HomeMy WebLinkAboutL 12511 P 671/a~ //
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NY Oa] • Bfrµaio and Sfk Deed ffi5 Cwmaw fauimt (inmoff Mf 4ulivibul fr Cbpumiw ISi~e Shcdtl:IYIITU raa?I
C(/.\tiUl T 5'UIIR L5w5'ER BEFORE BIGSL\(:171Ci 1~51AU?IG\7 • fllLti 1\1TRUNE.~ rtiUUUID BF.IItiEU 85' IAw'S'ERti (1x1.5'
TIIIS INDENTURE, made this ~ day of~ , in the year 2007
BETWEEN
JANE BLAUOS, residing at 28850 Main Road. I'O Box 145, Cutchoglu, NY 11935, as survivlag tcoant by the
entirety
party of the first pan, and
THE JANE K. BLADOS FAMILY TRUST. dated Moy 22.2007. having an address at 28850 Main Road, F.O. Box
145. Cutchoguc, New York 11935, Patricia 1. Stewart and David A. Blados, Trostees
party of the sLCOnd pun,
W ITNES,SETH, that the party of the first pan, in considcrnion ofTrn Dollars and other valuable consideration paid by
the pony otthr second pan, does hereby grant and release unto the sceond pan, the heirs or successors and assigns ofthe
party of the second pan forever.
ALL that certain plot, pica or parcel of land, with the buildings and improvemrnts thereon erected, situate, lying and
being al Cutchoguc, in the Town of Southold, County of Suffolk and State of New York, boundfd end described as
follows:
BtG INN ING at a point marked by a monument on dtc southerly side of Main Road (New York State Route 25), which
point is the northerly or northwesterly rnmcr of land now or formerly of J. Wickham Estate. and the westerly corner of
the premises herein described, (and which point is the southwesterly a distance of approximately 1195 feet from the
intersc(:tion of the southerly line of Main Roud with the westerly line of Fleet's Ncck Road): running thence along the
southerly line of Main Raad, North 32 degrees 30 minutes Fast, a distance of 75.00 faa to a point marked by e
monument and tend now or formerly ofJ.H. Wulf; running thrncc along said land of Wolf, South 47 degrees 16 m inures
40 seconds Fast a distance of 200.00 feet ro a point marked by a monwnrnt and land now or formerly of C.C. Fleet and
others: running thrncv: along said land of Fleet South 32 degrees 30 minutes West , a distance of 75.00 feet to a paint
marked by a monument and lend now or formerly ofJ. Wickham Estate; running thence along said land of W ickham,
North 47 degrees 16 minutes 40 seconds 1Vest a distance of 200.00 fret to the point or place of beginning.
BITING AND INTENDED TO BE the same premises conveyed to the party of the first pan by deed dated September 20.
I %5 and recorded in the Suffolk County Ckrk's Office nn September 21.1 %5 in Liber 5835 at Page 176.
TOGETHER with all rgh4 title and interest if any, of the party of the first par of, in and to any streets and roads
abutting thcabove-described premises to the center lilu:s thereoF, TOGETHER with the appurtenances and all the estate
and rights of the party of the first pan in and [o said premises: TO HAVE. AN D HOLD dte premises herein granted unto
the party of the second part, the heirs or successors and assigns of the party of the second part forever.
AND the parry ohhe first pan covenants that the parry ofthe first pan has not done or suffered artytlting whereby the said
premises have bfxn incumbered in any way whatever, except ss aforesaid.
AND the party of the first port, in rnmpliance with ticction 13 of the Lien law, eovenanu that the parry of the first pan
will receive the consideration for this wnveyance and will hold the right to receive such consideraton as a true fund to
be appliad tiro for thn purpose of paying the cost of the improvement and will apply the same Prat to tlu pavmrnt of the
cost of the improvement before using any part of the total of the same for any ocher purpose.
The word "pony' shall be mnstnud as if it read "parries' whenever the sense of this indenture so requires.
IN WITNESS WHEREOF, the pan of the first pan has duly executed this deed the day and year firs[ above wrinen.
Ix rR-sExcE oF:
JANF~ 1{DOS
ILS£ACE.VUWLEOG,MEA7FORMRELUa'N%TlII,VNEW 1'ORESTATEAVLY:
Sate of New York, County of SUFFOLK I ss.:
Un thr ~ ay of MAY in the>rar 2007, before mc, lhr undcrsignatid.
pmonally appeared JANE BIADOS. perswallY kntmv to me or provcJ
to me an the bans of rmisfuctory crulrnu< to be the individual whose
n:une is subscribed to the within instrument and acknowledged to me drat
she executed the same in hrr capacity, and that by her signature w the
IIIxINmenL IhC individual, O[ the person upon behalf of whidt the
individual acted, rxnvtcd the insuumcnL
TEBRY CIPRUWI ~ ~~A~~
NdTAtIV PNUOB~ St~~aI~M~Naw York N~"rr~1e ~'
OualiliW In SuOOIk Comdyy
Commission Expires Feb. tT, YOL
ACKNON%EDGMEM FORM rOR USE R%THlNNEW YORE STAlEON/•Y:
(Mr 1'rf \Lff[I,IYq[ Irwwu A •GwktpKwrr mrkve/
Sate of New York. Cnuaty of y ss.:
qn the _ day of in the )•rar 2007 hrforc rrx. thr undersigned.
prrsonally appeared . Utesubratbingw;+.+...
to the fongaing instrument, with wfiom 1 um personally acqu:timed, who
being by me duly swum. did depose and say that he/shehhev rcsidgx) in
(jrhe plan ofresidexr it in a cin•, include the surer andrrrert number,
i~anv. theregQ: that hdshenhey know(s) to be the individwl descn7wd in
wd who executed the furcgoing instrumrnL Ihm said subscribing witness
xa\ prasent and saw said
execute the same: end that said witness ut the some time subsrrihcd
hixgtedtluir nameU) at a witrtesx thereto.
Hoary Public
USEACENUR'LLDGMENT r771tM RCLOR' a%TMI.YNEa' YORRRTATF.O.VLY:
State of New fork, Cauoty of ~ u.:
Un the _ day of in thr year 2007, before mr. the
wdcrsign~L personally aplwarcd .personally
known u+ me or prayed tome on the Irtsis of aatisfantuy evidenoc W be
the individual(s) whusr namc(sl is (arc- subsrrihcd to the within
instmment and acktwwlydged to me that hr/she/they cxhcutd the samr in
hislltrr/their capacigties). and that by hishteNtheir signaturts) on thr
inswmcnL the individual(s). or the person upw behalf of which the
individual(s) acted, executed the irWmmcnt.
Votary Public
ACKNON'LEUGMENT t%IRM Fl1R I/SE t1Tr!lINNEW YMPKSTATEUNLY.•
pAx y'.hsr wMw•I+p,+:mrN AMu.ln6pwwriw/kwr(
(('omp/err I inue wir6 Srurr, Coanry•. Pro+•imr or .41unleipalirvr
Un thr _ dyv of _ in the year 2007, before mr. the
understgnrd. persomtlly oppcarcd • pcrsorulty
known u+ mr or proved W tnr on the basis of saisfactor)• evidertcc u+ br
the individttallsl whose numMSl is (arc) al+st%ibcd to the xithin
instrument grid ucknowtdgcd to me that the hdshdthn• cxceuud thr
same in hix0tcrhheir capaLity(iexl, that by hislhcr/theirsignaumyx) on thr
instnrmcnt, thr individua(x), or the person upon behalf of xhich drc
individwlts) acted. excrnled the inswmcn~ and lhtu such individual
made such appcamnce before the undrrsigrted in the
(lnarrt rhr c/rv or other palirical rubdiv&fon and rhr arena or Bounty rw
esker plac•r rhr aeknrmhrctgmrnr war rabgl.
Notary Public
BARGAIN & SALF. DEED
w•ml covEwtrrs ncnlNSrcRnwruRS Hers
TITLENO.
DI5TRICI'
SF:CTIUN
BLCICK
I.OT
COUNTY OR'['ONT Southold
JANE BLAUOS, as wrviviag tensest by the entirety
TO
THF. JANE K BLADO5 FAMILY TRUST,
dated May 22, 2007
RECORDf.D AT RF."QUP.IT OF AAU R£fURV RY d!•1/L TU:
Terry Ciprlaoi, PLLC
595 Route 25A
Suik a
Miller Place, New York 11761
RFSERVC• HIES SYACF: FOR USIi OF RF:CUItdYICi UIFICt:
112
i
~ Number of pages ~
~ ~ ~~~
2007 Jul 02 09;13:28 pM
TORRENS Judith p. Pascale
CLERK OF
5crial # SUFFOLK COUNTY
L 600012511
Ccrtificate# P 67t
DTM 06-38129
Prior Ctf. #
Decd .Mortgage Inswmcnt Decd / Mongsge Tax Stamp Recording /Filing Stamps
3 FEPS
Page /Filing Fee 4
' Handling 5. ~_
TP-5&1 J
Notation
i
EA-5217 (County)
EA-5217 (State) ~ _
RP
T
S
A ~
C~
.
.
.
. _
,
Comm. of Ed 5. ~.
Affidavit
Certified COPY
Keg. COPY
Other ~5 r
Sub Totul 2y
Sub Total ~ Z11J''//''~~f
Grand Total ~ `i`-1 ~ Jlti
4 ~Distria Section ~ Block ~ Lot
Real 07018378 >.ooo >.osoo osoo o2xooo
Progeny ; p T S
lbx Savicc RSMI A
Agency 15JUN-0
Verification
J SatiafaaiortrDiacltargealRcleasc Lint Property Owners Mailing Address
RECORD & RE"fURN TO:
TERRY CIPRIAN[, PLLC
595 Route 25A '
Suite 4
Miller Pace. New York 11764 ~
Mortgage Amt. _
1. Basic Tax _
Z. Additional Tax _
Sub Total
Spec. / Assit
or
Spec. /Add. _
1'01: MTCa TAX
Dual Town _ Dual County
Held for Appointment
Transfer Tax ~ - _
Mansion Tax
The property wveral by this motgagc i
or will be improved by a one or twi
family dwelling only.
YES or NO
If NO, see appropriate tax clauae on
page # of thia instrument.
5 ~ Community Preservation Fund
:o ~'dcrationAmount S
"PF r. Duc l sue=
improved _~
VacanlLund•
TD
TD
TD
Tiue
Information
~ ~ Suffolk
Title #
ig & Endorsement
This page forms pan of the attached ~.~ mode by:
A ~ (SPECIFY TYPE OF INSTRUMENT)
Jfl NE BL-A lei The pwmisis herein is situates in
SUFFOLK COUNTY, NcfiIW`..YORK.
TO !n the Township of .~Jt~TlaOl-~
~pty>; ~ . ~ tit Dos ~~1M: ~yTRusr In the VILLAGE .
or HAMLET of CUTC.NO GUE
BOXES 6 THROUGH li MUST BE TYPBp O_R_Pi2iNTED iN BLACK INK ONLY PRIOR TO RECORDING OR FILINCa
rrwrrl
SUFFOLK COUNTY CLERK
~ RECORDS OFFICE
RECORDING PAGE
Type of Instrument: DEEDS/DDD Recorded: 07/02/2007
Number of Pagea: 3 At: 09:13:28 AM
Receipt Number 07-0061266
TRANSFER TAX NUMBER: 06-38129 LIBER: D00012511
PAGE: 671
District: Section: Block: Lot:
1000 102.00 06.00 021.000
EXAMINED AND CHARGED A3 FOLLOWS
Deed Amount: $0.00
Received the Following Fees For Above Instrument
Exempt Exempt
Page/Filing $9.00 NO Handling $5.00 NO
COE $5.00 NO NYS SRCHO $15.00 NO
EA-CTY $5.00 NO 8A-STATE $75.00 NO
TP-584 $5.00 NO Cert.Copies $0.00 NO
RPT $30.00 NO SCTM $0.00 NO
Transfer tax $0.00 NO Comm.Pres $0.00 NO
Fees Paid $149.00
TRANSFER TAX NUMBER: 06-38129
THIS PAGE IS A PART OF THB.INSTRUMENT
THIS IS NOT A BILL
Judith A. Pascale
County Clerk, Suffolk County
PLEASE TYPE OR PRESS FIRMLY WHEN WRITING ON FORM
INSTRUCTIONS: http:// www.orps.state.ny.us or PHONE (518) 473-7222
FOR COUNTY USE ONLY
C,. ~~ Cod. y 3~~,
C2. Dote Drd Recorded O
rr /
C3. Book ~ a i I G, Pepe I , l
REAL PROPERTY TRANSFER REPORT
STATE OF NEW YORK
STATE BOARD OF REAL PROPERTY YERVICES
RP - 5217
t. Propel
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Rao panatY tr^nderrW en tM deed Y of Poroale OR ^ Pen of a Parch ~ Pknrdrr6 Bpn ~~ SubeNkJOn Aududty F~reM
ry Orrl e& Suhdivkip Approvr wee R^rpdrW W Trarfa
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SALE INFORMATION a 1 ~ fl 76. Chrt m^ or mon d t1w^ eorWrkm r ^pp6awa m tr^ndr.
71. Bale Contra D^a I / / I A sale Brthvrn Rradvr n Former Relative.
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IFup Srs Pried is the tdr anrorrm p^W for tM proMrtY indudinp Dereowl property, 1 Otlrar Unwur Faction Afloalnp Salo Prim (Spcdly Brow)
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nrartBipn or othr obOpatlom.l PNao round m dw rrarmt whole dollar en+ount
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CERTIFICATION
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BUYER r BUYER'S ATTORNEY
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/) sELLER
1/~t.s/ .~.~-~`~ S~dd~ f UI
i~ JANE ~ilfl.D~S rn
(~31 I $'~q- 53a1o
eau mei ryrnaeae.,ara.
<;,
NEW YURK STATE
COPY
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raera/weuwr rest sue
,
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JANE K. BLADOS FAMILY TRUST
THIS TRUST AGREEMENT is made this 22~ day of May, 2007, by and
between JANE. K. BLADOS, residing at 28850 Main Road, Cutchogue, New York,
hereinafter called the Settlor, and PATRICIA J. STEWART, residing at 870
Schoolhouse Road, Cutchogue, New York, and DAVID A. BLADOS, residing at 350
Track Avenue, Cutchogue, New York, hereinafter collectively called the Trustee.
The Settlor desires, by this agreement, to establish a living irrevocable trust
for the purpose of managing Settlor's assets during Settlor's lifetime and
distributing those assets after Settlor's death to the beneficiaries set forth herein.
Consequently, the Settlor has this day delivered to the Trustee the assets
described in Schedule A attached hereto, and the Trustee agrees to hold,
administer and distribute all of those assets (including the proceeds thereof and
income therefrom), together with all additions thereto and all reinvestments thereof,
in accordance with the terms and provisions hereinafter set out. All provisions of
this trust shall apply to any further trust or trusts created hereunder unless
otherwise indicated.
ARTICLE I
NAME OF TRUST
This Trust shall be known as the JANE K. BLADOS FAMILY TRUST.
ARTICLE II
DISTRIBUTION OF INCOME AND PRINCIPAL
A. During the Life of the Settlor.
1. Income. During the life of the Settlor. the Trustee shall hold,
manage, control, invest and reinvest the assets of this trust and shall collect the
income from those assets. The Trustee shall, in the Trustee's discretion, convey
and pay over to or for the benefit of the Settlor, as much of the net income as
needed to provide for the Settlor's support, maintenance, health and happiness.
Such income shall be paid in monthly or other convenient installments, but not less
than quarter-annually, and not less frequently than the Settlor shall otherwise
direct. The Trustee shall also convey and pay over the net income to the Settlor or
to such other person or persons and in such proportions as the Settlor or the
Settlor's legal representative (including anyone holding a valid durable power of
attorney on behalf of the Settlor) may, from time to time, direct.
The Trustee shall accumulate and then add to principal any Income not
disbursed by the end of the calendar year.
The Trustee is hereby directed that all capital gain income shall be allocated
to principal.
2. Principal. During the life of the Settlor, the Trustee shall be
governed by the following with respect to the Trust principal:
a. Settlor. The Trustee shall not, under any circumstances,
convey and pay over any part of the principal to or for the benefit of the Settlor.
2
The Settlor is permanently divested of all direct access to the principal of this trust.
Notwithstanding the preceding, if this trust contains real property which
served as the Settlor's personal residence prior to being transferred into this trust
(or a replacement property), or since the creation of the trust has acquired such
property (or a replacement property), same shall continue to be held by the Trustee
for the sole benefit of the Settlor as Settlor's personal residence, and the Settlor
shall also be entitled to all other rights, benefits and obligations which would
otherwise be enjoyed by the owner of a life estate, including any income derived
from said real property for the duration of Settlor's life. Notwithstanding the
preceding, upon the written consent of the Settlor, the Trustee may sell the
property and/or purchase another personal residence for the Settlor of the Settlor's
own choosing, and the Settlor shall continue to be entitled to the same rights,
benefits and obligations which applied to the Settlor's previous residence. It is the
intent of the Settlor herein to preserve or obtain any and all types of property tax
exemptions which the Settlor would otherwise have been entitled to had the
property been retained or held by the Settlor.
b. Remaindermen. The Trostee may, ill his or her sole
discretion, and without direction from the Settlor, convey and pay over the principal
of this trust, in whole or in part, to the trust remaindermen, as defined from time
to time in Article II B.
Such conveyance shall be considered a countable advancement of a particular
remainderman's inheritance to be deducted from his or her share upon the death
of the Settlor. The Trustee shall use the following formula:
3
I. To the remammg principal, the Trustee shall add back the
amounts of all previous countable advancements made to all the remaindermen.
11. This calculation shall yield the "tentative distributable principal"
(TDP).
Ill. The Trustee shall next add to the sums of the respective
remainderman's countable advancements, the amount of t% for each month or
fraction thereof that the remainderman had use of the money advanced, to the
month of distribution of the principal now to be divided. The total amounts of all
such calculations shall be added to the TDP.
IV. The TDP shall be divided among the remaindermen m the
proportions specified in Article II (B) below.
v. From each remainderman's share of the TDP shall be subtracted
his or her advancement and interest. These amounts should, for all remaindermen,
equal the existing principal minus specific bequest amounts. This final amount shall
constitute the distribution to each respective remainderman.
B. Upon the death of the Settlor. Upon the death of the Settlor, the Trustee
shall convey and pay over the principal of this Trust, together with any accumulated
income ("Residuary"), to the following persons in the following manner:
1. Remaindermen: Limited Power of Appointment. The Settlor hereby
reserves a special power to appoint the remaindermen beneficiaries of this Trust
as follows:
4
To or among anyone or more members of a class consisting of Settlor's
issue, in any degree, whether presently living or born hereafter, in such proportions
and amounts, without regard to equality, outright or in further trust, as the Settlor
may direct and appoint:
a. by written and acknowledged instrument executed by the
Settlor, making specific reference to this power of appointment; or
b. by the Settlor's Last Will and Testament, validly admitted
to probate, by specific reference hereto.
The Settlor may not appoint the Settlor, the Settlor's estate, the
Settlor's creditors or the creditors of the Settlor's estate, under any circumstances.
2. Remaindermen: In Default of Exercise of Appointment. In default
of the Settlor's exercise of Settlor's limited power of appointment as provided
above, the remaindermen beneficiaries of this trust shall be the Settlor's children,
PATRICIAJ. STEWART, DENISEA. KING, LYNN M. BLADOS, DAVIDA. BLADOS,
ANTHONY J. BLADOS, PAULA REEVE and MICHAEL J. BLADOS, except that CD
LYNN M. BLADOS' share shall not be paid to her outright but shall be paid to the
LYNN M. BLADOS SUPPLEMENTAL NEEDS TRUST dated May 22, 2007, and (ii)
should any of Settlor's children not be living at such time, but leave issue surviving,
the issue of such predeceased child shall take the share, per stirpes, which their
parent would have taken, had he or she survived.
5
ARTICLE III
TRUST FOR ISSUE
If any of the Settlor's issue, hereinafter sometimes referred to as the
"Beneficiary" or "Beneficiaries", entitled to take his or her share outright under the
provisions hereinabove, shall be under the age of thirty-five (35) years at the time
title vests in him or her, Settlor directs that each Beneficiary's share shall be held
by the Trustees, hereinafter named, IN SEPARATE TRUSTS NEVERTHELESS, for
the purposes and with the powers set forth in this Article and Article "VIII" herein,
as hereinafter provided:
A.
1.
As to each trust, the Trustees shall manage, invest, and reinvest
the trust property, collect all the income accruing thereto, pay all proper costs,
charges and expenses of administering the trust, and apply the income and principal
of the trust as set forth hereinafter.
2. The Trustees shall pay over, apply or distribute for the use of
each such Beneficiary so much of the net income or principal of the trust in his or
her name as may be required for the health, education, maintenance and support of
each such Beneficiary prior to his or her attaining the age of twenty-one (21)
years, and the Trustees shall accumulate and add to principal, annually, the balance
thereof until each such Beneficiary shall attain the age of twenty-one (21) years.
3. Upon the attainment of each Beneficiary of the age of twenty-
one (21) years, the Trustees shall thereafter pay over and distribute to each such
Beneficiary, or apply to his or her use, all the income of the trust in his or her
6
name, quarter-annually or at more frequent intervals as the Trustees shall
determine in its sole discretion.
4. The principal of each trust and all accumulated income shall be
paid over to the Beneficiaries as follows:
(a) One-quarter 0/4) thereof on the twenty-fifth (25th)
birthday of each Beneficiary:
(b) One-half (t) of the remaining balance on the thirtieth
(30th) birthday of each Beneficiary: and
(b) The entire remaining balance on the thirty-fifth (35th)
birthday of each Beneficiary, at which time each trust
shall terminate as to such Beneficiary.
5. In the event any Beneficiary shall have already attained either
of such respective ages at the time when such trust fund is directed to be
distributed to him or her, the Trustees shall pay over to such Beneficiary,
absolutely, such proportionate interest in the separate trust as is directed to be paid
such Beneficiary upon attaining such age.
6. In the event that any Beneficiary shall survive the Settlor, but
die before attaining the age of thirty-five (35) years, then the Trustees shall pay
over and distribute the principal of the share theretofore held in trust for said
Beneficiary to the issue of said Beneficiary, per stirpes. In the event that any
Beneficiary shall die without leaving any issue, then and in that event, upon the
death of such Beneficiary, the Trustees shall transfer, pay over, and distribute in
equal separate shares the principal of the share theretofore held in trust for such
7
deceased Beneficiary, to such deceased Beneficiary's brothers and sisters. In the
event any of such deceased Beneficiary's brothers and sisters are not then living,
such share shall pass to such deceased brother's or sister's issue, oer stiroes, and
if none, then to, PATRICIA J. STEWART, DENISE A. KING, LYNN M. BLADOS,
DAVID A. BLADOS, ANTHONY J. BLADOS, PAULA REEVE and MICHAEL J.
BLADOS, except that (i) LYNN M. BLADOS' share shall not be paid to her outright
but shall be paid to the LYNN M. BLADOS SUPPLEMENTAL NEEDS TRUST dated
May 22,2007, and (ii) should any of Settlor's children not be living at such time, but
leave issue surviving, the issue of such predeceased child shall take the share, per
stiroes, which their parent would have taken, had he or she survived, subject to this
Article.
Notwithstanding anything contained herein to the contrary, in the event
that any of Settlor's issue entitled to take hereunder is already a Beneficiary under
this Article, such issue's share shall be added to his or her separate trust and be
administered in accordance with the trust provisions contained herein.
7. Anything hereinabove contained to the contrary notwithstanding, the
Trustees of the separate trusts created herein are authorized and empowered from
time to time, to pay, or apply to or for the use of any Beneficiary, such portion of
the income and principal of the separate trust set up hereunder for the benefit of
such Beneficiary as in its sole judgment the Trustees shall deem necessary for his
or her maintenance, health, education or support. The decision of the said Trustees
as to the necessity or advisability of any such payments shall be binding and
8
conclusive upon all persons interested in the trusts herein created and shall not be
subject to review.
B. The separate trusts created for the benefit of Settlor's issue shall be
titled the BLADOS FAMILY TRUST f/b/o [beneficiary's name].
C. Notwithstanding anything contained herein to the contrary, the
Trustees of any Trust created under this Article shall be the same as those named
in Article VII.
ARTICLE IV
RIGHT TO ADD TO PRINCIPAL
Either the Settlor or any other person may, at any time and from time to time,
add property acceptable to the Trustee to this trust, including but not limited to the
proceeds of life insurance made payable to the Trustee.
In addition, the Settlor hereby reserves the right to substitute any property
held in this trust with property of an equivalent value.
ARTICLE V
REVOCATION AND AMENDMENT
This Trust shall be irrevocable and not subject to any power to revoke, alter,
amend, or modify any term, condition or provision hereof, unless and to the extent
specifically permitted herein.
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ARTICLE VI
DEATH TAXES AND OTHER DISTRIBUTIONS
Upon the death of the Settlor, prior to the distribution of property under
Article II (B) of this Trust, the Trustee shall make the distributions set forth in this
Article.
The Trustee shall follow any express (not by operation of law) directions of
the personal representative of the Settlor's domiciliary probate estate, if any,
regarding payment of any estate, inheritance, transfer, succession or other death
taxes, which are enforceable against the Settlor's estate.
If there are no such express directions from a personal representative. the
Trustee shall pay from the trust residuary (without apportionment or right of
reimbursement from any beneficiary or recipient either under this Trust, under
Settlor's Will or otherwise), the Settlor's said taxes and other such expenses
outstanding at the time of the Settlor's death and not barred by the Statute of
Limitations, Statute of Frauds, or any other provision of law. Such debts may
include valid estate, inheritance, transfer, succession or other death taxes and other
governmental charges imposed under the laws of the United States or of any state
or country by reason of such death. including interest and penalties attributable
thereto, arising because of the Settlor's death (whether or not such property passes
hereunder, under the Settlor's Will or otherwise), attorney's fees, and other costs
incurred in administering the deceased Settlor's estate.
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The Trustee is authorized to accomplish the foregoing in the exercise of its
discretion by direct payment. loans to the executor of the Settlor's estate. purchase
of assets from the Settlor's estate or any other reasonable method.
THE FOLLOWING ARTICLES VII-IX SHALL APPLY TO ANY TRUST
CREATED UNDER THIS AGREEMENT:
ARTICLE VII
THE TRUSTEE
A. Initial Trustee. The initial Co-Trustees of this Trust Agreement shall be
PATRICIA J. STEWART and DAVID A. BLADOS. hereinafter collectively called the
Trustee.
B. Reserved Rights of Settlor. The Settlor reserves the right. during
Settlor's lifetime, with or without cause. by an instrument signed. dated and
delivered to the Trustee. to do any of the following:
I. To remove any Trustee and replace him or her with one or more
new Trustees:
2. To appoint an additional Trustee or Trustees to act as Co-
Trustee(s):
3. To appoint and/or change the successor Trustee(s).
4. Notwithstanding any of the preceding. the Settlor shall have no
authority to name the Settlor as Trustee or successor Trustee.
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C. Identitv of Successor Trustee(s). If the Settlor does not exercise
Settlor's power to select other successor Trustees during Settlor's lifetime, the
following shall serve as successor Co-Trustee in the following order of preference
upon the incapacity, removal, resignation or death of a Co-Trustee:
I. DENISE A. KING, residing at 360 Greton Court, Mattituck, NY;
2. ANTHONY J. BLADOS, residing at 225 Pine Street, Mattituck,
NY; and
3. MICHAEL J. BLADOS, residing at 3148 County Line Road,
Skaneateles, NY.
4. In the event that no Trustee or successor Trustee exists to
administer the trust estate, then a successor Trustee shall be appointed by the last
person to serve as Trustee hereunder, and in default of such an appointment, then
by the beneficiaryCies) hereunder, other than the Settlor, who may petition the court
having jurisdiction over this trust to appoint a successor Trustee. Notwithstanding
the above, under no circumstances may JANE K. BLADOS act as Trustee.
D. lncaoacitv of a Trustee. If any Trustee cannot administer the trust
because of incapacity, then during any such period of incapacity the successor
Trustee named herein shall act as Trustee, having all rights and powers granted to
the Trustee by this instrument.
Incapacity shall mean any physical or mental condition of the Trustee,
whether arising from accident, illness or other cause, which renders the Trustee
unable to conduct the regular affairs of the trust, including but not limited to the
endorsement for receipt of funds and writing of checks for disbursement of funds
12
from the trust, which condition of incapacity is probable to extend for a period
greater than ninety (90) days.
Incapacity shall be conclusively established if a written certification to that
effect is signed by either the Trustee's regularly attending physician or two
doctors, authorized to practice medicine in the state in which the Trustee is then
residing or if not residing in the United States, then in the Country in which the
Trustee is then residing.
Notwithstanding the above, in the absence of such certification, a Co- Trustee
or successor Trustee or beneficiary(ies) hereunder may petition the court having
jurisdiction over this trust to remove a Trustee, for any of the following reasons:
1. Unavailability:
2. Refusal to act:
3. Breach of fiduciary responsibilities:
4. Whereabouts unknown for more than six (6) months.
Anyone who so petitions the court shall not incur liability to any beneficiary
of the trust or to the successor Trustee(s) as a result of this petition, provided the
petition is filed in good faith and in the reasonable belief that the such Trustee is
incapacitated or otherwise cannot act.
E. Resignation of a Trustee. Any Trustee may resign at any time by giving
written notice of such resignation to the Settlor or Co-Trustee then acting, if any,
and if no Co-Trustee is then acting, then to all the then current income
beneficiaries who are then over the age of eighteen CIS) years. Any such
13
resignation shall become effective immediately upon such notice or at such date as
the Trustee and the Settlor, or the said Co-Trustee or beneficiaries may agree, but
no later than thirty (30) days after such written notice.
F. Temporarv Delegation of Duties. So long as any individual named in this
instrument shall serve as Co-Trustee under this trust, such individual shall have
the power from time to time to delegate to the other Trustee all or any of his or her
powers as Co-Trustee during temporary vacation periods or other temporary
absences from the United States. The power of delegation shall be exercised by
delivery by the individual Co-Trustee to the other Trustee of written notice
specifying the powers delegated to such delegation and shall terminate upon
delivery by the individual Co-Trustee to the other Trustee of written notice of
termination. The individual Co-Trustee shall incur no liability to any beneficiary
of any trust with respect to administration of such trusts during the period of such
delegation.
All trusts under this Agreement need not have the same Trustee or Co-
Trustee, and a Trustee may resign from one or more Trusteeships without
resigning from all.
G. Death of a Trustee. The Successor Trustee shall immediately assume the
role of Trustee upon the death of a Trustee and the delivery to the successor
Trustee of a certified copy of the death certificate of such deceased Trustee.
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H. Bond. No bond shall be required of any person named in this instrument
as a Trustee (including named successor Trustees), for the faithful performance of
his or her duties as Trustee, but a subsequent named Trustee or successor Trustee
may be required to be bonded, in accordance with the terms of appointment. In
addition, the Trustee shall not be required to qualify in any court.
I. Provisions Regarding Successor Trustee.
1. A successor Trustee shall succeed to all title to the property of
the trust estate and all powers, rights, discretions, obligations and immunities of the
trustee hereunder with the same effect as though such successor had been
originally named Trustee.
2. No successor Trustee shall be liable for any act, omlSSlOn or
default of a predecessor Trustee. Unless requested in writing by a beneficiary of
this trust, no successor Trustee shall have any duty to investigate or review any
action of a predecessor Trustee or Trustees, and the successor Trustee may
accept the accounting records of the predecessor Trustee or Trustees showing
assets on hand without further investigation and without incurring any liability to
any person claiming or having an interest in the trust.
3. Any third person dealing with the successor Trustee shall accept,
and shall be absolutely entitled to rely upon, the statement of the successor
Trustee that it has become the successor Trustee in accordance with the provisions
of this Article; and shall be under no obligation to make any investigation into the
facts or circumstances of the assumption of authority by the successor Trustee.
15
4. The successor Trustee shall not be made subject to any claim or
demand by the Settlor or by any beneficiary of the trust estate by reason of its
commencing to act as successor Trustee in accordance with the provisions of this
Article.
1. Compensation and Reimbursement. The Trustee of this trust shall not
be entitled to any commissions for the faithful performance of the duties herein.
unless such Trustee is a Corporate Trustee. In the event that the Trustee is a
Corporate Trustee, then such Corporate Trustee shall be entitled to compensation
according to its schedule of fees for the administration of living trusts in effect from
time to time, or in the alternative the remaining Trustees shall negotiate a fair and
reasonable commission for said Corporate Trustee.
Furthermore, any Trustee shall be entitled to be reimbursed for any personal
costs incurred in the administration of this trust and for any expenses of the trust
that such Trustee paid.
K. Trustee Accounting. The Trustee shall render an annual account of the
administration of the Trust to the income beneficiaryCies) and to the Settlor, which
accounting shall be made as soon as practical after the close of the Trust's calendar
year. A sufficient accounting shall be deemed as having been made by the
submission to the beneficiaries of a copy of the Federal fiduciary income tax return
filed for the Trust. If no objection to an account has been made in writing by the
party entitled to it within sixty days after the mailing of such account by the
16
Trustee, it shall be deemed approved and shall be conclusive upon all persons
interested and their successors in interest. However, if such an objection is made,
the Trustee shall provide a formal accounting which reflects the trust's assets,
obligations, income, distributions, and expenditures.
The records of the Trustee shall be open at all reasonable times to the
inspection by the Settlor, and in the event of the Settlor's incapacity or demise, to
the Settlor's agent (including the holder of a valid durable power of attorney and
duly appointed Executor) or to the other beneficiaries named herein.
Furthermore, the Trustee shall be entitled at any time to have a judicial
settlement of their accounts. The Trustee may at any time settle their accounts by
agreement with the beneficiary of the income and such agreement shall bind all
persons, whether or not then in being, then or thereafter entitled to any portion of
the trust and shall effectively release and discharge the Trustee for the acts and
proceedings set forth in the account.
L. Specific Authorization For Single Signature. In the event that more than
one Trustee shall be serving as Trustee at any point in time, then any bank,
brokerage firm, or other financial or insurance institution doing business with the
Trustees is hereby authorized upon the consent of the Trustees to open any
account in such a manner as to permit the transaction of any business upon the
signature of anyone Trustee or a particular Trustee rather than the signature of
all Trustees.
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ARTICLE VIII
TRUSTEE POWERS
It is the Settlor's intention to grant to the Trustee the power to deal with all
of the trust property as freely as Settlor could individually in the handling of
Settlor's own affairs. The Trustee shall have all the powers and protection granted
to Trustees by statute at the time of application, and in addition the Trustee shall
have the powers and responsibilities described below, to be exercised in the
Trustee's sole discretion.
A. Retain Trust Estate. To retain, without liability for loss or depreciation
resulting from such retention, the original assets and all other property hereafter
transferred, devised or bequeathed to the Trustee for such time as the Trustee
shall deem advisable. This shall be allowed even though (i) such property may not
be of the character prescribed by law or by the terms of this agreement for the in-
vestment of trust assets and/or Gi) it represents a large percentage of all of the
trust estate. Said original property may accordingly be held as a permanent
investment.
The Trustee may, in the Trustee's discretion, retain in the trust any personal
effects, heirlooms or similar tangible personal property which the Trustee deems
desirable or appropriate to retain, for storage or use by any beneficiary during the
existence of the trust, or for distribution to the remaindermen upon termination of
the trust.
B. Hold Uninvested Cash and Unproductive Propertv. For any periods
deemed advisable, to hold cash, uninvested, even though the total amount so held
18
is disproportionate under trust investment law or would not be permitted without
this provision, and to retain or acquire and hold unproductive realty or personalty.
C. To Receive Assets. To receive, take possession of, sue for, recover,
and preserve the assets of the trust estate, both real and personal, coming to its
attention or knowledge, and the rents, issues and profits arising from such assets.
To receive additional property from any source, including the Personal
Representative of the Settlor's estate and the Trustee or beneficiary of any other
trust, by whomsoever created, and to hold and administer this property as part of
the Trust.
To continue to hold and operate, to sell, or to liquidate, at the risk of the trust
estate, any closely held business interest, whether proprietorship, partnership, or
corporation.
D. Invest and Acquire. To invest and reinvest trust assets in any type of
property or security without regard to the proportion that investments of the type
selected may bear to the entire trust, without limitation to the classes of trust
investments authorized by law, and without regard to the possibility that the
investments may be in new issues or in new or foreign enterprises and to write
options against long positions. The property acquired may be realty or personalty
and may include life insurance, bonds, debentures, leaseholds, options, easements,
mortgages, notes, mutual funds, investment trusts, common trust funds, voting trust
certificates, and any class of stock or rights to subscribe for stock, regardless of
whether the yield rate is high or low or whether or not the new asset produces any
income at all. It is intended that the Trustee shall have the authority to act in any
19
manner deemed in the best interest of the trust involved, regarding it as a whole,
even though certain investments considered alone might not otherwise be proper.
E. Ootions. Warrants. Puts. Calls and Commoditv Accounts. The Trustee
IS specifically authorized, in the Trustee's discretion, to buy, sell or transfer
options, warrants, puts, calls, commodity accounts, and to maintain brokerage
margin accounts.
F. Exercise Ootions and Conversion Privileges. To exercise any options,
rights, and conversions privileges pertaining to any securities held by the Trustee
as trust assets.
G. To Sell. Lease and Enter into Contracts. To sell, convey, grant options
to purchase, lease, transfer, exchange or otherwise dispose of any trust asset on
any terms deemed advisable; to execute and deliver deeds, leases, bills of sale, and
other instruments of whatever character; and to take or cause to be taken all action
deemed necessary or proper in connection therewith.
To enter into contracts, which are reasonably incident to the administration
of the trust: to carry out the terms of any valid agreement which the Settlor may
have entered into during the Settlor's lifetime concerning property owned by the
trust.
H. Insure. To carry any insurance deemed advisable with any insurer
against any hazards, including public liability, and to use insurance proceeds to
repair or replace the asset insured. Such insurance may be for the purpose of
protecting the trust assets as well as the Trustee personally against any hazard.
20
To collect the net proceeds of any insurance payable to the trust. The
Trustee shall have the power to take such action as it deems appropriate to enforce
any claims of the trust estate under such policy, plan or contract and to
compromise, arbitrate or otherwise settle such claims, all at the expense of the
trust but with no obligation on the Trustee to incur expenses or liabilities that
cannot be paid from trust funds or for which the Trustee has no assurance of
indemnification.
Payment to the Trustee by the insurance company of the proceeds of any
insurance policy, including life insurance, disability insurance, hazard insurance, or
otherwise, and receipt and release from the Trustee for such proceeds and/or
policies shall be a full discharge of the liability of such insurance company with
respect to such proceeds, and no insurance company need inquire into or take
notice of this Agreement or see to the application of such payments.
/. Lend. On any terms deemed advisable, to lend trust funds to any
borrower (except to the Settlor or the Settlor's spouse, if any, or for the benefit of
either of them) including the Trustee or beneficiary of any trust, by whomsoever
created, and to change the terms of these loans. This authorization includes the
power to extend them beyond maturity with or without renewal and without regard
to the existence or value of any security therefor, and to facilitate payment thereof,
to change the interest rate thereof, and to consent to the modification of any
guarantee relating thereto. Notwithstanding the preceding, the Trustee must first
obtain the written consent of the Settlor, if living, and if not, all adult interested
parties, before acting under this provision.
21
J. Borrow. To borrow whatever money the Trustee deems desirable for
any trust on the terms from any lender, including the Personal Representative of
Settlor's estate, and the Trustee or beneficiary of any other trust, by whomsoever
created, and to mortgage, pledge or otherwise encumber as security any assets of
the borrowing trust.
K. Terms or Duration of Obligation. Incident to the exercise of any power,
to initiate or change the terms of collection or of payment of any debt, security,
partnership interest or other obligation of or due to the trust, upon any terms and
for any period, including a period beyond the duration or the termination of any or
all trusts.
L. Compromise or Abandonment of Claims. Upon whatever terms the
Trustee deems advisable, to compromise, adjust, arbitrate, sue on, defend, or
otherwise deal with any claims, including tax claims, against or in favor of any trust,
to abandon any asset the Trustee deems of no value or of insufficient value to
warrant keeping or protecting; to refrain from paying taxes, assessments, or rents,
and from repairing or maintaining any asset; and to permit any asset to be lost by
tax sale or other proceeding.
M. Distribution in Cash or in Kind. To distribute any shares in cash or in
kind, or partly in each, and the Trustee's valuation of assets upon making
distribution shall, if made in good faith, be final and binding on all beneficiaries.
Notwithstanding the above, the Trustee shall attempt to equalize, as far as
practicable, the aggregate income tax basis of such assets distributed to the various
beneficiaries.
22
N. Bid on or Take Over Without Foreclosure. To foreclose any mortgage,
to bid on the mortgaged property at the foreclosure sale or acquire it from the
mortgagor without foreclosure, and to retain it or dispose of it upon any terms
deemed advisable.
O. Pav Off Encumbrances. To payoff any encumbrance on any trust asset
and to invest additional amounts to preserve it or to increase its productivity.
P. Vote Stock. To vote stock for any purpose in person or by proxy, to
enter into a voting trust hereunder in any capacity permitted by law, including
service as officer or director.
Q. Participate in Reorganization. To unite with other owners of property
similar to any held in trust in carrying out foreclosure, lease, sale, incorporation,
dissolution, liquidation, reincorporation, reorganization, or readjustment of the
capital or financial structure of any association or corporation in which any trust
has a financial interest, to serve as a member of any protective committee to
deposit trust securities in accordance with any plan agreed upon; to pay any
assessments, expenses, or other sums deemed expedient for the protection or fur-
therance of the interests of the beneficiaries hereunder; and to receive and retain
as trust investments any new securities issued pursuant to the plan, even though
these securities would not constitute authorized trust investments without this
provIsIOn.
R. Purchase Propertv from Estate. To purchase property, real or
personal. from the Settlor's or a beneficiary's estate upon such terms and
conditions as to price and terms of payment as the Trustee and the respective
23
Personal Representative shall agree upon. To hold the property so purchased in
trust although it may not qualify as an authorized trust investment except for this
provision, and to dispose of such property as and when the Trustee shall deem
advisable.
S. Emplovment of Assistants and Agents. To any extent reasonably
necessary, to employ attorneys-at-law, accountants, tax specialists, brokers,
investment counselors, realtors, managers for businesses, farms, ranches, groves
and forest, technical consultants, attorneys-in-fact, agents and other consultants
and assistants the Trustee deems advisable for the proper administration of the
trust estate. In the event that the Trustee can provide any of the above services
in the regular course of the Trustee's profession or business, then such Trustee
can perform such services and shall be entitled to reasonable and customary
compensation without fear of violating any self dealing laws.
T. Establishment and Maintenance of Reserves. Out of the rents, profits,
or other gross income received, to set aside and maintain reserves to the extent
deemed advisable to meet present or future expenses, including taxes,
assessments, insurance premiums, debt amortization, repairs, improvements,
depreciation, obsolescence, general maintenance and reasonable compensation for
services, including services of professional and other employees authorized hereby,
as well as to provide for the effect of fluctuations in gross income and to equal or
apportion payments for the benefit of beneficiaries entitled to receive income.
U. Manage Realtv. To deal with realty in any manner lawful to an owner
thereof. This authority includes the right to manage, protect, and improve it, to
24
raze, alter and repair improvements, to sell or contract to sell it in whole or in part,
to partition it, to grant options to purchase it, to donate it, to convey it, to acquire
it, release or grant easements or other rights relating to it, to dedicate parks and
thoroughfares, to subdivide it, to vacate any subdivision or any part thereof and
resubdivide it from time to time, to lease it in whole or in part, and to renew,
extend, contract for, and grant options in connection with leases. Leases, contracts
to sell, mortgages and any contracts entered into by the Trustee can be made on
any terms and for any period, including a period beyond the duration or termination
of any or all trusts.
To make any and all payments for maintenance, taxes and any and all other
charges incidental to the ownership and or occupation of any real estate owned by
the trust or Trustee.
V. Carrving Several Trusts as One Estate. To the extent that division of
the trust is directed hereby, to administer the trust physically undivided until actual
division thereof becomes necessary to make distribution; to hold, manage, invest
and account for whole or fractional trust shares as a single estate, making the
division thereof by appropriate entries in the books of account only, and to allocate
to each whole or fractional trust share its proportionate part of all receipts and
expenses; provided, however, this carrying of several trusts as a single trust shall
not defer the vesting in possession of any whole or fractional share of a trust for
the beneficiaries thereof at the times specified herein.
W. Allocation to Principal and Income. All receipts of money or property
paid or delivered to the Trustee and all expenses shall be allocated to principal or
25
.
income in accordance with the law of the State of New York; and if the law is silent,
then the Trustee shall act in accordance with generally accepted accounting
principles in the Trustee's discretion, which principles shall be consistently applied.
X. To Prepare Tax Returns and Make Elections. To prepare and file
returns and arrange for payment with respect to all local, state, federal, and foreign
taxes incident to the agreement; to prepare all necessary fiduciary income tax
returns; to make all necessary and appropriate election in connection therewith in
its discretion, even if an election has the effect of favoring one beneficiary or set
of beneficiaries to the apparent disadvantage of another.
Y. To Seek and Maintain Public Benefits for a Beneficiarv. To take any
and all steps necessary, in the Trustee's discretion, to obtain and maintain eligibility
of any beneficiary under this trust for any and all public benefits and entitlement
programs. Such programs include but are not limited to Social Security,
Supplemental Security Income, Medicare, and Medicaid.
Z. Financial Accounts and Use of Nominee. To handle trust funds,
including deposits and withdrawals, in any savings or other account, interest-
bearing or non-interest bearing, in any currency whatsoever, with any bank,
financial institution, or other depository, or deposit such trust funds in investment
certificates or time certificates or other investment paper.
To hold title in the name of a nominee or in a manner that will pass title by
delivery or otherwise facilitate proper administration, but the Trustee is liable for
any act of the nominee in connection with the security so held.
26
.
ARTICLE IX
ADMINISTRATIVE PROVISIONS
A. Prohibition of Alienation, No income or principal beneficiary of any
trust created hereunder shall have any right or power to anticipate, pledge, assign,
sell, transfer, alienate or encumber his or her interest in the trust, in any way; nor
shall the Trust itself be liable for or subject to the debts, liabilities or obligations
of such beneficiary, or claims of any sort against such beneficiary.
B. Choice of Law. This Agreement shall be construed and regulated in
all respects by the laws of the State of New York. This paragraph shall apply
regardless of any change of residence of a Trustee or any beneficiary, or the
appointment or substitution of a Trustee residing or doing business in another state.
Notwithstanding the foregoing, the validity and construction of this trust in
relation to any real property located in a jurisdiction outside the State of New York
shall be determined under the laws of such jurisdiction.
C. Binding, This Agreement shall be binding upon the heirs, personal
representatives, successors and assigns of the parties hereto. The consent of
infant and contingent beneficiaries or their agents, is not required to effect an
abrogation, in whole or in part, of said Trust.
D. Perpetuities Savings Clause. Unless terminated earlier in accordance
with other provisions of this instrument, all trusts created under this instrument
shall terminate twenty-one (21) years after the death of the last survivor of the
Settlor's beneficiaries living on the date of the execution of this Trust. Any
property still held in trust at the expiration of that period shall immediately be dis-
27
.
tributed to the persons then entitled to receive or have the benefit of the income
therefrom in the proportions in which they are entitled thereto, or if their interests
are indefinite, then in equal shares.
E. Soendthrift. The interests of beneficiaries in principal or income shall
not be subject to the claims of any creditor, any spouse for alimony or support, or
others, or to legal process, and may not be voluntarily alienated or encumbered.
F. No Contest. If any beneficiary under this trust, or rider hereto, shall,
in any manner, directly or indirectly, attempt to contest or oppose the directions or
validity of this trust, or rider hereto, in any court or commence or prosecute any
legal proceeding of any kind in any court to set aside this trust, or rider hereto,
then and in that event such beneficiary shall forfeit and cease to have any right or
interest whatsoever under this trust, or rider hereto. In such an event, this trust,
and rider hereto, shall be interpreted in all respects as if such beneficiary had
predeceased the Settlor. Notwithstanding the above, a beneficiary may pursue a
legally enforceable debt against the Settlor or Trust, incurred prior to the Settlor's
death.
G. Claims of Creditors. The Trustee shall not be personally liable to any
creditor or to any other person for making distributions from any trust under the
terms of this instrument if the Trustee has no notice of the claim of such creditor.
H. Severabilitv Clause. If any provision of this trust instrument is
unenforceable, the remaining provisions shall nevertheless be carried into effect.
I. Survivorshio Provision. Except as otherwise specifically provided in
this instrument, any beneficiary not living sixty (60) days after the death of the
28
.
Settlor shall be deemed not to have survived the Settlor.
J. Distributions to Minor Beneficiaries. If any beneficiary hereunder
(contingent or otherwise), not otherwise provided for hereunder, is under the age
of twenty-one, his or her share shall not be distributed to him or her, but shall be
retained by the Trustee. The Trustee shall hold his or her share in a separate trust
for each such beneficiary and administer and distribute the property as follows:
1. The Trustee shall pay to the beneficiary, or apply for his or her
benefit, so much of the net income and such portion of the principal at any time and
from time to time as the Trustee deems advisable for the support, maintenance,
general welfare, and education of the beneficiary. Any net income not so paid or
applied shall be added to principal periodically, at least annually.
2. The Trustee shall distribute the remaining income and principal
of the trust to the beneficiary when he or she shall attain the age of twenty-one
(21).
3. If a beneficiary shall die before attaining the age of twenty-one
(21), the Trustee shall distribute the remaining principal and income of his or her
trust to his or her surviving issue, or in default of such issue, to his or her surviving
brothers and sisters, or in default of such brothers and sisters, to the Settlor's
then-surviving issue. The share of any beneficiary for whose benefit a trust under
this agreement is then in existence shall be added to such a trust, to be
administered and distributed in like manner as the original fund.
4. If the Trustee shall determine that the size of a trust created in
the Article does not warrant the cost of continuing the trust, or that the continuance
29
.
of the trust is not in the best interest of the beneficiary, such Trustee, without the
permission or order of any court, may terminate it. Upon such termination, the
balance remaining in the trust, after the payment of the Trustee's expenses and
commissions, if any, shall be distributed to the beneficiary then entitled to the
mcome.
If such beneficiary is a minor, distribution may be made, in the discretion of
the Trustee, in any of the following manners:
a. To the minor:
b. To a Guardian or other legal representative, wherever appointed,
without requiring ancillary guardianship;
c. To an adult with whom the minor resides:
d. To a custodian for the minor under the Uniform Transfer or Gifts
to Minors Act of any jurisdiction with power to select any person or corporate
fiduciary (including any Trustee under this agreement) to be custodian until age
twenty-one (21), The Trustee shall have no obligation to see to the use of
application of the distributions and the receipt by such beneficiary, guardian,
person, or custodian shall be complete discharge as to such distribution. In
deciding whether to terminate the trust, the Trustee need not consider the interests
of remaindermen, and their respective interests in the trust shall cease upon
termination by the Trustee. If a beneficiary is serving as Trustee at the time, he
or she shall not take part in deciding whether to terminate the trust.
30
.
K. Limitations.
1. Judicial Limitation. No Judge of any Court shall be empowered
to order the distribution of income or principal contrary to the terms of this Trust.
This provision is specifically intended to negate and eliminate any discretion
granted to any Court by Section 7-1.6 of the New York State Estates, Powers and
Trusts Law (EPTL), and as amended from time to time.
2. Trustee Limitation. Pursuant to New York State Law EPTL !}1O-
10.1(3), the Trustee, if a beneficiary of this Trust, shall have the authority make
discretionary allocations, in such Trustee's favor, of receipts and expenses as
between principal and income.
L. Disposition of Trust If Declared Void. In the event that this Trust
shall be determined or adjudicated to be void ab initio in full or in part, or should
the Trustee be for any reason directed by any court to distribute principal to the
Settlor in contravention of the provisions herein, then this Trust shall terminate and
all the Trust property is to be paid over to the remaindermen beneficiaries pursuant
to Article II B, in the proportions specified (subject to advancements paid) with the
same force and effect as if an absolute gift had been made on the dates of transfer
of the property into the Trust and such property shall in no instance revert to the
Settlor.
M. Definitions. For the purposes of this trust, the following terms will
have the following meaning and connotation, unless the contents of any passage
hereof specifically requires otherwise:
31
.
1. Trustee: The term "Trustee" refers to the single, multiple,
remammg and successor and/or substitute Trustees who at any time may be
appointed and acting in a fiduciary capacity under the terms of this agreement.
2. Gender: Where appropriate, words of the masculine gender in-
clude the feminine and neuter: words of the feminine gender include the masculine
and neuter: and, words of the neuter gender include the masculine and feminine.
3. Singular and Plural: Where appropriate, words used in the
plural or collective sense include the singular and vice-versa.
4. Schedule A: The initial principal of this trust has been stated
on Schedule A attached hereto. The purpose of Schedule A is to expressly indicate
that the trust was actually funded from its beginning. There is no further obligation
upon the Settlor or Trustee to modify Schedule A on the occurrence of any addition
to the principal or any disposition of the original principal.
5. Notice: "Notice" throughout this trust agreement shall be in
writing and shall either be personally delivered or mailed with postage prepaid in
a manner reasonably designed to communicate the information contemplated.
6. Education: Whenever provision is made to pay for the education
of a beneficiary, the term "education" shall include private and/or parochial
elementary and secondary education, vocational school, college, postgraduate
study, remedial or special needs at an institution or with instructors of the
beneficiary's or his or her legal guardian's choice. It shall also include study in
music or any of the arts with an appropriate instructor or school. In determining
payments to be made to the beneficiary or on his or her behalf for education, the
32
,
Trustee shall consider the beneficiary's reasonable related living and travel
expenses.
SIGNED AND ACKNOWLEDGED this Mnjay of May. 2007.
.;fL~.
JAK.BLADOS.SETTLOR
STATE OF NEW YORK:
ss. :
COUNTY OF SUFFOLK:
On May22. 2007. before me. the undersigned. a Notary Public in and for said
State. personally appeared JANE K. BLADOS. 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 instrument 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 instrument.
JuY'uf U/JUfiIJL
NOTARY PUBLIC
33
TERRY CIPRIANI
NOTARY PUBLIC" Stale of New York
No. 02016('02962
Qualified in Suffoll< County D
Commissioll FYI"\iyp<; Feb. 17, 20L
,
STATE OF NEW YORK:
ss.:
COUNTY OF SUFFOLK:
On Mayn, 2007, before me, the undersigned, a Notary Public in and for said
State, personally appeared PATRICIA J. STEWART, 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 instrument 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 instrument.
~I Uf/2~dN-
NOTARY PUBLIC
STATE OF NEW YORK:
ss.:
COUNTY OF SUFFOLK:
TERRY CIPRIANI
NOTARY PUBLIC, State of New York
No. 02CI6002062
Q~af!fjed in Suffolk'" County
Commission Expires Feb. 17, 20/0
On May22, 2007, before me, the undersigned, a Notary Public in and for said
State, personally appeared DAVID A. BLADOS, 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 instrument and acknowledged to me that he executed the
same in his capacity and that by his signature on the instrument, the individual, or
the person upon behalf of which the individual acted, executed the instrument.
Juu/ {;plUrIlG
NOTARY 'PUBLIC
TERFlY CIPRIANI
NOTARY PNUBUC, S!2te of New York
. .0. 02C!6002962
Q'!a'!fled i~ Sdfo!K Count
C(lmnl_IS~IO'l E;-,:pr,"GS Feb. 17, ~olO
34
. .
.
~
SCHEDULE A
This~chedule is to be attached to the JANE, K. BLADOS FAMILY TRUST,
dated theaJ"day of May, 2007, by and between JANE K. BLADOS, as Settlor, and
PATRICIA J. STEWART and DAVID A. BLADOS, as Trustees.
REAL PROPERTY LOCA TED AT:
28850 Main Road
Cutchogue, New York
Two Hundred Fifty and 00/100 ($250.00) Dollars and other good and valuable
consideration.
35