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Tag: bequest

Ignoring Leona: Dogs have a bone to pick

If Leona Helmsley was betrayed as much in life as she is being betrayed in death, it’s easy to understand why she might have become the bitch — and we’re not talking female dog — she was so often portrayed as.

In the latest development with the wealth she left behind, a second judge has ruled, in effect, that the foundation divvying up her fortune among charitable groups need not follow her express wish that much of that money be spent on the care of dogs.

The judge denied a bid by the ASPCA, the Humane Society of the United States and other animal groups to get a larger share of Helmsley’s billions.

Although Helmsley directed a share of her massive fortune go to “the care of dogs” — that being in addition to the $12 million she asked be left to her own dog — the Helmsley Foundation’s trustees have seen fit to dispense most of the foundation money among organizations that have little or nothing to do with canines.

According to the animal welfare groups, only about $100,000 of the $450 million the foundation has given away has gone to dog causes.

The dog charities argued they should have standing to challenge how the foundation gives away its money in light of Helmsley’s written statements and last wishes. Wayne Pacelle, president of HSUS, called the $100,000 received so far ”a trifling amount, and contrary to Helmsley’s intentions.”

Surrogate’s Court Judge Nora Anderson in Manhattan rejected the bid by the animal welfare organizations to intervene in the case, agreeing with a judge who ruled earlier that the trustees have sole discretion in how to distribute the money, the New York Post reported yesterday.

She said she feared the groups’ challenge could open the floodgates to countless lawsuits from dog organizations around the world.

It’s hardly the first time Helmsley’s last wishes have been overruled since her death: Of that $12 million she left in her will for the care of her Maltese, named Trouble, a judge reduced the amount to $2 million.

Beyond what she intended to leave for the care and feeding of Trouble, Helmsley had another $5 to $8 billion, according to estimates of the trust’s worth.

Helmsley, who died in 2007, wrote in a 2004 mission statement for the trust that she wanted that money used for “1) purposes related to the provision or care of dogs and 2) such other charitable activities as the Trustees shall determine.”

In 2009, though, the Surrogate’s Court found that the mission statement did not place any legal restrictions on what donations could be made from the trust.

Later that year, the ASPCA, the Humane Society and Maddie’s Fund, filed a motion asking the court to vacate its earlier order and allow them to intervene. The primary interest of those groups was not, of course, in seeing solely that Helmsley’s wishes were honored, but neither, it seems, are the foundation’s. The animal welfare groups’ goals seem more aligned with her wishes, though.

By all descriptions, the so-called ”queen of mean” was a hard-hearted woman, with one soft spot — dogs.

The foundation doling out her fortune doesn’t seem to have a whole lot of respect for dogs, or for Helmsley.

I’m no legal expert, just a dog lover, and I’m not asking for Trouble.  But if I arranged to leave my fortune – non-existent though it may currently be — to my dog Ace, or anywhere else, and you didn’t carry out my wishes, you can be sure I’d be back to haunt you.

I’d show you mean.

Baltimore home sold; Virginia dogs benefit

The Federal Hill home of Kenneth Munzert sold at auction today for $808,500 — the bulk of which, under the terms of his will, now goes to an animal shelter in Richmond, Virginia.

It took auctioneer Tim Jennings, who stood on the house’s marble steps, less than 5 minutes to complete the sale to Mahlon Apgar of Ruxton, the Baltimore Sun reported.

Munzert, a retired engineer who died last year at age 88, left his home at 405 Warren Ave to the SPCA of Richmond, which had pledged to care for his dog in the event of Munzert’s death.

The dog, a former stray named Beauregard, ended up dying before his master, but Munzert still stipulated that the agency recieve the profits from the sale of his home.

Munzert’s will, filed in Baltimore last month, left three quarters of his $990,228 estate — an amount that didn’t include the house in Federal Hill — to animal protection groups.

Baltimore man leaves $1 million for dogs

Kenneth Munzert, a wealthy Baltimore man who died last year, left what could turn out to be more than a million dollars to animal welfare organizations — much of it in memory of his loyal German shepherd, Beauregard.

According to a will filed in Baltimore last month, Munzert left an estimated $990,228 – three-quarters of which is directed to animal protection groups. That amount doesn’t include his house in Federal Hill, overlooking the Inner Harbor.

The house, which appears in the Al Pacino movie, “And Justice for All,” will be auctioned March 31, with proceeds going to the SPCA of Richmond, Va., an organization that had agreed to care for Beauregard if Munzert preceded him in death.

Munzert — a private and eccentric man who sometimes slept with his dog on the floor — died last year at 88, with no close family. A story about Munzert and his bequest appears in today’s Baltimore Sun.

On the Richmond SPCA website, CEO Robin Starr Starr explains how she came to know Munzert.

“I came to know Ken a number of years ago when his attorney contacted me because Ken was deeply concerned that he might predecease his beloved dog, Beauregard, and he had no friends or family who could give Beau a good home for the remainder of his life.

“The attorney asked me if I would consider accepting responsibility for Beau, with a promise not to euthanize him unless medically necessary for the remainder of his life. I had not made a practice of accepting responsibility for people’s pets after their death but, after I spoke with Ken, I agreed to do so for Beau.

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All of Helmsley’s riches won’t go to the dogs

Contrary to her wishes, billions of dollars designated for dogs in Leona Helmsley’s will won’t go solely to canine causes.

The judge overseeing the probate of Helmsley’s will has ruled that the billions of dollars that will flow into the charitable trust she created do not have to be spent solely for the care and welfare of dogs.

The judge’s decision does not affect the $12 million Helmsley bequeathed to her Maltese, Trouble (above), who was the biggest named beneficiary in her will.

The judge, Troy K. Webber, said that the trustees who control the trust may distribute the money as they see fit. The ruling, dated last Thursday, was reported in today’s New York Times.

“The court finds that the trustees may apply trust funds for such charitable purposes and in such amounts as they may, in their sole discretion, determine,” Judge Webber wrote.

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