0000909518-01-500295.txt : 20011008 0000909518-01-500295.hdr.sgml : 20011008 ACCESSION NUMBER: 0000909518-01-500295 CONFORMED SUBMISSION TYPE: T-3 PUBLIC DOCUMENT COUNT: 11 FILED AS OF DATE: 20010918 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GENESIS HEALTH VENTURES INC /PA CENTRAL INDEX KEY: 0000874265 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-SKILLED NURSING CARE FACILITIES [8051] IRS NUMBER: 061132947 STATE OF INCORPORATION: PA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: T-3 SEC ACT: 1939 Act SEC FILE NUMBER: 022-22559 FILM NUMBER: 1739923 BUSINESS ADDRESS: STREET 1: 101 EAST STATE STREET CITY: KENNETT SQUARE STATE: PA ZIP: 19348 BUSINESS PHONE: 6104446350 MAIL ADDRESS: STREET 1: 101 EAST STATE STREET CITY: KENNETT SQUARE STATE: PA ZIP: 19348 T-3 1 a9-5_t3.txt ================================================================================ SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 -------------------------------- FORM T-3 APPLICATION FOR QUALIFICATION OF INDENTURE UNDER THE TRUST INDENTURE ACT OF 1939 -------------------------------- GENESIS HEALTH VENTURES, INC. (Name of Applicant) 101 East State Street Kennett Square, Pennsylvania 19348 (Address of Principal Executive Offices) Securities to be Issued Under the Indenture to be Qualified: Title of Class Amount -------------- ------ Second Priority Secured Notes due 2007 Aggregate principal amount of $242,605,000 -------------------------------- Approximate date of proposed public offering: Upon the Effective Date under the Plan (as defined herein), presently anticipated to be on or about September 28, 2001. -------------------------------- George V. Hager, Jr. Executive Vice president and Chief Financial Officer Genesis Health Ventures Inc. 101 East State Street Kennett Square, Pennsylvania 19348 (Name and Address of Agent for Service) With copies to: Michael F. Walsh, Esq. Weil, Gotshal & Manges LLP 767 Fifth Avenue New York, New York 10153 -------------------------------------------------------------------------------- The Applicant hereby amends this Application for Qualification on such date or dates as may be necessary to delay its effectiveness until (i) the 20th day after the filing of an amendment that specifically states that it shall supersede this Application for Qualification or (ii) such date as the Securities and Exchange Commission, acting pursuant to Section 307(c) of the Trust Indenture Act of 1939, may determine upon the written request of the Applicant. FORM T-3 GENERAL ITEM 1. GENERAL INFORMATION. (a) The Applicant, Genesis Health Ventures, Inc., is a corporation. Certain subsidiaries of the Applicant will guarantee the New Senior Notes (defined below). (b) The Applicant is a Pennsylvania corporation. ITEM 2. SECURITIES ACT EXEMPTION APPLICABLE. The Applicant intends to offer, under the terms and subject to the conditions set forth in the Disclosure Statement (the "Disclosure Statement") and an accompanying Joint Plan of Reorganization Under Chapter 11 of the Bankruptcy Code of Applicant, Genesis ElderCare Corp. ("Multicare") and certain of each of their respective subsidiaries (the "Plan") copies of which are included as exhibits T3E-1 and T3E-2 to this application, Second Priority Secured Notes due 2007 bearing interest at LIBOR plus 5.0% due 2007 (the "New Senior Notes"), in an aggregate principal amount equal to $242,605,000. The New Senior Notes will be issued pursuant to the indenture to be qualified under this Form T-3 (the "Indenture"), a copy of which is included as Exhibit T3C to this application. The New Senior Notes are being offered by the Applicant in reliance on an exemption from the registration requirements of the Securities Act of 1933, as amended (the "Securities Act"), afforded by Section 1145 of Title 11 of the United States Code, as amended (the "Bankruptcy Code"). Generally, section 1145(a)(1) of the Bankruptcy Code exempts the offer and sale of securities under a bankruptcy plan of reorganization from registration under the Securities Act and under equivalent state securities and "blue sky" laws if the following requirements are satisfied: (i) the securities are issued by the debtor (or its successor) under a plan of reorganization; (ii) the recipients of the securities hold a claim against the debtor, an interest in the debtor or a claim for an administrative expense against the debtor; and (iii) the securities are issued entirely in exchange for the recipient's clam against or interest in the debtor or are issued "principally" in such exchange and "partly" for cash or property. The Applicant believes that the offer and exchange of the New Senior Notes under the Plan will satisfy such requirements of section 1145(a)(1) of the Bankruptcy Code and, therefore, such offer and exchange is exempt from the registration requirements referred to above. Pursuant to the Plan, Multicare will consummate a merger (the "Merger") with a subsidiary of the Applicant and, as a result, become a wholly-owned subsidiary of the Applicant. Currently, Applicant owns 43.6% of Multicare. The Plan contemplates, among other things, the restructuring of the outstanding debt of the Applicant, The Multicare Companies, Inc., a Delaware corporation, and the entities listed on exhibits "A" and "B" to the Plan (collectively the "Debtors"), in part through the issuance by the Applicant of an aggregate principal amount of New Senior Notes equal to $242,605,000. The New Senior Notes will bear interest at a floating rate of LIBOR plus 5.0%. The New Senior Notes will mature 6 months after the term note portion of the exit financing, which is expected to be 5-1/2 years after the effective date of the Plan (the "Effective Date"). The New Senior Notes will be secured by a junior lien on real property and related fixtures of substantially all of the Debtors, subject to the liens granted to the lenders providing exit financing and any other pre-existing liens on such property. The liens granted to secure the New Senior Notes will also secure, on an equal and ratable basis, the claims in Subclass G1-17 (as designated by the Plan) and the liens of the property securing such claims will secure the New Senior Notes, on a junior and subordinate basis. For more complete description of the New Senior Notes, reference is made in the Indenture. 2 AFFILIATIONS ITEM 3. AFFILIATES. (a) Set forth below are all direct and indirect subsidiaries of the Applicant (except for Multicare and its direct and indirect subsidiaries, which are listed in Section (b) to this Item 3), all of which are wholly owned by the Applicant or its subsidiaries unless otherwise indicated. The names of indirectly owned entities are indented and listed under their direct parent entities: Concord Healthcare Corporation (DE) Brinton Manor, Inc. (DE) Govemor's House Nursing Home, Inc. (DE) Hilltop Health Care Center, Inc. (DE) Keystone Nursing Home, Inc. (DE) Knollwood Nursing Home, Inc. (DE) Lincoln Nursing Home, Inc. (DE) Quakertown Manor Convalescent & Rehabilitation, Inc. (DE) Wayside Nursing Home, Inc. (DE) Edella Street Associates (PA) 98%(2) Genesis - Georgetown SNF/JV, Limited Liability Company (DE) Genesis Holdings, Inc. (DE) Crystal City Nursing Center, Inc. (MD) Dover Healthcare Associates, Inc. (DE) Genesis Health Services Corporation (DE) ASCO Healthcare, Inc. (MD) Accumed, Inc. (NH) ASCO Healthcare of New England, Inc. (MD) 55% ASCO Heathcare of New England. L.P. (MD) 1%(1) ASCO Healthcare of New England L.P. (MD) 54.5%(2) CareCard, Inc. (MD) Care 4, L.P. (DE) 99.5%(2) Compass Health Services, Inc. (NH) Concord Pharmacy Services, Inc. (PA) National Pharmacy Services, Inc. (PA) Delco Apothecary, Inc. (PA) Eastern Medical Supplies, Inc. (MD) Eastern Rehab Services, Inc. (MD) Encare of Massachusetts, Inc. (DE) Health Concepts and Services, Inc. (MD) Horizon Medical Equipment and Supply, Inc. (WV) Institutional Health Care Services, Inc. (NJ) Care4, L.P. (DE) 0.5%(1) Medical Services Group, Inc. (MD) NeighborCare Pharmacies, Inc. (MD) ASCO Healthcare of New England, Inc. (MD) 45% ASCO Healthcare of New England, L.P. (MD) 44.5%(2) Main Street Pharmacy, LLC (MD) 1% Respiratory Health Services, L.L.C. (MD) 70% Suburban Medical Services, Inc. (PA) Transport Services, Inc. (MD) Genesis Eldercare Adult Day Health Services, Inc. (PA) Genesis Eldercare Home Care Services, Inc. (PA) Genesis Eldercare Home Health Services-Southern, Inc. (PA) Genesis/VNA Partnership Holding Company, Inc. (PA) Genesis Eldercare Network Services, Inc. (PA) Genesis Eldercare Management Services, Inc. (DE) 3 Genesis ElderCare Employment Services, LLC (DE) Genesis Eldercare Network Services of Massachusetts, Inc. (PA) Genesis Health Ventures of West Virginia, L.P. (PA) 1%(1) Genesis Eldercare Physician Services, Inc. (PA) Genesis Eldercare Rehabilitation Services, Inc. (PA) Diane Morgan and Associates, Inc. (PA) Genesis Eldercare Rehabilitation Management Services, Inc. (PA) Genesis Health Ventures of West Virginia, L.P. (PA) 1%(1) Therapy Care, Inc. (PA) 98% Genesis Eldercare Staffing Services, Inc. (PA) Genesis Immediate Med Center, Inc. (PA) Genesis Select Care Corp. (PA) Pharmacy Equities, Inc. (PA) Hallmark Healthcare Limited Partnership (MD) 1%(1) The Tidewater Healthcare Shared Services Group, Inc. (PA) 86% Therapy Care, Inc. (PA) 2% Therapy Care Systems, L.P. (PA) 2%(2) Genesis Health Ventures of Arlington, Inc. (PA) Genesis Properties Limited Partnership (PA) 1%(1) Genesis Health Ventures of Bloomfield, Inc. (PA) Genesis Health Ventures of Clarks Summit, Inc. (PA) Edella Street Associates (PA) 2%(1) Genesis Health Ventures of Lanham, Inc. (PA) Genesis Health Ventures of Massachusetts, Inc. (PA) Genesis Health Ventures of Naugatuck, Inc. (PA) Genesis Health Ventures of New Garden, Inc. (PA) Genesis Health Ventures of Point Pleasant, Inc. (PA) Genesis Health Ventures of Salisbury, Inc. (PA) Genesis Properties of Delaware Ltd. Partnership, L.P. (DE) 97%(2) GHV at Salisbury Center, Inc. (PA) Genesis Health Ventures of Wayne, Inc. (PA) Genesis Health Ventures of Wilkes-Barre, Inc. (PA) Genesis Properties Limited Partnership (PA) 99%(2) River Street Associates (PA) 2%(1) Genesis Health Ventures of Windsor, Inc. (PA) Genesis Healthcare Centers Holdings, Inc. (DE) Derby Nursing Center Corporation (CT) EIDOS, Inc. (FL) Genesis ElderCare Centers I, Inc. (DE) Genesis ElderCare Centers I, L.P. (DE) 91%(2) Genesis ElderCare Centers II, Inc. (DE) Genesis ElderCare Centers II, L.P. (DE) 91%(2) Genesis ElderCare Centers III, Inc. (DE) Genesis ElderCare Centers III, L.P. (DE) 91%(2) Genesis ElderCare Living Facilities, Inc. (PA) Genesis Eldercare National Centers, Inc. (FL) Genesis ElderCare Partnership Centers, Inc. (DE) Genesis ElderCare Centers I, L.P. (DE) 9%(1) Genesis ElderCare Centers II, L.P. (DE) 9%(1) Genesis ElderCare Centers III, L.P. (DE) 9%(1) Genesis Eldercare Properties, Inc. (PA) Genesis Health Ventures of Indiana, Inc. (PA) Genesis-Health Ventures of West Virginia, Inc. (PA) Genesis Health Ventures of West Virginia L.P. (PA) 98%(2) Knollwood Manor, Inc. (PA) McKerley Health Care Center - Concord, Inc. (NH) 4 McKerley Health Care Center-Concord Limited Partnership (NH) 1%(1) McKerley Health Care Centers, Inc. (NH) McKerley Health Care Center-Concord Limited Partnership (NH) 99%(2) Meridian Health, Inc. (PA) Brevard Meridian Limited Partnership (MD) 99%(2) Catonsville Meridian Limited Partnership (MD) 1%(1) / 98%(2) Easton Meridain Limited Partnership (MD) 1%(1) / 98%(2) Greenspring Meridian Limited Partnership (MD) 99%(2) Hallmark Healthcare Limited Partnership (MD) 99%(2) Hammonds Lane Meridian Limited Partnership (MD) 1%(1) / 98%(2) McKerley Health Facilities (NH) 50%(1) Meridan/Constellation Limited Partnership (MD) 70.7%(2) Millville Meridian Limited Partnership (MD) 99%(2) Seminole Meridian Limited Partnership(MD) 1%(1) Volusia Meridian Limited Partnership (MD) 1%(1) Meridian Healthcare Investments, Inc. (MD) Meridian Healthcare, Inc. (PA) Brevard Meridian Limited Partnership (MD) 1%(1) Catonsville Meridian Limited Partnership (MD) 1%(1) Easton Meridian Limited Partnership (MD) 1%(1) Greenspring Meridian Limited Partnership (MD) 1%(1) Hammonds Lane Meridian Limited Partnership (MD) 1%(1) Lake Manor, Inc. (PA) Lake Washington, Ltd. (FL) 1%(1) Lake Washington, Ltd.(FL) 99%(1) McKerley Health Facilities (NH) 50%(1) Meridian Edgewood Limited Partnership (MD) 1%(1) Meridian Perring Limited Partnership (MD) 1%(1) Meridian Valley Limited Partnership (MD) 1%(1) Meridian Valley View Limited Partnership (MD) 1%(1) Meridian/Constellation Limited Partnership (MD) 1%(1) / 28.3%(2) Meridian Edgewood Limited Partnership (MD) 99%(2) Meridian Perring Limited Partnership (MD) 99%(2) Meridian Valley Limited Partnership (MD) 99%(1) Meridian Valley View Limited Partnership (MD) 99%(2) Millville Meridian Limited Partnership (MD) 1%(1) Seminole Meridian Limited Partnership (MD) 99%(2) Volusia Meridian Limited Partnership (MD) 99%(2) Oak Hill Health Care Center, Inc. (VA) Versalink, Inc. (DE) Genesis Properties of Delaware Corporation (DE) Genesis Properties of Delaware Ltd. Partnership, L.P. (DE) 3%(1) H.O. Subsidiary, Inc. (MD) Healthcare Resources Corp. (PA) Crozer-Genesis Partnership Holding Company, Inc. (PA) Philadelphia Avenue Corporation (PA) Philadelphia Avenue Associates (PA) 2%(1) State Street Associates, Inc. (PA) Manor Management Corp. of Georgian Manor, Inc. (PA) State Street Associates, L.P. (PA) 1%(1) Wyncote Healthcare Corp. (PA) Geriatric and Medical Companies, Inc. (DE) Geriatric and Medical Investments Corporation (DE) Geriatric and Medical Services, Inc. (NJ) Burlington Woods Convalescent Center, Inc. (NJ) Cheltenham LTC Management Inc. (PA) 5 Crestview Convalescent Home, Inc. (PA) Crestview North, Inc. (PA) GeriMed Corporation (PA) GMS Insurance Services, Inc. (PA) GMC Leasing Corporation (DE) GMC LTC Management, Inc. (PA) Norristown Nursing & Rehabilitation Center Associates, L.P. (PA) 1%(1) Innovative Health Care Marketing, Inc. (PA) Norristown Nursing & Rehabilitation Center Associates, L.P. (PA) 99%(2) North Cape Convalescent Center Associates, L.P. (PA) 1%(1) Northwest Total Care Center Associates, L.P. (NJ) 1%(1) Prospect Park LTC Management, Inc. (PA) Villas Realty and Investments, Inc. (PA) North Cape Convalescent Center Associates, L.P. (PA) 99%(2) Northwest Total Care Center Associates, L.P. (NJ) 99%(2) Walnut LTC Management, Inc. (PA) West Philadelphia LTC Management, Inc. (PA) York LTC Management, Inc. (PA) GMC Financial Services, Inc. (PA) GMS Management - Tucker, Inc. (PA) GMS Management, Inc. (PA) Life Support Medical, Inc. (PA) Carefleet, Inc. (PA) Genesis Eldercare Diagnostic Services, Inc. (PA) Genesis Eldercare Hospitality Services, Inc. (PA) GMC Medical Consulting Services, Inc. (PA) Innovative Pharmacy Services, Inc. (NJ) Life Support Medical Equipment, Inc. (PA) Metro Pharmaceutical, Inc. (PA) Network Ambulance Services, Inc. (PA) Genesis Eldercare Transportation Services, Inc. (PA) United Health Care Services, Inc. (PA) Valley Medical Services, Inc. (PA) Valley Transport Ambulance Service, Inc. (PA) Weisenfluh Ambulance Service, Inc. (PA) Health Objects Corporation (MD) Automated HomeCare Systems, LLC (MD) NeighborCare Pharmacy Services, Inc. (DE) NeighborCare Infusion Services, Inc. (DE) NeighborCare Medisco, Inc. (CA) NeighborCare of Oklahoma, Inc. (OK) NeighborCare-ORCA, Inc. (OR) NeighborCare-TCI, Inc. (DE) NeighborCare of Indiana, Inc. (IN) NeighborCare of Northern California, Inc. (CA) NeighborCare of Virginia, Inc. (VA) NeighborCare of Wisconsin, Inc. (WI) Philadelphia Avenue Associates (PA) Professional Pharmacy Services, Inc. (MD) Main Street Pharmacy, LLC (MD) 99% Respiratory Health Services, L.L.C. (MD) 30%(1) River Street Associates (PA) 98%(2) State Street Associates, L.P. (PA) 99%(2) --------------------------------------------- (1) Interest held as a general partner. (2) Interest held as a limited partner. 6 (b) As of September 18, 2001, the Applicant is holding 43.6% of Multicare. Set forth below are all direct and indirect subsidiaries of Multicare, all of which are wholly owned by the Multicare or its subsidiaries unless otherwise indicated. The names of indirectly owned entities are indented and listed under their direct parent entities: The Multicare Companies Inc. (DE) ADS/Multicare, Inc. (DE) Academy Nursing Home, Inc. (MA) ADS Apple Valley, Inc. (MA) ADS Apple Valley Limited Partnership (MA) 1%(1) ADS Apple Valley Limited Partnership (MA) 99%(2) ADS Consulting, Inc. (MA) ADS Danvers ALF, Inc. (DE) ADS Dartmouth ALF, Inc. (DE) ADS Dartmouth General Partnership (MA) 20%(1) The ADS Group, Inc. (MA) ADS Hingham ALF, Inc. (DE) ADS Hingham Limited Partnership (MA) 99%(2) ADS Hingham Nursing Facility, Inc. (MA) ADS Hingham Limited Partnership (MA) 1%(1) ADS Home Health, Inc. (DE) ADS Management, Inc. (MA) ADS Palm Chelmsford, Inc. (MA) ADS Recuperative Center, Inc. (MA) ADS Recuperative Center Limited Partnership (MA) 1%(1) ADS Recuperative Center Limited Partnership (MA) 99%(2) ADS Reservoir Waltham, Inc. (MA) ADS Senior Housing, Inc. (MA) ADS Dartmouth General Partnership (MA) 80%(1) ADS Village Manor, Inc. (MA) The Apple Valley Partnership Holding Company, Inc. (PA) Arcadia Associates (MA) 87.5%(1) ASL, Inc. (MA) Health Resources of Academy Manor, Inc. (DE) Health Resources of Gardner, Inc. (DE) Health Resources of North Andover, Inc. (DE) Health Resources of Solomont/Brookline, Inc. (DE) Nursing and Retirement Center of the Andovers, Inc. (MA) Prescott Nursing Home, Inc. (MA) Senior Source, Inc. (MA) Solomont Family Fall River Venture, Inc. (MA) Solomont Family Medford Venture, Inc. (MA) Westford Nursing and Retirement Center, Inc. (MA) Westford Nursing & Retirement Center, Limited Partnership (MA) 1%(1) Westford Nursing & Retirement Center, Limited Partnership (MA) 99%(2) Willow Manor Nursing Home, Inc. (MA) ANR, Inc. (DE) Applewood Health Resources, Inc. (DE) The Assisted Living Associates of Wall, Inc. (WV) Bethel Health Resources, Inc. (DE) Breyut Convalescent Center, Inc. (NJ) Breyut Convalescent Center, L.L.C. (NJ) 99% Mercerville Associates of New Jersey, L.P. (DE) 1%(1) Century Care Construction, Inc. (NJ) Century Care Management, Inc. (DE) Chateau Village Health Resources, Inc. (DE) 7 CHNR-1, Inc. (DE) Colonial Hall Health Resources, Inc. (DE) Colonial House Health Resources, Inc. (DE) Concord Health Group, Inc. (DE) The Assisted Living Associates of Berkshire, Inc. (PA) The Assisted Living Associates of Lehigh, Inc. (PA) The Assisted Living Associates of Sanatoga, Inc. (PA) Berks Nursing Homes, Inc. (PA) CHG Investment Corp. (DE) Concord Companion Care, Inc. (PA) Concord Healthcare Services, Inc. (PA) Concord Home Health, Inc. (PA) Concord Rehab, Inc. (PA) Concord Service Corporation (PA) Delm Nursing, Inc. (PA) HNCA, Inc. (PA) Lehigh Nursing Homes, Inc. (PA) Montgomery Nursing Homes, Inc. (PA) Rose View Manor, Inc. (PA) Roxborough Nursing Home, Inc. (PA) Schuylkill Nursing Homes, Inc. (PA) Schuylkill Partnership Acquisition Corp. (PA) Senior Living Ventures, Inc. (PA) Cumberland Associates of Rhode Island, L.P. (DE) 99%(2) CVNR, Inc. (DE) ElderCare Resources Corp. (DE) Elmwood Health Resources, Inc. (DE) Encare of Mendham, Inc. (NJ) Encare of Mendham, L.L.C. (NJ) 99% Holly Manor Associates of New Jersey, L.P. (DE) 1%(1) Encare of Pennypack, Inc. (PA) Encare of Quakertown, Inc. (PA) The Straus Group-Quakertown Manor, L.P. (NJ) 1%(1) Encare of Wyncote, Inc. (PA) The Straus Group-Hopkins House, L.P. (NJ) 1%(1) ENR, Inc. (DE) Glenmark Associates, Inc. (WV) Brightwood Property, Inc. (WV) Care Haven Associates Limited Partnership (WV) 7.69%(1)/58.69%(2) Dawn View Manor, Inc. (WV) Glenmark Associates - Dawn View Manor, Inc. (WV) Glenmark Limited Liability Company I (WV) 99% Glenmark Properties I, Limited Partnership (WV) 29.99%(1)/45.0%(2) Glenmark Properties Inc. (WV) GMA - Brightwood, Inc. (WV) GMA - Madison, Inc. (WV) GMA - Uniontown, Inc. (PA) GMA Construction, Inc. (WV) GMA Partnership Holding Company, Inc. (WV) Care Haven Associates Limited Partnership (WV) 2.31%(1) Glenmark Properties I, Limited Partnership (WV) 1.1%(1) Point Pleasant Haven Limited Partnership (WV) 0.2 %(2) Raleigh Manor Limited Partnership (WV) 2%(2) Romney Health Care Center Limited Partnership (WV) 0.2%(2) Sisterville Haven Limited Partnership (WV) 0.2%(2) Teays Valley Haven Limited Partnership (WV) 0.2%(2) 8 Helstat, Inc. (WV) House of Campbell, Inc. (WV) Horizon Associates, Inc. (WV) Automated Professional Accounts, Inc. (WV) Compass Health Services, Inc. (WV) Glenmark Limited Liability Company I (WV) 1% Horizon Mobile, Inc. (WV) Tri State Mobile Medical Services, Inc. (WV) Horizon Rehabilitation, Inc. (WV) HR of Charleston, Inc. (WV) HRWV Huntington, Inc. (WV) Marlinton Associates, Inc. (WV) Marlinton Partnership Holding Company, Inc. (WV) North Madison, Inc. (WV) Pochahontas Continuous Care Center, Inc. (WV) Point Pleasant Haven Limited Partnership (WV) 98.8%(1) /1%(2) Raleigh Manor Limited Partnership (WV) 98%(1) Rest Haven Nursing Home, Inc. (WV) Romney Health Care Center Limited Partnership (WV) 50%(1) /49%(2) Sisterville Haven Limited Partnership (WV) 99.8%(1) Teays Valley Haven Limited Partnership (WV) 99.8%(1) Groton Associates of Connecticut, L.P. (DE) 99%(2) Health Resources of Arcadia, Inc. (DE) Arcadia Associates (MA) 12.5%(2) Health Resources of Bridgeton, Inc. (NJ) 99% Health Resources of Bridgeton, L.L.C. (NJ) 99% Health Resources of Brooklyn, Inc. (DE) Health Resources of Cedar Grove, Inc. (NJ) Health Resources of Cinnaminson, Inc. (NJ) Health Resources of Cinnaminson, L.L.C. (NJ) 99% Health Resources of Colchester, Inc. (CT) Health Resources of Columbus, Inc. (DE) Health Resources of Cranbury, L.L.C. (NJ) 99% Health Resources of Cumberland, Inc. (DE) Cumberland Associates of Rhode Island, L.P. (DE) 1%(1) Health Resources of Eatontown, Inc. (NJ) Health Resources of Eatontown, L.L.C. (NJ) 99% Health Resources of Emery, L.L.C. (NJ) 99% The Straus Group-Old Bridge, L.P. (NJ) 1%(1) Health Resources of Englewood, Inc. (NJ) Health Resources of Englewood, L.L.C. (NJ) 99% Health Resources of Ewing, Inc. (NJ) Health Resources of Ewing, L.L.C. (NJ) 99% Health Resources of Fair Lawn, L.L.C. (NJ) 99% Health Resources of Farmington, Inc. (DE) Health Resources of Glastonbury, Inc. (CT) Health Resources of Groton, Inc. (DE) Groton Associates of Connecticut, L.P. (DE) 1%(1) Health Resources of Jackson, Inc. (NJ) Health Resources of Jackson, L.L.C. (NJ) 99% Health Resources of Karmenta and Madison, Inc. (DE) Health Resources of Lakeview, Inc. (NJ) Health Resources of Lakeview, L.L.C. (NJ) 99% Health Resources of Lemont, Inc. (DE) Health Resources of Lynn, Inc. (NJ) Health Resources of Marcella, Inc. (DE) 9 Health Resources of Middletown (R.I.), Inc. (DE) Middletown (RI) Associates of Rhode Island, L.P. (DE) 1%(1) Health Resources of Montclair, Inc. (NJ) Health Resources of Morristown, Inc. (NJ) Health Resources of Norfolk, Inc. (DE) Health Resources of Norwalk, Inc. (CT) Health Resources of Pennington, Inc. (NJ) Health Resources of Ridgewood, Inc. (NJ) Health Resources of Ridgewood, L.L.C. (NJ) 99% The Straus Group-Ridgewood, L.P. (NJ) 1%(1) Health Resources of Rockville, Inc. (DE) Health Resources of South Brunswick, Inc. (DE) Health Resources of South Brunswick, Inc. (NJ) Health Resources of South Brunswick L.L.C. (NJ) 99% Health Resources of Troy Hills, Inc. (NJ) Health Resources of Voorhees, Inc. (NJ) Health Resources of Wallingford, Inc. (DE) Wallingford Associates of Connecticut, L.P. (DE) 1%(1) Health Resources of Warwick, Inc. (DE) Warwick Associates of Rhode Island, L.P. (DE) 1%(1) Health Resources of West Orange, L.L.C. (NJ) 99% Health Resources of Westwood, Inc. (DE) Healthcare Rehab Systems, Inc. (PA) HMNH Realty, Inc. (DE) Holly Manor Associates of New Jersey, L.P. (DE) 99%(2) Lakewood Health Resources, Inc. (DE) Laurel Health Resources, Inc. (DE) LRC Holding Company (DE) LWNR, Inc. (DE) Mabri Convalescent Center, Inc. (CT) Madison Avenue Assisted Living, Inc. (NJ) Marshfield Health Resources, Inc. (DE) Mercerville Associates of New Jersey, L.P. (DE) 99%(2) MHNR, Inc. (DE) Middletown (RI) Associates of New Jersey, L.P. (DE) 99%(2) MNR, Inc. (DE) Multicare AMC, Inc. (DE) Multicare Home Health of Illinois, Inc. (DE) Multicare Member Holding Corp. (NJ) Multicare Payroll Corp. (NJ) Pompton Associates, L.P. (NJ) 99%(2) Pompton Care, Inc. (NJ) Pompton Care, L.L.C. (NJ) 99% Pompton Associates, L.P. (NJ) 1%(1) Progressive Rehabilitation Centers, Inc. (DE) Providence Health Care, Inc. (DE) Northwestern Management Services, Inc. (DE) PHC Operating Corp. (DE) Health Resources of Boardman, Inc. (DE) Providence Funding Corp. (DE) Providence Medical, Inc. (DE) Ridgeland Health Resources, Inc. (DE) River Pines Health Resources, Inc. (DE) Rivershores Health Resources, Inc. (DE) RLNR, Inc. (DE) Roephel Convalescent Center, Inc. (NJ) 10 Roephel Convalescent Center, L.L.C. (NJ) 99% Rose Healthcare, Inc. (NJ) RSNR, Inc. (DE) RVNR, Inc. (DE) The Straus Group-Hopkins House, L.P. (NJ) 99%(2) The Straus Group-Quakertown Manor, L.P. (NJ) 99%(2) Scotchwood Institutional Services, Inc. (NJ) Scotchwood Mass. Holding Co., Inc. (DE) Snow Valley Health Resources, Inc. (DE) Stafford Convalescent Center, Inc. (DE) Breyut Convalescent Center, L.L.C. (NJ) 1% Encare of Mendham, L.L.C. (NJ) 1% Health Resources of Bridgeton, Inc. (NJ) 1% Health Resources of Bridgeton, L.L.C. (NJ) 1% Health Resources of Cinnaminson, L.L.C. (NJ) 1% Health Resources of Cranbury, L.L.C. (NJ) 1% Health Resources of Eatontown, L.L.C. (NJ) 1% Health Resources of Emery, L.L.C. (NJ) 1% Health Resources of Englewood, L.L.C. (NJ) 1% Health Resources of Ewing, L.L.C. (NJ) 1% Health Resources of Fair Lawn, L.L.C. (NJ) 1% Health Resources of Jackson, L.L.C. (NJ) 1% Health Resources of Lakeview, L.L.C. (NJ) 1% Health Resources of Ridgewood, L.L.C. (NJ) 1% Health Resources of South Brunswick L.L.C. (NJ) 1% Health Resources of West Orange, L.L.C. (NJ) 1% Pompton Care, L.L.C. (NJ) 1% Roephel Convalescent Center, L.L.C. (NJ) 1% Total Rehabilitation Center, L.L.C. (NJ) 1% The Straus Group-Old Bridge, L.P. (NJ) 99%(2) The Straus Group-Ridgewood, L.P. (NJ) 99%(2) SVNR, Inc. (DE) TMC Acquisition Corp. (NJ) Total Rehabilitation Center, L.L.C. (NJ) 99% Wallingford Associates of Connecticut, L.P. (DE) 99%(2) Warwick Associates of Rhode Island, L.P. (DE) 99%(2)
--------------------------------------- (1) Interest held as a general partner. (2) Interest held as a limited partner. 11 (c) On the Effective Date, Multicare will merge with and into a newly formed direct subsidiary of Applicant and, as a result, Multicare will become a wholly owned subsidiary of the Applicant and all of the subsidiaries of Multicare will become indirect subsidiaries of the Applicant. (d) See Item 4 for "Directors and Executive Officers" of the Applicant, some of whom may be deemed to be "affiliates" of the Applicant by virtue of their positions. (e) Except as set forth above and in Items 4 and 5 of this application, the Applicant's affiliates, including the bases of control with respect thereto, will be unchanged upon the Effective Date. MANAGEMENT AND CONTROL ITEM 4. DIRECTORS AND EXECUTIVE OFFICERS. (a) The following table sets forth the names of and all offices held by all current directors and executive officers of the Applicant. Except as otherwise noted below, the address for each director and officer listed below is c/o Genesis Health Ventures, Inc., 101 East State Street, Kennett Square, Pennsylvania 19348. Name Office ---- ------ Michael R. Walker Chairman and Chief Executive Officer Richard R. Howard Vice Chairman and Director David C. Barr Vice Chairman George V. Hager, Jr. Executive Vice President and Chief Financial Officer Barbara J. Hauswald Senior Vice President and Treasurer James V. McKeon Senior Vice President and Corporate Controller Richard Pell, Jr. Senior Vice President , Administration and Chief Compliance Officer Marc D. Rubinger Senior Vice President, Business Services James W. Tabak Senior Vice President, Human Resources James J. Wankmiller, Esq. Senior Vice President, General Counsel and Corporate Secretary Richard Castor Senior Vice President and Chief Information Officer Joseph R. Buckley Director James G. Coulter Director Dr. Philip P. Gerbino Director Samuel H. Howard Director Roger C. Lipitz Director John C. McMeekin Director James L. Singleton Director James B. Williams Director
(b) The following table sets forth the names of those persons chosen to serve as directors of the Applicant's reorganized Board of Directors and executive officers, as of the Effective Date. 12 Name Office Address ---- ------ ------- Michael R. Walker Chairman and Chief Executive c/o Genesis Health Ventures, Inc. 101 Officer; Director East State Street Kennett Square, Pennsylvania 19348 Richard R. Howard Vice Chairman c/o Genesis Health Ventures, Inc. 101 East State Street Kennett Square, Pennsylvania 19348 David C. Barr Vice Chairman c/o Genesis Health Ventures, Inc. 101 East State Street Kennett Square, Pennsylvania 19348 George V. Hager, Jr. Executive Vice President and Chief c/o Genesis Health Ventures, Inc. Financial Officer 101 East State Street Kennett Square, Pennsylvania 19348 Barbara J. Hauswald Senior Vice President and Treasurer c/o Genesis Health Ventures, Inc. 101 East State Street Kennett Square, Pennsylvania 19348 James V. McKeon Senior Vice President and Corporate c/o Genesis Health Ventures, Inc. Controller 101 East State Street Kennett Square, Pennsylvania 19348 Richard Pell, Jr. Senior Vice President , c/o Genesis Health Ventures, Inc. Administration and Chief Compliance 101 East State Street Officer Kennett Square, Pennsylvania 19348 Marc D. Rubinger Senior Vice President, Business c/o Genesis Health Ventures, Inc. Services 101 East State Street Kennett Square, Pennsylvania 19348 James W. Tabak Senior Vice President, Human c/o Genesis Health Ventures, Inc. Resources 101 East State Street Kennett Square, Pennsylvania 19348 James J. Wankmiller, Esq. Senior Vice President, General c/o Genesis Health Ventures, Inc. Counsel and Corporate Secretary 101 East State Street Kennett Square, Pennsylvania 19348 Richard Castor Senior Vice President and Chief c/o Genesis Health Ventures, Inc. Information Officer 101 East State Street Kennett Square, Pennsylvania 19348 Dr. Philip P. Gerbino Director c/o University of the Sciences in Philadelphia 600 South 43rd Street Philadelphia, Pennsylvania 19104-4495 Edwin McCall Crawford Director c/o Caremark Rx 3000 Galleria Tower, Suite 1000 Birmingham, Alabama 35244 James E. Dalton, Jr. Director 6505 Edinburgh Drive Nashville, Tennessee 37221 James H. Bloem Director c/o Humana Inc. 500 West Main Street Louisville, Kentucky 40202 Joseph A. LaNasa III Director c/o Goldman, Sachs & Co. 85 Broad Street New York, New York 10004 James Dondero Director c/o Highland Capital Management, LP 13455 Noel Road Galleria Tower Two, Suite 1300 Dallas, Texas 75240 Robert H. Fish Director c/o Sonoma-Seacrest, LLC 4121 Alta Vista Avenue Santa Rosa, California 95404
13 Principal Owners of Voting Securities. (a) Presented below is certain information regarding each person owning 10% or more of the Applicant voting Securities as of September 18, 2001. Name and Percentage of Voting -------- -------------------- Complete Mailing Address Title of Class Owned Amount Owned Securities Owned ------------------------ -------------------- ------------ ---------------- The Cypress Group L.L.C. (1) Common Stock 21,175,714 33.3% 65 East 55th Street 19 Floor New York, NY 10022 TPG Partners II, L.P. (2) Common Stock 20,478,605 32.6% 201 Main Street Suite 2420 Fort Worth, TX 76102 HCR Manor Care, Inc. (3) Common Stock 7,879,570 13.9% One Seagate Toledo, OH 43604-2616 James G. Coulter (4) Common Stock 20,483,105 32.6% James L. Singleton (5) Common Stock 21,186,339 33.3% James B. Williams (6) Common Stock 20,478,605 32.6% -------------------------------------------- (1) Consist of (a) 5,942,063 shares of Common Stock, 950,730 shares of which may be acquired upon the exercise of warrants and 11,585 shares of Series H Preferred Stock which are convertible into 13,240,000 shares of Common Stock, beneficially owned by Cypress Merchant Banking Partners L.P. and (b) 307,937 shares of Common Stock, 49,270 shares of which may be acquired upon the exercise of warrants and 600 shares of Series H Preferred Stock which are convertible into 685,714 shares of Common Stock, beneficially owed by Cypress Offshore Partners L.P., The Cypress Group L.L.C., as well as Cypress Associates L.P., James A. Stern, Jeffery P. Hughes, James L. Singleton and David P. Spalding, may be deemed to beneficially own these shares. However, all of these persons disclaim beneficial ownership. Does not includes 8,851 shares of Series I Preferred Stock convertible to 10,115,429 shares of non-voting Common Stock beneficially owned by the Cypress Merchant Banking Partners L.P. and Cypress Offshore Partners L.P. (2) Consists of (a) 6,250,000 shares of Common Stock, 1,000,000 shares of Common Stock which may be converted upon the exercise of warrants and (b) 11,575 shares of Series H Preferred Stock which are convertible into 13,228,604 shares of Common Stock. These shares are beneficially owned by TPG Partners II, L.P. and the following affiliates: TPG Parallel, L.P., TPG Investors II, L.P. and TPG MC Coinvestment, L.P. However, all of these groups disclaim beneficial ownership. Does not include 8,375 shares of Series I Preferred Stock convertible into 9,571,429 shares of non-voting common stock beneficially owned by TPG Investors II L.P., TPG Parallel II L.P., TPG MC Coinvestment L.P. and TPG Partners II L.P. (3) Consists of 586,240 shares of Series G Preferred Stock which are convertible into 7,879,550 shares of Common Stock. (4) Includes 20,478,605 shares held by TPG Partners, II L.P. and certain of its affiliates. See Note (2). James G. Coulter disclaims beneficial ownership of such shares. Mr. Coulter is one of The Cypress Group L.L.C. and TPG Partners II, L.P.'s designees to the board of directors. Includes 4,500 shares of Common Stock which may be acquired upon the exercise of stock options. (5) Includes 21,175,714 shares held by affiliates of The Cypress Group L.L.C. See Note (1). James L. Singleton disclaims beneficial ownership of such shares. Mr. Singleton is one of he Cypress Group L.L.C. and TPG Partners II, L.P. designees to the board of directors. (6) Consists of 20,478,605 shares held by TPG Partners, II L.P. and certain of its affiliates. See Note (2). James B Williams disclaims beneficial ownership of such shares. James B, Williams is one of The Cypress Group L.L.C. and TPG Partners II, L.P.'s designees to the board of directors.
14 (b) Presented below is certain information regarding each person expected, on the basis of present holdings, commitments and information, to own 10% or more of the Applicant voting securities to be outstanding as of the Effective Date. Name and Percentage of Voting -------- -------------------- Complete Mailing Address Title of Class Owned Amount Owned Securities Owned ------------------------ -------------------- ------------ ---------------- Goldman Sachs & Co. Common Stock 6,250,000 15.2%
UNDERWRITERS ITEM 6. UNDERWRITERS. (a) Except for the persons listed below in Section (b) to this Item 6, within the three years prior to the date of the filing of this application, no person acted as an underwriter of any securities of the Applicant which were outstanding on the date of this application. (b) The following persons acted as underwriters in connection with the Applicant's issuance of 9-7/8% Senior Subordinated Notes due 2009: NationsBanc Mortgage Securities, LLC 100 N. Tryon Street, 8th Floor Charlotte, NC 28255 Merrill Lynch & Co. World Financial Center, N. Tower, 28th FL NY, NY 10281 First Union Capital Markets 301 S. College Street, TW-5 Charlotte, NC 28288-0537 (c) No person is acting as principal underwriter of the securities proposed to be offered pursuant to the Indenture. CAPITAL SECURITIES ITEM 7. CAPITALIZATION. (a) (1) The following table sets forth certain information with respect to each authorized class of securities of the Applicant as of September 18, 2001.
Title of Class Amount Authorized Amount Outstanding -------------- ----------------- ------------------ Common Stock, par value $0.02 per share............................ 200,000,000 shares 48,641,456 shares Non-Voting Common Stock, par value $0.02 per share................. 45,000,000 shares 0 shares Series G Preferred Stock........................................... 5,000,000 shares(1) 589,714 shares Series H Preferred Stock........................................... 5,000,000 shares(1) 24,369 shares 15 Series I Preferred Stock........................................... 5,000,000 shares(1) 17,631 shares 9-3/4% Senior Subordinated Notes due 2005 (Indenture, dated as of June 15, 1995, between Applicant and State Street Bank and Trust Company, as trustee)............................................... $120,000,000 $120,000,000 9-1/4% Senior Subordinated Notes due 2006 (Indenture, dated as of October 7, 1996 between Applicant and State Street Bank and Trust Company, as successor trustee)..................................... $125,000,000 $125,000,000 9-7/8% Senior Subordinated Notes due 2009 (Indenture, dated as of December 23, 1998 between Applicant and The Bank of New York, as trustee)........................................................... $120,920,000 (2) $120,920,000 (2) 9-3/8% Senior Subordinated Notes due 2005 (Indenture, dated as of September 15, 1995 between Grancare, Inc. and Marine Midland Bank, as trustee)........................................................... $1,590,000 $ 1,590,000 ------------------------------------------------ (1) Includes the amount authorized for all shares of Preferred Stock of any series. (2) $125,000,000 face amount less $4,080,000 of original issue discount. (2) The following table sets forth certain information with respect to authorized class of securities of the Applicant, to be authorized, as of the Effective Date. Title of Class Amount Authorized Amount Outstanding -------------- ----------------- ------------------ New Common Stock, par value $0.02 per share(1)..................... 150,000,000 shares 41,000,000 shares New Convertible Preferred Stock.................................... 426,000 shares 426,000 shares Other Preferred Stock.............................................. 49,574,000 shares 0 shares New Senior Notes................................................... $242,605,000 $242,605,000
------------------------------------------------ (1)On the Effective Date, Applicant will issue warrants to purchase 4,559,475 shares of New Common Stock. This represents approximately 11.12% of the New Common Stock to be issued on the Effective Date, before dilution for stock issuances or the exercise of options under the New Management Incentive Plan (as defined in the Plan) for key employees. The New Warrants will expire on the first anniversary of the Effective Date and will have an exercise price of $20.33 per share of New Common Stock. (b) (1) Each share of the Applicant's Common Stock entitles the holder thereof to one vote on each matter submitted to a vote at all meetings of the Applicant's common stockholders. (2) The holders of the Series G Preferred Stock are entitled to such number of votes for each share held as equals the number of shares of Common Stock into which such shares are convertible on the record date set for determining who is entitled to vote a particular matter and vote together with the holders of Common Stock as a single class, on all matters to be voted on by holders of Common Stock, of the Applicant. In addition to such voting rights, holders of the Series G Preferred Stock are entitled to vote as a separate class on matters as to which the Pennsylvania Law requires a separate class vote of the Series G Preferred Stock. In addition, whenever dividends payable on shares of Series G Preferred Stock are in arrears and unpaid for four consecutive dividend periods, the number of directors of the Applicant shall be increased by two and the holders of the Series G Preferred Stock shall have the right, voting separately as a class, by a vote of holders of a majority of the number of outstanding shares of Series G Preferred Stock, to elect two directors of the Applicant. In addition, so long as any shares of Series G Preferred Stock are outstanding, subject to the applicable provisions of the Pennsylvania Law, the Applicant shall not, without consent of the holders of at least two-thirds of the number of shares of Series G Preferred Stock at the time outstanding, given in person or by proxy, either in writing or by vote at a special meeting called 16 for the purpose, (i) increase the number of shares of authorized Series G Preferred Stock or issue any additional shares of Series G Preferred Stock other than dividend shares; (ii) amend or modify the powers, preferences or rights of the Series G Preferred Stork or amend, alter or repeal any of the provisions of the Applicant's articles or by-laws so as to eliminate the Series G Preferred Stock or otherwise affect adversely the powers, preferences or rights of the holders of Series G Preferred Stock; provided, however, that the Applicant may authorize and issue classes or series of stock ranking senior to, or on a parity with the Series G Preferred Stock either in the payment of dividends or in the distribution of assets upon any liquidation, dissolution or winding-up of the affairs of the Applicant, or that the Applicant may be required to redeem or repurchase before all of the Series G Preferred Stock has been redeemed without the consent of the holders of the Series G Preferred Stock; or (iii) enter into any plan of complete liquidation or dissolution or otherwise effect the voluntary liquidation, dissolution or winding-up of the Applicant unless, as a result of such liquidation, dissolution or winding-up, the liquidation preference on the Series G Preferred Stock is satisfied in full. (3) The holders of the Series H Preferred Stock are entitled to such number of votes for each share held as equals the number of shares of voting Common Stock into which such shares are convertible on the record date set for determining who is entitled to vote a particular matter and shall vote together with the holders of the Applicant's Common Stock as a single class, on all matters to be voted on by holders of the Applicant's Common Stock. In addition to such voting rights, holders of the Series H Preferred Stock shall be entitled to vote as a separate class on matters as to which the Pennsylvania Law requires a separate class vote of the Series H Preferred Stock. In addition, whenever the Applicant is in default of any of its obligations to redeem any outstanding shares of Series H Preferred Stock or dividends payable in cash on shares of Series H Preferred Stock have not been paid in full in cash for four consecutive fiscal quarters, the number of directors of the Applicant shall be increased by two and the holders of shares of Series H Preferred Stock and, to the extent that the Series I Preferred Stock is entitled to participate in the election of additional directors, Series I Preferred Stock, voting as a single class, shall be entitled to elect the two additional directors by majority vote. In addition, so long as any shares of Series H Preferred Stock are outstanding, subject to the applicable provisions of the Pennsylvania Law, the Applicant shall not, without consent of the holders of at least a majority of the number of shares of Series H Preferred Stock and Series I Preferred Stock at the time outstanding, voting as a class given in person or by proxy, either in writing or by vote at a special meeting called for the purpose, (i) increase the number of shares of authorized Series H Preferred Stock or Series I Preferred Stock or issue any additional shares of Series H Preferred Stock or Series I Preferred Stock, other than as contemplated by the terms of the Series H Preferred Stock or the Series I Preferred Stock; (ii) amend or modify the relative rights, preferences and limitations of the Series H Preferred Stock or Series I Preferred Stock or amend, alter or repeal any of the provisions of the Applicant's articles or by-laws so as to eliminate the Series H Preferred Stock or Series I Preferred Stock or otherwise affect adversely the relative rights, preferences and limitations of the Series H Preferred Stock or Series I Preferred Stock; (iii) other then the Series I Preferred Stock and the Series H Preferred Stock, create, authorize, issue or permit to exist any class or capital stock or series of preferred stock that ranks senior to or on a parity with the Series H Preferred Stock (other than preferred stock with an aggregate liquidation preference and accumulated and unpaid dividends not exceeding $75 million at any time outstanding ranking on a parity with the Series H Preferred Stock with respect to dividend rights and rights on liquidation, winding-up and dissolution) with respect to dividend rights and/or rights on liquidation, winding-up or dissolution, or reclassify any class or series of any junior securities into, or authorize any securities exchangeable for, convertible into or evidencing the right to purchase any such class or series; or (iv) enter into any transaction or series of transactions which would constitute a change of control or engage in any transaction pursuant to Rule 13d-3 under the Securities Exchange Act of 1934, as amended, except in a transaction in which each share of Series H Preferred Stock is converted into or exchanged for the right to receive cash consideration in an amount that is at least equal to the greater of (x) 101% of the then effective liquidation preference plus accumulated and unpaid dividends from and including the most recent dividend payment date and (y) the fair market value of the consideration the holder of such share of Series H Preferred Stock would be entitled to receive in respect of such share if such holder were to convert such share into the Applicant's Common Stock immediately prior to the effective time of the transaction. (4) The holders of the Series I Preferred Stock are entitled to vote as a separate class on matters as to which the Pennsylvania law requires a separate class vote of the Series I Preferred Stock. In addition, whenever the Applicant is in default of any of its obligations to redeem any outstanding shares of Series I Preferred Stock or dividends on shares of Series I Preferred Stock have not been paid in full in cash for four consecutive fiscal quarters, the number of directors of the Applicant shall be increased by two and the holders of shares of Series I Preferred Stock and, to the extent that the Series H Preferred Stock is entitled to participate in the election of additional 17 directors, Series H Preferred Stock, voting as a single class, shall be entitled to elect the two additional directors by majority vote. In addition, so long as any shares of Series I Preferred Stock are outstanding, subject to the applicable provisions of the Pennsylvania Law, the Applicant shall not, without consent of the holders of at least a majority of the number of shares of Series I Preferred Stock and Series H Preferred Stock at the time outstanding, voting as a class given in person or by proxy, either in writing or by vote at a special meeting called for the purpose, (i) increase the number of shares of authorized Series I Preferred Stock or Series H Preferred Stock or issue any additional shares of Series I Preferred Stock or Series H Preferred Stock, other than as contemplated by the terms of the Series I Preferred Stock or the Series H Preferred Stock; (ii) amend or modify the relative rights, preference and limitations of the Series I Preferred Stock or Series H Preferred Stock or amend, alter or repeal any of the provisions of the Applicant's articles or by-laws so as to eliminate the Series I Preferred Stock or Series H Preferred Stock or otherwise affect adversely the relative rights, preferences and limitations of the Series I Preferred Stock or Series H Preferred Stock; (iii) other than the Series I Preferred Stock and the Series H Preferred Stock, create, authorize, issue or permit to exist any class of capital stock or series of preferred stock that ranks senior to or on a parity with the Series I Preferred Stock (other than preferred stock with an aggregate liquidation preference and accumulated and unpaid dividends not exceeding $75 million at any time outstanding ranking on a parity with the Series I Preferred Stock with respect to dividends rights and rights on liquidation, winding-up and dissolution) with respect to dividend rights and/or rights on liquidation, winding-up or dissolution, or reclassify any class or series of any junior securities into, or authorize any securities exchangeable for convertible into or evidencing the right to purchase any such class or series, or (iv) enter into any transaction or series of transactions which would constitute a change of control or engage in any transaction pursuant to Rule 13e 3 under the Securities Exchange Act of 1934, as amended, except in transaction in which each share of Series I Preferred Stock is converted into or exchanged for the right to receive cash consideration in an amount that is at least equal to the greater of (x) 101% of the then effective liquidation preference plus accumulated and unpaid dividends from and including the most recent dividend payment date and (y) the fair market value of the consideration the holder of such share of Series I Preferred Stock would be entitled to receive in respect of such share if such holder were to convert such share into the Applicant's non voting Common Stock immediately prior to the effective time of the transaction. (5) As of the Effective Date, each share of New Common Stock will entitle the holder thereof to one vote on each matter submitted to a vote at all meetings of holders of Applicant's New Common Stock. (6) As of the Effective Date, the holders of the New Convertible Preferred Stock will be entitled to such number of votes for each share held as equals the number of shares of New Common Stock into which such shares are convertible on the record date set for determining who is entitled to vote a particular matter and vote together with the holders of the New Common Stock as a single class, on all matters to be voted on by the holders of the New Common Stock. INDENTURE SECURITIES ITEM 8. ANALYSIS OF INDENTURE PROVISIONS. The following is a general description of certain provisions of the Indenture to be qualified. The description is qualified in its entirety by reference to the form of Indenture filed as an exhibit hereto. Capitalized terms used below and not defined herein have the same meanings as in the Indenture. Events of Default; Withholding of Notice. Events of Default under the Indenture occurs if: (1) there is a default in the payment of any principal of, or premium, if any, on the New Senior Notes when the same becomes due and payable; (2) default for 30 days in the payment of any interest on the New Senior Notes after such interest becomes due and payable; (3) the Applicant or any Guarantor fails to comply with the restrictions concerning merger, consolidation or transfer of assets contained in the Indenture; (4) the Applicant or any Guarantor defaults in the observance or performance of any other provision, covenant or agreement contained in the New Senior Notes, the Indenture or the Collateral Documents for 30 days after written notice from the Trustee or the holders of not less than 25% in aggregate principal amount of the New Senior Notes then outstanding; (5) there is a failure to pay when due principal, interest or premium in an aggregate amount of $10 million or more with respect to any Indebtedness of the Applicant or any Subsidiary thereof, or the acceleration prior to its express maturity of any such Indebtedness aggregating $10 million or more; (6) a court of competent 18 jurisdiction renders a final judgment or judgments which can no longer be appealed for the payment of money in excess of $10 million (which are not paid or covered by third party insurance by financially sound insurers) against the Applicant or any Subsidiary thereof and such judgment remains undischarged for a period of 60 consecutive days during which a stay of enforcement of such judgment shall not be in effect; (7) the Applicant or any Subsidiary pursuant to or within the meaning of any bankruptcy law, other than the Plan and the proceedings related thereto: (A) commences a voluntary case or proceeding, (B) consents to the entry of an order for relief against it in an involuntary case or proceeding, (C) consents to the appointment of a Custodian of it or for all or substantially all of its property, (D) makes a general assignment for the benefit of its creditors or shall admit in writing its inability to pay its debt, or (E) generally is not paying its debts as they become due; (8) a court of competent jurisdiction enters an order or decree under any bankruptcy law that: (A) is for relief against the Applicant or any Subsidiary in an involuntary case or proceeding, (B) appoints a Custodian of the Applicant or any Subsidiary or for all or substantially all of the property of the Applicant or any Subsidiary, or (C) orders the liquidation of the Applicant or any Subsidiary, and, in each case, the order or decree remains unstated and in effect for 60 consecutive days; (9) At any time after the execution and delivery thereof, (i) any Guarantee for any reason, other than the satisfaction in full of all Obligations, shall cease to be in full force and effect (other than in accordance with its terms) or shall be declared to be null and void, or (ii) a material Collateral Document shall cease to be in full force and effect (other than by reason of a release of Collateral thereunder in accordance with the terms hereof or thereof, the satisfaction in full of the Obligations or any other termination of such Collateral Document in accordance with their terms hereof or thereof) or shall be declared null and void, or the Trustee, the Collateral Agent or the Mortgage Indenture Trustee shall not have or shall cease to have a valid and perfected second priority Lien on any Collateral purported to be covered thereby having a fair market value, individually or in the aggregate, exceeding $2,500,000, in each case for any reason other than the failure of the Trustee, the Collateral Agent or the Mortgage Indenture Trustee to take any action within its control; and (10) Holders of Senior Indebtedness holding a Lien on the stock or assets of the Applicant take any judicial action to enforce such Lien. If a Default or Event of Default occurs and is continuing and if it is known to the Trustee, the Trustee shall mail to each Noteholder notice of the Default or Event of Default within 90 days after it occurs. Except in the case of a Default or Event of Default in payment of principal or premium, if any, or interest on the New Senior Notes, or that resulted from the failure of the Applicant to comply with the restrictions concerning merger, consolidation or transfer of assets contained in the Indenture, the Trustee may withhold the notice if and so long as a committee of its Trust Officers in good faith determines it to be in the best interests of the holders of the New Senior Notes to do so. Authentication and Delivery of New Secured Notes; Application of Proceeds. The New Senior Notes shall be executed on behalf of the Applicant by two Officers (as this term is defined in the Indenture) of the Applicant or an Officer and an Assistant Secretary of the Applicant. Such signatures may be either manual or facsimile. If an Officer whose signature is on a New Senior Note no longer holds that office at the time the Trustee authenticates the New Senior Note or at any time thereafter, the New Senior Note shall be valid nevertheless. A New Senior Note shall not be valid until the Trustee manually signs the certificate of authentication on the New Senior Note. Such signature shall be conclusive evidence that the Senior Note has been authenticated under this Indenture. The New Senior Notes shall be issuable only in registered form without coupons and only in denominations of $100 and integral multiples thereof. The Trustee shall issue Senior Notes upon a Company Request. The Trustee may appoint an authenticating agent acceptable to the Company to authenticate New Senior Notes. Unless limited by the terms of such appointment, an authenticating agent may authenticate New Senior Notes whenever the Trustee may do so. There will be no proceeds (and therefore no application of proceeds) from the issuance of the New Senior Notes because the New Senior Notes will be issued as part of an exchange for currently outstanding indebtedness, as provided in the Plan. Release or Release and Substitution of Property. (i)Subject to next three paragraphs, Collateral may be released from the Lien and security interest created by this Indenture and the Collateral Documents at any time or from time to time upon the request of the 19 Applicant pursuant to an Officers' Certificate certifying that all terms for release and conditions precedent hereunder and under the applicable Collateral Document have been met and specifying (A) the identity of the Collateral to be released and (B) the provision of this Indenture which authorizes such release. The Trustee shall release, and shall give any necessary consent, waiver or instruction to the Collateral Agent or the Mortgage Trustee, as the case may be, to release (at the sole cost and expense of the Applicant) (i) all Collateral that is contributed, sold, leased, conveyed, transferred or otherwise disposed of; provided, such contribution, sale, lease, conveyance, transfer or other distribution is or will be in accordance with the provisions of this Indenture, including, without limitation, the requirement that the net proceeds, if any, from such contribution, sale, lease, conveyance, transfer or other distribution are or will be applied in accordance with this Indenture and that no Default or Event of Default has occurred and is continuing or would occur immediately following such release; (ii) Collateral which may be released with the consent of Holders pursuant to Article 8 of the Indenture (Amendments, Supplements and Waivers); (iii) all Collateral (except as provided in Article 9 of the Indenture (Discharge of Indenture, Defeasance) upon discharge or defeasance of this Indenture in accordance with Article 9 of the Indenture; (iv) all Collateral upon the payment in full of all obligations of the Applicant with respect to the New Senior Notes; and (v) Collateral of a Guarantor whose Guarantee is released pursuant to Section 11.4 of the Indenture (Release of Guarantor). Upon receipt of such Officers' Certificate, an Opinion of Counsel and any other opinions or certificates required by the Indenture and the TIA, the Trustee shall execute, deliver or acknowledge any necessary or proper instruments of termination, satisfaction or release to evidence the release of any Collateral permitted to be released pursuant to the Indenture and the Collateral Documents. (ii) No Collateral shall be released from the Lien and security interest created by the Collateral Documents pursuant to the provisions of the Collateral Documents unless there shall have been delivered to the Trustee the certificates required above. (iii) The Trustee may release Collateral from the Lien and security interest created by the Indenture and the Collateral Documents upon the sale or disposition of Collateral pursuant to the Trustee's powers, rights and duties with respect to remedies provided under any of the Collateral Documents. (iv) The release of any Collateral from the terms of the Indenture and the Collateral Documents shall not be deemed to impair the security under the Indenture in contravention of the provisions [of the Indenture] if and to the extent the Collateral is released pursuant to the terms of the Indenture. To the extent applicable, the Applicant shall cause TIA Section 313(b), relating to reports, and TIA Section 314(d), relating to the release of property or securities from the Lien and security interest of the Collateral Documents and relating to the substitution therefor of any property or securities to be subjected to the Lien and security interest of the Collateral Documents to be complied with. Any certificate or opinion required by TIA Section 314(d) may be made by an Officer of the company except in cases where TIA Section 314(d) requires that such certificate or opinion be made by an independent Person, which Person shall be an independent engineer, appraiser or other expert selected or approved by the Trustee in the exercise of reasonable care. Satisfaction and Discharge of the Indenture. (i) The Applicant and the Guarantors, if any, may terminate their obligations under the New Senior Notes, the Guarantees, if any, and the Indenture, except the obligations referred to in paragraph (3) hereof, if there shall have been cancelled by the Trustee or delivered to the Trustee for cancellation all New Senior Notes theretofore authenticated and delivered (other than any New Senior Notes that are asserted to have been destroyed, lost or stolen and that shall have been replaced as provided in Section 2.7 of the Indenture (Replacement Senior Notes)) and the Applicant has paid all sums payable by it under the Indenture or deposited all required sums with the Trustee. (ii) After such delivery the Trustee upon request shall acknowledge in writing the discharge of the Applicant's and the Guarantors' obligations under the New Senior Notes, the Guarantees and the Indenture except for those surviving obligations specified below. (iii) Notwithstanding the satisfaction and discharge of the Indenture, the obligations of the Applicant in Sections 2.7 (Replacement Senior Notes), 7.7 (Compensation and Indemnity), 9.5 (Deposited Money and U.S. 20 Government Obligations to be Held in Trust; Other Miscellaneous Provisions), 9.6 (Reinstatement) and 9.8 (Moneys Held by Trustee) of the Indenture shall survive. Statement as to Compliance. The Applicant and each Guarantor (to the extent that such Guarantor is so required under the TIA) shall deliver to the Trustee, within 120 days after the end of each fiscal year, an Officers' Certificate (one of the signers of which shall be the principal executive officer, principal financial officer or principal accounting officer of the Applicant or such Guarantor, as the case may be) complying with Section 314(a)(4) of the TIA stating that a review of the activities of the Applicant or such Guarantor, as the case may be, during such fiscal year has been made under the supervision of the signing Officers with a view to determining whether the Applicant or such Guarantor, as the case may be, has kept, observed, performed and fulfilled its obligations under the Collateral Documents and this Indenture, and further stating, as to each such Officer signing such certificate, that to the best of his knowledge the Applicant or such Guarantor, as the case may be, has kept, observed, performed and fulfilled each and every covenant contained in the Collateral Documents and the Indenture and is not in default in the performance or observance of any of the terms, provisions and conditions thereof or under the Indenture (determined without regard to any period of grace or requirement of notice provided in the Indenture), or, if a Default or Event of Default shall have occurred, describing all or such Defaults or Events of Default of which he may have knowledge and what action the Applicant or such Guarantor, as the case may be, is taking or proposes to take with respect thereto. The Applicant will, so long as any of the New Senior Notes are outstanding, deliver to the Trustee, forthwith upon any Officer's becoming aware of any Default or Event of Default, an Officers' Certificate specifying the nature and extent of the same in reasonable detail and what action the Applicant or such Guarantor, as the case may be, is taking or proposes to take with respect thereto. ITEM 9. OTHER OBLIGORS. The Applicant's obligations with respect to the New Senior Notes will be guaranteed by the Applicant's Subsidiaries (as defined in the Indenture) on the issue date. Contents of Application for Qualification. This Application for Qualification comprises-- (a) Pages numbered 1 to 23, consecutively (and an attached Exhibit Index). (b) The statement of eligibility and qualification of the trustee under the indenture to be qualified. (c) The following exhibits in addition to those filed as a part of the statement of eligibility and qualification of the trustee: Exhibit T3A-1 Amended and Restated Articles of Incorporation of Applicant (incorporated by reference to the Applicant's Registration Statement of Form S-1 (Registration No. 33-40007)). Exhibit T3A-2* Amendment to the Applicant's Articles of Incorporation, as filed on March 11, 1994, with the Secretary of the Commonwealth of Pennsylvania. Exhibit T3A-3 Amendment to the Applicant's Articles of Incorporation, as filed on August 26, 1998, with the Secretary of the Commonwealth of Pennsylvania (incorporated by reference to the Applicant's Annual Report on Form 10-K for the fiscal year ending September 30, 1998). Exhibit T3A-4 Amendment to the Applicant's Amended and Restated Articles of Incorporation, as filed with the Secretary of the Commonwealth of Pennsylvania (incorporated by reference to the Applicant's Report on Form 8-K dated November 15, 1999). 21 Exhibit T3A-5* Form of Amended and Restated Articles of Incorporation of Applicant, to become effective as of the Effective Date. Exhibit T3B-1 Amended and Restated Bylaws of Applicant (incorporated by reference to the Applicant's Quarterly Report on Form 10-Q for the quarter ended March 31, 1998). Exhibit T3B-2* Form of Amended and Restated Bylaws of Applicant, to become effective as of the Effective Date. Exhibit T3C* Form of Indenture between Applicant, the Guarantors and the Trustee. Exhibit T3D Not Applicable. Exhibit T3E-1* Disclosure Statement for Debtors' Joint Plan of Reorganization, dated July 6, 2001. Exhibit T3E-2* Debtors' Joint Plan of Reorganization Under Chapter 11 of the Bankruptcy Code, dated July 6, 2001. Exhibit T3E-3* Technical Amendments to Debtors' Joint Plan of Reorganization, dated August 27, 2001. Exhibit T3E-4* Amendments to Debtors' Joint Plan of Reorganization to Comply with Opinion on Confirmation, dated September 13, 2001. Exhibit T3E-5* Erratum to Disclosure Statement for Debtors' Joint Plan of Reorganization. Exhibit T3F* Cross reference sheet showing the location in the Indenture of the provisions inserted therein pursuant to Sections 310 through 318(a), inclusive, of the Trust Indenture Act of 1939 (included as part of Exhibit T3C). Exhibit T3G* Statement of eligibility and qualification of the Trustee on Form T-1. -------------------------------- * Filed herewith. 22 SIGNATURE Pursuant to the requirements of the Trust Indenture Act of 1939, the Applicant, Genesis Health Ventures, Inc., a Pennsylvania corporation, has duly caused this Application for Qualification to be signed on its behalf by the undersigned, thereunto duly authorized, and its seal to be hereunto affixed and attested, all in Kennett Square, and State of Pennsylvania, on the 18th day of September, 2001. (Seal) GENESIS HEALTH VENTURES, INC. By:/s/ James J. Wankmiller ------------------------------------- Name: James J. Wankmiller Title: Senior Vice President, General Counsel and Corporate Secretary Attest: /s/ Michael S. Sherman ---------------------- Name: Michael S. Sherman Title: Vice President and Assistant Secretary 23 Exhibit Index ------------- Exhibit No. Description ----------- ----------- Exhibit T3A-1 Amended and Restated Articles of Incorporation of Applicant (incorporated by reference to the Applicant's Registration Statement on Form S-1 (Registration No. 33-40007)). Exhibit T3A-2* Amendment to the Applicant's Articles of Incorporation, as filed on March 11, 1994, with the Secretary of the Commonwealth of Pennsylvania. Exhibit T3A-3 Amendment to the Applicant's Articles of Incorporation, as filed on August 26, 1998, with the Secretary of the Commonwealth of Pennsylvania (incorporated by reference to the Applicant's Annual Report on Form 10-K for the fiscal year ending September 30, 1998). Exhibit T3A-4 Amendment to the Applicant's Amended and Restated Articles of Incorporation, as filed with the Secretary of the Commonwealth of Pennsylvania (incorporated by reference to the Applicant's Report on Form 8-K dated November 15, 1999). Exhibit T3A-5* Form of Amended and Restated Articles of Incorporation of Applicant, to become effective as of the Effective Date. Exhibit T3B-1 Amended and Restated Bylaws of Applicant (incorporated by reference to the Applicant's Quarterly Report on Form 10-Q for the quarter ended March 31, 1998). Exhibit T3B-2* Form of Amended and Restated Bylaws of Applicant, to become effective as of the Effective Date. Exhibit T3C* Form of Indenture between Applicant, the Guarantors and the Trustee. Exhibit T3D Not applicable. Exhibit T3E-1* Disclosure Statement for Debtors' Joint Plan of Reorganization, dated July 6, 2001. Exhibit T3E-2* Debtors' Joint Plan of Reorganization Under Chapter 11 of the Bankruptcy Code, dated July 6, 2001. Exhibit T3E-3* Technical Amendments to Debtors' Joint Plan of Reorganization, dated August 27, 2001. Exhibit T3E-4* Amendments to Debtors' Joint Plan of Reorganization to Comply with Opinion on Confirmation, dated September 13, 2001. Exhibit T3E-5* Erratum to Disclosure Statement for Debtors' Joint Plan of Reorganization. Exhibit T3F* Cross reference sheet showing the location in the Indenture of the provisions inserted therein pursuant to Sections 310 through 318(a), inclusive, of the Trust Indenture Act of 1939 (included as part of Exhibit T3C). Exhibit T3G* Statement of eligibility and qualification of the Trustee on Form T-1. -------------------------------- * Filed herewith. 24
EX-99 3 a_op-a.txt EXHIBIT T3A-2 EXHIBIT T3A-2 Microfilm Number ________________ Filed with the Department of State on March 11, 1994 -------------- Entity Number 869683 ---------- /s/ ------------------------------- SECRETARY OF THE COMMONWEALTH GENESIS HEALTH VENTURES, INC. ARTICLES OF AMENDMENT-DOMESTIC BUSINESS CORPORATION DSCB: 15-1915 (REV 90) In compliance with the requirements of 15 Pa.C.S. ss. 1915 (relating to articles of amendment), the undersigned businesS corporation, desiring to amend its Articles, hereby states that: 1. The name of the corporation is: GENESIS HEALTH VENTURES, INC. ----------------------------------------- 2. The (a) address of this corporation's current registered office in this Commonwealth or (b) name of its commercial registered office provider and the county of venue is (the Department is hereby authorized to correct the following information to conform to the records of the Department): (a) 148 West State Street, Kennett Square, PA 19348 Chester ----------------------------------------------------------------------- Number and Street City State Zip County (b) c/o: ----------------------------------------------------------------- Name of Commercial Registered Office Provider County For a corporation represented by a commercial registered office provider, the county in (b) shall be deemed the county in which the corporation is located for venue and official publication purposes. 3. The statute by or under which it was incorporated is: Pennsylvania Business Corporation Law of 1988 -------------------------------------------------------------------------- 4. The date of its incorporation is: May 16, 1985 ---------------------------------------- 5. (Check, and if appropriate complete, one of the following): [x] The amendment shall be effective upon filing these Articles of Amendment in the Department of State. [ ] The amendment shall be effective on: at --------------- -------------- Date Hour 6. (Check one of the following): [x] The amendment was adopted by the shareholders (or members) pursuant to 15 Pa.C.S.ss. 1914(a) and (b). [ ] The amendment was adopted by the board of directors pursuant to 15 Pa.C.S.ss. 1914(c). 7. (Check, and if appropriate complete, one of the following): [x] The amendment adopted by the corporation, set forth in full, is as follows: *RESOLVED, that Article 5 of the Articles of Incorporation of Genesis Health Ventures, Inc. should be amended and restated to read in full as follows: 5. The aggregate number of shares which the corporation shall have authority to issue is Thirty million (30,000,000) shares, consisting of (a) Twenty-five million (25,000,000) shares of common stock, par value $.02 per share, and (b) Five million (5,000,000) shares of preferred stock, as more fully described in Article 6 below ("Preferred Stock").* 8. (Check if the amendment restates the Articles): [ ] The restated Articles of Incorporation supersede the original Articles and all amendments thereto. IN TESTIMONY WHEREOF, the undersigned corporation has caused these Articles of Amendment to be signed by a duly authorized officer this 8th day of --- March, 1994 ----- -- GENESIS HEALTH VENTURES, INC. By: /s/ Lewis J. Hoch --------------------------------------------- Lewis J. Hoch Vice President, General Counsel & Secretary 2 EX-99 4 a_o-i.txt EXHIBIT T3A-5 EXHIBIT T3A-5 AMENDED AND RESTATED ARTICLES OF INCORPORATION OF GENESIS HEALTH VENTURES, INC. First: Name. The name of the corporation is Genesis Health Ventures, Inc. Second: Registered Office. The location and address of the registered office of the corporation is 101 East State Street, Kennett Square, Pennsylvania 19348. Third: Purpose. The corporation is incorporated under the Business Corporation Law of the Commonwealth of Pennsylvania for the following purposes: To have unlimited power to engage in or to do any lawful act concerning any or all lawful businesses for which corporations may be incorporated under the Pennsylvania Business Corporation Law, as amended, and to own, operate and manage businesses engaged in healthcare services. Fourth: Term. The term for which the corporation is to exist is perpetual. Fifth: A. Capital Stock. 1. Authorized Shares. The aggregate number of shares which the corporation shall have authority to issue is two hundred ten million (210,000,000) shares, consisting of (a) two hundred million (200,000,000) shares of common stock, par value $.02 per share, and (b) ten million (10,000,000) shares of preferred stock, one million (1,000,000) of which are designated as Series A Convertible Preferred Stock as described in Article 5(B), and the remainder of which may be divided and issued from time to time in one or more series as may be designated by the Board of Directors of the corporation, as more fully described in Article 5(A)(2) below ("Preferred Stock"). 2. Preferred Stock. The shares of Preferred Stock may be divided and issued from time to time in one or more series as may be designated by the Board of Directors of the corporation, each such series to be distinctly titled and to consist of the number of shares designated by the Board of Directors. All shares of any one series of Preferred Stock so designated by the Board of Directors shall be alike in every particular, except that shares of any one series issued at different times may differ as to the dates from which dividends thereon (if any) shall accrue or be cumulative (or both). The designations, preferences, qualifications, limitations, restrictions, and special or relative rights (if any) of any series of Preferred Stock may differ from those of any and all other series at any time outstanding. The Board of Directors of the Corporation is hereby expressly vested with authority to fix by resolution the designations, preferences, qualifications, limitations, restrictions and special or relative rights (if any) of the Preferred Stock and each series thereof which may be designated by the Board of Directors, including, but without limiting the generality of the foregoing, the following: (a) the voting rights and powers (if any) of the Preferred Stock and each series thereof; (b) the rates and times at which, and the terms and conditions on which, dividends (if any) on Preferred Stock, and each series thereof, will be paid and any dividend preferences or rights of cumulation; (c) the rights (if any) of holders of Preferred Stock, and each series thereof, to convert the same into, or exchange the name for, shares of other classes (or series of classes) of capital stock of the corporation and the terms and conditions for such conversion or exchange, including provisions for adjustment of conversion or exchange prices or rates in such events as the Board of Directors shall determine; (d) the redemption rights (if any) of the corporation and the holders of the Preferred Stock and each series thereof and the times at which, and the terms and conditions on which, Preferred Stock, and each series thereof, may be redeemed; and (e) the rights and preferences (if any) of the holders of Preferred Stock, and each series thereof, upon the voluntary liquidation, dissolution or winding up of the corporation. B. Series A Convertible Preferred Stock. 1. Definitions. The following definitions shall apply in this Article 5(B): "AGE Institute" shall mean individually and collectively the following corporations: AGE Institute of Pennsylvania, Inc., AGE Institute of Massachusetts, Inc., AGE Institute of Florida, Inc., Delaware Valley Convalescent Homes, Inc., and AGE Holdings, Inc. "Board" shall mean the Board of Directors of the Company. "Business Day" shall mean any day other than a Saturday, Sunday, or a day on which banking institutions in the State of New York are authorized or obligated by law or executive order to close. "Common Stock" shall mean the Common Stock, par value $0.02 per share, of the Company. "Company" shall mean Genesis Health Ventures, Inc., a Pennsylvania corporation. "Conversion Price" shall mean $20.33, as adjusted pursuant to Section 7 of this Article 5(B). "Conversion Ratio" shall mean the ratio computed by dividing the Liquidation Preference by the Conversion Price. "Convertible Preferred Stock" shall refer to shares of Series A Convertible Preferred Stock, $0.01 par value per share, of the Company. 2 "Dividend Rate" shall mean 6% per annum, calculated on a 365 (or 366 in the case of leap year) day per year basis, based on the actual number of days elapsed. "Exchange Act" shall mean the Securities Exchange Act of 1934, as amended, or any similar Federal statute, and the rules and regulations of the Securities and Exchange Commission thereunder, all as the same shall be in effect at the time. Reference to a particular section of the Securities Exchange Act of 1934, as amended, shall include reference to the comparable section, if any, of any such similar Federal statute. "Fair Value" shall mean (i) the Market Price or (ii) if the Common Stock or Other Security, as the case may be, is not so listed or quoted but is traded in the over-the-counter market (other than the NASDAQ Market), the average of the closing bid and asked prices of a share of such Common Stock or Other Security, in each case quoted for the 30 Business Days (or such lesser number of Business Days as such Common Stock (or Other Security) shall have been so listed, quoted or traded) next preceding the date of measurement; provided, however, that if no such sales price or bid and asked prices have been quoted during the preceding 30-day period or there is otherwise no established trading market for such security, then "Fair Value" shall mean the value of such Common Stock or Other Security as determined reasonably and in good faith by the Board of Directors of the Company; and provided, further, however, that in the event the current market price of a share of such Common Stock or of the minimum traded denomination of such Other Security is determined during a period following the announcement by the Company of (x) a dividend or distribution on the Common Stock or Other Security payable in shares of Common Stock or in such Other Security, or (y) any subdivision, combination or reclassification of the Common Stock or Other Security, and prior to the expiration of 30 Business Days after the ex-dividend date for such dividend or distribution, or the record date for such subdivision, combination or reclassification, then, and in each such case, the "Fair Value" shall be appropriately adjusted to take into account ex-dividend trading. Anything herein to the contrary notwithstanding, in case the Company shall issue any shares of Common Stock, rights, options, or Other Securities in connection with the acquisition by the Company of the stock or assets of any other Person or the merger of any other Person into the Company, the Fair Value of the Common Stock or Other Securities so issued shall be determined as of the date the number of shares of Common Stock, rights, options or Other Securities was determined (as set forth in a written agreement between the Company and the other party to the transaction) rather than on the date of issuance of such shares of Common Stock, rights, options or Other Securities. "GAAP" shall mean generally accepted accounting principles in the United States of America as in effect from time to time. "Liquidation Preference" shall mean $100 per share. "Market Price" shall mean, with respect to Common Stock or any Other Security, in each case, if such security is listed on one or more stock exchanges or quoted on the National Market System or Small Cap Market of NASDAQ (the "NASDAQ Market"), the average of the closing or last reported sales 3 prices of a share of Common Stock or, if an Other Security in the minimum denomination in which such security is traded, on the primary national or regional stock exchange on which such security is listed or on the NASDAQ Market if quoted thereon. "Net Cash Proceeds" shall mean all cash and cash equivalents received by the Company from any of the Specified Transactions net of (i) all expenses, commissions, and other fees incurred and all taxes required to be paid or accrued as a liability as a consequence of such Specified Transaction, (ii) all payments made by the Company or its Subsidiaries on debt which is secured by assets subject of such Specified Transaction or which debt is required to be repaid as a result or from proceeds from such Specified Transaction or in order to obtain a necessary consent to such Specified Transactions or, by applicable law, be repaid from such Specified Transaction and (iii) appropriate amounts to be provided by the Company or any of its Subsidiaries as a reserve in accordance with generally accepted accounting principles against liabilities of the Company or its Subsidiaries associated with such Specified Transaction, including, without limitation, claims for indemnification. "New Warrants" shall mean the warrants to purchase up to 4,559,475 shares of Common Stock of the Company for an exercise price of $20.33 issued on or about ________, 2001. "Organic Change" shall mean (A) any sale, lease, exchange or other transfer of all or substantially all of the property and assets of the Company, (B) any liquidation, dissolution or winding up of the Company, whether voluntary or involuntary, (C) any merger or consolidation to which the Company is a party and which the holders of the voting securities of the Company immediately prior thereto own less than a majority of the outstanding voting securities of the surviving entity immediately following such transaction, or (D) any Person or group of Persons (as such term is used in Section 13(d) of the Exchange Act), shall beneficially own (as defined in Rule 13d-3 under the Exchange Act) securities of the Company representing 50% or more of the voting securities of the Company then outstanding. For purposes of the preceding sentence, "voting securities" shall mean securities, the holders of which are ordinarily, in the absence of contingencies, entitled to elect the corporate directors (or Persons performing similar functions). "Other Securities" shall mean any stock (other than Common Stock) and other securities of the Company or any other Person (corporate or otherwise) that the holders of the Convertible Preferred Stock at any time shall be entitled to receive or shall have received, upon the conversion of the Convertible Preferred Stock, in lieu of or in addition to Common Stock, or that at any time shall be issuable or shall have been issued in exchange for or in replacement of Common Stock or Other Securities. "Other Shares" has the meaning specified in Section 7(h)(ii) of this Article 5(B). 4 "Original Issue Date" shall mean the date of the original issuance of shares of Convertible Preferred Stock. "Person" shall mean any individual, firm, corporation or other entity, and shall include any successor (by merger or otherwise) of such entity. "Redemption Date" shall mean the date on which any shares of Convertible Preferred Stock are redeemed by the Company. "Redemption Price" has the meaning set forth in Section 6(a)(i) of this Article 5(B). "Required Holders" shall mean the holders of at least of a majority of the outstanding shares of Convertible Preferred Stock. "Specified Transactions" shall mean (i) the sale of certain real and personal property, as identified on Schedule 1 hereto; (ii) the exercise of the New Warrants; (iii) any settlement with the federal government in connection with certain administrative appeals identified on Schedule 2 hereto; (iv) the settlement or other resolution of the claims of the Company and/or its subsidiaries Debtors against the AGE Institute and its related entities, and (v) the issuance of any of the Common Stock of the Company (other than in respect of the New Warrants) for cash, which shall not include issuances of Common Stock upon conversion of the New Warrants or this Preferred Stock, any issuances of Common Stock in connection any acquisition or merger by the Company or issuances of Common Stock, the proceeds of which are required to be paid to creditors of the Company in accordance with the agreements related thereto. "Trading Day" shall mean a Business Day or, if the Common Stock is listed or admitted to trading on any national securities exchange or NASDAQ market, a day on which such exchange or market is open for the transaction of business. 2. Designation. The designation of the preferred stock shall be "Series A Convertible Preferred Stock." 3. Dividends. (a) So long as any shares of Convertible Preferred Stock shall be outstanding, the holders of such Convertible Preferred Stock shall be entitled to receive out of any funds legally available therefore, when, as and if declared by the Board of Directors of the Company, preferential dividends at the Dividend Rate on the Liquidation Preference hereunder, payable quarterly on the first Business Day of each calendar quarter either (i) in cash or (ii) in the issuance of additional shares of Convertible Preferred Stock with a Liquidation Preference equal to the amount of such dividend. Such dividends shall be cumulative and begin to accrue from the Original Issue Date, whether or not declared and whether or not there shall be net profits or net assets of the Company legally available for the payment of those dividends. 5 (b) Dividends not paid on the applicable payment date shall be added to the then effective Liquidation Preference on the relevant dividend payment date. Any amounts so added to the then effective Liquidation Preference shall be subject to reduction as provided for in Section 3(c) below. (c) An amount equal to the accumulated and unpaid dividends for any past dividend period may be declared and paid as a dividend in shares of Convertible Preferred Stock as provided for in Section 3(a) above on any subsequent dividend payment date to all holders of record on the record date relating to such subsequent dividend payment date. Each such payment shall automatically reduce the then effective Liquidation Preference per share by an amount equal to the aggregate amount of such payment divided by the number of shares of Convertible Preferred Stock outstanding on the record date relating to such subsequent dividend payment date; provided however, that the Liquidation Preference shall not be reduced below $100 per share. 4. Liquidation Rights of Convertible Preferred Stock. (a) In the event of any liquidation, dissolution or winding up of the Company, whether voluntary or involuntary, the holders of Convertible Preferred Stock then outstanding shall be entitled to be paid out of the assets of the Company available for distribution to its stockholders, whether such assets are capital, surplus or earnings, before any payment or declaration and setting apart for payment of any amount shall be made in respect of any shares of Common Stock or any share of any other class or series of the Company's preferred stock ranking junior to the Convertible Preferred Stock with respect to the payment of dividends or distribution of assets on liquidation, dissolution or winding up of the Company, an amount equal to the Liquidation Preference plus all declared or accrued and unpaid dividends in respect of any liquidation, dissolution or winding up consummated. (b) If upon any liquidation, dissolution or winding up of the Company, whether voluntary or involuntary, the assets to be distributed among the holders of Convertible Preferred Stock shall be insufficient to permit the payment to such stockholders of the full preferential amounts aforesaid, then the entire assets of the Company to be distributed shall be distributed ratably among the holders of Convertible Preferred Stock, based on the full preferential amounts for the number of shares of Convertible Preferred Stock held by each holder. (c) After payment to the holders of Convertible Preferred Stock of the amounts set forth in Section 4(a) of this Article 5(B), the entire remaining assets and funds of the Company legally available for distribution, if any, shall be distributed among the holders of any Company stock entitled to a preference over the Common Stock in accordance with the terms thereof and, thereafter, to the holders of Common Stock. 5. Voting Rights. In addition to any voting rights provided by law, the holders of shares of Convertible Preferred Stock shall have the following voting rights: (a) So long as any of the Convertible Preferred Stock is outstanding, each share of Convertible Preferred Stock shall entitle the holder thereof to vote on all matters voted on by the holders of Common Stock, voting together as 6 a single class with other shares entitled to vote at all meetings of the stockholders of the Company. With respect to any such vote, each share of Convertible Preferred Stock shall entitle the holder thereof to cast the number of votes equal to the number of votes which could be cast in such vote by a holder of the number of shares of Common Stock of the Company into which such share of Convertible Preferred Stock is convertible on the record date for such vote. (b) The affirmative vote of the Required Holders, voting together as a class, in person or by proxy, at a special or annual meeting of stockholders called for the purpose, or pursuant to a written consent of stockholders shall be necessary to (i) authorize, adopt or approve an amendment to the Amended and Restated Articles of Incorporation of the Company which would alter or change in any manner the terms, powers, preferences or special rights of the shares of Convertible Preferred Stock or grant waivers thereof, or which would otherwise adversely affect the rights of the Convertible Preferred Stock, provided that no such modification or amendment may, without the consent of each holder of Convertible Preferred Stock affected thereby, (A) change the redemption date of the Convertible Preferred Stock; (B) raise the Conversion Price or reduce the Liquidation Preference, Dividend Rate or Redemption Price of the Convertible Preferred Stock; (C) adversely affect any of the conversion features of the Convertible Preferred Stock set forth in Section 7 of this Article 5(B); or (D) reduce the percentage of outstanding Convertible Preferred Stock necessary to modify or amend the terms thereof or to grant waivers thereof; (ii) issue any shares of the capital stock of the Company ranking senior to, or pari passu with (either as to dividends or upon voluntary or involuntary liquidation, dissolution or winding up) the Convertible Preferred Stock, or issue any securities convertible into or exchangeable for such shares; or (iii) enter into any transaction or series of transactions which would constitute an Organic Change if the terms thereof do not comply with Section 6(d) of this Article 5(B), if applicable. 6. Redemption of Convertible Preferred Stock. (a) (i) Optional Redemption. (A) If any Organic Change occurs, at the option of any holder of outstanding Convertible Preferred Stock (as exercised pursuant to subparagraph (B) below), the Company shall redeem, at the redemption price equal to the sum of the Liquidation Preference per share plus an amount equal to all accrued and unpaid dividends per share (the "Redemption Price"), those outstanding shares of Convertible Preferred Stock which the holders of such Convertible Preferred Stock have elected to redeem, such redemption to occur immediately prior to or simultaneously with the consummation of such Organic Change. (B) The Company will give written notice of any Organic Change, stating the substance and intended date of consummation thereof, not more than sixty (60) Business Days nor less than twenty (20) Business Days prior to the date of consummation thereof, to each holder of Convertible Preferred 7 Stock. The holders of the Convertible Preferred Stock shall have fifteen (15) Business Days (the "Notice Period") from the date of the receipt of such notice to demand (by written notice mailed to the Company) redemption of all or any portion of the shares of Convertible Preferred Stock held by such holder. (ii) Mandatory Redemption. (A) The Company shall redeem, and the holders of the outstanding Convertible Preferred Stock shall sell to the Company, at the Redemption Price, (1) all of the outstanding Convertible Preferred Stock on the ninth anniversary of the Original Issue Date and (2) outstanding Convertible Preferred Stock on a pro rata basis from Net Cash Proceeds from Specified Transactions actually received by the Company (which has not been previously used to redeem the Convertible Preferred Stock) provided that (x) the Company shall not be obligated to make any such redemption pursuant to this clause (2) in an amount less than $10 million and (y) such redemption pursuant to this clause (2) shall be made within 90 days after the receipt of such Net Cash Proceeds which would require a redemption hereunder. Any optional redemption made pursuant to Section 6(a)(iii) shall reduce the Company's obligation to make a mandatory redemption pursuant to clause (2) of this Article 5(B) on a dollar-for-dollar basis. (B) At least twenty (20) Business Days and not more than sixty (60) Business Days prior to the date fixed for the redemption of the Convertible Preferred Stock, written notice (the "Redemption Notice") shall be mailed, postage prepaid, to each holder of record of the Convertible Preferred Stock at its post office address last shown on the records of the Company. The Redemption Notice shall state: (1) the total number of shares of Convertible Preferred Stock the Company intends to redeem from all holders; (2) the number of shares of Convertible Preferred Stock held by the holder that the Company intends to redeem; (3) the date fixed for redemption and the Redemption Price; and (4) that the holder is to surrender to the Company, in the manner and at the place designated, its certificate or certificates representing the shares of Convertible Preferred Stock to be redeemed. (iii) Company's Optional Redemption. (A) The Company, at any time and from time to time, may at its option, elect to redeem, and the holders of the outstanding Convertible Preferred Stock shall sell to the Company, shares of Convertible Preferred Stock provided such redemption is made on pro rata basis from all holders of Convertible Preferred Stock. 8 (B) At least twenty (20) Business Days and not more than sixty (60) Business Days prior to the date fixed for the redemption of the Convertible Preferred Stock, written notice (the "Redemption Notice") shall be mailed, postage prepaid, to each holder of record of the Convertible Preferred Stock at its post office address last shown on the records of the Company. The Redemption Notice shall state: (1) the total number of shares of Convertible Preferred Stock the Company intends to redeem from all holders; (2) the number of shares of Convertible Preferred Stock held by the holder that the Company intends to redeem; (3) the date fixed for redemption and the Redemption Price; and (4) that the holder is to surrender to the Company, in the manner and at the place designated, its certificate or certificates representing the shares of Convertible Preferred Stock to be redeemed. (b) On or before the Redemption Date, each holder of Convertible Preferred Stock shall surrender the certificate or certificates representing such shares of Convertible Preferred Stock to the Company, in the manner and at the place designated in the Redemption Notice, and thereupon the Redemption Price for such shares shall be payable in cash on the Redemption Date to the person whose name appears on such certificate or certificates as the owner thereof, and each surrendered certificate shall be cancelled and retired. In the event that less than all of the shares represented by any such certificate are redeemed, a new certificate shall be issued representing the unredeemed shares. (c) Unless the Company defaults in the payment in full of the Redemption Price, dividends on the Convertible Preferred Stock called for redemption shall cease to accumulate on the Redemption Date, and the holders of such shares redeemed shall cease to have any further rights with respect thereto on the Redemption Date, other than to receive the Redemption Price without interest. (d) If, at the time of any redemption pursuant to this Section 6, the funds of the Company legally available for redemption of Convertible Preferred Stock are insufficient to redeem the number of shares required to be redeemed, those funds which are legally available shall be used to redeem the maximum possible number of such shares, pro rata based upon the number of shares to be redeemed. At any time thereafter when additional funds of the Company become legally available for the redemption of Convertible Preferred Stock, such funds shall immediately be used to redeem the balance of the shares of Convertible Preferred Stock which the Company has become obligated to redeem 9 pursuant to this subparagraph, but which it has not redeemed; or, in the case of a redemption pursuant to Section 6(a)(i) if a Person other than the Company is the surviving or resulting corporation in any Organic Change, such Person shall, at the consummation of such Organic Change, redeem such balance of the shares of Convertible Preferred Stock (and the Company shall so provide in its agreements with such person relating to such Organic Change). (e) The Company may not otherwise redeem or repurchase the Convertible Preferred Stock. 7. Conversion. (a) Subject to the provisions for adjustment hereinafter set forth, (i) each share of Convertible Preferred Stock shall be convertible at any time after the Original Issue Date and from time to time, at the option of the holder thereof (such conversion, an "Optional Conversion") and (ii) all shares of Convertible Preferred Stock shall be converted at any time after the first anniversary of the Original Issue Date if, at any time, the average Market Price for a share of New Common Stock for 20 consecutive Trading Days exceeds $30.00 (as adjusted from time to time to reflect stock splits, dividends, recapitalizations, combinations or the like) (the "Price Condition"), at the option of the Company (such conversion, a "Mandatory Conversion"), in each case into fully paid and nonassessable shares of Common Stock. (b) Each share of Convertible Preferred Stock shall be convertible into the number of shares of Common Stock which results from dividing (x) the Liquidation Preference of each such share plus all accrued and unpaid dividends thereon by (y) the Conversion Price per share in effect at the time of conversion, provided, however, that upon any conversion of shares of Convertible Preferred Stock the Company shall have the right exercisable as provided in Section 7(c) below, to pay to the converting holder in cash the accrued and unpaid dividends on the Convertible Preferred Stock to be converted. (c) No fractional shares shall be issued upon the conversion of any shares of Convertible Preferred Stock. All shares of Common Stock (including fractions thereof) issuable upon conversion of more than one share of Convertible Preferred Stock by a holder thereof shall be aggregated for purposes of determining whether conversion would result in the issuance of any fractional share. If, after the aforementioned aggregation, the conversion would result in the issuance of a fraction of a share of Common Stock, the Company shall, in lieu of issuing any fractional share, pay the holder otherwise entitled to such fraction a sum in cash equal to the Fair Value of such fraction on the date of conversion. (d) (i) An Optional Conversion of the Convertible Preferred Stock may be effected by any such holder upon the surrender to the Company at the principal office of the Company of the certificate for such Convertible Preferred Stock to be converted accompanied by a written notice stating that such holder elects to convert all or a specified number of such shares (which may be fractional shares) in accordance with the provisions of this Section 7 and specifying the name or names in which such holder wishes the certificate or certificates for shares of Common Stock to be issued. A Mandatory Conversion of the Convertible Preferred Stock shall be immediately effective on the date on which the Company sends a written notice to all holders of Convertible Preferred Stock and shall be deemed to be made as of the date of the Price Condition has been met; provided such notice is sent by the Company within 30 days thereof. Any holder may surrender to the Company the certificate for such Convertible Preferred Stock converted pursuant to a Mandatory Conversion accompanied by a written notice specifying the name or names in which such holder wishes the certificate or certificates for shares of Common Stock to be issued. Until such 10 time as the holder surrenders its certificate pursuant to a Mandatory Conversion, the certificates representing the Convertible Preferred Stock shall represent the number of shares of Common Stock issuable upon conversion of such certificate. Upon any conversion of any shares of Convertible Preferred Stock, the Company shall pay the holder thereof all accrued and unpaid dividends owing in respect of such shares so converted. (ii) In case the written notice specifying the name or name in which such holder wishes the certificate or certificates for shares of Common Stock to be issued shall specify a name or names other than that of such holder, such notice shall be accompanied by payment of all transfer taxes payable upon the issuance of shares of Common Stock in such name or names. Other than such taxes, the Company will pay any and all issue and other taxes (other than taxes based on income) that may be payable in respect of any issue or delivery of shares of Common Stock on conversion of Convertible Preferred Stock pursuant hereto. As promptly as practicable, and in any event within five Business Days after the surrender of such certificate or certificates and the receipt of such notice relating thereto and, if applicable, payment of all transfer taxes (or the demonstration to the satisfaction of the Company that such taxes have been paid), the Company shall deliver or cause to be delivered (i) certificates representing the number of validly issued, fully paid and nonassessable full shares of Common Stock to which the holder of shares of Convertible Preferred Stock being converted shall be entitled and (ii) if less than the full number of shares of Convertible Preferred Stock evidenced by the surrendered certificate or certificates is being converted, a new certificate or certificates, of like tenor, for the number of shares of Convertible Preferred Stock evidenced by such surrendered certificate or certificates less the number of shares of Convertible Preferred Stock being converted. (iii) Such conversion shall be deemed to have been made at the close of business on the date of giving the written notice referred to in the first sentence of (b)(i) above and of such surrender of the certificate or certificates representing the shares of Convertible Preferred Stock to be converted so that the rights of the holder thereof as to the shares of Convertible Preferred Stock being converted shall cease except for the right to receive shares of Common Stock in accordance herewith, and the person entitled to receive the shares of Common Stock shall be treated for all purposes as having become the record holder of such shares of Common Stock at such time. (e) In case any shares of Convertible Preferred Stock are to be redeemed pursuant to Section 6, all rights of conversion shall cease and terminate as to the shares of Convertible Preferred Stock to be redeemed at the close of business on the Business Day next preceding the date fixed for redemption unless the Company shall default in the payment of the Redemption Price. (f) The Conversion Price shall be subject to adjustment from time to time in certain instances as hereinafter provided. 11 (g) The Company shall at all times reserve, and keep available for issuance upon the conversion of the Convertible Preferred Stock, such number of its authorized but unissued shares of Common Stock as will from time to time be sufficient to permit the conversion of all outstanding shares of Convertible Preferred Stock, and shall take all action required to increase the authorized number of shares of Common Stock if necessary to permit the conversion of all outstanding shares of Convertible Preferred Stock. (h) The Conversion Price will be subject to adjustment from time to time as follows: (i) Adjustment for Stock Splits and Combinations. If the Company shall declare or pay a dividend on its outstanding shares of Common Stock or make a distribution to holders of its Common Stock, in either case in shares of Common Stock or subdivide its outstanding shares of Common Stock into a greater number of shares of Common Stock, the Conversion Price then in effect immediately before the subdivision shall be proportionately decreased, and conversely, if the Company shall combine its outstanding shares of Common Stock into a smaller number of shares of Common Stock, the Conversion Price then in effect immediately before the combination shall be proportionately increased. Any adjustment under this subsection (i) shall become effective at the close of business on the date the subdivision or combination becomes effective. (ii) Distributions. If, after the effective date of these Amended and Restated Articles of Incorporation, the Company shall distribute to all holders of its shares of Common Stock evidences of its indebtedness, shares of another class of capital stock ("Other Shares"), assets (excluding cash distributions made as a dividend payable out of earnings or out of surplus legally available for dividends under the laws of the jurisdiction of incorporation of the Company) or rights to subscribe to shares of Common Stock, then in each such case, unless the Company elects to reserve such indebtedness, assets, rights or shares for distribution to each holder of Convertible Preferred Stock upon the conversion of the Convertible Preferred Stock so that such holder will receive upon such conversion, in addition to the shares of Common Stock to which such holder is entitled, the amount and kind of such indebtedness, assets, rights or shares which such holder would have received if such holder had, immediately prior to the record date for the distribution of such indebtedness, assets, rights or shares, converted the Convertible Preferred Stock and received Common Stock, the Conversion Price in effect immediately prior to such distribution shall be decreased to an amount determined by multiplying such Conversion Price by a fraction, the numerator of which is the Fair Value of a share of the Common Stock at the date of such distribution less the fair value of the evidences of indebtedness, Other Shares, assets or subscription rights as the case may be, so distributed (as determined in good faith by the Board of Directors of the Company, whose determination shall be conclusive) and the denominator of which is the Fair Value of a share of Common Stock at such date. Such adjustment shall be made whenever any such distribution is made, and shall become effectively retroactively on the date immediately after the record date for the determination of stockholders entitled to receive such distribution. 12 (iii) Adjustments for Reclassification, Exchange and Substitution. In the event the Common Stock issuable upon the conversion or redemption of the Convertible Preferred Stock is changed into the same or a different number of shares of stock of any class or classes of stock, whether by recapitalization, reclassification or otherwise (other than a subdivision or combination of stock or a reorganization, merger, consolidation or sale of assets provided for elsewhere in this Section 7), then and in any such event each holder of Convertible Preferred Stock shall have the right thereafter to receive, upon the conversion or the redemption in exchange for Common Stock of such Convertible Preferred Stock, the kind and amount of stock and other securities and property receivable upon such recapitalization, reclassification or other change by holders of the number of shares of Common Stock into which such Convertible Preferred Stock shall be convertible or redeemable, all subject to further adjustment as provided herein. (iv) Reorganizations, Mergers, Consolidations or Sales of Assets. If there is a capital reorganization of the Common Stock (other than a recapitalization, subdivision, combination, reclassification or exchange of stock provided for elsewhere in this Section 7) or a merger or consolidation of the Company with or into another corporation, or the sale of all or substantially all of the Corporation's properties and assets to any other person, then, as a part of such reorganization, merger, consolidation or sale, provision shall be made so that the holders of the Convertible Preferred Stock shall thereafter be entitled to receive, upon the conversion or the redemption in exchange for Common Stock of such Convertible Preferred Stock, the number of shares of stock or other securities or property to which a holder of the number of shares of Common Stock issuable upon such conversion or redemption would have been entitled on such capital reorganization, merger, consolidation or sale. In any such case, appropriate adjustment shall be made in the application of the provisions of this Section 7 with respect to the rights of the holders of such Convertible Preferred Stock after the reorganization, merger, consolidation or sale to the end that the provisions of this Section 7 (including adjustment of the Conversion Price then in effect and the number of shares of stock issuable upon conversion or redemption of such Convertible Preferred Stock) shall be applicable after that event and be as nearly equivalent as may be practicable. (v) For purposes of this paragraph (h), the number of shares of Common Stock at any time outstanding shall not include any shares of Common Stock then owned or held by or for the account of the Company or any of its subsidiaries. (vi) If the Company shall take a record of the holders of its Common Stock for the purpose of entitling them to receive a dividend or other distribution, and shall thereafter and before the distribution to stockholders thereof legally abandon its plan to pay or deliver such dividend or distribution, then thereafter no adjustment in the number of shares of Common Stock issuable upon exercise of the right of conversion granted by this paragraph (h) or in the Conversion Price then in effect shall be required by reason of the taking of such record. (vii) Anything in this paragraph (h) to the contrary notwithstanding, the Company shall not be required to give effect to any adjustment in the Conversion Price unless and until the net effect of one or more 13 adjustments (each of which shall be carried forward), determined as above provided, shall have resulted in a change of the Conversion Price by at least $0.01 and when the cumulative net effect of more than one adjustment so determined shall be to change the Conversion Price by at least $0.01, such change in Conversion Price shall thereupon be given effect. (i) In case of any Organic Change (or any other merger or consolidation to which the Company is a party, which for purposes of this paragraph (i) shall be deemed an Organic Change), each share of Convertible Preferred Stock then outstanding, other than those shares to be redeemed pursuant to Section 6 of this Article 5(B), shall thereafter be convertible into, in lieu of the Common Stock issuable upon such conversion prior to consummation of such Organic Change, the kind and amount of shares of stock and other securities and property receivable (including cash) upon the consummation of such Organic Change by a holder of that number of shares of Common Stock into which one share of Convertible Preferred Stock was convertible immediately prior to such Organic Change (including, on a pro rata basis, the cash, securities or property received by holders of Common Stock in any tender or exchange offer that is a step in such Organic Change). In case securities or property other than Common Stock shall be issuable or deliverable upon conversion as aforesaid, then all references in this Section 7 shall be deemed to apply, so far as appropriate and nearly as may be, to such other securities or property. (j) In case at any time or from time to time the Company shall pay any stock dividend or make any other non-cash distribution to the holders of its Common Stock, or shall offer for subscription pro rata to the holders of its Common Stock any additional shares of stock of any class or any other right, or there shall be any capital reorganization or reclassification of the Common Stock of the Company or consolidation or merger of the Company with or into another corporation, or any sale or conveyance to another corporation of the property of the Company as an entirety or substantially as an entirety, or there shall be a voluntary or involuntary dissolution, liquidation or winding up of the Company, then, in any one or more of said cases, the Company shall give at least 20 days' prior written notice to the registered holders of the Convertible Preferred Stock at the addresses of each as shown on the books of the Company as of the date on which (i) the books of the Company shall close or a record shall be taken for such stock dividend, distribution or subscription rights or (ii) such reorganization, reclassification, consolidation, merger, sale or conveyance, dissolution, liquidation or winding up shall take place, as the case may be, provided that in the case of any Organic Change to which paragraph (g) applies the Company shall give at least 30 days' prior written notice as aforesaid. Such notice shall also specify the date as of which the holders of the Common Stock of record shall participate in said dividend, distribution or subscription rights or shall be entitled to exchange their Common Stock for securities or other property deliverable upon such reorganization, reclassification, consolidation, merger, sale or conveyance or participate in such dissolution, liquidation or winding up, as the case may be. Failure to give such notice shall not invalidate any action so taken. (k) Section 305 Issues. Anything in this Section 7 of Article 5(B) to the contrary notwithstanding, the Company shall be entitled, but not required, to make such reductions in the Conversion Price, in addition to those required by Section 7(h), as it in its discretion shall determine to be advisable in order that any dividend in or distribution of shares of Common Stock or shares 14 of capital stock or any class other than Common Stock, subdivision, reclassification or combination of shares of Common Stock, issuance of rights or warrants, or any other transaction having similar effect, shall not be treated as a distribution of property by the Company to its shareholders under Section 305 of the Internal Revenue Code of 1986, as amended, or any successor provision and shall not be taxable to them. 8. Reports as to Adjustments. Upon any adjustment of the Conversion Ratio then in effect and any increase or decrease in the number of shares of Common Stock issuable upon the operation of the conversion set forth in Section 7, then, and in each such case, the Company shall promptly deliver to each holder of the Convertible Preferred Stock, a certificate signed by the President or a Vice President and by the Treasurer or an Assistant Treasurer or the Secretary or an Assistant Secretary of the Company setting forth in reasonable detail the event requiring the adjustment and the method by which such adjustment was calculated and specifying the Conversion Ratio then in effect following such adjustment and the increased or decreased number of shares issuable upon the conversion granted by Section 7, and shall set forth in reasonable detail the method of calculation of each and a brief statement of the facts requiring such adjustment. Where appropriate, such notice to holders of the Convertible Preferred Stock may be given in advance. 9. No Reissuance of Preferred Stock. No Convertible Preferred Stock acquired by the Company by reason of redemption, purchase, or otherwise shall be reissued, and all such shares shall be cancelled, retired and eliminated from the shares which the Company shall be authorized to issue. 10. Notices. All notices to the Company permitted hereunder shall be personally delivered or sent by first class mail, postage prepaid, addressed to its principal office located at 101 East State Street, Kennett Square, Pennsylvania 19348 or to such other address at which its principal office is located and as to which notice thereof is similarly given to the holders of the Convertible Preferred Stock at their addresses appearing on the books of the Company. Sixth: No Cumulative Voting. Shareholders of the corporation are not entitled to cumulate their votes in the election of directors. Seventh: Board of Directors. A. The Board of Directors appointed through and upon the Plan of Reorganization of the corporation dated ______________, 2001 becoming effective shall serve for a term of one year. At the first meeting of shareholders for the election of directors following the effective date of these Amended and Restated Articles of Incorporation, the Board of Directors shall be divided into three classes, Class I, Class II and Class III, which shall be as nearly equal in number as possible. Each director shall serve for a term ending on the date of the third annual meeting following the annual meeting at which such director was elected; provided, however, that each director in Class I shall hold office until the first annual meeting of shareholders following the meeting at which such director was elected (or until the action of shareholders in lieu thereof); 15 each director in Class II shall hold office until the second annual meeting of shareholders following the meeting at which such director was elected (or until the action of shareholders in lieu thereof); and each director in Class III shall hold office until the third annual meeting of shareholders following the meeting at which such director was elected (or until the action of shareholders in lieu thereof). B. The number of directors which shall constitute the whole Board of Directors of the corporation shall be the number from time to time fixed by the bylaws of the corporation (which number shall not be less than three), and such number of directors so fixed in such bylaws may be changed only by receiving the affirmative vote of (i) the holders of at least eighty percent (80%) of all the shares of the corporation then entitled to vote on such change, or (ii) seventy-five percent (75%) of the directors in office at the time of vote. When the number of directors is changed, any increase or decrease in the number of directorships shall be apportioned among the classes so as to make all classes as nearly equal in number as possible. The directors of this corporation need not be shareholders. C. Each director shall serve until his successor is elected and qualified or until his death, retirement, resignation or removal. Should a vacancy occur or be created, whether arising through death, resignation, retirement or removal of a director, such vacancy shall be filled by a majority vote of the remaining directors. A director so elected to fill a vacancy shall serve for the remainder of the then present term of office of the class to which he was elected. D. Any director, or the entire Board of Directors, may be removed from office at any time, with or without cause, but only by the affirmative vote of the holders of at least eighty percent (80%) of all of the outstanding shares of capital stock of the corporation entitled to vote for that purpose, except that if the Board of Directors, by an affirmative vote of at least seventy-five percent (75%) of the entire Board of Directors, recommends removal of a director to the shareholders, such removal may be effected by the affirmative vote of the holders of at least a majority of the outstanding shares of capital stock of the corporation entitled to vote on the election of directors at a meeting of shareholders called for that purpose. Eighth: Special Meetings of Shareholders. Special meetings of the shareholders, for any purpose or purposes, may be called by the Chairman of the Board and shall be called by the Secretary at the request in writing of a majority of the Board of Directors or shareholders entitled to cast thirty percent (30%) of the votes which all shareholders are entitled to cast at the particular meeting. Any such request of directors or shareholders shall state the purpose or purposes of the proposed meeting. Ninth: Business Combinations. Except for a "Business Combination" (as defined below) which as been approved by the affirmative vote of at least seventy-five percent (75%) of the entire Board of Directors of the corporation, any Business Combination, in addition to any affirmative vote required by law, shall require the affirmative vote of the holders of at least eight percent (80%) of the voting power of the then outstanding shares of capital stock of the corporation entitled to vote generally in the election of directors (the "Voting Stock"), voting together as a single class (it being understood that for purposes of this Article 9, each share of the Voting Stock shall have the number of votes granted to it pursuant to Article 5(A) of these Amended and Restated 16 Articles of Incorporation). Such affirmative vote shall be required notwithstanding the fact that no vote may be required, or that a lesser percentage may be specified, by law or in any agreement with any national securities exchange or otherwise. The term "Business Combination" as used in this Article 9 shall mean: A. any merger or consolidation of the corporation or any corporation of which the shares of stock having a majority of the general voting power in electing the Board of Directors are, at the time as of which any determination is being made, owned by the corporation, either directly or indirectly ("Subsidiary"); or B. any sale, lease, exchange, transfer or other disposition (in one transaction or a series of transactions of all or substantially all of the assets of the corporation and its Subsidiaries; provided that transactions which are financing transactions (such as sale-leaseback transactions) shall not be deemed to be Business Combinations for purposes of this Article 9; or C. the adoption of any plan or proposal for the liquidation or dissolution of the corporation; or D. any reclassification of securities (including any reverse stock split) or recapitalization of the corporation, or any merger or consolidation of the corporation with any Subsidiary. Tenth: Amendment. Notwithstanding any other provisions of these Amended and Restated Articles of Incorporation or the bylaws of the corporation (and notwithstanding the fact that a lesser percentage may be specified by law, these Amended and Restated Articles of Incorporation or the bylaws of the corporation), the affirmative vote of the holders of eighty percent (80%) or more of the outstanding Voting Stock, voting together as a single class, shall be required to amend or repeal, or adopt any provisions inconsistent with (collectively, "Amend") Articles 7, 8, 9, 10, 11 or 12 of these Amended and Restated Articles of Incorporation, unless such Amendment has been approved by the affirmative vote of at least seventy-five percent (75%) of the entire Board of Directors of the corporation in which event such Amendment may be approved by the affirmative vote of the holders of a majority of the outstanding Voting Stock, voting together as a single class. Eleventh: Provisions Not Applicable. As provided in the corporation's Amended and Restated Articles of Incorporation filed on March 29, 1991 with the Department of State of the Commonwealth of Pennsylvania, the corporation reaffirms that the provisions contained in Subchapters E, G, H, I and J of Chapter 25 of the Pennsylvania Business Corporation Law, as it may be amended from time to time, shall not be applicable to the corporation. Twelfth: Tender Offers. A. The Board of Directors may, if it deems it advisable, oppose a tender or other offer for the corporation's securities, whether the offer is in cash or in securities of a corporation or otherwise. When considering whether to oppose an offer, the Board of Directors may, but it is not legally obligated to, 17 consider any pertinent issues. By way of illustration, but not of limitation, the Board of Directors may, but shall not be legally obligated to consider any and all of the following: 1. whether the offer price is acceptable based on the historical and present operating results or financial conditions of the corporation; 2. whether a more favorable price could be obtained for the corporation's securities in the future; 3. the impact which an acquisition of the corporation would have on the employees, suppliers and customers of the corporation and its Subsidiaries and on the communities served by the corporation and its Subsidiaries; 4. the reputation and business practice of the offeror and its management and affiliates as they would affect the employees, suppliers and customers of the corporation and its Subsidiaries and the future value of the corporation's stock; 5. the value of the securities, if any, which the offeror is offering in exchange for the corporation's securities, based on an analysis of the worth of the corporation as compared to the entity whose securities are being offered; and 6. any antitrust or other legal and regulatory issues that are raised by the offer. B. If the Board of Directors determines that an offer should be rejected, it may take any lawful action to accomplish its purpose including, but not limited to, any and all of the following: (i) advising shareholders not to accept the offer, (ii) commencing litigation against the offeror; (iii) filing complaints with all governmental and regulatory authorities; (iv) acquiring the corporation's securities; (v) selling or otherwise issuing authorized but unissued securities or treasury stock or granting options with respect thereto; (vi) acquiring a company to create an antitrust or other regulatory problem for the offeror; and (vii) obtaining a more favorable offer from another individual or entity. Thirteenth: Non-Voting Capital Stock. The Corporation shall not be authorized to issue non-voting capital stock to the extent prohibited by Section 1123(a)(6) of Title 11 of the United States Code (the "Bankruptcy Code"); provided however that this Article 13 will have no further force and effect beyond that required by Section 1123 of the Bankruptcy Code. Fourteenth: Severability. In the event that all, some or any part of any provision contained in these Amended and Restated Articles of Incorporation shall be found by any court of competent jurisdiction to be illegal, invalid or unenforceable (as against public policy or otherwise), such provision shall be enforced to the fullest extent permitted by law and shall be construed as if it had been narrowed only to the extent necessary so as not to be invalid, illegal or unenforceable; the validity, legality and enforceability of the remaining 18 provisions of these Amended and Restated Articles of Incorporation shall continue in full force and effect and shall not be affected or impaired by such illegality, invalidity or unenforceability of any other provision (or any part or parts thereof) of these Amended and Restated Articles of Incorporation. If and to the extent that any provision contained in these Amended and Restated Articles of Incorporation violates any rule of a securities exchange or automated quotation system on which securities of the Corporation are traded, the Board of Directors is authorized, in its sole discretion, to suspend or terminate such provision for such time or periods of time and subject to such conditions as the Board of Directors shall determine in its sole discretion. 19 EX-99 5 bylaws.txt EXHIBIT T3B-2 EXHIBIT T3B-2 AMENDED AND RESTATED BYLAWS OF GENESIS HEALTH VENTURES, INC. These Bylaws are adopted by the Corporation and are supplemental to the Pennsylvania Business Corporation Law as the name shall from time to time be in effect. ARTICLE I. SHAREHOLDERS AND DIRECTORS Section 101.1 Place of Shareholders' Meetings. All meetings of the shareholders shall be held at such place or places, inside or outside the Commonwealth of Pennsylvania, as determined by the Board of Directors from time to time. Section 101.2 Annual Shareholders' Meeting. The annual meeting of the shareholders, for the election of directors and the transaction of other business which is properly brought before such meeting, shall be held in each calendar year, at a time and place determined by the Board of Directors. Section 101.3 Special Meetings of Shareholders. Special meetings of the shareholders may be called at any time by the Board of Directors or the Chairman of the Board and Chief Executive Officer. Section 101.4 Conduct of Shareholders' Meetings. The Chairman of the Board shall preside at all Shareholders' meetings. In the absence of the Chairman of the Board, the President shall preside or, in his or her absence, any officer designated by the Board of Directors. The officer presiding over the shareholders' meeting may establish such rules and regulations for the conduct of the meeting as he or she may deem to be reasonably necessary or desirable for the orderly and expeditious conduct of the meeting. Unless the officer presiding over the shareholders' meeting otherwise requires, shareholders need not vote by ballot on any questions. Section 102.1 Management by Board of Directors. The business and affairs of the Corporation shall be managed by its Board of Directors. The Board of Directors may exercise all such powers of the Corporation and do all such lawful acts and things as are not by statute, regulation, the Amended and Restated Articles of Incorporation or these Amended and Restated Bylaws directed or required to be exercised or done by the shareholders. Section 102.2. Nomination for Directors. Beginning with the annual meeting of the shareholders to be held in 2002, nominations by shareholders for directors to be elected at a meeting of shareholders and which have not been previously approved by the Board of Directors must be submitted to the Secretary of the Corporation in writing, either by personal delivery, nationally recognized express mail or United States mail, postage prepaid, not later than (i) with respect to an election to be held at an annual meeting of shareholders, the latest date upon which shareholder proposals must be submitted to the Corporation for inclusion in the Corporation's proxy statement relating to such meeting pursuant to Rule 14a-8 under the Securities Exchange Act of 1934, as amended, or other applicable rules or regulations under the federal securities laws or, if no such rules apply, at least ninety (90) days prior to the date one year from the date of the immediately preceding annual meeting of shareholders, and (ii) with respect to an election to be held at a special meeting of shareholders, the close of business on the tenth day following the date on which notice of such meeting is first given to shareholders. Each such nomination shall set forth: (i) the name and address of the shareholder making the nomination and of the person or persons nominated; (ii) a representation that the shareholder is a holder of record of capital stock of the Corporation entitled to vote at such meeting and intends to appear in person or by proxy at the meeting to vote for the person or persons nominated; (iii) a description of all arrangements and understandings between the shareholder and each nominee and any other person or persons (naming such person or persons) pursuant to which the nomination or nominations were made by the shareholder; (iv) such other information regarding each nominee proposed by such shareholder as would be required to be included in a proxy statement filed pursuant to the proxy rules of the Securities and Exchange Commission had the nominee been nominated by the Board of Directors; and (v) the consent of each nominee to serve as a director of the Corporation if so elected. All late nominations shall be rejected. Notwithstanding the foregoing, at any time prior to the election of directors at a meeting of shareholders, the Board of Directors may designate a substitute nominee to replace any bona fide nominee who was nominated as set forth above and who, for any reason, becomes unavailable for election as a director. Section 102.3. Number of Directors. The Board of Directors shall consist of initially eight (8) directors and, after an initial one year term following the effectiveness of the Corporation's Plan of Reorganization dated ____________, 2001, (i) the Board of Directors shall consist of not less than 8 nor more than 13 directors as shall be established from time to time by majority vote of the members in office of the Board of Directors, and (ii) the Board shall be divided into three classes in accordance with the Corporation's Amended and Restated Articles of Incorporation. Section 102.4. Term of Directors. Each director shall serve until his successor is elected and qualifies, even though his term of office has otherwise expired, except in the event of his earlier resignation, removal or disqualification. Section 102.5. Resignations of Directors. Any director may resign at any time. Such resignation shall be in writing, but the acceptance thereof shall not be necessary to make it effective. Section 102.6. Vacancies in the Board of Directors. Should a vacancy in the Board of Directors occur or be created, whether arising through death, resignation, retirement or removal of a Director, such vacancy shall be filled by a majority vote of the remaining Directors. A Director so elected to fill a vacancy shall serve for the remainder of the then present term of office of the class to which he was elected. Section 102.7. Compensation of Directors. Unless the Board of Directors otherwise determines, directors shall not be entitled to any compensation for their services as directors; provided that directors who are not also employees of the Corporation shall be reimbursed by the Corporation for all out-of-pocket 2 expenses actually incurred by such directors in attending meetings of the Board of Directors or any committees thereof. Any director may serve the Corporation in other capacities and be entitled to such compensation therefor as is determined by the Board of Directors. Section 102.8. Annual Meeting of Directors. An annual meeting of the Board of Directors shall be held each year immediately following the annual meeting of the shareholders and at such other times as the Board shall from time to time designate or as may be designated in any notice from the Secretary calling the meeting. Section 102.9. Meetings of the Directors. Meetings of the Board of Directors may be called by the Chairman or any three members of the Board of Directors. Any one member of the Board of Directors may request that the Chairman of the Board of Directors call a meeting of the Board of Directors. Upon the request of the Chairman or such three directors, it shall be the duty of the Secretary of the Corporation to fix the date of such meeting to be held at such time, not less than three (3) business days after the receipt of such request as the Secretary may determine and to give due notice thereof for any such meeting to be held at the principal office of the Corporation or at any other place designated in the notice of the meeting; or, in the alternative, not less than twenty-four (24) hours after the receipt of such request as the Secretary may determine and to give due notice thereof for any such meeting where any director may participate by using a conference telephone or similar communications equipment, by means of which all such persons participating in the meeting can hear each other. Section 102.10. Notice of Directors' Meetings. Whenever notice of a meeting of the Board of Directors is required, it shall be in writing and shall be made to each director to his or her address appearing on the books of the Corporation by hand delivery, first class or express mail (postage prepaid), courier service (charges prepaid) or by facsimile transmission. Unless otherwise required by law or these Bylaws, neither the business to be transacted at, nor the purpose of, any regular meeting of the Board of Directors need be specified in the notice or waiver of notice of such meeting. Section 102.11. Reports and Records. The reports of officers and committees and the records of the proceedings of all committees shall be filed with the Secretary of the Corporation and presented to the Board of Directors, if practicable, at its next regular meeting. The Board of Directors shall keep complete records of its proceedings in a minute book kept for that purpose. When a director shall request it, the vote of each director upon a particular question shall be recorded in the minutes. Section 102.12. Committees. The following committees of the Board of Directors shall be established by the Board of Directors in addition to any other committee the Board of Directors may in its discretion establish: (a) Executive Committee; (b) Audit and Compliance Committee; and (c) Compensation Committee. Section 102.13. Executive Committee. The Executive Committee shall consist of at least three (3) directors. Meetings of the Committee may be called whenever two or more members of the Committee so request in writing. The Executive Committee shall have and exercise the authority of the Board of 3 Directors in the management of the business of the Corporation between the dates of regular meetings of the Board. Section 102.14. Audit and Compliance Committee. The Audit and Compliance Committee shall consist of at least three (3) directors, a majority of which shall be independent. Meetings of the Audit and Compliance Committee may be called at any time by the Chairman or Secretary of the Audit and Compliance Committee, and shall be called whenever two or more members of the Committee so request in writing. The Audit and Compliance Committee shall have the following authority, powers and responsibilities: (a) To recommend each year to the Board the independent accountants to audit the annual financial statements of the Corporation and its consolidated subsidiaries and to review the fees charged for such audits or for special engagements given to such accountants; (b) To meet with the independent accountants, Chief Executive Officer, Chief Financial Officer and any other Corporation executives as the Audit and Compliance Committee deems appropriate at such times as the Audit and Compliance Committee shall determine to review: (i) the scope of the audit plan; (ii) the Corporation's financial statements; (iii) the results of external and internal audits; (iv) the effectiveness of the Corporation's system of internal controls; (v) any limitations imposed by Corporation personnel on the independent public accountants; and (vi) such other matters as the Audit and Compliance Committee shall deem appropriate; (c) To report to the entire Board at such time as the Audit and Compliance Committee shall determine; (d) To take such other action as the Audit and Compliance Committee shall deem necessary or appropriate to assure that the interests of the Company are adequately protected. Section 102.15. Compensation Committee. The Compensation Committee shall consist of at least two (2) directors. Meetings of the Committee may be called at any time by the Chairman or Secretary of the Committee, and shall be called whenever two or more members of the Committee so request in writing. The Committee shall review compensation of executive officers and make recommendations to the Board of Directors regarding executive compensation and shall have such other duties as the Board of Directors prescribes. Section 102.16. Appointment of Committee Members. The Board of Directors shall appoint or shall establish a method of appointing the members of the Executive, Audit and Compliance Committee and Compensation Committees and of any other committees established by the Board of Directors, and the Chairman of each such committee, to serve until the next annual meeting of shareholders. Section 102.17. Organization and Proceedings. Each committee of the Board of Directors shall effect its own organization by the appointment of a Secretary and such other officers, except the Chairman, as it may deem necessary. The Secretary of the Executive Committee shall be the Secretary of the Corporation, but the Secretary of the Audit and Compliance and Compensation Committees and of any other committee need not be the Secretary of the Corporation. A record of the proceedings of all committees shall be kept by the Secretary of such committee and filed and presented as provided in Section 102.12 of these Bylaws. 4 Section 102.18. Committees. In the absence or disqualification of any member of any committee established by the Board Directors, the members thereof who are present at any meeting such committee and are not disqualified from voting, whether or not they constitute a quorum, may unanimously appoint another director to act at such meeting in the place of such absent or disqualified member. Section 103. Absentee Participation in Meetings. A director or shareholder (as the case may be) may participate in a meeting of the Board of Directors, a meeting of a committee established by the Board of Directors, or a meeting of the shareholders, by use of a conference telephone or similar communications equipment, by means of which all persons participating in the meeting can hear each other. ARTICLE II. OFFICERS Section 201. Officers. The Corporation shall have a Chairman, a President, a Secretary and a Treasurer, and may have one or more Vice Chairmen, one or more Vice Presidents, one or more Assistant Secretaries, and one or more Assistant Treasurers and other officers and assistant officers as the Board of Directors may from time to time deem advisable. Section 202. Election and Term of Officers. The Chairman and Chief Executive Officer, President and Chief Operating Officer, Secretary, and Treasurer of the Corporation shall be elected annually by the Board of Directors at the annual meetings of the Board of Directors. All other officers and assistant officers shall be elected by the Board of Directors at the time, in the manner, and for such term as the Board of Directors from time to time determines. Each officer and assistant officer shall serve until his successor is duly elected and qualifies, or until he resigns or is removed from office. Section 203. Compensation. Unless otherwise provided by the Board of Directors, the compensation of officers and assistant officers shall be fixed by the Chairman. Section 204. Chairman and Chief Executive Officer. The Chairman shall be the chief executive officer of the Corporation, and, subject to the direction and control of the Board of Directors, shall in general supervise and control all of the business and affairs of the Corporation. Unless a designation to the contrary is made at a meeting, the Chairman, when present, shall preside at all meetings of the shareholders and of the Board of Directors. As authorized by the Board of Directors, the Chairman may execute and seal, or cause to be sealed, all instruments requiring such execution. Upon request of the Board of Directors, the Chairman shall report to it all matters which the interests of the Corporation may require to be brought to the attention of the Board of Directors. Section 205. President and Chief Operating Officer. The president shall be the chief operating officer of the Corporation. As authorized by the Board of Directors, the President may execute and seal, or cause to be sealed, all instruments requiring such execution, except to the extent that signing and execution thereof is expressly delegated by the Board of Directors to some other officer or agent of the Corporation. In the absence or disability of the Chairman, the President, unless otherwise determined by the Board of Directors, shall perform the duties and exercise the powers of the Chairman. 5 Section 206. Vice President, Secretary, Treasurer, and Assistant Officers. In the absence or disability of the President, the Vice President or Vice Presidents, in the order of their seniority, unless otherwise determined by the Board of Directors or the Chairman shall perform the duties and exercise the powers of the President. The Vice President or Vice Presidents, the Secretary, the Treasurer, the Assistant Secretary or Secretaries, and the Assistant Treasurer or Treasurers, shall act under the direction of the Chairman and shall perform all duties which are prescribed by the Chairman or the Board of Directors. ARTICLE III. PERSONAL LIABILITY AND INDEMNIFICATION Section 301.1.1. Personal Liability of Directors. (a) A director of this Corporation shall not be personally liable for monetary damages as such for any action taken, or any failure to take any action, unless: (1) the director has breached or failed to perform the duties of his office under Subchapter B of Chapter 17 of the Pennsylvania Business Corporation of 1988 (which, as amended from time to time, is hereafter called the "Business Corporation Law"); and (2) the breach or failure to perform constitutes self-dealing, willful misconduct or recklessness. (b) This Section 301.1.1 shall not limit a director's liability for monetary damages to the extent prohibited by the Business Corporation Law. Section 301.1.2. Mandatory Indemnification. The Corporation shall, to the fullest extent permitted by applicable law, indemnify its directors and officers who were or are a party or are threatened to be made a party to any threatened, pending or completed action, suit or proceeding, whether civil, criminal, administrative or investigative (whether or not such action, suit or proceeding arises or arose by or in the right of the Corporation or other entity) by reason of the fact that such director or officer is or was a director or officer of the Corporation or is or was serving at the request of the Corporation as a director, officer, employee, general partner, agent or fiduciary of another corporation, partnership, joint venture, trust or other enterprise (including service with respect to employee benefit plans), against expenses (including, but not limited to, attorneys' fees and costs), judgments, fines (including excise taxes assessed on a person with respect to any employee benefit plan) and amounts paid in settlement actually and reasonably incurred by such director or officer in connection with such action, suit or proceeding, except as otherwise provided in Section 301.1.4 hereof. Persons who were members, directors or officers of the Corporation prior to the date this Section is approved by shareholders of the Corporation, but who do not hold such office on or after such date, shall not be covered by this Section 301.1. A director or officer of the Corporation entitled to indemnification under this Section 301.1.2 is hereafter called a "person covered by Section 301.1.2 hereof". Section 301.1.3. Expenses. Expenses incurred by a person covered by Section 301.1.2 hereof in defending a threatened, pending or completed civil or criminal action, suit or proceeding shall be paid by the Corporation in advance 6 of the final disposition of such action, suit or proceeding upon receipt of an undertaking by or on behalf of such person to repay such amount if it shall ultimately be determined that such person is not entitled to be indemnified by the Corporation, except as otherwise provided in Section 301.1.4. Section 301.1.4. Exceptions. No indemnification under Section 301.1.2 or advancement or reimbursement of expenses under Section 301.1.3 shall be provided to a person covered by Section 301.1.2 hereof (a) with respect to expenses or the payment of profits arising from the purchase or sale of securities of the Corporation in violation of Section 16(b) of the Securities Exchange Act of 1934; (b) if a final unappealable judgment or award establishes that such director or officer engaged in self-dealing, willful misconduct or recklessness; (c) for expenses or liabilities of any type whatsoever (including, but not limited to, judgments, fines, and amounts paid in settlement) which have been paid directly to such person by an insurance carrier under a policy of officers' and directors' liability insurance whose premiums are paid for by the Corporation or by an individual or entity other than such director or officer; and (d) for amounts paid in settlement of any threatened, pending or completed action, suit or proceeding without the written consent of the Corporation, which written consent shall not be unreasonably withheld. The Board of Directors of the Corporation is hereby authorized, at any time by resolution, to add to the above list of exceptions from the right of indemnification under Section 301.1.2 or advancement or reimbursement of expenses under Section 301.1.3, but any such additional exception shall not apply with respect to any event, act or omission which has occurred prior to the date that the Board of Directors in fact adopts such resolution. Any such additional exception may, at any time after its adoption, be amended, supplemented, waived or terminated by further resolution of the Board of Directors of the Corporation. Section 301.1.5. Continuation of Rights. The indemnification and advancement or reimbursement of expenses provided by, or granted pursuant to, this Section 301.1 shall continue as to a person who has ceased to be a director or officer of the Corporation, and shall inure to the benefit of the heirs, executors and administrators of such person. Section 301.1.6. General Provisions. (a) The term "to the fullest extent permitted by applicable law", as used in this Section 301.1, shall mean the maximum extent permitted by public policy, common law or statute. Any person covered by Section 301.1.2 hereof may, to the fullest extent permitted by applicable law, elect to have the right to indemnification or to advancement or reimbursement of expenses, interpreted, at such person's option, (i) on the basis of the applicable law on the date this Section was approved by the shareholders, or (ii) on the basis of the applicable law in effect at the time of the occurrence of the event or events giving rise to the action, suit or proceeding, or (iii) on the basis of the applicable law in effect at the time indemnification is sought. (b) The right of a person covered by Section 301.1.2 hereof to be indemnified or to receive an advancement or reimbursement of expenses pursuant to Section 301.1.3 (i) may also be enforced as a contract right pursuant to which the person entitled thereto may bring suit as if the provisions hereof were set forth in a separate written contract between the Corporation and such person, (ii) to the fullest extent permitted by applicable 7 law, is intended to be retroactive and shall be available with respect to events occurring prior to the adoption hereof, and (iii) shall continue to exist after the rescission or restrictive modification (as determined by such person) of this Section with respect to events, acts or omissions occurring before such rescission or restrictive modification is adopted. (c) If a request for indemnification or for the advancement or reimbursement of expenses pursuant hereto is not paid in full by the Corporation within thirty days after a written claim has been received by the Corporation together with all supporting information reasonably requested by the Corporation, the claimant may at any time thereafter bring suit against the Corporation to recover the unpaid amount of the claim (plus interest at the prime rate announced from time to time by the Corporation's primary banker) and, if successful in whole or in part, the claimant shall be entitled also to be paid the expenses (including, but not limited to, attorneys' fees and costs) of prosecuting such claim. Neither the failure of the Corporation (including its Board of Directors, independent legal counsel or its shareholders) to have made a determination prior to the commencement of such action that indemnification of or the advancement or reimbursement of expenses to the claimant is proper in the circumstances, nor an actual determination by the Corporation (including its Board of Directors, independent legal counsel or its shareholders) that the claimant is not entitled to indemnification or to the reimbursement or advancement of expenses, shall be a defense to the action or create a presumption that the claimant is not so entitled. (d) The indemnification and advancement or reimbursement of expenses provided by, or granted pursuant to, this Section 301.1 shall not be deemed exclusive of any other rights to which those seeking indemnification or advancement or reimbursement of expenses may be entitled under any bylaw, agreement, vote of shareholders or directors or otherwise, both as to action in such director or officer's official capacity and as to action in another capacity while holding that office. (e) Nothing contained in this Section 301.1 shall be construed to limit the rights and powers the Corporation possesses under the Business Corporation Law, or otherwise, including, but not limited to, the powers to purchase and maintain insurance, create funds to secure or insure its indemnification obligations, and any other rights or powers the Corporation may otherwise have under applicable law. (f) The provisions of this Section 301.1 may, at any time (and whether before or after there is any basis for a claim for indemnification or for the advancement or reimbursement of expenses pursuant hereto), be amended, supplemented, waived, or terminated, in whole or in part, with respect to any person covered by Section 301.1.2 hereof by a written agreement signed by the Corporation and such person. (g) The Corporation shall have the right to appoint the attorney for a person covered by Section 301.1.2 hereof, provided such appointment is not unreasonable under the circumstances. Section 301.1.7. Optional Indemnification. The Corporation may, to the fullest extent permitted by applicable law, indemnify, and advance or reimburse expenses for, persons in all situations other than that covered by this Section 301.1. 8 ARTICLE IV. SHARES OF CAPITAL STOCK Section 401. Authority to Sign Share Certificate. Every share certificate of the Corporation shall be signed by the Chairman and Chief Executive Officer and by the Secretary or one of the Assistant Secretaries. If the certificate is signed by a transfer agent or registrar, the signature of any officer of the Corporation on the certificate may be facsimile, engraved or printed. Section 402. Lost or Destroyed Certificates. Any person claiming a share certificate to be lost, destroyed or wrongfully taken shall receive a replacement certificate if such shareholder: (a) requests such replacement certificate before the Corporation has notice that the shares have been acquired by a bona fide purchaser; (b) files with the Corporation an indemnity bond deemed sufficient by the Board of Directors; and (c) satisfies any other reasonable requirements fixed by the Board of Directors. ARTICLE V. GENERAL Section 501. Fiscal Year. The fiscal year of the Corporation shall be determined by the Board of Directors. Section 502. Record Date. The Board of Directors may fix any time prior to the date of any meeting of shareholders as a record date for the determination of shareholders entitled to notice of, or to vote at, the meeting, which time, except in the case of an adjourned meeting, shall be not more than ninety (90) days prior to the date of the meeting of shareholders. The Board of Directors may fix any time whatsoever (whether or not the same is more than ninety (90) days) prior to the date for the payment of any dividend or distribution, or the date for the allotment of rights, or the date when any change or conversion or exchange of shares will be made or will go into effect, as a record date for the determination of the shareholders entitled to receive payment of any such dividend or distribution, or to receive any such allotment of rights, or to exercise the rights in respect to any such change, conversion or exchange of shares. Section 503. Emergency Bylaws. In the event of any emergency resulting from an attack on the United States, a nuclear disaster or another catastrophe as a result of which a quorum cannot be readily assembled and during the continuance of such emergency, the following Bylaw provisions shall be in effect, notwithstanding any other provisions of these Bylaws. (a) A meeting of the Board of Directors or of any committee thereof may be called by any officer or director upon one hour's notice to all persons entitled to notice whom, in the sole judgment of the notifier, it is feasible to notify; (b) The director or directors in attendance at the meeting of the Board of Directors or of any committee thereof shall constitute a quorum; and (c) These Bylaws may be amended or repealed, in whole or in part, by a majority vote of the directors attending any meeting of the Board of Directors, provided such amendment or repeal shall only be effective for the duration of such emergency. 9 Section 504. Severability. If any provision of these Bylaws is illegal or unenforceable as such, such illegality or unenforceability shall not affect any other provision of these Bylaws and such other provisions shall continue in full force and effect. ARTICLE VI. AMENDMENTS Section 601. Amendment or Repeal by the Board of Directors. Except as provided by applicable law, these Bylaws may be amended or repealed, in whole or in part, by a majority vote of the members of the Board of Directors present and voting at any duly convened regular or special meeting of the Board. Section 602. Amendment or Repeal by Shareholders. These Bylaws may be amended or repealed, in whole or in part, by shareholders as follows: (i) in the case of an amendment or repeal that has previously received the approval of the Board of Directors, by a majority of the votes cast by shareholders at any duly convened annual or special meeting of the shareholders; and (ii) in the case of an amendment or repeal that has not previously received the approval of the Board of Directors, by a vote of shareholders entitled to cast at least 75 percent of the votes which all shareholders are entitled to cast thereon at any annual or special meeting of the shareholders. This Section 602 may be amended or repealed, in whole or in part, only by a vote of shareholders entitled to cast at least 75 percent of the votes which all shareholders are entitled to cast thereon at any duly convened annual or special meeting of shareholders. Section 602. Recording Amendments. The text of all amendments to these Bylaws shall be attached hereto, and a notation of the date of its adoption and a notation of whether it was adopted by the directors or the shareholders shall be made in Section 702 hereof. ARTICLE VII. ADOPTION OF BYLAWS AND RECORD OF AMENDMENTS THERETO Section 701. Adoption and Effective Date. These Bylaws have been adopted as the Bylaws of the Corporation this _______ day of _________, 2001, and shall be effective as of said date. 10 EX-99 6 indent.txt EXHIBIT T3C EXHIBIT T3C GENESIS HEALTH VENTURES, INC., as Issuer, THE GUARANTORS (as defined herein), as Guarantors, ________________________, as Trustee INDENTURE Dated as of September __, 2001 $242,605,000 Second Priority Secured Notes due 2007. TABLE OF CONTENTS
PAGE ---- ARTICLE 1 DEFINITIONS AND INCORPORATION BY REFERENCE...........................................................1 Section 1.1. Definitions................................................................................1 Section 1.2. Other Definitions.........................................................................20 Section 1.3. Incorporation by Reference of Trust Indenture Act.........................................20 Section 1.4. Rules of Construction.....................................................................21 ARTICLE 2 THE SENIOR NOTES....................................................................................21 Section 2.1. Dating; Incorporation of Form in Indenture................................................21 Section 2.2. Execution and Authentication..............................................................22 Section 2.3. Agents....................................................................................22 Section 2.4. Paying Agent to Hold Money in Trust.......................................................23 Section 2.5. Noteholder Lists..........................................................................23 Section 2.6. Transfer and Exchange.....................................................................23 Section 2.7. Replacement Senior Notes..................................................................24 Section 2.8. Outstanding Senior Notes..................................................................24 Section 2.9. Temporary Senior Notes....................................................................25 Section 2.10. Cancellation..............................................................................25 Section 2.11. Defaulted Interest........................................................................25 Section 2.12. Deposit of Moneys.........................................................................26 Section 2.13. CUSIP Number..............................................................................26 Section 2.14. Payments to Holders.......................................................................26 Section 2.15. Book-Entry Provisions for Global Notes....................................................27 Section 2.16. Record Date...............................................................................28 ARTICLE 3 REDEMPTION..........................................................................................28 Section 3.1. Notices to Trustee........................................................................28 Section 3.2. Selection by Trustee of Senior Notes to Be Redeemed.......................................28 Section 3.3. Notice of Redemption......................................................................29 Section 3.4. Effect of Notice of Redemption............................................................29 Section 3.5. Deposit of Redemption Price...............................................................30 Section 3.6. Senior Notes Redeemed in Part.............................................................30 Section 3.7. Optional Redemption.......................................................................30 i TABLE OF CONTENTS (continued) ARTICLE 4 COVENANTS...........................................................................................30 Section 4.1. Payment of Senior Notes...................................................................30 Section 4.2. Reports...................................................................................31 Section 4.3. Waiver of Stay, Extension or Usury Laws...................................................31 Section 4.4. Compliance Certificate....................................................................31 Section 4.5. Taxes.....................................................................................32 Section 4.6. Limitation on Additional Indebtedness.....................................................32 Section 4.7. Limitation on Restricted Payments.........................................................32 Section 4.8. Limitation on Certain Asset Sales.........................................................34 Section 4.9. Limitation on Transactions with Affiliates................................................36 Section 4.10. Limitations on Liens......................................................................37 Section 4.11. Limitations on Investments................................................................37 Section 4.12. Limitation on Creation of Subsidiaries....................................................37 Section 4.13. Limitation on Subsidiaries and Unrestricted Subsidiaries..................................37 Section 4.14. Limitation on Dividends and Other Payment Restrictions Affecting Subsidiaries............38 Section 4.15. Restriction on Sale and Issuance of Subsidiary Equity Interest............................39 Section 4.16. Limitation on Sale and Lease-Back Transactions............................................39 Section 4.17. Line of Business..........................................................................40 Section 4.18. Limitation on Status as Investment Company................................................40 Section 4.19. Corporate Existence.......................................................................40 Section 4.20. Maintenance of Office or Agency...........................................................40 Section 4.21. Maintenance of Insurance; Books and Records; Compliance with Laws.......................41 Section 4.22. Further Assurances to the Trustee.........................................................41 Section 4.23. Collateral Documents......................................................................41 ARTICLE 5 SUCCESSOR CORPORATION...............................................................................42 Section 5.1. Merger, Consolidation or Sale of Assets...................................................42 Section 5.2. Successor Person Substituted..............................................................42 ARTICLE 6 DEFAULTS AND REMEDIES...............................................................................43 Section 6.1. Events of Default.........................................................................43 ii TABLE OF CONTENTS (continued) Section 6.2. Acceleration..............................................................................44 Section 6.3. Other Remedies............................................................................45 Section 6.4. Waiver of Defaults and Events of Default..................................................45 Section 6.5. Control by Majority.......................................................................45 Section 6.6. Limitation on Suits.......................................................................46 Section 6.7. Rights of Holders to Receive Payment......................................................46 Section 6.8. Collection Suit by Trustee................................................................46 Section 6.9. Trustee May File Proofs of Claim..........................................................47 Section 6.10. Priorities................................................................................47 Section 6.11. Undertaking for Costs.....................................................................48 Section 6.12. Restoration of Rights and Remedies........................................................48 Section 6.13. Delay or Omission Not Waiver..............................................................48 ARTICLE 7 TRUSTEE.............................................................................................48 Section 7.1. Duties of Trustee.........................................................................48 Section 7.2. Rights of Trustee.........................................................................49 Section 7.3. Individual Rights of Trustee..............................................................50 Section 7.4. Trustee's Disclaimer......................................................................50 Section 7.5. Notice of Defaults........................................................................50 Section 7.6. Reports by Trustee to Holders.............................................................50 Section 7.7. Compensation and Indemnity................................................................51 Section 7.8. Replacement of Trustee....................................................................52 Section 7.9. Successor Trustee by Consolidation, Merger or Conversion..................................52 Section 7.10. Eligibility; Disqualification.............................................................53 Section 7.11. Preferential Collection of Claims Against Company.........................................53 Section 7.12. Paying Agents.............................................................................53 Section 7.13. Co-Trustee and Separate Trustees..........................................................53 ARTICLE 8 AMENDMENTS, SUPPLEMENTS AND WAIVERS.................................................................55 Section 8.1. Without Consent of Holders................................................................55 Section 8.2. With Consent of Holders...................................................................56 Section 8.3. Compliance with Trust Indenture Act.......................................................57 iii TABLE OF CONTENTS (continued) Section 8.4. Revocation and Effect of Consents.........................................................57 Section 8.5. Notation on or Exchange of Senior Notes...................................................57 Section 8.6. Trustee to Sign Amendments, etc...........................................................58 ARTICLE 9 DISCHARGE OF INDENTURE; DEFEASANCE..................................................................58 Section 9.1. Discharge of Indenture....................................................................58 Section 9.2. Legal Defeasance..........................................................................58 Section 9.3. Covenant Defeasance.......................................................................59 Section 9.4. Conditions to Legal Defeasance or Covenant Defeasance.....................................59 Section 9.5. Deposited Money and U.S. Government Obligations to Be Held in Trust; Other Miscellaneous Provisions..................................................................61 Section 9.6. Reinstatement.............................................................................61 Section 9.7. Moneys Held by Paying Agent...............................................................61 Section 9.8. Moneys Held by Trustee....................................................................62 Section 9.9. Senior Note Collateral....................................................................62 ARTICLE 10 COLLATERAL AND SECURITY.............................................................................62 Section 10.1. Security..................................................................................62 Section 10.2. Recording and Opinions....................................................................63 Section 10.3. Release of Collateral.....................................................................64 Section 10.4. Protection of the Trust Estate............................................................65 Section 10.5. Certificates of the Company...............................................................65 Section 10.6. Certificates of the Trustee...............................................................66 Section 10.7. Authorization of Actions to be Taken by the Trustee Under the Collateral Documents.......66 Section 10.8. Authorization of Receipt of Funds by the Trustee Under the Collateral Documents..........66 Section 10.9. Termination of Security Interest..........................................................67 Section 10.10. Cooperation of Trustee....................................................................67 Section 10.11. Collateral Agent and Mortgage Indenture Trustee...........................................67 Section 10.12. Collateral Trust Agreement and Mortgage Indenture.........................................68 ARTICLE 11 GUARANTEE OF SENIOR NOTES...........................................................................68 Section 11.1. Guarantee.................................................................................68 iv TABLE OF CONTENTS (continued) Section 11.2. Execution and Delivery of Guarantees......................................................69 Section 11.3. Limitation of Guarantee...................................................................70 Section 11.4. Release of Guarantor......................................................................70 Section 11.5. Additional Guarantors.....................................................................71 ARTICLE 12 MISCELLANEOUS.......................................................................................71 Section 12.1. Trust Indenture Act Controls..............................................................71 Section 12.2. Notices...................................................................................71 Section 12.3. Communications by Holders with Other Holders..............................................72 Section 12.4. Certificate and Opinion as to Conditions Precedent........................................72 Section 12.5. Statements Required in Certificate and Opinion............................................72 Section 12.6. When Treasury Senior Notes Disregarded....................................................73 Section 12.7. Rules by Trustee and Agents...............................................................73 Section 12.8. Business Days; Legal Holidays.............................................................73 Section 12.9. Governing Law.............................................................................73 Section 12.10. No Adverse Interpretation of Other Agreements.............................................74 Section 12.11. No Recourse Against Others................................................................74 Section 12.12. Successors................................................................................74 Section 12.13. Multiple Counterparts.....................................................................74 Section 12.14. Table of Contents, Headings, etc..........................................................74 Section 12.15. Separability..............................................................................75
EXHIBITS Exhibit A Form of Guarantee Notation Exhibit B Form of Senior Note Exhibit C Global Notes Legend SCHEDULE 1 v Reconciliation and Tie between Trust Indenture Act of 1939 and Indenture, dated as of September , 2001 TRUST INDENTURE INDENTURE ACT SECTION SECTION ----------- ------- Section 310(a)(1)................................ 7.10 (a)(2)................................ 7.10 (a)(3)................................ 7.13 (a)(4)................................ N.A. (b)................................... 7.8; 7.10 (b)(1)................................ 7.10 (c)................................... N.A. Section 311(a)................................... 7.11 (b)................................... 7.11 (c)................................... N.A. Section 312(a)................................... 2.5 (b)................................... 12.3 (c)................................... 12.3 Section 313(a)................................... 7.6 (b)(1)................................ 10.2 (b)(2)................................ 10.2; 7.6 (c)................................... 7.6 (d)................................... 7.6 Section 314(a)................................... 4.2; 4.4; 12.5 (b)................................... 10.2 (c)(1)................................ 12.4; 12.5 (c)(2)................................ 12.4; 12.5 (c)(3)................................ 12.4;12.5 (d)................................... 10.2 (e)................................... 10.2; 12.5 (f)................................... N.A. Section 315(a)................................... 7.1; 7.2 (b)................................... 7.5 (c)................................... 7.1 (d)................................... 6.5; 7.1; 7.2 (e)................................... 6.11 Section 316(a) (last sentence)................... 12.6 (a)(1)(A)............................. 6.5 (a)(1)(B)............................. 6.4 (a)(2)................................ N.A. (b)................................... 6.7 (c)................................... 8.4 Section 317(a)(1)................................ 6.8 (a)(2)................................ 6.9 (b)................................... 7.12 Section 318(a)................................... 12.1 vi Note: This reconciliation and tie shall not, for any purpose, be deemed to be part of the Indenture. Attention should also be directed to TIA Section 318(c), which provides that the provisions of TIA Sections 310 to and including 317 of the TIA are a part of and govern every qualified indenture, whether or not physically contained therein. vii THIS INDENTURE is dated as of September ___, 2001, among GENESIS HEALTH VENTURES, INC., a Pennsylvania corporation, as Issuer (the "Company"), the GUARANTORS listed on Schedule 1 hereto and ___________, a _________________, as trustee (the "Trustee"). The Company and the Guarantors have duly authorized the execution and delivery of this Indenture to provide for the issuance of the Second Priority Secured Notes due 2007 to be issued as provided for in this Indenture. Each party agrees as follows for the benefit of the other party and for the equal and ratable benefit of the Holders (as hereinafter defined) of the Second Priority Secured Notes due 2007, which are unconditionally guaranteed by the Guarantors. ARTICLE I DEFINITIONS AND INCORPORATION BY REFERENCE Section 1.1 DEFINITIONS. "Acquired Indebtedness" means Indebtedness of a Person existing at the time such Person becomes a Subsidiary or assumed in connection with an Asset Acquisition from such Person. "Acquisition Indebtedness" means Indebtedness incurred by the Company or by a Subsidiary after the Issue Date the proceeds of which are used for an Asset Acquisition. "Adjusted Net Assets" of a Guarantor at any date shall mean the lesser of (x) the amount by which the fair value of the property of such Guarantor exceeds the total amount of liabilities (after giving effect to all fixed and contingent liabilities (including, without limitation, any guarantees of Indebtedness)), but excluding liabilities under the Guarantee, of such Guarantor at such date and (y) the amount by which the present fair salable value of the assets of such Guarantor at such date exceeds the total amount of its debts (after giving effect to all fixed and contingent liabilities (including, without limitation, any guarantees of Indebtedness)), and after giving effect to any collection from any Subsidiary of such Guarantor in respect of the obligations of such Subsidiary under the Guarantee), but excluding liabilities under the Guarantee. "Affiliate" of any specified Person means any other Person which directly or indirectly through one or more intermediaries controls, or is controlled by, or is under common control with, such specified Person. For the purposes of this definition, "control" (including, with correlative meanings, the terms "controlling," "controlled by," and "under common control with"), as used with respect to any Person, means the possession, directly or indirectly, of the power to direct or cause the direction of the management or policies of such Person, whether through the ownership of voting securities, by agreement or otherwise. "Agent" means any Registrar, Paying Agent, co-registrar or agent for service of notices and demands. "Asset Acquisition" means (a) an Investment by the Company or any Subsidiary of the Company in any other Person pursuant to which such Person shall become a Subsidiary of the Company, or shall be merged with or into the Company or any Subsidiary of the Company, (b) the acquisition by the Company or any Subsidiary of the Company of the assets of any Person (other than a Subsidiary of the Company) which constitute all or substantially all of the assets of such Person or (c) the acquisition by the Company or any Subsidiary of the Company of any division or line of business of any Person (other than a Subsidiary of the Company). "Asset Sale" means the direct or indirect sale, transfer, issuance, conveyance, lease (other than operating leases entered into in the ordinary course of business pursuant to ordinary business terms, it being understood that the lease of a healthcare facility shall not be considered to be in the ordinary course but that leases of portions of a healthcare facility to service providers shall be considered to be in the ordinary course), assignment or other disposition (including, without limitation, by eminent domain, condemnation or similar governmental proceeding) and any merger or consolidation of any Subsidiary of the Company with or into another Person (other than the Company or any Wholly-Owned Subsidiary of the Company) in any single transaction or series of related transactions (separate eminent domain, Condemnation or similar governmental proceedings to each be considered a single transaction but not to be considered together as a series of related transactions) involving property or assets with a fair market value in excess of $500,000 of (a) any Equity Interest in any Subsidiary, (b) real property owned by the Company or any Subsidiary thereof, or a division, line of business or healthcare facility or comparable business segment of the Company or any Subsidiary thereof or (c) other property, assets or rights (including, without limitation, leasehold rights) of the Company, any Subsidiary thereof or any division, line of business or healthcare facility of the Company or any Subsidiary thereof, provided, however, that Asset Sales shall not include (i) sales, leases, conveyances, transfers or other dispositions to the Company or to a Subsidiary thereof or to any other Person if after giving effect to such sale, lease, conveyance, transfer or other disposition such other Person becomes a Wholly-Owned Subsidiary of the Company, (ii) transactions complying with Section 5.1, (iii) sales, transfers, issuances, conveyances, leases, assignments or other dispositions to the Company or any Wholly-Owned Subsidiary of the Company, and (iv) sales, leases, conveyances, transfers or other dispositions in any 12 month period (A) the fair market value of which does not, in the aggregate, exceed 2.5% of the Company's Consolidated Total Assets and (B) the Consolidated Cash Flow Available for Fixed Changes related to such properties or assets does not, in the aggregate, exceed 2.5% of the Company's Consolidated Cash Flow Available for Fixed Charges. "Asset Sale Proceeds" means, with respect to any Asset Sale, (i) cash received by the Company or any Subsidiary thereof from such Asset Sale, after (a) provision for all income or other taxes measured by or resulting from such Asset Sale, (b) payment of all brokerage commissions, underwriting and other fees and expenses related to such Asset Sale, (c) provision for minority interest holders in any Subsidiary as a result of such Asset Sale, (d) payments made to retire Indebtedness secured by the assets subject to such Asset Sale, (e) payments made to the Trustee, the Collateral Agent, the agent of the holders of the Senior Indebtedness under the Collateral Trust Agreement and the Mortgage Indenture Trustee and (f) deduction of appropriate amounts to be provided by the Company or a Subsidiary thereof as a reserve, in accordance with GAAP, against any liabilities associated with the assets sold or disposed of in such Asset Sale and retained by the Company or a Subsidiary thereof after such Asset Sale, including, without limitation, pension and other post-employment benefit liabilities and liabilities related to environmental matters or against any indemnification obligations associated with the assets sold or disposed of in such Asset Sale, and (ii) promissory notes and other non-cash consideration 2 received by the Company or any Subsidiary thereof from such Asset Sale or other disposition upon the liquidation or conversion of such notes or non-cash consideration into cash. "Attributable Indebtedness" when used with respect to any Sale-Lease-Back Transaction or an operating lease with respect to a long-term care facility means, as at the time of determination, the present value (discounted at a rate equivalent to the interest rate implicit in the lease, compounded on a semi-annual basis) of the total obligations of the lessee for rental payments (after excluding all amounts required to be paid on account of maintenance and repairs, insurance, taxes, utilities and other similar expenses payable by the lessee pursuant to the terms of the lease) during the remaining term of the lease included in any such Sale and Lease-Back Transaction or such operating lease or until the earliest date on which the lessee may terminate such lease without penalty or upon payment of a penalty (in which case the rental payments shall include such penalty); provided, that the Attributable Indebtedness with respect to a Sale and Lease-Back Transaction shall be no less than the fair market value (as determined reasonably and in good faith by the Board of Directors of the Person incurring the Attributable Indebtedness) of the property subject to such Sale and Lease-Back Transaction. "Board of Directors" means, as to any Person, the board of directors or any duly authorized committee thereof of such Person or, if such Person is a partnership (or other non-corporate Person), of the managing general partner or partners (or Persons serving an analogous function) of such Person. "Board Resolution" means, as to any Person, a copy of a resolution certified pursuant to an Officers' Certificate to have been duly adopted by the Board of Directors of such Person, and to be in full force and effect, and, if required hereunder, delivered to the Trustee. "Capitalized Lease Obligations" means Indebtedness represented by obligations under a lease that is required to be capitalized for financial reporting purposes in accordance with GAAP, and the amount of such Indebtedness shall be the capitalized amount of such obligations determined in accordance with GAAP. "Casualty" with respect to any Collateral, means loss of, damage to or destruction of all or any part of such Collateral. "Collateral" means all the assets of the Company and its Subsidiaries defined as "Collateral" in the Collateral Documents. "Collateral Agent" means ______________ as collateral agent under the Collateral Trust Agreement, and its successors. "Collateral Documents" means the Collateral Trust Agreement, the Mortgage Indenture, the UCC-1s, together with all related filings, assignments and instruments, as such agreements, filings, assignments and instruments may from time to time be amended, supplemented or otherwise modified in accordance with the terms of this Indenture and such other agreements. "Collateral Trust Agreement" means the Collateral Trust Agreement executed by the Company, the Trustee and the agent for the benefit of the holders of the Senior Indebtedness under the Collateral Trust Agreement and their successors. 3 "Company" means the party named as such in the first paragraph of this Indenture until a successor replaces such party pursuant to Article 5 of this Indenture and thereafter means the successor. "Company Request" means any written request signed in the name of the Company by any two of the following: the Chief Executive Officer; the President; any Vice President; the Chief Financial Officer; the Treasurer; or the Secretary or any Assistant Secretary (but not both the Secretary and any Assistant Secretary) of the Company. "Condemnation" means any taking of the Collateral or any part thereof, in or by Condemnation, expropriation or similar proceeding, eminent domain proceedings, seizure or forfeiture, pursuant to any law, general or special, or by reason of the temporary requisition of the use or occupancy of the Collateral, or any part thereof, by a governmental authority. "Condemnation Proceeds" means any awards, proceeds, payment or other compensation arising out of a Condemnation less any and all payments made to the Trustee, the Collateral Agent, the agent of the holders of the Senior Indebtedness under the Collateral Trust Agreement and the Mortgage Indenture Trustee. "Consolidated Cash Flow Available for Fixed Charges" means, with respect to any Person for any period, on a consolidated basis in accordance with GAAP, the sum of, without duplication, the amounts for such period, taken as a single accounting period, of (A) (i) Consolidated Net Income, (ii) Consolidated Non-cash Charges, (iii) Consolidated Interest Expense, (iv) Consolidated Income Tax Expense, and (v) one-third of Consolidated Rental Payments, less (B) any non-cash items increasing Consolidated Net Income for such period. "Consolidated Fixed Charge Coverage Ratio" means with respect to any Person, the ratio of the aggregate amount of Consolidated Cash Flow Available for Fixed Charges of such Person for the four full fiscal quarters immediately preceding the date of the transaction (the "Transaction Date") giving rise to the need to calculate the Consolidated Fixed Charge Coverage Ratio (such four full fiscal quarter period being referred to herein as the "Four Quarter Period") to the aggregate amount of Consolidated Fixed Charges of such Person for the Four Quarter Period. In addition to and without limitation of the foregoing, for purposes of this definition, "Consolidated Cash Flow Available for Fixed Charges" and "Consolidated Fixed Charges" shall be calculated after giving effect on a pro forma basis for the period of such calculation to, without duplication, (a) the incurrence of any Indebtedness of such Person or any of its Subsidiaries (and the application of the net proceeds thereof) during the period commencing on the first day of the Four Quarter Period to and including the Transaction Date (the "Reference Period"), including, without limitation, the incurrence of the Indebtedness giving rise to the need to make such calculation (and the application of the net proceeds thereof), as if such incurrence (and application) occurred on the first day of the Four Quarter Period (it being understood that with respect to Indebtedness incurred under a revolving facility used primarily to finance working capital, the average daily principal amount outstanding during the Reference Period shall be deemed to be the amount incurred during the Reference Period), and (b) any Asset Sales or Asset Acquisitions (including, without limitation, any Asset Acquisition giving rise to the need to make such calculation as a result of such Person or one of its Subsidiaries (including any Person who becomes a Subsidiary as a result of the Asset Acquisition) incurring, assuming or otherwise being liable for Acquired Indebtedness) occurring during the Four Quarter Period, as if such 4 Asset Sale or Asset Acquisition occurred on the first day of the Four Quarter Period. Furthermore, in calculating "Consolidated Fixed Charges" for purposes of determining the denominator (but not the numerator) of this "Consolidated Fixed Charge Coverage Ratio," (i) interest on outstanding Indebtedness determined on a fluctuating basis as of the Transaction Date and which will continue to be so determined thereafter shall be deemed to have accrued at a fixed rate per annum equal to the rate of interest on such Indebtedness in effect on the Transaction Date; and (ii) if interest on Indebtedness actually incurred on the Transaction Date may optionally be determined at an interest rate based upon a factor of a prime or similar rate, a eurocurrency interbank offered rate, or other rates, then the interest rate in effect on the Transaction Date will be deemed to have been in effect during the Four Quarter Period. In calculating the Consolidated Fixed Charge Coverage Ratio and giving pro forma effect to the incurrence of Indebtedness during a Reference Period, pro forma effect shall be given to use of proceeds thereof to permanently repay or retire Indebtedness. If such Person or any of its Subsidiaries directly or indirectly guarantees Indebtedness of a third Person, for purposes of determining the "Consolidated Fixed Charge Coverage Ratio," effect shall be given to the incurrence of such guaranteed Indebtedness as if such Person or such Subsidiary had directly incurred or otherwise assumed such guaranteed Indebtedness. "Consolidated Fixed Charges" means, with respect to any Person for any period, the sum of, without duplication, the amounts for such period of (i) Consolidated Interest Expense, (ii) the product of (a) the aggregate amount of dividends and other distributions paid in cash during such period in respect of Disqualified Equity Interests of such Person and its Subsidiaries on a consolidated basis and (b) a fraction, the numerator of which is one and the denominator of which is one minus the then current combined federal, state and local statutory income tax rate of such Person, expressed as a decimal, (iii) one-third of Consolidated Rental Payments, [and (iv) the aggregate of all mandatory scheduled payments, prepayments and sinking fund payments with respect to principal paid or accrued by such Person in respect of Indebtedness, including payments in the nature of principal under Capitalized Leases Obligations]. "Consolidated Income Tax Expense" means, with respect to any Person for any period, the provision for federal, state, local and foreign income taxes of such Person and its Subsidiaries for each period as determined on a consolidated basis in accordance with GAAP. "Consolidated Interest Expense" means, with respect to any Person, on a consolidated basis in accordance with GAAP, for any period, the sum of, without duplication, (a) the aggregate amount of interest which, in conformity with GAAP, would be set forth opposite the caption "interest expense" or any like caption on an income statement for such Person and its Subsidiaries on a consolidated basis, (b) imputed interest included in Capitalized Lease Obligations, (c) all commissions, discounts and other fees and charges owed with respect to letters of credit and bankers' acceptance financing, (d) the net costs associated with Interest Rate Agreements, (e) amortization of other financing fees and expenses, (f) the interest portion of any deferred payment obligation, (g) amortization of discount or premium, if any, (h) all other non-cash interest expense (other than interest amortized to cost of sales), (i) the interest component of Capitalized Lease Obligations paid, accrued and/or scheduled to be paid or accrued by such Person and its Subsidiaries during such period as determined on a consolidated basis in accordance with GAAP and (j) all interest incurred or paid under any guarantee of Indebtedness (including a guarantee of principal, interest or any combination thereof) of any Person. 5 "Consolidated Net Income" means, with respect to any Person, for any period, the aggregate of the Net Income of such Person and its Subsidiaries for such period, on a consolidated basis, determined in accordance with GAAP, plus the amount of any dividends or distributions received by such Person from Unrestricted Subsidiaries; provided, however, that (a) the Net Income of any Person (the "other Person") in which the Person in question or any of its Subsidiaries has less than a 100% interest (which interest does not cause the net income of such other Person to be consolidated into the net income of the Person in question in accordance with GAAP) shall be included only to the extent of the amount of dividends or distributions paid to the Person in question or its Subsidiaries, (b) the Net Income of any Subsidiary, incorporated in a jurisdiction other than the United States, or a state or territory thereof, of the Person in question shall be included only to the extent of the amount of dividends or distributions paid to the Person in question or its Subsidiaries (c) the Net Income of any Subsidiary of the Person in question that is subject to any restriction or limitation (whether by terms of its charter, agreement or applicable law) on the payment of dividends or the making of other distributions shall be excluded to the extent such restriction or limitation would prevent such Subsidiary from being able to pay dividends or make other distributions out of its Net Income, (d)(i) the Net Income of any Person acquired in a pooling of interests transaction for any period prior to the date of such acquisition and (ii) any net gain (but not loss) resulting from an Asset Sale by the Person in question or any of its Subsidiaries other than in the ordinary course of business shall be excluded, (e) extraordinary gains and losses (including any related tax effects) shall be excluded and (f) the cumulative effect of changes in accounting principles shall be excluded. "Consolidated Net Worth" means, with respect to any Person at any date, the consolidated stockholders' equity of such Person less the amount of such stockholders' equity attributable to Disqualified Equity Interests of such Person and its Subsidiaries, as determined in accordance with GAAP. "Consolidated Non-cash Charges" means, with respect to any Person for any period, the aggregate depreciation, amortization and other non-cash expenses of such Person and its Subsidiaries reducing Consolidated Net Income of such Person and its Subsidiaries for such period, determined on a consolidated basis in accordance with GAAP (excluding any such charges constituting an extraordinary item or loss or any such charge which required an accrual of or a reserve for cash charges for any future period). "Consolidated Rental Payments" of any Person means, for any period, the aggregate rental obligations of such Person and its consolidated Subsidiaries (not including taxes, utilities, insurance, maintenance and repairs and other similar expenses that the lessee is obligated to pay under the terms of the relevant leases), determined on a consolidated basis in accordance with GAAP, payable in respect of such period (net of income from subleases thereof, not including taxes, utilities, insurance, maintenance and repairs and other similar expenses that the sublessee is obligated to pay under the terms of such sublease), whether or not such obligations are reflected as liabilities or commitments on a consolidated balance sheet of such Person and its Subsidiaries or in the notes thereto, excluding, however, in any event, (i) that portion of Consolidated Interest Expense of such Person representing payments by such Person or any of its consolidated Subsidiaries in respect of Capitalized Lease Obligations (net of payments to such Person or any of its consolidated Subsidiaries under subleases qualifying as capitalized lease subleases to the extent that such payments would be deducted in determining Consolidated Interest Expense) and (ii) the aggregate amount of amortization of obligations of such 6 Person and its consolidated Subsidiaries in respect of such Capitalized Lease Obligations for such period (net of payments to such Person or any of its consolidated Subsidiaries and subleases qualifying as capitalized lease subleases to the extent that such payments could be deducted in determining such amortization amount). "Consolidated Total Assets" of any person means the consolidated total assets of such Person and its consolidated Subsidiaries, as set forth on the most recent consolidated balance sheet of such Person and its consolidated Subsidiaries determined in accordance with GAAP. "Corporate Trust Office" means the office of the Trustee at which at any particular time its corporate trust business shall be principally administered, which office at the date of execution of this Indenture is located at [_________________]. "Credit Facility" means (i) any and all credit agreements (whether of the Company or any Subsidiary of Company) contemplated by the Commitment Letter dated as of July 13, 2001 between the Company, First Union Capital Markets and Goldman Sachs; (ii) any agreements, instruments and documents executed or delivered pursuant to or in connection with such credit agreement; and (iii) any credit agreement, loan agreement, note purchase agreement, indenture or other agreement, document or instrument refinancing, refunding or otherwise replacing the credit agreement or any other agreement deemed a Credit Facility under clause (i), (ii) or (iii) hereof, whether or not with the same agent, trustee, representative, lenders or holders, regardless of whether the Credit Facility or any portion thereof was outstanding or in effect at the time of such restatement, renewal, extension, restructuring, supplement or modification. Without limiting the generality of the foregoing, the term "Credit Facility" shall include any amendment, restatement, renewal, extension, restructuring, supplement or modification to any Credit Facility and all refundings, refinancings and replacements of any Credit Facility, including any agreement (a) extending the maturity of any Indebtedness incurred thereunder or contemplated thereby, (b) adding or deleting borrowers or guarantors thereunder, provided that the addition of such borrower or guarantor would not be prohibited by this Indenture, (c) increasing the amount for Indebtedness incurred thereunder or available to be borrowed thereunder, provided such increase is permitted to be incurred under this Indenture or (d) otherwise altering the terms and conditions thereof in a manner not prohibited by this Indenture. "Currency Agreement" means in respect of a Person any foreign exchange contract, currency swap agreement or other similar agreement designed to protect such person against fluctuations in currency values and not for the purpose of speculation. "Default" means any event that is, or after notice or passage of time of notice or both would be, an Event of Default. "Depository" means, with respect to the Senior Notes issued in the form of one or more Global Notes, The Depository Trust Company or another Person designated as Depository by the Company, which Person must be a clearing agency registered under the Exchange Act. "Designated Facility" means any nursing facility, assisted and independent living center or other asset of the Company designated as a Designated Facility pursuant to an Officers' Certificate certifying that such 7 facility had negative operating income based on the financial statements of such facility for the previous fiscal year. "Designated Noncash Consideration" means the fair market value of noncash consideration received by the Company or one of its Subsidiaries in connection with an Asset Sale, including the cancellation of any Indebtedness, that is so designated as Designated Noncash Consideration pursuant to an Officers' Certificate, setting forth the basis of such valuation, or, in the case of the cancellation of any Indebtedness, the principal amount of such cancelled Indebtedness, executed by an Officer of the Company, less the amount of cash or Temporary Cash Investments received in connection with a subsequent sale of such Designated Noncash Consideration. "Disqualified Equity Interests" means any Equity Interest which, by its terms (or by the terms of any security into which it is convertible or for which it is exchangeable at the option of the holder), or upon the happening of any event, matures or is mandatory redeemable, pursuant to a sinking fund obligation or otherwise, or is redeemable at the option of the holder thereof, in whole or in part, on or prior to the Maturity Date of the Senior Notes, for cash or securities constituting Indebtedness. Without limitation of the foregoing, Disqualified Equity Interests shall be deemed to include (i) any Preferred Equity Interests of a Subsidiary of the Company and (ii) any Preferred Equity Interests of the Company, with respect to either of which, under the terms of such Preferred Equity Interests, by agreement or otherwise, such Subsidiary or the Company is obligated to pay current dividends or distributions in cash during the period prior to the Maturity Date. "Equity Interests" means, with respect to any Person, any and all shares or other equivalents (however designated) of capital stock, partnership interests or any other participation, right or other interests in the nature of an equity interest in such Person or any option, warrant or other security convertible into or exchangeable for any of the foregoing. "Exchange Act" means the Securities Exchange Act of 1934, as amended. ["Existing Collateral" means the property or assets of the Company or its Subsidiaries that are, or after the Issue Date, subject to one or more Permitted Liens.] "Fair market value" or "fair value" means, with respect to any assets or property, the price which could be negotiated in an arm's-length free market transaction, for cash, between a willing seller and a fully informed, willing and able buyer, neither of whom is under undue pressure or compulsion to complete the transaction, all as reasonably determined by a majority of the Board of Directors acting in good faith, such determination to be evidenced by a Board Resolution delivered to the Trustee. No such determination need be supported by an appraisal or expert opinion. "GAAP" means generally accepted accounting principles consistently applied as in effect in the United States from time to time. "Global Note" means a Senior Note evidencing all or a part of the Senior Notes issued to and registered in the name of the Depository and bearing the legend prescribed in Exhibit C. "Guarantee" means, as the context may require, individually, a guarantee, or collectively, any and all guarantees, of the Obligations of the 8 Company with respect to the Senior Notes by each Guarantor pursuant to the terms of Article 11 hereof, substantially in the form set forth as part of Exhibit A. "Guarantor" means each of the Subsidiaries of the Company on the Issue Date. "Healthcare Related Business" means any business conducted by the Company and its Subsidiaries as of the Issue Date and any and all healthcare service businesses that are related thereto including all healthcare, pharmacy, long-term and specialty care, managed care, skilled nursing care, subacute care, rehabilitation programs, geriatric care, home healthcare related businesses, services or facilities, businesses which provide insurance relating to the costs of any of the foregoing and consulting and administrative services and businesses relating to any of the foregoing. "Holder" or "Noteholder" means the Person in whose name a Senior Note is registered on the Registrar's books. "incur" means, with respect to any Indebtedness or other obligation of any Person, to create, issue, incur (by conversion, exchange or otherwise), assume, guarantee or otherwise become, directly or indirectly, liable in respect of such Indebtedness or other obligation or the recording, as required pursuant to GAAP or otherwise, of any such Indebtedness or other obligation on the balance sheet of such Person (and "incurrence," "incurred," "incurable," and "incurring" shall have meanings correlative to the foregoing); provided, however, that a change in GAAP that results in an obligation of such Person that exists at such time becoming Indebtedness shall not be deemed an incurrence of such Indebtedness. Any Indebtedness or Equity Interests of a Person existing at the time such Person becomes a Subsidiary (whether by merger, consolidation, acquisition or otherwise) shall be deemed to be incurred by such Person at the time it becomes a Subsidiary. Indebtedness consisting of reimbursement obligations in respect of a letter of credit will be deemed to be incurred when the letter of credit is issued or renewed. "Indebtedness" means (without duplication), with respect to any Person, any indebtedness at any time outstanding, secured or unsecured, contingent or otherwise, which is for borrowed money (whether or not the recourse of the lender is to the whole of the assets of such Person or only to a portion thereof), or evidenced by bonds, notes, debentures or similar instruments or representing the balance deferred and unpaid of the purchase price of any property (excluding, without limitation, any balances that constitute accounts payable or trade payables, and other liabilities arising in the ordinary course of business) and shall also include, to the extent not otherwise included (i) any Capitalized Lease Obligations, (ii) obligations secured by a Lien to which the property or assets owned or held by such Person is subject, whether or not the obligation or obligations secured thereby shall have been assumed, (iii) all Indebtedness of others of the type described in the other clauses of this definition (including all dividends of other Persons) the payment of which is guaranteed, directly or indirectly, by such Person or that is otherwise its legal liability or which such Person has agreed to purchase or repurchase or in respect of which such Person has agreed contingently to supply or advance funds (whether or not such items would appear upon the balance sheet of the guarantor), (iv) all obligations for the reimbursement of any obligor on any letter of credit, banker's acceptance or similar credit transaction, (v) Disqualified Equity Interests, (vi) obligations of any such Person under any Interest Rate Agreement applicable to any of the foregoing, and (vii) Attributable Indebtedness. The amount of Indebtedness of any Person at any date 9 shall be the outstanding balance at such date of all unconditional obligations as described above and, with respect to contingent obligations, the maximum liability upon the occurrence of the contingency giving rise to the obligation, provided, however, that (i) the amount outstanding at any time of any Indebtedness issued with original issue discount is the principal amount of such Indebtedness less the remaining unamortized portion of the original issue discount of such Indebtedness at such time as determined in conformity with GAAP, and (ii) Indebtedness shall not include any liability for federal, state, local or other taxes. Notwithstanding any other provision of the foregoing definition, any trade payable arising from the purchase of goods or materials or for services obtained in the ordinary course of business shall not be deemed to be "Indebtedness" of the Company or any Subsidiaries for purposes of this definition. Furthermore, guarantees of obligations with respect to letters of credit supporting) Indebtedness otherwise included in the determination of such amount shall not also be included. "Indenture" means this Indenture as amended, restated or supplemented from time to time. "Insurance Proceeds" means any payment, proceeds or other amounts received at any time under any insurance policy as compensation in respect of a Casualty, less any and all payments made to the Trustee, the Collateral Agent, the agent of the holders of the Senior Indebtedness under the Collateral Trust Agreement and the Mortgage Indenture Trustee, provided, that, business interruption insurance proceeds shall not constitute Insurance Proceeds. "interest" when used with respect to any Senior Note, means the amount of all interest accruing on such Senior Note, including all interest accruing subsequent to the occurrence of any events specified in Sections 6.1(7) and (8) or which would have accrued but for any such event. "Interest Payment Date" means each March 15, June 15, September 15, December 15 of each year, commencing December 15, 2001. "Interest Rate Agreement" means, for any Person, any interest rate swap agreement, interest rate cap agreement, interest rate collar agreement or other similar agreement designed to protect the party indicated therein against fluctuations in interest rates. "Investments" means, directly or indirectly, any advance, account receivable (other than an account receivable arising in the ordinary course of business, including accounts receivable arising in the ordinary course of business and acquired as part of the assets acquired by the Company in connection with an acquisition of assets which is otherwise permitted by the terms of this Indenture), loan or capital contribution to (by means of transfers of property to others, payments for property or services for the account or use of others or otherwise), the purchase of any stock, bonds, notes, debentures, partnership or joint venture interests or other securities of, the acquisition, by purchase or otherwise, of all or substantially all of the business or stock or other evidence of beneficial ownership of, any Person, the guarantee or assumption of the Indebtedness of any other Person (except for an assumption of Indebtedness for which the assuming Person receives consideration with a fair market value at least equal to the principal amount of the Indebtedness assumed), the designation of a Subsidiary as an Unrestricted Subsidiary or the making of any investment in any Person and all other items that would be classified as investments on a balance sheet of such Person prepared in accordance with GAAP. Investments shall exclude extensions of trade credit on commercially reasonable terms in accordance with normal trade practices. 10 "Issue Date" means the Effective Date of the Plan of Reorganization. "Lien" means, with respect to any property or assets of any Person, any mortgage or deed of trust, pledge, hypothecation, assignment, deposit arrangement, security interest, lien, charge, easement, encumbrance, preference, priority, or other security agreement or preferential arrangement of any kind or nature whatsoever on or with respect to such property or assets (including, without limitation, any Capitalized Lease Obligation, conditional sales, or other title retention agreement having substantially the same economic effect as any of the foregoing). "Loss Event" means a Condemnation or Casualty involving an actual or constructive total loss or agreed or compromised actual or constructive total loss of all or substantially all of any Property constituting Collateral, except where the Company reasonably concludes that Restoration of such Property can be made in accordance with this Indenture and elects to do so in an Officers' Certificate delivered to the Trustee within 90 days of the relevant Condemnation or Casualty. "Maturity Date" means ___________, 200_. "Moody's" means Moody's Investors Service, Inc. and its successors. "Mortgage Indenture" means (i) the mortgage indenture dated as of ________ __, 2001 between the Company or any of its Subsidiaries and the Mortgage Indenture Trustee; (ii) any agreements, instruments and documents executed or delivered pursuant to or in connection with such mortgage indenture (including any participation agreement signed by the Trustee); and (iii) any indenture or other agreement, document or instrument refinancing, refunding or otherwise replacing the Mortgage Indenture under clause (i), (ii) or (iii) hereof, whether or not with the same agent, trustee, representative, lenders or holders, regardless of whether the Mortgage Indenture or any portion thereof was outstanding or in effect at the time of such restatement, renewal, extension, restructuring, supplement or modification. Without limiting the generality of the foregoing, the term "Mortgage Indenture" shall include any amendment, restatement, renewal, extension, restructuring, supplement or modification to any Mortgage Indenture and all refundings, refinancings and replacements of any Mortgage Indenture, including any agreement (a) extending the maturity of any Indebtedness incurred thereunder or contemplated thereby, (b) adding or deleting borrowers or guarantors thereunder, provided that the addition of such borrower or guarantor would not be prohibited by this Indenture, (c) increasing the amount for Indebtedness incurred thereunder or available to be borrowed thereunder, provided such increase is permitted to be incurred under this Indenture or (d) otherwise altering the terms and conditions thereof in a manner not prohibited by this Indenture. "Mortgage Indenture Trustee" means the party named as such in the Mortgage Indenture until a successor replaces it. "Net Income" means, with respect to any Person for any period, the net income (loss) of such Person determined in accordance with GAAP. "Net Investments" means the excess of (i) the aggregate of all Investments made by the Company or a Subsidiary thereof on or after the Issue Date (in the case of an Investment made other than in cash, the amount shall be the fair market value of such Investment) over (ii) the sum of (A) the aggregate amount returned in cash on such Investments whether through interest payments, 11 principal payments, dividends or other distributions and (B) the net cash proceeds received by the Company or such Subsidiary from the disposition of all or any portion of such Investments (other than to a Subsidiary of the Company), provided, however, that with respect to all Investments made in Unrestricted Subsidiaries the sum of clauses (A) and (B) above with to such Investments shall not exceed the aggregate amount of all Investments made in all Unrestricted Subsidiaries. "Net Proceeds" means (a) in the case of any sale of Equity Interests by the Company, the aggregate net proceeds received by the Company, less payment of expenses, commissions and the like incurred in connection therewith and any and all payments made to the Trustee, the Collateral Agent, the agent of the holders of the Senior Indebtedness under the Collateral Trust Agreement and the Mortgage Indenture Trustee, whether such proceeds are in cash or in property (valued at the fair market value thereof at the time of receipt), and (b) in the case of any exchange, exercise, conversion or surrender of outstanding securities of any kind for or into Equity Interests of the Company which are not Disqualified Equity Interests, the net book value of such outstanding securities on the date of such exchange, exercise, conversion or surrender plus any additional amount required to be paid by the holder to the Company upon such exchange, exercise, conversion or surrender (e.g., on account of fractional shares and less all expenses incurred by the Company in connection therewith). "Obligations" means, with respect to any Indebtedness, any principal, premium, interest, penalties, fees, indemnifications, reimbursements, damages and other expenses payable under the documentation governing such Indebtedness. "Officer" means, with respect to any Person, the Chief Executive Officer, the President, any Vice President, the Chief Financial Officer or the Treasurer of such Person, the Controller or the Secretary of the Company or a Guarantor, or any other officer designated by the Board of Directors of such Person, as the case may be (or, in the case of a Person that is a partnership (or other non-corporate Person), of a general partner (or analogous individuals) of such Person in such capacity). "Officers' Certificate" means, with respect to any Person, a certificate signed by the Chief Executive Officer, the President or any Vice President and the Chief Financial Officer or any Treasurer of such Person (or, in the case of a Person that is a partnership (or other non-corporate Person), of a general partner (or analogous individuals) of such Person in such capacity) that shall comply with applicable provisions of this Indenture. "Opinion of Counsel" means a written opinion from legal counsel which counsel is reasonably acceptable to the Trustee. "Permitted Indebtedness" means: (i) Indebtedness (plus interest, premium, fees and other obligations associated therewith) of the Company or any Subsidiary thereof arising under or in connection with Permitted Secured Indebtedness; (ii) Indebtedness (plus interest, premium, fees and other obligations associated therewith) of the Company or any Subsidiary thereof arising under or in connection with Senior Indebtedness; 12 (iii) Indebtedness under the Senior Notes; (iv) Additional Indebtedness of the Company, including Indebtedness incurred in connection with or arising out of Capitalized Lease Obligations in an aggregate principal amount outstanding at any time not to exceed $50 million; (v) Indebtedness of a Subsidiary issued to and held by the Company or a Subsidiary or Indebtedness of the Company to a Subsidiary in respect of intercompany advances or transactions; (vi) Indebtedness outstanding on the Issue Date; (vii) Indebtedness evidenced by letters of credit issued in the ordinary course of business to support the Company's or any Subsidiary's insurance or self-insurance obligations (including, without limitation, to secure workers' compensation and other similar insurance coverages); (viii) Indebtedness in respect of Interest Rate Agreements; provided that the notional principal amount related to such Interest Rate Agreement does not exceed the principal amount of the Indebtedness to which such Interest Rate Agreement relates; (ix) Indebtedness represented by performance bonds, warranty or contractual service obligations, standby letters of credit or appeal bonds, in each case to the extent incurred in the ordinary course of business of the Company and its Subsidiaries; (x) Refinancing Indebtedness; (xi) Any Indebtedness provided for in the Plan of Reorganization; and (xii) Indebtedness not otherwise permitted to be incurred pursuant to clauses (i) through (xi) above, which, together with any other Indebtedness incurred pursuant to this clause (xii), has an aggregate principal amount not in excess of $10 million at any time outstanding. "Permitted Investments" means, for any Person, Investments made on or after the date of this Indenture consisting of: (i) Temporary Cash Investments; (ii) (A) Investments in the Company or a Subsidiary of the Company, (B) Investments in any Person, if (1) as a result of such Investment (y) such Person becomes a Wholly-Owned Subsidiary of the Company or (z) such Person is merged, consolidated or amalgamated with or into, or transfers or conveys substantially all of its assets to, or is liquidated into, the Company or a 13 Wholly-Owned Subsidiary thereof and (2) after giving effect to such Investment the Company is in compliance with Sections 4.17 and 5.1 hereof and (C) Net Investments in any Person, provided, however, that the aggregate amount of all such Net Investments made pursuant to this clause (C) shall not exceed $10 million at any one time outstanding; (iii) Investments represented by accounts receivable created or acquired in the ordinary course of business; (iv) Advances to employees in the ordinary course of business; (v) Investments under or pursuant to Interest Rate Agreements; (vi) An investment that is made by the Company or a Subsidiary thereof in the form of any Equity Interests, Indebtedness or securities that are issued by any Person solely as partial consideration for the consummation of an Asset Sale that is otherwise permitted under Section 4.8 hereof; (vii) Investments in the Senior Notes; (viii) Investments existing on the Issue Date; (ix) Investments in connection with a Permitted Mortgage Financing; (x) Investments provided for in the Plan of Reorganization; and (xi) Investments in Permitted Joint Ventures or any Healthcare Related Business, provided that the Company is able, at the time of such Investment and immediately after giving pro forma effect thereto, to incur at least $1.00 of additional Indebtedness (other than Permitted Indebtedness) in compliance with Section 4.6. "Permitted Joint Venture" means any Person which owns, operates or services Healthcare Related Business. "Permitted Liens" means, without duplication, (i) Liens existing on the date of this Indenture, (ii) Liens in favor of the Company or any Subsidiary thereof; provided that (a) if such liens are on any Collateral as defined in the Collateral Trust Agreement, that such liens are either collaterally assigned to the Collateral Agent or the Trustee or subordinated to the lien in favor of the Trustee securing the Senior Notes and (b) if such liens are on any Collateral as defined in the Mortgage Indenture, that such liens are collaterally assigned to the Mortgage Indenture Trustee or subordinated to the lien in favor of the Trustee securing the Senior Notes, (iii) Liens on property of a Person existing at the time such Person becomes a Subsidiary of, or is acquired by, merged into or consolidated with the Company or any Subsidiary thereof, provided, however, that such Liens (a) were not created in connection with or in anticipation of such acquisition, merger or consolidation or such Person becoming a Subsidiary and (b) are not applicable to any other property of the Company or any of the other Subsidiaries of the Company, (iv) Liens for taxes, assessments or 14 governmental charges or claims that are not yet delinquent or that are being contested in good faith by appropriate proceedings promptly instituted and diligently conducted, provided, however, that any reserve or other appropriate provision as shall be required in conformity with GAAP shall have been made therefor, (v) landlords', carriers', warehousemen's, mechanics', materialmen's, repairmen's or other like Liens arising in the ordinary course of business and with respect to amounts which are not yet delinquent or are being contested in good faith by appropriate proceedings, (vi) pledges or deposits made in the ordinary course of business in connection with (a) leases, performance bonds and similar obligations, (b) workers' compensation, unemployment insurance and other social security legislation, or (c) securing the performance of surety bonds and appeal bonds required in connection with judgments that do not give rise to an Event of Default and are not paid by an unaffiliated insurance carrier pursuant to any insurance policy maintained by the Company, (vii) easements, rights-of-way, restrictions, minor defects or irregularities in title and other similar encumbrances which, in the aggregate, do not materially detract from the value of the property subject thereto or materially interfere with the ordinary conduct of the business of the Company or any Subsidiary in connection therewith, (viii) Liens to secure Purchase Money Indebtedness that is otherwise permitted under this Indenture, provided, however, that (a) any such Lien is solely for the purpose of securing Indebtedness representing, or incurred to finance, refinance or refund, the cost (including sales and excise taxes, installation and delivery charges and other direct costs of, and other direct expenses paid or charged in connection with, such a purchase or construction) of such Property, (b) the principal amount of the Indebtedness secured by such Lien does not exceed 100% of such costs, (c) the principal amount of all Purchase Money Indebtedness secured by such Liens does not exceed $100 million at any time, (d) such Lien does not extend to or cover any Property other than such item of Property and any improvements on such item and (e) such Lien is granted within 180 days of the incurrence of such Purchase Money Indebtedness, (ix) Liens securing Capitalized Lease Obligations permitted to be incurred under clause (iv) of the definition of "Permitted Indebtedness," provided, however, that such Lien does not extend to any property other than that subject to the underlying lease, (x) Liens pursuant to leases and subleases of real property which do not interfere with the ordinary conduct of the business of the Company or any of its Subsidiaries and which are made on customary and usual terms applicable to similar properties and in the case of any lease of a healthcare facility do not extend to any property of the Company or a Subsidiary other than the personal property located at such facility, (xi) Liens securing reimbursement obligations under commercial letters of credit, but only in or upon the goods the purchase of which were financed by such letters of credit, (xii) Liens securing Acquisition Indebtedness, provided that such Liens do not extend to or cover any property other than the property directly or indirectly acquired with the proceeds of such Acquisition Indebtedness and any improvements thereto (unless such Liens are otherwise Permitted Liens), (xiii) Liens securing Refinancing Indebtedness, provided, however, that such Liens extend only to the assets securing the Indebtedness being extended, refinanced, renewed or replaced, and such Indebtedness was previously secured by such asset and provided, further, the terms of such Liens are no less favorable to the holders of the Senior Notes than the Liens being extended, refinanced, renewed or replaced, (xiv) Liens securing a Permitted Mortgage Financing, (xv) Liens in favor of the Trustee, (xvi) any Lien provided for in the Plan of Reorganization, (xvii) Liens on accounts receivable or inventory of the Company or any Subsidiary; (xviii) Liens on Existing Collateral; and (xix) other Liens on assets of the Company or its Subsidiaries securing Indebtedness having an aggregate principal amount at any one time outstanding not to exceed $15 million. 15 "Permitted Mortgage Financing" means a transaction in which (i) the Company and/or certain of its Subsidiaries would transfer certain assets to one or more Unrestricted Subsidiaries, (ii) in consideration for such transfer of assets, the Company would retain, directly or indirectly, 100% of the Equity Interests in such Unrestricted Subsidiary or Subsidiaries (iii) such Unrestricted Subsidiary or Subsidiaries would use the assets contributed by the Company and/or its Subsidiaries as security for a mortgage refinancing and (iv) all net proceeds received by such Unrestricted Subsidiary or Subsidiaries in such mortgage refinancing would be dividended or otherwise transferred to the Company. "Permitted Secured Indebtedness" means any Indebtedness (plus interest, premium, fees and other obligations associated therewith), and any refinancing, refunding, replacement, renewal or extension of, under agreements evidencing any Indebtedness which is secured by assets of the Company or its Subsidiaries, provided, however, that the aggregate amount of all such Indebtedness outstanding (or committed to be advanced under the agreements to which such Indebtedness relates) at any time, other than Indebtedness outstanding on the Issue Date, shall not exceed $100 million. "Person" means any individual, corporation, partnership, limited liability company or partnership, joint venture, association, joint-stock company, trust, unincorporated organization or government (including any agency or political subdivision thereof). "Plan of Reorganization" means that certain Debtors' Plan of Reorganization, dated July 6, 2001. "Preferred Equity Interest" means any Equity Interest of a Person, however designated, which entitles the holder thereof to a preference with respect to dividends, distributions or liquidation proceeds of such Person over the holders of any other Equity Interest issued by such Person. "principal" of a debt security means the principal amount of the security plus, when appropriate, the premium, if any, on the security. "Proceeding" means a liquidation, dissolution, bankruptcy, insolvency reorganization, receivership or similar proceeding under Bankruptcy Law, an assignment for the benefit of creditors, any marshalling of assets or liabilities or winding up or dissolution, but shall not include any transaction permitted by and made in compliance with Article 5 hereof. "Property" or "property" of any Person means all types of real, personal, tangible, intangible or mixed property owned by such Person whether or not included in the most recent consolidated balance sheet of such Person and its Subsidiaries under GAAP. "Purchase Money Indebtedness" means any Indebtedness incurred in the ordinary course of business by a Person to finance the cost (including the cost of construction) of an item of Property, the principal amount of which Indebtedness does not exceed the sum of (i) 100% of such cost and (ii) reasonable fees and expenses of such Person incurred in connection therewith. "Redemption Date" when used with respect to any Senior Note to be redeemed means the date fixed for such redemption pursuant to this Indenture. 16 "Refinancing Indebtedness" means Indebtedness that refunds, refinances, renews, replaces or extends any Indebtedness of the Company or its Subsidiaries outstanding on the Issue Date or other Indebtedness permitted to be incurred by the Company or its Subsidiaries pursuant to the terms of this Indenture, whether involving the same or any other lender or creditor or group of lenders or creditors, but only to the extent that (i) the Refinancing Indebtedness is subordinated to the Senior Notes to at least the same extent as the Indebtedness being refunded, refinanced or extended, if at all, (ii) the Refinancing Indebtedness is scheduled to mature either (a) no earlier than the Indebtedness being refunded, refinanced or extended, or (b) after the maturity date of the Senior Notes, (iii) such Refinancing Indebtedness has a weighted average life to maturity at the time such Refinancing Indebtedness is incurred that is equal to or greater than the weighted average life to maturity of the Indebtedness being refunded, refinanced or extended, (iv) such Refinancing Indebtedness is in an aggregate principal amount that is less than or equal to the aggregate principal then outstanding under the Indebtedness being refunded, refinanced or extended and (v) such Refinancing Indebtedness is incurred by the same Person that initially incurred the Indebtedness being refunded, refinanced or extended, except that the Company may incur Refinancing Indebtedness to refund, refinance or extend Indebtedness of any Wholly-Owned Subsidiary of the Company. "Restoration" means the restoration of all or any portion of the Collateral in connection with any destruction or Condemnation thereof. "Restricted Payment" means any of the following: (i) the declaration or payment of any dividend or any other distribution or payment on Equity Interests of the Company or any Subsidiary thereof or any payment made to the direct or indirect holders (in their capacities as such) of Equity Interests of the Company or any Subsidiary thereof (other than (a) dividends or distributions payable solely in Equity Interests (other than Disqualified Equity Interests) or in options, warrants or other rights to purchase Equity Interests (other than Disqualified Equity Interests) or (b) in the case of Subsidiaries of the Company, dividends or distributions payable to the Company or to a Wholly-Owned Subsidiary of the Company), (ii) the purchase, redemption or other acquisition or retirement for value of any Equity Interest of the Company or any Subsidiary thereof (other than Equity Interests owned by the Company or a Wholly-Owned Subsidiary, excluding Disqualified Equity Interests), (iii) the making of any principal payment on, or the purchase, defeasance, repurchase, redemption or other acquisition or retirement for value, prior to any scheduled maturity, scheduled repayment or scheduled sinking fund payment, of any Subordinated Indebtedness, (iv) the making of any Investment or guarantee of any Investment in any Person other than a Permitted Investment. For purposes of determining the amount expended for Restricted Payments, cash distributed or invested shall be valued at the face amount thereof and property other than cash shall be valued at its fair market value. "S&P" means Standard & Poor's Ratings Group and its successors. "Sale and Lease-Back Transaction" means any arrangement with any Person providing for the leasing by the Company or any Subsidiary of the Company of any real or tangible personal Property, which Property (i) has been or is to be sold, conveyed or transferred by the Company or such Subsidiary to such Person in contemplation of such leasing and (ii) would constitute an Asset Sale if such Property had been sold in an outright sale thereof. 17 "SEC" means the United States Securities and Exchange Commission as constituted from time to time or any successor performing substantially the same functions. "Securities Act" means the Securities Act of 1933, as amended. "Senior Notes" means the Second Priority Secured Notes due 200_, being the securities that are issued under this Indenture, as amended or supplemented from time to time pursuant to this Indenture, including, without limitation, any notes issued in accordance with Section 2.2 hereof. "Senior Indebtedness" means the following obligations, whether outstanding on the Closing Date or thereafter incurred: all Indebtedness and other monetary obligations of the Company or any Subsidiary of the Company under or in respect of the Credit Facility (including obligations in respect of any lease financing facility of the Credit Facility), the Mortgage Indenture or any Interest Rate Agreement or Currency Agreement related to Indebtedness under the Credit Facility or the Mortgage Indenture, whether for principal, interest (including interest accruing after the filing of a petition by or against the Company or any Subsidiary of the Company under any state or federal Bankruptcy Laws, whether or not such interest is allowed as a claim after such filing in any proceeding under such law), fees, expenses, indemnification or otherwise. "Subordinated Indebtedness" means Indebtedness of any Person which is expressly subordinated in right of payment to any other Indebtedness of such Person. "Subsidiary" of any specified Person means any corporation, partnership, joint venture, association or other business entity, whether now existing or hereafter organized or acquired, (i) in the case of a corporation, of which more than 50% of the total voting power of the Equity Interests entitled (without regard to the occurrence of any contingency) to vote in the election of directors, officers or trustees thereof is held by such first-named Person or any of its Subsidiaries; or (ii) in the case of a partnership, joint venture, association or other business entity, with respect to which such first-named Person or any of its Subsidiaries has the power to direct or cause the direction of the management and policies of such entity by contract or otherwise or if in accordance with GAAP such entity is consolidated with the first-named Person for financial statement purposes. Notwithstanding the foregoing, an Unrestricted Subsidiary shall not be deemed a Subsidiary of the Company other than for purposes of the definition of Unrestricted Subsidiary, unless the Company shall have designated such Unrestricted Subsidiary as a "Subsidiary" by written notice to the Trustee. "TIA" means the Trust Indenture Act of 1939 (15 U.S. Code Sections 77aaa-77bbbb) as in effect on the date of this Indenture (except as provided in Section 8.3 hereof). "Temporary Cash Investments" means (i) Investments in marketable, direct obligations issued or fully guaranteed by the United States of America, or of any governmental agency or political subdivision thereof, backed by the full faith and credit of the United States and maturing within one year of the date of purchase; (ii) Investments in time deposits, certificates of deposit, bankers acceptances or commercial paper issued by a bank (or any parent company of such bank) organized under the laws of the United States of America or any State thereof or the District of Columbia, in each case having capital, surplus and undivided profits totaling more than $500 million and rated at least A by S&P and A-2 by Moody's, maturing within one year of purchase; (iii) commercial 18 paper that is rated at least A- by S&P or P-1 by Moody's, issued by a company that is incorporated under the laws of the United States or of any State and directly issues its own commercial paper, and has a remaining term to maturity of not more than one year; (iv) a repurchase agreement with (A) any commercial bank that is organized under the laws of any State or any national banking association and that has total assets of at least $500 million, or (B) any investment bank that is organized under the laws of any State and that has total assets of at least $500 million, which agreement is secured by any one or more of the securities and obligations described in clauses (i), (ii) or (iii) of this definition of Temporary Cash Investments, which shall have a market value (exclusive of accrued interest and valued at least monthly) at least equal to the principal amount of such investments; or (v) Investments in money market funds that invest substantially all of such funds' assets in the Investments described in the preceding clauses (i), (ii), (iii) and (iv). "Trust Officer" when used with respect to the Trustee, means any officer or assistant officer of the Trustee assigned to the Corporate Trust Administration department or similar department performing corporate trust work of the Trustee or any successor to such department or, in the case of a successor Trustee, any officer of such successor Trustee performing corporate trust functions similar to those performed by any of the above designated officers and also means, with respect to a particular corporate trust matter, any other officer to whom such matter is referred because of his knowledge of and familiarity with the particular subject. "Trustee" means the party named as such in this Indenture until a successor replaces it pursuant to this Indenture and thereafter means the successor. "UCC-1s" means those UCC financing statements and fixture filings filed by the Company or any Guarantor in connection with any of the Collateral Documents. "Unrestricted Subsidiary" means (i) any Subsidiary of an Unrestricted Subsidiary and (ii) any Subsidiary of the Company which shall have been designated after the Issue Date as an Unrestricted Subsidiary by a resolution adopted by the Board of Directors of the Company; provided that a Subsidiary organized or acquired after the Issue Date may be so classified as an Unrestricted Subsidiary only if such classification is in compliance with Section 4.13 hereof and an Unrestricted Subsidiary may be designated as a Subsidiary (but only if such classification is in compliance with the definition of "Subsidiary" contained in this Section 1.1). The Trustee shall be given prompt written notice by the Company of each resolution adopted by the Board of Directors of the Company under this provision, together with a copy of each such resolution adopted. "U.S. Government Obligations" means (i) securities that are direct obligations of the United States of America for the payment of which its full faith and credit are pledged or (ii) obligations of a Person controlled or supervised by and acting as an agency or instrumentality of the United States of America, the payment of which is unconditionally guaranteed as a full faith and credit obligation by the United States of America, which, in either case, are not callable or redeemable at the option of the issuer thereof, and shall also include a depository receipt issued by a bank (as defined in Section 3(a)(2) of the Securities Act) as custodian with respect to any such U.S. Government Obligation or a specific payment of principal of or interest on any such U.S. Government Obligation held by such custodian for the account of the holder of such depository receipt; provided that (except as required by law) such 19 custodian is not authorized to make any deduction from the amount payable to the holder of such depository receipt from any amount received by the custodian in respect of the U.S. Government Obligation or a specific payment of principal or interest on any such U.S. Government Obligation held by such custodian for the account of the holder of such depository receipt. "Wholly-Owned Subsidiary" means any Subsidiary all of the outstanding Equity Interests (other than directors' qualifying shares) of which are owned, directly or indirectly, by the Company. Section 1.2 OTHER DEFINITIONS. The definitions of the following terms may be found in the Sections indicated as follows: Term Defined in Section ---- ------------------ "Agent Members" 2.15 "Bankruptcy Law" 6.1 "Business Day" 12.8 "Covenant Defeasance" 9.3 "Custodian" 6.1 "Event of Default" 6.1 "Legal Defeasance" 9.2 "Legal Holiday" 12.8 "Paying Agent" 2.3 "Physical Notes" 2.1 "Registrar" 2.3 "Required Filing Date" 4.2 "transfer" 5.1 Section 1.3 INCORPORATION BY REFERENCE OF TRUST INDENTURE ACT. Whenever this Indenture refers to a provision of the TIA, the portion of such provision required to be incorporated herein in order for this Indenture to be qualified under the TIA is incorporated by reference in and made a part of this Indenture. The following TIA terms used in this Indenture have the following meanings: "Commission" means the SEC. "indenture securities" means the Senior Notes. "indenture security holder" means a Holder. "indenture to be qualified" means this Indenture. "indenture trustee" or "institutional trustee" means the Trustee. "obligor on the indenture securities" means the Company, the Guarantors or any other obligor on the Senior Notes. 20 All other terms used in this Indenture that are defined by the TIA, defined in the TIA by reference to another statute or defined by SEC rule have the meanings therein assigned to them. Section 1.4 RULES OF CONSTRUCTION. Unless the context otherwise requires: (1) a term has the meaning assigned to it herein, whether defined expressly or by reference; (2) an accounting term not otherwise defined has the meaning assigned to it in accordance with GAAP; (3) "or" is not exclusive; (4) words in the singular include the plural, and in the plural include the singular; (5) words used herein implying any gender shall apply to every gender; (6) "herein," "hereof" and other words of similar import refer to this Indenture as a whole and not to any particular Article, Section or Subdivision, unless expressly stated otherwise; and (7) provisions apply to successive events and transactions. ARTICLE 2 THE SENIOR NOTES Section 2.1 DATING; INCORPORATION OF FORM IN INDENTURE. The Senior Notes and the Trustee's certificate of authentication shall be substantially in the form of Exhibit B which is incorporated in and made part of this Indenture. The Senior Notes may have notations, legends or endorsements required by law, stock exchange rule, usage, or agreements to which the Company or any Guarantor is subject. The Company may use "CUSIP" numbers in issuing the Senior Notes. Each Senior Note shall be dated the date of its authentication. One or more permanent Global Notes issued and delivered hereunder may be in registered form, substantially in the form set forth in Exhibit B, having the legend set forth in Exhibit C, may be issued to the Depository, to the extent such Depository is the Registered Holder of the applicable Senior Notes. Otherwise, Senior Notes hereunder may be issued in the form of certificated Senior Notes in registered form in substantially the form set forth in Exhibit B (the "Physical Notes"). The terms and provisions contained in the Senior Notes and the Guarantees shall constitute, and are hereby expressly made, a part of this Indenture and the Company, the Guarantors and the Trustee, by their execution and delivery of this Indenture, expressly agree to such terms and provisions and to be bound thereby. 21 Section 2.2 EXECUTION AND AUTHENTICATION. The Senior Notes shall be executed on behalf of the Company by two Officers of the Company or an Officer and an Assistant Secretary of the Company. Such signatures may be either manual or facsimile. If an Officer whose signature is on a Senior Note no longer holds that office at the time the Trustee authenticates the Senior Note or at any time thereafter, the Senior Note shall be valid nevertheless. A Senior Note shall not be valid until the Trustee manually signs the certificate of authentication on the Senior Note. Such signature shall be conclusive evidence that the Senior Note has been authenticated under this Indenture. The Trustee or an authenticating agent shall authenticate Senior Notes for original issue in the aggregate principal amount of up to $242,605,000, subject to adjustment pursuant to Section 8.1(7). The aggregate principal amount of Senior Notes outstanding at any time may not exceed such amount except as provided in Section 2.7 hereof. The Senior Notes shall be issuable only in registered form without coupons and only in denominations of $100 and integral multiples thereof. The Trustee shall issue Senior Notes upon a Company Request. The Trustee may appoint an authenticating agent acceptable to the Company to authenticate Senior Notes. Unless limited by the terms of such appointment, an authenticating agent may authenticate Senior Notes whenever the Trustee may do so. Each reference in this Indenture to authentication by the Trustee includes authentication by such agent. Such authenticating agent shall have the same right as the Trustee in dealing with the Company or an Affiliate. Section 2.3 AGENTS. The Company shall maintain an office or agency in the Borough of Manhattan, City of New York, State of New York where Senior Notes may be presented for registration of transfer or for exchange ("Registrar") and where Senior Notes may be presented for payment ("Paying Agent") and where notices and demands to or upon the Company in respect of the Senior Notes and this Indenture may be served. The Registrar shall keep a register of the Senior Notes and of their transfer and exchange. The Company may appoint one or more co-Registrars and one or more additional Paying Agents. The Company may change any Paying Agent, Registrar or co-Registrar without notice to any Noteholder. The Company shall enter into an appropriate agency agreement with any Registrar or Paying Agent which is not a party to this Indenture. The agreement shall implement the provisions of this Indenture that relate to such Agent. The Company shall notify the Trustee of the name and address of any such Agent. If the Company fails to maintain a Registrar or Paying Agent, or agent for service of notices and demands, or fails to give the foregoing notice, the Trustee shall act as such and shall be entitled to appropriate compensation pursuant to Section 7.7. The Company initially appoints the Trustee as Registrar, Paying Agent and agent for service of notices and demands in connection with the Senior Notes. 22 Section 2.4 PAYING AGENT TO HOLD MONEY IN TRUST. On or before each due date of the principal of, premium if any, and interest on any Senior Notes, the Company shall deposit with the Paying Agent a sum sufficient to pay such principal, premium if any, and interest so becoming due. Each Paying Agent shall hold in trust for the benefit of Noteholders or the Trustee all money held by the Paying Agent for the payment of principal of or interest on the Senior Notes (whether such money has been paid to it by the Company or any other obligor on the Senior Notes), and the Company and the Paying Agent shall notify the Trustee of any default by the Company or any Guarantor (or any other obligor on the Senior Notes) in making any such payment. Money held in trust by the Paying Agent need not be segregated except as required by law and in no event shall the Paying Agent be liable for any interest on any money received by it hereunder. The Company at any time may require a Paying Agent to pay all money held by it to the Trustee, and the Trustee may at any time during the continuance of any Event of Default specified in Section 6.1(1) or (2), upon written request to a Paying Agent, require such Paying Agent to forthwith pay to the Trustee all sums so held in trust by such Paying Agent together with a complete accounting of such sums. Upon doing so, the Paying Agent shall have no further liability for the money delivered to the Trustee. Section 2.5 NOTEHOLDER LISTS. The Trustee shall preserve in as current a form as is reasonably practicable the most recent list available to it of the names and addresses of Noteholders. If the Trustee is not the Registrar, the Company shall furnish to the Trustee on or prior to the tenth Business Day before each Interest Payment Date, and at such other times as the Trustee may request in writing, a list in such form and as of such date as the Trustee may reasonably require of the names and addresses of Noteholders, including the aggregate principal amount of Senior Notes held by each such Noteholder. Section 2.6 TRANSFER AND EXCHANGE. Subject to Section 2.16, when a Senior Note is presented to the Registrar with a request to register the transfer thereof, the Registrar shall register the transfer as requested if the requirements of applicable law are met and, when Senior Notes are presented to the Registrar with a request to exchange them for an equal principal amount of Senior Notes of other authorized denominations, the Registrar shall make the exchange as requested, provided that every Senior Note presented or surrendered for registration of transfer or exchange shall be duly endorsed or be accompanied by a written instrument of transfer in form satisfactory to the Company and the Registrar duly executed by the Holder thereof or his attorney, duly authorized in writing. To permit registration of transfers and exchanges, upon surrender of any Senior Note for registration of transfer at the office or agency maintained pursuant to Section 2.3 hereof, the Company shall issue and execute and the Trustee shall authenticate Senior Notes at the Registrar's request. Any exchange or transfer shall be without any service charge to the Noteholder, except that the Company may require payment by the Noteholder of a sum sufficient to cover any tax or the governmental charge that may be imposed in relation to a transfer or exchange, but this provision shall not apply to any exchange pursuant to this Indenture. The Trustee shall not be required to register transfers of Senior Notes or to exchange Senior Notes for a period of 15 days before selection of any Senior Notes to be redeemed. The Trustee shall not be required to exchange 23 or register transfers of any Senior Notes called or being called for redemption in whole or in part, except the unredeemed portion of any Senior Note being redeemed in part. All Senior Notes issued upon any transfer or exchange pursuant to the terms of this Indenture will evidence the same debt and will be entitled to the same benefits under this Indenture as the Senior Notes surrendered upon such transfer or exchange. Any Holder of a Global Note shall, by acceptance of such Global Note, agree that transfers of the beneficial interests in such Global Note may be effected only through a book entry system maintained by the Holder of such Global Note (or its agent), and that ownership of a beneficial interest in the Global Note shall be required to be reflected in a book entry. Each Holder of a Senior Note agrees to indemnify the Company and the Trustee against any liability that may result from the transfer, exchange or assignment of such Holder's Senior Note in violation of any provision of this Indenture and/or applicable U.S. Federal or state securities law. Except as expressly provided herein, neither the Trustee nor the Registrar shall have any duty to monitor the Company's compliance with or have any responsibility with respect to the Company's compliance with any Federal or state securities laws. Section 2.7 REPLACEMENT SENIOR NOTES. If a mutilated Senior Note is surrendered to the Registrar or Trustee or if the Holder of a Senior Note presents evidence to the satisfaction of the Company and the Trustee that the Senior Note has been lost, destroyed or wrongfully taken and of the ownership thereof, the Company shall issue and the Trustee shall authenticate a replacement Senior Note if the Holder of such Senior Note furnishes to the Company and the Trustee evidence reasonably acceptable to them of the ownership and destruction, loss or theft of such Senior Note. An indemnity bond may be required by the Company or the Trustee that is sufficient in the judgment of the Company and the Trustee to protect the Company, the Trustee or any Agent from any loss which any of them may suffer if a Senior Note is replaced. The Company or the Trustee each may charge for its expenses (including reasonable attorneys' fees and expenses) in replacing a Senior Note. Every replacement Senior Note is an additional obligation of the Company. Section 2.8 OUTSTANDING SENIOR NOTES. Senior Notes outstanding at any time are all Senior Notes authenticated by the Trustee except for those cancelled by it, those delivered to it for cancellation, and those described in this Section 2.8 as not outstanding. If a Senior Note is replaced pursuant to Section 2.7, it ceases to be outstanding until the Company and the Trustee receive proof satisfactory to each of them that the replaced Senior Note is held by a bona fide purchaser in whose hands such obligation is a legal, valid and binding obligation of the Company. If a Paying Agent holds on a Redemption Date or Maturity Date money sufficient to pay the principal of, premium, if any, and all accrued interest with respect to Senior Notes payable on that date and is not prohibited from 24 paying such money to the Holders thereof pursuant to the terms of this Indenture, then on and after that date such Senior Notes shall cease to be outstanding and interest on them shall cease to accrue. Subject to Section 13.6, a Senior Note does not cease to be outstanding solely because the Company or an Affiliate holds the Senior Note. Section 2.9 TEMPORARY SENIOR NOTES. Until definitive Senior Notes are ready for delivery, the Company may prepare and the Trustee shall authenticate temporary Senior Notes. Temporary Senior Notes shall be substantially in the form, and shall carry all rights, benefits and privileges, of definitive Senior Notes but may have variations that the Company considers appropriate for temporary Senior Notes. Without unreasonable delay, the Company shall prepare and the Trustee shall authenticate definitive Senior Notes in exchange for temporary Senior Notes presented to it. Section 2.10 CANCELLATION. The Company at any time may deliver Senior Notes to the Trustee for cancellation. The Registrar and the Paying Agent shall forward to the Trustee any Senior Notes surrendered to them for transfer, exchange or payment. The Trustee shall cancel and retain or may destroy (subject to the record-retention requirements of the Exchange Act) or return to the Company, in accordance with its normal practice, all Senior Notes surrendered for transfer, exchange, payment or cancellation and if such Senior Notes are destroyed, deliver a certificate of destruction to the Company. Subject to Section 2.7 hereof, the Company may not issue new Senior Notes to replace Senior Notes in respect of which it has previously paid all principal, premium and interest accrued thereon, or delivered to the Trustee for cancellation. Section 2.11 DEFAULTED INTEREST. If the Company defaults in a payment of any interest on the Senior Notes, it shall pay the defaulted amounts, plus (to the extent permitted by law) any interest payable on defaulted amounts pursuant to Section 4.1 hereof, to the persons who are Noteholders on a subsequent special record date. The Company shall fix the special record date and payment date for payment of such defaulted amounts in a manner satisfactory to the Trustee and provide the Trustee at least 20 days notice of the proposed amount of default interest to be paid and the special payment date. At least 15 days before the special record date, the Company shall mail or cause to be mailed to each Noteholder at his address as it appears on the Senior Notes register maintained by the Registrar a notice that states the special record date, the payment date (which shall be not less than five nor more than ten days after the special record date), and the amount to be paid. In lieu of the foregoing procedures, the Company may pay defaulted interest in any other lawful manner satisfactory to the Trustee. 25 Section 2.12 DEPOSIT OF MONEYS. Prior to 10:00 a.m., New York City time, as required, on (i) each Interest Payment Date and (ii) the Maturity Date, the Company shall have deposited with the Paying Agent in immediately available funds money sufficient to make cash payments, if any, due on such Interest Payment Date or Maturity Date, as the case may be, in a timely manner which permits the Trustee to remit payment to the Holders at such times. The principal and interest on Global Notes shall be payable to the Depository or its nominee, as the case may be, as the sole registered owner and the sole holder of the Global Notes represented thereby. The principal and interest on Physical Notes shall be payable at the office of the Paying Agent. Section 2.13 CUSIP NUMBER. The Company in issuing the Senior Notes may use a "CUSIP" number (or numbers), and if so, the Trustee may use the CUSIP number(s) in notices of redemption or exchange as a convenience to Holders, provided that any such notice may state that no representation is made as to the correctness or accuracy of the CUSIP number(s) printed in the notice or on the Senior Notes, and that reliance may be placed only on the other identification numbers printed on the Senior Notes. The Company will promptly notify in writing the Trustee of any such CUSIP number used by the Company in connection with the Senior Notes and any change in such CUSIP number. Section 2.14 PAYMENTS TO HOLDERS. Notwithstanding any provisions of this Indenture and the Senior Notes to the contrary: (a) Except for any payments to be made on a Redemption Date or the Maturity Date, payments with respect to any of the Senior Notes may be made by the Paying Agent upon receipt from the Company of immediately available funds, by check mailed to the Holder, at the address shown in the registrar of the Senior Notes maintained by the Registrar pursuant to Section 2.3 hereof; or (b) At the request of a Holder of 10% or more in aggregate principal amounts of Senior Notes outstanding all payments with respect to any of the Senior Notes, may be made by the Paying Agent upon receipt from the Company of immediately available funds prior to 10:00 a.m., New York City time, directly to the Holder of such Senior Note (whether by federal funds, wire transfer or otherwise), provided, however, that no such federal funds, wire transfer or other such direct payment shall be made to any Holder under this Section 2.14(b) unless such Holder has delivered written instructions to the Trustee prior to the relevant record date for such payment requesting that such payment will be so made and designating the bank account to which such payments shall be so made and, in the case of payments of principal, surrenders the Senior Note to the Trustee in exchange for a Senior Note or Senior Notes aggregating the same principal amount as the unredeemed principal amount of the Senior Notes surrendered. The Trustee shall be entitled to rely on the last instruction delivered by the Holder pursuant to this Section 2.14(b) unless a new instruction is delivered prior to the relevant record date for a payment date. The Company will indemnify and hold the Trustee harmless against any loss, liability or expense (including attorneys' fees and expenses) resulting from any act or omission to act on the part of the Company or any such Holder in 26 connection with any such agreement or which the Paying Agent may incur as a result of making any payment in accordance with any such agreement. All payments made on a Redemption Date are subject to Section 2.8 and Article 3 hereof. No later than fifteen (15) days prior to the Maturity Date, the Trustee shall notify the Holder, at the address shown in the registrar of the Senior Notes maintained by the Registrar pursuant to Section 2.3 hereof, that the Company expects that the final installment of principal of and interest on the Senior Notes will be paid on the Maturity Date. Such notice shall specify that such final installment will be payable only upon presentation and surrender of such Senior Note and shall specify the place where such Senior Notes may be presented and surrendered for payment of such installment. Additionally, in accordance with Section 2.8, such Senior Notes shall cease to be outstanding. Section 2.15 BOOK-ENTRY PROVISIONS FOR GLOBAL NOTES. (a) The Global Notes initially shall (i) be registered in the name of the Depository or the nominee of such Depository, (ii) be delivered to the Trustee as custodian for such Depository and (iii) bear legends as set forth in Exhibit C. Members of, or participants in, the Depository ("Agent Members") shall have no rights under this Indenture with respect to any Global Note held on their behalf by Depository, or the Trustee as its custodian, or under the Global Note, and the Depository may be treated by the Company, the Trustee and any agent of the Company or the Trustee as the absolute owner of the Global Note for all purposes whatsoever. Notwithstanding the foregoing, nothing herein shall prevent the Company, the Trustee or any agent of the Company or the Trustee from giving effect to any written certification, proxy or other authorization furnished by the Depository or impair, as between the Depository and its Agent Members, the operation of customary practices governing the exercise of the rights of a Holder of any Senior Note. (b) Transfers of Global Notes shall be limited to transfer in whole, but not in part, to the Depository, its successors or their respective nominees. Interests of beneficial owners in the Global Notes may be transferred or exchanged for Physical Notes in accordance with the rules and procedures of the Depository. In addition, Physical Notes shall be transferred to all beneficial owners in exchange for their beneficial interests in Global Notes if (i) the Depository notifies the Company that it is unwilling or unable to continue as Depository for any Global Note and a successor depositary is not appointed by the Company within 90 days of such notice or (ii) an Event of Default has occurred and is continuing and the Registrar has received a written request from the Depository to issue Physical Notes. (c) In connection with any transfer or exchange of a portion of the beneficial interest in any Global Note to beneficial owners pursuant to paragraph (b), the Registrar shall (if one or more Physical Notes are to be issued) reflect on its books and records the date and a decrease in the principal amount of the Global Note in an amount equal to the principal amount of the beneficial interest in the Global Note to be transferred, and the Company shall execute, and the Trustee shall upon receipt of a written order from the Company authenticate and make available for delivery, one or more Physical Notes of like tenor and amount. 27 (d) In connection with the transfer of Global Notes as an entirety to beneficial owners pursuant to paragraph (b), the Global Notes shall be deemed to be surrendered to the Trustee for cancellation, and the Company shall execute, and the Trustee shall authenticate and deliver, to each beneficial owner identified by the Depository in writing in exchange for its beneficial interest in the Global Notes, an equal aggregate principal amount of Physical Notes of authorized denominations. (e) The Holder of any Global Note may grant proxies and otherwise authorize any person, including Agent Members and persons that may hold interests through Agent Members, to take any action which a Holder is entitled to take under this Indenture, the Senior Notes or the Guarantees. Section 2.16 RECORD DATE. The record date for purposes of determining the identity of Holders entitled to vote or consent to any action by vote or consent authorized or permitted under this Indenture shall be determined as provided in TIA Section 316(c). ARTICLE 3 REDEMPTION Section 3.1 NOTICES TO TRUSTEE. If the Company elects to redeem Senior Notes pursuant to Section 3.7 hereof, (i) at least 30 days prior to the Redemption Date in the case of a partial redemption, (ii) at least 45 days prior to the Redemption Date in the case of a total redemption or (iii) during such other period as the Trustee may agree to in writing, the Company shall notify the Trustee in writing of the Redemption Date, the principal amount of Senior Notes to be redeemed and the redemption price, and deliver to the Trustee an Officers' Certificate stating that such redemption will comply with the conditions contained in Section 3.7 hereof. Section 3.2 SELECTION BY TRUSTEE OF SENIOR NOTES TO BE REDEEMED. In the event that fewer than all of the Senior Notes are to be redeemed, the Trustee shall select the Senior Notes to be redeemed, if the Senior Notes are listed on a national securities exchange, in accordance with the rules of such exchange or, if the Senior Notes are not so listed, on either a pro rata basis or by lot, or such other method as it shall deem fair and equitable. The Trustee shall promptly notify the Company of the Senior Notes selected for redemption and, in the case of any Senior Notes selected for partial redemption, the principal amount thereof to be redeemed. The Trustee may select for redemption portions of the principal of the Senior Notes that have denominations larger than $100. Senior Notes and portions thereof the Trustee selects shall be redeemed in amounts of $100 or whole multiples of $100. For all purposes of this Indenture unless the context otherwise requires, provisions of this Indenture that apply to Senior Notes called for redemption also apply to portions of Senior Notes called for redemption. 28 Section 3.3 NOTICE OF REDEMPTION. At least 15 days, but no more than 30 days, before a Redemption Date, the Company shall mail, or cause to be mailed, a notice of redemption by first-class mail to each Holder of Senior Notes to be redeemed at his last address as the same appears on the registry books maintained by the Registrar pursuant to Section 2.3 hereof. The notice shall identify the Senior Notes to be redeemed (including the CUSIP number(s) thereof) and shall state: (1) the Redemption Date; (2) the redemption price and the amount of accrued interest, if any, to be paid (or the method by which any such amount of accrued interest to be paid is to be calculated); (3) if any Senior Note is being redeemed in part, the portion of the principal amount of such Senior Note to be redeemed and that, after the Redemption Date and upon surrender of such Senior Note, a new Senior Note or Senior Notes in principal amount equal to the unredeemed portion will be issued; (4) the name and address of the Paying Agent; (5) that Senior Notes called for redemption must be surrendered to the Paying Agent to collect the redemption price; (6) that unless the Company defaults in making the redemption payment, interest on Senior Notes called for redemption ceases to accrue on and after the Redemption Date and that the only remaining right of the Holders of such Senior Notes is to receive payment of the Senior Notes redemption price upon surrender to the Paying Agent of the Senior Notes redeemed; (7) the aggregate principal amount of Senior Notes that are being redeemed. At the Company's request, the Trustee shall give the notice of redemption in the Company's name and at the Company's expense. Section 3.4 EFFECT OF NOTICE OF REDEMPTION. Once the notice of redemption described in Section 3.3 is mailed, Senior Notes called for redemption become due and payable on the Redemption Date and at the redemption price, including any premium, plus interest accrued to the Redemption Date. Upon surrender to the Paying Agent, such Senior Notes shall be paid at the redemption price, including any premium, plus interest accrued to the Redemption Date, provided that if the Redemption Date is after a regular interest payment record date and on or prior to the Interest Payment Date, the accrued interest shall be payable to the Holder of the redeemed Senior Notes registered on the relevant record date, and provided, further, that if a Redemption Date is a Legal Holiday, payment shall be made on the next succeeding Business Day and no interest shall accrue for the period from such Redemption Date to such succeeding Business Day. 29 Sectionv 3.5 DEPOSIT OF REDEMPTION PRICE. On or prior to 10:00 A.M., New York City time, on each Redemption Date, the Company shall deposit with the Paying Agent in immediately available funds money sufficient to pay the redemption price of and accrued interest on all Senior Notes to be redeemed on that date other than Senior Notes or portions thereof called for redemption on that date which have been delivered by the Company to the Trustee for cancellation. On and after any Redemption Date, if money sufficient to pay the redemption price of and accrued interest on Senior Notes called for redemption shall have been made available in accordance with the preceding paragraph and payment thereof is not prohibited pursuant to the terms of this Indenture, the Senior Notes called for redemption will cease to accrue interest and the only right of the Holders of such Senior Notes will be to receive payment of the redemption price of and, subject to the first proviso in Section 3.4, accrued and unpaid interest on such Senior Notes to the Redemption Date. If any Senior Note called for redemption shall not be so paid, interest will be paid, from the Redemption Date until such redemption payment is made, on the unpaid principal of the Senior Note and any interest not paid on such unpaid principal, in each case, at the rate and in the manner provided in the Senior Notes. Section 3.6 SENIOR NOTES REDEEMED IN PART. Upon surrender of a Senior Note that is redeemed in part, the Trustee shall authenticate for a Holder a new Senior Note equal in principal amount to the unredeemed portion of the Senior Note surrendered. Section 3.7 OPTIONAL REDEMPTION The Company may redeem the Senior Notes, in whole or in part, at any time at a redemption price equal to 100% of the principal amount thereof, plus any accrued and unpaid interest to the Redemption Date. ARTICLE 4 COVENANTS Section 4.1 PAYMENT OF SENIOR NOTES. The Company shall pay the principal of, premium, if any, and interest on the Senior Notes from the Issue Date, or from the most recent Interest Payment Date to which interest has been paid or duly provided for, quarterly in arrears on each Interest Payment Date and in the manner provided in the Senior Notes at the rate per annum, reset quarterly, equal to 3-month LIBOR (as defined in the Senior Notes) plus 500 basis points until the principal hereof shall have become due and payable, and on any overdue principal and (without duplication and to the extent that payment of such interest is enforceable under applicable law) on any overdue installment of interest at the same rate per annum compounded quarterly. The amount of interest payable on any Interest Payment Date shall be computed on the basis of the actual number of days elapsed and a 360-day year. 30 Section 4.2 REPORTS. The Company will file with the SEC all information, documents and reports to be filed with the SEC pursuant to Section 13 or 15(d) of the Exchange Act, whether or not the Company is subject to such filing requirements, so long as the SEC will accept such filings on or prior to the respective dates (the "Required Filing Dates") by which the Company would have been or is required to so file such documents. The Company (at its own expense) shall also in any event within 15 days after each Required Filing Date (i) transmit by mail to all Holders, at their addresses appearing in the register of Senior Notes maintained by the Registrar and (ii) file with the Trustee within 15 days after the Required Filing Date, copies of the annual reports and of the information, documents and other reports (or copies of such portions of any of the foregoing as the SEC may by rules and regulations prescribe) which the Company files with the SEC pursuant to Section 13 or 15(d) of the Exchange Act or would be required to file with the SEC if it were subject to Section 13 or 15(d) of the Exchange Act. Upon qualification of this Indenture under the TIA, the Company shall comply with the provisions of TIA Section 314(a). Delivery of such reports, information and documents to the Trustee is for informational purposes only and the Trustee's receipt of such shall not constitute constructive notice of any information contained therein or determinable from information contained therein, including the Company's compliance with any of its covenants hereunder (as to which the Trustee is entitled to rely exclusively on Officers' Certificates). Section 4.3 WAIVER OF STAY, EXTENSION OR USURY LAWS. The Company and each Guarantor covenants (to the extent that it may lawfully do so) that it will not at any time insist upon, or plead (as a defense or otherwise) or in any manner whatsoever claim or take the benefit or advantage of, any stay or extension law or any usury law or other law which would prohibit or forgive the Company or such Guarantor, as the case may be, from paying all or any portion of the principal of, premium, if any, and/or interest on the Senior Notes as contemplated herein, wherever enacted, now or at any time hereafter in force, or which may affect the covenants or the performance of this Indenture; and (to the extent that it may lawfully do so) the Company and each Guarantor hereby expressly waives all benefit or advantage of any such law, and covenants that it will not hinder, delay or impede the execution of any power herein granted to the Trustee, but will suffer and permit the execution of every such power as though no such law had been enacted. Section 4.4 COMPLIANCE CERTIFICATE. (a) The Company and each Guarantor (to the extent that such Guarantor is so required under the TIA) shall deliver to the Trustee, within 120 days after the end of each fiscal year, an Officers' Certificate (one of the signers of which shall be the principal executive officer, principal financial officer or principal accounting officer of the Company or such Guarantor, as the case may be) complying with Section 314(a)(4) of the TIA stating that a review of the activities of the Company or such Guarantor, as the case may be, during such fiscal year has been made under the supervision of the signing Officers with a view to determining whether the Company or such Guarantor, as the case may be, has kept, observed, performed and fulfilled its obligations under the Collateral 31 Documents and this Indenture, and further stating, as to each such Officer signing such certificate, that to the best of his knowledge the Company or such Guarantor, as the case may be, has kept, observed, performed and fulfilled each and every covenant contained in the Collateral Documents and this Indenture and is not in default in the performance or observance of any of the terms, provisions and conditions thereof or hereof (determined without regard to any period of grace or requirement of notice provided herein), or, if a Default or Event of Default shall have occurred, describing all or such Defaults or Events of Default of which he may have knowledge and what action the Company or such Guarantor, as the case may be, is taking or proposes to take with respect thereto. (b) The Company will, so long as any of the Senior Notes are outstanding, deliver to the Trustee, forthwith upon any Officer's becoming aware of any Default or Event of Default, an Officers' Certificate specifying the nature and extent of the same in reasonable detail and what action the Company or such Guarantor, as the case may be, is taking or proposes to take with respect thereto. Section 4.5 TAXES. The Company shall pay or discharge or cause to be paid or discharged, before the same shall become delinquent, (a) all taxes, assessments and governmental charges levied or imposed upon it or its Subsidiaries' income, profits or property and (b) all lawful claims for labor, materials and supplies which, if unpaid, might by law become a Lien upon their property; provided, however, that the Company shall not be required to pay or discharge or cause to be paid or discharged any such tax, assessment, charge or claim (1) whose amount, applicability or validity is being contested in good faith by appropriate negotiations or proceedings or (2) the failure to pay or discharge would not have a material adverse effect on the Company and its Subsidiaries, taken as a whole. Section 4.6 LIMITATION ON ADDITIONAL INDEBTEDNESS. The Company will not, and will not permit any of its Subsidiaries to, directly or indirectly, incur (as defined herein) any Indebtedness (including Acquired Indebtedness) other than Permitted Indebtedness; provided, however, that the Company or its Subsidiaries may incur Indebtedness (including Acquired Indebtedness) (a) if (i) after giving effect on a pro forma basis to the incurrence of such Indebtedness and to the extent set forth in the definition of Consolidated Fixed Charge Coverage Ratio the receipt and application of the proceeds thereof, the Company's Consolidated Fixed Charge Coverage Ratio would be greater than 2.0 to 1; and (ii) no Default or Event of Default shall have occurred and be continuing at the time or as a consequence of the incurrence of such Indebtedness and (b) in connection with a Permitted Mortgage Financing. Section 4.7 LIMITATION ON RESTRICTED PAYMENTS. The Company and the Guarantors will not, and will not permit any of their Subsidiaries to, directly or indirectly, make, any Restricted Payment, unless (a) no Default or Event of Default shall have occurred and be continuing at the time of or immediately after giving effect to such Restricted Payment; (b) immediately after giving pro forma effect to such Restricted Payment, the Company could incur $1.00 of additional Indebtedness (other than Permitted Indebtedness) under Section 4.6 hereof; and (c) immediately after giving effect to such Restricted Payment, the aggregate of all Restricted Payments declared or made after the Issue Date through and including the date of such Restricted Payment (the "Base Period") does not exceed the sum of (1) 50% of the Company's Consolidated Net Income (or in the event such Consolidated Net Income shall be a deficit, minus 100% of such deficit) during the Base Period, and (2) 100% of the 32 aggregate Net Proceeds, including the fair market value of securities or other property received by the Company from the issue or sale during the Base Period, of Equity Interests (other than Disqualified Equity Interests or equity interests of the Company issued to any Subsidiary of the Company) of the Company or any Indebtedness or other securities of the Company convertible into or exercisable or exchangeable for Equity Interests (other than Disqualified Equity Interests) of the Company which has been so converted or exercised or exchanged, as the case may be. For purposes of determining under clause (c) the amount expended for Restricted Payments, cash distributed shall be valued at the face amount thereof and property other than cash will be valued at its fair market value. The provisions of this Section 4.7 shall not prohibit (i) the agreement or commitment to make any payment or distribution permitted under this Indenture or the payment or distribution so agreed or committed to be made as long as such payment or distribution is made on the date of such agreement or commitment or within 60 days thereof, provided, however, that on the date of such agreement or commitment such payment would comply with the foregoing provisions, it being understood that the agreement or commitment to make such payment or distribution shall constitute Permitted Indebtedness, (ii) the retirement of any Equity Interests of the Company or Subordinated Indebtedness of the Company by conversion into or by an exchange for Equity Interests (other than Disqualified Equity Interests), or out of the Net Proceeds of the substantially concurrent sale (other than to a Subsidiary of the Company) of other Equity Interests of the Company (other than Disqualified Equity Interests); provided that Net Proceeds of such Equity Interests so used shall not be included under clause (c)(2) above, (iii) the redemption or retirement of Subordinated Indebtedness of the Company that is subordinated to the Senior Notes in exchange for, by conversion into, or out of the Net Proceeds of, a substantially concurrent sale or incurrence of Indebtedness (other than any Indebtedness owed to a Subsidiary) of the Company that is contractually subordinated in right of payment to the Senior Notes to at least the same extent as the Subordinated Indebtedness being redeemed or retired, (iv) the retirement of any Disqualified Equity Interests by conversion into, or by exchange for, shares of Disqualified Equity Interests, or out of the Net Proceeds of the substantially concurrent sale (other than to a Subsidiary of the Company) of other Disqualified Equity Interests, (v) any Restricted Payment made in connection with the Asset Acquisition of substantially all the assets of American Pharmaceutical Services, Inc. and its Subsidiaries and Compass Pharmacy Services, Inc. and related entities, Pinnacle Pharmaceutical Services, Inc., Compass Pharmacy Services of Texas, Inc. and Compass Pharmacy Services of Maryland, Inc. (vi) the retirement of the Company's Series A Convertible Preferred Stock pursuant to the mandatory redemption provisions thereof as in effect on the Issue Date, (vii) any purchase, redemption or other acquisition of Equity Interests of a Permitted Joint Venture from a physician or healthcare provider which is required to be purchased, redeemed or otherwise acquired by applicable law, (viii) any purchase, redemption or other acquisition of Equity Interests of a Permitted Joint Venture, or (ix) the making of any payment pursuant to any guarantee of Indebtedness of a Permitted Joint Venture; provided, however, that in the case of the immediately preceding clauses (ii) and (iii), no Default or Event of Default shall have occurred and be continuing at the time of such Restricted Payment or would occur as a result thereof. In determining the aggregate amount of Restricted Payments made subsequent to the Issue Date for purposes of clause (c) above, amounts expended pursuant to clauses (i) and (ii) of the immediately preceding paragraph shall be included, but without duplication, in such calculation. 33 For purposes of calculating the Net Proceeds received by the Company from the issuance or sale of its Equity Interests either upon the conversion of, or in exchange for, Indebtedness of the Company or any Subsidiary, such amount will be deemed to be an amount equal to the difference of (a) the sum of (i) the principal amount or accreted value (whichever is less) of such Indebtedness on the date of such conversion or exchange and (ii) the additional cash consideration, if any, received by the Company upon such conversion or exchange, plus any payment on account of fractional shares, minus (b) all expenses incurred in connection with such issuance or sale. In addition, for purposes of calculating the Net Proceeds received by the Company from the issuance or sale of its Equity Interests upon the exercise of any options or warrants of the Company, such amount shall be deemed to be an amount equal to the difference of (a) the additional cash consideration, if any, received by the Company upon such exercise, minus (b) all fees, commissions, discounts and expenses incurred by the Company in connection with such issuance or sale. Section 4.8 LIMITATION ON CERTAIN ASSET SALES. (a) Neither the Company nor any of its Subsidiaries will consummate or permit, directly or indirectly, any Asset Sale, unless (i) the Company or such Subsidiary, as the case may be, receives consideration at the time of each such Asset Sale at least equal to the fair market value of the Property subject to such Asset Sale, (ii) (x) in the case of an Asset Sale of Property constituting Collateral (other than a Designated Facility), at least 50% of the consideration received by the Company or such Subsidiary is in the form of cash or Temporary Cash Investments, and (y) in the case of all other Asset Sales, at least 33% of the consideration is in the form of cash or Temporary Cash Investments (provided that in the case of an Asset Sale of a Designated Facility, there is no requirement that the consideration be in the form of cash or Temporary Cash Investments), (iii) no Default or Event of Default shall have occurred and be continuing on the date of such proposed Asset Sale or would result as a consequence of such Asset Sale and (iv) such Asset Sale will not materially adversely affect or materially impair the value of the remaining Collateral or materially interfere with the Trustee's ability to realize such value and will not materially impair the maintenance and operation of the remaining Collateral; provided that the amount of (a) any notes or other obligations received by the Company or such Subsidiary from such transferee that are converted by the Company or such Subsidiary into cash (to the extent of the cash received) within 90 days following the closing of such Asset Sale, and (b) any Designated Noncash Consideration received by the Company or any of its Subsidiaries in such Asset Sale having an aggregate fair market value, taken together with all other Designated Noncash Consideration received pursuant to this clause (b) that is at that time outstanding, not to exceed $50 million at the time of the receipt of such Designated Noncash Consideration being measured at the time received and without giving effect to subsequent changes in value shall be deemed to be cash for purposes of clause (ii) of this provision. (b) With respect to any Asset Sale Proceeds in the form of cash or Temporary Cash Investments (including cash collected on any notes), Insurance Proceeds or Condemnation Proceeds related to Collateral (the "Collateral Proceeds Amount"), the Company shall (i) first, to the extent the Company elects (or is required by the terms of any Indebtedness), prepay, repay, redeem or purchase Senior Indebtedness of the Company or Senior Indebtedness of a Wholly Owned Subsidiary (in each case other than Indebtedness owed to the Company or an Affiliate of the Company) within 365 days from the later of the date of such Asset Sale or the receipt of such Collateral Proceeds Amount, (ii) second, to the extent the Company elects, apply the Collateral Proceeds to acquire Property 34 (provided that, in the case of an Asset Sale of Property constituting Collateral under the Collateral Trust Agreement, the Company shall cause such Property to become Collateral under the Collateral Trust Agreement and in the case of an Asset Sale of Property constituting Collateral under the Mortgage Indenture, the Company shall cause such Property to become Collateral under the Mortgage Indenture, in each case, as and when received by the Company or by any of its Subsidiaries), that is useful in any business in which the Company is permitted to be engaged within 365 days from the later of the date of such Asset Sale or the receipt of such Collateral Proceeds Amount and (iii) third, make an offer (a "Collateral Proceeds Offer") for up to a maximum principal amount (expressed as an integral multiple of $100) of Senior Notes equal to the Collateral Proceeds Amount to the extent of the balance of such Collateral Proceeds Amount after application in accordance with clauses (i) and (ii) at a purchase price equal to 100% of the principal amount thereof plus accrued and unpaid interest thereon, if any, to the date of purchase in accordance with the procedures set forth in this Indenture. To the extent that the aggregate amount of Senior Notes tendered pursuant to such Collateral Proceeds Offer is less than the amount of Collateral Proceeds, the Company may use such portion of the Collateral Proceeds that is not used to purchase Senior Notes tendered for general corporate purposes not inconsistent with the Senior Notes or this Indenture. If the aggregate principal amount of the Senior Notes tendered pursuant to such Collateral Proceeds Offer is more than the amount of the Collateral Proceeds, the Senior Notes tendered will be repurchased on a pro rata basis or by such other method as the Trustee shall deem fair and appropriate. Upon the completion of any Collateral Proceeds Offer and the closing of any repurchase of Senior Notes tendered pursuant to such Collateral Proceeds Offer, the amount of Collateral Proceeds Amount shall be deemed to be zero. All Asset Sale Proceeds from Asset Sales of Property constituting Collateral, Insurance Proceeds and Condemnation Proceeds from Loss Events and non-cash consideration from Asset Sales of Property constituting Collateral, including all Collateral Proceeds Amounts, shall be (i) subject to the perfected second priority Lien in favor of the Trustee subject to Liens permitted under the Collateral Documents in respect of the relevant item of Collateral, and (ii) held in trust for the benefit of the holders of the Senior Notes and the Trustee. If the Company is required to make a Collateral Proceeds Offer, the Company shall mail, within 30 days following the date on which the Company receives any Collateral Proceeds Amounts, notice to the holders of the Senior Notes stating, among other things: (1) that such holders have the right to require the Company to apply the Collateral Proceeds Amount to repurchase such Senior Notes at a purchase price in cash equal to 100% of the principal amount thereof plus accrued and unpaid interest, if any, to the date of purchase; (2) the purchase date, which shall be no earlier than 30 days and not later than 60 days from the date such notice is mailed; (3) the instructions, determined by the Company, that each holder of Senior Notes must follow in order to have such Senior Notes repurchased; and (4) the calculations used in determining the amount of Collateral Proceeds Amount to be applied to the repurchase of such Senior Notes. In the event of the transfer of substantially all (but not all) of the assets of the Company or any Subsidiary of the Company or substantially all (but not all) of the assets of any division or line of business of the Company or any Subsidiary of the Company as an entirety to a Person in a transaction or series of related transactions permitted under Section 5.1 hereof, the successor corporation shall be deemed to have sold the assets of the Company, the Subsidiary or the division or line of business, as the case may be, not so transferred for purposes of this covenant, and shall comply with the provisions 35 of this covenant with respect to such deemed sale as if it were an Asset Sale. In addition, the fair market value of such assets of the Company, the Subsidiary or the division or line of business, as the case may be, deemed to be sold shall be deemed to be Asset Sale Proceeds for purposes of this covenant. The provisions of this Section 4.8 shall not prohibit the application by the Company of all, or substantially all, proceeds arising from Specified Transactions (as defined in the Certificate of Designations for the Series A Convertible Preferred Stock as in effect on the Issue Date) for the retirement of the Company's Series A Convertible Preferred Stock pursuant to the mandatory redemption provisions thereof as in effect on the Issue Date. Section 4.9 LIMITATION ON TRANSACTIONS WITH AFFILIATES. (a) The Company will not, and will not permit any of its Subsidiaries to, directly or indirectly, enter into or suffer to exist any transaction or series of related transactions (including, without limitation, the sale, purchase, exchange or lease of assets, property or services) with any Affiliate of the Company (including any Affiliate in which the Company or any Subsidiary thereof owns a minority interest) or holder of 10% or more of the Company's Equity Interests (each such transaction, an "Affiliate Transaction") or extend, renew, waive or otherwise modify the terms of any Affiliate Transaction entered into prior to the Issue Date unless (i) such Affiliate Transaction is solely between or among the Company and its Wholly-Owned Subsidiaries; (ii) such Affiliate Transaction is solely between or among Wholly-Owned Subsidiaries of the Company; (iii) such Affiliate Transaction is for reasonable fees and compensation paid to, and indemnity provided on behalf of, officers, directors, employees or consultants of the Company or any Subsidiary thereof as reasonably determined in good faith by the Board of Directors (when required as described below) or senior management of the Company or of such Subsidiary having no interest in such Affiliate Transaction; or (iv) the terms of such Affiliate Transaction are fair and reasonable to the Company or such Subsidiary, as the case may be, and the terms of such Affiliate Transaction are at least as favorable as the terms which could be obtained by the Company or such Subsidiary, as the case may be, in a comparable transaction made on an arm's-length basis between unaffiliated parties. In any Affiliate Transaction involving an amount or having a value in excess of $5 million in any one year which is not permitted under clause (i) or (ii) above, the Company or such Subsidiary, as the case may be, must obtain a resolution of an independent committee of its Board of Directors certifying that such Affiliate Transaction complies with clause (iii) or (iv) above, as the case may be. (b) The foregoing provisions will not apply to (i) the payment of reasonable annual compensation to directors or executive officers of the Company, (ii) the purchase in the ordinary course of business of, supplies, services and the like from the Company or any Subsidiary; and (iii) the continued performance of transactions with Affiliates disclosed in the Plan of Reorganization. The provisions of this Section 4.9 shall not prohibit the application by the Company of all, or substantially all, proceeds arising from Specified Transactions (as defined in the Certificate of Designations for the Series A Convertible Preferred Stock as in effect on the Issue Date) for the retirement of the Company's Series A Convertible Preferred Stock pursuant to the mandatory redemption provisions thereof as in effect on the Issue Date. 36 Section 4.10 LIMITATIONS ON LIENS. The Company will not, and will not permit any of its Subsidiaries to, create, incur or otherwise cause or suffer to exist or become effective any Liens of any kind (other than Permitted Liens) upon any property or asset of the Company or any Subsidiary or any shares of stock or debt of any Subsidiary which owns property or assets, now owned or hereafter acquired, or any income or profits therefrom, unless (i) if such Lien secures Indebtedness which is pari passu with the Senior Notes, then the Senior Notes are secured on an equal and ratable basis with the obligations so secured until such time as such obligations are no longer secured by a Lien or (ii) if such Lien secures Subordinated Indebtedness, any such Lien shall be subordinated to a Lien on such property or asset or shares of stock or debt granted to the Holders of the Senior Notes to the same extent as such Subordinated Indebtedness is subordinated to the Senior Notes. Section 4.11 LIMITATIONS ON INVESTMENTS. The Company will not, and will not permit any of its Subsidiaries to, make any Investment other than (i) a Permitted Investment or (ii) an Investment that is made as a Restricted Payment in compliance with Section 4.7 hereof. Section 4.12 LIMITATION ON CREATION OF SUBSIDIARIES. The Company shall not create or acquire, nor permit any of its Subsidiaries to create or acquire, any Subsidiary other than (i) an Unrestricted Subsidiary, or (ii) a Subsidiary that, at the time it has either assets or shareholders' equity in excess of $10,000, executes a Guarantee in the form included as part of Exhibit A to this Indenture and reasonably satisfactory in form and substance to the Trustee (and with documentation relating thereto as the Trustee shall require, including, without limitation, a supplement or amendment to this Indenture and an Opinion of Counsel as to the enforceability of such Guarantee); provided that such Subsidiary shall not be required to execute such a Guarantee if such Subsidiary is prohibited by law or by the terms of any agreement from making such a Guarantee, such Subsidiary would have been released from its guarantee by virtue of events set forth in Section 11.4 hereof, or such Subsidiary is a Subsidiary of a Person which has been released as a guarantor pursuant to Section 11.4 hereof. Section 4.13 LIMITATION ON SUBSIDIARIES AND UNRESTRICTED SUBSIDIARIES. (a) The Company may by written notice to the Trustee designate any Subsidiary (including a newly acquired or newly formed Subsidiary (including any such Subsidiary formed in connection with a Permitted Mortgage Financing)) to be an Unrestricted Subsidiary, provided, however, that other than with respect to a Subsidiary formed in connection with a Permitted Mortgage Financing (i) no Default or Event of Default shall have occurred and be continuing or would arise therefrom, (ii) such designation is at that time permitted under Section 4.7 hereof and (iii) immediately after giving effect to such designation, the Company could incur $1.00 of additional Indebtedness (other than Permitted Indebtedness) pursuant to Section 4.6 hereof: (i) an "Investment" shall be deemed to have been made at the time any Subsidiary is designated as an Unrestricted Subsidiary in an amount (proportionate to the Company's percentage Equity Interest in such Subsidiary) equal to the net worth of such Subsidiary at the time that such Subsidiary is designated as an Unrestricted Subsidiary; 37 (ii) at any date the aggregate of all Restricted Payments made as Investments since the Issue Date shall exclude and be reduced by an amount (proportionate to the Company's percentage Equity Interest in such Subsidiary) equal to the net worth of any Unrestricted Subsidiary at the time that such Unrestricted Subsidiary is designated a Subsidiary, not to exceed, in the case of any such redesignation of an Unrestricted Subsidiary as a Subsidiary, the amount of Investments previously made by the Company and its Subsidiaries in such Unrestricted Subsidiary (for purposes of clauses (a)(i) and (a)(ii) hereof, "net worth" shall be calculated based upon the fair market value of the assets of such Subsidiary as of any such date of designation); and (iii) any property transferred to or from an Unrestricted Subsidiary shall be valued at its fair market value at the time of such transfer. (b) Notwithstanding clause (a) above, the Board of Directors of the Company may not designate any Subsidiary of the Company to be an Unrestricted Subsidiary if, after such designation: (i) the Company or any Subsidiary provides credit support for, or a guarantee of, any Indebtedness or other obligation (contingent or otherwise) of such Subsidiary (including any understanding, agreement or instrument evidencing such Indebtedness or obligation) or is otherwise subject to recourse or obligated thereunder or therefor, unless such credit support or guarantee is permitted by the terms of this Indenture; (ii) a default with respect to any Indebtedness of such Subsidiary (including any right which the holders thereof may have to take enforcement action against such Subsidiary) would permit (upon notice, lapse of time or both) any holder of any other Indebtedness of the Company or any Subsidiary of the Company to declare a default on such other Indebtedness or cause the payment thereof to be accelerated or payable prior to its final scheduled maturity; (iii) such Subsidiary owns any Equity Interests in, or owns or holds any Lien on any property of, any Subsidiary which is not a Subsidiary of the Subsidiary to be so designated; (iv) such Subsidiary has any contract, arrangement, agreement or understanding with the Company, or any Subsidiary of the Company, whether written or oral, other than a transaction having terms no less favorable to the Company or such Subsidiary of the Company than those which might be obtained at the time from persons who are not Affiliates of the Company; or (v) the Company or any Subsidiary of the Company has any obligation to subscribe for any Equity Interest in such Subsidiary or to maintain or preserve such Subsidiary's financial condition or to cause such Subsidiary to achieve specified levels of operating results, unless such obligation is permitted by the terms of this Indenture. Section 4.14 LIMITATION ON DIVIDENDS AND OTHER PAYMENT RESTRICTIONS AFFECTING SUBSIDIARIES. The Company will not, and will not permit any of its Subsidiaries to, directly or indirectly, create or otherwise cause or suffer to exist or become effective any consensual encumbrance or restriction of any kind on the ability 38 of any of its Subsidiaries to (a) pay dividends or make any other distributions in cash or otherwise on its Equity Interests to the Company or any Subsidiary, (b) pay any Indebtedness owed to the Company or any Subsidiary, (c) make loans or advances to the Company or any Subsidiary thereof, (d) transfer any of its properties or assets to the Company or any Subsidiary thereof (other than customary restrictions on transfer of property subject to a Permitted Lien under the term of the agreements creating such Permitted Lien (other than a Lien on cash not constituting proceeds of non-cash property subject to a Permitted Lien) which would not materially adversely affect the Company's ability to satisfy its obligations under the Senior Notes), or (e) guarantee any Indebtedness of the Company or any Subsidiary of the Company, except, in each case, for such encumbrances or restrictions existing under or contemplated by reason of (i) the Senior Notes or this Indenture, (ii) any restrictions existing under or contemplated by agreements evidencing any Senior Indebtedness or Permitted Secured Indebtedness, (iii) any restrictions which are in existence on the Issue Date or which exist with respect to a Person that becomes a Subsidiary on or after the Issue Date, which are in existence at the time such Person becomes a Subsidiary of the Company (but not created in connection with or contemplation of such Person becoming a Subsidiary of the Company and which encumbrance or restriction is not applicable to any Person or the property or assets of any Person other than such Person or the property or assets of such Person so acquired) and any agreement that refinances or replaces the same, provided, however, that the terms and conditions of any such restrictions are not materially less favorable in the aggregate to the holders of the Senior Notes than those under or pursuant to the agreement being replaced or the agreement evidencing the Indebtedness refinanced or replaced (iv) customary non-assignment provisions in any contract or licensing agreement entered into by the Company or any Subsidiary of the Company in the ordinary course of business or in any lease governing any leasehold interest of the Company or a Subsidiary, (v) any restrictions existing under or contemplated by agreements evidencing any Purchase Money Obligations that impose restrictions on the ability of any of the Company or its Subsidiaries to transfer the property so acquired to the Company or its Subsidiaries, (vi) any restrictions existing under or contemplated by agreements evidencing any Refinancing Indebtedness, providing that the restrictions contained in the agreements governing such Refinancing Indebtedness are no more restrictive in whole than those contained in the agreements governing the Indebtedness being refinanced and (vii) any matter provided for in the Plan of Reorganization. Section 4.15 RESTRICTION ON SALE AND ISSUANCE OF SUBSIDIARY EQUITY INTEREST. The Company and its Subsidiaries will not issue or sell, and will not permit any other Subsidiaries to issue or sell, any Equity Interests of any Subsidiary to any person other than the Company or a Wholly-Owned Subsidiary of the Company, except for Common Equity Interests with no preferences or special rights or privileges and with no redemption or prepayment provisions. Section 4.16 LIMITATION ON SALE AND LEASE-BACK TRANSACTIONS. The Company will not, and will not permit any of its Subsidiaries to, enter into any Sale and Lease-Back Transaction (other than a Permitted Mortgage Financing) unless (i) the consideration received in such Sale and Lease-Back Transaction is at least equal to the fair market value of the property sold and (ii) immediately prior to and after giving effect to the Attributable 39 Indebtedness in respect of such Sale and Lease-Back Transaction, the Company could incur at least $1.00 of additional Indebtedness (other than Permitted Indebtedness) in compliance with Section 4.6 hereof. Section 4.17 LINE OF BUSINESS. The Company will not, and will not permit any of its Subsidiaries to, engage in any business other than any Healthcare Related Business or any other business determined by the Company's Board of Directors, in good faith, to be reasonably related to the foregoing. Section 4.18 LIMITATION ON STATUS AS INVESTMENT COMPANY. Neither the Company nor any of its Subsidiaries will take any action or suffer to exist any condition that would require the Company or any of its Subsidiaries to register as an "investment company" (as that term is defined in the Investment Company Act of 1940, as amended), or otherwise become subject to regulation as an investment company. Section 4.19 CORPORATE EXISTENCE. Subject to Article 5 hereof, the Company shall do or cause to be done all things necessary to preserve and keep in full force and effect its corporate existence, and the corporate, partnership or other existence of each Subsidiary, in accordance with the respective organizational documents (as the same may be amended from time to time) of each Subsidiary and the rights (charter and statutory), licenses and franchises of the Company and its Subsidiaries; provided, however, that the Company shall not be required to preserve any such right, license or franchise, or the corporate, partnership or other existence of any of its Subsidiaries, if the Board of Directors shall determine that the preservation thereof is no longer desirable in the conduct of the business of the Company and its Subsidiaries, taken as a whole. Section 4.20 MAINTENANCE OF OFFICE OR AGENCY. The Company shall maintain in the Borough of Manhattan, the City of New York an office or agency where Senior Notes may be surrendered for registration of transfer or exchange or for presentation for payment and where notices and demands to or upon the Company in respect of the Senior Notes and this Indenture may be served. The Company shall give prompt written notice to the Trustee of the location, and any change in the location, of such office or agency. If at any time the Company shall fail to maintain any such required office or agency or shall fail to furnish the Trustee with the address thereof, such presentations, surrenders, notices and demands may be made or served at the address of the Trustee as set forth in Section 12.2. The Company may also from time to time designate one or more other offices or agencies where the Senior Notes may be presented or surrendered for any or all such purposes and may from time to time rescind such designations. The Company shall give prompt written notice to the Trustee of such designation or rescission and of any change in the location of any such other office or agency; provided, however, that no such designation or rescission shall relieve the Company of its obligation to maintain an office or agency in the Borough of Manhattan, the City of New York for such purposes. 40 The Company initially appoints the Trustee as Registrar, Paying Agent and Agent for service of notices and demands in connection with the Senior Notes and this Indenture. Section 4.21 MAINTENANCE OF INSURANCE; BOOKS AND RECORDS; COMPLIANCE WITH LAWS. (a) The Company and each of its Subsidiaries shall provide or cause to be provided, for itself and each of their respective Subsidiaries, insurance (including appropriate self-insurance) that is adequate and appropriate for the conduct of the business of the Company and such Subsidiaries in a prudent manner, with reputable insurers or with the government of the United States of America or an agency or instrumentality thereof, in such amounts, with such deductibles, and by such methods as shall be customary for businesses similarly situated in the industry. (b) The Company shall and shall cause each of its subsidiaries to keep proper books of record and account, in which full and correct entries shall be made of all financial transactions and the assets and business of the Company and each Subsidiary of the Company, in accordance with GAAP consistently applied to the Company and its Subsidiaries taken as a whole. (c) The Company shall and shall cause each of its Subsidiaries to comply with all statutes, laws, ordinances, or government rules and regulations to which they are subject, non-compliance with which would materially adversely affect the business, prospects, earnings, properties, assets or condition (financial or otherwise) of the Company and its Subsidiaries taken as a whole. Section 4.22 FURTHER ASSURANCES TO THE TRUSTEE. The Company shall (and shall cause each of its Subsidiaries to do) execute, acknowledge, deliver, record, re-record, file, re-file, register and re-register, any and all such further acts, deeds, conveyances, security agreements, mortgages, assignments, estoppel certificates, financing statements and continuations thereof, termination statements, notices of assignment, transfers, certificates, assurances and other instruments as may be required from time to time in order (i) to carry out more effectively the purposes of the Collateral Documents, (ii) to subject to the Liens created by any of the Collateral Documents any of the properties, rights or interest required to be encumbered thereby, (iii) to perfect and maintain the validity, effectiveness and priority of any of the Collateral Documents and the Liens intended to be created thereby, and (iv) to better assure, convey, grant, assign, transfer, preserve, protect and confirm to the Trustee any of the rights granted or now or hereafter intended by the parties thereto to be granted to the Trustee or under any other instrument executed in connection therewith or granted to the Company under the Collateral Documents or under any other instrument executed in connection therewith. Section 4.23 COLLATERAL DOCUMENTS. None of the Company or any of its Subsidiaries will amend, waive or modify, or take or refrain from taking any action that has the effect of amending, waiving or modifying, any provision of the Collateral Documents or engaging in any transfer of assets from a company whose capital stock and assets constitute Collateral or any restructuring of the affairs of such a company and its subsidiaries to the extent that such amendment, waiver, modification, action or restructuring could have an adverse effect on the rights of the Trustee or the Holders, provided, that (i) the Collateral may be released or modified in an 41 Asset Sale as expressly authorized in this Indenture or in the Collateral Documents; (ii) any Guarantee and pledges may be released in an Asset Sale as expressly provided in this Indenture or in the Collateral Documents; and (iii) this Indenture and any of the Collateral Documents may be otherwise amended, waived or modified as set forth under Article 9 hereof. ARTICLE 5 SUCCESSOR CORPORATION 5.1 MERGER, CONSOLIDATION OR SALE OF ASSETS. (a) The Company will not consolidate with, merge with or into, or sell, assign, lease, convey, transfer or otherwise dispose of (a "transfer") all or substantially all of its assets (as an entirety or substantially as an entirety in one transaction or a series of related transactions), to any Person unless: (i) the Company shall be the continuing Person, or the Person (if other than the Company) formed by such consolidation or into which the Company is merged or to which the properties and assets of the Company are transferred shall be a corporation organized and existing under the laws of the United States or any State thereof or the District of Columbia and shall expressly assume, by a supplemental indenture, executed and delivered to the Trustee, in form satisfactory to the Trustee, all of the obligations of the Company under the Senior Notes, this Indenture and the Collateral Documents, and the obligations under this Indenture shall remain in full force and effect; and (ii) immediately before and immediately after giving effect to such transaction, no Default or Event of Default shall have occurred and be continuing; and (iii) immediately after giving effect to such transaction on a pro forma basis the Company or such Person could incur at least $1.00 additional Indebtedness (other than Permitted Indebtedness) pursuant to Section 4.6 hereof; and (iv) immediately thereafter, the Company or the other surviving entity, as the case may be, shall have a Consolidated Net Worth equal to or greater than the Consolidated Net Worth of the Company immediately prior to such transaction. (b) In connection with any consolidation, merger or transfer of assets contemplated by this Section 5.1, the Company shall deliver or cause to be delivered, to the Trustee, in form and substance reasonably satisfactory to the Trustee, an Officers' Certificate and an Opinion of Counsel, each stating that such consolidation, merger or transfer and the supplemental indenture in respect thereto comply with this Section 5.1 and that all conditions precedent herein provided for relating to such transaction or transactions have been complied with. (c) This Section 5.1 shall not apply to the sale of the stock or assets of the Company or any Subsidiary of the Company in accordance with Section 4.8 hereof. Section 5.2 SUCCESSOR PERSON SUBSTITUTED. Upon any consolidation or merger, or any transfer of all or substantially all of the assets of the Company or any Subsidiary in accordance with Section 5.1 above, the successor corporation formed by such consolidation or into which the Company or any Subsidiary is merged or to which such transfer is made shall succeed to, and be substituted for, and may exercise every right and power of, the Company or such Subsidiary under this Indenture with the same effect as if such successor corporation had been named as the Company or such 42 Subsidiary herein, and thereafter the predecessor corporation shall be relieved of all obligations and covenants under this Indenture and the Senior Notes, except, in the case of a transfer, for the obligation to pay the principal of, and interest on, the Senior Notes. ARTICLE 6 DEFAULTS AND REMEDIES Section 6.1 EVENTS OF DEFAULT. An "Event of Default" occurs if: (1) there is a default in the payment of any principal of, or premium, if any, on the Senior Notes when the same becomes due and payable; (2) default for 30 days in the payment of any interest on the Senior Notes after such interest becomes due and payable; (3) the Company or any Guarantor fails to comply with any of the terms or provisions of Section 5.1 hereof; (4) the Company or any Guarantor defaults in the observance or performance of any other provision, covenant or agreement contained in the Senior Notes, this Indenture or the Collateral Documents for 30 days after written notice from the Trustee or the holders of not less than 25% in aggregate principal amount of the Senior Notes then outstanding; (5) there is a failure to pay when due principal, interest or premium in an aggregate amount of $10 million or more with respect to any Indebtedness of the Company or any Subsidiary thereof, or the acceleration prior to its express maturity of any such Indebtedness aggregating $10 million or more; (6) a court of competent jurisdiction renders a final judgment or judgments which can no longer be appealed for the payment of money in excess of $10 million (which are not paid or covered by third party insurance by financially sound insurers) against the Company or any Subsidiary thereof and such judgment remains undischarged for a period of 60 consecutive days during which a stay of enforcement of such judgment shall not be in effect; (7) the Company or any Subsidiary pursuant to or within the meaning of any Bankruptcy Law; other than the Plan of Reorganization and the proceedings related thereto: (A) commences a voluntary case or proceeding, (B) consents to the entry of an order for relief against it in an involuntary case or proceeding, (C) consents to the appointment of a Custodian of it or for all or substantially all of its property, 43 (D) makes a general assignment for the benefit of its creditors or shall admit in writing its inability to pay its debt, or (E) generally is not paying its debts as they become due; (8) a court of competent jurisdiction enters an order or decree under any Bankruptcy Law that: (A) is for relief against the Company or any Subsidiary in an involuntary case or proceeding, (B) appoints a Custodian of the Company or any Subsidiary or for all or substantially all of the property of the Company or any Subsidiary, or (C) orders the liquidation of the Company or any Subsidiary, and, in each case, the order or decree remains unstayed and in effect for 60 consecutive days. The term "Bankruptcy law" means Title 11, U.S. Code or any similar Federal or state law for the relief of debtors as in effect from time to time. The term "Custodian" means any receiver, trustee, assignee, liquidator or similar official under any Bankruptcy Law. (9) At any time after the execution and delivery thereof, (i) any Guarantee for any reason, other than the satisfaction in full of all Obligations, shall cease to be in full force and effect (other than in accordance with its terms) or shall be declared to be null and void, or (ii) a material Collateral Document shall cease to be in full force and effect (other than by reason of a release of Collateral thereunder in accordance with the terms hereof or thereof, the satisfaction in full of the Obligations or any other termination of such Collateral Document in accordance with their terms hereof or thereof) or shall be declared null and void, or the Trustee, the Collateral Agent or the Mortgage Indenture Trustee shall not have or shall cease to have a valid and perfected second priority Lien on any Collateral purported to be covered thereby having a fair market value, individually or in the aggregate, exceeding $2,500,000, in each case for any reason other than the failure of the Trustee, the Collateral Agent or the Mortgage Indenture Trustee to take any action within its control. (10) Holders of Senior Indebtedness holding a Lien on the stock or assets of the Company take any judicial action to enforce such Lien. Subject to the provisions of Sections 7.1 and 7.2, the Trustee shall not be charged with knowledge of any Default or Event of Default unless written notice thereof shall have been given to a Trust Officer at the Corporate Trust Office by the Company or any other Person. Section 6.2 ACCELERATION. If an Event of Default (other than an Event of Default arising under Section 6.1(7) or (8) occurs and is continuing, the Trustee by notice to the Company or the Holders of not less than 25% in aggregate principal amount of the Senior Notes then outstanding by written notice to the Company and the Trustee may declare to be immediately due and payable the entire principal amount of all 44 the Senior Notes then outstanding plus premium, if any, and accrued interest to the date of acceleration; provided, however, that after such acceleration but before a judgment or decree based on such acceleration is obtained by the Trustee, the Holders of 51% in aggregate principal amount of the outstanding Senior Notes may rescind and annul such acceleration if all existing Events of Default, other than nonpayment of accelerated principal, premium, if any, or interest, have been cured or waived as provided in this Indenture and if the rescission would not conflict with any judgment or decree. No such rescission shall affect any subsequent Default or impair any right consequent thereto. In case an Event of Default specified in Section 6.1(7) or (8) occurs, the principal, premium, if any, and interest amount with respect to all of the Senior Notes shall ipso facto become and be immediately due and payable without any declaration or other act on the part of the Trustee or the Holders of the Senior Notes. Section 6.3 OTHER REMEDIES. If an Event of Default occurs and is continuing, the Trustee may pursue any available remedy by proceeding at law or in equity to collect the payment of principal of, or premium, if any, and interest on the Senior Notes or to enforce the performance of any provision of the Senior Notes or this Indenture and may take any necessary action requested of it as Trustee to settle, compromise, adjust or otherwise conclude any proceedings to which it is a party. The Trustee may maintain a proceeding even if it does not possess any of the Senior Notes or does not produce any of them in the proceeding. A delay or omission by the Trustee or any Noteholder in exercising any right or remedy accruing upon an Event of Default shall not impair the right or remedy or constitute a waiver of or acquiescence in the Event of Default. No remedy is exclusive of any other remedy. All available remedies are cumulative to the extent permitted by law. Section 6.4 WAIVER OF DEFAULTS AND EVENTS OF DEFAULT. Subject to Sections 6.2, 6.7 and 8.2 hereof, the Holders of a majority in principal amount of the Senior Notes then outstanding have the right to waive any existing or future Default or Event of Default or compliance with any provision of this Indenture or the Senior Notes. Upon any such waiver, such Default shall cease to exist, and any Event of Default arising therefrom shall be deemed to have been cured for every purpose of this Indenture; but no such waiver shall extend to any subsequent or other Default or Event of Default or impair any right consequent thereto except as specifically set forth therein. Section 6.6 CONTROL BY MAJORITY. The Holders of a majority in principal amount of the Senior Notes then outstanding may direct the time, method and place of conducting any proceeding for any remedy available to the Trustee or exercising any trust or power conferred on the Trustee by this Indenture. The Trustee, however, may refuse to follow any direction that conflicts with law, this Indenture or the Collateral Documents or that the Trustee determines may be unduly prejudicial to the rights of another Noteholder not taking part in such direction, and the Trustee shall have the right to decline to follow any such direction if the Trustee, being advised by counsel, determines that the action so directed may 45 not lawfully be taken or if the Trustee in good faith shall determine that the proceedings so directed may involve it in personal liability unless the Trustee has asked for and received indemnification reasonably satisfactory to it against any loss, liability or expense caused by its following such direction; provided that the Trustee may take any other action deemed proper by the Trustee which is not inconsistent with such direction. Section 6.6 LIMITATION ON SUITS. Subject to Section 6.7 below, a Noteholder may not institute any proceeding or pursue any remedy with respect to this Indenture or the Senior Notes unless: (1) the Holder gives to the Trustee written notice of a continuing Event of Default; (2) the Holders of at least 51% in aggregate principal amount of the Senior Notes then outstanding make a written request to the Trustee to pursue the remedy; (3) such Holder or Holders offer, and if requested, provide to the Trustee indemnity reasonably satisfactory to the Trustee against any loss, liability or expense; (4) the Trustee does not comply with the request within 60 days after receipt of the request and the offer and, if requested, the provision of indemnity; and (5) no direction inconsistent with such written request has been given to the Trustee during such 60 day period by the Holders of a majority in aggregate principal amount of the Senior Notes then outstanding. A Noteholder may not use this Indenture to prejudice the rights of another Noteholder or to obtain a preference or priority over another Noteholder. Section 6.7 RIGHTS OF HOLDERS TO RECEIVE PAYMENT. Notwithstanding any other provision of this Indenture, but subject to the Collateral Documents, the right of any Holder of a Senior Note to receive payment of principal of, or premium, if any, and interest on the Senior Note on or after the respective due dates expressed in the Senior Note, or to bring suit for the enforcement of any such payment on or after such respective dates, is absolute and unconditional and shall not be impaired or affected without the consent of the Holder. Section 6.8 COLLECTION SUIT BY TRUSTEE. If an Event of Default in payment of principal, premium or interest specified in Section 6.1(1) or (2) hereof occurs and is continuing, the Trustee may recover judgment in its own name and as trustee of an express trust against the Company or the Guarantors (or any other obligor on the Senior Notes) for the whole amount of unpaid principal and accrued interest remaining unpaid, together with interest on overdue principal and, to the extent that payment of such interest is lawful, interest on overdue installments of interest, in each case at the rate then borne by the Senior Notes (after giving effect to Section 4.1), and such further amounts as shall be sufficient to cover the costs and expenses 46 of collection, including the compensation, expenses, disbursements and advances of the Trustee, its agents and counsel, including all sums due and owing to the Trustee pursuant to the Indenture including Section 7.7. Section 6.9 TRUSTEE MAY FILE PROOFS OF CLAIM. The Trustee may file such proofs of claim and other papers or documents as may be necessary or advisable in order to have the claims of the Trustee (including any claim for the compensation, expenses, disbursements and advances of the Trustee, its agents and counsel) and the Noteholders allowed in any judicial proceedings relative to the Company or the Guarantors (or any other obligor upon the Senior Notes), their respective creditors or property and shall be entitled and empowered to collect and receive any monies or other property payable or deliverable on any such claims and to distribute the same after deduction of its reasonable charges and expenses to the extent that any such charges and expenses are not paid out of the estate in any such proceedings and any custodian in any such judicial proceeding is hereby authorized by each Noteholder to make such payments to the Trustee, and in the event that the Trustee shall consent to the making of such payments directly to the Noteholders, to pay to the Trustee any amount due to it for the compensation, expenses, disbursements and advances of the Trustee, its agents and counsel, and any other amounts due the Trustee under the Indenture, including without limitation Section 7.7 hereof. Nothing herein contained shall be deemed to authorize the Trustee to authorize or consent to or accept or adopt on behalf of any Noteholder any plan or reorganization, arrangement, adjustment or composition affecting the Senior Notes or the rights of any Holder thereof, or to authorize the Trustee to vote in respect of the claim of any Noteholder in any such proceedings. Section 6.10 PRIORITIES. If the Trustee collects any money pursuant to this Article 6, it shall pay out the money in the following order: FIRST: to the Trustee, its agents and counsel for amounts due under the Indenture, including without limitation, Section 7.7 hereof; SECOND: to Noteholders for amounts due and unpaid on the Senior Notes for principal, premium, if any, and interest as to each, ratably, without preference or priority of any kind, according to the amounts due and payable on the Senior Notes; and THIRD: to the Company or, to the extent the Trustee collects any amount from any Guarantor, to such Guarantor. The Trustee may fix a record date and payment date for any payment to Noteholders pursuant to this Section 6.10. The Trustee shall give the Company prior notice of any such record date and payment date; provided, however, that the failure to give any such notice shall not affect the establishment of such record date or payment date or any payment to Noteholders pursuant to this Section 6.10. 47 Section 6.11 UNDERTAKING FOR COSTS. In any suit for the enforcement of any right or remedy under this Indenture or in any suit against the Trustee for any action taken or omitted by it as Trustee, a court in its discretion may require the filing by any party litigant in the suit of an undertaking to pay the costs of the suit, and the court in its discretion may assess reasonable costs, including reasonable attorneys' fees, against any party litigant in the suit, having due regard to the merits and good faith of the claims or defenses made by the party litigant. This Section 6.11 does not apply to a suit by the Trustee, a suit by a Holder pursuant to Section 6.7 hereof or a suit by Holders of more than 10% in principal amount of the Senior Notes then outstanding. Section 6.12 RESTORATION OF RIGHTS AND REMEDIES. If the Trustee or any Holder has instituted any proceeding to enforce any right or remedy under this Indenture and such proceeding has been discontinued or abandoned for any reason, or has been determined adversely to the Trustee or to such Holder, then and in every case, subject to any determination in such proceeding, the Company, the Trustee and the Holders shall be restored severally and respectively to their former positions hereunder and thereafter all rights and remedies of the Trustee and the Holders shall continue as though no such proceeding had been instituted. Section 6.13 DELAY OR OMISSION NOT WAIVER. No delay or omission of the Trustee or of any Holder to exercise any right or remedy accruing upon any Event of Default shall impair any such right or remedy or constitute a waiver of any such Event of Default or an acquiescence therein. Every right and remedy given by this Article Six or by law to the Trustee or to the Holders may be exercised from time to time, and as often as may be deemed expedient, by the Trustee or by the Holders, as the case may be. ARTICLE 7 TRUSTEE Section 7.1 DUTIES OF TRUSTEE. (a) If an Event of Default has occurred and is continuing, the Trustee shall exercise such of the rights and powers vested in it by this Indenture and use the same degree of care and skill in their exercise as a prudent man would exercise or use under the same circumstances in the conduct of his own affairs. (b) Except during the continuance of an Event of Default known to the Trustee: (1) The Trustee need perform only those duties that are specifically set forth in this Indenture and the Collateral Documents and no others and no implied covenants or obligations shall be read into this Indenture or the Collateral Documents against the Trustee. (2) In the absence of bad faith on its part, the Trustee may conclusively rely, as to the truth of the statements and the correctness of the opinions expressed therein, upon certificates or opinions furnished to the Trustee and conforming to the requirements of this Indenture but, in the case of 48 any such certificates or opinions which by any provision hereof are specifically required to be furnished to the Trustee, the Trustee shall be under a duty to examine the same to determine whether or not they conform to the requirements of this Indenture and the Collateral Documents (but need not confirm or investigate the accuracy of mathematical calculations or other facts stated therein). (c) The Trustee may not be relieved from liability for its own negligent action, its own negligent failure to act, or its own willful misconduct, except that: (1) This paragraph does not limit the effect of paragraph (b) of this Section 7.1. (2) In the absence of bad faith on its part, the Trustee shall not be liable for any error of judgment made in good faith by a Trust Officer, unless it is proved that the Trustee was negligent in ascertaining the pertinent facts. (3) The Trustee shall not be liable with respect to any action it takes or omits to take in good faith in accordance with a direction received by it pursuant to Sections 6.2 and 6.5 hereof. (d) No provision of this Indenture shall require the Trustee to expend or risk its own funds or otherwise incur any financial liability in the performance of any of its rights or powers if it shall have reasonable grounds for believing that repayment of such funds or adequate indemnity satisfactory to it against such risk or liability is not reasonably assured to it. (e) Whether or not therein expressly so provided, paragraphs (a), (b), (c), (d), (f) and (g) of this Section 7.1 shall govern every provision of this Indenture that in any way relates to the Trustee or any Agent. (f) The Trustee may refuse to perform any duty or exercise any right or power unless it receives indemnity reasonably satisfactory to it against any loss, liability, expense or fee. (g) The Trustee shall not be liable for interest on any money received by it except as the Trustee may agree in writing with the Company or any Guarantor. Money held in trust by the Trustee need not be segregated from other funds except to the extent required by the law. Section 7.2 RIGHTS OF TRUSTEE. Subject to Section 7.1 hereof: (1) The Trustee may rely on and shall be protected in acting or refraining from acting upon any document reasonably believed by it to be genuine and to have been signed or presented by the proper person. The Trustee need not investigate any fact or matter stated in the document. (2) The Trustee may act through agents and shall not be responsible for the misconduct or negligence of any agent (other than the negligence or willful misconduct of an agent who is an employee of the Trustee) appointed by it with due care. 49 (3) The Trustee shall not be liable for any action it takes or omits to take in good faith which it reasonably believes to be authorized or within its rights or powers; provided that the Trustee's conduct does not constitute negligence or bad faith. (4) The Trustee may consult with counsel of its selection, and the advice or opinion of such counsel as to matters of law shall be full and complete authorization and protection from liability in respect of any action taken, omitted or suffered by it hereunder in good faith and in accordance with the advice or opinion of such counsel. (5) Before the Trustee acts or refrains from acting, it may require an Officer's Certificate or an Opinion of Counsel, or both. Section 7.3 INDIVIDUAL RIGHTS OF TRUSTEE. The Trustee in its individual or any other capacity may become the owner or pledgee of Senior Notes and may make loans to, accept deposits from, perform services for or otherwise deal with the Company or any Guarantor, or any Affiliates thereof, with the same rights it would have if it were not Trustee. Any Agent may do the same with like rights. The Trustee, however, shall be subject to Sections 7.10 and 7.11 hereof. Section 7.4 TRUSTEE'S DISCLAIMER. The Trustee makes no representation as to the validity or adequacy of this Indenture, the Collateral Documents, the Senior Notes or any Guarantee, it shall not be accountable for the Company's use of the proceeds from the sale of Senior Notes or any money paid to the Company pursuant to the terms of this Indenture or the Collateral Documents, and it shall not be responsible for any statement in the Senior Notes or any document used in connection with the sale of the Senior Notes other than its certificate of authentication. Section 7.5 NOTICE OF DEFAULTS. If a Default or Event of Default occurs and is continuing and if it is known to the Trustee, the Trustee shall mail to each Noteholder notice of the Default or Event of Default within 90 days after it occurs. Except in the case of a Default or Event of Default in payment of principal or premium, if any, or interest on the Senior Notes, or that resulted from the failure of the Company to comply with Section 5.1, the Trustee may withhold the notice if and so long as a committee of its Trust Officers in good faith determines it to be in the best interests of the holders of the Senior Notes to do so. Section 7.6 REPORTS BY TRUSTEE TO HOLDERS. If required by TIA Section 313(a), within 60 days after June 15 of any year, commencing the June 15 following the date of this Indenture, the Trustee shall mail to each Noteholder a brief report dated as of such June 15 that complies with TIA Section 313(a); provided that no such report need be transmitted if no such events listed in TIA Section 313(a) have occurred within such period. The Trustee also shall comply with TIA Section 313(b)(2). The Trustee shall also transmit by mail all reports as required by TIA Section 313(c) and TIA Section 313(d). 50 A copy of each report at the time of its mailing to Noteholders shall be filed with the SEC and each stock exchange on which the Senior Notes are listed. The Company shall promptly notify the Trustee when the Senior Notes are listed on any stock exchange and the Trustee shall comply with TIA Section 313(d). Section 7.7 COMPENSATION AND INDEMNITY. The Company and the Guarantors (on a joint and several basis) shall pay to the Trustee from time to time such compensation as shall be agreed in writing between the Company and the Trustee (or in the absence of such an agreement, reasonable compensation) for its services hereunder (which compensation shall not be limited by any provision of law in regard to the compensation of a trustee of an express trust). The Company and the Guarantors (on a joint and several basis) shall reimburse the Trustee upon request for all reasonable disbursements, expenses and advances incurred or made by it in connection with its duties under this Indenture, including the compensation, disbursements and expenses of the Trustee's agents and counsel. The Company and the Guarantors (on a joint and several basis) shall indemnify each of the Trustee and any predecessor Trustee for, and hold them harmless against, any and all loss, damage, claim, liability, expense (including but not limited to attorneys' fees and expenses) or taxes (other than taxes based on the income of the Trustee) incurred by it in connection with the acceptance or performance of its duties under this Indenture including the costs and expenses of defending itself against any claim or liability in connection with the exercise or performance of any of its powers or duties hereunder (including, without limitation, settlement costs). The Trustee shall notify the Company and the Guarantors in writing promptly of any claim asserted against the Trustee for which it may seek indemnity. However, the failure by the Trustee to so notify the Company and the Guarantors shall not relieve the Company or the Guarantors of their obligations hereunder. Notwithstanding the foregoing, the Company and the Guarantors need not reimburse the Trustee for any expense or indemnify it against any loss or liability incurred by the Trustee through its negligence or bad faith. To secure the payment obligations of the Company and the Guarantors in this Indenture, including without limitation, Sections 7.7 and 9.5, the Trustee and any predecessor Trustee shall have a lien prior to the Senior Notes and the Senior Indebtedness on all money or property held or collected by the Trustee in its capacity as such, except such money or property held in trust to pay principal of and interest on particular Senior Notes. The obligations of the Company and the Guarantors under this Section 7.7 to compensate and indemnify the Trustee and each predecessor Trustee and to pay or reimburse the Trustee and each predecessor Trustee for expenses, disbursements and advances shall be joint and several liabilities of the Company and each of the Guarantors and shall survive the satisfaction and discharge of this Indenture, including the termination or rejection hereof in any bankruptcy proceeding to the extent permitted by law. When the Trustee incurs expenses or renders services after an Event of Default specified in Section 6.1(7) or (8) hereof occurs, the expenses and the compensation for the services are intended to constitute expenses of administration under any Bankruptcy Law. 51 Section 7.8 REPLACEMENT OF TRUSTEE. The Trustee may resign by so notifying the Company and the Guarantors in writing, such resignation to become effective upon the appointment of a successor Trustee. The Holders of a majority in principal amount of the outstanding Senior Notes may remove the Trustee by notifying the removed Trustee in writing and may appoint a successor Trustee with the Company's written consent which consent shall not be unreasonably withheld. The Company may remove the Trustee at its election if: (1) the Trustee fails to comply with Section 7.10 hereof; (2) the Trustee is adjudged a bankrupt or an insolvent; (3) a receiver or other public officer takes charge of the Trustee or its property; or (4) the Trustee otherwise becomes incapable of acting. If the Trustee resigns or is removed or if a vacancy exists in the office of Trustee for any reason, the Company shall promptly appoint a successor Trustee. If a successor Trustee does not take office within 60 days after the retiring Trustee resigns or is removed, the retiring Trustee, the Company or the Holders of at least 25% in principal amount of the outstanding Senior Notes may petition any court of competent jurisdiction for the appointment of a successor Trustee. If the Trustee fails to comply with Section 7.10 hereof, any Noteholder may petition any court of competent jurisdiction for the removal of the Trustee and the appointment of a successor Trustee. A successor Trustee shall deliver a written acceptance of its appointment to the retiring Trustee and to the Company. Immediately following such delivery, the retiring Trustee shall, subject to its rights under Section 7.7 hereof, transfer all property held by it as Trustee to the successor Trustee, the resignation or removal of the retiring Trustee shall become effective, and the successor Trustee shall have all the rights, powers and duties of the Trustee under this Indenture. A successor Trustee shall mail notice of its succession to each Noteholder. Notwithstanding replacement of the Trustee pursuant to this Section 7.8, the Company's obligations under Section 7.7 hereof shall continue for the benefit of the retiring Trustee. Section 7.9 SUCCESSOR TRUSTEE BY CONSOLIDATION, MERGER OR CONVERSION. If the Trustee consolidates with, merges or converts into, or transfers all or substantially all of its corporate trust assets to, another corporation or national banking association, subject to Section 7.10 hereof, the successor corporation or national banking association without any further act shall be the successor Trustee. 52 Section 7.10 ELIGIBILITY; DISQUALIFICATION. This Indenture shall always have a Trustee who satisfies the requirements of TIA Section 310(a)(1) and (2) in every respect. The Trustee shall have a combined capital and surplus of at least $100,000,000 as set forth in its most recent published annual report of condition. The Trustee shall comply with TIA Section 310(b), including the provision in Section 310(b)(1); provided that there shall be excluded from the operation of TIA Section 310(b)(1) any indenture or indentures under which other securities, or conflicts of interest or participation in other securities, of the Company or the Guarantors are outstanding if the requirements for exclusion set forth in TIA Section 310(b)(1) are met. Section 7.11 PREFERENTIAL COLLECTION OF CLAIMS AGAINST COMPANY. The Trustee shall comply with TIA Section 311(a), excluding any creditor relationship listed in TIA Section 311 (b). A Trustee who has resigned or been removed shall be subject to TIA Section 311 (a) to the extent indicated therein. Section 7.12 PAYING AGENTS. The Company shall cause each Paying Agent other than the Trustee to execute and deliver to it and the Trustee an instrument in which such agent shall agree with the Trustee, subject to the provisions of this Section 7.12: (A) that it will hold all sums held by it as agent for the payment of principal of, or premium, if any, or interest on, the Senior Notes (whether such sums have been paid to it by the Company or by any obligor on the Senior Notes) in trust for the benefit of Holders of the Senior Notes or the Trustee; (B) that it will at any time during the continuance of any Event of Default, upon written request from the Trustee, deliver to the Trustee all sums so held in trust by it together with a full accounting thereof; and (C) that it will give the Trustee written notice within three (3) Business Days of any failure of the Company (or by any obligor on the Senior Notes) in the payment of any installment of the principal of, premium, if any, or interest on, the Senior Notes when the same shall be due and payable. Section 7.13 CO-TRUSTEE AND SEPARATE TRUSTEES. At any time or times, for the purpose of meeting the legal requirements of any applicable jurisdiction, the Company and the Trustee shall have power to appoint, and, upon the written request of the Trustee or of the Holders of at least 33% in principal amount of the Securities then outstanding, the Company shall for such purpose join with the Trustee in the execution and delivery of all instruments and agreements necessary or proper to appoint, one or more Persons approved by the Trustee either to act as co-trustee, jointly with the Trustee, or to act as separate trustee, in either case with such powers as may be provided in the instrument of appointment, and to vest in such Person or Persons, in the capacity aforesaid, and for the benefit of the Holders, any property, title, right or power deemed necessary or desirable, subject to the other provisions of this Section. If the Company does not join in such 53 appointment within 15 days after the receipt by it of a request so to do, or if an Event of Default shall have occurred and be continuing, the Trustee alone shall have power to make such appointment. Should any written instrument or instruments from the Company be required by any co-trustee or separate trustee to more fully confirm to such co-trustee or separate trustee such property, title, right or power, any and all such instruments shall, on request, be executed, acknowledged and delivered by the Company. Every co-trustee or separate trustee shall, to the extent permitted by law, but to such extent only, be appointed subject to the following conditions: (a) the Securities shall be authenticated and delivered, and all rights, powers, duties and obligations hereunder in respect of the custody of securities, cash and other personal property held by, or required to be deposited or pledged with, the Trustee hereunder, shall be exercised solely, by the Trustee; (b) the rights, powers, duties and obligations hereby conferred or imposed upon the Trustee in respect of any property covered by such appointment shall be conferred or imposed upon and exercised or performed either by the Trustee or by the Trustee and such co-trustee or separate trustee jointly, as shall be provided in the instrument appointing such co-trustee or separate trustee, except to the extent that under any law of any jurisdiction in which any particular act is to be performed, the Trustee shall be incompetent or unqualified to perform such act, in which event such rights, powers, duties and obligations shall be exercised and performed singly by such co-trustee or separate trustee. (c) the Trustee at any time, by an instrument in writing executed by it, with the concurrence of the Company, may accept the resignation of or remove any co-trustee or separate trustee appointed under this Section, and, it an Event of Default shall have occurred and be continuing, the Trustee shall have power to accept the resignation of, or remove, any such co-trustee or separate trustee without the concurrence of the Company. Upon the written request of the Trustee, the Company shall join with the Trustee in the execution and delivery of all instruments and agreements necessary or proper to effectuate such resignation or removal. A successor to any co-trustee or separate trustee so resigned or removed may be appointed in the manner provided in this Section; (d) no co-trustee or separate trustee hereunder shall be personally liable by reason of any act or omission of the Trustee, or any other such trustee hereunder, and the Trustee shall not be personally liable by reason of any act or omission of any such co-trustee or separate trustee; (e) any act of Holders delivered to the Trustee shall be deemed to have been delivered to each such co-trustee and separate trustee; (f) any separate trustee or co-trustee may at any time appoint the Trustee as its agent or attorney-in-fact with full power and authority, to the extent not prohibited by law, to do any lawful act under or in respect of this Indenture on its behalf and in its name; and 54 (g) if any separate trustee or co-trustee shall die, become incapable of acting, resign or be removed, all of its estates, properties, rights, remedies and trusts shall vest in and be exercised by the Trustee, to the extent permitted by law, without the appointment of a new successor trustee. ARTICLE 8 AMENDMENTS, SUPPLEMENTS AND WAIVERS Section 8.1 WITHOUT CONSENT OF HOLDERS. The Company and/or one or more Guarantors and the Trustee may modify, waive, amend or supplement this Indenture, the Senior Notes, the Guarantees or the Collateral Documents without notice to or consent of any Noteholder: (1) to comply with Section 5.1 hereof; (2) to provide for uncertificated Senior Notes in addition to or in place of certificated Senior Notes; (3) to comply with any requirements of the SEC under the TIA; (4) to cure any ambiguity, defect or inconsistency, or to make any other change that does not materially and adversely affect the rights of any Noteholder; (5) to evidence and provide for the acceptance of appointment hereunder by a successor Trustee with respect to the Senior Notes; or (6) to enter into additional or supplemental Collateral Documents consistent with the terms hereof; (7) to adjust the aggregate principal amount of Senior Notes permitted to be issued pursuant to this Indenture so that the aggregate principal amount of Senior Notes permitted to be issued pursuant to this Indenture are as provided in the Plan of Reorganization; (8) to otherwise comply with the terms of the Plan of Reorganization; (9) to add to the covenants of the Company for the benefit of the Holders or to surrender any right or power herein conferred upon the Company; or (10) to add any additional Events of Default. The Trustee is hereby authorized to join with the Company and the Guarantors, if any, in the execution of any modification, waiver, amendment or supplement to this Indenture, the Senior Notes, the Guarantees or the Collateral Documents authorized or permitted by the terms of this Indenture and to make any further appropriate agreements and stipulations which may be therein contained, but the Trustee shall not be obligated to enter into any such modification, 55 waiver, amendment or supplement to this Indenture, the Senior Notes, the Guarantees or the Collateral Documents which adversely affects its own rights, duties or immunities under this Indenture. Section 8.2 WITH CONSENT OF HOLDERS. The Company and/or one or more Guarantors and the Trustee may modify, amend, waive or supplement this Indenture, the Senior Notes, the Guarantees or the Collateral Documents with the written consent of the Holders of not less than a majority in aggregate principal amount of outstanding Senior Notes. The Holders of not less than a majority in aggregate principal amount of outstanding Senior Notes may waive compliance in a particular instance by the Company with any provision of this Indenture or the Senior Notes. Subject to Section 8.4, without the consent of each Noteholder affected, however, an amendment, supplement or waiver, including a waiver pursuant to Section 6.4, may not: (1) reduce the amount of Senior Notes whose Holders must consent to an amendment, modification, supplement or waiver to this Indenture or the Senior Notes; (2) reduce the rate of or change the time for payment of interest on any Senior Note; (3) reduce the principal of or premium on or change the stated maturity of any Senior Note; (4) make any Senior Note payable in money other than that stated in the Senior Note or change the place of payment from New York, New York; (5) change the amount or time of any payment required by the Senior Notes or reduce the premium payable upon any redemption of the Senior Notes; (6) waive a default in the payment of the principal of, or interest on, or redemption payment with respect to any Senior Note; (7) subordinate in right of payment, or otherwise subordinate, the Senior Notes or the Guarantees to another Indebtedness or obligation of the Company or the Guarantors; (8) take any other action otherwise prohibited by this indenture to be taken without the consent of each Holder affected thereby; (9) release all or substantially all of the Collateral from the Lien of this Indenture and the Collateral Documents (other than pursuant to an Asset Sale in compliance with Section 4.8 hereto); or (10) modify this Section 8.2, Section 6.4 or 6.7. After a modification, amendment, supplement or waiver under this Section 8.2 becomes effective, the Company shall mail to the Holders a notice briefly describing the modification, amendment, supplement or waiver. Any failure of the Company to mail such notice, or any defect therein, shall not, 56 however, in any way impair or affect the validity of any such modification, amendment, supplement or waiver. It shall not be necessary for the consent of the Holders under this Section to approve the particular form of any proposed amendment, modification, supplement or waiver, but it shall be sufficient if such consent approves the substance thereof. Section 8.3 COMPLIANCE WITH TRUST INDENTURE ACT. Every amendment to or supplement of this Indenture or the Senior Notes shall comply with the TIA as then in effect. Section 8.4 REVOCATION AND EFFECT OF CONSENTS. Until a modification, amendment, supplement, waiver or other action becomes effective, a consent to it by a Holder of a Senior Note is a continuing consent conclusive and binding upon such Holder and every subsequent Holder of the same Senior Note or portion thereof, and of any Senior Note issued upon the transfer thereof or in exchange therefor or in place thereof, even if notation of the consent is not made on any such Senior Note. Any such Holder or subsequent Holder, however, may revoke the consent as to his Senior Note or portion of a Senior Note, if the Trustee receives the notice of revocation before the date the modification, amendment, supplement, waiver or other action becomes effective. Notwithstanding the foregoing, nothing in this paragraph shall impair the right of any Holder under TIA Section 316(b). The Company may, but shall not be obligated to, fix a record date for the purpose of determining the Holders entitled to consent to any modification, amendment, supplement, or waiver. If a record date is fixed, then, notwithstanding the preceding paragraph, those Persons who were Holders at such record date (or their duly designated proxies), and only such Persons, shall be entitled to consent to such modification, amendment, supplement, or waiver or to revoke any consent previously given, whether or not such Persons continue to be Holders after such record date. No such consent shall be valid or effective for more than 90 days after such record date unless the consent of the requisite number of Holders has been obtained. After a modification, amendment, supplement, waiver or other action becomes effective, it shall bind every Holder and every subsequent Holder. Section 8.5 NOTATION ON OR EXCHANGE OF SENIOR NOTES. If a modification, amendment, supplement or waiver changes the terms of a Senior Note, the Trustee may request the Holder of the Senior Note to deliver it to the Trustee. In such case, the Trustee shall place an appropriate notation on the Senior Note about the changed terms and return it to the Holder. Alternatively, if the Company or the Trustee so determines, the Company in exchange for the Senior Note shall issue and the Trustee shall authenticate a new security that reflects the changed terms. Failure to make the appropriate notation or issue a new Senior Note shall not affect the validity and effect of such modification, amendment, supplement or waiver. 57 Section 8.6 TRUSTEE TO SIGN AMENDMENTS, ETC. The Trustee shall sign any modification, amendment, supplement or waiver authorized pursuant to this Article 8 if the modification, amendment, supplement or waiver does not adversely affect the rights, duties, liabilities or immunities of the Trustee. If it does, the Trustee may, but need not, sign it. In signing or refusing to sign such modification, amendment, supplement or waiver, the Trustee shall be entitled to receive and, subject to Section 7.1 hereof, shall be fully protected in relying upon an Officers' Certificate and an Opinion of Counsel stating that such modification, amendment, supplement or waiver is authorized or permitted by this Indenture and such supplemental indenture constitutes the legal, valid and binding obligation of the Company and the Guarantors enforceable against each of them in accordance with its terms (subject to customary exceptions). The Company or any Guarantor may not sign a modification, amendment or supplement until the Board of Directors of the Company or such Guarantor, as appropriate, approves it. ARTICLE 9 DISCHARGE OF INDENTURE; DEFEASANCE Section 9.1 DISCHARGE OF INDENTURE. The Company and the Guarantors, if any, may terminate their obligations under the Senior Notes, the Guarantees, if any, and this Indenture, except the obligations referred to in the last paragraph of this Section 9.1, if there shall have been cancelled by the Trustee or delivered to the Trustee for cancellation all Senior Notes theretofore authenticated and delivered (other than any Senior Notes that are asserted to have been destroyed, lost or stolen and that shall have been replaced as provided in Section 2.7 hereof) and the Company has paid all sums payable by it hereunder or deposited all required sums with the Trustee. After such delivery the Trustee upon request shall acknowledge in writing the discharge of the Company's and the Guarantors' obligations under the Senior Notes, the Guarantees and this Indenture except for those surviving obligations specified below. Notwithstanding the satisfaction and discharge of this Indenture, the obligations of the Company in Sections 2.7, 7.7, 9.5, 9.6 and 9.8 hereof shall survive. Section 9.2 LEGAL DEFEASANCE. The Company may at its option, by Board Resolution, be discharged from its obligations with respect to the Senior Notes and the Guarantors, if any, discharged from their obligations under the Guarantees, if any, on the date the conditions set forth in Section 9.4 below are satisfied (hereinafter, "Legal Defeasance"). For this purpose, such Legal Defeasance means that the Company shall be deemed to have paid and discharged the entire indebtedness represented by the Senior Notes and to have satisfied all its other obligations under such Senior Notes and this Indenture insofar as such Senior Notes are concerned (and the Trustee, at the expense of the Company, shall, subject to Section 9.6 hereof, execute proper instruments acknowledging the same), except for the following which shall survive until otherwise terminated or discharged hereunder: (A) the rights of Holders of outstanding Senior Notes to receive solely from the trust funds described in Section 9.4 hereof and as more fully 58 set forth in such Section, payments in respect of the principal of, premium, if any, and interest on such Senior Notes when such payments are due, (B) the Company's obligations with respect to such Senior Notes under Sections 2.3, 2.4, 2.5, 2.6, 2.7, 2.8 and 4.20 hereof, (C) the rights, powers, trusts, duties, and immunities of the Trustee hereunder (including claims of, or payments to, the Trustee under or pursuant to Section 7.7 hereof) and (D) this Article 9. Subject to compliance with this Article 9, the Company may exercise its option under this Section 9.2 with respect to the Senior Notes notwithstanding the prior exercise of its option under Section 9.3 below with respect to the Senior Notes. Section 9.3 COVENANT DEFEASANCE. At the option of the Company, pursuant to a Board Resolution, the Company and the Guarantors, if any, shall be released from their respective obligations under Sections 4.2 through 4.4 hereof, inclusive, Sections 4.6 through 4.17 hereof, inclusive, Section 4.23 and clause (a)(iii) of Section 5.1 hereof with respect to the outstanding Senior Notes on and after the date the conditions set forth in Section 9.4 hereof are satisfied (hereinafter, "Covenant Defeasance") and the Senior Notes shall thereafter be deemed to not be outstanding for purposes of any direction, waiver, consent, declaration or act of the Holders (and the consequences thereof) in connection with such covenants but shall continue to be outstanding for all other purposes hereunder. For this purpose, such Covenant Defeasance means that the Company and the Guarantors, if any, may omit to comply with and shall have no liability in respect of any term, condition or limitation set forth in any such specified Section or portion thereof, whether directly or indirectly by reason of any reference elsewhere herein to any such specified Section or portion thereof or by reason of any reference in any such specified Section or portion thereof to any other provision herein or in any other document, but the remainder of this Indenture and the Senior Notes shall be unaffected thereby. Section 9.4 CONDITIONS TO LEGAL DEFEASANCE OR COVENANT DEFEASANCE. The following shall be the conditions to application of Section 9.2 or Section 9.3 hereof to the outstanding Senior Notes: (1) the Company shall irrevocably have deposited or caused to be deposited with the Trustee (or another trustee satisfying the requirements of Section 7. 10 hereof who shall agree to comply with the provisions of this Article 9 applicable to it) as funds in trust for the purpose of making the following payments, specifically pledged as security for, and dedicated solely to, the benefit of the Holders of the Senior Notes, (A) money in an amount, or (B) U.S. Government Obligations which through the scheduled payment of principal and interest in respect thereof in accordance with their terms will provide, not later than the due date of any payment, money in an amount, or (C) a combination thereof, sufficient, in the opinion of a nationally-recognized firm of independent public accountants expressed in a written certification thereof delivered to the Trustee, to pay and discharge, and which shall be applied by the Trustee (or other qualifying trustee) to pay and discharge, the principal of, premium, if any, and accrued interest on the outstanding Senior Notes at the maturity date of such principal, premium, if any, or interest, or on dates for payment and redemption of such principal, premium, if any, and interest selected in accordance with the terms of this Indenture and of the Senior Notes; 59 (2) no Event of Default or Default with respect to the Senior Notes shall have occurred and be continuing on the date of such deposit, or shall have occurred and be continuing at any time during the period ending on the 91st day after the date of such deposit or, if longer, ending on the day following the expiration of the longest preference period under any Bankruptcy Law applicable to the Company in respect of such deposit (it being understood that this condition shall not be deemed satisfied until the expiration of such period); (3) such Legal Defeasance or Covenant Defeasance shall not result in a breach or violation of, or constitute default under any other agreement or instrument to which the Company is a party or by which it is bound; (4) the Company shall have delivered to the Trustee an Opinion of Counsel stating that, as a result of such Legal Defeasance or Covenant Defeasance, neither the trust nor the Trustee will be required to register as an investment company under the Investment Company Act of 1940, as amended; (5) in the case of an election under Section 9.2 above, the Company shall have delivered to the Trustee an Opinion of Counsel stating that (i) the Company has received from, or there has been published by, the Internal Revenue Service a ruling to the effect that or (ii) there has been a change in any applicable Federal income tax law with the effect that, and such opinion shall confirm that, the Holders of the outstanding Senior Notes or persons in their positions will not recognize income, gain or loss for Federal income tax purposes solely as a result of such Legal Defeasance and will be subject to Federal income tax on the same amounts, in the same manner, including as a result of prepayment, and at the same times as would have been the case if such Legal Defeasance had not occurred; (6) in the case of an election under Section 9.3 hereof, the Company shall have delivered to the Trustee an Opinion of Counsel to the effect that the Holders of the outstanding Senior Notes will not recognize income, gain or loss for Federal income tax purposes as a result of such Covenant Defeasance and will be subject to Federal income tax on the same amounts, in the same manner and at the same times as would have been the case if such Covenant Defeasance had not occurred; (7) the Company shall have delivered to the Trustee an Officers' Certificate and an Opinion of Counsel, each stating that (a) all conditions precedent provided for relating to either the Legal Defeasance under Section 9.2 above or the Covenant Defeasance under Section 9.3 hereof (as the case may be) have been complied with and (b) if any other Indebtedness of the Company shall then be outstanding, such legal defeasance or covenant defeasance will not violate the provisions of the agreements or instruments evidencing such Indebtedness; and (8) the Company shall have delivered to the Trustee an Officers' Certificate stating that the deposit under clause (1) was not made by the Company with the intent of defeating, hindering, delaying or defrauding any creditors of the Company or others. 60 Section 9.5 DEPOSITED MONEY AND U.S. GOVERNMENT OBLIGATIONS TO BE HELD IN TRUST; OTHER MISCELLANEOUS PROVISIONS. All money and U.S. Government Obligations (including the proceeds thereof) deposited with the Trustee pursuant to Section 9.4 hereof in respect of the outstanding Senior Notes shall be held in trust and applied by the Trustee, in accordance with the provisions of such Senior Notes and this Indenture, to the payment, either directly or through any Paying Agent as the Trustee may determine, to the Holders of such Senior Notes, of all sums due and to become due thereon in respect of principal, premium, if any, and accrued interest, but such money need not be segregated from other funds except to the extent required by law. The Trustee shall be under no duty to invest such money or U.S. Government Obligations. The Company and the Guarantors shall pay and indemnify the Trustee against any tax, fee or other charge imposed on or assessed against the U.S. Government Obligations deposited pursuant to Section 9.4 hereof or the principal, premium, if any, and interest received in respect thereof other than any such tax, fee or other charge which by law is for the account of the Holders of the outstanding Senior Notes. Subject to Sections 7.1 and 7.2 hereof, anything in this Article 9 to the contrary notwithstanding, the Trustee shall deliver or pay to the Company from time to time upon Company Request any money or U.S. Government Obligations held by it as provided in Section 9.4 hereof which, in the opinion of a nationally-recognized firm of independent public accountants expressed in a written certification thereof delivered to the Trustee, are in excess of the amount thereof which would then be required to be deposited to effect an equivalent Legal Defeasance or Covenant Defeasance. Section 9.6 REINSTATEMENT. If the Trustee or Paying Agent is unable to apply any money or U.S. Government Obligations in accordance with Section 9.1, 9.2 or 9.3 hereof by reason of any legal proceeding or by reason of any order or judgment of any court or governmental authority enjoining, restraining or otherwise prohibiting such application, the obligations of the Company and any Guarantor under this Indenture, the Senior Notes and the Guarantees, if any, shall be revived and reinstated as though no deposit had occurred pursuant to this Article 9 until such time as the Trustee or Paying Agent is permitted to apply all such money or U.S. Government Obligations in accordance with Section 9.1 hereof; provided, however, that if the Company or any Guarantors have made any payment of principal of, premium, if any, or accrued interest on any Senior Notes because of the reinstatement of their obligations, the Company or such Guarantors, as the case may be, shall be subrogated to the rights of the Holders of such Senior Notes to receive such payment from the money or U.S. Government Obligations held by the Trustee or Paying Agent. Section 9.7 MONEYS HELD BY PAYING AGENT. In connection with the satisfaction and discharge of this Indenture, all moneys then held by any Paying Agent under the provisions of this Indenture shall, upon demand of the Company, be paid to the Trustee, or if sufficient moneys have been deposited pursuant to Section 9.4 hereof, to the Company (or, if such moneys had been deposited by any Guarantors, to such Guarantors), and 61 thereupon such Paying Agent shall be released from all further liability with respect to such moneys. Section 9.8 MONEYS HELD BY TRUSTEE. Any moneys deposited with the Trustee or any Paying Agent or then held by the Company or any Guarantors in trust for the payment of the principal of, premium, if any, or interest on any Senior Note that are not applied but remain unclaimed by the Holder of such Senior Note for two years after the date upon which the principal of, or premium, if any, or interest on such Senior Note shall have respectively become due and payable shall be repaid to the Company (or, if appropriate, the Guarantors) upon Company Request, or if such moneys are then held by the Company or any Guarantors in trust, such moneys shall be released from such trust; and the Holder of such Senior Note entitled to receive such payment shall thereafter, as an unsecured general creditor, look only to the Company and the Guarantors, if any, for the payment thereof, and all liability of the Trustee or such Paying Agent with respect to such trust money shall thereupon cease; provided, however, that the Trustee or any such Paying Agent, before being required to make any such repayment, may, at the expense of the Company and the Guarantors, if any, either mail to each Noteholder affected, at the address shown in the register of the Senior Notes maintained by the Registrar pursuant to Section 2.3 hereof, or cause to be published once a week for two successive weeks, in a newspaper published in the English language, customarily published each Business Day and of general circulation in the city of New York, New York, a notice that such money remains unclaimed and that, after a date specified therein, which shall not be less than 30 days from the date of such mailing or publication, any unclaimed balance of such moneys then remaining will be repaid to the Company. After payment to the Company or the Guarantors, if any, or the release of any money held in trust by the Company or any Guarantors, as the case may be, Noteholders entitled to the money must look only to the Company and any Guarantors for payment as general creditors unless applicable abandoned property law designates another person. Section 9.9 SENIOR NOTE COLLATERAL. Upon the Company's exercise under Section 9.1 hereof of the option applicable under either Section 9.2 or 9.3, the Collateral shall be released pursuant to Section 10.3 hereof. ARTICLE 10 COLLATERAL AND SECURITY Section 10.1 SECURITY. The due and punctual payment of the principal of, premium, if any, and interest on the Senior Notes when and as the same shall be due and payable, whether on an Interest Payment Date, at maturity, by acceleration, repurchase, redemption or otherwise, and interest on the overdue principal of, premium, if any, and interest on the Senior Notes and performance of all other obligations of the Company and the Guarantors to the Holders of Senior Notes or the Trustee under this Indenture, the Senior Notes and the Guarantees, according to the terms hereunder or thereunder, shall be secured by the Collateral, as provided in the Collateral Documents which the Company and the applicable parties have entered into simultaneously with the execution of this Indenture for the benefit 62 of the Holders of Senior Notes. Each Holder of Senior Notes, by its acceptance thereof, consents and agrees to the terms of the Collateral Documents (including, without limitation, the provisions providing for foreclosure and release of Collateral) as the same may be in effect or may be amended from time to time in accordance with its terms and authorizes and directs the Trustee to enter into the Collateral Documents and to perform its obligations and exercise its rights thereunder in accordance therewith. The Company and the Guarantors shall deliver to the Trustee copies of all documents executed pursuant to this Indenture and the Collateral Documents and shall do or cause to be done all such acts and things as may be necessary or proper, or as may be required by the provisions of the Collateral Documents to assure and confirm to the Trustee the security interest in the Collateral contemplated hereby, by the Collateral Documents or any part thereof, as from time to time constituted, so as to render the same available for the security and benefit of this Indenture and of the Senior Notes and the Guarantees secured hereby, according to the intent and purposes herein expressed. The Company shall take, or shall cause its Subsidiaries to take any and all actions reasonably required to cause the Collateral Documents to create and maintain, as security for the obligations of the Company hereunder, a valid and enforceable perfected priority Lien in and on all the Collateral in accordance with the terms of the Collateral Documents. Section 10.2 RECORDING AND OPINIONS. The Company and the Guarantors will cause this Indenture, if necessary, the applicable Collateral Documents, including any financing statements, all amendments or supplements to each of the foregoing and any other similar security documents as necessary, to be registered, recorded and filed and/or re-recorded, re-filed and renewed in such manner and in such place or places, if any, as may be required by law in order fully to preserve and protect (a) the Lien securing the obligations under the Senior Notes and the Guarantees of those Guarantors that are parties to the Collateral Documents pursuant to the Collateral Documents and (b) the Lien of the Guarantors that are parties to the Collateral Documents securing (for the ratable benefit of the Holders of Senior Notes) the Senior Notes and the Guarantees and to effectuate and preserve the security of the Holders of Senior Notes and all rights of the Trustee. The Company, the Guarantors and any other obligor shall furnish to the Trustee: (a) Promptly after the execution and delivery of this Indenture, and promptly after the execution and delivery of any other instrument of further assurance or amendment, an Opinion of Counsel in the United States (a) stating that this Indenture, the Senior Notes and the Collateral Documents and such instruments of further assurance or amendment, if any, are valid, binding and enforceable obligations of the Company and its Subsidiaries which are signatories to those agreements, subject to customary qualifications and exceptions reasonably acceptable to the Trustee, and (b) either (i) stating that, subject to customary assumptions and exclusions, in the opinion of such counsel, this Indenture and other applicable Collateral Documents and all other instruments of further assurance or amendment have been properly recorded, registered and filed to the extent necessary to make effective the Lien intended to be created by such Indenture and Collateral Documents and reciting the details of such action or referring to prior Opinions of Counsel in which such details are given, and stating that, subject to customary assumptions and exclusions, as to such Indenture and Collateral Documents and such other instruments such recording, registering and filing are the only recordings, registerings and filings necessary to give notice thereof and that no re-recordings, re-registerings or re-filings are necessary to maintain such 63 notice, and further stating that all financing statements and continuation statements have been executed and filed that are necessary fully to preserve and protect the rights of the Holders of Senior Notes and the Trustee hereunder and under the Collateral Documents or (ii) stating that, subject to customary assumptions and exclusions, in the opinion of such counsel, no such action is necessary to make any Lien created under any of the Collateral Documents effective as intended by this Indenture and such Collateral Documents; and (b) Within 30 days after February 1, in each year beginning with the year 2002, an Opinion of Counsel, dated as of such date, either (i) stating that, subject to customary assumptions and exclusions, in the opinion of such counsel, such action has been taken with respect to the recording, registering, filing, re-recording, re-registering and re-filing of this Indenture and all supplemental indentures, financing statements, continuation statements or other instruments of further assurance as is necessary to maintain the Lien of this Indenture and the Collateral Documents until the next Opinion of Counsel is required to be rendered pursuant to this paragraph and reciting the details of such action or referring to prior Opinions of Counsel in which such details are given, and stating that all financing statements and continuation statements have been executed and filed that are necessary fully to preserve and protect the rights of the Holders and the Trustee hereunder and under the Collateral Documents or (ii) stating that, subject to customary assumptions and exclusions, in the opinion of such counsel, no such action is necessary to maintain such Lien, until the next Opinion of Counsel is required to be rendered pursuant to this paragraph. (c) The Company shall furnish to the Trustee the certificate or opinions, as the case may be, required by TIA Section 314(d). Such certificates or opinions will be subject to the terms of TIA Section 314(e). Section 10.3 RELEASE OF COLLATERAL. (a) Subject to subsections (b), (c) and (d) of this Section 10.3, Collateral may be released from the Lien and security interest created by this Indenture and the Collateral Documents at any time or from time to time upon the request of the Company pursuant to an Officers' Certificate certifying that all terms for release and conditions precedent hereunder and under the applicable Collateral Document have been met and specifying (A) the identity of the Collateral to be released and (B) the provision of this Indenture which authorizes such release. The Trustee shall release, and shall give any necessary consent, waiver or instruction to the Collateral Agent or the Mortgage Trustee, as the case may be, to release (at the sole cost and expense of the Company) (i) all Collateral that is contributed, sold, leased, conveyed, transferred or otherwise disposed of; provided, such contribution, sale, lease, conveyance, transfer or other distribution is or will be in accordance with the provisions of this Indenture, including, without limitation, the requirement that the net proceeds, if any, from such contribution, sale, lease, conveyance, transfer or other distribution are or will be applied in accordance with this Indenture and that no Default or Event of Default has occurred and is continuing or would occur immediately following such release; (ii) Collateral which may be released with the consent of Holders pursuant to Article 8 hereof; (iii) all Collateral (except as provided in Article 9 hereof) upon discharge or defeasance of this Indenture in accordance with Article 9 hereof; (iv) all Collateral upon the payment in full of all obligations of the Company with respect to the Senior Notes; and (v) Collateral of a Guarantor whose Guarantee is released pursuant to Section 11.4 hereof. Upon receipt of such Officers' Certificate, an Opinion of 64 Counsel and any other opinions or certificates required by this Indenture and the TIA, the Trustee shall execute, deliver or acknowledge any necessary or proper instruments of termination, satisfaction or release to evidence the release of any Collateral permitted to be released pursuant to this Indenture and the Collateral Documents. (b) No Collateral shall be released from the Lien and security interest created by the Collateral Documents pursuant to the provisions of the Collateral Documents unless there shall have been delivered to the Trustee the certificates required by this Section 10.3. (c) The Trustee may release Collateral from the Lien and security interest created by this Indenture and the Collateral Documents upon the sale or disposition of Collateral pursuant to the Trustee's powers, rights and duties with respect to remedies provided under any of the Collateral Documents. (d) The release of any Collateral from the terms of this Indenture and the Collateral Documents shall not be deemed to impair the security under this Indenture in contravention of the provisions hereof if and to the extent the Collateral is released pursuant to the terms hereof. To the extent applicable, the Company shall cause TIA Section 313(b), relating to reports, and TIA Section 314(d), relating to the release of property or securities from the Lien and security interest of the Collateral Documents and relating to the substitution therefor of any property or securities to be subjected to the Lien and security interest of the Collateral Documents to be complied with. Any certificate or opinion required by TIA Section 314(d) may be made by an Officer of the company except in cases where TIA Section 314(d) requires that such certificate or opinion be made by an independent Person, which Person shall be an independent engineer, appraiser or other expert selected or approved by the Trustee in the exercise of reasonable care. Section 10.4 PROTECTION OF THE TRUST ESTATE. Upon prior written notice to the Company and the Guarantors, the Trustee shall have the power (i) to institute and maintain such suits and proceedings as it may deem expedient, to prevent any impairment of the Collateral under any of the Collateral Documents; and (ii) to enforce the obligations of the Company, the Guarantors or any Restricted Subsidiary under this Indenture or the Collateral Documents, to institute and maintain such suits and proceedings as may be expedient to prevent any impairment of the Collateral under the Collateral Documents and in the profits, rents, revenues and other income arising therefrom; including the power to institute and maintain suits or proceedings to restrain the enforcement of or compliance with any legislative or other governmental enactment, rule or order that may be unconstitutional or otherwise invalid if the enforcement of, or compliance with, such enactment, rule or order would impair any Collateral or be prejudicial to the interests of the Holders of Senior Notes or the Trustee, to the extent permitted thereunder. Section 10.5 CERTIFICATES OF THE COMPANY. The Company shall furnish to the Trustee, prior to each proposed release of Collateral pursuant to the Collateral Documents (i) all documents required by TIA Section 314(d) and (ii) an Opinion of Counsel in the United States, which opinion shall be subject to customary assumptions and exclusions, to the effect that such accompanying documents constitute all documents required by TIA Section314(d). The Trustee may, to the extent permitted by Sections 7.1 and 7.2 hereof, accept as conclusive evidence of compliance with the foregoing 65 provisions the appropriate statements contained in such documents and such Opinion of Counsel. Section 10.6 CERTIFICATES OF THE TRUSTEE. In the event that the Company wishes to release Collateral in accordance with the Collateral Documents and has delivered the certificates and documents required by the Collateral Documents and Sections 10.3 and 10.5 hereof, the Trustee shall determine whether it has received all documents required by TIA Section 314(d) in connection with such release and, based on such determination and the Opinion of Counsel delivered pursuant to Section 10.5(ii), shall deliver a certificate to the Collateral Agent or the Mortgage Indenture Trustee, as the case may be, setting forth such determination. Section 10.7 AUTHORIZATION OF ACTIONS TO BE TAKEN BY THE TRUSTEE UNDER THE COLLATERAL DOCUMENTS. Subject to the provisions of Sections 7.1 and 7.2 hereof, the Collateral Trust Agreement and the Mortgage Indenture, the Trustee may, in its sole discretion and without the consent of the Holders of Senior Notes, direct, on behalf of the Holders of Senior Notes, the Collateral Agent or the Mortgage Indenture Trustee, as the case may be, to take all actions it deems necessary or appropriate in order to (a) enforce any of the terms of the Collateral Documents and (b) collect and receive any and all amounts payable in respect of the Obligations of the Company hereunder. Subject to the Collateral Trust Agreement and the Mortgage Indenture, the Trustee shall have power to institute and maintain such suits and proceedings as it may deem expedient to prevent any impairment of the Collateral by any acts that may be unlawful or in violation of the Collateral Documents or this Indenture, and such suits and proceedings as the Trustee may deem expedient to preserve or protect its interests and the interests of the Holders of Senior Notes in the Collateral (including power to institute and maintain suits or proceedings to restrain the enforcement of or compliance with any legislative or other governmental enactment, rule or order that may be unconstitutional or otherwise invalid if the enforcement of, or compliance with, such enactment, rule or order would impair the security interest hereunder or be prejudicial to the interests of the Holders of Senior Notes or of the Trustee). Section 10.8 AUTHORIZATION OF RECEIPT OF FUNDS BY THE TRUSTEE UNDER THE COLLATERAL DOCUMENTS. Subject to the Collateral Trust Agreement and the Mortgage Indenture, upon an Event of Default and so long as such Event of Default continues, the Trustee may exercise in respect of the Collateral, in addition to the other rights and remedies provided for herein, in the Collateral Documents or otherwise available to it, all of the rights and remedies of a secured party under the Uniform Commercial Code or other applicable law, and the Trustee may also upon obtaining possession of the Collateral as set forth herein, without notice to the Company, except as specified below, sell the Collateral or any part thereof in one or more parcels at public or private sale, at any exchange, broker's board or at any of the Trustee's offices or elsewhere, for cash, on credit or for future delivery, and upon such other terms as the Trustee may deem commercially reasonable. The Company acknowledges and agrees that any such 66 private sale may result in prices and other terms less favorable to the seller than if such a sale were a public sale. The Company agrees that, to the extent notice of sale shall be required by law, at least 10 days' notice to the Company of the time and place of any public sale or the time after which any private sale is to be made shall constitute reasonable notification. The Trustee shall not be obligated to make any sale regardless of notice of sale having been given. The Trustee may adjourn any public or private sale from time to time by announcement at the time and place fixed therefor, and such sale may, without further notice, be made at the time and place to which it was so adjourned. Any cash that is Collateral held by the Trustee and all cash proceeds received by the Trustee in respect of any sale of, collection from, or other realization upon all or any part of the Collateral shall be applied (unless otherwise provided for in the Collateral Documents) in accordance with Section 6.10 hereof, or as the Holders of the Senior Notes shall direct pursuant to Section 6.5 hereof. Any surplus of such cash or cash proceeds held by the Trustee and remaining after payment in full of all the obligations shall be paid over to the Company or to whomsoever may be lawfully entitled to receive such surplus or as a court of competent jurisdiction may direct. Section 10.9 TERMINATION OF SECURITY INTEREST. Upon the payment in full of all Obligations of the Company under this Indenture and the Senior Notes, or upon Legal Defeasance or Covenant Defeasance, the Trustee shall, at the request of the Company, deliver a certificate to the Collateral Agent and the Mortgage Indenture Trustee stating that such Obligations have been paid in full, and instruct the Collateral Agent and the Mortgage Indenture Trustee to release the Liens pursuant to this Indenture and the Collateral Documents. Section 10.10 COOPERATION OF TRUSTEE. In the event the Company or any Guarantor pledges or grants to the Trustee a security interest in additional Collateral, the Trustee shall cooperate with the Company or such Guarantor in reasonably and promptly agreeing to the form of, and executing as required, any instruments or documents necessary to make effective the security interest in the Collateral to be so pledged. To the extent practicable, the terms of any security agreement or other instrument or document necessitated by any such pledge shall be comparable to the provisions of the existing relevant Collateral Documents. Subject to, and in accordance with the requirements of this Article 10 and the terms of the Collateral Documents, in the event that the Company or any Guarantor engages in any transaction pursuant to Section 10.3, the Trustee, subject to the provisions of Sections 10.3 and 10.5, shall cooperate with the Company or such Guarantor in order to facilitate such transaction in accordance with any reasonable time schedule proposed by the Company, including by delivering and releasing the Collateral in a prompt and reasonable manner. Section 10.11 COLLATERAL AGENT AND MORTGAGE INDENTURE TRUSTEE. The Collateral Agent or the Mortgage Indenture Trustee may be delegated any one or more of the duties or rights of the Trustee hereunder or under the Collateral Documents or which are specified in any Collateral Documents, including without limitation, the right to hold any Collateral in the name of, registered to, or in the physical possession of, such Collateral Agent or Mortgage Indenture Trustee, as the case may be, for the ratable benefit of the Holders of the Senior Notes and the holders from time to time of Senior Indebtedness. Each such Collateral Agent or Mortgage Indenture Trustee shall 67 have such rights and duties as may be specified in the Collateral Trust Agreement or Mortgage Indenture, as the case may be. Section 10.12 COLLATERAL TRUST AGREEMENT AND MORTGAGE INDENTURE. The Company, the Trustee and the Collateral Agent are entering into the Collateral Trust Agreement and the Company and the Mortgage Indenture Trustee are entering into the Mortgage Indenture each of which sets forth the relative rights of the Trustee and the Holders, on the one hand, and the holders of the Senior Indebtedness, on the other hand, as to the priority of payment of the Senior Indebtedness over the Senior Notes and related obligations in certain circumstances. As among the Holders, the Collateral shall be held for the equal and ratable benefit of such Holders without preference, priority or distinction of any thereof over any other. The terms of this Indenture and the Collateral Documents will be subject to the terms of such Collateral Trust Agreement and Mortgage Indenture and each Holder, by accepting a Senior Note, agrees to all of the terms and provisions of such Collateral Trust Agreement and Mortgage Indenture, as the same may be amended from time to time pursuant to the provisions thereof and this Indenture. Without limiting the foregoing, each Holder, by accepting a Senior Note, acknowledges and agrees that its rights to payment of the obligations evidenced by the Senior Notes and the Guarantees may be subject to the terms of any such Collateral Trust Agreement and Mortgage Indenture and agrees that the Trustee is hereby irrevocably authorized and directed to execute, deliver and perform such Collateral Trust Agreement and Mortgage Indenture, in accordance with their respective terms. The Trustee agrees that in the event of any conflict between this Indenture and the Collateral Trust Agreement or the Mortgage Indenture, the provisions of such Collateral Trust Agreement or Mortgage Indenture shall control; provided, that no provision of such Collateral Trust Agreement or Mortgage Indenture shall be deemed to limit or subordinate the Trustee's right to compensation, fees, expenses or indemnities under this Indenture, or the Trustee's right to require Officers' Certificates or Opinions of Counsel in accordance with the provisions of this Indenture. The provisions of this Section shall be expressly for the benefit of the holders of the Senior Indebtedness and may not be amended without the consent of the holders of a majority in principal amount thereof (without thereby limiting any other provisions of this Indenture or elsewhere provided for their benefit). ARTICLE 11 GUARANTEE OF SENIOR NOTES Section 11.1 GUARANTEE. Subject to the provisions of this Article 11, each Guarantor hereby jointly and severally unconditionally and irrevocably guarantees to each Holder and to the Trustee, on behalf of the Holders, (i) the due and punctual payment of the principal of, premium, if any, and interest (including Additional Interest) on each Senior Note, when and as the same shall become due and payable, whether at maturity, by acceleration or otherwise, the due and punctual payment of interest on the overdue principal of, and premium, if any, and interest on the Senior Notes, to the extent lawful, and the due and punctual performance of all other Obligations of the Company to the Holders or the Trustee all in accordance with the terms of such Senior Note and this Indenture, and (ii) in the case of any extension of time of payment or renewal of any Senior Notes or any of such other Obligations, that the same will be promptly paid in full when due or performed in accordance with the terms of the extension 68 or renewal, at stated maturity, by acceleration or otherwise. Each Guarantor, by execution of the Guarantee, agrees that its obligations thereunder and hereunder shall be absolute and unconditional, irrespective of, and shall be unaffected by, any invalidity, irregularity or unenforceability of any such Senior Note or this Indenture, any failure to enforce the provisions of any such Senior Note or this Indenture, any waiver, modification or indulgence granted to the Company with respect thereto by the Holder of such Senior Note or the Trustee, or any other circumstances which may otherwise constitute a legal or equitable discharge of a surety or such Guarantor. Each Guarantor, by execution of the Guarantee, waives diligence, presentment, demand of payment, filing of claims with a court in the event of merger or bankruptcy of the Company, any right to require a proceeding first against the Company, protest or notice with respect to any such Senior Note or the Indebtedness evidenced thereby and all demands whatsoever, and covenants that the Guarantee will not be discharged as to any such Senior Note except by payment in full of the principal thereof, premium if any, and interest thereon and as provided in Section 9.1 hereof. If any Holder or the Trustee is required by any court or otherwise to return to the Company or any Guarantor or any Custodian, trustee, liquidator or other similar official acting in relation to either the Company or any Guarantor, any amount paid by either the Company or any Guarantor to the Holder or Trustee, each Guarantor's Guarantee, to the extent therefor discharged, shall be reinstated in full force and effect. Each Guarantor, by execution of the Guarantee, further agrees that, as between such Guarantor, on the one hand, and the Holders and the Trustee, on the other hand, (i) the maturity of the Obligations guaranteed by the Guarantee may be accelerated as provided in Article 6 hereof for the purposes of the Guarantee, notwithstanding any stay, injunction or other prohibition preventing such acceleration in respect of the Obligations guaranteed thereby, and (ii) in the event of any declaration of acceleration of such Obligations as provided in Article 6 hereof, such Obligations (whether or not due and payable) shall forthwith become due and payable by each Guarantor for the purpose of the Guarantee. In addition, without limiting the foregoing provisions, upon the effectiveness of an acceleration under Article 6 hereof, the Trustee shall promptly make a demand for payment on the Senior Notes under any Guarantee provided for in this Article 11 and not discharged. Failure to make such demand shall not affect the validity or enforceability of the Guarantee upon any Guarantor. A Guarantee shall not be valid or become obligatory for any purpose with respect to a Senior Note unless the certificate of authentication on such Senior Note shall have been signed by or on behalf of the Trustee. Each Guarantor also agrees to pay any and all costs and expenses (including reasonable attorney's fees) incurred by the Trustee as a representative of any Holder in enforcing any rights under this section. Section 11.2 EXECUTION AND DELIVERY OF GUARANTEES. To further evidence the Guarantee set forth in this Article 11, each Guarantor shall execute a Guarantee in the form included as part of Exhibit A hereto and hereby agrees that a notation of such Guarantee shall be placed on each Senior Note authenticated and made available for delivery by the Trustee and that this Guarantee shall be executed on behalf of each Guarantor by the manual or facsimile signature of an Officer of each Guarantor. 69 Each Guarantor hereby agrees that the Guarantee set forth in Section 11.1 shall remain in full force and effect notwithstanding any failure to endorse on each Senior Note a notation of such Guarantee. If an Officer of a Guarantor whose signature is on the Guarantee no longer holds that office at the time the Trustee authenticates the Senior Note on which the Guarantee is endorsed, the Guarantee shall be valid nevertheless. The delivery of any Senior Note by the Trustee, after the authentication thereof hereunder, shall constitute due delivery of the Guarantee set forth in this Indenture on behalf of each Guarantor. Section 11.3 LIMITATION OF GUARANTEE. The obligations of each Guarantor will be limited to the maximum amount as will, after giving effect to all other contingent and fixed liabilities of such Guarantor and after giving effect to any collections from or payments made by or on behalf of any other Guarantor in respect of the obligations of such other Guarantor under its Guarantee or pursuant to its contribution obligations under this Indenture, result in the obligations of such Guarantor under the Guarantee not constituting a fraudulent conveyance or fraudulent transfer under Federal or state law. Each Guarantor that makes a payment or distribution under a Guarantee shall be entitled to a contribution from each other Guarantor in a pro rata amount based on the Adjusted Net Assets of each Guarantor. Section 11.4 RELEASE OF GUARANTOR. A Guarantor shall be released from all of its obligations under its Guarantee if: (i) the Guarantor has sold all or substantially all of its assets or the Company and its Subsidiaries have sold all of the Equity Interests of the Guarantor owned by them, in each case in a transaction in compliance with Sections 4.8 and 5.1 hereof to the extent applicable; or (ii) the Guarantor merges with or into or consolidates with, or transfers all or substantially all of its assets to, the Company or another Guarantor in a transaction in compliance with Section 5.1 hereof; and in each such case, the Company has delivered to the Trustee an Officers' Certificate and an Opinion of Counsel, each stating that all conditions precedent herein provided for relating to such transactions have been complied with. At the written request of the Company, the Trustee will promptly execute and deliver appropriate instruments in forms reasonably acceptable to the Company evidencing and further implementing any releases or discharges pursuant to the foregoing provisions. 70 11.5 ADDITIONAL GUARANTORS. The Company covenants and agrees that it will cause any Person which becomes obligated to guarantee the Senior Notes pursuant to the terms of Section 4.12 hereof, to execute a Guarantee satisfactory in form and substance to the Trustee pursuant to which such Person shall guarantee the obligations of the Company under the Senior Notes and this Indenture in accordance with this Article 11 with the same effect and to the same extent as if such Person had been named herein as a Guarantor. Notwithstanding the foregoing, if such Person is a Subsidiary incorporated in a jurisdiction other than the United States, and if and to the extent that the execution of a Guarantee by such Person would have adverse tax consequences for the Company or any of its Subsidiaries, the Company shall not be obligated to cause such Person to execute a Guarantee, provided that the Company shall cause 65% (or such other greater or lesser percentage which as a result of a change of law may be pledged without resulting in adverse tax consequences) of the issued and outstanding shares of stock of such Person to become Collateral as and when received by the Company or by any of its Subsidiaries. ARTICLE 12 MISCELLANEOUS Section 12.1 TRUST INDENTURE ACT CONTROLS. If any provision of this Indenture limits, qualifies or conflicts with another provision which is required to be included in this Indenture by the TIA, the required provision shall control. Section 12.2 NOTICES. Any notice or communication shall be given in writing and delivered in person, sent by facsimile, delivered by commercial courier service or mailed by first-class mail, postage prepaid, addressed as follows: If to the Company or any Guarantor: Genesis Health Venture, Inc. 148 West State Street Kennett Square, Pennsylvania 19348 Attention: Michael R. Walker, Chairman and Chief Executive Officer If to the Trustee: [--------------------] Such notices or communications shall be effective when received and shall be sufficiently given if so given within the time prescribed in this Indenture. 71 The Company, any Guarantors or the Trustee by written notice to the others may designate additional or different addresses for subsequent notices or communications. Any notice or communication mailed to a Holder shall be mailed to him by first-class mail, postage prepaid, at his address shown on the register kept by the Registrar. If a notice or communication to a Holder is mailed in the manner provided above, it shall be deemed duly given on the date so deposited in the mail, whether or not the addressee receives it. Failure to mail a notice or communication to a Holder or any defect in it shall not affect its sufficiency with respect to other Holders. In case, by reason of the suspension of regular mail service, or by reason of any other cause, it shall be impossible to mail any notice as required by this Indenture, then such method of notification as shall be made with the approval of the Trustee shall constitute a sufficient mailing of such notice. Section 12.3 COMMUNICATIONS BY HOLDERS WITH OTHER HOLDERS. Holders may communicate pursuant to TIA Section 312(b) with other Holders with respect to their rights under this Indenture or the Senior Notes. The Company, the Guarantors, the Trustee, the Registrar and anyone else shall have the protection of TIA Section 312(c). Section 12.4 CERTIFICATE AND OPINION AS TO CONDITIONS PRECEDENT. Upon any request or application by the Company or any Guarantor to the Trustee to take any action under this Indenture, the Company shall furnish to the Trustee: (1) an Officers' Certificate (which shall include the statements set forth in Section 12.5 below) in form and substance reasonably satisfactory to the Trustee stating that, in the opinion of the signers, all conditions precedent, if any, provided for in this Indenture relating to the proposed action have been complied with; (2) an Opinion of Counsel (which shall include the statements set forth in Section 12.5 below) in form and substance reasonably satisfactory to the Trustee stating that, in the opinion of such counsel, all such conditions precedent have been complied with; and (3) where applicable, a certificate or opinion by an independent certified public accountant satisfactory to the Trustee that complies with TIA Section 314(c). Section 12.5 STATEMENTS REQUIRED IN CERTIFICATE AND OPINION. Each certificate and opinion with respect to compliance with a condition or covenant Provided for in this Indenture shall include: (1) a statement that the Person making such certificate or opinion has read such covenant or condition; 72 (2) a brief statement as to the nature and scope of the examination or investigation upon which the statements or opinions contained in such certificate or opinion are based; (3) a statement that, in the opinion of such Person, it or he has made such examination or investigation as is necessary to enable it or him to express an informed opinion as to whether or not such covenant or condition has been complied with; and (4) a statement as to whether or not, in the opinion of such Person, such covenant or condition has been complied with. Section 12.6 WHEN TREASURY SENIOR NOTES DISREGARDED. In determining whether the Holders of the required aggregate principal amount of Senior Notes have concurred in any direction, waiver or consent, Senior Notes owned by the Company, any Guarantor or any other obligor on the Senior Notes or by any Affiliate of any of them shall be disregarded as though they were not outstanding, except that for the purposes of determining whether the Trustee shall be protected in relying on any such direction, waiver or consent, only Senior Notes which the Trustee actually knows are so owned shall be so disregarded. Senior Notes so owned which have been pledged in good faith shall not be disregarded if the pledgee establishes to the satisfaction of the Trustee the pledgee's right so to act with respect to the Senior Notes and that the pledgee is not the Company, a Guarantor or any other obligor upon the Senior Notes or any Affiliate of any of them. Section 12.7 RULES BY TRUSTEE AND AGENTS. The Trustee may make reasonable rules for action by or meetings of Holders. The Registrar and Paying Agent may make reasonable rules for their functions. Section 12.8 BUSINESS DAYS; LEGAL HOLIDAYS. A "Business Day" is a day that is not a Legal Holiday. A "Legal Holiday" is a Saturday, a Sunday, a federally-recognized holiday or a day on which banking institutions are not required to be open in the State of New York. If a payment date is a Legal Holiday at a place of payment, payment may be made at that place on the next succeeding day that is not a Legal Holiday, and no interest shall accrue for the intervening period. Section 12.9 GOVERNING LAW. THIS INDENTURE AND THE SENIOR NOTES SHALL BE GOVERNED BY AND CONSTRUED IN ACCORDANCE WITH THE LAWS OF THE STATE OF NEW YORK, AS APPLIED TO CONTRACTS MADE AND PERFORMED WITHIN THE STATE OF NEW YORK, WITHOUT REGARD TO PRINCIPLES OF CONFLICTS OF LAW. EACH OF THE PARTIES HERETO AGREES TO SUBMIT TO THE JURISDICTION OF THE COURTS OF THE STATE OF NEW YORK IN ANY ACTION OR PROCEEDING ARISING OUT OF OR RELATING TO THIS INDENTURE OR THE SENIOR NOTES. 73 Section 12.10 NO ADVERSE INTERPRETATION OF OTHER AGREEMENTS. This Indenture may not be used to interpret another indenture, loan, security or debt agreement of the Company or any Subsidiary thereof. No such indenture, loan, security or debt agreement may be used to interpret this Indenture. Section 12.11 NO RECOURSE AGAINST OTHERS. No recourse for the payment of the principal of or premium, if any, or interest on any of the Senior Notes, or for any claim based thereon or otherwise in respect thereof, and no recourse under or upon any obligation, covenant or agreement of the Company or any Guarantor in this Indenture or in any supplemental indenture, or in any of the Senior Notes, or because of the creation of any Indebtedness represented thereby, shall be had against any stockholder, officer, director, partner, affiliate, beneficiary or employee, as such, past, present or future, of the Company or of any successor corporation or against the property or assets of any such stockholder, officer, employee, partner, affiliate, beneficiary or director, either directly or through the Company or any Guarantor, or any successor corporation thereof, whether by virtue of any constitution, statute or rule of law, or by the enforcement of any assessment or penalty or otherwise; it being expressly understood that this Indenture and the Senior Notes are solely obligations of the Company and the Guarantors, and that no such personal liability whatever shall attach to, or is or shall be incurred by, any stockholder, officer, employee, partner, affiliate, beneficiary or director, as such, of the Company or any Guarantor, or any successor corporation thereof, because of the creation of the indebtedness hereby authorized, or under or by reason of the obligations, covenants or agreements contained in this Indenture or the Senior Notes or implied therefrom, and that any and all such personal liability of, and any and all claims against every stockholder, officer, employee, partner, affiliate, beneficiary and director, as such, are hereby expressly waived and released as a condition of, and as a consideration for, the execution of this Indenture and the issuance of the Senior Notes. It is understood that this limitation on recourse is made expressly for the benefit of any such shareholder, employee, officer, partner, affiliate, beneficiary or director and may be enforced by any one or all of them. Section 12.12 SUCCESSORS. All agreements of the Company and the Guarantors in this Indenture and the Senior Notes shall bind their respective successors. All agreements of the Trustee, any additional trustee and any Paying Agents in this Indenture shall bind their respective successors. Section 12.13 MULTIPLE COUNTERPARTS. The parties may sign multiple counterparts of this Indenture. Each signed counterpart shall be deemed an original, but all of them together represent one and the same agreement. Section 12.14 TABLE OF CONTENTS, HEADINGS, ETC. The table of contents, cross-reference sheet and headings of the Articles and Sections of this Indenture have been inserted for convenience of reference only, are not to be considered a part hereof, and shall in no way modify or restrict any of the terms or provisions hereof. 74 12.15 SEPARABILITY. Each provision of this Indenture shall be considered separable and if for any reason any provision which is not essential to the effectuation of the basic purpose of this Indenture or the Senior Notes shall be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired thereby. SIGNATURE PAGE TO FOLLOW 75 IN WITNESS WHEREOF, the parties have caused this Indenture to be duly executed, and the Company's corporate seal to be hereunto affixed and attested, all as of the date and year first written above. GENESIS HEALTH VENTURES, INC. By: ------------------------------------------ Name: Title: [SUB 1] By: ------------------------------------------ Name: Title: [SUB 2] By: ------------------------------------------ Name: Title: [SUB 3] By: ------------------------------------------ Name: Title: [SUB 4] By: ------------------------------------------ Name: Title: [SUB 5] By: ------------------------------------------ Name: Title: 76 EXHIBIT A FORM OF NOTATION ON SENIOR NOTE RELATING TO GUARANTEE GUARANTEE Each guarantor (each a "Guarantor" and collectively the "Guarantors" including any successor Person under the Indenture) has unconditionally guaranteed, jointly and severally, to the extent set forth in the Indenture and subject to the provisions of the Indenture, (a) the due and punctual payment of the principal of, premium, if any and interest on the Senior Notes, whether at maturity, by acceleration or otherwise, the due and punctual payment of interest on overdue principal, and, to the extent permitted by law, interest, and the due and punctual performance of all other obligations of the Company to the Noteholders or the Trustee all in accordance with the terms set forth in Article 11 of the Indenture, and (b) in case of any extension of time of payment or renewal of any Senior Notes or any of such other obligations, that the same will be promptly paid in full when due or performed in accordance with the terms of the extension or renewal, whether at stated maturity, by acceleration or otherwise. The obligations of the Guarantor to the Holders and to the Trustee pursuant to this Guarantee and the Indenture are expressly set forth in Article 11 of the Indenture and reference is hereby made to the Indenture for the precise terms and limitations of this Guarantee. [LIST OF SUBSIDIARIES] A-1 EXHIBIT B FORM OF NOTE (FACE OF NOTE) NUMBER __________ AMOUNT __________ CUSIP NUMBER ------------- GENESIS HEALTH VENTURES, INC. SECOND PRIORITY SECURED NOTES DUE 2007 THE PRINCIPAL OF THIS NOTE IS PAYABLE IN PART OR IN WHOLE PRIOR TO MATURITY AS SET FORTH BELOW. ACCORDINGLY, THE OUTSTANDING PRINCIPAL AMOUNT OF THIS NOTE AT ANY TIME MAY BE LESS THAN THE AMOUNT SHOWN ON THE FACE HEREOF. Genesis Health Ventures Inc., a Pennsylvania corporation (the "Company", which term includes any successor corporation), for value received promises to pay to __________________or registered assigns, the principal sum of ____ Million Dollars ($_______), on ________. Interest Payment Dates: March 15, June 15, September 15 and December 15, commencing December 15, 2001. Record Dates: March 1, June 1, September 1, December 1. Reference is made to the further provisions of this Senior Note contained herein, which will for all purposes have the same effect as if set forth at this place. IN WITNESS WHEREOF, the Company has caused this Senior Note to be signed manually or by facsimile by its duly authorized officers. GENESIS HEALTH VENTURES INC. By: ------------------------------------- Name: Title: B-1 Certificate of Authentication: This is one of the Second Priority Secured Notes due 2007 referred to in the within-mentioned Indenture Dated: __________________ as Trustee By: ____________________________ Authorized Signatory B-2 (REVERSE SIDE) GENESIS HEALTH VENTURES, INC. SECOND PRIORITY SECURED NOTES DUE 2007 INTEREST. (a) Genesis Health Ventures, Inc., a Pennsylvania corporation (the "Company"), promises to pay interest on the principal amount of the Senior Notes at the rate per annum, reset quarterly, equal to 3-month LIBOR (as defined below), plus 500 basis points, from the most recent date to which interest has been paid or duly provided for or, if no interest has been paid or duly provided for, from the Issue Date, until the principal thereof becomes due and payable, and on any overdue principal and (without duplication and to the extent that payment of such interest is enforceable under applicable law) on any overdue installment of interest at the same interest rate per annum, compounded quarterly, payable quarterly in arrears on March 15, June 15, September 15 and December 15 of each year, commencing December 15, 2001 (each, an "Interest Payment Date"), to the person in whose name the Senior Notes are registered at the close of business on the regular record date for such interest installment, which shall be the first day of the month in which the relevant Interest Payment Date falls. (b) The interest rate on the Senior Notes for each quarter (or other period for which interest is payable) will be determined on the Determination Date (as defined below) for such quarter (or other period for which interest is payable) and will be a per annum rate reset quarterly equal to 3-month LIBOR (determined as set forth below) plus 500 basis points, and will be effective as of the first day of such quarter (or other period for which interest is payable). (c) On each Determination Date, the Calculation Agent will calculate the interest rate, based on 3-month LIBOR, for each interest period commencing on the second London Banking Day immediately following such Determination Date. "3-month LIBOR" means, with respect to an interest period relating to a Distribution Date, the London interbank offered rate for three-month, Eurodollar deposits determined in the following order of priority: (i) the rate (expressed as a percentage per annum) for Eurodollar deposits having a three-month maturity that appears on Telerate Page 3750 as of 11:00 a.m. (London time) on the related Determination Date); (ii) if such rate does not appear on Telerate Page 3750 as of 11:00 a.m. (London time) on the related Determination Date, 3-month LIBOR will be the arithmetic mean of the rates (expressed as percentages per annum) for Eurodollar deposits having a three-month maturity that appear on Reuters Monitor Money Rates Page LIBO ("Reuters Page LIBO") as of 11:00 a.m. (London time) on such Determination Date; (iii) if such rate does not appear on Reuters Page LIBO as of 11:00 a.m. (London time) on the related Determination Date, the Calculation Agent will request the principal London offices of four leading banks in the B-3 London interbank market to provide such banks' offered quotations (expressed as percentages per annum) to prime banks in the London interbank market for Eurodollar deposits having a three-month maturity as of 11:00 a.m. (London time) on such Determination Date. If at least two quotations are provided, 3-month LIBOR will be the arithmetic mean of such quotations; (iv) if fewer than two such quotations are provided as requested in clause (iii) above, the Calculation Agent will request four major New York City banks to provide such banks' offered quotations (expressed as percentages per annum) to leading European banks for loans in Eurodollars as of 11:00 a.m. (London time) on such Determination Date. If at least two such quotations are provided, 3-month LIBOR will be the arithmetic mean of such quotations; and (v) if fewer than two such quotations are provided as requested in clause (iv) above, 3-month LIBOR will be 3-month LIBOR determined with respect to the interest period immediately preceding such current interest period. If the rate for Eurodollar deposits having a three-month maturity that initially appears on Telerate Page 3750 or Reuters Page LIBO, as the case may be, as of 11:00 a.m. (London time) on the related Determination Date is superceded on Telerate Page 3750 or Reuters Page LIBO, as the case may be, by a corrected rate before 12:00 noon (London time) on such Determination Date, the corrected rate as so substituted on the applicable page will be the applicable 3-month LIBOR for such Determination Date. As used herein: "Calculation Agent" means _________________. "Determination Date" means the date that is two London Banking Days preceding the first day of any quarter or other period for which an interest payment will be payable. "London Banking Day" means a day on which dealings in deposits in U.S. dollars are transacted in the London interbank market. "Telerate Page 3750" means the display designated as "Page 3750" on the Dow Jones Telerate Service (or such other page as may replace Page 3750 on that service or such other service or services as may be nominated by the British Bankers' Association as the information vendor for the purpose of displaying London interbank offered rates for U.S. dollar deposits). (d) All percentages resulting from any calculations on the Senior Notes will be rounded, if necessary, to the nearest one hundred-thousandth of a percentage point, with five one-millionths of a percentage point rounded upward (e.g., 9.876545% (or .09876545) being rounded to 9.87655% (or .09876555)), and all dollar amounts used in or resulting from such calculation will be rounded to the nearest cent (with one-half cent being rounded upward). (e) On the Determination Date, the Calculation Agent shall notify the Company and the Paying Agent of the applicable interest rate in effect for the related interest rate period. The Calculation Agent shall, upon the request of a holder of Senior Notes, provide the interest rate then in effect. All calculations made by the Calculation Agent in the absence of B-4 manifest error shall be conclusive for all purposes and binding on the Company and the holders of the Senior Notes. (f) The amount of interest payable on any Interest Payment Date shall be computed on the basis of the actual number of days elapsed and a 360-day year. 2. METHOD OF PAYMENT. The Company will pay interest on this Senior Note provided for in Paragraph 1 above (except defaulted interest) to the person who is the registered Holder of this Note at the close of business on the first day of the month in which the relevant Interest Payment date falls (whether or not such day is a Business Day). The Holder must surrender this Note to a Paying Agent to collect principal payments due on the Maturity Date. The Company will pay principal, premium, if any, and interest in money of the United States that at the time of payment is legal tender for payment of public and private debts; provided, however, that the Company may pay principal, premium, if any, and interest by check payable in such money. It may mail an interest check to the Holder's registered address. Notwithstanding the foregoing, all payments with respect to the Senior Notes, the Holders of which have given wire transfer instructions to the Paying Agent on or before the relevant record date, shall be made by wire transfer of immediately available funds to the accounts specified by such Holders. 3. PAYING AGENT AND REGISTRAR. Initially, _________________ (the "Trustee"), will act as Paying Agent and Registrar. The Company may change any Paying Agent or Registrar without notice to the Holders of the Senior Notes. Neither the Company nor any of its Subsidiaries or Affiliates may act as Paying Agent but may act as registrar or co-registrar. 4. INDENTURE AND COLLATERAL DOCUMENTS. The Company issued this Senior Note under an Indenture dated as of ____________, 2001 (as such may be amended, supplemented, waived and modified from time to time, the "Indenture") by and among the Company, the Guarantors party thereto and the Trustee. The terms of this Senior Note include those stated in the Indenture and those made part of the Indenture by reference to the Trust Indenture Act of 1939 as in effect on the date of the Indenture. This Senior Note is subject to all such terms, and the Holder of this Senior Note is referred to the Indenture and said Trust Indenture Act for a statement of them. The terms of the Indenture shall govern any inconsistencies between the Indenture and the Senior Notes or the Guarantee. The Senior Notes are secured by certain collateral pursuant to the Collateral Documents and may be released pursuant to the terms thereof, subject to the terms of this Indenture. The Collateral Documents govern the rights in and to the Collateral of the holders from time to time of Senior Indebtedness and of the Trustee and the Holders. All capitalized terms in this Senior Note, unless otherwise defined, have the meanings assigned to them by the Indenture. The Senior Notes are secured obligations of the Company of up to $242,605,000 in aggregate principal amount, subject to adjustment as provided in the Indenture. The Indenture imposes certain restrictions on, among other things, the Company's ability to consolidate or merge with or into, or to transfer all or substantially all of its assets to, another person. B-5 5. OPTIONAL REDEMPTION. Subject to the terms of Section 3.7 of the Indenture, the Company may redeem the Senior Notes, in whole or in part, at a redemption price equal to 100% of the principal amount thereof, together with accrued and unpaid interest to the Redemption Date. 6. NOTICE OF REDEMPTION. Notice of redemption will be mailed via first class mail at least 15 days but not more than 30 days prior to the Redemption Date to each Holder of Senior Notes to be redeemed at its registered address as it shall appear on the register of the Senior Notes maintained by the Registrar. On and after any Redemption Date, interest will cease to accrue on the Senior Notes or portions thereof called for redemption unless the Company shall default in making the redemption payment thereon. 7. GUARANTEE. Payment of principal of, premium, if any, and interest (including interest on overdue principal and overdue interest (if lawful)) on the Senior Notes and all other obligations of the Company to the Holders will be unconditionally guaranteed by the Guarantors pursuant to, and subject to the terms of, Article 11 of the Indenture. 8. COLLATERAL TRUST AGREEMENT AND MORTGAGE INDENTURE. Each of the Collateral Trust Agreement and the Mortgage Indenture sets forth the relative rights of the Trustee and the Holders, on the one hand, and the holders of the Senior Indebtedness, on the other hand, as to the priority of payment of the Senior Indebtedness over the Senior Notes and related obligations in certain circumstances. The terms of the Senior Notes are subject to the terms of the Collateral Trust Agreement and the Mortgage Indenture and each Holder, by accepting this Senior Note, agrees to all of the terms and provisions of the Collateral Trust Agreement and the Mortgage Indenture, as the same may be amended from time to time pursuant to the provisions thereof and this Indenture. Without limiting the foregoing, each Holder, by accepting this Senior Note, acknowledges and agrees that its rights to payment of the obligations evidenced by the Senior Notes and the Guarantees are subject to the terms of the Collateral Trust Agreement and the Mortgage Indenture, and authorizes the Trustee to give effect thereto and appoints the Trustee as attorney in fact for such purpose. 9. DENOMINATIONS, TRANSFER, EXCHANGE. The Senior Notes are in registered form without coupons in denominations of $100 and integral multiples thereof. A Holder may register the transfer or exchange of Senior Notes in accordance with the Indenture. The Registrar may require a Holder, among other things, to furnish appropriate endorsements and transfer documents and to pay any taxes and fees required by law or permitted by the Indenture. The Registrar need not register the transfer of or exchange any Senior Note selected for redemption or register the transfer of or exchange any Senior Note for a period of 15 days before a selection of Senior Notes to be redeemed or any Senior Note after it is called for redemption in whole or in part, except the unredeemed portion of any Senior Note being redeemed in part. B-6 10. PERSONS DEEMED OWNERS. The registered Holder of this Senior Note may be treated as the owner of it for all purposes. 11. UNCLAIMED MONEY. If money for the payment of principal, premium or interest on any Senior Note remains unclaimed for two years, the Trustee or Paying Agent will pay the money back to the Company at its request. After that, Holders entitled to money must look to the Company for payment as general creditors unless an "abandoned property" law designates another person. 12. AMENDMENT, SUPPLEMENT AND WAIVER. Subject to certain exceptions, the Indenture, the Senior Notes, the Guarantees or the Collateral Documents may be modified, amended or supplemented by the Company, the Guarantors and the Trustee with the consent of the Holders of at least a majority in principal amount of the Senior Notes then outstanding and any existing default or compliance with any provision may be waived in a particular instance with the consent of the Holders of a majority in principal amount of the Senior Notes then outstanding. Without the consent of Holders, the Company, the Guarantors and the Trustee may amend the Indenture, the Senior Notes, the Guarantees or the Collateral Documents or supplement the Indenture for certain specified purposes, including providing for uncertificated Senior Notes in addition to certificated Senior Notes, and curing any ambiguity, defect or inconsistency, or making any other change that does not materially and adversely affect the rights of any Holder, or to comply with the requirements of the SEC in order to effect or maintain the qualification of the Indenture under the Trust Indenture Act to enter into additional or supplemental Collateral Documents, to adjust the principal amount of the Senior Notes issued pursuant to the Indenture and to otherwise comply with the terms of the Plan of Reorganization (as defined in the Indenture). 13. SUCCESSOR ENTITY. When a successor corporation assumes all the obligations of its predecessor under the Senior Notes and the Indenture and immediately before and thereafter no Default exists and certain other conditions are satisfied, the predecessor corporation will be released from those obligations. 14. DEFAULTS AND REMEDIES. Events of Default are set forth in the Indenture. If an Event of Default (other than an Event of Default pursuant to Section 6.1(7) or (8) of the Indenture) occurs and is continuing, the Trustee by notice to the Company, or the Holders of not less than 25% in aggregate principal amount of the Senior Notes then outstanding by written notice to the Company and the Trustee, may declare to be immediately due and payable the entire principal amount of all the Senior Notes then outstanding plus accrued but unpaid interest to the date of acceleration and such amounts shall become immediately due and payable. In case an Event of Default specified in Section 6.1(7) or (8) of the Indenture occurs, such principal amount, together with premium, if any, and interest with respect to all of the Senior Notes, shall be due and payable immediately without any declaration or other act on the part of the Trustee or the Holders of the Notes. B-7 The Trustee may withhold from Holders notice of any continuing default (except a default in payment of principal, premium, if any, or interest) if it determines that withholding notice is in their interests. 15. TRUSTEE DEALINGS WITH THE COMPANY. The Trustee under the Indenture, in its individual or any other capacity, may make loans to, accept deposits from, and perform services for the Company, any Guarantor or their Affiliates, and may otherwise deal with the Company, any Guarantor or their Affiliates, as if it were not Trustee. 16. NO RECOURSE AGAINST OTHERS. As more fully described in the Indenture, a director, officer, employee, partner, affiliate, beneficiary or stockholder, as such, of the Company or any Guarantor shall not have any liability for any obligations of the Company or any Guarantor under the Senior Notes or the Indenture or for any claim based on, in respect or by reason of, such obligations or their creation. The Holder of this Senior Note by accepting this Senior Note waives and releases all such liability. The waiver and release are part of the consideration for the issuance of this Senior Note. 17. DEFEASANCE AND COVENANT DEFEASANCE. The Indenture contains provisions for defeasance of the entire indebtedness on this Senior Note and for defeasance of certain covenants in the Indenture upon compliance by the Company with certain conditions set forth in the Indenture. 18. ABBREVIATIONS. Customary abbreviations may be used in the name of a Holder of a Note or an assignee, such as: TEN COM (= tenants in common), TEN ENT (= tenants by the entireties), JT TEN (=joint tenants with right of survivorship and not as tenants in common), CUST (= Custodian), and U/G/M/A (= Uniform Gifts to Minors Act). 19. CUSIP NUMBERS. Pursuant to a recommendation promulgated by the Committee on Uniform Security Identification Procedures, the Company has caused CUSIP numbers to be printed on the Senior Notes and has directed the Trustee to use CUSIP numbers in notices of redemption as a convenience to Holders of the Senior Notes. No representation is made as to the accuracy of such numbers either as printed on the Senior Notes or as contained in any notice of redemption and reliance may be placed only on the other identification numbers placed thereon. 20. GOVERNING LAW. THE INDENTURE AND THE SENIOR NOTES SHALL BE GOVERNED BY AND CONSTRUED IN ACCORDANCE WITH THE LAWS OF THE STATE OF NEW YORK, AS APPLIED TO CONTRACTS MADE AND PERFORMED WITHIN THE STATE OF NEW YORK, WITHOUT REGARD TO PRINCIPLES OF CONFLICTS OF LAW. EACH OF THE PARTIES HERETO AGREES TO SUBMIT TO THE B-8 JURISDICTION OF THE COURTS OF THE STATE OF NEW YORK IN ANY ACTION OR PROCEEDING ARISING OUT OF OR RELATING TO THIS INDENTURE OR THE SENIOR NOTES. THE COMPANY WILL FURNISH TO ANY HOLDER OF A SENIOR NOTE UPON WRITTEN REQUEST AND WITHOUT CHARGE A COPY OF THE INDENTURE. REQUESTS MAY BE MADE TO:________________________________________; ATTENTION: __________________. 21. AUTHENTICATION. This Senior Note shall not be valid until the Trustee manually signs the Certificate of Authentication on the other side of this Senior Note. B-9 ASSIGNMENT I or we assign and transfer this Senior Note to: (Insert assignee's social security or tax I.D. number) -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- (Print or type name, address and zip code of assignee) and irrevocably appoint: -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Agent to transfer this Senior Note on the books of the Company. The Agent may substitute another to act for him. Date: ------------------------------------------------------------- Your Signature: --------------------------------------------------- (Sign exactly as your name appears on the other side of this Note) Signature Guarantee: ---------------------------------------------- B-10 OPTION OF HOLDER TO ELECT PURCHASE If you want to elect to have all or any part of this Senior Note purchased by the Company pursuant to Section 4.9 of the Indenture, check the box: [ ] If you want to have only part of the Senior Note purchased by the Company pursuant to Section 4.9 of the Indenture, state the amount you elect to have purchased: $________ (multiple of $100) Date: _____________________. Your Signature: ________________________________ (Sign exactly as your name appears on the face of this Note) Signature Guaranteed ---------------------------------------------- B-11 EXHIBIT C FORM OF LEGEND FOR GLOBAL NOTES Any Global Security authenticated and delivered hereunder shall bear a legend (which would be in addition to any other legends required in the case of a Restricted Security) in substantially the following form: THIS NOTE IS A GLOBAL NOTE WITHIN THE MEANING OF THE INDENTURE HEREINAFTER REFERRED TO AND IS REGISTERED IN THE NAME OF A DEPOSITORY OR A NOMINEE OF A DEPOSITORY. THIS NOTE IS NOT EXCHANGEABLE FOR NOTES REGISTERED IN THE NAME OF A PERSON OTHER THAN THE DEPOSITORY OR ITS NOMINEE EXCEPT IN THE LIMITED CIRCUMSTANCES DESCRIBED IN THE INDENTURE, AND NO TRANSFER OF THIS NOTE (OTHER THAN A TRANSFER OF THIS NOTE AS A WHOLE BY THE DEPOSITORY TO A NOMINEE OF THE DEPOSITORY OR BY A NOMINEE OF THE DEPOSITORY TO THE DEPOSITORY OR ANOTHER NOMINEE OF THE DEPOSITORY) MAY BE REGISTERED EXCEPT IN THE LIMITED CIRCUMSTANCES DESCRIBED IN THE INDENTURE. UNLESS THIS CERTIFICATE IS PRESENTED BY AN AUTHORIZED REPRESENTATIVE OF THE DEPOSITORY TRUST COMPANY (A NEW YORK CORPORATION) ("DTC") TO THE ISSUER OR ITS AGENT FOR REGISTRATION OF TRANSFER, EXCHANGE, OR PAYMENT, AND ANY CERTIFICATE ISSUED IS REGISTERED IN THE NAME OF CEDE & CO. OR IN SUCH OTHER NAME AS IS REQUESTED BY AN AUTHORIZED REPRESENTATIVE OF DTC (AND ANY PAYMENT IS MADE TO CEDE & CO. OR SUCH OTHER ENTITY AS IS REQUESTED BY AN AUTHORIZED REPRESENTATIVE OF DTC), ANY TRANSFER, PLEDGE OR OTHER USE HEREOF FOR VALUE OR OTHERWISE BY OR TO ANY PERSON IS WRONGFUL INASMUCH AS THE REGISTERED OWNER HEREOF, CEDE & CO., HAS AN INTEREST HEREIN. LOAD-DATE: C-1
EX-99 7 disclosurestatement.txt EXHIBIT T3E-1 EXHIBIT T3E-1 UNITED STATES BANKRUPTCY COURT DISTRICT OF DELAWARE ---------------------------------------------------- x : In re : Chapter 11 Cases No. : GENESIS HEALTH VENTURES INC., et al., : 00-2692 (JHW) : Debtors. : : (Jointly Administered) ---------------------------------------------------- x : In re : Chapter 11 Cases No. : MULTICARE AMC, INC., et al., : 00-2494 (JHW) : Debtors. : : (Jointly Administered) ---------------------------------------------------- x DISCLOSURE STATEMENT FOR DEBTORS' JOINT PLAN OF REORGANIZATION ------------------------------------- WEIL, GOTSHAL & MANGES LLP RICHARDS, LAYTON & FINGER P.A. 767 Fifth Avenue One Rodney Square New York, New York 10153 P.O. Box 551 (212) 310-8000 Wilmington, Delaware 19899 (302) 658-6541 Co-Attorneys for the Genesis Debtors Co-Attorneys for the Genesis Debtors as Debtors and Debtors in Possession as Debtors and Debtors in Possession ================================================================================ WILLKIE FARR & GALLAGHER YOUNG CONAWAY STARGATT & TAYLOR LLP 787 Seventh Avenue 11th Floor, Wilmington Trust Company New York, New York 10019 P.O. Box 391 (212) 728-8000 Wilmington, Delaware 19899-0391 (302) 571-6600 Co-Attorneys for the Multicare Debtors Co-Attorneys for the Multicare Debtors as Debtors and Debtors in Possession as Debtors and Debtors in Possession Dated: July 6, 2001
TABLE OF CONTENTS Page I. Introduction.................................................................3 II. Treatment of Creditors and Shareholders Under the Plan of Reorganization.....5 A. Merger of Genesis and Multicare.......................................5 B. Summary of New Capital Structure of Reorganized Genesis...............6 C. Summary of Classification and Treatment...............................7 D. Allocation of Value Under the Plan of Reorganization..................9 1. Senior Lender Deficiencies....................................10 2. Compromise and Settlement with Unsecured Classes..............11 3. Exceptions to the Liens of the Senior Lenders.................11 E. Description of the Genesis Classes...................................12 1. Genesis Other Secured Claims (Class G1).......................12 2. Genesis Senior Lender Claims (Class G2).......................16 3. Genesis Priority Non-Tax Claims (Class G3)....................19 4. Genesis General Unsecured Claims (Class G4)...................19 5. Genesis Senior Subordinated Note Claims (Class G5)............20 6. Genesis Intercompany Claims (Class G6)........................21 7. Genesis Punitive Damage Claims (Class G7).....................21 8. Genesis Series G Preferred Stock Interests (Class G8).........22 9. Genesis Series H Preferred Stock Interests (Class G9).........22 10. Genesis Series I Preferred Stock Interests (Class G10)........22 11. Genesis Common Stock Interests (Class G11)....................22 F. Description of the Multicare Classes.................................23 1. Multicare Other Secured Claims (Class M1).....................23 2. Multicare Senior Bank Claims (Class M2).......................24 3. Multicare Priority Non-Tax Claims (Class M3)..................25 4. Multicare General Unsecured Claims (Class M4).................25 5. Multicare Senior Subordinated Note Claims (Class M5)..........26 6. Multicare Intercompany Claims (Class M6)......................26 7. Multicare Punitive Damage Claims (Class M7)...................27 8. Multicare Common Stock Equity Interests (Class M8)............27 G. Administrative Expenses for the Genesis Debtors and the Multicare Debtors ...................................................27 i
TABLE OF CONTENTS (continued) Page 1. Debtor in Possession Financing................................28 2. Federal Medicare Claims.......................................28 3. State Medicaid Claims.........................................29 4. Fees and Expenses of Professionals............................29 5. Payments to Employees.........................................29 6. Fees and Expenses of Indenture Trustees.......................29 H. Securities to be Issued Under the Plan of Reorganization.............29 1. New Senior Notes..............................................29 2. New Convertible Preferred Stock...............................30 3. New Common Stock..............................................31 4. New Warrants..................................................31 5. New Multicare Common Stock....................................31 I. Deemed Consolidation of Certain Debtors for Purposes of the Plan.....32 1. Genesis Debtors...............................................32 2. Multicare Debtors.............................................33 3. Proviso.......................................................34 J. Securities Law Matters...............................................34 1. Issuance and Resale of New Securities Under the Plan of Reorganization .......................................35 2. Listing.......................................................37 3. Secondary Stock Offering......................................37 4. Registration Rights...........................................37 K. Settlement and Compromise............................................37 1. Settlement with the Federal Government........................37 2. Settlement Between the Genesis Debtors and the Multicare Debtors ........................................38 L. Reservation of "Cram Down" Rights....................................39 III. Voting Procedures And Requirements..........................................39 A. Vote Required for Acceptance by a Class..............................40 B. Classes Not Entitled to Vote.........................................40 C. Voting...............................................................40 IV. Financial Information, Projections, And Valuation Analyses..................41 A. Introduction.........................................................41 ii
TABLE OF CONTENTS (continued) Page B. The Genesis Debtors..................................................42 1. Operating Performance.........................................42 2. Five Year Projections.........................................44 3. Going Concern Valuation.......................................45 C. The Multicare Debtors................................................47 1. Operating Performance.........................................47 2. Five Year Projections.........................................47 3. Going Concern Valuation.......................................48 D. Reorganized Genesis (Merger of Genesis and Multicare)................50 1. Operating Performance.........................................50 2. Five Year Projections.........................................50 V. Business Description and Reasons for Chapter 11.............................51 A. The Debtors' Businesses..............................................51 1. Relationship Between the Genesis Debtors and the Multicare Debtors ........................................51 2. Pharmacy and Medical Supply Services (Genesis Debtors)........52 3. Inpatient Services (Genesis Debtors and Multicare Debtors)....53 4. Other Services (Genesis Debtors and Multicare Debtors)........53 5. Revenue Sources...............................................54 6. Personnel.....................................................54 B. Events Leading to the Commencement of the Chapter 11 Cases...........55 1. Medicare Reimbursement........................................55 2. Medicaid Reimbursement........................................57 3. Debt Burden...................................................57 C. Prepetition Negotiations.............................................58 D. Pending Litigation and Other Proceedings.............................58 1. The Genesis and Vitalink Actions Against the Manor Care Entities ..........................................58 2. The Vitalink Action Against Omnicare and Heartland............60 3. The Manor Care Action Against Genesis in Delaware.............60 4. The Manor Care Action Against Genesis in Ohio.................60 5. Age Institute.................................................61 6. Qui Tam Suits.................................................61 iii
TABLE OF CONTENTS (continued) Page 7. Personal Injury and Employment Law Litigation.................62 8. Multicare Litigation..........................................63 9. Ordinary Course Litigation....................................63 VI. Significant Events During the Reorganization Cases..........................64 A. Filing and First Day Orders..........................................64 B. Appointment of the Creditors' Committee..............................65 1. Genesis Creditors' Committee..................................65 2. Multicare Creditors' Committee................................66 C. DIP Credit Agreements................................................66 1. Genesis Debtors...............................................66 2. Multicare Debtors.............................................67 D. Cash Collateral Protection...........................................67 1. Genesis Debtors...............................................67 2. Multicare Debtors.............................................68 E. Key Employee and Executive Retention Programs........................68 1. First Retention Program.......................................69 2. Second Retention Program......................................69 F. Claims Process and Bar Date..........................................69 1. Schedules and Statements......................................69 2. Bar Date......................................................70 G. ElderTrust Transactions..............................................70 H. CareFirst Transactions...............................................70 I. Swap Settlement......................................................71 J. Alternative Dispute Resolution Procedures............................71 K. Settlement with the Multicare Debtors................................72 L. Appointment of Fee Auditor...........................................73 M. Motion for Appointment of Trustee in the Multicare Reorganization Cases ................................................73 N. Potential Purchase of Pharmacy Business of Mariner Post-Acute Networks and Mariner Health Group.........................73 VII. Governance of the Reorganized Debtors.......................................74 A. Board of Directors of Reorganized Genesis............................74 B. Senior Management of Reorganized Genesis.............................74 iv
TABLE OF CONTENTS (continued) Page VIII. Other Aspects of the Plan of Reorganization.................................75 A. Analysis of the Proposed Merger of Genesis and Multicare.............75 B. Mechanics of the Merger..............................................76 C. Exit Facility -- Condition Precedent to Effective Date...............76 D. Distributions Under the Plan of Reorganization.......................77 1. Timing and Conditions of Distributions........................77 2. Certain Claims Allowed........................................78 3. Procedures for Treating Disputed Claims Under the Plan of Reorganization ...................................78 E. Treatment of Executory Contracts and Unexpired Leases................79 1. Contracts and Leases Not Expressly Rejected are Assumed.......79 2. Cure of Defaults..............................................80 3. Rejection Claims..............................................80 F. Management Incentive Plan............................................80 G. Releases.............................................................80 H. Effect of Confirmation...............................................81 1. Discharge of Claims and Termination of Equity Interests.......81 2. Indemnification...............................................82 3. Exculpation...................................................82 I. Preservation of Certain Avoidance Actions............................82 J. Miscellaneous Provisions.............................................82 IX. Certain Factors To Be Considered............................................82 A. Certain Bankruptcy Considerations....................................82 B. Risks Relating to the Plan Securities................................83 1. Variances from Projections....................................83 2. Substantial Leverage; Ability to Service Debt.................83 3. Significant Holders...........................................83 4. Lack of Trading Market........................................84 5. Dividend Policies.............................................84 6. Restrictions on Transfer......................................84 C. Risks Associated with the Business...................................84 X. Confirmation of the Plan of Reorganization..................................85 v
TABLE OF CONTENTS (continued) Page A. Confirmation Hearing.................................................85 B. General Requirements of Section 1129.................................86 C. Best Interests Tests.................................................87 D. Liquidation Analyses.................................................88 1. The Genesis Debtors...........................................89 2. Multicare Debtors.............................................94 E. Feasibility..........................................................99 F. Section 1129(b)......................................................99 1. No Unfair Discrimination......................................99 2. Fair and Equitable Test.......................................99 XI. Alternatives to Confirmation and Consummation of the Plan of Reorganization .........................................................101 A. Liquidation Under Chapter 7.........................................101 B. Alternative Plan of Reorganization..................................102 XII. Certain Federal Income Tax Consequences of the Plan of Reorganization......102 A. Consequences to the Debtors.........................................103 1. Cancellation of Debt.........................................103 2. Limitations on Loss Carryforwards and Other Tax Benefits.....104 3. Alternative Minimum Tax......................................107 4. Issuance of the New Senior Notes.............................107 B. Consequences to Holders of Certain Claims...........................108 1. Consequences to All Holders (Including Holders Whose Claims Are Against Any of the Multicare Debtors) Who Receive Cash, New Senior Notes, New Convertible Preferred Stock, New Common Stock, or New Warrants, Other Than Holders of Claims Against Genesis That Constitute "Securities"......................................108 2. Consequences to Holders of Genesis Senior Subordinated Note Claims and Genesis General Unsecured Claims That Constitute "Securities".................................................110 3. Consequences to Holders of Genesis Senior Lender Claims That Constitute "Securities".................................................110 4. Distributions in Discharge of Accrued Interest...............111 5. Market Discount..............................................111 6. Treatment of Distributions on New Convertible Preferred Stock and New Common Stock........................................................112 vi
TABLE OF CONTENTS (continued) Page 7. Subsequent Sale of New Common Stock or New Convertible Preferred Stock .................................114 8. Conversion of New Convertible Preferred Stock................114 9. Redemption of New Convertible Preferred Stock................115 10. Ownership and Disposition of New Warrants....................115 11. Interest and Original Issue Discount on the New Senior Notes.............................................116 12. Information Reporting and Withholding........................116 XIII. Conclusion.................................................................117 vii
GLOSSARY The terms in the following table are used in the Disclosure Statement and Plan of Reorganization. These definitions are summaries. Please refer to the Plan of Reorganization for the complete definitions of these terms. -------------------------------------------------------------------------------- Administrative Any expense relating to the administration of the chapter Expense Claim 11 cases, including actual and necessary costs and expenses of preserving the Debtors' estates and operating the Debtors' businesses, any indebtedness or obligations incurred or assumed during the chapter 11 cases, allowances for compensation and reimbursement of expenses to the extent allowed by the Bankruptcy Court, claims arising under (i) that certain Revolving Credit and Guaranty Agreement, dated as of June 22, 2000, as amended, among Genesis, certain subsidiary Genesis Debtors named therein, Mellon Bank N.A., as administrative agent, and the lenders party thereto, or (ii) that certain Revolving Credit and Guaranty Agreement, dated as of June 22, 2000, as amended, among The Multicare Companies, Inc., certain subsidiary Multicare Debtors named therein, Mellon Bank N.A., as administrative agent, and the lenders party thereto, and certain statutory fees chargeable against the Debtors' estates. Bankruptcy Code Title 11 of the United States Code. Bankruptcy Court The United States Bankruptcy Court for the District of Delaware. Commencement Date The date the Debtors' chapter 11 cases were commenced (June 22, 2000, for all the Debtors other than Healthcare Resources Corp., whose Commencement Date is July 31, 2000). Debtors The Genesis Debtors and the Multicare Debtors. Disclosure Statement This document together with the annexed exhibit. Effective Date A business day selected by the Debtors on or after the date of confirmation of the Plan of Reorganization, on which any conditions to the effectiveness of the Plan have been satisfied or waived and there is no stay of the order confirming the Plan of Reorganization. Genesis Genesis Health Ventures, Inc. Genesis Debtors Genesis and the entities listed on Exhibit "A" to the Plan of Reorganization. Genesis General Any general unsecured claim against any of the Genesis Unsecured Claim Debtors. Genesis Senior Lender Any claim against any of the Genesis Debtors based on the Claim Genesis Senior Lender Agreements (as defined in the Plan of Reorganization) net of all postpetition cash payments made by the Genesis Debtors. Multicare Genesis ElderCare Corp. (the corporate parent of The Multicare Companies, Inc.). Multicare Debtors Multicare and the entities listed on Exhibit "B" to the Plan of Reorganization. Multicare General Any general unsecured claim against any of the Multicare Unsecured Claim Debtors. -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Multicare Senior Any claim against any of the Multicare Debtors based on Lender Claim the Multicare Senior Lender Agreements (as defined in the Plan of Reorganization). New Common Stock New common stock of Reorganized Genesis to be issued under the Plan of Reorganization as described in section II.H.3 of this Disclosure Statement. New Convertible New convertible 6% PIK preferred stock of Reorganized Preferred Stock Genesis to be issued under the Plan of Reorganization as described in section II.H.2 of this Disclosure Statement. New Multicare Stock New common stock of Reorganized Multicare to be issued under the Plan of Reorganization as described in section II.H.5 of this Disclosure Statement. New Senior Notes New senior notes in the aggregate principal amount of $242.6 million to be issued under the Plan of Reorganization as described in section II.H.1 of this Disclosure Statement. New Warrants New warrants to purchase 11.1% of the New Common Stock to be issued under the Plan of Reorganization, as described in section II.H.4 of this Disclosure Statement. Plan of Merger The Plan of Merger among Genesis, Multicare Acquisition Corporation, and Multicare, as set forth in the Plan Supplement. The proposed merger is described in section II.A of this Disclosure Statement. Plan or Plan of The Debtors' Joint Plan of Reorganization Under Chapter Reorganization 11 of the Bankruptcy Code annexed as Exhibit A to this Disclosure Statement. Plan Securities The New Senior Notes, the New Convertible Preferred Stock, the New Common Stock, and the New Warrants. Plan Supplement A supplemental appendix to the Plan of Reorganization. The Plan Supplement will be filed with the Bankruptcy Court within 10 days before the hearing to confirm the Plan, but no later than 5 days before the last day to vote to accept or reject the Plan. Documents to be included in the Plan Supplement will be posted at www.ghv.com as they become available, but no later than 5 days before the last day to vote to accept or reject the Plan. After the Plan Supplement is filed, copies may be requested from the Voting Agent. Reorganized Genesis Genesis as reorganized as of the Effective Date in accordance with the Plan of Reorganization and after giving effect to the merger described in section II.A of this Disclosure Statement. Voting Agent See section I of this Disclosure Statement for contact information. -------------------------------------------------------------------------------- 2 I. Introduction The Genesis Debtors and the Multicare Debtors are soliciting votes to accept or reject their joint plan of reorganization. A copy of the Plan is attached as Exhibit A to this Disclosure Statement. Please refer to the Glossary and the Plan for definitions of terms used in this Disclosure Statement. The purpose of the Disclosure Statement is to provide sufficient information to enable the creditors of the Debtors who are entitled to vote to make an informed decision on whether to accept or reject the Plan of Reorganization. The Disclosure Statement describes: o the proposed merger of Genesis and Multicare, the new capital structure for the combined companies, how creditors and shareholders of the Debtors are treated, and the terms of the securities to be issued under the Plan (section II) o how to vote on the Plan and who is entitled to vote (section III) o certain financial information about the Debtors, including their 5-year cash flow projections, and a range of potential enterprise valuations (section IV) o the businesses of the Debtors and the reasons why they commenced their chapter 11 cases (section V) o significant events that have occurred in the Debtors' chapter 11 cases (section VI) o how the Debtors will be governed when the Plan becomes effective (section VII) o how distributions under the Plan will be made and the manner in which disputed claims are resolved (section VIII) o certain factors creditors should consider before voting (section IX) o the procedure and requirements for confirming the Plan, including a liquidation analysis (section X) o alternatives to the Plan (section XI) and o certain federal tax considerations (section XII) Additional financial information about the Genesis Debtors can be found in the annual report on Form 10-K for the fiscal year ended September 30, 2000, which was filed by Genesis with the Securities and Exchange Commission on February 21, 2001, and the quarterly report on Form 10-Q for the fiscal quarter ended March 31, 2001, which was filed by Genesis on May 17, 2001. Copies of these SEC filings are included in the Plan Supplement and may be obtained over the internet at www.sec.gov or www.freeedgar.com. 3 Additional financial information about the Multicare Debtors can be found in the annual report on Form 10-K for the fiscal year ended September 30, 2000, which was filed by The Multicare Companies, Inc. (the wholly-owned subsidiary of Multicare) with the Securities and Exchange Commission on February 21, 2001, and that company's quarterly report on Form 10-Q for the fiscal quarter ended March 31, 2001, which was filed on May 17, 2001. Copies of these SEC filings are included in the Plan Supplement and may be obtained over the internet at www.sec.gov or www.freeedgar.com. This Disclosure Statement and the attached Plan of Reorganization are the only materials creditors should use to determine whether to vote to accept or reject the Plan of Reorganization. ------------------------------------------------------------------ | | | The last day to vote to accept or reject the Plan of | | Reorganization is August 17, 2001. | | | | | | The record date for determining which creditors may vote | | on the Plan of Reorganization is July 6, 2001. | | | ------------------------------------------------------------------ The Plan of Reorganization is based on extensive negotiations with the holders of the largest claims against the Genesis Debtors and the Multicare Debtors. The Debtors believe that approval of the Plan is their best chance for emerging from chapter 11 and returning their businesses to profitability. The agent and the informal steering committee for the holders of the Genesis Senior Lender Claims and the Multicare Senior Lender Claims and the respective official committees of unsecured creditors in the Genesis Debtors' and the Multicare Debtors' reorganization cases fully support the Plan of Reorganization. ------------------------------------------------------------------ | | | Recommendations: The Debtors believe that confirmation of | | the Plan is the best chance for creditors to maximize | | their recoveries and for the business operations of the | | Debtors to succeed. The Debtors encourage creditors to | | vote in favor of the Plan. | | | | The respective official unsecured creditors' committees in | | the Genesis Debtors' and the Multicare Debtors' | | reorganization cases have participated fully in the | | reorganization process and also urge creditors of the | | Genesis Debtors and Multicare Debtors to vote to accept | | the Plan. Please review the letter from the Genesis | | unsecured creditors' committee which is included with this | | Disclosure Statement. | | | ------------------------------------------------------------------ Additional copies of this Disclosure Statement or copies of the Plan Supplement are available upon request made to the Voting Agent, at the following address: ------------------------------------------------------------------ | If by overnight or hand delivery: If by standard mailing: | | Poorman-Douglas Corporation Poorman-Douglas Corporation | | 10300 S.W. Allen Boulevard P.O. Box 4390 | | Beaverton, Oregon 97005 Portland, Oregon 97208-4390 | | Attn: Genesis-Multicare Balloting Attn: Genesis-Multicare | | Ctr. Balloting Center | ------------------------------------------------------------------ 4 The summaries of the Plan and other documents related to the restructuring of the Debtors are qualified in their entirety by the Plan, its exhibits, and the documents and exhibits contained in the Plan Supplement. The Plan Supplement will be filed with the Bankruptcy Court within 10 days prior to the hearing to confirm the Plan, but no later than 5 days before the last day to vote to accept or reject the Plan. Documents to be included in the Plan Supplement will also be posted at www.ghv.com as they become available, but no later than 5 days before the last day to vote to accept or reject the Plan. The financial and other information included in this Disclosure Statement is for purposes of soliciting acceptances of the Plan and are being communicated for settlement purposes only. The Bankruptcy Code provides that only creditors who vote on the Plan will be counted for purposes of determining whether the requisite acceptances have been attained. Failure to timely deliver a properly completed ballot by the voting deadline will constitute an abstention and any improperly completed or late ballot will not be counted. II. Treatment of Creditors and Shareholders Under the Plan of Reorganization The Plan of Reorganization governs the treatment of claims against and interests in the Genesis Debtors and the Multicare Debtors. This section describes the proposed merger of Genesis and Multicare, summarizes the new capital structure of the combined companies, summarizes the treatment of each of the classes, describes which claims and interests are in each class, and discusses certain legal issues affecting the trading of Plan Securities. A. Merger of Genesis and Multicare Genesis and Multicare are proposing a merger as part of the Plan of Reorganization. Both Debtors believe that the merger of the two companies will be beneficial to all creditors receiving distributions under the Plan due primarily to the preservation of the benefits created by the significant synergies each company already realizes under the current relationship, enhanced by the incremental savings which may be achieved. Today, Multicare is a significant subsidiary of Genesis which, while not wholly-owned, is consolidated from an operational perspective as well as for public financial reporting purposes. Multicare is managed by Genesis subject to a comprehensive management agreement which includes all operational as well as financial and administrative responsibilities and accordingly, has no management or administrative infrastructure of its own. Together, the two companies create significant critical mass which benefits both entities in numerous ways, including: a) revenue enhancements through the marketing and provision of services under a common "ElderCare" brand name and strategy, b) purchasing leverage, which both reduces operating costs and expands access to services which are more difficult to obtain, such as professional liability insurance, c) the ability to attract and effectively utilize human resources, and d) providing better access to capital markets in which size and diversification are critical factors. The merger of the two companies would eliminate risks created by continuing uncertainty regarding the permanence of these operating and administrative efficiencies, as well as create additional administrative cost savings through the reduction of duplicative staffing and other costs required to maintain segregated accounts and financial reporting and separate governance structures. For a more complete discussion of the benefits of the merger and the effects of a separation of the companies, see section VIII.A, below. 5 At the present time, Genesis owns 43.6% of the common stock of Multicare. The balance of that common stock presently is owned by persons who have no affiliation with Genesis. Under the Plan of Reorganization, the common stock of Multicare will be cancelled and new common stock of Reorganized Multicare will be deemed to be allocated to certain of the creditors of the Multicare Debtors. By voting for the Plan of Reorganization, such creditors, as persons otherwise entitled to the new common stock of Multicare, will also be deemed to have voted to adopt the Plan of Merger. The Plan of Merger provides that such creditors will receive cash, New Senior Notes, New Convertible Preferred Stock, New Common Stock, and/or New Warrants of Reorganized Genesis in exchange for the new common stock of Reorganized Multicare allocated to them and that a newly created indirect subsidiary of Genesis will be merged into Multicare. The creditors who will participate in this exchange are described below. The Plan of Merger will be effective on the Effective Date and will result in Multicare and all its interests in the other Multicare Debtors becoming owned by Reorganized Genesis. It is important to note that the merger of Genesis and Multicare is not based on Genesis's present 43.6% ownership interest in Multicare. Reorganized Genesis will be providing Plan Securities to the future owners of the Multicare Debtors as consideration for agreeing to the proposed merger. By voting to accept the Plan of Reorganization, the creditors of the Genesis Debtors will also be approving the transaction, including the issuance of shares of the New Common Stock of Reorganized Genesis to accomplish the merger. B. Summary of New Capital Structure of Reorganized Genesis The following table summarizes the proposed capital structure for Reorganized Genesis, including the post-Effective Date financing arrangements Genesis expects to execute to fund Administrative Expense Claims and the working capital needs of the ongoing business operations of the restructured companies. The post-Effective Date financing arrangements are anticipated to include a revolving credit facility in the amount of at least $100,000,000. The Debtors' administrative expenses will be paid through the incurrence of senior secured debt of approximately $235,000,000. In the alternative, it may be desirable for Reorganized Genesis to raise funds in the public debt markets. The Debtors will determine the best form of such exit financing as the projected Confirmation Date approaches. Possible terms of the exit financing are described in section VIII.C, below. Except as otherwise provided in the Plan and described herein, unless the underlying property is sold or surrendered, the Genesis Debtor or Multicare Debtor that is the current obligor on a mortgage will continue as the mortgagee. The securities to be issued to creditors are described in section II.H, below.
Instrument Description Comments ------------------------------------------------------------------------------------------- Revolver up to $150.0 million (exit financing) Senior Secured Term Loans or New Public Debt $235.0 to $245.0 million (exit financing) Mortgages $146.4 million (reinstated or amended) New Senior Notes $242.6 million (restructuring securities) New Convertible Preferred Stock $42.6 million (restructuring securities) New Common Stock 41,000,000 shares (restructuring securities) New Warrants To purchase up to 11.1% of the (restructuring securities) New Common Stock
6 C. Summary of Classification and Treatment The following tables divide the claims against, and equity interests in, the Genesis Debtors and the Multicare Debtors into separate classes and summarize the treatment for each class. The tables also identify which classes are entitled to vote on the Plan of Reorganization based on rules set forth in the Bankruptcy Code and an order of the Bankruptcy Court establishing voting procedures. Finally, the tables indicate an estimated recovery for each class. Important Note: As described in section IX, below, the long-term care industry is affected by numerous uncertainties, including changes in Medicare and Medicaid reimbursement, labor costs, professional liability exposure and the ability to insure those risks, and regulatory enforcement. Those uncertainties and other risks related to the Genesis Debtors and the Multicare Debtors make it difficult to determine a precise value for the Debtors and the equity interests to be distributed under the Plan of Reorganization. The recoveries described in the following tables represent the Debtors' best estimates of those values given the information available at this time. Unless otherwise specified, the information in the following tables and in the sections below are based on calculations as of June 30, 2001. The estimation of recoveries makes the following assumptions: o The new debt instruments to be issued under the Plan of Reorganization have a value equal to their face amounts. o The enterprise value for the Debtors is $1,525,000,000 (including cash on hand). This amount, less cash on hand of $25,000,000, is the mid-point of the range of valuations for the Genesis Debtors and the Multicare Debtors described in section IV, below. o The aggregate amount of allowed secured claims against the Genesis Debtors (excluding the Genesis Senior Lender Claims) is $120,077,000 and against the Multicare Debtors (excluding the Multicare Senior Lender Claims) is $26,318,000. o The aggregate amount of Genesis Senior Lender Claims is $1,193,460,000 (excluding postpetition interest and before giving effect to postpetition payments) and the aggregate amount of Multicare Senior Lender Claims is $443,400,000 (excluding postpetition interest). o The aggregate amount of general unsecured claims against the Genesis Debtors is $467,494,000 (Classes G4 and G5 described below, but excluding the claims of the Multicare Debtors against the Genesis Debtors) and the aggregate amount of general unsecured claims against the Multicare Debtors is $284,256,000 (Classes M4 and M5 described below, but excluding the claims of the Genesis Debtors against the Multicare Debtors). o For purposes of the recovery estimate in the table below, no current value is included for the New Warrants because they are priced at the approximate projected value of the New Common Stock. However, under a Black-Scholes analysis, the New Warrants would have a value between $16,000,000 and $23,000,000. 7
Treatment of Genesis Creditors and Shareholders ---------------------------------------------------------------------------------------------------- Class Description Treatment Entitled Estimated to Vote Recovery ---------------------------------------------------------------------------------------------------- -- Debtor in Possession Payment of all amounts outstanding, No 100% Credit Agreement Claims and cash collateralization or replacement of outstanding letters of credit by letters of credit issued under the exit facility. ---------------------------------------------------------------------------------------------------- -- Other Administrative Paid in full. No 100% Expense Claims ---------------------------------------------------------------------------------------------------- -- Priority Tax Claims Paid in full or with interest over No 100% a period not to exceed six (6) years from the date of assessment of the tax. ---------------------------------------------------------------------------------------------------- G1 Genesis Other Secured See separate descriptions in See See below Claims section II.E, below. below ---------------------------------------------------------------------------------------------------- G2 Genesis Senior Lender $195,979,000 in cash* Yes 78.89% Claims $94,923,000 in New Senior Notes $31,000,000 in New Conv. Preferred Stock 74.35% of the New Common Stock. *cash payments through June 30, 2001 ---------------------------------------------------------------------------------------------------- G3 Genesis Priority Non-Tax Paid in full. No 100% Claims ---------------------------------------------------------------------------------------------------- G4 Genesis General Unsecured Uninsured Claims: Yes 7.34% Claims 0.71% of the New Common Stock (exclusive 10.65% of the New Warrants. of the Insured Claims: Paid in ordinary value of course of business from insurance the New proceeds to the extent of such Warrants) insurance; any portion of such claims which are not covered by insurance will be treated in same manner as uninsured claims. ---------------------------------------------------------------------------------------------------- G5 Genesis Senior 3.41% of the New Common Stock Yes 7.34% Subordinated Note Claims 51.54% of the New Warrants. (exclusive of the value of the New Warrants) ---------------------------------------------------------------------------------------------------- G6 Genesis Intercompany Claims Unimpaired. No 100% ---------------------------------------------------------------------------------------------------- G7 Genesis Punitive Damage No distribution (except to the No None Claims extent covered by insurance). ---------------------------------------------------------------------------------------------------- G8 Genesis Series G Preferred No distribution. No None Stock Interests ---------------------------------------------------------------------------------------------------- G9 Genesis Series H Preferred No distribution. No None Stock Interests ---------------------------------------------------------------------------------------------------- G10 Genesis Series I Preferred No distribution. No None Stock Interests ---------------------------------------------------------------------------------------------------- G11 Genesis Common Stock No distribution. No None Interests ---------------------------------------------------------------------------------------------------- 8
Treatment of Multicare Creditors and Shareholders ---------------------------------------------------------------------------------------------------- Class Description Treatment Entitled Estimated to Vote Recovery ---------------------------------------------------------------------------------------------------- -- Debtor in Possession Payment of all amounts outstanding, No 100% Credit Agreement Claims and cash collateralization or replacement of outstanding letters of credit by letters of credit issued under the exit facility. ---------------------------------------------------------------------------------------------------- -- Other Administrative Paid in full. No 100% Expense Claims ---------------------------------------------------------------------------------------------------- -- Priority Tax Claims Paid in full or with interest over No 100% a period not to exceed six (6) years from the date of assessment of the tax. ---------------------------------------------------------------------------------------------------- M1 Multicare Other Secured See separate descriptions in See See below Claims section II.F, below. below ---------------------------------------------------------------------------------------------------- M2 Multicare Senior Lender $25,000,000 in cash Yes 77.31% Claims $147,682,000 in New Senior Notes $11,600,000 in New Conv. Preferred Stock 19.02% of the New Common Stock. ---------------------------------------------------------------------------------------------------- M3 Multicare Priority Non-Tax Paid in full. No 100% Claims ---------------------------------------------------------------------------------------------------- M4 Multicare General Uninsured Claims: Yes 7.34% Unsecured Claims 0.23% of the New Common Stock (exclusive 3.52% of the New Warrants. of the Insured Claims: value of Paid in ordinary course of business the New from insurance proceeds to the Warrants) extent of such insurance; any portion of such claims which are not covered by insurance will be treated in same manner as uninsured claims. ---------------------------------------------------------------------------------------------------- M5 Multicare Senior 2.27% of the New Common Stock Yes 7.34% Subordinated Note Claims 34.29% of the New Warrants. (exclusive of the value of the New Warrants) ---------------------------------------------------------------------------------------------------- M6 Multicare Intercompany Unimpaired. No 100% Claims ---------------------------------------------------------------------------------------------------- M7 Multicare Punitive Damage No distribution (except to the No None Claims extent covered by insurance). ---------------------------------------------------------------------------------------------------- M8 Multicare Common Stock No distribution. No None Interests ----------------------------------------------------------------------------------------------------
D. Allocation of Value Under the Plan of Reorganization The largest claims against the Genesis Debtors and the Multicare Debtors consist of the Genesis Senior Lender Claims (Class G2) and the Multicare Senior Lender Claims (Class M2). With minor exceptions discussed below, the claims in these classes are secured by first priority liens on substantially all the property of the Genesis Debtors and the Multicare Debtors, subject to the liens of the lenders under the debtor in possession credit agreements and the liens of pre-existing mortgagees and other secured creditors described in Classes G1 and M1. 9 1. Senior Lender Deficiencies After setting aside the value of the properties that are collateral for the pre-existing secured claims (Classes G1 and M1), there is not enough enterprise value remaining to provide a full recovery to the holders of the Genesis Senior Lender Claims and the Multicare Senior Lender Claims, even if those classes received 100% of the New Senior Notes, the New Convertible Preferred Stock, the New Common Stock, and the New Warrants. In the absence of a consensual restructuring and except as described in section II.D.3, below, the absolute priority rule in section 1129(b) of the Bankruptcy Code would preclude the distribution of any value to junior classes, including to holders of unsecured claims in Classes G4, G5, M4, and M5. The following table, which draws information from later sections of the Disclosure Statement, illustrates the deficiencies of the Genesis Senior Lender Claims and the Multicare Senior Lender Claims. Value or Claim Section -------------------------------------------------------------------------- Genesis Enterprise Value $1,125,000,000 IV.B.3 less: Debtor in Possession financing 200,000,000 II.E Administrative Expenses 25,000,000 Other Secured Claims (Class G1) 120,077,000 --------------- Value Remaining $779,923,000 Amount of Genesis Senior Lender Claims (Class G2) $1,193,460,000 II.E.2 less: Adequate Protection Payments Received 195,979,000 II.E.2 --------------- Remaining Genesis Senior Lender Claims (Class G2) $997,481,000 Deficiency for Class G2 ($217,558,000) -------------------------------------------------------------------------- Multicare Enterprise Value (including cash on hand) $400,000,000 IV.C.3 less: Administrative Expenses 10,000,000 II.F Other Secured Claims (Class M1) 26,318,000 --------------- Value Remaining $363,682,000 Amount of Multicare Senior Lender Claims (Class M2) $443,400,000 II.F.2 --------------- Deficiency for Class M2 ($79,718,000) In the case of the Genesis Debtors, the holders of the Genesis Senior Lender Claims have a deficiency of over $217 million. As to the claims of holders of the Genesis senior subordinated note claims (Class G5), the deficiency would include postpetition interest on the Genesis Senior Lender Claims, for a total deficiency, calculated as of June 30, 2001, of approximately $330 million. In the case of the Multicare Debtors, the holders of the Multicare Senior Lender Claims have a deficiency of over $79 million. As to the claims of holders of the Multicare senior subordinated note claims (Class M5), the deficiency would include postpetition interest on the Multicare Senior Lender Claims, for a total deficiency, calculated as of June 30, 2001, of approximately $120 million. 10 2. Compromise and Settlement with Unsecured Classes The Genesis Debtors, the Genesis unsecured creditors' committee, and the holders of the Genesis Senior Lender Claims have had extensive negotiations concerning a consensual restructuring and the advantages of facilitating a rapid conclusion to these chapter 11 cases. Based on those discussions and notwithstanding the deficiencies specified above, the holders of the Genesis Senior Lender Claims have agreed to provide a portion of the value to which they would otherwise be entitled to holders of unsecured claims in Classes G4 and G5. The Multicare Debtors, the Multicare unsecured creditors' committee, and the holders of the Multicare Senior Lender Claims have also engaged in negotiations concerning a consensual restructuring. Those discussions have also resulted in an agreement which is reflected in the terms of the Plan and is based on the agreement of the holders of the Multicare Senior Lender Claims to provide a portion of the value to which they would otherwise be entitled to holders of unsecured claims in Classes M4 and M5. The treatment of those classes in the Plan reflects this settlement and is not an admission by the holders of the Genesis Senior Lender Claims and the Multicare Senior Lender Claims that such classes would otherwise be entitled to any recovery. Conversely, the support of the Plan by the Genesis unsecured creditors' committee and the Multicare unsecured creditors' committee is not an agreement as to the enterprise value of the Genesis Debtors or the Multicare Debtors described in the Disclosure Statement, the validity of the liens of the holders of the Genesis Senior Lender Claims or the Multicare Senior Lender Claims, or, as to the Multicare unsecured creditors' committee, the representations made herein concerning the business relationship described below between the Genesis Debtors and the Multicare Debtors. 3. Exceptions to the Liens of the Senior Lenders As to Classes G4 and M4, the absolute priority rule would not apply to any properties of the Debtors that are not encumbered. As the following analysis indicates, Classes G4 and M4 would receive small recoveries in a nonconsensual restructuring. Recovery for Class G4 Under the Absolute Priority Rule. The aggregate value of the properties owned by the Genesis Debtors that are unencumbered or likely would become unencumbered through the exercise of the Genesis Debtors' avoidance powers is approximately $4,290,000. In a nonconsensual restructuring, the value of these two properties would be available to the holders of unsecured claims, including the deficiency claims of the holders of the Genesis Senior Lender Claims. The following table shows how the value of those properties would be allocated, giving effect to the contractual subordination provisions of the holders of claims in Class G5 in favor of the Genesis Senior Lender Claims in Class G2. Recovery Claim % Distribution % -------------------------- ------------- --------- ------------ ---------- Genesis Sr Lender Deficit $221,848,000* 32.18% $3,792,000 1.71%** G4 (Gen Unsecured Claims) 80,069,000 11.62% 498,000 0.62% G5 (Gen Subord Claims) 387,425,000 56.20% 0 0.00%** -------------------------- ------------- --------- ------------ ---------- total unsecured claims $689,342,000 100.00% $4,290,000 * This amount is greater than the deficiency calculated in section II.D.1, above because it includes the value of the property on which the liens securing the Genesis Senior Lender Claims may be avoidable. 11 **All value otherwise allocable to Class G5 would be distributed to Class G2 until the deficiency in Class G2 is paid in full, in accordance with the subordination provisions in the indentures governing the senior subordinated notes in Class G5. As the table illustrates, the recovery under the Plan is superior to the application of the absolute priority rule for Class G4 (7.34% compared to 0.62%) and Class G5 (7.34% compared to 0.00%). Recovery for Class M4 Under the Absolute Priority Rule. The aggregate value of the properties owned by the Multicare Debtors that are unencumbered or likely would become unencumbered through the exercise of the Multicare Debtors' avoidance powers is approximately $19,300,000. In a nonconsensual restructuring, the value of these properties would be available to the holders of unsecured claims, including the deficiency claims of the holders of the Multicare Senior Lender Claims. The following table shows how such value would be allocated, giving effect to the contractual subordination provisions of the holders of claims in Class M5 in favor of the Multicare Senior Lender Claims in Class M2. Recovery Claim % Distribution % --------------------------- ------------ --------- ------------ ---------- Multicare Sr Lender Deficit $ 99,018,000* 25.83% $17,969,000 18.15%** M4 (Mul Unsecured Claims) 26,439,000 6.90% 1,331,000 5.04% M5 (Mul Subord Claims) 257,817,000 67.27% 0 0.00%** --------------------------- ------------ --------- ------------ ---------- total unsecured claims $383,247,000 100.00% $19,300,000 * This amount is greater than the deficiency calculated in section II.D.1, above because it includes the value of the property on which the liens securing the Multicare Senior Lender Claims may be avoidable. **All value otherwise allocable to Class M5 would be distributed to Class M2 until the deficiency in Class M2 is paid in full, in accordance with the subordination provisions in the indentures governing the senior subordinated notes in Class M5. As the table illustrates, the recovery under the Plan is superior to the application of the absolute priority rule for Class M4 (7.34% compared to 5.04%) and Class M5 (7.34% compared to 0.00%). E. Description of the Genesis Classes Unless otherwise indicated, the characteristics and amount of the claims or equity interests in the following classes are based on the books and records of the Genesis Debtors. Each subclass is treated as a separate class for purposes of the Plan of Reorganization and the Bankruptcy Code. However, the following discussion may refer to a group of subclasses as a single class for ease of reference. 1. Genesis Other Secured Claims (Class G1) Description. Class G1 is a group of subclasses, including aggregate allowed mortgage secured claims of approximately $120,077,000 as of the date of this Disclosure Statement (exclusive of interest and net of reinstatement payments). For the most part, claims in these subclasses are mortgage financings of various properties owned and/or operated by the 12 Genesis Debtors and equipment financings of various types. Each subclass represents a separate mortgage or collateral pool. The following table describes the material subclasses in Class G1. The Plan of Reorganization reinstates the claims in Subclasses G1-1 through G1-12. The aggregate cost to cure defaults and reinstate the debt in these subclasses is projected to be $6,604,000 as of June 30, 2001. These claims are not impaired, and the holders of the debt are not entitled to vote to accept or reject the Plan of Reorganization. Subclasses G1-13 through G1-17 are impaired and are entitled to vote. The following table identifies and summarizes the treatment for each of the material subclasses in Class G1. The interest rates for the new notes proposed for certain of the impaired classes will be as specified below, unless modified by the Bankruptcy Court at the time of confirmation of the Plan of Reorganization. The proposed notes will be secured by the same collateral securing the existing obligations. In the event any of those impaired classes rejects the Plan of Reorganization, the Genesis Debtors reserve the right to return the collateral in full satisfaction of the claims secured by such property or adjust the principal amount of the proposed note to the value of the collateral as determined by the Bankruptcy Court. The percentage recovery indicated in the following table is based on the value of the collateral securing these obligations. Treatment of Subclasses
-------------------------------------------------------------------------------------------- Description Entitled Estimated Sub-Class Collateral (lender or guantor) Treatment to Vote Recovery -------------------------------------------------------------------------------------------- G1-1 Broad Street Office Building $1,600,000 mortgage No 100% 148 West State Street, reinstated Kennett Square, Pa. (Pa. IDA) -------------------------------------------------------------------------------------------- G1-2 Broad Street Office Building $985,039 mortgage reinstated No 100% 148 West State Street, Kennett Square, Pa. (Pa. IDA) -------------------------------------------------------------------------------------------- G1-3 Pleasant View Center (HUD) $8,864,446 mortgage No 100% reinstated -------------------------------------------------------------------------------------------- G1-4 Country Village Center (HUD) $1,810,259 mortgage No 100% reinstated -------------------------------------------------------------------------------------------- G1-5 Abington Manor (Lackawanna $3,475,000 mortgage No 100% County IDA) reinstated -------------------------------------------------------------------------------------------- G1-6 Silver Lake Center (Del. $2,155,000 mortgage No 100% EDA Bonds) reinstated -------------------------------------------------------------------------------------------- G1-7 River Street Center $2,430,000 mortgage No 100% (Luzerne County IDA) reinstated -------------------------------------------------------------------------------------------- G1-8 Kresson View Center (NJEDA $5,535,000 mortgage No 100% Refunding Bonds) reinstated See description See description below. below. -------------------------------------------------------------------------------------------- G1-9 Mifflin Court (ElderTrust) $2,474,000 mortgage No 100% reinstated (as previously reduced and approved by the Bankruptcy Court) -------------------------------------------------------------------------------------------- G1-10 Oaks Center (ElderTrust) $3,500,086 mortgage No 100% reinstated (as previously reduced and approved by the Bankruptcy Court) -------------------------------------------------------------------------------------------- G1-11 Coquina Assisted Living $1,400,000 mortgage No 100% (ElderTrust) reinstated (as previously reduced and approved by the Bankruptcy Court) -------------------------------------------------------------------------------------------- 13
-------------------------------------------------------------------------------------------- Description Entitled Estimated Sub-Class Collateral (lender or guantor) Treatment to Vote Recovery -------------------------------------------------------------------------------------------- G1-12 Homestead Center $19,337,000 mortgage No 100% Kimberly Hall South Center reinstated Kimberly Hall North Center Seaford Center Milford Center Windsor Center (U.S. Bank, N.A., as trustee for the "Bradford Bonds") -------------------------------------------------------------------------------------------- G1-13 Brakeley Park Center (HUD) New secured note maturing Yes 100%* Outstanding Mortgage: on January 1, 2033, in $7,985,079 $7,985,079 principal amount Interest Rate: 10.35% with annual interest at Value of Collateral: 8.5% and level monthly approximately equal to payments of principal and amount of claim interest -------------------------------------------------------------------------------------------- G1-14 North Cape Center (HUD) New secured note maturing Yes 100%* Outstanding Mortgage: on March 1, 2036, in $5,573,020 $5,573,020 principal amount Interest Rate: 9.5% with annual interest at Value of Collateral: 8.0% and level monthly approximately equal to payments of principal and amount of claim interest -------------------------------------------------------------------------------------------- G1-15 Oak Hill Center (HUD) Return the collateral Yes 100%* Outstanding Mortgage: $7,805,061 Interest Rate: 8.75% -------------------------------------------------------------------------------------------- G1-16 Rittenhouse Pine Center New secured 10 year note in Yes 100%* (Meditrust) $5,000,000 principal amount Outstanding Mortgage: with annual interest at 8% $6,690,441 and level monthly payments Interest Rate: 10.75% of principal and interest based on a 25-year amortization schedule (unsecured deficiency of $1,690,441) -------------------------------------------------------------------------------------------- G1-17 Atlantis Center New secured 6 year note in Yes 100%* Bowmans Center $50,000,000 principal Fairway Center amount with annual interest Oakwood Center at LIBOR plus 5% and no Riverwood Center amortization before Tierra Center maturity (secured Willimsburg Center deficiency of $28,236,000, Windham Center but see discussion in Woodmont Center section II.E.2, below) (synthetic lease lenders) Outstanding Liability: $78,235,000 --------------------------------------------------------------------------------------------
* Based on a valuation of the collateral securing these claims. Section 506(a) of the Bankruptcy Code provides that a claim is secured only to the extent of the value of the underlying collateral. Any deficiency claims of the holders of claims in Subclasses G1-13 through G1-16 are part of Class G4 (Genesis General Unsecured Claims). The obligations of the Genesis Debtors under the 14 synthetic lease (Subclass G1-17) are secured by the property identified above and by all the property of the Genesis Debtors that secures the claims in Class G2. Therefore the deficiency claims of the holders of claims in Subclass G1-17 are part of Class G2 (Genesis Senior Lender Claims). To the extent the Bankruptcy Court determines that any of the proposed interest rates do not meet the standards set forth in section 1129 of the Bankruptcy Code, the Debtors will adjust such rates accordingly. Subclass G1-8. Subclass G1-8 consists of the secured claim of SunTrust Bank, as successor indenture trustee ("SunTrust") under that certain Trust Indenture, dated as of May 1, 1990 (the "SunTrust Indenture"), between the New Jersey Economic Development Authority ("NJEDA") and SunTrust, pursuant to which NJEDA issued (a) those certain $1,175,000 New Jersey Economic Development Authority Economic Development Refunding Bonds (Geriatric and Medical Services, Inc.--Care Inn of Voorhees Project) 1990 Series A; and (b) those certain $5,000,000 New Jersey Economic Development Authority Economic Development Refunding Bonds (Geriatric and Medical Services, Inc.--Care Inn of Voorhees Project) 1990 Series B (collectively, the "Kresson View Center Bonds"). The secured claim of SunTrust in Subclass G1-8 is (i) allowed in the principal amount of $5,535,000, plus accrued and unpaid interest, and reasonable costs and expenses, as more fully provided in the SunTrust Indenture and all other documents and agreements executed in connection with the Kresson View Center Bonds, and (ii) secured by a duly perfected, first priority mortgage and lien on certain real and personal property (whether now owned or hereafter acquired) of Geriatric and Medical Services, Inc. relating to a project known as the "Kresson View Center" f/k/a "Care Inn of Voorhees" located in the Township of Voorhees, New Jersey, including without limitation, all revenues and accounts arising therefrom, among other collateral. In addition, the secured claim of SunTrust in Subclass G1-8 is guaranteed pursuant to a Guaranty Agreement (the "Kresson View Center Guaranty") by and between Geriatric & Medical Companies, Inc. (as successor to Geriatric & Medical Centers, Inc.) and SunTrust. As of the Effective Date, the Genesis Debtors' obligations in connection with the Kresson View Center Bonds shall be reinstated and each and every indenture, loan agreement, mortgage, security agreement, guaranty, subordination agreement, and other document executed in connection with the Kresson View Center Bonds, including, without limitation, the Kresson View Center Guaranty and the Subordination Agreement dated May 1, 1990 executed by Mellon Bank N.A., as agent, in favor of NJEDA (all of the foregoing, together with the Kresson View Center Bonds, the "Kresson View Center Bond Documents"), shall be reinstated. All legal, equitable, and contractual rights under the Kresson View Center Bond Documents and the Kresson View Center Bonds shall remain unaltered after confirmation of the Plan. To the extent necessary to reinstate all such obligations, rights, agreements, and documents, the Genesis Debtors shall execute and obtain such replacement agreements and documents, including, without limitation, a guaranty, subordination agreements, and UCC financing statements, each in form and substance materially identical to existing agreements and documents, as SunTrust may require. As of the Effective Date, the maturity date of the Kresson View Center Bonds shall be reinstated. On the Effective Date, the Genesis Debtors shall cure any default under the Kresson View Center Bonds and the Kresson View Center Bond Documents (including, without limitation, past due payments of principal), and shall reimburse SunTrust for all reasonable fees, costs, and expenses, including legal fees and expenses, which have accrued and are required to be paid under the relevant Kresson View Center Bond Documents. Subclass G1-12. Upon confirmation of the Plan, the claim of U.S. Bank Trust National Association ("U.S. Bank"), as successor indenture trustee pursuant to the Indenture of Mortgage and Deed of Trust, dated as of September 1, 1992 (the "U.S. Bank Indenture"), shall be 15 deemed an allowed Genesis Other Secured Claim in the principal amount of $19,337,000, plus accrued and unpaid interest, fees, and other costs. The Plan shall leave unaltered the legal, equitable, and contractual rights to which the holders of claims in Subclass G1-12 are entitled, and the allowed Claim of U.S. Bank in Subclass G1-12 shall be unimpaired under the Plan. In satisfaction of their allowed Subclass G1-12 claim, members of Subclass G1-12 shall receive, on or before the Effective Date, (i) all accrued and unpaid interest due under the 9 1/4% First Mortgage Bonds (Series A) due 2007 in the original principal amount of $25,000,000 (the "Bradford Bonds"), whether incurred prior to or after the Commencement Date, together with interest on interest, pursuant to the terms of the U.S. Bank Indenture, and (ii) all indenture trustee fees and expenses due under the U.S. Bank Indenture, including reasonable attorneys' fees, whether incurred prior to or after the Commencement Date. U.S. Bank shall submit to the Genesis Debtors an itemization of the amounts due and owing under the U.S. Bank Indenture ten (10) days prior to the Effective Date. From and after the Effective Date, all documents relating to the Bradford Bonds, including, but not limited to, the U.S. Bank Indenture, the mortgages securing repayment of the Bradford Bonds, and the bond instruments shall be deemed reinstated in their entirety. In connection with such reinstatement and as a result of the Genesis Debtors' failure to redeem the Bradford Bonds in April 2001, any holder of a Bradford Bond shall have the right for sixty (60) days following the Effective Date to present such Bradford Bonds for redemption in accordance with Article 9 of the U.S. Bank Indenture. Thereafter, the deadline to present the Bradford Bonds for redemption shall be governed by the applicable provisions of the Indenture. All rights and liens of U.S. Bank, as indenture trustee, shall survive to the same extent, validity, and priority as existed prior to the Commencement Date. Among other things, all of the mortgages securing repayment of the Bradford Bonds shall continue to be valid and perfected, and no further notice, filing, or other act shall be required to effect such perfection. Subclass G1-17. Subclass G1-17 consists of the claims under the Amended and Restated Synthetic Lease Financing Facility, dated as of October 7, 1996, among Genesis, Genesis Eldercare Properties, Inc., Mellon Bank N.A., as administrative agent, certain co-agents named therein, and the lender parties thereto. These claims are secured by the properties identified in the chart above (the "G1-17 Properties"). Under the Plan, the holders of these claims will receive a mortgage note in the principal amount of $50,000,000. The mortgage note will bear interest at LIBOR plus 5% and will mature on the sixth anniversary of the Effective Date. The mortgage note will be secured by (i) the G1-17 Properties and (ii) a lien of equal priority with the New Senior Notes on the property securing such notes. The mortgage documents will permit a junior lien on the G1-17 property in favor of the New Senior Notes. Other Subclasses. In addition to Subclasses G1-1 through G1-17, there are other subclasses of miscellaneous secured claims of approximately $3,536,000 against the Genesis Debtors, each of which will be treated as a separate class. This class also includes certain contingent claims of Bank of America, N.A. in connection with a guaranty by Genesis of the obligations of the Age Institute. Under the Plan of Reorganization, either these claims will be reinstated or the Reorganized Debtors will return the property securing such claim. The reinstated claims are not impaired and the holders are not entitled to vote to accept or reject the Plan of Reorganization. 2. Genesis Senior Lender Claims (Class G2) Description. The prepetition claims in this class aggregate approximately $1.2 billion and are the largest claims against the Genesis Debtors. This class consists of the following prepetition claims: 16 Instrument Amount --------------------------------------- --------------- Revolver $650,000,000 Term Loan A 110,445,000 Term Loan B 152,131,000 Term Loan C 151,378,000 Tranche II 40,000,000* Swap termination claims 17,291,000 Synthetic Lease deficiency claims 28,236,000 -------------- Subtotal $1,149,481,000 Prepetition interest 43,979,000* --------------- Total prepetition claims $1,193,460,000 * Paid as part of adequate protection payments pursuant to the cash collateral order described in sections VI.C and VI.D, below. The claims under the Revolver, Term Loan A, Term Loan B, Term Loan C, and Tranche II arise under Genesis's Fourth Amended and Restated Credit Agreement, dated as of August 20, 1999, among Genesis, certain subsidiary Genesis Debtors named therein, Mellon Bank N.A., as administrative agent, certain co-agents named therein, and the lenders participating in such agreement. To secure those claims, the Genesis Debtors granted first priority security interests in substantially all their assets and junior security interests in certain properties already subject to liens. The swap termination claims arise from the prepetition termination of certain interest rate hedging agreements between Citibank, N.A. and Genesis. Prior to the commencement of these chapter 11 cases, Genesis hedged a portion of the floating interest rate risk associated with the obligations under the credit agreement identified above. In accordance with that credit agreement, Genesis's obligations under those hedging agreements were entitled to share in the collateral securing the other Genesis Senior Lender Claims. Citibank, N.A. asserted $28,548,000 of claims against Genesis due to the termination of the hedging agreements. Genesis and Citibank, N.A. have agreed that $17,290,962 of those claims share the same collateral as the other Genesis Senior Lender Claims. The balance of the claims of Citibank, N.A. are part of Class G4. That agreement was approved by the Bankruptcy Court on May 11, 2001. Certain properties owned by the Genesis Debtors were financed through a "synthetic lease." The claims of the lenders under that financing arise under the Amended and Restated Synthetic Lease Financing Facility, dated as of October 7, 1996, among Genesis, Genesis Eldercare Properties, Inc., Mellon Bank N.A., as administrative agent, certain co-agents named therein, and the lender parties thereto. For purposes of bankruptcy law, the "synthetic lease" is treated as a loan rather than a true lease. The synthetic lease claims, which total $78,236,000, are secured by the properties leased under the Synthetic Lease Financing Facility referred to above, as well as by the same collateral securing the other Genesis Senior Lender Claims. Accordingly, a portion of such claims ($50,000,000) is classified in Subclass G1-17 (based on a negotiated valuation of the properties securing such claims - see the discussion for Class G1, above). The remaining portion of the claims (deficiency claims of $28,236,000) are part of this Class G2. However, for purposes of the pro rata distribution of property to this class, 17 the deficiency claims of the synthetic lease lenders shall be deemed to be $35,154,762.47. This amount reflects a negotiated settlement among the holders of claims in Class G2. At the commencement of these chapter 11 cases, the Bankruptcy Court entered a cash collateral order which permitted the Genesis Debtors to grant senior postpetition liens on their properties to the lenders under their debtor in possession financing. The debtor in possession financing and the cash collateral order are described in sections VI.C and VI.D, below. Under the cash collateral order, the Genesis Debtors will have made approximately $195,979,000 of payments as of June 30, 2001, with respect to the Genesis Senior Lender Claims. Based on the valuation of the Genesis Debtors presented in section IV, below, these postpetition payments are assumed to apply against the prepetition Genesis Senior Lender Claims described above, resulting in an outstanding Genesis Senior Lender Claim of approximately $997,481,000. However, in the event the Bankruptcy Court determines that the value of the Genesis Debtors is higher, the Genesis Senior Lender Claims would include postpetition interest. In that case, the postpetition payments would be allocated to repay the Tranche II facility ($40,000,000), prepetition interest ($43,979,000), and approximately $112,000,000 of postpetition interest at contractual nondefault rates. Other than interest that accrued prior to the Commencement Date on overdue payments of interest as of that date, no portion of the postpetition payments would be allocated to compound interest. The claims in Class G2 have the benefit of subordination provisions in the various instruments representing the claims in Class G5 (Genesis Senior Subordinated Note Claims). The effect of these subordination provisions is to require that distributions that would otherwise be made to Class G5 be made to the holders of Genesis Senior Lender Claims. The Plan of Reorganization does not give effect to those provisions, and the distribution of New Common Stock and New Warrants to the holders of claims in Class G5 (Genesis Senior Subordinated Note Claims) represents a negotiated settlement between the official committee of unsecured creditors in the Genesis reorganization cases and the holders of the Genesis Senior Lender Claims. Treatment. Class G2 will receive o cash in an amount equal to the interest on the Genesis Senior Lender Claims at contractual, nondefault rates, as paid pursuant to certain cash collateral and adequate protection stipulations described in section VI.D.1, below (as of June 30, 2001, such amount is $195,979,000) o New Senior Notes in the principal amount of $94,923,000 o shares of New Convertible Preferred Stock with an aggregate liquidation preference of $31,000,000 o approximately 74.35% of the New Common Stock The allocation of New Common Stock is also subject to dilution based on future issuances of additional shares of New Common Stock, including in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, and the issuance of restricted shares of New Common Stock and options under the New Management Incentive Plan for key employees. Distributions to Class G2 will be made to the individual holders of the Genesis Senior Lender Claims in such denominations and registered in the names of the holders as Mellon Bank, N.A. shall have directed in writing. 18 3. Genesis Priority Non-Tax Claims (Class G3) Description. The claims in Class G3 are the types of claims identified in section 507(a) of the Bankruptcy Code that are entitled to priority in payment (other than administrative expense claims and priority tax claims). For the Genesis Debtors, these claims relate primarily to prepetition wages and employee benefit plan contributions that had not yet been paid as of the Commencement Date. The Genesis Debtors believe that all of these claims have already been paid pursuant to an order entered by the Bankruptcy Court on the Commencement Date. Treatment. Claims in Class G3 that have not already been paid will be paid on the later of (i) the Effective Date, (ii) the date such claim becomes allowed, and (iii) the date for payment provided by any agreement or understanding between the parties, except to the extent the holders of such claims agree to a different treatment. 4. Genesis General Unsecured Claims (Class G4) Description. The aggregate amount of general unsecured claims filed against the Genesis Debtors on or before the December 19, 2000 bar date was approximately $1,131,655,000. However, the Genesis Debtors estimate that the aggregate amount of allowed claims in Class G4 will be approximately $80,069,000, after deducting duplicate claims, claims not supported by the Genesis Debtors' books and records, claims that are covered by insurance, and claims that are subject to other objections. The claims in Class G4 consist of the claims of suppliers and other vendors, landlords with prepetition rent claims and/or claims based on rejection of leases, personal injury and other litigation claimants to the extent not covered by insurance, parties to contracts with the Genesis Debtors that are being rejected, deficiency claims of mortgage lenders, the unsecured portion of the claims arising from the prepetition termination of certain interest rate hedging agreements, claims (if any) arising from the remaining qui tam suit identified in section V.D.6, below, contingent (as of the date hereof) claims relating to bonds executed on behalf of the Debtors by Liberty Bond Services, and other general unsecured claims. The following table lists the types of claims and the estimated amount in these groups to the extent material. Type of claim Amount -------------------------------------------------------------- Suppliers and vendors (estimated amount) $ 51,329,000 Mortgage deficiency claims 7,483,000 Swap deficiency claims 11,257,000 Other (including estimate of rejection damages) 10,000,000 -------------- Total $ 80,069,000 For purposes of the initial distribution, and as part of the distribution mechanism under the Plan for holders of claims in Classes G4 and G5, the Debtors will be required to estimate the total amount of claims that will be allowed. See section V.D.5, below. For completeness, this class also includes claims covered by insurance in whole or in part maintained by the Genesis Debtors. However, such claims will be entitled to share in the treatment of this class only to the extent they are not covered by such insurance. See section V.D.7, below. The Genesis Debtors believe that their professional liability insurance is sufficient to cover all allowed claims for personal injury or wrongful death. 19 Treatment. The holders of claims in Class G4 which are uninsured in whole or in part will share 4.12% of the New Common Stock and 62.19% of the New Warrants with the holders of claims in Class G5. Based on the books and records of the Genesis Debtors, the holders of claims in Class G4 will receive o approximately 0.71% of the New Common Stock o 10.65% of the New Warrants Holders of claims in this class that are covered by insurance in whole or in part will be paid in the ordinary course of the business of the Reorganized Debtors to the extent of such insurance, and to the extent that these claims are not covered by insurance will be treated in the same manner as the holders of uninsured claims in this class. All shares of New Common Stock are subject to dilution based on future issuances of additional shares of New Common Stock, including in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, and the issuance of restricted shares of New Common Stock and options under the New Management Incentive Plan for key employees. 5. Genesis Senior Subordinated Note Claims (Class G5) Description. The claims in this class total $387,425,000 and consist of the principal and interest accrued and unpaid through the Commencement Date under four separate series of senior subordinated notes issued by Genesis. The following table describes the notes: Subordinated Note Amount -------------------------------------------- --------------- 9-3/4% Senior Subordinated Notes due 2005 $120,000,000 Indenture, dated as of June 15, 1995, between Genesis and State Street Bank and Trust Company, as trustee 9-1/4% Senior Subordinated Notes due 2006 125,000,000 Indenture, dated as of October 7, 1996, between Genesis and State Street Bank and Trust Company, as successor trustee 9-7/8% Senior Subordinated Notes due 2009 120,920,000* Indenture, dated as of December 23, 1998, between Genesis and The Bank of New York, as trustee 9-3/8% Senior Subordinated Notes due 2005 1,590,000 Indenture, dated as of September 15, 1995, between Grancare, Inc. and Marine Midland Bank, as trustee Plus prepetition interest 19,915,000 -------------- Total $387,425,000 *$125,000,000 face amount less $4,080,000 of original issue discount The claims in Class G5 are contractually subordinated to the Genesis Senior Lender Claims in Class G2. 20 Treatment. The holders of claims in Class G5 will share 4.12% of the New Common Stock and 62.19% of the New Warrants with the holders of claims in Class G4. Based on the books and records of the Genesis Debtors, Class G5 will receive o approximately 3.41% of the New Common Stock o 51.54% of the New Warrants All shares of New Common Stock are subject to dilution based on future issuances of additional shares of New Common Stock, including in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, and the issuance of restricted shares of New Common Stock and options under the New Management Incentive Plan for key employees. 6. Genesis Intercompany Claims (Class G6) Description. The Genesis Debtors record transfers of funds among themselves as intercompany claims. For example, funds raised by Genesis through the issuance of securities to the public (both stock and debt), as well as amounts borrowed under its prepetition credit agreement, have been used to fund and build the operations of many of the other Genesis Debtors. In addition, funds earned by the subsidiaries of Genesis have been transferred to Genesis as partial repayment of such advances. Treatment. For purposes of the Plan, these claims are unimpaired. 7. Genesis Punitive Damage Claims (Class G7) Description. Class G7 consists of any claim against any of the Genesis Debtors for any fine, penalty, forfeiture, or attorneys' fees (but only to the extent such attorneys' fees are punitive in nature), or for multiple, exemplary, or punitive damages, to the extent that such fine, penalty, forfeiture, attorneys' fees, or damages is not compensation for actual pecuniary loss suffered by the holder of such claim and not statutorily prescribed. In general, punitive or exemplary damage claims are intended to punish or make an example of a wrongdoer. However, in the context of an insolvent entity, such as the Genesis Debtors, the enforcement of punitive claims would have the effect of punishing unsecured creditors by diluting the ultimate recovery to all unsecured creditors. Moreover, punitive and exemplary damage claims differ significantly from other general unsecured claims which are based upon pecuniary losses. For these reasons, such claims have been classified separately from other unsecured claims. The Genesis Debtors do not believe that there will be any allowed claims in this class. However, several proofs of claim have been filed concerning personal injury or wrongful death claims that include punitive or exemplary damage amounts and this class has been included in the Plan for completeness. In addition, the AGE Institute has asserted unspecified punitive and exemplary damages in connection with certain counterclaims it has asserted against certain Genesis Debtors in response to the commencement of an adversary proceeding commenced against it. Treatment. To the extent there are any allowed claims in this class, they are subordinated to the claims in other classes. No property will be distributed to the holders of any allowed claims in this class from the Genesis Debtors' estates. Solely, to the extent these claims are covered by applicable insurance policies, and such insurance is permitted under state law, holders of allowed claims in this class shall receive insurance proceeds. 21 8. Genesis Series G Preferred Stock Interests (Class G8) Description. Class G8 consists of the equity interests represented by the outstanding shares of Genesis's Series G Cumulative Convertible Preferred Stock. This issue consists of 586,240 shares of preferred stock issued to HCR Manor Care, Inc. in connection with Genesis's 1998 acquisition of the pharmacy business of that company. This class also includes any claims that HCR Manor Care, Inc. has or may assert against Genesis in connection with the issuance of this preferred stock, whether based on state or federal securities laws or otherwise (although no proof of claim for such amounts has been filed). Treatment. Holders of equity interests in Class G8 will receive no property under the Plan, and these equity interests will be cancelled on the Effective Date. 9. Genesis Series H Preferred Stock Interests (Class G9) Description. Class G9 consists of the equity interests represented by the outstanding shares of Genesis's Series H Senior Convertible Participating Cumulative Preferred Stock. This issue consists of 24,369 shares of preferred stock issued to The Cypress Group and certain of its affiliates, TPG Partners II, L.P., and Nazem, Inc. in connection with a 1999 restructuring of Genesis's obligations. That restructuring is described in detail in Genesis's Form 10-K for the fiscal year ended September 30, 2000. Treatment. Holders of equity interests in Class G9 will receive no property under the Plan and these equity interests will be cancelled on the Effective Date. 10. Genesis Series I Preferred Stock Interests (Class G10) Description. Class G10 consists of the equity interests represented by the outstanding shares of Genesis's Series I Senior Convertible Exchangeable Participating Cumulative Preferred Stock. This issue consists of 17,631 shares of preferred stock issued to The Cypress Group and certain of its affiliates, TPG Partners II, L.P., and Nazem, Inc. in connection with a 1999 restructuring of Genesis's obligations. That restructuring is described in detail in Genesis's Form 10-K for the fiscal year ended September 30, 2000. Treatment. Holders of equity interests in Class G10 will receive no property under the Plan, and these equity interests will be cancelled on the Effective Date. 11. Genesis Common Stock Interests (Class G11) Description. This class consists of the common equity interests in Genesis represented by Genesis's outstanding 48,641,456 shares of common stock, $0.02 par value. The class includes all shares owned by affiliates or members of the management of the Genesis Debtors and any outstanding options, warrants, or rights to purchase such stock, including conversion or exchange rights under the Series G Cumulative Convertible Preferred Stock, the Series H Senior Convertible Participating Cumulative Preferred Stock, and the Series I Senior Convertible Exchangeable Participating Cumulative Preferred Stock. Treatment. Holders of equity interests in Class G11 will receive no property under the Plan, and these equity interests will be cancelled on the Effective Date. 22 F. Description of the Multicare Classes Unless otherwise indicated, the characteristics and amount of the claims or equity interests in the following classes are based on the books and records of the Multicare Debtors. Each subclass is treated as a separate class for purposes of the Plan of Reorganization and the Bankruptcy Code. However, the following discussion may refer to a group of subclasses as a single class for ease of reference. 1. Multicare Other Secured Claims (Class M1) Description. Class M1 is a group of subclasses, with aggregate allowed secured claims of approximately $26,318,000 as of the date of this Disclosure Statement (exclusive of interest and net of reinstatement payments). For the most part, claims in these subclasses are mortgage financings of various properties owned and/or operated by the Multicare Debtors and equipment financings of various types. Each subclass represents a separate mortgage or collateral pool. The following table describes the material subclasses in Class M1. The Plan of Reorganization reinstates the claims in Subclasses M1-1 through M1-6. The aggregate cost to cure defaults and reinstate the debt in these subclasses is projected to be $3,522,000 as of June 30, 2001. These claims are not impaired, and the holders of the debt are not entitled to vote to accept or reject the Plan. Subclass M1-7 is impaired and is entitled to vote. The following table identifies and summarizes the treatment for each of the material subclasses in Class M1. The percentage recovery indicated in the following table is based on the value of the collateral securing these obligations. Treatment of Subclasses
-------------------------------------------------------------------------------------------------- Subclass Description Entitled Estimated Collateral (lender or guarantor) Treatment to Vote Recovery -------------------------------------------------------------------------------------------------- M1-1 Rosewood Center (Tyler $825,000 mortgage reinstated No 100% County, WV) -------------------------------------------------------------------------------------------------- M1-2 Sisterville Center (Care $1,960,000 mortgage reinstated No 100% Haven) (Tyler County, WV) -------------------------------------------------------------------------------------------------- M1-3 Raleigh Center (WV Hospital $1,840,000 mortgage bonds No 100% Authority) reinstated -------------------------------------------------------------------------------------------------- M1-4 Westford Center (HUD) $6,637,992 mortgage reinstated No 100% -------------------------------------------------------------------------------------------------- M1-5 Willows Center $11,900,815 mortgage No 100% Cedar Ridge Center reinstated Dawn View Center (MediTrust) -------------------------------------------------------------------------------------------------- M1-6 Teays Valley (West Virginia $3,665,000 mortgage reinstated No 100% Hospital Authority) -------------------------------------------------------------------------------------------------- M1-7 Point Pleasant (Mason County Return of collateral Yes 100%* WV) Outstanding Mortgage: $1,535,000 --------------------------------------------------------------------------------------------------
* Based on a valuation of the collateral securing these claims. Section 506(a) of the Bankruptcy Code provides that a claim is secured only to the extent of the value of the underlying collateral. In addition to Subclasses M1-1 through M1-7, there are other subclasses of miscellaneous secured claims of approximately $71,000 against the Multicare Debtors, each of 23 which will be treated as a separate class. Under the Plan of Reorganization, either these claims will be reinstated or the Reorganized Debtors will return the property securing such claim. The reinstated claims are not impaired, and the holders are not entitled to vote to accept or reject the Plan of Reorganization. 2. Multicare Senior Bank Claims (Class M2) Description. The prepetition claims in this class aggregate approximately $443,400,000 and are the largest claims against the Multicare Debtors. This class consists of the following prepetition claims: Instrument Amount -------------------------------------------------------- Revolver $112,700,000 Term Loan A 116,400,000 Term Loan B 145,800,000 Term Loan C 49,100,000 ---------------- Subtotal $424,000,000 Prepetition interest 19,400,000 ---------------- Total prepetition claims $443,400,000 The claims under the Revolver, Term Loan A, Term Loan B, and Term Loan C arise under Multicare's Fourth Amended and Restated Credit Agreement, dated as of August 20, 1999, among The Multicare Companies, Inc., certain subsidiary Multicare Debtors named therein, Mellon Bank N.A., as administrative agent, certain co-agents named therein, and the lenders participating in such agreement. To secure those claims, the Multicare Debtors granted first priority security interests in substantially all their assets and junior security interests in certain properties already subject to liens. The claims in Class M2 have the benefit of subordination provisions in the instruments representing the claims in Class M5 (Multicare Senior Subordinated Note Claims). The effect of these subordination provisions is to require that distributions that would otherwise be made to Class M5 be made to the holders of Multicare Senior Lender Claims. The Plan of Reorganization does not give effect to those provisions, and the distribution of New Common Stock and New Warrants to the holders of claims in Class M5 (Multicare Senior Subordinated Note Claims) represents a negotiated settlement between the official committee of unsecured creditors in the Multicare reorganization cases and the holders of the Multicare Senior Lender Claims. Treatment. Class M2 will be entitled to receive 88.37% of the shares of the New Multicare Stock. However, approval of the Plan will implement the Plan of Merger, under which all such stock will be deemed to be immediately exchanged for o $25,000,000 in cash o New Senior Notes in the principal amount of $147,682,000 o shares of New Convertible Preferred Stock with an aggregate liquidation preference of $11,600,000 24 o approximately 19.02% of the New Common Stock The allocation of New Common Stock is also subject to dilution based on future issuances of additional shares of New Common Stock, including in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, and the issuance of restricted shares of New Common Stock and options under the New Management Incentive Plan for key employees. Distributions to Class M2 will be made to the individual holders of the Multicare Senior Lender Claims in such denominations and registered in the names of the holders as Mellon Bank, N.A. shall have directed in writing. 3. Multicare Priority Non-Tax Claims (Class M3) Description. The claims in Class M3 are the types of claims identified in section 507(a) of the Bankruptcy Code that are entitled to priority in payment (other than administrative expense claims and priority tax claims). For the Multicare Debtors, these claims relate primarily to prepetition wages and employee benefit plan contributions that had not yet been paid as of the Commencement Date. The Multicare Debtors believe that all of these claims have already been paid pursuant to an order entered by the Bankruptcy Court on the Commencement Date. Treatment. Claims in Class M3 that have not already been paid will be paid on the later of (i) the Effective Date, (ii) the date such claim becomes allowed, and (iii) the date for payment provided by any agreement or understanding between the parties, except to the extent the holders of such claims agree to a different treatment. 4. Multicare General Unsecured Claims (Class M4) Description. The aggregate amount of general unsecured claims filed against the Multicare Debtors on or before the December 19, 2000 bar date was approximately $1,702,490,000. However, the Multicare Debtors estimate that the aggregate amount of allowed claims in Class M4 will be approximately $26,439,000, after deducting duplicate claims, claims not supported by the Multicare Debtors' books and records, claims covered by insurance, and claims that are subject to other objections. The claims in Class M4 consist of the claims of suppliers and other vendors, landlords with prepetition rent claims and/or claims based on rejection of leases, personal injury and other litigation claimants to the extent not covered by insurance, parties to contracts with the Multicare Debtors that are being rejected, deficiency claims of mortgage lenders, contingent (as of the date hereof) claims relating to bonds executed on behalf of the Debtors by Liberty Bond Services, and other general unsecured claims. For completeness, this class also includes claims covered by insurance in whole or in part maintained by or on behalf of the Multicare Debtors. However, such claims will be entitled to share in the treatment of this class only to the extent they are not covered by such insurance. The Multicare Debtors believe that their professional liability insurance is sufficient to cover all allowed claims for personal injury or wrongful death. See section V.D.7, below. For purposes of the initial distribution, and as part of the distribution mechanism under the Plan for holders of claims in Classes M4 and M5, the Debtors will be required to estimate the total amount of claims that will be allowed. See section V.D.5, below. Treatment. The holders of claims in Class M4 which are uninsured in whole or in part will share 11.63% of the shares of New Multicare Stock with the holders of claims in Class M5. Approval of the Plan will implement the Plan of Merger, under which all such stock will be deemed to be immediately exchanged for 2.50% of the New Common Stock and 37.81% 25 of the New Warrants, which will be shared with the holders of claims in Class M5 on a pro rata basis. Based on the books and records of the Multicare Debtors, Class M4 will receive o approximately 0.23% of the New Common Stock o 3.52% of the New Warrants Holders of claims in this class that are covered by insurance will be paid in the ordinary course of the business of the Reorganized Debtors to the extent of such insurance, and to the extent that these claims are not covered by insurance will be treated in the same manner as the holders of uninsured claims in this class. All shares of New Common Stock are subject to dilution based on future issuances of additional shares of New Common Stock, including in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, and the issuance of restricted shares of New Common Stock and options under the New Management Incentive Plan for key employees. 5. Multicare Senior Subordinated Note Claims (Class M5) Description. The claims in this class total $257,817,000 and consist of the principal and interest accrued and unpaid through the Commencement Date, less unamortized original issue discount, under Multicare's 9% Senior Subordinated Notes due 2007, issued and governed by the Indenture, dated as of August 11, 1997, between Multicare and PNC Bank, National Association, as trustee. The claims in Class M5 are contractually subordinated to the Multicare Senior Lender Claims in Class M2. Treatment. The holders of claims in Class M5 will share 11.63% of the shares of New Multicare Stock with the holders of claims in Class M4. Approval of the Plan will implement the Plan of Merger, under which all such stock will be deemed to be immediately exchanged for 2.50% of the New Common Stock and 37.81% of the New Warrants, which will be shared with the holders of claims in Class M4 on a pro rata basis. Based on the books and records of the Multicare Debtors, Class M5 will receive o approximately 2.27% of the New Common Stock o 34.29% of the New Warrants All shares of New Common Stock are subject to dilution based on future issuances of additional shares of New Common Stock, including in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, and the issuance of restricted shares of New Common Stock and options under the New Management Incentive Plan for key employees. 6. Multicare Intercompany Claims (Class M6) Description. The Multicare Debtors record transfers of funds among themselves as intercompany claims. For example, funds borrowed by Multicare under its prepetition credit agreement have been used to fund and build the operations of many of the other Multicare Debtors. In addition, funds earned by the subsidiaries of Multicare have been transferred to Multicare as partial repayment of such advances. Treatment. For purposes of the Plan, these claims are unimpaired. 26 7. Multicare Punitive Damage Claims (Class M7) Description. Class M7 consists of any claim against any of the Multicare Debtors for any fine, penalty, forfeiture, or attorneys' fees (but only to the extent such attorneys' fees are punitive in nature), or for multiple, exemplary, or punitive damages, to the extent that such fine, penalty, forfeiture, attorneys' fees, or damages is not compensation for actual pecuniary loss suffered by the holder of such claim and not statutorily prescribed. In general, punitive or exemplary damage claims are intended to punish or make an example of a wrongdoer. However, in the context of an insolvent entity, such as the Multicare Debtors, the enforcement of punitive claims would have the effect of punishing unsecured creditors by diluting the ultimate recovery to all unsecured creditors. Moreover, punitive or exemplary damage claims differ significantly from other general unsecured claims which are based upon pecuniary losses. For these reasons, such claims have been classified separately from other unsecured claims. The Multicare Debtors do not believe that there will be any allowed claims in this class. However, several proofs of claim have been filed concerning personal injury or wrongful death claims that include punitive or exemplary damage amounts and this class has been included in the Plan for completeness. Treatment. To the extent there are any allowed claims in this class, they are subordinated to the claims in other classes. No property will be distributed to the holders of any allowed claims in this class from the Multicare Debtors' estates. Solely, to the extent these claims are covered by applicable insurance policies, and such insurance is permitted under state law, holders of allowed claims in this class shall receive insurance proceeds. 8. Multicare Common Stock Equity Interests (Class M8) Description. This class consists of all the common equity interests in Genesis ElderCare Corp., including any outstanding options, warrants, or rights to acquire such equity interests, represented by that company's 745,000 outstanding shares of common stock, $0.01 par value, of which approximately 43.6% is currently owned by Genesis. Treatment. Holders of equity interests in Class M8 will receive no property under the Plan, and these equity interests will be cancelled on the Effective Date. G. Administrative Expenses for the Genesis Debtors and the Multicare Debtors In order to confirm the Plan of Reorganization, Administrative Expense Claims and Priority Tax Claims must be paid in full or in a manner otherwise agreeable to the holders of those claims. Administrative expenses are the actual and necessary costs and expenses of the chapter 11 cases of the Genesis Debtors and the Multicare Debtors. Those expenses include, but are not limited to, postpetition salaries and other benefits for employees, postpetition rent for facilities and offices, amounts owed to vendors providing goods and services during the chapter 11 cases, tax obligations incurred after the commencement of the chapter 11 cases, and certain statutory fees and expenses. Other administrative expenses include the actual, reasonable, and necessary professional fees and expenses of the professionals retained by the Genesis Debtors, the Multicare Debtors, and their respective creditors' committees, as well as the obligations outstanding under the separate debtor in possession financing agreements for the Genesis Debtors and the Multicare Debtors. Consistent with the requirements of the Bankruptcy Code, the Plan of Reorganization generally provides for allowed Administrative Expense Claims to be paid in full 27 on the later of the Effective Date and the first business day after the date that is thirty (30) days after the date such Administrative Expense Claim becomes allowed, except for Administrative Expense Claims relating to ordinary course of business transactions or for money borrowed, both of which will be paid in accordance with the past practice of the Debtors and the terms of the agreements governing such obligations. Administrative Expense Claims relating to compensation of the professionals retained by the Genesis Debtors, the Multicare Debtors, their respective creditors' committees, or for the reimbursement of expenses for certain members of their respective creditors' committees will, unless otherwise agreed by the claimant, be paid on the later of the Effective Date and the date on which an order allowing such Administrative Expense Claim is entered. Allowed tax claims entitled to priority under the Bankruptcy Code will be paid either in full on the later of the Effective Date and the first business day after the date that is thirty (30) days after the date such claim becomes allowed or with interest at a fixed annual rate equal to eight percent (8%) over a period not exceeding six (6) years from the date of assessment of the tax. 1. Debtor in Possession Financing The Genesis Debtors estimate that there will be approximately $200,000,000 outstanding under their debtor in possession financing agreements on the Effective Date. Of that amount, approximately $2,500,000 will relate to outstanding letters of credit. With the exception of those letters of credit, obligations under the debtor in possession financing agreements will be paid on the Effective Date. On the Effective Date, outstanding letters of credit will either be replaced or will remain outstanding and will be backed up with new letters of credit or cash collateralized on the Effective Date. The Multicare Debtors do not expect that any amounts will be outstanding under their debtor in possession financing agreements on the Effective Date, other than approximately $500,000 of letters of credit, which will either be replaced or will remain outstanding and will be backed up with new letters of credit or cash collateralized on the Effective Date. 2. Federal Medicare Claims The Medicare fiscal intermediaries for the Genesis Debtors and the Multicare Debtors have determined that the Debtors have received Medicare overpayments. The Medicare statute, regulations, and procedures require the fiscal intermediaries to adjust Medicare payments to recover such overpayments upon determining those overpayments. However, because of the bankruptcy, many of these determined overpayments remain outstanding. In addition, the Centers for Medicare and Medicaid Services (CMS) f/k/a the Health Care Financing Administration (HCFA) has imposed civil money penalties (CMPs) on certain of the Debtors that remain unpaid to date. CMS asserts no other claims against the Debtors. CMS and the Debtors agree that total determined overpayments have not taken into account underpayments that Genesis and Multicare believe are due under the Medicare program. The Debtors expect that these determined overpayments, and CMPs, will be reduced to zero, as of the effective date of the confirmation of the Plan of Reorganization, by application of underpayments. After the effective date, the Debtors will pay all Medicare determined overpayments and CMPs, and receive all determined underpayments, in the ordinary course of their businesses, in accordance with the Medicare statute, regulations, and procedures. 28 Separately, the Genesis Debtors have entered into an agreement to resolve four pending civil qui tam suits filed by private citizens under the federal False Claims Act, 31 U.S.C. ss. 3729 et seq. relating to alleged overbilling to the federal Medicare program. The terms of that settlement, which involve a payment of approximately $2.1 million to the federal government, are described in section II.K.1, below. 3. State Medicaid Claims Certain of the Genesis Debtors have accrued credits or overpayments due to various state Medicaid programs. The aggregate amount of such credits and overpayments is approximately $8,000,000. As part of the assumption of certain agreements and/or programs related to participation in the Medicaid programs in those states, the Genesis Debtors expect to make such payments in the ordinary course of their businesses. 4. Fees and Expenses of Professionals The Genesis Debtors estimate that the fees and expenses of the various professionals in their chapter 11 cases will be approximately $8,000,000, including amounts paid on an interim basis during the chapter 11 cases. The Multicare Debtors estimate that the fees and expenses of the various professionals in their chapter 11 cases will be approximately $10,000,000, including amounts paid on an interim basis during the chapter 11 cases. 5. Payments to Employees The Bankruptcy Court has approved retention programs for key employees of the Genesis Debtors and has approved the reimbursement of a portion of those expenses from the estates of the Multicare Debtors. Under those programs, approximately $4.4 million in retention payments has not yet been made and approximately $2.1 million in plan of reorganization incentive payments will be made (assuming an Effective Date of August 31, 2001). 6. Fees and Expenses of Indenture Trustees The Debtors estimate that the fees and expenses of the trustees under the indentures described in sections II.E.5 and II.F.5, above, including the fees and expenses of any professionals retained by such indenture trustees, assuming an Effective Date of August 31, 2001, will be approximately $280,000. H. Securities to be Issued Under the Plan of Reorganization 1. New Senior Notes Reorganized Genesis will issue $242,605,000 of New Senior Notes as part of the Plan. The New Senior Notes will bear interest at LIBOR plus 5.0%. The New Senior Notes will mature 6 months after the term note portion of the exit financing, which is expected to be 5-1/2 years after the Effective Date. The New Senior Notes will amortize 1% each year and will be secured by a junior lien on real property and related fixtures of substantially all the Debtors, subject to the liens granted to the lenders providing exit financing and any other pre-existing liens on such property. The liens granted to secure the New Senior Notes will also secure, on an equal and ratable basis, the claims in Subclass G1-17 and the liens of the property securing the claims in Subclass G1-17 will secure the New Senior Notes, on a junior and subordinate basis. The New Senior Notes will be governed by an Indenture, a copy of which is part of the Plan Supplement. 29 The Indenture will include covenants that are standard for public debt. Reorganized Genesis may prepay all or a portion of the New Senior Notes at any time without penalty (although such prepayment may be restricted by the terms of the exit financing). The New Senior Notes will be guarantied by substantially all the Debtors. The only Debtors excluded from the liens and guaranties are ones that have obligations which are being reinstated under the Plan if the terms of those obligations would prohibit such liens and/or guaranties. See sections II.E.1 and II.F.1, above, for a discussion of reinstated classes, and section VIII.C, below, for a discussion of the exit financing. The Debtors used the following methodology to allocate the New Senior Notes between the holders of the Genesis Senior Lender Claims and the holders of the Multicare Senior Lender Claims. After consultation with their respective advisors and with prospective exit financing lenders, the Debtors determined that the overall debt capacity of the combined companies should not exceed $624,000,000. The Debtors allocated this debt capacity pro rata, based on the respective adjusted year 2001 EBITDA projections for the Genesis Debtors and the Multicare Debtors, to determine an overall debt capacity of $440,000,000 for the Genesis Debtors and $184,000,000 for the Multicare Debtors. The Genesis Debtors then deducted their aggregate miscellaneous secured claims (Class G1) and the amount of exit financing needed to pay their administrative expenses from their overall debt capacity allocation. After those calculations, the Genesis Debtors would have a remaining debt capacity of $94,923,000. The Multicare Debtors performed a similar calculation, resulting in a remaining debt capacity of $147,682,000. These amounts were used to allocate the New Senior Notes. 2. New Convertible Preferred Stock On the Effective Date, Reorganized Genesis will issue convertible preferred stock with a liquidation preference of $42,600,000. The New Convertible Preferred Stock will accrue dividends at the annual rate of 6%, payable by Reorganized Genesis in additional shares of New Convertible Preferred Stock. The New Convertible Preferred Stock is convertible at any time, at the option of the holders, into shares of New Common Stock. Reorganized Genesis will have the right to convert all the shares of New Convertible Preferred Stock to shares of New Common Stock at any time after the first anniversary of the Effective Date when the average trading price for a share of New Common Stock over the immediately preceding 30 calendar days is $30.00 or more. In either case, the conversion rate will be $20.33 of liquidation preference for each share of New Common Stock. Reorganized Genesis will have the right to redeem the New Convertible Preferred Stock at any time by giving 30 days notice to the holders (although such redemptions may be restricted by the terms of the exit financing). The holders may convert their shares prior to the expiration of that 30-day period. The New Convertible Preferred Stock is also subject to mandatory redemption on the 9th anniversary of the Effective Date. It will also be subject to mandatory redemption from the actual cash received by Reorganized Genesis from the following: (i) the sale of certain real and personal property, as identified in the Plan Supplement; (ii) the exercise of the New Warrants; (iii) any settlement with the federal government in connection with certain administrative appeals identified in the Plan Supplement; (iv) the settlement or other resolution of the claims of the Genesis Debtors against the AGE Institute and its related entities; and (v) the issuance of any equity (other than exercise of the New Warrants) to the extent that such proceeds are not required to be a mandatory prepayment pursuant to the terms of the exit financing required by the Plan. Although the recovery of any cash from the AGE Institute is uncertain (the AGE Institute has asserted that there will be no recovery), the receipt of such amounts is not needed to meet the redemption requirements for the New Convertible Preferred Stock. See section V.D.5, below. Reorganized Genesis will give 30 days notice to the 30 holders of any mandatory redemption, and holders of the New Convertible Preferred Stock may convert their shares prior to the expiration of that period. 3. New Common Stock On the Effective Date, Reorganized Genesis will issue 41,000,000 shares of its New Common Stock, par value $0.01. The shares will be issued to the holders of claims in Classes G2, G4, G5, M2, M4, and M5. The following table shows the allocation among these classes: Shares of New % of New Class Common Stock Common Stock ------------------------------------------------------------------------- G2 (Genesis Senior Lender Claims) 30,485,079 74.35% G4 (Genesis General Unsecured Claims) 289,305 0.71% G5 (Genesis Senior Subordinated Claims) 1,399,842 3.41% ------------------------------- Subtotal 32,174,226 78.47% M2 (Multicare Senior Lender Claims) 7,798,917 19.02% M4 (Multicare General Unsecured Claims) 95,509 0.23% M5 (Multicare Senior Subordinated Claims) 931,348 2.27% ------------------------------- Subtotal 8,825,774 21.53% ------------------------------- Total 41,000,000 100.00% The New Common Stock will vote as a single class for the election of directors and on other matters that require shareholder approval and will be subject to dilution for the issuance of additional shares of New Common Stock, including in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, and the issuance of restricted shares of New Common Stock and options under the New Management Incentive Plan for key employees. The Management Incentive Plan is described in section VIII.F, below. The Plan of Reorganization will provide for authorization of sufficient shares of New Common Stock to accomplish the purposes described hereunder. 4. New Warrants On the Effective Date, Reorganized Genesis will issue warrants to purchase 4,559,475 shares of New Common Stock. This represents approximately 11.12% of the New Common Stock issued on the Effective Date, before dilution for stock issuances or the exercise of options under the New Management Incentive Plan for key employees described in section VIII.F, below. The New Warrants will expire on the first anniversary of the Effective Date and will have an exercise price of $20.33 per share of New Common Stock. The current valuation of the New Warrants of between $16,000,000 and $23,000,000 is based on (i) a volatility of 40% - 60%, (ii) a market price of $20.33 per share for the New Common Stock, (iii) the exercise price of $20.33 for the New Warrants, (iv) a one-year expiration for the New Warrants, and (v) a risk free rate of 3.6%. 5. New Multicare Common Stock On the Effective Date, Multicare will issue shares of its new common stock to the holders of claims in Classes M2, M4, and M5. This stock will not be distributed. Instead, it 31 will be exchanged for New Senior Notes, New Convertible Preferred Stock, New Common Stock, and New Warrants in accordance with the Plan and the terms of the Plan of Merger. I. Deemed Consolidation of Certain Debtors for Purposes of the Plan For purposes of distributions to Classes G2, G4, and G5, the Genesis Debtors will be considered to be a single legal entity. Similarly, for purposes of distributions to Classes M2, M4, and M5, the Multicare Debtors will be considered to be a single legal entity (although separate from the Genesis Debtors). This "deemed" consolidation has three major effects. First, it eliminates intercompany claims from the treatment scheme. Second, it eliminates guaranties of the obligations of one Genesis Debtor by another Genesis Debtor and one Multicare Debtor by another Multicare Debtor. Finally, each claim filed in Classes G2, G4, and G5 against any of the Genesis Debtors will be considered to be a single claim against the consolidated Genesis Debtors and each claim filed in Classes M2, M4, and M5 against any of the Multicare Debtors will be considered to be a single claim against the consolidated Multicare Debtors. The deemed consolidation will not affect the legal and organizational structure of the Reorganized Debtors, the modification or reinstatement of claims in Classes G1 and M1 (with the legal, equitable, and contractual rights to which the holder of any such claim in Glass G1 or M1 being reinstated and unimpaired under the Plan being left unaltered), guaranties or the grants of collateral in connection with any financing entered into, or New Senior Notes issued, on the Effective Date or pursuant to any contract or lease that is assumed under the Plan, or distributions out of any insurance policies or proceeds of policies. The foregoing deemed consolidation of the Genesis Debtors will result in the deemed elimination of multiple and duplicative claims, joint and several liability claims and guaranties, and the payment of allowed claims against each of the Genesis Debtors from a common fund. The deemed consolidation of the Multicare Debtors will have the same effect in their respective chapter 11 cases. Subject to the proviso contained at the end of this section, the Genesis Debtors and the Multicare Debtors believe that the foregoing deemed consolidation of their respective estates is warranted in light of the criteria established by the courts in ruling on the propriety of substantive consolidation in other cases. The two critical factors considered in assessing the entitlement to substantive consolidation are (i) whether creditors dealt with the Genesis Debtors or the Multicare Debtors as a single economic unit and did not rely on their separate identity in extending credit or (ii) whether the affairs of the Genesis Debtors or the Multicare Debtors are so entangled that consolidation will benefit all creditors. With respect to the first factor, creditors who make loans on the basis of the financial status of a separate entity expect to be able to look to the assets of their particular borrower for satisfaction of that loan. The second factor involves whether there has been a commingling of the assets and business functions and considers whether all creditors will benefit because untangling is either impossible or so costly as to consume the assets. The following is a discussion of these factors as they relate to the Genesis Debtors and the Multicare Debtors. 1. Genesis Debtors There is an ample factual basis for the deemed consolidation of the Genesis Debtors. First, the holders of the Genesis Senior Lender Claims dealt with substantially all the Genesis Debtors as a single economic unit and did not rely on their separate identity in extending credit. Specifically, almost all the Genesis Debtors are obligors under the credit agreement governing the Genesis Senior Lender Claims. In addition, almost all the Genesis Debtors granted first priority security interests in substantially all their assets and junior security interests 32 in certain properties already subject to liens to secure the Genesis Senior Lender Claims. This course of dealing and the expectations of the holders of the Genesis Senior Lender Claims together justify consolidation. Second, the affairs of the Genesis Debtors are entangled to the extent that consolidation will benefit all creditors. The Genesis Debtors consist of Genesis and 152 of its direct and indirect subsidiaries. Genesis's integrated healthcare networks provide inpatient, pharmacy, medical supply, and other healthcare services through eldercare centers, long-term care pharmacies, medical supply distribution centers serving over 1,000 eldercare centers, and community-based pharmacies in over 40 states. There is little correlation between the names of the centers and the names of the legal entities that technically own such facilities. This fact alone will make it very difficult for creditors to ascertain which Genesis Debtors they have a claim against. In fact, due to the organization of their books and records, the Genesis Debtors filed with the Bankruptcy Court their statement of financial affairs, schedules of assets and liabilities, and schedules of executory contracts and unexpired leases on a partially consolidated basis. Third, the books and records of the Genesis Debtors reflect a large amount of intercompany claims reflecting, among other things, advances from Genesis to fund and build its operations, upstreamed funds from the other Genesis Debtors to enable Genesis to make payments to creditors, the allocation of corporate overhead, and the transfer of other property from one Genesis Debtor to another. In view of the complexity of such transactions and the adjustments that have been made over time, it would be difficult to reconcile intercompany claims without embarking on an enormous effort that would diminish the return for all creditors. Finally, for the most part, the business units of the Genesis Debtors operate as integrated units, without all the formalities of separate corporate entities. As such, the Genesis Debtors participate in a unified cash management system (which includes non-Debtor subsidiaries) which would make it extremely difficult to confirm a plan of reorganization for individual Genesis Debtors. In view of the foregoing, the Genesis Debtors believe that creditors would not be prejudiced to any significant degree by the deemed consolidation proposed in the Plan of Reorganization, which is consistent with creditors' having dealt with the Genesis Debtors as a single economic entity, and further believe that such deemed consolidation would best utilize the Genesis Debtors' assets and potential of all of the Genesis Debtors to pay to the creditors of each entity the distributions proposed in the Plan of Reorganization. 2. Multicare Debtors There is an ample factual basis for the deemed consolidation of the Multicare Debtors. First, the Multicare Debtors all share a single manager -- Genesis -- which, as a general matter, operates each of the Multicare Debtors under the "Genesis" trade name. Second, holders of the Multicare Senior Lender Claims dealt with substantially all the Multicare Debtors as a single economic unit and did not rely on their separate identity in extending credit. Specifically, almost all the Multicare Debtors are obligors under the credit agreement governing the Multicare Senior Lender Claims. In addition, almost all the Multicare Debtors granted first priority security interests in substantially all their assets and junior security interests in certain properties already subject to liens to secure the Multicare Senior Lender Claims. This course of dealing and the expectations of the holders of the Multicare Senior Lender Claims together justify consolidation. 33 Third, the affairs of the Multicare Debtors are entangled to the extent that consolidation will benefit all creditors. The Multicare Debtors operate as a single enterprise, and have a single line of business -- the operation of assisted living and skilled nursing care facilities. There is not always a correlation between the names of the centers and the names of the legal entities that technically own such facilities. This fact alone will make it very difficult for some creditors to ascertain which Multicare Debtors they have a claim against. In fact, due to the organization of their books and records, the Multicare Debtors filed with the Bankruptcy Court their statement of financial affairs, schedules of assets and liabilities, and schedules of executory contracts and unexpired leases on a partially consolidated basis. Fourth, the books and records of the Multicare Debtors reflect a large amount of intercompany claims reflecting, among other things, advances from Multicare to fund and build its operations, upstreamed funds from the other Multicare Debtors to enable Multicare to make payments to creditors, the allocation of corporate overhead, and the transfer of other property from one Multicare Debtor to another. In view of the complexity of such transactions and the adjustments that have been made over time, it would be difficult to reconcile intercompany claims without embarking on an enormous effort that would diminish the return for all creditors. Finally, for the most part, the Multicare Debtors operate as a single integrated unit, without all the formalities of separate corporate entities. As such, the Multicare Debtors participate in a unified cash management system (which includes non-Debtor subsidiaries) which would make it extremely difficult to confirm a plan of reorganization for individual Multicare Debtors. In view of the foregoing, the Multicare Debtors believe that creditors would not be prejudiced to any significant degree by the deemed consolidation proposed in the Plan of Reorganization, which is consistent with creditors' having dealt with the Multicare Debtors as a single economic entity, and further believe that such deemed consolidation would best utilize the Multicare Debtors' assets and potential of all of the Multicare Debtors to pay to the creditors of each entity the distributions proposed in the Plan of Reorganization. 3. Proviso In the event the Plan of Reorganization is not confirmed, any and all statements made in section II.I, above and any and all evidence presented with respect to the appropriateness of the substantive consolidation of (i) each of the Genesis Debtors into a single legal entity for purposes of distributions under the Plan and (ii) each of the Multicare Debtors into a single legal entity for purposes of distributions under the Plan, shall be deemed withdrawn by the Debtors and shall not constitute admissions with respect to the appropriateness of substantive consolidation of such entities. The Plan represents a negotiated settlement among the holders of the Genesis Senior Lender Claims, the Multicare Senior Lender Claims, and the respective official committees of unsecured creditors appointed in the Genesis Debtors' and Multicare Debtors' reorganization cases concerning the distribution of property to unsecured creditors despite the deficiency claims of the holders of the Genesis Senior Lender Claims and the Multicare Senior Lender Claims. Because the Plan is a settlement, the statements contained herein and in the Plan are entitled to the protection of Rule 408 of the Federal Rules of Evidence. J. Securities Law Matters Holders of allowed claims in Classes G2, G4, G5, M2, M4, and M5 will receive Plan Securities pursuant to the Plan of Reorganization. Section 1145 of the Bankruptcy Code 34 provides certain exemptions from the securities registration requirements of federal and state securities laws with respect to the distribution of securities under a plan of reorganization. 1. Issuance and Resale of New Securities Under the Plan of Reorganization Section 1145 of the Bankruptcy Code provides that the securities registration requirements of federal and state securities laws do not apply to the offer or sale of stock, warrants, or other securities by a debtor if (i) the offer or sale occurs under a plan of reorganization, (ii) the recipients of securities hold a claim against, an interest in, or claim for administrative expense against the debtor, and (iii) the securities are issued in exchange for a claim against or interest in a debtor or are issued principally in such exchange and partly for cash and property. In reliance upon this exemption, the issuance of the New Senior Notes, the New Convertible Preferred Stock, the New Common Stock, and the New Warrants on the Effective Date as provided in the Plan of Reorganization generally will be exempt from the registration requirements of the Securities Act. Accordingly, such securities may be resold without registration under the Securities Act or other federal securities laws pursuant to an exemption provided by section 4(1) of the Securities Act, unless the holder is an "underwriter" (see discussion below) with respect to such securities, as that term is defined in the Bankruptcy Code. In addition, such securities generally may be resold without registration under state securities or "blue sky" laws pursuant to various exemptions provided by the respective laws of the several states. However, recipients of securities issued under the Plan of Reorganization are advised to consult with their own legal advisors as to the availability of any such exemption from registration under state law in any given instance and as to any applicable requirements or conditions to such availability. Section 1145(b)(1) of the Bankruptcy Code defines "underwriter" for purposes of the Securities Act as one who, except with respect to "ordinary trading transactions" of an entity that is not an "issuer," (A) purchases a claim against, interest in, or claim for an administrative expense, with a view to distribution of any security to be received in exchange for the claim or interest, or (B) offers to sell securities issued under a plan to the holders of such securities, or (C) offers to buy securities issued under a plan from the holders of such securities, if the offer to buy is made with a view to distribution of such securities and under an agreement made in connection with the plan, the consummation of the plan, or the offer or sale of securities under the plan, or (D) is an issuer of the securities within the meaning of section 2(11) of the Securities Act. The term "issuer" is defined in section 2(4) of the Securities Act; however, the reference contained in section 1145(b)(1)(D) of the Bankruptcy Code to section 2(11) of the Securities Act purports to include as statutory underwriters all persons who, directly or indirectly, through one or more intermediaries, control, are controlled by, or are under common control with, an issuer of securities. "Control" (as defined in Rule 405 under the Securities Act) means the possession, direct or indirect, of the power to direct or cause the direction of the management and policies of a person, whether through the ownership of voting securities, by contract, or otherwise. Accordingly, an officer or director of a reorganized debtor or its successor under a plan of reorganization may be deemed to be a "control person" of such debtor or successor, particularly if the management position or directorship is coupled with ownership of a significant percentage of the reorganized debtor's or its successor's voting securities. Moreover, the legislative history of section 1145 of the Bankruptcy Code suggests that a creditor who owns ten percent (10%) or more of the securities of a reorganized debtor may be presumed to be a "control person." 35 To the extent that persons deemed to be "underwriters" receive Plan Securities pursuant to the Plan, resales by such persons would not be exempted by section 1145 of the Bankruptcy Code from registration under the Securities Act or other applicable law. Entities deemed to be statutory underwriters for purposes of section 1145 of the Bankruptcy Code may, however, be able, at a future time and under certain conditions described below, to sell securities without registration pursuant to the resale provisions of Rule 144 and Rule 144A under the Securities Act. Under certain circumstances, holders of Plan Securities deemed to be "underwriters" may be entitled to resell their securities pursuant to the limited safe harbor resale provisions of Rule 144. Generally, Rule 144 provides that if certain conditions are met (e.g., the availability of current public information with respect to the issuer, volume limitations, and notice and manner of sale requirements), specified persons who resell "restricted securities" or who resell securities which are not restricted but who are "affiliates" of the issuer of the securities sought to be resold, will not be deemed to be "underwriters" as defined in section 2(11) of the Securities Act. Pursuant to the Plan, certificates evidencing Plan Securities received by a holder of ten percent (10%) or more of the outstanding New Common Stock will bear a legend substantially in the form below in the event the Debtors reasonably believe such holder is an underwriter: The securities evidenced by this certificate have not been registered under the Securities Act of 1933, as amended, or under the securities laws of any state or other jurisdiction and may not be sold, offered for sale, or otherwise transferred unless registered or qualified under said act and applicable state securities laws or unless the company receives an opinion of counsel reasonably satisfactory to it that such registration or qualification is not required. Any person or entity that would receive legended securities as provided above may instead receive certificates evidencing Plan Securities without such legend if, prior to the Effective Date, such person or entity delivers to Reorganized Genesis (i) an opinion of counsel reasonably satisfactory to Reorganized Genesis to the effect that the Plan Securities to be received by such person or entity are not subject to the restrictions applicable to "underwriters" under section 1145 of the Bankruptcy Code and may be sold without registration under the Securities Act and (ii) a certification that such person or entity is not an "underwriter" within the meaning of section 1145 of the Bankruptcy Code. Any holder of a certificate evidencing Plan Securities bearing such legend may present such certificate to the transfer agent for the shares of Reorganized Genesis for exchange for one or more new certificates not bearing such legend or for transfer to a new holder without such legend at such time as (i) such shares are sold pursuant to an effective registration statement under the Securities Act, or (ii) such holder delivers to Reorganized Genesis an opinion of counsel reasonably satisfactory to Reorganized Genesis to the effect that such shares are no longer subject to the restrictions applicable to "underwriters" under section 1145 of the Bankruptcy Code and may be sold without registration under the Securities Act or to the effect that such transfer is exempt from registration under the Securities Act, in which event the certificate issued to the transferee shall not bear such legend, unless otherwise specified in such opinion. 36 Whether or not any particular person would be deemed to be an "underwriter" of Plan Securities to be issued pursuant to the Plan, or an "affiliate" of Reorganized Genesis, would depend upon various facts and circumstances applicable to that person. Accordingly, the Debtors express no view as to whether any such person would be such an "underwriter" or an "affiliate." In view of the complex, subjective nature of the question of whether a particular person may be an underwriter or an affiliate of Reorganized Genesis, the Debtors make no representations concerning the right of any person to trade in Plan Securities. Accordingly, the Debtors recommend that potential recipients of Plan Securities consult their own counsel concerning whether they may freely trade such securities. 2. Listing Reorganized Genesis will use reasonable commercial efforts to continue to be a reporting company under the Securities Exchange Act of 1934 and will continue to file periodic and current reports as required by that statute. Reorganized Genesis will also list the New Common Stock on a nationally recognized market or exchange or a qualifying interdealer quotation system. Listing criteria initially may not be satisfied. 3. Secondary Stock Offering Reorganized Genesis will undertake a secondary stock offering for up to 30% of the shares of New Common Stock received by holders of Genesis Senior Lender Claims and Multicare Senior Lender Claims. Reorganized Genesis will retain an underwriter and holders of the New Common Stock may enter into underwriter agreements with such entity. The secondary stock offering will take place as soon as reasonably practical after the Effective Date, but no sooner than the time when Reorganized Genesis has filed financial reports with the Securities and Exchange Commission for two full financial quarters after the Effective Date. 4. Registration Rights The Plan of Reorganization provides for the execution of a registration rights agreement, under which Reorganized Genesis will have the obligation to register the Plan Securities. A copy of the registration rights agreement will be part of the Plan Supplement. K. Settlement and Compromise The Plan incorporates two significant settlements under Bankruptcy Rule 9019. The settlement with the federal government is being submitted for approval to the Bankruptcy Court. Approval for the settlement between the Genesis Debtors and the Multicare Debtors will be sought at the time of the hearing on confirmation of the Plan. On the Effective Date, the settlement between the Genesis Debtors and the Multicare Debtors will be binding on the Debtors and all holders of claims or interests in these chapter 11 cases. Entry of the order confirming the Plan will constitute a finding that this compromise and settlement is in the best interests of the Genesis Debtors and the Multicare Debtors, are fair, equitable, and reasonable, and are made in good faith in accordance with Bankruptcy Rule 9019. 1. Settlement with the Federal Government The Genesis Debtors have entered into a settlement agreement to resolve four pending civil qui tam suits filed by private citizens under the federal False Claims Act, 31 U.S.C. 37 3729 et seq. Each action will be dismissed and a release executed, consistent with the settlement agreement, for a total payment of $2,095,000, plus statutory attorneys' fees in the amount of approximately $80,000. The Genesis Debtors dispute the allegations asserted in these actions, and the agreement contains no admission of liability. The settlement agreement will resolve all claims against the Debtors in connection with these suits. The parties to the settlement agreement are Genesis and certain affiliates, the private citizens who brought the suits, the Department of Justice, and the Office of Inspector General for the Department of Health and Human Services. The Department of Justice will provide a release of all administrative and civil monetary claims under the False Claims Act, Civil Monetary Penalties Law, Program Fraud Civil Remedies, common law theories of payment by mistake, unjust enrichment, breach of contract, and fraud for the covered conduct in the agreement. The Office of Inspector General will provide a release of its permissive exclusion remedies for the covered conduct in the agreement. The Debtors are in negotiation with CMS over claims asserted by that agency, as well as claims asserted by Genesis and Multicare regarding reimbursement issues. The parties are working towards a global negotiation of the pending claims. 2. Settlement Between the Genesis Debtors and the Multicare Debtors Genesis has managed the Multicare Debtors pursuant to certain management services agreements since 1997. Those agreements were negotiated with the majority owners of Multicare at that time. As of the date the Multicare Debtors commenced their chapter 11 cases, approximately $36 million in deferred fees under these management services agreement and approximately $57 million on account of pharmacy, rehabilitation, and other ancillary services provided by Genesis to the Multicare Debtors remained outstanding. In April 2000, the Multicare Debtors retained Beverly Anderson as their independent restructuring officer and as a director. Shortly thereafter, the Multicare Debtors retained Ernst & Young and E&Y Capital Advisers to assist Ms. Anderson in undertaking an investigation and evaluation of all the relationships between the Genesis Debtors and the Multicare Debtors, including the management services agreements. The Multicare Debtors, with the assistance of their legal and financial advisors, also evaluated potential claims that they may have against the Genesis Debtors. The Genesis Debtors engaged in a similar evaluation with respect to claims they held against the Multicare Debtors and claims held by the Multicare Debtors against the Genesis Debtors. These evaluations were not completed before the December 19, 2000 bar date, and the Multicare Debtors and the Genesis Debtors therefore agreed to extend the bar date to give them additional time to complete their analyses. Pursuant to a series of stipulations and orders, the bar date for the Multicare Debtors to assert claims against the Genesis Debtors, and for the Genesis Debtors to assert claims against the Multicare Debtors, presently is June 30, 2001, which the parties have agreed to extend to September 15, 2001. After consideration of the merits of the claims between the Multicare Debtors and the Genesis Debtors, and after a series of settlement discussions and negotiations between the parties, the Genesis Debtors and the Multicare Debtors have determined to enter into a Settlement and Release Agreement (the "Genesis/Multicare Settlement"), a copy of which will be part of the Plan Supplement. Pursuant to the Genesis/Multicare Settlement, the Genesis Debtors and the Multicare Debtors shall set off their claims against one another and waive and release any and all claims against one another that they may have as of the date of the Settlement Agreement in excess of such setoff. Under the Settlement Agreement, the Genesis Debtors also will 38 acknowledge and agree that they will not seek to recover from the Multicare Debtors any deferred or unpaid management fees that might accrue or have accrued under the Management Agreement on and after the Commencement Date. The Debtors believe that the Genesis/Multicare Settlement represents a fair and equitable settlement of the claims between the parties and satisfies the standards for approval of settlements under Bankruptcy Rule 9019 and applicable law. In addition, the net results of the litigation of these counterclaims would not provide meaningful benefit to the creditors of the winning side. This results from the fact that such claims would share pro rata with hundreds of millions of dollars of other prepetition unsecured claims against the losing debtor and the recoveries under the Plan provide for a relatively small stock and warrant distribution. Moreover, sharing recoveries with the unsecured creditors on the losing side of this litigation could significantly dilute the recoveries of that group. The Debtors will seek approval of the Genesis/Multicare Settlement in connection with confirmation of the Plan. L. Reservation of "Cram Down" Rights The Bankruptcy Code permits the Bankruptcy Court to confirm a chapter 11 plan of reorganization over the dissent of any class of claims or equity interests as long as the standards in section 1129(b) are met. This power to confirm a plan over dissenting classes -- often referred to as "cram down" -- is an important part of the reorganization process. It assures that no single group (or multiple groups) of claims or interests can block a restructuring that otherwise meets the requirements of the Bankruptcy Code and is in the interests of the other constituents in the case. The Genesis Debtors and the Multicare Debtors each reserve the right to seek confirmation of the Plan, notwithstanding the rejection of the Plan by any class entitled to vote. In the event a class votes to reject the Plan, the Debtors will request the Bankruptcy Court to rule that the Plan meets the requirements specified in section 1129(b) of the Bankruptcy Code with respect to such class. The Debtors will also seek such a ruling with respect to each class that is deemed to reject the Plan. III. Voting Procedures And Requirements Detailed voting instructions are provided with the ballot accompanying this Disclosure Statement. The following classes are the only ones entitled to vote to accept or reject the Plan. Subclass Description ------------- -------------------------------------------- G1-13 Brakeley Park Center G1-14 North Cape Center G1-15 Oak Hill Center G1-16 Rittenhouse Pine Center G1-17 Synthetic Lease Claims G2 Genesis Senior Lender Claims G4 Genesis General Unsecured Claims G5 Genesis Senior Subordinated Note Claims 39 Subclass Description ------------- -------------------------------------------- M1-7 Point Pleasant M2 Multicare Senior Lender Claims M4 Multicare General Unsecured Claims M5 Multicare Senior Subordinated Note Claims If your claim is not in one of these classes, you are not entitled to vote and you will not receive a ballot with this Disclosure Statement. If your claim is in one of these classes, you should read your ballot and follow the listed instructions carefully. Please use only the ballot that accompanies this Disclosure Statement. -------------------------------------------------------------------------------- Ballot information number: For creditors of the Genesis Debtors: (800) 510-0923 For creditors of the Multicare Debtors: (800) 473-1419 -------------------------------------------------------------------------------- A. Vote Required for Acceptance by a Class Under the Bankruptcy Code, acceptance of a plan of reorganization by a class of claims is determined by calculating the number and the amount of claims voting to accept, based on the actual total claims voting. Acceptance requires an affirmative vote of a majority of the total claims voting and two-thirds in amount of the total claims voting. B. Classes Not Entitled to Vote Under the Bankruptcy Code, creditors are not entitled to vote if their contractual rights are unimpaired by the Plan or if they will receive no property under the Plan. Based on this standard, for example, the holders of claims in Classes G3 and M3 and certain miscellaneous secured claims are not being affected by the Plan. In addition, the holders of claims in Classes G7 and M7 and holders of equity interests in Classes G8, G9, G10, G11, and M8 are not receiving any property and are therefore deemed to reject the Plan. For a summary of the classes entitled to vote, see the charts in section II.C, above. C. Voting In order for your vote to be counted, your vote must be received by the voting agent at the following address before the voting deadline of 5:00 p.m., Pacific time, on August 17, 2001: ------------------------------------------------------------------- | If by overnight or hand delivery: If by standard mailing: | | Poorman-Douglas Corporation Poorman-Douglas Corporation | | 10300 S.W. Allen Boulevard P.O. Box 4390 | | Beaverton, Oregon 97005 Portland, Oregon 97208-4390 | | Attn: Genesis-Multicare Attn: Genesis-Multicare | | Balloting Ctr. Balloting Center | ------------------------------------------------------------------- If the instructions on your ballot require you to return the ballot to your bank, broker, or other nominee, or to their agent, you must deliver your ballot to them in sufficient time 40 for them to process it and return it to the voting agent before the voting deadline. If a ballot is damaged or lost, you may contact the Debtors' voting agent at the number set forth above. Any ballot that is executed and returned but which does not indicate an acceptance or rejection of the Plan of Reorganization will not be counted. IV. Financial Information, Projections, and Valuation Analyses A. Introduction This section provides summary information concerning the recent financial performance of the Genesis Debtors and the Multicare Debtors. They also provide a summary of five year projections and financial statements for each group of Debtors. Finally, the following discusses an estimate of a going concern valuation for the Genesis Debtors and the Multicare Debtors, based on information available at the time of the preparation of this Disclosure Statement. For purposes of these valuations, the Genesis Debtors and an independent Restructuring Officer for the Multicare Debtors renegotiated the terms of the management and service agreements between the Debtors to reflect current market conditions. The effects of those changes have been included in the projections and valuations described below. The financial projections assume that the Plan will be confirmed and consummated in accordance with its terms and that there will be no material change in the legislation or negotiation that will have an unexpected impact on the Debtors' operations. The Projections assume an Effective Date of September 30, 2001, with allowed claims treated in accordance with those provided for in the Plan. Expenses incurred as a result of the reorganization cases are assumed to be paid upon confirmation of the Plan of Reorganization. If the Debtors do not emerge from chapter 11 by September 30, 2001, additional bankruptcy expenses will be incurred until such time as a plan of reorganization is confirmed. These expenses could significantly impact the Debtors' results of operations and cash flows. The financial projections of both Genesis and Multicare were prepared individually and on an unlevered basis. Pursuant to the Plan, the Debtors are to be merged, and accordingly, the impact of the new Plan Securities is reflected on a pro forma consolidated basis. It is important to note that the projections and estimates of values described below may differ from actual performance and are highly dependent on significant assumptions concerning the future operations of these businesses. These assumptions include reimbursement levels under the Medicare and state Medicaid programs, professional liability insurance costs, growth of certain lines of business, labor, and other operating costs, inflation, and the level of investment required for capital expenditures and working capital. Please refer to section IX, below, for a discussion of many of the factors that could have a material effect on the information provided in this section. The estimates of value are not intended to reflect the values that may be attainable in public or private markets. They also are not intended to be appraisals or reflect the value that may be realized if assets are sold. 41 B. The Genesis Debtors 1. Operating Performance For a recent description of the operating performance of the Genesis Debtors and the Multicare Debtors on a consolidated basis, see the Form 10-K for the fiscal year ended September 30, 2000, which was filed by Genesis with the Securities and Exchange Commission on February 21, 2001, and the Form 10-Q for the period ended March 31, 2001, which was filed by Genesis on May 17, 2001. The following is a consolidating balance sheet and income statement indicating the relative contribution of Genesis and Multicare, individually, to the consolidated totals for the same periods.
Balance Sheet for the Year Ended December 31, 2000 ($000) Genesis Multicare Eliminations Consolidated ----------- ----------- ------------ ------------ Cash and equivalents $ 3,312 $ 19,636 $ - $ 22,948 Restricted investments in marketable securities 27,899 - - 27,899 Accounts receivable, net 396,473 101,953 (51,812) 446,614 Other current assets 102,931 16,929 - 119,860 ----------- ----------- ----------- ----------- Current Assets 530,615 138,518 (51,812) 617,321 Property and equipment, net 543,901 563,445 - 1,107,346 Goodwill and other intangibles, net 897,500 337,806 - 1,235,306 Other long-term assets 207,401 61,924 (101,399) 167,926 ----------- ----------- ----------- ----------- Total Assets $ 2,179,417 $ 1,101,693 $ (153,211) $ 3,127,899 =========== =========== =========== =========== Current installments of long-term debt $ 133,000 $ - $ - $ 133,000 Other current liabilities 127,440 69,694 (17,054) 180,080 ----------- ----------- ----------- ----------- Current Liabilities 260,440 69,694 (17,054) 313,080 Liabilities subject to compromise 1,665,921 875,111 (94,359) 2,446,673 Deferred income taxes - 54,082 - 54,082 Other long term liabilities 51,113 14,141 (3,140) 62,114 Minority interest 6,052 - 50,007 56,059 Redeemable preferred stock (subject to compromise) 442,820 - - 442,820 Shareholders' equity (deficit) (246,929) 88,665 (88,665) (246,929) ----------- ----------- ----------- ----------- Total Liabilities and shareholders' deficit $ 2,179,417 $ 1,101,693 $ (153,211) $ 3,127,899 =========== =========== =========== ===========
Income Statement for the Year Ended September 30, 2000 ($000) Genesis Multicare Eliminations Consolidated ----------- ----------- ------------ ------------ Pharmacy and medical supply services $ 993,215 $ - $ (40,865) $ 952,350 Inpatient services 688,073 632,078 - 1,320,151 243,126 13,501 (95,270) 161,357 ----------- ----------- ----------- ----------- Revenues, net 1,924,414 645,579 (136,135) 2,433,858
42
Income Statement for the Year Ended September 30, 2000 ($000) (Continued) Genesis Multicare Eliminations Consolidated ----------- ----------- ------------ ------------ Operating expenses Operating expenses 1,740,701 592,865 (136,135) 2,197,431 Debt restructuring, reorganization and other 250,999 186,503 - 437,502 charges Loss on sale of eldercare centers - 7,922 - 7,922 Multicare joint venture restructuring charge 420,000 - - 420,000 ----------- ----------- ----------- ----------- EBITDAR (487,286) (141,711) - (628,997) Lease expense 25,159 12,965 - 38,124 ----------- ----------- ----------- ----------- EBITDA (512,445) (154,676) - (667,121) Depreciation and amortization 78,897 38,064 - 116,961 Interest expense (Note A) 145,627 57,943 - 203,570 ----------- ----------- ----------- ----------- Pretax loss before income tax (benefit), minority interest, equity in net income (loss) of unconsolidated affiliates and cumulative effect of accounting change $ (736,969) $ (250,683) $ - $ (987,652) =========== =========== =========== =========== Note A - Genesis and Multicare contractual interest expense for the period presented was $155,345 and $76,154, respectively.
Balance Sheet as of March 31, 2001 ($000) Genesis Multicare Eliminations Consolidated ----------- ----------- ------------ ------------ Cash and equivalents $ - $ 23,867 $ - $ 23,867 Restricted investments in marketable securities 34,493 - - 34,493 Accounts receivable, net 390,086 99,221 (50,912) 438,395 Other current assets 118,747 15,046 - 133,793 ----------- ----------- ----------- ----------- Current Assets 543,326 138,134 (50,912) 630,548 Property and equipment, net 542,938 539,093 - 1,082,031 Goodwill and other intangibles, net 884,055 332,489 - 1,216,544 Other long-term assets 194,883 59,485 (99,689) 154,679 ----------- ----------- ----------- ----------- Total Assets $ 2,165,202 $ 1,069,201 $ (150,601) $ 3,083,802 =========== =========== =========== =========== Current installments of long-term debt $ 165,000 $ - $ - $ 165,000 Other current liabilities 145,879 59,684 (14,396) 191,167 ----------- ----------- ----------- ----------- Current Liabilities 310,879 59,684 (14,396) 356,167 Liabilities subject to compromise 1,657,661 855,372 (92,909) 2,420,124 Deferred income taxes - 54,082 - 54,082 Other long term liabilities 50,335 22,567 (9,508) 63,394 Minority interest 5,652 - 43,708 49,360 Redeemable preferred stock (subject to compromise) 455,735 - - 455,735 Shareholders' equity (deficit) (315,060) 77,496 (77,496) (315,060) ----------- ----------- ----------- ----------- Total Liabilities and shareholders' deficit $ 2,165,202 $ 1,069,201 $ (150,601) $ 3,083,802 =========== =========== =========== ===========
43
Income Statement for the Six Months Ended March 31, 2001 ($000) Genesis Multicare Eliminations Consolidated ----------- ----------- ------------ ------------ Pharmacy and medical supply services $ 529,543 $ - $ (18,368) $ 511,175 Inpatient services 354,084 313,890 - 667,974 Other revenues 129,443 5,384 (54,875) 79,952 ----------- ----------- ----------- ----------- Revenues, net 1,013,070 319,274 (73,243) 1,259,101 Operating expenses Operating expenses 922,881 295,015 (73,243) 1,144,653 Debt restructuring, reorganization 20,305 7,901 - 28,206 and other charges (Gain)/loss on sale of eldercare center (1,770) 2,310 - 540 ----------- ----------- ----------- ----------- EBITDAR 71,654 14,048 - 85,702 Lease expense 12,301 6,200 - 18,501 ----------- ----------- ----------- ----------- EBITDA 59,353 7,848 - 67,201 Depreciation and amortization 36,466 16,921 - 53,387 Interest expense (Note A) 63,469 2,298 - 65,767 ----------- ----------- ----------- ----------- Pretax loss before income tax (benefit), minority interest and equity in net income (loss) of unconsolidated affiliates $ (40,582) $ (11,371) $ - $ (51,953) =========== =========== =========== ===========
Note A - Genesis and Multicare contractual interest expense for the period presented was $41,798 and $19,954, respectively. 2. Five Year Projections General Operating Assumptions. Genesis will continue to operate its healthcare service businesses through its five lines of business: ElderCare, NeighborCare Pharmacies, Rehabilitation Services, Other Services, and Management Services & Overhead. ElderCare operates long-term care nursing facilities, NeighborCare is Genesis's institutional pharmacy business and medical supply business, and Rehabilitation Services is the rehabilitation therapy business. Other Services includes hospitality services, group purchasing services, diagnostic services, consulting services, and physician services. Management Services & Overhead includes third party management contracts and administrative costs. The operation of Genesis's business will not change materially from that described in Genesis's Form 10-K as of and for the year ended September 30, 2000. The financial projections generally assume inflationary rate increases and relatively stable occupancy and pharmacy beds served. The financial projections do not assume that Genesis acquires additional nursing facilities or new institutional pharmacies. For purposes of calculating the financial projections of Reorganized Genesis it has been assumed that no consolidated NOLs or NOL carryforwards of the Genesis Group or the Multicare Group will survive the reorganization and that any reduction in the tax basis in depreciable or amortizable assets of the Debtors would be insignificant. 44 Fiscal year 2001 reflects the Genesis Business Plan developed through a detailed bottom-up budgeting approach. Fiscal years 2002-2006 have been projected using fiscal year 2001 as a basis and adjusted for anticipated changes in government reimbursement, patient mix, occupancy rates, and industry trends. The following represents the highlights of the financial projections: o No growth assumed from acquisitions o Revenue CAGR 2001-2006 of 5.6% o EBITDA CAGR 2001-2006 of 4.5% o EBITDA Margin % at 7.7% in 2001, increasing to 8.0% in 2002 and declining to 7.5% in 2006 o Capital expenditures at $40 million in 2001 and growing at a CAGR from 2001 to 2006 of 4.5% Projections. The following table presents summary projected financial information for Genesis:
Fiscal Years ($ in 000's) ------------------------------------------------------------------- 2001 2002 2003 2004 2005 2006 ------------------------------------------------------------------- Revenue $2,039,000 2,126,000 2,229,000 2,349,000 2,476,000 2,610,000 EBITDA 158,000 170,000 174,000 182,000 190,000 197,000 EBITDA % 7.7% 8.0% 7.8% 7.7% 7.7% 7.5% Capital Expenditures 40,000 42,000 44,000 46,000 48,000 50,000
More detailed information on the financial projections is included in the Plan Supplement. 3. Going Concern Valuation UBS Warburg has acted as financial advisor for the Genesis Debtors in their chapter 11 cases. In connection with UBS Warburg's engagement, Genesis requested that UBS Warburg analyze the enterprise value of Genesis. The valuation analyses did not address other aspects of the proposed restructuring or any related transaction. The valuation analyses were prepared for the information of the Board of Directors of Genesis in connection with its consideration of the Plan of Reorganization and for the purpose of determining the value available to distribute to creditors pursuant the Plan and the relative recoveries to creditors thereunder. These analyses do not constitute a recommendation to any holder of claims against Genesis as to how to vote on the Plan. UBS Warburg's estimate of a range of enterprise value does not constitute an opinion as to the fairness from a financial point of view of the consideration to be received under the Plan or of the terms and provisions of the Plan. 45 In arriving at its views on valuation, UBS Warburg reviewed the Plan and certain related documents, as well as publicly available business and financial information relating to Genesis. UBS Warburg also reviewed other information relating to Genesis, including the 2001 to 2006 financial projections (the "Genesis Projections") (which are included in the Plan Supplement), which Genesis provided to or discussed with UBSW, and met with the management of Genesis to discuss the business and prospects of Genesis. A summary of the Genesis Projections are included above. UBS Warburg also considered financial data of Genesis and compared that data with similar data for other publicly held companies in businesses similar to Genesis and considered, to the extent publicly available, the financial terms of restructurings and other similar transactions that have recently been effected. UBS Warburg also considered other information, financial studies, analyses and investigations, and financial, economic, and market criteria that it deemed relevant. The analysis of comparable companies involved identifying a group of publicly traded companies comparable, in whole or in part, to Genesis and then calculating ratios of the enterprise values and equity values (based on publicly traded stock prices) for such companies to certain operating and financing data estimates for such companies (i.e., EBITDAR and EBITDA). The ranges of ratios indicated by such analysis were then applied to corresponding operating and financial data and estimates for Genesis based on the Genesis Projections to derive an implied enterprise value. UBS Warburg also conducted a discounted cash flow analysis applied on the unlevered free cash flows that Genesis would generate assuming the Genesis Projections were realized. Based on discussions with management, UBS Warburg then applied a range of perpetual growth rates and discount rates based upon the weighted average cost of capital ("WACC") for Genesis after the restructuring. Genesis's WACC was determined by analyzing the WACC of comparable companies and applying the comparable companies' unlevered betas to Genesis's reorganized capital structure. In connection with its review, UBS Warburg did not assume any responsibility for independent verification of any of the information that was provided to, or otherwise reviewed by, it and relied on that information being complete and accurate in all material respects. With respect to financial forecasts, UBS Warburg was advised, and assumed, that the Genesis Projections were reasonably prepared on bases reflecting the best currently available estimates and judgments of Genesis's management as to the future financial performance of Genesis after giving effect to the proposed restructuring. No representation or warranty, express or implied, can be or is made by UBS Warburg as to the accuracy or achievability of any such valuations, estimates, and/or forecasts, and UBS Warburg expressly disclaims any and all liability relating to or resulting from the use of this material. In addition, UBS Warburg assumed that the restructuring would be completed in accordance with the terms of the Plan without any amendments, modifications, or waivers and also assumed that in the course of obtaining the necessary judicial, regulatory, and third party consents for the proposed restructuring and related transactions, there will be no delays, modifications, or restrictions imposed that will have a material, adverse effect on the contemplated benefits of the proposed restructuring to Genesis. UBS Warburg was not requested to, and did not, make an independent evaluation or appraisal of the individual assets or liabilities, contingent or otherwise, of Genesis, and was not furnished with any such evaluations or appraisals. UBS Warburg's valuation analyses were based on information available to, and financial, economic, market, and other conditions as they existed and could be evaluated by, UBS Warburg on April 6, 2001. Actual results may vary from such estimates, valuation, or forecasts and such variations may be material. The preparation of valuation analyses is a complex analytical process involving various determinations as to the most appropriate and relevant methods of financial analysis and 46 the application of those methods to particular facts and circumstances, many of which are beyond the control of Genesis and UBS Warburg. The valuation range indicated by UBS Warburg's analyses is not necessarily indicative of the prices at which the common stock or other securities of Genesis may be bought or sold or predictive of future financial results or values, which may be significantly more or less favorable than those indicated by the analyses. Accordingly, UBS Warburg's analyses and estimates are inherently subject to substantial uncertainty. In arriving at its enterprise valuation, UBSW reviewed the current trading performance of Beverly Enterprises, HCR Manor Care, and Omnicare. This comparable company analysis indicated a range of multiples of enterprise to 2001 projected EBITDA multiples of 6.3x - 7.5x, and adjusted enterprise value (which capitalizes Genesis's rent expense as a long-term liability and accounts for other off balance sheet liabilities) to 2001 projected EBITDAR multiples of 6.5x - 7.7x. These ranges were based on the multiples indicated by the comparable companies identified above, adjusted to take into account, among other things, the relative size of the enterprise, payor mix, quality of assets, and business plan risk. The ranges were applied to Genesis's comparably projected 2001 EBITDA and EBITDAR. UBS Warburg has advised Genesis that, based upon and subject to the foregoing, as of April 6, 2001, their analyses indicated that the enterprise value of Genesis would be between $1.0 billion and $1.25 billion. C. The Multicare Debtors 1. Operating Performance For a recent description of the operating performance of the Multicare Debtors, see the Form 10-K for the fiscal year ended September 30, 2000, which was filed by The Multicare Companies, Inc. (the wholly-owned subsidiary of Multicare) with the Securities and Exchange Commission on February 21, 2001, and the Form 10-Q for the period ended March 31, 2001, which was filed on May 17, 2001. 2. Five Year Projections General Operating Assumptions. The Multicare only projections are exclusive of capital structure (100% equity) and fresh-start accounting is not applied. The projections assume no taxes are paid and no interest is either paid or accrued. These assumptions are made since a capital structure is not relevant in determining a total enterprise value for Multicare and the postbankruptcy capital structure is relevant to feasibility and other issues as applied against only the pro forma consolidated Genesis and Multicare. Accordingly, these issues are discussed in the consolidated assumption section of the Disclosure Statement. Multicare will continue to operate in its primary line of business of ElderCare which operates nursing facilities. The operations of Multicare's business will not change materially from that described in Multicare's Form 10-K as of and for the year ended September 30, 2000. The financial projections generally assume inflationary rate increases and relatively stable occupancy. The financial projections do not assume that Multicare will acquire additional nursing facilities. For purposes of calculating the financial projections of Reorganized Genesis it has been assumed that no consolidated NOLs or NOL carryforwards of the Genesis Group or the Multicare Group 47 will survive the reorganization and that any reduction in the tax basis in depreciable or amortizable assets of the Debtors would be insignificant. Fiscal year 2001 reflects the Multicare Business Plan developed through a detailed bottom-up budgeting approach. Fiscal years 2002-2006 have been projected using fiscal year 2001 as a basis and adjusted for anticipated changes in government reimbursement, patient mix, occupancy rates, and industry trends. The following represents the highlights of the financial projections: o No growth assumed from acquisitions o Revenue CAGR 2001-2006 of 3.3% o EBITDA CAGR 2001-2006 of 4.4% o EBITDA Margin % at 8.7% in 2001, increasing to 9.2% in 2003, and remaining constant through 2006 o Capital expenditures at $10 million in 2001 and growing at a CAGR from 2001 to 2006 of 4.2% Projections. The following table presents summary projected financial information for Multicare:
Fiscal Years ($ in 000's) ------------------------------------------------------------------- 2001 2002 2003 2004 2005 2006 ------------------------------------------------------------------- Revenue $641,800 670,100 690,500 711,500 733,100 755,300 EBITDA 56,000 59,400 63,300 65,200 67,300 69,500 EBITDA % 8.7% 8.9% 9.2% 9.2% 9.2% 9.2% Capital Expenditures 10,000 10,400 10,800 11,200 11,700 12,200
More detailed information on the financial projections is included in the Plan Supplement. 3. Going Concern Valuation Credit Suisse First Boston Corporation ("CSFB") has acted as financial advisor for the Multicare Debtors in their chapter 11 cases. In connection with CSFB's engagement, Multicare requested that CSFB analyze the enterprise value of Multicare. The valuation analyses did not address other aspects of the proposed restructuring or any related transaction. The valuation analyses were prepared for the information of the Board of Directors of Multicare in connection with its consideration of the Plan of Reorganization and for the purpose of determining the value available to distribute to creditors pursuant to the Plan and the relative recoveries to creditors thereunder. These analyses do not constitute a recommendation to any holder of claims against Multicare as to how to vote on the Plan. CSFB's estimate of a range of 48 enterprise value does not constitute an opinion as to the fairness from a financial point of view of the consideration to be received under the Plan or of the terms and provisions of the Plan. In arriving at its views on valuation, CSFB reviewed the Plan and certain related documents, as well as publicly available business and financial information relating to Multicare. CSFB also reviewed other information relating to Multicare, including the 2001 to 2006 financial projections (the "Multicare Projections") (which are included in the Plan Supplement), which Multicare provided to or discussed with CSFB, and met with the management of Multicare to discuss the business and prospects of Multicare. A summary of the Multicare Projections is included above. CSFB also considered financial data of Multicare and compared that data with similar data for other publicly held companies in businesses similar to Multicare and considered, to the extent publicly available, the financial terms of restructurings and other similar transactions that have recently been effected. CSFB also considered other information, financial studies, analyses and investigations, and financial, economic, and market criteria that it deemed relevant. The analysis of comparable companies involved identifying a group of publicly traded companies comparable, in whole or in part, to Multicare and then calculating ratios of the enterprise values and equity values (based on publicly traded stock prices) for such companies to certain operating and financing data estimates for such companies (i.e., EBITDAR and EBITDA). The ranges of ratios indicated by such analysis were then applied to corresponding operating and financial data and estimates for Multicare based on the Multicare Projections to derive an implied enterprise value. CSFB also conducted a discounted cash flow analysis applied on the unlevered free cash flows that Multicare would generate assuming the Multicare Projections were realized. Based on discussions with management, CSFB then applied a range of perpetual growth rates and discount rates based upon the weighted average cost of capital ("WACC") for Multicare after the restructuring. Multicare's WACC was determined by analyzing the WACC of comparable companies and applying the comparable companies' unlevered betas to Multicare's reorganized capital structure. In connection with its review, CSFB did not assume any responsibility for independent verification of any of the information that was provided to, or otherwise reviewed by, it and relied on that information being complete and accurate in all material respects. With respect to financial forecasts, CSFB was advised, and assumed, that the Multicare Projections were reasonably prepared on bases reflecting the best currently available estimates and judgments of Multicare's management as to the future financial performance of Multicare after giving effect to the proposed restructuring. In addition, CSFB assumed that the restructuring would be completed in accordance with the terms of the Plan without any amendments, modifications, or waivers and also assumed that in the course of obtaining the necessary judicial, regulatory, and third party consents for the proposed restructuring and related transactions, there will be no delays, modifications, or restrictions imposed that will have a material, adverse effect on the contemplated benefits of the proposed restructuring to Multicare. CSFB was not requested to, and did not, make an independent evaluation or appraisal of the individual assets or liabilities, contingent or otherwise, of Multicare, and was not furnished with any such evaluations or appraisals. CSFB's valuation analyses were based on information available to, and financial, economic, market, and other conditions as they existed and could be evaluated by, CSFB on March 19, 2001. The preparation of valuation analyses is a complex analytical process involving various determinations as to the most appropriate and relevant methods of financial analysis and the application of those methods to particular facts and circumstances, many of which are beyond the control of Multicare and CSFB. The valuation range indicated by CSFB's analyses is not 49 necessarily indicative of the prices at which the common stock or other securities of Multicare may be bought or sold or predictive of future financial results or values, which may be significantly more or less favorable than those indicated by the analyses. Accordingly, CSFB's analyses and estimates are inherently subject to substantial uncertainty. In arriving at its enterprise valuation though the comparable company analysis, CSFB reviewed the enterprise values of Beverly Enterprises and HCR Manor Care and the reorganization value of Vencor (now known as Kindred Healthcare, Inc.) reflected in the company's disclosure statement. This comparable company analysis indicated a range of multiples of enterprise value to 2001 projected EBITDA in the range of 5.0x - 7.0x and of adjusted enterprise value (which capitalizes Multicare's rent expense as a long-term liability and accounts for other off balance sheet liabilities) to 2001 projected EBITDAR in the range of 6.0x - 8.0x. These ranges were based on the multiples indicated by the comparable companies identified above adjusted to take into account, among other things, the relative size of the enterprise, payor mix, quality of assets, and business plan risk. These ranges were then applied to Multicare's projected 2001 EBITDA and EBITDAR. CSFB has advised Multicare that, based upon and subject to the foregoing, as of March 20, 2001, their analyses indicated that the enterprise value of Multicare would be between $350 million and $400 million. D. Reorganized Genesis (Merger of Genesis and Multicare) 1. Operating Performance Genesis currently reports its financial results on a consolidated basis with Multicare. The most recent results can be found in the Form 10-K for the fiscal year ended September 30, 2000, which was filed with the Securities and Exchange Commission on February 21, 2001, and the Form 10-Q for the fiscal quarter ended March 31, 2001, which was filed on May 17, 2001. 2. Five Year Projections The following table presents summary projected financial information for the combined companies of Genesis and Multicare:
Fiscal Years ($ in 000's) ------------------------------------------------------------------- 2001 2002 2003 2004 2005 2006 ------------------------------------------------------------------- Revenue $2,545,443 2,660,686 2,783,726 2,924,518 3,073,072 3,229,942 EBITDA 214,457 229,743 238,163 247,495 257,094 266,917 EBITDA % 8.4% 8.6% 8.6% 8.5% 8.4% 8.3% Capital Expenditures 50,000 52,400 54,800 57,200 59,700 62,200
More detailed information on the financial projections is included in the Plan Supplement. 50 V. Business Description and Reasons for Chapter 11 A. The Debtors' Businesses The Genesis Debtors and the Multicare Debtors are leading providers of healthcare and support services to the elderly. They operate inpatient facilities in five regional areas of the United States and a national pharmacy and medical supply business. The Genesis Debtors also provide an extensive range of rehabilitation therapy services, including speech pathology and physical and occupational therapy, through six certified rehabilitation agencies. Other related healthcare services provided by the Genesis Debtors include management of elder care centers, group purchasing and shared services programs, portable x-ray, diagnostic, home healthcare, physician, adult day care, staffing, transportation, and consulting services. 1. Relationship Between the Genesis Debtors and the Multicare Debtors Prior to October 1997, The Multicare Companies, Inc. was publicly-owned and not affiliated with the Genesis Debtors. Genesis, The Cypress Group, L.L.C., TPG Partners II, L.P., and Nazem, Inc. formed Genesis ElderCare Corp. for the purpose of acquiring The Multicare Companies, Inc. Through a tender offer and merger transaction, Genesis ElderCare Corp. (a Multicare Debtor) acquired 100% of the outstanding stock of The Multicare Companies, Inc. Genesis owns 43.6% of the common stock of Genesis ElderCare Corp. Genesis ElderCare Network Services, Inc., one of the Genesis Debtors, manages Genesis ElderCare Corp. pursuant to a management services agreement, dated as of October 7, 1997. At the time the management services agreement and other agreements were entered into, Multicare was controlled by parties unrelated to Genesis or the Genesis Debtors. The terms of these agreements were the product of arm's-length negotiations between Genesis and the parties controlling Multicare and the agreements were approved by Multicare's independent board of directors. In addition, the terms were disclosed at the time of the issuance of Multicare's senior subordinated notes (Class M5). Services provided by Genesis to Multicare under the management services and other agreements between the parties include operational oversight and management of Multicare's inpatient facilities, rehabilitation, pharmacy, medical supply, and other operational services, as well as accounting, financial services, and corporate administrative services. (In addition to the management services agreement, Genesis (through Genesis ElderCare Rehabilitation Services, Inc., a Genesis Debtor) is the predominant provider of inpatient and outpatient rehabilitation services for Multicare's facilities, and Genesis also is currently the predominant provider of institutional pharmacy services for Multicare's facilities.) In accordance with the understandings between Genesis and Multicare's independent board, the prices under the ancillary agreements were adjusted each year to reflect changes in the marketplace and the market median rate charged by Genesis for similar goods and services provided to other parties. In November 1999, as part of an overall restructuring of the financial obligations of Genesis and Multicare, Genesis became the effective controlling shareholder of Multicare. At that time, the independent members of the board of directors of Multicare resigned. At no time since that change in control were any changes made to the management services and other agreements that were beneficial to Genesis. Within seven months after the change in control, both Genesis and Multicare filed these chapter 11 cases. 51 Multicare's board of directors now consists of two members of Genesis's board of directors, one Genesis officer, and one independent director and officer unaffiliated with Genesis (the "Independent Director"). Each of Multicare's officers (other than the Independent Director) is also an officer of or affiliated with Genesis. As Multicare has no corporate infrastructure and relies upon Genesis to provide operational oversight and accounting, financial, and corporate administrative services, the Independent Director was hired in April 2000 to review and evaluate Multicare's relationships with Genesis. To assist the Independent Officer in performing its duties, Multicare retained Ernst & Young and E&Y Capital Advisers (together, "E&Y") to conduct a comprehensive review and analysis of the related party transactions between Genesis and Multicare. In this regard, E&Y reviewed the following broad lines of contractual and/or business relationships between Genesis and Multicare: (a) Genesis's management of Multicare; (b) Genesis's provision of rehabilitation services to Multicare; (c) Genesis's provision of hospitality services to Multicare; and (d) Genesis's provision of pharmacy services to Multicare. More specifically, E&Y evaluated, among other matters, (i) whether the rehabilitation therapy rates being charged by Genesis were the same or better than those Genesis charged to third parties, (ii) the expected costs and required management structure if Multicare were to provide these services directly, (iii) the costs, benefits, and structure of the hospitality services (such as food, dietary, housekeeping, linen, and laundry services) being provided by Genesis to Multicare, (iv) the cost and structure of the management services agreement, and (v) the cost and structure of the pharmacy services being provided by Genesis to Multicare. The Independent Director, utilizing the findings and recommendations of E&Y, thereafter engaged in negotiations with Genesis management regarding the terms of the related party relationships to reflect current market conditions. Ultimately, Multicare and Genesis agreed to modifications of the related party business and contractual relationships that resulted in an annualized cost savings to the Multicare Debtors of approximately $12 million. The effects of these changes have been included in the budgets, projections, and valuations described in section IV, above. Thus, the effects have been included in the materials needed for valuation of the separate estates of the Genesis Debtors and the Multicare Debtors. However, the effects of the changes have not been reflected in Multicare's historical financial statements and new contracts have not actually been entered into due to the proposed merger of Genesis and Multicare. 2. Pharmacy and Medical Supply Services (Genesis Debtors) The Genesis Debtors provide pharmacy and medical supply services through their NeighborCare pharmacy subsidiaries. Included in pharmacy and medical supply service revenues are institutional pharmacy revenues, which include the provision of prescription and nonprescription pharmaceuticals, infusion therapy, medical supplies, and equipment provided to eldercare centers operated by the Genesis Debtors, as well as to independent healthcare providers by contract. The pharmacy services provided in these settings are tailored to meet the needs of the institutional customer. These services include highly specialized packaging and dispensing systems, computerized medical records processing, and 24-hour emergency services. NeighborCare provides institutional pharmacy products and services to the elderly, chronically ill, and disabled in long-term care and alternate sites settings, including skilled nursing facilities, assisted living facilities, residential and independent living communities, and the home. The Genesis Debtors also provide pharmacy consulting services to assure proper and effective drug therapy. The Genesis Debtors provided these services through institutional pharmacies (one is jointly-owned) and medical supply distribution centers located in their various market areas. In addition, the Genesis Debtors operated community-based pharmacies which are located in or near 52 medical centers, hospitals, and physician office complexes. The community-based pharmacies provide prescription and over-the-counter medications and certain medical supplies as well as personal service and consultation by licensed professional pharmacists. Approximately 91% of the sales attributable to all pharmacy operations in the twelve months ended September 30, 2000 were generated through external contracts with independent healthcare providers, with the balance attributable to centers owned or leased by the Genesis Debtors, including centers jointly owned with the Multicare Debtors. 3. Inpatient Services (Genesis Debtors and Multicare Debtors) The Genesis Debtors own, lease, or manage eldercare centers, standalone assisted living facilities, and transitional care units located in 15 states. These include eldercare centers owned or leased by the Multicare Debtors. The skilled nursing centers of the Genesis Debtors and the Multicare Debtors offer three levels of care for their customers: skilled, intermediate, and personal. Skilled care provides 24-hour per day professional services of a registered nurse; intermediate care provides less intensive nursing care; and personal care provides for the needs of customers requiring minimal supervision and assistance. Each eldercare center is supervised by a licensed healthcare administrator and engages the services of a Medical Director to supervise the delivery of healthcare services to residents and a Director of Nursing to supervise the nursing staff. The Genesis Debtors maintain a corporate quality assurance program to monitor regulatory compliance and to enhance the standard of care provided in each center. The Genesis Debtors have established and actively market programs for elderly and other customers who require subacute levels of medical care. These programs include ventilator care, intravenous therapy, postsurgical recovery, respiratory management, orthopedic or neurological rehabilitation, terminal care, and various forms of coma, pain, and wound management. Private insurance companies and other third party payors, including certain state Medicaid programs, have recognized that treating customers requiring subacute medical care in centers such as those operated by the Genesis Debtors and the Multicare Debtors is a cost-effective alternative to treatment in an acute care hospital. The Genesis Debtors and the Multicare Debtors provide such care at rates that they believe are substantially below the rates typically charged by acute care hospitals for comparable services. 4. Other Services (Genesis Debtors and Multicare Debtors) Rehabilitation Therapy. The Genesis Debtors provide an extensive range of rehabilitation therapy services, including speech pathology, physical therapy, and occupational therapy, through six certified rehabilitation agencies in all five of their regional market concentrations. These services are provided by approximately 3,200 licensed rehabilitation therapists and assistants employed or contracted by Genesis to substantially all of the eldercare centers it operates, as well as by contract to healthcare facilities operated by others. Management Services. The Genesis Debtors provided management services to 190 eldercare centers (including those owned or leased by the Multicare Debtors) pursuant to management agreements that provide generally for the day-to-day responsibility for the operation and management of the centers. In turn, the Genesis Debtors receive management fees, depending on the agreement, computed as either an overall fixed fee, a fixed fee per customer, a percentage of net revenues of the center plus an incentive fee, or a percentage of gross revenues of the center with some incentive clauses. The various management agreements, including option periods, are scheduled to terminate between 2001 and 2015. The Genesis Debtors have arranged for the extension of various mortgage and other loans to certain facilities under management 53 contract. The Multicare Debtors also provided management services to eldercare centers pursuant to similar management agreements in return for management fees specified in the relevant agreement. Group Purchasing. The Genesis Debtors jointly own and operate The Tidewater Healthcare Shared Services Group, Inc. ("Tidewater"), one of the largest group purchasing companies in the MidAtlantic region. Tidewater provides purchasing and shared service programs specially designed to meet the needs of eldercare centers and other long-term care facilities. Tidewater's services are contracted to approximately 3,100 members with over 308,000 beds in 45 states and the District of Columbia. Other Services. The Genesis Debtors employ or have consulting arrangements with approximately 81 physicians, physician assistants, and nurse practitioners who are primarily involved in designing and administering clinical programs and directing patient care. The Genesis Debtors also provide an array of other specialty medical services in certain parts of their eldercare network, including portable x-ray and other diagnostic services, home healthcare services, adult day care services, consulting services, respiratory health services and hospitality services such as dietary, housekeeping, laundry, plant operations, and facilities management services. 5. Revenue Sources The Genesis Debtors and the Multicare Debtors receive revenues from Medicare, Medicaid, private insurance, self-pay residents, other third party payors, and long term care facilities which utilize their specialty medical services. The health care industry is experiencing the effects of the federal and state governments' trend toward cost containment, as government and other third party payors seek to impose lower reimbursement and utilization rates and negotiate reduced payment schedules with providers. These cost containment measures, combined with the increasing influence of managed care payors and competition for patients, generally have resulted in reduced rates of reimbursement for services provided by the Genesis Debtors and the Multicare Debtors. The sources and amounts of the patient revenues for the Genesis Debtors and the Multicare Debtors are determined by a number of factors, including licensed bed capacity and occupancy rates of the nursing centers, the mix of patients, and the rates of reimbursement among payors. Changes in the case mix of the patients as well as payor mix among private pay, Medicare, and Medicaid significantly affect the profitability of the Genesis Debtors and the Multicare Debtors. Additional detail on the operations and business segments of the Genesis Debtors and the Multicare Debtors can be found in Genesis's annual report on Form 10-K for the fiscal year ended September 30, 2000 and quarterly report on Form 10-Q for the fiscal quarter ended March 31, 2001, and in Multicare's annual report on Form 10-K for the fiscal year ended September 30, 2000, and its quarterly report on Form 10-Q for the fiscal quarter ended March 31, 2001. 6. Personnel At December 31, 2000, the Debtors employed over 46,000 people, including approximately 33,000 full-time and 13,000 part-time employees. Approximately 19% of these 54 employees are physicians, nurses, and professional staff. Approximately 13,000 of these employees are employed by the Multicare Debtors. Including Multicare, the Debtors currently have 81 facilities that are covered by, or are negotiating, collective bargaining agreements. The agreements expire at various dates from 2001 through 2005 and cover approximately 5,100 employees. The Debtors believe that their relationship with their employees is generally good. The Debtors and the industry continue to experience significant shortages in qualified professional clinical staff. They compete with other healthcare providers and with nonhealthcare providers for both professional and nonprofessional employees. As the demand for these services continually exceeds the supply of available and qualified staff, the Debtors and their competitors have been forced to offer more attractive wage and benefit packages to these professionals and to utilize outside contractors for these services at premium rates. Furthermore, the competitive arena for this shrinking labor market has created high turnover among clinical professional staff as many seek to take advantage of the supply of available positions, each offering new and more attractive wage and benefit packages. In addition to the wage pressures inherent in this environment, the cost of training new employees amid the high turnover rates has caused added pressure on the Debtors' operating margins. While the Debtors have been able to retain the services of an adequate number of qualified personnel to staff their facilities appropriately and maintain their standards of quality care, there can be no assurance that continued shortages will not in the future affect their ability to attract and maintain an adequate staff of qualified healthcare personnel. A lack of qualified personnel at a facility could result in significant increases in labor costs at such facility or otherwise adversely affect operations at such facility. Any of these developments could adversely affect the Debtors' operating results or business strategy. B. Events Leading to the Commencement of the Chapter 11 Cases The Genesis Debtors and the Multicare Debtors believe that their financial difficulties are attributable to a number of factors. First, the federal government has made fundamental changes to the reimbursement for medical services provided to eligible individuals. The changes have had a significantly negative impact on the healthcare industry as a whole and on the Debtors' cash flows. Second, the federal reimbursement changes have exacerbated a long-standing problem of less than fair reimbursement by the states for medical services provided to indigent persons. Third, numerous other factors have adversely affected the Debtors' cash flows, including increased labor costs, increased professional liability costs and insurance, and increased interest rates. Finally, as a result of declining governmental reimbursement rates and in the face of rising inflationary costs, the Debtors were too highly leveraged to service their indebtedness. 1. Medicare Reimbursement The Health Insurance for Aged and Disabled Act (Title XVIII of the Social Security Act), known as "Medicare," has made available to nearly every American 65 years of age and older a broad program of health insurance designed to help the nation's elderly meet hospital and other health care costs. Health insurance coverage has been extended to certain persons under age 65 qualifying as disabled and those having end-stage renal disease. Medicare includes three related health insurance programs: (i) hospital insurance ("Part A"); (ii) supplementary medical insurance ("Part B"); and (iii) a managed care option for beneficiaries who are entitled to Part A and enrolled in Part B ("Medicare+Choice" or "Medicare Part C"). 55 The Medicare program is currently administered by fiscal intermediaries (for Part A and some Part B services) and carriers (for Part B) under the direction of CMS of the Department of Health and Human Services ("HHS"). Pursuant to the Balanced Budget Act of 1997 and regulations promulgated by HHS, reimbursement under the Medicare program has changed from a cost-based retrospective reimbursement system to what is known as a prospective-payment system ("PPS") for Medicare Part A services. The changes also resulted in the adoption of fee screen schedules which limit and "cap" reimbursement for Medicare Part B therapy services. The reimbursement rates under PPS were not published until May 12, 1998, less than two months prior to the implementation of PPS, and were significantly lower than anticipated within the industry. The magnitude of the reduction in rates took the industry by surprise. During the mid-1990's, CMS funded the development of the Multi-State Nursing Home Care-Mix and Quality Demonstration. The purpose of that project was to design, implement, and evaluate Medicare nursing home prospective payment and quality monitoring system across several states. A number of facilities participated in the demonstration and helped to perfect the case mix classification system (RUG-III) developed to capture resource use of nursing home patients. Under the demonstration project, most nontherapy ancillary costs were passed through and Medicare Part B expenditures incurred during the beneficiary's inpatient (Part A) stay were not considered. The industry was led to believe that CMS would adjust its payment "grouper" to compensate for these variable costs. That did not happen. First, the expected adjustments for nontherapy ancillary costs were not made. Second, the Medicare Part B expenditures during inpatient stays were undercalculated. Third, adjustments were made that reduced the aggregate base year to the 1995 spending level. Fourth, the market basket used by CMS to trend forward the 1995 expenditures to 1998 was defective. Fifth, the RUG-III case-mix classification system, as implemented, was insensitive to patients requiring multiple services, e.g., rehabilitation and extensive medical care. Since Medicare patients account for a substantial portion of the Debtors' revenues, this change has materially and adversely affected the financial condition of both the Genesis Debtors and the Multicare Debtors. Among other effects, and despite efforts to reduce costs and otherwise adjust operations, the Debtors' revenues fell short of the levels needed to service the debt under their respective debt instruments. In November of 1999, Congress passed the Medicare Balanced Budget Refinement Act (the "Refinement Act"), which repealed the cap on Medicare Part B services and provided for modest increases in the per diem rates paid to skilled nursing facilities for their sickest patients. In spite of the Refinement Act, the substantial reduction in reimbursement under the Medicare system has materially impaired many of the lines of business of the Genesis Debtors and the Multicare Debtors. Long-term care facilities now receive significantly less compensation for any given level of care. In many cases, reimbursement does not cover even the direct cost of care, let alone overhead and capital costs. The Genesis Debtors' eldercare centers began implementation of PPS on October 1, 1998, and the majority of the Multicare Debtors' eldercare centers began implementation of PPS on January 1, 1999. On December 15, 2000, Congress passed the Benefit Improvement and Protection Act of 2000 which, among other provisions, increases the nursing component of Federal PPS rates by approximately 16.7% for the period April 1, 2001 through September 30, 2002. The legislation will also change the 20% add-on to 3 of the 14 rehabilitation RUG categories to a 6.7% add-on to all 14 rehabilitation RUG categories beginning April 1, 2001. The 56 Part B consolidated billing provision of BBRA will be repealed except for Medicare Part B therapy services and the moratorium on the $1,500 therapy caps will be extended through calendar year 2002. The implementation of PPS has been identified as a significant factor affecting the commencement of chapter 11 cases by five other national nursing home chains (Vencor, Sun Healthcare Group, Inc., Integrated Health Services, Inc., Mariner Post-Acute Network, Inc., and Mariner Health Group, Inc.), and the bankruptcy of numerous smaller nursing home companies. 2. Medicaid Reimbursement Medicaid (Title XIX of the Social Security Act) is a federal-state cooperative program in which the federal government supplements funds provided by the participating states for medical assistance to "medically indigent" persons. The programs are administered by the applicable state welfare or social service agencies. Although Medicaid programs vary from state to state, traditionally they have provided for the payment of certain expenses, up to established limits, at rates determined in accordance with each state's regulations. Most states pay prospective rates and have some form of acuity adjustment. Although the amount of reimbursement varies significantly from state to state, in general, Medicaid payments are lower than the costs associated with treating those patients. Moreover, the Balanced Budget Act of 1997 repealed the "Boren Amendment" federal payment standard for Medicaid payments to nursing facilities effective October 1, 1997. The Boren Amendment required that Medicaid payments to certain health care providers be reasonable and adequate in order to cover the costs of efficiently and economically operated healthcare facilities. This imbalance between Medicaid rates and the costs of providing Medicaid patient care has been a chronic problem which, until the implementation of PPS, was partially offset by Medicare reimbursement rates. With the unanticipated and excessive reductions in Medicare reimbursement under PPS, the Genesis Debtors and the Multicare Debtors no longer had the ability to subsidize the treatment of their Medicaid patients while meeting their debt service obligations. 3. Debt Burden The most significant portion of the growth of the Genesis Debtors and the Multicare Debtors has been through acquisitions. Those acquisitions were financed through the sale of stock and the incurrence of a significant amount of senior and junior debt obligations. The amount of debt (leverage) incurred was based on revenue projections. Revenue projections were driven, for the most part, by expected reimbursement from the Medicare and Medicaid programs. The negative impact from the implementation of PPS changed the level of debt of the Debtors from "moderate" to "far too high." Following the completion of the Multicare acquisition, the Genesis Debtors' obligations under their senior lender credit facility and Genesis's senior subordinated notes alone aggregated in excess of $1.5 billion. Similarly, the senior lender credit facility for the Multicare Debtors and Multicare's senior subordinated notes aggregated over $700 million. Despite substantial reductions in corporate overhead and operational changes, the Genesis Debtors and the Multicare Debtors simply were unable to repay such indebtedness in accordance with its terms. 57 C. Prepetition Negotiations In 1999, the Debtors developed a restructuring strategy based on an infusion of additional equity, an increase in availability under existing bank credit lines, and the sale of certain assets. These restructuring efforts are described in detail in the most recent Form 10-K filed by Genesis. In early 2000, it became apparent that the Debtors would not be able to sell sufficient assets to meet the repayment obligations under their existing debt obligations. At that time they began discussions with the holders of their senior lender claims. Those lenders agreed to forbear from exercising remedies due to certain types of default through May 19, 2000, which was further extended through June 30, 2000. In addition, Genesis and The Multicare Companies, Inc. began discussions with certain holders of their respective public senior subordinated notes. Genesis and Multicare continued discussions with these creditor groups until it became apparent that the businesses would require additional liquidity. In addition, certain creditors threatened to commence involuntary bankruptcy cases against Genesis and Multicare. During this process, Genesis and Multicare determined to commence voluntary cases under chapter 11 of the Bankruptcy Code, which, except for Healthcare Resources Corp., ultimately occurred on June 22, 2000. D. Pending Litigation and Other Proceedings 1. The Genesis and Vitalink Actions Against the Manor Care Entities On May 7, 1999, Genesis and Vitalink Pharmacy Services (d/b/a NeighborCare(R)), a subsidiary of Genesis, filed multiple lawsuits requesting injunctive relief and compensatory damages against HCR Manor Care, Inc. ("HCR Manor Care"), Manor Care, Inc. ("Manor Care"), ManorCare Health Services, Inc. ("MCHS," and collectively, the "Manor Care Entities") and two principals of such entities. The lawsuits arise from MCHS's threatened termination of long-term pharmacy services contracts effective June 1, 1999. Vitalink filed a complaint against HCR Manor Care, Manor Care, and MCHS in Baltimore City, Maryland circuit court (the "Maryland State Court Action"). Genesis filed a complaint against HCR Manor Care, Manor Care, and two of their principals in federal district court in Delaware including, among other counts, securities fraud (the "Delaware Federal Action"). Vitalink has also instituted an arbitration action before the American Arbitration Association (the "Arbitration"). In these actions, Vitalink is seeking a declaration that it has a right to provide pharmacy, infusion therapy, and related services to all of HCR Manor Care's facilities and a declaration that MCHS's termination of the long-term pharmacy service contracts was unlawful. Genesis, certain of its subsidiaries, and Vitalink also seek over $100,000,000 in compensatory damages and enforcement of a 10-year noncompetition clause. Genesis acquired Vitalink from Manor Care in August 1998. In 1991, Vitalink and MCHS (then known as Manor Healthcare Corp.) had entered into long-term master pharmacy, infusion therapy, and related agreements which gave Vitalink the right to provide pharmacy services to all facilities owned or licensed by MCHS and its affiliates. In 1998, the terms of the pharmacy service agreements were extended to September 2004. Under the master service agreements, Genesis and Vitalink receive revenues at the rate of approximately $107,000,000 per year. The projections upon which the valuation of the Genesis Debtors is based assumes that the Manor Care Entities will not be allowed to terminate the master service agreements and includes the amounts the Genesis Debtors expect to receive in connection with these master service agreements over their remaining 3-1/2 year term. The termination of these agreements, if allowed, would decrease the value of the New Common Stock, although it would not affect the Plan's feasibility. 58 By agreement dated May 13, 1999, the parties agreed to consolidate the Maryland State Court Action relating to the master service agreements with the Arbitration matter. Accordingly, on May 25, 1999, the Maryland State Court Action was dismissed voluntarily. It is the position of the Genesis Debtors that until such time as a final decision is rendered in such Arbitration, the parties have agreed to maintain the master service agreements in full force and effect. However, the Manor Care Entities take the position that the master service agreements were properly terminated prior to the commencement of these chapter 11 cases and that upon a favorable ruling in the Arbitration they intend to implement such termination. The Manor Care Entities have asserted counterclaims in the Arbitration seeking damages for Vitalink's alleged overbilling for products and services provided to MCHS, a declaration that MCHS had the right to terminate the master service agreements, and a declaration that Vitalink does not have the right to provide pharmacy, infusion therapy, and related services to facilities owned by HCR Manor Care (then known as Health Care and Retirement Corporation) prior to its merger with Manor Care. According to an expert report submitted by the Manor Care Entities on May 8, 2000, the Manor Care Entities are seeking $17,800,000 in compensatory damages for alleged overbilling by Vitalink between September 1, 1998 and March 31, 2000. On January 14, 2000, the Manor Care Entities moved to dismiss Vitalink's claims in the Arbitration that it has a right to provide pharmacy and related services to the HCR Manor Care facilities not previously under the control of Manor Care. On May 17, 2000, the Arbitrator ordered the dismissal of Vitalink's claims seeking a declaratory judgment and injunctive relief for denial of Vitalink's right to service the additional HCR Manor Care facilities, but sustained for trial Vitalink's claim seeking compensatory damages against the Manor Care Entities for denial of that right. Trial in the Arbitration was originally scheduled to begin on June 12, 2000. On May 23, 2000, however, the Arbitrator postponed the trial indefinitely due to Vitalink's potential bankruptcy filing. In connection with this stay, the parties agreed that MCHS may pay NeighborCare 90% of the face amount of all invoices for pharmaceutical and infusion therapy goods and services that NeighborCare renders to MCHS under the Master Service Agreements. After Genesis and its affiliates, including Vitalink, commenced their chapter 11 cases on June 22, 2000, the Arbitration was automatically stayed pursuant to section 362(a) of the Bankruptcy Code. On August 1, 2000, the Manor Care Entities moved to lift the automatic stay and compel arbitration. On September 5, 2000, the Bankruptcy Court denied that motion, with leave to refile its request in 90 days. On December 8, 2000, the Manor Care Entities filed a similar motion for relief from the stay. The Genesis Debtors opposed the motion and filed their own motion to assume the contracts between the parties. On February 6, 2000, the Bankruptcy Court ruled in favor of the Manor Care Entities' renewed motion and deferred consideration of the motion to assume until completion of the Arbitration. As a result, the parties are proceeding forward in the Arbitration. The trial in the Arbitration is now scheduled to commence during the week of July 30, 2001. The Manor Care Entities have not filed proofs of claim in these chapter 11 cases. Accordingly, their claims for prepetition overcharges under the contracts will not be a claim against the Genesis Debtors unless they successfully assume those agreements. However, to the extent that the Manor Care Entities have valid setoff or recoupment rights against any of the Debtors, they will be entitled to reduce any recovery by such Debtors against any of the Manor 59 Care Entities by such amounts. Any such valid setoff or recoupment rights are not being affected by the Plan. 2. The Vitalink Action Against Omnicare and Heartland On July 26, 1999, NeighborCare, through its Maryland counsel, filed an additional complaint against Omnicare, Inc. ("Omnicare") and Heartland Healthcare Services (a joint venture between Omnicare and HCR Manor Care) seeking injunctive relief and compensatory and punitive damages. The complaint includes counts for tortious interference with Vitalink's contractual rights under its exclusive long-term service contracts with the Manor Care Entities. On November 12, 1999, in response to a motion filed by the defendants, that action was stayed pending a decision in the Arbitration. 3. The Manor Care Action Against Genesis in Delaware On August 27, 1999, Manor Care, a wholly-owned subsidiary of HCR Manor Care, filed a lawsuit against Genesis in federal district court in Delaware based upon Section 11 and Section 12 of the Securities Act of 1933, as amended. Manor Care alleges that in connection with the sale of the Genesis Series G Cumulative Convertible Preferred Stock as part of the purchase price to acquire Vitalink, Genesis failed to disclose or made misrepresentations related to the effects of the conversion to PPS on Genesis's earnings, the restructuring of Genesis's ElderCare Joint Venture, the impact of the operations of Genesis's Multicare affiliate on Genesis's earnings, the status of Genesis's labor relations, Genesis's ability to declare dividends on the Series G Preferred Stock, the value of the conversion right attached to the Series G Preferred Stock, and information relating to the ratio of combined fixed charges and preference dividends to earnings. Manor Care seeks, among other things, compensatory damages and rescission of the purchase of the Series G Preferred Stock. On November 23, 1999, Genesis moved to dismiss this action on the ground, among others, that Manor Care's complaint failed to plead fraud with particularity. On September 29, 2000, the court granted that motion in part and denied it in part. Specifically, the court dismissed all of defendants' allegations except those concerning the company's labor relations and the ratio of combined fixed charges and preference dividends to earnings. On January 18, 2000, Genesis moved to consolidate this action with the Delaware Federal Action. That motion has been fully submitted and is awaiting decision. As a result of the commencement of Genesis's chapter 11 cases, this action is also automatically stayed pursuant to section 362(a) of the Bankruptcy Code. However, as noted above, Manor Care has not filed a proof of claim in these chapter 11 cases. Therefore, it will not be entitled to any affirmative relief against the Genesis Debtors based on these claims. Notwithstanding the fact that no proofs of claim have been filed, to the extent that Manor Care has valid setoff or recoupment rights against any of the Debtors, it will be entitled to reduce any recovery by such Debtors against Manor Care by such amounts. Any such valid setoff or recoupment rights are not being affected by the Plan. 4. The Manor Care Action Against Genesis in Ohio On December 22, 1999, Manor Care filed a lawsuit against Genesis and others in the United States District Court for the Northern District of Ohio. Manor Care alleges, among other things, that the Series H Senior Convertible Participating Cumulative Preferred Stock and Series I Senior Convertible Exchangeable Participating Cumulative Preferred Stock were issued 60 in violation of the terms of the Series G Preferred Stock and the Rights Agreement dated as of April 26, 1998 between Genesis and Manor Care. Manor Care seeks, among other things, damages and rescission or cancellation of the Series H and Series I Preferred Stock. On February 29, 2000, Genesis moved to dismiss this action on the ground, among others, that Manor Care's complaint failed to state a cause of action. This motion has been fully submitted, including supplemental briefing by both parties, and is awaiting decision. As a result of the commencement of Genesis's chapter 11 cases, this action is also automatically stayed pursuant to section 362(a) of the Bankruptcy Code. However, as noted above, Manor Care has not filed a proof of claim in these chapter 11 cases. Therefore, it will not be entitled to any affirmative relief against the Genesis Debtors based on these claims. Notwithstanding the fact that no proofs of claim have been filed, to the extent that Manor Care has valid setoff or recoupment rights against any of the Debtors, it will be entitled to reduce any recovery by such Debtors against Manor Care by such amounts. Any such valid setoff or recoupment rights are not being affected by the Plan. 5. Age Institute On November 27, 2000, Genesis, along with several other Genesis Debtors, filed an adversary proceeding in their chapter 11 cases against four related nursing home owners affiliated with AGE Holdings, Inc. (the "AGE Entities") to collect unpaid receivables, among other things. In response, the AGE Entities filed counterclaims against the Genesis Debtors alleging violations of RICO, fraud, lender liability, breach of fiduciary duty, breach of management agreements, breach of professional standards/professional negligence, conversion, interference with business relations, and conspiracy. The counterclaims seek punitive, compensatory, statutory, and/or exemplary damages, as well as claims to invalidate certain working capital and subordinated loan obligations of the AGE Entities to the Genesis Debtors. The counterclaims further seek administrative expense treatment of any amount found due to the AGE Entities for postpetition damages. While the Genesis Debtors believe that the counterclaims have no merit, in the event the AGE Entities were to prevail on their counterclaims, such counterclaims could exceed the claims of the Genesis Debtors against the AGE Entities. The AGE Entities have filed proofs of claim (in unliquidated amounts) in the Genesis Reorganization Cases in connection with their counterclaims. It is anticipated that the adversary proceeding will not be tried until the summer of 2002. It should be noted that any recovery against the AGE Entities is uncertain. As part of the mechanics of distribution under the Plan, the Genesis Debtors will estimate the amount that the AGE Entities may establish as an allowed claim against the Genesis Debtors. This amount will result in a holdback from the distribution to unsecured creditors in Classes G4 and G5 until the claims of the AGE Entities are resolved. Based upon the information the Genesis Debtors have at this time, the Genesis Debtors believe that such holdback, if any, will be minimal with respect to this dispute. Inasmuch as the adversary proceeding will not be tried until the summer of 2002, the AGE Entities and the Genesis Debtors have agreed that the AGE Entities will retain the ability to (i) set off or recoup any allowed claims they may have against the Genesis Debtors against the claims the Genesis Debtors have against the AGE Entities and assert any counterclaims against the Genesis Debtors even if said counterclaims exceed the Genesis Debtors' claims, and (ii) participate in any recovery for holders of claims in Class G4 notwithstanding that the Plan will become effective before the claims of the AGE Entities are resolved. 6. Qui Tam Suits Currently pending against Genesis or its affiliates, divisions, or subsidiaries are five private citizen suits filed under the federal False Claims Act, 31 U.S.C.ss. 3729 et seq. Genesis has reached an agreement to resolve four of the pending suits. For a description of that 61 settlement, see section II.K, above. The remaining private citizen suit, styled U.S. ex rel Scherfel v. Genesis Health Ventures et al. (D.N.J.), is the subject of a proof of claim in the Genesis reorganization case. In the Scherfel suit, the plaintiff alleges that a pharmacy owned by NeighborCare, Inc. failed to process Medicaid credits for returned medications. The allegations are vaguely alleged for other jurisdictions. While the action was under seal in United States District Court, Genesis fully cooperated with the Department of Justice's evaluation of the allegations. On or about March 2001, the Department of Justice declined to intervene in the suit and prosecute the allegations. The plaintiff filed a proof of claim in the bankruptcy proceeding initially for approximately $650 million and more recently has submitted an amended claim in the amount of approximately $325 million. The Debtors believe that the allegations have no merit and intend to object to the proof of claim and defend the suit. In the event the Debtors are incorrect, any claims ultimately allowed in connection with this suit will be treated as part of Class G4 (Genesis General Unsecured Claims) and thus would dilute the recovery for holders of claims in Class G4 on a pro rata basis. Inasmuch as the claims in Classes G4 and G5 share recoveries on a pro rata basis, any recovery against the Genesis Debtors in connection with the Scherfel suit will dilute the recoveries for the holders of other claims in those classes (which aggregate $467,494,000). 7. Personal Injury and Employment Law Litigation Prior to the Commencement Date, the Debtors and/or persons or entities which the Debtors indemnify, were defendants in approximately 375 prepetition lawsuits alleging personal injury, employment disputes, and similar allegations, and/or potential lawsuits where a statutory notice of intent to sue was timely served. These lawsuits allege a variety of personal injury allegations arising from patient care, automobile accidents, and other personal injury incidents, as well as employment discrimination, wrongful termination, and related employment law claims. The lawsuits are pending in state and federal courts nationwide. The majority of the claims asserted in the personal injury lawsuits are covered by insurance. Until June 1, 2000, the Debtors' various insurance policies on personal injury claims contained neither a self-insured retention nor a deductible. Between June 1, 2000 and the Commencement Date, the relevant insurance policies contained a self-insured retention of $500,000 per claim, subject to a $5 million aggregate, except in the state of Florida where the relevant insurance policies contained a self-insured retention of $2.5 million per claim, subject to a $9 million aggregate. Thus, insurance coverage for claims arising in the 22-day period from June 1, 2000 until the Commencement Date are subject to such limitations. However, the Debtors believe that these amounts are fully covered by assets in the Debtors' captive insurance company, which is a non-Debtor subsidiary of Genesis. As of June 10, 2001, the Debtors are aware of 15 claims for which counsel for the claimant has requested insurance information from the Debtors where at least a portion of such claims might be attributed to the period June 1, 2000 through the Commencement Date. Certain claims asserted in the personal injury lawsuits, such as claims for punitive damages, may be uninsured or uninsurable in certain states. With respect to employment law claims, the Debtors purchased an insurance policy in 1999 with a $500,000 self-insured retention per claim. The Debtors vigorously dispute the allegations contained in the personal injury and employment lawsuits. The Debtors are not aware of any general denials of, or challenges to, coverage by any of the Debtors' insurance carriers other than the possibility of the existence of individual reservation of rights letters received in the ordinary course. 62 To the extent these claims are not covered by insurance, they will be treated as part of Class G4 or M4, as applicable. The following table sets forth certain information about the Debtors' personal injury insurance coverage:
# of Open # of Opt- Policy Coverage Period Claims Aggregate Coverage Paid Losses* Outs** ---------------------------------------------------------------------------------------------------------------- June '95 - May '96 (Genesis) 13 $50 million*** $ 5,005,369 4 Mar. '95 - Feb. '96 (Multicare) 3 $52 million 358,419 2 Mar. '96 - Apr. 12, 1996 (Multicare) 1 $52 million 137,527 1 June '96 - May '97 (Genesis) 31 $50 million*** 10,809,194 7 Apr. 12, 1996 - Apr. '97 (Multicare) 14 $52 million 1,537,846 7 June '97 - May '98 (Genesis) 34 $50 million*** 7,413,521 4 May '97 - June '98 (Multicare) 20 $52 million 1,098,903 5 June '98 - May '99 (Genesis & Multicare) 102 $125 million*** 4,146,320 27 June '99 - May '00 (Genesis & Multicare) 76 $128 million 476,235 3 June '00 - May '01 (Genesis & Multicare) 52**** $110 million 10,715 0
*These numbers are based upon information provided to the Debtors by their insurance carriers AIG, CAN, and Zurich as of April 5, 2001, January 15, 2001, and March 31, 2001, respectively. There can be no guarantee that other claims did not settle prior to the date such numbers were compiled by the respective insurance carrier. **Number of plaintiffs who have stipulated to relief from the automatic stay and agreed to proceed against insurance coverage only. ***The coverage specified is in addition to $1 million per occurrence/$3 million aggregate per location coverage. ****As set forth in the text above, as of June 10, 2001, the Debtors are aware of 15 claims in which counsel for the claimant has requested insurance information from the Debtors where at least a portion of such claims might be attributed to the period June 1, 2000 through June 22, 2000. The aggregate coverage for this policy is in excess of the self-insured retention (in the amounts described above) under this policy. However, the Debtors believe that these amounts are fully covered by the Debtors' captive insurance company. 8. Multicare Litigation The Multicare Debtors are not party to any significant litigation, other than litigation arising from the ordinary course of their businesses. 9. Ordinary Course Litigation The Debtors are parties to various other legal actions and administrative proceedings and are subject to various claims arising in the ordinary course of business. 63 VI. Significant Events During the Reorganization Cases A. Filing and First Day Orders On June 22, 2000, the Genesis Debtors (other than Healthcare Resources Corp.) and the Multicare Debtors filed their petitions under chapter 11 of the Bankruptcy Code. On June 23, 2000, the Bankruptcy Court entered certain orders designed to minimize the disruption of the Debtors' business operations and to facilitate their reorganization. o Case Administration Orders. These orders (i) authorized separate joint administration of the Genesis Debtors' chapter 11 cases and Multicare Debtors' chapter 11 cases, (ii) established interim compensation procedures for professionals, (iii) granted an extension of the time to file the Debtors' schedules and statements, and (iv) authorized the mailing of initial notices and all other mailings directly to parties in interest and the filing of a list of creditors without claim amounts in lieu of a matrix. o Payments on Account of Certain Prepetition Claims. The Bankruptcy Court authorized the payment of prepetition (i) wages, compensation, and employee benefits, (ii) sales and use taxes, (iii) claims of common carriers and warehousemen, (iv) claims of critical trade vendors, and (v) refunds to patients. o Business Operations. The Bankruptcy Court authorized the Genesis Debtors and the Multicare Debtors to (i) comply with certain license and regulatory agency fee requirements, (ii) continue customer service programs, (iii) continue prepetition premium obligations under workers' compensation insurance and all other insurance policies, and bonds relating thereto, (iv) maintain existing bank accounts and business forms, (v) continue their existing cash management system, (vi) employ certain investment guidelines, (vii) provide adequate assurance to utility companies including the payment of certain prepetition claims, (viii) grant administrative expense status to undisputed obligations arising from the postpetition delivery of goods ordered in the prepetition period and make payment of such claims in the ordinary course of business, and (ix) maintain patient trust accounts. o Other Stipulations. The Bankruptcy Court authorized a stipulation between one of the Genesis Debtors and Cardinal Distribution which provided for a long-term commitment by Cardinal Distribution to continue to ship inventory on credit terms in exchange for the payment over time of certain secured prepetition amounts owed to that company. That stipulation has been amended to provide additional postpetition credit to the Genesis Debtors. The Bankruptcy Court also authorized separate stipulations between the Genesis Debtors and certain agencies of the federal government and between the Multicare Debtors and those entities. These stipulations provided adequate protection to the federal government in the form of payment over time of certain prepetition overpayments alleged to have been made under the Medicare program. The stipulation with the Genesis Debtors was amended to reduce the amounts to be paid and provide the federal 64 government with an administrative expense claim to the extent of additional amounts discovered. o Bankruptcy Matters. The Bankruptcy Court authorized the Genesis Debtors and the Multicare Debtors to (i) establish notice procedures and (ii) obtain interim postpetition financing under debtor in possession credit agreements on a superpriority basis for $250 million (for the Genesis Debtors) and $50 million (for the Multicare Debtors), pending further interim and final hearings. On July 31, 2000, Healthcare Resources Corp. ("HRC"), one of the Genesis Debtors, filed a petition under chapter 11 of the Bankruptcy Code. On August 1, 2000, the Bankruptcy Court entered orders in HRC's reorganization case substantially similar to the orders entered on June 23, 2000 for the other Genesis Debtors. HRC is a party to the Genesis debtor in possession credit facility. B. Appointment of the Creditors' Committee On July 12, 2000, the United States Trustee for the District of Delaware, pursuant to its authority under section 1102 of the Bankruptcy Code, appointed a statutory committee of unsecured creditors in the Genesis reorganization cases and a separate committee in the Multicare reorganization cases. 1. Genesis Creditors' Committee The Genesis creditors' committee currently consists of the following six members: American General Investment Management, L.P. 2929 Allen Parkway Houston, Texas 77019 Abbot Laboratories 625 Cleveland Avenue Columbus, Ohio 43215 GMS Group, LLC c/o LeBouf, Lamb, Greene & MacRae 125 West 55th Street New York, New York 10019 Service Employees International Union, AFL-CIO c/o Cohen, Weiss and Simon, LLP 3030 W. 42nd Street 25th Floor New York, New York 10036 State Street Bank and Trust Company 2 Avenue de Lafayette 6th Floor Boston, Massachusetts 02111 65 The Bank of New York 101 Barclay Street Floor 21W New York, New York 10286 The Genesis creditors' committee has retained Akin, Gump, Strauss, Hauer & Feld, L.L.P., 590 Madison Avenue, New York, New York 10022, and Pachulski Stang Ziehl Young & Jones PC, 919 N. Market Street, 16th Floor, P.O. Box 8075, Wilmington, Delaware 19899-8705, as its attorneys, and Houlihan Lokey Howard & Zukin, 2 First National Plaza, 20 South Clark Street, 21st Floor, Chicago, Illinois 60603-1881, as its financial advisors. The Genesis creditors' committee has actively participated in all aspects of the Genesis reorganization cases. 2. Multicare Creditors' Committee The Multicare creditors' committee currently consists of the following three members: Mackay-Shields Financial Corp. 9 West 57th Street New York, NY 10019 HSBC Bank USA, as Indenture Trustee 452 Fifth Avenue New York, NY 10018-2706 Gulf South Medical Supply, Inc. 4345 Southpoint Blvd Jacksonville, FL 3216 The Multicare creditors' committee has retained Kasowitz, Benson, Torres & Friedman LLP, 1633 Broadway, New York, New York 10019, and Saul, Ewing, Remick & Saul LLP, 222 Delaware Avenue, Suite 1200, P.O. Box 1266, Wilmington, Delaware 19899-1266, as its attorneys, and Chanin Capital Partners, 11100 Santa Monica Blvd, Suite 830, Los Angeles, California 90025, as its financial advisors. The Multicare creditors' committee has actively participated in all aspects of the Multicare reorganization cases. C. DIP Credit Agreements 1. Genesis Debtors On July 18, 2000, the Bankruptcy Court entered a final order (i) authorizing the Genesis Debtors to (a) obtain postpetition financing and (b) utilize cash collateral, and (ii) granting adequate protection to certain prepetition secured parties. In particular, the Bankruptcy Court approved that certain Revolving Credit and Guaranty Agreement, dated as of June 22, 2000, among Genesis, as borrower, the other Genesis Debtors, as guarantors, Mellon Bank, N.A., as agent, and the lender parties thereto. This agreement provided for maximum borrowings of $250 million and terminates on December 21, 2001. The obligations of the Genesis Debtors under this agreement are secured by substantially all the assets of the Genesis Debtors, subject to certain existing mortgages and inventory liens. The liens granted to the postpetition lenders are senior to the liens securing the Genesis Senior Lender Claims. As of the date hereof, the Debtors have drawn approximately $180,000,000 under their debtor in possession credit facility. The 66 borrowings under this facility have been used to make payments to the holders of the Genesis Senior Lender Claims, to issue letters of credit, to make payments to Cardinal Distribution, and to make other miscellaneous payments. See section II.E.2, above, for a description of those claims and the payments made. The Genesis Debtors amended certain covenants under their debtor in possession credit facility as of February 14, 2001, to bring those covenants into line with current performance and projections. 2. Multicare Debtors On July 18, 2000, the Bankruptcy Court entered a final order (i) authorizing the Multicare Debtors to (a) obtain postpetition financing and (b) utilize cash collateral, and (ii) granting adequate protection to certain prepetition secured parties. In particular, the Bankruptcy Court approved that certain Revolving Credit and Guaranty Agreement, dated as of June 22, 2000, among Multicare, as borrower, the other Multicare Debtors, as guarantors, Mellon Bank, N.A., as agent, and the lender parties thereto. This agreement provided for maximum borrowings of $50 million and terminates on December 21, 2001. The obligations of the Multicare Debtors under this agreement are secured by substantially all the assets of the Multicare Debtors, subject to certain existing mortgages and inventory liens. The liens granted to the postpetition lenders are senior to the liens securing the Multicare Senior Lender Claims. As of the date hereof, the Debtors have not drawn any funds under this debtor in possession credit facility, although letters of credit for approximately $2 million issued under the facility are outstanding. The Multicare Debtors have been paying the Genesis Debtors under the various service agreements on a current basis postpetition. The Multicare Debtors amended certain covenants under their debtor in possession credit facility as of February 14, 2001, to bring those covenants into line with current performance and projections. D. Cash Collateral Protection 1. Genesis Debtors At the commencement of these chapter 11 cases, a number of third-party lenders, including the holders of the Genesis Senior Lender Claims, had an interest in the Genesis Debtors' receivables or other cash collateral. In order to provide for the continued use of such cash collateral, the Genesis Debtors agreed to provide certain protections to those third-party lenders. For the holders of the Genesis Senior Lender Claims, the protections consisted of the following: o a superpriority administrative claim against the Genesis Debtors, immediately junior to the claims of the lenders under the debtor in possession credit facility o liens on substantially all the property of the Genesis Debtors immediately junior to the claims of the lenders under the debtor in possession credit facility and existing third party liens o payment of an amount equal to interest on the Genesis Senior Lender Claims at the contractual nondefault rate o reimbursement for the reasonable fees and disbursements of counsel and consultants to the holders of the Genesis Senior Lender Claims and payment of certain administrative fees 67 In addition, the Bankruptcy Court entered a generic order protecting all other third party lenders for the use of cash collateral that they had an interest in by providing a postpetition interest in certain accounts and inventory. Since entry of that order, the Genesis Debtors have agreed to provide more specific adequate protection to certain third party lenders, based on the extent to which the claims of such lenders are secured. For Subclasses G1-5, G1-6, and G1-7, the Genesis Debtors agreed to pay amounts equal to postpetition interest at contractual nondefault rates and to pay real estate taxes and insurance on the underlying real property collateral. For Subclass G1-8, the Genesis Debtors agreed to pay amounts equal to postpetition interest at contractual nondefault rates and to maintain insurance on the underlying real property collateral. Finally, for Subclass G1-12, the Genesis Debtors agreed to pay postpetition real estate taxes and maintain insurance on the underlying real property collateral. 2. Multicare Debtors As of the Commencement Date, the Multicare Debtors also required the continued use of cash collateral of certain third parties holding security interests in specified accounts receivable, inventory, or other rights to payments, or cash proceeds thereof. The Multicare Debtors therefore requested and received authority from the Bankruptcy Court to use cash collateral as is necessary to continue the Multicare Debtors' business operations. The protections granted to the holders of the Multicare Senior Lender Claims in return for permitting the Multicare Debtors' continued use of cash collateral consisted of the following: o a superpriority administrative claim against the Multicare Debtors, immediately junior to the claims of the lenders under the debtor in possession credit facility o liens on substantially all the property of the Multicare Debtors immediately junior to the claims of the lenders under the debtor in possession credit facility and existing third party liens o reimbursement for the reasonable fees and disbursements of counsel and consultants to the holders of the Multicare Senior Lender Claims and payment of certain administrative fees To date, the Multicare Debtors have not been required to provide more specific adequate protection to any third party lenders (except for Subclass M1-4), although the Multicare Debtors presently are engaged in discussions with a number of such lenders regarding more specific adequate protection. For Subclass M1-4, the Multicare Debtors agreed to bring current their prepetition and postpetition obligations on the underlying loan and to remain current on a go-forward basis. E. Key Employee and Executive Retention Programs The Genesis Debtors have established two separate retention programs for key employees. The first program covers all key employees, other than the top four executives of Genesis and was approved by the Bankruptcy Court on September 5, 2000. The second program covers the top four executives of Genesis and was approved by the Bankruptcy Court on February 23, 2001. Both retention programs are designed to encourage key employees to remain with the Debtors by providing them with additional incentives, including cash payments. Inasmuch as the Multicare Debtors do not have any management employees, no retention programs have been implemented for those Debtors (although the Multicare Debtors did request 68 and receive authority from the Bankruptcy Court to reimburse Genesis for retention bonuses made by it to administrators and directors of nursing at those of Multicare's facilities managed by Genesis). 1. First Retention Program Pursuant to the first retention program, a maximum aggregate of $11.5 million in retention bonus payments are available for all qualifying key employees. The retention payments, paid out over a course of four payments beginning September 30, 2000 and ending on May 31, 2001, are available to middle managers, senior officers, directors, or officers (other than the top four executives of Genesis) who were employed by the Genesis Debtors on or before April 1, 2000, and continue to be employed on the date of payment. As part of this program, the Genesis Debtors also assumed 24 employment agreements of certain key employees. 2. Second Retention Program The second retention program, which was not submitted to the Bankruptcy Court until several months after the initial program was implemented, is designed to retain the top four executives through the restructuring process and beyond. The program does not include any guarantied retention payments. Instead, it provides for incentive or restructuring payments to be made on the Effective Date. The aggregate amount of such payments will be approximately $2.1 million if the Effective Date is August 31, 2001. Such amounts increase or decrease if the Effective Date is earlier or later than that date. An earlier Effective Date results in an increase of 5% (up to a maximum increase of 15%) for each month. A later Effective Date results in a decrease of 7.5% (up to a maximum decrease of 15%) for each month. The program also provides severance protection in an amount equal to two times the base salary of the executive. This protection is in place of existing severance arrangements in the prepetition employment agreements for those individuals. In exchange for such protection, each executive will agree to a two-year noncompete arrangement. Finally, the program provides for the assumption of certain deferred compensation arrangements and the forgiveness of certain loans that three of the executives incurred in order to comply with a prepetition requirement by the Board of Directors that they purchase shares of the stock of Genesis. The forgiveness will occur on the earlier of the first anniversary of the Effective Date or the termination of the employment of the executive. The forgiveness includes an agreement to pay any taxes due from the executives due to such forgiveness. The aggregate amount of such loans is approximately $2.5 million. F. Claims Process and Bar Date 1. Schedules and Statements On October 19, 2000, the Genesis Debtors filed with the Bankruptcy Court their statement of financial affairs, schedules of assets and liabilities, schedules of executory contracts and unexpired leases, and schedule of equity security holders. The Genesis Debtors' schedules and statements were filed on a partially consolidated basis. On October 19, 2000, the Multicare Debtors filed with the Bankruptcy Court their statement of financial affairs, schedules of assets and liabilities, schedules of executory 69 contracts and unexpired leases, and schedule of equity security holders. The Multicare Debtors' schedules and statements were filed on a partially consolidated basis. 2. Bar Date By separate orders dated November 6, 2000, the Bankruptcy Court fixed December 19, 2000, at 4:00 p.m. (Eastern Time) as the date and time by which proofs of claim were required to be filed in the Genesis and Multicare reorganization cases, except that governmental entities have until June 25, 2001, at 4:00 p.m. (Eastern Time) to file proofs of claim against the Genesis Debtors and the Multicare Debtors. In accordance with the orders fixing the bar date, on or about November 6, 2000, notices informing creditors of the last date to timely file proofs of claims, and a "customized" proof of claim form, reflecting the nature, amount, and status of each creditor's claim as reflected in the schedules of assets and liabilities, were mailed to all creditors listed on the schedules of assets and liabilities. In addition, consistent with that order, the Debtors caused to be published in the national editions of the Wall Street Journal, New York Times, and USA Today a notice of the last date to timely file proofs of claim. G. ElderTrust Transactions In November 2000, the Genesis Debtors and the Multicare Debtors reached agreements to restructure their relationship with ElderTrust, a Maryland healthcare real estate investment trust, and certain of its affiliates (collectively, "ElderTrust"). On January 4, 2001, the Bankruptcy Court approved those agreements. The following transactions were consummated on January 31, 2001. The agreements with ElderTrust cover leases and mortgages for 33 properties operated by the Genesis Debtors and the Multicare Debtors, either directly or through joint ventures. Under its agreement with ElderTrust, Genesis has (i) assumed its leases with ElderTrust, subject to certain modifications, including a reduction in annual lease expenses of $745,000, (ii) extended the maturity and reduced the principal balances for three assisted living properties by $8,500,000 through the satisfaction of an ElderTrust obligation of like amount, and (iii) acquired a building currently leased from ElderTrust, which is located on the campus of a Genesis skilled nursing facility, for $1,250,000. Pursuant to its agreement with ElderTrust, the Multicare Debtors sold three owned assisted living properties that were mortgaged to ElderTrust in exchange for a release of principal amounts owed totaling $19,500,000. ElderTrust has leased the properties back to the Multicare Debtors under a new ten-year lease with annual rents of $791,561. H. CareFirst Transactions On January 4, 2001, the Bankruptcy Court approved the Genesis Debtors' settlement agreement with CareFirst of Maryland, Inc., a health insurance corporation, and its affiliates (collectively, "CareFirst"). This agreement settles certain disputes among the Genesis Debtors and CareFirst, and provides a basis from which the Genesis Debtors are able to maintain their integral business relationship with CareFirst and its 2.9 million members. More specifically, the agreement authorizes the Genesis Debtors to (i) assume certain contracts with CareFirst, including (a) home care provider contracts under which the Debtors receive payments in exchange for arranging for or providing certain home care services to CareFirst, and (b) preferred provider agreements which formalize the Genesis Debtors' status as the preferred healthcare provider to CareFirst, (ii) continue to hold as deposit without any impact resulting from the Genesis reorganization cases, the aggregate $4 million in service deposits previously provided by CareFirst, and provide the terms under which such service deposits will be allocated, (iii) pay 70 $4,673,398 to CareFirst as settlement for amounts owed under that certain Transition Agreement between certain of the Genesis Debtors and CareFirst, dated October 20, 1999, and (iv) enter into new business agreements with CareFirst. These agreements were consummated on January 19, 2001. I. Swap Settlement Genesis and Citibank, N.A. ("Citibank") are parties to certain interest rate hedging agreements ("swap agreements"). Certain of those agreements allowed Genesis to fulfill its obligation under its prepetition credit agreement to hedge against a portion of the risk of the floating rate of interest in such facility. The obligations of Genesis under swap agreements that met certain requirements are entitled to share in the collateral securing the Genesis Senior Lender Claims. On March 24, 2000, Citibank terminated all its swap agreements with Genesis. Based on the underlying documents and information obtained from other financial institutions engaged in interest rate hedging agreements, Citibank asserted a claim against Genesis of approximately $28.5 million to unwind the swap agreement. Citibank also asserted that such claims constituted Genesis Senior Lender Claims. After negotiations between the parties, they agreed to treat approximately 61% of the claim as a Genesis Senior Lender Claim and the balance as a Genesis General Unsecured Claim in Class G4. The Bankruptcy Court approved this settlement on May 11, 2001. J. Alternative Dispute Resolution Procedures The Genesis Debtors and the Multicare Debtors identified approximately 375 prepetition claims (not including claims in which a lawsuit has yet to be commenced or a statutory pre-suit demand has yet to be served) (the "Pending Actions") against the Debtors based on personal injury, employment litigation, and similar claims by various entities (the "Claimants"). Certain Pending Actions related or relate to claims against persons or entities for whom the Debtors retain ultimate liability, including non-Debtor defendants in Pending Actions who are current or former employees, officers, and directors of the Debtors, and any person or entity indemnified by any of the Debtors or listed as additional insureds under the Debtors' liability policies (collectively, the "Indemnitees"). By motions dated March 19, 2001, the Genesis Debtors and the Multicare Debtors respectively sought Bankruptcy Court approval of the implementation of alternative dispute resolution procedures (the "ADR Procedures") to assist in expediting the resolution of the Pending Actions. The ADR Procedures in the Genesis Debtors' and the Multicare Debtors' reorganization cases are governed by substantially similar "ADR Term Sheets." By orders dated June 8, 2001 and July 10, 2001, the Bankruptcy Court approved the Genesis Debtors' and the Multicare Debtors' revised ADR Term Sheets, respectively (the "ADR Orders"). The ADR Procedures are implemented as follows: o The Debtors compiled lists of all the Pending Actions of which the Debtors were aware (the "Preliminary ADR Claims Lists"). The Debtors will serve upon the Claimant (or such Claimant's counsel, if known) in each Pending Action a Bankruptcy Court approved notice (the "ADR Notice") indicating that such Claimant's Pending Action shall be deemed an "ADR Claim" and shall be subject to the ADR Procedures. o Additional Pending Actions, which are omitted from the Preliminary ADR Claims Lists, will be added to the ADR Procedures by serving upon such 71 Claimants (i) the appropriate ADR Orders; (ii) the appropriate ADR Term Sheet; (iii) an ADR Notice; and (iv) an Opt-Out Stipulation (as defined below) (the "Additional ADR Claims"). If the holder of an Additional ADR Claim does not timely object to inclusion in the ADR Procedures, or if the Bankruptcy Court overrules such objection, such holder's Additional ADR Claim will become subject to the ADR Procedures. o The ADR Term Sheets provide for an injunction, which enjoins until one year from the date of entry of the ADR Orders, holders of ADR Claims and Additional ADR Claims from, among other things, commencing or continuing any action or proceeding in any manner or any place to collect or otherwise enforce such claims against the Debtors or their property other than through the ADR Procedures (the "ADR Injunction"). In addition, the ADR Injunction enjoins proceedings against any Indemnitee and any direct action against a third party payer (which includes insurance companies). o The ADR Procedures establish a four stage process for the orderly and efficient resolution of the ADR Claims and Additional ADR Claims. The first stage is a formal demand/counteroffer stage, where limited discovery is available to the parties. The second stage is mediation. The third stage is binding arbitration for those Claimants who have previously consented to such arbitration and whose ADR and Additional ADR Claims are not resolved through the first two stages of the ADR Procedures. The fourth stage, which shall commence only after all mediations have been completed, is relief from the automatic stay for those Claimants whose ADR Claims and Additional ADR Claims are not settled or submitted to binding arbitration. o At any time, a Claimant has the option to opt out of the ADR Procedures by entering into a stipulation with the Debtors (the "Opt-Out Stipulation"), which requires the Claimant to (i) waive any and all claims for punitive damages, attorneys' fees, and any similar enhanced remedies; (ii) dismiss, with prejudice, any and all claims against any Indemnitee; (iii) agree not to name any Indemnitee as a defendant in the Pending Action; and (iv) agree to limit his or her recovery, if any, solely to available insurance proceeds and waive any and all rights to seek recovery from the assets of the Debtors or their estates. Relief from the automatic stay granted pursuant to an Opt-Out Stipulation shall commence no earlier than four (4) months after the entry of the ADR Orders. Because the ADR Notices were recently sent out in the Genesis reorganization cases, and have not yet been sent out in the Multicare reorganization cases, the Debtors are not aware of any Claimants who have elected to opt out of the ADR Procedures to date. K. Settlement with the Multicare Debtors As described in section II.K, above, the Genesis Debtors and the Multicare Debtors have entered into a settlement of the claims between them. The Debtors intend to seek approval of that settlement at the hearing on confirmation of the Plan. 72 L. Appointment of Fee Auditor On April 26, 2001, the Bankruptcy Court ordered the appointment of the legal auditing firm Stuart, Maue, Mitchell & James, Ltd. as the fee auditor in the reorganization cases to act as a special consultant to the Bankruptcy Court for professional fee review and analysis. M. Motion for Appointment of Trustee in the Multicare Reorganization Cases On May 14, 2001, the statutory committee of unsecured creditors in the Multicare reorganization cases filed a motion seeking, in the alternative, (i) the appointment of a trustee to renegotiate the management services and other agreements between Genesis and Multicare, evaluate and prosecute alleged claims of Multicare against Genesis, and propose a competing plan of reorganization for Multicare, or (ii) to force Multicare to bid out its agreements with Genesis. Based on the distribution of property to Classes M4 and M5 under the Plan, the Multicare committee has agreed to withdraw the motion, without prejudice. The Multicare committee has also agreed that it will not refile the motion as long as the Debtors are prosecuting the Plan or any other plan of reorganization that provides the same economic benefit to Classes M4 and M5. N. Potential Purchase of Pharmacy Business of Mariner Post-Acute Networks and Mariner Health Group Genesis and NeighborCare Pharmacy Services, Inc. ("NeighborCare" and one of the Genesis Debtors) are considering entering into an asset purchase agreement (the "APS Agreement") with Mariner Post-Acute Networks, Inc., Mariner Health Group, Inc., and certain of their affiliates (collectively, the "Mariner Debtors"). Under the APS Agreement, Genesis and NeighborCare propose to purchase the pharmacy businesses of the Mariner Debtors and certain assets related to those businesses (the "APS Pharmacy Business"). Genesis and NeighborCare will also assume certain of the obligations of the Mariner Debtors in connection with the performance of certain contractual employee-related obligations and the payment of a portion of certain personal property and ad valorem taxes. According to the Mariner Debtors, the APS Pharmacy Business provides pharmacy and related services to a significant number of nursing care facilities. The APS Agreement, which will be submitted for approval to the Bankruptcy Court by separate motion, will require an initial cash payment of at least $40 million, with additional earnout payments over time. Due to the fact that the Mariner Debtors have also commenced chapter 11 cases under the Bankruptcy Code, the sale of the APS Pharmacy Business is subject to an auction procedure and approval by the Bankruptcy Court in their chapter 11 cases. The APS Agreement will provide certain bidding protections for Genesis and NeighborCare, including a breakup fee of $1.2 million. The Mariner Debtors will seek court approval for the auction procedures, including the payment of the breakup fee to Genesis and NeighborCare in the event the APS Pharmacy Business is sold to a higher bidder. In addition, Genesis and NeighborCare will seek approval from the Bankruptcy Court in their chapter 11 cases to purchase the APS Pharmacy Business and obtain any necessary financing for that transaction. Genesis and NeighborCare believe that the acquisition of the APS Pharmacy Business will enhance NeighborCare's operations and increase the value of their estates. However, it is not possible at this time to quantify those benefits. In addition, it is not possible to predict whether Genesis and NeighborCare ultimately will be the successful bidders for these 73 assets. Accordingly, the projections described in section IV, above, do not include any adjustments for this potential acquisition. VII. Governance of the Reorganized Debtors A. Board of Directors of Reorganized Genesis The initial Board of Directors of Reorganized Genesis will consist of seven members, whose names, qualifications, and compensation will be available upon request to the Genesis Debtors and will be posted on www.ghv.com no later than seven days before the last date to vote to accept or reject the Plan. Six members will be selected by the holders of the Genesis Senior Lender Claims and the Multicare Senior Lender Claims. The Chief Executive Officer of Reorganized Genesis will be the remaining director and Chairman of the Board. Each member of the initial Board of Directors will serve on the Board of Directors in accordance with Reorganized Genesis's Amended Certificate of Incorporation and Bylaws, as the same may be amended from time to time. The Debtors expect that the compensation for directors will include (i) $25,000 and options to purchase 2,500 shares of New Common Stock each year, (ii) $1,500 for attendance at each board meeting, (iii) $1,000 for attendance at each meeting of a committee of the board of directors, and (iv) a one-time grant of options to purchase 25,000 shares of New Common Stock. The final compensation will also be posted on www.ghv.com no later than seven days before the last date to vote. B. Senior Management of Reorganized Genesis As of the Effective Date, Reorganized Genesis will enter into long term employment agreements with its top four senior executives. In general, the contracts provide for three year employment terms which are automatically renewed unless either Reorganized Genesis or the employee provides advance notice. The following table summarizes the base salary for the top four executives of Reorganized Genesis: Name Title Base Salary Michael R. Walker Chief Executive Officer and $850,000 Chairman of the Board Richard R. Howard Vice Chairman $500,000 David C. Barr Vice Chairman $500,000 George V. Hager, Jr. Executive Vice President $400,000 and Chief Financial Officer These executives will also be entitled to incentive compensation, based on a determination by the new board of directors of Reorganized Genesis. The maximum amount of incentive compensation for these employees under the current incentive plan is 50% of their respective base salaries. Reorganized Genesis will also adopt a new long term Management Incentive Plan under which stock grants and options will be allocated to 129 management employees, including the senior executives. See section VIII.F, below, for a description of the New Management Incentive Plan. Copies of the new employment agreements and the New Management Incentive Plan will be part of the Plan Supplement. The executives named above 74 are also entitled to certain rights under an executive retention plan approved by the Bankruptcy Court. That plan is described in section VI.E, above. The Plan of Reorganization will be deemed a solicitation of the holders of New Common Stock for approval of the New Management Incentive Plan. The Debtors believe that the order confirming the Plan of Reorganization should constitute such approval of the New Management Incentive Plan for purposes of sections 422 and 162(m) of the Internal Revenue Code. There can be no assurance, however, that the Internal Revenue Service will agree with such position. VIII. Other Aspects of the Plan of Reorganization A. Analysis of the Proposed Merger of Genesis and Multicare At the present time, Genesis manages the Multicare Debtors pursuant to a management contract that was negotiated with the independent majority shareholders of Multicare in 1997 which is comprehensive and encompasses all management and administrative functions. For the reasons described in the followings sections, both the Genesis Debtors and the Multicare Debtors have concluded that a merger will result in the best outcome for the creditors who will receive distributions under the Plan of Reorganization for the following reasons: At the present time, Genesis and Multicare employ a management structure which serves the combined assets of both companies. Significant efficiencies are realized through the maintenance of a single infrastructure, particularly in an environment where qualified managerial personnel are difficult to recruit and retain. The creation and execution of a common operating strategy implemented using common practices enhances revenues for both companies in the most efficient manner. For instance, Genesis and Multicare are marketed using a common "ElderCare" branding strategy which promotes better name recognition, increasing referrals, and enhances the options for referral sources and third-party payers in geographically concentrated markets. Likewise, the companies are able to leverage off of common resources, such as discharge planning functions and care coordinators and the ElderCare telephone line, to increase the admissions for both companies' centers. The utilization of common systems and a single uniform set of policies and procedures improves internal controls and compliance to standards which result in greater operating cost efficiencies. The merger of Genesis and Multicare creates incentive for additional investment of time and resources to enhance the companies' abilities to realize efficiencies and capitalize on revenue opportunities across the wider group of operating entities. Together, Genesis and Multicare enjoy considerable purchasing power, which is utilized to achieve favorable pricing for nearly all goods and services needed for the operation of their businesses. Additionally, the size and clout of the combined organization provides access to certain goods and services which are more difficult to obtain, for various reasons. For instance, both Genesis and Multicare are able to contract for adequate professional liability insurance, which due to the recent exit of insurers has become significantly more difficult to obtain. Similarly, the availability of debt and equity capital, which has become scarce for the long-term care industry and is essential to the long-term viability and success of each company, is greatly enhanced through the merger of the two companies. Capital markets favor larger and more diverse companies. For instance, the proposed exit financing is possible due, in 75 part, to the size of the combined credit facility, which promotes greater liquidity and the more diversified business operation financed, which mitigates credit risk. Access to capital is important for three reasons. First, the long term care industry is real estate based and accordingly, capital intensive. Eldercare centers require regular maintenance in order to remain competitive and meet regulatory standards. Second, capital is necessary in order for either company to realize new business opportunities or to provide necessary working capital for internal growth. Finally, changes in the regulatory landscape, whether state or federal, can result in a significant cash drain, which may be temporary or more permanent, which effects can be mitigated through stronger liquidity. The larger capital base and greater float for the new equity securities than either company would have or enjoy individually enhances the market value for both Genesis and Multicare. While today Genesis and Multicare realize certain savings and efficiencies from contracting with common accounting professionals for financial auditing and consulting services, the merger of Genesis and Multicare into a single corporate entity will eliminate the duplicative costs associated with preparing separate audits and filing separate financial statements and other documents as required by the federal securities laws. In summary, the security the creditors are entitled to receive under the proposed scenario incorporates the value of the combined Multicare and Genesis estates. It is the position of both Debtors that through the preservation of the common infrastructure, purchasing power, access to capital, and opportunities for administrative cost reductions, value is created which exceeds the value that each company would be able to realize independently. B. Mechanics of the Merger The merger will be implemented through the Plan of Merger, a copy of which is part of the Plan Supplement. A subsidiary of Genesis will create a new subsidiary -- Multicare Acquisition Corporation -- to effectuate the merger. Genesis, Multicare Acquisition Corporation, and Multicare will be parties to the Plan of Merger. Authorization for the merger will be pursuant to the Plan of Reorganization and the approval of the shareholders of Multicare Acquisition Corporation and the deemed shareholders of Reorganized Multicare. As part of the merger process, Multicare Acquisition Corporation will be merged into Multicare. Note that the shareholders of Multicare will consist of the holders of the Multicare Senior Lender Claims, the Multicare General Unsecured Claims, and the Multicare Senior Subordinated Note Claims in accordance with the distribution provisions of the Plan. The Plan of Merger will provide for the exchange of the stock of Reorganized Multicare received by (i) the holders of the Multicare Senior Lender Claims for New Senior Notes, New Convertible Preferred Stock, and New Common Stock, (ii) the holders of the Multicare General Unsecured Claims for New Common Stock and New Warrants, and (iii) the holders of the Multicare Senior Subordinated Note Claims for New Common Stock and New Warrants. C. Exit Facility -- Condition Precedent to Effective Date The Effective Date cannot occur unless the Debtors arrange for sufficient financing to pay the administrative expenses of their respective chapter 11 cases (an "Exit Facility") and all the conditions precedent to the initial extensions of credit thereunder shall be satisfied. The Genesis Debtors estimate that their administrative expenses will total approximately $225 million, including repayment of their debtor in possession financing. The Multicare Debtors estimate their administrative expenses at approximately $10 million. The Debtors expect to arrange for a revolving line of credit for working capital purposes with 76 availability of up to $150 million. In addition, to fund the administrative expenses of the reorganization cases, the Debtors expect to issue senior secured debt of between $235 million and $245 million, repayable at the end of 5-1/2 years. The Exit Facility will permit the New Senior Notes to be outstanding. It is anticipated that the obligations under the Exit Facility will be guarantied by all the Debtors and will be secured by all their assets. Several lending institutions have expressed an interest in providing an Exit Facility in the amounts needed. In the alternative, it may be desirable for Reorganized Genesis to raise funds in the public debt markets. The exact form and terms of the Exit Facility selected by the Debtors will be finalized as the Debtors prepare for confirmation of the Plan. D. Distributions Under the Plan of Reorganization One of the key concepts under the Bankruptcy Code is that only claims and equity interests that are "allowed" may receive distributions under a chapter 11 plan. This term is used throughout the Plan of Reorganization and the descriptions below. In general, an "allowed" claim or "allowed" equity interest simply means that the debtor agrees, or in the event of a dispute, that the Bankruptcy Court determines, that the claim or interest, and the amount thereof, is in fact a valid obligation of the debtor. 1. Timing and Conditions of Distributions (a) Date of Distribution Except as otherwise provided for in the Plan of Reorganization, distribution on account of allowed claims will be made on or as soon as practicable after the later of the Effective Date and the date an order allowing a disputed claim becomes a Final Order. Disputed claims will be treated as set forth below. All distributions to the holders of the Genesis Senior Lender Claims and the Multicare Senior Lender Claims will be made to the individual holders of the Genesis Senior Lender Claims and Multicare Senior Lender Claims in such denominations and registered in the names of the holders as Mellon Bank, N.A. shall have directed in writing. (b) Surrender of Certain Securities Necessary for Distribution Plans of reorganization generally require a holder of an instrument or security of a debtor to surrender such instrument or security prior to receiving a new instrument or security in exchange therefor under a plan of reorganization. This rule avoids disputes regarding who is the proper recipient of instruments or securities under a plan of reorganization. As a condition to participating in the distribution under the Plan, a holder of a certificated instrument or note must surrender such instrument or note prior to the first anniversary of the Effective Date or provide the Disbursing Agent with a satisfactory affidavit of loss and/or indemnity and bond. Failure to do so will result in the forfeiture of such holder's right to receive any distribution relating to such instrument or note. This requirement does not apply to certificated instruments or notes that are being reinstated under the Plan. Holders of the Debtors' preferred or common equity interests shall not be required to surrender such securities because they are not receiving a distribution under the Plan of Reorganization on account of such securities. 77 (c) Fractional Shares No fractional shares of New Convertible Preferred Stock, New Common Stock, or fractional New Warrants or cash in lieu thereof will be distributed. For purposes of distribution, fractional shares of New Convertible Preferred Stock or New Common Stock, and fractional New Warrants shall be rounded down to the next whole number or zero, as appropriate. (d) Final Distribution of New Common Stock and New Warrants Upon the resolution or determination of all disputed claims, the Disbursing Agent shall distribute to all holders of allowed claims entitled to receive New Common Stock and New Warrants the amount of such securities that such holders would have received if the resolution of all disputed claims had been known on the Effective Date. In the event that dividend distributions have been made with respect to the New Common Stock, such holder shall be entitled to receive the allocable portion of such dividends without any interest with respect thereto. 2. Certain Claims Allowed Claims in the following classes are allowed in the following amounts (exclusive of postpetition interest, if applicable): Class Description Allowed Claim ------------------------------------------------------------------------ G2 Genesis Senior Lender Claims $1,193,460,000 G5 Genesis Senior Subordinated Note Claims 387,425,000 M2 Multicare Senior Lender Claims 443,400,000 M5 Multicare Senior Subordinated Note Claims 257,817,000 3. Procedures for Treating Disputed Claims Under the Plan of Reorganization For purposes of the following discussion, the term "allowed" when it applies to a claim means that the claim has been recognized as a valid claim against the Debtors and is entitled to participate in the class to which such claim belongs. (a) Disputed Claims Disputed claims include those claims (i) listed by any Debtor in such Debtors' schedules of assets and liabilities, as may be amended from time to time, as not liquidated in amount or contingent or disputed, (ii) to which an objection or request for estimation has been filed and not withdrawn or determined, (iii) for which a proof of claim has been filed and with respect to which no corresponding claim is listed in the schedules or the corresponding claim is listed as other than contingent, disputed, or unliquidated but for which the nature or amount of the claim as filed differs from that listed in the schedules, or (iv) asserting tort claims. 78 (b) Objections to Claims The Debtors shall be entitled to object to all claims. Any objections to claims shall be served and filed on or before one hundred and twenty (120) days after the Effective Date or such later date as may be fixed by the Bankruptcy Court. (c) No Distributions Pending Allowance If any portion of a claim is a disputed claim, no payment or distribution shall be made on account of the claim until the disputed portion of the claim becomes an allowed claim or is otherwise resolved. Pending the allowance or disallowance of the disputed claims, the Debtors shall withhold from the payments and distributions made pursuant to the Plan of Reorganization to the holders of allowed claims the payments and distributions allocable to the disputed claims as if the disputed claims had been allowed claims. (d) Distributions After Allowance Once a disputed claim becomes an allowed claim, the holder of such allowed claim shall receive a distribution in accordance with the provisions of the Plan of Reorganization. If the holder is entitled to a cash distribution under the Plan, the cash distribution shall include interest, calculated at the average rate received by the Debtors in their deposit accounts, from the Effective Date until the date of distributions. Cash distributions shall be made as soon as practicable after the order allowing the disputed claim becomes a Final Order. If the holder of a disputed claim which becomes allowed after the Effective Date is entitled to New Common Stock or New Warrants, the Disbursing Agent may distribute to such holder the amount of shares of such securities as such holder would have received had such holder's claim been allowed in such amount on the Effective Date. In the event dividend distributions have been made with respect to the New Common Stock, such holder shall be entitled to receive such previously distributed dividends without any interest with respect thereto. To the extent that a disputed claim is disallowed, the amount of property withheld by the Debtors on account of such claim shall be retained by the Debtors. E. Treatment of Executory Contracts and Unexpired Leases 1. Contracts and Leases Not Expressly Rejected Are Assumed All executory contracts and unexpired leases, except for those expressly rejected by the Plan of Reorganization or by separate motion, are assumed pursuant to the Plan of Reorganization, including the bonds executed by Liberty Bond Services on behalf of the Debtors. The Plan of Reorganization provides for the Debtors to reject those executory contracts and unexpired leases specifically designated as a contract or lease to be rejected as specified in the Schedule of Rejected Contracts attached to the Plan. Any time prior to the first Business Day prior to the commencement of the hearing on confirmation of the Plan of Reorganization, the Debtors may modify that list. The Debtors will provide notice to the parties affected by any such amendment. The Debtors expressly reserve the right to reject any contract in the event there is a dispute concerning the amount necessary to cure defaults, notwithstanding the fact that such dispute may arise after the confirmation of the Plan. 79 2. Cure of Defaults Generally, if there has been a default (other than a default specified in section 365(b)(2) of the Bankruptcy Code) under an executory contract or unexpired lease, the debtor can assume the contract or lease only if the debtor cures the default. Accordingly, a condition to the assumption of an executory contract or unexpired lease is that any default under an executory contract or unexpired lease that is to be assumed pursuant to the Plan of Reorganization will be cured in a manner consistent with the Bankruptcy Code and as set forth in the Plan of Reorganization. 3. Rejection Claims If an entity with a claim for damages arising from the rejection of an executory contract or unexpired lease under the Plan of Reorganization has not filed a proof of claim for such damages, that claim shall be barred and shall not be enforceable against the Debtors and the Reorganized Debtors unless a proof of claim is filed with the Bankruptcy Court and served upon counsel for the Debtors within thirty (30) days after the Confirmation Date. F. Management Incentive Plan Reorganized Genesis will adopt a New Management Incentive Plan, which will provide for grants of shares of New Common Stock and options to purchase additional shares of New Common Stock to the senior managers of Reorganized Genesis. The New Management Incentive Plan will include grants of 750,000 shares of New Common Stock which shall be allocated among 43 management employees. Although all shares shall be allocated to this group, the exact amount of shares allocated to each employee, as well as the establishment of the vesting period (within the range of 3-5 years), will be determined by the new board of directors for Reorganized Genesis or pursuant to agreement with the steering committee for the holders of the Genesis Senior Lenders Claims and the Multicare Senior Lender Claims. The New Management Incentive Plan will also include options to purchase 3,480,000 shares of New Common Stock, which shall be allocated among 129 management employees. As with the stock grants, the exact amount of shares allocated to each employee, as well as the establishment of the vesting period (within the range of 3-5 years), will be determined by the new board of directors for Reorganized Genesis or pursuant to agreement with the steering committee for the holders of the Genesis Senior Lenders Claims and the Multicare Senior Lender Claims. The option exercise price will be $20.33 per share and is based on the enterprise valuations described in this Disclosure Statement. A copy of the New Management Incentive Plan is part of the Plan Supplement. G. Releases The Plan of Reorganization includes two types of releases. First, certain affiliates of the Genesis Debtors and the Multicare Debtors, that are not Debtors in these reorganization cases, are obligors on the Debtors' prepetition credit agreements. As part of the Plan, the holders of the Genesis Senior Lender Claims and the Multicare Senior Lender Claims will release those non-Debtors, provided that such entities become guarantors of the New Senior Notes and assuming that the net worth of such entities is not significant. 80 Second, the Plan provides for a release of all claims by the Debtors against the officers, directors, employees, financial advisors, professionals, accountants, and attorneys of the Debtors, the Genesis unsecured creditors' committee, the Multicare unsecured creditors' committee, and Mellon Bank, N.A., as agent for the holders of the Genesis Senior Lender Claims, the Multicare Senior Lender Claims, and the lenders under the Debtors' postpetition financing. This provision is intended to release all claims of the Debtors, whether arising prepetition or postpetition, and based on any theory (whether negligence, gross negligence, or willful misconduct) against these individuals. The release is limited to claims that could be asserted by the Debtors and only applies to claims against such parties in their representative capacity. The Plan also provides that the releases may be further limited by the provisions of the order of the Bankruptcy Court confirming the Plan and does not release certain loan obligations of certain of the senior officers, except as provided in a prior order of the Bankruptcy Court, dated February 23, 2001 (see section VI.E.2, above). The purpose of the release of the Genesis and Multicare personnel is to prevent a collateral attack against those individuals based on derivative actions. It is the intent of the Plan to bring finality to the disruption caused by the reorganization of these companies. Because of the extraordinary regulatory scrutiny which currently exists in the healthcare industry, it is generally very difficult to retain qualified management. This difficulty is compounded when the healthcare company is operating as a debtor in possession under chapter 11 of the Bankruptcy Code. Despite these daunting obstacles, management of the Debtors has not only continued to stay with the company, but also made enormous contributions to the reorganization efforts and the compromises set forth in the Plan. The Debtors are not aware of any pending or threatened actions, whether civil or criminal, against the management of the Debtors. However, in order to continue to retain the Debtors' management, it is important that they be relieved of the threat of any derivative actions against them personally by parties in these reorganization cases that may be dissatisfied with the treatment provided in the Plan. The purpose of the release of the representatives of the other major constituencies in these cases, such as the creditors' committees, is to protect the chapter 11 process for individuals who have contributed to the restructuring process. The Debtors are not aware of any pending or threatened actions against these representatives. H. Effect of Confirmation 1. Discharge of Claims and Termination of Equity Interests Except as otherwise provided in the Plan, confirmation of the Plan of Reorganization will discharge all existing debts and claims and terminate all equity interests, of any kind, nature, or description whatsoever, against or in the Debtors or any of their assets or properties. All holders of existing claims against and equity interests in the Debtors will be enjoined from asserting against the Reorganized Debtors, or any of their assets or properties, any other or further claim or equity interest based upon any act or omission, transaction, or other activity that occurred prior to the Effective Date, whether or not such holder has filed a proof of claim or proof of equity interest. In addition, upon the Effective Date, each holder of a claim against or equity interest in the Debtors shall be forever precluded and enjoined from prosecuting or asserting any discharged claim against or terminated equity interest in the Debtors or the Reorganized Debtors. 81 2. Indemnification The Plan provides for the assumption and continuation of normal corporate indemnification provisions related to the protection of officers and directors. 3. Exculpation The Plan of Reorganization exculpates the Debtors, the Disbursing Agent, the statutory committees of unsecured creditors appointed in these reorganization cases, Mellon Bank, N.A., as administrative agent under, and any lender under, the Genesis Senior Lender Agreements, the Multicare Senior Lender Agreements, and the Revolving Credit and Guaranty Agreements described in sections II.E.2, II.F.2, and VI.C, above, and their respective agents for conduct relating to the prosecution of the reorganization cases. Specifically, the Plan of Reorganization provides that neither the Debtors, the Disbursing Agent, the statutory committees of unsecured creditors appointed in these reorganization cases, nor their respective members, officers, directors, employees, agents, or professionals shall have or incur any liability to any holder of any claim or equity interest for any act or omission in connection with, or arising out of, the reorganization cases, the confirmation of the Plan of Reorganization, the consummation of the Plan of Reorganization, or the administration of the Plan of Reorganization or property to be distributed under the Plan of Reorganization, except for willful misconduct or gross negligence. I. Preservation of Certain Avoidance Actions The Debtors and the Reorganized Debtors are waiving all avoidance actions except as set forth in the Plan Supplement. J. Miscellaneous Provisions The Plan of Reorganization contains provisions relating to the cancellation of existing securities, corporate actions, the Disbursing Agent, delivery of distributions, manner of payment, vesting of assets, binding effect, term of injunctions or stays, injunction against interference with the Plan of Reorganization, payment of statutory fees, retiree benefits, dissolution of the statutory committees of unsecured creditors appointed in the reorganization cases, recognition of guaranty rights, substantial consummation, compliance with tax requirements, severablity, revocation, and amendment of the Plan of Reorganization, governing law, and timing. For more information regarding these items, see the Plan of Reorganization attached hereto as Exhibit A. IX. Certain Factors To Be Considered A. Certain Bankruptcy Considerations Although the Debtors believe that the Plan of Reorganization will satisfy all requirements necessary for confirmation by the Bankruptcy Court, there can be no assurance that the Bankruptcy Court will reach the same conclusion. Moreover, there can be no assurance that modifications of the Plan of Reorganization will not be required for confirmation or that such modifications would not necessitate the resolicitation of votes. In addition, although the Debtors believe that the Effective Date will occur soon after the Confirmation Date, there can be no assurance as to such timing. 82 The Plan of Reorganization provides for no distribution to Classes G7 (Genesis Punitive Damage Claims), M7 (Multicare Punitive Damage Claims), and equity interests in the Debtors. The Bankruptcy Code conclusively deems these classes to have rejected the Plan of Reorganization. Notwithstanding the fact that these classes are deemed to have rejected the Plan of Reorganization, the Bankruptcy Court may confirm the Plan of Reorganization if at least one impaired class with respect to the Genesis Debtors and one impaired class with respect to the Multicare Debtors votes to accept the Plan of Reorganization (with such acceptance being determined without including the vote of any "insider" in such class). Thus, for the Plan of Reorganization to be confirmed, (i) one of the impaired subclasses in Class G1 or one of Classes G2 (Genesis Senior Lender Claims), G4 (Genesis General Unsecured Claims), or G5 (Genesis Senior Subordinated Note Claims), and (ii) one of the impaired subclasses in Class M1 or one of Classes M2 (Multicare Senior Lender Claims), M4 (Multicare General Unsecured Claims), or M5 (Multicare Senior Subordinated Note Claims) must vote to accept the Plan of Reorganization. As to each impaired class that has not accepted the Plan of Reorganization, the Plan of Reorganization may be confirmed if the Bankruptcy Court determines that the Plan of Reorganization "does not discriminate unfairly" and is "fair and equitable" with respect to these classes. The Debtors believe that the Plan of Reorganization satisfies these requirements. For more information, see section XI.F, below. B. Risks Relating to the Plan Securities 1. Variances from Projections The projections included in this Disclosure Statement reflect numerous assumptions concerning the anticipated future performance of the Debtors and with respect to the prevailing market and economic conditions which are beyond the control of the Debtors and which may not materialize. The projections include assumptions concerning reimbursement rates with respect to third party payors and patient mix, occupancy, the collectability of accounts receivable, operating costs, and rent expense. The Debtors believe that the assumptions underlying the projections are reasonable. However, unanticipated events and circumstances occurring subsequent to the preparation of the projections may affect the actual financial results of the Debtors. Therefore, the actual results achieved throughout the periods covered by the projections necessarily will vary from the projected results, which variations may be material and adverse. 2. Substantial Leverage; Ability to Service Debt The Reorganized Debtors will have substantial indebtedness. On the Effective Date, after giving effect to the transactions contemplated by the Plan of Reorganization, the Reorganized Debtors will have approximately $624 million in secured indebtedness. Although this level of debt represents significantly less leverage than many of the Debtors' competitors, significant amounts of cash flows will be necessary to make payments of interest and repay the principal amount of this indebtedness. 3. Significant Holders Under the Plan of Reorganization, certain holders of allowed claims may receive distributions of shares in Reorganized Genesis representing in excess of five percent (5%) of the outstanding shares of New Common Stock. If holders of a significant number of shares of Reorganized Genesis were to act as a group, such holders may be in a position to control the outcome of actions requiring shareholder approval, including the election of directors. Further, 83 the possibility that one or more of the holders of a number of shares of Reorganized Genesis may determine to sell all or a large portion of their shares in a short period of time may adversely affect the market price of the stock of Reorganized Genesis. 4. Lack of Trading Market Reorganized Genesis will use reasonable commercial efforts to cause the shares of New Common Stock to be listed on a national securities exchange or a qualifying interdealer quotation system as soon as practicable following the Effective Date. There can be no assurance, however, that the New Common Stock will be listed on such exchange or system. Accordingly, there can be no assurance that a holder of such securities will be able to sell such shares in the future or as to the price at which such shares might trade. 5. Dividend Policies Because all of the Debtors' cash flows will be used in the foreseeable future to make payments under the exit facility that will be entered into in connection with the emergence from chapter 11 and under certain of the Plan Securities, Reorganized Genesis does not anticipate paying dividends on the New Common Stock in the near future. 6. Restrictions on Transfer Holders of Plan Securities who are deemed to be "underwriters" as defined in section 1145(b) of the Bankruptcy Code, including holders who are deemed to be "affiliates" or "control persons" within the meaning of the Securities Act, will be unable freely to transfer or to sell their securities except pursuant to (i) "ordinary trading transactions" by a holder that is not an "issuer" within the meaning of section 1145(b), (ii) an effective registration of such securities under the Securities Act and under equivalent state securities or "blue sky" laws, or (iii) pursuant to the provisions of Rule 144 under the Securities Act or another available exemption from registration requirements. For a more detailed description of these matters, see section II.J, above. C. Risks Associated with the Business The following categories of risks associated with the Debtors' businesses are set forth in their respective Form 10-Ks, which have been filed with the Securities and Exchange Commission: Risk Associated with Reimbursement Process; Reduced Revenues Resulting from Prospective Payment System; Self-Funded Insurance; Competitive Conditions; Collectability of Certain Accounts Receivable; Risks Related to Investigations and Legal Proceedings; Risk Of Adverse Effect Of Future Healthcare Reform; Potential Adverse Effect of Change in Revenue Sources; Potential Adverse Impact from Extensive Regulation; Risk of International Operations; Foreign Exchange Risk; and Increased Labor Costs. Please refer to those SEC filings for a further discussion on this topic. 84 X. Confirmation of the Plan of Reorganization A. Confirmation Hearing Section 1128(a) of the Bankruptcy Code requires the Bankruptcy Court, after appropriate notice, to hold a hearing on confirmation of a plan of reorganization. The confirmation hearing is scheduled for August 28, 2001 (and August 29, 2001 if necessary), at 9:30 a.m., Eastern Time, before the Honorable Judith H. Wizmur, United States Bankruptcy Court for the District of New Jersey, Mitchell H. Cohen Courthouse, Courtroom 4B, 4th and Cooper Street, Camden, New Jersey 08101. The confirmation hearing may be adjourned from time to time by the Debtors or the Bankruptcy Court without further notice except for an announcement of the adjourned date made at the confirmation hearing or any subsequent adjourned confirmation hearing. Section 1128(b) of the Bankruptcy Code provides that any party in interest may object to confirmation of a plan of reorganization. Any objection to confirmation of the Plan of Reorganization must be in writing, must conform to the Federal Rules of Bankruptcy Procedure, must set forth the name of the objector, the nature and amount of claims or interests held or asserted by the objector against the particular Debtor or Debtors, the basis for the objection and the specific grounds therefor, and must be filed with the Bankruptcy Court, with a copy to Chambers, together with proof of service thereof, and served upon (i) Weil, Gotshal & Manges LLP, Co-Attorneys for the Genesis Debtors and Debtors in Possession, 767 Fifth Avenue, New York, New York 10153, Attention: Michael F. Walsh, Esq.; (ii) Richards, Layton & Finger PA, Co-Attorneys for the Genesis Debtors and Debtors in Possession, One Rodney Square, P.O. Box 551, Wilmington, Delaware 19899, Attention: Mark D. Collins, Esq.; (iii) Willkie, Farr & Gallagher, Co-Attorneys for the Multicare Debtors and Debtors in Possession, 787 Seventh Avenue, New York, New York 10019, Attention: Marc Abrams, Esq.; (iv) Young, Conaway, Stargatt & Taylor, Co-Attorneys for the Multicare Debtors and Debtors in Possession, 11th Floor, Wilmington Trust Company, P.O. Box 391, Wilmington, Delaware 19899-0391, Attention: James J. Patton, Esq.; (v) The United States Trustee for the District of Delaware, Attention: Joseph McMahon, Esq., 601 Walnut Street, Suite 950 West, Philadelphia, Pennsylvania 19106; (vi) Akin, Gump, Strauss, Hauer & Feld, L.L.P., Co-Attorneys for the Official Committee of Unsecured Creditors for the Genesis Debtors, 590 Madison Avenue, New York, New York 10022, Attention: Lisa Beckerman, Esq.; (vii) Pachulski Stang Ziehl Young & Jones PC, Co-Attorneys for the Official Committee of Unsecured Creditors for the Genesis Debtors, 919 N. Market Street, 16th Floor, P.O. Box 8075, Wilmington, Delaware 19899-8705, Attention: Laura Davis Jones, Esq., (viii) Kasowitz, Benson, Torres & Friedman LLP, Co-Attorneys for the Official Committee of Unsecured Creditors for the Multicare Debtors, 1633 Broadway, New York, New York 10019, Attention: David Rosner, Esq.; (ix) Saul, Ewing, Remick & Saul LLP, Co-Attorneys for the Official Committee of Unsecured Creditors for the Multicare Debtors, 222 Delaware Avenue, Suite 1200, P.O. Box 1266, Wilmington, Delaware 19899-1266, Attention: Norman Pernick, Esq., (x) Morgan, Lewis & Bockius LLP, Co-Attorneys for Agent for the Prepetition Senior Secured Lenders and Postpetition Lenders, 101 Park Avenue, New York, New York 10178-0060, Attention: Richard S. Toder, Esq., and (xi) Klett Rooney Lieber & Schorling, Co-Attorneys for Agent for the Prepetition Senior Secured Lenders and Postpetition Lenders, 1000 West Street, Suite 1410, Wilmington, Delaware 19801, Attention: Teresa Currier, Esq. Objections to confirmation of the Plan of Reorganization are governed by Rule 9014 of the Federal Rules of Bankruptcy Procedure. UNLESS AN OBJECTION TO 85 CONFIRMATION IS TIMELY SERVED AND FILED, IT MAY NOT BE CONSIDERED BY THE BANKRUPTCY COURT. B. General Requirements of Section 1129 At the confirmation hearing, the Bankruptcy Court will determine whether the following confirmation requirements specified in section 1129 of the Bankruptcy Code have been satisfied: 1. The Plan complies with the applicable provisions of the Bankruptcy Code. 2. The Debtors have complied with the applicable provisions of the Bankruptcy Code. 3. The Plan has been proposed in good faith and not by any means proscribed by law. 4. Any payment made or promised by the Debtors or by a person issuing securities or acquiring property under the Plan for services or for costs and expenses in, or in connection with, the chapter 11 cases, or in connection with the Plan and incident to the chapter 11 cases, has been disclosed to the Bankruptcy Court, and any such payment made before the confirmation of the Plan is reasonable or if such payment is to be fixed after confirmation of the Plan, such payment is subject to the approval of the Bankruptcy Court as reasonable. 5. The Debtors have disclosed the identity and affiliations of any individual proposed to serve, after confirmation of the Plan, as a director, officer, or voting trustee of the Debtors, affiliates of the Debtors participating in the Plan with the Debtors, or a successor to the Debtors under the Plan, and the appointment to, or continuance in, such office of such individual is consistent with the interests of creditors and equity holders and with public policy, and the Debtors have disclosed the identity of any insider that will be employed or retained by the Debtors, and the nature of any compensation for such insider. 6. With respect to each class of claims or equity interests, each holder of an impaired claim or impaired equity interest either has accepted the Plan or will receive or retain under the Plan on account of such holder's claim or equity interest, property of a value, as of the Effective Date, that is not less than the amount such holder would receive or retain if the Debtors were liquidated on the Effective Date under chapter 7 of the Bankruptcy Code. See discussion of "Best Interests Test," below. 7. Except to the extent the Plan meets the requirements of section 1129(b) of the Bankruptcy Code (discussed below), each class of claims or equity interests has either accepted the Plan or is not impaired under the Plan. Classes G7 (Genesis Punitive Damage Claims), G8 (Genesis Series G Preferred Stock Interests), G9 (Genesis Series H Preferred Stock Interests), G10 (Genesis Series I Preferred Stock Interests), G11 (Genesis Common Stock Interests), M7 (Multicare Punitive Damage Claims), and M8 (Multicare Common Stock Interests) are deemed to have rejected the Plan and thus the Plan can be confirmed only if the requirements of section 1129(b) of the Bankruptcy Code are met. 86 8. Except to the extent that the holder of a particular claim has agreed to a different treatment of such claim, the Plan provides that Administrative Expense Claims and Priority Non-Tax Claims will be paid in full on the Effective Date and that Priority Tax Claims will receive on account of such claims deferred cash payments, over a period not exceeding six (6) years after the date of assessment of such claims, of a value, as of the Effective Date, equal to the allowed amount of such claims. 9. At least one class of impaired claims has accepted the Plan, determined without including any acceptance of the Plan by any insider holding a claim in such class. 10. Confirmation of the Plan is not likely to be followed by the liquidation or the need for further financial reorganization of the Debtors or any successor to the Debtors under the Plan, unless such liquidation or reorganization is proposed in the Plan. See discussion of "Feasibility," below. 11. The Plan provides for the continuation after the Effective Date of payment of all retiree benefits (as defined in section 1114 of the Bankruptcy Code), at the level established pursuant to section 1114(e)(1)(B) or 1114(g) of the Bankruptcy Code at any time prior to confirmation of the Plan, for the duration of the period the Debtors have obligated themselves to provide such benefits. C. Best Interests Tests As described above, the Bankruptcy Code requires that each holder of an impaired claim or equity interest either (i) accept the Plan or (ii) receive or retain under the Plan property of a value, as of the Effective Date, that is not less than the value such holder would receive if the Debtors were liquidated under chapter 7 of the Bankruptcy Code. The first step in determining whether this test has been satisfied is to determine the dollar amount that would be generated from the liquidation of the Debtors' assets and properties in the context of a chapter 7 liquidation case. The gross amount of cash that would be available for satisfaction of claims and equity interests would be the sum consisting of the proceeds resulting from the disposition of the unencumbered assets and properties of the Debtors, augmented by the unencumbered cash held by the Debtors at the time of the commencement of the liquidation case. The next step is to reduce that gross amount by the costs and expenses of liquidation and by such additional administrative and priority claims that might result from the termination of the Debtors' business and the use of chapter 7 for the purposes of liquidation. Any remaining net cash would be allocated to creditors and shareholders in strict priority in accordance with section 726 of the Bankruptcy Code. Finally, the present value of such allocations (taking into account the time necessary to accomplish the liquidation) are compared to the value of the property that is proposed to be distributed under the Plan on the Effective Date. The Debtors' costs of liquidation under chapter 7 would include the fees payable to a trustee in bankruptcy, as well as those fees that might be payable to attorneys and other professionals that such a trustee might engage. Other liquidation costs include the expenses incurred during the chapter 11 cases allowed in the chapter 7 case, such as compensation for attorneys, financial advisors, appraisers, accountants, and other professionals for the Debtors and statutory committees of unsecured creditors appointed in the chapter 11 cases, and costs and 87 expenses of members of the statutory committee of unsecured creditors, as well as other compensation claims. In addition, claims would arise by reason of the breach or rejection of obligations incurred and leases and executory contracts assumed or entered into by the Debtors during the pendency of the chapter 11 cases. The foregoing types of claims, costs, expenses, fees, and such other claims that may arise in a liquidation case would be paid in full from the liquidation proceeds before the balance of those proceeds would be made available to pay prepetition priority and unsecured claims. The Debtors believe that in a chapter 7 case, Classes G4 (other than insured claims to the extent of such insurance), G5, G6, G7, G8, G9, G10, G11, M4 (other than insured claims to the extent of such insurance), M5, M6, M7, and M8 would receive no distribution of property. After consideration of the effects that a chapter 7 liquidation would have on the ultimate proceeds available for distribution to creditors in the chapter 11 cases, including (i) the increased costs and expenses of a liquidation under chapter 7 arising from fees payable to a trustee in bankruptcy and professional advisors to such trustee, (ii) additional costs associated with the rapid transfer or cessation of operations at the facilities and the erosion in value of assets in a chapter 7 case in the context of the expeditious liquidation required under chapter 7 and the "forced sale" atmosphere that would prevail, and (iii) the substantial increases in claims that would be satisfied on a priority basis, the Debtors have determined that confirmation of the Plan will provide each holder of an allowed claim with a recovery that is not less than such holder would receive pursuant to liquidation of the Debtors under chapter 7. The Debtors also believe that the value of any distributions to each class of allowed claims in a chapter 7 case, including all secured claims, would be less than the value of distributions under the Plan because such distributions in a chapter 7 case would not occur for a substantial period of time. In this regard, it is possible that distribution of the proceeds of the liquidation could be delayed for one or more years or more after the completion of such liquidation in order to resolve claims and prepare for distributions. In the event litigation was necessary to resolve claims asserted in a chapter 7 case, the delay could be prolonged and administrative expenses increased. The Debtors' liquidation analysis is an estimate of the proceeds that may be generated as a result of a hypothetical chapter 7 liquidation of the Debtors. The analysis is based on a number of significant assumptions which are described. The liquidation analysis does not purport to be a valuation of the Debtors' assets and is not necessarily indicative of the values that may be realized in an actual liquidation. D. Liquidation Analyses The liquidation analyses has been prepared in consultation with the auditors of Genesis and Multicare. The full reports, including assumptions for each company, are included in the Plan Supplement. 88 1. The Genesis Debtors
Notes Unaudited Asset Realization Liquidation Values Ref Book Value Scenario I Scenario II Scenario I Scenario II ----- ---------- ---------- ----------- ---------- ----------- Statement of Assets ($000) Cash & equivalents A $ 806 100% 100% $ 806 $ 806 Restricted investments in marketable securities B 31,697 0% 0% - - Accounts receivable (net) C 404,770 39% 53% 157,860 214,528 Inventory D 65,011 0% 0% - - Prepaid expenses and other current assets E 45,884 21% 36% 9,636 16,518 Proceeds from the sale of operating entities F N/A N/A 273,635 478,557 Property, plant and equipment G 537,215 N/A N/A 11,893 22,436 Notes receivable and other investments H 38,881 48% 63% 18,663 24,495 Other long term assets I 114,222 16% 24% 18,276 27,413 Investments in unconsolidated affiliates J 56,801 0% 0% - - Goodwill and other intangibles K 890,888 0% 0% - - Avoidance & contingency claims L Unknown Unknown ---------- ---------- ---------- Total liquidated proceeds 2,186,175 22.45% 35.90% 490,769 784,753 ---------- ---------- ---------- Estimated Recovery Scenario I Scenario II ---------- ----------- CHAPTER 7 ADMINISTRATIVE CLAIMS - Section 503(b) Trustee & Receiver fees M 14,747 23,599 Counsel for Trustee N 7,374 11,800 Other professional fees O 13,200 13,200 Estimated liquidation costs P 39,262 62,780 ---------- ---------- TOTAL CHAPTER 7 ADMINISTRATIVE CLAIMS 74,583 111,379 ---------- ---------- Net Estimated Recovery - Chapter 7 Admin Claims 100% 100% Net Estimated Proceeds Available for Distribution $ 416,186 $ 673,374 Estimated Balance --------- SECURED CLAIMS DIP Financing Q 180,000 100% 100% 180,000 180,000 G1 miscellaneous mortgage claims R 120,385 28% 45% 33,765 54,631 G2 senior lender claims R 1,198,460 17% 37% 202,421 438,743 ---------- ---------- ---------- TOTAL SECURED CLAIMS 1,498,845 416,186 673,374 ---------- ---------- ---------- Net Estimated Proceeds Available for Distribution After Secured Claims $ 0 $ 0 ADMINISTRATIVE CLAIMS Post petition trade creditor claims S 47,655 0% 0% - - Accrued salaries, wages, and other compensation T 51,753 0% 0% - - ---------- ---------- ---------- TOTAL ADMINISTRATIVE CLAIMS 99,408 - - ---------- ---------- ---------- Balance available for distribution to priority creditors $ 0 $ 0 PRIORITY CLAIMS (G3) Accrued salaries, wages, and other compensation U 17 0% 0% - -
89
Notes Unaudited Asset Realization Liquidation Values Ref Book Value Scenario I Scenario II Scenario I Scenario II ----- ---------- ---------- ----------- ---------- ----------- Taxes U 11,508 0% 0% - - Other claims U 2,056 0% 0% - - ---------- ---------- ---------- TOTAL PRIORITY CLAIMS 13,581 - - ---------- ---------- ---------- Balance available for distribution to unsecured creditors $ 0 $ 0 GENERAL UNSECURED CLAIMS G4 general unsecured claims V 80,761 0% 0% - - G5 senior subordinated note claims W 387,425 0% 0% - - ---------- ---------- ---------- TOTAL GENERAL UNSECURED CLAIMS 468,186 - - ---------- ---------- ----------
Notes to Genesis Liquidation Analysis GENERAL ASSUMPTIONS 1 This Liquidation Analysis was prepared in accordance with section 1129(a)(7)(A)(ii) of the Bankruptcy Code to determine that the Plan of Reorganization is in the best interest of each holder of a claim or interest. 2 The Liquidation Analysis is based upon a number of estimates and assumptions that, although developed and considered reasonable by the management of Genesis, are inherently subject to significant economic, business, governmental regulation, competitive uncertainties, and contingencies beyond the control of Genesis or its management. The Liquidation Analysis is also based on assumptions with regard to liquidation decisions that are subject to change. Accordingly, there can be no assurance that the values reflected in this Liquidation Analysis would be realized if Genesis were, in fact, to undergo such a liquidation and actual results could vary materially and adversely from those contained herein. 3 This analysis assumes the conversion of the current chapter 11 cases to chapter 7 cases with the liquidation of the company's assets being finalized over a six-month period. A chapter 7 trustee would be either elected by creditors or appointed by the Bankruptcy Court to administer the estates. The chapter 7 trustee is independent and would be entitled to make all of his or her own decisions regarding the liquidation of the estates, the hiring of professionals, the pursuit of claims or litigation, the payment of or objection to claims, and the distribution of any ultimate dividend. The chapter 7 trustee would be compensated in accordance with section 326 of the Bankruptcy Code. 4 The Liquidation Analysis assumes that Genesis's captive insurance business would be liquidated separately, and accordingly, that business is excluded from this analysis. It is assumed that this Liquidation Analysis includes all other assets of Genesis, including investments in subsidiaries not currently in bankruptcy. It is assumed that all operating assets would be disposed of through sale, liquidation, and/or termination as appropriate. 5 The Liquidation Analysis uses Genesis's unaudited financial statements as of December 31, 2000, and other figures estimated by Genesis's management. 6 Genesis operates skilled nursing and assisted living eldercare facilities ("centers"). The skilled nursing centers offer three levels of care to their customers: skilled, intermediate, and personal. This analysis assumes that the majority of these centers will be sold as a going-concern over the six-month liquidation period. Genesis believes a six-month liquidation period is sufficient to allow for an orderly transfer of operations to acquirers. During this time, certain personnel would be retained as necessary to support the completion of the sale and liquidation process. 90 7 Management has assumed that those centers generating negative earnings will be either closed within the six month liquidation period or involuntarily placed into receivership by various state authorities as a result of Genesis's conversion to a chapter 7 case. 8 Genesis operates pharmacy and medical supply services that provide prescription and nonprescription pharmaceuticals, infusion therapy, medical supplies, and equipment to elderly, chronically ill, and disabled patients in long-term care and alternative site settings. Genesis also operates community-based pharmacies which are located in or near medical centers, hospitals, and physician office complexes. This analysis assumes that Genesis's pharmacy services will be sold as a going-concern over the six-month liquidation period. Genesis believes a six-month liquidation period is sufficient to allow for an orderly transfer of operations to acquirers. During this time, certain personnel would be retained as necessary to support the completion of the sale and liquidation process. 9 Genesis provides physical, speech, and occupational rehabilitation services. This analysis assumes that Genesis's rehabilitation services will be sold as a going-concern over the six-month liquidation period. Genesis believes a six-month liquidation period is sufficient to allow for an orderly transfer of operations to acquirers. During this time, certain personnel would be retained as necessary to support the completion of the sale and liquidation process. 10 Genesis provides other ancillary services including group purchasing, hospitality services, respiratory health services, diagnostic services, home healthcare, and other miscellaneous healthcare, management, and consulting services. This analysis assumes that Genesis's other ancillary services will be sold as a going-concern over the six-month liquidation period. Genesis believes a six-month liquidation period is sufficient to allow for an orderly transfer of operations to acquirers. During this time, certain personnel would be retained as necessary to support the completion of the sale and liquidation process. 11 This liquidation analysis assumes that all assets of the Genesis Debtors will be liquidated during the six-month liquidation period. There can be no assurances made that all assets will be completely liquidated during this time period. 12 For purposes of this analysis, management has assumed a high and low range of liquidation scenarios entitled Scenario I and II. NOTES TO ASSET ACCOUNTS A Cash & equivalents. The Liquidation Analysis assumes no further cash would be generated during the chapter 7 cases for distribution, except for net proceeds from the disposition of noncash assets. It is assumed that the cash at the date of the actual liquidation would be equal to the cash balance as of December 31, 2000. That cash would be fully available for distribution to creditors. B Restricted investments in marketable securities. This amount represents investments in marketable securities held by Genesis's captive insurance subsidiary which did not file for bankruptcy. Restricted investments in marketable securities would not be available in Genesis's chapter 7 liquidation. All outstanding liabilities (potential claims) in connection with Genesis's captive insurance subsidiary are omitted from this analysis. C Accounts receivable. Genesis will retain ownership of the accounts receivable for all entities. The chapter 7 trustee will bill and collect these receivables. For purposes of this analysis, management anticipates recovering between 39% and 53% of net accounts receivable. These percentages are based upon a review of the detailed aging balance for the various payers. Management has assessed the potential recoverability for these receivables based on payer-mix and the days outstanding of these receivables. 91 Below are the recovery percentages applied for the nursing centers: Medicare/Medicaid Managed Care/Private ----------------- -------------------- Scenario I Scenario II Scenario I Scenario II ---------- ----------- ---------- ----------- Current 80% 95% 75% 90% ------- 31 - 60 65% 85% 55% 75% ------- 61 - 90 55% 80% 45% 65% ------- 91 - 120 30% 60% 25% 55% -------- 121 - 365 15% 35% 10% 30% --------- Over 365 0% 0% 0% 0% -------- Below are the recovery percentages applied for the pharmacy and medical supply division: Medicare/Medicaid Managed Care/Private ----------------- -------------------- Scenario I Scenario II Scenario I Scenario II ---------- ----------- ---------- ----------- Current 75% 90% 70% 85% ------- 31 - 60 60% 80% 50% 70% ------- 61 - 90 50% 75% 40% 60% ------- 91 - 120 25% 55% 20% 50% -------- 121 - 365 10% 30% 5% 25% --------- Over 365 0% 0% 0% 0% -------- Certain trade receivables are due from a related entity - Multicare - for prepetition services rendered. It is estimated that no recovery will be made from these receivables. All other receivables from rehabilitation and other ancillary services represent approximately 5% of net receivables. The cash recovery value for these other receivables was estimated by applying the aggregate recovery percentage average for nursing and pharmacy receivables. The estimate herein reflects management's approximation of the recoverable value of these receivables during the six-month liquidation period. D Inventory. For purposes of this analysis, it is assumed that inventory will be included in the sale of going-concern entities and is therefore not projected. E Prepaid expenses and other current assets. This asset account consists primarily of miscellaneous receivables, prepaid rents, prepaid property taxes, and prepaid insurance. Management has reviewed the individual account balances for this account and has estimated that in aggregate approximately $9 million and $17 million will be recovered under a liquidation scenario. F Proceeds from the sale of operating entities. The proceeds from the distressed sale of going-concern operations is estimated to be in the range of $274 million to $479 million. The entities sold include Genesis's inpatient nursing centers, pharmacy business, rehabilitation services, and other ancillary businesses. The values estimated for those businesses are based upon various earnings multiples for distressed going concern operations which management considers reasonable. The enterprise value for these entities was determined by applying these multiples to a normalized earnings for Genesis. The 2001 projected earnings (EBITDA) were adjusted to reflect the following: - current operations through January 31, 2001; - the elimination of negative earnings for underperforming entities likely to be closed; - allocation of corporate overhead to the operating businesses 92 A range of multiple of earnings was then applied to this "normalized EBITDA" to estimate enterprise value for these entities. The calculated enterprise value was then further reduced by the secured debt and current liabilities from nonbankrupt subsidiaries of Genesis. It is assumed that any secured debt and current liabilities of the nonbankrupt entities would be paid upon sale of the business units. G Property, plant & equipment. i. Centers, Pharmacy, Rehabilitation, and Other Ancillary Services: Property, plant, and equipment will be included in the sale as a going concern. ii. Corporate Division: Property, plant, and equipment net of accumulated depreciation is approximately $70 million. The liquidation recovery as a percentage of cost is assumed to be the following: Buildings & Land (25% - 50%), Equipment (10% - 20%), Computer Equipment (10% - 15%), and construction in progress (10% - 21%). H Notes receivable and other investments. This asset account is comprised of loans made to various third parties, including managed and jointly-owned properties. Management has reviewed the various notes receivables and investments to determine potential recoveries under a liquidation scenario. It is estimated that Genesis would be able to recover approximately $19 million and $24 million from these receivables and investments. I Other long-term assets. This asset account is primarily comprised of real estate deposits, deferred financing costs, a deferred management fee due from Multicare, net receivables from CMS and other third-party payors. Management estimates that approximately $18 million and $27 million will be recovered under a liquidation scenario. J Investments in unconsolidated affiliates. The majority of the investments in unconsolidated affiliates is with Multicare. Management of Genesis assigns no recoverability for this asset. K Goodwill and other intangibles. Goodwill and other intangible assets are estimated to have no liquidation recovery value. L Avoidance & contingency claims. The Genesis Debtors may have certain rights for avoidance actions and other contingency claims that may benefit the estate. It is unknown at this time the total benefit that these claims may generate for the estates if the Genesis Debtors were successful in litigating these matters. NOTES TO CHAPTER 7 ADMINISTRATIVE CLAIMS M Trustee & Receiver fees. Compensation for the chapter 7 trustee will be limited to fee guidelines in section 326 of the Bankruptcy Code. N Counsel for Trustee. Compensation for trustee's counsel is estimated at 50% of estimated trustee fees. O Other professional fees. Management estimates that professional fees for legal, financial, and other advice relating to the bankruptcy proceedings will be $1.7 million per month for the first three months of the liquidation process. It is anticipated that professional fees would reduce to $1 million per month for the subsequent three months. In addition, there was approximately $5.1 million owing in relation to fees outstanding from the Commencement Date to December 31, 2000. P Liquidation costs. For purposes of this analysis, liquidation costs are estimated as 8% of total liquidated proceeds. 93 NOTES TO SECURED CLAIMS Q DIP financing. The administrative claim owing in relation to DIP Financing has been estimated as the amount outstanding as disclosed in the Debtors' borrowing base certificate as of May 31, 2001. R Secured Claims. Amount of liability represented herein is based on proof of claims filed by the various claimants. NOTES TO ADMINISTRATIVE CLAIMS S Postpetition trade creditor claims. This amount represents the trade creditor debt incurred during the Genesis reorganization cases payable as an administrative claim. T Accrued salaries, wages, and other compensation. Amount represents salaries, wages, and other compensation incurred pre- and postpetition subject to Bankruptcy Court order. NOTES TO PRIORITY CLAIMS U Priority Claims. Amount represents section 507 claims. NOTES TO UNSECURED CLAIMS V General unsecured - Class G4 claims. Amount represents trade creditor debt outstanding as of the Commencement Date. Although not specifically shown, technically, this class would also include deficiency claims from Classes G1 and G2. W Unsecured debt - Class G5 claims. Amount represents claims under certain prepetition senior subordinated notes.
Best Interest Comparison Liquidation Recovery Chapter 11 Class Low High Recovery G1 (Misc Secured Claims) 28% 45% 100.00% G2 (Genesis Senior Lender Claims 17% 37% 78.89% G3 (Priority Claims) 0% 0% 100.00% G4 (Genesis General Unsecured Claims) 0% 0% 7.34% G5 (Genesis Sr Subordinated Note Claims) 0% 0% 7.34% G7 (Genesis Punitive Damage Claims) 0% 0% 0.00%
2. Multicare Debtors
Asset Realization Liquidation Values Notes Unaudited Ref Book Value Scenario I Scenario II Scenario I Scenario II ----- ---------- ---------- ----------- ---------- ----------- Statement of Assets ($000) Cash and equivalents A $ 19,070 100% 100% $ 19,070 $ 19,070 Accounts receivable, net B 104,581 46% 63% 48,107 65,886 Prepaid expenses and other current assets C 15,876 15% 29% 2,381 4,604 Proceeds from the sale of operating entities D N/A N/A 83,672 148,731 Property, plant and equipment, net E 559,963 0% 0% - -
94
Asset Realization Liquidation Values Notes Unaudited Ref Book Value Scenario I Scenario II Scenario I Scenario II ----- ---------- ---------- ----------- ---------- ----------- Other long-term assets F 62,052 N/A N/A 5,000 10,000 Goodwill and other intangibles, net G 335,147 0% 0% - - Avoidance & contingency claims H Unknown Unknown ---------- ---------- ---------- Total $1,096,689 14.4% 22.6% $ 158,230 $ 248,291 ========== ========== ========== CHAPTER 7 ADMINS - Section 503(b) Trustee & Receiver fees I 4,771 7,473 Counsel for Trustee J 2,386 3,737 Other professional fees K 8,252 8,252 Estimated liquidation costs L 12,658 19,863 ---------- ---------- TOTAL CHAPTER 7 ADMIN CLAIMS 28,067 39,325 ---------- ---------- Net Estimated Recovery - Chapter 7 Admin Claims 100% 100% Net Estimated Proceeds Available for Distribution $ 130,163 $ 208,966 SECURED CLAIMS DIP financing M - - - M1 miscellaneous mortgage claims N 27,854 28% 44% 7,693 12,351 M2 senior lender claims N 443,400 28% 44% 122,470 196,615 ---------- ---------- ---------- TOTAL SECURED CLAIMS 471,254 130,163 208,966 ---------- ---------- ---------- Net Estimated Proceeds available for distribution $ 0 $ 0 ADMINISTRATIVE CLAIMS Postpetition trade creditor claims O 23,755 0% 0% - - Accrued salaries, wages, and other compensation P 13,594 0% 0% - - ---------- ---------- ---------- TOTAL ADMINISTRATIVE CLAIMS 37,349 - - ---------- ---------- ---------- Balance available for distribution to priority creditors $ 0 $ 0 PRIORITY CLAIMS (M3) Accrued salaries, wages, and other compensation Q 50 0% 0% - - Taxes Q 5,570 0% 0% - - Other claims Q 405 0% 0% - - ---------- ---------- ---------- TOTAL PRIORITY CLAIMS 6,025 - - ---------- ---------- ---------- Balance available for distribution to general unsecured creditors $ 0 $ 0 GENERAL UNSECURED CLAIMS M4 General Unsecured Claims R 26,439 0% 0% M5 Unsecured Debt S 257,817 0% 0% - - ---------- ---------- ---------- TOTAL GENERAL UNSECURED CLAIMS 284,256 - - ---------- ---------- ----------
95 Notes to Multicare Liquidation Analysis GENERAL ASSUMPTIONS 1 This Liquidation Analysis was prepared in accordance with section 1129(a)(7)(A)(ii) of the Bankruptcy Code to determine that the Plan of Reorganization is in the best interest of each holder of a claim or interest. 2 The Liquidation Analysis is based upon a number of estimates and assumptions that, although developed and considered reasonable by Multicare's management, are inherently subject to significant economic, business, governmental regulation, competitive uncertainties, and contingencies beyond the control of Multicare or its management. The Liquidation Analysis is also based upon assumptions with regard to liquidation decisions that are subject to change. Accordingly, there can be no assurance that the values reflected in this Liquidation Analysis would be realized if Multicare were, in fact, to undergo such a liquidation and actual results could vary materially and adversely from those contained herein. 3 This analysis assumes the conversion of the current chapter 11 cases to chapter 7 cases with the liquidation of the company's assets being finalized over a six-month period. A chapter 7 trustee would be appointed to administer the estates. The chapter 7 trustee is independent and would be entitled to make all of his or her own decisions regarding the liquidation of the estates, the hiring of professionals, the pursuit of claims or litigation, the payment of or objection to claims, and the distribution of any ultimate dividends. The chapter 7 trustee would be compensated in accordance with section 326 of the Bankruptcy Code. 4 It is assumed that this Liquidation Analysis includes all assets of the parent company, including investments in subsidiaries not currently in bankruptcy. It is assumed that all operating assets would be disposed of through sale, liquidation, and/or termination as appropriate. 5 The Liquidation Analysis utilizes Multicare's unaudited financial statements as of December 31, 2000, and other figures estimated by management. 6 This analysis assumes that the majority of inpatient services assets will be sold as a going-concern over the six-month liquidation period. Multicare believes a six-month liquidation period is sufficient to allow for an orderly transfer of operations to acquirers. During this time, certain personnel would be retained as necessary to support the completion of the sale and liquidation process. 7 Management has assumed that those centers generating negative earnings will be either closed within the six month liquidation period or involuntarily placed into receivership by various state authorities as a result of Multicare's conversion to a chapter 7 case. 8 This Liquidation Analysis assumes that all assets of the Multicare Debtors will be liquidated during the six-month liquidation period. There can be no assurances made that all assets will be completely liquidated during this time period. 9 For purposes of this analysis, management has assumed a high and low range of liquidation scenarios entitled Scenario I and II. NOTES TO ASSET ACCOUNTS A Cash & equivalents. The Liquidation Analysis assumes no further cash would be generated during the chapter 7 case for distribution, except for net proceeds from the disposition of noncash assets. It is assumed that the available cash at the date of liquidation would be equal to the cash balance as of December 31, 2000. That cash would be fully available for distribution to creditors. 96 B Accounts receivable. Multicare will retain ownership of the accounts receivable for all entities. The trustee will bill and collect these receivables. For purposes of this analysis, management anticipates recovering between 46% and 63% of net accounts receivable. These percentages are based upon a review of the detailed aging balance for the various payors. Management has assessed the potential recoverability for these receivables based on payor-mix and the days outstanding for these receivables. Listed below are the recovery percentages applied: Medicare/Medicaid Managed Care/Private ----------------- -------------------- Scenario I Scenario II Scenario I Scenario II ---------- ----------- ---------- ----------- Current 80% 95% 75% 90% ------- 31 - 60 65% 85% 55% 75% ------- 61 - 90 55% 80% 45% 65% ------- 91 - 120 30% 60% 25% 55% -------- 121 - 365 15% 35% 10% 30% --------- Over 365 0% 0% 0% 0% -------- The estimate herein reflects management's estimate of the recoverable value of these trade receivables during the six-month liquidation period. C Prepaid expenses and other current assets. This asset account is comprised of the following assets: prepaid insurance, patient trust accounts, miscellaneous inventory, and miscellaneous receivables. For purposes of this analysis, management estimates that approximately $2.3 to $4.6 million will be recoverable under a liquidation scenario. D Proceeds from sale of going-concern operations. The proceeds from the distressed sale of going-concern operations is estimated to be in the range of $83 million to $148 million. The values estimated for those businesses sold are based upon various earnings multiples for distressed going-concern operations which management considers reasonable. The enterprise value for these entities was determined by applying these multiples to a normalized earnings for Multicare. The 2001 projected earnings (EBITDA) were adjusted to reflect the following: - current operations through January 31, 2001; - elimination of negative earnings for underperforming entities likely to be closed; - potential management fee savings upon termination with Multicare's relationship with Genesis; - loss of revenues from management contracts due to liquidation of Multicare A range of multiple of earnings was then applied to this "normalized EBITDA" to estimate enterprise value for these entities. The calculated enterprise value was then further reduced by the secured debt and current liabilities from nonbankrupt subsidiaries of Multicare. It is assumed that any secured debt and current liabilities of the nonbankrupt entities would be paid upon sale of the business units. E Property, plant & equipment. Property, plant, and equipment will be included in the sale of centers as a going concern and therefore no value is contained herein. F Other long-term assets. Other long term assets are comprised of deferred financing costs, deposits to a related company, investments in joint-ventures, and potential settlement with CMS. Management estimates to receive approximately $5 to $10 million from CMS. Other long term costs are estimated to have no liquidation recovery value. G Goodwill and other intangibles. Goodwill and other intangible assets are estimated to have no liquidation recovery value. 97 H Avoidance & contingency claims. The Multicare Debtors may have certain rights for avoidance actions and other contingency claims that may benefit the estates. It is unknown at this time the total benefit that these claims may generate for the estates if the Multicare Debtors were successful in litigating these matters. NOTES TO CHAPTER 7 ADMINISTRATIVE CLAIMS I Trustee & Receiver fees. Compensation for the chapter 7 trustee will be limited to fee guidelines in section 326 of the Bankruptcy Code. J Counsel for Trustee. Compensation for trustee's counsel is estimated at 50% of estimated trustee fees. K Professional fees. As of December 31, 2000, approximately $3.7 million in professional fees was outstanding. Management estimates that combined professional fees will be $1,000,000 per month for the first three months of the liquidation process. It is anticipated that professional fees would reduce to $500,000 per month for the subsequent three months. L Liquidation costs. For purposes of this analysis, liquidation costs are estimated as 8% of total liquidated proceeds. NOTES TO SECURED CLAIMS M DIP Financing. As of May 31, 2001, Multicare did not have an outstanding balance on its debtor in possession lending facility. N Secured claims. Amount of liability represented herein is based on proofs of claim filed by the various claimants. NOTES TO ADMINISTRATIVE CLAIMS O Postpetition trade creditor claims. Amount represents trade creditor debt incurred during the Multicare reorganization cases. Management has reduced the trade payable by $23 million for intercompany debt payable to Genesis related to certain deposits that have been made. Management does not anticipate paying this obligation upon liquidation. P Accrued salaries, wages and other compensation. Amount represents salaries, wages, and other compensation incurred postpetition. For purposes of this analysis, this amount is estimated as one-half of payroll and benefits expense for the month of December 2000. NOTES TO PRIORITY CLAIMS Q Priority claims. Amount represents management estimates for priority claims. NOTES TO GENERAL UNSECURED CLAIMS R Other unsecured creditor claims. This balance is exclusive of a $93 million intercompany claim filed by Genesis. S Unsecured Debt. Amount represents claims under certain prepetition senior subordinated notes. 98
Best Interest Comparison Liquidation Recovery Chapter 11 Class Low High Recovery M1 (Misc Secured Claims) 28% 44% 100.00% M2 (Multicare Senior Lender Claims 28% 44% 77.31% M3 (Priority Claims) 0% 0% 100.00% M4 (Multicare General Unsecured Claims) 0% 0% 7.34% M5 (Multicare Sr Sub Note Claims) 0% 0% 7.34% M7 (Multicare Punitive Damage Claims) 0% 0% 0.00%
E. Feasibility The Bankruptcy Code requires that a debtor demonstrate that confirmation of a plan is not likely to be followed by liquidation or the need for further financial reorganization. For purposes of determining whether the Plan meets this requirement, the Debtors have analyzed their ability to meet their obligations under the Plan. As part of this analysis, the Debtors have prepared projections contained in section IV, above. Based upon such projections, the Debtors believe that they will be able to make all payments required pursuant to the Plan and, therefore, that confirmation of the Plan is not likely to be followed by liquidation or the need for further reorganization. F. Section 1129(b) The Bankruptcy Court may confirm a plan of reorganization over the rejection or deemed rejection of the plan of reorganization by a class of claims or equity interests if the plan of reorganization "does not discriminate unfairly" and is "fair and equitable" with respect to such class. 1. No Unfair Discrimination This test applies to classes of claims or equity interests that are of equal priority and are receiving different treatment under the Plan of Reorganization. The test does not require that the treatment be the same or equivalent, but that such treatment be "fair." 2. Fair and Equitable Test This test applies to classes of different priority and status (e.g., secured versus unsecured) and includes the general requirement that no class of claims receive more than 100% of the allowed amount of the claims in such class. As to the dissenting class, the test sets different standards, depending on the type of claims or interests in such class: o Secured Creditors. Each holder of an impaired secured claim either (i) retains its liens on the property, to the extent of the allowed amount of its secured claim and receives deferred cash payments having a value, as of the effective date, of at least the allowed amount of such claim, or (ii) has the right to credit bid the amount of its claim if its property is sold and retains its 99 liens on the proceeds of the sale (or if sold, on the proceeds thereof) or (iii) receives the "indubitable equivalent" of its allowed secured claim. o Unsecured Creditors. Either (i) each holder of an impaired unsecured creditor receives or retains under the plan property of a value equal to the amount of its allowed claim, or (ii) the holders of claims and interests that are junior to the claims of the dissenting class will not receive any property under the plan. o Equity Interests. Either (i) each equity interest holder will receive or retain under the plan property of a value equal to the greater of (a) the fixed liquidation preference or redemption price, if any, of such stock and (b) the value of the stock, or (ii) the holders of interests that are junior to the equity interests of the dissenting class will not receive or retain any property under the plan of reorganization. These requirement are in addition to other requirements established by case law interpreting the statutory requirement. The Debtors believe the Plan of Reorganization will satisfy the "fair and equitable" requirement notwithstanding that Classes G7 (Genesis Punitive Damage Claims), G8 (Genesis Series G Preferred Stock Interests), G9 (Genesis Series H Preferred Stock Interests), G10 (Genesis Series I Preferred Stock Interests), G11 (Genesis Common Stock Interests), M7 (Multicare Punitive Damage Claims), and M8 (Multicare Common Stock Interests) are deemed to reject the Plan of Reorganization because no class that is junior to such classes will receive or retain any property on account of the claims or equity interests in such class. The Genesis Senior Subordinated Note Claims (Class G5) are unsecured claims that are contractually subordinated to the Genesis Senior Lender Claims (Class G2). Pursuant to the terms of the respective indentures under which these senior subordinated notes were issued, holders of these senior subordinated notes are not entitled to receive a distribution unless the Genesis Senior Lender Claims are paid in full. The Plan of Reorganization does not give effect to these subordination provisions as to the Genesis Senior Subordinated Note Claims. The distribution provided to the holders of claims in Class G5 (Genesis Senior Subordinated Note Claims) under the Plan of Reorganization represents a negotiated settlement between the unsecured creditors' committee in the Genesis reorganization cases on behalf of the holders of claims in Class G5 and the holders of the Genesis Senior Lender Claims. Accordingly, the distributions to the holders of the Genesis Senior Subordinated Note Claims shall not be subject to levy, garnishment, attachment, or other legal process by any senior holder of indebtedness by reason of claimed contractual subordination rights. On the Effective Date, all holders of claims against the Genesis Debtors shall be deemed to have waived any and all contractual subordination rights which they may have with respect to such distribution, and the Confirmation Order shall permanently enjoin, effective as of the Effective Date, all holders of senior indebtedness from enforcing or attempting to enforce any such rights with respect to the distributions under the Plan of Reorganization to the holders of the Genesis Senior Subordinated Note Claims. The Multicare Senior Subordinated Note Claims (Class M5) are unsecured claims that are contractually subordinated to the Multicare Senior Lender Claims (Class M2). Pursuant to the terms of the indenture under which these senior subordinated notes were issued, holders of these senior subordinated notes are not entitled to receive a distribution unless the Multicare Senior Lender Claims are paid in full. The Plan of Reorganization does not give effect 100 to these subordination provisions as to the Multicare Senior Subordinated Note Claims. The distribution provided to the holders of claims in Class M5 (Multicare Senior Subordinated Note Claims) under the Plan of Reorganization represents a negotiated settlement between the unsecured creditors' committee in the Multicare reorganization cases on behalf of the holders of claims in Class M5 and the holders of the Multicare Senior Lender Claims. Accordingly, the distributions to the holders of the Multicare Senior Subordinated Note Claims shall not be subject to levy, garnishment, attachment, or other legal process by any senior holder of indebtedness by reason of claimed contractual subordination rights. On the Effective Date, all holders of claims against the Multicare Debtors shall be deemed to have waived any and all contractual subordination rights which they may have with respect to such distribution, and the Confirmation Order shall permanently enjoin, effective as of the Effective Date, all holders of senior indebtedness from enforcing or attempting to enforce any such rights with respect to the distributions under the Plan of Reorganization to the holders of the Multicare Senior Subordinated Note Claims. Because several classes of claims are not being paid in full, the existing equity interests in the Debtors are being extinguished. XI. Alternatives to Confirmation and Consummation of the Plan of Reorganization A. Liquidation Under Chapter 7 If no chapter 11 plan can be confirmed, the chapter 11 cases may be converted to cases under chapter 7 of the Bankruptcy Code in which a trustee would be elected or appointed to liquidate the assets of the Debtors for distribution in accordance with the priorities established by the Bankruptcy Code. A discussion of the effect that a chapter 7 liquidation would have on the recoveries of holders of claims is set forth in sections X.C and X.D, above. The Debtors believe that liquidation under chapter 7 would result in smaller distributions being made to creditors than those provided for in the Plan of Reorganization because of (i) the likelihood that other assets of the Debtors would have to be sold or otherwise disposed of in a less orderly fashion, (ii) additional administrative expenses attendant to the appointment of a trustee and the trustee's employment of attorneys and other professionals, and (iii) additional expenses and claims, some of which would be entitled to priority, which would be generated during the liquidation and from the rejection of leases and other executory contracts in connection with a cessation of the Debtors' operations. In a chapter 7 liquidation, the Debtors believe that there would be no distribution to holders of claims in Classes G4 (other than insured claims to the extent of such insurance) through G11 and Classes M4 (other than insured claims to the extent of such insurance) through M8. 101 B. Alternative Plan of Reorganization If the Plan of Reorganization is not confirmed, the Debtors or any other party in interest (if the Debtors' exclusive period in which to file a plan of reorganization has expired) could attempt to formulate a different plan of reorganization. Such a plan might involve either a reorganization and continuation of the Debtors' business or an orderly liquidation of the Debtors' assets under chapter 11. The Debtors have concluded that the Plan of Reorganization enables creditors and equity holders to realize the most value under the circumstances. In a liquidation under chapter 11, the Debtors would still incur the expenses associated with closing or transferring to new operators numerous facilities. The process would be carried out in a more orderly fashion over a greater period of time. Further, if a trustee were not appointed, because such appointment is not required in a chapter 11 case, the expenses for professional fees would most likely be lower than those incurred in a chapter 7 case. Although preferable to a chapter 7 liquidation, the Debtors believe that liquidation under chapter 11 is a much less attractive alternative to creditors and equity holders than the Plan of Reorganization because of the greater return provided by the Plan of Reorganization. XII. Certain Federal Income Tax Consequences of the Plan of Reorganization The following discussion summarizes certain federal income tax consequences of the implementation of the Plan to the Debtors and certain holders of claims. The following summary does not address the federal income tax consequences to (i) holders whose claims are entitled to reinstatement or payment in full in cash, or are otherwise unimpaired under the Plan (e.g., holders of certain Genesis Other Secured Claims, Genesis Priority Non-Tax Claims, Multicare Priority Non-Tax Claims, and certain Multicare Other Secured Claims) and (ii) holders of equity interests or claims which are extinguished without a distribution in exchange therefor (e.g., holders of Genesis Punitive Damage Claims and Multicare Punitive Damage Claims). The following summary is based on the Internal Revenue Code of 1986, as amended (the "Tax Code"), Treasury Regulations promulgated thereunder, judicial decisions, and published administrative rules and pronouncements of the Internal Revenue Service ("IRS") as in effect on the date hereof. Changes in such rules or new interpretations thereof may have retroactive effect and could significantly affect the federal income tax consequences described below. The federal income tax consequences of the Plan are complex and are subject to significant uncertainties. The Debtors have not requested a ruling from the IRS or an opinion of counsel with respect to any of the tax aspects of the Plan. Thus, no assurance can be given as to the interpretation that the IRS will adopt. In addition, this summary does not address foreign, state, or local tax consequences of the Plan, nor does it purport to address the federal income tax consequences of the Plan to special classes of taxpayers (such as foreign taxpayers, broker-dealers, mutual funds, insurance companies, financial institutions, small business investment companies, regulated investment companies, tax-exempt organizations, and investors in pass-through entities). This discussion assumes that the various debt and other arrangements to which the Debtors are currently a party and any consideration issued to the Debtors under the Plan of Reorganization will be respected for federal income tax purposes in accordance with their form. 102 Accordingly, the following summary of certain federal income tax consequences is for informational purposes only and is not a substitute for careful tax planning and advice based upon the individual circumstances pertaining to a holder of a claim. All holders of claims are urged to consult their own tax advisors for the federal, state, local, and other tax consequences to them of the implementation of the Plan. A. Consequences to the Debtors The Genesis Debtors, on the one hand (the "Genesis Group"), and the Multicare Debtors, on the other hand (the "Multicare Group"), each file a separate consolidated federal income tax return, excluding those Debtors that are treated as partnerships for federal income tax purposes. Genesis estimates that, for federal income tax purposes, the Genesis Group will have consolidated net operating losses ("NOLs") and/or NOL carryforwards and consolidated capital loss carryforwards of roughly $300 million and $740 million, respectively, through the Effective Date of the Plan, which is anticipated to occur on or about September 30, 2001. Of this amount, only a minor portion of the NOL carryforwards, but all of the capital loss carryforwards, was incurred by Genesis. Multicare estimates that, for federal income tax purposes, the Multicare Group will have consolidated NOLs and/or NOL carryforwards of roughly $60 million through the Effective Date of the Plan (of which only a minor portion was incurred by Multicare). The amount of such losses of the Genesis Group and the Multicare Group may be adjusted during the course of the preparation of the actual tax returns and remain subject to examination by the IRS. Moreover, at or about the end of 1999, the Genesis Group and the Multicare Group each underwent an "ownership change" within the meaning of Section 382 of the Tax Code. As a result, approximately $110 million of NOL carryforwards and a substantial portion of the capital loss carryforwards of the Genesis Group, and only approximately $1 million of NOL carryforwards of the Multicare Group, cannot be used to offset future taxable income to any significant extent. However, such loss carryforwards remain an available tax attribute for purposes of the cancellation of debt ("COD") rules discussed below. The Genesis Group and the Multicare Group each has a substantial tax basis in its assets. Both Genesis and Multicare believe that the aggregate tax basis of the business assets (including goodwill) of the Genesis Group and the Multicare Group, respectively, approximates the fair market value of such assets. As discussed below, the current year losses and loss carryforwards of the Genesis Group and the Multicare Group may be substantially reduced or eliminated, or subject to additional limitations upon implementation of the Plan. In addition, certain other tax benefits (such as the tax basis of Genesis and Multicare in the stock of certain subsidiaries) may be reduced, or subject to limitation, upon implementation of the Plan. 1. Cancellation of Debt In general, the discharge of a debt obligation by a debtor for an amount less than the remaining balance of the debt obligation (as determined for federal income tax purposes) gives rise to COD income which must be included in the debtor's income, subject to certain statutory or judicial exceptions that can apply to limit the amount of COD income in a title 11 bankruptcy case (such as where the payment of the cancelled debt would have given rise to a tax 103 deduction). A statutory exception applies to corporate and certain other debtors if the discharge is granted in a title 11 bankruptcy case or pursuant to a plan approved by a bankruptcy court. In general, for debtors in bankruptcy, no portion of the COD is includable in income; however, the debtor must still reduce certain of its tax attributes -- such as NOL carryforwards, current year NOLs, capital loss carryforwards, current year capital losses, tax credits, and tax basis in assets -- by the amount of any COD. To the extent the amount of COD exceeds the tax attributes available for reduction, the remaining excludable COD income is simply forgiven. It is unclear whether the reduction in tax attributes will occur on a separate company basis, even though the Debtors file consolidated federal income tax returns with the other members of their respective groups. The Debtors are aware that the IRS has, in certain cases, asserted that such reduction generally should occur on a consolidated basis. Any reduction in tax attributes does not effectively occur until the first day of the taxable year following the year the COD occurs. If advantageous, a debtor could elect to reduce the basis of depreciable property prior to any reduction in their loss carryforwards. In the case of a partnership (or a limited liability company treated as a partnership for federal income tax purposes), the above bankruptcy exception to COD income applies at the partner level, rather than the partnership level, and is determined by the financial status of the partner. Thus, a corporate partner that is itself in bankruptcy should be able to apply the above bankruptcy exception to its allocable share of the COD income of the partnership. As a result of the discharge of claims pursuant to the Plan, the Debtors will incur COD, resulting in a reduction of their respective current year NOLs, loss carryforwards, and, possibly, the tax basis in their respective assets, effective as of the beginning of the taxable year following the taxable year in which the Effective Date occurs. The extent of such COD and resulting tax attribute reduction will depend, in part, on the fair market value of the New Common Stock, New Convertible Preferred Stock, New Warrants, New Senior Notes, and cash distributed and the dollar amount of claims ultimately allowed. Based on the estimated enterprise value of Reorganized Genesis (see section IV, above), it is anticipated that the Genesis Debtors will incur approximately $800 million of COD (almost all of which is attributable to debt of Genesis), and that the Multicare Debtors will incur approximately $375 million of COD (almost all of which is attributable to debt of Multicare). Due to the magnitude of the loss carryforwards of the Multicare Group and the Genesis Group and the fact that substantially all of the COD is attributable to debt of Genesis and Multicare, both of which are holding companies with little or no operating assets, it is not anticipated that the Debtors' tax basis in depreciable or amortizable assets will be significantly reduced, if at all. Accordingly, for purposes of calculating the financial projections of Reorganized Genesis (see section IV, above), it has been assumed that no consolidated NOLs or NOL carryforwards of the Genesis Group or the Multicare Group will survive the reorganization and that any reduction in the tax basis in depreciable or amortizable assets of the Debtors would be insignificant. 2. Limitations on Loss Carryforwards and Other Tax Benefits Following the implementation of the Plan, any NOLs and capital losses (and carryforwards thereof) and certain other tax attributes of the corporate Debtors allocable to the period prior to the Effective Date of the Plan will be subject to the limitations imposed by Section 382 of the Tax Code. Under Section 382, if a corporation undergoes an "ownership change," the amount of its pre-change losses that may be utilized to offset future taxable income is, in general, 104 subject to an annual limitation. Such limitation also may apply to certain losses or deductions that are "built-in" (i.e., economically accrued but unrecognized) as of the date of the ownership change that are subsequently recognized. The Debtors anticipate that an ownership change of the Genesis Group and the Multicare Group will occur upon implementation of the Plan. a. General Section 382 Limitation. The amount of the annual limitation to which a loss corporation may be subject (i) depends, in part, on whether the corporation is in bankruptcy and the ownership change occurs pursuant to a plan of reorganization confirmed by the bankruptcy court, and (ii) within the context of an affiliated group of corporations that file a consolidated federal income tax return, generally applies on a consolidated basis. As discussed below, a corporation in bankruptcy may also be able to avoid any annual limitation. In general, the amount of the annual limitation to which a corporation (or consolidated group) would be subject would be equal to the product of (i) the fair market value of the stock of the corporation (or, in the case of a consolidated group, the common parent) immediately before the ownership change (with certain adjustments) multiplied by (ii) the "long-term tax-exempt rate" in effect for the month in which the ownership change occurs (5.01% for ownership changes occurring in July 2001). For a corporation in bankruptcy and, presumably, where, as in the case of the Genesis Group and the Multicare Group, the common parent is in bankruptcy and undergoes the ownership change pursuant to a confirmed plan, the stock value generally is determined immediately after (rather than before) the ownership change, and some of the adjustments that ordinarily would apply do not apply. For example, the annual limitation applicable to a corporation not in bankruptcy generally would be determined after reduction of its stock value for any capital infusions within the two year period ending on the date of the ownership change, whereas the stock value of Genesis and Multicare for purposes of computing the annual limitation generally would not. However, regardless of whether the ownership change occurs pursuant to a confirmed plan, certain "anti-duplication" rules apply. These rules principally are intended to prevent the value of a nonconsolidated, more than 50% owned subsidiary from being taken into account both in the determination of such subsidiary's own annual limitation and, as a result of being an asset of the controlling corporation, indirectly in the determination of the annual limitation of the controlling corporation (or group). Similar rules or principles can apply within a consolidated group in those cases where the consolidated return regulations continue to require separate company (or subgroup) annual limitations. As a result, the stock value of Reorganized Genesis attributable to its ownership of Reorganized Multicare will not be able to be taken into account in determining the annual limitation applicable to the Genesis Group to the extent that the value of Reorganized Multicare is taken into account in determining the annual limitation applicable to the Multicare Group (and possibly will only be useable by Genesis if an affirmative election is made by Multicare permitting it to do so). Any unused limitation may be carried forward, thereby increasing the annual limitation in the subsequent taxable year. However, if the corporation (or consolidated group) does not continue its historic business or use a significant portion of its assets in a new business for two years after the ownership change, the annual limitation resulting from the ownership change is zero. b. Built-In Gains and Losses. If a loss corporation (or consolidated group) has a net unrealized built-in gain at the time of an ownership change (determined taking into account most assets and all items of "built-in" income and deductions), any built-in gains recognized during the following five years (up to the amount of the original net built-in gain) 105 generally will increase the annual limitation in the year recognized, such that the loss corporation (or consolidated group) would be permitted to use its pre-change losses against such built-in gain income in addition to its regular annual allowance. On the other hand, if the loss corporation (or consolidated group) has a net unrealized built-in loss at the time of an ownership change, then any built-in losses recognized during the following five years (up to the amount of the original net built-in loss) generally will be treated as a pre-change loss and will be subject to the annual limitation in the same fashion as a pre-change NOL carryforward. In addition, although this net built-in loss rule generally applies to consolidated groups on a consolidated basis, any corporation that joins the consolidated group within the preceding five years may have to be excluded from the group computation and tested for a net built-in loss on a separate company basis. Accordingly, even though a consolidated group of corporations may not have a net unrealized built-in loss on an overall group basis, the group may have a net unrealized built-in loss if certain members of the group are required to be excluded. Additionally, if the excluded member has a net built-in loss when tested on a separate company basis, any subsequently recognized built-in losses of such corporation may be subject to a more restrictive annual limitation based on the separate value of such member. A loss corporation's (or consolidated group's) net unrealized built-in gain or loss generally will be deemed to be zero unless it is greater than the lesser of (i) $10 million or (ii) 15% of the fair market value of its gross assets (with certain adjustments) immediately before the ownership change. It is currently unclear whether the Genesis Group or the Multicare Group will be in a net unrealized built-in loss position and/or a net unrealized built-in gain position as of the Effective Date. However, neither Genesis nor Multicare believes that deductibility of future depreciation or amortization deductions of the Genesis Debtors or the Multicare Debtors, respectively, would be significantly impaired, even if the Genesis or Multicare Group (as the case may be) were determined to be in a net unrealized built-in loss position. c. Special Bankruptcy Exception. An exception to the general annual limitation (including the described built-in gain and loss rules) applies where the stockholders and/or qualified creditors of the debtor retain or receive (other than for new value) at least 50% of the vote and value of the stock of the reorganized debtor pursuant to a confirmed bankruptcy plan. Under this exception, a debtor's pre-change losses are not limited on an annual basis, but are required to be reduced by the amount of any interest deductions claimed during the three taxable years preceding the date of the reorganization, and during the part of the taxable year prior to and including the reorganization, in respect of the debt converted into stock in the reorganization. Moreover, if this exception applies, any further ownership change of the debtor within a two-year period will preclude the debtor's utilization of any pre-change losses at the time of the subsequent ownership change against future taxable income. Because the creditors of the Multicare Debtors (even though partially overlapping with those of the Genesis Debtors) will not receive 50% or more of the stock of Reorganized Genesis in exchange for their claims against the Multicare Debtors, this exception will not apply to the Multicare Group. It is possible, however, that the receipt of New Common Stock by the holders of Genesis Senior Lender Claims solely in exchange for such interests would qualify for this exception with respect to the Genesis Group. Even if the Genesis Group so qualifies, Genesis may, if it so desires, elect not to have the exception apply and instead remain subject to the annual limitation and built-in gain and loss rules described above. Such election 106 would have to be made in the Genesis Group's federal income tax return for the taxable year in which the reorganization occurs. The statute does not address whether this exception can be applied on a consolidated basis or only on a separate company basis. Accordingly, it is possible that only any pre-change losses attributable to Genesis itself (rather than to the other members of the Genesis Group)--all of which would likely be eliminated in any event due to the attribute reduction resulting from the COD under the Plan--may be able to benefit from this exception. If the exception were applicable only to Genesis itself, it appears that the pre-change losses attributable to the other members of the Genesis Group would be subject to the annual limitation rules described above determined as if Genesis had not qualified for this exception. 3. Alternative Minimum Tax In general, an alternative minimum tax ("AMT") is imposed on a corporation's "alternative minimum taxable income" ("AMTI") at a 20% rate to the extent such tax exceeds the corporation's regular federal income tax for the year. AMTI is generally equal to regular taxable income with certain adjustments. For purposes of computing AMTI, certain tax deductions and other beneficial allowances are modified or eliminated. In particular, even though a corporation otherwise might be able to offset all of its taxable income for regular tax purposes by available NOL carryforwards, a corporation (or consolidated group) is entitled to offset no more than 90% of its AMTI with NOLs (as recomputed for AMT purposes). In addition, if a corporation (or consolidated group) undergoes an "ownership change" within the meaning of Section 382 and is in a net unrealized built-in loss position on the date of the ownership change, the corporation's (or group's) aggregate tax basis in its assets would be reduced for certain AMT purposes to reflect the fair market value of such assets as of the change date. The application of this provision is unaffected by whether the special bankruptcy exception to the annual limitation (and built-in gain and loss) rules of Section 382 applies. Any AMT that the corporation pays generally will be allowed as a nonrefundable credit against its regular federal income tax liability in future taxable years when the corporation is no longer subject to AMT. 4. Issuance of the New Senior Notes It is possible, although not anticipated, that the New Senior Notes will be issued at original issue discount ("OID"). See section XII.B.11, below. Any such OID generally would be amortizable by Genesis utilizing the constant interest method, and deductible as interest, unless the New Senior Notes are treated as applicable high-yield discount obligations ("AHYDO") within the meaning of Section 163(e)(5) of the Tax Code. The New Senior Notes would be treated as AHYDOs if, among other requirements, their yield to maturity is at least five percentage points over the applicable federal rate in effect for the calendar month in which such notes are issued (approximately 5.01% compounded annually for the month of June 2001) and the notes have significant OID (in general, where there is unamortized OID as of the end of the fifth year after issuance that exceeds the amount of one year's interest, both actual and imputed). If the New Senior Notes are treated as AHYDOs, a portion of the accrued discount attributable to the "disqualified portion," if any, of the interest deduction otherwise allowable as OID would be disallowed, and the balance of such deduction would be deferred until 107 actually paid in cash. The "disqualified portion" of any interest deduction otherwise allowable as OID on an AHYDO is that portion, if any, of the total OID multiplied by a fraction, the numerator of which is equal to the "disqualified yield" (i.e., the excess of the yield to maturity of the notes over the sum of the applicable federal rate for the calendar month in which the notes are issued plus six percentage points) and the denominator of which is equal to the total yield to maturity of the notes. B. Consequences to Holders of Certain Claims Pursuant to, and in accordance with, the Plan, holders of allowed claims in Class G2 (Genesis Senior Lender Claims) and holders of allowed claims in Class M2 (Multicare Senior Lender Claims) will be entitled to receive in satisfaction of their claims cash, New Senior Notes, New Common Stock, and New Convertible Preferred Stock. Holders of allowed claims in Class G4 (Genesis General Unsecured Claims), except to the extent such a claim constitutes an Insured Claim, and holders of allowed claims in Class G5 (Genesis Senior Subordinated Note Claims) will receive in satisfaction of their Claims New Common Stock and New Warrants. Holders of allowed claims in Class M4 (Multicare General Unsecured Claims), except to the extent such a claim constitutes an Insured Claim, will receive in satisfaction of their claims New Common Stock, and holders of allowed claims in Class M5 (Multicare Senior Subordinated Note Claims) will receive in satisfaction of their claims New Common Stock and New Warrants. The federal income tax consequences of the Plan to holders of allowed claims against Genesis depend, in part, on whether such claims, and in the case of Genesis Senior Lender Claims, whether the New Senior Notes, constitute "securities" for federal income tax purposes. The term "security" is not defined in the Tax Code or in the regulations issued thereunder and has not been clearly defined by judicial decisions. The determination of whether a particular debt constitutes a "security" depends on an overall evaluation of the nature of the debt. One of the most significant factors considered in determining whether a particular debt is a security is its original term. In general, debt obligations issued with a weighted average maturity at issuance of five years or less (e.g., trade debt and revolving credit obligations) do not constitute securities, whereas debt obligations with a weighted average maturity at issuance of ten years or more constitute securities. For purposes of the following discussion it has been assumed that Genesis Senior Subordinated Note Claims constitute "securities." Each holder of a Genesis Senior Lender Claim, Genesis General Unsecured Claim, and Genesis Senior Subordinated Note Claim is urged to consult its tax advisor regarding the status of its claim, or any portion thereof, as a "security." The following discussion does not necessarily apply to holders who have claims in more than one class relating to the same underlying obligation (such as where the underlying obligation is classified as partially secured and partially unsecured). Such holders should consult their tax advisor regarding the effect of such dual status obligations on the federal income tax consequences of the Plan to them. 1. Consequences to All Holders (Including Holders Whose Claims Are Against Any of the Multicare Debtors) Who Receive Cash, New Senior Notes, New Convertible Preferred Stock, New Common Stock, or New Warrants, Other Than Holders of Claims Against Genesis That Constitute "Securities" In general, holders of claims who receive Cash, New Senior Notes, New Common Stock, New Convertible Preferred Stock, and/or New Warrants (other than holders of claims against Genesis that constitute "securities") will recognize gain or loss in an amount equal 108 to the difference between (i) the "amount realized" by the holder in satisfaction of its claim (other than any claim for accrued but unpaid interest) and (ii) the holder's adjusted tax basis in its claim (other than any claim for accrued but unpaid interest). For a discussion of the tax consequences of any claims for accrued interest, see section XII.B.4, below. For these purposes, the "amount realized" by a holder will equal the sum of the aggregate of (i) cash, (ii) the "issue price" of any New Senior Notes (see section XII.B.11, below), (iii) the fair market value of any New Convertible Preferred Stock, (iv) the fair market value of any New Common Stock, and (iv) the fair market value of any New Warrants received by the holder (less any portion of such distribution required to be treated as imputed interest as a result of any such distribution being made after the Effective Date). Due to the possibility that a holder of a Genesis General Unsecured Claim and Multicare General Unsecured Claim may receive a distribution of New Common Stock and/or New Warrants subsequent to the Effective Date in respect of any subsequently disallowed disputed claims, the imputed interest provisions of the Tax Code may apply to treat a portion of the distribution to such holders as imputed interest. Such imputed interest may (with respect to certain holders) accrue over time using the constant interest method, in which event the holder may be required to include such imputed interest in income prior to the actual distribution. In addition, because distributions of New Common Stock and/or New Warrants to such holders may be made after the Effective Date, any loss, and a portion of any gain, realized by a holder in satisfaction of its claim may be deferred until all such subsequent distributions are made. Such holders are urged to consult their tax advisors regarding the possible application of (or ability to elect out of) the "installment method" of reporting any gain that may be recognized by such holder in respect of its claim. Where gain or loss is recognized by a holder, the character of such gain or loss as long-term or short-term capital gain or loss or as ordinary income or loss will be determined by a number of factors, including the tax status of the holder, whether the claim constitutes a capital asset in the hands of the holder and how long it has been held, whether the claim was acquired at a market discount, and whether and to what extent the holder had previously claimed a bad debt deduction. A holder's aggregate tax basis in any New Convertible Preferred Stock, New Common Stock, and any New Warrants received will equal the fair market value of such preferred stock, common stock, and warrants. A holder's tax basis in any New Senior Notes received will equal the "issue price" of such notes. The holding period for any New Convertible Preferred Stock, New Common Stock, New Senior Notes, and New Warrants generally will begin the day following the issuance of such preferred stock, common stock, notes, or warrants. Notwithstanding the foregoing, it is possible the IRS may attempt to treat the receipt of New Common Stock, New Convertible Preferred Stock, New Senior Notes, and/or New Warrants in satisfaction of claims against Multicare or any subsidiary of Genesis as part of a non-recognition transaction. So treated, such a holder would not be permitted to recognize any loss, but to the extent that the holder receives New Senior Notes, New Warrants, and possibly New Convertible Preferred Stock, such holder would still be required to recognize a portion of its gain. In the case of a holder that does not recognize loss, the holder's tax basis in its New Common Stock would reflect the unrecognized loss. In addition, the holder's holding period in the New Common Stock would, in whole or in part, include its holding period in its claim. However, Genesis believes, and the discussion herein assumes, that the satisfaction of claims 109 described in this paragraph should be treated as a fully taxable transaction, in which both gain and loss may be recognized. For a discussion of the tax treatment of New Warrants, New Common Stock, New Convertible Preferred Stock, and New Senior Notes, see sections XII.B.5, XII.B.6, XII.B.7, XII.B.8, XII.B.9, XII.B.10, XII.B.11, below. 2. Consequences to Holders of Genesis Senior Subordinated Note Claims and Genesis General Unsecured Claims That Constitute "Securities" The receipt of New Common Stock and New Warrants in satisfaction of a Genesis Senior Subordinated Note Claim or a Genesis General Unsecured Claim against Genesis that constitutes a "security" will be a "recapitalization" for federal income tax purposes. Accordingly, in general, the holder of such a claim will not recognize loss upon such exchange, but will recognize gain (computed as described in the preceding section), if any, to the extent of any consideration received other than the New Common Stock and New Warrants (such as proceeds from insurance), excluding the portion of any consideration allocable to a claim for accrued but unpaid interest or required to be treated as imputed interest due to the distribution of such consideration after the Effective Date. The character and timing of such gain would also be determined in accordance with the principles discussed in the preceding section. For a discussion of the tax consequences of any claims for accrued interest, see section XII.B.4, below. In the case of a recapitalization, a holder's aggregate tax basis in any New Common Stock and New Warrants received in satisfaction of its claim will equal the holder's aggregate adjusted tax basis in its claim (including any claim for accrued but unpaid interest) increased by any gain or interest income recognized in respect of its claim and decreased by any consideration received other than New Common Stock and New Warrants and any deductions claimed in respect of any previously accrued interest. Such tax basis would be allocated between the New Common Stock and the New Warrants based on relative fair market value. In general, the holder's holding period for the New Common Stock and the New Warrants received will include the holder's holding period for the claim except to the extent that the New Common Stock and the New Warrants were issued in respect of a claim for accrued but unpaid interest or treated as imputed interest. For a discussion of the tax treatment of New Warrants, see sections XII.B.5 and XII.B.10, below. 3. Consequences to Holders of Genesis Senior Lender Claims That Constitute "Securities" The receipt of New Common Stock or New Convertible Preferred Stock, and the receipt of New Senior Notes if such notes constitute "securities," in partial satisfaction of a Genesis Senior Lender Claim (to the extent such claim constitutes a "security") will be a "recapitalization" for federal income tax purposes. Accordingly, in general, the holder of such claim will not recognize loss upon such exchange with respect to the portion of its claim constituting a "security," but will recognize gain (computed as described above in the case of non-securities), if any, to the extent of any consideration received other than stock or securities (such as cash and the New Senior Notes if such notes do not constitute "securities"), excluding the portion of any consideration allocable to a claim for accrued but unpaid interest. The character and timing of such gain would also be determined in accordance with the principles 110 discussed above with respect to claims that are not securities. See section XII.B.1, above. For a discussion of the tax consequences of any claims for accrued interest, see section XII.B.4, below. If the New Senior Notes do not constitute "securities," the holder's aggregate tax basis in any New Common Stock and New Convertible Preferred Stock received in satisfaction of the portion of its claim constituting a "security" will equal the holder's aggregate tax basis in such portion (including any claim for accrued but unpaid interest), increased by any gain or interest income recognized in respect of such portion and decreased by any consideration received other than stock or securities (such as any cash or New Senior Notes received) and any deductions claimed in respect of any previously accrued interest. Such basis would be allocated between the New Common Stock and the New Convertible Preferred Stock based on relative fair market value. In general, the holder's holding period for any New Common Stock and the New Convertible Preferred Stock received will include the holder's holding period for the claim, except to the extent that the New Common Stock or New Convertible Preferred Stock was issued in respect of a claim for accrued but unpaid interest. A holder's tax basis in any New Senior Notes received would equal the "issue price" of such notes, and the holding period for any New Senior Notes generally would begin the day following the issuance of such notes. If the New Senior Notes do constitute "securities," a holder will have an aggregate tax basis in any New Common Stock, New Convertible Preferred Stock, and New Senior Notes received in satisfaction of the portion of its claim constituting a "security" equal to the holder's adjusted tax basis in such portion (including any claim for accrued but unpaid interest) increased by any gain or interest income recognized in respect of such portion and decreased by any consideration received other than stock or securities (such as any cash received) and any deductions claimed in respect of any previously accrued interest. Such tax basis would then be allocated between the New Common Stock, New Convertible Preferred Stock, and New Senior Notes based on relative fair market value. A holder's holding period for any New Common Stock, New Convertible Preferred Stock, and New Senior Notes in this instance will include that holder's holding period for the claim, except to the extent that the New Common Stock, New Convertible Preferred Stock, or New Senior Notes were issued in respect of a claim for accrued but unpaid interest. 4. Distributions in Discharge of Accrued Interest Pursuant to the Plan, all distributions in respect of an allowed claim will be allocated first to the principal amount of the claim, with any excess allocated to the remaining portion of the claim. However, there is no assurance that such allocation would be respected by the IRS for federal income tax purposes. In general, to the extent that any amount received (whether stock, cash, or other property) by a holder of a debt is received in satisfaction of accrued interest during its holding period, such amount will be taxable to the holder as interest income (if not previously included in the holder's gross income). Conversely, a holder generally recognizes a deductible loss to the extent any accrued interest claimed was previously included in its gross income and is not paid in full. Each holder of a claim is urged to consult its tax advisor regarding the allocation of consideration and the deductibility of unpaid interest for tax purposes. 5. Market Discount A holder which purchased its claim from a prior holder at a market discount may be subject to the market discount rules of the Tax Code. Under those rules, assuming that the holder has made no election to amortize the market discount into income on a current basis with respect to any market discount instrument, any gain recognized on the exchange of its claim 111 (subject to a de minimis rule) generally would be characterized as ordinary income to the extent of the accrued market discount on such claim as of the date of the exchange. To the extent that a holder's claim constitutes a "security" and is exchanged in a "recapitalization" for federal income tax purposes, the Treasury Department is expected to promulgate regulations that will provide that any accrued "market discount" not treated as ordinary income upon such exchange would carry over to the nonrecognition property received in the exchange. If such regulations are promulgated and applicable to the Plan (and arguably even without issuance of regulations), any holder of a claim that is exchanged in a "recapitalization" would carry over any accrued market discount incurred in respect of such claim, on an allocable basis, to any New Common Stock, New Convertible Preferred Stock, New Senior Notes (if such notes constitute "securities"), and/or New Warrants received, such that any gain recognized by the holder upon a subsequent disposition of such New Common Stock, New Convertible Preferred Stock, New Senior Notes, or New Warrants would be treated as ordinary income to the extent of any accrued market discount not previously included in income. In addition, any accrued market discount that carries over to the New Convertible Preferred Stock would, in turn, carry over to any New Common Stock received upon conversion of such preferred stock, and it is possible that any accrued market discount that carries over to the New Warrants would, in turn, carryover to any New Common Stock received upon the exercise of such warrants. 6. Treatment of Distributions on New Convertible Preferred Stock and New Common Stock Distributions - In General. The amount of distributions, if any, by Reorganized Genesis in respect of the New Common Stock and the New Convertible Preferred Stock will be equal to the amount of cash and the fair market value as of the date of distribution of any property distributed, other than possibly in the case of distributions of the New Convertible Preferred Stock which are payable in kind with additional shares (so called "PIK" distributions). Subject to the discussion below regarding redemption of New Convertible Preferred Stock (see section XII.B.9, below), distributions generally will be treated for federal income tax purposes first as a taxable dividend to the extent of Reorganized Genesis's current and accumulated earnings and profits (as determined for federal income tax purposes) and then as a tax-free return of capital to the extent of the holder's tax basis in its stock, with any excess treated as capital gain from the sale or exchange of the stock. PIK /Constructive Distributions. The New Convertible Preferred Stock provides for annual distributions payable in kind with additional shares of New Convertible Preferred Stock, which will accumulate if not paid. Reorganized Genesis intends to declare and pay such distributions annually. Accordingly, Reorganized Genesis intends to treat the distributions of additional shares of New Convertible Preferred Stock under the normal distribution rules described above. Under the normal distribution rules, the amount of any such distribution will equal the fair market value of the New Convertible Preferred Stock on the distribution date, a holder's tax basis in the New Convertible Preferred Stock so received will equal the fair market value of such stock on the distribution date, and such holder's holding period for such stock will commence on the day following the distribution date. Additionally, the constructive distribution rules will apply to the New Convertible Preferred Stock acquired pursuant to the Plan if the "redemption price" of the New Convertible Preferred Stock ($20.33) exceeds its issue price (generally fair market value at issue). A holder would be required to accrue such excess -- regardless of the holder's regular method of accounting -- over the term of the New Convertible Preferred Stock. The stated term of the New 112 Convertible Preferred Stock is nine years, but for purposes of calculating constructive distributions the term may be regarded as being less than nine years if an earlier date upon which a redemption may occur is the date that a redemption is most likely to occur based upon all the facts and circumstances at the time of issuance. Under the applicable Treasury Regulations, each holder will be bound by Reorganized Genesis's determination as to the presence or absence of constructive distributions, unless the holder explicitly discloses in its timely filed tax return for the taxable year in which it acquires the New Convertible Preferred Stock that it is taking a contrary position. The constructive distributions would be treated in the same manner as an ordinary distribution (discussed above). To the extent a constructive distribution results in a taxable dividend to the holder, the holder's aggregate tax basis in the New Convertible Preferred Stock (including any additional shares actually distributed in respect of the stated dividend) would be increased by the amount of the constructive distribution. To the extent a constructive distribution does not result in a taxable dividend to the holder, the aggregate tax basis of the holder's New Convertible Preferred Stock will remain unchanged but will be spread over a greater number of shares (assuming actual payment of the stated dividend). Aside from the treatment of any excess redemption premium, the presence or absence of an adjustment to the conversion price of the New Convertible Preferred Stock under anti-dilution provisions may, under certain circumstances, result in constructive distributions to the holder. Conversely, the absence of an adjustment to the conversion price of the New Convertible Preferred Stock may result in a constructive distribution to the holders of the New Common Stock or the holder of the New Warrants. Any additional shares of New Convertible Preferred Stock distributed to the holders of the New Convertible Preferred Stock will be subject to the same tax treatment as the underlying New Convertible Preferred Stock. Accordingly, the rules discussed above relating to distributions and constructive distributions would apply to any New Convertible Preferred Stock received as a distribution. However, for purposes of applying the constructive distribution rules, the issue price of such New Convertible Preferred Stock would be determined at the time of the distribution, and the term of such stock would be determined based upon the date such stock is distributed. Thus, it is possible that the tax treatment of the additional shares received may not be identical to that of the underlying New Convertible Preferred Stock, and that the additional shares may, therefore, not be fungible with the underlying New Convertible Preferred Stock. There is no assurance that the Internal Revenue Service will not take a contrary position. Because all stated dividends on the New Convertible Preferred Stock are required to be paid annually in additional shares of such stock, with the result that holders will not be entitled to the receipt of cash until the redemption of the New Convertible Preferred Stock, it is possible that for purposes of applying the constructive distribution rules, the Internal Revenue Service may take the position that "redemption price" of the New Convertible Preferred Stock is equal to the sum of the instrument's stated redemption price ($20.33) and the aggregate stated dividends provided for over the term of the instrument. Under such treatment, the right to distributions of additional shares of New Convertible Preferred Stock would be taxable solely under the constructive distribution rules, and the actual distribution of such stock in respect of a stated dividend would not be considered a separate taxable event. Distributions to Corporate Shareholders. In general, a distribution to a corporate shareholder which is treated as a dividend for federal income tax purposes will qualify for the 70% dividends received deduction that is available to corporate shareholders that own less than 113 20% of the voting power or value of the outstanding stock of the distributing corporation (other than certain preferred stock not applicable here). A corporate shareholder holding 20% or more of the distributing corporation (other than certain preferred stock not applicable here) may be eligible for an 80% dividends received deduction. No assurance can be given that Reorganized Genesis will have sufficient earnings and profits (as determined for federal income tax purposes) to cause distributions to be eligible for a dividends received deduction. Dividend income that is not subject to regular federal income tax as a consequence of the dividends received deduction may be subject to the federal alternative minimum tax. The dividends received deduction is only available if certain holding periods and taxable income requirements are satisfied. The length of time that a shareholder has held stock is reduced for any period during which the shareholder's risk of loss with respect to the stock is diminished by reason of the existence of certain options, contracts to sell, short sales, or similar transactions. The law is unclear whether there would also be excluded any period during which a holder can require, pursuant to the terms of the stock itself, the redemption of the stock, as in the case of New Convertible Preferred Stock. Also, to the extent that a corporation incurs indebtedness that is directly attributable to an investment in the stock on which the dividend is paid, all or a portion of the dividends received deduction may be disallowed. In addition, any dividend received by a corporation is also subject to the "extraordinary distribution" provisions of the Tax Code. 7. Subsequent Sale of New Common Stock or New Convertible Preferred Stock Any gain recognized by a holder upon a subsequent taxable disposition of New Convertible Preferred Stock or New Common Stock (including any New Common Stock received upon conversion) received pursuant to the Plan (or any stock or property received for it in a later tax-free exchange) will be treated as ordinary income to the extent of (i) any bad debt deductions (or additions to a bad debt reserve) claimed with respect to its claim and any ordinary loss deductions incurred upon satisfaction of its claim, less any income (other than interest income) recognized by the holder upon satisfaction of its claim, and (ii) with respect to a cash-basis holder, also any amounts which would have been included in its gross income if the holder's claim had been satisfied in full but which was not included by reason of the cash method of accounting. In addition, a portion of any gain may be treated as ordinary income under the "market discount" rules of the Tax Code. See section XII.B.5, above. 8. Conversion of New Convertible Preferred Stock Except for cash received in lieu of a fractional share, a holder of New Convertible Preferred Stock generally will not recognize gain or loss upon conversion of the New Convertible Preferred Stock for New Common Stock. A holder who receives cash in lieu of a fractional share should recognize capital gain or loss equal to the difference between the amount of cash received and the holder's tax basis exchanged allocable to the fractional share. Generally, a holder's tax basis in the New Common Stock received upon conversion of shares of New Convertible Preferred Stock will equal the tax basis of the shares of New Convertible Preferred Stock exchanged therefor (less the portion of the holder's basis allocable to any fractional share, as to which the holder receives cash), and the holding period of the New Common Stock received upon conversion will include the holding period of the shares of the New Convertible Preferred Stock exchanged therefor. 114 9. Redemption of New Convertible Preferred Stock The federal income tax treatment of a redemption to a holder of New Convertible Preferred Stock will depend on the particular facts relating to such holder at the time of the redemption. If the redemption of such stock (i) is "not essentially equivalent to a dividend" with respect to the holder (taking into account any ownership of common stock), (ii) is "substantially disproportionate" with respect to the holder (defined generally as a greater than 20% reduction in a holder's voting stock interest in a corporation), or (iii) results in a "complete termination" of all such holder's equity interest in the corporation, then the receipt of cash or property by such holder will be treated as an exchange on which gain or loss will be recognized. Such exchange will be treated as a taxable disposition in which gain or loss will be recognized. See section X.B.7, above. In applying these tests, certain constructive ownership rules apply to determine stock ownership. If none of the above tests giving rise to taxable disposition treatment is satisfied in respect of a redemption of New Convertible Preferred Stock, the holder will be treated as having received an ordinary distribution with respect to such stock. The amount of such distribution generally will be equal to the amount of cash and the fair market value of property received in the redemption, and will be treated first as a taxable dividend to the extent of Reorganized Genesis's current and accumulated earnings and profits, if any, and then as a tax-free return of capital to the extent of the holder's tax basis in the stock redeemed, with any excess treated as capital gain from the sale or exchange of such stock. See section X.B.6, above, for discussion of distributions to corporate shareholders. 10. Ownership and Disposition of New Warrants A holder of a New Warrant will not recognize gain or loss upon the exercise of such warrant (except possibly in respect of any cash received in lieu of fractional shares). A holder's tax basis in the New Common Stock received upon exercise of a New Warrant will be equal to the sum of the holder's tax basis in the New Warrant and the exercise price (less the sum of the portion of the holder's tax basis allocable to any fractional share, as to which the holder receives cash, as discussed below). The holding period of the New Common Stock received upon exercise of a New Warrant will commence on the day following the exercise of such warrant. A holder who receives cash in lieu of a fractional share upon exercise of a New Warrant should recognize capital gain or loss equal to the difference between the amount of cash received and the portion of the holder's tax basis in the New Warrant allocable to such fractional share. The presence of an adjustment to the exercise price of the New Warrants under anti-dilution provisions may, under certain circumstances, result in constructive distributions to the holder. Conversely, the absence of an adjustment to the exercise price of the New Warrants may result in a constructive distribution to the holders of the New Common Stock or the holders of the New Convertible Preferred Stock. Upon the lapse or disposition of a New Warrant, the holder generally should recognize gain or loss equal to the difference between the amount received (nothing in the case of a lapse) and its tax basis in the warrant. In general, such gain or loss should be a capital gain or loss, long-term or short-term, depending on whether the requisite holding period was satisfied. 115 11. Interest and Original Issue Discount on the New Senior Notes Pursuant to the Plan, interest on the New Senior Notes generally will be payable at least annually at a rate of interest equal to the LIBOR plus 5%. Stated interest on the New Senior Notes should be includable in income by a holder in accordance with such holder's method of accounting. In addition, under certain circumstances, holders of the New Senior Notes may be required to recognize imputed interest to the extent that such New Senior Notes are issued with OID. In general, a debt instrument is treated as having OID to the extent its "stated redemption price at maturity" (in this case, the stated principal amount of the New Senior Notes) exceeds its "issue price." The "issue price" of the New Senior Notes will depend upon whether they are traded on an "established securities market" during the sixty day period ending thirty days after the Effective Date. Pursuant to Treasury Regulations, an "established securities market" includes a system of general circulation (including a computer listing disseminated to subscribing brokers, dealers, or traders) that provides a reasonable basis to determine fair market value by disseminating either recent price quotations or actual prices of recent sales transactions. If the New Senior Notes are traded on an established securities market, the "issue price" will be their fair market value. If they are not so traded, the issue price of the New Senior Notes will be their stated principal amount. In general, if the New Senior Notes are treated as issued with OID, each holder will be required to accrue the OID in respect of its New Senior Notes, and include such amount in gross income as interest, over the term of such notes based on the constant interest method. Accordingly, each holder generally will be required to include amounts in gross income in advance of the payment of cash in respect of such income. A holder's tax basis in a New Senior Note will be increased by the amount of any OID included in income and reduced by any cash payments (other than payment of stated interest) made with respect to such New Senior Note. In addition, as discussed in section XII.A.4, above, certain debt obligations that are issued with substantial OID and have a maturity of over five years are treated as applicable high yield discount obligations (AHYDOs) within the meaning of the Tax Code. With respect to such obligations, a portion of a corporate holder's income with respect to such accrued OID may be treated as a dividend for purposes of the dividend-received-deduction to the extent such amount would be so treated if it had been a distribution made by the issuer with respect to its stock (that is, to the extent the issuer has sufficient earnings and profits such that a distribution in respect of stock would constitute a dividend for federal income tax purposes and, presumably, subject to certain holding period and taxable income requirements and other limitations on the dividend-received-deduction). The AHYDO rules will have no applicability to the New Senior Notes unless the New Senior Notes are considered to be traded on an established securities market and are issued with sufficient OID such that there would be unamortized OID as of the end of the fifth year after issuance in excess of one year's interest, both actual and imputed. 12. Information Reporting and Withholding All distributions to holders of allowed claims under the Plan are subject to any applicable withholding (including employment tax withholding). Under federal income tax law, interest, dividends, and other reportable payments may, under certain circumstances, be subject to "backup withholding" at a rate of 31%, subject to adjustment under recent legislation. Backup withholding generally applies if the holder (i) fails to furnish its social security number or other taxpayer identification number ("TIN"), (ii) furnishes an incorrect TIN, (iii) fails properly to 116 report interest or dividends, or (iv) under certain circumstances, fails to provide a certified statement, signed under penalty of perjury, that the TIN provided is its correct number and that it is not subject to backup withholding. Backup withholding is not an additional tax but merely an advance payment, which may be refunded to the extent it results in an overpayment of tax. Certain persons are exempt from backup withholding, including, in certain circumstances, corporations and financial institutions. THE FOREGOING SUMMARY HAS BEEN PROVIDED FOR INFORMATIONAL PURPOSES ONLY. ALL HOLDERS OF CLAIMS ARE URGED TO CONSULT THEIR TAX ADVISORS CONCERNING THE FEDERAL, STATE, LOCAL, AND OTHER TAX CONSEQUENCES APPLICABLE UNDER THE PLAN. XIII. Conclusion The Debtors believe the Plan of Reorganization is in the best interests of all creditors and equity holders and urges the holders of impaired claims in Subclasses G1-13 through G1-17 (Genesis Other Secured Claims), Class G2 (Genesis Senior Lender Claims), Class G4 (Genesis General Unsecured Claims), Class G5 (Genesis Senior Subordinated Note Claims), Subclass M1-7 (Multicare Other Secured Claims), Class M2 (Multicare Senior Lender Claims), Class M4 (Multicare General Unsecured Claims), and Class M5 (Multicare Senior Subordinated 117 Note Claims) to vote to accept the Plan of Reorganization and to evidence such acceptance by returning their Ballots so that they will be received not later than August 17, 2001. Dated: July 6, 2001 Respectfully submitted, GENESIS HEALTH SERVICES CORPORATION GENESIS HEALTH VENTURES, INC. ACCUMED, INC. ASCO HEALTHCARE, INC. ASCO HEALTHCARE OF NEW ENGLAND, INC. BRINTON MANOR, INC. BURLINGTON WOODS CONVALESCENT CENTER, INC. CARECARD, INC. CAREFLEET, INC. CHELTENHAM LTC MANAGEMENT, INC. COMPASS HEALTH SERVICES, INC. CONCORD HEALTHCARE CORPORATION CONCORD PHARMACY SERVICES, INC. CRESTVIEW CONVALESCENT HOME, INC. CRESTVIEW NORTH, INC. CRYSTAL CITY NURSING CENTER, INC. DELCO APOTHECARY, INC. DERBY NURSING CENTER CORPORATION DIANE MORGAN AND ASSOCIATES, INC. DOVER HEALTHCARE ASSOCIATES, INC. EASTERN MEDICAL SUPPLIES, INC. EASTERN REHAB SERVICES, INC. EIDOS, INC. ENCARE OF MASSACHUSETTS, INC. GENESIS ELDERCARE ADULT DAY HEALTH SERVICES, INC. GENESIS ELDERCARE DIAGNOSTIC SERVICES, INC. GENESIS ELDERCARE HOME CARE SERVICES, INC. GENESIS ELDERCARE HOME HEALTH SERVICES-SOUTHERN, INC. GENESIS ELDERCARE HOSPITALITY SERVICES, INC. GENESIS ELDERCARE MANAGEMENT SERVICES, INC. GENESIS ELDERCARE NETWORK SERVICES, INC. GENESIS ELDERCARE NATIONAL CENTERS, INC. GENESIS ELDERCARE NETWORK SERVICES OF MASSACHUSETTS, INC. GENESIS ELDERCARE PHYSICIAN SERVICES, INC. GENESIS ELDERCARE PROPERTIES, INC. GENESIS ELDERCARE REHABILITATION MANAGEMENT SERVICES, INC. GENESIS ELDERCARE REHABILITATION SERVICES, INC. GENESIS ELDERCARE STAFFING SERVICES, INC. GENESIS ELDERCARE TRANSPORTATION SERVICES, INC. GENESIS HEALTH VENTURES OF ARLINGTON, INC. GENESIS HEALTH VENTURES OF BLOOMFIELD, INC. 118 GENESIS HEALTH VENTURES OF CLARKS SUMMIT, INC. GENESIS HEALTH VENTURES OF INDIANA, INC. GENESIS HEALTH VENTURES OF LANHAM, INC. GENESIS HEALTH VENTURES OF MASSACHUSETTS, INC. GENESIS HEALTH VENTURES OF NAUGATUCK, INC. GENESIS HEALTH VENTURES OF NEW GARDEN, INC. GENESIS HEALTH VENTURES OF POINT PLEASANT, INC. GENESIS HEALTH VENTURES OF WAYNE, INC. GENESIS HEALTH VENTURES OF WEST VIRGINIA, INC. GENESIS HEALTH VENTURES OF WILKES-BARRE, INC. GENESIS HEALTH VENTURES OF WINDSOR, INC. GENESIS HEALTHCARE CENTERS HOLDINGS, INC. GENESIS HOLDINGS, INC. GENESIS IMMEDIATE MED CENTER, INC. GENESIS PROPERTIES OF DELAWARE CORPORATION GENESIS SELECTCARE CORP. GERIATRIC & MEDICAL COMPANIES, INC. GERIATRIC AND MEDICAL SERVICES, INC. GERIATRIC AND MEDICAL INVESTMENTS CORPORATION GERIMED CORP. GMC LEASING CORPORATION GMC MEDICAL CONSULTING SERVICES, INC. GMS MANAGEMENT-TUCKER, INC. GMS MANAGEMENT, INC. GOVERNOR'S HOUSE NURSING HOME, INC. HEALTHCARE RESOURCES CORP. HEALTH CONCEPTS AND SERVICES, INC. HEALTHOBJECTS CORPORATION HILLTOP HEALTH CARE CENTER, INC. HORIZON MEDICAL EQUIPMENT AND SUPPLY, INC. INNOVATIVE HEALTH CARE MARKETING, INC. INNOVATIVE PHARMACY SERVICES, INC. INSTITUTIONAL HEALTH CARE SERVICES, INC. KEYSTONE NURSING HOME, INC. KNOLLWOOD MANOR, INC. KNOLLWOOD NURSING HOME, INC. LIFE SUPPORT MEDICAL EQUIPMENT, INC. LIFE SUPPORT MEDICAL, INC. LINCOLN NURSING HOME, INC. MANOR MANAGEMENT CORP. OF GEORGIAN MANOR, INC. MCKERLEY HEALTH CARE CENTERS, INC. MEDICAL SERVICES GROUP, INC. MERIDIAN HEALTH, INC. MERIDIAN HEALTHCARE, INC. METRO PHARMACEUTICALS, INC. NATIONAL PHARMACY SERVICE, INC. NEIGHBORCARE INFUSION SERVICES, INC. NEIGHBORCARE-MEDISCO, INC. NEIGHBORCARE OF NORTHERN CALIFORNIA, INC. NEIGHBORCARE OF OKLAHOMA, INC. NEIGHBORCARE OF VIRGINIA, INC. 119 NEIGHBORCARE OF WISCONSIN, INC. NEIGHBORCARE PHARMACIES, INC. NEIGHBORCARE PHARMACY SERVICES, INC. NEIGHBORCARE-ORCA, INC. NEIGHBORCARE-TCI, INC. NETWORK AMBULANCE SERVICES, INC. OAK HILL HEALTH CARE CENTER, INC. PHARMACY EQUITIES, INC. PHILADELPHIA AVENUE CORPORATION PROFESSIONAL PHARMACY SERVICES, INC. PROSPECT PARK LTC MANAGEMENT, INC. STATE STREET ASSOCIATES, INC. SUBURBAN MEDICAL SERVICES, INC. THE TIDEWATER HEALTHCARE SHARED SERVICES GROUP, INC. THERAPY CARE, INC. TRANSPORT SERVICES, INC. UNITED HEALTH CARE SERVICES, INC. VALLEY MEDICAL SERVICES, INC. VALLEY TRANSPORT AMBULANCE SERVICE, INC. VERSALINK, INC. VILLAS REALTY & INVESTMENTS, INC. WALNUT LTC MANAGEMENT, INC. WAYSIDE NURSING HOME, INC. WEISENFLUH AMBULANCE SERVICE, INC. WEST PHILA. LTC MANAGEMENT, INC. WYNCOTE HEALTHCARE CORP. YORK LTC MANAGEMENT, INC. BY: GENESIS HEALTH VENTURES, INC., as agent and attorney-in-fact for each of the foregoing entities By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer ASCO HEALTHCARE OF NEW ENGLAND, LIMITED PARTNERSHIP BY: ASCO HEALTHCARE OF NEW ENGLAND, INC., its General partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 120 BREVARD MERIDIAN LIMITED PARTNERSHIP CATONSVILLE MERIDIAN LIMITED PARTNERSHIP EASTON MERIDIAN LIMITED PARTNERSHIP GREENSPRING MERIDIAN LIMITED PARTNERSHIP HAMMONDS LANE MERIDIAN LIMITED PARTNERSHIP MERIDIAN EDGEWOOD LIMITED PARTNERSHIP MERIDIAN PERRING LIMITED PARTNERSHIP MERIDIAN VALLEY LIMITED PARTNERSHIP MERIDIAN VALLEY VIEW LIMITED PARTNERSHIP MERIDIAN/CONSTELLATION LIMITED PARTNERSHIP MILLVILLE MERIDIAN LIMITED PARTNERSHIP BY: MERIDIAN HEALTHCARE, INC., as General Partner of each of the foregoing limited partnerships By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer CARE4, L.P. BY: INSTITUTIONAL HEALTH CARE SERVICES, INC., its general partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer EDELLA STREET ASSOCIATES BY: GENESIS HEALTH VENTURES OF CLARK SUMMIT, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 121 GENESIS-GEORGETOWN SNF/JV, LIMITED LIABILITY COMPANY RESPIRATORY HEALTH SERVICES, L.L.C. BY: GENESIS HEALTH VENTURES, INC., its Member By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer GENESIS ELDERCARE EMPLOYMENT SERVICES, LLC BY: GENESIS ELDERCARE MANAGEMENT SERVICES, INC., its Member By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer GENESIS HEALTH VENTURES OF WEST VIRGINIA, LIMITED PARTNERSHIP BY: GENESIS HEALTH VENTURES OF WEST VIRGINIA, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer GENESIS PROPERTIES LIMITED PARTNERSHIP BY: GENESIS HEALTH VENTURES OF ARLINGTON, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 122 GENESIS PROPERTIES OF DELAWARE LTD. PARTNERSHIP, L.P. BY: GENESIS PROPERTIES OF DELAWARE CORPORATION, its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer HALLMARK HEALTHCARE LIMITED PARTNERSHIP BY: PHARMACY EQUITIES, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer MAIN STREET PHARMACY, L.L.C. BY: PROFESSIONAL PHARMACY SERVICES, INC., its Member By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer MCKERLEY HEALTH CARE CENTER-CONCORD LIMITED PARTNERSHIP BY: MCKERLEY HEALTH CARE CENTER-CONCORD, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 123 MCKERLEY HEALTH FACILITIES SEMINOLE MERIDIAN LIMITED PARTNERSHIP VOLUSIA MERIDIAN LIMITED PARTNERSHIP BY: MERIDIAN HEALTH, INC., as General Partner of each of the foregoing Limited Partnerships By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer NORRISTOWN NURSING AND REHABILITATION CENTER ASSOCIATES, LIMITED PARTNERSHIP BY: GMC-LTC MANAGEMENT, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer NORTH CAPE CONVALESCENT CENTER ASSOCIATES, L.P. NORTHWEST TOTAL CARE CENTER ASSOCIATES, L.P. BY: GERIATRIC AND MEDICAL SERVICES, INC., as General Partner for each of the foregoing Limited Partnerships By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer PHILADELPHIA AVENUE ASSOCIATES BY: PHILADELPHIA AVENUE CORPORATION, its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 124 RIVER RIDGE PARTNERSHIP RIVER STREET ASSOCIATES BY: GENESIS HEALTH VENTURES OF WILKES-BARRE, INC., as General Partner for each of the foregoing Limited Partnerships By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer STATE STREET ASSOCIATES, L.P. BY: STATE STREET ASSOCIATES, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer THERAPY CARE SYSTEMS, LP BY: GENESIS ELDERCARE REHABILITATION SERVICES, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer MULTICARE AMC, INC. ADS PALM CHELMSFORD, INC. ADS RESERVOIR WALTHAM, INC. MARKGLEN, INC. ACADEMY NURSING HOME, INC. ADS CONSULTING, INC. ADS HINGHAM ALF, INC. ADS HOME HEALTH, INC. ADS VILLAGE MANOR, INC. ANR, INC. APPLEWOOD HEALTH RESOURCES, INC. ASL, INC. AUTOMATED PROFESSIONAL ACCOUNTS, INC. BERKS NURSING HOME, INC. BETHEL HEALTH RESOURCES, INC. 125 BREYUT CONVALESCENT CENTER, INC. BRIGHTWOOD PROPERTY, INC. CENTURY CARE CONSTRUCTION, INC. CENTURY CARE MANAGEMENT, INC. CHEATEAU VILLAGE HEALTH RESOURCES, INC. CHG INVESTMENT CORP., INC. CHNR - 1, INC. COLONIAL HALL HEALTH RESOURCES, INC. COLONIAL HOUSE HEALTH RESOURCES, INC. CONCORD CAMPANION CARE, INC. CONCORD HEALTHCARE SERVICES, INC. CONCORD HEALTH GROUP, INC. CONCORD HOME HEALTH, INC. CONCORD REHAB, INC. CONCORD SERVICE CORPORATION CVNR, INC. DAWN VIEW MANOR, INC. DELM NURSING, INC. ELDERCARE RESOURCES CORP. ELMWOOD HEALTH RESOURCES, INC. ENCARE OF MENDHAM, INC. ENCARE OF PENNYPACK, INC. ENR, INC. GENESIS ELDERCARE CORP. GLENMARK ASSOCIATES - DAWN VIEW MANOR, INC. GLENMARK PROPERTIES, INC. GMA - BRIGHTWOOD, INC. GMA - MADISON, INC. GMA - CONSTRUCTION, INC. GMA UNIONTOWN, INC. HEALTH RESOURCES OF ACADEMY MANOR, INC. HEALTH RESOURCES OF BOARDMAN, INC. HEALTH RESOURCES OF BRIDGETON, INC. HEALTH RESOURCES OF BROOKLYN, INC. HEALTH RESOURCES OF CEDAR GROVE, INC. HEALTH RESOURCES OF CINNAMINSON, INC. HEALTH RESOURCES OF COLCHESTER, INC. HEALTH RESOURCES OF COLUMBUS, INC. HEALTH RESOURCES OF CRANBURY, INC. HEALTH RESOURCES OF ENGLEWOOD, INC. HEALTH RESOURCES OF EATONTOWN, INC. HEALTH RESOURCES OF EWING, INC. HEALTH RESOURCES OF FARMINGTON, INC. HEALTH RESOURCES OF GARDNER, INC. HEALTH RESOURCES OF GLASTONBURY, INC. HEALTH RESOURCES OF JACKSON, INC. HEALTH RESOURCES OF KARAMENTA AND MADISON, INC. HEALTH RESOURCES OF LAKEVIEW, INC. HEALTH RESOURCES OF LEMONT, INC. HEALTH RESOURCES OF LYNN, INC. HEALTH RESOURCES OF MARCELLA, INC. 126 HEALTH RESOURCES OF MONTCLAIR, INC. HEALTH RESOURCES OF MORRISTOWN, INC. HEALTH RESOURCES OF NORFOLK, INC HEALTH RESOURCES OF NORTH ANDOVER, INC. HEALTH RESOURCES OF NORWALK, INC. HEALTH RESOURCES OF PENNINGTON, INC. HEALTH RESOURCES OF RIDGEWOOD, INC. HEALTH RESOURCES OF ROCKVILLE, INC. HEALTH RESOURCES OF SOLOMONT/BROOKLINE, INC. HEALTH RESOURCES OF SOUTH BRUNSWICK, INC. HEALTH RESOURCES OF TROY HILL, INC. HEALTH RESOURCES OF VOORHEES, INC. HEALTH RESOURCES OF WESTWOOD, INC. HEALTHCARE REHAB SYSTEMS, INC. HELSTAT, INC. HMNR REALTY, INC. HNCA, INC. HORIZON MOBILE, INC. HORIZON REHABILITATION, INC. SCHUYLKILL NURSING HOMES, INC. SCHUYLKILL PARTNERSHIP ACQUISITION CORPORATION SCOTCHWOOD MASS. HOLDING CO., INC. SENIOR LIVING VENTURES, INC. SENIOR SOURCE, INC. SNOW VALLEY HEALTH RESOURCES, INC. SVNR, INC. THE ADS GROUP, INC. RIDGELAND HEALTH RESOURCES, INC. RIVER PINES HEALTH RESOURCES, INC. RIVERSHORES HEALTH RESOURCES, INC. RLNR, INC. ROPHEL CONVALESCENT CENTER, INC. ROSE HEALTHCARE, INC. ROSE VIEW MANOR, INC. ROXBOROUGH NURSING HOME, INC. RSNR, INC. LWNR, INC. MABRI CONVALESCENT CENTER, INC. MARSHFIELD HEALTH RESOURCES, INC. MHNR, INC. MNR, INC. MONTGOMERY NURSING HOMES, INC. MULTICARE HOME HEALTH OF ILLINOIS, INC. NORTHWESTERN MANAGEMENT SERVICES, INC. NURSING AND RETIREMENT CENTER OF THE ANDOVERS, INC. ARACADIA ASSOCIATES PHC OPERATING CORP. POCOHANTAS CONTINUOUS CARE CENTER, INC. POMPTON CARE, INC. PRESCOTT NURSING HOME, INC. PROGRESSIVE REHABILITATION CENTERS, INC. 127 PROVIDENCE FUNDING CORPORATION PROVIDENCE HEALTH CARE, INC. PROVIDENCE MEDICAL, INC. REST HAVEN NURSING HOME, INC. HR OF CHARLESTON, INC. HRWV HUNTINGTON, INC. LAKEWOOD HEALTH RESOURCES, INC. LAUREL HEALTH RESOURCES, INC. LEHIGH NURSING HOMES, INC. LRC HOLDING COMPANY S.T.B. INVESTORS, LTD. THE ASSISTED LIVING ASSOCIATES OF BERKSHIRE, INC. THE ASSISTED LIVING ASSOCIATES OF LEHIGH, INC. THE ASSISTED LIVING ASSOCIATES OF SANATOGA, INC. THE ASSISTED LIVING ASSOCIATES OF WALL, INC. THE HOUSE OF CAMPBELL, INC. TM ACQUISITION CORP. TRI-STATE MOBILE MEDICAL SERVICES, INC. WILLOW MANOR NURSING HOME, INC. WESTFORD NURSING AND RETIREMENT CENTER, INC. RVNR, INC. HORIZON ASSOCIATES, INC. HEALTH RESOURCES OF WARWICK, INC. HEALTH RESOURCES OF WALLINGFORD, INC. HEALTH RESOURCES OF MIDDLETOWN (RI), INC. HEALTH RESOURCES OF GROTON, INC. HEALTH RESOURCES OF CUMBERLAND, INC. HEALTH RESOURCES OF ARCADIA, INC. ENCARE OF WYNCOTE, INC. ENCARE OF QUAKERTOWN, INC. ADS SENIOR HOUSING, INC. ADS RECUPERATIVE CENTER, INC. ADS HINGHAM NURSING FACILITY, INC. ADS APPLE VALLEY, INC. ADS/MULTICARE, INC. GLENMARK ASSOCIATES, INC. GMA PARTNERSHIP HOLDING COMPANY, INC. STAFFORD CONVALESCENT CENTER, INC. THE MULTICARE COMPANIES, INC. NORTH MADISON, INC. BY: Genesis Eldercare Corporation, as agent and attorney-in-fact for each of the foregoing entities By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 128 CARE HAVEN ASSOCIATES LIMITED PARTNERSHIP GLENMARK PROPERTIES I, LIMITED PARTNERSHIP POINT PLEASANT HAVEN LIMITED PARTNERSHIP RALEIGH MANOR LIMITED PARTNERSHIP ROMNEY HEALTH CARE CENTER LTD. LIMITED PARTNERSHIP SISTERVILLE HAVEN LIMITED PARTNERSHIP TEAYS VALLEY HAVEN LIMITED PARTNERSHIP BY: GLENMARK ASSOCIATES, INC., as General Partner of each of the foregoing limited partnerships By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer ADS HINGHAM LIMITED PARTNERSHIP BY: ADS HINGHAM NURSING FACILITY, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer ADS RECUPERATIVE CENTER LIMITED PARTNERSHIP BY: ADS RECUPERATIVE CENTER, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer WESTFORD NURSING AND RETIREMENT CENTER, LIMITED PARTNERSHIP BY: WESTFORD NURSING AND RETIREMENT CENTER, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 129 ADS APPLE VALLEY LIMITED PARTNERSHIP BY: ADS APPLE VALLEY, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer HOLLY MANOR ASSOCIATES OF NEW JERSEY, L.P. BY: ENCARE OF MENDHAM, L.L.C., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer MERCERVILLE ASSOCIATES OF NEW JERSEY, L.P. BY: BREYUT CONVALESCENT CENTER, L.L.C., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer MIDDLETOWN (RI) ASSOCIATE OF RHODE ISLAND, L.P. BY: HEALTH RESOURCES OF MIDDLETOWN (RI), INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 130 POMPTON ASSOCIATES, L.P. BY: POMPTON CARE, L.L.C., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer THE STRAUS GROUP - OLD BRIDGE, L.P. BY: HEALTH RESOURCES OF EMERY, L.L.C., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer THE STRAUS GROUP - RIDGEWOOD, L.P. BY: HEALTH RESOURCES OF RIDGEWOOD, L.L.C., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer WALLINGFORD ASSOCIATES OF CONNECTICUT, L.P. BY: HEALTH RESOURCES OF WALLINGFORD, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 131 WARWICK ASSOCIATES OF RHODE ISLAND, L.P. BY: HEALTH RESOURCES OF WARWICK, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer THE STRAUS GROUP - HOPKINS HOUSE, L.P. BY: ENCARE OF WYNCOTE, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer THE STRAUS GROUP - QUAKERTOWN MANOR, L.P. BY: ENCARE OF QUAKERTOWN, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer CUMBERLAND ASSOCIATES OF RHODE ISLAND, L.P. BY: HEALTH RESOURCES OF CUMBERLAND, INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer GROTON ASSOCIATES OF CONNECTICUT, L.P. BY: HEALTH RESOURCES OF GROTON INC., its General Partner By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 132 HEALTH RESOURCES OF BRIDGETON, L.L.C. HEALTH RESOURCES OF CINNAMINSON, L.L.C. HEALTH RESOURCES OF CRANBURY, L.L.C. HEALTH RESOURCES OF ENGLEWOOD, L.L.C. HEALTH RESOURCES OF EWING, L.L.C. HEALTH RESOURCES OF FAIRLAWN, L.L.C. HEALTH RESOURCES OF JACKSON, L.L.C. HEALTH RESOURCES OF WEST ORANGE, L.L.C. ROEPHEL CONVALESCENT CENTER, L.L.C. TOTAL REHABILITATION CENTER, L.L.C. POMPTON CARE, L.L.C. HEALTH RESOURCES OF LAKEVIEW, L.L.C. HEALTH RESOURCES OF RIDGEWOOD, L.L.C. HEALTH RESOURCES OF EMERY, L.L.C. ENCARE OF MENDHAM. L.L.C. BREYUT CONVALESCENT CENTER, L.L.C. BY: THE MULTICARE COMPANIES, INC., as Member of the foregoing Limited Liability Companies By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer GLENMARK LIMITED LIABILITY COMPANY I BY: GLENMARK ASSOCIATES, INC., its Member By: /s/ GEORGE V. HAGER, JR. ---------------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 133 EXHIBIT A TO DISCLOSURE STATEMENT
EX-99 8 planofreorganization.txt EXHIBIT T3E-2 EXHIBIT T3E-2 UNITED STATES BANKRUPTCY COURT DISTRICT OF DELAWARE ------------------------------------------x : In re : Chapter 11 Cases No. : GENESIS HEALTH VENTURES INC., et al., : 00-2692 (JHW) : Debtors. : : (Jointly Administered) ------------------------------------------x : In re : Chapter 11 Cases No. : MULTICARE AMC, INC., et al., : 00-2494 (JHW) : Debtors. : : (Jointly Administered) ------------------------------------------x DEBTORS' JOINT PLAN OF REORGANIZATION UNDER CHAPTER 11 OF THE BANKRUPTCY CODE --------------------------------------- WEIL, GOTSHAL & MANGES LLP RICHARDS, LAYTON & FINGER P.A. 767 Fifth Avenue One Rodney Square New York, New York 10153 P.O. Box 551 (212) 310-8000 Wilmington, Delaware 19899 (302) 658-6541 Co-Attorneys for the Genesis Debtors Co-Attorneys for the Genesis as Debtors and Debtors in Possession Debtors as Debtors and Debtors in Possession ================================================================================ WILLKIE FARR & GALLAGHER YOUNG CONAWAY STARGATT & 787 Seventh Avenue TAYLOR LLP New York, New York 10019 11th Floor, Wilmington Trust (212) 728-8000 Company P.O. Box 391 Wilmington, Delaware 19899-0391 (302) 571-6600 Co-Attorneys for the Multicare Debtors Co-Attorneys for the Multicare as Debtors and Debtors in Possession Debtors as Debtors and Debtors in Possession Dated: July 6, 2001 TABLE OF CONTENTS Page Section 1. DEFINITIONS AND INTERPRETATION.................................1 A. Definitions..................................................1 1.1. Administrative Expense Claim........................1 1.2. Allowed.............................................1 1.3. Amended Bylaws......................................2 1.4. Amended Certificate of Incorporation................2 1.5. Bankruptcy Code.....................................2 1.6. Bankruptcy Court....................................2 1.7. Bankruptcy Rules....................................2 1.8. Business Day........................................2 1.9. Cash................................................2 1.10. Catch-up Distribution...............................2 1.11. Claim...............................................2 1.12. Class...............................................2 1.13. Collateral..........................................2 1.14. Commencement Date...................................2 1.15. Confirmation Date...................................2 1.16. Confirmation Hearing................................2 1.17. Confirmation Order..................................3 1.18. Debtors.............................................3 1.19. Disbursing Agent....................................3 1.20. Disputed Claim......................................3 1.21. Distribution Record Date............................3 1.22. Effective Date......................................3 1.23. Equity Interest.....................................3 1.24. Final Distribution Date.............................3 1.25. Final Order.........................................3 1.26. Genesis.............................................4 1.27. Genesis Common Stock Interest.......................4 1.28. Genesis Debtors.....................................4 1.29. Genesis General Unsecured Claim.....................4 1.30. Genesis Intercompany Claim..........................4 i TABLE OF CONTENTS (continued) Page 1.31. Genesis Other Secured Claim.........................4 1.32. Genesis Priority Non-Tax Claim......................4 1.33. Genesis Punitive Damage Claim.......................4 1.34. Genesis Reorganization Cases........................4 1.35. Genesis Senior Lender Agreements....................4 1.36. Genesis Senior Lender Claim.........................5 1.37. Genesis Senior Subordinated Note Claim..............5 1.38. Insured Claim.......................................5 1.39. Multicare...........................................5 1.40. Multicare Common Stock Interest.....................5 1.41. Multicare Debtors...................................5 1.42. Multicare General Unsecured Claim...................5 1.43. Multicare Intercompany Claim........................5 1.44. Multicare Other Secured Claim.......................5 1.45. Multicare Priority Non-Tax Claim....................6 1.46. Multicare Punitive Damage Claim.....................6 1.47. Multicare Reorganization Cases......................6 1.48. Multicare Senior Lender Agreements..................6 1.49. Multicare Senior Lender Claim.......................6 1.50. Multicare Senior Subordinated Note Claim............6 1.51. New Common Stock....................................6 1.52. New Convertible Preferred Stock.....................6 1.53. New Management Incentive Plan.......................6 1.54. New Multicare Stock.................................6 1.55. New Senior Notes....................................6 1.56. New Warrants........................................7 1.57. Plan Documents......................................7 1.58. Plan of Merger......................................7 1.59. Plan of Reorganization..............................7 1.60. Plan Securities.....................................7 1.61. Plan Supplement.....................................7 1.62. Priority Non-Tax Claim..............................7 ii TABLE OF CONTENTS (continued) Page 1.63. Priority Tax Claim..................................7 1.64. Ratable Proportion..................................8 1.65. Reorganization Cases................................8 1.66. Reorganized Debtors.................................8 1.67. Reorganized Genesis.................................8 1.68. Reorganized Multicare...............................8 1.69. Schedules...........................................8 1.70. Secured Claim.......................................8 1.71. Senior Lender Claim.................................8 1.72. Tort Claim..........................................8 B. Interpretation; Application of Definitions and Rules of Construction.................................................8 Section 2. ADMINISTRATIVE EXPENSE CLAIMS AND PRIORITY TAX CLAIMS..........9 2.1. Administrative Expense Claims.......................9 2.2. Compensation and Reimbursement Claims...............9 2.3. Priority Tax Claims.................................9 2.4. DIP Credit Agreement Claims.........................9 2.5. Special Provisions Regarding the Indenture Trustees' Fees and Expenses........................10 Section 3. CLASSIFICATION OF CLAIMS AND EQUITY INTERESTS.................11 3.1. Genesis Classes....................................11 3.2. Multicare Classes..................................12 3.3. Subclasses for Class G1............................12 3.4. Subclasses for Class M1............................14 Section 4. TREATMENT OF CLAIMS AND EQUITY INTERESTS......................14 4.1. Genesis Other Secured Claims (Class G1)............14 4.2. Genesis Senior Lender Claims (Class G2)............16 4.3. Genesis Priority Non-Tax Claims (Class G3).........16 4.4. Genesis General Unsecured Claims (Class G4)........16 4.5. Genesis Senior Subordinated Note Claims (Class G5).........................................16 4.6. Genesis Intercompany Claims (Class G6).............17 4.7. Genesis Punitive Damage Claims (Class G7)..........17 4.8. Genesis Series G Preferred Stock Interests (Class G8).........................................17 4.9. Genesis Series H Preferred Stock Interests (Class G9).........................................17 iii Page 4.10. Genesis Series I Preferred Stock Interests (Class G10)........................................17 4.11. Genesis Common Stock Interests (Class G11).........17 4.12. Multicare Other Secured Claims (Class M1)..........17 4.13. Multicare Senior Lender Claims (Class M2)..........18 4.14. Multicare Priority Non-Tax Claims (Class M3).......18 4.15. Multicare General Unsecured Claims (Class M4)......18 4.16. Multicare Senior Subordinated Note Claims (Class M5).........................................19 4.17. Multicare Intercompany Claims (Class M6)...........19 4.18. Multicare Punitive Damage Claims (Class M7)........19 4.19. Multicare Common Stock Interests (Class M8)........19 Section 5. MEANS FOR IMPLEMENTATION......................................19 5.1. Deemed Consolidation of Debtors for Plan Purposes Only......................................19 5.2. Merger of Corporate Entities.......................20 5.3. Authorization of Plan Securities...................21 5.4. Exit Facility......................................21 5.5. Waiver of Subordination............................21 5.6. Registration Rights Agreement......................21 5.7. Listing of New Common Stock........................21 5.8. Management Incentive Plan..........................22 5.9. Release of Non-Debtor Affiliates...................22 5.10. Release of Representatives.........................22 5.11. Cancellation of Existing Securities and Agreements.........................................22 5.12. Board of Directors.................................22 5.13. Corporate Action...................................23 5.14. Subsidiary Guaranties..............................23 5.15. Settlement with the Federal Government.............23 5.16. Settlement Between the Genesis Debtors and the Multicare Debtors..............................23 Section 6. DISTRIBUTIONS..................................... ...........23 6.1. Distribution Record Date...........................23 6.2. Date of Distributions..............................24 6.3. Distributions to Classes G2, G4, G5, M2, M4, and M5.........................................24 6.4. Disbursing Agent........... .......................24 iv TABLE OF CONTENTS (continued) Page 6.5. Rights and Powers of Disbursing Agent..............25 6.6. Surrender of Instruments...........................25 6.7. Delivery of Distributions..........................25 6.8. Manner of Payment Under Plan of Reorganization.....................................26 6.9. Fractional Shares and Fractional Warrants..........27 6.10. Setoffs............................................27 6.11. Allocation of Plan Distribution Between Principal and Interest.............................27 6.12. Allowance of Claims in Classes G2, G5, M2, and M5.........................................27 Section 7. PROCEDURES FOR DISPUTED CLAIMS................................27 7.1. Objections to Claims...............................27 7.2. Payments and Distributions with Respect to Disputed Claims.................................27 7.3. Distributions After Allowance......................28 7.4. Estimation of Claims...............................28 7.5. Interest and Dividends.............................28 Section 8. EXECUTORY CONTRACTS AND UNEXPIRED LEASES......................29 8.1. General Treatment..................................29 8.2. Cure of Defaults...................................29 8.3. Rejection Claims...................................29 8.4. Senior Executives of Reorganized Genesis...........29 8.5. Survival of the Debtors' Corporate Indemnities.....29 Section 9. CONDITION PRECEDENT TO THE EFFECTIVE DATE.....................30 Section 10. EFFECT OF CONFIRMATION........................................30 10.1. Vesting of Assets..................................30 10.2. Discharge of Claims and Termination of Equity Interests...................................30 10.3. Discharge of Debtors...............................30 10.4. Term of Injunctions or Stays.......................31 10.5. Injunction Against Interference With Plan..........31 10.6. Exculpation........................................31 10.7. Retention of Causes of Action/Reservation of Rights..........................................31 Section 11. RETENTION OF JURISDICTION.....................................32 Section 12. MISCELLANEOUS PROVISIONS......................................33 12.1. Payment of Statutory Fees..........................33 v TABLE OF CONTENTS (continued) Page 12.2. Retiree Benefits...................................33 12.3. Dissolution of Statutory Committees of Unsecured Creditors................................33 12.4. Substantial Consummation...........................33 12.5. Amendments.........................................34 12.6. Revocation or Withdrawal of the Plan...............34 12.7. Severability.......................................34 12.8. Governing Law......................................34 12.9. Time...............................................35 12.10. Notices............................................35 vi UNITED STATES BANKRUPTCY COURT DISTRICT OF DELAWARE ------------------------------------------x In re : Chapter 11 Case No. : GENESIS HEALTH VENTURES, INC., et al., : 00-2692 (JHW) : Debtors. : (Jointly Administered) ------------------------------------------x In re : Chapter 11 Case No. : MULTICARE AMC, INC., et al., : 00-2494 (JHW) : Debtors. : (Jointly Administered) ------------------------------------------x DEBTORS' JOINT PLAN OF REORGANIZATION UNDER CHAPTER 11 OF THE BANKRUPTCY CODE Genesis Health Ventures, Inc., The Multicare Companies, Inc., and the other above-captioned debtors and debtors in possession propose the following joint chapter 11 Plan of Reorganization, pursuant to section 1121(a) of title 11 of the United States Code: SECTION 1. DEFINITIONS AND INTERPRETATION A. Definitions. The following terms used herein shall have the respective meanings defined below (such meanings to be equally applicable to both the singular and plural): 1.1. Administrative Expense Claim means any right to payment constituting a cost or expense of administration of any of the Reorganization Cases allowed under sections 503(b), 507(a)(1), and 1114(e) of the Bankruptcy Code, including, without limitation, any actual and necessary costs and expenses of preserving the Debtors' estates, any actual and necessary costs and expenses of operating the Debtors' businesses, any indebtedness or obligations incurred or assumed by the Debtors, as debtors in possession, during the Reorganization Cases, including, without limitation, for the acquisition or lease of property or an interest in property or the rendition of services, any allowances of compensation and reimbursement of expenses to the extent allowed by Final Order under sections 330 or 503 of the Bankruptcy Code, and any fees or charges assessed against the estates of the Debtors under section 1930 of chapter 123 of title 28 of the United States Code. 1.2. Allowed means, with reference to any Claim, (i) any Claim against any Debtor which has been listed by such Debtor in the Schedules, as such Schedules may be amended by the Debtors from time to time in accordance with Bankruptcy Rule 1009, as liquidated in amount and not disputed or contingent and for which no contrary proof of claim has been filed, (ii) any timely filed Claim as to which no objection to allowance has been interposed in accordance with Section 7.1 hereof or such other applicable period of limitation fixed by the Bankruptcy Code, the Bankruptcy Rules, or the Bankruptcy Court, or as to which any objection has been determined by a Final Order to the extent such objection is determined in favor of the respective holder, or (iii) any Claim expressly allowed by a Final Order or hereunder. 1 1.3 Amended Bylaws means the Bylaws of Reorganized Genesis, as restated, and which shall be substantially in the form set forth in the Plan Supplement. 1.4. Amended Certificate of Incorporation means the Certificate of Incorporation of Reorganized Genesis, as restated, and which shall be substantially in the form set forth in the Plan Supplement. 1.5. Bankruptcy Code means title 11 of the United States Code, as amended from time to time, as applicable to the Reorganization Cases. 1.6. Bankruptcy Court means the United States District Court for the District of Delaware having jurisdiction over the Reorganization Cases and, to the extent of any reference made under section 157 of title 28 of the United States Code, the unit of such District Court having jurisdiction over the Reorganization Cases under section 151 of title 28 of the United States Code. 1.7. Bankruptcy Rules means the Federal Rules of Bankruptcy Procedure as promulgated by the United States Supreme Court under section 2075 of title 28 of the United States Code, as amended from time to time, applicable to the Reorganization Cases, and any Local Rules of the Bankruptcy Court. 1.8. Business Day means any day other than a Saturday, a Sunday, or any other day on which banking institutions in New York, New York are required or authorized to close by law or executive order. 1.9. Cash means legal tender of the United States of America. 1.10. Catch-up Distribution means with respect to each holder of an Allowed Claim in Classes G4, G5, M4, and M5, the difference between (i) the number of shares of New Common Stock or New Warrants such holder would have received if the resolution of all Disputed Claims in such Classes had been known on the Effective Date, and (ii) the aggregate number of shares of New Common Stock or New Warrants previously received by such holder. 1.11. Claim has the meaning set forth in section 101 of the Bankruptcy Code. 1.12. Class means any group of Claims or Equity Interests classified by the Plan of Reorganization pursuant to section 1122(a)(1) of the Bankruptcy Code. 1.13. Collateral means any property or interest in property of the estate of any Debtor subject to a lien, charge, or other encumbrance to secure the payment or performance of a Claim, which lien, charge, or other encumbrance is not subject to avoidance under the Bankruptcy Code. 1.14. Commencement Date means (i) June 22, 2000 with respect to the Genesis Debtors (other than Healthcare Resources Corp.) and the Multicare Debtors, and (ii) July 31, 2000 with respect to Healthcare Resources Corp. 1.15. Confirmation Date means the date on which the Clerk of the Bankruptcy Court enters the Confirmation Order. 1.16. Confirmation Hearing means the hearing to be held by the Bankruptcy Court regarding confirmation of the Plan of Reorganization, as such hearing may be adjourned or continued from time to time. 2 1.17. Confirmation Order means the order of the Bankruptcy Court confirming the Plan of Reorganization pursuant to section 1129 of the Bankruptcy Code. 1.18. Debtors means the Genesis Debtors and the Multicare Debtors. 1.19. Disbursing Agent means any entity (including any applicable Debtor if it acts in such capacity) in its capacity as a disbursing agent under Section 6.4 hereof. 1.20. Disputed Claim means any Claim which has not been Allowed pursuant to the Plan of Reorganization or a Final Order, and (a) if no proof of claim has been filed by the applicable deadline: (i) a Claim that has been or hereafter is listed on the Schedules as disputed, contingent, or unliquidated; or (ii) a Claim that has been or hereafter is listed on the Schedules as other than disputed, contingent, or unliquidated, but as to which the Debtors or Reorganized Debtors or any other party in interest has interposed an objection or request for estimation which has not been withdrawn or determined by a Final Order; or (b) if a proof of claim or request for payment of an Administrative Claim has been filed by the applicable deadline: (i) a Claim for which no corresponding Claim has been or hereafter is listed on the Schedules; (ii) a Claim for which a corresponding Claim has been or hereafter is listed on the Schedules as other than disputed, contingent, or unliquidated, but the nature or amount of the Claim as asserted in the proof of claim varies from the nature and amount of such Claim as listed on the Schedules; (iii) a Claim for which a corresponding Claim has been or hereafter is listed on the Schedules as disputed, contingent, or unliquidated; (iv) a Claim for which a timely objection or request for estimation is interposed by the Debtors or the Reorganized Debtors which has not been withdrawn or determined by a Final Order; or (v) any Tort Claim. 1.21. Distribution Record Date means the Confirmation Date. 1.22. Effective Date means a Business Day on or after the Confirmation Date specified by Genesis and Multicare on which (i) no stay of the Confirmation Order is in effect, and (ii) the condition to the effectiveness of the Plan of Reorganization specified in Section 9 hereof has been satisfied or waived. 1.23. Equity Interest means the interest of any holder of an equity security of any of the Debtors represented by any issued and outstanding shares of common or preferred stock or other instrument evidencing a present ownership interest in any of the Debtors, whether or not transferable, or any option, warrant, or right, contractual or otherwise, to acquire any such interest. 1.24. Final Distribution Date means, in the event there exist on the Effective Date any Disputed Claims classified in Classes G4, G5, M4, or M5, a date selected by the Reorganized Debtors, in their sole discretion, on which all such Disputed Claims have been resolved by Final Order. 1.25. Final Order means an order or judgment of the Bankruptcy Court entered by the Clerk of the Bankruptcy Court on the docket in the Reorganization Cases, which has not been reversed, vacated, or stayed and as to which (i) the time to appeal, petition for certiorari, or move for a new trial, reargument, or rehearing has expired and as to which no appeal, petition for certiorari, or other proceedings for a new trial, reargument, or rehearing shall then be pending, or (ii) if an appeal, writ of certiorari, new trial, reargument, or rehearing thereof has been sought, such order or judgment of the Bankruptcy Court shall have been affirmed by the highest court to which such order was appealed, or certiorari shall have been denied, or a new trial, reargument, or rehearing shall have been denied or 3 resulted in no modification of such order, and the time to take any further appeal, petition for certiorari or move for a new trial, reargument, or rehearing shall have expired; provided, however, that the possibility that a motion under Rule 60 of the Federal Rules of Civil Procedure, or any analogous rule under the Bankruptcy Rules, may be filed relating to such order shall not cause such order to not be a Final Order. 1.26. Genesis means Genesis Health Ventures, Inc., a Pennsylvania corporation, the parent debtor or debtor in possession, as the context requires. 1.27. Genesis Common Stock Interest means the Equity Interest of any holder of the authorized common stock issued by Genesis or any option, warrant, or right, contractual or otherwise, to acquire any such Equity Interest. 1.28. Genesis Debtors means Genesis and the entities listed on Exhibit A hereto. 1.29. Genesis General Unsecured Claim means any Claim against any of the Genesis Debtors that (a) is not a Genesis Other Secured Claim, Genesis Senior Lender Claim, Administrative Expense Claim, Priority Tax Claim, Genesis Priority Non-Tax Claim, Genesis Senior Subordinated Note Claim, Genesis Intercompany Claim, or Genesis Punitive Damage Claim, or (b) is otherwise determined by the Bankruptcy Court to be a Genesis General Unsecured Claim. 1.30. Genesis Intercompany Claim means a Claim held by a wholly-owned Genesis Debtor against another wholly-owned Genesis Debtor. 1.31. Genesis Other Secured Claim means any Secured Claim against any of the Genesis Debtors not constituting a secured Genesis Senior Lender Claim. 1.32. Genesis Priority Non-Tax Claim means any Claim against any of the Genesis Debtors other than an Administrative Expense Claim or a Priority Tax Claim, entitled to priority in payment as specified in section 507(a)(3), (4), (5), (6), (7), or (9) of the Bankruptcy Code. 1.33. Genesis Punitive Damage Claim means any Claim against any of the Genesis Debtors, whether secured or unsecured, for any fine, penalty, forfeiture, attorneys' fees (to the extent such attorneys' fees are punitive in nature), or for multiple, exemplary, or punitive damages, to the extent that such fine, penalty, forfeiture, attorneys' fees, or damages is not compensation for actual pecuniary loss suffered by the holder of such Claim and not statutorily prescribed. 1.34. Genesis Reorganization Cases means the jointly administered cases under chapter 11 of the Bankruptcy Code commenced by the Genesis Debtors on June 22, 2000, and July 31, 2000 in the United States District Court for the District of Delaware and styled In re Genesis Health Ventures, Inc., et al., 00-2692 (JHW). 1.35. Genesis Senior Lender Agreements means (i) that certain Fourth Amended and Restated Credit Agreement, dated as of August 20, 1999, among Genesis, certain other Genesis Debtors named therein , Mellon Bank N.A., as administrative agent, certain co-agents named therein, and the lender parties thereto, and any of the documents and instruments relating thereto or referred to therein, (ii) that certain Amended and Restated Synthetic Lease Financing Facility, dated as of October 7, 1996, among Genesis, Genesis Eldercare Properties, Inc., Mellon Bank N.A., as administrative agent, certain co-agents named therein, and the lender parties thereto, and any of the documents and instruments relating thereto, and (iii) any Swap Agreement (as defined in that certain Fourth Amended and Restated Collateral Agency Agreement, dated as of August 20, 1999, among Genesis, Mellon Bank, N.A., as agent for the lenders party to the Fourth Amended and Restated Credit Agreement, as agent for the lenders party 4 to the Amended and Restated Synthetic Lease Financing Facility, and as collateral agent for the secured parties thereto), among Genesis and the counterparties to such Swap Agreement. 1.36. Genesis Senior Lender Claim means any Claim against any of the Genesis Debtors based on the Genesis Senior Lender Agreements (inclusive of postpetition interest) net of all Cash payments made by the Genesis Debtors to the holders of such Claims on or after the Commencement Date; provided, however, that the Claims of Citibank, N.A. in connection with the prepetition termination of interest rate hedging agreements are Genesis Senior Lender Claims to the extent of $17,290,962. 1.37. Genesis Senior Subordinated Note Claim means a Claim against Genesis arising under or in connection with (i) the Indenture, dated as of June 15, 1995, between Genesis and State Street Bank and Trust Company, as trustee, as such Indenture may have been amended or modified, and the $120,000,000 of 9-3/4% Senior Subordinated Notes due 2005 issued thereunder, (ii) the Indenture, dated as of October 7, 1996, between Genesis and State Street Bank and Trust Company, as successor trustee, as such Indenture may have been amended or modified, and the $125,000,000 of 9-1/4% Senior Subordinated Notes due 2006 issued thereunder, (iii) the Indenture, dated as of December 23, 1998, between Genesis and The Bank of New York, as trustee, as such Indenture may have been amended or modified, and the $125,000,000 of 9-7/8% Senior Subordinated Notes due 2009 issued thereunder, or (iv) the Indenture, dated as of September 15, 1995, between Grancare, Inc. and Marine Midland Bank, as trustee, as such Indenture may have been amended or modified, and the $100,000,000 of 9-3/8% Senior Subordinated Notes due 2005 issued thereunder, of which $1,590,000 remains outstanding, excluding the fees and expenses of the trustees under these Indentures, which shall be paid pursuant to Section 2.5 hereof. 1.38. Insured Claim means any Claim arising from an incident or occurrence that is covered under any of the Debtors' insurance policies. 1.39. Multicare means Genesis ElderCare Corp., a Delaware corporation, the parent debtor or debtor in possession, as the context requires, and the owner of all the common stock of The Multicare Companies, Inc., a Delaware corporation. 1.40. Multicare Common Stock Interest means the Equity Interest of any holder of the authorized common stock issued by Multicare or any option, warrant, or right, contractual or otherwise, to acquire any such Equity Interest. 1.41. Multicare Debtors means Multicare, a Delaware corporation, and the entities listed on Exhibit B hereto. 1.42. Multicare General Unsecured Claim means any Claim against any of the Multicare Debtors that (i) is not a Multicare Other Secured Claim, Multicare Senior Lender Claim, Administrative Expense Claim, Priority Tax Claim, Multicare Priority Non-Tax Claim, Multicare Senior Subordinated Note Claim, Multicare Intercompany Claim, or Multicare Punitive Damage Claim, or (ii) is otherwise determined by the Bankruptcy Court to be a Multicare General Unsecured Claim. 1.43. Multicare Intercompany Claim means a Claim held by a wholly-owned Multicare Debtor against another wholly-owned Multicare Debtor. 1.44. Multicare Other Secured Claim means any Secured Claim against any of the Multicare Debtors not constituting a secured Multicare Senior Lender Claim. 5 1.45. Multicare Priority Non-Tax Claim means any Claim against any of the Multicare Debtors, other than an Administrative Expense Claim or a Priority Tax Claim, entitled to priority in payment as specified in section 507(a)(3), (4), (5), (6), (7), or (9) of the Bankruptcy Code. 1.46. Multicare Punitive Damage Claim means any Claim against any of the Multicare Debtors, whether secured or unsecured, for any fine, penalty, forfeiture, or attorneys' fees (to the extent such attorneys' fees are punitive in nature), or for multiple, exemplary, or punitive damages, to the extent that such fine, penalty, forfeiture, attorneys' fees, or damages is not compensation for actual pecuniary loss suffered by the holder of such Claim and not statutorily prescribed. 1.47. Multicare Reorganization Cases means the jointly administered cases under chapter 11 of the Bankruptcy Code commenced by the Multicare Debtors on June 22, 2000 in the United States District Court for the District of Delaware and styled In re Multicare AMC, Inc., et al., 00-2494 (JHW). 1.48. Multicare Senior Lender Agreements means that certain Credit Agreement dated as of October 9, 1997, as amended, among Multicare, certain other Multicare Debtors named therein, Mellon Bank N.A., as administrative agent, certain co-agents named therein, and the lender parties thereto, and any of the documents and instruments relating thereto. 1.49. Multicare Senior Lender Claim means any Claim against any of the Multicare Debtors based on the Multicare Senior Lender Agreements net of all Cash payments made by the Multicare Debtors to the holders of such Claims on or after the Commencement Date. 1.50. Multicare Senior Subordinated Note Claim means a Claim against The Multicare Companies, Inc. arising under or in connection with the Indenture, dated as of August 11, 1997, between Genesis ElderCare Acquisition Corp. (now known as The Multicare Companies, Inc.) and PNC Bank, National Association, as trustee, and the $250,000,000 of 9% Senior Subordinated Notes due 2007 issued thereunder. 1.51. New Common Stock means the 41,000,000 shares of common stock of Reorganized Genesis authorized and issued hereunder on the Effective Date and any additional shares authorized for the purposes specified herein or in the Plan Securities. 1.52. New Convertible Preferred Stock means the shares of convertible 6% PIK preferred stock of Reorganized Genesis with a liquidation preference of $42,600,000 authorized and issued hereunder on the Effective Date. The conversion rate for this preferred stock is $20.33 of liquidation value for each share of New Common Stock. 1.53. New Management Incentive Plan means the management incentive plan for certain employees of Reorganized Genesis, as set forth in the Plan Supplement. 1.54. New Multicare Stock means the common stock of Reorganized Multicare authorized and issued hereunder on the Effective Date. 1.55. New Senior Notes means the Term B Notes in the aggregate principal amount of $242,605,000, authorized and issued hereunder by Reorganized Genesis on the Effective Date, the terms of which are governed by the Note Indenture, dated as of the Effective Date, between Reorganized Genesis and an indenture trustee acceptable to Reorganized Genesis and the steering group for the holders of the Senior Lender Claims, in the form set forth in the Plan Supplement and the security agreements, mortgages, and guaranties, dated as of the Effective Date, in the form set forth in the Plan Supplement. 6 The New Senior Notes are guarantied by all of the subsidiaries of Reorganized Genesis and are secured by the real estate and related fixtures of the Reorganized Debtors and each other subsidiary of Reorganized Genesis in accordance with the Security Agreement, in the form set forth in the Plan Supplement, subject to (i) any existing validly perfected and unavoidable security interests in Class G1 or Class M1, and (ii) any security interests granted to lenders providing financing under Section 5.4 hereof (and to lenders providing a replacement for or refinancing of such financing); provided, that a subsidiary of Reorganized Genesis shall not guaranty the New Senior Notes and/or grant a security interest in its assets to secure the New Senior Notes to the extent the existing debt instruments of such subsidiary or, in the case of Classes G1 and M1, the reinstated debt instruments of such Debtor, would prohibit such a guaranty or grant of a security interest. The New Senior Notes are also secured by a junior lien on the property securing the claims in Subclass G1-17. 1.56. New Warrants means warrants to purchase 4,559,475 shares of New Common Stock. The New Warrants shall expire on the first anniversary of the Effective Date and shall have an exercise price of $20.33 per share of New Common Stock. The New Warrants will be in the form set forth in the Plan Supplement. 1.57. Plan Documents means the documents to be executed, delivered, assumed, and/or performed in conjunction with the consummation of the Plan of Reorganization on the Effective Date, including but not limited to (i) the Amended Bylaws, (ii) the Amended Certificate of Incorporation, (iii) the Term B Note Indenture, (iv) the security agreements, mortgages, and guaranties, (v) the Certificate of Designation for the New Convertible Preferred Stock, (vi) the Plan of Merger, (vii) the Registration Rights Agreement, (viii) the settlement agreement referred to in Section 5.15 hereof, (ix) the settlement agreement referred to in Section 5.16 hereof, and (x) the New Management Incentive Plan. Each of the Plan Documents to be entered into as of the Effective Date will be filed in draft form in the Plan Supplement. 1.58. Plan of Merger means that certain Plan of Merger among Genesis, Multicare Acquisition Corporation, a wholly-owned, indirect subsidiary of Genesis, and Multicare, in the form set forth in the Plan Supplement. 1.59. Plan of Reorganization means this joint chapter 11 plan of reorganization, including the exhibits hereto, as the same may be amended or modified from time to time in accordance with the provisions of the Bankruptcy Code and the terms hereof. 1.60. Plan Securities means, collectively, the New Senior Notes, the New Convertible Preferred Stock, the New Common Stock, and the New Warrants. 1.61. Plan Supplement means a supplemental appendix to the Plan of Reorganization that will contain the draft form of the Plan Documents to be entered into as of the Effective Date, to be filed 10 days before the date of the Confirmation Hearing, and in any event no later than 5 days prior to the last date by which votes to accept or reject the Plan of Reorganization must be submitted. Documents to be included in the Plan Supplement will be posted at www.ghv.com as they become available, but no later than 5 days prior to the last date by which votes to accept or reject the Plan must be submitted. 1.62. Priority Non-Tax Claim means any Claim, other than an Administrative Expense Claim or a Priority Tax Claim, entitled to priority in payment as specified in section 507(a)(3), (4), (5), (6), (7), or (9) of the Bankruptcy Code. 1.63. Priority Tax Claim means any Claim of a governmental unit of the kind entitled to priority in payment as specified in sections 502(i) and 507(a)(8) of the Bankruptcy Code. 7 1.64. Ratable Proportion means the ratio (expressed as a percentage) of the amount of an Allowed Claim in a Class to the aggregate amount of all Allowed Claims in the same Class. 1.65. Reorganization Cases means the Genesis Reorganization Cases and the Multicare Reorganization Cases. 1.66. Reorganized Debtors means Reorganized Genesis and each of the Debtors listed on Exhibits A and B hereto. 1.67. Reorganized Genesis means Genesis, as reorganized as of the Effective Date in accordance with the Plan of Reorganization and after giving effect to the merger described in Section 5.2 hereof. 1.68. Reorganized Multicare means Multicare, as reorganized as of the Effective Date in accordance with the Plan of Reorganization before giving effect to the merger described in Section 5.2 hereof. 1.69. Schedules means the schedules of assets and liabilities and the statement of financial affairs filed by the Genesis Debtors or the Multicare Debtors under section 521 of the Bankruptcy Code, Bankruptcy Rule 1007, and the Official Bankruptcy Forms of the Bankruptcy Rules as such schedules and statements have been or may be supplemented or amended through the Confirmation Date. 1.70. Secured Claim means a Claim to the extent (i) secured by Collateral, the amount of which is equal to or less than the value of such Collateral (A) as set forth in the Plan of Reorganization, (B) as agreed to by the holder of such Claim and the Debtors, or (C) as determined by a Final Order in accordance with section 506(a) of the Bankruptcy Code, or (ii) secured by the amount of any rights of setoff of the holder thereof under section 553 of the Bankruptcy Code. 1.71. Senior Lender Claim means the Genesis Senior Lender Claims and the Multicare Senior Lender Claims. 1.72. Tort Claim means any Claim related to personal injury, property damage, products liability, wrongful death, employment litigation, or other similar Claims against any of the Debtors which arise out of events which occurred, in whole or in part, prior to the Commencement Date. B. Interpretation; Application of Definitions and Rules of Construction. Unless otherwise specified, all section or exhibit references in the Plan of Reorganization are to the respective section in, or exhibit to, the Plan of Reorganization, as the same may be amended, waived, or modified from time to time. The words "herein," "hereof," "hereto," "hereunder," and other words of similar import refer to the Plan of Reorganization as a whole and not to any particular section, subsection, or clause contained therein. A term used herein that is not defined herein shall have the meaning assigned to that term in the Bankruptcy Code. The rules of construction contained in section 102 of the Bankruptcy Code shall apply to the Plan of Reorganization. The headings in the Plan of Reorganization are for convenience of reference only and shall not limit or otherwise affect the provisions hereof. 8 SECTION 2. ADMINISTRATIVE EXPENSE CLAIMS AND PRIORITY TAX CLAIMS 2.1. Administrative Expense Claims. Except to the extent that a holder of an Allowed Administrative Expense Claim agrees to a different treatment, the Debtors shall pay to each holder of an Allowed Administrative Expense Claim Cash in an amount equal to such Claim on, or as soon thereafter as is reasonably practicable, the later of the Effective Date and the first Business Day after the date that is thirty (30) calendar days after the date such Administrative Expense Claim becomes an Allowed Administrative Expense Claim; provided, however, that Allowed Administrative Expense Claims representing liabilities incurred in the ordinary course of business by the Debtors, as debtors in possession, or liabilities arising under loans or advances to or other obligations incurred by the Debtors, as debtors in possession, whether or not incurred in the ordinary course of business, shall be paid by the Debtors in the ordinary course of business, consistent with past practice and in accordance with the terms and subject to the conditions of any agreements governing, instruments evidencing, or other documents relating to such transactions; and provided further, however, that the liabilities of Genesis and Multicare under the Revolving Credit and Guaranty Agreement referred to in Section 2.4 hereof shall be paid as set forth in such Section. 2.2. Compensation and Reimbursement Claims. All entities seeking an award by the Bankruptcy Court of compensation for services rendered or reimbursement of expenses incurred through and including the Confirmation Date under section 503(b)(2), 503(b)(3), 503(b)(4), or 503(b)(5) of the Bankruptcy Code (i) shall file their respective final applications for allowance of compensation for services rendered and reimbursement of expenses incurred by the date that is forty-five (45) days after the Effective Date, and (ii) shall be paid in full in such amounts as are allowed by the Bankruptcy Court (A) upon the later of (i) the Effective Date, and (ii) the date upon which the order relating to any such Administrative Expense Claim is entered, or (B) upon such other terms as may be mutually agreed upon between the holder of such an Administrative Expense Claim and the Debtors or, on and after the Effective Date, the Reorganized Debtors. The Reorganized Debtors are authorized to pay compensation for services rendered or reimbursement of expenses incurred after the Confirmation Date and until the Effective Date in the ordinary course and without the need for Bankruptcy Court approval. 2.3. Priority Tax Claims. Except to the extent that a holder of an Allowed Priority Tax Claim agrees to a different treatment, each holder of an Allowed Priority Tax Claim shall receive, at the sole option of the Debtors, (i) Cash in an amount equal to such Allowed Priority Tax Claim on, or as soon thereafter as is reasonably practicable, the later of the Effective Date and the first Business Day after the date that is thirty (30) calendar days after the date such Priority Tax Claim becomes an Allowed Priority Tax Claim, or (ii) equal annual Cash payments in an aggregate amount equal to such Allowed Priority Tax Claim, together with interest at a fixed annual rate equal to eight percent (8%), over a period not exceeding six (6) years after the date of assessment of such Allowed Priority Tax Claim. All Allowed Priority Tax Claims that are not due and payable on or before the Effective Date shall be paid in the ordinary course of business as such obligations become due. 2.4. DIP Credit Agreement Claims. On the Effective Date, (i) Genesis shall pay or arrange for the payment of all amounts outstanding under that certain Revolving Credit and Guaranty Agreement, dated as of June 22, 2000, as amended, among Genesis, certain other Genesis Debtors named therein, Mellon Bank N.A., as 9 administrative agent, certain co-agents named therein, and the lenders party thereto, and (ii) Multicare shall pay or arrange for payment of all amounts outstanding under that certain Revolving Credit and Guaranty Agreement, dated as of June 22, 2000, as amended, among Multicare, certain other Multicare Debtors named therein, Mellon Bank N.A., as administrative agent, certain co-agents named therein, and the lenders party thereto. Once such payments have been made, these agreements and any agreements or instruments related thereto shall be deemed terminated (subject in all respects to any carve-out approved by the Bankruptcy Court in the Bankruptcy Court orders approving the Revolving Credit and Guaranty Agreements on a final basis), and Mellon Bank, N.A., as administrative agent, and the lenders thereunder shall take all reasonable action to confirm the removal of any liens on the properties of the Genesis Debtors and the Multicare Debtors securing such Revolving Credit and Guaranty Agreements. On the Effective Date, any outstanding letters of credit issued under such agreements shall be either replaced or secured by letters of credit issued under the exit facility described in Section 5.4 hereof. 2.5. Special Provisions Regarding the Indenture Trustees' Fees and Expenses. (a) The reasonable fees and expenses of each trustee under an Indenture described in Sections 1.37 and 1.50 hereof (an "Indenture Trustee") (which includes the reasonable fees and expenses of any professionals retained by the Indenture Trustees), shall be paid in accordance with the procedures established in this Section 2.5. Provided that such fees and expenses are paid in Cash in full by Genesis or Reorganized Genesis, distributions received by holders of Allowed Genesis Senior Subordinated Note Claims and Allowed Multicare Senior Subordinated Note Claims pursuant to this Plan will not be reduced on account of the payment of any Indenture Trustee's fees and expenses. (b) Ten (10) days prior to the Effective Date, each Indenture Trustee will submit to Genesis appropriate documentation in support of the fees and expenses incurred by such Indenture Trustee through that date (including any estimated fees and expenses through the Effective Date), whether incurred prior to or subsequent to the Commencement Date, together with a detailed, reasonable estimate of any fees and expenses to be incurred thereafter. Such estimate may include, without limitation, projected fees and expenses relating to surrender and cancellation of notes, distribution of securities, and fees and expenses to be incurred in respect of any challenge to the claims asserted by the Indenture Trustee, whether based on the notes or the claimed amount of such fees and expenses. On or prior to the Effective Date, Genesis will pay the undisputed amount of each Indenture Trustee's fees and expenses. (c) No later than thirty (30) days after the Effective Date, or as soon thereafter as may be practical, each Indenture Trustee will deliver to Reorganized Genesis a final invoice for its reasonable fees and expenses incurred through the Effective Date. Reorganized Genesis will have a period of thirty (30) days after receipt to review the final invoice and provide the Indenture Trustee with any objection to the final invoice, stating with specificity its objections to particular charges. If no objection is received by the Indenture Trustee within thirty (30) days after the Indenture Trustee provided Reorganized Genesis with its final invoice, then the Indenture Trustee shall be paid such amount without the need for any further approval of the Bankruptcy Court. If Reorganized Genesis timely advises the Indenture Trustee in writing that it objects to all or a portion of such fees, which objection states with specificity its objection to particular charges, (i) Reorganized Genesis shall pay the undisputed portion of the fees and expenses, and (ii) such Indenture Trustee, at its option, may either submit the disputed portion to the Bankruptcy Court for resolution or exercise its rights under its respective indenture. The Indenture Trustee will not be required to file a fee application or to comply with guidelines and rules applicable to a fee application, and will not be subject to section 330 or 503(b) of the Bankruptcy Code. (d) Subject to Section 5.11 hereof, each Indenture Trustee's charging lien will be discharged solely upon payment in full of such fees and expenses and termination of the Indenture Trustee's duties. Accordingly, nothing herein shall be deemed to impair, waive, or discharge the 10 Indenture Trustee charging lien for any fees and expenses not paid by Reorganized Genesis. Pursuant to Section 6.5(b) hereof, each Indenture Trustee shall be entitled to its fees and expenses incurred after the Effective Date as a Disbursing Agent. SECTION 3. CLASSIFICATION OF CLAIMS AND EQUITY INTERESTS The following tables designate the Classes of Claims against and Equity Interests in the Genesis Debtors and the Multicare Debtors, respectively, and specify which of those Classes are (i) impaired or unimpaired by the Plan of Reorganization, (ii) entitled to vote to accept or reject the Plan of Reorganization in accordance with section 1126 of the Bankruptcy Code, and (iii) deemed to reject the Plan of Reorganization.
3.1. Genesis Classes. ---------------------------------------------------------------------------------------------------------------- Entitled Class Designation Impairment to Vote ----- ----------- ---------- ------- Subclasses Genesis Other Secured Claims Unimpaired No G1-1 through G1-12 Subclasses Genesis Other Secured Claims Impaired Yes G1-13 through G1-17 Class G2 Genesis Senior Lender Claims Impaired Yes Class G3 Genesis Priority Non-Tax Claims Unimpaired No Class G4 Genesis General Unsecured Claims Impaired Yes Class G5 Genesis Senior Subordinated Note Claims Impaired Yes Class G6 Genesis Intercompany Claims Unimpaired No Class G7 Genesis Punitive Damage Claims Impaired No (deemed to reject) Class G8 Genesis Series G Preferred Stock Interests Impaired No (deemed to reject) Class G9 Genesis Series H Preferred Stock Interests Impaired No (deemed to reject) Class G10 Genesis Series I Preferred Stock Interests Impaired No (deemed to reject) Class G11 Genesis Common Stock Interests Impaired No (deemed to reject) ----------------------------------------------------------------------------------------------------------------
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3.2 Multicare Classes. ---------------------------------------------------------------------------------------------------------------- Entitled Class Designation Impairment to Vote ----- ----------- ---------- ------- Subclasses Multicare Other Secured Claims Unimpaired No M1-1 through M1-6 Subclass M1-7 Multicare Other Secured Claims Impaired Yes Class M2 Multicare Senior Lender Claims Impaired Yes Class M3 Multicare Priority Non-Tax Claims Unimpaired No Class M4 Multicare General Unsecured Claims Impaired Yes Class M5 Multicare Senior Subordinated Note Claims Impaired Yes Class M6 Multicare Intercompany Claims Unimpaired No Class M7 Multicare Punitive Damage Claims Impaired No (deemed to reject) Class M8 Multicare Common Stock Interests Impaired No (deemed to reject) ----------------------------------------------------------------------------------------------------------------
3.3. Subclasses for Class G1. For convenience of identification, the Plan of Reorganization classifies the Allowed Claims in Class G1 as a single Class. This Class is actually a group of subclasses, depending on the underlying property securing such Allowed Claims, and each subclass is treated hereunder as a distinct Class for voting and distribution purposes. The following table identifies the material subclasses for Class G1. 12
---------------------------------------------------------------------------------------------------------------- Entitled Subclass Designation Impairment to Vote -------- ----------- ---------- ------- G1-1 Broad Street Office Building Unimpaired No 148 West State Street, Kennett Square, Pa. (Pa. IDA) G1-2 Broad Street Office Building Unimpaired No 148 West State Street, Kennett Square, Pa. (Pa. IDA) G1-3 Pleasant View Center (HUD) Unimpaired No G1-4 Country Village Center (HUD) Unimpaired No G1-5 Abington Manor (Lackawanna County IDA) Unimpaired No G1-6 Silver Lake Center (Del. EDA Bonds) Unimpaired No G1-7 River Street Center (Luzerne County IDA) Unimpaired No G1-8 Kresson View Center (NJEDA Refunding Bonds) Unimpaired No G1-9 Mifflin Court (ElderTrust) Unimpaired No G1-10 Oaks Center (ElderTrust) Unimpaired No G1-11 Coquina Assisted Living (ElderTrust) Unimpaired No G1-12 Homestead Center Unimpaired No Kimberly Hall South Center Kimberly Hall North Center Seaford Center Milford Center Windsor Center (U.S. Bank, N.A., as trustee for the "Bradford Bonds") G1-13 Brakely Park Center (HUD) Impaired Yes G1-14 North Cape Center (HUD) Impaired Yes G1-15 Oak Hill Center (HUD) Impaired Yes G1-16 Rittenhouse Pine Center (Meditrust) Impaired Yes G1-17 Atlantis Center Impaired Yes Bowmans Center Fairway Center Oakwood Center Riverwood Center Tierra Center Williamsburg Center Windham Center Woodmont Center (synthetic lease lenders) ----------------------------------------------------------------------------------------------------------------
Subclass G1-8 consists of the secured Claim of SunTrust Bank, as successor indenture trustee ("SunTrust") under that certain Trust Indenture, dated as of May 1, 1990 (the "SunTrust Indenture"), between the New Jersey Economic Development Authority ("NJEDA") and SunTrust, pursuant to which NJEDA issued (i) those certain $1,175,000 New Jersey Economic Development Authority Economic Development Refunding Bonds (Geriatric and Medical Services, Inc. -- Care Inn of Voorhees Project) 1990 Series A; and (ii) those certain $5,000,000 New Jersey Economic Development Authority Economic Development Refunding Bonds (Geriatric and Medical Services, Inc. -- Care Inn of Voorhees Project) 1990 Series B (collectively, the "Kresson View Center Bonds"). The secured Claim of SunTrust in Subclass G1-8 is (i) allowed in the principal amount of $5,535,000, plus accrued and unpaid 13 interest, and reasonable costs and expenses, as more fully provided in the SunTrust Indenture and all other documents and agreements executed in connection with the Kresson View Center Bonds, and (ii) secured by a duly perfected, first priority mortgage and lien on certain real and personal property (whether now owned or hereafter acquired) of Geriatric and Medical Services, Inc. relating to a project known as the "Kresson View Center" f/k/a "Care Inn of Voorhees" located in the Township of Voorhees, New Jersey, including without limitation, all revenues and accounts arising therefrom, among other collateral. In addition, the secured Claim of SunTrust in Subclass G1-8 is guarantied pursuant to a Guaranty Agreement (the "Kresson View Center Guaranty") by and between Geriatric & Medical Companies, Inc. (as successor to Geriatric & Medical Centers, Inc.) and SunTrust. 3.4. Subclasses for Class M1. For convenience of identification, the Plan of Reorganization classifies the Allowed Claims in Class M1 as a single Class. This Class is actually a group of subclasses, depending on the underlying property securing such Allowed Claims, and each subclass is treated hereunder as a distinct Class for voting and distribution purposes. The following table identifies the material subclasses for Class M1.
---------------------------------------------------------------------------------------------------------------- Entitled Class Designation Impairment to Vote ----- ----------- ---------- ------- M1-1 Rosewood Center (Tyler County, WV) Unimpaired No M1-2 Sisterville Center (Care Haven) (Tyler County, WV) Unimpaired No M1-3 Raleigh Center (WV Hospital Authority) Unimpaired No M1-4 Westford Center (HUD) Unimpaired No M1-5 Willows Center Unimpaired No Cedar Ridge Center Dawn View Center (MediTrust) M1-6 Teays Valley (West Virginia Hospital Authority) Unimpaired No M1-7 Point Pleasant (Mason County WV) Impaired Yes ----------------------------------------------------------------------------------------------------------------
SECTION 4. TREATMENT OF CLAIMS AND EQUITY INTERESTS 4.1. Genesis Other Secured Claims (Class G1). Except for the Genesis Other Secured Claims in Subclasses G1-8 and G1-12, the treatment of which is set forth below, on or as soon as reasonably practicable after the later of the Effective Date and the first Business Day after the date that is thirty (30) calendar days after the date a Genesis Other Secured Claim becomes Allowed, each holder of an Allowed Genesis Other Secured Claim shall receive, at the option of the Reorganized Debtors, either (i) Cash in an amount equal to one hundred percent (100%) of the unpaid amount of such Allowed Genesis Other Secured Claim, (ii) the proceeds of the sale or disposition of the Collateral securing such Allowed Genesis Other Secured Claim to the extent of the value of the holder's secured interest in the Allowed Genesis Other Secured Claim, (iii) the Collateral securing such Allowed Genesis Other Secured Claim, (iv) a note with periodic Cash payments having a present value equal to the amount of the Allowed Genesis Other Secured Claim, (v) such treatment that leaves unaltered the legal, equitable, and contractual rights to which the holder of such Allowed Genesis Other Secured Claim is entitled, or (vi) such other distribution as necessary to satisfy the requirements of the Bankruptcy Code. In the event the Reorganized Debtors treat a Claim under 14 clause (i) or (ii) of this Section, the liens securing such Genesis Other Secured Claim shall be deemed released. In particular, the following subclasses shall receive the treatment described below. (a) Subclass G1-8. As of the Effective Date, the Genesis Debtors' obligations in connection with the Kresson View Center Bonds shall be reinstated and each and every indenture, loan agreement, mortgage, security agreement, guaranty, subordination agreement, and other document executed in connection with the Kresson View Center Bonds, including, without limitation, the Kresson View Center Guaranty and the Subordination Agreement dated May 1, 1990 executed by Mellon Bank N.A., as agent, in favor of NJEDA (all of the foregoing, together with the Kresson View Center Bonds, the "Kresson View Center Bond Documents"), shall be reinstated. All legal, equitable, and contractual rights under the Kresson View Center Bond Documents and the Kresson View Center Bonds shall remain unaltered after confirmation of the Plan. To the extent necessary to reinstate all such obligations, rights, agreements, and documents, the Genesis Debtors shall execute and obtain such replacement agreements and documents, including, without limitation, a guaranty, subordination agreements, and UCC financing statements, each in form and substance materially identical to existing agreements and documents, as SunTrust may require. As of the Effective Date, the maturity date of the Kresson View Center Bonds shall be reinstated. On the Effective Date, the Genesis Debtors shall cure any default under the Kresson View Center Bonds and the Kresson View Center Bond Documents (including, without limitation, past due payments of principal), and shall reimburse SunTrust for all reasonable fees, costs, and expenses, including legal fees and expenses, which have accrued and are required to be paid under the relevant Kresson View Center Bond Documents. (b) Subclass G1-12. Upon confirmation of the Plan, the claim of U.S. Bank Trust National Association ("U.S. Bank"), as successor indenture trustee pursuant to the Indenture of Mortgage and Deed of Trust, dated as of September 1, 1992 (the "U.S. Bank Indenture"), shall be deemed an Allowed Genesis Other Secured Claim in the principal amount of $19,337,000, plus accrued and unpaid interest, fees, and other costs. The Plan shall leave unaltered the legal, equitable, and contractual rights to which the holders of Claims in Subclass G1-12 are entitled, and the Allowed Claim of U.S. Bank in Subclass G1-12 shall be unimpaired under the Plan. In satisfaction of their Allowed Subclass G1-12 Claim, members of Subclass G1-12 shall receive, on or before the Effective Date, (i) all accrued and unpaid interest due under the 9 1/4% First Mortgage Bonds (Series A) due 2007 in the original principal amount of $25,000,000 (the "Bradford Bonds"), whether incurred prior to or after the Commencement Date, together with interest on interest, pursuant to the terms of the U.S. Bank Indenture, and (ii) all indenture trustee fees and expenses due under the U.S. Bank Indenture, including reasonable attorneys' fees, whether incurred prior to or after the Commencement Date. U.S. Bank shall submit to the Genesis Debtors an itemization of the amounts due and owing under the U.S. Bank Indenture ten (10) days prior to the Effective Date. From and after the Effective Date, all documents relating to the Bradford Bonds, including, but not limited to, the U.S. Bank Indenture, the mortgages securing repayment of the Bradford Bonds, and the bond instruments shall be deemed reinstated in their entirety. In connection with such reinstatement and as a result of the Genesis Debtors' failure to redeem the Bradford Bonds in April 2001, any holder of a Bradford Bond shall have the right for sixty (60) days following the Effective Date to present such Bradford Bonds for redemption in accordance with Article 9 of the U.S. Bank Indenture. Thereafter, the deadline to present the Bradford Bonds for redemption shall be governed by the applicable provisions of the Indenture. All rights and liens of U.S. Bank, as indenture trustee, shall survive to the same extent, validity, and priority as existed prior to the Commencement Date. Among other things, all of the mortgages securing repayment of the Bradford Bonds shall continue to be valid and perfected, and no further notice, filing, or other act shall be required to effect such perfection. (c) Subclass G1-17. The holders of claims in Subclass G1-17 shall receive a mortgage note in the principal amount of $50,000,000. The mortgage note will bear interest at LIBOR plus 5% and will mature on the sixth anniversary of the Effective Date. The mortgage note will be 15 secured by (i) the Collateral presently securing the Claims in this subclass and (ii) a lien of equal priority with the New Senior Notes on the property securing such notes. The mortgage documents will permit a junior lien on the property securing the Claims in this subclass in favor of the New Senior Notes. 4.2. Genesis Senior Lender Claims (Class G2). Holders of the Genesis Senior Lender Claims shall receive an aggregate of (i) Cash in an amount equal to interest on the Genesis Senior Lender Claims at contractual, nondefault rates, from the Commencement Date to the Effective Date (approximately $195,979,000 of which will have already been paid by the Genesis Debtors by June 30, 2001, in connection with certain cash collateral stipulations), (ii) $94,923,000 in New Senior Notes, (iii) New Convertible Preferred Stock with an aggregate liquidation preference of $31,000,000, and (iv) 30,485,079 shares of New Common Stock, representing approximately 74.35% of the total shares of New Common Stock to be issued and outstanding as of the Effective Date, subject to dilution from stock issuances occurring after the Effective Date, including, without limitation, in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, or options granted under the New Management Incentive Plan. 4.3. Genesis Priority Non-Tax Claims (Class G3). Except to the extent that a holder of an Allowed Genesis Priority Non-Tax Claim against any of the Genesis Debtors has agreed to a different treatment of such Claim, each such holder shall receive, in full satisfaction of such Claim, Cash in an amount equal to such Claim, on or as soon as reasonably practicable after the later of (i) the Effective Date, (ii) the date such Claim becomes Allowed, and (iii) the date for payment provided by any agreement or understanding between the parties. 4.4. Genesis General Unsecured Claims (Class G4). Except to the extent that an Allowed Genesis General Unsecured Claim is an Insured Claim, the holders of Allowed Genesis General Unsecured Claims shall receive a proportionate allocation of (i) 1,689,147 shares of New Common Stock and (ii) New Warrants to purchase 2,835,645 shares of New Common Stock, based on the aggregate amount of Allowed Claims in Classes G4 and G5. The shares of New Common Stock allocated to Classes G4 and G5 represent approximately 4.12% of the total shares of New Common Stock to be issued and outstanding on the Effective Date, subject to dilution from stock issuances occurring after the Effective Date, including, without limitation, in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, or options granted under the New Management Incentive Plan. Each holder of an Allowed Genesis General Unsecured Claim shall receive its Ratable Proportion of shares of New Common Stock allocated to this Class based on the aggregate amount of the Allowed Claims in Classes G4 and G5. A holder of an Allowed Genesis General Unsecured Claim that is an Insured Claim shall be paid in the ordinary course of the business of the Reorganized Debtors to the extent that Claim is insured and shall have an Allowed Genesis General Unsecured Claim to the extent the applicable insurance policy does not provide coverage with respect to any portion of the Insured Claim. 4.5. Genesis Senior Subordinated Note Claims (Class G5). The holders of Allowed Genesis Senior Subordinated Note Claims shall receive a proportionate allocation of (i) 1,689,147 shares of New Common Stock and (ii) New Warrants to purchase 2,835,645 shares of New Common Stock, based on the aggregate amount of Allowed Claims in Classes G4 and G5. The shares of New Common Stock allocated to Classes G4 and G5 represent approximately 4.12% of the total shares of New Common Stock to be issued and outstanding on the Effective Date and are subject to dilution from stock issuances occurring after the Effective Date, 16 including, without limitation, in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, or options granted under the New Management Incentive Plan. Each holder of an Allowed Genesis Senior Subordinated Note Claim shall receive its Ratable Proportion of the shares of New Common Stock allocated to this Class, based on the aggregate amount of the Allowed Claims in Classes G4 and G5. 4.6. Genesis Intercompany Claims (Class G6). Each holder of a Genesis Intercompany Claim shall be unimpaired. 4.7. Genesis Punitive Damage Claims (Class G7). Each holder of a Genesis Punitive Damage Claim shall receive no distribution under the Plan of Reorganization, but shall be paid in the ordinary course of the business of the Reorganized Debtors solely to the extent such claims are covered by applicable insurance policies and such insurance is permitted under governing state law. 4.8. Genesis Series G Preferred Stock Interests (Class G8). All Equity Interests represented by the Series G Cumulative Convertible Preferred Stock issued by Genesis, and any Claims for dividends or a preference on liquidation or other rights in connection therewith, shall be deemed canceled as of the Effective Date, and each holder of such Equity Interest shall neither receive nor retain any property or interest in property on account of such Equity Interest. 4.9. Genesis Series H Preferred Stock Interests (Class G9). All Equity Interests represented by the Series H Senior Convertible Participating Cumulative Preferred Stock issued by Genesis, and any Claims for dividends or a preference on liquidation or other rights in connection therewith, shall be deemed canceled as of the Effective Date, and each holder of such Equity Interest shall neither receive nor retain any property or interest in property on account of such Equity Interest. 4.10. Genesis Series I Preferred Stock Interests (Class G10). All Equity Interests represented by the Series I Senior Convertible Exchangeable Participating Cumulative Preferred Stock issued by Genesis, and any Claims for dividends or a preference on liquidation or other rights in connection therewith, shall be deemed canceled as of the Effective Date, and each holder of such Equity Interest shall neither receive nor retain any property or interest in property on account of such Equity Interest. 4.11. Genesis Common Stock Interests (Class G11). All Genesis Common Stock Interests shall be deemed canceled as of the Effective Date, and each holder of a Genesis Common Stock Interest shall neither receive nor retain any property or interest in property on account of such Genesis Common Stock Interest. 4.12. Multicare Other Secured Claims (Class M1). On or as soon as reasonably practicable after the later of the Effective Date and the first Business Day after the date that is thirty (30) calendar days after the date a Multicare Other Secured 17 Claim becomes Allowed, each holder of an Allowed Multicare Other Secured Claim shall receive, at the option of the Reorganized Debtors, either (i) Cash in an amount equal to one hundred percent (100%) of the unpaid amount of such Allowed Multicare Other Secured Claim, (ii) the proceeds of the sale or disposition of the Collateral securing such Allowed Multicare Other Secured Claim to the extent of the value of the holder's secured interest in the Allowed Multicare Other Secured Claim, (iii) the Collateral securing such Allowed Multicare Other Secured Claim, (iv) a note with periodic Cash payments having a present value equal to the amount of the Allowed Multicare Other Secured Claim, (v) such treatment that leaves unaltered the legal, equitable, and contractual rights to which the holder of such Allowed Multicare Other Secured Claim is entitled, or (vi) such other distribution as necessary to satisfy the requirements of the Bankruptcy Code. In the event the Reorganized Debtors treat a Claim under clause (i) or (ii) of this Section, the liens securing such Multicare Other Secured Claims shall be deemed released; provided, however, that Subclasses M1-2 and M1-4 shall receive the treatment set forth in this Section 4.12(v), and Subclass M1-7 shall receive the treatment set forth in this Section 4.12(iii). 4.13. Multicare Senior Lender Claims (Class M2). Holders of the Multicare Senior Lender Claims shall be entitled to receive 88.37% of the shares of New Multicare Stock. Pursuant to the Plan of Merger, such holders shall be deemed to immediately exchange such common stock for (i) $25,000,000 in Cash, (ii) $147,682,000 in New Senior Notes, (iii) shares of New Convertible Preferred Stock with a liquidation preference of $11,600,000, and (iv) 7,798,917 shares of New Common Stock, representing approximately 19.02% of the total shares of New Common Stock to be issued and outstanding as of the Effective Date, subject to dilution from stock issuances occurring after the Effective Date, including, without limitation, in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, or options granted under the New Management Incentive Plan. 4.14. Multicare Priority Non-Tax Claims (Class M3). Except to the extent that a holder of an Allowed Multicare Priority Non-Tax Claim against any of the Multicare Debtors has agreed to a different treatment of such Claim, each such holder shall receive, in full satisfaction of such Claim, Cash in an amount equal to such Claim, on or as soon as reasonably practicable after the later of (i) the Effective Date, (ii) the date such Claim becomes Allowed, and (iii) the date for payment provided by any agreement or understanding between the parties. 4.15. Multicare General Unsecured Claims (Class M4). Except to the extent that an Allowed Multicare General Unsecured Claim is an Insured Claim, the holders of Allowed Multicare General Unsecured Claims shall receive a proportionate allocation of 11.63% of the shares of New Multicare Stock, based on the aggregate amount of Allowed Claims in Classes M4 and M5. Pursuant to the merger described in Section 5.2 hereof, the shares of New Multicare Stock allocated to Classes M4 and M5 will be exchanged for (i) 1,026,857 shares of New Common Stock and (ii) New Warrants to purchase 1,723,830 shares of New Common Stock. The shares of New Common Stock allocated to Classes M4 and M5 represent approximately 2.50% of the total shares of New Common Stock to be issued and outstanding as of the Effective Date, subject to dilution from stock issuances occurring after the Effective Date, including, without limitation, in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, or options granted under the New Management Incentive Plan. Each holder of an Allowed Multicare General Unsecured Claim shall receive its Ratable Proportion of the shares of New Common Stock and New Warrants allocated to this Class, based on the aggregate amount of Allowed Claims in Classes M4 and M5. The holder of an Allowed Multicare General Unsecured Claim that is an Insured Claim shall be paid in the ordinary course of the business of the Reorganized Debtors to the extent that Claim is insured, and 18 shall have an Allowed Multicare General Unsecured Claim to the extent the applicable insurance policy does not provide coverage with respect to any portion of the Insured Claim. 4.16. Multicare Senior Subordinated Note Claims (Class M5). The holders of Allowed Multicare Senior Subordinated Claims shall receive a proportionate allocation of 11.63% of the shares of New Multicare Stock, based on the aggregate amount of Allowed Claims in Classes M4 and M5. Pursuant to the merger described in Section 5.2 hereof, the shares of New Multicare Stock allocated to Classes M4 and M5 will be exchanged for (i) 1,026,857 shares of New Common Stock and (ii) New Warrants to purchase 1,723,830 shares of New Common Stock. The shares of New Common Stock allocated to Classes M4 and M5 represent approximately 2.50% of the total shares of New Common Stock to be issued and outstanding as of the Effective Date, subject to dilution from stock issuances occurring after the Effective Date, including, without limitation, in connection with the conversion of the New Convertible Preferred Stock, the exercise of the New Warrants, or options granted under the New Management Incentive Plan. Each holder of an Allowed Multicare Senior Subordinated Claim shall receive its Ratable Proportion of shares of New Common Stock and New Warrants allocated to this Class, based on the aggregate amount of Allowed Claims in Classes M4 and M5. 4.17. Multicare Intercompany Claims (Class M6). Each holder of a Multicare Intercompany Claim shall be unimpaired. 4.18. Multicare Punitive Damage Claims (Class M7). Each holder of a Multicare Punitive Damage Claim shall receive no distribution under the Plan of Reorganization, but shall be paid in the ordinary course of the business of the Reorganized Debtors solely to the extent such claims are covered by applicable insurance policies and such insurance is permitted under governing state law. 4.19. Multicare Common Stock Interests (Class M8). All Multicare Common Stock Interests shall be deemed canceled as of the Effective Date, and each holder of a Multicare Common Stock Interest shall neither receive nor retain any property or interest in property on account of such Multicare Common Stock Interests. SECTION 5. MEANS FOR IMPLEMENTATION 5.1. Deemed Consolidation of Debtors for Plan Purposes Only. (a) Subject to the occurrence of the Effective Date, the Genesis Debtors shall be deemed consolidated for the following purposes under the Plan of Reorganization: (i) no distributions shall be made under the Plan of Reorganization on account of the Genesis Intercompany Claims; (ii) all guaranties by any of the Genesis Debtors of the obligations of any other Genesis Debtor arising prior to the Effective Date shall be deemed eliminated so that any Claim against any Genesis Debtor and any guaranty thereof executed by any other Genesis Debtor and any joint and several liability of any of the Genesis Debtors shall be deemed to be one obligation of the deemed consolidated Genesis Debtors; and (iii) each and every Claim filed or to be filed in the Reorganization Case of any of the Genesis Debtors shall be deemed filed against the deemed consolidated Genesis Debtors and shall be deemed one Claim against and obligation of the deemed consolidated Genesis Debtors. 19 Such deemed consolidation, however, shall not (other than for purposes related to funding distributions under the Plan of Reorganization and as set forth above in this Section) affect: (i) the legal and organizational structure of the Reorganized Debtors; (ii) intercompany Claims by and among the Genesis Debtors or Reorganized Debtors; (iii) pre- and post-Commencement Date guaranties, liens, and security interests that are required to be maintained (A) in connection with executory contracts or unexpired leases that were entered into during the Genesis Reorganization Cases or that have been or will be assumed, (B) pursuant to the Plan of Reorganization, or (C) in connection with any financing entered into, or New Senior Notes issued, by the Reorganized Debtors on the Effective Date; and (iv) distributions out of any insurance policies or proceeds of such policies. Notwithstanding anything contained in the Plan to the contrary, the deemed consolidation of the Genesis Debtors shall not have any effect on the Claims being reinstated and unimpaired in Class G1 of the Plan, and the legal, equitable, and contractual rights to which the holders of any such Claims is entitled shall be left unaltered by the Plan. (b) Subject to the occurrence of the Effective Date, the Multicare Debtors shall be deemed consolidated for the following purposes under the Plan of Reorganization: (i) no distributions shall be made under the Plan of Reorganization on account of Multicare Intercompany Claims; (ii) all guaranties by any of the Multicare Debtors of the obligations of any other Multicare Debtor arising prior to the Effective Date shall be deemed eliminated so that any Claim against any Multicare Debtor and any guaranty thereof executed by any other Multicare Debtor and any joint and several liability of any of the Multicare Debtors shall be deemed to be one obligation of the deemed consolidated Multicare Debtors; and (iii) each and every Claim filed or to be filed in the Reorganization Case of any of the Multicare Debtors shall be deemed filed against the deemed consolidated Multicare Debtors and shall be deemed one Claim against and obligation of the deemed consolidated Multicare Debtors. Such deemed consolidation, however, shall not (other than for purposes related to funding distributions under the Plan of Reorganization and as set forth above in this Section) affect: (i) the legal and organizational structure of the Reorganized Debtors; (ii) intercompany Claims by and among the Multicare Debtors or Reorganized Debtors; (iii) pre- and post-Commencement Date guaranties, liens, and security interests that are required to be maintained (A) in connection with executory contracts or unexpired leases that were entered into during the Multicare Reorganization Cases or that have been or will be assumed, (B) pursuant to the Plan of Reorganization, or (C) in connection with any financing entered into by the Reorganized Debtors on the Effective Date; and (iv) distributions out of any insurance policies or proceeds of policies. Notwithstanding anything contained in the Plan to the contrary, the deemed consolidation of the Multicare Debtors shall not have any effect on the Claims being reinstated and unimpaired in Class M1 of the Plan, and the legal, equitable, and contractual rights to which the holders of any such Claims is entitled shall be left unaltered by the Plan. 5.2. Merger of Corporate Entities. In accordance with the terms of the Plan of Merger and the votes of Genesis, as the sole shareholder of Multicare Acquisition Corporation, and the holders of the Multicare Senior Lender Claims, Multicare General Unsecured Claims, and Multicare Senior Subordinated Note Claims, Multicare Acquisition Corporation shall merge into Multicare, with Multicare being the surviving entity. On such merger, (i) the New Multicare Stock shall be exchanged for $147,682,000 of New Senior Notes and shares of New Convertible Preferred Stock with an aggregate liquidation preference of $11,600,000, to be distributed to holders of Allowed Claims in Class M2, 8,825,774 shares of New Common Stock, to be distributed to holders of Allowed Claims in Classes M2, M4, and M5, and 37.81% of New Warrants, to 20 be distributed to holders of Allowed Claims in Classes M4 and M5, (ii) Multicare Acquisition Corporation shall cease to exist as a separate legal entity, and (iii) Reorganized Multicare shall become a wholly-owned, indirect subsidiary of Reorganized Genesis. 5.3. Authorization of Plan Securities. Reorganized Genesis is authorized to issue the Plan Securities in accordance with Sections 4 and 5.2 hereof, without the need for any further corporate action. 5.4. Exit Facility. The Debtors are authorized to enter into new financing arrangements for purposes of funding obligations under the Plan of Reorganization, including the payment of Administrative Expense Claims and the repayment of obligations under the Debtors' respective Revolving Credit and Guaranty Agreements described in Section 2.4 hereof, and providing for working capital requirements. The new financing arrangements may be in any form acceptable to Reorganized Genesis, including, without limitation, a new revolving credit agreement and new Term A Notes, with priority in payment and collateral senior to the New Senior Notes. 5.5. Waiver of Subordination. The distributions under the Plan of Reorganization do not take into account the relative priority of the Claims in each Class in connection with any contractual subordination provisions relating to the Genesis Senior Subordinated Note Claims and the Multicare Senior Subordinated Note Claims. Accordingly, the distributions to the holders of Claims in Classes G5 and M5 shall not be subject to levy, garnishment, attachment, or other legal process by any holder of indebtedness senior to the indebtedness of the holders of the Claims in Classes G5 and M5, in each case by reason of claimed contractual subordination rights. On the Effective Date, all creditors shall be deemed to have waived any and all contractual subordination rights which they may have with respect to such distribution, and the Confirmation Order shall permanently enjoin, effective as of the Effective Date, all holders of senior indebtedness from enforcing or attempting to enforce any such rights with respect to the distributions under the Plan of Reorganization to the holders of Claims in Classes G5 and M5. 5.6. Registration Rights Agreement. On the Effective Date, Reorganized Genesis shall execute and deliver a registration rights agreement in the form set forth in the Plan Supplement, obligating Reorganized Genesis to register the Plan Securities under the Securities Exchange Act of 1933, as amended, upon the demand of any holder of 10% or more of the Plan Securities or the holders of 20% or more of the Plan Securities in the aggregate, and pursuant to customary "piggyback" provisions, all at the times and in accordance with the terms set forth in such registration rights agreement. 5.7. Listing of New Common Stock. Reorganized Genesis shall use commercially reasonable efforts to cause the shares of New Common Stock to be listed on a national securities exchange or a qualifying interdealer quotation system. Reorganized Genesis will be a public reporting company under the Securities Exchange Act of 1934 and will file periodic and current reports as required thereunder. 21 5.8. Management Incentive Plan. Reorganized Genesis shall adopt the New Management Incentive Plan. The solicitation of votes on this Plan of Reorganization shall be deemed a solicitation of the holders of New Common Stock for approval of the New Management Incentive Plan. Entry of the order confirming the Plan of Reorganization shall constitute such approval, and the order confirming the Plan of Reorganization shall so provide. 5.9. Release of Non-Debtor Affiliates. As of the Effective Date, the non-Debtor corporate, partnership, and joint venture subsidiaries or affiliates of the Debtors who are obligors under any of the Genesis Senior Lender Agreements or the Multicare Senior Lender Agreements shall be released from all such obligations provided that such entities become guarantors of the New Senior Notes and assuming that the net worth of such entities is not greater than an amount acceptable to the agent for the holders of the Genesis Senior Lender Claims and the Multicare Senior Lender Claims. 5.10. Release of Representatives. As of the Effective Date, the respective officers, directors, employees, financial advisors, professionals, accountants, and attorneys of the Genesis Debtors, the Multicare Debtors, the respective statutory committees of unsecured creditors appointed pursuant to section 1102 of the Bankruptcy Code in the Genesis Reorganization Cases and the Multicare Reorganization Cases, and Mellon Bank, N.A., as administrative agent under the Genesis Senior Lender Agreements, the Multicare Senior Lender Agreements, and the Revolving Credit and Guaranty Agreements described in Section 2.4 hereof shall be released from any and all Claims against them by the Debtors in their capacity as representatives of the Genesis Debtors, the Multicare Debtors, the statutory committees, or Mellon Bank, N.A., as applicable, except as otherwise expressly provided in the Plan of Reorganization, the Confirmation Order, or the order of the Bankruptcy Court, dated February 23, 2001, approving a senior executive retention plan for certain employees of Genesis. 5.11. Cancellation of Existing Securities and Agreements. Except for purposes of evidencing a right to distributions under the Plan of Reorganization or otherwise provided hereunder, on the Effective Date all the agreements and other documents evidencing the Claims or rights of any holder of a Claim against the Debtors, including all indentures and notes evidencing such Claims and any options or warrants to purchase Equity Interests, obligating the Debtors to issue, transfer, or sell Equity Interests or any other capital stock of the Debtors, shall be canceled; provided, however, that the indentures relating to the Genesis Senior Subordinated Note Claims and the Multicare Senior Subordinated Note Claims shall continue in effect solely for the purposes of (i) allowing the indenture trustees to make any distributions on account of Classes G5 and M5 pursuant to the Plan and to perform such other necessary administrative functions with respect thereto, and (ii) permitting the indenture trustees to maintain any rights or liens they may have for fees, costs, and expenses under the indentures. 5.12. Board of Directors. The initial Board of Directors of Reorganized Genesis shall consist of seven members whose names shall be disclosed at or prior to the Confirmation Hearing. Six members will be selected by the holders of the Genesis Senior Lender Claims and the Multicare Senior Lender Claims. The seventh member shall be the Chief Executive Officer of Reorganized Genesis. Each of the members of such 22 initial Board of Directors shall serve a one-year term. After selection of the initial Board of Directors, the holders of the New Common Stock will elect members of the Board of Directors of Reorganized Genesis in accordance with the Amended Certificate of Incorporation and Amended Bylaws and applicable nonbankruptcy law. 5.13. Corporate Action. Reorganized Genesis shall file the Amended Certificate of Incorporation and an amended certificate of incorporation for each of the Reorganized Debtors that are corporations, other than Reorganized Genesis, with the Secretary of State of the State of Delaware on the Effective Date. The Amended Certificate of Incorporation and the certificates of incorporation for each of the Reorganized Debtors that are corporations, other than Reorganized Genesis, shall prohibit the issuance of nonvoting equity securities, subject to further amendment of such certificates of incorporation as permitted by applicable law. The Amended Bylaws shall be deemed adopted by the board of directors of Reorganized Genesis as of the Effective Date. All partnership and limited liability company agreements to which any of the Debtors are parties shall be treated in accordance with Section 8.1 hereof. 5.14. Subsidiary Guaranties. Claims based upon guaranties of collection, payment, or performance of any obligation of the Debtors made by any direct or indirect subsidiary of Genesis or Multicare which is not a Debtor and all Claims against any such subsidiary for which any of the Debtors are jointly or severally liable, in each case which arise at any time prior to the Confirmation Date, shall be discharged, released, extinguished, and of no further force and effect, unless the appropriate Debtor otherwise agrees in writing to the beneficiary of such guaranties. 5.15. Settlement with the Federal Government. The Settlement Agreement among the Genesis Debtors and the United States of America acting through the United States Department of Health and Human Services, the Centers for Medicare and Medicaid Services f/k/a the Health Care Financing Administration, the Office of Inspector General, the Department of Justice, and other agencies or departments of the United States concerning the resolution of certain Claims asserted by such agencies against the Genesis Debtors, in the form set forth in the Plan Supplement, is hereby made a part of the Plan of Reorganization. 5.16. Settlement Between the Genesis Debtors and the Multicare Debtors. The settlement between Genesis and its direct and indirect subsidiaries, on the one hand, and Multicare and its direct and indirect subsidiaries, on the other hand, regarding any and all Claims against each other shall be effectuated pursuant to the terms of that certain Settlement Agreement among Genesis, Multicare, and their direct and indirect subsidiaries or affiliates, in the form set forth in the Plan Supplement. The effect of the settlement is that neither the Genesis Debtors nor the Multicare Debtors will have claims against each other. SECTION 6. DISTRIBUTIONS 6.1. Distribution Record Date. As of the close of business on the Distribution Record Date, the various transfer registers for each of the Classes of Claims or Equity Interests as maintained by the Debtors, or their respective agents, shall be deemed closed, and there shall be no further changes in the record holders of any of the 23 Claims or Interests. The Debtors shall have no obligation to recognize any transfer of the Claims or Equity Interests occurring on or after the Distribution Record Date. The Debtors shall be entitled to recognize and deal for all purposes hereunder only with those record holders stated on the transfer ledgers as of the close of business on the Distribution Record Date, to the extent applicable. 6.2. Date of Distributions. Unless otherwise provided herein, any distributions and deliveries to be made hereunder shall be made on the Effective Date or as soon thereafter as is practicable. In the event that any payment or act under the Plan of Reorganization is required to be made or performed on a date that is not a Business Day, then the making of such payment or the performance of such act may be completed on or as soon as reasonably practicable after the next succeeding Business Day, but shall be deemed to have been completed as of the required date. 6.3. Distributions to Classes G2, G4, G5, M2, M4, and M5. On the Effective Date, the Disbursing Agent shall distribute the New Senior Notes, the New Convertible Preferred Stock, the New Common Stock, and any Cash allocable to Classes G2 and M2 to the individual holders of the Genesis Senior Lender Claims and Multicare Senior Lender Claims in such denominations and registered in the names of the holders as Mellon Bank, N.A. shall have directed in writing. On the Effective Date, the Disbursing Agent shall distribute the New Common Stock and the New Warrants to holders of Allowed Claims in Classes G4, G5, M4, and M5. For the purpose of calculating the amount of New Common Stock and New Warrants to be distributed to holders of Allowed Claims in Classes G4, G5, M4, and M5 on the Effective Date, all Disputed Claims in such Classes will be treated as though such Claims will be Allowed Claims in the amounts asserted, Allowed pursuant to Section 6.12 hereof, or as estimated by the Bankruptcy Court, as applicable. On the Final Distribution Date, each holder of an Allowed Claim in Classes G4, G5, M4, and M5 shall receive a Catch-up Distribution of New Common Stock and/or New Warrants, as applicable. After the Effective Date but prior to the Final Distribution Date, the Reorganized Debtors, in their sole discretion, may direct the Disbursing Agent to distribute shares of New Common Stock and/or New Warrants, as applicable, to a holder of a Disputed Claim in Class G4 or M4 which becomes an Allowed Claim after the Effective Date such that the holder of such Claim receives the same shares of New Common Stock and/or New Warrants, as applicable, that such holder would have received had its Claim been an Allowed Claim in such amount on the Effective Date. 6.4. Disbursing Agent. All distributions under the Plan of Reorganization (other than distributions described in the next sentences) shall be made by the applicable Debtor as Disbursing Agent or such other entity designated by the applicable Debtor as a Disbursing Agent on or after the Effective Date. Each Indenture Trustee shall be the Disbursing Agent for its respective noteholders in Classes G5 and M5, and The Bank of New York, as indenture trustee in relation to Tyler County West Virginia Taxable Refunding Revenue Bonds (Care Haven Associates Limited Partnership Project) Series 1994B and Series 1995 (the "Care Haven Indenture Trustee") for its respective bondholders in Subclass M1-2. All distributions to the creditors of each of the Multicare Debtors under the Plan of Merger shall be made by Multicare Acquisition Corporation as Disbursing Agent or such other entity designated by Multicare Acquisition Corporation as a Disbursing Agent on or after the Effective Date. A Disbursing Agent shall not be required to give any bond or surety or other security for the performance of its duties unless otherwise ordered by the Bankruptcy Court, and, in the event that a Disbursing Agent is so otherwise ordered, all costs and expenses of procuring any such bond or surety shall be borne by the applicable Debtor. 24 6.5. Rights and Powers of Disbursing Agent. (a) Powers of the Disbursing Agent. The Disbursing Agent shall be empowered to (i) effect all actions and execute all agreements, instruments, and other documents necessary to perform its duties under the Plan of Reorganization, (ii) make all distributions contemplated hereby, (iii) employ professionals to represent it with respect to its responsibilities, and (iv) exercise such other powers as may be vested in the Disbursing Agent by order of the Bankruptcy Court, pursuant to the Plan of Reorganization, or as deemed by the Disbursing Agent to be necessary and proper to implement the provisions hereof. (b) Expenses Incurred on or After the Effective Date. Except as otherwise ordered by the Bankruptcy Court, the amount of any reasonable fees and expenses incurred by the Disbursing Agent on or after the Effective Date (including, without limitation, taxes) and any reasonable compensation and expense reimbursement claims (including, without limitation, reasonable attorneys' fees and expenses) made by the Disbursing Agent shall be paid in Cash by the Reorganized Debtors. 6.6. Surrender of Instruments. As a condition to receiving any distribution under the Plan of Reorganization, each holder of a certificated instrument or note must surrender such instrument or note held by it to the Disbursing Agent or its designee, unless such certificated instrument or note is being reinstated or being left unimpaired under the Plan of Reorganization. Any holder of such instrument or note that fails to (i) surrender such instrument or note, or (ii) execute and deliver an affidavit of loss and/or indemnity reasonably satisfactory to the Disbursing Agent and furnish a bond in form, substance, and amount reasonably satisfactory to the Disbursing Agent before the first anniversary of the Effective Date shall be deemed to have forfeited all rights and Claims and may not participate in any distribution under the Plan of Reorganization. Any distribution so forfeited shall become property of Reorganized Genesis. 6.7. Delivery of Distributions. Subject to Bankruptcy Rule 9010, all distributions to any holder of an Allowed Claim except the holders of an Allowed Senior Lender Claim, shall be made at the address of such holder as set forth on the Schedules filed with the Bankruptcy Court or on the books and records of the Debtors or their agents or in a letter of transmittal unless the Debtors have been notified in writing of a change of address, including, without limitation, by the filing of a proof of claim or interest by such holder that contains an address for such holder different from the address reflected on such Schedules for such holder. All distributions to any holder of an Allowed Senior Lender Claim shall be made to Mellon Bank N.A., as administrative agent under the Genesis Senior Lender Agreements and the Multicare Senior Lender Agreements. Any distribution of New Common Stock or New Warrants to any of the Indenture Trustees shall be deemed a distribution to the respective holder of a Genesis Senior Subordinated Note Claim or Multicare Senior Subordinated Note Claim. In the event that any distribution to any holder is returned as undeliverable, the Disbursing Agent shall use reasonable efforts to determine the current address of such holder, but no distribution to such holder shall be made unless and until the Disbursing Agent has determined the then current address of such holder, at which time such distribution shall be made to such holder without interest; provided that such distributions shall be deemed unclaimed property under section 347(b) of the Bankruptcy Code at the expiration of one year from the Effective Date. After such date, all unclaimed property or interest in property shall revert to Reorganized Genesis, and the Claim of any other holder to such property or interest in property shall be discharged and forever barred. 25 6.8. Manner of Payment Under Plan of Reorganization. (a) All distributions of Cash, New Senior Notes, New Convertible Preferred Stock, New Common Stock, and New Warrants to the creditors of each of the Genesis Debtors under the Plan of Reorganization shall be made by, or on behalf of, the applicable Reorganized Debtor. Where the applicable Reorganized Debtor is a subsidiary of Reorganized Genesis, Reorganized Genesis shall make a capital contribution, either directly or indirectly, to the applicable Reorganized Debtor equal to the amount distributed, but only at such time as, and to the extent, the amounts are actually distributed to holders of Allowed Claims. All distributions under the Plan of Reorganization of New Senior Notes to the creditors of the Genesis Debtors shall be made by, or on behalf of, Reorganized Genesis. To the extent that New Senior Notes are issued by Reorganized Genesis to creditors of a Reorganized Debtor that is a subsidiary of Reorganized Genesis, the portion of the Claims for which such New Senior Notes are issued shall be treated as acquired by Reorganized Genesis. Immediately thereafter, and pursuant hereto, Reorganized Genesis shall make a capital contribution, either directly or indirectly, to any applicable Reorganized Debtor, and such Claim shall be immediately cancelled and discharged. Any distributions that revert to any of the Reorganized Debtors or are otherwise canceled (such as to the extent any distributions have not been claimed within one year or are canceled pursuant to Section 6.6 hereof) shall revest solely in Reorganized Genesis, and any applicable Reorganized Debtor (other than Reorganized Genesis) shall not have (nor shall it be considered to ever have had) any ownership interest in the amounts distributed. (b) Subject to Section 4.13 hereof, the distribution of New Multicare Stock to the creditors of each of the Multicare Debtors immediately prior to the merger of Multicare Acquisition Corporation (a newly-formed, second tier subsidiary of Genesis) into Multicare shall be made by, or on behalf of, the applicable Multicare Debtor. Where the applicable Multicare Debtor is a subsidiary of Multicare, Multicare shall make a capital contribution, either directly or indirectly, to the applicable Multicare Debtor equal to the amount of New Multicare Stock distributed to the creditors of the Multicare Debtors. (c) All distributions of Cash, New Senior Notes, New Convertible Preferred Stock, New Common Stock, and New Warrants to the creditors of each of the Multicare Debtors under the Plan of Merger shall be made by, or on behalf of, Multicare Acquisition Corporation. Reorganized Genesis shall make a capital contribution to the intermediate corporate parent of Multicare Acquisition Corporation, which in turn shall make a capital contribution to Multicare Acquisition Corporation, equal to the amount distributed, with such contributions occurring only at such time as, and to the extent, the amounts are actually distributed to holders of Allowed Claims. All distributions under the Plan of New Senior Notes to the creditors of the Multicare Debtors shall be made by, or on behalf of, Reorganized Genesis. To the extent that the acquisition of the New Multicare Stock pursuant to the Plan of Reorganization and the Plan of Merger is in exchange for the New Senior Notes, such stock shall be treated as acquired by Reorganized Genesis. Immediately thereafter, and pursuant hereto, Reorganized Genesis shall contribute such stock to the intermediate corporate parent of Multicare Acquisition Corporation. Any distributions that revert to the Reorganized Debtors or are otherwise canceled (such as to the extent any distributions have not been claimed within one year or are canceled pursuant to Section 6.6 hereof) shall revest solely in Reorganized Genesis, and no Reorganized Debtor (other than Reorganized Genesis) shall have (or shall be considered to ever have had) any ownership interest in the amounts distributed. (d) At the option of the Debtors, any Cash payment to be made hereunder may be made by a check or wire transfer or as otherwise required or provided in applicable agreements. 26 6.9. Fractional Shares and Fractional Warrants. No fractional shares of New Common Stock or New Convertible Preferred Stock, or fractional New Warrants or Cash in lieu thereof, shall be distributed. For purposes of distribution, fractional shares of New Common Stock or New Convertible Preferred Stock, or fractional New Warrants, shall be rounded down to the next whole number or zero, as applicable. 6.10. Setoffs. Except with respect to the Genesis Senior Lender Claims and the Multicare Senior Lender Claims, the Debtors may, but shall not be required to, set off against any Claim (for purposes of determining the Allowed amount of such Claim on which distribution shall be made), any claims of any nature whatsoever that the Debtors may have against the holder of such Claim, but neither the failure to do so nor the allowance of any Claim hereunder shall constitute a waiver or release by the Debtors of any such claim the Debtors may have against the holder of such Claim. 6.11. Allocation of Plan Distribution Between Principal and Interest. All distributions in respect of any Claim shall be allocated first to the principal amount of such Claim, as determined for federal income tax purposes, and thereafter, to the remaining portion of such Claim, if any. 6.12. Allowance of Claims in Classes G2, G5, M2, and M5. The aggregate Claims in Classes G2, G5, M2, and M5 shall be deemed Allowed in the amounts of $1,193,460,000 (excluding postpetition interest and before giving effect to postpetition payments), $387,425,000, $443,400,000 (excluding postpetition interest), and $257,817,000, respectively. The Claims in Class G5 shall be deemed Allowed in the following amounts for each issue of senior subordinated notes: (i) 9-3/4% Senior Subordinated Notes due 2005: $126,077,500; (ii) 9-1/4% Senior Subordinated Notes due 2006: $133,414,931; (iii) 9-7/8% Senior Subordinated Notes due 2009: $126,303,247; and (iv) 9-3/8 Senior Subordinated Notes due 2005: $1,629,313. SECTION 6. PROCEDURES FOR DISPUTED CLAIMS 7.1. Objections to Claims. The Reorganized Debtors shall be entitled to object to Claims. Any objections to Claims shall be served and filed on or before the later of (i) one hundred twenty (120) days after the Effective Date, and (ii) such date as may be fixed by the Bankruptcy Court, whether fixed before or after the date specified in clause (i) above. 7.2. Payments and Distributions with Respect to Disputed Claims. (a) General. Notwithstanding any other provision hereof, if any portion of a Claim is a Disputed Claim, no payment or distribution provided hereunder shall be made on account of such Claim unless and until such Disputed Claim becomes an Allowed Claim. (b) Tort Claims. All Tort Claims shall be deemed Disputed Claims unless and until they are liquidated. Any Tort Claim which has not been liquidated prior to the date of this Plan and as to which a proof of claim was timely filed in the Reorganization Cases shall be determined and liquidated in accordance with an alternative dispute resolution procedure or if the claimant pursuing the Tort Claim has 27 received relief from the automatic stay (through such alternative dispute resolution procedure or otherwise), the Tort Claim shall be determined and liquidated in the administrative or judicial tribunal in which it is pending on the Confirmation Date or in any administrative or judicial tribunal of appropriate jurisdiction. Any Tort Claim determined and liquidated (i) pursuant to a judgment obtained in accordance with this Section and applicable nonbankruptcy law which is no longer appealable or subject to review, or (ii) in the alternative dispute resolution or similar proceeding approved by order of the Bankruptcy Court shall be deemed, to the extent applicable, an Allowed Claim in Class G4 or Class M4, as applicable, in such liquidated amount (provided that for Insured Claims, such amount shall not exceed the liquidated amount of the Claim less the amount paid by the insurer) and treated in accordance with Sections 4.4 and 4.15 hereof. Nothing contained in this Section shall constitute or be deemed a waiver of any Claim, right, or cause of action that the Debtors may have against any person in connection with or arising out of any Tort Claim, including, without limitation, any rights under section 157(b) of title 28 of the United States Code. 7.3. Distributions After Allowance. After such time as a Disputed Claim becomes, in whole or in part, an Allowed Claim, the Reorganized Debtors shall distribute to the holder thereof the distributions, if any, to which such holder is then entitled under the Plan of Reorganization. Such Cash distributions shall be made as soon as practicable after the date that the order or judgment of the Bankruptcy Court allowing such Disputed Claim (or portion thereof) becomes a Final Order, but in no event more than thirty (30) days thereafter. Shares of New Common Stock or New Warrants distributable to the holder of a Disputed Claim which becomes an Allowed Claim (in whole or in part) as a result of the entry of an order or judgment of the Bankruptcy Court allowing such Disputed Claim (or portion thereof) shall be made in accordance with Section 6.3 hereof. 7.4. Estimation of Claims. The Reorganized Debtors may at any time request that the Bankruptcy Court estimate any contingent, unliquidated, or Disputed Claim pursuant to section 502(c) of the Bankruptcy Code regardless of whether the Debtor previously objected to such Claim or whether the Bankruptcy Court has ruled on any such objection, and the Bankruptcy Court will retain jurisdiction to estimate any Claim at any time during litigation concerning any objection to any Claim, including, without limitation, during the pendency of any appeal relating to any such objection. In the event that the Bankruptcy Court estimates any contingent, unliquidated, or Disputed Claim, the amount so estimated shall constitute either the allowed amount of such Claim or a maximum limitation on such Claim, as determined by the Bankruptcy Court. If the estimated amount constitutes a maximum limitation on the amount of such Claim, the Reorganized Debtors may pursue supplementary proceedings to object to the allowance of such Claim. All of the aforementioned objection, estimation, and resolution procedures are intended to be cumulative and not exclusive of one another. Claims may be estimated and subsequently compromised, settled, withdrawn, or resolved by any mechanism approved by the Bankruptcy Court. 7.5. Interest and Dividends. To the extent that a Disputed Claim becomes an Allowed Claim after the Effective Date and is entitled to a Cash distribution under the Plan of Reorganization, the holder of such Claim shall be entitled to a Cash distribution plus interest thereon, calculated at the average rate received by the Debtors in their deposit accounts, from the Effective Date to the date of distribution. In the event that dividend distributions have been made with respect to the New Common Stock distributable to a holder of a Disputed Claim that later becomes Allowed, such holder shall be entitled to receive such previously distributed dividends without any interest with respect thereto. 28 SECTION 8. EXECUTORY CONTRACTS AND UNEXPIRED LEASES 8.1. General Treatment. All executory contracts and unexpired leases to which any of the Debtors are parties are hereby assumed, including the bonds executed by Liberty Bond Services on behalf of the Debtors, except for an executory contract or unexpired lease that (i) has been assumed or rejected pursuant to Final Order of the Bankruptcy Court, (ii) is specifically designated as a contract or lease to be rejected on the Schedule of Rejected Contracts attached hereto, (iii) is the subject of a separate motion to assume or reject filed under section 365 of the Bankruptcy Code by the Genesis Debtors or Multicare Debtors prior to the Confirmation Date, or (iv) is an option or warrant to purchase common stock of any of the Debtors or right to convert any Equity Interest into common stock of any of the Debtors to the extent such option, warrant, or conversion right is determined not to be an Equity Interest. 8.2. Cure of Defaults. Except to the extent that different treatment has been agreed to by the nondebtor party or parties to any executory contract or unexpired lease to be assumed pursuant to Section 8.1 hereof, the Debtors shall, pursuant to the provisions of sections 1123(a)(5)(G) and 1123(b)(2) of the Bankruptcy Code and consistent with the requirements of section 365 of the Bankruptcy Code, within thirty (30) days of the Confirmation Date, file and serve a pleading with the Bankruptcy Court listing the cure amounts of all executory contracts or unexpired leases to be assumed. The parties to such executory contracts or unexpired leases to be assumed by the Debtors shall have fifteen (15) days from service to object to the cure amounts listed by the Debtors. If there are any objections filed, the Bankruptcy Court shall hold a hearing. The Debtors shall retain their right to reject any of their executory contracts or unexpired leases, including contracts or leases that are subject to a dispute concerning amounts necessary to cure any defaults. 8.3. Rejection Claims. In the event that the rejection of an executory contract or unexpired lease by any of the Debtors pursuant to the Plan of Reorganization results in damages to the other party or parties to such contract or lease, a Claim for such damages, if not heretofore evidenced by a filed proof of claim, shall be forever barred and shall not be enforceable against the Debtors, or their respective properties or interests in property as agents, successors, or assigns, unless a proof of claim is filed with the Bankruptcy Court and served upon counsel for the Debtors on or before the date that is thirty (30) days after the Confirmation Date or such later rejection date that occurs as a result of a dispute concerning amounts necessary to cure any defaults. 8.4. Senior Executives of Reorganized Genesis. Reorganized Genesis shall enter into long-term employment agreements with Michael R. Walker, Richard R. Howard, David C. Barr, and George V. Hager, Jr. in the form set forth in the Plan Supplement. 8.5. Survival of the Debtors' Corporate Indemnities. Any obligations of the Debtors pursuant to their corporate charters and bylaws or agreements entered into any time prior to the Effective Date, to indemnify current directors, officers, agents, and/or employees with respect to all present and future actions, suits, and proceedings against the Debtors or such directors, officers, agents, and/or employees, based upon any act or omission for or on 29 behalf of the Debtors shall not be discharged or impaired by confirmation of the Plan of Reorganization. Such obligations shall be deemed and treated as executory contracts to be assumed by the Debtors pursuant to the Plan of Reorganization, and shall continue as obligations of the Reorganized Debtors. SECTION 9. CONDITION PRECEDENT TO THE EFFECTIVE DATE The occurrence of the Effective Date of the Plan of Reorganization is subject to satisfaction of the condition precedent that the Reorganized Debtors shall enter into the new financing arrangements referred to in Section 5.4 hereof for purposes of funding obligations under the Plan of Reorganization and providing for working capital requirements and all of the conditions precedent to the initial extensions of credit thereunder shall be satisfied. SECTION 10. EFFECT OF CONFIRMATION 10.1. Vesting of Assets. Upon the Effective Date, pursuant to sections 1141(b) and (c) of the Bankruptcy Code, all property of the Debtors' bankruptcy estates shall vest in the Reorganized Debtors free and clear of all Claims, liens, encumbrances, charges, and other interests, except as provided herein. The Reorganized Debtors may operate their businesses and may use, acquire, and dispose of property free of any restrictions of the Bankruptcy Code or the Bankruptcy Rules and in all respects as if there were no pending cases under any chapter or provision of the Bankruptcy Code, except as provided herein. 10.2. Discharge of Claims and Termination of Equity Interests. Except as otherwise provided herein or in the Confirmation Order, the rights afforded in the Plan of Reorganization and the payments and distributions to be made hereunder shall discharge all existing debts and Claims, and terminate all Equity Interests, of any kind, nature, or description whatsoever against or in the Debtors or any of their assets or properties to the fullest extent permitted by section 1141 of the Bankruptcy Code. Except as provided in the Plan of Reorganization, upon the Effective Date, all existing Claims against the Debtors and Equity Interests in the Debtors, shall be, and shall be deemed to be, discharged and terminated, and all holders of Claims and Equity Interests shall be precluded and enjoined from asserting against the Reorganized Debtors, or any of their assets or properties, any other or further Claim or Equity Interest based upon any act or omission, transaction, or other activity of any kind or nature that occurred prior to the Effective Date, whether or not such holder has filed a proof of claim or proof of equity interest. Notwithstanding any provision of the Plan to the contrary, any valid setoff or recoupment rights held against any of the Debtors, including any such rights that HCR Manor Care, Inc., Manor Care, Inc., and/or ManorCare Health Services, Inc. may have in connection with the pending prepetition litigation actions described in section V.D of the disclosure statement for the Plan, shall not be affected by the Plan and shall be expressly preserved in the Confirmation Order. 10.3. Discharge of Debtors. Upon the Effective Date and in consideration of the distributions to be made hereunder, except as otherwise expressly provided herein, each holder (as well as any trustees and agents on behalf of each holder) of a Claim or Equity Interest and any affiliate of such holder shall be deemed to have forever waived, released, and discharged the Debtors, to the fullest extent permitted by section 1141 of the Bankruptcy Code, of and from any and all Claims, Equity Interests, rights, and liabilities that arose prior to the Effective Date. Upon the Effective Date, all such persons shall be forever precluded and enjoined, pursuant to section 524 of the Bankruptcy Code, from prosecuting or asserting any such 30 discharged Claim against or terminated Equity Interest in the Debtors. Notwithstanding any provision of the Plan to the contrary, any valid setoff or recoupment rights held against any of the Debtors, including any such rights that HCR Manor Care, Inc., Manor Care, Inc., and/or ManorCare Health Services, Inc. may have in connection with the pending prepetition litigation actions described in section V.D of the disclosure statement for the Plan, shall not be affected by the Plan and shall be expressly preserved in the Confirmation Order. 10.4. Term of Injunctions or Stays. Unless otherwise provided, all injunctions or stays arising under or entered during the Reorganization Cases under section 105 or 362 of the Bankruptcy Code, or otherwise, and in existence on the Confirmation Date, shall remain in full force and effect until the later of the Effective Date and the date indicated in such order. 10.5. Injunction Against Interference With Plan. Upon the entry of a Confirmation Order with respect to the Plan of Reorganization, all holders of Claims and Equity Interests and other parties in interest, along with their respective present or former employees, agents, officers, directors, or principals, shall be enjoined from taking any actions to interfere with the implementation or consummation of the Plan of Reorganization. 10.6. Exculpation. Neither the Debtors, any Disbursing Agent, the respective statutory committees of unsecured creditors appointed pursuant to section 1102 of the Bankruptcy Code in the Genesis Reorganization Cases and the Multicare Reorganization Cases, Mellon Bank, N.A., as administrative agent under, and any lender under, the Genesis Senior Lender Agreements, the Multicare Senior Lender Agreements, and the Revolving Credit and Guaranty Agreements described in Section 2.4 hereof, nor any of their respective members, officers, directors, employees, agents, or professionals shall have or incur any liability to any holder of any Claim or Equity Interest for any act or omission in connection with, or arising out of, the Reorganization Cases, the confirmation of the Plan of Reorganization, the consummation of the Plan of Reorganization, or the administration of the Plan of Reorganization or property to be distributed under the Plan of Reorganization, except for willful misconduct or gross negligence. 10.7. Retention of Causes of Action/Reservation of Rights. (a) Nothing contained in the Plan of Reorganization or the Confirmation Order shall be deemed to be a waiver or the relinquishment of any rights or causes of action that the Debtors or the Reorganized Debtors may have or which the Reorganized Debtors may choose to assert on behalf of their respective estates under any provision of the Bankruptcy Code or any applicable nonbankruptcy law, including, without limitation, (i) any and all Claims against any person or entity, to the extent such person or entity asserts a crossclaim, counterclaim, and/or Claim for setoff which seeks affirmative relief against the Debtors, the Reorganized Debtors, their officers, directors, or representatives, and (ii) the turnover of any property of the Debtors' estates; provided, however, that this Section does not apply with respect to the settlement agreements described in Sections 5.15 and 5.16 hereof. Notwithstanding the foregoing, the Debtors and the Reorganized Debtors waive all avoidance actions, except as set forth in the Plan Supplement. (b) Nothing contained in the Plan of Reorganization or the Confirmation Order shall be deemed to be a waiver or relinquishment of any claim, cause of action, right of setoff, or other legal or 31 equitable defense which the Debtors had immediately prior to the Commencement Date, against or with respect to any Claim left unimpaired by the Plan of Reorganization. The Reorganized Debtors shall have, retain, reserve, and be entitled to assert all such claims, causes of action, rights of setoff, and other legal or equitable defenses which they had immediately prior to the Commencement Date fully as if the Reorganization Cases had not been commenced, and all of the Reorganized Debtors' legal and equitable rights respecting any Claim left unimpaired by the Plan of Reorganization may be asserted after the Confirmation Date to the same extent as if the Reorganization Cases had not been commenced. SECTION 11. RETENTION OF JURISDICTION On and after the Effective Date, the Bankruptcy Court shall retain jurisdiction over all matters arising in, arising under, and related to the Reorganization Cases for, among other things, the following purposes: (a) To hear and determine applications for the assumption or rejection of executory contracts or unexpired leases and the allowance of Claims resulting therefrom. (b) To determine any motion, adversary proceeding, application, contested matter, and other litigated matter pending on or commenced after the Confirmation Date. (c) To ensure that distributions to holders of Allowed Claims are accomplished as provided herein. (d) To consider Claims or the allowance, classification, priority, compromise, estimation, or payment of any Claim, Administrative Claim, or Equity Interest. (e) To enter, implement, or enforce such orders as may be appropriate in the event the Confirmation Order is for any reason stayed, reversed, revoked, modified, or vacated. (f) To issue injunctions, enter and implement other orders, and take such other actions as may be necessary or appropriate to restrain interference by any person with the consummation, implementation, or enforcement of the Plan of Reorganization, the Confirmation Order, or any other order of the Bankruptcy Court. (g) To hear and determine any application to modify the Plan of Reorganization in accordance with section 1127 of the Bankruptcy Code, to remedy any defect or omission or reconcile any inconsistency in the Plan of Reorganization, the disclosure statement for the Plan or Reorganization, or any order of the Bankruptcy Court, including the Confirmation Order, in such a manner as may be necessary to carry out the purposes and effects thereof. (h) To hear and determine all applications under sections 330, 331, and 503(b) of the Bankruptcy Code for awards of compensation for services rendered and reimbursement of expenses incurred prior to the Confirmation Date. (i) To hear and determine disputes arising in connection with the interpretation, implementation, or enforcement of the Plan of Reorganization, the Confirmation Order, any transactions or payments contemplated hereby, or any agreement, instrument, or other document governing or relating to any of the foregoing. 32 (j) To take any action and issue such orders as may be necessary to construe, enforce, implement, execute, and consummate the Plan of Reorganization or to maintain the integrity of the Plan of Reorganization following consummation. (k) To hear any disputes arising out of, and to enforce, the order approving alternative dispute resolution procedures to resolve personal injury, employment litigation, and similar claims pursuant to section 105(a) of the Bankruptcy Code. (l) To determine such other matters and for such other purposes as may be provided in the Confirmation Order. (m) To hear and determine matters concerning state, local, and federal taxes in accordance with sections 346, 505, and 1146 of the Bankruptcy Code. (n) To hear and determine any other matters related hereto and not inconsistent with the Bankruptcy Code and title 28 of the United States Code. (o) To enter a final decree closing the Reorganization Cases. (p) To recover all assets of the Debtors and property of the Debtors' estates, wherever located. SECTION 12. MISCELLANEOUS PROVISIONS 12.1. Payment of Statutory Fees. On the Effective Date, and thereafter as may be required, the Debtors shall pay all fees payable pursuant to section 1930 of chapter 123 of title 28 of the United States Code. 12.2. Retiree Benefits. On and after the Effective Date, pursuant to section 1129(a)(13) of the Bankruptcy Code, the Reorganized Debtors shall continue to pay all retiree benefits of the Debtors (within the meaning of section 1114 of the Bankruptcy Code), at the level established in accordance with section 1114 of the Bankruptcy Code, at any time prior to the Confirmation Date, for the duration of the period for which the Debtors had obligated themselves to provide such benefits. 12.3. Dissolution of Statutory Committees of Unsecured Creditors. The respective statutory committees of unsecured creditors appointed pursuant to section 1102 of the Bankruptcy Code in the Genesis Reorganization Cases and the Multicare Reorganization Cases shall dissolve on the Effective Date, except that such statutory committees shall have the right to review and object to any applications for compensation and reimbursement of expenses filed in accordance with Section 2.2 hereof. 12.4. Substantial Consummation. On the Effective Date, the Plan of Reorganization shall be deemed to be substantially consummated under sections 1101 and 1127(b) of the Bankruptcy Code. 33 12.5. Amendments. (a) Plan of Reorganization Modifications. The Plan of Reorganization may be amended, modified, or supplemented by the Debtors or the Reorganized Debtors in the manner provided for by section 1127 of the Bankruptcy Code or as otherwise permitted by law without additional disclosure pursuant to section 1125 of the Bankruptcy Code, with the prior written consent of Mellon Bank, N.A., as administrative agent under the Genesis Senior Lender Agreements, the Multicare Senior Lender Agreements, and the Revolving Credit and Guaranty Agreements described in Section 2.4 hereof and the respective statutory committee of unsecured creditors appointed in the Genesis Reorganization Cases and Multicare Reorganization Cases, to the extent that such amendment, modification, or supplement would adversely and materially affect the treatment of the Senior Lender Claims, the Genesis General Unsecured Claims, and the Multicare General Unsecured Claims, respectively, except as the Bankruptcy Court may otherwise direct. In addition, after the Confirmation Date, so long as such action does not materially adversely affect the treatment of holders of Claims or Equity Interests under the Plan of Reorganization, the Debtors may institute proceedings in the Bankruptcy Court to remedy any defect or omission or reconcile any inconsistencies in the Plan of Reorganization or the Confirmation Order, with respect to such matters as may be necessary to carry out the purposes and effects of the Plan of Reorganization. (b) Other Amendments. Prior to the Effective Date the Debtors may make appropriate technical adjustments and modifications to the Plan of Reorganization without further order or approval of the Bankruptcy Court, provided that such technical adjustments and modifications do not adversely affect in a material way the treatment of holders of Claims or Equity Interests. 12.6. Revocation or Withdrawal of the Plan. The Debtors reserve the right to revoke or withdraw the Plan prior to the Effective Date. If the Debtors take such action, the Plan of Reorganization shall be deemed null and void. 12.7. Severability. If, prior to the entry of the Confirmation Order, any term or provision of the Plan of Reorganization is held by the Bankruptcy Court to be invalid, void, or unenforceable, the Bankruptcy Court, at the request of the Debtors, shall have the power to alter and interpret such term or provision to make it valid or enforceable to the maximum extent practicable, consistent with the original purpose of the term or provision held to be invalid, void, or unenforceable, and such term or provision shall then be applicable as altered or interpreted. Notwithstanding any such holding, alteration, or interpretation, the remainder of the terms and provisions of the Plan of Reorganization will remain in full force and effect and will in no way be affected, impaired, or invalidated by such holding, alteration, or interpretation. The Confirmation Order shall constitute a judicial determination and shall provide that each term and provision of the Plan or Reorganization, as it may have been altered or interpreted in accordance with the foregoing, is valid and enforceable pursuant to its terms. 12.8. Governing Law. Except to the extent that the Bankruptcy Code or other federal law is applicable, or to the extent an Exhibit hereto or a schedule in the Plan Supplement provides otherwise, the rights, duties, and obligations arising under the Plan of Reorganization shall be governed by, and construed and enforced in accordance with, the laws of the State of Delaware, without giving effect to the principles of conflict of laws thereof. 34 12.9. Time. In computing any period of time prescribed or allowed by the Plan of Reorganization, unless otherwise set forth herein or determined by the Bankruptcy Court, the provisions of Bankruptcy Rule 9006 shall apply. 12.10. Notices. All notices, requests, and demands to or upon the Debtors to be effective shall be in writing (including by facsimile transmission) and, unless otherwise expressly provided herein, shall be deemed to have been duly given or made when actually delivered or, in the case of notice by facsimile transmission, when received and telephonically confirmed, addressed as follows: Genesis Health Ventures, Inc. 101 East State Street Kennett Square, Pennsylvania 19348 Attn: James J. Wankmiller, Esq. Corporate Secretary and General Counsel Telephone: (610) 444-6350 Telecopier: (610) 444-3365 - and - Weil, Gotshal & Manges LLP 767 Fifth Avenue New York, New York 10153 Attn: Michael F. Walsh, Esq. Gary T. Holtzer, Esq. Telephone: (212) 310-8000 Telecopier: (212) 310-8007 - and - Richards, Layton & Finger P.A. One Rodney Square P.O. Box 551 Wilmington, Delaware 19899 Attn: Mark D. Collins, Esq. Telephone: (302) 658-6541 Telecopier: (302) 658-6548 - and - The Multicare Companies, Inc. 101 East State Street Kennett Square, Pennsylvania 19348 Attn: James J. Wankmiller, Esq. Corporate Secretary and General Counsel Telephone: (610) 444-6350 Telecopier: (610) 444-3365 35 - and - Willkie Farr & Gallagher 787 Seventh Avenue New York, New York 10019-6099 Attn: Marc Abrams, Esq. Paul V. Shalhoub, Esq. Telephone: (212) 728-8000 Telecopier: (212) 728-8111 - and - Young Conaway Stargatt & Taylor 11th Floor, Wilmington Trust Company P.O. Box 391 Wilmington, Delaware 19899-0391 Attn: James J. Patton, Esq. Robert S. Brady, Esq. Telephone: (302) 571-6600 Telecopier: (302) 571-1253 Dated: Wilmington, Delaware July 6, 2001 Respectfully submitted, GENESIS HEALTH SERVICES CORPORATION GENESIS HEALTH VENTURES, INC. ACCUMED, INC. ASCO HEALTHCARE, INC. ASCO HEALTHCARE OF NEW ENGLAND, INC. BRINTON MANOR, INC. BURLINGTON WOODS CONVALESCENT CENTER, INC. CARECARD, INC. CAREFLEET, INC. CHELTENHAM LTC MANAGEMENT, INC. COMPASS HEALTH SERVICES, INC. CONCORD HEALTHCARE CORPORATION CONCORD PHARMACY SERVICES, INC. CRESTVIEW CONVALESCENT HOME, INC. CRESTVIEW NORTH, INC. CRYSTAL CITY NURSING CENTER, INC. DELCO APOTHECARY, INC. DERBY NURSING CENTER CORPORATION DIANE MORGAN AND ASSOCIATES, INC. DOVER HEALTHCARE ASSOCIATES, INC. EASTERN MEDICAL SUPPLIES, INC. EASTERN REHAB SERVICES, INC. EIDOS, INC. 36 ENCARE OF MASSACHUSETTS, INC. GENESIS ELDERCARE ADULT DAY HEALTH SERVICES, INC. GENESIS ELDERCARE DIAGNOSTIC SERVICES, INC. GENESIS ELDERCARE HOME CARE SERVICES, INC. GENESIS ELDERCARE HOME HEALTH SERVICES- SOUTHERN, INC. GENESIS ELDERCARE HOSPITALITY SERVICES, INC. GENESIS ELDERCARE MANAGEMENT SERVICES, INC. GENESIS ELDERCARE NETWORK SERVICES, INC. GENESIS ELDERCARE NATIONAL CENTERS, INC. GENESIS ELDERCARE NETWORK SERVICES OF MASSACHUSETTS, INC. GENESIS ELDERCARE PHYSICIAN SERVICES, INC. GENESIS ELDERCARE PROPERTIES, INC. GENESIS ELDERCARE REHABILITATION MANAGEMENT SERVICES, INC. GENESIS ELDERCARE REHABILITATION SERVICES, INC. GENESIS ELDERCARE STAFFING SERVICES, INC. GENESIS ELDERCARE TRANSPORTATION SERVICES, INC. GENESIS HEALTH VENTURES OF ARLINGTON, INC. GENESIS HEALTH VENTURES OF BLOOMFIELD, INC. GENESIS HEALTH VENTURES OF CLARKS SUMMIT, INC. GENESIS HEALTH VENTURES OF INDIANA, INC. GENESIS HEALTH VENTURES OF LANHAM, INC. GENESIS HEALTH VENTURES OF MASSACHUSETTS, INC. GENESIS HEALTH VENTURES OF NAUGATUCK, INC. GENESIS HEALTH VENTURES OF NEW GARDEN, INC. GENESIS HEALTH VENTURES OF POINT PLEASANT, INC. GENESIS HEALTH VENTURES OF WAYNE, INC. GENESIS HEALTH VENTURES OF WEST VIRGINIA, INC. GENESIS HEALTH VENTURES OF WILKES-BARRE, INC. GENESIS HEALTH VENTURES OF WINDSOR, INC. GENESIS HEALTHCARE CENTERS HOLDINGS, INC. GENESIS HOLDINGS, INC. GENESIS IMMEDIATE MED CENTER, INC. GENESIS PROPERTIES OF DELAWARE CORPORATION GENESIS SELECTCARE CORP. GERIATRIC & MEDICAL COMPANIES, INC. GERIATRIC AND MEDICAL SERVICES, INC. GERIATRIC AND MEDICAL INVESTMENTS CORPORATION GERIMED CORP. GMC LEASING CORPORATION GMC MEDICAL CONSULTING SERVICES, INC. GMS MANAGEMENT-TUCKER, INC. GMS MANAGEMENT, INC. 37 GOVERNOR'S HOUSE NURSING HOME, INC. HEALTH CONCEPTS AND SERVICES, INC HEALTHCARE RESOURCES CORP. HEALTHOBJECTS CORPORATION HILLTOP HEALTH CARE CENTER, INC. HORIZON MEDICAL EQUIPMENT AND SUPPLY, INC. INNOVATIVE HEALTH CARE MARKETING, INC. INNOVATIVE PHARMACY SERVICES, INC. INSTITUTIONAL HEALTH CARE SERVICES, INC. KEYSTONE NURSING HOME, INC. KNOLLWOOD MANOR, INC. KNOLLWOOD NURSING HOME, INC. LIFE SUPPORT MEDICAL EQUIPMENT, INC. LIFE SUPPORT MEDICAL, INC. LINCOLN NURSING HOME, INC. MANOR MANAGEMENT CORP. OF GEORGIAN MANOR, INC. MCKERLEY HEALTH CARE CENTERS, INC. MEDICAL SERVICES GROUP, INC. MERIDIAN HEALTH, INC. MERIDIAN HEALTHCARE, INC. METRO PHARMACEUTICALS, INC. NATIONAL PHARMACY SERVICE, INC. NEIGHBORCARE INFUSION SERVICES, INC. NEIGHBORCARE-MEDISCO, INC. NEIGHBORCARE OF NORTHERN CALIFORNIA, INC. NEIGHBORCARE OF OKLAHOMA, INC. NEIGHBORCARE OF VIRGINIA, INC. NEIGHBORCARE OF WISCONSIN, INC. NEIGHBORCARE PHARMACIES, INC. NEIGHBORCARE PHARMACY SERVICES, INC. NEIGHBORCARE-ORCA, INC. NEIGHBORCARE-TCI, INC. NETWORK AMBULANCE SERVICES, INC. OAK HILL HEALTH CARE CENTER, INC. PHARMACY EQUITIES, INC. PHILADELPHIA AVENUE CORPORATION PROFESSIONAL PHARMACY SERVICES, INC. PROSPECT PARK LTC MANAGEMENT, INC. STATE STREET ASSOCIATES, INC. SUBURBAN MEDICAL SERVICES, INC. THE TIDEWATER HEALTHCARE SHARED SERVICES GROUP, INC. THERAPY CARE, INC. TRANSPORT SERVICES, INC. UNITED HEALTH CARE SERVICES, INC. VALLEY MEDICAL SERVICES, INC. VALLEY TRANSPORT AMBULANCE SERVICE, INC. VERSALINK, INC. VILLAS REALTY & INVESTMENTS, INC. WALNUT LTC MANAGEMENT, INC. 38 WAYSIDE NURSING HOME, INC. WEISENFLUH AMBULANCE SERVICE, INC. WEST PHILA. LTC MANAGEMENT, INC. WYNCOTE HEALTHCARE CORP. YORK LTC MANAGEMENT, INC. BY: GENESIS HEALTH VENTURES, INC., as agent and attorney-in-fact for each of the foregoing entities By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer ASCO HEALTHCARE OF NEW ENGLAND, LIMITED PARTNERSHIP BY: ASCO HEALTHCARE OF NEW ENGLAND, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer BREVARD MERIDIAN LIMITED PARTNERSHIP CATONSVILLE MERIDIAN LIMITED PARTNERSHIP EASTON MERIDIAN LIMITED PARTNERSHIP GREENSPRING MERIDIAN LIMITED PARTNERSHIP HAMMONDS LANE MERIDIAN LIMITED PARTNERSHIP MERIDIAN EDGEWOOD LIMITED PARTNERSHIP MERIDIAN PERRING LIMITED PARTNERSHIP MERIDIAN VALLEY LIMITED PARTNERSHIP MERIDIAN VALLEY VIEW LIMITED PARTNERSHIP MERIDIAN/CONSTELLATION LIMITED PARTNERSHIP MILLVILLE MERIDIAN LIMITED PARTNERSHIP BY: MERIDIAN HEALTHCARE, INC., as General Partner of each of the foregoing limited partnerships By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 39 CARE4, L.P. BY: INSTITUTIONAL HEALTH CARE SERVICES, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer EDELLA STREET ASSOCIATES BY: GENESIS HEALTH VENTURES OF CLARK SUMMIT, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer GENESIS-GEORGETOWN SNF/JV, LIMITED LIABILITY COMPANY RESPIRATORY HEALTH SERVICES, L.L.C. BY: GENESIS HEALTH VENTURES, INC., its Member By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer GENESIS ELDERCARE EMPLOYMENT SERVICES, LLC BY: GENESIS ELDERCARE MANAGEMENT SERVICES, INC., its Member By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 40 GENESIS HEALTH VENTURES OF WEST VIRGINIA, LIMITED PARTNERSHIP BY: GENESIS HEALTH VENTURES OF WEST VIRGINIA, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer GENESIS PROPERTIES LIMITED PARTNERSHIP BY: GENESIS HEALTH VENTURES OF ARLINGTON, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer GENESIS PROPERTIES OF DELAWARE LTD. PARTNERSHIP, L.P. BY: GENESIS PROPERTIES OF DELAWARE CORPORATION, its General Partner By: /s/ GEORGE V. HAGER, Jr. ------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer HALLMARK HEALTHCARE LIMITED PARTNERSHIP BY: PHARMACY EQUITIES, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer MAIN STREET PHARMACY, L.L.C. BY: PROFESSIONAL PHARMACY SERVICES, INC., its Member By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 41 MCKERLEY HEALTH CARE CENTER-CONCORD LIMITED PARTNERSHIP BY: MCKERLEY HEALTH CARE CENTER-CONCORD, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer MCKERLEY HEALTH FACILITIES SEMINOLE MERIDIAN LIMITED PARTNERSHIP VOLUSIA MERIDIAN LIMITED PARTNERSHIP BY: MERIDIAN HEALTH, INC., as General Partner of each of the foregoing Limited Partnerships By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer NORRISTOWN NURSING AND REHABILITATION CENTER ASSOCIATES, LIMITED PARTNERSHIP BY: GMC-LTC MANAGEMENT, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer NORTH CAPE CONVALESCENT CENTER ASSOCIATES, L. P. NORTHWEST TOTAL CARE CENTER ASSOCIATES, L.P. BY: GERIATRIC AND MEDICAL SERVICES, INC., as General Partner for each of the foregoing Limited Partnerships By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 42 PHILADELPHIA AVENUE ASSOCIATES BY: PHILADELPHIA AVENUE CORPORATION, its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer RIVER RIDGE PARTNERSHIP RIVER STREET ASSOCIATES BY: GENESIS HEALTH VENTURES OF WILKES-BARRE, INC., as General Partner for each of the foregoing Limited Partnerships By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer STATE STREET ASSOCIATES, L.P. BY: STATE STREET ASSOCIATES, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer THERAPY CARE SYSTEMS, LP BY: GENESIS ELDERCARE REHABILITATION SERVICES, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer MULTICARE AMC, INC. ADS PALM CHELMSFORD, INC. ADS RESERVOIR WALTHAM, INC. MARKGLEN, INC. ACADEMY NURSING HOME, INC. ADS CONSULTING, INC. ADS HINGHAM ALF, INC. ADS HOME HEALTH, INC. ADS VILLAGE MANOR, INC. 43 ANR, INC. APPLEWOOD HEALTH RESOURCES, INC. ASL, INC. AUTOMATED PROFESSIONAL ACCOUNTS, INC. BERKS NURSING HOME, INC. BETHEL HEALTH RESOURCES, INC. BREYUT CONVALESCENT CENTER, INC. BRIGHTWOOD PROPERTY, INC. CENTURY CARE CONSTRUCTION, INC. CENTURY CARE MANAGEMENT, INC. CHEATEAU VILLAGE HEALTH RESOURCES, INC. CHG INVESTMENT CORP., INC. CHNR - 1, INC. COLONIAL HALL HEALTH RESOURCES, INC. COLONIAL HOUSE HEALTH RESOURCES, INC. CONCORD CAMPANION CARE, INC. CONCORD HEALTHCARE SERVICES, INC. CONCORD HEALTH GROUP, INC. CONCORD HOME HEALTH, INC. CONCORD REHAB, INC. CONCORD SERVICE CORPORATION CVNR, INC. DAWN VIEW MANOR, INC. DELM NURSING, INC. ELDERCARE RESOURCES CORP. ELMWOOD HEALTH RESOURCES, INC. ENCARE OF MENDHAM, INC. ENCARE OF PENNYPACK, INC. ENR, INC. GENESIS ELDERCARE CORP. GLENMARK ASSOCIATES - DAWN VIEW MANOR, INC. GLENMARK PROPERTIES, INC. GMA - BRIGHTWOOD, INC. GMA - MADISON, INC. GMA - CONSTRUCTION, INC. GMA UNIONTOWN, INC. HEALTH RESOURCES OF ACADEMY MANOR, INC. HEALTH RESOURCES OF BOARDMAN, INC. HEALTH RESOURCES OF BRIDGETON, INC. HEALTH RESOURCES OF BROOKLYN, INC. HEALTH RESOURCES OF CEDAR GROVE, INC. HEALTH RESOURCES OF CINNAMINSON, INC. HEALTH RESOURCES OF COLCHESTER, INC. HEALTH RESOURCES OF COLUMBUS, INC. HEALTH RESOURCES OF CRANBURY, INC. HEALTH RESOURCES OF ENGLEWOOD, INC. HEALTH RESOURCES OF EATONTOWN, INC. HEALTH RESOURCES OF EWING, INC. HEALTH RESOURCES OF FARMINGTON, INC. HEALTH RESOURCES OF GARDNER, INC. HEALTH RESOURCES OF GLASTONBURY, INC. 44 HEALTH RESOURCES OF JACKSON, INC. HEALTH RESOURCES OF KARAMENTA AND MADISON, INC. HEALTH RESOURCES OF LAKEVIEW, INC. HEALTH RESOURCES OF LEMONT, INC. HEALTH RESOURCES OF LYNN, INC. HEALTH RESOURCES OF MARCELLA, INC. HEALTH RESOURCES OF MONTCLAIR, INC. HEALTH RESOURCES OF MORRISTOWN, INC. HEALTH RESOURCES OF NORFOLK, INC HEALTH RESOURCES OF NORTH ANDOVER, INC. HEALTH RESOURCES OF NORWALK, INC. HEALTH RESOURCES OF PENNINGTON, INC. HEALTH RESOURCES OF RIDGEWOOD, INC. HEALTH RESOURCES OF ROCKVILLE, INC. HEALTH RESOURCES OF SOLOMONT/BROOKLINE, INC. HEALTH RESOURCES OF SOUTH BRUNSWICK, INC. HEALTH RESOURCES OF TROY HILL, INC. HEALTH RESOURCES OF VOORHEES, INC. HEALTH RESOURCES OF WESTWOOD, INC. HEALTHCARE REHAB SYSTEMS, INC. HELSTAT, INC. HMNR REALTY, INC. HNCA, INC. HORIZON MOBILE, INC. HORIZON REHABILITATION, INC. SCHUYLKILL NURSING HOMES, INC. SCHUYLKILL PARTNERSHIP ACQUISITION CORPORATION SCOTCHWOOD MASS. HOLDING CO., INC. SENIOR LIVING VENTURES, INC. SENIOR SOURCE, INC. SNOW VALLEY HEALTH RESOURCES, INC. SVNR, INC. THE ADS GROUP, INC. RIDGELAND HEALTH RESOURCES, INC. RIVER PINES HEALTH RESOURCES, INC. RIVERSHORES HEALTH RESOURCES, INC. RLNR, INC. ROPHEL CONVALESCENT CENTER, INC. ROSE HEALTHCARE, INC. ROSE VIEW MANOR, INC. ROXBOROUGH NURSING HOME, INC. RSNR, INC. LWNR, INC. MABRI CONVALESCENT CENTER, INC. MARSHFIELD HEALTH RESOURCES, INC. MHNR, INC. MNR, INC. MONTGOMERY NURSING HOMES, INC. MULTICARE HOME HEALTH OF ILLINOIS, INC. NORTHWESTERN MANAGEMENT SERVICES, INC. NURSING AND RETIREMENT CENTER OF THE ANDOVERS, INC. 45 ARACADIA ASSOCIATES PHC OPERATING CORP. POCOHANTAS CONTINUOUS CARE CENTER, INC. POMPTON CARE, INC. PRESCOTT NURSING HOME, INC. PROGRESSIVE REHABILITATION CENTERS, INC. PROVIDENCE FUNDING CORPORATION PROVIDENCE HEALTH CARE, INC. PROVIDENCE MEDICAL, INC. REST HAVEN NURSING HOME, INC. HR OF CHARLESTON, INC. HRWV HUNTINGTON, INC. LAKEWOOD HEALTH RESOURCES, INC. LAUREL HEALTH RESOURCES, INC. LEHIGH NURSING HOMES, INC. LRC HOLDING COMPANY S.T.B. INVESTORS, LTD. THE ASSISTED LIVING ASSOCIATES OF BERKSHIRE, INC. THE ASSISTED LIVING ASSOCIATES OF LEHIGH, INC. THE ASSISTED LIVING ASSOCIATES OF SANATOGA, INC. THE ASSISTED LIVING ASSOCIATES OF WALL, INC. THE HOUSE OF CAMPBELL, INC. TM ACQUISITION CORP. TRI-STATE MOBILE MEDICAL SERVICES, INC. WILLOW MANOR NURSING HOME, INC. WESTFORD NURSING AND RETIREMENT CENTER, INC. RVNR, INC. HORIZON ASSOCIATES, INC. HEALTH RESOURCES OF WARWICK, INC. HEALTH RESOURCES OF WALLINGFORD, INC. HEALTH RESOURCES OF MIDDLETOWN (RI), INC. HEALTH RESOURCES OF GROTON, INC. HEALTH RESOURCES OF CUMBERLAND, INC. HEALTH RESOURCES OF ARCADIA, INC. ENCARE OF WYNCOTE, INC. ENCARE OF QUAKERTOWN, INC. ADS SENIOR HOUSING, INC. ADS RECUPERATIVE CENTER, INC. ADS HINGHAM NURSING FACILITY, INC. ADS APPLE VALLEY, INC. ADS/MULTICARE, INC. GLENMARK ASSOCIATES, INC. GMA PARTNERSHIP HOLDING COMPANY, INC. STAFFORD CONVALESCENT CENTER, INC. 46 THE MULTICARE COMPANIES, INC. NORTH MADISON, INC. BY: GENESIS ELDERCARE CORPORATION, as agent and attorney-in-fact for each of the foregoing entities By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer CARE HAVEN ASSOCIATES LIMITED PARTNERSHIP GLENMARK PROPERTIES I, LIMITED PARTNERSHIP POINT PLEASANT HAVEN LIMITED PARTNERSHIP RALEIGH MANOR LIMITED PARTNERSHIP ROMNEY HEALTH CARE CENTER LTD. LIMITED PARTNERSHIP SISTERVILLE HAVEN LIMITED PARTNERSHIP TEAYS VALLEY HAVEN LIMITED PARTNERSHIP BY: GLENMARK ASSOCIATES, INC., as General Partner of each of the foregoing limited partnerships By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer ADS HINGHAM LIMITED PARTNERSHIP BY: ADS HINGHAM NURSING FACILITY, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer ADS RECUPERATIVE CENTER LIMITED PARTNERSHIP BY: ADS RECUPERATIVE CENTER, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 47 WESTFORD NURSING AND RETIREMENT CENTER, LIMITED PARTNERSHIP BY: WESTFORD NURSING AND RETIREMENT CENTER, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer ADS APPLE VALLEY LIMITED PARTNERSHIP BY: ADS APPLE VALLEY, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer HOLLY MANOR ASSOCIATES OF NEW JERSEY, L.P. BY: ENCARE OF MENDHAM, L.L.C., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer of The Multicare Companies, Inc. for and as the Majority Member of Encare of Mendham, L.L.C. MERCERVILLE ASSOCIATES OF NEW JERSEY, L.P. BY: BREYUT CONVALESCENT CENTER, L.L.C., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer MIDDLETOWN (RI) ASSOCIATE OF RHODE ISLAND, L.P. BY: HEALTH RESOURCES OF MIDDLETOWN (RI), INC., its General zartner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 48 POMPTON ASSOCIATES, L.P. BY: POMPTON CARE, L.L.C., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer of The Multicare Companies, Inc. for and as Majority Member of Pompton Care, L.L.C. THE STRAUS GROUP - OLD BRIDGE, L.P. BY: HEALTH RESOURCES OF EMERY, L.L.C., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer of The Multicare Companies, Inc. for and as Majority Member of Health Resources of Emery, L.L.C. THE STRAUS GROUP - RIDGEWOOD, L.P. BY: HEALTH RESOURCES OF RIDGEWOOD, L.L.C., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer of The Multicare Companies, Inc. for and as Majority Member of Health Resources of Ridgewood, L.L.C. WALLINGFORD ASSOCIATES OF CONNECTICUT, L.P. BY: HEALTH RESOURCES OF WALLINGFORD, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 49 WARWICK ASSOCIATES OF RHODE ISLAND, L.P. BY: HEALTH RESOURCES OF WARWICK, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer THE STRAUS GROUP - HOPKINS HOUSE, L.P. BY: ENCARE OF WYNCOTE, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer THE STRAUS GROUP - QUAKERTOWN MANOR, L.P. BY: ENCARE OF QUAKERTOWN, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer CUMBERLAND ASSOCIATES OF RHODE ISLAND, L.P BY: HEALTH RESOURCES OF CUMBERLAND, INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer GROTON ASSOCIATES OF CONNECTICUT, L.P. BY: HEALTH RESOURCES OF GROTON INC., its General Partner By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer HEALTH RESOURCES OF BRIDGETON, L.L.C. HEALTH RESOURCES OF CINNAMINSON, L.L.C. 50 HEALTH RESOURCES OF CRANBURY, L.L.C. HEALTH RESOURCES OF ENGLEWOOD, L.L.C. HEALTH RESOURCES OF EWING, L.L.C. HEALTH RESOURCES OF FAIRLAWN, L.L.C. HEALTH RESOURCES OF JACKSON, L.L.C. HEALTH RESOURCES OF WEST ORANGE, L.L.C. ROEPHEL CONVALESCENT CENTER, L.L.C. TOTAL REHABILITATION CENTER, L.L.C. POMPTON CARE, L.L.C. HEALTH RESOURCES OF LAKEVIEW, L.L.C. HEALTH RESOURCES OF RIDGEWOOD, L.L.C. HEALTH RESOURCES OF EMERY, L.L.C. ENCARE OF MENDHAM. L.L.C. BREYUT CONVALESCENT CENTER, L.L.C. BY: THE MULTICARE COMPANIES, INC., as Member of the foregoing Limited Liability Companies By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer GLENMARK LIMITED LIABILITY COMPANY I BY: GLENMARK ASSOCIATES, INC., its Member By: /s/ GEORGE V. HAGER, Jr. -------------------------------- Name: George V. Hager, Jr. Title: Executive Vice President, Chief Financial Officer 51 EXHIBITS AND SCHEDULE TO THE PLAN OF REORGANIZATION EXHIBIT A GENESIS DEBTORS 1. Genesis Health Services Corporation. 2. Genesis Health Ventures, Inc. 3. Asco Healthcare of New England, Limited Partnership 4. Brevard Meridian Limited Partnership 5. Care4, L.P. 6. Catonsville Meridian Limited Partnership 7. Easton Meridian Limited Partnership 8. Edella Street Associates 9. Genesis-Georgetown SNF/JV, Limited Liability Company 10. Genesis Eldercare Employment Services, LLC 11. Genesis Health Ventures of West Virginia, Limited Partnership 12. Genesis Properties Limited Partnership 13. Genesis Properties of Delaware Ltd. Partnership, LP 14. Greenspring Meridian Limited Partnership 15. Hallmark Healthcare Limited Partnership 16. Hammonds Lane Meridian Limited Partnership 17. Main Street Pharmacy, L.L.C. 18. McKerley Health Care Center-Concord Limited Partners 19. McKerley Health Facilities 20. Meridian Edgewood Limited Partnership 21. Meridian Perring Limited Partnership 22. Meridian Valley Limited Partnership 23. Meridian Valley View Limited Partnership 24. Meridian/Constellation Limited Partnership 25. Millville Meridian Limited Partnership 26. Norristown Nursing and Rehabilitation Center Associates, Limited Partnership 27. North Cape Convalescent Center Associates, L.P. 28. Northwest Total Care Center Associates, L.P. 29. Philadelphia Avenue Associates 30. Respiratory Health Services, LLC 31. River Ridge Partnership 32. River Street Associates 33. Seminole Meridian Limited Partnership 34. State Street Associates, L.P. 35. Therapy Care Systems, LP 36. Volusia Meridian Limited Partnership 37. Accumed, Inc. 38. Asco Healthcare, Inc. 39. Asco Healthcare of New England, Inc. 40. Brinton Manor, Inc. 41. Burlington Woods Convalescent Center, Inc. 42. Carecard, Inc. 43. Carefleet, Inc. 44. Cheltenham LTC Management, Inc. 45. Compass Health Services, Inc. 46. Concord Healthcare Corporation 47. Concord Pharmacy Services, Inc. 48. Crestview Convalescent Home, Inc. 49. Crestview North, Inc. 50. Crystal City Nursing Center, Inc. 51. Delco Apothecary, Inc. 52. Derby Nursing Center Corporation 53. Diane Morgan and Associates, Inc. 54. Dover Healthcare Associates, Inc. 55. Eastern Medical Supplies, Inc. 56. Eastern Rehab Services, Inc. 57. Eidos, Inc. 58. Encare of Massachusetts, Inc. 59. Genesis Eldercare Adult Day Health Services, Inc. 60. Genesis Eldercare Diagnostic Services, Inc. 61. Genesis Eldercare Home Care Services, Inc. 62. Genesis Eldercare Home Health Services-Southern, Inc. 63. Genesis Eldercare Hospitality Services, Inc. 64. Genesis Eldercare Management Services, Inc. 65. Genesis Eldercare Network Services, Inc. 66. Genesis Eldercare National Centers, Inc. 67. Genesis Eldercare Network Services of Massachusetts, Inc. 68. Genesis Eldercare Physician Services, Inc. 69. Genesis Eldercare Properties, Inc. 70. Genesis Eldercare Rehabilitation Management Services, Inc. 71. Genesis Eldercare Rehabilitation Services, Inc. 72. Genesis Eldercare Staffing Services, Inc. 73. Genesis Eldercare Transportation Services, Inc. i 74. Genesis Health Ventures of Arlington, Inc. 75. Genesis Health Ventures of Bloomfield, Inc. 76. Genesis Health Ventures of Clarks Summit, Inc. 77. Genesis Health Ventures of Indiana, Inc. 78. Genesis Health Ventures of Lanham, Inc. 79. Genesis Health Ventures of Massachusetts, Inc. 80. Genesis Health Ventures of Naugatuck, Inc. 81. Genesis Health Ventures of New Garden, Inc. 82. Genesis Health Ventures of Point Pleasant, Inc. 83. Genesis Health Ventures of Wayne, Inc. 84. Genesis Health Ventures of West Virginia, Inc. 85. Genesis Health Ventures of Wilkes-Barre, Inc. 86. Genesis Health Ventures of Windsor, Inc. 87. Genesis Healthcare Centers Holdings, Inc. 88. Genesis Holdings, Inc. 89. Genesis Immediate Med Center, Inc. 90. Genesis Properties of Delaware Corporation 91. Genesis Selectcare Corp. 92. Geriatric & Medical Companies, Inc. 93. Geriatric and Medical Services, Inc. 94. Geriatric and Medical Investments Corporation 95. Gerimed Corp. 96. GMC Leasing Corporation 97. GMC Medical Consulting Services, Inc. 98. GMS Management-Tucker, Inc. 99. GMS Management, Inc. 100. Governor's House Nursing Home, Inc. 101. Health Concepts and Services, Inc. 102. Healthobjects Corporation 103. Hilltop Health Care Center, Inc. 104. Horizon Medical Equipment and Supply, Inc. 105. Innovative Health Care Marketing, Inc. 106. Innovative Pharmacy Services, Inc. 107. Institutional Health Care Services, Inc. 108. Keystone Nursing Home, Inc. 109. Knollwood Manor, Inc. 110. Knollwood Nursing Home, Inc. 111. Life Support Medical Equipment, Inc. 112. Life Support Medical, Inc. 113. Lincoln Nursing Home, Inc. 114. Manor Management Corp. of Georgian Manor, Inc. 115. McKerley Health Care Centers, Inc. 116. Medical Services Group, Inc. 117. Meridian Health, Inc. 118. Meridian Healthcare, Inc. 119. Metro Pharmaceuticals, Inc. 120. National Pharmacy Service, Inc. 121. Neighborcare Infusion Services, Inc. 122. Neighborcare-Medisco, Inc. 123. Neighborcare of Northern California, Inc. 124. Neighborcare of Oklahoma, Inc. 125. Neighborcare of Virginia, Inc. 126. Neighborcare of Wisconsin, Inc. 127. Neighborcare Pharmacies, Inc. 128. Neighborcare Pharmacy Services, Inc. 129. Neighborcare-Orca, Inc. 130. Neighborcare-TCI, Inc. 131. Network Ambulance Services, Inc. 132. Oak Hill Health Care Center, Inc. 133. Pharmacy Equities, Inc. 134. Philadelphia Avenue Corporation 135. Professional Pharmacy Services, Inc. 136. Prospect Park LTC Management, Inc. 137. State Street Associates, Inc. 138. Suburban Medical Services, Inc. 139. The Tidewater Healthcare Shared Services Group, Inc. 140. Therapy Care, Inc. 141. Transport Services, Inc. 142. United Health Care Services, Inc. 143. Valley Medical Services, Inc. 144. Valley Transport Ambulance Service, Inc. 145. Versalink, Inc. 146. Villas Realty & Investments, Inc. 147. Walnut LTC Management, Inc. 148. Wayside Nursing Home, Inc. 149. Weisenfluh Ambulance Service, Inc. 150. West Phila. LTC Management, Inc. 151. Wyncote Healthcare Corp. 152. York LTC Management, Inc. 153. Healthcare Resources Corp. ii EXHIBIT B MULTICARE DEBTORS 1. Multicare AMC, Inc. 2. ADS Hingham Limited Partnership 3. ADS Palm Chelmsford, Inc. 4. ADS Reservoir Waltham, Inc. 5. Arcadia Associates 6. Health Resources of Lakeview, L.L.C. 7. Care Haven Associates Limited Partnership 8. Cumberland Associates of Rhode Island, L.P. 9. Glenmark Limited Liability Company I 10. Glenmark Properties I, Limited Partnership 11. Groton Associates of Connecticut, L.P. 12. Health Resources of Bridgeton, L.L.C. 13. Health Resources of Cinnaminson, L.L.C. 14. Health Resources of Cranbury, L.L.C. 15. Health Resources of Englewood, L.L.C. 16. Health Resources of Ewing, L.L.C. 17. Health Resources of Fairlawn, L.L.C. 18. Health Resources of Jackson, L.L.C. 19. Health Resources of West Orange, L.L.C. 20. Holly Manor Associates of New Jersey, L.P. 21. Markglen, Inc. 22. Mercerville Associates of New Jersey, L.P. 23. Middletown (RI) Associate of Rhode Island, L.P. 24. Point Pleasant Haven Limited Partnership 25. Raleigh Manor Limited Partnership 26. Roephel Convalescent Center, L.L.C. 27. Romney Health Care Center Ltd. Limited Partnership 28. Sisterville Haven Limited Partnership 29. Teays Valley Haven Limited Partnership 30. The Straus Group - Hopkins House, L.P. 31. The Straus Group - Old Bridge, L.P. 32. The Straus Group - Quakertown Manor, L.P. 33. The Straus Group - Ridgewood, L.P. 34. Total Rehabilitation Center, L.L.C. 35. Wallingford Associates of Connecticut, L.P. 36. Warwick Associates of Rhode Island, L.P. 37. Academy Nursing Home, Inc. 38. ADS Consulting, Inc. 39. ADS Hingham ALF, Inc. 40. ADS Home Health, Inc. 41. ADS Village Manor, Inc. 42. ANR, Inc. 43. Applewood Health Resources, Inc. 44. ASL, Inc. 45. Automated Professional Accounts, Inc. 46. Berks Nursing Home, Inc. 47. Bethel Health Resources, Inc. 48. Breyut Convalescent Center, Inc. 49. Brightwood Property, Inc. 50. Century Care Construction, Inc. 51. Century Care Management, Inc. 52. Cheateau Village Health Resources, Inc. 53. CHG Investment Corp., Inc. 54. CHNR - 1, Inc. 55. Colonial Hall Health Resources, Inc. 56. Colonial House Health Resources, Inc. 57. Concord Campanion Care, Inc. 58. Concord Healthcare Services, Inc. 59. Concord Health Group, Inc. 60. Concord Home Health, Inc. 61. Concord Rehab, Inc. 62. Concord Service Corporation 63. CVNR, Inc. 64. Dawn View Manor, Inc. 65. DELM Nursing, Inc. 66. Eldercare Resources Corp. 67. Elmwood Health Resources, Inc. 68. Encare of Mendham, Inc. 69. Encare of Pennypack, Inc. 70. ENR, Inc. 71. Genesis Eldercare Corp. 72. Glenmark Associates - Dawn View Manor, Inc. 73. Glenmark Properties, Inc. 74. GMA - Brightwood, Inc. 75. GMA - Madison, Inc. 76. GMA - Construction, Inc. 77. GMA Uniontown, Inc. 78. Health Resources of Academy Manor, Inc. 79. Health Resources of Boardman, Inc. 80. Health Resources of Bridgeton, Inc. 81. Health Resources of Brooklyn, Inc. 82. Health Resources of Cedar Grove, Inc. 83. Health Resources of Cinnaminson, Inc. 84. Health Resources of Colchester, Inc. 85. Health Resources of Columbus, Inc. 86. Health Resources of Cranbury, Inc. 87. Health Resources of Englewood, Inc. 88. Health Resources of Eatontown, Inc. 89. Health Resources of Ewing, Inc. i 90. Health Resources of Farmington, Inc. 91. Health Resources of Gardner, Inc. 92. Health Resources of Glastonbury, Inc. 93. Health Resources of Jackson, Inc. 94. Health Resources of Karamenta and Madison, Inc. 95. Health Resources of Lakeview, Inc. 96. Health Resources of Lemont, Inc. 97. Health Resources of Lynn, Inc. 98. Health Resources of Marcella, Inc. 99. Health Resources of Montclair, Inc. 100. Health Resources of Morristown, Inc. 101. Health Resources of Norfolk, Inc. 102. Health Resources of North Andover, Inc. 103. Health Resources of Norwalk, Inc. 104. Health Resources of Pennington, Inc. 105. Health Resources of Ridgewood, Inc. 106. Health Resources of Rockville, Inc. 107. Health Resources of Solomont/Brookline, Inc. 108. Health Resources of South Brunswick, Inc. 109. Health Resources of Troy Hill, Inc. 110. Health Resources of Voorhees, Inc. 111. Health Resources of Westwood, Inc. 112. Healthcare Rehab Systems, Inc. 113. Helstat, Inc. 114. HMNR Realty, Inc. 115. HNCA, Inc. 116. Horizon Mobile, Inc. 117. Horizon Rehabilitation, Inc. 118. HR of Charleston, Inc. 119. HRWV Huntington, Inc. 120. Lakewood Health Resources, Inc. 121. Laurel Health Resources, Inc. 122. Lehigh Nursing Homes, Inc. 123. LRC Holding Company 124. LWNR, Inc. 125. Mabri Convalescent Center, Inc. 126. Marshfield Health Resources, Inc. 127. MHNR, Inc. 128. MNR, Inc. 129. Montgomery Nursing Homes, Inc. 130. Multicare Home Health of Illinois, Inc. 131. Northwestern Management Services, Inc. 132. Nursing and Retirement Center of the Andovers, Inc. 133. PHC Operating Corp. 134. Pocohantas Continuous Care Center, Inc. 135. Pompton Care, Inc. 136. Prescott Nursing Home, Inc. 137. Progressive Rehabilitation Centers, Inc. 138. Providence Funding Corporation 139. Providence Health Care, Inc. 140. Providence Medical, Inc. 141. Rest Haven Nursing Home, Inc. 142. Ridgeland Health Resources, Inc. 143. River Pines Health Resources, Inc. 144. Rivershores Health Resources, Inc. 145. RLNR, Inc. 146. Rophel Convalescent Center, Inc. 147. Rose Healthcare, Inc. 148. Rose View Manor, Inc. 149. Roxborough Nursing Home, Inc. 150. RSNR, Inc. 151. S.T.B. Investors, LTD. 152. Schuylkill Nursing Homes, Inc. 153. Schuylkill Partnership Acquisition Corporation 154. Scotchwood Mass. Holding Co., Inc. 155. Senior Living Ventures, Inc. 156. Senior Source, Inc. 157. Snow Valley Health Resources, Inc. 158. SVNR, Inc. 159. The ADS Group, Inc. 160. The Assisted Living Associates of Berkshire, Inc. 161. The Assisted Living Associates of Lehigh, Inc. 162. The Assisted Living Associates of Sanatoga, Inc. 163. The Assisted Living Associates of Wall, Inc. 164. The House of Campbell, Inc. 165. TM Acquisition Corp. 166. Tri-State Mobile Medical Services, Inc. 167. Westford Nursing and Retirement Center, Limited Partnership 168. Willow Manor Nursing Home, Inc. 169. Pompton Associates, L.P. 170. Pompton Care, L.L.C. 171. Health Resources of Ridgewood, L.L.C. 172. Health Resources of Emery, L.L.C. 173. Encare of Mendham. L.L.C. 174. Breyut Convalescent Center, L.L.C. 175. ADS Recuperative Center Limited Partnership 176. Westford Nursing and Retirement Center, Inc. 177. RVNR, Inc. 178. Horizon Associates, Inc. 179. Health Resources of Warwick, Inc. 180. Health Resources of Wallingford, Inc. ii 181. Health Resources of Middletown (RI), Inc. 182. Health Resources of Groton, Inc. 183. Health Resources of Cumberland, Inc. 184. Health Resources of Arcadia, Inc. 185. Encare of Wyncote, Inc. 186. Encare of Quakertown, Inc. 187. ADS Senior Housing, Inc. 188. ADS Recuperative Center, Inc. 189. ADS Hingham Nursing Facility, Inc. 190. ADS Apple Valley, Inc. 191. ADS/Multicare, Inc. 192. Glenmark Associates, Inc. 193. GMA Partnership Holding Company, Inc. 194. Stafford Convalescent Center, Inc. 195. The Multicare Companies, Inc. 196. North Madison, inc. 197. ADS Apple Valley Limited Partnership iii SCHEDULE 8.1 SCHEDULE OF REJECTED CONTRACTS GENESIS DEBTORS 1. Vending services agreement, dated as of March 21, 1998, between Genesis Health Ventures, Inc. and Take-A-Break 2. Postage meter lease agreement, dated as of January 10, 2000, between NeighborCare of Oklahoma, Inc. and Pitney Bowes Credit Corporation 3. Computer lease agreement, dated as of November 3, 1999, between Geriatric & Medical Services, Inc. and Dell Financial Services 4. Radiology agreement, dated as of July 2, 1997, between Meridian Healthcare, Inc. and Radiation Physics 5. Dental agreement, dated as of July 23, 1997, between Meridian Healthcare, Inc. and Anthony Gregorio DDS 6. Elevator maintenance agreement, dated as of July 8, 1997, between Meridian Healthcare, Inc. and General Elevator 7. Exterminator service agreement, dated as of December 28, 1998, between Meridian Healthcare, Inc. and Western Pest 8. Generator agreement, dated as of September 17, 1998, between Meridian Healthcare, Inc. and Advanced Equipment 9. Lawn exterminator agreement, dated as of November 1, 1999, between Meridian Healthcare, Inc. and TruGreen ChemLawn 10. Diagnostic lab agreement, dated as of January 1, 1999, between Meridian Healthcare, Inc. and Quest Laboratories 11. Medical record consulting agreement, dated as of November 28, 1997, between Meridian Healthcare, Inc. and Clinical Record Consulting 12. Social services agreement, dated as of December 8, 1998, between Meridian Healthcare, Inc. and Laurie Trusty, MSW, ACSW, and LCSW-C 13. Vending machine agreement, dated as of July 6, 1997, between Meridian Healthcare, Inc. and Black Tie Service 14. Hazardous waste removal agreement, dated as of June 1, 1997, between Meridian Healthcare, Inc. and Waste Management of Montgomery County 15. Sprinkler system agreement, dated as of February 17, 1997, between Meridian Healthcare, Inc. and Livingston Fire Protection, Inc. 16. Transfer agreement, dated as of February 1, 1998, between Meridian Healthcare, Inc. and Montgomery General Hospital i MULTICARE DEBTORS 1. Cable television agreement, dated as of September 27, 1999, between Health Resources of Kamenta & Madison, Inc. and SkyCable TV of Madison, LLC 2. Medical staffing agreement, dated as of June 1, 2000, between Health Resources of Kamenta & Madison, Inc. and Healthcare Specialists, Inc. 3. Staffing agreement, dated as of June 20, 2000, between Health Resources of Kamenta & Madison, Inc. and Country Nurses, Inc. 4. HCFA information review agreement, dated as of January 7, 2000, between Health Resources of Kamenta & Madison, Inc. and MetaStar, Inc. 5. Medical director agreement, dated as of December 1, 1998, between Health Resources of Kamenta & Madison, Inc. and Dr. Leroy Walsh 6. Health care consulting agreement, dated as of November 8, 1999, between Health Resources of Kamenta & Madison, Inc. and Dorothy Anderson ART/ Anderson Consulting Services 7. Insurance provider agreement, dated as of February 15, 1999, between Health Resources of Kamenta & Madison, Inc. and Premier/Dean Health Plan, Inc. 8. Security agreement, dated as of September 14, 1995, between Health Resources of Kamenta & Madison, Inc. and ADT Security Systems West, Inc. 9. Bird watching agreement, dated as of October 6, 1994, between Health Resources of Kamenta & Madison, Inc. and Living Design, Inc. 10. Hair care agreement, dated as of February 26, 1999, between Health Resources of Kamenta & Madison, Inc. and Classic Hair Care, LLC 11. Medicaid electronic data system billing agreement, dated as of October 2, 1995, between Health Resources of Kamenta & Madison, Inc. and State of Wisconsin, Department of Heath Services 12. Fire protection agreement, dated as of February 12, 1999, between Health Resources of Kamenta & Madison, Inc. and Grinnell 13. Optometry agreement, dated as of March 2, 1999, between Health Resources of Kamenta & Madison, Inc. and Health Drive Medical & Dental Practices 14. Podiatry agreement, dated as of April 2, 1999, between Health Resources of Kamenta & Madison, Inc. and Health Drive Medical & Dental Practices 15. Pay Phone agreement, dated as of August 1, 1996, between Health Resources of Kamenta & Madison, Inc. and Ameritech 16. Bio-Med waste agreement, dated as of March 29, 1999, between Health Resources of Kamenta & Madison, Inc. and Stericycle, Inc. 17. Medical infectious waste disposal agreement, dated as of August 17, 1998, between Health Resources of Kamenta & Madison, Inc. and Madison Energy Recovery, Inc. 18. Respite Care agreement, dated as of October 1, 1999, between Health Resources of Kamenta & Madison, Inc. and Community Living Alliance 19. Staffing agreement, dated as of May 2, 2000, between Health Resources of Columbus, Inc. and Healthcare Staffing 20. Service agreement, dated as of April 26, 2000, between Health Resources of Columbus, Inc. and Heartline Medix, Inc. ii 21. Service agreement, dated as of November 3, 1993, between Health Resources of Columbus, Inc. and Divine Savior Hospital/Audiology 22. Service agreement, dated as of February 15, 1995, between Health Resources of Columbus, Inc. and Muzak-Advertising On Hold 23. Service agreement, dated as of December 6, 1993, between Health Resources of Columbus, Inc. and Living Design 24. Service agreement, dated as of April 1, 1998, between Health Resources of Columbus, Inc. and Shelia Niggemeier 25. Equipment agreement, dated as of January 18, 1989, between Health Resources of Columbus, Inc. and Ecolab 26. Service agreement, dated as of March 12, 1999, between Health Resources of Columbus, Inc. and Stericycle 27. Equipment agreement, dated as of February 8, 1999, between Health Resources of Columbus, Inc. and Grinnell Fire Protection 28. Vehicle lease agreement, dated as of December 12, 1998, between Health Resources of Columbus, Inc. and PNC 29. Consulting agreement, dated as of January 20, 1998, between Health Resources of Columbus, Inc. and Healthdrive Medical 30. Hospitalization service agreement, dated as of October 6, 1998, between Health Resources of Columbus, Inc. and Columbus Community Hospital 31. Laboratory service agreement, dated as of October 6, 1998, between Health Resources of Columbus, Inc. and Columbus Community Hospital 32. Medical director agreement, dated as of September 30, 1996, between Health Resources of Columbus, Inc. and Dr. Bruce A. Kraus 33. Service agreement, dated as of October 1, 1998, between Health Resources of Columbus, Inc. and Sandy Roof 34. Service agreement, dated as of May 1, 2000, between Health Resources of Columbus, Inc. and Preferred Podiatry 35. Service agreement, dated as of February 26, 1998, between Health Resources of Columbus, Inc. and Marla Davis Psychotherapy 36. Equipment agreement, dated as of January 9, 1997, between Health Resources of Columbus, Inc. and Storage Plus 37. Service agreement, dated as of January, 2000, between Health Resources of Columbus, Inc. and Safeco 38. Equipment agreement, dated as of December, 1994, between Health Resources of Columbus, Inc. and Lake City Vending 39. Service agreement, dated as of July 22, 1999, between Health Resources of Columbus, Inc. and Wil-Kil Pest 40. Participation agreement, dated as of November 1, 1999, between Health Resources of Columbus, Inc. and Department of Health & Social Services iii 41. Participation agreement, dated as of September 1, 1992, between Health Resources of Columbus, Inc. and State of Wisconsin 42. Participation agreement, dated as of March 11, 1998, between Health Resources of Columbus, Inc. and Dean Health Plan 43. Participation agreement, dated as of March 8, 1996, between Health Resources of Columbus, Inc. and Group Health Cooperative 44. Service agreement, dated as of June 21, 2000, between Health Resources of Columbus, Inc. and Country Nurses 45. Service agreement, dated as of November 8, 1999, between Health Resources of Columbus, Inc. and 1 Health Plan iv
EX-99 9 tech.txt EXHIBIT T3E-3 EXHIBIT T3E-3 UNITED STATES BANKRUPTCY COURT DISTRICT OF DELAWARE ------------------------------------------- X : IN RE : CHAPTER 11 CASE NO. : GENESIS HEALTH VENTURES, INC., ET AL., : 00-2692 (JHW) : DEBTORS. : : (JOINTLY ADMINISTERED) ------------------------------------------- X : IN RE : CHAPTER 11 CASE NO. : MULTICARE AMC, INC., ET AL., : 00-2494 (JHW) : DEBTORS. : : (JOINTLY ADMINISTERED) ------------------------------------------- X TECHNICAL AMENDMENTS TO DEBTORS' JOINT PLAN OF REORGANIZATION ------------------------------------- Genesis Health Ventures, Inc. ("Genesis"), The Multicare Companies, Inc. ("Multicare"), and the other above-captioned debtors and debtors in possession (collectively with Genesis and Multicare, the "Debtors") hereby file these Technical Amendments to the Debtors' Joint Plan of Reorganization, dated July 6, 2001 (the "Plan").(1) 1. Section 1.31 of the Plan (Definitions/Genesis Other Secured Claim) is amended as follows: at the end of the second line after the words "Genesis Senior Lender Claim", insert the words ", but including Secured -------------- (1) Unless otherwise defined, capitalized terms used herein shall have the meanings ascribed thereto in the Plan. Claims in the amount of $50,000,000 of the lender parties to the documents described in clause (ii) of the definition of Genesis Senior Lender Agreements." 2. Section 1.36 of the Plan (Definitions/Genesis Senior Lender Claim) is amended as follows: at the end of the sixth line after the number "$17,290,962", insert the words ", and the Claims of the lender parties to the documents described in clause (ii) of the definition of Genesis Senior Lender Agreements are Genesis Senior Lender Claims to the extent of $28,236,000." 3. Section 1.57 of the Plan (Definitions/Plan Documents) is amended as follows: a. in the sixth line after the designation (viii), delete the words "the settlement agreement referred to in Section 5.15 hereof, (ix)" b. in the seventh line, replace the designation "(x)" with the designation "(ix)". 4. Section 2.3 of the Plan (Administrative Expense Claims and Priority Tax Claims/Priority Tax Claims) is amended as follows: in the eighth line after the words "Allowed Priority Tax Claim" insert the words "; provided, however, that any Allowed Priority Tax Claim belonging to the Internal Revenue Service shall receive quarterly, rather than annual, Cash payments". 5. Section 3.3 of the Plan (Classification of Claims and Equity Interests/Subclasses for Class G1) is amended as follows: insert the words "101 E. State Street, Kennett Square, Pa." in the second to last line of the second column of the table underneath the words "Woodmont Center." 2 6.Section 4.1 of the Plan (Treatment of Claims and Equity Interests/Genesis Other Secured Claims (Class G1)) is amended as follows: a. insert the words "G1-5, G1-6, G1-7," in the first line after the words "Except for the Genesis Other Secured Claims in Subclasses." b. add the following subparagraphs (d), (e), and (f) after subparagraph (c): (d) Subclass G1-5. As of the Effective Date, all of the Genesis Debtors' obligations under, pursuant to, and in connection with (i) the 8.875% First Mortgage Revenue Refunding Bonds (Edella Street Associates Project), Series 1992, due September 1, 2014 (the "Lackawanna Bonds"), issued pursuant to that certain Trust Indenture, dated as of June 1, 1992 (the "Lackawanna Indenture"), between the Lackawanna County Industrial Development Authority and Fidelity Bank, National Association ("Fidelity", predecessor to Allfirst Bank ("Allfirst")), as indenture trustee, and (ii) any and all documents, agreements, and instruments executed in connection with the Lackawanna Bonds, including, without limitation, the Lackawanna Indenture and that certain Mortgage And Security Agreement dated as of June 1, 1992 (collectively, the "Lackawanna Bond Documents"), shall be reinstated and shall be the obligations of the Reorganized Debtors. As of the Effective Date, the Lackawanna Bond Documents shall be deemed reinstated in their entirety, and all legal, equitable, and contractual rights under the Lackawanna Bond Documents and the Lackawanna Bonds shall be and remain unaltered by confirmation and consummation of the Plan, including, without limitation, the extent, validity, priority, and perfection of all liens and security interests granted thereunder. No further filing, notice, or other action shall be required to effect the reinstatement of the Lackawanna Bond Documents and the Lackawanna Bonds, including, without limitation, the perfection of liens granted in respect thereof; provided, that the Genesis Debtors and/or the Reorganized Debtors shall obtain and execute, or cause to be obtained and executed, such replacement documents, agreements, and instruments as reasonably requested in writing by either Allfirst, as 3 indenture trustee, or by holders of the Lackawanna Bonds. On or as soon as reasonably practicable after the Effective Date, the Genesis Debtors and/or the Reorganized Debtors shall (y) cure any and all defaults under the Lackawanna Bonds and the Lackawanna Bond Documents (including, without limitation, any past due payments of principal and interest (at the nondefault rate), whether incurred prior to or after the Commencement Date), and (z) reimburse Allfirst, as indenture trustee, for all fees, expenses, and costs (including reasonable attorneys' fees and expenses) which have accrued and are required to be paid under the Lackawanna Bonds and the Lackawanna Bond Documents. (e) Subclass G1-6. As of the Effective Date, all of the Genesis Debtors' obligations under, pursuant to, and in connection with (i) The Delaware Economic Development Authority First Mortgage Revenue Refunding Bonds Series of 1993 (Dover Health Care Associates Inc. Project) (the "Delaware Bonds"), issued pursuant to that certain Trust Indenture dated as of February 1, 1993 (the "Delaware Indenture"), between The Delaware Economic Development Authority and Fidelity Bank, National Association ("Fidelity," as predecessor to Allfirst, as indenture trustee, and (ii) any and all documents, agreements and instruments executed in connection with the Delaware Bonds, including, without limitation, the Delaware Indenture, that certain Mortgage and Security Agreement dated as of February 1, 1993, and that certain Guaranty Agreement dated as of February 1, 1993, the provisions of Section 5.1 herein notwithstanding (collectively, the "Delaware Bond Documents"), shall be reinstated and shall be the obligations of the Reorganized Debtors. As of the Effective Date, the Delaware Bond Documents shall be deemed reinstated in their entirety, and all legal, equitable, and contractual rights under the Delaware Bond Documents and the Delaware Bonds shall be and remain unaltered by confirmation and consummation of the Plan, including, without limitation, the extent, validity, priority, and perfection of all liens and security interests granted thereunder. No further filing, notice, or other action shall be required to effect the reinstatement of the Delaware Bond Documents and the Delaware Bonds, including, without limitation, the perfection of liens granted in respect thereof; provided, that the Genesis Debtors and/or 4 the Reorganized Debtors shall obtain and execute, or cause to be obtained and executed, such replacement documents, agreements, and instruments as reasonably requested in writing by either Allfirst, as indenture trustee, or by holders of the Delaware Bonds. On or as soon as reasonably practicable after the Effective Date, the Genesis Debtors and/or the Reorganized Debtors shall (y) cure any and all defaults under the Delaware Bonds and the Delaware Bond Documents (including, without limitation, any past due payments of principal and interest (at the nondefault rate), whether incurred prior to or after the Commencement Date), and (z) reimburse Allfirst as indenture trustee, for all expenses and costs (including reasonable attorneys' fees and expenses) which have accrued and are required to be paid under the Delaware Bonds and the Delaware Bond Documents. (f) Subclass G1-7. As of the Effective Date, all of the Genesis Debtors' obligations under, pursuant to, and in connection with (i) the 8.75% First Mortgage Revenue Refunding Bonds (River Street Associates Project), Series 1992, due June 15, 2007 (the "Luzerne Bonds"), issued pursuant to that certain Trust Indenture, dated as of June 1, 1992 (the "Luzerne Indenture"), between the Luzerne County Industrial Development Authority and Fidelity (predecessor to Allfirst), as indenture trustee, and (ii) any and all documents, agreements, and instruments executed in connection with the Luzerne Bonds, including, without limitation, the Luzerne Indenture and that certain Mortgage And Security Agreement dated as of June 1, 1992 (collectively, the "Luzerne Bond Documents"), shall be reinstated and shall be the obligations of the Reorganized Debtors. As of the Effective Date, the Luzerne Bond Documents shall be deemed reinstated in their entirety, and all legal, equitable, and contractual rights under the Luzerne Bond Documents and the Luzerne Bonds shall be and remain unaltered by confirmation and consummation of the Plan, including, without limitation, the extent, validity, priority, and perfection of all liens and security interests granted thereunder. No further filing, notice, or other action shall be required to effect the reinstatement of the Luzerne Bond Documents and the Luzerne Bonds, including, without limitation, the perfection of liens granted in respect thereof; provided, that the Genesis Debtors and/or the Reorganized Debtors shall obtain and 5 execute, or cause to be obtained and executed, such replacement documents, agreements, and instruments as reasonably requested in writing by either Allfirst, as indenture trustee, or by holders of the Luzerne Bonds. On or as soon as reasonably practicable after the Effective Date, the Genesis Debtors and/or the Reorganized Debtors shall (y) cure any and all defaults under the Luzerne Bonds and the Luzerne Bond Documents (including, without limitation, any past due payments of principal and interest (at the nondefault rate)), whether incurred prior to or after the Commencement Date), and (z) reimburse Allfirst, as indenture trustee, for all fees, expenses, and costs (including reasonable attorneys' fees and expenses) which have accrued and are required to be paid under the Luzerne Bonds and the Luzerne Bond Documents.. 7. Section 5.11 of the Plan (Means for Implementation/Cancellation of Existing Securities and Agreements) is amended as follows: in the last line after the word "indentures", add the words "; provided, further, however, that the relevant indentures, notes, and other instruments relating to Allowed Claims being reinstated and unimpaired in Class M1 shall not be canceled by this Section 5.11. 8. Section 5.12 of the Plan (Means for Implementation/Board of Directors) is amended as follows: a. Replace the word "seven" in the first line with the word "eight". b. In the fourth line after the sentence ending with the words "of Reorganized Genesis." add the following sentence: "The eighth member will be selected by the Chief Executive Officer of Reorganized Genesis." 9. Section 5.15 of the Plan (Means for Implementation/Settlement with the Federal Government) is amended as follows: 6 a. delete the words ", in the form set forth in the Plan Supplement," in the fifth and sixth lines. b. add the words ", subject to obtaining Bankruptcy Court approval" in the sixth line after the words "Plan of Reorganization". 10. Section 6.10 of the Plan (Distributions/Setoffs) is amended as follows: at the end of the sixth line after the word "Claim" insert the words "provided, that in the event the Debtors seek to exercise such setoff rights against the holder of a Claim that is a debtor in a case under the Bankruptcy Code, the Debtors shall comply with the requirements of the Bankruptcy Code, including seeking relief from the automatic stay." 11. Section 8.1 of the Plan (Executory Contracts and Unexpired Leases/General Treatment) is amended as follows: insert the words "and Leases" after the words "Schedule of Rejected Contracts" in the fifth line. 12. Schedule 8.1 to the Plan (Schedule of Rejected Contracts/Genesis Debtors) is amended as follows: a. insert the words "and Leases" after "Schedule of Rejected Contracts" in the title. b. add the following contracts after "16. Transfer agreement, dated as of February 1, 1998, between Meridian Healthcare, Inc. and Montgomery General Hospital": 7 17. Contract for the Sale of Anthony Wayne School, dated December 8, 2000, between Walnut LTC Management, Inc. and Altman General Corporation(2) 18. Vehicle lease #93080, dated as of February 21, 1996, between NeighborCare - TCI, Inc. and Mike Albert Leasing, Inc. 19. Vehicle lease #93082, dated as of February 21, 1996, between NeighborCare - TCI, Inc. and Mike Albert Leasing, Inc. 20. Vehicle lease #93083, dated as of February 21, 1996, between NeighborCare - TCI, Inc. and Mike Albert Leasing, Inc. 21. Vehicle lease #93084, dated as of February 21, 1996, between NeighborCare - TCI, Inc. and Mike Albert Leasing, Inc. 22. Printer lease, dated as of April 1998, between Network Ambulance Services and Pitney Bowes 23. Pumps lease, dated January 17, 1994, between ASCO Healthcare, Inc. and Medela, Inc. 13. Section 10.6 of the Plan (Effect of Confirmation/Exculpation) is amended as follows: delete the words "any Disbursing Agent," in the first line. 14. Except as expressly amended hereby, all other provisions of the Plan shall remain unaffected and in full force and effect. Dated: August 27, 2001 Wilmington, Delaware WEIL, GOTSHAL & MANGES LLP Willkie Farr & Gallagher 767 Fifth Avenue 787 Seventh Avenue New York, New York 10153 New York, New York 10019-6099 (212) 310-8000 (212) 728-8000 Michael F. Walsh Marc Abrams Gary T. Holtzer Paul V. Shalhoub -and- -and- -------------- (2) This is a postpetition agreement which the Genesis Debtors are terminating. 8 RICHARDS, LAYTON & FINGER, P.A. Young Conaway Stargatt & Taylor One Rodney Square 11th Floor, Wilmington Trust Company P.O. Box 551 P.O. Box 391 Wilmington, Delaware 19899 Wilmington, Delaware 19899-0391 (302) 658-6541 (302) 571-6600 By: /s/ Mark D. Collins By: /s/ Robert S. Brady ------------------------------ ----------------------------------- Mark D. Collins (No. 2981) Robert S. Brady (No. 2847) ATTORNEYS FOR THE GENESIS DEBTORS ATTORNEYS FOR THE MULTICARE DEBTORS AND DEBTORS IN POSSESSION AND DEBTORS IN POSSESSION 9 EX-99 10 adjp.txt EXHIBIT T3E-4 EXHIBIT T3E-4 UNITED STATES BANKRUPTCY COURT DISTRICT OF DELAWARE ------------------------------------------ X : IN RE : CHAPTER 11 CASE NO. : GENESIS HEALTH VENTURES, INC., ET AL., : 00-2692 (JHW) : DEBTORS. : : (JOINTLY ADMINISTERED) ------------------------------------------ X : IN RE : CHAPTER 11 CASE NO. : MULTICARE AMC, INC., ET AL., : 00-2494 (JHW) : DEBTORS. : : (JOINTLY ADMINISTERED) ------------------------------------------ X AMENDMENTS TO DEBTORS' JOINT PLAN OF REORGANIZATION TO COMPLY WITH OPINION ON CONFIRMATION Genesis Health Ventures, Inc. ("Genesis"), The Multicare Companies, Inc. ("Multicare"), and the other above-captioned debtors and debtors in possession (collectively with Genesis and Multicare, the "Debtors"), hereby file these Amendments to the Debtors' Joint Plan of Reorganization, dated July 6, 2001 (the "Plan"),(1) to Comply with the Court's Opinion on Confirmation. 1. Section 5.10 of the Plan (Release of Representatives) is amended by replacing the entire paragraph with the following paragraphs: (a) As of the Effective Date, the respective officers, directors, employees, financial advisors, professionals, accountants, and attorneys of the Genesis Debtors, the Multicare Debtors, and the respective statutory committees of unsecured creditors appointed pursuant to section 1102 of the Bankruptcy Code in the Genesis ------------ (1) Unless otherwise defined, capitalized terms used herein shall have the meanings ascribed thereto in the Plan. Reorganization Cases and the Multicare Reorganization Cases shall be released by the Debtors from any and all Claims arising on or after the Commencement Date against them in their capacity as representatives of the Genesis Debtors, the Multicare Debtors, or the statutory committees, as applicable, except (i) for willful misconduct or gross negligence and (ii) as otherwise expressly provided in the order of the Bankruptcy Court, dated February 23, 2001, approving a senior executive retention plan for certain employees of Genesis. (b) As of the Effective Date, the respective officers, directors, employees, financial advisors, professionals, accountants, and attorneys of Mellon Bank, N.A., as administrative agent under the Genesis Senior Lender Agreements, the Multicare Senior Lender Agreements, and the Revolving Credit and Guaranty Agreements described in Section 2.4 hereof shall be released by the Debtors from any and all Claims against them in their capacity as representatives of Mellon Bank, N.A. 2. Section 10.6 of the Plan (Exculpation) is amended as follows: in the fourth line after the words "agent under" delete the words ", and any lender under". 2 Except as expressly amended hereby, all other provisions of the Plan, as modified by the Technical Amendments to the Plan, dated August 27, 2001, shall remain unaffected and in full force and effect. Dated: September 13, 2001 Wilmington, Delaware WEIL, GOTSHAL & MANGES LLP Willkie Farr & Gallagher 767 Fifth Avenue 787 Seventh Avenue New York, New York 10153 New York, New York 10019-6099 (212) 310-8000 (212) 728-8000 Michael F. Walsh Marc Abrams Gary T. Holtzer Paul V. Shalhoub -and- -and- RICHARDS, LAYTON & FINGER, P.A. Young Conaway Stargatt & Taylor One Rodney Square 11th Floor, Wilmington Trust Company P.O. Box 551 P.O. Box 391 Wilmington, Delaware 19899 Wilmington, Delaware 19899-0391 (302) 658-6541 (302) 571-6600 By:/s/ Mark D. Collins By:/s/ Robert S. Brady ------------------------------ -------------------------------- Mark D. Collins (No. 2981) Robert S. Brady (No. 2847) ATTORNEYS FOR THE GENESIS DEBTORS ATTORNEYS FOR THE MULTICARE DEBTORS AND DEBTORS IN POSSESSION AND DEBTORS IN POSSESSION 3 EX-99 11 erratum.txt EXHIBIT T3E-5 EXHIBIT T3E-5 ERRATUM TO DISCLOSURE STATEMENT FOR DEBTORS' JOINT PLAN OF REORGANIZATION ------------------------------------- Replace the last sentence in section V.D.5 on page 61 of the Disclosure Statement for Debtors' Joint Plan of Reorganization with the following sentence: Inasmuch as the adversary proceeding will not be tried until the summer of 2002, the AGE Entities and the Genesis Debtors have agreed that the AGE Entities will retain the ability to (i) set off or recoup any allowed claims they may have against the Genesis Debtors against the claims the Genesis Debtors have against the AGE Entities and assert any counterclaims against the Genesis Debtors even if said counterclaims exceed the Genesis Debtors' claims, and (ii) participate in any recovery for holders of claims in Class G4 notwithstanding that the Plan will become effective before the claims of the AGE Entities are resolved. EX-99 12 t-1.txt EXHIBIT T3G EXHIBIT T3G ================================================================================ FORM T-1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) |__| ------------- THE BANK OF NEW YORK (Exact name of trustee as specified in its charter) New York 13-5160382 (State of incorporation (I.R.S. employer if not a U.S. national bank) identification no.) One Wall Street, New York, N.Y. 10286 (Address of principal executive offices) (Zip code) ------------- GENESIS HEALTH VENTURES, INC. (Exact name of obligor as specified in its charter) Pennsylvania 06-1132947 (State or other jurisdiction of (I.R.S. employer incorporation or organization) identification no.) 101 East State Street Kennett Square, Pennsylvania 19348 (Address of principal executive offices) (Zip code) ------------- Second Priority Secured Notes due 2007 (Title of the indenture securities) ================================================================================ 1. GENERAL INFORMATION. FURNISH THE FOLLOWING INFORMATION AS TO THE TRUSTEE: (a) NAME AND ADDRESS OF EACH EXAMINING OR SUPERVISING AUTHORITY TO WHICH IT IS SUBJECT. -------------------------------------------------------------------------------- Name Address -------------------------------------------------------------------------------- Superintendent of Banks of the State of 2 Rector Street, New York, New York N.Y. 10006, and Albany, N.Y. 12203 Federal Reserve Bank of New York 33 Liberty Plaza, New York, N.Y. 10045 Federal Deposit Insurance Corporation Washington, D.C. 20429 New York Clearing House Association New York, New York 10005 (b) WHETHER IT IS AUTHORIZED TO EXERCISE CORPORATE TRUST POWERS. Yes. 2. AFFILIATIONS WITH OBLIGOR. IF THE OBLIGOR IS AN AFFILIATE OF THE TRUSTEE, DESCRIBE EACH SUCH AFFILIATION. None. 16. LIST OF EXHIBITS. EXHIBITS IDENTIFIED IN PARENTHESES BELOW, ON FILE WITH THE COMMISSION, ARE INCORPORATED HEREIN BY REFERENCE AS AN EXHIBIT HERETO, PURSUANT TO RULE 7A-29 UNDER THE TRUST INDENTURE ACT OF 1939 (THE "ACT") AND 17 C.F.R. 229.10(D). 1. A copy of the Organization Certificate of The Bank of New York (formerly Irving Trust Company) as now in effect, which contains the authority to commence business and a grant of powers to exercise corporate trust powers. (Exhibit 1 to Amendment No. 1 to Form T-1 filed with Registration Statement No. 33-6215, Exhibits 1a and 1b to Form T-1 filed with Registration Statement No. 33-21672 and Exhibit 1 to Form T-1 filed with Registration Statement No. 33-29637.) 4. A copy of the existing By-laws of the Trustee. (Exhibit 4 to Form T-1 filed with Registration Statement No. 33-31019.) 6. The consent of the Trustee required by Section 321(b) of the Act. (Exhibit 6 to Form T-1 filed with Registration Statement No. 33-44051.) 7. A copy of the latest report of condition of the Trustee published pursuant to law or to the requirements of its supervising or examining authority. 2 SIGNATURE Pursuant to the requirements of the Act, the Trustee, The Bank of New York, a corporation organized and existing under the laws of the State of New York, has duly caused this statement of eligibility to be signed on its behalf by the undersigned, thereunto duly authorized, all in The City of New York, and State of New York, on the 10th day of September, 2001. THE BANK OF NEW YORK By: /s/ VAN K. BROWN ------------------------------ Name: VAN K. BROWN Title: VICE PRESIDENT 3 EXHIBIT 7 -------------------------------------------------------------------------------- Consolidated Report of Condition of THE BANK OF NEW YORK of One Wall Street, New York, N.Y. 10286 And Foreign and Domestic Subsidiaries, a member of the Federal Reserve System, at the close of business March 31, 2001, published in accordance with a call made by the Federal Reserve Bank of this District pursuant to the provisions of the Federal Reserve Act.
Dollar Amounts ASSETS In Thousands ------------ Cash and balances due from depository institutions: Noninterest-bearing balances and currency and coin............ $2,811,275 Interest-bearing balances..................................... 3,133,222 Securities: Held-to-maturity securities................................... 147,185 Available-for-sale securities................................. 5,403,923 Federal funds sold and Securities purchased under agreements to resell........................................................ 3,378,526 Loans and lease financing receivables: Loans and leases held for sale................................ 74,702 Loans and leases, net of unearned income...........................................37,471,621 LESS: Allowance for loan and lease losses........................................599,061 Loans and leases, net of unearned income and allowance....................................... 36,872,560 Trading Assets................................................... 11,757,036 Premises and fixed assets (including capitalized leases)......... 768,795 Other real estate owned.......................................... 1,078 Investments in unconsolidated subsidiaries and associated companies..................................................... 193,126 Customers' liability to this bank on acceptances outstanding..... 592,118 Intangible assets................................................ Goodwill...................................................... 1,300,295 Other intangible assets....................................... 122,143 Other assets..................................................... 3,676,375 ------------- Total assets..................................................... $70,232,359 ============= LIABILITIES Deposits: In domestic offices........................................... $25,962,242 Noninterest-bearing.................................10,586,346 Interest-bearing....................................15,395,896 In foreign offices, Edge and Agreement subsidiaries, and IBFs. 24,862,377 Noninterest-bearing....................................373,085 Interest-bearing....................................24,489,292 Federal funds purchased and securities sold under agreements to repurchase.................................................... 1,446,874 Trading liabilities.............................................. 2,373,361 Other borrowed money: (includes mortgage indebtedness and obligations under capitalized leases)........................................... 1,381,512 Bank's liability on acceptances executed and outstanding......... 592,804 Subordinated notes and debentures................................ 1,646,000 Other liabilities................................................ 5,373,065 ------------- Total liabilities................................................ $63,658,235 ============= EQUITY CAPITAL Common stock..................................................... 1,135,284 Surplus.......................................................... 1,008,773 Retained earnings................................................ 4,426,033 Accumulated other comprehensive income........................... 4,034 Other equity capital components.................................. 0 --------------------------------------------------------------------------------- Total equity capital............................................. 6,574,124 ------------- Total liabilities and equity capital............................. $70,232,359 =============
I, Thomas J. Mastro, Senior Vice President and Comptroller of the above-named bank do hereby declare that this Report of Condition has been prepared in conformance with the instructions issued by the Board of Governors of the Federal Reserve System and is true to the best of my knowledge and belief. Thomas J. Mastro, Senior Vice President and Comptroller We, the undersigned directors, attest to the correctness of this Report of Condition and declare that it has been examined by us and to the best 2 of our knowledge and belief has been prepared in conformance with the instructions issued by the Board of Governors of the Federal Reserve System and is true and correct. Thomas A. Renyi Gerald L. Hassell Directors Alan R. Griffith --------------------------------------------------------------------------------