HomeMy WebLinkAbout953196AFFIDAVIT OF DISABILITY TRUSTEE
UPON DISABILITY OF EDA M. STEPHAN, TRUSTEE
I, JUDITH SHARON ANDERSEN, being of lawful age and being first duly sworn upon my
oath, deposes and states as follows:
1. That my mother, Eda M. Stephan was a Trustmaker and one of the Trustees of the
JOSEPH L. STEPHAN and EDA M. STEPHAN LIVING TRUST, dated April 7,
1998, and any amendments thereto.
2. That in those trust documents, Section 2. a. of Article Four, provided that "A
Trustmaker shall be deemed disabled during any period when, in the opinion of two
licensed physicians, a'fuustmaker is incapacitated or disabled because of illness, age,
or any other cause which results in the Trustmaker's inability to effectively manage
N his or her property or financial affairs."
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0 3. On January 27, 2010, Emily J. Knobloch, M.D. and Martha Stern, M.D. both who are
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licensed physicians, signed a letter, a copy of which is attached to this affidavit as
CD Exhibit 1. That letter expresses the opinion of those two licensed physicians that Eda
34 M. Stephan is disabled.
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1.
4. That in those trust documents, Section 3. c. of Article Twelve states "Upon the
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F disability ofEdaM. Stephan, Diane Kay Jacobson shall serve as disability Trustee...If
a the disability Trustee is unwilling or unable to serve...then the following shall be
named as replacement disability Trustee in the order in which their names appear:
MI First, JUDITH SHARON ANDERSEN..."
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5. That Diane Kay Jacobson is deceased and unable to serve. tel r
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N 6. That I hereby accept the appointment to act as disability Trustee of my mother, Eda
M. Stephan.
Dated this 9 day of rf 2010.
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000469
7. That in accepting that appointment I receive all powers and accept all limitations and
obligations of a disability Trustee as set forth in the JOSEPH L. STEPHAN and EDA
M. STEPHAN LIVING TRUST, dated April 7, 1998, and any amendments thereto.
RECEIVED 4/30/2010 at 1:56 PM
RECEIVING 953196
BOOK: 746 PAGE: 469
JEANNE WAGNER
LINCOLN COUNTY CLERK, KEMMERER, WY
RELEASED
FN EXED
ABSTRACTED
SC'ANN 2
i
ITH SHARON ANDERSEN
STATE OF WYOMING
ss.
COUNTY OF CiLL~c:-c�;::.
by Judith Sharon Andersen.
I, JUDITH SHARON ANDERSEN, being first duly sworn, states that I am the affiant noted
above, that I have read the same, know the contents thereof, and that the statements contained therein
are true.
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TH SHARON ANDERSEN
Subscribed and sworn to before me this 4 day of 2010
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My Commission Expires: \yL...
000470
January 27, 2010
RE: STEPHAN, Eda
DOB: 06/08/1923
EMILY J. KNOBLOCH, M.D.
INTERNAL MEDICINE
006471.
To Whom It May Concern:
I am writing regarding my long time patient, Eda Stephan. She is an 86- year -old female who I have been
caring for since 2003. Eda has multiple medical problems including severe emphysema, a longstanding
history of hypothyroidism, osteoporosis, a history of pulmonary emboli, a history of multiple
compression fractures, diabetes, congestive heart failure and, what I am mostly writing about today,
Alzheimer's disease. Eda has classic Alzheimer's that incapacitates her. She is disabled with her
Alzheimer's and with all of her other illnesses. She is unable to effectively manage her property, pay
bills, dress herself, etc. She is in need of full care and whether that comes from her husband or moving to
the Living Center or from in home help does not matter. The bottom line is that Eda cannot care for
herself in any way and needs full assistance due to all of her medical problems but most importantly due
to her classic Alzheimer's. She cannot remember from the morning until the afternoon and she cannot
complete her activities of daily living on her own.
If I can be of any further assistance in Eda's care, please feel free to let me know. I am going to have Dr.
Martha Stearn, our Alzheimer's specialist, sign this letter as well, confirming Eda's inability to care for
herself and manage her daily activities. Thank you for any help you can give this lovely woman.
Very Sincerely,
Emily Knobloch, M.D.
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557 E. BROADWAY P.O. BOX 4665 JACKSON, WY 83001 (307) 733 -7607 FAX: (307) 733 -8276