

11 to the bank, savings and other financial investment accounts titled in decedent's name, it is impossible

12 to meet the immediate and long term needs of the business because the decedent ran the business out

13 of these accounts It would be detrimental to the estate if Chasen & Company were to cease

14 functioning at this time Chasen & Company requires immediate and continuing attention in order to
15 meet payroll obligations, preserve and maintain inventory, and pay general costs of business

16 5 Petitioner has the key to a safe deposit box held in the name of decedent The contents

17 of the safe deposit box are unknown, but it is suspected that a more recent executed will of the

18 decedent may be contained in said safe deposit box since 1 prepared a new will foi her in 2006

19 1 declare under penalty of perjury under the laws of the State of California that the foregoing is
20
true and correct
21
22
Dated ,2010
23
24
25
26

27

5l678\40410l3v!
cox, CAS 1 1 t &
NICHOLSON I.LP DECLARA riON OF JAMES M A MURPI! Y IN SUPPOR I OP M PAK1C PC 1 1 1 ION TOR LF. fl PRS OF SPECIAL
1 OS /\rfcEI FS
ADMINISIRA1ION
COX, CASTLE & NICHOLSON LLP
JAMES M A MURPHY (STATE BAR NO 80453)
FILED
LOS ANGELES SUPERIOR COURT
GABRIEL R DUARTE (STATE BAR NO 266171)
2049 Century Park East
28th Floor
NOV 3 ° 2010
Los Angeles, CA 90067-3284
Telephone (310)277-4222
Facsimile (310)277-7889 BY
5
Attorneys for Petitioner
6 LAWRENCEG COHEN

7
8 SUPERIOR COURT OF THE STATE OF CALIFORNIA

9 FOR THE COUNTY OF LOS ANGELES, WEST DISTRICT

10
11 In re the Estate of CASE NO SP008372

12 RONNI SUE COHEN (a k a RONNI DECLARATION OF GABRIEL R DUARTE


SUE CHASEN) REGARDING EX PARTS NOTICE ON EX
13 PARTE PETITION FOR LETTERS OF
SPECIAL ADMINISTRATION
14

15 Date December 3, 2010


Time 9 1 5 a m
16 Dept N
17
18
DECLARATION OF GABRIEL R. DUARTE
19
I, GABRIEL R DUARTE, declare as follows
20
1 I am a lawyer admitted to practice m the State of California and an associate in the law
21
firm of Cox, Castle & Nicholson LLP, attorneys for LAWRENCE G COHEN (the "Petitioner") This
22
declaration is made with respect to the EX PARTE PETITION FOR LETTERS OF SPECIAL
23
ADMINISTRATION (the "Petition") The facts set forth in this declaration are personally known to
24
me and I have first hand knowledge of the same If called as a witness, 1 could and would
25
competently testify to the facts set forth in this declaration
26
2 On November 30, 2010, I caused to be mailed by Federal Express Standard Overnight
ro 27
(for delivery to occur by 4 00 p m on December 1, 2010) a written notice of the ex parts hearing on
28
COVCASl l,fc &
N1CHOI SON I I P 62376W04 101 Svl Case No SP008372
1 OS ANGEUM
DECLARATION OP GABRIEL R DUARTE RE £XPARTE NOTICE
the Petition to those persons and entities named in the decedent's will dated June 10, 1994 Petitioner
is the only issue of the decedent's deceased parents A true and correct copy of the letter notice is
attached hereto as Exhibit "1." The addressees' names and addresses are listed in the written notice

attached as Exhibit "1." The address used for each addressee is the address provided by the addressee

to the Petitioner for contact purposes or, in the case of the charitable organizations, was obtained from
the Secretary of State website of the state in which the organization was incorporated
3 On November 30, 2010, 1 called Lester Stem and advised him over the phone that
Petitioner would be making an ex parts appearance through his counsel at 9 15 a m on December 3
2010, in Department N of the Los Angeles Superior Court, located at 1725 Mam Street, Santa Monica.

10 California seeking the relief requested m the Petition (namely, the appointment of Petitioner as Special

11 Administrator with the power to open any safe deposit box held in the name of decedent, take custody

12 of all bank, savings and other financial or investment accounts titled in decedent's name, and change

13 or transfer title to one or more accounts in the name of decedent's estate, and utilize the funds of said

14 estate accounts to pay past due, due and ongoing expenses of Chasen & Company) Lester Stem was

15 provided this telephonic notice in addition to the written notice delivered to him on December 2, 2010
16 (as described in Paragraph 2 of this Declaration, above) because he is a nominated executor by the
17 decedent's will dated June 10, 1994
18 4 At approximately 1230 p m on November 30, 2010, I called John A Schulman
19 attorney for Martha Smilgis, and advised him via phone message that Petitioner would be making an
20 ex pane appearance through his counsel at 9 15 a m on December 3, 2010. in Department N of the
21 Los Angeles Superior Court, located at 1725 Main Street, Santa Monica, California becking the reliel
22 requested in the Petition (namely, the appointment of Petitioner as Special Administrator with the
23 power to open any safe deposit box held in the name of decedent, take custody of all bank, savings
24 and other financial or investment accounts titled in decedent's name, and change or transfer title to
25 one or more accounts in the name of decedent's estate, and utilize the funds of said estate accounts to
26 pay past due, due and ongoing expenses of Chasen & Company) John A Schulman was provided
- 27 this telephonic notice in addition to the written notice delivered to him and Martha Smilgis on
8 28 December 2, 2010 (as described in Paragraph 2 of this Declaration, above) because she is a nominated
LAW p£FICES OF
COXfGASILE*
NICHOLSON U.p62376V)0410ISvl
LOS Xisbl LES
Case No SP008372
DCCLARA I ION OF GABRIEL R DUART C RC U' I'ARTC NO I ICE
1 executor by the decedent's will dated June 10, 1994

2 1 declare under penalty of perjury under the laws of the State of California that the foregoing is

3 true and correct

4 Dated A/*/e**Ur 30 .2010


GABRIEL R DUARTE
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26

w 27
328
s
LAWOFWCESOF
COX, CAS I Lt &
NICHOLSON 1.1. p62376\404IQI5vl Case No SP008372
LOS ANGELES
DECLARATION OF GABRIEL R DUARTE RC
i
Cox CASTLE N ICHOLSON cox, castie & NurhoUon LIP
2049 Century Park East, 28* Floor
Los Angeles, California 90067-3284
P 310 277 4222 F 310 277 7889

Gabriel R Duane
3102842263
gduaric@coxcastlt com

November 30, 2010 F.U No 62376

VIA FEDERAL EXPRESS FIRST PRIORITY

To Those On The Attached Distribution List

Re Ex Pane^Petition for Lettcis oFSpecial Administiation For the Estate oFRonni Sue
Cohen fa k a Ronni Sue Chasen)

Deai Interested Person

We reptesent Mr Lawrence G Cohen ("Mr Cohen"), proposed special


administrator of the estate of Ronni Sue Cohen (a k a Ronni Sue Chasen) (the "Estate") This letter
serves as notice to you that Mr Cohen will file an Ex Parte Petition for Letters of Special
Administration Specifically, Mr Cohen will petition the Court for an older that Mr Cohen be
appointed Special Administrator of the Estate and be given the power to open a safe deposit box held
in the name of the decedent, and to use estate funds to pay past due, due and ongoing expenses of
the decedent's sole proprietorship, Chasen &C Company, in order to preserve and protect the
business (an asset of the Estate)

The Petition for Letters of Special Administration will be heard expartezt 9 1 5 a m


on December 3, 2010 in Department N of the Los Angeles Superior Couit (West Distnct), located
at 1725 Mam Street, Santa Monica, CA 90401

If you intend to appear or have someone appear on your behalf at the ex pane
hearing on the Petition for Letters of Special Administration, please kindly call me at (310) 284-
2263

Sincerely,

Gabriel R Duartc

GRD
Enclosure
cc Lawrence G Cohen
James M A Murphy, Esq

10
62376\4041020vl

wwwcoxcastlecom
Los Angeles | Orange County | San Franc.sco
ESTATE OF RONNI SUE COHEN, DECEASED

DISTRIBUTION LIST FOR NOTICE OF HEARING ON EX PARTE

PETITION FOR LETTER OF SPECIAL ADMINISTRATION

Lawrence G Cohen
2111 ColdwaterCyn
Beverly Hills, CA 90211

Martha Smilgis
82 Olive Mill Road
Santa Barbara, CA 93108

Additional Notice Sent To

John A Schulman, Esq


Mitchell Silberberg & Knupp LLP
11377 W Olympic Boulevard
Los Angeles, CA 90064

Lester Stem
10960 Wilshire Blvd #1100
Los Angeles, CA 90024

Melissa Cohen
2111 ColdwaterCyn
Beverly Hills, CA 90211

Cynthia Costas Cohen


2111 ColdwaterCyn
Beverly Hills, CA 90211

Deborah Raffm
2170 Century Park East
Apt 1507 South
Los Angeles, CA 90067

Candy Clark
13935HatterasSt
Van Nuys, CA 91401 -4342

w
s
o
Pam Wagner
2111 Coldwater Cyn
Beverly Hills, CA 90211

Demse Goforth
2111 Coldwater Cyn
Beverly Hills, CA 902 11

Valerie Van Galder


327 East Rustic Road
Santa Monica, CA 90402

Joanne Berlmsky
430 Via Colmas
Westlake Village, CA 9 1362

Vanessa Berlmsky
430 Via Colmas
Westlake Village, CA 91362

Sandra Manley
419 E 78th St, Apt 1 C
New York, NY 10021

Elizabeth Smith
225 East 74lh Street, Apt 2J
New York, NY 10021

Peter Spengler
156HillspomtRoad
Westport, CT 06880

Sandy Littman
1 1 1 6 N Genesee Ave
Los Angeles, CA 90046

Martin Katz
9540 Brighton Way
Beverly Hills, CA 902 10

David Chasman
21 1 Spaulding Drive
Beverly Hills, CA 902 12

Robert Goforth
2 1 1 1 Coldwater Cyn
Beverly Hills, CA 90211

10
o
-J.
o
Louis Cohen Goforth
c/o Janelle Webb
1175 York Ave, Apt 14A
New York, NY 10065

Jill Cohen, a ka Jill Gatsby


9641 RoyaltonDr
Beverly Hills, CA 90210

Lih Zanuck
9465 Wilshire Blvd , Ste 930
Beverly Hills, CA 90212

Jackie Appelbaum
9255 Doheny Road
West Hollywood, CA 90069

John Williams
333 Lonng Ave
Los Angeles, CA 90024

Academy of Motion Picture Arts


and Sciences
Attn John B Quinn
8949 Wilshire Blvd
Beverly Hills, CA 90211

Simon Wiesenthal Center


Attn C T Corporation System
818 W 7lh Street
Los Angeles, CA 9003 5

Hole in the Wall Gang Fund, Inc


555 Long Wharf Drive
New Haven, CT 06511

Additional Notice Sent To

Hole in the Wall Gang Fund, Inc


Attn Jamie K. Gerard, Esq
246 Post Road East
Westport, CT 06880

w
s
o
Make a Wish Foundation IntI
Attn Jon Stettner
4742 North 24lh Street, Ste 400
Phoenix, AZ 85016-4862

Womans' Cancer Research Fund


Attn Merrily Newton
Chief Financial Officer
1201 W 5 l h St,Ste T-700
Los Angeles, CA 90017

American Film Institute


Attn P John Burke
2029 Century Park East, Ste 2600
Los Angeles, CA 90067

Gilda Radner Hereditary Cancer


Program at Cedars Sinai Medical
Attn Matthew Rabin
Associate Director of Gift Planning
8700 Beverly Blvd , # 2416
Los Angeles, CA 90048
(323)866-8149

Big Sister Volunteers of Los


Angeles Inc
Attn Judith Nelson
6022 Wilshire Blvd , Ste 202
Los Angeles, CA 90036

Corp for Public Broadcasting


Attn Westwood Smithers
General Counsel
401 9 lh St
Northwest, Washington D C
20004

St Jude Children's Research


Hospital
Attn Karla Cameo
Legal Department
501 St Jude PI
Memphis, TN 38105

W 62376V»043094v!

8
o1»
o

Das könnte Ihnen auch gefallen