Private Discretionary Trust (PDT) Template (Draft)
Private Discretionary Trust (PDT) Template (Draft)
Private Discretionary Trust (PDT) Template (Draft)
THE HOUSE OF
SURNAME PRIVATE
DISCRETIONARY
TRUST
DEED OF TRUST:
SCHEDULE A
THIS IS AN AMENDMENT TO THE PRIVATE DISCRETIONARY TRUST DATED
DATE
TRUSTEES:
: name: Surname: DOB Date
: name: Surname: DOB Date
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PART 1: TRUST PROPERTY
The Trustee(s) hereby accepts assignments, exchanges and transfers to the Trust as described
in Schedule A and additional items at any time, for the beneficiaries as defined in Schedule
B. Additional Schedules may be added at any time.
PART 4. TRUSTEES
Additionally, the following are named as Trustees, : name: Surname:, : name: Surname: and
successor Trustee : name:. Any Trustee shall have the power to appoint a Successor or
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additional Trustee. Each Trustee shall have the same power and authority as any other
Trustee.
PART 5. BENEFICIARIES
No title to any of the Trust assets shall vest in any Beneficiary until the actual termination of
this Trust, and no asset shall be liable for any debts of any Beneficiary. The Beneficiaries are
noted in Schedule C of this Deed.
PART 7. BOND
No Trustee shall give any Bond or other Security without Special Resolution.
PART 8. REVOCABILITY
This Trust is irrevocable and the settlor does waive all rights and powers, whether
individually or in conjunction with others, and regardless of when or from what source he
may have acquired such rights or powers, to alter, revoke, or terminate the Trust, in whole or
part. The Trustee may further define or amend this Trust to confirm to insurance, banks, or
the benefit of the beneficiaries.
PART 9. TERM
The term of this trust is two hundred years. This Trust shall automatically expire unless
renewed. Renewal shall only take place upon the expressed written notice by any party to
this Trust or prior to expiration with the same terms and conditions.
Dated: Date
Endorsed: Date
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PRIVATE AND CONFIDENTIAL WRIT
NOTICE OF THE CEO
Date Amended on Date &
Endorsed on the Date by Special Resolution
THE HOUSE OF
SURNAME PRIVATE
DISCRETIONARY
TRUST
LIST OF ASSETS &
PROPERTY:
SCHEDULE B
In accordance with this Trust, the Trustee(s) have now entered into this agreement from the
dates noted above by and between the Creator and the Trustee. The Following described
property is hereby conveyed to the Trust, and accepted by the Trustees on behalf of the Trust
for the Beneficiaries.
Valuable Consideration
Valuable Consideration, equities and other transferred assets. This list of property is
comprehensive and is the description of those certain properties which were agreed upon and
known to all parties of the Trust at the time of the execution of this Trust Agreement and its
Amendments, and includes all properties. See Instrument JNB-00A1.
FURTHERMORE, other itemised or assigned assets may be created and accepted from time-
to-time. Such as items shall be noted by recorded title change when appropriate. Such assets
are not limited herein, but may also include any creations, assigned or transferred assets,
designers, awards, banking documents, contracts, agreements, inheritances, judgements,
stock, bonds, investments, partnerships, collectables, recoveries, rebates, gifts, royalties,
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products, income, dividends, insurance, bill of sale, trademarks, trade names, copyrights, or
additional Schedules to this Trust. The Trustees hereby accepts these assets.
Any persons, agency or government services desiring a copy of the Assets listed in Schedule
B, may do so by written request for consideration of the Settlor at a non-recoverable
Application fee of $10,000.00. The request form is identified as Application JNB001013A
which shall be surrendered immediately upon proof of payment. The Application for
consideration is not a contract for any form of tacit agreement to the Application
JNB001013A as the applicants interest may demonstrate they are a party of the Trust or that
they have the best interest of the Beneficiaries to obtain the Application JNB001013A.
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PRIVATE AND CONFIDENTIAL WRIT
NOTICE OF THE CEO
Date Amended on Date &
Endorsed on the Date by Special Resolution
THE HOUSE OF
SURNAME PRIVATE
DISCRETIONARY
TRUST
LIST OF BENEFICIARIES
SCHEDULE C
Beneficiaries
All assets are held and owned in Trust for the beneficiaries. The Trustees shall have sole
absolute authority to determine between income and principal, allocations between
Beneficiaries, distributions to Beneficiaries, purpose of distributions, schedule of
distributions, assignment of taxes (if any) to any Settlor, Trustee or Beneficiary, disclosure of
documents relating to the Trust, allowable be reassigned at the sole discretion of the Trustees.
Direct Beneficiaries are listed in Instrument JCS00B1.
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PRIVATE AND CONFIDENTIAL WRIT
NOTICE OF THE CEO
Date Amended on Date &
Endorsed on the Date by Special Resolution
THE HOUSE OF
SURNAME PRIVATE
DISCRETIONARY
TRUST
APPOINTMENT OF
TRUSTEES:
SCHEDULE D
Each Trustee of this Trust listed in Schedule A is acted as a security agent and is entrusted
with the primary purpose and duty of paying debts, dividends, interest, salaries, wages,
profits, pensions, or employee benefits of any kind to the beneficiaries. Each empowered
person, to include each Trustee and each protector is considered to be a “personal
representative” and this agreement is considered an “arrangement under which a person is
nominee or escrowee for another” as described in Probate Code. A Trustee shall accept the
position of Trustee by their signature, or by another active participation, such as the
management or transfer of any asset. Only one Trustee is required for any action. Each
Trustee has the exact same powers as any other Trustee. Any Trustee shall have the power to
resign at any time. Each Trustee shall have the same power and authority as any other
Trustee.
No Trustee shall have the power to distribute assets for personal benefit or for personal
obligations of any Creator or Trustee. Only a singular Trustee is required to sign bank
documents. The Trust releases every bank institution from any liability regarding signature
cards and paper authorisation of any Trustee, past or present. Each Trustee expressly waives
all rights and powers, whether individual or in conjunction with others, and regardless of
when or from what source such rights or powers may have been acquired, to alter, amend,
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revoke, or terminate the Trust in whole or in part; EXCEPT the Trustee may further define or
amend this Trust, to complete financing agreements, to conform to title escrow companies,
maintain insurance, perform banking transactions, or for the benefit of Beneficiaries.
The Trustees are identified in Schedule A of this Trust Deed.
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PRIVATE AND CONFIDENTIAL WRIT
NOTICE OF THE CEO
Date Amended on Date &
Endorsed on the Date by Special Resolution
THE HOUSE OF
SURNAME PRIVATE
DISCRETIONARY
TRUST
GOVERNANCE & RULES:
SCHEDULE E
The Private Discretionary Trust was originally expressed verbally by and between the Settlor
and Trustee on the Date, which shall be considered but all concerned interest and affected
parties to the House of Surname Trust was formed.
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authenticating the documents created and/or served in all commercial activity between
the Trust and other legal entities;
B. Demand, collect, receive, issue, receipt for, invoice, sue and recover all sums of
money or other property which may now or hereafter become due, owing or payable
to the trust;
C. Execute, sign and endorse any and all documents, claims, bills, instruments, receipts,
cheques, drafts, or warrants issued in the event of any and all circumstances;
D. Settle or compromise any and all, now existing or hereafter arising, against the Trust
and/or any property granted herein or others; and
E. File any claim(s) or take any action(s) or institute or take part in any proceeding(s),
either in their name or of Trust or others at the Grantor/Trustee joint discretion.
In Addition, the original, authenticated signature of Grantor/Trustee on any instrument,
licence, permit or any document now existing or hereafter arising, upon which the name of
the Trust is however evidenced, is hereby the authorised signature of the Trust.
The Grantor/Trustee may also open accounts, receive, open and/or dispose of all mail
addressed to the Trust, and any address to which mail and payments are to be sent. This
power and the authority here conferred is irrevocable by any other party, remaining in full
force and effect until terminated by the Grantor/Trustee’s joint discretion.
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4. Subordination to the Claims of the Grantor/Trustee
Any debts owed by the Trust to the Grantor/Trustee (if any), whether now existing or
hereafter arising, shall have priority over any and all claims that third parties may raise
against the property listed in Schedule B.
The Trust hereby expressly subordinates all claims against the Grantor/Trustee, upon any
account whatsoever, to the claims that the Grantor/Trustee have or will have against the Trust
(if any).
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7. Interpretation and Amendments
This Deed, together with Schedule B and any other duly authorised documents annexed
hereto comprise the intent understanding and intent of the Trust, as to the matters set forth
herein. Interpretation is as Grantor and Trustees deem it to be in common speak. Where
there is confusion the Grantor and Trustees version shall apply in all manners. No alteration
or amendment to this Deed will be effective unless it is expressed in writing, sealed by the
Trust and signed by the Grantor and Trustees.
WHEREFORE, this Deed is hereby irrevocably executed as the will of the Grantor and
Trustees this date, henceforth, without negotiation.
: name: Surname
Settlor / Grantor
: name: Surname
: name: Surname:
Trustee / SOLE Administrators
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PRIVATE AND CONFIDENTIAL WRIT
NOTICE OF THE CEO
Date Amended on Date &
Endorsed on the Date by Special Resolution
THE HOUSE OF
SURNAME PRIVATE
DISCRETIONARY
TRUST
PRIVATE EASEMENT:
SCHEDULE F
ITEMISED FEE
The Fee Schedule and Proof of Claim was declared by Statutory Declaration on the
Date establishing an automatic permanent default judgement and irrevocable equitable
estoppel by acquiescence, barring the right of appeal from the Date sealed by the Registrar of
the New Plymouth District Court and Magistrates Justice of the Peace in the same year Year.
Instruments were sent to the Governor General, Attorney General, Prime Minister (and
Subsequent Minister’s – served by way of notice to agent is notice to principal, and notice to
principal is notice on agent) dba “Her Majesty Queen in Right of New Zealand CIK:
0000216105”. On the Date a “Revocation of Her Majesty the Queen in Right of New
Zealand Corporation CIK: 0000216105 Declaration” was served in the New Plymouth
District Court, sealed by the Magistrates Justice of the Peace. Subsequently, a letter of
verification and notice of status AND Claim of Right and Fee Schedule was sent to Queen
Elizabeth the Second, Defending of the Faith and Commonwealth Realm, who by the grace
of God, made oath at her Coronation under God to uphold Common Law as paramount and
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mandatory, and having not disputed this claim in 40 days, did come into effect by default on
the Date.
The auspice of the House of Surname includes ALL members of the House of Surname
as well as whangai members or parties who hold a secured vested interest in the House of
Surname at the discretion of the CEO and General Executor.
The Easements and Itemised Fee Schedule set forth are to be instated in any business
dealing with the House of Surname, including but not limited to, all variations and deviations
of the first, middle, last and any alias and or name change by de-pole name chosen by that
member of all members declared in the House of Surname in codicil by writ of the Surname
Trust et al, and any and all variations thereof for any business conducted relevant to this
schedule. The CEO reserves the right to amend or adjust under special resolution to make
consideration of interpretation, as Maori Version applies and is interpreted as the CEO
intended. Any clarification must be made in writing for consideration. Fees are due and
ARE REQUIRED to be paid before said business can commence. Upon invoicing or
subsequent invoicing, amounts are due in 15 days after day of receipt. If this is not met or
paid in full, it is the right of the General Executor to refuse or void any form of business
integration and/or transaction. Fees are subject to change at any time without prior notice.
The General Executor is the only authorised personnel to alter, void and/or enforce said fees
and may do so at any time.
The General Executor comes under the Territorial Jurisdiction the House of Surname
reside having its own governance.
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Itemised Fee Schedule and
Private Easement Schedule
5. Fingerprinting 2,000.00
6. Photographing 2,000.00
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(Currency as determined by General Executor)
1. Citations 6,000.00
2. Warning / ANY Notice written on paper 2,500.00
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Section G: Car / Personal Property Trespass, Carjacking,
Theft, Interface with Commerce
(Currency as determined by General Executor)
1. Agency by Estoppel 5,000.00
2. Colour of Law 15,000.00
3. Implied Colour of Law 15,000.00
4. Criminal Coercion 500,000.00
5. Criminal Contempt of Court 500,000.00
6. Estoppel by Election 35,000.00
7. Estoppel by Laches 35,000.00
8. Equitable Estoppel 50,000.00
9. Fraud 10,000.00
10. Fraud Upon the Court 200,000.00
11. Larceny 25,000.00
12. Grand Larceny 100,000.00
13. Larceny by Extortion 100,000.00
14. Larceny by Trickery / Deceit 10,000.00
15. Obstruction of Natural Justice / Native Justice 1,00,000.00
16. Obtaining Property by False Pretences 1,00,000.00
17. Simulating Legal Process 5,00,000.00
18. Perverting / Denying Native Justice / Jurisdiction 10,000.00
19. Vexations Litigation 10,000.00
20. Trespass upon Motor / Transport Conveyance 10,000.00
21. Seizure of Motor / Transport Conveyance 10,000.00
22. Removal of any property or Cargo from Vessel 10,000.00
23. Theft of Licence Plate / Licence 1,000.00
24. Unlawful Lien on Motor Conveyance 5,000.00
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30 minutes 1,000.00
60 minutes 3,000.00
90 minutes 10,000.00
b. Voluntarily 10,000.00
2. Driver’s License
b. Voluntarily 10,000.00
3. SSN/WINZ/IRD
b. Voluntarily 10,000.00
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Section K: Time Usage for Court
Appearance
(Currency as determined by General Executor)
1. 30 Minutes
b. Voluntarily 1,000.00
c. 60 Minutes 7,000.00
2. 90 Minutes or more
b. Voluntarily 3,000.00
Section L: Transgressions
by public official(s), police officer(s), Judge(s), attorney(s), in
fact all judicial accommodation party(-ies) in contract
(Currency as determined by General Executor)
1. Failure to Honour God Given Rights 2,000.00
2. Failure to Honour Oath of Office / Mandate 5,000.00
3. Failure to Honour Constitutional Oath/ He Whakaputanga / Te Tiriti O Waitangi 5,000.00
4. Failure to Honour Native Jurisdiction, Tikanga & Kawa 5,000.00
5. Failure to Honour written and / or oral word 5,000.00
6. Silence / Dishonour / Default / Failure to provide evidence when asked 5,000.00
7. Failure to Honour / No bond 5,000.00
8. Phone call to telephone number used by executor incl. from alleged debt collectors 5,000.00
9. Telephone Message left on Phone. Service or Equipment or Executor 5,000.00
10. Use of Street Address / Mailing location 1,000.00
11. Time Waiting for Scheduled Appointments 1,000.00
12. Male/Female Stealing 7,500.00
13 Kidnapping by Fraud 7,500.00
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14. Prevention / Detention from Free Movement and/or cuffed/restrain 7,500.00
15. Incarceration / Prevention from Free Movement 7,500.00
16. Failure to Follow State Statutes, codes, rules and/or regulations 5,000.00
17. Failure to State a Claim upon which Relief can be granted 25,000.00
18. Failure to Present a living injured or harmed party 10,000.00
19. Failure to provide a contract signed by all parties *10,000.00
20. Failure to provide IR10990ID(s) and other IR Reporting Forms / Bond Instruments *10,000.00
21. Default by Non Response or Incomplete Response *10,000.00
22. Fraud *10,000.00
23. Racketeering *10,000.00
24. Theft of Public Funds *10,000.00
25. Dishonour in Commerce *10,000.00
26. Failure to Pay Counterclaim within Thirty (30) days **10,000.00
27. Perverting of Justice Judgement *10,000.00
28. Forced giving of Body Fluids 500,000.00
29. Forced injections/inoculations/vaccines 500,000.00
30. Forced separation of marriage contract 16,000.00
31. Confiscation/Kidnapping of a body not a NZ Citizen 16,000.00
32. Corporate State continuing a Mortgage for more than five (5) years in violation of 600,000.00
Banking Act 1864 which takes precedence over current Statutes at large (each)
33. Attempted extortion of Signature 600,000.00
34. Attempted Forgery of Signature 600,000.00
35. Failure to produce Original Native Title Bill of Sale (extinguished Native Title) *10,000.00
36. Death whilst attending or awarding matters 100,000,000.00
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Section M: Kidnapping
(Currency as determined by General Executor)
(if an alleged officer removes free soul more than 5 feet from free soul’s property without just
cause IS kidnapping)
$5,000,000.00
2. Analysing 500.00
3. Research 500.00
If invoiced, payment is due fifteen (15) days after receipt date. You will make payments in
the form of NZ Tender or as the General Executor directs.
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ATTENTION:
This foregoing Fee Schedule is a schedule of Mandatory fees provided by the General
Executor of the House of Surname. This is the amended third edition fee schedule for the
House of Surname. I do hereby set forth fees to be instated in any business or transactions
dealing with the House of Surname. Fees are due and payable in full in lawful money as
stated herein at conclusion of each transaction for any action upon, for, to or against,
including (but not limited to) interference, obstruction, impediment, coercion, intimidation,
abuse, battery, stalking, harassment, detainment, injury, resistance, piracy, or otherwise harm
on the House of Surname (as the House of Surname determines and interprets).
All amounts expressed in Troy ounces unless otherwise specified. These fees will be
mandatory upon the hourly informant listed on the citation(s), ticket(s), fine(s),
infringement(s), notice(s), bill(s), remittance(s), warrant(s), detention orders, orders, seizure
orders, and/or any other orders not adhering to public law and failing to have the House of
Surname Native Assessors endorsement. The schedule may also consider 44 Troy ounces
of .999 pure gold (Au) as specified by the General Executor at an hourly rate of exchanges,
which will accrue in a 24-hour day, 7 days a week, 365 days of any given year, if further
transactions occur with the House of Surname (voluntarily or involuntarily). Hourly fees are
one (1) hour minimum unless otherwise specified by the General Executor.
The Fee Schedule is applicable per occurrence and includes any third party, agent(s),
agency(-ies), agency(-ies) by estoppel, corporate officers, corporations, business partners,
instrementatlities, persons, and any and all national security attempts contort to State
Security.
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O: Asking anyone of the House of
Surname to Produce Trademark
Materials
1. Name 2491
5. Fingerprinting 2491
6. Photocopying 2491
7. DNA 2491
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P: Other
Issuance of Ticket/Notice of any nature 11764
Warning of Issuance (1) 23528
Appearance in Court as Evidence (per occurrence) 5882
Privateering (per occurrence)
Attempt to Summons:
Disputes / Counterclaims
Any entity, being, service, agency, facility or government who wishes to lodge a Dispute or
Counterclaim, must do so within ten (10) days of alleged offence, and must be submitted
upon Application JCS001013B which shall be surrendered immediately upon proof of
payment of the non-refundable Application fee of $1,000,000.00. The Application for
consideration is not a contract for any form of tacit agreement to the Application
JCS001013B as the applicants interest may demonstrate they are a party of the Trust or that
they have the best interest of the Beneficiaries to obtain the Application JCS001013B.
All applications must be made in writing with original instruments for evidence of supporting
documents to the claim, and must be evidenced under oath and attestation in accordance to
the Oath and Declarations Act 1947, and be certified and endorsed by a Notary as true and
accurate Original Instruments.
Requests for Applications JCS001013A & JCS001013B must be made in handwriting in wet
blue ink ONLY. Requests without non-refundable fee will be declined.
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