THEZYLOHAYMES MARSHALL,AIEBHIANHAYMES
MARSHALLSPECIALNEEDSIRHEI/OCABLE
TRUST**ruru#ffrus$&L3CCCC7:;'li j\ *, If.ii1;::11i.:: :: .li.
.j r'. ri,,,...t.;, : :: I:-1-i.:. .: .l. i .i ,::i,i all.il1.Table
of ContentsTRUSTESTATEA.OriginalTrust EstateB.Additionsto
TrustEstateIRREVOCABILITYOF
TRUSTDISTRIBUTIONS222345567777IoI101010V.A.B"C.t).E.lncomeand
Principal"Special
Needs"DefinedDistributionGuidelineSupplementalProvisionSpendthriftProvisionPartial
lnvalidityHeadingsSitusol TrustApplicationto CircuitCourtlv.
TERMINATIONA.TerminationUpon Brian's
DeathB.DiscretionaryTerminationC.MandatoryTerminationOFFICE OF
TRUSTEEA.B.c.D.E.F.G.POWERS OF TRUSTEEG
ENERALADMINISTRATIVEPROVISIONSTrusteesEvidenceof Eventsof
Successionof TrusteeCompensation- ReasonableEmploymentsf
GonsultantsExculpatoryClauseWaiver of Liability for
PredecessorTrusteeBond- Waiver11
vt.v[.A.B.D.16161616173'JCCC8E.F.G.H.t.J.K.L.M.Numberand
GenderTrust $haresor SubsharesPhysicalDivisionof Trust
Property,NotHequiredCounterpartsStatutes,Codes,and
RegulationsSeverabilityNameol TrustConfidentiality regardi ng
ProvisionsCourt Ordered
Modification##ruf,gffiffiruY6e11717171718181818193C000sTHE ZYLO
HAYMES MARSHALL aKa BRIANHAYMES MARSHALLSPECIALNEEDS IRREVOCABLE
TRUSTTHIS TRUSTAGREEMENTis enteiedinto by and between RITA
HAYMES,of theCountyof Dade, State of Florida, hereinattercalled
"Settlor" and RITAHAYMES,hereinafterreferred to as
"Trustee."Reterencein this Trust to the "Trustee" shall bedeemed a
referenceto whoever is servingas Trustee or Co-Trustee,whether
original,altemateor successor.ThiS truStShAIIbE KNOWN ASTHE
ZYLOHAYMES MARSHALLAKABRIANHAYMESMARSHALL
SPECIALNEEDSIRREVOCABLETRUST, effectivethe 1Othdayof November,
1994.I. TRUST ESTATEThe original Trust estate shall be fundedin the
approximateamount of OneHundred Forty-TwoThousand,OneHundred
Ninety-FourDollarsand Twenty-NineCents($1+e,t94.29), as
liquidassetsmorespecificallyset forth on a Scheduleof
Property,attached hereto,andmade a part hereof, togetherwith a
Fifty(50%)Percentinterestinreal propertytocatedat 15505Willow Road,
Guerneville, California,appraisedat$39,000.00, upon receiptof
proceedsfromthe Conservatorshipof
ZYLOHAYMES,CaseNumber063810,andpursuant to an order datedthe 1st
dayof November,1994,signedby the HonorableLaurenceK. Sawyer,Judge
of the SuperiorCourt of California,Countyof Sonoma,Stateof
California, directingthatthe (Conservatorship) proceeds
shallbeKvtPage1 ot 22 PagesR. H.3ilU3:l"rJutilizedfor the funding
of ihis trustagreement.A.ORIGINALTRUST ESTATEThe Settlor
acknowledgesthatshe will transferto the Trustee,
withoutconsideration,the property describedabove,upon
receipt.B.ADDITIONS TO TRUSTESTATEAdditionalproperty maybe added to
the Trust Estate at anytimeby theSettlor, or by any person or
persons, by intervivosor testamentarytransfer, or bydesignalion by
the Settloror Trustee, as in theirsoleand unfettereddiscretion.All
suchoriginal and additionalproperty is referredto
hereincollectivelyas the "Trust Estate,"andshall be held,
managedand distributedas hereinprovided.II. IRREVOCABILITY OF
TRUSTThis trust is irrevocableand may not be altered,amended,
revised, modified,orterminatedin any respect exceptthat the Settlor
and/or others, with Settlor'sconsent,maytransferotherproperties to
the Trustees and therebybringsuch properties withinoperationof this
trust.III. DISTRIBUTIONSA.INCOME AND PRINCIPALThe Trustee, in the
Trustee'sabsolute discretir:n, shall pay to or for thePage 2 al 22
Pagesn i; i', n't 'l.J I -, r.r '-l-L Ibenefitof ZYLO
HAYMESMARSHALL,akaBHIAN HAYMESMARSHALL,a disabledperson,date of
birth beingMay16, 1975,hereinafterrefenedto as BRIAN,as much ofthe
net incomeas is necessarytomeethis special needs,as delined
herein.Any incomenot so distributed shallbe added to principal.lf,
in the Trustee'sabsolute discretion, the incomefrom this trust
isinsufficient, the Trusteeshallalsopay to or for the benefit ol
BRIAN as much of theprincipalas the
Trusteeconsidersreasonablynecessaryto meet his
specialneeds.B.''SPECIAL NEEDS'' DEFINEDAs used in this
document,"special needs' refers to the requisiteslormaintaining
BRIAN'Sspecialeducation,health, support,comfort,and
happinesswhen,in the discretionol the Trustees,such requisitesare
not being provided by anypublicagency,office, or depafimentof the
State of Florida, or of any other state, or of theUnitedStates or
by any privateagency."special needs"shall include,but not be
limited to, e)draordinary medicalanddentalcare;independentmedical
examinations as needed, but in no eventless thanannually;
equipment, supplies, and programs as neededfor vocational and
G.E.D.training, if not otherwiseprovided; opticalappliancesand
devicesas neededandappropriate;the provision, repairand
replacementof a suitable bicycle of his
choosing;transportationincludingvehicle purchase,mainlenance,and
insuranceif he shallbedeemedcapableof responsibleuse and
ownership;dramaticand theaterar activitiesincludingvocal training;
cookingand bakingclasses,and experiences;and the ability toPage 3
ol 22 Pages;i:.-::-I l. : a ::;::,:t:: -.:t::ti
a.:,:.;:.i!1.,-participatein artistic, horticulturalor nature
activitiesol his own choosing."Special needs"may alsoinclude
spendingmoney, electronicequipmentsuchasradios,recordsor CD
players, colortelevisionsets with cable,VCR,
Nintendo,computerequipment; vacations to placesof recreationsuchas
DisneyWorld,movies, concerts,trips, travelto visit relativesor
friends, or moneyto have them visit him if appropriate;moneyto
purehasegifts for relatives and friends; payments for residential
livingassistance; regularvisits to restaurantsof his
ownchoosing;andothersuchitems nowbeyondSettlot'sken which maybecome
commonplaceat sometimein the future, muchlike T.V. is now
common.The Trusteeshall,withreasonablefrequency, visit BRIAN to
inspect his livingconditions,treatment, and moraleand to
evaluatehis special needs,
includingbothphysicalandpsychological.C.DISTRIBUTIONGUIDELINESln
makingany distribution,the Trustee:1. Shall consider any
otherincomeor resourcesof the beneficiaryknownto the Trustee and
reasonablyavailable;2. Shall take intoconsiderationall
entitlementsand.benefitsfromanygovernmentalagency,such as
SocialSecuritydisability payments,
foodstamps,Medicare,Medicaid,SupplementalSecuritytncome(SSl),
educationat and retatedservicesas availablethroughthe
publicschoolsystems,and anyotherspecialpurposebenefitsfor which the
beneficiaryis eligible;trNR. H.Page 4 ot 22 Pages3CCu1-33.
Shallconsiderresourceandincomelimitationsof any such
assistanceprogram;4. May makeexpendituresso that the
beneficiary'sstandard of livingwillbe comfortable and enjoyable and
to the extent practicablein a
home-like,non-institutionalenvironmentandconsistentwith his
standingof living;5. Shall not be obligatedto or compelledto make
suchpayments;6. Shall not pay or reimburseanyamountsto
any.government ageney ordepartment, unlessmandatedto do so by
judicial or quasi-judicial order, and only uponfinal appealof
same.7. Shall not be liable for any loss of benefits.D.
SUPPLEMENTALPROVISIONThis trust is intendedto supplement,not
replace,governmental benefits.No partof the assets of this trust
shall be used to supplantor replace publicassistance benefits of
any county,state, federal, or othergovemmental agency whichhas a
legal responsibility to servepersons with disabilities which are
the sameas orsimilar to BHIAN'S. For purposes of
determiningBRIAN'Seligibility for any suchbENEfitS, NO PART OF THE
PHINCIPALOR UNDISTRIBUTEDINCOME OF THETRUST ESTATESHALL BE
CONSIDERED AVAILABLETO HlM. ln the event theTrusteesare requestedto
releaseprincipalor incomeof the trust to or on behalf ofBRIAN to
pay for equipment, medication,or serviceswhich any government
agencyisauthorizedto provide(were it not for the existence of this
trust),or in the event the4-tr .R. H.Page 5 ot 22
Pages3CC_fi14Trustees are requestedto petitionthe court or any
otheradministrative agency for therelease ol trust principal or
ineome for this purpose, the Trusteesar authorizedto denysuch
requestand are authorized in his, her, or theirdiscretion to take
whateveradministrativeor judicial stepsmay be necessary to continue
BRIAN'S eligibilityforbenelits,includingobtaininginstructions from
a courtof competent jurisdiction, rutingthatthe trust corpus is not
availableto BRIAN for eligibititypurposes. Any expensesof
theTrusteein this regard, includingreasonableattorney'sfees, shall
be a proper charge tothe trust estate.E. SPENDTHRIFT PROVISIONNo
interest in the principal or incomeof thistrust shall be
anticipated,assigned or encumbered,or shall be subject to any
creditor'sclaim or legal process, priorto its actual receipt bythe
beneficiary.Furthermore, becausethis trustis to be
conservedandmaintained for BRIAN'Sspecialneeds throughouthis
life,no part of the corpusthereof, neitherprincipal nor
undistributedincome,shallbe construedas part of his"estate"or be
subjectto the claimsof voluntaryor involuntarycreditors {or the
provisionof care and services,includingresidential care, by
anyprivate parties or persons or publicentity, office, department
or agency of the Stateof Florida,or of anyother state of theunited
states, or ol the federal government of the Unitedstates.Page 6 ot
22 PagesR. H,3 * L)il1t}IV,TERMINATIONA.TERMINATION UPONBRIAN'S
DEATHUponBRIAN'Sdeath,the Trusteemay payany death taxes that mayby
reasonof his death be dueregardingassetspassingin
accordancewiththese trustprovisionsor otherwise,and all expenses of
his last illness,funeral,and burial,andexpenses relatedto the
administrationand distributionof the trust estateif, in
theTrustee's discretion, othersatisfactory provisionshave not been
madefor the paymentof such expenses.The Trusteeshall make no
payments for expenses incurredprior toBHIAN'Sdeath if the
Trusteeshall determine,in herdiscretion,that payment therefor isthe
obligationof any county, state, federal or othergovemmental
agencywhich has alegalresponsibilityto serve
personswithdisabilitieswhichare the sameas or
similartoBRIAN'S.Thereafter,the Trustee shalldistributeanyand all
assetsremainingFIHST,to the State of Florida, or anystate
claimingrecovery for nursinghome and/orlong-term-care
Medicaidexpenses from estalesof deceasedrecipients,if applicableat
the time ofhis death;andSECOND,to those individualsnamedunder the
LastWilland Testamentof ZYLO HAYMESMARSHALL,aka
BRIANHAYMESMARSHALL, or if no Will shallbe in existeneeat the time
of his death,then, to those individualswhowould receiveasif
BRIANhaddied intestate.trwPage7 ol 22 PagesR. H.3ajC,i3i;!i- r'1:"
,: : ::::: :::::-...:..:.;:.|}.:..4., :B.DISCRETIONARYTEHMINATIONAt
anytime that a trust ortrust share createdunder this Agreementhas,
inthe judgment of the Trustee, a value so low that the expensesof
maintainingthe trustcannotbe reasonablyjustified, the Trustee may,
her discretion,but is not requiredto,terminate such trust or trust
share. ln case of such termination,the Trustee shaltdistribute
forthwith the shares so terminatedto the
beneficiariesthereof.C.MA,NDATORY TEHMINATIONThe Settlordirects
that thisTrust Estateshallterminatein any and all eventsnot later
thantwenty-one (21) years after the deathof any beneficiarywho may
be livingat the time of the executionof the Trust Agreement.lt is
the intent of the SettlorthatthisTrustAgreementshall be
interpretedin sucha way so as to notviolateanyexistingruleagainst
perpetuities.V. OFFICEOF TRUSTEEA.TRUSTEEThe Settloi nominatesas
Trusteesthose named below. Eaeh successorTrusteeshallserve in the
order designatedif the prior Trusteefails to qualify or declinesor
ceases to act.First: RITAHAYMES, current addressbeing685 N.E.1gsth
street,Miami,Florida,33179, as Trustee.PageI at 22 Pages*t Cr{j
i:iT'?Second:MARCIARUBENSTEIN, current address being 14 Macbeth
Drive,Old Bridge, New Jersey, as SuccessorTrustee.lf all the
nominees namedhereinare deceased or unable to serve or
resignandfail to appointa Trusteefor any reasonwhatsoever, then a
court of competent jurisdictionmay namea Trustee in
accordancewiththe then-existinglawsof the State.B.EVIDENCE OF
EVENTSOF SUCCESSION OF TRUSTEE' Delivery of the followingevidenceof
an event of succession,togetherwitha copy of an acceptance of
appointment,shaltconstituteproof to any third party dealingwith a
successorTrustee of the power of the successorTrusteeto act in
place of anypredecessor Trusteewithout necessityof anycourt
proceeding.1.APPOINTMENT BY A THUSTEEAppointment shall be evidenced
by a written notice of appointmentdeliveredto the appointeeand to
the beneficiaryof thetrust or the beneficiary,sguardian,guardian
advocate, or the like,if one shall at anytimebe
appointed.2.DISABILITY OF OR CESSATIONOF EFFECTIVE
SERVICEASTRUSTEEThata Trusteeis disabredor has effectively ceased
to serve asTrusteeshall be evidenced by the Trustee'sownwritten
declaration, by a wriltenstatement ol the Trustee's
attomey-in-factunder a durable power o{ Attorney, of
alicensedphysician or of a licensed clinicalpsychologist, or by a
courtorder declaring thePage I al 22 Pages3i,;{jC1Eagents'
TheTrustee shall pay reasonable compensation for all services
performed bythese agentsfrom the trust estateout of either income
or principat as the Trusteein theTrustee's reasonable discretion
shalldetermine. These payments shallnot decrease thecompensation of
the Trustee. The Trustee shall have an affirmative duty to
seekassistanceand counselfrom thoseagenciesfamiliar with the
natureand special needsof a person undera disabitity simirarto
BHrAN,s disabirity.E.EXCULPATORY CLAUSENo Trustee shall be liable
to any person interestedin thistrust for any act,failureto act, or
default unlessit results from the Trustee'sbad faith,willful
misconduct,or gross negligence.F.WAIVER OF LIABILITY FORPREDECESSOR
TRUSTEEAnysuccessor Trustee may acceptas c'onect any accounting of
trust assetsmade by any predecessor Trustee. However,the successor
Trustee may,in theTrustee's absolute discretion,institute any
actionor proceeding for the setgement of theaccounts, agts,or
omissions of anypredecessor Trustee.G.BOND. WAIVERNo Trustee shall
be required to post bondor surety as securityfor thefaithful
performance of their duties.VI.TheTrustee shall have thePage11 of
22 pagesPOWEHS OF TRUSTEEfollowingpowerc, dutiesanddiscretions in
addition tofrrtR. H.30c,l2ijthose otherwisegranted herein or by
law, exceptas elsewhere hereinspecificallyrestricted.A.To hold any
or all of the trust estate in the form of investmentin whichit
isreceived.B-To sell at public or private sale, to mortgage, ptedge
or to exchangeor lease(includingleasefor a period
extendingbeyondthe terms of thistrust) any stoeks,notes,securities,
real estate,minerals,anyother trustproperty upon suchterms,cash or
creditor both,as the Trustee may deemadvisable.C.To investand
reinvestthetrustestatewithout limitation, to trust
investments,investmentsof anykind, real orperconal,
includingwithout limitation stocks,bonds, notes,mortgages, land or
other rent property, mineralrightsrelatingto tands,
royalties,leaseholds,and participating in partnerships, joint
ventures, and other businessenterprises.D-To construct, repair,
improve, or demolishany improvements upon any realproperty held by
the trust.E-To participate in any reorganization,
consolidation,merger, or dissolutionofany corporation,the stocks,
bonds, orsecuritiesof whichmay be held at anytimeas partof the
trust estate.F.To hold investments or any part of the trust
estatein common or undividedinterestwith other persons.G.To demand,
receive,provide receiptfor,Page 12 at 22 Pagesand collect any and
all rights,3{:i0c31money,properties,or claimsto which this trustmay
be entitled,and to compromise,settle, or abandon any claim in
favorof or againstthis trust.H.To borrow funds forthistrustin such
amounts and for such purposes as theTrus1ee maydeem properandto
purchase property on the creditol thistrust
andinconnectiontherewith,or in connectionwith such borrowing,to
executeand deliverpromissorynotesor other evidence of
indebtednessof this trust, and to mortgageorpledge all or any
paftof the trustto secure paymentof such indebtednessand to
repaysuch indebtednessout of the trust estate.l.To carry, at the
expenseof the trust, insuranceof suchkinds and in suchamountsas the
Trustee deemsadvisable to protect thetrust estateagainst any
damageor loss and to protect the Trustee againstliabilitywith
respectto third parties.J.To vote in person or by proxy on shares
of stock which may be a part of thetrust estate.K.To lend money to
any person or persons upon such terms, but withadequateinterestand
security,as the Trusteemay deemadvisablefor the bestinterestof the
trust and the beneficiary.L.Withoutlimiting the generality of the
foregoing or anyother provision herein,to manage,
control,operate,invest, reinvest, sell, exchange,lease,
mortgage,encumber,and/or deal with the property of this trust for
and on behalfof the trustandthe beneficiarythereol to the same
extent and withthe same powerc that any individual would
haveinrespect to his or her ownproperty andfunds.4ltR. H.Page 13 oI
22 Pages3 {^}C 'i?ZM-The Trusteemayfreely act underall or any of
the powers giventhe Trusteeby this Agreement in all
mattersconcerningthe trust after exercisingthe Trustee's
bestjudgment based upon all the circumstances of anyparticular
situationas to the bestcourse to followin the interestof the trust
and the beneficiarywithoutthe necessityofobtainingthe consentor
approvat ol any court and notwithstandingthat the Trustee mayalsobe
acting individuallyor as Trusteeof othertrusts or as agentlor other
persons orcorporationsinterestedin the same matters as a
stockholder,director, or otherwise,providedthat the Trustee shall
exercisesuch powersat atl timesin a fiduciary capacityin the
interest of the beneficiary hereunder.N.To purchase policies of
hospitalindemnity healthpolicies or life
insuranceancUorannuitiesfor the benefit of the trust beneficiary,
and to hold and to pay for thesame as an investmentand an asset of
the estate, any time and upon successiveoccasions,the premiums to
be chargedagainstincomeor principal, as the Trusteeshalldetermine.
Policies of insurancemay alsobe purchased upon other parties for
thebenefit of the trustas the Trustee in her solediscretion shall
deem appropriate.ln theevent that the Trustee shallhave the
foregoingpowers, duties,and discretion withrespect to policies of
life insuranceheld as pan ol the trust estate:1 .The
Trusteemaypaypremiums, assessments,or other charges withrespect to
suchpolicies together with all othercharges uponsuch policies or
otherwiserequiredto preserve them as binding contracts but shall be
under no duty to do so.2.ln the event that the Trusteeintendsnot to
pay any premium,8"/tPage 14 ot 22 PagesR. H.3 i_}1: c:3Iassessment,
or other charge with respect to anypolicy held by it, or
otherwiseintendsto cancel, convert, or substantiallymodifyanysuch
policy, it shalt first give the insured,the guardian or guardian
advocateof the personof an insuredunderdisability,at
leastfifteen(15)days advancewritten noticeof its intentionto take
such action.3-Any amounts receivedby the Trusteewith respect to
anypolicy asa dividend shall be treated as principat.4-Uponthe
receiptof proof of death of any person whose life is insuredfor the
benefitol any trust hereunder,or upon maturity of any policy
payable to a Trusteeprior to the death of the insured,the
Trusteeshall collectall sums payable withrespecttheretoandshall
thereafterhold such sums as principal of the respectivetrust
estate,exceptthat any interestpaid by the insurertor a period
subsequentto maturityshall beconsidered as income.5.The Trustee may
acceptany payments due it underany seillementarangementmadebeforeor
attbr the death of the insuredand may exercise any
rightsavailableto it undersuch arangement.6-The Trusteemay
compromise,arbitrate, or otherwiseadjustclaimsupon anypolicies, and
may, but shallnot be requiredto, exercise any setttement
optionsavailableunder suchpolicies. The receipt of the Trustee to
the insurer shall be a fulldischarge,and the insurer is not
requiredto see to the application of the proceeds.Notwithstanding
the foregoing, any purchases ol life insurance by theTrusteewith
income of the trust,shallbe accomptishedin such a way as to not
allow{wPage15 of 22 PagesH. H.3L,rC ti?&purchaseof
liteinsuranceon an original Settlor to insure that thereis no
violation of theprovisionsof anyapplicablelntemalHevenue Codes,nor
uponthe {ifeof the Trustee,soas to not violateany of the rutes
promulgatedunderthe lnternal RevenueCode'O.To pay any
necessarytaxes to the appropriate local,stateand/or
federalgovemment for interestincomeresulting frominvestmentsof the
Trust or otheraetivitiesof the trustwhich havetax consequences. ln
addition, to enter into agreements with anytaxingagency,including
but not limitedto the lnternal Revenue Service andany statetaxing
agency,in sucha way so as to circumseribethe scope in which the
administrativeprovisions of the trust maybe implementedto
insurethatthe trust shall not cause anyunanticipated tax
liabilityof any kind and to provide such taxing agencywith
anynecessary disclaimer or agreements restrictingthe discretion of
the Trusteesin lurthertransactions or any other matterwhichmay be
in the best interest of the trust estateandthe beneficiaries of the
trust.p. The Trusteeis expressly authorized, in the
Trustee'sabsolutediscretion,topermitany family memberor triend of
the Setttor,whois residingupon any real propertyforminga part of
the trust estate,to continueresiding there on suchterms as
theTrustees shalldeemproper, whetherrentlree or in consideration of
payment of taxes,insurance, maintenance,and ordinaryrepairs,or
otherwise,O.When the Trusteemust divideany trust propertyinto parts
or shares for thepurpose of distribution, or otherwise, the
Trusteemay,in the Trustee'sreasonablediscretion, makethe
divisionand distribution in identicalinterests,in kind, or partly
in kindf,{/R. H.3ijC''-r?3Page16 of 22 Pagesand partlyin money,pro
rata or non-prorata. Also the Trusteemay make such sales otthe
trust property as the Trusteedeems necessaryto accommodatesuch
distributions.R.The Trusteeshatlhave the power to takeany and all
action necessaryorappropriateto qualily the beneficiarytor
publicbenefits,and to apply for suchbenefits.s.Anytime the
beneficiaryis entitledto receive a noticeor a
distributiontheTrusteesmay give noticeancUormake distributions,in
the Trustee'sdiscretion, in anyone or more of any combinationof the
followingways:1.To the legallyappointedguardian,guardianadvocateor
the like,ofthe personor estateof the beneliciary, or to any
suitable personwith whomthebeneficiary resides or who caresfor
him;Z.By makingexpendituresdirectlylor the benefit of the
Beneficiary.The Trusteeshall not be requiredto seeto the
applicationof any fundsappliedor paid,and the receipt of the payee
shall be full acquittanceof the Trustee. Thedecisionof the
Trusteeas to direct paymentsor applicationof funds as
aboveprescribedshallbe conclusive and bindinguponall partiesin
interestif made in goodfaith.VtI. GENERAL
ADMINISTRATIVEPROVISIONSA.PARTIALINVALIDITYlf any provisionof this
Agreementis void, invalid or unenforceable, theremaining provisions
shallneverthelessbe validand carried into effect.Page 17 ot 22
PagesSrtcaiSbB.HEADINGSAny headings in this Agreement and the Table
of contents are lorconvenience only and are not part ol the
text'C.SITUS OF TRUSTThe situsol the Trust Estate shall be the
state of Florida. The situsof theTrust Estatemay be transferred
fromFrorida, to such other jurisdictionas the incomebeneliciary may
designate, however,onlyuponwritten notice givento the
Trustee'D.APPLICATION TO CIRCUITCOURTlf any disputes arise as to
interpretation ol thisAgreement, or thereis needto obtain court
approvar of any accounting or any interpretation in regard to
thisAgreement, the settlordirectsthe Trustee to makeapplication to
the circuitcourt' itbeingthe intent of the settlor that the
circuitcourtshall assume continuing jurisdiction'E.NUMBER
ANDGENDERAs used in this Trust Agreement, the masculine,
feminineand neutergender, and the plural and singular numbershall
eachbe deemedto includethe otherswhen the contextso indicates. For
example, orrustee" incrudesco-Trustee(s),"Bene{iciary" includes
Beneficiaries'F.TRUSTSHARES OR SUBSHARESFor purposesol
simplicity,the settlor hasusedin this TrustAgreement thetefms
"Shafes"and "SUbShareS-" The SettlOfintends' however' that eaCh
Share Orsubshare, if held in trust, shallbe a separate Trust'{VtR.
H.3ficl:'Page 18 of 22 PagesG.PHYSICALDIVISIONOF TRUST PROPERTYNOT
REQUIREDlf more than one trust is held hereunder,there need be no
physicalsegregationor divisionof the trust propertyexcept as
segregation or divisionmay berequiredon the terminationof any
trust, but the Trusteeshall keep separateaccounts forthe
separateundividedinterests.H.COUNTERPARTSThis TrustAgreementmay be
exeeuted in any numberof counterpartsandeach shall constitute an
originalof one andthe sameTrust
Agreement.I.STATUTES,CODES,ANDREGULATIONSAny referencesto
specificstatutes, codes,or regulationsshall
includeanysuccessors.J,SEVERABIUTYlf any provision of this
TrustAgreement is unenforceable,or shall bedeterminedto be invalid
for any reasonwhatsoever,such provisions shall be severedfrom this
Agreementand the remainingprovisionsshall neverthelessbe canied
into lulltorceand effect.K.NAME OF TRUSTThe trust createdin this
TrustAgreement shall be knowncollectivelyas THEZYLO HAYMES
MARSHALL'AKABRIAN HAYMES MARSHALLSPECIALNEEDSIRREVOCABLE
TRUST,andanyseparate trust(s)createdhereinmay be referred to
byadding the nameof the beneficiary(ies)-{qlPage 19 of 22 PagesR.
H.3i-iCuIuL.CONFIDENTIALITYREGARDINGPROVISIONSThe
Settlordectaresthat it is his desireand intent that the
provisionsof thisTrust Agreementare to remain confidential as to
all persons, subject to anyCourt orgovernmentorderor
process,including requests for clarificationby the
lnternalRevenueService. TheSettlordirectsthat only
informationconcerningbenefitsthen beingpaid toany particutar
beneficiaryshallbe revealedto such individualorhis guardian,or
guardianadvocate or the like, andthat no individualshall havea
right to information concerningbenefitsbeing paid to any
otherbeneficiaryor benefitsto be paidto any beneficiary,including
himself.M.COURT OHDEREDMODIFICATIONThe Trustee mayapplyto a Courtof
competent jurisdiction lor authority toamend the Trusttocarry out
its intent. The Settlor and Trusteespecificallyrecognize andrequest
that anysuchcourt moditythisTrust Agreementas necessaryto insure
that thedirectionsfor the careof BRIANMARSHALL are followedand that
this trustis notconsideredan asset and/or a resourceol his so as to
disqualifyhim from FederalandStateAssistance.Page 20 of 22
Pages:i{lCr2glN WITNESS WHEREOF,the provisionsof this
TrustAgreementshall bind RITAHAYMES as Settlor, and RITA HAYMESas
Trustee,assumingthe role of Trusteehereunder.Datedat Broward
County, Floridaon November10, 1994'frilR.
H.3f;Cl:i{iHITAHAYMESTRUSTEE:Page 21 of 22 PagesSTATEOF
FLORIDACOUNTYOF BROWARDI herebycertitythat on this daybefore me, an
officerduly qualitiedto takeacknowledgments,
personallyappeared,HITAHAYMES,to me personallyknownto bethe person
describedin and who executedthe foregoinginstrument and
sheacknowtedgedbefore methat she executedthe same,and an oath was
nottaken.Thewitnesses subscribedtheir namesas witnessesin the
presenceof the Settlor andTrustee, andin the presenceof each
otherat the SettlorandTrustee's requestafter thesettlor and
Trusteehad signed lheir names.WITNESSmy hand and seal in the county
and Statelast aforesaidthis lOth dayof November, 1994.cc.tzT{t
3r*66tyn$I9o*ffili*-"tt"ttffi&,Iiffi*'*iiiiiil.rsssMycommissionexpires:)))Page
22 al 22 Pages3{lcii31sctlEDuLEOF PHOPEqTYThis scheduleis
attachedto and forms a part of that certain trust
agreementexecutedby RITA HAYMES,as Settlor,and knownas THE
ZYLOHAYMESMARSHALLaka BHIAN
HAYMESMARSHALLSPECIALNEEDSIRREVOCABLETRUST,datedNovember10th, 1994,
and identifiesthe initial trust propertyheld subjectto the
trustthereunder.A.Home Savingsof America,interestchecking
account#01029040654,balance of $3,531.77;B.First NewYork Bank for
Business,money marketaccount #60895-5, dueOctober 6, 1994,in
the:amoi.trtt of $38,588.93;C.First New YorkBank for
Business,moneymaketaccount #60139-2, dueNovember17,1994, in the
amountof $38,466.21;D.Luther Burlcank Savings,money
marketaccount#18121A121,balanceof$61,607.38; andE.50Y" interestin
real property located at 15505Willow Road,Guerneville,California,
appraisedat $39,000.00.3ilf t:\2SCHEDULE OF INSURANCEThis
scheduleis attached to and forms a partof that certaintrust
agreementexecutedby RITA HAYMES,as Settlor, and knownas THE ZYLO
HAYMESMARSHALLaka BRIAN HAYMESMARSHALLSPECIAL
NEEDSIRREVOCABLETRUST' datedNovember 1Oth, 1994, and identiliesthe
lnsuranceheldsubjectto the trustthereunder.InsurerPolicv and
CertificateNumberSiiCii:,3
