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F'~F1LES~CIiwts.12104 Huganir.I2104.1.pe[ition for adjudication.rev
TRUST
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DNISION
WILLIAM L. HUGANIR DEED OF TRUST
TRUST UNDER DEED OF TRUST DATED MAY 29, 1998
No. 2011-0811
PETITION FOR ADJUDICATION
PURSUANT TO Pa. O.C. Rule 6.9
This form may be used in all cases involving the Audit of Trust Accounts. If space is ir~~sufficient,
riders may be attached.
INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel:
Supreme Court I.D. No.
Name of Law Firm:
Address:
Telephone:
Fax:
No V. Otto III, Esquire
27763
MARTSON LAW OFFICES
10 East High Street, Carlisle, PA 17013
(717) 243-3341
(717) 243-1850
Form OC-01 rev. /0. 13.06 Page 1 of 9
Name of Trust: William L. Huganir Deed of Trust
1. Name(s) and address(es) of Petitioner(s):
Petitioner Petitioner Petitioner
,vome: Fred Huganir
Address: P.O. Box 308
Carlisle, PA 17013
Address: riddress:
2. Check if any of the following issues are involved in this case:
A. Appointment of Trustee ......................................... ^
B. Interpretation ................................................... ^
C. Discharge of Trustee ............................................. ^
D. Transfer of Situs ................................................ ^
E. Appointment of Ad Litem ......................................... ^
F. Minor, Unborn or Unascertained Beneficiary(ies) ...................... ^
G. Principal Distribution ............................................ ^
H. PartiaUFull Termination of Trust ................................... ^
I. Missing Beneficiary(ies) .......................................... ^
J. Cy Pres ....................................................... ^
K. WilliamsonIssue* ............................................... ^
L. Other Issues .................................................... ^
List:
Please note:
A detailed explanation of issues checked should be set forth at item 13 below.
'See Williamson Esmte, 368 Pa. 343, 82 A.23 49 (1951), if Trustee was also Executor of the setdoridecedent's estate and received commissions
in such capacity.
Form OC-01 rev. i0. 13.06 Page 2 of 9
Name of Trust: William L. Huganir Deed of Trust
3. Testamentary Trust:
Decedent's date of death:
Date of Decedent's Will:
Date(s) of Codicil(s):
Date of probate:
or
Inter Vivos Trust:
Date of Trust: 05/29/1998
Date(s) of Amendment(s):
4. A. If any other Court has taken jurisdiction of any matter relating to this Trust, explain:
B. Identify all prior accountings and provide dates of adjudication.
5. A. State how each Trustee was appointed:
All Trustees were appointed by Deed of Trust dated May 29, 1998.
B. If a Petitioner is not a Trustee, explain:
Form OC-01 rev. /0. 13.06 1?age 3 of 9
Name of Trust: William L. Huganir Deed of Trust
State how and when the present fund was awarded to Trustee(s):
William L. Huganir conveyed to the William L. Huganir Deed of Trust dated May 29, 1998,
his fifty percent (50%) interest in real estate situate in Upper Providence Township, Montgomery
County, Pennsylvania, said property being more particularly described in Deed dated May 29,1998,
and recorded in Montgomery County, PA, Deed Book 5298 Page 2239. Said real estate was sold
on May 26, 2005, with Settlor's interest being paid to the Trustees thereunder.
Period covered by accounting: May 26, 2005 to June 30, 2011.
Current fair market value of the Trust principal is $1,057,444.08. See page 4 of Account.)
State concisely the dispositive provisions of the Trust.
The lesser of the trust income or 6% of the net fair market value of the assets of the trust
shall be paid annually, in equal shares, to the children of the Donor, to wit: Peter Huganir, John
Huganir and Fred Huganir, or to the surviving children if any are deceased, upon payment of any
applicable state or federal estate or death taxes. Upon the death of all three children of Donor, the
balance of principal and income of the trust is distributed to Swarthmore College, Swarthmore,
Pennsylvania.
[see spreadsheet attached hereto]
10. Explain the reason for filing this Account (if filed because of the death of a party, state name
of person, relationship to Trust and date of death):
Account is being filed to afford all parties of interest the opportunity to agree with or oppose
the information set forth therein. Upon agreement of all interested parties, a Petition will be
presented to your Honorable Court in which the Trustees named in said Deed of Trust will resign
their fiduciary positions and Swarthmore College will agree to become successor Trustee.
11. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit
(see Pa. O.C. Rule 12.4):
Not applicable.
Form OC-01 rev. /0. 13.06 Page 4 of 9
Name of Trust: William L. Huganir Deed of Trust
12. A. State the amount of Pennsylvania Transfer Inheritance Tax and Pennsylvania Estate
Tax paid (including postponed tax on remainder interests), the dates of payment and
the interests upon which such amounts were paid:
Date Payment Interest
Not applicable
B. If any such taxes remain unpaid or are in dispute, explain:
13. Describe any questions requiring Adjudication and state the position of Petitioner(s) and
give details of any issues identified in item 2.
Resignation of current Trustees as named in said Deed of Trust; appointment of Swarthmore
College, or its designee, as successor Trustee
14. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will
be given to all parties in interest listed in item 15 below. In addition, notice of any questions
requiring Adjudication as discussed in item 13 above has been or will be given to all persons
affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by Petitioner(s) or counsel certifying that such
notice has been given.
C. If any such party in interest is not sui juris (e.g., minors or incapacitated persons),
Notice of the Audit has been or will be given to the appropriate representative on
such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith. or at the Audit.
Fam OG01 rev, i0. 13.06 Page 5 of 9
Name of Trust: William L. Huganir Deed of Trust
15. List all parties of whom Petitioner(s) has/have notice or knowledge, having or claiming any
interest in the Trust, whether such interest is vested or contingent, charitable or non-
charitable. This list shall:
A. State each party's relationship tothe Settlor/Decedent and the nature of each party's
interest(s):
Name and Address of Each Party in Interest Relationship and Comments, ifany Interest
Peter Huganir Trustee/Income Beneficiary 113 interest in income
Address: 821 Congress Street during lifetime
New Orleans, LA 70117
John Huganir Trustee/Income Beneficiary 1/3 interest in income
Address: 1107 N Trooper Road during lifetime
Norristown, PA 19403
Fred Huganir Trustee/Income Beneficiary 1/3 interest in income
Address: 221 Old Stone House Rd during lifetime
Carlisle, PA 17015
Swarthmore College Charitable remainderman 100% charitable
Address: 500 College Avenue remainder unitrust
Swarthmore, PA 19081
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For
each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
Not applicable.
C. If distribution is to be made to the personal representative of a deceased party, state
date of death, date and place of grant of Letters and type of Letters granted.
Not applicable.
Form OC-01 rev. /o. 13.06 1Page 6 of 9
Name of Trust: William L. Huganir Deed of Trust
16. If Petitioner(s) has/have knowledge that a Trust share has been assigned or attached, provide
a copy of the assignment or attachment, together with any relevant supporting
documentation. Not applicable.
17. If a trustee's principal commission is claimed:
A. If based on a written agreement, attach a copy thereof.
B. If a principal commission is claimed, state amount.
C. If a principal commission is claimed, state the amounts and dates of any principal
commissions previously paid in prior accounting periods.
Amount Date Paid
18. If a reserve is requested, state amount and purpose.
Amount: $1S,SOO.OO
purpose: Preparation of income tax returns, attorney fees and filing fees
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? .............................................. ~ Yes ^ No
If so, attach a copy of the notice.
Form OC-01 rev. i0. 13.06 Page 7 of 9
Name of Trust: William L. Huganir Deed of Trust
19. Is the Court being asked to direct the filing of a Schedule of Distribution? . ^ Yes ^ No
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and
suggest(s) that the distributive shares of income and principal (residuary shares being stated in
proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s) Amount/Proportion
B. Principal:
Proposed Distributee(s) Amount/Proportion
Form OC-01 rev. /0. 13.06 Page 8 of 9
Name of Trust: William L. Huganir Deed of Trust
Verification of Petitioner
(Verification must be by at: least one petitioner.)
The undersigned hereby verifies that the facts set forth in the foregoing Petition for
Adjudication/ Statement of Proposed Distribution which are within the personal knowledge of the
Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent
inquiry, believes them to be true; and that any
penalties of l 8 Pa. C.S. § 4904 (relating to unsw
of P
Certification of Counsel
F~ Huganir
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the forrn Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
,~~.
Signature of Counsel for Petitioner
No V. Otto III, Esquire
Martson Law Offices
herein are made subject to the
o ~t r iy~s).
Form OC-Ol rev. /0. 13.06 Page 9 of 9
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,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY", PA
ORPHANS' COURT DIVISION
FILE NO. 21-11-0811
WILLIAM L. HUGANIR DEED OF TRUST DATED MAY 29, 1998
NOTICE OF RE-FILING FIRST AND PARTIAL ACCOUNT AND
PETITION FOR ADJUDICATION
AND CALL FOR AUDIT OR CONFIRMATION
NOTICE IS HEREBY GIVEN that Fred Huganir, one of the Trustees under William L. Huganir
Deed of Trust dated 5/29/1998, has this date re-filed the First and Partial Account and Petition for
Adjudication in the above-captioned Trust in the Office of the Clerk of the Orphans' Court in and for
Cumberland County, Pennsylvania, where the same is filed as public record and may be inspected.
YOU ARE FURTHER NOTIFIED that any exceptions or obj ections to said Account or Petition must
be filed in writing at the office of the Clerk of the Orphans' Court, Cumberland County Courthouse, Carlisle,
PA 17013, aforesaid prior to the confirmation of said Account and Statement of Proposed Distribution
scheduled as set forth below.
UNLES S written exceptions or obj ections are filed prior thereto, said Account will be presented by
the Clerk of the Orphans' Court to the above-captioned Court in Court Room No. 1 of the Cumberland
County Courthouse, Carlisle, Pennsylvania, at 9:30 a.m. prevailing time, on Tuesday, October 11, 2011, at
which time said Account will be confirmed and distribution ordered in accordance with the Petition for
Adjudication/Statement of Proposed Distribution.
MAR~'SON LAW OFFICES
By: ~~1 ~~ l
No V. Otto III, Esquire
Supreme Court No. 27763
10 East High Street
Carlisle, PA 17013
(717) 243-3341
Attorney for Fred Huganir, Trustee
Date of Notice: 09/ca6/2011
NOTICES TO:
Mr. Peter Huganir
821 Congress Street
New Orleans, LA 70117
Mr. John Huganir
1107 N Trooper Road
Norristown, PA 19403
Mr. Fred Huganir
221 Old Stone House Road
Carlisle, PA 17015
Swarthmore College
500 College Avenue
Swarthmore, PA 19081
N. Curtis Ward, Esq.
Butera Beausang Cohen Brennan
Attorneys for John Huganir
630 Freedom Business Center
Suite 212
King of Prussia, PA 19406
Jill R. Fowler, Esq.
L. Pierre Teillon, Jr., Esq.
Heckscher, Teillon, Terrill & Sager
Attorneys for Swarthmore College
100 Four Falls, Suite 300
West Conshohocken, PA 19428-2983
C X tf r 8 r T j c, ~ i L.,c,'~ ~ ~'
NOTICE OF CHARITABLE GIFT
(In Accordance with Pa. O.C. Rule 5.5)
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF WILLIAM L. HUGANIR ,~ SETTLOR Q DECEASED
No. 21-11-811
Chief, Charitable Trusts and Organizations Section
Office of the Attorney General
Dear Sir or Madam:
Notice is given of a charitable gift as follows:
Date: September 6, 2011
1. The nature of the present proceeding is:
(a) An Account which has been or will be listed for Audit in the Orphans' Court on
October 11 ~ 20 11 ~ in Cumberland County Courthouse, Carlisle
(State name of Courthouse and town/city.)
The time and place of the Audit is Court Room 1 at 9:30 _ o'clock. If not
provided herein, the time and location will be provided upon request when that information
becomes available.
(b) If the proceedings are other than an Account, state the nature of the proceedings and the
place, date and time fixed for hearing:
i If more space is required, attach additional sheets.
Form OC-06 rev. 10.13.06
Page 1 of 4
Estate of WILLIAM L. HUGANIR
2. Charitable gifts are made as follows:
OSettlor ^ Deceased
(a) Give full names and addresses of charities, and names and addresses of counsel, if any.
Swarthmore College, 500 College Avenue, Swarthmore, PA 19081
L. Pierre Teillon, Jr., Esquire, Heckscher, Teillon, Terrill & Sager
100 Four Falls, Suite 300, West Conshohocken, PA 19428-2983
(b) If pecuniary legacies, state exact amounts and indicate whether legacies will be or have
been paid in full; if not give reasons therefor.
(c) If the charitable interest is a future interest and the estimated present value of the property
involved exceeds $25,000, a brief description thereof including the conditions precedent to
its vesting in enjoyment and possession, the names and ages of persons known to have
interests preceding such charitable interest, and the approximate market value of the
property involved.
Lesser of trust income or 6% of net fair market value from irrevocable trust established
by William L. Huganir under Deed of Trust dated 5/29/1998, is payable annually, in
equal shares, to his sons, Peter Huganir, John Huganir and Fred Huganir, or to surviving
children of any deceased son. Upon the death of the last to die of the sons, principal and
income remaining to be distributed to Swarthmore College, Swarthmore, PA. Value of
principal of trust as of 6/30/11 is $1,057,444.08.
(d) If residuary gift, state nature and value of share.
Form OC-06 rev. 10.!3.06 Page 2 of 4
Estate of WILLIAM L. HUGANIR !71 Settlor ODeceased
3. Provide a brief statement of all pertinent questions to be submitted to the Court for
Adjudication, including unresolved claims and any material questions of interpretation or
distribution which may affect the value of the charitable interest.
None
4. The names and addresses of the fiduciaries are (state whether Executors and/or Trustees):
Peter Huganir, 821 Congress Street, New Orleans, LA 70117
John Huganir, 1107 N Trooper Road, Nomstown, PA 19403
Fred Huganir, 221 Old Stone House Road, Carlisle, PA 17013
5. The names and addresses of counsel for the fiduciaries:
John Huganir: N. Curtis Ward, Esq., Butera Beausang Cohen Brennan, 630 Freedom
Business Center, Suite 212, King of Prussia, PA 19406
Fred Huganir: No V. Otto III, Esq., Martson Deardorff Williams Otto Gilroy & Faller, 10
East High Street, Carlisle, PA 17013
6. The names and addresses of counsel for any charity who has received notice or has appeared for
it:
Swarthmore College: L. Pierre Teillon, Jr., Esq., Heckscher, Teillon, Terrill. & Sager, 100
Four Falls, Suite 300, West Conshohocken, PA 19428-2983
corm oc-a6 rev. 10./3.06 Page 3 of 4
Estate of WILLIAM L. HUGANIR
Settlor ^ Deceased
7. (a) A copy of the instrument creating the gift is attached hereto.
(b) If the gift is other than a pecuniary legacy which will be paid in full, there is attached
hereto:
(1) A copy of the Account, if one has been filed
(2) A copy of any other relevant documents
Very truly yours,
R
_1
Signature
No V. Otto III 27763
Attorney's Name and Supreme Court LD. No.
Martson Law Offices
Attorney s Address
10 East High Street, Carlisle, PA 17013
717 243 3341
Attorney s Telephone
Form OC-06 rev. 10.13.06 Page 4 of 4
ATTORNEY Ai LAW
P~eKViEw iowEn • SwrE 423
I t SO FAST AVFUNE
KINI; ut Pnussu. PA 19406
DEED OF TRUST
On this ~`~+~ day of May, 1998, I, WILLIAM L. HUGANIR, (hereinafter
referred to as "the Donor"), desiring to establish a charitable remainder unitrust, within
the meaning of Section 5 of Rev. Proc. 90-30 and Section 664(d)(2) of the Internal
r~ _ _ l~.J.. lL. .. ~... .Gl.. .- ..-. C.. .-~.. .-! ~.. .. ~!1 L. .. ~f ~.~. ti"1 I-~.~rn L~~~ nrr~rfln 1{~r~ V~ ~n^.nir ` l
Chartable Remainder Unitrust No. 1 and designate ,JOHN ~/
HUGANIR and FRED HUGANIR. or the survivors of them, as the Trustees.
1 Funding of (rust. i he Donor transfers to the Trustees the
prcperty described in Section A. and the Trustees accept such property and agree to
Hold. manage. and distribute such property of the Trust under the terms set forth in this
Trust instrument.
2. Payment of Unitrust Amount. In each taxable ~. star of the Trust.
~;~,e Trustees shall qav a unitrust amount equal to the lesser of (i) th~~ ~ rust income for
the taxable year. as defined in Section 643(b) of the Code and the regulations
,~-~~~r~under or (iij six percent (6%) of the net fair market value of the assets of the Trust
_a'.~_,ed as of the first day of each taxable year of the Trust (the "valuation date") to, my
~r~ldren PETER HUGANIR. JOHN HUGANIR and FRED HUGANIR (individually, a
~~~cipient" collectively Recipients"), in equal shares during their lifetimes.
Upon the death of a Recipient, the survivor Recipient(s) shall be entitled to
receive the entire unitrust amount. The unitrust amount shall be paid in equal quarterly
installments. Any income of the Trust for a taxable year in excess of the unitrust
amount shall be added to principal. If for any year the net fair market value of the Trust
assets is incorrectly determined, then within a reasonable period after the value is
finally determined for federal tax purposes, the Trust shaft pay to the Recipients then
entitle to income (in the case of an undervaluation) or receive from the Recipients then
entitled to income (in the case of an overvaluation) an amount equal to the difference
between the unitrust amount properly payable and unitrust amount actually paid.
3. Payment of Federal Estate Taxes and State Death Taxes. The
I~feume unitrust interest of the survivor Recipient wilt continue in effect on the death of
„_ c:_,.. n..,.:...,,.,,~ •„ ,r;,, ,,.,t„ .f ~E.~ cl .r~ii~inr Rcrinir~nt fi irnicFtAS thP. funds for DBVment of
i~ ic- iii Jl , •`. v, y,ar~ is ,v v,v v. ~~ ~ ~~ ., ~.. .. ...~ ... ~. _ ..1. _ .
any federal estate taxes or state death taxes for which the Trustees may be liable upon
the death of the first Recipient to die.
4 Proration of the Unitrust Amount. In determining the unitrust
amount. the Trustees shall prorate the same on a daily basis for a short taxable year
and of the taxable year ending with the survivor Recipient's death.
5 Distribution to Charity. Upon the death of the iast survivor vi ~.i ~~
Rec~cients. the Trustees shall distribute all of the then principal and income of the Tres:
n;her than any amount due either of the Recipients or their estates under the
prc~risicns above) to SWARTHMORE COLLEGE, Swarthmore, Pennsylvania
hereinafter referred to as "the Charitable Organization"). If the Charitable
Or~anl~atlOn ~s not an organization described in Section 170(c), 2055(a), and 2522(a j
of the Code at the time when any principal or income of the Trust is to be distributed to
2
it, then the Trustees shall distribute such principal or income to such one or more
organizations described in Section 170(c), 2055(x), and 2522(x) as the Trustees shall
select in their sole discretion.
6. Additional Contributions. If any additional contributions are
m~~ic to tl-ie Tr. ict after tF,c initial rnntriFv itinn thA i initn ict amn~ int fnr the vaar in whi~hi
the additicnal contribution is made shall be six percent (6%) of the sum of (a) the net
fair market value of the Trust assets as of the valuation date (excluding the assets so
aaoed and any income it c.~rri, or a~prec;iaiiuri ur ~, Suci ~ d55ei~) d~ iu .("v) ii jai N~ ~N~.,r t~u~-~ of
the fair market value of the assets so added that was excluded under (a) that the
number of days in the period that begins with the date of contribution and ends with the
earlier of the last day of the taxable year of the date of death of the survivor Recipient
bears to the number of days in the period that begins on the first ~~ay of such taxable
year and ends with the earlier of the last day in such taxable yr: =r or the date of death
of the survivor Recipient. In the case where there is no valuation date after the time of
contribution. the assets so added shall be valued as of the time of contribution.
_ .. ._ ---
r ~-i~~
. ...+ .+ . t i n i ~. ~ r
. •.. v u
•'
at such time and in such manner as not to subject the Trust to tax under Section 4942
of the Code, Except for the payment of the unitrust amount to the Recipients, the
Trusters shall not engage in any act of self-dealing, as defined in Section 494(d), and
shall not make any taxable expenditures, as defined in Section 4945(d). The Trustees
shall not make any investments that jeopardize the charitable purpose of the Trust,
3
g, Power to Terminate Recipient's Interest. Donor retains the right
to revoke or terminate the interest of any Recipient through a Will specifically referring
to this provision.
g. Taxable Year. The taxable year of the Trust shall be the calendar
year.
10. Governing Law. The operation of the Trust shall be governed by
the laws of the Commonwealth of r~n~nsyiva-iia.~~ ~iia ~rus:cc~, ~w,~~v~~vrl ~- li~~ ~~-.,. _ .
from exercising any power or discretion granted under said laws that would be
_ _+,.,,,• ,;a.ti ,~,•, ,., ,-~,;f;r-~+;nr-i ref +f'ic Trl Ict ~ ~n~iar ~Prtion 6641d1121 of the Code and
II~Il.V11JIJ~GIIa. vr~u~ .. ..+ ..~..~••••~~+••~~ ~. ••._ _._
the corresponding regulations.
11. Limited Power of Amendment. The Trust is irrevocable. The
Trustees. however. shall have the power, acting alone, to amend the Trust in any
manner required for the sole purpose of ensuring the Trust qualified and continues to
qualify as a charitable remainder unitrust within the meaning of Secticn 664(d)(2) of the
Code.
12. Investment of Trust Assets. Nothing in this Trust instrument
shall be construed to restrict the Trustees from investing the Trust assets in a manner
that could result in the annual realization of a reasonable amount of income or gain
from the sale or disposition of Trust assets.
4
Executed May ,~
In the presence of
~~'1, ~,'_~_,
~.~
Wyfness /
Rece.'. ec and Accepted.
~/
~~~ ~
Witness
i ,
i
~,l`l~tness
~ ~.c c L 1
1~1,+nocc
1998.
(SEAL)
WILLIAM L. HUGANIR, Don
(SEAL;
~~~- ~
Trustee
L=TL2 ~~v G~'uI'~
l~_~~,,~-~ (SEAL;
G
HN'~d11GANIR, Truste
i~
~~^
/ ~ ~,
~ 1 L`~i~<<~~ i ,,,~. ..f ' .' ~ CI~,_ ...~-i (SEAL';
. ~ .
_~
-„
5
COMMONWEALTH OF PENNSYLVANIA ~. SS
COUNTY OF MONTGOMERY
.,. r' ~
~ , 1998, before the undersigned, a
On the x" day of
eared WILLIA L. HUGANIR and in due form of law
Notary Public, personally app
acknowledged the above instrument to be his act and deed and desired that the same
,,._~r_,.,._ ..
~ Illyiii c7~ i GCOruc~r cio .iu'~ai..-'
WITNESS my hand and notarial seal.
'~ )}
~_ lt~.:,ir~? ~, • (~ ICJ L~ L
Notary Public ~~
NOTARIAL SEAL
SHARON J. HAHN, Notary Pub1~c
Upper Merlon Twp.. Montgomery County
M Commission Expires March 30. 2002
COMMONWEALTH OF PENNSYLVANIA SS
COUNTY OF MONTGOMERY
On the ~ day of 1998 before the undersigne a~ _
and in due form of law ~~ ~ L-;<
Notary Public. personally appeared
acknowledged the above instrument to be his act and deed and desired that the same
WITNESS my hand and notarial seal.
/~~~
/ ~r . ~'?
Notary Public
Notarial Seal
Robin A.13abillis, Notary Public
Norristown Bo% Montgomery Coun
My Commission Expires April 8.200
9Aember, PennsyNarna ASSOCietton of Notaries
6
COMMONWEALTH OF PENNSYLVANIA SS
COUNTY OF MONTGOMERY
On the ~~ day of _, 1998, before the undersigned, a
Notary Public, personally appeared OHN HUGANIR and in due form of law
acknowledged the above instrument to be his act and deed and desired that the same
might be recorded as such.
,.„ _ ~ _~ ....,~...,.,i ~r,~i
~ i~~ -~-.
.~,..e... n„hip..
IVUIGIy ~ uu~w
Notarial Seal Public
Robin A. 8abillis, Notary .
Norristown Boro, Montgomery Coun
My Commission ExpiresApnl B, 200
Member, Pennsyivama AssociaUpn of Notaries
COMMONWEALTH OF PENNSYLVANIA SS
COUNTY OF MONTGOMERY
On the _.1_-day of , 1998, befcre the undersigned, a
r`Int~r~i Pi ihlil' personally appeared RED HUGANIR and in due form of law
acknowledged the above instrument to be his act and deed and cesired inai ii ~C ~a~ ~ ~~
might be recorded as such.
, n „Tw ir-r~ n .... ~....-..~ ., ., .1 nnl~riol coal
~~
otary Public '
Notarial Seal
Robin A. Babiilis, Notary Pubfic
Norristown Boro, Montgomery County
My Commission Expires April 8, 2002
Member, Pennsytvarna Association of Notaries
7
FAFILES~Clients~12104 Huganir.12104. LaccounLtrust.rev
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA
ORPHANS' COURT DIVISION
FILE NO. 21-11-~_
FIRST AND PARTIAL ACCOUNT
for the William L. Huganir Deed of Trust
Stated by Fred Huganir, one of the Trustees
Date of First Receipt of Funds:
Accounting for the period:
May 26, 2005
May 26, 2005 -June 30, 2011
Purpose of the Account: The Trustees offer this Account to acquaint interested parties with the
transactions that have occurred during the administration.
It is important that the Account be carefully examined. Requests for additional information,
questions or objections can be discussed with:
No V. Otto III, Esquire
Supreme Court I.D. No. 27763
MARTSON LAW OFFICES
10 East High Street
Carlisle, PA 17013
(717) 243-3341
SUMMARY OF ACCOUNT
Pages
PRINCIPAL
Receipts 3
Less Disbursements:
General Disbursements 3 $ 326,901.17
Taxes 3 $ 52,288.25
Fees and Commissions 3-4 $ 23,053.00
Balance Before Distributions
Distributions to Beneficiaries 4
Principal Balance on Hand 4
For Information:
Investments Made 4
Changes in Investment Holdings 4
INCOME
Receipts 4-7
Less Disbursements 7
Balance Before Distributions
Distributions to Beneficiaries g
Income Balance on Hand g
COMBINED BALANCE ON HAND
Verification
9
$1,460,186.50
-402.742.42
1,057,444.08
0.00
1,057,444.08
141,929.03
0.00
141,929.03
_121,585.49
20,343.54
$ 1,077,787.62
-z-
PRINCIPAL RECEIPTS
Initial Receipts:
Gross proceeds for 1/z interest in premises at Egypt Road, Upper Providence
Township, Montgomery County, Pennsylvania [copy of settlement statement
attached as Exhibit "A"]
Prorated share of School Tax paid in advance
Prorated share of County Tax paid in advance
Subsequent Receipts:
Marjorie Huganir, reimbursement for proceeds erroneously paid to her for her
interest in settlement of real estate
Marjorie Huganir
TOTAL PRINCIPAL RECEIPTS:
PRINCIPAL DISBURSEMENTS
GENERAL DISBURSEMENTS
Real Estate Settlement Expenses:
05/26/05 Montgomery County, rollback taxes
05/26/05 County Tax for 2005
05/26/05 Realty transfer tax
05/26/05 Butera & Associates, real estate commission
05/26/05 John Huganir, commission
05/26/05 Huganir Law Offices, legal fees
05/26/05 Peter Huganir, charge
05/26/05 Marjorie Huganir, insurance premium
reimbursement
TAXES:
06/24/08 2005 PA Fiduciary Income Tax
10/12/10 2005 PA Fiduciary Income Tax, interest and
penalty
FEES AND COMMISSIONS
09/02/08 Smith Elliott Kearns, tax returns preparation fee
11/30/09 Smith Elliott Kearns, tax returns preparation fee
06/24/10 Smith Elliott Kearns, tax returns preparation fee
$171,839.71
3,584.76
25,639.20
50,000.00
25,000.00
25,000.00
25,000.00
837.50
$ 38,171.00
14,117.25
$4,950.00
1,553.00
1,550.00
$1,281,960.00
2,360.62
2,191.22
171,767.80
1,906.86
$1,460,186.50
326,901.17
52,288.25
-3-
Reserved Smith Elliott Kearns, 2010-2011 tax return prep
Reserved Orphans' Court filing fees
Reserved Manson Law Offices, attorney fees
TOTAL PRINCIPAL DISBURSEMENTS:
5,000.00
500.00
10,000.00
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
None
TOTAL PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES $
PRINCIPAL BALANCE ON HAND
23,553.00
$402,742.42
0.00
Value at Fiduciary
06/30/11 Acquisition
Value
Advantage Bank Deposits (Oppenheimer Acct A09- $ 1,057,444.08 $ 1,057,444.08
0032002 less reserved disbursements)
TOTAL PRINCIPAL BALANCE ON HAND $ 1,057,444.08 $ 1,057,444.08
PRINCIPAL INVESTMENTS MADE
06/01/05 Advantage Primary Liquid Fund Money Market Account $ 959,610.67
12/28/05 Advantage Primary Liquid Fund Money Market Account 171,767.80
06/24/08 Advantage Bank Deposit 110,276.85
TOTAL PRINCIPAL INVESTMENTS MADE $1,241,655.32
CHANGES IN PRINCIPAL HOLDINGS
None
Advantag e Primarv Liauid Fund
06/17/05 Dividend
07/22/05 Dividend
08/19/05 Dividend
09/19!05 Dividend
10/21/05 Dividend
11/18/05 Dividend
12/16/05 Dividend
RECEIPTS OF INCOME
897.26
2,068.35
1,781.40
1,931.65
2,573.43
2,215.45
2,357.42
-4-
12/29/05 Marjorie Huganir, reimbursement income 2,474.63
12/30/05 Dividend 1,453.20
01/20/06 Dividend 2,005.31
02/17/06 Dividend 3,082.72
03/17/06 Dividend 3,198.74
04/21 /06 Dividend 4,156.67
05/19/06 Dividend 3,494.93
06/16/06 Dividend 3,612.79
07/21/06 Dividend 4,679.94
08/18/06 Dividend 3,877.32
09/22/06 Dividend 4,869.91
10/20/06 Dividend 3,893.20
11/17/06 Dividend 3,912.02
12/15/06 Accrued Dividend 3,906.61
12/22/06 Dividend 995.72
12/29/06 Dividend 1,426.53
01/19/07 Dividend 2,545.60
02/16/07 Dividend 3,958.94
03/16/07 Dividend 4,057.36
04/20/07 Dividend 5,046.93
05/18/07 Dividend 4,030.48
06/25/07 Dividend 5,054.11
07/20/07 Dividend 4,068.89
08/17/07 Dividend 4,090.57
09/21/07 Dividend 5,218.53
10/19/07 Dividend 4,046.04
11/16/07 Dividend 3,904.83
12/21/07 Dividend 4,786.60
12/31/07 Dividend 1,519.53
-5-
01/18/08 Dividend
02/22/08 Dividend
03/24/08 Dividend
04/18/08 Dividend
05/16/08 Dividend
06/20/08 Dividend
07/18/08 Dividend
08/22/08 Dividend
09/19/08 Dividend
10/01/08 Dividend
10/17/08 Dividend
10/22/08 Dividend
Advantage Bank Deposit Accounts:
07/ 15/08 Interest
08/15/08 Interest
09/ 15/08 Interest
10/15!08 Interest
11 / 10/08 Interest
11/14/08 Interest
12/ 15/08 Interest
O 1 / 15/09 Interest
02/13/09 Interest
03/13/09 Interest
04/ 15/09 Interest
OS/ 15/09 Interest
06/15/09 Interest
07/ 15/09 Interest
08/ 14/09 Interest
09/ 15/09 Interest
2,236.07
3,860.19
2,833.18
2,013.34
2,055.74
2,347.26
1,519.30
1,803.62
1,460.83
754.48
119.77
33.65
119.42
65.65
65.68
214.78
345.62
36.84
259.52
100.58
95.24
85.84
94.12
91.08
94.15
91.11
94.17
94.15
138,231.04
-6-
10/15/09 Interest 91.15
11 / 13/09 Interest 94.17
12/15/09 Interest 91.21
12/30/09 Interest 9.44
O1/15/10 Interest 84.99
O 1 /29/ 10 Interest 3 9.61
02/ 16/ 10 Interest 54.84
03/ 16/ 10 Interest 85.31
04/ 16/ 10 Interest 94.46
05/17/10 Interest 94.47
06/ 16/ 10 Interest 91.43
07/16/10 Interest 91.34
08/ 16/ 10 Interest 94.05
09/16/10 Interest 94.00
10/ 18/ 10 Interest 96.80
11 / 16/ 10 Interest 66.61
12/ 16/ 10 Interest 67.37
O 1 / 18/ 11 Interest 74.11
02/ 16/ 11 Interest 65.13
03/16/11 Interest 62.89
04/ 18/ 11 Interest 74.12
OS/ 16/ 11 Interest 62.90
06/ 16/ 11 Interest 69.64
TOTAL RECEIPTS OF INCOME
DISBURSEMENTS OF INCOME
None
3,697.99
141,929.03
0.00
-7-
DISTRIBUTION OF INCOME TO BENEFICIARIES
Peter Huganir:
06/24/08 Cash 36,123.33
03/11/09 Cash 4,405.17
reissued
07/21/10
John Huganir:
06/24/08 Cash 36,123.33
03/ 11 /09 Cash 4,405.17
Frederick Huganir:
06/24/08 Cash 36,123.33
03/11/09 Cash 4,405.16
TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES
INCOME BALANCE ON HAND
Bank Advantage Program
TOTAL INCOME BALANCE ON HAND
Value on
06/30/11
$ 20,343.54
$ 20,343.54
40,528.50
40,528.50
40,528.49
$121,585.49
Fiduciary
Acquisition
[~aiue
$ 20.343.54
$ 20,343.54
TOTAL ACTUAL INCOME DISTRIBUTIONS TO THE BENEFICIARIES EXCEEDED
THOSE TO BE MADE PURSUANT TO THE DEED OF TRUST IN THE AMOUNT OF $22,144
(OR $7,381.33 FOR EACH BENEFICIARY LISTED ABOVE). CREDIT FOR SUCH
OVERPAYMENT SHALL BEGIN WITH TAX YEAR ENDING 12/31/2011 UNTIL SUCH
OVERPAYMENT HAS BEEN APPLIED IN FULL. SEE SPREADSHEET ATTACHED
HERETO AS EXHIBIT "B". [COPIES OF FORM 5227 SPLIT-INTEREST TRUST
INFORMATION RETURN FOR TAX YEARS 2005-2010 ARE BEING PROVIDED TO
SWARTHMORE COLLEGE.]
-8-
VERIFICATION
Frederick I. Huganir, one of the Trustees of the William L. Huganir Deed of Trust, hereby
declare under oath that said Trustee has fully and faithfully discharged the duties of his office; that the
foregoing First and Partial Account is true and correct and fully discloses all significant transactions
occurring during the accounting period; that all known claims against the Trust have been paid in full;
that, to his knowledge, there are no claims now outstanding against the Trust; that all taxes presently due
from the Trust have been paid.
This statement is made subject to penalties c
falsification to authorities.
Dated: 9~(P 020 !/
rn
-9-
~awyers itle
jnsurance o~poration
Nay 26, 2005
o•t,
_ 32904
Otna. CMA-Nstn Ct•rk George Willana
sdta Marjorie C. Huganir; The William L. Huganir Deed of Trust, dated May 29, 1998
Purcn•w Providence Buaineae Park-3, LLC, a Pennsylvania limited liability company
..___~.__ ..._.._.. o__.+ n.,..e.. v~..sde..~e Tnemehin_ Mnntaomerv County. PA
c en.ld•.+rton 2,563,920 00
School Tax aid to 6-30-2005 @S 23 934.10 2 360 62
County Tax paid to 12-31-2005 @$ 3,652.04 2,191 22
t' ~ ~'
o+pmh 107 700 00
Interest on Deposit 2,557 10
Rollback Tax through 2004 Tax periods 171,839 71
Interim 2005 County Tax 3,584 76
edme• Ou• Z Z ""
SETTLEMENT WITH SELLER B'~'o"~; C y SETTLEMENT WITH PURCHASER
Etmew 0•pvtlt t 11 ,257 10 Tlns Chnpm
Tvtd Z, '
rr•tnfu Tu 25 639 20 ~
Newry F••+ n•evrdino /Pitinp Deed
+nd 9•rvlee 64 50
B t Realt Co. - Cotmeieaion 50 000 00 Newry r•«
john L. Huganir -Commission 25,000 00 Tr•mly 7.w 25,639 20
Peter A. Huganir -Charge 25 000 00
Hugaait.Law.OFfiees - Legal-Fee '25,000 00
Marjorie C. Huganir
Insurance Neimbursement 837 50
Charge 1,281,960 OO Pund N•++t wry 1e CvmpltV !•nl•m•n. ~~Z.. ~~ / r
the William L. Huganir Trust D+podud by Mvr+p•p••~PVneh•ur
Charge c1
i_ (o~J (i7 s.t.ns• oe•
ToUI OltCun•mmn Z ~ Q
NH proeadt el ad•
Tp~-above Settlement S[ ement•examined, approYBTanE'uece~pEoof:~a~copy of soma is hereby acknowledgnd, Ln
considers ion Ghich tra Montgomery Abstract Co., Inc., agent a Title Insurance Corporation
le authoE end dir a distribution a d accordance he
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W
• . I I ATTORNEY AT LAW
PANItVIEW TOWER • Suitt X23
1150 Fin51 AvEUnE
Ku+u ut PausSU. PA 1908
DEED OF TRUST
~ ~h
On this ~~`~ day of May, 1998, I, WILLIAM L. HUGANIR, (hereinafter
referred to as "the Donor"), desiring to establish a charitable remainder unitrust, within
the meaning of Section 5 of Rev. Proc. 90-30 and Section 664(d)(2) of the Internal
'-'^.dc- _ _ n _.~.. `l-...r.-. sta... ...C.......-1 -.. .. ~!1L... ('s~.w"1 h~rnh~~ nrnnln 1F~n LJ~ in~nir
Chartable Remainder Unitrust No. 1 and designate ,JOHN
HUGANIR and FRED HUGANIR. or the survivors of them, as the Trustees.
1. Funding of (rust. i he donor transfers to the Trustees the
prcperty described in Section A. and the Trustees accept such property and agree to
.~ ~ -
',
•J
hold, manage. and distribute such property of the Trust under the terms set forth in this
Trust instrument.
2. Payment of Unitrust Amount. In each taxable ~. gar of the Trust.
the Trustees shall qav a unitrust amount equal to the lesser of (i) th~~ ~ rust income for
the taxable year. as defined in Section 643(b) of the Code and the regulations
;hereunder. or (ii) six percent (6%) of the net fair market value of the assets of the Trust
valued as of the first day of each taxable year of the Trust (the "valuation date") to, my
children PETER HUGANIR. JOHN HUGANIR and FRED HUGANIR (individually, a
Recipient". collectively. "Recipients"), in equal shares during their lifetimes.
Upon the death of a Recipient. the survivor Recipient(s) shall be entitled to
receive the entire unitrust amount. The unitrust amount shall be paid in equal quarterly
installments. Any income of the Trust for a taxable year in excess of the unitrust
amount shall be added to principal. If for any year the net fair market value of the Trust
assets is incorrectly determined, then within a reasonable period after the value is
finally determined for federal tax purposes, the Trust shall pay to the Recipients then
entitle to income (in the case of an undervaluation) or receive from the Recipients then
entitled to income (in the case of an overvaluation) an amount equal to the difference
between the unitrust amount properly payable and unitrust amount actually paid.
3. Pa ment of Federal Estate Taxes and State Death Taxes. The
lifetime unitrust interest of the survivor Recipient will continue in eft.'ect on the death of
.~. C:...• f'1 .. ..: ..•.~..• +~ .din n.,l.i if 11'\n cl lr~~i~~nr QAr~niant f~ ~rnichPS rhP fends for payment of
~~ IC: 111 Jl 1 \V V1'J1V11\ •V V1V v• ••~ •• • • ~.+. ~ ',' - •
any federal estate taxes or state death taxes for which the Trustees may be liable upcn
the death of the first Recipient to die..
4 Proration of the Unitrust Amount. In determining the unitrust
amount. the Trustees shall prorate the same on a daily basis for a short taxable year
and of the taxable year ending with the survivor Recipient's death.
5 Distribution to Charity. Upon the death of the last survivor vi ti ~c
Recipients, the Trustees shall distribute all of the then principal and income of the True
~ ether than any amount due either of the Recipie~ny~ts or their estates under the
.: N. .. yam. t'. .._. .•. .'!' • _. ., ~.u...s .:~~ ~• V~ii••w•MYf~.~1 ... ~ v .. ~. -~....vw
previsions above) to SWARTHMORE COLLEGE, Swarthmore, Pennsylvania
thereinafter referred to as "the Charitable Organization"). If the Charitable
Organization is not an organization described in Section 170(c), 2055(a), and 2522(a
of ;he Code at the time when any principal or income of the Trust is to be distributed tc
2
it, then the Trustees shall distribute such principal or income to such one or more
organizations described in Section 170(c), 2055(a), and 2522(a) as the Trustees shall
select in their sole discretion.
6. Additional Contributions. If any additional contributions are
n,~rlo t~ the Try, pct aftor the ~niti?I ~~ntrih~Minn, tha r ~nitri igt arnni int fnr tha yaar in which
the additicnal contribution is made shall be six percent (6%) of the sum of (a) the net
fair market value of the Trust assets as of the valuation date (excluding the assets so
addeo and any inc:;ome ii urn, ur a~prec;iaii~ri ur ~, suc:i ~ d5sei~) de iu .(u j ii ic~i N~ ~N~ri~o~-~ cf
the fair market value of the assets so added that was excluded under (a) that the
number of days in the period that begins with the date of contribution and ends with the
earlier of the last day of the taxable year of the date of death of the survivor Recipient
bears to the number of days in the period that begins on the first ~~ay of such taxable
year and ends with the earlier of the last day in such taxable yF r or the date of death
of the survivor Recipient. In the case where there is no valuation date after the time of
contribution. the assets so added shall be valued as of the time of contribution.
..
.. __ . _ . u.. ».. ...
at such time and in such manner as not to subject the Trust to tax under Section 4942
of the Code. Except for the payment of the unitrust amount to the Recipients, the
Trustees shall not engage in any act of self-dealing, as defined in Section 494(d), and
shall not make any taxable expenditures, as defined in Section 4945(d). The Trustees
shall not make any investments that jeopardize the charitable purpose of the Trust,
3
g. Power to Terminate Recipient's Interest. Donor retains the right
to revoke or terminate the interest of any Recipient through a Will specifically referring
to this provision.
g. Taxable Year. The taxable year of the Trust shall be the calendar
year.
10. Governing Law. The operation of the Trust shall be governed by
•yIl . ..~ Y'.
rthe laws of the Cornmorwealth ofi~r~tmsyivaiiid.' . nip T ~us~ec~, ; ~~'~~~~,r, •- 1 ~ - •
from exercising any power or discretion granted under said laws that would be
_ _ .._... , „~~, ,~~ ~,,.,,;f;,.c~;~n ~f +~o Trl_Ist ~ ~n~tRr Sprtion 664(d1(21 of the Code and
II I~.VIIJIJ~G,i~ yr ~~,. .. .... .1 ..v...... ...... ... ...~
the corresponding regulations.
11. Limited Power of Amendment. The Trust is irrevocable. The
Trustees, however. shall have the power, acting alone, to amend the Trust in any
manner required for the sole purpose of ensuring the Trust qualified and continues to
qualify as a charitable remainder unitrust within the meaning of Secticn 664(d)(2) of the
Code.
12. Investment of Trust Assets. Nothing in this Trust instrument
shall be construed to restrict the Trustees from investing the Trust assets in a manner
that could result in the annual realization of a reasonable amount of income or gain
from the sale or disposition of Trust assets.
4
Executed May ,~
In the presence of
~', ~~
i 1~.~ -'.
W' Hess /
Rece:•. ec and Accepted
~,
~~~
\N:tness
J '~'/
~ /
v~l~ C~~'t!~~
~I.~..~
~J~l~tness
1998.
(SEAL)
WILLIAM L. HUGANIR, Don
~~~-~
(SEAL;
Trustee
~c- rc= 2 ~~v G~ ~ ~ ~
/~ G~:-~'-~--~ (SEAL;
HM~I~LLGANIR, Truste
~ ~ ~ /
1,, / ~
'V ~ ~L`~i~.«~' i~ .,.~: l-f:! r' `~l~, ..~~.•~.. (SEAL;
- = ., .
I
1 ~~ '
5
COMMONWEALTH OF PENNSYLVANIA SS
COUNTY OF MONTGOMERY
n-~
1998, before the undersigned, a
On the =day of
Notary Public, personally appeared WILLIA L. HUGANIR and in due form of law
acknowledged the above instrument to be his act and deed and desired that the same
~ filly-. t Il c7C I i/%vi u2~rn5
WITNESS my hand and notarial seal.
Notary Public
NOTARIAL SEAL
SHARON J. HAHN, Notary Public
Upper Merton Twp.. Montgomery County
M Commission Expires March 30. 2002
COMMONWEALTH OF PENNSYLVANIA SS
COUNTY OF MONTGOMERY
On the ~ day of 1998, before the undersigne a_
and in due form of law +~~ L~%<
Notary Public, personally appeared
acknowledged the above instrument to be his act and deed and desired that the same
WITNESS my hand and notarial seal.
~/ !~~
!f , ~=r
Notary Public
Notarial seal
Robin A. BabUlls. Notary Public
Norristown 8oro, Montc,~omerryy County
My Conrmissbn Expires Apri18.2002
Member, Pennaytvarna Associatwn of Notaries
6
COMMONWEALTH OF PENNSY>VANIA SS
COUNTY OF MONTGOMERY
On the ~~ day of , 1998, before the undersigned, a
Notary Public, personally appeared OHN HUGANIR and in due form of law
acknowledged the above instrument to be his act and deed and desired that the same
might be recorded as such.
..~.... ~. - --i --..~ .,•.,...,I rn~l
' {lid :lG '~ .._ .._ ..
V'vi I i'a~vv •-
,(~ ~ ~
/ 7l.
I V\J~al y ~ uu~w
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF MONTGOMERY
Notarial Seal Public
Robin A. Babillis, Notary r Coun
Norristown Boro, Morn9om y
My Commission Expires April 8. 200
Member. Pennsylvania gggociahon of Notaries
~, SS
On the ~ day of .~~ o , 1998, befcre the undersigned, a
nlnt?r~~ PI ihli(: personally appeared RED HUGANIR and in due form of law
acknowledged the above instrument to be his act and deed and desired inai ii ~C .say ~ ~~
might be recorded as such.
~~~ir~ir-r•c~ ti .~ ;,...1 nn+~ri71 caal -
,~ ,
otary Public `' '
Notarial Seal
Robin A. Babillis, Notary Public
Norristown 80% Montgomery County
My Commission Expires Apn 9, 2002
Member. PennsyNarna Association of Notaries
7