HomeMy WebLinkAbout09-22-14 IN THE COURT OF COMMON PLEAS OF THE 9TH JUDICIAL
DISTRICT, PENNSYLVANIA-CUMBERLAND COUNTY
IN RE: : Orphans Court Division
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The Lorraine Brigham Irrevocable Trust : c^� ° � �
Agreement Dated 12/16/2008, as Amended: � � �, � a
on March 12, 2014 . �,�, -n �,�, �
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Daniel D. Brigham, Trustee . ''� i:� ' ? N ' �
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Lorraine Brigham, • ` _ .` � �'
Grantor/Settlor and Petitioner . �_:3 -� � rn
: Judge ' w N °
PETITION TO APPROVE TERMINATION OF
NONCHARITABLE IRREVOCABLE TRUST BY CONSENT PURSUANT
TO 20 Pa. C.S.A. &7740.1
Petitioner and Grantor/Settlor, Lorraine Brigham, by and through her attorneys,
Salzmann Hughes, P.C., states the following in support of this Petition:
1. On December 16, 2008, Petitioner, then a resident of Warwick,New York,
executed the Lorraine Brigham Irrevocable Trust Agreement(hereinafter"Trust"). See E�ibit
A, attached.
2. The Trust was created on the advice of New York counsel to serve as an asset
preservation tool in the event that Petitioner, who is widowed, would enter a nursing home for
care.
3. On March 12, 2014, Petitioner, who was then and remains a Pennsylvania
resident, amended the Trust to name her grandson, Daniel D. Brigham, as Trustee. See Exhibit
B, attached.
4. The Trust directs that income be paid to the Petitioner during her lifetime.
5. Upon the Petitioner's death, the Trust directs that the trust assets be equally
divided among Anita L. Reynolds, Alan D. Brigham, Douglas C. Brigham, and David W.
Brigham,per stirpes. David W. Brigham is deceased, so his two children, Randy Brigham and
Jaclyn Brigham, are beneficiaries of the Trust. All parties involved in this matter are sui juris.
6. Currently, the value of the Trust is approximately Two Hundred Thousand
($200,000.00) Dollars, which includes an annuity and a piece of real estate in Florida.
7. Petitioner is in good health and maintains her own home.
8. However, because of her ability to live an active independent lifestyle,
Petitioner's assets outside of the Trust have dwindled such that the continuation of that lifestyle
is jeopardized by the inaccessibility of the Trust assets.
9. At the time she created the Trust to shelter certain assets, Petitioner did not
anticipate that she would need those funds to maintain her home independently.
10. The beneficiaries, who are comprised of children and grandchildren of the
Petitioner, agree and understand that Petitioner's circumstances have changed since the Trust
was created and that she is in need of the trust assets to maintain her modest lifestyle.
11. The beneficiaries have consented to the termination of the Trust and to the
distribution of all Trust assets to the Petitioner. See Exhibits C through G.
12. The Trustee also consents to the relief sought by the Petitioner in this matter. See
Exhibit H, attached.
13. The consent of Lorraine Brigham, Petitioner, as Grantor/Settlor is attached as
Exhibit I.
WHEREFORE, Petitioner, Lorraine Brigham, as Grantor/Settlor, requests that this
Honorable Court enter a Decree finding that the termination of The Lorraine Brigham
Irrevocable Trust Agreement has been consented to by the Grantor/Settlor, Trustee and
Beneficiaries, and directing that all remaining principal and accumulated income shall be
distributed by the Trustee to Petitioner Lorraine Brigham as soon as practicable.
Respectfully submitted,
Date:.�i�_JLir��c�
anc eyers, Esquire
Atty. I . PA 77064
Salzmann Hughes, P.C.
79 St. Paul Drive
Chambersburg, PA 17201
(717)263-2121
IN THE COURT OF COMMON PLEAS OF THE 9TH JUDICIAL
DISTRICT, PENNSYLVANIA—CUMBERLAND COUNTY
IN RE: : Orphans Court Division
The Lorraine Brigham Irrevocable Trust :
Agreement Dated 12/16/2008, as Amended:
on March 12,2014 .
. No.
Daniel D. Brigham, Trustee .
Lorraine Brigham, .
Grantor/Settlor and Petitioner .
: Judge
VERIFICATION
I, Lorraine Brigham, state that I am authorized to make this affidavit and that the facts set
forth in the foregoing Petition are true and correct to the best of my knowledge, information and
belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S.
Section 4904, relating to unsworn falsification to authorities.
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Date: � �5� ��'LG�,C��i ¢;.YL�'' CL'�rt„�
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Lorraine Brigham �
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LORRAINE BRIGHAM
1RREVOCABLE TRUST AGREEMENT
TRUST,AGREEMENT,executed this 16`�'day of Decernber,2008,between LORRAINE
BRIGHAIVI,residing at 56 Jones Road,Warwick,New York 10990,��vith a mailulg address of PO
Box 363, Pine Island, New York 10969, County of Orange and State of New York, hereinafter
referred to as "Grantor", and ANITA L.REYNOLDS,residing at 416 Deerfield Lane,Montague,
New Jersey 07827 with a mailing address of PO Box 1692,Montague,New Jersey 07827,County
of Sussex and State of New Jersey, hereiiiafter referred to as Trustee.
FIRST
The Grantor hereby transfers to the Trustee the property listed in Schedule A amlexed hereto,
IN TRUST, for the following purposes:
(a) To pay the income to the Grantor in convenient instalhnents at least once per year
or more frequently should Grantor request saine.
(b) Upon the death of the Grantor, to pay the then remaining principal, if any, as
provided hereafter.
(c) If or to the extent to which the Grantor fail effectively to exercise the power
granted to her in subarticle(b)above,to dispose of the principal,if any,remaining at the time of her
death as provided in article THIRD. If Grantor is survived by no cluldren,said share shall be paid to
issue surviving hirn or her,except that if any issue of the Grantor is under the age of twenty-one(21)
years at the time of the Grantor's death,his or her share shall be held by the trustees and admuustered
and disposed of in accordance with the provisions of Article FIFTH.
SECOND
Upon the Grantor's death,the Trustee shall be required to pay any Estate tax or administration
expenses from this Trust. �
THIRD
Upon Grantor's death, all of the residue of Grantor's property listed on Schedule "A" not
previously disposed under the terms of this Trust shall be disposed of as provided for below. It is
expressly directed that all assets other than those placed in this Trust shall be exhausted in
payment of any expEnses with the exception of any "in trust for" accounts set up by Grantor prior
to her death.
The remaiiung assets shall be equally divided equally among ANITA L. REYNOLDS,
ALAN D.BRIGHAM,DOUGLAS C.BRIGHAM and DAVID W.BRIGHAI�2. If either of said
1 EXHIBIT
� A
persons predeceases Grantor, said assets shall be paid to that person's issue, per stirpes, if any. If
either person predeceases Grantor leaving no issue, said share shall be divided equally among the
othe.r surviving beneficiaries.
FOURTH
This Trust shall be irrevocable and the dispositive provisions hereunder may not be changed in
any manner without the unanimous written consent of the Grantor's beneficiaries hereunder.
FIFTH
Each share directed to be disposed of and provided for in tlus article shall be held, IN
TRUST, during the life of the issue of the Grantor for whose primary benefit it has been set apart
("the beneficiary") or until the earlier termination of the trust, for the following purposes:
(a) To pay the income to the beneficiary in convenient installments at least once per year.
(b) To pay to the beneficiary, at any time or times prior to the ternlination of the trust,
such sums from or any part or all of the principal as the trustees,may, in their discretion detern-iine to
be reasonably necessary to permit her to maintain her usual and normal standard of living This
power shall include the power to terminate the trust and distribute the principal thereof to the
beneficiary.
(c) To pay to the beneficiary upon his attaining the age of twenty-one(21)years,the then
remaining principal, if any.
(d) Upon the death of the beneficiary prior to his or her twenty-first(215`)year birthday,
to pay the then remaining principal, if any,to his or her then living issue, or if he or she has no such
issue to the beneficiaries listed in Article THIItD, except that the share of any beneficiaries listed
under Article THIRD for whose benefit a trust shall then exist hereunder shall be added to such trust,
to be administered and disposed of as if a part thereof from inception. If the Grantor has no issue
then living, such principal shall be disposed of as provided in Article SEVENTEENTH.
SIXTH
If,under the terms of other provisions of this trust,any money or other property is required to
be distributed to a person who is a minor or who is otherwise under a disability (such as
incompetency), such money or other property shall not be distributed but instead my Trustee shall
hold, rnanage, invest and reinvest the said share and shall have the sole and absolute discretion to
expend or not expend principal and/or income for the benefit of said beneficiary subject to the
following uses, purposes, terms and conditions:
(a) During the period of minority or other disability,the Trustees inay pay to the minor or
other person under a disability any part or all of the income or principal as the Trustees may,in their
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discretion, determine to be reasonably necessary for such person's support,maintenance, education,
or health or to meet the costs of any illness or accident affecting such person.
(b) During the period of minority or other disability, the Trustees may accumulate any
part of the income not disposed of pursuant to subarticle (a) of this article, or they may add such
income to principal.
(c) None of the income or principal of the trust shall be used or disbursed for the use or
benefit of said beneficiary if it will affect, reduce, or make luin ineligible to receive, full
govemmental financial assistance benefits or other governmental benefits in the same manner as if
no trust existed.
(d) Neither the income nor the principal in the hands of my Trustee before the interest
and/or principal is actually paid or delivered to the said beneficiary shall be subj ect to voluntary or
involuntary anticipation,encumbrance,alienation or assignment,either in whole or in part,nor shall
such interest be subject to any judicial process to levy upon or attach the same for or on behalf of
such beneficiary's creditors or claimants.
(e) If the said beneficiary is not otherwise provided for by govenunental financial
assistance and benefits or by the providers of services, certain needs may be provided for by my
Trustee from the income and principal,including spending money, additional food,clothing,health
services not provided,radios, CD players, television sets, vacations and trips,birthday and holiday
gifts or similar tangible items. The Trustee is under no obligation to expend any such for such needs,
but if, in her sole discretion, does decide to do so,it shall under no circumstances pay or reiinburse
any amounts to the United States of America, the State of New York or to any other state or to any
subdivision for any purpose, including the care, support, maintena�ice and education of the
beneficiary.
(fl In making any distribution to or for the benefit of the beneficiary,the Trustee should
consider what benefits the beneficiary may be entitled to from any governmental agency,including,
but not limited to, Social Security Administration benefits, Veterans Admiiustration benefits,
Medicaid (medical assistance) and supplemental security income (SSI) benefits. I request my
Trustee to assist the beneficiary in collecting, expending, and accounting separately for all such
governmental assistance benefits,but xiot commingle them with the trust fund. The same things skall
apply to the beneficiary's own assets and income if the Trustee is in a position to assist him
individually.
(g) Upon the ternlination of minority or the other disability, the Trustees shall pay all
remaining property to the person whose minority or disability has terminated, or in the event such
person has died before attaining majority or without termination of the disability,the Trustees shall
distribute such property to the issue of such person,if any,per stirpes. If said person has no issue the
residue of this Trust shall be distributed pursuant to paragraph THIIZD hereunder.
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SEVENTH
Any property which the Trustee is authorized to pay to a person who is a minor or otherwise
under a disability, may, in the discretion of the Trustee,be paid for the benefit of such person to a
guardian or to another individual who is not under a disability with whom the minor or otherwise
disabled person resides. If the Trustee obtains a receipt for any payinent made in accordance with
this provision, such receipt shall fully discharge her from liability with respect to such payment and
from further accountability therefore.
EIGHTH
Whenever the Trustee is directed or authorized to make payments to a person,the Trustee is
authorized, in her discretion, to apply such payments to or for the use of such person.
NINTH
Subject to the provisions of Article SIXTH any income which has been accumulated by the
Trustee for the benefit of a specified person may be paid to such person at any time prior to the
tennination of the Trust which earned the income and shall be paid to such person upon such
tennination. In the event that such person dies prior to the termination of such trust, any such
accumulated income shall be paid to his or her estate.
TENTH
Wherever the Trustee is given the discretionary power to make payments from the principal
of a Trust,no Trustee who is a potential recipient of such payment may exercise his or her discretion
in his or her own favor.
ELEVENTH
Subject to the provisions of Article SIXTH the Trustee, in exercising any discretionary
powers given to her under any provision of this Trust, need not take into consideration any other
assets or income owned by or available to the person to whom a discretionary payment is under
consideration, except that the Trustee shall be prohibited from making any payments in
reimbursement of any go�enunental entity which may have incurred expense for�he benefit of a
beneficiary, and the trustee shall not pay any obligation of a beneficiary which obligation is
otherwise payable by any governmental entity or pursuant to any governmental program of
reimbursement of payment. It is the Grantor's primary purpose in creating the Trusts provided for in
this agreement to benefit the beneficiary of the income and not to preserve the principal for the
benefit of the contingent remaindermen; this purpose shall be camed out in determining any
questions which may arise between the interests of the beneficiaries of the income and the interests
of the beneficiaries of the remainders.
TWELFTH
The word "issue" as used in this agreement (i) shall mean issue per stirpes and (ii) shall
4
include those born after the date of agreement. The word "minor" as used in tlus agreement shall
mean a person under the age of majority in the jurisdiction in which such person is domiciled, and
the word "minority" shall mean that period befare such person attains the age of maj ority. The words
"Trustee" and "Trustees" apply to and include not only the Trustees named herein to act in the first
instance,but also, unless otherwise specifically provided, any additional or successor Trustee. The
word"discretion"means "sole,exclusive and unrestricted discretion". Unless the context otherwise
requires, the masculine shall be deemed to include the feminine and neuter, and the use of the
singular and plural shall be interchangeable.
THIRTEENTH
Without limited the authority which the trustees would otherwise have pursuant to law or
pursuant to other provisions of this agreement, they are hereby vested with the following
discretionary powers wluch they shall have until the final distribution of all assets in their hands:
(a) To retain for as long a period of time as they may consider advisable or proper
any property which may at any time be in their hands.
(b) To sell at public or private sale or to exchange any property which may at any
time be in their hands,without application to Court,on any terms which they may consider advisable
or proper,including terms involving an extension of credit for any period of time and with or without
security.
(c) To invest in or otherwise acquire any property, without being bound by any
provision of law restricting investments by Trustees, including but not liinited to conunon and
preferred stocks, security and unsecured obligatioiis, mutual and conunon funds, other securities,
mortgages and interests and options in any of the foregoing.
(d) To acquire and retain property without regard to any principles of diversification.
(e) To acquire,exercise,sell or abandon conversion,subscription and other rights and
options in connection with securities or any other property, and to grant options for any period of
time.
(fl To operate,repair, alter,improve,insure,grant options upon,mortgage,partition,
or lease for any period of time any real property or interest in real property which at any time forms
part of any trust herein created.
(g) To employ and pay investment advisers, accountants, attorneys(even though my
Trustee may be such attorney), bookkeepers, clerks, stenographers and other assistants.
(h) To borrow money for any purpose, including but not limited to the payment of
taxes, this power to include the power to borrow from income for the benefit of principal or from
principal for the benefit of income,with or without interest, and to pledge or mortgage property as
security for money borrowed.
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(i) To lend money or other property to any person, corporation,partnership,trust or
other entity, including a beneficiary hereunder.
(j) To make any division or distribution hereunder in kind or in cash or partly in each.
(k) To determine, in case of reasonable doubt on their part, whether any property
coming into their hands constitutes income or principal, and whether any pa}niient or expenditure
inade by them shall be charged to income or to principal, but any distribution by a corporation or
association made to the Trustees in the shares of the distributing corporation or association,whether
in the form of a stock split or stock dividend, shall be allocated wholly to principal.
(1) To place the assets of the Trust or any part of them in one or more bank,
brokerage,custodian or other accounts with any banks,trust companies or stock brokerage firn1s,and
to pay the cost of maintaining such accounts.
(m) To maintain bank, brokerage, custodian and other accounts under title of
LORRAINE BRIGHAM IRREVOCABLE TRUST AGREEMENT,or in the nanle of Trustees of
any of them, followed by the words "Account No. " or by the word "special".
(n) To keep property of the Trust in any convenient place of safekeeping, without
limitation, provided that such property is at all time earmarlced as being the property of the Trust.
(o) To delegate to any one of the Trustees,or to others, any nondiscretionary power,
including but not limited to the power, singly or with others, to sign checks, withdrawal slips,
instructions for the receipt or delivery of securities or other property, and instructions for the
payment or receipt of money, and the power, singly or with others,to have access to any safe deposit
box or other place where property of any trust created pursuant to this agreement is deposited.
FOURTEENTH
No Trustee shall be required to furnish any bond,undertaking or other security for the faithful
discharge of her duties as Trustee,nor shall any Trustee be required to file any interim account of her
proceedings in any Court in any jurisdiction in which shemay be called upon to act. No Trustee
shall be responsible or liable for the manner in which any discretion is exercised pursuant hereto,or
for any inisinterpretation of this agreement,or for any act or omission of any other Trustee,or,ui�less
his conduct amounts to fraud or willful misconduct, for any act or omission of her own.
FIFTEENTH
This Trust shall be irrevocable and the dispositive provisions hereunder may not be
changed by Grantor for any reason at any time. Any person,including the Grantor,may, at any
time and from time to time,add additional property by Will or otherwise to the Trust,providing such
property is acceptable to the Trustees. Any property so added shall become a part of the Trust estate
and be subject in all respects to the terms and conditions of this agreement.
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SIXTEENTH
Any statement sent by registered mail or delivered by any Trustee to, or any release to a
Trustee signed by any beneficiary who is living and of full age and sound mind, or any statement so
sent or delivered to, or any release signed on behalf of any beneficiary by the e�ecutor or
administrator of any beneficiary if the beneficiary is not living,or a parent, guardian or conunittee of
a beneficiary who is living but not of full age and sound mind, shall conclusively discharge the
trustees from any and every claim and demand of any such beneficiary with respect to any matter
contained in such statement or release, except with respect to any matters in such statement as to
which written obj ection is made to and received by the trustee rendering the statement within sixty
days after the statement has been sent or delivered. Any such release, if given with respect to all
matters relating to the Trust and the administration thereof, with or without a fonnal or informal
accounting or the rendition of any statement shall conclusively discharge such Trustee from all
claims of the beneficiary by whom or on whose behalf the release was signed, and from all claims of
the then living descendants of such beneficiary having no interest in the Trust conflicting with that of
such beneficiary, and from all claims of such beneficiary's unborn issue, with respect to all matters
relating to the trustor the administration thereof,including claims which were not disclosed to or not
known by such beneficiary or the person signing the release on such beneficiary's behalf.
SEVENTEENTH
In the event that at the time the distribution of any portion of my estate or of any trust
created hereunder there shall be no surviving beneficiaries I direct that my remaining estate or
i�emaining Trust Corpus be paid to my family and be adininistrated pursuant to the laws of
intestacy in the State of New York.
EIGHTEENTH
A Trustee may resign by executing and acknowledging a written resignation and delivering it
to an acting Trustee, if there is a Trustee acting, or if not to the Grantor if she is then living, or if she
is not living, to the current beneficiaries of the trust at that time.
� NINE�'EENTH .
The following persons are hereby appointed Trustees:
1. ANI'TA L. REYNOLDS provided she is able to perform such duties.
2. In the event that ANITA L. REYNOLDS is unable to perfomi such duties, or shall
resign as Trustee,ALAN D. BRIGHAM shall act as Trustee.
The Grantor shall have power to remove any Trustee and to designate additional Trustees or
Successor Trustees. Any designation shall be revocable at any time prior to the qualification of the
person so designated.
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TWENTIETH
Any additional or successor Trustee shall qualify by delivering a written and acknowledged
acceptance of the trust to an acting Trustee,if there is a Trustee acting,or if not to the Grantor,if she
is then living, or if not to the then beneficiaries of the trust.
TWENTY-FIRST
ANITA L. REYNOLDS hereby accepts the Trust and agrees to execute the same to the best
of her ability.
TWENTY-SECOND
Unless the governing law has been changed by removal of assets to allother jurisdiction,this
agreement aiid each trust created hereunder shall be construed and regulated by the laws of the State
of New York.
IN WITNESS WHEREOF, the parties have executed this agreement as of the day and year
first above written.
� � , ��
LORRAINE BRIGHAM, Grantor
�
1��
ANITA L. REYNO , Trustee
STATE OF NEW YORK)
COUNTY OF ORANGE ) ss.:
On the 16"' day of December,in the year 2008,before me the undersigned, a Notary Public
in and for said State,personally appeared LORRAINE BRIGHAM,as Grantor personally known to
me or proved to nie on the Uasis-of satisfactory evidence to be the individual whose name is
subscribed to the within instrument and acknowledged to me that she executed the saine in her
capacity, and that by her signature on the instrument, the individual or t e person upon behalf of
which the individual acted, executed the instrumeiit.
N AR P LIC
DOUGLAS R. STAGE
Notary Public, State of New York
Qualified in Orange County
No. O1ST4631675
Commission Expires Sept. 30, 2010
8
STATE OF NEW YORK)
COLINTY OF ORANGE) ss.:
On the 16`h day December, in the year 2008,before me the undersigned, a Notary Public in
and for said State,personally appeared ANITA L.REl'NOLDS,as Trustee personally known to me
or proved to me on the basis of satisfactory evidence to be the individual whose name is subscribed
to the within instnament and acknowledged to me that she executed the same in her capacity, and
that by her signature on the instrument, the individual or the person upon behalf of which the
individual acted, executed the insti-ument.
OTAR P LIC
DOUGLAS R. STAGE
Notary Public, State of New York
Qualified in Orange County
No. O l ST4631675
Coirunission Expires Sept. 30, 2010
9
Schedule A
1. Lakeland Bank Money Market account No. 634631128
2. Property in Hamilton County, Florida
Parcel ID# 3486-032
See Exhibit A attached
10
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�,, . I�:[=:C C�I�J. i[�'�f�1.•i.,:�..�i�a i�.',i�i r.�,
ATS 16982
Exhibit "A"
Parcel 1
Part of the Southeast '/ of the Southeast '/4 of Section 10, Township 1 North, Range 12
East, Hamilton County, Florida. Being more particularly described as follows: for Poiiit
of Reference coinmence at the Southwest corner of said Southeast 1/4 of the Southeast '/4,
thence run N.89°43'19"E., a distance of 1245.50 feet to the West Right-of-Way line of a
County paved Road; thence run N.O1°13'04"W, along said West Right-of-Way line, a
distance of 958.95 feet to the Point of Beginning; thence run 5.89°43'19"W., a distance
of 682.82 feet; thence run N.O1°13'04"W., a distance of 333.44 feet to the South Right-
of-Way line of Northwest 63`d Lane; thence run 5.87°58'03"E, along said South Right-
of-Way line, a distance of 683,82 feet to said West Right-of-Way line; thence run
S.O1°13'04"E. along said West Right-of-Way line, a distance of 305.86 feet to the Point
of Begiruling,
..✓ ,°�. 1's
�`.�'A.� '�� .
FIRST AMENDMENT TO
� LORRAINE BRIGHAM IRREVOCABLE GR.ANTOR TRUST
i DATED DECEMBER 16, 2008
LORRAINE BRIGHAM, cunently of 847 Brian Drive, Enola, Pennsylvania, as Grantor,
executed the Lorraine Brigham Irrevocable Grantor Trust Agreement on December 16, 2008
(hereinafter referred to as the "Trust Agreement"), with ANITA L. REYNOLaS as initial
Trustee.
WHEREAS, Grantor, in accordance with the terms of the Trust Agreement, designated
Anita L. Reynolds as initial Trustee("Trustee"); and
WHEREAS, the Trust Agreement is an irrevocable grantor trust for the benefit of
Grantor. The rernainder beneficiaries are Anita L. Reynolds, Alan D. Brigham, Douglas C.
Brigham, Randy Brigham and Jaclyn Brigham; and
WHEREAS, Grantor now wishes to amend the Trust Agreement to remove Anita L.
Reynolds as Trustee and designate Daniel D. Brighain as Trustee with Alan Brigham remaining
as alternate Trustee; and
WHEREAS, Pursuant to Article Nineteenth, Grantor has the power to remove any
Trustee and appoint a successor.
NOW, THEREFORE, the Trust Agreement is hereby amended as follows:
SECTION NINETEENTH shall be revoked in its entirety and shall be replaced with the
following:
NINETEENTH
The following person is hereby appointed as Trustee:
1. DANIEL D. BRIGHAM provided he is able to perform such
duties.
2. In the event that DANIEL D. BRIGHAM is unable to perform
such duties, or shall resign as Trustee, ALAN D. BRIGHAM shall act as Trustee.
The Grantor shall have power to remove any Trustee and to designate
additional Trustees or Successor Trustees. Any designation shall be revocable at
any time prior to the qualification of the person so designated.
EXHIBIT
� B
;
�
In all other respects, the Tntst Agreement of December 16, 2008, shall re
; main the same.
This Amendment is executed on the /�day of �y
j �'��' , 2014.
� WITNESSES:
i
I
�
� � �
j w�c o� � .
, �
i,orraine Brigham, Grantor
COMMONWEALTH OF PENNSyLVANIA •
COLTNTy pF DAUPHIN � SS
On the /07� day of i �/,/�2�
Notary Public iil and for the Commonwealth of Perulsylvania a�ld Count afo•
, 2014, before me the subscriber, a
appeared Lorraine Brigham, as Grantor and Beneficiary, and in due form of]aw acicn
the foregoing First Amendment to the Trust Agreement to be ller a y jesaid, personally
same to be recorded as such. oWledged
ct and deed and desired the
WITNESS my hand and seal the day and year afoi•esaid.
, C���y��i,�� `' '/ �l � �.
Notary Public
�
COMMONWEAL7}i Op pEfVNSYLVHNIA
NoWrlalSeal
Melissa M.Kaln,Notary Public
Susquehanna T1vp,,Dauphin Caunty
My Commisslon Explres Aug.il,2014
2
CONSENT TO TRUST TERMINATION
AND DISTRIBUTION
TO DANIEL D. BRIGHAM, TRUSTEE OF THE LORRAINE BRIGHAM IRREVOCABLE
TRUST AGREEMENT:
I, Anita L. Reynolds, as a beneficiary of The Lorraine Brigham Irrevocable Trust, do
hereby consent to the termination of said Trust and to the full distribution of the assets in the
trust, including principal and accrued income, to the Grantor, Lorraine �righam.
I understand that by signing this consent, I am forever and irrevocably surrendering any
and all rights, which I may have under the terms of the Trust.
Dated this�_�day of � �L� , 2014.
itness:
�� � - �
Anita L. Reynolds
EXHIBIT
� c
CONSENT TO TRUST TERMINATION
AND DISTRIBDTION
TO DANIEL D. BRIGHAM, TRUSTEE OF THE LORRAINE BRIGHAM IRREVOCABLE
TRUST AGREEMENT:
I, Alan Brigham, as a beneficiary of The Lorraine Brigham Irrevocable Trust, do hereby
consent to the termination of said Trust and to the full distribution of the assets in the trust,
including principal and accrued income, to the Grantor, Lorraine Brigham.
I understand that by signing this consent, I am forever and irrevocably surrendering any
and all rights, which I may have under the terms of the Trust.
Dated this � day of v v S� , 2014.
Witness:
���� � �
�
Alan Brigham
EXHIBIT
� D
CONSENT TO TRUST TERMINATION
AND DISTRIBUTION
TO DANIEL D. BRIGHAM, TRUSTEE OF THE LORRAINE BRIGHAM IRREVOCABLE
TRUST AGREEMENT:
I, Douglas C. Brigham, as a beneficiary of The Lorraine Brigham Irrevocable Trust, do
hereby consent to the termination of said Trust and to the full distribution of the assets in the
trust, including priric;�a1 and accrued incc�me, to the Grantor, Lorraine Brignam.
I understand that by signing this consent, I am forever and irrevocably surrendering any
and all rights, which I may have under the terms of the Trust.
t
Dated this ;;� day of��!�,*s,,,�,.:�'' , 2014.
Witness:
,
�/ � .,
� . '\ �� 1 � � 4
"�'�r , � �' C�� �
`�
� � ._ ,� � " �; ` Douglas . Brigham
EXHIBIT
� E
CONSENT TO TRUST TERMINATION
AND DISTRIBUTION
TO DANIEL D. BRIGHAM, TRUSTEE OF THE LORRAINE BRIGHAM IRREVOCABLE
TRUST AGREEMENT:
I, Randy Brigham, as a beneficiary of The Lorraine Brigham Irrevocable Trust, do hereby
consent to the termination of said Trust and to the full distribution of the assets in the trust,
including principal and accrued income, to the Grantor, Lorraine Brigham.
I understand that by signing this consent, I am forever and irrevocably surrendering any
and all rights, which I may have under the terms of the Trust.
Dated this�day of �UCgu S� , 2014.
Witness:
�� �� � ' :
� � �
Rand righam
EXHIBIT
� F
CONSENT TO TRUST TERMINATION
AND DISTRIBUTION
TO DANIEL D. BRIGHAM, TRUSTEE OF THE LORRAINE BRIGHAM IRREVOCABLE
TRUST AGREEMENT:
I, Jaclyn Brigham, as a beneficiary of The Lorraine Brigham Irrevocable Trust, do hereby
consent to the termination of said Trust and to the full distribution of the assets in the trust,
including princip�l and accrued income, to the Grantor, Lorraine Brigham.
1 understand that by signing this consent, I am forever and irrevocably surrendering any
and all rights, which I may have under the terms of the Trust.
Dated this�day of °--�- , 2014.
Witness:
vi� �i �.
Jac Bri m
EXHIBIT
� G
CONSENT TO TRUST TERMINATION
AND DISTRIBUTION
TO LORRAINE BRIGHAM, GRANTOR OF THE LORRAINE BRIGHAM IRREVOCABLE
TRUST, AND TO ALAN D. BRIGHAM, ANITA L. REYNOLDS, DOUGLAS C. BRIGHAM.
RANDY BRIGHAM, AND JACLYN BRIGHAM, BENEFICIARIES OF THE LORRAINE
BRIGHAM IRREVOCABLE TRUST:
I, Daniel D. Brigham, as Trustee of The Lorraine Brigham Irrevocable Trust, do hereby
consent to the termination of said Trust and to the full distribution of the assets in the trust,
including principal and accrued income,to the Grantor, Lorraine Brigham.
I understand that by signing this consent, I am forever and irrevocably surrendering any
and all rights, which I may have under the terms of the Trust.
Dated this `l�� day of , 2014.
Witness:
� �
b iel D. Brigham, Trustee
EXHIBR
� x
CONSENT TO TRUST TERMINATION
AND DISTRIBUTION
TO DANIEL D. BRIGHAM, TRUSTEE OF THE LORRAINE BRIGHAM IRREVOCABLE
TRUST AGREEMENT:
I, Lorraine Brigham, as Grantor and income beneficiary of The Lorraine Brigham
Irrevocable Trust, do hereby consent to the termination of said Trust and to the full distribution
of the assets in the trust, including principal and accrued income, to me, Lorraine Brigham.
I understand that by signing this consent, I am forever and irrevocably surrendering any
and all rights, which I may have under the terms of the Trust.
Dated this�day of , 2014.
Witness:
� �
1
Lorraine Brigham
EXHIBIT
� I
IN THE COURT OF COMMON PLEAS OF THE 9TH JUDICIAL
DISTRICT,PENNSYLVANIA—CUMBERLAND COUNTY
IN RE: : Orphans Court Division
The Lorraine Brigham Irrevocable Trust :
Agreement Dated 12/16/2008, as Amended:
on March 12,2014 .
. No.
Daniel D. Brigham, Trustee .
Lorraine Brigham, .
Grantor/Settlor and Petitioner .
: Judge
CERTIFICATE OF SERVICE
I hereby certify that a copy of the foregoing Petition To Approve the Termination
of Noncharitable Irrevocable Trust By Consent pursuant to 20 Pa. C.S.A. §7740.1 filed in
the above-captioned case was served by first-class mail to each of the following:
Alan Brigham Jaclyn Brigham
21 Heather Hills Drive 233 Hoomalu Street
Oak Ridge,NJ 70438 Pearl City, HI 96782
Anita L. Reynolds Randy Brigham
P.O. Box 1691 176 New Road
Montague,NJ 07827 Montague,NJ 07827
Douglas C. Brigham Daniel D. Brigham
P.O. Box 1431 5195 Winthrop Avenue
Milford, PA 18337 Mechanicsburg, PA 17050
DATE: � � / Respectfully Submitted,
B :
eyers, sq.