








邁克爾.杰克遜七年前訂立的遺囑美國當地時(shí)間1日正式呈送洛杉磯高等法院備案。遺囑聲明全部財產(chǎn)交付信托基金,他的母親凱瑟琳-杰克遜獲得三個(gè)子女的監護權,而前妻黛博拉·羅則一無(wú)所獲。這份遺囑共分五頁(yè),由于邁克爾.杰克遜2002年7月7日訂立,邁克爾指定他的律師布蘭卡、音樂(lè )制作人麥克蘭和會(huì )計師西格爾為遺囑執行人。
邁克爾在遺囑中聲明,他的全部財產(chǎn)(當時(shí)估計超過(guò)五億美元)交付“邁克爾·杰克遜家庭信托基金”,并指定他的母親凱瑟琳·杰克遜和三名子女為遺產(chǎn)受益人。在子女監護權方面,邁克爾指定母親凱瑟琳-杰克遜為三名未成年子女的監護人,如果凱瑟琳去世或不愿承擔監護權,則由黛安娜-羅斯(美國黑人女歌手)擔任子女監護人。
以下為杰克遜遺囑中文版內容:
邁克爾-杰克遜最后遺囑
我,邁克爾-杰克遜,加州居民,宣布以下是我最后遺囑,先前所做的遺囑和附屬條款全部無(wú)效。
一、
我宣布我目前沒(méi)有婚姻關(guān)系。我同黛比-羅的婚姻關(guān)系已經(jīng)解除。我有三名在世的子女,普林斯-邁克爾-杰克遜,帕麗斯-邁克爾-凱瑟琳-杰克遜,普林斯-邁克爾-杰克遜II。我沒(méi)有其他子女,在世的或是已經(jīng)死去的。
二、
這份遺囑代表了我處置有自由處置權的全部財產(chǎn)的意愿。我放棄在我死亡時(shí)的財產(chǎn)處置權。
三、
我將全部財產(chǎn)交付委托管理人管理,我曾做出一份修改和重新表述的信托聲明并于2002年3月22日執行,通過(guò)邁克爾-杰克遜家庭信托明確了委托人和委托管理人關(guān)系,在我死前所作的任何修正都是有效的。委托管理的全部財產(chǎn)的保有、管理和分配都將根據規章執行,不能視為單獨的依遺囑建立的信托基金。
如果因為任何原因導致這份遺產(chǎn)失效,或上述信托基金破產(chǎn)或被撤銷(xiāo),我將剩余財產(chǎn)轉交給邁克爾-杰克遜家庭基金任命的其他委托管理人,該信托基金于2002年3月22日進(jìn)行了章程修改和重新表述。我授權委托管理人按信托基金條款分割、管理、保有和分配信托基金,如上述條款同修訂和重新表述的信托宣言一樣適用同樣范圍和同等方式。修訂和重新表述的信托宣言在此全文表述,但并沒(méi)有規定可以進(jìn)行任何的后續修改。委托管理人或任何繼承委托管理人應依照執行。
四、
我指定所有因我死亡或在我死亡之時(shí)需支付的聯(lián)邦遺產(chǎn)稅和州繼承稅(簡(jiǎn)稱(chēng)“遺產(chǎn)稅”)由邁克爾•杰克遜家庭信托基金財產(chǎn)支付,包括由我的遺囑檢驗財產(chǎn)歸入以上基金的財產(chǎn)部分應由上述受托人按照相關(guān)條款進(jìn)行。本遺囑所涉遺產(chǎn)之外的遺產(chǎn)稅,除了構成基金財產(chǎn)的部分,應由上述財產(chǎn)獲得者支付。
五、
我指定約翰•布蘭卡、約翰•麥克倫和巴里•希杰爾作為此遺囑共同執行人。如出現他們死亡、放棄、無(wú)行為能力、未能或者拒絕繼續作為遺囑共同執行人的情形,其他執行人應繼續履行,不得指定其他代執行人。共同執行人在我死后可指定一名或多名代執行人履行此三名執行人不愿或不能實(shí)現的行為。
“我的執行人”一詞在此遺囑中應包括任何適時(shí)行為的財產(chǎn)個(gè)人代表。有此行為的個(gè)人無(wú)需簽署任何契約。
我在此授予我的執行人完全權力在任何時(shí)間出售、出租、抵押、交換或以其他方式處理財產(chǎn),不論是不動(dòng)產(chǎn),還是個(gè)人財產(chǎn),以繼續企業(yè)貿易、購買(mǎi)資產(chǎn)、購買(mǎi)保險,包括人壽保險,或為以上目的而締約、履行或交付契約、合同、抵押、抵押證劵或其他必要的形式。另外,我賦予我的執行人完全權力對財產(chǎn)基金以任何形式的財產(chǎn)、不動(dòng)產(chǎn)、個(gè)人或混合財產(chǎn)進(jìn)行投資、再投資,包括但不限于各種形式的公司債務(wù),首選或普通股,對信托基金投資和投資公司股份的投資,以及由共同執行人管理的任何普通信托基金。
六、
除了在遺囑中提到的信托基金外,我是有意識的沒(méi)有留遺產(chǎn)給我的繼承人以及前妻子戴布拉-簡(jiǎn)-羅薇-杰克遜(DEBORAH JEAN ROWE JACKSON)。
七、
在我去世時(shí),如果我擁有加州以外的房產(chǎn),或者享有加州以外房產(chǎn)的收益需要做附加遺產(chǎn)監管,我指定我的遺囑執行人(domiciliary Executor)作為這些財產(chǎn)的附加遺產(chǎn)監管人(ancillary Executor)。我給與遺囑執行人以下額外的權利和義務(wù),他們可以自行處理以下提到的財產(chǎn):
當有遺產(chǎn)需要附加遺產(chǎn)監管時(shí),他們可以決定是否要出售部分遺產(chǎn);他們可以從遺產(chǎn)中直接獲得,或是洛杉磯地產(chǎn)的預付經(jīng)費中獲得來(lái)支付所有的債權,稅務(wù),花費以及管理費用,其中也包括補償附加遺產(chǎn)監管人以及律師的費用;當附件遺產(chǎn)監管結束時(shí),我授權并且制定我的附加遺產(chǎn)監管人將剩余財產(chǎn)轉到遺產(chǎn)執行人名下,由他們監管和控制,并且在當地法律允許的情況下,可以對這些附加財產(chǎn)做出任何有必要的處置。
八、
如果在我死時(shí)我的孩子仍未成年,那么我指定我的母親,凱瑟琳-杰克遜(KATHERINE JACKSO)為孩子的監護人,并且保管屬于這個(gè)未成年孩子的遺產(chǎn)。如果凱瑟琳-杰克遜已經(jīng)去世,沒(méi)有能力或者不愿意擔當監護人,那么我指定戴安娜-羅斯(DIANA ROSS)作為監護人。
簽名時(shí)間:2002年7月7日
邁克爾-約瑟夫-杰克遜(MICHAEL JOSEPH JACKSON)
在簽名時(shí)間下面,邁克爾-約瑟夫-杰克遜向我們宣布,以上的5頁(yè),包括我們簽名作為見(jiàn)證人的那頁(yè),將會(huì )成為他的遺囑,并且要求我們作為他的遺囑見(jiàn)證人。他隨后當著(zhù)我們的面簽名,當時(shí)我們所有人都在場(chǎng)。而我們應他的請求,當著(zhù)他的面也簽下我們的名字,作為遺囑的見(jiàn)證人。
我們都已經(jīng)過(guò)了18周歲,可以勝任見(jiàn)證人一職,我們也都居住在加州。
*遺產(chǎn)執行人必須和被繼承人住在同一個(gè)州
我們都和邁克爾-約瑟夫-杰克遜意見(jiàn)一致。此時(shí),他已經(jīng)年滿(mǎn)18周歲,就我們所知,意識健全,并沒(méi)有收到束縛,脅迫,欺騙或是在過(guò)度壓力下曲解意思。
我們宣誓沒(méi)有觸犯偽證罪條款,上述所有內容都屬實(shí)。
此遺囑從2002年7月7日下午5點(diǎn)開(kāi)始生效 洛杉磯
(林筱、娟娟、西風(fēng)/編譯)
以下為杰克遜遺囑英文全文:
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。
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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。
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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
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