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Friday, February 14, 2014
Objection to Motion to Withdraw as Personal Representative, Exhibit 2. Palm Beach County Sheriff's Office Case NO. 14029409, Possible Murder, Fraud, and Forgery in Estate Case and Forged Documents Investigation Florida. Deputy Ryan Miller Reporting, Robert Spallina and Ted Bernstein Statement.
Looks like a whole new set of lies to me. Is this a confession, or a cover up, and REALLY, Spallina says the only mistake he made is.. well umm those Forged Documents. Read the Report Folks, look deep. This could happen to you in a Florida Estate Proceeding. Especially if you TRUST Tescher and Spallina or deal with Ted Bernstein and his "insurance expertise".
Court Filing where this is Exhibit
To Download Full Document
Thursday, February 13, 2014
I say Ted Bernstein got botox from this woman, and has a whole lot more secrets a rattlin' in his skeleton closet..
Sure seems odd that an Insurance Company such as Heritage Union Life Insurance Company knows of fraud, forgery, false statements, possible wire fraud and mail fraud, law firms that created odd Trustee Claims such as Tescher and Spallina's, Robert Spallina and the Lasalle National Trust, which seemed to be the beneficiary of the Insurance Claim AND yet Heritage Union Life Insurance Company does not open a criminal investigation but instead turns over a large amount of money to the courts, WHY?
Makes me think that Heritage Union Life Insurance Company is liable for 10 times that and may even have figured out that someone inside Heritage Union Life Insurance Company or Jackson National or,
Why is Heritage Union Life Insurance Company in such a hurry to settle, to dismiss?
Who at Heritage Union Life Insurance Company or Jackson National was the insider that was a "friendly carrier" that seems to be aiding and abetting Tescher and Spallina, I mean helping Robert Spallina to fund a policy that was um.. questionable and was he the beneficiary with Lasalle National.. I am so Confused.
I do know that if I was the CEO or a Liability carrier, or shareholder of Heritage Union Life Insurance Company, I would call for an FBI, DOJ, Attorney General Investigation into all of this. But they just cough up a bunch of money and try and run, WHY?
Well one day we will know, for Now we WAIT and see what other Rats run out of the Tunnels digging deep in all this Fraud, Forgery, Murder Mystery Fiasco surrounding the Simon Bernstein and Shirley Bernstein Estate.
About Heritage Union Life Insurance Company
Founded in 2005 by financial services executives who experienced first-hand the intrusive, overly complex and frustrating nature of obtaining life insurance, the Richmond, Va.-based Heritage Union family of companies designs life insurance products aimed specifically at helping middle class American families protect their income in the face of premature death. Licensed, well-capitalized and staffed by industry professionals who recognize that shopping for life insurance should not require a crystal ball or advanced mathematics degree, Heritage Union is transforming an industry with new, innovative income-protection products under the SalaryShield brand that are easy to buy, affordable and understandable. For more information on SalaryShield income protection life insurance, visit www.salaryshield.com. SalaryShield is a registered servicemark of Heritage Union, LLC. Heritage Union Life Insurance Company is domiciled in Arizona and is licensed to issue individual life insurance products in all states except Hawaii, Maine, New Hampshire, New Jersey, New York, Rhode Island and Vermont. NAIC No. 62421. Product availability and features may vary by state. SalaryShield is a registered servicemark of Heritage Union, LLC.
for Heritage Union Life Insurance Company
Got a Tip about Heritage Union Life Insurance Company?
eMail me at SavvyBroker@Yahoo.com
Lots more coming Soon on what Drives Heritage Union Life Insurance Company in all this.
To Download Document Click Here
Lot's more coming Soon, as I am so Curious why Heritage Union Life Insurance Company is funding an invisible policy with so much PROVEN fraud and forgery? WOW, makes me want to call up Heritage Union Life Insurance Company and say hey I had a police too.. (obviously joking, but WOW)
"Criminal Action through use of Simulated Legal Process" Forgery that changed Estate Proceeds, and the State of Florida NOT calling it Forgery, WHY?
Wednesday, February 12, 2014
Letter to Judge Martin Colin and Opposition to Ted Bernstein as Personal Representative filed by interested party William E. Stansbury.
To Download the Above
To Download the Above
Monday, February 10, 2014
What is Going on with Janet Craig Lying about not Being the Manager of the Bernstein Family Trust, or is Ted Bernstein Lying? WoW, what a tangled web.
Link to Download
Alan Rose Esq., John J. Pankauski, Pankauski Law Firm PLLC, Janet Craig of Oppenheimer and the Ted Bernstein, Robert Spallina, Donald Tescher, Kimberly Moran Fraud, Forgery Florida Estate Case in the Estate of Shirley Bernstein and the Estate of Simon Bernstein.
Who is the manager of the Bernstein Family Realty LLC, and why does Janet Craig of Oppenheimer seem to be consistently lying about this matter?
Why do the police and the state attorney, know and admit that Kimberley Moran committed forgery in tracing a signature of a man that had died and of his son living in order to change estate documents, yet they do not write it up official as forgery, to protect law firm Tescher and Spallina and Ted Bernstein of Life Insurance Concepts?
Why are all of these folks willing to lie, commit forgery, lie in court and have the judge threaten miranda rights, report murder to the police that turns into a records check official and all manner of lies, deceit, fraud, forgery and abuse of the court process?
And here we Go, with Robert Spallina, Donald Tescher and Mark Manceri all jumping ship we have new "counsel" for Ted Bernstein and it appears to already smell of conflicts of interest and doubling crossing.
Take a Look.
Here is the Attached Letter,
I am writing in response to your email to our client, Ted S. Bernstein,
of Friday. In light of the withdrawal of Tescher & Spallina as counsel, we
have been retained along with Alan Rose, Esq. by Ted, as Successor Trustee
of the Shirley Bernstein Trust and as Successor Personal Representative of
the Estate of Shirley Bernstein. We also intend to represent Ted as
Successor Trustee of the Simon L. Bernstein Trust and, if appointed, as the
Successor Personal Representative of the Estate of Simon L. Bernstein.
First, we are advising you that Ted has no relation to Bernstein
Family Realty, LLC ("BFR"). Ted is not a manager or member of that
entity. It is our understanding that BFR owns the house in which you live,
subject to two mortgages totaling (REDACTED). We are not aware of BFR
having any other assets, but have no idea either way. BFR is a defendant in
an action filed by William Stansbury. In that action, BFR's counsel has
withdrawn and it will need to seek new counsel to defend itself, if it so
chooses. By copy of this email to Oppenheimer, who we believe currently
serves as the manager of BFR, we are reminding them that they will need to
defend the action, unless someone can convince Mr. Stansbury to drop his
claims against BFR and/or dismiss BFR from the case.
Although Ted is not involved with BFR, it is our understanding that
the entity is a manager-managed LLC; its current manager is Oppenheimer
Trust Company; and its members are three trusts created by Simon Bernstein
during his lifetime for the benefit of (REDACTED)
Oppenheimer serves as trustee of the three trusts which own BFR. Ted has
nothing to do with BFR.
Second, please note that Ted did not assume personal financial
responsibility for you, your wife or your children, for any purposes, upon
your parent’s death. Please cease making demands upon Ted for money to
pay your personal living expenses.
Third, in his capacity as Successor Trustee of the Shirley Bernstein
Trust, on advice of counsel, Ted as Trustee decided to make interim
distributions to all of the beneficiaries upon the sale of the condominium.
These distributions were made to those beneficiaries appointed by Simon L.
Bernstein through the exercise of his Power of Appointment. In that regard,
three trusts were created and given tax id numbers, one for each of your
1. Trust f/b/o (REDACTED) under the Simon L. Bernstein Trust dtd
2. Trust f/b/o (REDACTED) under the Simon L. Bernstein Trust dtd
3. Trust f/b/o (REDACTED)n under the Simon L. Bernstein Trust dtd
I have been advised that the Successor Trustee offered to make an
interim distribution of (REDACTED) for each of your children, to be placed into
the three trusts created by Simon’s testamentary documents, but you refused
those interim distributions and indicated you did not want to accept such
PANKAUSKI LAW FIRM P.L.L.C.
By: John J. Pankauski, Esquire
cc: Ted S. Bernstein
Alan B. Rose, Esq.
Janet Craig (Janet.Craig@opco.com)
To Download Document Above
nice to speak with you again, as you will recall we spoke back in September 2013 and I sent you over PRIVATE AND CONFIDENTIAL HIGHLY SENSITIVE information regarding the Estates of my mother and father for your review and we had several correspondences on the phone and through a series of emails with you and several members of your offices in efforts to retain your firm in these same matters.
I anticipate that you will be withdrawing as counsel to any other parties in these matters and will explain this in your withdrawal papers to the Court with a complete removal of any papers filed in conflict.
I am uncertain how you could forget our meetings after being given so much information in this case already just a short time ago.
You even told me and Candice once you reviewed the volumes of material sent to you and knew of the forgery and fraud that occurred with Tescher & Spalllina PA, where Judge Colin warned the attorneys Tescher, Spallina and Manceri and my brother Theodore in a hearing that he had enough to read them their Miranda’s, you claimed you were shocked that Judge Colin did not throw them out and seize the records, etc.
You also proposed a retainer of $200,000.00 to handle the matters for me and my children in both estates and I informed you I would be working on raising those monies to retain you and have been working on getting that done, I had no idea you were meeting with the other side.
Did you run a conflicts check prior to your engagement of my brother?
Did you not know it was my brother and my family’s estate matters after your promise of confidentiality of our information?
After I get your response back to this email I will review your attached letter and respond if you plan on remaining counsel to my brother or any other parties in these matters. I will expect that any charges to the estate be removed as well and copies of all letters and correspondences you have had with the other side be forwarded for my review.