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� 15056101�5 ;
REV-1500 EX(oz-ii)(Fq
PA Department of Revenue pennsyl�ania oFFiCIAL usE oNLY I
t*�^*� «����� Coun C de Year File Num
Bureau of Individuat Taxes ._ i
INHERiTANCE TAX RETURN �'
PO BOX 280601 �
Harrtsbur PA i�iz8-o6oi RESIDENT DECEDENT � I ��� I
ENTER DECEDENT INFORMATION BELOW '
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY ,
06/04/2013 � 03/17/1927 •�N��� '
.�..w.� ��._� � .._._.w.� ���
DecedenYs Last Name Suffix DecedenPs First Name MI '
�_....___�..__._.___.__..__._.___...__._._._....._.__._.._�..._.._._...__._..__.___..._. r__..___..._---.�, �....�._.__.._.._.__.._..___.___�__.._�..._........_._...__....___.__...____�.._.�..._ ___..._ ;
!Ellison �'� ; � �Vivian ��V�.�W���� t.�.._! I
(If Applicable)Enter Surviving Spouse's information Below ' �
Spouse's Last Name Suffix Spouse's First Name MI �
..--.-. �------_-.• _ _�.._..._.�.._._._.. _____...�....
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Spouse's Socia!Securfty Number
�"" THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
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l_..___......__._.___._.__.._._.._._._..--.-.---..__ REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
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� 1.Origlnal Retum O 2.Supplemental Return q 3. Remainder Return(Date of Death
Prior to 12-13-82) •
O 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required i
, death after 12-12-82)
C� 6.Decedent Died Testate � 7.Decedent Maintained a Living Trust _ 8.Total Number of Safe Deposit Boxes �
(Attach Copy of Wil!) (Attach Copy of Tivst.)
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O 9.Litigatlon Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O) I
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: i
Name Daytime Telephone Number �
_.�___._�...._.__....w_._.�.__.._.__�__a__.___.�... _ .._. __._.. _.._....._.._...._.___..___ ---• �
Ada Rm Deluca, Esq. � ((717)249-1177 � �
�___._._._..�:.._____..._......___�._._._.._.._._._.... ...__.......__._.__._....__.,_ :_._ __.... .�.... ._.._. _. _____., (__ _.._..__..__.__..�_�_.n.....____ _�. _�._�
REGISTER OF_1f111kE5 USE ONLY":� �' '
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Tr7_�_ e.� � ; �-,
First Lfne of Address .� - � � Z� !
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._._ _. ._...._.._____.. ._.____ ._._...__.___..__._.__---._.._�___._.____.._...�_.,_ _ �
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61 West Louther Stree# �� _", �`�� � I
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Second Une of Address �"'- -4;` � ;
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.__...__��_.�_.�._.._....___-.__�---.__v�----..__._�....�_._...__..----�._�......................_..........._.__._.__�_._..__..__�..__.._._...._. DATE FILED G� �.��
City or Post Office �� �m� ���� State ZIP Code w � mm���� '-r.� t
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Carlisle ��..,..._.^.� PA �7013 �1
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CorrespondenYs e-man address:ardeluca85@aol.com
Under penaltles ot perJury,I declare that i have examined this retum,Including accompanying schedules and statements,and to Uie best of my knowiedge and beliaf,
it is true,coRect an8 compiete.Declaration of preparer other than the personal representaHve Is based on all informatbn of which preparer has any knowledge.
SIGNATURE OF PE�N�'RLESPQNS�BLE Fja �IN�TURN ��Aa�/t� �
Lf�1 1 (�.
ADDRESS --T �
2645 Purdue Drive,Vestal, NY 13850
SIGNATURE OF PR P���R ENTA �i`1 � qAT�, ,/f�J �
���� 6�
ADDRESS �—
61 West Louther Street, Carlisfe, PA 17013
PLEASE USE ORIGINAL FORM ONLY ,
Side'I
� 150561�105 1505610105 � ;
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' � y50567,0205 �
REV-1500 EX(FI)
DecedenYs Social Security Number i
oa�aer,rs Ner�: Vivian E. Ellison ����1
RECAPITULATION
1. Real Estate(Schedule A). ............................................ 1. �M�
� ._._.�..�
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2. Stocks and Bonds(Schedule B) ....................................... 2. � i
�.�.�,.._._.._........�,.....,_..�.._._...._.____� I
3. Gosely Neld Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. f I
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4. Mortgages and Notes Receivable(Schedule D)........................... 4. ` '
�...�.,�.�..�,.�.....� •
5. Cash,Bank Deposits and Miscellaneous Personal Property(Scheduie E)....... 5. 76,147.98 �
�E
6. Jantly Owned Property(Schedule F) O Separate Billing Requested ....... 6. i
7. Inter-�vos Transfers&Miscellaneous Non-Probate Property '�� �
(Schedule G) O Separate Biliing Requested........ 7. 9�728•72 j
8. Total Gross Assets(total Lines 1 through 7)............................. 8. 85,876.70
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9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 5,254.44 +
,.�.�..,,.�...w.... ;
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............... 10. 1,111.76 I `
�,��w,.._____..� .
11. Total Deductfons(total Lines 9 and 10)................................. 11.i� 6,366.20 � '.
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12. Net Value of Estate(Line 8 minus Line 11).............................. 12. 79,510.50
13. Charitable and Govemmental BequestslSec 9113 Trusts for which V��"`��
an election to tax has not been made(Schedule J) ........................ 13. i
�.„m,„, _ __ .
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14. Net Value Subject to Tax(Line 12 minus Line 13) ........................ 1A.� 79,510.50 ;
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
. 15. Amount of Line 14 taxable
at the spousal tax rate,or
,_,...__._�..__�.w.__._.__..___.___�_,._._.._._..._._..__.. ,_.._.__......_.._._.v.__.------........____..___.._._._.__.._...__....._:_._ �
transfers under Sec.9116 � - ;
�a)�1.2)X A� ��._.,�� 15.��,�...,...,... �
16. Amount of Line 14 taxable � �
atuneairate X.o45 79,510.50 �6.� 3,577.97 j
17. Amount of Line 14 taxable �
at sibling rate X.12 17.���- i
18. Amount of Ltne 14 taxable �� �
at c:oliateral rate X.15 18. �
._.._____..___._._.._......._.._._....__..__._._._.______..._�.__..__..._w.. _.a�...,..........,.....
19. TAX DUe............................ 3,577.97 �
............................. 19. �
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN�VERPAYMENT �
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Slde 2 �
� 15D5610205 1505610205 J
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� REV-1500 EX(FI) Page 3 File Number a , — �3 --��3� !
" Decedent's Complete Address: '
D�CEDENT'S NAME �
Vivian E. Ellison
STREETADDRESS �
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Chapel Pointe at Carlisle,770 South Hanover Street
CITY STATE ZIP
Carlisle PA 17013
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Tax Payments and Credits: �
1. Tax Due(Page 2,Llne 19) (1) 3,577.97 i
2. Credits/Payments �
A Prior Payments 4,050.00 �
B.D'�scount 202.50
Total Credits(A+B) (2) 4,252.50
3. Interest
(3}
4. If Line 2 is greater than line 1+Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 674.53
5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5)
Make check payable to: REGISTER OF WILLS,AGENT. �
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING�AN "X" IN THE APPROPRIATE BLOCKS
1. Did deceder�make a transfer and: Yes No '
a. refain the use or income of the property transferred.........................................................................�..............,. ❑ � �
- b. refain the right to designate who shall use the property transferred or its income............................................ ❑ � �
c. retaln a reversionary interest.................................................................................................:............................ ❑ � ;
d. receive the promise for Iffe of either payments,benefits or care?...................................................................... ❑ � �
2. If death occ;urred after Dec.12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. ❑ � i
3. Did decedent own an"in trust for"or payable-upon-death bank account or securiry at his or her death?.............. ❑ � �
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficlary designation? ........................................................................................... � ❑
............................. i
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1,1994,and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
Far dates of death on or after Jan. 1, 1995, the iax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax�etum are still applicable even if the surviving spouse is the only beneficiary.
For dates of deatti on or after July 1,2000:
. The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an �
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)j.
. The tax rate imposed on the net value of transfers to or ftx the use of ihe decedent's lineal beneficfaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)],
. The tax rate Imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S,§9116(a)(1.3)�.A sibling is defined, �
under Section 9102,as an individual who has at least one pareni in common with the decedent,whether by blood or adoption. �
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1 REV-35o8 EX+(o8-�z) �
SCHEDULE E ;
�iy'pennsylvania :
�11 DEPARTMENTOFREVENUE CA5H, BANK DEPOSITS & MISC.
� � INHERITfWCETAXRENRN PERSONAL PROPERTY � �
� RESIDENf DECEDENT
� ESTATE OF: FILE NUMBER: !
, Vivian E. Ellison 21-13-0935 .
� Include the proceeds of litigation and the date the proceeds were received by the estate.
All properly jointly owned with right of survlvorship must be disclosed on Schedule F.
�M VALUE AT DATE
NUMBER DESCRIPTION OF DEATH ;
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TOTAL(Also enter on Line 5, Recapitulation) $ ` �76,147 98� �
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If more space is needed,use additional sheets of paper of the same size.
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� REV-1510 EX+(08-09)
�
' SCHEDULE G '
pen �
i INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
i
ESTATE OF FILE NUMBER
Vivian E. Ellison 21-13-0935
This schedule must be completed and flled if Ehe answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY
, in�auoernerur�oFn�rn,ws�e,tr+aRa�u�norrswvroo�oeMaNO DATE OF DEAIIi %OF DECD'S EXCLUSION TAXABLE
NUMBER n�om�aFrn,ws�arrncHncowo�meo��a6v.ESrnr�. VALUEOFASSET IN7EREST �Fnrrua VALUE
IiIE
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1 ;Members 1st FCU-IRA Certificate-acct#353415: Transferee-David W. 9,714.02; ' 100; 9,728.72;
Ellison(son) Transfer date 10/07/2093
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REV-1511 EX+(08-13)
�� pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND '
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT i
ESTATE OF FILE NUMBER '
Vivian E. Ellison 21-13-0935 �
DecedenYs debts must be reported on Schedule I.
ITEM '
NUMBER ' DESCRIPTTON AMOUNT
A, FUNERALEXPENSES:
1' Hoffman Roth Funeral Home and Crematory,Inc � 2
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B, ADMINISTRATIVE COSTS; �
1. P2150f1a�{Z8pC85ef1tdtlVO COII11111SSIOf15: �'>;ua�sas,�e,.-u�s:xo�aa,x..��arf:xr�:s .
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Street Address
City State ZIP '
Year(s)Commission Paid:
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2• Attorney Fees: 3,700 00� ;
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4.
3. Family Exemption:(IF decedent's address is not the same as claimant's,attach explanaCion.) ,�,,µ,��, , .,�,k, ��; i
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Relatlonship of Clafmant to Decedent __ ;
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4. Probate Fees: 368 50� `
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�• Cumberland Law Joumal Estate Advertisement � 75 00�
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2
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TOTAL(Also enter on Line 9, Recapitulation) $�, 5,254.44 :
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� � � �
. �
• 1
, ,
REV•1512 EX+(12-12) �
� r pennsylvania SCHEDULE I
�DEPARTMENTOFREVENUE DEBTS OF DECEDENT, �
INHERITANCETAXRETURN MORTGAGE LIABILITIES & LIENS �
RESIDENTDECEDENT �
ESTATE OF FILE NUMBER �
Vivian E. Ellison 29-13-0935
Report debts incurred by the decedent prior to death that rematned unpaid at the date of death,including unreimbursed medical expenses.
�M VALUE AT DATE '
NUMBER DESCRIPTION Of DEATH
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1• Alert Pharmacy Services ' � 190 31 x �
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2.` ;Cumbedand Goodwill Fire Rescue EMS 84 38'� ;
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3; Chapei Pomte NC,Darryl Guistw�te,MD � 75 47� �
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TOTAL(Also enter on Line 10, Recapitulation) $� 1,111 76�
If more space is needed,insert additional sheets oF the same size. �
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� REV-1513 EX+(O1-10) j
'� � pennsylvania SCHEDULE � '
� �
� DEPARTMENT OF REVENUE BENEFICIARIES I
INHERlTAN�TAX REfURN
' RESiDEM DECEDENT �
� ESTATE OF: FILE NUMBER: �
� Vivian E.Ellison 21-13-0935
' RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
� NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ;
� 1 TAXABLE DISTRIBUI'IONS[Include outright spousal distributions and transfers under �
Sec 9116(a)(1.2)] I
�.. . ,� ,� .
1 �Dawd W Elhson 2645 Purdue Dnve,Vestal,NY 13850 ,son � 1/3� �
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2 ' Elaine R,Skene 18706 58th Street E,Lake Tapps,WA 98391 daughter � � 1/3 �- ;
:
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3 ' iRobert P.Ellison 311 East Camino Real,Monrovia,CA 91016 json 1/3� '
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ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1$OF REV-1500 COVER SHEET,AS APPROPRIATE. ,
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECiION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
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TOTAL OF PART II—ENTER TOTAL NON TAXABLE DIS7RIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEI: $'' �; �
x _....:.w_.::r.w;r m.:.v ... 1
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... . .... . . . .. .. . .. , .i..:. . ...,.. ... _. ._.... :: :..;:. ...... .._... ... . . . .. . .
�,
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LAST WILL AND TESTA�1E�iT ,.��
�' _�`.,. . . � . � Ls� �
�.�bF.� � , � ` >
VIVIAN EI]���E; ��I,�("�jl� �r �`+
s . --
_ __. .�: .. .
�t.�T
I , VIVIAN EDNICE ELLISO��`���"�`�• ��Ji•�
CU�3 B E�g.'��'���g �'�iin the County o f
Los Angeles, State of California, being of sound and disposing mind
and memory and not acting under duress, menace, fraud, or the undue
influence of any person whomsoever, do hereby make, publish and
declare this my Last Will and Testament, intending hereby to dispose
of all property and estate of every kind and nature whatsoever of
which I may die possessed, or of which I may in any way have the
right to dispose, wheresoever the same may be located, and I hereby
revoke all former Wills and Codicils to Wills made by me.
� FIRST
I declare that I am married and that my spouse's name is
JOSEPH PAUL ELLISON and that we have three ( 3) children; namely,
ELAINE RUTH SKENE, DAVID WILLIAM ELLISON and ROBERT PAUL ELLISON. I
further declare that I have no other natural children, foster
children, step-children or otherwise acknowledged children living or
deceased. Since 2 have created a Living Trust for disposition of
all my property, I request that they receive nothing from this my
Last Will and Testament.
SECOND
I declare that all of the property that I now own has been
acquired since my marriage and is, therefore, the community property
of myself and my spouse .
�.:,' , 1
- � �;.;�
!'^ - .. y�
- :. j
: _ ___ ---.. ---- — ----- ---_-- ---_ ------ ---
-_ __ _ __.. __-----._ _.._ _ _..
/,,,.;�'.._� THIRD
I direct my executor, hereinafter named, to pay all of my just
debts, last illness and funeral expenses as soon after my demise as
may be lawfully and conveniently done. � '
FOURTH
All of my estate, of whatsoever nature and wheresoever
situated, both real and personal, I give, devise and bequeath to
JOSEPH PAUL ELLISON as the Trustee, or the then Successor Trustee,
� �*�'..cv,..bsf' �'�{
" of the Trust dated �T�e�e��fr�, 1991, and I direct that the residue
of my estate shall be added to, administered and distributed as a
part of that Trust, according to the terms of that Trust on the date
of my death, giving effect to any amendments made to it prior to the
date of- my death, and any amendments thereafter made i�n accordance
!. _
with the terms of that Trust by the exercise of a power of
amendment, withdrawal, or otherwise.
If for any reason the disposition in this Article FOURTH is not
operative or is invalid or if the trust referred to in this Article
FOURTH fails or has been revoked, then I hereby incorporate herein
by reference the terms of said trust on the date of its execution,
without giving effect to any amendments thereto made after the
execution of this Will, and I give the residue of my estate to the
Trustee, or the then Successor Trustee, named in said trust, in
trust, to be held, administered and distributed as therein provided.
FIFTH
If any beneficiary under this Will in any manner, directly or
�" 2
_„'1:_ :��
�'
=�'= indirectly, contests or attacks this Will or any of its provisions,
�j '�'i
any share or interest in my estate given to that contesting
beneficiary under this Will is revoked and shall be disposed of in
the same manner provided herein as if that contesting beneficiary
had predeceased me .
SI%TH
I direct that all inheritance, estate, or other death taxes
(excluding any additional tax imposed under Internal Revenue Code
Section 2032A or any generation-skipping transfer tax) , if any, that
may by reason of my death be attributable to my probate estate or
any portion of it, or to any property or transfers of property
outside my probate estate, shall be paid by my Executor out of the
residue of my estate disposed of by this Will, without adjustment
among the residuary beneficiaries, and shall not be charged against
t �
or collected from any beneficiary of my probate estate, or from any
transferee or beneficiary of any. property outside my probate estate.
SEVENTH
I hereby nominate and appoint my spouse, JOSEPH PAUL ELLISON,
to be the Executor of this my Last Will and Testament, to serve
without bond. I authorize my Executor to sell, with or without
notice, at either public or private sale, any property or business
belonging to my estate that my Executor, in my Executor ' s
discretion, deems necessary for the proper administration of my
estate. I further authorize my Executor to continue the operation
of any business belonging to my estate.
In the event my spouse is unable to or refuses to act as such
Executor for any reason whatsoever, I name ELAINE RUTH SKENE and
��:. 3
_ ��.: ,
_ � _ _ ----- -------- - ----- --- —_...-----___ _ _ _.._._--------- - -- - --- --- _ _ _ __ - - _
=;;:-_�
�;/'�,' DAVID WILLIAM ELLISON as successor Co-Executors, to serve without
,
bond.
In the event either ELAINE RUTH SKENE or DAVID WILLIAM ELLISON
is unable to or refuses to act as a Co-Executor for any reason
.whatsoever, I name the remaining one as Executor, to serve without
bond.
�ee,,,,ber I 9�
� Q� IN WITNESS WHEREOF, I have set my hand on Nav�mbar--26�, 1991 at
' I
- Los Angeles County, California.
�
�����-����
VIVIAN EUNICE ELLISON
(�
The foregoing instrument , consisting of four ( 4 ) pages ,
including the page signed by us as witnesses, was at the date
thereof, by the said VIVIAN EIINICE ELLISON, signed, sealed,
published and declared by her to be her Last Will and Testament, in
the presence of us who at her request and in her presence and in
the presence of each other, and believing her to be of sound mind
and memory and not acting under menace, duress or fraud, have signed
the same as witnesses thereto.
��cE.w,btr �5 �
�; Executed on NQVember 2-6, 1991, at , r„Tn� �v , California.
,
�. 4
- �
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�� f, _ _ _ _ ---- -__ __ _ -- -- _ - - - - -- __ ____ ___ _ _---- ___ _
;;:..-.:
��� '� We declare under penalty of perjury that the foregoing is true
.;,
l� �
and correct.
�.� .� !/./� /� Addres s: ��� •
r V ��� �� � � �
, �
, ,V
Address : ��o� eS � �� �
�
--?9��, � -1�( �5��}
l�_.
5
. ' ,
LIVING TRUST
JOSEPH pADL ELLISON and VIVIAN EDNICE ELLISON, husband and
wife, of Los Angeles County, California, declare that:
ARTICLE 1. DECLARATIONS
Conve ance to Trustee
They have conveyed and transferred, without consideration, to
the Trustee named in this Living Trust all the property described in
an inventory hereto attached marked Exhibit A and any other property
that may hereafter be transferred to the Trustee to be held by this
Trust herein called the '�Trust Estate�� and shall be held,
administered, and distributed by the Trustee as provided in this
Living Trust.
Identitv of Husband Wife, and Trustors
�
As used in this Living Trust:
(a) The term ��Husband'� shall mean JOSEPH PAIIL ELLISON;
(b) The term ��Wife" shall mean VIVIAN gDNICE ELLISON; and
(�) The term ��Trustors'� shall refer collectively to Husband
and Wife.
Desivnation of TrusteP
Husband and Wife a�.e hereby designated as Co-Trustees of all
trusts created by this Living Trust. Either Husband or Wife may act
independently on behalf of said Trust. Should either Husband or
Wife become unable because of death, incompetency, or otherwise
cease to serve as such Co-Trustee, or should either resign as Co-
Trustee, before the natural termination of all trusts provided for
�
1
, �
in this Living Trust, the remaining Co-Trustee, Husband or Wife,
shall thereafter serve as sole Trustee. The term "Trustee" as used
in this Living Trust shall refer collectively to Husband and Wife so
long as they shall serve as such Co-Trustees and thereafter to such
of them as may serve as sole Trustee.
Additions to Trust
The Trustors, or either of them, may from ti.me to time add
other property acceptable to the Trustee to the Trust Estate by
conveyance, assignment, transfer, or Will . Such property when
received and accepted by the Trustee shall become part of the Trust
Estate and be subject to all the terms and provisions of this Living
Trust.
Com�nunity Property
All property now or hereafter transferred to the Trustee to be
held by the Trustee pursuant to this Living Trust shall be held and
treated as community property, unless identified herein as separate
property.
Revocation of Trust
At any time and from time to time during the joint lives of the
Trustors, the Trustors jointly as to community property and either
Trustor as to his or her separate property may, by serving written
notice on the Trustee, revoke the trust created by this Living Trust
in whole or in part. Any property withdrawn from the Trust Estate
by reason of any such revocation shall be delivered by the Trustee
to the Trustor or Trustors revoking the trust.
2
, ,
Modification of Trust
At any ti.me and from time to time during the joint lives of the
Trustors, the Trustors jointly as to community property and either
Trustor as to his or her separate property may, by serving written
notice on the Trustee, alter, modify, or amend the trusts created by
this Living Trust in any respect.
Trusts Irrevocable on Death of Both Trustors
Except as otherwise expressly provided in this Living Trust,
only on the death of both Trustors shall the trusts created by this
Living Trust become irrevocable and not subject to amendment or
modification.
ARTICLE 2. DISTRIBiJTIONS DIIRING JOINT LIVES OF TRIISTORS
Net Income to Trustors
During the joint lives of the �Trustors, the �'rustee shall at
least annually, unless otherwise directed by both Trustors, pay to
or apply for the benefit of Husband and Wife all of the net income
from the Trust Estate in the same proportion as each of the
respective interests has in the Trust Estate.
Invasion of Principal
During the joint lives of the Trustors, should the net income
of the Trust Estate be insufficient to provide for the care,
maintenance, or support of the Trustors, the Trustee may, in the
Trustee's absolute discretion pay to or apply for the benefit of the
Trustors, or either of them, or any of their dependents, such
amounts from the principal of the Trust Estate as the Trustee may,
in the Trustee's discretion, from time to time deem necessary or
3
. � •
advisable for the care, maintenance, or support of the Trustors.
ARTICLE 3. DISTRIBUTIONS AP'TSR DBATH OF FIRST TRIISTOR TO DIE
Continuation of This Trust
On the death of either Trustor leaving the other Trustor
surviving, the Trustee shall collect all insurance proceeds payable
to the Trustee, if any, by reason of such death, all bequests and
devises distributable to the Trust Estate under the terms of the
last Will of the deceased Trustor, and shall hold the entire Trust
Estate as hereinafter provided.
Payment of Funeral Expenses and Death Taxes
On the death of the first of the Trustors to die, the Trustee
shall pay either from the income or principal of this Trust or
partly from the principal and partly from the income of this Trust,
,_ as the Trustee in the Trustee ' s discretion may determine, the
expenses of the deceased Trustor ' s last illness , funeral, and
burial, and any federal estate tax and state death taxes that may be
due by reason of the deceased Trustor's death, unless the Trustee in
his or her discretion determines that other adequate provisions have
been made for the payment of expenses and taxes .
Al1 Income to Survivinq Trustor
After the death �of the first of the Trustors to die, the
Trustee shall pay to or apply for the benefit of the Surviving
Trustor, monthly or at more frequent intervals, all of the net
income from the principal of this Trust.
`� 4
Power to Make Withdrawals from this Trust
After the� death of the first of the Trustors to die, the
Surviving Trustor may at any time and from time to time withdraw
such amounts, up to the whole thereof, from the principal or Trust
Estate of this Trust as such Surviving Trustor may, at the time of
any such withdrawal, designate in a written notice served on the
Trustee.
ARTICLE 4. DISTRIBUTIONS ON DEATH OF SIIRVIVING TRIISTOR
Payment of Survivor's Funeral Egpenses and Death Tages
On the death of the Surviving Trustor, the Trustee shall pay
either from the income or principal of this Trust or partly from the
income and partly from the principal of the Trust, as the Trustee in
the Trustee ' s discretion may determine, the expenses of the
Surviving Trustor ' s last illness , ' funeral, and burial , and any
income tax or federal estate tax and state death taxes that may be
due by reason of the inclusion of any portion of the Trust Estate in
the Surviving Trustor's estate for the purposes of any such tax,
unless the Trustee in the Trustee's discretion determines that other
adequate provisions have been made for the payment of expenses and
taxes .
Distribution of Trust Estate
On the death of the Surviving Trustor, or as soon as the
affairs of the decedent's Trust Estate can be wound up, all the
Trust Estate then in the possession of the Trustee shall be
distributed or continue to be held in trust as hereinafter provided
in the attachment to this Trust identified as "Distribution. "
5
Deceased Beneficiarv
Unless otherwise provided for herein, if any of the
beneficiaries named in the "Distribution" attached hereto shall
predecease Trustors, said portion shall be distributed to the then
living issue of such deceased beneficiary, by right of
representation. In the event that any of the beneficiaries so named
shall p=edecease Trustors without issue then living, the share to
which such deceased beneficiary is entitled shall be distributed to
the surviving named beneficiaries in the same percentage as their
designated proportionate interest relates to the remaining named
beneficiaries .
ARTICLE 5. POWERS OF TRIISTEE
Management of Trust Property
The Trustee shall with respect to any and all property which
may at any time be held by the Trustee in trust pursuant to this
Living Trust, whether such property constitutes principal or
accumulated income of any trust provided for in this Living Trust,
have power, exercisable in the Trustee's discretion at any time and
from time to time on such terms and in such manner as the Trustee
may deem advisable, to:
(a) Buy, sell; convey, exchange, convert, improve, repair,
partition, divide, allot, subdivide, create restrictions, easements,
or other servitudes thereon, manage, operate, and control;
(b) Lease for terms within or beyond the term of any trust
provided for in this Living Trust and for any purpose, including
exploration for and removal of gas, oil, and other minerals; and
enter into any covenants and agreements relating to the property so
leased or any improvements which may then or thereafter be erected
on such property;
6
(c) Encumber or hypothecate for any trust purpose by mortgage,
deed of trust, pledge, or otherwise;
(d) Carry insurance of such kinds and in such amounts at the
expense of the trusts provided for in this Living Trust as the
Trustee may deem advisable;
(e) Commence or defend at the expense of any trust provided
for in this Living Trust such litigation with respect to any such
trust or any property of the Trust Estate as the Trustee may deem
advisable, and employ, for reasonable compensation payable by any
such trust, such counsel as the Trustee shall deem advisable for
that purpose;
(f) Buy and sell, invest and reinvest the trust funds in such
property as the Trustee, in the exercise of reasonable business
judgment, may deem advisable, whether or not such property is of the
character specifically permitted by law for the investment of trust
funds; provided, however, that after the death of the first Trustor
to die, the Trustee shall convert non-income-producing property to
income-producing property if so directed by the Surviving Trustor by
a written instrument delivered to the Trustee;
(g) Vote, by proxy or otherwise, in such manner as the Trustee
may determine to be in the best interests of the trusts provided for
in this Living Trust, any securities having voting rights held by
the Trustee pursuant to this Living Trust;
(h) Pay any assessments or other charges levied on any stock
or other security held by the Trustee in trust pursuant to this
Living Trust;
(i) Exercise or not exercise as the Trustee may deem best any
subscription, conversion, or other rights or options which may at
any ti.me attach, belong, or be given to the holders of any stocks,
bonds, securities, or other instruments held by it in trust pursuant
to this Living Trust;
( j ) Participate in any plans or proceedings for the
foreclosure, reorganization, consolidation, merger, or liquidation
of any corporation or organization that has issued securities held
by the Trustee in trust pursuant to this Living Trust, and incident
to such participation, to deposit securities with and transfer title
or securities on such terms as the Trustee may deem in the best
interest of the trusts to any protective or other committee
established to further or defeat any such plan or proceedings;
(k) Borrow money for any trust purpose on such terms and
conditions as the Trustee may deem proper from any person, firm, or
corporation, including the power to borrow money on behalf of one
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trust from any other trust provided for in this Living Trust, and to
obligate the trusts, or any of them, provided for in this Living
Trust to repay such borrowed money;
(1) During the lifetime of trustor(s) , may guarantee loans
acquired by a trustor or any business entity in which trustor has an
interest;
(m) Obligate, encumber or guarantee the trust or trust estate
or execute on behalf of the trust a guarantee for loans to the
trustor or a corporation of which the trustor is a shareholder or
officer of the corporation of which stock is held in trust;
(n) Enforce any mortgage or deed of trust or pledge held by
the Trustee in trust pursuant to this Living Trust and at any sale
under any such mortgage, deed of trust, or pledge to bid and
purchase at the expense of any trust provided for in this Living
Trust any property subject to such security instrument;
(o) Compromise, submit to arbitration, release with or without
consideration, and otherwise adjust any claims in favor of or
against any trust provided for in this Living Trust;
(p) Retain in the trusts provided for in this Living Trust,
for as long as the Trustee may deem advisable and in the best
interests of these trusts, any property received by the Trustee from
the Trustors, or either of them, whether or not suc�h property is of
the character permitted by law for investment of trust funds;
(q) Loan or advance Trustee's own funds to any trust provided
for in this Living Trust for any trust purpose and to charge for
such loan or advance the rate of interest that a corporate Trustee,
at the time such loan or advance is made, would have charged had
such loan or advance been made to a person not connected with such
trust having a net worth equal to the value of the principal of such
trust. Any such loan or advance, together with the interest
accruing on such loan or advance, shall be a first lien against the
principal of the trust to which such loan or advance is made and
shall be repaid from the income or principal of such trust as in the
discretion of the Trustee appears for the best interests of such
trust and its beneficiaries;
� (r) Except as otherwise specifically provided in this Living
Trust, the Trustee shall allocate all receipts and expenditures
received or incurred by Trustee in administering the trusts provided
for in this Living Trust to the income or principal of each such
trust in the manner provided by the Revised Uniform Principal and
Income Act in effect on the date of this Living Trust in the State
of California; and
(s) Subject to any limitations expressly set forth in this
8
, , �
Living Trust and faithful performance of the Trustee's fiduciary
obligations, to do all such acts, take all such proceedings, and
exercise all such rights and privileges as could be done, taken, or
exercised by an absolute owner of the trust property.
5 .20btain Benefits IInder Welfare & Institutions Code
The Trustee shall have the power to implement Medi-Cal planning
strategies and options and to plan and accomplish asset preservation
in the event a trustor needs long-term health and nursing care.
Such planning shall include, but not be limited to, the power and
authority to:
(a) Make home improvements and additions to the Trustors '
family residence;
(b) Pay off partly or in full the encumbrance, if any, on
the Trustors ' family residence;
(c) Purchase a family residence, if the Trustors do not
own one;
(d) Purchase a more expensive family residence;
(e) Transfer the family residence to the Trustor-spouse
who does not need long-term medical, health, or nursing care under
Welfare & Institutions Code Section;
( f) Divide community property assets equally between the
Trustors under Welfare & Institutions Code;
(g) Make gifts of assets for estate planning purposes.
(h) The Trustee is authorized to retain outside counsel
at trust expense in effectuating the duties specified in this
paragraph 5 . 2 . The good faith of the Trustee in the exercise of the
discretionary power conferred upon it shall be final and binding
upon all persons whomsoever and the Trustee shall not be liable to
any person by reason of its exercise of such discretionary power
conferred upon it and shall be a full release and discharge to the
Trustee.
9
. . •
ARTICLE 6. ADMINISTRATIVE PROVISIONS
Svendthrift Provision
Except as otherwise expressly provided in this Living Trust, no
beneficiary of this Trust provided for in this Living Trust shall
have any right, power, or authority to alienate, encumber, or
hypothecate his or her interest in the principal or income of such
trust in any manner, nor shall such interest of any beneficiary be
subject to claims of his or her creditors or liable to attachment,
execution, or other process of law.
Incompetencv
The terms "incompetent" , "incompetency" , or other words of
similar import shall be construed as used in this Living Trust to
refer to all cases where two (2) licensed physicians, not related by
blood or marriage to either Trustor or any beneficiary of this
trust, in writing have certified incapacity or where a conservator
of the person or property of any person having rights under this
Living Trust has been appointed by a court of competent jurisdiction
for any reason. Any person having rights under this Living Trust
shall be deemed to have regained his or her competency upon receipt
of two (2) physicians ' certifications or an order of a court of
competent jurisdiction.
No-Contest Clause
In the event any beneficiary under this trust shall, singly or
in conjunction with any other person or persons, contest in any
court, the validity of this trust, or contest either or both
Trustors ' Wills, or shall seek to obtain an adjudication in any
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• ' r '
proceeding, in any court, that this trust or any of its provisions,
or that such Wills or any of their provisions, are void, or seek
otherwise to void, nullify, or set aside this trust or any of its
provisions, then the right of that person to take any interest under
this Trust shall be determined as if that person had predeceased the
execution of this Trust . Any then serving Trustee is hereby
authorized to defend, at the expense of the Trust Estate, any
contest or other attack of any nature on this trust or any of its
provisions.
Maxi.mum Duration of Trust
Unless sooner terminated in accordance with other provisions of
this instrument, this trust shall terminate twenty-one (21) years
after the death of the last survivor of the beneficiaries in being
at the ti.me of the first to occur of (a) the death of the Trustors,
and (b) at such time as the trust becomes irrevocable. All
principal and undistributed income of any trust so terminated shall
be distributed to the then income beneficiaries of that trust in the
proportions in which they are, at the time of termination, entitled
to receive the income; provided, however, that if the rights to
income are not then fixed by the terms of the trust, distribution
under this clause s�hall be made in equal shares to those
berieficiaries who are then entitled or authorized to receive income
payments .
Division or Distribution in Kind or in Cash
On any division of the assets of the Trust Estate into shares,
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�_- , . :�; ,. .���,.�, .. : .
� , , .
portions or partial shares and on any final or partial distribution
of the assets of the Trust Estate or any trust provided for in this
Living Trust, the Trustee, in its discretion, may divide and
distribute such assets in kind, may divide or distribute undivided
interests in such assets, or may sell all or any part of such assets
and make division or distribution in cash, in kind, or partly in
cash and partly in kind. The decision of the Trustee, either prior
to or on any division or distribution of such assets, as to what
constitutes a proper division of such assets of the Trust Estate or
any trust provided for in this Living Trust shall be binding on all
persons in any manner having an interest in any trust provided for
in this Living Trust.
IIse and Sale of Residential Real Property
In the event that a parcel of residential� real property
utilized by the Trustors, or the Surviving Trustor, as a principal
residence is held in any trust estate created hereunder, then the
Trustors, or the Surviving Trustor, shall have the right to occupy
such residence, rent free. No sale of any such residence shall be
made without the consent of both Trustors if they are then living
and competent, nor without the consent of the Surviving Trustor if
such Surviving Trustor is competent. In addition, the Trustors, or
the Surviving Trustor, shall have the right to direct a sale of any
such residence. Upon any sale of a residence, the net cash proceeds
of such sale may be used to purchase another residence if the
Trustors, or the Surviving Trustor, so elects .
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�� ;:. , .... . �,.. � � , �� ;:;�. ,�,t.;a, �;� �r.:�,�.. �w�. ..,� .. _3 _
ARTICLE 7. CONSTRIICTION OF TRIIST
Interpretation of This Instrument
As used in this instrument and to the extent appropriate, the
masculine, feminine and neuter gender shall each include the other
two genders and the singular shall include the plural and the plural
shall include the singular.
Definition of "Children"
The terms "child, " "children" and "issue" if used in this
Living Trust mean natural born or legally adopted children, but do
not include stepchildren or foster children.
Law for Construction of Trusts
The Living Trust and the validity of, construction of, and all
rights under the trusts provided for in this Living Trust shall be
governed by the laws of the State o�f California. �
Invalidity of Any Provision
Should any provision of this Living Trust be or become invalid
or unenforceable, the remaining provisions of this Living Trust
shall be and continue to be fully effective.
Name of This Trust
This trust shall be known as the JOSEPH PAUL ELLISON and VIVIAN
EUNICE ELLISON LIVING TRUST dated December �, 1991.
� ARTICLE 8. SIICCESSOR TRIISTEE
Successor Trustee of Last Trustor
On the death of the last Trustor to die, or should such
Trustor, after the death or incapacity of the other Trustor, resign
or become unable, for any reason, to serve as Trustee of the trusts
13
provided for in this Living Trust, ELAINE RUTH SRENE and DAVID
WILLIAM ELLISON shall forthwith become the Successor Co-Trustees of
the trusts provided for in this Living Trust, shall succeed to title
of the Trustee to the Trust Estate, and shall have all the powers,
rights, discretions, and obligations conferred on such Trustee by
this Living Trust.
If either ELAINE RUTH SRENE or DAVID WILLIAM ELLISON dies,
becomes incapacitated, fails to qualify or ceases to act as such
Successor Co-Trustee, the remaining one shall forthwith become the
Successor Trustee of the trusts provided for in this Living Trust,
shall succeed to title of the Trustee to the Trust Estate, and shall
have all the powers, rights, discretions, and obligations conferred
on such Trustee by this Living Trust.
Compensation of Trustee
The successor Trustee shall receive a reasonable compensation
for its services under this Living Trust.
Certification of Husband and Wife
We, and each of us, certify that:
1. We, and each of us, have read the foregoing Living Trust;
2 . The foregoing• Living Trust correctly states the terms and
conditions under which the Trust Estate is to be held, managed,
administered, and disposed of by the Trustee;
3 . We, and each of us, approve such Living Trust in all
particulars; and,
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___
.�.. � -- . �. .,�.�.s-"�, ,.�,�� � �y�,��.���.r.,���.�:.�,.�.:_�. , . �-. ,� � � ?
v .�, ,
4 . As the Trustee named in such Living Trust, we, and each of
us, approve �nd accept the trusts provided for in such Living Trust.
EXECUTED on December ( � , 1991 , Los Angeles County,
California.
� �� ` ;1"�A�����,���,
JO 1 H P�IIL ELLISON
�!�1�c-a,�rv (r�.LC-�u.c� C�_l��'ie r�..1
VIVIAN EIINICE ELLISON
State of California
County of Los Angeles
On December �, 1991, before me, a notary public, personally
appeared JOSEPH PAUL ELLISON and VIVIAN EIINIC$ EI.LISON personally
known to me or proved to me on the 'basis of satisfactory evidence to
be the persons whose names are subscribed to this instrument, and
acknowledged that they executed it.
IN WITNESS WFiEREOF, I hereunto set my hand and official seal.
i% T
OFFICIAI NOTARY SEAL
t�G'"�z Yc�; � - ` �� `� �''.`-'
ANNE E.JOHN8TON Notary Pl�bl f Or the
,-� No"a�'P"a�c—���r�� State of California
ORANGE COUNTY
My Comm.Expires JUP126,1994
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� .r ,
DISTRIBDTION
A. The Trustors make the following specific gifts:
1. All furniture and furnishings, jewelry, automobiles,
tools, and personal effects not otherwise distributed herein shall
be divided equally between Trustors ' surviving children. Trustors
request that the items be divided according to instructions which
they may leave with this Trust. Any items not so designated shall
be selected by Trustors ' surviving children on a rotation basis,
beginning with the oldest child, one ( 1) item per rotation. Any
items not selected shall be sold and the proceeds shall become part
of the rest and residue of the Trust Estate.
B. The rest and residue o'f the Trust Estate is to be
distributed as follows:
1. One hundred percent ( 100�) is to continue to be held
in trust by the Trustee who shall divide the trust estate into as
many equal shares as there are children of Trustors then living and
children of Trustors then deceased leaving issue then living. The
Trustee shall allocate one such equal share to each living child of
Trustors and one such equal share to each group composed of the
living issue of a deceased child of Trustors .
a . Each share allocated to a living child of
Trustors shall be distributed to such child free of trust .
b. Each share allocated to a group composed of the
living issue of a deceased child of Trustors shall be distributed to
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.��-- �-eao. . ._ � .,v.syw., d.. ��c. .�,� > r�,.,,. ..... .=a�-...a n x .,�, �.�s4 '-_ . .. .-_ _. . ,�. .
� i� �
such issue by right of representation; however, if any such issue is
under age twenty-one (21) , the Trustee shall continue to hold,
administer and distribute such person's part of the trust estate for
his or her benefit and to apply so much of the net income and
principal thereof as the Trustee in its discretion shall deem
necessary for such person's proper support, care, maintenance and
education. Such payments may be made to the legal guardian or to
the person with whom such beneficiary resides, or directly to him or
her or otherwise as the Trustee may, from time to time, deem
advisable. When such person attains age twenty-one (21) , any part
then held for such person shall be distributed to him or her, or in
the case of his or her death, shall be distributed to his or her
estate.
C. Children of Trustors as set out herein above shall refer
only to ELAINE RUTH SRENE, DAVID WILLIAM ELLISON and ROBERT PAUL
ELLISON and any children hereafter born to or legally adopted by
Trustors .
,
; � � , :
DATED: December ��, 19 91 �� ��� j '�1�L � � ,�;�`��
JO PH , AIIL ELLISON
DATED: December �, 1991 � _ `
�.c�t.�[.cr-,•-� �u,v,�.�-��> �l-lc+�-:..;
VIVIAN EiJNICE BLLISON
--- 17
� ��' �
ASSIGNMENT TO REVOCABLE LIYING TRUST
I, the undersigned, hereby assign to the trustees of my
revocable living trust dated December ,��, 1991, all right, title
and interest as to all my furniture, furnishings, jewelry, household
goods, appliances, clothing, all automobiles, and all other personal
effects . Such property is to be owned by this trust regardless of
any other title designation.
DATED: December �, 19 91 ; �' � � j;'�
� _F-�..:L G�td�7��
JOS , DI, LLISO ,
as �`rustor and Trustee
DATED: December ��'�, 19 91 �
i�,�t�� ,,,.�r_,e.� ��c.a.�Y�
VIVIAN UNICE ELLISON,
as Trustor and Trustee
WITNESSES:
_ . s; :
. , . , ..; �,; �. '
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