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杰克逊遗嘱公布:财产交付信托基金 前妻一无所获

日期:2009-07-02 来源:中新网 作者: 浏览量:
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已故“流行天王”迈克尔·杰克逊七年前订立的遗嘱一日正式呈送洛杉矶高等法院备案。遗嘱声明,全部财产交付一个信托基金,并指定他的母亲凯瑟琳·杰克逊和三名子女为遗产受益人,而前妻黛比·洛尔则一无所获。
视频:迈克尔·杰克逊遗嘱曝光。

 

杰克逊遗嘱公布情况表明,其财产交付托基金。(资料图)
中新社洛杉矶七月一日电(记者 张炜) 已故“流行天王”迈克尔·杰克逊七年前订立的遗嘱一日正式呈送洛杉矶高等法院备案。遗嘱声明,全部财产交付一个信托基金,他的母亲获得三个子女的监护权,而前妻黛比·洛尔则一无所获。
这份遗嘱共分五页,由迈克尔·杰克逊于二00二年七月七日订立,迈克尔指定他的律师布兰卡、音乐制作人麦克兰和会计师西格尔为遗嘱执行人。
迈克尔在遗嘱中声明,他的全部财产(当时估计超过五亿美元)交付“迈克尔·杰克逊家庭信托基金”,并指定他的母亲凯瑟琳·杰克逊和三名子女为遗产受益人。迈克尔的父亲乔·杰克逊不在受益人名单中。迈克尔在遗嘱中特意强调:她的前妻黛比·洛尔不能继承任何遗产。
在子女监护权方面,迈克尔在遗嘱中说:“当前我有三名孩子,除此之外,我没有任何其他的子女。”迈克尔指定母亲凯瑟琳·杰克逊为三名未成年子女的监护人,如果凯瑟琳去世或不愿承担监护权,则由戴安娜·罗斯(美国黑人女歌手)担任子女监护人。
本周一,法庭裁定凯瑟琳·杰克逊取得迈克尔三名子女的临时监护权。当时杰克逊家族的律师声称没有发现迈克尔·杰克逊的遗嘱,这份订立于七年前的遗嘱昨天正式浮出水面。据分析,该遗嘱在处理迈克尔复杂、棘手的遗留问题方面将发挥重要作用。
以下为杰克逊遗嘱全文中文翻译:
迈克尔·约瑟夫·杰克逊遗嘱
我是迈克尔·约瑟夫·杰克逊(MICHAEL JOSEPH JACKSON),是美国加利福尼亚州居民,我宣布这是我的遗嘱,并在此宣告以前所有由我签署的遗嘱作废。
第一部分
我宣布我目前单身。我和前妻黛比·洛尔(DEBROAH JEAN ROWE JACKSON)的婚姻已解散。我有三个还在世的孩子,普林斯·迈克尔·杰克逊(PRINCE MICHAEL JACKSON, JR.)、巴里斯·迈克尔·凯瑟琳·杰克逊(PARIS MICHAEL KATHERINE JACKSON)和普林斯·迈克尔·杰克逊二世(PRINCE MICHAEL JOSEPH JACKSON,II.), 我没有其他的在世或已去世的孩子。
第二部分
我将借此遗嘱处理我名下的所有遗产。
第三部分
我将我的全部财产受托于2002年3月之前由我修订的“迈克尔·杰克逊家庭信托基金”(MICHAEL JACKSON FAMILY TRUST),我生前对该基金所有条款的修订都有效。所有资产应根据信托基金条款继续管理和分配,而不是作为一个单独的遗嘱信托。
如果因为任何原因遗嘱无效,我把我的剩余资产受托于2002年3月修订前的“迈克尔·杰克逊家庭信托基金”(MICHAEL JACKSON FAMILY TRUST),我直接表明,基金受托人按照规定划分、管理、持有和分配资产。以上信托基金条款在本遗嘱签署以后将不接受任何修订。在条款中的基金受托人或任何继任受托人无牵连关系。
第四部分
我申明,所有联邦遗产税和继承税由我的“迈克尔·杰克逊家族信托基金”的资产支付,不包括在上述基金资产的遗产税和继承税,将不由本信托基金支付。
第五部分
我任命约翰·布兰卡(JOHN BRANCA),约翰·麦克莱恩(JOHN MCCLAIN) 和巴里·西格尔(BARRY SIEGEL)为遗嘱共同执行人。如果遗嘱共同执行人出现死亡、辞职、残疾,不能或拒绝担任共同执行人,其他的共同执行人可以替换。在我死后,如果三位遗嘱共同执行人都不能再执行下去时,可以任命其他人替代。
在本遗嘱,“我的遗嘱执行人”表示代理执行我个人遗产的任何人。涉及的任何执行人没有牵连关系。
在此,我给与我的遗嘱执行人充分的权利,他们可以在任何时候出售、出租、抵押、质押、交换或以其他方式处置资产,无论是不动产还是个人资产。在条款规定下,执行人可以运营资产、购买资产、支付保险费(包括人寿保险),以及任何处于以上目的和有根据的作出的关于资产的抵押,变卖或投资。
此外,我给与我的遗嘱执行人充分的权利,他们有权利投资房地产基金或资产,或者任何其他资产,包括任何个人或者混合资产,还可以投资公司债券、股票、优先股或者普通股,但也并不限制于此。并且可以参股投资公司、基金或者遗嘱执行人名下的公司,这些投资都需要谨慎判断。
第六部分
除上述遗嘱条款中和第三部分排除的遗产继承人外,我特意排除一位我的遗产继承人,就是我前妻:黛比·洛尔(DEBROAH JEAN ROWE JACKSON)。
第七部分
在我死亡后,依照加利福尼亚州相关法律规定需要对我所属资产进行辅助管理,那么由“我的遗嘱执行人”执行相关条款。我在此指定执行人具备额外的行使权利:有权利决定何时处置资产、何时结束处置;有权利决定什么资产被处置;有权利直接为加利福利亚州以外的辅助执行人支付需要费用,如税收、开支和管理费用,还包括辅助执行者的养老金和由于管理资产产生的律师费用;辅助执行者有权分配、转让和交付剩余财产给加利福利亚州的遗嘱执行者。我的意图是我的全部财产应作为一个整体管理,遗嘱执行者应按照当地法律和其他管理规定,管理和处置我的遗产。
第八部分
如果我在子女未成年时去世,那么我指定我的母亲,凯瑟琳·杰克逊作为三名子女的监护人。如果凯瑟琳·杰克逊去世或不愿作为监护人,则指定戴安娜·罗斯作为房屋和三名子女的监护人。
签署生效:迈克尔·约瑟夫·杰克逊 2002年7月7日
注明:以上条款声明均由迈克尔·约瑟夫·杰克逊本人发表。此份遗嘱共5页,迈克尔·约瑟夫·杰克逊指定我们作为见证人,对其遗嘱进行监督和实施。
根据伪证处罚法,迈克尔·约瑟夫·杰克逊符合年满18周岁,头脑健全,并在没有在任何胁迫,威逼;欺诈和虚假的不正当情况下完成遗嘱。上述所有条款均是真实有效。
杰克逊遗嘱英文版
 

 

遗嘱第一页。

 

遗嘱第二页。

 

遗嘱第三页。

 

遗嘱第四页。

 

遗嘱第五页。

 

以下为杰克逊遗嘱英文全文:
LAST WILL OF MICHAEL JOSEPH JACKSON
I, MICHAEL JOSEPH JACKSON, a resident of the State of California, declare thisto be my last Will, and do hereby revoke all former wills and codicils made by me。
I
I declare that I am not married. My marriage to DEBORAH JAN ROWE JACKSON has been dissolved. I have three children now living, PRINCE MICHAELJACKSON, JR., PARIS MICHAELKATHERINEJACKSON and PRINCE MICHAEL JOSEPHJACKSON,IT.I have no other children,living or deceased
II
It is my intention by this Will to dispose of all property which I am entitled to Dispose of by will. I specifically refrain from exercisingaU150wersof appointment that I may possess at the time of my death。
III
I give my entire estate to the Trustee or Trustees then acting under that certain Amended and Restated Declaration of Trust executed on March 22, 2002 by me as Trustee and Trustor which is called the MICHAEL JACKSON FAMILY TRUST, giving effect to any amendments there to made prior to my death. All such assets shall be held, managed and distributed as a part of said Trust according to its terms and not as a separate testamentary trust。
If for any reason this gift is not operative or is invalid, or if the aforesaid Trust fails or has been revoked, I give my residuary estate to the Trustee or Trustees named to act in the MICHAEL JACKSON FAMILY TRUST, as Amended and Restated on March 22,2002, and I direct said Trustee or Trustees to divide, administer, hold and distribute the trust estate pursuant to the provisions of said Trust, as hereinabove referred to as such provisions now exist to the same extent and in the same manner as though that certain Amended and Restated Declaration of Trust, were here in set forth in full, but without giving effect to any subsequent amendments after the date of this Will. The Trustee, Trustees, or any successor Trustee named in such Trust Agreement shall serve without bond。
IV
I direct that all federal estate taxes and state inheritance or succession taxes payable upon or resulting from or by reason of my death (herein "Death Taxes") attributable to property which is part of the trust estate of the MICHAEL JACKSON FAMILY TRUST, including property which passes to said trust from my probate estate shall be paid by the Trustee of said trust in accordance with its terms. Death Taxes attributable to property passing outside this Will, other than property constituting the trust estate of the trust intentioned in the preceding sentence, shall be charged against the taker of said property。
V
I appoint JOHN BRANCA, JOHN McCLAIN and BARRY SlliGEL as co-Executors of this Will. In the event of any of their deaths, resignations, inability, failure or refusal to serve or continue to serve as a co-Executor, the other shall serve and no replacement need be named. The co-Executors serving at any time after my death may name one or more replacements to serve in the event that none of the three named individuals is willing or able to serve at anytime。
The term "my executors" as used in this Will shall include any duly acting personal representative or representatives of my estate. No individual acting as such need post a bond
I hereby give to my Executors, full power and authority at any time or times to sell, lease, mortgage, pledge, exchange or otherwise dispose of the property, whether real or, personal comprising my estate, upon such terms as my Executors shall deem best, to continue any business enterprises, to purchase assets from my estate, to continue in force and pay insurance premiums on any insurance policy, including life insurance, owned by my estate, and for any of the foregoing purposes to make, execute and deliver any and all deeds, contracts, mortgages, bills of sale or other instruments necessary or desirable therefor. In addition, I give to my Executors full power to invest and reinvest the estate funds and assets in any kind of property, real, personal or mixed, and every kind of investment, specifically including, but not by way of limitation, corporate obligations of every kind and stocks, preferred or common, and interests in investment trusts and shares in investment companies, and any common trust fund administered by any corporate executor hereunder, which men of prudent discretion and intelligence acquire for their own account。
VI
Except as otherwise provided in this Will or in the Trust referred to in Article III
hereof, I have intentionally omitted to provide for my heirs. I have intentionally omitted to provide for my former wife, DEBORAH JEAN ROWE JACKSON。
If at the time of my death I own or have an interest in property located outside of the State of California requiring ancillary administration, I appoint my domiciliary Executors as ancillary Executors for such property. I give to said domiciliary Executors the following additional powers, rights and privileges to be exercised in their sole and absolute discretion, with reference to such property: to cause such ancillary administration to be commenced, carried on and completed; to determine what assets, if any, are to be sold by the ancillary Executors; to pay directly or to advance funds from the California estate to the ancillary Executors for the payment of all claims, taxes, costs and administration expenses, including compensation of the ancillary Executors and attorneys' fees incurred by reason of the ownership of such property and by such ancillary administration; and upon completion of such ancillary administration, I authorize and direct the ancillary Executors to distribute, transfer and deliver the residue of such property to the domiciliary Executors herein, to be distributed by them under the terms of this Will, it being my intention that my entire estate shall be administered as a unit and that my domiciliary Executors shall supervise and control, so far as permissible by local law, any ancillary administration proceedings deemed necessary in the settlement of my estate。
If any of my children are minors at the time of my death, I nominate my mother, KATHERINE JACKSON as guardian of the persons and estates of such minor children. If KATHERINE JACKSON fails to survive me, or is unable or unwilling to act as guardian, I nominate DIANA ROSS as guardian of the persons and estates of such minor children。
I subscribe my name to this Will this 7 day of July, 2002
MICHAEL JOSEPH JACKSON
On the date written below, MICHAELJOSEPH JACKSON, declared to us, the undersigned, that the foregoing instrument consisting of five (5) pages, including the page signed by us as witnesses, was his Will and requested us to act as witnesses to it. He thereupon signed this Will in our presence, all of us being present at the same time. We now, at his request, in his presence and in the presence of each other, subscribe our names as witnesses。
Each of us is now more than eighteen(18) years of age and a competent witness and resides at the address set forth after his name。
Each of us is acquainted with MICHAEL JOSEPH JACKSON. At this time, he is over the age of eighteen(18) years and, to the best of our knowledge, he is of sound mind and is not acting under duress, menace, fraud, misrepresentation or undue influence。
We declare under penalty of perjury that the foregoing is true and correct。
Executed on July 7th, 2002 at 5:00pm, Los Angeles