Final figures for the Bequest and Estate Planning Program for the 1963 fiscal year reveal that for the fourth straight year the program has produced over $1,500,000 divided as follows: bequests $778,812, estate planning gifts $430,874, life income trusts $154,353, and receipts from trusts in the hands of others $139,149.
In the field of bequests, it was an unusual year in that the six largest receipts all came from bequests by women:
Estate of Mary C. French, widow of Morton B. French '03 $287,907
Estate of Edna C. Whitcomb, no Dartmouth relatives 140,000
Estate of Ada C. H. Kimball, widow of Dr. Ephraim Kimball '81 107,217
Estate of Evelyn B. Witte, widow of William J. Witte '98 60,000
Estate of Alice B. Hart, widow of Milton N. Hart '25 45,438
Estate of Mary D. McDonald, sister of Charles H. Dana '85 33,466
The amounts received from the French, Hart and McDonald estates were all additional realizations on bequests previously received and have been added to the funds already established. The Whitcomb, Kimball and Witte bequests were new bequests.
Eight new life income trusts were established and seven additional gifts were made to trusts previously established. Dartmouth classes covered by these trusts ranged from 1903 to 1927. The total gifts to life income trusts came from thirteen alumni, one wife of an alumnus, and one daughter of a deceased alumnus.
The total of $430,974 received in lifetime gifts credited to estate planning came from 37 alumni, six Dartmouth widows, and six Dartmouth parents.
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