perm filename DAD.L1[1,VDS] blob sn#146928
filedate 1975-02-16 generic text, type C, neo UTF8
COMMENT ⊗ VALID 00002 PAGES
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C00002 00002 \\M1BDR25\M2SIGN57\M3NGR25\M4NGR20\F3\CVICTOR SCHEINMAN
\F3\C3689 SOUTH COURT
\CPALO ALTO, CA. 94306
\F1\CFebruary 16, 1975
Mr. Morton Witzling
Goldfarb and Fleece
345 Park Avenue
New York, N.Y. 10022
Dear Mr. Witzling:
Enclosed are some documents pertaining to the estate of my father. I have
tried to identify them where possible. The handwritten notes on yellow paper are
mine, for your reference. I have grouped them into six categories:
Trusts, Wills, and Certificates
Investments and other Assets
Signatures from Mom, Dick, and Myself on Documents
The enclosed papers represent the important documents I was able to round up while
in New York. No doubt there are others which you and I will dig up. Please make a
list of what you find and what you want and I will attempt to fill you in on the
details I am familiar with. We can do this by mail, phone or you can wait until
I return to New York sometime in March.
The following is a list of the papers enclosed.
1) Trusts, Wills and Certificates
Trust Indenture- Dated August 5, 1965
Trust Agreement- Dated Oct. 21, 1959
Will of William Scheinman
Death Certificates- 5 copies
2) Insurance Policies
Automobile Insurance Policies
Malpractice Insurance Policy
Major Medical Expense Policy
Mutual of Omaha- Medical Expense Policies- 3 policies
Continental Casualty Co.- Medical Expense Policy
Office Liability Policy -(with Leon Rosenblatt)
Homeowners Insurance Policy- (with Leon Rosenblatt)
Equitable Life Policy- with HIP- $50,000
Equitable Life Policy- with HIP- $15,000
Blue Cross- Refund Check- uncashed.
3) Investments and Other Assets
Keogh Plan papers and contracts- you have bank book already
Keystone Funds Papers
Britton Properties Partnership papers ( Movie- "Beyond the Law")
The Mariner Project
Travellers Checks- uncashed
The Reserve Fund
Sydart Properties- uncashed interest check enclosed
Revenue Anticipation Note (RAN) record
Bankers Acceptance Record
4) Bills Unpaid
Gas Company Credit Cards
Rent on Office
5) Uncashed Checks and Payments to Dad
Payment Checks from Patients- 3 enclosed but more comming in.
Sydart Properties (check is in category 3 folder)
Blue Cross - (cjeck is in category 2 folder)
Signed Account Cards and Forms for FNCB
Claimants Statement for Conn. Mutual Life Ins.
FNCB managers card- for your reference
Also enclosed is a preliminary list of the Bonds and Notes my Dad held.
They are presently being kept by my Mother.
As you know, my father was executor of the estate of William Scheinman. In
this capacity he handled a number of trust accounts. I have a lot of papers and
documents covering the transactions involved. Before investing monies in another
professional accounting, I would like to send an informal accounting to all involved.
So- could you please send me all the trustee bank books, so I can do this shortly.
I have sent Mr. David Mason (my Dad's accountant) the details of his 1974 and
1975 transactions so that he can start on the tax returns.
Let me know if you need more information.\.