march 2, 2015 appeal the summary judgement and go to trial
DESCRIPTION
Attached is an appeal to the summary judgement of which petitioner, Zylo Marshall, filed with the court on March 2, 2015.In this appeal,TRANSCRIPT
lN RE: The Estate of Allan Haymes
cAsE No. 502010CF004252XXXXS8
APPEAL THE SUMMARY JUDGMENTAND GO TO TBIAL
IN THE CIRCUIT COURT OF THE 15TH 'UDICIALCIRCUIT IN AHD FOR PALM.BEACH COUNTY,
FLORIDA
PROBATE DIVISION
CASE NO: 5O2010CP004252xxxxSB
IN RE: ESTATE OF AI,I.AN HAYNE'
Dbceased.
ZYLO MARSHALL
Petitioner,
v.
LOIS M. HAYMES, as personal
Representative of the Estate of
ATLAN HAYMES, and CRAI6 DONOFF,
as Personal representative of the Estate
of ALIAN HAYMES
Respondents.
I
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::HifsA, ;!:",*;{Zpirr!$
lN BE: The Estate of Allan HaymescAsE NO. 5020L0CP004252XXXX5B
APPEAL THE SUMMARY JUDGMENT ANO GO TO TRIAL
coMEs Now, Petitioner, Zylo Marshall, Pro Se, and hereby moves this Honorable court to strike the
summary judgment on the basis of mischaracterizing facts. This appeal presents an issue of first
impression in this circuit court to empower the circuit court and in support thereof, avers the foltowing:.
1. Exhibit 1 is an order granted for a summary judgment in favor of the respondents'. lN this order
as defined under THE COURT MAKES THESE FINDINGS OF FACT paragraph 2 states, 'The 2003
Will is a pour-over Will which direct that all assets of the decedent, Allan Haymes should be left
to the trustees of the Allan Haymes Bevocable Trust Agreement, Which Allan Hayrnes Also
executed on May 30, 2003 in conjunction with his execution of the 2003 Will."
Z. Exhibit 2 is the May 30, 2003 Will under ARTICLE lX APPOTNTMMENT OF PERSONAL
RtPRESENTATIVE Clause l appoints Carol Haymes as a personal Representative. Clause 2
appoints Mark Ertes as SUCCESSOR PERSONAL REPRESENTATTVE.
3. Exhibit 3 is the January 30, 20Og Wilt ARTICLE Vlll appoints Lois Haymes and Craig Donoff as
personal representative. And ARTICLE lll states, "l make no provisions for my grandsan, ZyLO
MARSHALL, for reasons best known to me.
As you can see ln the May 30, 2003 Will xCarol Haymes and Mark Ertes were personal representatives of
the pour-over Willand Lois Haymes was not even considered a beneficiary or a personal representative
in the May 30,2003
1 Carol Haymes and Mark Ertes would be the personal r€presentatives that would determine who the disabledbeneficiary is,
lN RE: The Estate of ,{llan HaymesCASE NO. 502010CP0M252XXXX5BAPPEAT THE SUMMARY JUDGMENT AND GO TO TRIALAs you can see in the January 30, 2009 Will zLois Hay?nes and Craig Donoff were the personal
representative.
4. Exhibit 2 of the May 30, 2003 will under ARTIVLE vt DtsABtLtw oF BENEFtctARy
L. CLAUSE 1, My Personal Representatiye in their discretion may bedetermined that a beneficiary hereunder is physically or mentallyincapable of properly using any property or income to which suchindividual is entitled.
2. CLAUSE 2 lf any beneficiary hereunder is under the age of Twenty-Five(25lyears or pursuant to Clause L hereof has been determined to beincapacitated, My personal Representative, during said incapacity, cruntil such beneficiary attains the age of Twenty-Five {25} years, as thecase may be, shall hold any property or income to which such individualis entitled, lN TRUST, for such individual and may apply without theintervention of a 3guardian all or part of the income and{ar principalthereof as in their opinion is necessary for the support, education,health and maintenance of such individual. The receipts from personsselected by myopersonal representafive to receive and disburse suchprincipal or incorne shall fully discharge my personal Representativewith regard thereof.
5. Exhibit 4 is an email from Matt Tornincasa to Zylo Marshall on April 4,2OL41.L before rhe April
L5,2OL4 Trial stating that they found a Will misplaced and was not in the possession of either
respondents', Lois Hayrnes or Craig Donoff-
a. Zylo Marshall had 2 Grand-Mal Seizures and L Petit-Mal seizure at trialcausing the trial
to be post-poned. Ow Zylo Marshall has a Vagus Nerve Stimulator implanted in his neck
which has increased his seizure activity allowing Zylo Marshall to properly attend trial
without ant interruption of 6rand-Mal Seizure.
? Zylo Marshall was disinherited under the control and influence of tois Haymes and Craig Oonoff.3 The guardian is Doctar Dean Edell. To date, Dean Edell is still Zylo Marshall's Guardian.a The personal Representatlve of the May 30, 2003 Will is Carol Haymes and Mark Ertes
lN RE: The Estate of Allan HaymescAsE NO. 502010CP004252XXXX58
APPEAL THE SUMMARY JUDGMENT AND GO TO TRIAL
5. Exhibit 5 is the December 3.1, 2006 Will in question of forgery by Lois Haymes.
7. Exhibit 6 is Curt Beggett'1 an expert document examiner, professional opinion on the
authenticity of the December 71,7W6 Will as forged by Lois Marlene Haymes.
WHEREFORE. Petitioner,Zvlo Marshall, Pro Se, respectfully asks this honorable court to strike the
granted order for summary judgment on the basis of resBondent's and their counsel mischaracterized
facts to suit their own benefit. Further, petitioner wants to strike this summary judgment on the basis
that opposing counsel deliberately and intentionally jumped over two Will on a surnmary judgment to
avoid losing their license at the trial. Zylo Marshall is asking this honorable court to set this case for trial
as originatly scheduled on January 25, 2OL5.
CERTIFICATE OF SERVICE
I HEREBY CERTIFY that a true copy of the forgaing wac furnished via facsimile this
February,2015.
Zylo Marshall, Pro 5e
912 J St. #34
sacramento, ca 95814
9L6-247-7736
1 i Dayor
Date:J
il\i TFIE CIRCUTT COURT OI"' 'ffM 15T}T JUDICTALCIRCLTIT IN AI.{D FOR PAI}f.BEACHCOUNTY,FLoRTDA .: \ ,r
PROBATEDTVISIOII r'. \ , i \ \ 1t_1., r.,, D
.r I
FI RE: ESTATE Or AJ-LAN I{AYMES,Deccased.
I
ZYLO MAFS}{ALL
Petitioner,v.
LOIS M, HA,YMES, as PersonalRepresentative of tbe Estate ofAILA].I HAYMES" a::d CRAIG DOI{OFF,as Psrsonal Represontative of the Estate
of ALLANHAI*I'IES
Respcudents,
0.,BD4R.-GRAIY[tr{G rN4I, flAry4RY dWC-IflElIr ArymlrAt JupcllrENr Rlr4YoR.p{.REsloN,D,ENfE
TIIIS CAUSE came before the Courr on December 8, 2014 at fi:40 A.M., upon
Responde.nts, LOIS J. IIAYMES, as Personal Represeatative of the Esta:te of ALLA.N
HAYMES, and CRAIG DONOFF, as Persanal Rep'reseutative of the Estate of ALLAN
IIAYI\,IES' Motion for Summary Judgment agairst &e Petitioner,'ZYLQ MAISI{ALL. The
Court bas :eviewed the record, pleadings, affidavits and eriidence fiIEd therewith, the mesroranda
of law and case law authority submiued by *ouasci and the Pro 5e Potitioner, ha'/ing 6eard tbs
arguments of counsel and Pro Se Petitioner, aad otberqdse belnf fuUy advisedia the premises,
finds that ao malerial facts are in dispute and that the law supports eatry of Fiaal sumrnqry
J::dgment in favor of Respondents on all couats in that:
rHE COURT MAKES THESE FINDINGS OF FACI:
1. On May 30, 2003, Allan Haymes exesuled a Last Wiil and Testarnent in
conformity witb all formaliries r€quired under Florida law (the "2003 Will").
2, Ihe 20S3 Wiil is a pour-over will :rldch directs that all assels of the Decedent
Ailar }laymes should be Ieft to the Trustees of the Allaa Haymes Revoeabte Tnrst Agreemctrt,
which Allen Ha3rrres also executed on May 30, 2003 in conjunction with his execution of the
2003 wiIt.
3. On Jaauary' 3,20A9, the Deceden! Allan Haymes, executed another lsst wiii ard
testanaent in corfomity with all fomnalitim required under Elorida law (ihe *2009 Wili').
4. The 2009 \Mill was a psur over will, leaving all assets not specificaliy devised by
the Decedent, Allan Haltne$ m his thea existing Revocable Trmt
5. The 2003 and 2009 Wills are substantially simiiar in form aad disposidve effect;
aeitler Will nanres PetitionerZylo Marshall as a beneficiary.
BASED UPON TT{E FOREGOtr\{G, I"HE COL?T MAKES TI{E FOLLOqrINGCONCLUSI0I.IS OFLAIY:
1 . Petitioaer, Zylo Marshall lacks standing to proceed with his Petition to Revoke
the hobate sf Dwedcut, Allaa Haymes' 2009 Will.
2. Standing to purnre reyocation of a wili is reserved solely to "interested pcrsonst'
pursumt to $733.109 Florida Sta&rrss. See e.g., yeirhcirn v. Golden Po+d Assig[d Living
Facilitv,9O5 So. 2d1W2 (Fla- 5&DCA 2005).
3. An "intsresfed person" is defined as one who may reasoaably be expechd to be
affic1ed by the outcome ofthe proceeding, such as by haviega pecuniary stake i:r.the outcome of
the proceedings. Iie.lisL $?3 i.20i(23).
4. Becarse &e Petitioaer, Zyio Marshail cannot reasonabiy expect to be affecrH by
the outcoae of this matter, he is *ot an "interested person'o snd theref$re, Petitioner lacia
standing to proce*d, Se? In:rE Estpte o{.Coqkos. 947 Sa" Zd 1290 ffla 2d DC,A, 2007}; tn Re
Esrere of Leuis, 41i So. 2d 36s (FIL 4e DCA,1982).
ACCORDINGLY,IT IS ORDER"ED A]TD AI}JU}GED THAT:
1. Reepoadents, Lois Halm.es aad Craig Doaoff, as personal rcprcscntatives of the
estata of Allan Haymes' Motion for Final Summary Judgment is hereby GRSIITED.
2. Finai Srimmar,v Judgnent is hereby entered in favor of Respondents on a1l counts
of Petitiorer's Complaint
3. Finai Snmmary Judgmenl in this mattst does not affcct the Petitipner's right to
file a separats.actioa regarding &e Revocable Trust of Alan Ha3mes.
4. Petitioner, Zylo Marshail shetl take nothing by this actioa and Respoadents, I"ois
Halmes aod Craig Donoffshall go hence without day.
5. Respondents are entifledto recover the costs of this actiou Aom Pelitioner.
6. The Court reserves jurixiiction to determine t&e anount of costs to be awardEd ts
Respoadertsu and to effertain artd hear any timely flled motion for attomey's fe*s by
Respondents, to detsmrine entitlement snd amount of attomey's fees arryarded, if appropriate.
DONE AND ORDERED rn Chambers in Palm Beach Cormty, Fiorida, tr*;q6gFf "f_ ,7014.
*h\1-fr B-u'
.fl\{6:* , s,'f.j}R$l\-l . rt t'' r:l,iiiMARTIN Itr COLNtIL"' .*.rrr'iCircuit Court Judge ...- \$'l
'Ils*.Sacrarnento. CA 95814
Copies firnished to:Zyio nnarstall, Pm Se Petitione6 912 J Sueet, #34, Sacrarnento, CA 95d
zmhf ssoci+1gs@Yaboo.,qoPqKeuneth S, PoIIock, Esq., Shendelt & Pollock, ?,L.,27A0 )i'or& Mititary Trail, Suite l-50, BqcaRatono Fiorida 33a3 t kmf&shend4lpgJloc.k.cs$
WILL
OF
ALLANHAYT\{ES
r*.',L,\ ],i, ALLAI;}IAYMES, aresidentofanddorniciiedinPalm Beach Counq',Ilorid4declare
this to be my last lllill anci revoke all prior Wiils and Codicils.
ARTICLE I EXPENSES OF LAST ILLNESSAND FIJNEIdA,L
I direct the pa,vment of the expensss of my last illness and funcral.
AR ICLE 1I. GIFT OF HOUSEI.IOLI} A],,IDPERSONAL EFFECTS
Clause 1. SeBarqtq lUrltirg. I give all of my automobiles, household and
personal effecls, and odrer tangible perscnal propert-v of like naare, together *i& all propertv and casualrl,
insut ance thereon iud claims r.l{th resafil therelo, in accordance q'ith a rvrifien statement rvhich I may hare
prepared prior io my dealh in co:r{bmtify with Florida larv. &{y Persor:al Represenratives may a-csume rhat
no r.rriiten statement exists if none is tound within 30 days after admission of this \trrill to probate,
Ciause 2. Git to Wife. Except as olhenvise provided in ar:y such *rirren
statement, I give my autcmobiles, household arirl personal effects, and other tangible personal propeny
oflikenarure, together*'ithallpropert-vafldcasualtyinsurancetl:ereonanciclaimsvlithregardtherero,to
my u'ife, CAROL HAYL{ES.
-l-
Clause3,Cpntiqgentg!&toTrust,Exceptasottrerrviseprovidedforinarrysuch
qrirten starement relbned to in clarse 1 ofthis Arricle, and in the event my wife' cARoL ILAYMES' does
notsuniveme.I give suchpropery*totheTrusteestl:ensen'ingunderthe Agreemerrtof Trustreferred to
in Article IV of ihis Wili'
clause 4. includahleProoerrl'. Howeholdandpersonaleffectsandolher tangible
personalproperryoflikenatureshallnotincludecashorsecurities,andinrheer,cnlofanydoubtordispute
asra rvhichitems ofpersonalpropefiare disposedof bythisArticle' I give myPersonal Representatives
discretion to determine the property included herein'
ARTICLE 1II. PR'OVISIO}I FORTAXES
AII Federai, statc and other iaxes, including any interest or;xnaldes' payable because
ofml,deathwithrespectto propefty included inmy gross esate fort*x purposes ancl passing under this
will shallbe paidtotheexlenrandindremarurerprovidedin&eAgreementofTrustreferredtoinArticle
IY of this w-iil, as if such laxes were adminisrration expenses'
ARTICLE IV. DISPOSITION OI' RESIDUE
Subjectto the fbregoing,l give all the rest, residue a:tci remair-rderolm},'estate' real
aliil personal, io the Trusteesthenserting underthe AgreementofTrust ofwhichi am se*lorarrdTrustee'
rlatedtirisdaybutexecutedbelbrethlsWill,foradmirusu-ationanddistribution;xpartofkusrprincipaland
subjectto the terms and provisions of said agreement, including an'v alterations or amendments tl'rereto'
In an insrancewhere ashareolmJrestate$,ouldhe disu'ibuted to abeneficiaryof suchtrustu"hen received
b.v the frusteesn my Personal Representatives may make distributions directiy to such beneficiary'
ARTICLE V. PROTECTIVE TROVISIO}'I
l{o interest under this wiil. qhether in income or principal, shall be subjecr ro
anticipaiion, assignment, p1e dge, saie or Eansfer in any manner. No benefrciary shall anticipate, encumber
or charge srrch interest, nor shall ary such interest, whiie in the possession ofmy Personal Represenxatives,
be liabie for or subject to the debts, contracts, obligarions. liabiliries or rorrs ofany beneficiary,
ARTICLE VI, DISABITITY OF BEI{EFICIARY
Clause i, MyPersonalReprrsentativesin&eirdisqretionn:aydeterminethat a
beneficia4v hereiinderisphysicallyormentalil incapable ofproperlyusingarryprop€ry*orincon:e to rvhich
such individual is entitled.
Clause2. Ifa.rtl'beneficiaryhereunderisundertheageofTwenry.ftve(25) 1rars,
or puriuant to Ciau:e I here,tf has been determine d to be incapacitated, my Personal Representatives,
during said incapaeiry, or turtil such beneficiary artains the age of Twenty-Iive (25) years, as the case may
be, shall hold anypropertvorincorneto which suchindividualisentitled, N TRUS f, forsuch individual
andn:ayapplywithout rhe interuentionofaguardiaa all orpartofthe incorneand,/orprincipal thereolas
intheiropinionisnecessaryforthesupport,education,healthandmaintenanceofsuchindividual. The
receipis liornp*rsLril3 selected i;;,, ni'.'Pcrsonal R.epresentaiives lo receive and disbuise sucliprincipal or
income shall fuily discharge ml' Personal Represenralives lvith regard thereto.
ARTICLE VI'. SURVIVAL PROVISIO}J
inthe*r'entthatanvL,eneflciaryhereundershall iailtosrryiiemeby aperiodofatleast
sixtf i60J days, it shall be presumed that such beneficiary'predeceased me.
-3-i#,i,
ARTICLEvIIi. PowERSoFPERS0NALREPRESENT,{TIVES
Subjectto arr-,-specifrc directioninrhis lYiil and inadditionto the po*ers vested in
them bylaw and o&erprorisions of niy \Yill. all Personal Representatives servinghereunder at anytime
inadministeringmyestate shall hale the follorvingpowers, excrcisable intheirdiscretionruithourcourt
approval and effective unril actual distribution of all propert-v', Ifany pou'er, authority or discretion granted
fiduciaries hereunderbe csrntrued to deprive my'estateofthe maritai deductionotherrviseprovided for
irereunder$itharesultantincrease in Fcderal e:tatetaxes pa,vable, such porver' autlrority or discreuon' to
the extent it so adversely aftcgs the mariral cieduction, is null, void and inopemtive, provided howeYer, that
this direction sha.ll notrequiremy personal Represenatives to mal<e anyelecrion under section2056(bX7)
of the lnrenrai Revenrre Code'
Clause 1' Prorlertl'I{etentio4?ndInveslmerts'
(a)Nonvit}xandingtheprol"isionsofFloridasrarute$518.11,and
irs successors, or an3' other statute or rule regardirrg ilvestrfients by Personal Representatives &1d withOut
regardtorisk,produetiviry,gro*thofprincipaloranysiatuteorprinciplecfdiversification; toletainany
or all pi.op*rq,.; and to inve st in all ibmu of property e'ithout restricdon or limitaaon to iruestnenu auhorizeri
frrr Pcrso:'-ir1 I1 epre sentatit es'
(b)Ms,PersonaiRepresentatilesshailnothaveanyobligationtct
rent m] resiile*ce during the period of administration'
ciause 2, use gl:s!4istr. 'I'o hold shares ofstock or other securities in nomilee
regisradon fonn, includurg ihat ofa clearing corporation or depository, or in book enry form or unregistered
or in sucli other form as wili pass by delivery
-4-
Clause 3. DiffositionE[hBegry. Wiihregardto anypropefiyandforsuch prices
anduponsuchtermsastheydetermine:toexchangeorsellatpubiicorprivatesale;toleaseforary"period
oftime, even though the rsrm may exrend beyondthe conslusion olthe administration of my estate; and
to give options for any such sales, exchangss or leases'
Clause.1. Bonorv&BUan$ llEdgeP-Ippstn. To borrorvmonsytiorn any
person, including any Persora!Repres€ntative' and inconnection iherervith, to moflgage orpiedge any
property.
Clause 5. Coryllor:riseCjaim:aneil,{ekeDjsclaimers. 'locompmmiscany claim
or contrclversl,and to make and file ,Jisclainrers for rne or my eslate without Court a*thorization.
Clause 6. Aba:dsg]gs$ o:!.Propeay" Ttl abandon arry propcnl.for an!, reason
my Personal Representatives deern proper.
, Clause 7. Disrributipn. Todistributepropeqv,includingincomeorprincipal, in
cash androrinkind..and to allocarespecific assetsamongthe beneficiarieshereundcrin suchpropoilions
as rny Persoiral Represet:tatives think best.
Clause 8. Egiplgffnesgf0fhefs. To engage aftoile:'s, accounlgnts, custodians,
inl.estr€$ counsei a::.i oil:e r pcr:ons ;r^t tit*y deem advisable in the administatron ofmy estate artd to make
payment therefor as they detcrminc'
Clause9' ApIro4io.nrnents.
(a) To allocate receipts, income, expenses &td disbursemenls to
principal or income, or pafil1, to each, as my Personal Representatives, oiher than a Personal Representative
havi*ga beneficial interest in anysuch ailocation, at any time and me to time, in theirdiscretion may
determine, or othersise in accord riitli applicable law, and this pou'er to allocate shaii include, but not be
limited to, stock, extraordinary and liquidating dividends, premiums and discounts on investmenrs,
compensation for professienal and other personal serv ices, and gain or loss on disposirion ofassets; and
(b) Toallocaredepreciationand imortizarionexpens€s: includkg
such expensestalien byapannership alrning depreciabie assets, to income orprincipai, orpa*lyto each,
a.ndtotheestentsuchai*:cationismadeioprincipai,myPersonalRepresentativcsare djrectedtoestabiish
and to fi-rnd a reserve equal to suchprincipal allocatinn, which shail be added to and made a part of
principal.
Clause I0. Eteqtio.nsBelatinglB la:m.I'tbt*ithsundingthtaddition*itax burdens
may result, or that the size of the gifi or interest passing to any beneficiary or trust may be affected by
increased raxes payable as a result of the exercise or nonexercise of an1'of the foliowing porvers:
(a) To electaltemate valuationofmyestate ulder Section2032 of
the hrternal Revenue Code sr any similar provision;
(b) To elect pursuar:t to Section 2ti56tb)(7) ofthe lntemal Revenue
Cade to hal'e propeny consiitute quaiified terminable interesl propenl;
(.c) Ii:;rllocate any federai exernprion fiom the federal generation
skipping transfbr rax to any praperty rvith rcsp*ct to rvhich I am the transferor for puqposes ofsaid tax
(ufietherornotsuchFrope*,1'is inciuded ir:myprobateestate) arrdto exclude any such properry*fom such
ullaqation:
{d} To join uirh my r.r.iib, CAROL HAYM}:S, in fr ling Federal, State
and Local income and other tax rellrrils for ali years; and
-6-
(e) To ccnsent tlr having gifts made by my rrfe, L'.AROL HAYI\,{ES,
considered as having been made one-half by each of us for Federal gift tax pqposes.
Clause I i , Oodonal Trq4,t{rre4 o;[Peduplig$s. To exercise any option provided
bf iawro treatadministration orother expenses. rvhetherpaid fromprincipal or from income, as iterns of
deductioeon either:he inconle tarrefi"trns oreslatet&x renlms, uith*ut requiringreimbupementofprincipal
for any resulting increase in esnle t&i, provided, however, that if any Personal Rcpresentati\ es are not
beneliciaries, such Perscnal Represenutives shall be solelyresponsibie for such decision to exercise this
pol1er.
Clarrse 12, ExccUtiosgftrgsgssgsts. Toexecuteanddelir,eranyandall deumenx
and inslruments rvhich they in their discretion tnaY deem advisable '
Clause lJ. GeneratAuthoritv:. Toperfomrallacrs,irsritute suchproceedings and
exerciseall rights a:td privileges, althougir nox herein specifi.cal.lymentioned, uith relatio*to anyprcpn)'?
as if the absolute orl'ners rhereof.
Clause 14. LirnitatioqO+Fowers. lnadditiontootherlimiutionsonthe powers
ofPersonal Represeniarives contained in this Will, no provision in this Will shallbeconstued to pennit a
Perso::ai Reprcsentarive to take piut in any discretionary decisiort to distributc income eir principal ro or
for rhe benefit ofa beneficiar-1 in satisfaction ofany legai oblig*tion ofsuch Personal Representative to
support such heneficiarl'.
C lause I 5 . Wirhdgru,el Aurhgrit'. Upon unauin:ous uritten agreement, my- Pemonal
Representatives may authorize an1. oneormore thanone ofthepersonal representatives to sigltchecks and
-7-
other irxr.rments to make rvi*rdrauals from any checking, savings, mone, market, bmkerage or otler accatttrt
ARTICLED(. APPOT.T{TMENT OF PERSONALREPRESENTATIYES
Clause i . .{ppointment gfPersonal RqprpERtativg. i appoint my trite. CAROL
K{YME S, Personal Representative of this \Yi li .
Clause 2. $ue$Fssor Per.spnal RepreseBtativqt. Sliould my rvife, CAROL
ltA\lvIES, failtoqualif orceaseto acrasPersonalRepresenta[vei iappointmynephew, hIARKERTES,
ro senze in her place.
Clause3. $iaiyergfSecuritv, ]rioPersonaiRepresentative shallberequired to
give bond or fun"rish sureties ir: any jurisdietion.
Clause 4. Transscrioirs *'ith Relaied Persons gI Er:tiries, ir'fy Personai
Representalil.es ma) enter into any contract or other ttansaclion r*ith anl e ntity m $hich any one or more
ofrhem ha-s any interest as a proprieior, fiduciary, beneficiary', emplotee, parmer, stockholder, director or
officer.
Ciause5. Resrmnsibiliq,vefP-.e.f-sonal$sp1e$il1altlgt. NoPersonal I{eprescnradre
shail |ave any liabilir:*excepi ibr his orher orw dishonesty, gross negligence, cr the u'illful commission of
an act knoilx by hir,r or her to be a hreach of fust'
ARTICI,EX CONSTRUCTIO}I
Ciause l. As used herein, rvherEver lhe context iequires or permils,
thc gender and number ofrr,ads shall be interchangeable; Leneficiaries shall include legarees and devisees;
-8-
,,disoretion,'' uniess otherwise expresslylimiredherein, shall mean &e sole andabsoluteright, porverand
authoritl' to make a detennination r.vhich shall not be subject to questian by any person and shall be
conclusive and binding on all persons; and no anti-lapse or other statute regarding devolution ofproper&-
shall appli,10 any gift hereunder which is conditioned upon surviv'al of rhe beneticiaq'of sueh gift'
Clause 2. AilheadingsprecedingrhetextofttreseveralArticles, Clauses and
Sub-pamgraphs hereofare inserted solely fcr reference and shall not constitute a part ofth"is 1'!'iil, nor aflect
i.ts meaning, conslr*ction nr eifect.
IN WITNtrSS WHEREOF, I, ALLAF; HAYVIES, have set mv hand and scai to this. my
lastWillcansisdngofnine(9)pages,g,i' 7"P Aayof
SIGNEI], SEALED. PUBLISHED and IIECLARED by ALLAN IiAYME$"Iestator', as and for
'is l_ast lViil and.i-estar:re*r, in the prcsence of us. rr'ho, at his request, in lus pre sence and in the piessnce
-9-
. Tua Thousand Three (2003 ).
ztLLAN HAI'I'IES
STATE OF FLORIDA
COLIITY OF PALlvl BEACH
F:DOC\CLIENTS*'laSmcs EP'Iic u r {J!':r \t :': Ai1}n'$}*d!:f+ Trmr&e B Malsey
t"ryj3,:ru;,*"r';;,
))SS:)
i, ALLAN HAlAnEs,declaretothEoficerrakingmyackno*'ledgmentofthisinsrumeni,
andtothesubscribinglvitnesses,thatlsignedthisinstrumentasmyrviil'
ve, €/t izc,,p.'r(',qtr*un* C!'*s+i"*'${ "hil'havebeen srvomb'v
the officer signing be lort, and declare to that officer on our oarhs that ALLAN HAY-fulEs declared the
ifisrrument to be his rvill arid signed it in oru presence and that we each signed the insrrumen! as a rtit]ress
in tire presence of ,'\ILAN HAYkIES and o1'each other
Acknorvledgerj and subscribe d before nre by the Testator, ALLAN rIAla,IES' rvho is
perlf$jf&nol\ntomeorrvhohasproduced -' '' -asidentification'aad
srvomloandsubscribedbelbremebyth ewitnesses, - {f t tn fr';:.'' . fSeE&-
rllto is persggLil*grolt'rl to me or *'ho his produced
identificafion and t trho is pc$ggg}lt$o1lr] to me or r'vho has
produced as identification, and subscribed by me in the presence
of i\i,LAN llAYllES anii d:e subscribing uiinesscs' all on 2rl13.
My Commission exPires:
u--z' / /
ljr"
I-A,$T WIIL AI{D TESTAIVIENT
or L*$* -:ALLAN.H$viffiq
I,ALIJN}IAYME$,domiciledinPalmBsgtrCounty,Flurida,domake,publiehartd
dedetrethismylast$JiIlandTltama*,herebyrwokinganddecladngnrrllandvoidany
ard alt Witls and Codidts by:ne at any tine heretofore made'
ArtirJe I
I dbect my Pereonal Representative to Pay my legally srforceable debts' the
€{p€''sesofmylastill'ss,rnyfuderatexperrsesandestateadrninigtrationexp€n.ts.ArdclP$
I deyise certain ite;s* of tansible persorul groperty in accordance with a writgt
slatementwhic}tlshallhavep,reparedplrlortomydeathtncgnforrritywithrtoddalaw.
&*icleItr
Igiveandbeqrreathallmyiewelry,automobiles,clothinga:rdotherperconal&cts,
as well ae all hou'eftdd goods and equipnecrtruhich I may own' whichhave not been
oth€r$ri8e dieposed of by the aforesaid written statement' to my daughter' Iols M'
HAYMES.
Imakenoprovisionformygrandsor',aft"oMAR.9IIALL,fotreasorrsbestlnown
to me.
Ar8cb,ry
Ifanybenefldarrhereunderstrallcontesttheprobateorvaltdityoft}ris}YflI,orarty
provisiorrttereof,o:ehallinstifiItearioininanypmceedingtocontgtttrcvalidityoft}ts
*1bALI.AN}IAYMES
HAYOOOOTl
WrIL or to prevent any provision thereof ftom being caITid out in accotdance with its
terrre (regardlss of whether or not suqh Proceedingp are lutiUled in good faith and with
probable catse), then all beneflta provided for zuch beneficiary are revoked'
ArtisteV
I dired that all etate taxe* of anynature, togttl€rwith all property reguired to be
included in my ttros$ e8taie, or ta:cable tp any Psrsom receivin6 it under the provisiorrs of
8ny presEnt laws, regardless of whether that p'roP€rty peeea under or oubide of the li{riu
e a codldl to it, or whether tlro*e taxer are payable by eate ot by any recipient or
beneficiary of any such propenty, shail be pai4 bI my Fersornl Representative and the
Tmgtee 8rd€r that cerfainTrust Agrenrrent referred toin 6ds l'Vill, out of the corpus of the
Tn:stB*htehetd urder that Tru8t Agrc$ne$t, withns rightof reirurbursementfrom any
recipiertorberEliciaryofanyzuclrpaopertyolanytemPomqyorregralndeJinterest.
ArticleYI
Theresidueofmyeshte,Igive,deviseandbequeathtomytherractingTn:stee
gnder that certain Tru*t Agreemerrt dated the 30th day of May' 2003' (ar may be Ertended
&om time totinelexeeutedby me, pdor to tlre oxeordon of trieLastWill andTestamer*'
6aid dgeise and bequeet shall be added to the pineipal of the aforcaid Truet' to be lreld
and dfsdb,uted as though an ariginal part thereof'
.*eticlsVII
ln addition to thm Po$rer6 granted Personai Bepresertative under t}e Florida
Statutes, I give my Peraorral Eepre*entathre Power to invest in bold8, gto*8, note8, or other
pro,perty, lea*, borrow, eelI or e*chan6e all Or any part Of my estate' real or pereonal for
;ffi-nes,resz
HAY000012
su*h pricee and upon such tensrs as sty Pefeonal Reptesentative deems Plop€r; to
compromise, contet, proemute ot abarrdon r.hims in lavor of or agairut gly $tatei to
di$tsibute incsne and principal in cash or ill kind, or PaItIy in each' and to allocaa or
distributeurdividdinterestsordiffelsltassetsordisp'roportionateintesests ina'se6and
no action taken by rny ?ersonal Rspreserrtative grnsuarrt to this power ehall be su$ect to
quertionhyr*ybeflefi'ci8ly'TheforegoingPowersshallbeo<ercis€dbymyFEreonal
Bepreser*ative witlmut authsization hy any court'
erFcleYH
Iappaintmy'daughter,LoEM.HAYMEsarrdmyattorrre},CxA]GDoNoFF,as
co-Personal Represenhtives of this my Last wiu and TestEst€nt' I direct tlnt tle Personal
Begreserrbtive and aubstiarte or succssor Peraonal Rep'reserrtative ahall seme rriihout
bond andsecuritY.
IN }\TITNESS WHBRBOF, I hereunto sigrr my nane' and publish ard declare tfiis
o be my last Y'{iIi and TeeAment in the iresemce of the persons wiAreosing it at my reryrest
;iffi-{tu-n -,ALLAN}trAYliTE8
S'TATEOFYISBTDA ))se.:
COI'NTYOF PALMBEAC}q
L ALLAN HAYlvffS, dedare to the ry. taking my a&towledgment of tlfe
krstrunrent, and to ttre eubecribing w*ness€E' this instrum€nt ae mY will.
ALTAN HA
5,[S0.Qlade* Rd. - **itgiglEocaSstonl["33'S-4
6100.Glades BJL. SutB.3O1BocaRatpn.HLB{S*Witneas
residing at
HAY000013
gIATB OF FTORIDA
COI]NTY OF P
t*ved"nnn'om
by the offil -tirhl otricer
'.1.3t :,"e" Y t}:*l:1aig.*C tlr" lngtrum&rt to Ue ttr{tcstato,t'e Will arui signed it in firr P'regence andttrat we
- ----eadrsignedtreinstruomtasaeritneas krthe presenceof tleTestatorand of eacho&er'
STAIEOFFLORIDA ))s
colINTY OFPALMBEACH)
Acfrrowledged and subssi-bed and sr rort before rrre bY tlre Teetatcrr, ATLAN
IIAYMES, who is aa
identificadsr, and bY srtd
witnesses, who gre knowntome,
))s
-
This docusrerrt PrePared bY:
CraigDuro$,P'A'eiOO Claaes Roa4 Suite 30L
Boca Rabn, W *3d,34
HAY000014
wRrtIF{ fl.rA1E}mrf
I heeby make this written eBte$Hnt or ust, in rccordaree with Flsida statute+ section
732.515,todlsps6gs1*mgit{epes*ftAlp$Psd'notot}tgwi5e5Ptriflcat}ydisposedof fu
*y t "tWilt
and Testarnen*, as follows:
1. Igive{*ome of berdiciarY}*
residing{address of belrsfi dar}r)
the following article;(deocribe iteut)
2" I give*.
residingiaaOneas of bemefieia:Y)
the following(dffiibeitem)
3. I gtue to'
reaidingfiUat"o of bendiciarY)
thefollolringarHde:,-.-''-{der<ribe iterrr)
4. I give
reeiding
(narrre of benediciarY)
luaOou* of beneficia*y!
thefollst'rinB *H"1".
Dated thi6
-
daY of
{eiEnature}
HAY00,0015
subjectDonoflTHaymes adv Marshall- Document for your Review- seth Ellis Pourover willproir : Matt Tomincasa (matt@shendellpollock'com)
To: zhmassociates@Yahoo'com;
The 12/2O06 Will attached, like the 1/2*A9 and 10/2005 will' is a poufover witl which leaves
Allan Haymes' estate ;irl, f*rt. As the terms and practical-effeet ofthis will are essentially
idenrical to borh rt, iiioog witt ut issue in this matter as well as the 10/2005 will, there is no
significant change in the status of this matter based on this document' Notwithstanding' we
would like to ensure we highlight the existence of this document pt v'u T ft *":1{.be subject to
a Dependent Relative Revication urgu**nl in the event that Mr' Haltnes' current will is
successfullY overtumed.
Thank you,
Matthew A. Tornincesa' Esq'
Shendell & Pollock
2700 N. MilitarY Trail
Suite 150
Lesr Wru,AND Tnsraruaxr or
r>{. 1+i
PreP*red hY
Seth E. Ellisr P.A.
23S5 Executiv* Center llrive, Suite I90Bo*a Rrton, Florida 33431
(56r) 98&oo7s
Synopsir of LastWi[ and Tcrt*nent of Allrn Haymer
This abbtwiated summsty is fot convenience anly and should not be telied apon in
irrterpreti*g the Wilt The' Yilt' contains otii tWifr'*t ptovisiow nat desqibed in this
surnil$y.
fuiiele I $awtylidentifies family merubets and refercnces
Artiple 2 (Treatment o! Bodily -Re.mains) directs that upol your death' yorn bodily
remains be cremated;A ;#;isd md tiai yor" ashes be disbursed over the grave of
your deceased wife, Carol
*{rtic'lc3{spectfreGtfisaJTangible.Pe,rsowlhoperty}give,stangibtepgt.soralpropedyas specified io * ,"puiut" ;id"g ryd q-":s all yoru
'em6ning tangible pe'sonal prope#y'
includirg tuiaiaq,€,'dffi; n"oi-frirfr, ;+"; vehicfts, ilott'ine, ieweLv' and
;;;""tl"-*;t ti,o* of yoru childres who suvive vou'
Artiele 4 {Re*iduay Estate}gives yoru residuary estate to &e tustee of yotu revocable
tust fol administration under its telms
adi*Ie5{Appoint*entaJ?ersonolReptesentative}mmt$LoIsMHAYMESasyoulpersonat n pr*nou?i""*i';ffid*'f* ;tt*;* No Personal Replesentative is
required to Post bond
Articlo 6 {survival Provkiaw)rcquires a bsneficiffy to survive by 90 days to receive his
or her devise
Article?(Paymenrsolobltgatians,Extenses,andTmes}providesdirectionstoyol.Epersomi Representariii r.g*ti"g pu,**i of A*Ut*, admirishation sx,€ases' and estate
taxes &om p* i"to ,irrIt*tl vo* rl*ii.iry *.t"t" is to pay any ta:(es not paid by
the tust
Articls. s {Fiduciwy Powets} sants broad powers to the Personal Rqlrese,ttative to
?ffiud*ioisradon of Yow estate'
Articleg{TmElecttons}dil,rytsyorrl?emonalReprese,lrtativetomakefdemlestateaadcensration-skipping't*'"Gti"ts us itstusted Ui ttre &ustee o{ your Revocable Trust
lgarding tansfets under that tust
Art,icle. 10 {Transactiow with oths Entities) provides general instluctions for
i"J-rp:;.6rka uppritutien oI the tuas o{'vou'will
Articklr{trfiSeellaneousPtavisioal)includesdefinitionsandothermiscellaneousprovisiotts
m#l#t-*ttArl#sSm$S Erlil'PA
23t5 EJCfUTTVE CENIERDRIYE, StnIE I90-* *---
EocrRamr'i FLoRDA 33431('61)9tf{075
TABLE OT COIYTENTS
1
ARIICLE 1 FEUNY
ARIICLE2
Anrrcrr33rt)̂,L
33
ARIICLE4
AerELs5
ARIICLE6
Anrtcl"eT7t4nth
Anrrcr"e I8"1
82
8'3
8.4
85
8.6
IREATMEi\{I OT BODILY REMAINS
$pecrr Grrs or f eNcrsrn PeRsoNeL PRorrxrv
Separate List for langible Personel kopetty ' '
Othel Gifts "
SPecial Ierms " '
Rsspu*nY Esrarn
APPOTNIIT,GNI OF FERSONAL REPRESE.NIAIIVE
SunvrvAt Pnovtslolts
PevrncNrs or oruoermNs' ExprNsns' AND TAIcES
Obligations
Expenses and fa:res
F:DUCIARYPOITIERS ' "
l5rPe of Assets
Odginat As#ts
T angibte Pelssnal ProPgtty
Specific seculities ' '
FroPe*Yfransactions " "'BorrowMoneY
,l
Itt
.1
.}
z
1
?
I
{
" .3
,*., *"!
"{4
SE?HE ETT,$.PA
2rr5 ErECInJVScrrirSn DEnrr' sl.,lrE I90
- {361}t$&{fi5
I 7 Maitaain Assets
I I Advisors
I I Indire'ct Distibutions ' '
8,10 Non-ProRctaDisBibution
811 Nomisee
I t2 Custodiau
8,13 $ettle Claims ' ' '
8 14 CorPorate Rights
8.15 PartnostriPlnterests
S 16 Self-Dealing
8 1? Eleotions
S 18 Qualilied ProPertY '
I 19 ExPenses
S 20 Tetminate Small frusts '
8-21 Atlocations to lnter6$t and Principal
822 Use of Income
S.2j Sever or 'Ioin flusts
824 Consolidated Funds
8.25 Valuations
I26 IncolPoration
827 Delegation
S 28 Advances
8?g Inveshueat Manager ' '
S 30 DePreciation ' '
8,i1 Disclaim Assets or Powers '
I 32 Transfer Situs
I 33 Related Partie*
*,14 Additional Powers for Income-Producing Real Estate
ARIICI,Eg TAXELECITONS
*4
5.
s
;5
fr,
6
6,E
(g
7.7
Z
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$EIilE E't'l'Ir$'FA
2385Exrcr.rmffiffiItiI{s6l)ess4o7s
2
$ffiH-Mt*-HrvMne
LAST WILL AFTD IESTAIT{ENT OF
ALLAI$ IIAYMES
I, ALLAN IIAYME$, a rcsidBnt of l*l]l Beach County, Florida, revoke all prior Wills
;Jp-;lt-t ** roflo*ing as mv Last will and Testamer*'
Tffi:?'
I am not maflied. I am a citizen of the united states I have one ehild' named LOIS M'
HAYMES, and one J*.*ur"a child, nameJpmusn HAY1VIES IIOOPE& who was
siuvived by zylo #Ans,*An ;fi,,r;RrAI{ ITAYME* MARsIrAtt' Refnences
to ,,ilry children' *"* *y children ou*"J uUoo", as well as any otha child'en of mine
boln or adopted urcrf" J*J*ion of this *iil; reference$ to "my descsndants" mean my
children and their descendants
AnrtclP2TREAIMENT OT SO}ILY BEMAINS
Uponrnydgalh,itigmywishan{fsirsthatmybodityremainsbEcrEmaledandnotburied Upon the ,rrrri,ior, oi*y body,I direst that my i'eisonal Represvntative and my
Health Care Surrog;;;;-h;t *y *r,o *" disb,rsed ovet the grave of my deceased
wrfe, .cARoL A- ;;ffis, Gi.r, *-Gut*o at sharon ffardens cemetery' 273
fof""i"* Avenrren Yalhalla, NY 10595
ARITCLS3
SPECIFIC GTTTS OT TANGMI'S PER'gONAL PROPERIY
I make the following gifts:
S.lsepatateListforTangiblePersonolPropertylmaymakegiftso{tangible personal p,iffi qy ryeaqlof one or mole sspilate written lists Tr: be
effective, a ssparare ii*I *i" 6" signed by me, and must if"tify the items and persons to
reeeive them with .**onuUf, ""riinty. If td; is a conflicq I confirm the gift of &at
item made inttre *j;;**1 Est Mi Po*nur Representative will aot be bound by any
written list pr*a**a*-Ji:r**tra more than ta,o months after mv death
Sj-othcr'Giftslgiveatlmyremainiagtangiblepeisonalplopertynotgivenby other provisions ; ,il- alti"tr, inciuding fiuniture, household ftunishings, motot
vehicles, clothing, i**"fty' *O g{ry'"f "ff;tts (toggtler with all insurance on thos€
irems), to LOIS M ;IAYiTIES;ii ftuioe;'otfi;i*; tfiis bequest sholt lapse and sball be
added to the residue
I}j,'ffil**---HAv,",EsSETHE Et16'PA
2385 ExscunvECEHIER D*Iv& SUiIE 190
Eoe'r RATaN, FLoiloA 33431(J6l)'8$'0075
33$pei*lTetmsAllgiftsoftarrgiblepeffionalpropCItyundertlrisa*icle*. uut'j*t to thi followfurg canditions
(a) rru*tforMinor*' Jf*Iry:1i1r1;l;*ff::i*;::-fri'o;trffi:."# XX"re tmf*,:m ilffr H",ff t'[x;;;;; cause alr sI
any part of that *n*Jli't ,;$9-1jo ,t "
**nciarv or to anv adult having c,stodv
of tbs bemeficiary *r,**r* the rrustee dffi ,rp*pu1e;.ryi4 *a t* proceeds used
for the benefit otn" f,**ef;,*i *ru .10 t'ilt;J-a" added to the share o{'mv estate to
be held ir uusr a, ,t?u"i"iliJry; ", air*iliiJ-t'r*"J"" u*r''* of the beneficiarv bv
ay f ersonat RePresentative
(b}Dfui*ionbyPersomlRepruentative,Ifthepelsotrsentitledtothese items caonot a$ce upox u Airr"r.*Tthffii.;;U* un"' *y d"ath' my Personal
Reprcsentative shall-divide ttrese ite.ms ir, iis discretion *o"t those persons' and tSat
di;;i;" will be conclusive and binding
(c}DelfueryExpersesAllexpensesofstorage(beforedisuibution),packin& shipping, irrrl*"r,"oelivery, *i;t#';o*!1."
-u'Ia nt****y charges in
ai*ituni,rg a""" itemJili*"; puid; ;;.p# of admiaistation of mv estate'
*"-,fli$[ol''n"
IeiveallmyResiduaryEstatetothe.ryls,€frvl*ghu$teegfttrerrustAgeementofAllanriuy*r, dated May 3b, 2003, u"
"*"*alf, t"T;out*d -on.octobet
20' 2005' and as
asrended oro restatea';&;;ril" ,h" #ffi";i trris wiu (referred to in this wilt as
nmv Revocable Tru#'1, u-r',1*o1v3o1'll"#''il--*".pd aflet the execution of this
Wiil, for rO*l"irrrtiii ood* iqtuys, iilll Utn *J]at fiurt is ineffective for any
teasoB, I give til *i'-ii*iduatv E*t? * Lt ""Ltt-?I rI Re"ocable Trust upon the
snme t'rns *o *nilrili"';" dt'il; *#;;;; *rf* I incorporate those tu,ms
by refereuce, o* #ilil#il& of tbis contingent sift
Anrrct'c5APPOINIIUENI OT T'ERSOI{II, BSTBSSEN I AIIYE
I#ffil*?s; ffi t$t :ffi "ilffirffiH; H$' ;Jtr' x"''H:'$;personal n*pro*offi]"a-r*"i*r.il;;;,rve .wilr G entitled tg ryasonable
compensation , #* i* "" r"i*""r'il;t;;;;u" be
"quired to post bond or ather
securitY.
sErHE Erl,ts'P&
,"t"r(*,m:1x$,nmllifi(561)'8l4s7$$ffikM**-HAYldEs
ARrrcr'r 6
Sunvlvar'PBoYIsroNs
If any boneficiary is required ': :*111::* o' anoths pe$on to receive a disuibution'
and if the bonsficiarv does ryt.lryvive ;; ;; O* otnit q"1son bv 90 dayts' or if that
beneficiary cannot Ur'f*rt"a *ithin one &"-#' *; d"-ih desoite teasonable attsmpts
by my peisonal n*pr*ifrtir* to locale ,ffi;;;6.i,"" th" beneficiarv rvill' be treated
; fi*t ;h- died Lsforc me or thatother person'
Asrtcu ?
PAYMf,NIS OT OBI,IGAIION$, EXTEN$ES, AND TA,ffi S
MyPetssnalRepresentativEshallpayallolmyobligatiorn,sxpsB$eslandtaxesasfollows:
T.lobligation*ldirectttratmylegatlyenfotceableobligetion*(exce,ptthose secursd uy mortgages or other ##d' ;il;*") be paid ilr thc ordor and
maursr Prescribed bY law
12 Erylenses and Tares' The tetrrr "exlleitse$" includes all estate
tansmission or managemexrt "iry:--"t *y p'oUutt "*f and all casts of'my last
illne*s and firneral; ttJt*r* "estate **J""iti all state a1d federal estale' inhelitanc€'
or fiassfer ,*** piliii--;, ,**r, ori #ffi; the ge,eration-skipping
transfet tax on *,Tiffi' *'-#*"q bythe exprcss terms J{ tfris Wnt Iather than by
disclaimer), pfu* uJ rifut"i intergt ffi;;ilt* utniU"aUfe to these taxes' but
excluding any ottrer gs-ner3lion'sxi1{1g ffi;tl ; dircct thst all ercpvnscs of mv estate and
Ji-*tu,*1*iscua,ga'*itr,,",p.il.11ffib'd*S,fliHffi ffi iif ffi [:d#ifn:m'X$'$'Hlt$ "ff'lJt:'ffi;i3j
s r I *a o*ii'* se'tion 73 8 20r (2xc)
of the Florida Statitcs For these n***t I-incolPorut" UV refetence the tax
*r*******t***;i*";rilT'ffi,i*LH#ffi $
appoltionment, excapt to rhe extent prorrii"iT*ily n."*"ui* n*t as to nonprobate and
nontaxable sssgts
*,'ffiTiH"X**
I stant to my Personal Representative..and the rlustee. (collectively refelted to as "the
Filuciary") rru p"Ift' J,5J gqy Yi;Fpytf ilil estate rhe Fiduciav mav
exercise tnese powl[ i-ioip""a*tiy.*d iliuiuita* appto]8l of'anv *orut' No-person
dealins with the Ffi;tuilrrJ inq,ii,.;;',fi"p'pir "t *v of iti actions or into the
application of TI fir#;';;ets. The r*.,"t"i rhull, hoot'o' exercise all powers in a
fiduciarv *pu*"v'ilJ G be't il}**J?I-# *'i*ft:t ot' *v estate' wbieh for
purFosss of rhis *f,*f**i*"i"Oo *, Jrrf ;;d-io tfris WiU Wittrot't limiting the
$-IflE ETTI$'P A
asnsExPcu*wcilffiH$i:tt56t)9iE-0075
*r*rrsLi*, w", ;6-m* oF AI I AN H^YMls
rcnemlityoftheforegoing,theFiduefry.ispventhefotlowtngdisuetiongypowsrsmIaditiooio any other powels confened hy taw:
s,lTypcofAsssB.Exceptasofhellvi*pr.ovide{tothecontaly,taholdtuirits uuinvested f", ;;-p-tirdr;ar;til;y a;* prudent, aad to invest in any
sssetstheFiduciaryd;'A"isableevBnttt"t'gf*"tn-yarcnotlechnicallyrecogniredorspecifically listed in #;.1fi;l.grl lirt ,'; ;;tmt r"il*iulitv for depreciation ot loss
on acsount of those ;;J;{ o, becsuss those iivestments are non-productivs' a$
ilrrfidr- FiduciarY actsin gPod thith'
E2originalAca0ts.Exceptasothelltli$epovide.ftotheconfiarf,,t0r€tainthe original a*sers it ,#i"* Or * tgog ; i, d.;;t best, md to dispose of'tho$ assets
wtren it deems dri*li;;ut'* *'ot'sh ;# ;;il;; of'their it'ata't"' or lack of
diversificarion, *rrdH;;;; J.ri*i*c i*ptopo investrrrents fol tbs Fiduciarv
8.3 Tangible Persoual froperty Io' yceivl 1d hold tan$ble personal
property; to qav ", ;fiti" [o* p*y'ne-tt;*gt *d TsT--T;1'charges
for such prropefiy;
and to pelmfi any #neficiaries to *" ,*t prop{ty- either the Fiduciary ot
beneficiaries incurring any liability fot **' -t"i'
a"d outol"seence of the propetty
E.4Specificsecurities.Joinvestinasse.ts,secrrrities,olinter,estsinsecurities of any *r,il, ;};ilG 1*r,u"y, i#iti*;P"a,*rcs., options' tufuces' preciotts
metalsn currc,rcies, ;ri il"ffi;r,];-*a'tild,-;;Gtt Tl i' mutual or investrneid
tuirds, inctuding *;;; ilr-*airn-,tr riffi^? ;;;-.fftliats petfotms services fot
odditionat fess, r*hfr; as custodian' O"*f"t "i-"f investment advisot or othsrwtse' or
in securities drs*ibuted, urderwritten,;i;ffi- 6' tr," riao"i*y * by syndicates of
which it is a member; to tade- * "r"oii-*r-**sm ssct)unts (whether secured or
uusecrued); and'to eiA;- **t* of rny estate for thet pwpose
8,5Prup*rtyTranractlons-.robuy,sell'pledge'excha$gle,orleaseanyrcalor personal p*p"i eiui'rv * p'i"t"rv'it':iJii[;-it''*itrto"i**t appuval *nd
uoon ttre ,oo,, *d fi#;il iri tnJ'nlr.Av A*t- advisable; to u,(ecute de€ds'
liascs, conraats, biils of sale, nores, *"r;'*;;, Jditirstuments' and oths written
in$,me*ts, n. u}*a.i *ljrpory ot.u,,r-'&t t pnso4 p*pu'ty io IV el3tlwhich
has rittle o, oo *o*rury or usou y*Jlffi;;[frt"-.trnl tun*iaris or their leeal
re,r€sentatives; to ffi;* [pui" t"#;;bdili*; '"d vacate
'ny plop$tv; t9 elect'
ulier or demolish builbinss; to aajust Uorlaai;; ft; sl"se easements' ttstrictions'
aad coveuanr. * tfr* iiari"i*y ry9s tit .fiilJ;tll ; valid and binding for its tu.l term
frirl:rl*i-,e- bevond &e ftll druation of mv estate
&6 Bontw ltloney' t1 bouow msnsy -fr't*' aEY soulc€ (including &e
Fidrpiary in its notrfid*i*y "upu"itylriir**i*t-tA.lttf'*t' and to sec.oe tle loan
r.6"rtiqrty *o'tiugu o' oth"' security interest
SEIHE. ETTls'PA
zltser*",'*cgffiffi1frt56t)9E64075
.*rr**@i*l'd;;*f m'.*to*f"'P*r'nss
g.T lilaintrir Acacts To expeird whatever fimd$ it daems propr-for the
prmelvaliou maintenaoce, ol improve.ment of assets rhe Fiduciary in it$ discretior may
el€ct atry options o, ,*ttiu**t* or exsrcise any rights-undet sll insuranct policie* tl*t it
holds, However, ""'A;*dt ,"f,o it the insrned of any insurance Poficy held i* my
astaDe may exerciss any rights or have- a*v incidgnts of' onmership urith rcspect to &e
polisy, including A*fr*.it, ;;r.g; the fieaeficiary, to sune$d$ or sancel the policy'
i" ,.iigr tUe p;'trcy, io i"uofr. any assignment, to pledge &" polly for a loan, ot to
obtain from the i*s,*r-" i"* ug"intt thisurre,rdet'value of the po-licy AII such Powst
is to be exflsis€d *f* ty rhi rerr*ining Fiducinry, if :*{, oi if nooe, bv a spwial
i;ra*i*y.pf"ir*"4 fot ttat p*pos e by acourt having iuridiction
S.SAdvisoreToemployandcompensate.attgqers,a0countants,.advisors,fimrsial consultaotq m.urage{s, ag€rlts, aad assistants (including any individuslor eatity
who provides investmenl advisoly ol matr€*mefi sscYices, or who furnishes
professional assistanc; in makiag inveryments f"tLV estate) q'ithout liability for any act
of those person$ if they are sslected ana re1uined witir 'easonable
cate Fees may be paid
fi,orr the domiciliarf'ot"t* "u* i{ the to*"", werc renderrd in connection with
aucillaly proceedings --The
Fiduciary may selve in any oI these c*pacities and bo
**p*oitd separately for its services in eaoh
S.g Indirect Di*tributions, ro malie distibutions, q/hetllsl ol prtlctpal ot
income, to any psffio; undpr age 2l o-J to any incapacitated Pfryn actording to the telms
of this Will by *"kir;;ffi;tT** ait""Uv'to tnqpl'* *hethet or not &at person has
a guardian; to the ,rra *uarCiar, gr $pous€ ofttnqpersoa; to a custodial ascount
establichd by the Fiduciary or others 1o1 ritt-n"t*on urder P.?eplicable.tJni{org Gift to
Minors Act or Unif.;'ilar;f; io nai"om act; to any aqult who resides in the same
household with that po"* o."rUo is otfrerwise t"*po*ilt" fo,1 fu carE and well-being of
rhar person; o,. uy upffis *y3irttbs.* for the benefit ol that psrson in any mannel
the Fiduciary A**'n oG-in: ,"cuipt'of tt" personto whom payment is made will
**,i*r. n h aisch*g. of *" Fidrrciary with rcspect to that payment
g.t0 Non-Prn Bata Distribdion To make anv division or distribution in
monsy or in klnd, o, Uofr,G*out uffo"*irg the qme.tio9.:f properly to all shares or
distributm, and without regard to-the i;;.-l* basis of the property Any division
Jfi-* ui"di"g and conclusive orr all parties"
S.llNominecExcepta.spt.ohibitedbylaw,I"h:ldanyassetsinthenameofa uomiaee wittroui-iird";d;
-tri1 .-fcuciary
rclationship; to bold the prop"'ty
u*egisteied, ',,o,itt,o; ,ff;t#- U.bilirrr ;ito.hof sl"iitio eadotsed in blank, in
sEE€t ccriifipate& et a depositiy lrust company' or it a book entry system
s.12 Custodian. ro employ a custodian or agent (]the.custo{ian} locared
anrnnrlrere within tn"'Iinit"u itur"qit tn air*J"" ofthe-riduciay bBt at the eryeose of'
rififfi,;ffiffi;;;;iuch c*t"ai* is sB alfiliate of the Fiduciav or anv p€rssn
rendyring ssrvices ;';;;**t io .*gi*r"t:*titnities in the aame of the Custodian cr a
SSTfiE BIIS'PA,23E5 DG.CUITVE CBflER T}RH& SvIIE I9O
BocARAfllN fmruBA 31431(J61)988{t}75
INIIIALS *ry.f rsl vtillt ArID TgsrruEllr or aii"rx g'r'vr*sr
nomines thereof'withor:t designafion of liduciay *apacity;.arxi to appoint the custodiail
to perform ,*n o*,J"Joi#i*r n*"rio**-utit"'ria'i*i'uy eav dirEct While such
seeurities are in the -;o"d;-;fa;ftstodia& &e Fiduciary wi* be und*' no obligation to
inspect or veriff *.fr r*,iri i"* nor will *tt fiA*i*y be responsible for my loss by &c
Custodiat
S.lsSettteClaimsfocontest'ccmptomise'TliIu"'orothet$/isesdjustclaims iu favor of'or against rny estate,.to ugt"e {o any rescission or modification oi any
cortrasr or agreemen, *d to reftain f;m instituting aay suit or action unless
iademnified foi reasonable costs and exPenses
S.l4CorlrorateRightsfovoteaadexersiseanyoption'light'otprivilegetoourrhase o, to conoettl"J-I"*, "*iti"tfuaing
share! oi tactio,ul shates of stock
:fJ";;;#;;#y), *-riiti"r. * o*", |rope*v; to borrow monev for the
puposs of'exercisini*#,iit rgi""fi*ht or privitegs; ro d*tegate those riglts to an
asenr; to enter r* J"ffiL""rJ" i"J "*J-st"";::lf^::H:riptions; to participate in
anv type of liquidati* "ir*rg*i*ai"" of any enterprise; and to write and seli covered
call optionq puts, caril, ;lJarEr, * .rh"r *#oa* "ru,rving
or selling scutities, as well
as alt iElatsd tansactions
S.r5PartnorshiplnterestsToholdinterestsin.soleproprietorships,ge-neralor,iniffi- *-t T3;##";#ffi;,ffiffi *X;X#I;Ifr'*"#'Hi?il*TT;#*-l*;*:flfi1,;,T:#;3:';ffi ";""i8:i,r,&;ia,e,includinsanvffi;;;-ppii"rur" to u-"o"-ua*ittua transferes of'anv such int€rest"
8.16$elf-Dsaling.,Toexerciseallitspo$rcl.selelthouehitmayalsobeactitrgindividualty *, oo *ilfiii anv otlrcr person & entity ilte.rested
in the same mattsts
The Fiduciay, r,o*Jlf;;GGr: +;; e';* ui all times in a fiduciarv capacitv'
nrimarily in the iuter#;;il; ueaeficiarie-s';f;; -*ter .DesRite anv other provision of
ifris WilL no Fiduct;-;"y prti*in"t* ;4" decision tcr make a discretionatv
disaibution trrat *Jii'ci;L'i* ' 'tq* ;ry1 ;P]t#i"" of that Fiduciarv No
Fid*siary who has #d;;ffi;;o, *iift*tl"tividualty or as-a Fiduciarv' mav cxsrcise
anv discreri"n ir d;;J;; trt" *;rr1""i ot tttt disetained o'opertv AII pou'et to
make such oirniu"iiiil'lt"* ttf-ii"*'tiipi""" of"disstaimed propertv' t"ill b*
oxcrcised solalv uy ta.I*-i"i"g-rla*i;;";;tf;y' or i{ there are no ot}rer Fiduciaries
then serving, by the persoa o, po*on, **Ji;;;; as the next successor Fiduciary' oI
if.thflr are non6, bi a special riduciary Jip"rrr"a for that purpsse by a court having
iurisdiction.
S.lTElacfions.roperforrniaeliducialvcapaairyafryactandmakeryyandall decisions o, "r"#II*
rJ"ittut* ru*o' i" Gt*titut it"nert'e Code on behalf of me o,
my estflte, iilcludkg ;;;-1fi4*, "rJ*,"g'he whole or any part of the 9x9en1e* 9f
a{miristation * ro*lioJi*?*aurtio* f* ;; cstate,.electine the mslital deduction tn
whole or in par! making allocations J:;',";;il;too fioi th€ fedsrat genaatioo-
6
*,t#HAYME$SEmE Er'ts'PA
2385 E,(EculIvECExtERDs'rve $L'rE 190
Brx'rRcrox Fm$DA 33431
(J6l)9S840?5
skipping [ansfet tax, adopting altemat* values for esiate tfi( purposes, and solectingtaxable years aad dates of'diseibution, Ihe Fidusiay is specifically excused fiommakirry equitable a{iusffierts among beneficiaries because of any election
8.1ff Qnalifiod ProBerty" To manage any qualified real popstty or qualifiedfamily-oumed busiaess interests so &s to avoid imposition of'the additional estate tax
under Ssctions 2032A or 2A57 of the Intcrnal Revenue Code, and to furnish recurity for
thepaymentof any additional estate taxes imposed u*der &ose sections.
8.19 Erpenses To determine, in a fiduciary capasity, how e4peirses ofadministation aad receipts are to b appoltioned betrreen principal and income.
8.20 ?erminate $msll Trusfs To exercise its dissretion to ref,ain fiomfilrrding or to termirate any tu$t wtrenever the valuE o{ &e principel of that ttxst would
be or G tao small to administer economicallv, and to dishibute the remainirg plittcipal
snd all accumulated income of the tu$t as provided in Seotion 8.,9 to the beneficiades
then entitled to receive incame in proportion to their shares of'tlrat income (ot on a per
capita basis if'their shares are sot fixed) The Fiduciary shall sxercise this powct to
terminate in its discretion as it deerns prudent fot the best interest oI'the permissible
income benefisitri$ at that time fhis pou,ercarmot be exercised by a beneficiary,
eithsr aloae or in conjunction with any othEr Trustee, but must be exercisd solely by the
other frustre, or i{'noae, by a special Irust€e appointed for that flItpose by a court
having juisdictioa.
g:f Agae*tiore to Intcrc*t rnd Prineipal fo treat premiums and discounts
on boads and other obligations for the palmlent of'moaev in aecordance with eithet
genelally accepted accour$ing principles et tar( accourting princrples and, except as
I**r*i#frorid"d to the coutrary, to hold nonproduotive assets without allocating any
prl""ipuf io income, despite any laws. or rules to the contary fhe frustee in itsaircrrtioo may exercisc thc power dcssriM in Sec*ion 7?8..104 of the Flodda StatBtes to
adjurt bsfwe& principal and income, as apFropliate,.and, in additiorU may convert my
incame interest into a unitust interest, or a unitust interest to an insome interc$l, as it
r*u nt, a1 as pr,ovided in Section 735.104t af the Florida Statutes, despite any provisioa
of those sections to tbe contrarY
g.ZZ Use of Income Except as otherwise provided in t&is Will, and in addition
to all other available sources, to exircis its disfietion in the use of income &om &e
assets of my esrate to satisft the liabilities desfiibed in this sfill, without ac*ountability
to asy benefieialY
S.Z:i Swer o1Join Trutts fo sever aay tust on a fractional basis iato two or
mOrc separats ttusts, and to se$sgat6 by alloc,{ion to a- seplate a5cou1t or tust a
rp;ifir ffiunt eonl a portioi of, o, a speeifi_c asset included in any tust' The
Fiduciary may c$nsotidati two ot more truste {including tnrsts created by differsnt
tr*r"fenor"l traving iderrtical berreficial terme ard eo*ditions into a single trust A tust
r*r*,r--F!t 7
irsr wrr er6&_-_FmAN HAYT'IEs
SEIHE Etr$,PA2r8i &xEculnr€ Cg*TER tx{YE, S$rE 190
Boc,t ItAroN,FLofiDA 33{31
{561}9i*{s75
sr€flted by severance or consolidation will be treated as a separato tust for all ptttposes
fi,om the datp on u&ich the severmce o, *oi*iiau'i* it edective' and will be twld on
the same beueficial t*, *a conditions *ir'ot" a"rot" &s ssYeranco or corsolidation
Iacome earned on a consolidated or u*r"r& *,o*t, pordon' ol specific a$st after the
consolidatiou o, ,urJ*ifl* k*oio" *iiip*r *itrr tnat ,sro*i, portion or specifle
s$$st.
EJz| Conrotidrrcd Fuadc' unless inconsistent with oths ptovisions of'this
will, to hold two o, *or* u*tt or other'funds in one ol molE oonsolidatsd firads' in
u&ich the sepante o*t" or fturd* have undivided ir*ercsts'-exsapt that-aa 6sssrrrting
must be rendaredtoo[il;-t1**in* fts;divided intercst$ ir tSss€ fimds'
S,2SValuatiorr.Inmakingdistributionsorallocationsundertlretflmsofthiswilt to bs v*lued as oI,a partieular du':, P" Fiduciary may use asset valrrations obtained
for a date rasonably close t0 tbat particular date (such as 1qTrtfily ctosing date before
or aser &at date) if, in the siduciaryt i"dgr.;nt, obtai*ng applaisalt.o.l .otho
detelmiuations of value on that date wouid 'itutt
in unnscessaly-expens*' and if in the
Fiduciarls;roe**rrt;Jai; ry;*luur* * determined is substantiallv the $ame as on
thatactr.raldete,lhispalasaphwillnot**,,,t1-,uationon.aspecificdateisrequiredto preserr-e u quxinoi;or"fo, a tax u."Jf;r, including arry deductiorl credit' or most
iuriruUru alocation of aaexempiol
sj,6Incorpor.atisn"Toincorporateanyb-uslnelscrvenhte,andtocontinuemy uni,corp"rrt*dtd;;; ;*1;; !i;;;i*J deteimines to b€ rst advisable to
ircorPorate
8.2?Dctegationrodelegatepeiiodicallyamongtkeinselvestheauthoritytopeformany a$t of administration of my e$ate'
sjsAdyancesTomakecashadvalcesorloagstobeneficiaries'withorwithout secraitY'
g.zg rnvesfficnt Manager - ro employ any investneilt management Flvicen
firancial institution';;*iil"ie*,i*i;'il-;d;; the Fiduciarv and to handle all
invesrmcnts of my ;*[ffiffi ;ffi J;;;d"s" ".f
f""* hel{on its b€half under
custodial, ag€ocyr *, ffilGrfi* .f ttt* Fiduci}y is ao individual' these costs may
be paiit * * r*p.o*;;#"G"ti* in uaoition b fees and commissions'
830l}cprccirtloaTod$uctfiomallteceiptsatfiibutabletodeprrciableFrop$ty a reasotrabl;;;;* fo, a"gro#"", ."-p"t& in accordance with generally
accepted *ro*t'og p'i*iplts consi*entty applied'
8.3lDiselaim.As$etrorPowerrTodisclaimsnyBssotsotherwisspassingoranvf,drrciaypowarspertaiaing.S*y-ouocregtedheretmder,byexecutionofaginsrrument or aisarJini:*uuti& .n ,tq,iilt"o "r "eeriout"
laur gencrallv imposed
A^L-Ir.nuars f{ S.. , -i-"t tyn to;;rmatrorArl'rN rlayrrEs
SEIHE ETIS.P.{
x3tS ExEcurIvE CE!.Ifr DRreE, $ulrE 190
soclBAralt. FLo*ID 3343I{561)9fl{075
uporind:viu*i:*X,n$:9,*p;""*;",i:"m-"ffi#'r-*''T":"I'iintercsted per$on, or ary yTt '"'::;: ^-1,--^r,*"r." such a disclaimsrbe held hamless * #i f;ff-i""'iJ*"rt or nolmake such a dis
Ss2Transfersiftls.Iofiausferthesitusofany.trustoratrytlrlstpropeltytoany other iurisdictioi"* ;ilr * 6rfirtltv'd*;i6'dliyble' and if necessarv to
arooint a substitute;;;iu*y rr*t*lo ui,t with leyl to that propertv The
ridnciary **y A*kg# tiltt* *i,t*ritot* ;rd;;v;t gi 1r:the poweis givea to the
Fiduciary; may eteoiti urt * advisor t" ,il*Utti* Trustee "od
teceive reason,ble
comrersation ro' tr'tis*ivice; ard ''*y 'J'""" any acting or substitute Trusbe and
ild#ffit* orieaPPoi"t itself' atwill
SssRelatcdParfies.Ioenterintoanyhansactiononbehallofmyestatedespite the fact tl"r:;tht''*"-*:#;;;;i* mav be: o a business or tust
conuolted by the ftfr;iffi ;;;f *hi; tle fiauciu'v, o1 *" director'' officer' ot
employee qf t, ttiffi't .*;y,-*'lt$-. il;;i'om*er' or emplovee; (ii) an
affiliate CI husmess ,Jr*iu* ", *t.*l#v;tdidlcialv; or (iii) a beneficiarv ot
Trustee under this 'frt1ij;;i;ooia"u,y'
oI anvrelative of such aparty
Ss4AdditionalPowarsfor.Income.Pr.odueingBealEstste"Inadditiontothe o&er powers s€! fGth 'boo:1-:dH;-;;;611€db'ta*
the Fiduciatv has the
following powers *i* orp*r, to any i-r*"-prJ*f"e real praperff which it or may
become a Bat of'mY estate:
. To retain and operate tlre praperty for as long as it deems advisable:
. To c,$ntrol, direcr, and menage t".groplty'-l;termining the manner md
extent of its aetiYe p**'i-'i*in th'* oput:li*'and to delegate all or
any part of its supervi*y"ptt-" i" other persons that it selects;
. ro hirc and discharge employees, fix their comtrrnsatiou' and define &eir
duties;
'ToinvestftndsirrotherlandholdingsandtousethosefiIBdsforallim#ffi;ntt' .p-'ations' or othei similar putposes;
- Excspt .as oae1f5-l]"#,XT,**kfif**T*ffiff:ffi*'Hffi
fffillffi $::Stfri ffi;ffi'J* i,, *"ti*itv *ittt sound and
efficient maoagenenu and
' ro purylary *dr^'::#;x*ffi#:l''#ffH[Tli"$needed for the opcmtlon I
I.*1f
NIITALS .::--ilifr*;*'frilffiafirliHavues
SEIflE ElIE,PA* n5 Exfcurvr ctr$Sffi:'lr1l3T
(561)9[84s7s
Anrtcr,r 9TlxEuscrroxs
I dircct my Personal Representative to make fedelal estate and geaemtion-skip'piag Ax
elsction$ as iastucted-fi tlr- o.*t-. oI roy Revocable IT"t oittt respect tg-qlffelsunder thst tust lvly Polsonal Represenetive is to k held harmlees from any liability in
makirg elertions as directed by that trustce'
Anrtcln 10
Tnexs*c'rroxs WIr H Ornsn Exrltus
My PerSonal Reprweatative may buy s.tsEts from othcr estotss ol trus*s' nr make loens to
them, so that flmds *il u u*iluutt to pay claims" taxes, md expenses- -My Pe6onal
Representative * **[u tho* purchases -*:t*** e,en if it slves as the fiduciary of'flut
estare or axst, and o*f,J.*t terms ard coaditions my Pemonal ng,resentafyg"*are appropriate, except that the tetms of auy uansaction must be commer'Bially
reasonable
Anrtct g 11
Mrscgr,r,lurous PRovIsIoNs
1l.l $eIinitiorils. As ucsd in this Will, the foltowing terms heve the meanhgs
set forth below:
(a) :?T;ilil*'ffiffii*trffi ,Tifff 'TffixTf;H'::i?future federal irrternal revenue laws'
(b) *#1ff#ffif,ffir,ffi,,ffi:,51#T#ffi4,*frxestate tCIres)
{c) fr-ffi;*t*? fffi"fi]1,1ffi#.gX'ffi Tffi*;Personal nepre*entati,,e will have all the powers.ryry1ed to
tusttrs under Florittuw, as well as the poxers specified in this
will.
(d}Thewordswiltandshgllroeusedirrterchengeablyinthislvill.and*il-*l* the context clearly indicates othel*'i'e, that my
p,,soffil n"p**rntutiuu pust tati the action indicaed; as used in
ffiW1l;,fi wordm"y means ttrat {y Personal Repre*ntative
has the discretionary iuthodty to take the action but is not
automaticellY required to do so
INrrro,s M , lo
I rsr 1lltrr .fl [ TPsr.le'r sF 6-irx fnva'cs
SEI}IE El.r'ts'PA
2385 E:<r,curnre Cs'.lE*DErvq suIE 190
Boc,r Raaox, f,-otEDA 33431(561)988'0S75
. ,13 Lapsed GiftB fI *y gift is coaditioned on thE recipient surviving r$e orano-th*r Feruofi andns ltyryativeairpr:iti:r -J {rr; dftj*,er*in"a, &e gift wig lapseand become part of'my Residrmy Esra-te if the designaf,d reciiient aoes notiur"i"e.
113 Notices Any person entitled or required to give natice under tris Wiltshall.exlci:t qatpowsr by a unitten ins&ument wiinessed uit*o lrpurti*-p"noru *ongtadzc4 clearly setting forth ths effective date of the action for wtrich ootim is beinggiven lhe ingfument rnay be executed in counterparts,
ll.4 Certifieations.
{t} Frum Trustee For some purposes, my Personal Representative isinsnucted to rcly on a csrtificate Som the truste of my Bevocable Tnrst a$ to certair taxelections and other matteffi. That certificate must be in writing and witnessed by twoimpartial per$on$, but need not be notarized. It is to b deliverd to my PersonalRepresentative in the same fashion as provided for orher notices.
(b) Facts, A certificate signed and acknowledged by my PersonalReprvsentative or the Trustee sfathg any fact affecting this Will, my estate, or Bny trustwill be sonclusive evideqce of such fact in favor of any tuansfer agent and any otherpemon dealbg in good faith wifh my Personal Represemtative or the Trustee MyPersonal Reprcsentative o, &e fru$ee may rely on a certific*te signed ardacknowledged by any beaefieiaty ststing any fast concerniag.the estate beneficiaries,ineludiag dates of birth, relationstrips, or marital st&tr$, unless an individxal serving as
Personnl Reprrsentative or Truste* has actual knor*'ledgethat the stated fa*t is false.
(c) Copy" Any percon may rely on a copy of this insuunent (in whole
or in part) ceitified to be a true copy by my Fet$on spmifically named as a Personal
Representative or Trustea (or successor Trustee); by any Corporate Tlustee whether or
noi specificalty named; or, iftkere are none of the above, by any then serving Trustee,
tl,$ Ilispute Resolutior If there is a di*pute or sonhoversy of'any nature
iavolving the dispositioa ol administatior of my estate,I direct the parties ia dispute to
$bmit *e natd to mediation or $orne other msthad of'alternative dispute resolution
selected by them If a party refuses to submit the matter to elternative dispute re'solution,
ar if'a party refuss to participrt" in good faith I authorize the coutt having juridiction
oner my cs6t6 to aunard cosis and attotney's fees fiom &at parq/s beneficial share or
fiom other amounts payablo to that party (including am(lunts payable to that pa$y as
compersation for seivice as fiducialy) as in chancery actions
ll,6 Efreet of Adoption, A legalty adopted chitd (and any descendants of that
cbild) witl be regarded as a-desccrdant of the adopting parent only if'the petition for
**opiio" was fiGd with the cout before the shild's &irteenth birthday If the legal
relationship bsfiil'een a parert srd child is termiilatod by a corut while the parent is alive,
that chitd ing ftrat childs desccardanl$ will not be regarded *s descendants of'that p*rent
rourrrars &E lt
i "sr
wnr arrTTffiT[*rer HiY,t{s$
SFI*If Eri.is,PAi3t5 [xEcurrvE CB.llEx. DrrvE, sutlE I m
Bac RAroN,ftoaI}A 33431(561)$e{0?5
Ifapalentdiesandthelegatrelationshipy,h'I,*deceasedry*t'*ghildhadnotbeenterminald before *"1'n3ilt;;"b,- -d;;-*"J p"*t* child and tbat child's
descendants wiu conill#il b" ,;;;Ai- aGr**" of the deceased p&Ert even i{'
tftu *tifA it later adoptcd by anathot Frson
Il'?InfartinGestadon.FgrallpurposasofthisWill,aninfantingestatioawho is later born d*;Jrl b" d*** * ;Jti;ft *rg $" ne'ioa of'gestation for
the prupose of q*fifyinJd;;"f-il -ft-t it i* bo'o' as a beneficiary of'my e$tate
ll.sApplicrbleLow"All.matterginvolving&gvaliditvandinterpretationot&is Wi' ee to u" eiffi;f # ry;dr.l#
-ito,;19 *re provisions of this will' all
rnatt$ic invotvi$ t#';;;;;f;. 1f i "* uk * te ryvernea
tv the laws of the
iurisdiction in *li*ffirililJrts p'l""p"t place of administation
11.9 Gender nnd Numbcr. |eference in this will to any gender includes
ei&er masculine or feminine' * upp'optJ"land '*fe'eoc* q-*' uuriUer iocludes bo&
singula' and p'xal *to. tte cc'tixt n-[i#I'r;;; use of descriptive titles for
articles and paragtaphs is. for 'l'-
q*=;oi to*ti*nce ontry and is not intended to
resrict the application of'those plovl$tons
IBALAI{CE LEFT INTENTIONALLY BLANKI
SEIHE Er.Is'Pjt
?3Br Ex8crnlrx cffi ffi#trffi If{561)98fS075*'&xAYMEs
t2
Florida,on kf.. Jl . .,zoooExecuted at
rhis instulrcnt was signed, sealed, published a1d declaled by the testatol as hi* Last
will and restament in our ioint presesce,.and at his rcquest-we have signed olx names a5
anesting witnesses # ffi i;;;;t'i" A;i;;#; or each other on the date tust
wittenabove.
Addrcs*.2]u).*EGclilIyECET{IR,DRIVE
SUIIB 190BCA|RAIS{,F].33+31
X35 mCHCUT IYE (mriEn rmv*8SUTT6I'OBOeAR^{r0il,FL3343t
l3.*ETEE EITI$,PA
23S5 ExEcuIrvSCgr'ltmDHvr,Sr.rttr 190
BxARAT{Er,FtsiID 33431
tSfl)gEE S07siilsrorfurluH*YA.teg
couNrYsp P.tt * F.rtsf-*
I. ALLAl'l HAYMES, declare to
iotrr*t"rq and to the subsuibing
Il/ill aad Testament.
D}H{E ITTCGU.INq
the offic$ taking my acknowledgment of this
#**t*u, [*, t si[ree-*is instumsnt as my last
we, . D4ilEMEHNF ,, -, and , , tlELl$${'DEZff9{$ 'have been sworn bv tho office* *isning *f:1,nffi ff."ffffihave bee* sworfl oy rtrs (Irrrt;sr nrB*Br' ll"'fii* l,*t WiU una Testament and signed it
m*fXmXiT** ffiT#i;- inshumenr *, **ffil *- p'*** *the testator and of ech othel
Acknovrledgcd and subscribe! b-afore Tu bY the testatorrr$"* "tlffiO#"iias identiflcation,#;ffiE'.* io-*' .:' +lt31,*31g1 DffiE I{CCLUNqfiffiffi;*o tru*iu"a bafore qu bI *" ATTy*ffiXA:,#Hi&T#is[:rr**and by
Lid;i@**FHprtt** of the testator and the
icdffiou*:^T*L and sUDscllDccl^ EY rus u
atron . DaP..ll ,2006
SEl,iE ETl$,PA2385 ExEculry€CENIE&h$8, S$ry- 190
E{t Af.Aro$i'Fl.orro 33{ll{561)}88{r',s
(Print or StamP Nrmc, ComtEissim # anri Expirdixl
H,'#t,M*-..H^YME*
14
1 862
Curtis BaggettExpert Document Examiner
908 Audelia Road, Suite 200-245, Richardson, TexasPhone; 972.M4.A285 * Fax: 972.644.5233
[email protected]$tExamine_Lg.pnl
Questioned Document Examiner Letter
May 23, 2014Subject: Lais Haymes
": ,J i%l+.r\IT\_/
I have examined seven (?) documents with the known signatures of Lois Haymes. For thepurpose of &is examination I have labeled these exhibits o'Kl'o and.oK7,'.
Today I have compared the signatures of Lois Haymes on the "K" documents to the AllanHaymes signatures on the questioned docurnents, identified herein as "Q3* and "e4" todetermine if the author of the Lois Haymes signatures on the 'oK" documenls was the sameperson who authored the name Allan Hayrnes on the questioned documents: signature pages of aLast Will and Testament dated 12-l l-06 bearing a purpo*ed signature of Allan Haymes.
An examination of hand.writing includes establishing pattems of writing habits to help identifythe author. Handwriting is formed by repeated habits of writing by the author, which are createdby neuro-pathways established in the brain. These neuro-pathways control muscular and nervemovernent for writing, whether the writing done is by the hand, foot, or mouth.
In support of my opinion, I have included an excerpt *om Handwriting ldentiJication, Facts andFandat*entais by Roy A. Huber and A.M. Headrick (CRC Press LLC, 1999, pp S0-Sl) whereinthe leading forefathers of document examination in the USA agree that one significant differencein the fundamental structure of a writing compared to another is enough to preclude commonauthorship:
fordway] Hilton stated: "It is a basic axiom of identification in documcnt problems thata limited number of basic differences, even in the face of numerous stong similarities,are controlling and accurately establish nonidentity.,,
[Wilson R.J Harrison made similar comments: "...the fundamental rule which admits ofno exception rvhen handwritings are being compared...is simple -- whatever fsatures twcspecimens of handwriting may have in cornmon, ihey cannot be considered to be ofcommon authorship if they display but a single consistent dissimilarity in any featurewhich is flrndamental to the structure of the handwriting, and whose p{eseoce is notcapable of reasonable explanation."'
1 863
[JamesV.P.]Corrwayexrlgssejthesamethemewhenhewrots:..Aseriesoffundamental agreements in idenrify*S f"[Jti;';U'i* is-requlsite^to the conclusion that
two writings.;il.uir#.i Ly it*i"ri"person'.1ut.o* u single tundamental diffcrence
in an identising individuality lrr*.*, tno ,,,iting' precludi the conclusion that they
w€re executed by ttre same pefson'o'
and finallY,
lAlberts.JOsbornandothershlveeelrgyllyagreedthatdespile!rylerou:similaritiesinrwo scts of writings, a conclnsion if ideniity carunot be made if there is one or morc
diftbrences i"iu"Oi*untal features of the writings'
Baseduponthoroughanalysiso|t|eyitemsandfromanapplicatirrnafacccptedforensicdocument examinarion tools, pri*ipr*, *i t""Liques' it ii mi fr':tcssicnal exflrt opinion that
rhe same person *rr.rr"ilirilame of .qr; H;y*;r on the queitiune'J documents'-Lois Haymes
did indeed forge the signature of Allan ,fr;;;;iit q.tttii'ttd documents' o'Q3" and "Q4"'
lamwillingtotestifytothisfactinatourtoflawandlwiltprovideexhibitstotheCourtshowing that my
"pir"#. il;;;;:
'My i;;;ffivitae is^auached and incorporated herein bv
reference.
RespectfullY submitted,
$tate of Texas
County of Dallas
$
$
$
TheaboveLstterofopinionfg**ig}oisHaymeswa$sworntoandsubseribedbeforemebyCurt Baggett this - *' day of May' 2U 14'
JISSiCA SLACXSHEA*Notory gubllc. S?otG ol T€xoa
My Cotnmitiion ExpkitAu0urt 0i, 2016
1 864
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OTHERAPPEAL RIGHTS: '
. lf you rnias ffre ciedlins for *lir6 an rrnmsdiate appeel, you rnay still be able ts file an appoat
ulfr a Ql0, hlt tB 0P ldl telc mon tlme to rnake it* dacisbn'
. conbci 1-8C$.MED'C/rRE {1400-6334ifn, or TTY 1-8774A&?:0.{8 for more iffermatton
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ADDnnilAL INF0Ri ATloN (OFTIOilAL)
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the caregiver,ccntract. Your+J.gnLfies yo{rr
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n|!!"f.vlp,frti-rt* Hala-gs*,,tr?- $j *,q€**==-,r*one. -ss-drf -ti\ t"L*# ''-- ' .i ' ---'1-tcrx*Fltsb /-)F,{L 'Y
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Lois il|. Hayrneepo bor *X114
nntr b*Itss. cr 9313'lsots90.327a
PriE Baach Couty Shsriff* OfrccAttr: Celrtrrl RocordsPO Bsr 24681WcstPalm Eeacfr, FIs. 33416
Ra: Casc# 07-155889
Fekuary 11,20$E
Dca: Sir orMeden:
As pcr a rEocot tclrplnnr sorr"GlEadoD I hsd wlrh Dctscdvc Sorvarl, ptcase turerrd to rnfaddrcss aoy docuncntr pcrtaidng to tk scw closcd invc*igion(s), (ccc numbcrrsferEncod ahovc), iovolving ny lhtbcr Allaa Helrucr. I gn thc d&$Ltcr and Porrasr ofAtbmcy for my fattrar.who wa* dsscribod as tfie yistim, Falsc rrpole rwrc filcd again$ rrcccr€rtl tisrcr cver tha la$ ycu lhrcugb thc Dcpartment of Chitdra EEd familicg AttultProlcctivc Scrrdccg in PBC (2007}. I woutd rymci*c rccciviqg all thc information that
ffftsirls to this casc fild with thG PBCSO, I hBvc Ek€ady rcceirrcd closcd c.ssc summtriEsfrom DCF APS and don't rcquirr tb:c copics. I b*c caclos€d r tepcd sclf-ad&csssdcovclope to ur in mdliagtc reports to my addrc*c. If tbcrc se any additioaal documents
that d@'t fit iE thc mclos€d Eailtr, plasc alat mr sa I rsay retriwc all dosumcatspcrtaining te thi.t s*ae in pasan"
Thanh you for yor coop rariotL
J: t "' 'v'/1 &.u iAel4'1*tO.Lors Haymts JCs: Allan l{ayncsAII:lmlt
F& tj I ji iilllll
hA'{PtlJ6.2
187 1
wc. _***?ryE{qglryg___* and ***_UEU9_st_pFIEEu1{-*_,have been sworn by the rttlicq'r signing llelor+'. anrJ dsclale to that oiEcer on o* oathstiiat the te$tator declaled ,hc instrumenr to be his Last Will anri lesrament and signcrl irin r:ut prercnu{:, &rrd that we each sigeed the instrurlrent as a witn*s.q in the presence oflhe tesutor and of each otircl
S*fu -r{ F'tnr,dscouNrYoF &j.^ i3 "eL
i, Al-l.AN llAltrEs, declare to *ie offica rakiag m1' aclrnowtedgment of thisicsttuIllent, an'J to thc sabscribirrg u.itnesses, thar I signed rhis irxuunenr as my [*riWili ad lestame'lt
ALLATT H.A?IUEH
A,ckaowledgcd and subscr ired befcuc r:lc b), th€ restatet, ALI-AN I{AYjvlES, wha ispersonally known to ine or ,who t'as produu{Sl trt- Dt- --* as identiJicationunci swotn to and .subscrihd ixlbrr mc by the witness€s. _ _
- DIANE tulGcLl=rryq_,
@ r:; '*ho lu;Ptodured as identilicatiou,rnd by I+IH.LISSA-DESEEUW -, *{sjs+er$}rsil} kr-$$n ta T'te cr who hasproduced e-r ideotificatiorl and sUbscribcd h!, m* in rtrepr.*.o** of*itestor"r urrU tlilubssihi:SJr,rirrts€,glatt on - .0€-( il----":ftO,n
L-- oterY Pubiic,rrri,,r orsl-E? Nrrr{ffi;*std Erprirs,beLuI
Iurnrs s8rn8 8{{s},1.tr3rj Exrqrr'., Cf,.fiEaDilvr, $sm f90
noc^ It^rolr, fr.oilE^ 3$31116n9|i4s?3
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$Gr-r fi, Att.$r llAl unstisi Wa: *Hb
1872
Executed rtt -- , fiolida. on
rhis irrstlumc{t r&a-s signtd. sealed. pubiished. and rleciarciJ by the lestalct as his last
Will and Teslament in,i" ioi"i presence' and al his tequest we have.signcd our narnm es
au*sdng wimxses t" ffi ;;;;r. *a in the pre*nce ol each otler on {he dste first
naitt*n aboro.
AddtsEs
:3SJE(ECUTIIECEN]ENDnI}46SUfrE 190BOCA SATO}i, FL3}3r
t:r8J s[.ffU I M {jE.i&E* mi}EsulTE 190
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