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HomeMy WebLinkAbout957841Registration of Living Trust 1. I, e.„..5 y e_- Lt L'U To, v8 am Trustee of the -S e y V CiL Living Trust, which was created on the date of 0 by the grantor, cp...S e t/ 3 2. I hereby acknowledge that I accept the office of Trustee of the Trust, and am now acting as Trustee of the Trust. 3. f Trustee e Te3 c NM, vd Printed Name of Trustee 4. Notary Acknowledgment State of U, t h ;11q County of 1,, Cry X1 On Cb t'1i 1 [t.r, 28}�� 2 Clt .e1 &o`'n d came before me personally and, under oath, stated that he or she i §'he person described in the above document and he or she signed the above document in my presence. I declare under penalty of perjury that the person whose name is subscribed to this instrument appears to be of sound mind and under no duress, fraud, or undue influence. SAVANNA L. H,A'vWKES NOTARY PUBLIC STATE OF 11\ tJw' LINCOLN 4 WYOMING Notary Public �I y Commission Expires My commission expires 00:50? RECEIVED 1/28/2011 at 12:54 PM RECEIVING 957841 BOOK: 761 PAGE: 503 JEANNE WAGNER LINCOLN COUNTY CLERK, KEMMERER, WY 1. Title Living Trust for Single Person or Individual Spouse with Children's Trust Included LIVING TRUST OF Casey Joe Quintarad 2. Declaration of Trust 3. Property Transfer 4. Grantor's Rights 5. Successor Trustee 000504 I, Casey Joe Quintard the grantor of this trust, declare and make this Living Trust on 1/27/2011 (date). This trust will be known as the Casey Joe Quintard Living Trust. I, Casey Joe Quintard will be trustee of this trust and any subtrusts created under this trust. My marital status is that unmarried I transfer ownership to this trust of all of the assets which are listed on the attached Schedule of Assets of Living Trust, which is specifically made a part of this trust. I reserve the right to add or delete any of these assets at any time. In addition, I will prepare a separate Deed, Assignment, or any other documents necessary to carry out such transfers. Any additions or deletions to the Schedule of Assets of Living Trust must be written, notarized, and attached to this document to be valid. Until I die, I retain all rights to all income, profits, and control of the trust property. If my principal residence is transferred to this trust, I retain the right to possess and occupy it for my life, rent -free and without charge. I will remain liable for all taxes, insurance, maintenance, related costs, and expenses. The rights that I retain are intended to give me a beneficial interest in my principal residence such that I do not lose any eligibility that I may have for a state homestead exemption for which I am otherwise qualified. Living Trust for Single Person or Individual Spouse with Children's Trust Included 1 Cash And Bank Accounts Checking Account Bank lstBank Account 555508196 Name(s) on account Little Bear Inx Savings Account Bank l Bank Account 97050000197 Property Questionnaire What Are Your Assets? (Individual accounts can be left by living trust, provided the account ownership has been effectively transferred to the trust; joint tenancy and payable -on -death accounts cannot.) Checking Account Bank Wells Fargo Account 1253306789 1532649109 Name(s) on account Casey Quintard Name(s) on account Little Bear Inc Savings Account Bank Well Fargo Account 2170742304 Name(s) on account Casey Quintard Certificate of Deposit Held by Expiration date Name(s) on account Other Account Bank Account Name(s) on account 0005 ©5 Total Cash Property Questionnaire 1 Vacant Land Location Kasliof AK Value 75000.00 How held and percent held? (Joint Tenants, Tenancy in Common, etc Tenancy in Common Value of your share 37,500.00 Income property Location Value How held and percent held? (Joint Tenants, Tenancy in Common, etc Value of your share Total Real Estate 37500.00 Personal Property (Personal property owned individually or as a tenant -in- common may be left by living trust, provided the assets have been effectively transferred to the trust. Patents, copyrights, and trademarks require special transfer forms.) Car Description Car Description Boat /other vehicles Description Household furnishings Split Equally between Colt, Donnell Wyatt Description Quintard Jewelry and furs Description See Attached List Artwork Split between Colt Donnell Wyatt Property Questionnaire des5 /.%edccos s ATTACHMENT TO CASEY QUINTARD LIVING TRUST 2005 CHEVY PICK UP VIN 1GCHK23225F909612 2002 CHEVY PICK UP VIN# 2GCEK19T621182961 WELLS CARGO INCLOSED TRAILER VIN 1W4200H26A4073214 2000 AZTX INCLOSED TRAILER VIN 4ZBUE0103YK000243 1969 MACH 1 VIN 9F02M105565 2209 RAZOR S VIN 4XAVH76A29D813330 1953 CESSNA 180 SKY WAGON TAIL N1628C KEYSTONE 5 WHEEL MONTANA VIN 4YUDF340255D511579 Spouse Spouse Maiden name Date of marriage Date of birth Address Current income Amount, specific items, or share of trust estate that you desire to leave Alternate beneficiary Children Child Donnell Denise Quintard Date of birth 8/2/89 Address Beneficiary Questionnaire Who Will Receive Which of Your Assets? COCPSO Spouse's name (if any) Current income Amount, specific items, or share of trust estate that you desire to leave 1/3 Share Alternate beneficiary Child Colt Cassidy Quintarad Date of birth 6/28/92 Address Spouse's name (if any) Current income Amount, specific items, or share of trust estate that you desire to leave 1/3 share Alternate beneficiary Beneficiary Questionnaire 1 000509 Child Wyatt Joe Quintard Date of birth 12/2/1998 Address Spouse's name (if any) Current income Amount, specific items, or share of trust estate that you desire to leave 1/3 Share Alternate beneficiary Child Date of birth Address Spouse's name (if any) Current income Amount, specific items, or share of trust estate that you desire to leave Alternate beneficiary Child Date of birth Address Spouse's name (if any) Current income Amount, specific items, or share of trust estate that you desire to leave Alternate beneficiary Grandchildren Grandchild Date of birth Address Spouse's name (if any) Current income Amount, specific items, or share of trust estate that you desire to leave Alternate beneficiary Beneficiary Questionnaire 2 Accounts Due from Address Accounts Due from Address Notes Due from Address Notes Due from Address Notes Due from Address Other Debts Due from Address Other Debts Due from Address Other Debts Due from Address Stocks o 5 0 Total Accounts Notes (Ownership of individually -held stocks and mutual funds may be left by living trust, provided the assets have been effectively transferred to the trust.) Company EOG CUSIP or Certificate 1B- 35341 -T2 and type of shares 23,000.00 Value Property Questionnaire 3 O00O511 Upon my death or if it is certified by a licensed physician that I am physically or mentally unable to manage this trust and my financial affairs, then I appoint Deborah D. Aldcroft (name), of Long Beach, CA (address), as Successor Trustee, to serve without bond and without compensation. If this successor trustee is not surviving or otherwise unable to serve, I appoint BJ Simons (name), of Kemmerer, WY (address), as Alternate Successor Trustee, also to serve without bond and without compensation. The successor trustee or alternative successor trustee shall not be liable for any actions taken in good faith. References to "trustee" in this document shall include any successor or alternative successor trustees. 6. Trustee's Powers In addition to any powers, authority, and discretion granted by law, I grant the trustee any and all powers to perform any acts, in his or her sole discretion and without court approval, for the management and distribution of this trust and any subtrusts created by this trust. I intend the trustee to have the same power and authority to manage and distribute the trust assets as an individual owner has over his or her own wholly -owned property. 7. Additional Trustee Powers The trustee's powers include, but are not limited to: the power to sell trust property, borrow money, and encumber that property, specifically including trust real estate, by mortgage, deed of trust, or other method; the power to manage trust real estate as if the trustee were the absolute owner of it, including the power to lease or grant options to lease the property, make repairs or alterations, and insure against loss; the power to sell or grant options for the sale or exchange of any trust property, including stocks, bonds, and any other form of security; the power to invest trust property in property of any kind, including but not limited to bonds, notes, mortgages, and stocks; the power to receive additional property from any source and add to any trust created by this trust; the power to employ and pay reasonable fees to accountants, lawyers, or investment consultants for information or advice relating to the trust; the power to deposit and hold trust funds in both interest bearing and non interest bearing accounts; the power to deposit funds in bank or other accounts uninsured by FDIC coverage; the power to enter into electronic fund transfer or safe deposit arrangements with financial institutions; the power to continue any business of the grantor; the power to institute or defend legal actions concerning the trust or grantor's affairs; and the power to execute any document necessary to administer any children's trust created in this trust. 8. Incapacitation Living Trust for Single Person or Individual Spouse with Children's Trust Included 2 00'512 Should the successor trustee or alternative successor trustee assume management of this trust during the lifetime of the grantor, the successor trustee or alternative successor trustee shall manage the trust solely for the proper health care, support, maintenance, comfort, and /or welfare of the grantor, in accordance with the grantor's accustomed manner of living. Living Trust for Single Person or Individual Spouse with Children's Trust Included 3 9. Children's Trust Fund A. If any of my children who are named as beneficiaries on the attached Schedule of Beneficiaries of Living Trust are under 18 years old on my death, I direct that any property that I give them under this trust be held in an individual children's trust for each child under the following terms, until each shall reach the age of 18 years old. B. In the trustee's sole discretion, the trustee may distribute any or all of the principal, income, or both as deemed necessary for the beneficiary's health, support, welfare, and education. Any income not distributed shall be added to the trust principal. Any such trust shall terminate when the beneficiary reaches the required age, dies prior to reaching the required age, or all trust funds have been distributed. Upon termination, any remaining undistributed principal and income shall pass to the beneficiary; or if not surviving, to the beneficiary's heirs; or if none, to the residue of the main trust created by this document. 10. Termination of Trust Upon my death, this trust shall become irrevocable. The successor trustee shall then pay my valid debts, last expenses, and estate taxes from the assets of this trust. The successor trustee shall then distribute the remaining trust assets in the manner shown on the attached Schedule of Beneficiaries of Living Trust which is specifically made a part of this trust, subject to the provisions of any children's trust which is created by this document. I reserve the right to add and /or delete any beneficiaries at any time. Any additions or deletions to the Schedule of Beneficiaries of Living Trust must be written, notarized, and attached to this document to be valid. 11. Survivorship 12. Amendments and Revocations O All beneficiaries named in the Schedule of Beneficiaries of Living Trust must survive me by thirty (30) days to receive any gift under this living trust. If any beneficiary and I should die simultaneously, I shall be conclusively presumed to have survived that beneficiary for purposes of this living trust. I reserve the right to amend any or all of this trust at any time. The amendments must be written, notarized, and attached to this document to be valid. I also reserve the right to revoke this trust at any time. A revocation of this trust must be written, notarized, and attached to this document to be valid. Living Trust for Single Person or Individual Spouse with Children's Trust Included 4 OOi S14 X Contact banks, savings and loans, and credit unions Contact mortgage companies XContact stockbroker and investment counselor Open bank accounts for trust Open decedent's safe deposit box ❑Xlnventory all trust assets Collect all monies and property due to decedent L E X Pay all taxes due and file all necessary tax returns Provide notice to all creditors X Pay all debts and expenses of decedent, including funeral expenses ❑X Arrange for sale of trust assets, if necessary X Distribute all remaining assets according to Living Trust X Close trust books and affairs Successor Trustee Duties Checklists 3 Successor Trustee Duties Checklists Immediate Successor Trustee Duties 00515 •XContact cemetery regarding burial or cremation Contact local newspaper with obituary information XContact relatives and close friends Contact employer and business associates Contact lawyer and accountant Arrange for pallbearers Arrange for immediate care of decedent's children Arrange for living expenses for decedent's spouse Contact mortuary or funeral home regarding services Contact veterans' organizations Successor Trustee Duties within First Month EXContact general insurance agent Contact medical and health insurance companies Contact Medicare Contact union regarding pensions and death benefits Contact employer regarding pensions and death benefits Successor Trustee Duties Checklists 1 13. Governing Law This trust, containing 3 pages, was created on the date noted above and will be governed under the laws of the State of Wyoming 14. Signature Signat Cp o Grantor Casey Quintard Printed Naive of Grantor 15. Notary Acknowledgment State of C;M n J County of 1 W coln On (j( uca(,) 2 -11 ?del ease X! e �u>� came before me personally and, under oath, stated that he or she is person person described in the above document and he or she signed the above document in my presence. I declare under penalty of perjury that the person whose name is subscribed to this instrument appears to be of sound mind and under no duress, fraud, or undue influence. Ettfv Yvt) Notary Public My commission expires /2 `7 l (1 SAVANNA L. H,AWKE.S NOTARY PUBLIC COUNTY OF LINCOLN My Comm s sion f.rpi■es Living Trust for Single Person or Individual Spouse with Children's Trust Included STATE OF WYOMING