JOHN ALEX DOE 123 AGENCY RD CITY US 12345 USA Doe, John Alex Under Declaration of ...

16 Pages·2017·1.31 MB·English

UCC FINANCING STATEMENT
FOLLOW INSTRUCTIONS
A. NAME & PHONE OF CONTACT AT FILER (optional)
B. E-MAIL CONTACT AT FILER (optional)
C. SEND ACKNOWLEDGMENT TO: (Name and Address)
THE ABOVE SPACE IS FOR FILING OFFICE USE ONLY
1. DEBTOR'S NAME: Provide only one Debtor name (1a or 1b) (use exact, full name; do not omit, modify, or abbreviate any part of the Debtor’s name); if any part of the Individual Debtor’s
name will not fit in line 1b, leave all of item 1 blank, check here and provide the Individual Debtor information in item 10 of the Financing Statement Addendum (Form UCC1Ad)
1a. ORGANIZATION'S NAME
OR
1b. INDIVIDUAL'S SURNAME FIRST PERSONAL NAME ADDITIONAL NAME(S)/INITIAL(S) SUFFIX
1c. MAILING ADDRESS CITY STATE POSTAL CODE COUNTRY
2. DEBTOR'S NAME: Provide only one Debtor name (2a or 2b) (use exact, full name; do not omit, modify, or abbreviate any part of the Debtor’s name); if any part of the Individual Debtor’s
name will not fit in line 2b, leave all of item 2 blank, check here and provide the Individual Debtor information in item 10 of the Financing Statement Addendum (Form UCC1Ad)
2a. ORGANIZATION'S NAME
OR
2b. INDIVIDUAL'S SURNAME FIRST PERSONAL NAME ADDITIONAL NAME(S)/INITIAL(S) SUFFIX
2c. MAILING ADDRESS CITY STATE POSTAL CODE COUNTRY
3. SECURED PARTY'S NAME (or NAME of ASSIGNEE of ASSIGNOR SECURED PARTY): Provide only one Secured Party name (3a or 3b)
3a. ORGANIZATION'S NAME
OR
3b. INDIVIDUAL'S SURNAME FIRST PERSONAL NAME ADDITIONAL NAME(S)/INITIAL(S) SUFFIX
3c. MAILING ADDRESS CITY STATE POSTAL CODE COUNTRY
4. COLLATERAL: This financing statement covers the following collateral:
5. Check only if applicable and check only one box:Collateral is held in a Trust (see UCC1Ad, item 17 and Instructions) being administered by a Decedent’s Personal Representative
6a. Check only if applicable and check only one box: 6b. Check only if applicable and check only one box:
Public-Finance Transaction Manufactured-Home Transaction A Debtor is a Transmitting Utility Agricultural Lien Non-UCC Filing
7. ALTERNATIVE DESIGNATION (if applicable): Lessee/Lessor Consignee/Consignor Seller/Buyer Bailee/Bailor Licensee/Licensor
8. OPTIONAL FILER REFERENCE DATA:
FILING OFFICE COPY — UCC FINANCING STATEMENT (Form UCC1) (Rev. 04/20/11)
1 

After Recording Return to: )
JOHN ALEX DOE Trust )

2
Care of: Doe, John Treasurer )
000 Kensington Avenue, Apt H )
3
Glendale, California )
THE ABOVE SPACE IS FOR FILING OFFICE USE ONLY
AFFIDAVIT OF TITLE
4
STATEMENT OF BENEFICIAL OWNERSHIP 

5 I , John-Alex: Doe, am familiar with the facts recited and declare that;
6 1. I have attained the full age of majority on January 1, 1997, the first day of the 18th year from June 14, 1979, the
date establishing the trust, holding the Estate, State of Ohio #134-79-059391, filed with the local Registrar, in
7 Trumbull County, Ohio May 30, 1979, attached as Exhibit A, hereinafter “Certificate”; and that
2. I am the Beneficial owner of the person named in the Certificate, JOHN ALEX DOE, created by the delivery and
8 receipt of chattel, received in Trust by the registrar of Tumble County on or about June 30, 1979;
3. I am the beneficial owner, of the principal, and equitable interest loaned from the estate, secured within the
9 FIDELITY INVESTMENT GRADE BOND FUND - FBDNX under CUSIP #000000000; affecting certain real
estate in the city of Tiny Town,[Parcel #: 6746307] and the State of Ohio
10 4. I intends to pledge said collateral to secure funding in the absence of substance backed currency;
5. I warrant title and ownership over the above certificate
6. This constitutes the registration of my lien (security entitlement).
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7. By virtue of that ownership I am entitled and authorized to act, appoint, assign, convey, cancel, and/ or execute
said Trust/Estate, AND IT IS SO ORDERED, BY.
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7.1. That all right title and interest is hereby transferred conveyed and assigned to be held under title of
Doe, John Alex, Trustee u/a USA d/b/a John Alex Doe Tr Dtd 5-30-1979 ; and that,
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7.2.An entry is logged upon the records of the County, to show Beneficial Ownership and Interest to be
held accordingly.
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I declare under the laws of the United States of America that the foregoing is true and correct, Executed
15
this 16th day of April , 2017.


16

17 By: Doe, John Alex

Sui Juris
18 We the undersigned Witnesses hereby stand and attest that the fore-signed, signed this document on the date
listed supra, of their own free will, as witnessed by our signatures below:
19 

20
_______________________________ _____________________________

21 Curtis Jr, Mark-Doe Armstrong, John-Anderson

in care of: 0000 Raymond Drive in care of: 0000 Donovan Drive

Canyon Country, California Los Angeles, California
22
;
JURAT
23
A notary public or other officer completing this certificate verifies only the identity of the individual who signed
the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
24

25 State of California
County of Los Angeles
26
Subscribed and sworn to (or affirmed) before me on this 16th day of February , 2017 by JOHN ALEX DOE proved to me
on the basis of satisfactory evidence to be the person(s) who appeared before me.
27

28 


(Seal)


Signature _______________________________________
This instrument prepared by: !1 VOID WHERE PROHIBITED BY LAW 

JAD Trust

Your CUSIP Results are as follows:

SYLVESTER MOORE (BC 134-79-059391)
Fidelity Investment Grade Bond Fund
Symbol: FBNDX
CUSIP: 316146109

Inception Date: 8/6/1971
Net Assets: $7,089,000,000.00 as of
2/21/2016
Portfolio Assets: $7,089,000,000.00 as of
2/21/2016

A little about the Fund:

Normally investing at least 80% of assets in investment-grade debt securities (those of
medium and high quality) of all types and repurchase agreements for those securities.
Investing in lower-quality debt securities. Engaging in transactions that have a leveraging
effect on the fund.
RB123456789US
MINUTES OF THE INITIAL TRUSTEE MEETING OF
JOHN ALEX DOE TRUST©
_____________________________________________________________________________________________
Date: ! March 25, 2016 nunc pro tunc June 11, 1968
Place of Meeting: 123 Any Street, at Las Vegas, Nevada Republic, zip code exempt
THE FIRST TRUSTEE, John-Alex, of the family Doe©, of the aforementioned Trust, was present and
constituted a quorum of the Board.
Trustee called the meeting to order and affirmed that officially on JULY 01, 1961 the trust was created but was left
properly unmanaged until _____ day of _______________ , 20___ until accepted by appointment of John- Alex, of
the family Doe© has been accepted as First Trustee of the Trust. Trust became fully operational as a separate legal
entity on JULY 01, 1961. A temporary secretary, as undersigned below, was appointed to record these minutes.
Trustee approved the initial exchange on the attached Addendum to Initial Meeting, and authorized the issuing of
the agreed number of certificates to the Exchanger(s).
Trustee then appointed Johanne Doe, another Trustee, and the party being present accepted the appointment
and affixed their signature below.
Trustee stated that the Trust was in immediate need of a person or persons who could serve as MANAGING
DIRECTOR(S). After discussion, and upon motion duly made, seconded and carried, it was RESOLVED that the
following person(s) herein named as officer(s) of the Trust to serve and be indemnified from all liability for
accepting and operating in this position (see the subsequent Hold Harmless and Indemnity Agreements) and until
replaced by resolution of the Board of Trustees, in the capacity as identified below:
John-Alex, of the family Doe© shall serve as Managing Director
Johanne Doe shall serve as Secretary
It is DECIDED that the Managing Director(s):
! a. will be authorized to conduct day to day routine business without need for Board action;
! b. to hold Trust business meetings, and to appoint assistants or hire personnel as deemed necessary; and
! c. shall be authorized to open one or more checking or savings accounts at a financial institution of the
Manager's choice and maintain such accounts at the Manager's discretion.
! ! i. However, all questions relating to legal determinations, tax planning, exchanges or purchases of
real or personal property, the issuance of Trust Certificate Units and other such important matters
shall require approval of the Board.
The Secretary shall:
! a. keep minutes of all future business meetings and Board of Trustees meetings
! b. act in the best interests of all Trust Certificate Holders through prudent record keeping of certificate
transfers and other business respecting the holders and this Trust.
Other officers besides Trustees shall:
! a. be independent contractors;
! b. execute a written contract with the Trust setting forth any specific duties, responsibilities, general
working relationship, services to be rendered, and compensation; and
RB123456789US
! c. execute each contract by the Board of Trustees, or the MANAGING DIRECTOR(S) or Secretary and
recorded in the Minute Book.
All Trustees, Officers and Agents of this Trust shall:
! a. respect, keep and preserve the privacy of Trust business dealing, records, and the like; and
! b. not divulge private information to third parties or government agencies or courts without express
consent of Board of Trustees.
There being no more business before the Board, the meeting was adjourned.
By: _____________________________ Print: _____________________________ Title: _____________________
! Authorized Representative
By: _____________________________ Print: _____________________________ Title: _____________________
! Authorized Representative
RB123456789US
JOHN ALEX DOE TRUST©
Schedule A
Date of Asset, Security, Form of FMV Serial / CUSIP
Transfer Property Description Ownership Identifying
Number
4/03/2017 Certificate of Live Birth Title in $100,000,000.00 1979-05-12345 209229289
Registrant: First, Last Common;
Macon County Beneficial
Ownership
4/03/2017 DD214 Beneficial $250,000.00 123-45-6789 123456789
Ownership
Executed this ______ day of March , 2017 .
By: _____________________________ Print: _____________________________ Title: _____________________
! Authorized Representative
By: _____________________________ Print: _____________________________ Title: _____________________
! Authorized Representative
* The Trust makes no warranty as to the accuracy of CUSIP numbers.
SS-4 A pplication for Employer Identification Number OMB No. 1545-0003
F orm

( Rev. J anuary 2010) (For use by employers, corporations, partnerships, trusts, estates, churches, EIN
government agencies, Indian tribal entities, certain individuals, and others.)
Department of the Treasury
Internal Revenue Service ! See separate instructions for each line. ! Keep a copy for your records.

1 Legal name of entity (or individual) for whom the EIN is being requested
John Alex Doe Trustee under agreement with JOHN ALEX DOE Dated 11-4-16
y. 2 Trade name of business (if different from name on line 1) 3 Executor, administrator, trustee, “care of” name
arl John Alex Doe Doe, John, Trustee
e
cl 4a Mailing address (room, apt., suite no. and street, or P.O. box) 5a Street address (if different) (Do not enter a P.O. box.)
nt 123 Any Street N/A
pri 4b City, state, and ZIP code (if foreign, see instructions) 5b City, state, and ZIP code (if foreign, see instructions)
r Any City, State, U.S. of North America United States of North America
o
e 6 County and state where principal business is located
yp N/A
T

7a Name of responsible party 7b SSN, ITIN, or EIN
JOHN ALEX DOE 123-45-6789
8a Is this application for a limited liability company (LLC) (or 8b If 8a is “Yes,” enter the number of
a foreign equivalent)? Yes ✔ No LLC members !
8c If 8a is “Yes,” was the LLC organized in the United States ? Yes No
9 a Type of entity (check only one box). Caution. If 8a is “Yes,” see the instructions for the correct box to check.

Sole proprietor (SSN) Estate (SSN of decedent)

Partnership Plan administrator (TIN)

Corporation (enter form number to be filed) ! ✔ Trust (TIN of grantor)

Personal service corporation National Guard State/local government

Church or church-controlled organization Farmers’ cooperative Federal government/military

Other nonprofit organization (specify) ! REMIC Indian tribal governments/enterprises
Other (specify) ! Grou p Exemption Number (GE N) if any !
9b If a corporation, nam e the state or foreign country State Foreign country
(if applicable) where incorporated N /A N /A

10 Reason for applying (check only one box)
Banking purpose (specify purpose) !

Started new business (specify type) ! Changed type of organization (speci fy new type) !
Purchased going business

Hired employees (Check the box and see line 13.) Created a trust (specify type) !
Compliance with IRS withholding regulations Created a pension plan (specif y type) !
✔ O ther (specify) ! BENEFICIAL OWNER/ Entity Classification Purposes
11 Date business starte d or acquired (month, day, year). See instructions. 12 Closing month of accounting year DECEMBER
*11*/*4*/*2017*
14 If you expect your employment tax liability to be $1,000
1 3 Highest number of employees expected in the next 12 months (enter -0- if none). or less in a full calendar year and want to file Form 944
annually instead of Forms 941 quarterly, check here.
If no employees expected, skip line 14.
(Your employment tax liability generally will be $1,000

or less if you expect to pay $4,000 or less in total
Agricultural Household Other wages.) If you do not check this box, you must file
0 0 1 Form 941 for every quarter. ✔
1 5 First date wages or annuities were paid (month, day, year). Note. If applicant is a w ithholding agent, enter date income will first be paid to
nonresident alien (month, day, year) ! N/A

1 6 Check one box that best describes the principal activity of your business. Health care & social assistance Wholesale-agent/broker
Construc tion Rental & leasing Transportation & warehousing Accommodation & food service Wholesale-other Retail
Real estate Manufacturing Finance & insurance Other (specify)
1 7 Indic ate principal line of merchandise sold, s pecific construction work done, p roducts produced, or services provided.
N/A
1 8 Has the applicant entity shown on line 1 ever applied for and received an EIN? Yes ✔ No
If “Yes,” write previous EIN here !
Complete this section only i f yo u want to authorize the named individual to receive the entity’s EIN and answer questions about the completion of this form.
Third Designee’s name D esignee’s telephone number (include area code)
Party N/A ( ) N/A
Designee Address and ZIP code D esignee’s f ax number (include area code)
N/A ( ) N/A
U nder penalties of perjury, I declare that I have examined this application, and to the best of my knowledge and belief, it is true, correct, and complete. A pplicant’s tel ephone number (include area code)
Name and title (type or print clearly) ! John Doe, Trustee / Authorized Representative ( 000 ) 000-0000
A pplicant’s f ax number (include area code)
Signature ! Date ! ( 000 ) 000-0000

F or Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 16055N Form SS-4 (Rev. 1-2010)
8832
Form Entity Classification Election
(Rev. December 2013) OMB No. 1545-1516
Department of the Treasury
(cid:97) Information about Form 8832 and its instructions is at www.irs.gov/form8832.
Internal Revenue Service
Name of eligible entity making election Employer identification number
Type Number, street, and room or suite no. If a P.O. box, see instructions.
or
Print
City or town, state, and ZIP code. If a foreign address, enter city, province or state, postal code and country. Follow the country’s practice for entering the
postal code.
(cid:97) Check if: Address change Late classification relief sought under Revenue Procedure 2009-41
Relief for a late change of entity classification election sought under Revenue Procedure 2010-32
Part I Election Information
1 Type of election (see instructions):
a Initial classification by a newly-formed entity. Skip lines 2a and 2b and go to line 3.
b Change in current classification. Go to line 2a.
2 a Has the eligible entity previously filed an entity election that had an effective date within the last 60 months?
Yes. Go to line 2b.
No. Skip line 2b and go to line 3.
2 b Was the eligible entity’s prior election an initial classification election by a newly formed entity that was effective on the date of
formation?
Yes. Go to line 3.
No. Stop here. You generally are not currently eligible to make the election (see instructions).
3 Does the eligible entity have more than one owner?
Yes. You can elect to be classified as a partnership or an association taxable as a corporation. Skip line 4 and go to line 5.
No. You can elect to be classified as an association taxable as a corporation or to be disregarded as a separate entity. Go
to line 4.
4 If the eligible entity has only one owner, provide the following information:
a Name of owner (cid:97)
b Identifying number of owner (cid:97)
5 If the eligible entity is owned by one or more affiliated corporations that file a consolidated return, provide the name and
employer identification number of the parent corporation:
a Name of parent corporation (cid:97)
b Employer identification number (cid:97)
For Paperwork Reduction Act Notice, see instructions. Cat. No. 22598R Form 8832 (Rev. 12-2013)
Form 8832 (Rev. 12-2013) Page 2
Part I Election Information (Continued)
6 Type of entity (see instructions):
a A domestic eligible entity electing to be classified as an association taxable as a corporation.
b A domestic eligible entity electing to be classified as a partnership.
c A domestic eligible entity with a single owner electing to be disregarded as a separate entity.
d A foreign eligible entity electing to be classified as an association taxable as a corporation.
e A foreign eligible entity electing to be classified as a partnership.
f A foreign eligible entity with a single owner electing to be disregarded as a separate entity.
7 If the eligible entity is created or organized in a foreign jurisdiction, provide the foreign country of
organization (cid:97)
8 Election is to be effective beginning (month, day, year) (see instructions) . . . . . . . . . . . . (cid:97)
9 Name and title of contact person whom the IRS may call for more information 10 Contact person’s telephone number
Consent Statement and Signature(s) (see instructions)
Under penalties of perjury, I (we) declare that I (we) consent to the election of the above-named entity to be classified as indicated
above, and that I (we) have examined this election and consent statement, and to the best of my (our) knowledge and belief, this
election and consent statement are true, correct, and complete. If I am an officer, manager, or member signing for the entity, I further
declare under penalties of perjury that I am authorized to make the election on its behalf.
Signature(s) Date Title
Form 8832 (Rev. 12-2013)