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HomeMy WebLinkAbout03-01-13IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF JOSEPH HARDY :CUMBERLAND COUNTY, PENNSYLVANIA A MINOR ORPHANS' COURT DIVISION NO. 21-11-1295 PETITION TO RELIEVE FIRST SUCCESSOR TRUSTEE Now comes Mateya Law Firm, P.C., former successor trustee of the Joseph Hardy Irrevocable Trust, and avers the following: 1. The Joseph Hardy Irrevocable Trust (hereinafter trust) was established by The Capital Trust Company of Delaware, as both Grantor and Trustee, by Declaration dated December2,2003, pursuant to Order of The Court of Common Pleas of York County, Pennsylvania dated November 10, 2003. See Exhibit A. 2. The Advisory Trust Company of Delaware subsequently became "successor by merger" to The Capital Trust Company of Delaware and as such, continued as Trustee of the Joseph Hardy Irrevocable Trust. 3. Mateya Law Firm, P.C., subsequently became the first successor trustee. 4. The Joseph Hardy Irrevocable Trust Agreement specifically authorizes the Trustee to "...employ and compensate from trust assets such agents, consultants and attorneys as Trustee shall deem prudent...." See Exhibit A, Article 5. 5. Pursuant to the aforementioned terms of said Irrevocable Trust Agreement, The Capital Trust Company of Delaware and it's Successor by Merger, The Advisory Trust Company of Delaware, did in fact engage the Firm of Janney Montgomery Scott, LLC as its financial Advisor andagent, c~arged with physically holding and investing trust assets. ~ ° _-~ ~; ,'~, m -~ ~ :ii C i ~7 6. The original situs of the trust was York County. See Exhibit A, Article 9i_' vw ~~ _. ~ ~n~ r~~ T~ ~~ wTJ ~ .~ 7. The Situs of the trust was moved to Cumberland County. See Exhibit B. ~~ r r, ~ ~e ca <;`_ -, .._ ~ cw _.. ~~ :::~ c..a i rn t •..; ,_..r ~ __ en ~ ~.,- CERTIFICATE OF SERVICE I, Mark A. Mateya, Esquire, hereby certify that I have served a copy of the foregoing document on the following person(s) by depositing a true and correct copy of the same in the United States Mail, by way of United States Mail, first class, postage prepaid, at Carlisle, Cumberland County, Pennsylvania addressed to: Paul & Barbara Hardy 3827 Dean Springs Road Alma AR 72921 Andrew Shaw Esquire 200 S Spring Garden Street Ste 11 Carlisle PA 17013 Bryn Mawr Trust Company 10 S Bryn Mawr Avenue Bryn Mawr PA 19010 Mateya Law Firm PC 55 W Church Avenue Carlisle PA 17013 Dated: ~ ~ 7j ~ ~ , Mark A. Mateya, Esq re Mateya Law Firm 55 W. Church Avenue Carlisle, PA 17013 (717) 241-6500 (717) 241-3099 Fax . ~C-OZ-2003 i 6:03. ^. ,..; E:ti'0~4- .Pursaz rn ,~rd e~ :a~ the f(~ourx ~ A.,~.... ,. _ _,. ..,~< .... ,,. .. _ s ... T-31i P.00210it F344 ~'A.~~IS~T,G..T :`.- Coo~Y~~eas:~f ''ark Caz~n.>•y; u~-~n~4?~.4.?~~sxee; ik113,~~~ay v~ ~ .. . 203::; , :.... : _.; . s :- ;.: ;;. ~ . .. a ,... .....:ff ::: ; ~. ., ~~MMr E>,~'be~ ~.C'"c'~l~r' ~x Titlsfe~ ,'„~; 'fee" ~.~1eI`ebi represe~~; ~varratit~ .d'~decia' s ~~s ~libv~~:~ ~ . '.. ~ _ , 1. B cottnd. for tb ;..:. Agent,; the~~uarf ~ ' of die ~e `i est~.te -.. --......t,,:. ~:,~:.;.;t~., 'rg3y's._...->5--..:. at any~~e:~~ . ~Yitstee ~~~eit~ ~i eseate. _.. _ .~.... _: ... ~~ .. ,.... r ~ t~ ...~, ~ . ._ t.. ,dur~g: ~0~~?~~:;~~et~.e ~st~.~hal ne~t,~Xn~ome pr~r~c~p.~':~t~ de =. ;;i~ttp..acct.all°.res... a}a ..., ~ce~::a~~~t :v px~ov.c~d at~(a);:~a~? e?~er~r~%taie~~ino the :expenditure. wou~d.~c~e ~-`ap -assets. cer.;2Q-~'a:;~~:~. ~~i. made ~vvithout approval of the Court, th In exercising this discretion, Trustee ;c~~e~~.ai~i~ls~~. pri'~c~pa~;` ~o.ie :~enra" ,. _ ... t:veittual~~ir.fi=ar}pa:t= 7C~ .: e:XerCiS]~ 'd~SCI+~~tt3.~3 ~e~'m~y.~re Qt ers,'~ay coriplete#~`a~oi~i gaj~r~eii: making any distn'bution of income or ~ a,pattern of distribution,. a per[ad of one-hundred anal twenty (1 trust in this rtZ t113tW r ~,"JC~.~trrri"}, ,aS ::,.., . Marto tu~~`add'`uf tle'ints ~~H'~a;;~1 ~8ti22'te. . :sg~prozrsiox~s ~f~his ~l'atag~aph Z., pad ar appiy.:sa~rittch.or-ail.~of the ms~:~o:~e~:~ecs5ary:~a:mc~t< ~- ~~f°education need's;<after=tak~g 3~~-T ou#sic~~ot~farhis:z.~t ~ , me orprineipal: i~ay~e rn,~de <unless rcipr~a~e~~xpenditure::c~f'~• ariir.or's b}:~~eipa3 e~iend%~res=i~ay be zugh the (hphans' Court Divason. y disfiribufie aay part or all of the net ida~~~~3~EP.H's estate, far ~I~'s` ~ebal~liy Stic~~gtiiii ~:~ = . . r [le~°paymeit o~eertai~'exp~iises to _., -tti~r'exp'~zses ~nay7efrain'from:~ ncipal, and may butneed riot fc~low ~. ., , , ~ns the° age of ~ghteen (18~~yea~s, for a) days fa~iov~ing such date, SI.1372b7Qv3tU36(sS.Ofll 1 ~' • , l~C-~D2-2DDS 16 A$ ~~~~~ Sh ~ta`V~ -'I~'le'~l~t V~hen 3t7$~!H_aequ&~r Trustee shall notify hum anal, '~fi~e~ta~t~r~isiri ;iar`gifi ~ttitii~ -~_~ is T-811 P.DDs^^/Dil F-3b4 . `ait~`part or~att~'of the trust ~.te. er:.this pravisian, ~ believ under a le ' : ed g.: ~tY~ :.; ,:.....u. ~.. :.:., . ~ • ~Cti :~, stt~~iiot~ce,af intent to.. ...,_.-_.. ..,...... , ...,_. ..... Cff Y ~ilh`dravV'~-~~iail-~ieb~c.~rlt -~e`llv'ete ~O' `'~ ~' t , . t~eA-~Y23tI'i~D,7, w ~ d.. Z'T1a.5~., ~Jil,.t~le: • {.i7.ii~. a7~~~:'~~~~~V ~r r i a.' ;:`.' ~ ~ c.; <,. w: :;:~.. :~r all },, ~y~y,~,y~,,,,, ~. durutg.parr of:.. th~ 1RiW..t~SQw~ ,•..i. . K ., e.. x;'.,,t• ~t:.~s.~w:-f , ::.,,.,.,.. <. ......: .. ... ... A~ ~` oty..~~ act'~iriay `e~~rcise tit wit}a,wa~..right on his.:be~a1~ :;xa.tl~e.. ~ctcn~^~tuis: tb~,ravc~.~.rht remains ....... . ... ;. .. W.. _ une~eresed•at the ~ ~ ° ~... .,. : r _ ..~; ,:~. • , x;: end o~the vr~t;.i~vu .t ` ,, .spch ~~d?~.wa~ ~~ic~.sh~1 lapse. :., ... . . .. ;. :. ... ({`. i..'. .. .. i.. ~ ' Trustee sh~~~ relra~,.a~~.~#~ltii.~~.:,~,~#~Q.. .n;~r.an. r~o at withdra ::~:: :.. .. ., ,.. . ,. s ~~. ~. ~' P~~Y .. ,. .• • _uncler._t:preeec~ $~cbp _ ;w t .,. ~ ~:~ (~.~~~ , ,,. , ;rfter I?.~Y.~OS~E~all::of.~e ,, <~ : , ~,: net meome of the mast not less frequ y than quarter-annually and, in ; :~,;; : ,. addition to the net income, shall pay to ar apply for 30SEPH such part ax all .. .• . of tl~e ' _tr~ prtnct #hls . ~ s.-as'~s _ :~~- on;:~pnsiciers ~ ~_ ... : chi. e'~ neeess or advisable far 7Q~E~'~'s. healirh., .~~. , .. tenance, support and education, afrer : _~.~~i~t~~ccansiclerat:on~~0~lyl~~'s`s ~c~f~lig aad all ofthe ::.resources~~hich:nxa~..be tyrb~'.~. '° able to~r~~~r~~i~rn~~ati~~~knawri~to .~~ >tee .,. ... ,may`by'wn . ~ ~ ~ #hcv~-'''its to ~ne~f ~~ .::. - tten:: ~• ' ourli`(~14} of .thy trt:bai~ee at: an tirae~~after redo { ~oiac`'(~i ~ •~ M. , ,.`. _ y~. g' 'rn3r' ~: ears: ~~ge; up to ame~~ird`~tf3~~~f~her~~i•;~g; l~a~ai~e~~at-~iyfiime'~lx::~a~~iing gip. r ..' . , ~ ~t~w~ity.;f~t~r .~~~) ~ear~;: of age ~o :an --i~alf ~ 1~ -of de ~ena~i , . ~ 'trust '.~.ce at:a~y <tixrie ~fter.reacl~ ~r . ty-sever: ~(~7) years ~~f age; `acid'any yo~'taSi ~f the ~ust=es teat -. ` 'der ieae ,1 .. ~ ~ t~. ~ ping thirty~(~O~~~ears'bf .,; • :...,. ,. ;;.... ..::. ..:. ..: ,.. ":.: - • ...... ,:..::: ~. . :.~ , r ..:. ;;.:. :-. ,.' .. _. :._, .... ...... .:... . :.. .: .. ; ::~. ,: .. ~ , .. 3.:.:: ~' i sitian. of'.~`rust-, U ',~ ~ ?•H' 13e , '.. . . ........... Test Ternunatxan of . ;'This. - hall.a: .. •. ~~~, .. ~~~P~9R~r: urti~x::c~f.the Court .. :... through :.t~.e .Qrp1;~ atu~t:l3iyi~ , +ar T~~'H{ ... ~ , ~~, . ~ E ~ ~ death; i.i`~arler ...Upon terrnnai~±a,~i.of..;the:Trus~, Z~te~;~al1;t}..strib a t~ie.i~ t .estate ,:...3 ;. ~_,: ,. ~. a1~ce a, the Trust in the foIlowing mannex:, - ._ ,. ., ~: ; (A) ~f tube Trust ter~+*~a es upon Court Q'rder, 'Fms~ee sha~.l distxibute the„'fit balance as dregted in~uch C?rc~er. SLi 372f>T(1v3/(13bE5.dty; ' 'DEC-02-2003 .16:04 FROik- _. r , = T-31'1 P.004/011 F-3d4 `= e i.~~£~.~~PT~'s parents, BA~.BA.PA- t ::'k'rustee shali:set:aaide and administer a to oust in:tha~follov~irig manner: _...., . .:. .. ~..f ..; :: '..:~~ :~at~t~ast,qua~terually alt net '~ parents or atl to the survivor of .I~<cr~witiold such part or all of the •:~'rt~stee insiders ~n~cessary ar - pport, health and education of such eats ~of JOSEPH~s parents, as are - risi~eritiig~~ach~per~nissible '~C3SlAP~PS'death and resources wising its ~scr~tinn and after giving ?~'S;pare,~he disinterested ent,o~<cersaan~~penses to others, pa~nt.af~~y~r all expenses ofa g;idis~ibutiors to one or rriare ref~ain~frprii~3ma7~ing any x~ay-i~neec~~nat~l~ollow a pattern of ,~t~nc:set~©fdistributions, need nat ~ight.p~revioi~,have beer. followed ~shal7.:alsq.:p~~r,-~ratrt time to time ;ipa# to surd zc~r~,~pr zl~are of the :prec.~;n such manner and for ~e o:i'Ja,Sfit'Sparents shalt appoint ;;Qr;by cast,: Wili~or,,codicil thereto ,:. ~.~ovv~herebycanfexred; provided tt;paay exer~is~::ths power in favor of or the creditors.; ~~their estates. trust principal as t~~.:t~S~4t:~S#+ advisable for the maintenance, .. , ..~f ~Jfl-S~P~3'~ pats ~r the'des~ . ,:.,:;~,~ng:from=tune ~~~ .. _ bcue~ciary'ss~iiidai=d~nf iivir~g :;-DI3.1rSId~ t3f Z~iZS T`t'r<1.51=: ' . 5 , .. _ .. :~: F :... . ..., ,. ,.'~its~~e~nu~.~::p~fez'.:the p ~. ..., ... , ama~c.~rn~)etely~:~oi~-the ..::~.. . ~::~.~las_s-y~auoid-ri .... .. ~:~~ons.~hat~ct~~~er,~ _:. ,.. . ~rn~an. .a. . f . ill :;....~ =~f~s'.. is sui~h,~~;rt,c~..a~..~il~~~ie n :.. .. beu~~.~ia~es,xc~iu;~A _?s ~I~QWs' ,.:dtarui~ lif :.. ..: howev~ ;(C)..... Subjcc~ to. any: exc ;preceding, upo~i~the d~:a.i~,.o~.~ie:Iast:,t, rexnariin~g.principal, uadstxibut~. neTL crustshall be paid as follows: . :ise af:thc power in (B}(i)(b) c~ie .af ~4SlrPH's-parents, all ~corne at~d.accrued net income of this SLl 37]ts7Ut3/U~565.d01 3 OEC~02-2803 18:04 Fit01~- .. ~es: cane: s~e~, , , :., .r.. .:.. .. -:ui.equal. - ;.~iv.~g;;~~and~~ne such, e~al.s sibling of 3C?SEF~H~'{R~rhno is then 'sha~es~="s~lr~e ~i~ IY~i.Li {l,+W +P l 'prtistPr~.,~~ ~.. ... ;;separate:~trust,:~an~~`e°~fot~r~rig :. .. ~. ~.r~ -: ~_;: i i .. ,: %'`~ .Z+. :. . . , ~_ ...ta~~. w _...... ,:. .. .- ', , . ...: ; .~nefi'ary ,.. ::...._ .., er ..- s4ureesry~~muci~ pr:a~.:.a_ may d~erts appr©priate f support of beneficiary. .. , ... ~eixi•~a Leh ~xable:year.` . _ ... atr~ady attai~e~~~c~ . _. „ .......::shall. pay; Katy ar~wi _... ,,..:; ...::..principal ~s =~~,¢ ::;; _ . _ .bcnefici°ary`s:.rrrae~ :: ao>~sideli`tzg:the be~eficiary,`s .separate . :'reso~.u`ces ~~iutsicte~o~t~ . lieiiefciaty,~~ pc :.. .. .' ... ~t1?7th~'i4eP~1'x'i ~'yri 4sry.n+~i~ i-3i 1 F.006/011 F344 ~~~ ance ~fsucli.sets sl>atl be divided egua~ ~ eytar~eac~ ~~.ili~g of J0-SEPH then bare :tie. ~heii=livi~i~~cles~e~d~rits of each ease, per stirrpes. The xesulting .sxn the follov~ing manner: ,. 5..2. .~..., .. .,. ~ ~.~ .... a ..., .... . t. ,1. `~ sier~c~-beneficiazy`s share as a ~t ! C .. .. .... . ...... ..~ :sha1~ ~p~y tb ;i~r~eXpcnd -for the ta:~cc~nnt;flwds: a~ca~lable from other ~...::ox~e and:pr~ucipal as Trustee the heath, ec~u.~ation maintenance or y unused income remaining at the the .#rust sha11 be accumulated and ~ - +e~Gir~ry.'a#ta~ns twenty-one (.~ i ) . ~ '~f•'t~st~li`~t~e beneficiary has Tree ~sl~l~pa~beneficiary all of f~cirary's~ta~st'~quarter-aranuaIly, and d ~t1ECl~. part~or~all~~af the tivs~ .:: .s ~°(t ~ <nece~sarj~'br advisable for the ~:~~port`~h'd education, after .:s `~tial+~ of ~v~ng at the time the is e~~ablished and the beneficiary's t or {z} appropriate to enable the 3riipve`a principal residence, or to •. #.. r tSiileSS: ~.~TliSte'~ shau ~laV6 CO~t'Elplete ~,. price to ~e partcl`for any such ~{,_ iin •erral_uatz~:~ ~i.i~ advisability of any ,.., . pit the tirne~`~.ii~3'n determining to ~ncipa~l'sh+o~d be used for that .... - . .. :,i ~~. ... .. ~ ~ Cb~ . l~eriefc iary rr~ay by r~vritten request to "~'sfee ~xiithdra~r ~~ en ' e ba'ialice ©f p .. xtnc~ of ius r her trust at axcy~ rirrre after rea ' ,~;~thirty=fi've ~(3 )Years of a `e. .g. ~L1 37387Q~ 3/^36SS.CrJ! . D€C-02-10Q3 fi6:04 ~it0~- T-~11 P.006/Q11 F-844 - .... _..... , ..;C~?:.~ ; Win: out of the pxincipal of Che any increase in c~.th taxe . . _ ;: 'thr;`~enefi ~ s e~ate ;~~` _ ''~ri~ieipal.-of~thc l7cnef c~~ .... ,estat€;"~uci~ pa~iri~.t~fio ~F's~'e~t$f1CIa~S p1rl'SQII'a~"] aI~ :rem . ;. :. , :..._shall. ute ......:..._..stri pcoxne aiui.:accn~d:>i? -= vv'itl~rawi. uu~e~ep;e 'such one Qi•.~ ofr ~eredit rs :off' such. esrace~ ~.s suc~;~ei wiII:~4r`~oi~i'cil..~execa s t0 the beiiGfiGl~ZTy'S deSGe ,_ . , . : ...~1~~.3T'C~.:I]©T1~ : ;such: . ~. ... ~~~{i)~,precec~ng ~as,i~rhe : ,,. -~d% t; :shall .iie : ~d._ tt:::t ;#r~ts; .... ~ ~.~aining Vie. e:W:~a Ia.~!s. of t~~e state ~~ tie-... ~.~~inn~ -P?E?nc~l~~?~4~ . . income of ,s».ch~ef c„ ~+eiciary`sde~th xhere shs~i ~e paid ~enefieiaxy's trust an ama~nt aequal to ar adminstration expenses payable cause of the i;QC~usio~. of any ~`s ~us~ ir`~e~bene~~ia>y's~`~rtiss 't;~~ sums Clue: ~~` undistributed net ~n5. ta.ai`. ,one .i~icludi :,:~ .... ... Y ....:?:.,~~ r.~.`S ~~t~t~ ~.' ~uch,0unts` and upon c'S' sha1l~~.aye appointed: b~,.~ast >~.ca~ly r~~~r'~%~, r.~ ;~.e pavc~~:'herein ;.;. , . tot`e>'fec.:c~~~c;~~! ap.~,~ed,sl~a~l:.he paid ts~t~iei~`hving, per stirpes; and if ~~P iii b~;:stxibuted under .. ,dad ire -~chsuits; far a,bene~ciary ~'n~st,~lg~eem~nt ~+~: ~. effect ..;I~~.::bF~a~.fic~~ybaa: died~b~fare ~~~,~nay.re~c~t~te ~a: will: undcx. the "bu~~d;n~t;~~~r,aud=accrtt~d net :~ trust:s~,l ~est~nibuted-tin the beneficiary`s estate. .: .. - ~- _ ~, .. h or o. ..: ... .:. }: -~,:; cos .::.,, :> ther ~ oP.~Y v.~,hi~e~~ ould oxherwise::be dsbutak~l~ to a bene~.cary: mho. ha.~r. ot~reacl tbe: mum: age of <ma,~rxty'und~r tl~~~~'~?msyl.~ra»ia ~ni:f . ::?`t'arts~f~rs~ to ~.Aeti'n~ffect at the time of distributio>u shad. ,:a. .'atexed by:~.c~ i~gally:qualified custodian, including without limitation any fiduciary wader this Tnrsfi Agreernent,~as the`distribum3g~dt~ci _~shall.~elect, ~ri~tihe terms set forth in tat statu.le; as °it nlay .~ a :anlrrnded° ©~ _. ~~me 'to ~tirrte.? : ;' (~} The term "educatia " shall~include without limitation private ar parochial school education o , any Level, college education, post- st~, 3:2~c~ms~c~s.aoi . . DEC-02-P!'03 t6:A5 F1;D~t- t-311 ~.QQ7/Qtl P-344 ` ~, , s~c~r~t~ary vacatis~nal or.te~c~cal~~rai~ g; post graduate and professio~a~. .. ..,~, ., . -: . ,- , . . ~ .: {~'~ _ . for the;~Ur~posGs: of . ~. °I~ust Ag~een~ent, ar~.y persons aipt~ dur~n~mmQrizy shalt ~e.cola~si .. ,~.:: : ~ e~ed.;a~ childre~,~f their adoptive . _. parents th~.y..,and~rhe~ ~ce~ :.and:. d ,, .d , , .. , <..~ :...,.. ~. .:,... ., .. . ... : tired shad" o as be; c nod, descendants of ... . . . _ . ~. .. ~.eix 've acio~r~. p,.a~tit~, ze~ancll~ss. .. ~ - .. . .. .. a. :: . _ date.a the.a p~.an. : ,. _. . - .. .. ..........".... - . . .. . ~:. : .... .. ,.... .. _ :.: .: :: . .:.... _ ~~j` ~:fh `disintereste `e ` `~d. : on„ tic es t rE~st its, ~`sceti d d ths, , .. , .: _ A. :"any rizst descri~~c~ ~i>ti`this P' ~ 3. a :: woiyld' r;'has become .,:.. ...... ... .~~ ... " - unecondmical ta° '~. ma ` ~ ". , 'Tku~ste~ a~o~d ar terminate that trust by ;c~i.s`tx'i~utirt_g the sepiarate shire ~of t . t .estate, '~r vc±hat ~otzld have become . .. ~... ..the separate`share Q~f the`txust`estate ~~if ~~ .t,~,. ' ~~ the ., . erc funded, to beriefi+~aFy tlr'~?Gp~~CCat'1C~'~t~lell `.$~ ' e q~' rB "~k1'C~d" t~, rCCeive iT}.COIne from that S~parate'slare„iri ~vch s7~ai~e~ j~1S ~~] ~~ t~~ Trus Kali .( ~t9i11~t'TC,s'`te „ tee S 'EE~,etj'i}1~3,C,'tIl its ~SCI~tTs,+sa.:......: `; ... , , , , .. _. . . ~:~... , } . . ,.:::: ......::..:::.....:.. > .. ,; . . p ~P yea trust s X vest ~:bsalutely itt u~texest mot ~a~erri ~tvYe =one ears' after the death of the "' `5t1`i~iot' o~Jt?S~F Jt3~irP'I~'s ~~~iii~ ~' vi+'ha~~re iivaza, atrtaS~P.~'s dent ~` ~ if a~3- ~~d t~°i~s~~hd~z%ts~o~:~~~EP .. 'aud~~~}~EP~s ~sitlings or sibling, if any; ~wha are ~i~i~tg ~t `.~~SSH s` tie ~ ~i~mei3iate~y prior to the expu~fxr~n._ ©f i~t~: bne y ~ftert~ -`~.eafh of the survi~var of the above grQtrp tl~e'I~ pf~ea~li° t°nc~i~ : ` snot previota:s~ vested in i~aterest ~,, ,; sh,~I:l °vest ~:bsiilut~~.yi~i~ 2ud~ i~eCbit~'~a _:: ..., ably to':t~e perSah,c~r persons then ,`e gtble or en~ttled to'rece~ve the~irie'°~~ ~therefrotn`° ` `~ ~.;`; C~) lJpon JOSEPII's de th, if he sur~rives his Barents, Trustee shall ~strii~ute t~he~a~anee faft~i~ test ~ate~ta"tle`theta~-wing descendants af #~~spar~tits,~per~~sirpr~s:'>~~hare o ~. zany be3i~ficiazy i~~:ii7ias not~~ien "~ttaaned thirty#five ye~i~~ ~ofage's~iat~ ~ h~Id b~+T~rtstee, ~'~t~'ST'iinder the temxs :t~f Parag~pl~t~ 3~~c~(iij ~reee _ ..... . :.. .: , ~.: , -~'rateety~ ~Proyision:::~I~; ' .. ficiai.:interest under tip , F3eclaxation may be assi greed Eby die ~bene~:cz :or attached by the benef czary's creditors before actual payment ro the benefi iary. SL.I 372o94v3/0365>.QO! v . ~ ~ . DEC-l-2-~ZQQ3 i&:05. ~ FRD~±- ...i - •+ - have all powers that maybe held by tt~e gttarc 24 Pa. C.S.A.. §§ ~1a1 et,seq. Natwithstandu r:, .. cc»tirary ~rovtstna~ to ~tlris l~ec°Iarativn o~ ~aziy: ,: ~ .. insure ~ei~l estai~ ~~vlether ~®tviii~d`~ a~3.one iii" a5` prime `~e9ide-n.~ce oaf 7~~EF~~ and `thy ~eri~i ;:: .. ., . such :l ~ ~sta.~e ~ia~the moist;- °~~eth~'i:~r i~"ot su likel~'tb~ipr~e~i~te i~. ~alue~~~rovi~ded~° net equity in their current reaidence t©t~vT~ `IYztstee shall.invest in..V~lith respect t~v and released froi'at 'az%d. a]] 'di~i~s ~Q.;diversfy~t 3'. „, r principal prouctiv~ of t~cne'and'tv'.i~ve~t appreciate in value. Trustee may, in tts discif used as a residence fay- ~a~~:F~ in which tru: in the names of cane ar b6th c>f J~SEF.EI's pare Trustee's investzaatent is secured in a manner tl any pledge, aiienatiori or transfer of any kind the event Trustee decides to sell any trust rea' residence, Trustee shall grant a right of first r whatever fair marleet value has been establist exercised iz~. Ming within thirty (30} days o: been triggered. Trustee xnay accept aGny exer~ reasonable, including accepting a Note and N commercially reasonable based on the exerci; Trustee shall be compensated compensation applicable and generally circ~ rendered. Any commission payable fr~im u the trust may be paid from either the tre?st u trust income received in any other calendar Trustee may employ and can consultants and attorneys as Trustee, shall C. R.ema~ral and Replacemt number of times, the natural guardian, or if the person 4f .~oseph 1-lardy,~ arr acknov~le T°311 P. QJ8i0i i F-344' '+ C~-e12Sattt#ri.'~'~'#ttStVe Sh1ll~= , t- i~TtOY~S~~te pllr~ail~ tQ seeding sentence ar any i ~r invest, retain andlar i~'~;oi»tavn~}"to serve,as a ;._. ~im~edi~.te`f~mily~ari:t~ cetiaii~ siat~"eproduces~~incaome`o°is ~a~e~~s mat ~~~~~.~~~ a~.y'~. ~~ ~~~ at3.y i~esd:~ene~e~ ~~ ` .~ . ~tv. Trustee is exvressly ~- ----- r--.--~c - - - - ,....... , ,. ..:v;,..,.:..; .:....t h~. .. ,.... .._, . _. .,; ~ zTl..prop~rty~.t~iat. is'ti~ ..to . qty:... -,:; , :.. xaz~ cause title to anydeal"estate assets have been invested to be herd uts outside of the tntst, as long as at will protect such investment from ~rithaut Trustee`s prior approval. In estate serving as SOSII''~`s primary ~fusal to purchase such real estate at ~d with a bona fide buyer to he native from Trustee that the right has ise of this right that is commercially artgage under terms that are ing pazents' then credit history ~.ing to its schedule of ~ at the time when services are for any given calendar year of s received in that year or from the of the trust. ate from trust assets such agents, prudent.. ''Fruste€. A t any time and any theduly-appointed guardian of inrtru?~nent may remove Trustee 7 SLR 37~67Qv3l036fs~.90t ~ ~ ~ ~C-DZ-2003 IB:OH "- FRO~- i-3i1 P.006/Oi1 E-344 ~~' ~' sr_~ s7~o7a.,;n~ssbs.a~~ . ~ 1 DEC-02-ZOU3 2S:D6 :.,._ .. ~it+ ~ T-811 P.61D1D11 F-844 9. Si f Trusts Governin an Miscellaneous. Thy srfi~s ~::.: of each t>vst created in this Tryst Agreement hall be York Cotanty, Pennsylvania, where 3QSl/Pl-I presently re4ides.~ The subs ~tive laws of Pennsylvania shall .:: govern the construction, per~c~rmance and a ,zo~this l7eclar~ttion. Wherever necessary m thas'~eclarat~an,'the ~te~rsed Jaxid retatea pronouns sha11 be .. .., ~. S y_t 'o ~~ ~ ~uior. ri~`the~ c©~tstrued as.masc ~ ' `~ ~emin~~~~ci n. d i' ugiilar r plur .. . . .... .. :, . . .. t .. sense regu>res, . . ;~ `~'~TI~ESS t~ER~(3F Trc% ee`~bias executed~t~s Aec7aration of °. .:: ::::.. Trust vn the date l~.rst .set: ~ , . :. ...... ........ . ~ ~ #'orth' ab`a4ve T~ AP1T.A.~ TRUST CaMPANY OF : :.'I~EL ' :~ a"s itor _ ... '..l ....... ' ~ THE Attest• ~J~~~~--~- Hy. PreSi(~~Il1r IT - '[rST C4MP.A~iY QF S.S TI[3Stee i .,-,-~ ,rF Vick President 9 SU 312G7Qv3lf33G55.U01 M .. !~C-0Z-2003 16:06 FROk- I-811 P.011101i .:F•344 ` _. seg.. :. . . .. ,Q~' Pu tC IO ~~~ t~ + , • ~.. p~tltltN NI/zRIE~t ;:' J Nd~TARY,,,PtJ+~k~It~ .~ My C~ ~n•~"': sL~ sri..stoYsros6ss.oo- ., , ~~~~IV~D DEC 2 0 2011 IN THE COURT OF COMMON PLEAS OF YORK COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION In Re: Estate of JOSEPH HARDY, A minor No. 6703-1391 ORDE>n The Cleric of the Orphans' Court is directed to provide an exempliFed copy of the record in this case to Cumberland County Orphans' Court. Cumberland County has accepted transfer of the situs of the Tnist from. Yorlc County. A copy of this Order shall be sent to counsel of record. ~!` Date: December ~~ , 2011 BY THE COURT: ~1,~ E . BLACKS L, Judge ~ _ :•~ c3 r "i {`~ tT Y, ~ ~r f F: ~~ pt v ~. .. ) ~~• t..l :. r t .. w,tl ~ ~ 1 Mark Mateya Fri Mar 1, 2013 E-mail From: SODonnell@bmtc.com Date: Thu Jan 24, 13 - 8:37 AM - E-mail To: 'Mandy Carmack' CC: 'andrew shave'; mam@mateyalaw.com; Smith, Kevin; Staner, Alyssum Subject: RE: Hardy, Joseph Trust Fund Contact: Susan W. O'Donnell File: Hardy Trust ;Trustee - 1260/001 Hi, Mandy: Please send the invoices to me going forward. Susan Susan W. O'Donnell, Esq. ** Senior Vice President & Trust Advisor Wealth Management Division The Bryn Mawr Trust Company 10 S. Bryn Mawr Avenue Bryn Mawr, PA 19010 (610) 581-4704 Cell (610) 812-2019 Fax (610) 527-8397 sodonnel I@bmtc.com ""` L.L.M. in Taxation Confidential information, including account information, and personally identifiable information, should not be transmitted via a-mail, or a-mail attachment. This a-mail, including attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. ff you are not the intended recipient, please contact the sender by reply a-mail and destroy all copies of the original message. As required by the Internal Revenue Service, we are informing you that any U.S. tax advice contained in this email or any attachment hereto cannot be used, and is not intended to be used for the purpose of (i) avoiding penalties that the IRS might attempt to impose, or (ii) promoting, marketing or recommending to another party any transaction or advice mentioned in this communication. From: "Mark Mateya" <mam@mateyalaw.com> To: "'Mandy Carmack"' <mandy@asilr.com> Cc: "Susan W. O'Donnell" <sodonnell@bmtc.com>, "'andrew shave"' <andrew@ashawlaw. com> Date: 01/23/2013 05:21 PM Subject: RE: Hardy, Joseph Trust Fund Ms. Carmack, I am happy to assist you. My name is Mark Mateya of Mateya Law Firm. have been the interim trustee for more than a year while we were locating a suitable trustee to assist the Joseph and the Hardys. My tenure as trustee is just at the end, but the Bryn Mawr Trust Company of Bryn Mawr, Pa, is the incoming trustee. They will be able to assist you at this time and on into the future. Page: 1 Mark Mateya Fri Mar 1, 2013 Here is the contact information you will need: Bryn Mawr Trust 10 S. Bryn Mawr Avenue Bryn Mawr Pa 19010 Your contact person there will likely be Susan W. O'Donnell. Ms. O'Donnell is very knowledgeable and will be able to assist you. Bryn Mawr Trust's phone number is 610-581-4704. My contact information, should you need it, is Mateya Law Firm, P.C. 55 West Church Ave. Carlisle, PA 17013 Our phone number is 717-241-6500. I hope this information is helpful to you. I wish you the best. Take good care of Joey. I've met with him and he is a good young man. Mark A. Mateya, Esq. Mateya Law Firm www. mateyalaw. com Check out our blog, "Taking Care Of Your Parents: My Own Story" http://mateyalfmom. blogspot. com/ IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that the federal tax advice (if any) contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transactions or matter addressed herein. THE INFORMATION CONTAINED IN THIS COMMUNICATION IS A TRANSMISSION FROM THE MATEYA LAW FIRM AND IS INFORMATION PROTECTED BY THE ATTORNEY/ CLIENT AND/OR ATTORNEYNVORK PRODUCT PRIVILEGE. IT IS INTENDED ONLY FOR THE PERSONAL AND CONFIDENTIAL USE OF THE RECIPIENT(S) NAMED ABOVE, AND THE PRIVILEGES ARE NOT WAIVED BY VIRTUE OF THIS HAVING BEEN SENT BY ELECTRONIC MAIL. From: Mandy Carmack [mailto:mandy@asilr.com] Sent: Wednesday, January 23, 2013 4:49 PM To: mam@mateyalaw.com Subject: Hardy, Joseph Trust Fund We have done some work for Joseph in the past. We have always sent the invoice to Sandi Lakey @ Advisory Trust Company. We sent her one last week and she left me a voice mail stating they no longer handle this trust. She said that I needed to contact you. She only had an e-mail for you not a phone #. Can you please contact me and give me all the information that I need in order to set you and your company up for invoice purposes. Page: 2 Mandy Carmack Compliance Officer Accessibility Specialties, Inc. 1920 John Barrow Rd Little Rock, AR 72204 501-312-1000 Fax 501-312-1100 Cell 501-247-1977 mandy@asilr.com cell a-mail carmack.mandy@gmail.com Mark Mateya Fri Mar 1, 2013 Page: 3 APPOINTMENT OF SUCCESSOR TRUSTEE OF A TRUST DATED NOVEMBER 10.2003, MADE BY ORDER OF COURT OF COMMON PLEAS OF YORK COUNTY, PENNSYLVANIA The undersigned, as the natural guardians of the person of Joseph Hardy, under an agreement dated November 10, 2003, made by Order of Court of Common Pleas of York County, Pennsylvania and naming the Capital Trust Company of Delaware, as Settlor "THE JOSEPH HARDY IRREVOCABLE TRUST" for the benefit of JOSEPH HARDY, hereby appoint The Bryn Mawr Trust Company as Successor Trustee, subject to its acceptance of this appointment as trustee. This appointment is made pursuant to Article six of said agreement. IN WITNESS WHEREOF the undersigned have hereunto set their hands and seals as of the day of _ ~,n e r , 2012. Barbara Hardy, Natural Guardian ~J ul Hardy, Natural Guardi STATE OF ARKANSAS ) ss.. COUNTY OF '~e.~\ On this ~ day of Se w~bcr 2012, before me personally appeared BARBARA HARDYana PAUL HARDY, to me known to be the persons described in and who executed the foregoing instrume{1#,~a~iNi"~l,ka~wledged that they executed such instrument. ~•°°~~~ ~ '. Rpe~ ~~~''y ~' =se~NOTARY ~J'- ti PUBI{C ,~~ Notary Public ~., ''''~~~Ft rnuC ~~ ~ia~``P `\`. APPOINTMENT OF SUCCESSOR TRUSTEE OF A TRUST DATED NOVEMBER 10.2003, MADE BY ORDER OF COURT OF COMMON PLEAS OF YOUR COUNTY, PENNSYLVANIA The undersigned, as the natural guardian of the person of Joseph Hardy, under an agreement dated November 14, 2003, made by Order of Court of Common Pleas of York County, Pennsylvania and naming the Capital Trust Company of Delaware, as Settlor "THE JOSEPH HARDY IRREVOCABLE TRUST" for the benefit of JOSEPH HARDY, hereby appoints MATEYA LAW FIRM, P.C., as Successor Trustee, subject to its acceptance of this appointment as trustee. This appointment is made pursuant to Article six of said agreement. IN WI"INESS WHEREOF the undersigned has hereunto set his/her hand and seal as of the day of ~- - - , 2011. ~ . ~~ Natural Guardian STATE OF ARKANSAS ss.: COUNTY OF C'.~ ~~ "-'~~''~-~ On this ~ day of ' r` ~ , 2011, before me personally came [name of settlor], to me known to be the person described in and who executed the foregoing instrument and acknowledged that he/she executed such instrument. TAMMY D. BARKER // ~ NOTARY PUBLIC-ARKANSAS C Notary P lic FRANKLIN COUNTY My Commission Expires 7-16-2013