KOPPEL TRUST

No. 77419.

14 Pa. D. & C. 3d 585 (1980)

Koppel Trust

Common Pleas Court of Montgomery County, O.C. Division, Pennsylvania.

July 7, 1980.


Attorney(s) appearing for the Case

Arthur L. Shanker, for petitioner.

Dorothy K. Phillips, for respondent Busch.

M. Paul Smith, for trustee.

Henry L. Menin, guardian and trustee ad litem, in propia persona.


TREDINNICK, J., July 7, 1980.

Max M. Koppel, petitioner, and his then wife, Sondra (now Busch), created "Clifford" trusts for each of their four children by two trust agreements executed in 1968 and 1969. He now seeks reimbursement from income, and to the extent that is insufficient, from principal of the trusts for educational expenses of the children. Sondra Busch qualifiedly agrees the petition should be granted. The present trustee and a guardian and trustee...

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