[WSBAPT] Estate of Myrna Bearse - Town Topics Stock Conveyance
Megan S. Farr
MSF at farrlawgroup.com
Tue Mar 2 13:04:20 PST 2021
Thanks to auto-fill I sent this to the listserve and then was unable to recall it in time. Please disregard.
Megan S. Farr
Member | Farr Law Group, PLLC
1110 Stevenson Avenue, Ste. 100 | P.O. Box 890 | Enumclaw, WA 98022-0890
360.825.6581 (o) | 360.825.0780 (f)
For the well-being and health of our clients and staff we are working remotely.
This communication is intended only for the above-named recipient. It might contain information that is subject to the attorney-client privilege and/or is otherwise confidential. If you are not the intended recipient, please immediately notify the above-named sender.
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Megan S. Farr
Sent: Tuesday, March 2, 2021 12:48 PM
To: n.sciotto at mgplaw.com
Cc: Tyler R. Spellings <TRS at FarrLawGroup.com>; s.neufeld at mgplaw.com; Brandy Brown <BBB at FarrLawGroup.com>; WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Estate of Myrna Bearse - Town Topics Stock Conveyance
Nicole:
I am the attorney on this case and Brandy forwarded your email to me. We want to make sure that the shares are being transferred to Aurora Bearse personally as a beneficiary, and not to the estate. As PR, Aurora represents the estate, and not herself personally as a beneficiary. Thus Aurora as PR is the transferor (in lieu of the decedent) and Aurora personally is the transferee. Correct?
We just want to make sure that Town Topics and Aurora don't have paperwork issues down the road after the estate is closed, when she no longer has authority as PR.
Megan S. Farr
Member | Farr Law Group, PLLC
1110 Stevenson Avenue, Ste. 100 | P.O. Box 890 | Enumclaw, WA 98022-0890
360.825.6581 (o) | 360.825.0780 (f)
For the well-being and health of our clients and staff we are working remotely.
This communication is intended only for the above-named recipient. It might contain information that is subject to the attorney-client privilege and/or is otherwise confidential. If you are not the intended recipient, please immediately notify the above-named sender.
From: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>
Sent: Tuesday, March 2, 2021 12:37 PM
To: Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>; Tyler R. Spellings <TRS at FarrLawGroup.com<mailto:TRS at FarrLawGroup.com>>
Cc: lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>; Shawn Neufeld <s.neufeld at mgplaw.com<mailto:s.neufeld at mgplaw.com>>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Brandy:
The changes are acceptable with the exception of one which I rejected as I believe the original language is correct. In the third WHEREAS clause of General Release Agreement, "Transferee" is defined as Ms. Bearse - she is named as the personal representative so that is the correct definition. Otherwise, it reads that the Estate is appointed the personal representative of the Estate. Please see below.
WHEREAS, Transferee is the named personal representative in Section 5.1 of the Last Will and Testament of Myrna K. Bearse dated November 17, 2014, and qualified as the executor of the Estate of Myrna K. Bearse on February 7, 2020, pursuant to Letters Testamentary issued by the State of Washington, County of King Superior Court; and
Final versions of the agreements are attached. Kindly let us know when they are sent to Ms. Bearse for execution. Once my office is in receipt of the attached signed original documents, we will issue the certificate evidencing 25 shares to her home address.
Thank you again,
Nicole M. Sciotto, Esq.
Mason, Griffin & Pierson, PC
101 Poor Farm Road
Princeton, NJ 08540
(609) 436-1222 (office)
(732) 873-1429 (home office)
(609) 921-6543 (office main)
(609) 683-7978 (fax)
n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>
visit our website: www.mgplaw.com<http://www.mgplaw.com/>
FRAUD ALERT: NEVER wire transfer funds without calling our office and speaking to us personally to confirm wiring instructions. When calling, do not use the phone number from the e-mail signature line, use our firm's published number (see mgplaw.com or your retainer letter). Even if an email with wire instructions looks like it has come from this office or from someone involved in your transaction, you should FIRST call the attorney or paralegal working on your transaction to verify the information before sending any money via wire transfer. We will send any wire information by FAX only.
This email transmission and any accompanying material contain confidential and/or privileged
information from the law firm of Mason, Griffin & Pierson, P.C. This communication is covered
by the Electronic Communications Privacy Act, 18 USC Sections 2510-2521 and may be legally
privileged. If you are not the intended recipient, you are hereby notified that any retention,
dissemination, distribution, copying or use of this communication is strictly prohibited. Please reply
to the sender if you have received this email in error, and then delete it. Thank you.
From: Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>
Sent: Monday, March 1, 2021 3:09 PM
To: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>; Tyler R. Spellings <TRS at FarrLawGroup.com<mailto:TRS at FarrLawGroup.com>>
Cc: lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>; Shawn Neufeld <s.neufeld at mgplaw.com<mailto:s.neufeld at mgplaw.com>>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Good afternoon Nicole,
Our office would like to make the edits (red-lined) on the attached agreements before sending to our client for review. Please let us know if you have any issues with that. Thank you.
Sincerely,
Brandy Brown
Farr Law Group, PLLC | Paralegal
1110 Stevenson Avenue, Suite 100| P.O. Box 890 | Enumclaw, WA 98022-0890
Office: 360.825.6581| Direct: 360.284.2358 | Fax: 360.825.0780 |
This communication is intended only for the above-named recipient. It might contain information that is subject to the attorney-client privilege and/or is otherwise confidential. If you are not the intended recipient, please immediately notify the above-named sender.
From: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>
Sent: Monday, March 1, 2021 10:46 AM
To: Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>; Tyler R. Spellings <TRS at FarrLawGroup.com<mailto:TRS at FarrLawGroup.com>>
Cc: lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>; Shawn Neufeld <s.neufeld at mgplaw.com<mailto:s.neufeld at mgplaw.com>>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Good afternoon Brandy:
Thank you for confirming. Before we issue the shares, the shareholder agreement does set forth requirements that a transferor shareholder and transferee shareholder must comply with prior to the transfer of stock being made. Notably, Section 14.1 requires that no stock will be transferred to any person unless and until she becomes a party to the shareholder agreement, and Sections 28.1 and 30.1 requires the transferring shareholder make certain certifications and execute a general release for the benefit of the corporation, respectively. Section 13.1 additionally requires that no Estate of a deceased shareholder shall have any claim against the Corporation or any surviving shareholder for work in process, receivables, or any other interests of the deceased shareholder in the business or assets of the Corporation. With that said, please find attached a joinder agreement and certification and release agreement. Ms. Bearse should execute the attached (and have the certification/release agreement notarized as well), and send our office an original.
Nicole M. Sciotto, Esq.
Mason, Griffin & Pierson, PC
101 Poor Farm Road
Princeton, NJ 08540
(609) 436-1222 (office)
(732) 873-1429 (home office)
(609) 921-6543 (office main)
(609) 683-7978 (fax)
n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>
visit our website: www.mgplaw.com<http://www.mgplaw.com/>
FRAUD ALERT: NEVER wire transfer funds without calling our office and speaking to us personally to confirm wiring instructions. When calling, do not use the phone number from the e-mail signature line, use our firm's published number (see mgplaw.com or your retainer letter). Even if an email with wire instructions looks like it has come from this office or from someone involved in your transaction, you should FIRST call the attorney or paralegal working on your transaction to verify the information before sending any money via wire transfer. We will send any wire information by FAX only.
This email transmission and any accompanying material contain confidential and/or privileged
information from the law firm of Mason, Griffin & Pierson, P.C. This communication is covered
by the Electronic Communications Privacy Act, 18 USC Sections 2510-2521 and may be legally
privileged. If you are not the intended recipient, you are hereby notified that any retention,
dissemination, distribution, copying or use of this communication is strictly prohibited. Please reply
to the sender if you have received this email in error, and then delete it. Thank you.
From: Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>
Sent: Friday, February 26, 2021 5:26 PM
To: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>; Tyler R. Spellings <TRS at FarrLawGroup.com<mailto:TRS at FarrLawGroup.com>>
Cc: lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>; Shawn Neufeld <s.neufeld at mgplaw.com<mailto:s.neufeld at mgplaw.com>>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Good afternoon Nicole,
Yes, please send the original stock certificate directly to Ms. Bearse. Thank you.
Sincerely,
Brandy Brown
Farr Law Group, PLLC | Paralegal
1110 Stevenson Avenue, Suite 100| P.O. Box 890 | Enumclaw, WA 98022-0890
Office: 360.825.6581| Direct: 360.284.2358 | Fax: 360.825.0780 |
This communication is intended only for the above-named recipient. It might contain information that is subject to the attorney-client privilege and/or is otherwise confidential. If you are not the intended recipient, please immediately notify the above-named sender.
From: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>
Sent: Thursday, February 25, 2021 12:51 PM
To: Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>; Tyler R. Spellings <TRS at FarrLawGroup.com<mailto:TRS at FarrLawGroup.com>>
Cc: lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>; Shawn Neufeld <s.neufeld at mgplaw.com<mailto:s.neufeld at mgplaw.com>>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Brandy:
We will rely upon your response below and issue the shares as directly.
Kindly confirm for me that the original stock certificate to be issued to Ms. Bearse should be sent to her directly at her home mailing address?
Thank you,
Nicole M. Sciotto, Esq.
Mason, Griffin & Pierson, PC
101 Poor Farm Road
Princeton, NJ 08540
(609) 436-1222 (office)
(732) 873-1429 (home office)
(609) 921-6543 (office main)
(609) 683-7978 (fax)
n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>
visit our website: www.mgplaw.com<http://www.mgplaw.com/>
FRAUD ALERT: NEVER wire transfer funds without calling our office and speaking to us personally to confirm wiring instructions. When calling, do not use the phone number from the e-mail signature line, use our firm's published number (see mgplaw.com or your retainer letter). Even if an email with wire instructions looks like it has come from this office or from someone involved in your transaction, you should FIRST call the attorney or paralegal working on your transaction to verify the information before sending any money via wire transfer. We will send any wire information by FAX only.
This email transmission and any accompanying material contain confidential and/or privileged
information from the law firm of Mason, Griffin & Pierson, P.C. This communication is covered
by the Electronic Communications Privacy Act, 18 USC Sections 2510-2521 and may be legally
privileged. If you are not the intended recipient, you are hereby notified that any retention,
dissemination, distribution, copying or use of this communication is strictly prohibited. Please reply
to the sender if you have received this email in error, and then delete it. Thank you.
From: Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>
Sent: Thursday, February 25, 2021 1:17 PM
To: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>; Tyler R. Spellings <TRS at FarrLawGroup.com<mailto:TRS at FarrLawGroup.com>>
Cc: lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>; Shawn Neufeld <s.neufeld at mgplaw.com<mailto:s.neufeld at mgplaw.com>>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Good morning Nicole,
Aurora has the authority to determine the allocation of estate assets to beneficiaries because she is the personal representative of her mother's estate with non-intervention powers by the court. Aurora has provided a written request that the Town Topics' stock be allocated to her. The allocation of other estate assets are private and not relevant to this request.
I hope this answers your question. Please let us know if you need anything else to facilitate the transfer of the shares. Thank you.
Sincerely,
Brandy Brown
Farr Law Group, PLLC | Paralegal
1110 Stevenson Avenue, Suite 100| P.O. Box 890 | Enumclaw, WA 98022-0890
Office: 360.825.6581| Direct: 360.284.2358 | Fax: 360.825.0780 |
This communication is intended only for the above-named recipient. It might contain information that is subject to the attorney-client privilege and/or is otherwise confidential. If you are not the intended recipient, please immediately notify the above-named sender.
From: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>
Sent: Thursday, February 25, 2021 8:46 AM
To: Tyler R. Spellings <TRS at FarrLawGroup.com<mailto:TRS at FarrLawGroup.com>>; Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>
Cc: lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>; Shawn Neufeld <s.neufeld at mgplaw.com<mailto:s.neufeld at mgplaw.com>>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Good morning Tyler & Brandy:
Confirming our receipt of the requested documents, thank you for sending. We did notice that the Last Will and Testament of Myrna Bearse does not specifically devise the shares to Aurora and that Aurora is not the sole beneficiary of the residuary estate. Instead, the Will provides in Section 2.4 that 1/3 of the residue goes to Myrna's daughter-in-law, Karen Fieland, and the remaining 2/3 of the residue to her daughter, Aurora. Based on the foregoing, can your office please advise how it is being determined that the shares should be issued to Aurora (i.e. did Ms. Fieland already receive her 1/3 share, or consent to this transfer)?
Thank you,
Nicole M. Sciotto, Esq.
Mason, Griffin & Pierson, PC
101 Poor Farm Road
Princeton, NJ 08540
(609) 436-1222 (office)
(732) 873-1429 (home office)
(609) 921-6543 (office main)
(609) 683-7978 (fax)
n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>
visit our website: www.mgplaw.com<http://www.mgplaw.com/>
FRAUD ALERT: NEVER wire transfer funds without calling our office and speaking to us personally to confirm wiring instructions. When calling, do not use the phone number from the e-mail signature line, use our firm's published number (see mgplaw.com or your retainer letter). Even if an email with wire instructions looks like it has come from this office or from someone involved in your transaction, you should FIRST call the attorney or paralegal working on your transaction to verify the information before sending any money via wire transfer. We will send any wire information by FAX only.
This email transmission and any accompanying material contain confidential and/or privileged
information from the law firm of Mason, Griffin & Pierson, P.C. This communication is covered
by the Electronic Communications Privacy Act, 18 USC Sections 2510-2521 and may be legally
privileged. If you are not the intended recipient, you are hereby notified that any retention,
dissemination, distribution, copying or use of this communication is strictly prohibited. Please reply
to the sender if you have received this email in error, and then delete it. Thank you.
From: Tyler R. Spellings <TRS at FarrLawGroup.com<mailto:TRS at FarrLawGroup.com>>
Sent: Friday, February 19, 2021 4:33 PM
To: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>; Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>
Cc: lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>; Shawn Neufeld <s.neufeld at mgplaw.com<mailto:s.neufeld at mgplaw.com>>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Nicole,
I just got all of the documents sent out in the mail! You should have them in a few days. I am also attaching a PDF scan of the documents and my correspondence to this email.
It's worth noting that the Death Certificate included in the mailing is not actually redacted.
Thank you,
Tyler R. Spellings
Legal Assistant | Farr Law Group, PLLC
1110 Stevenson Avenue, Suite 100| P.O. Box 890 | Enumclaw, WA 98022-0890
Office: 360.825.6581| Direct: 360.284.2350 | Fax: 360.825.0780 | www.farrlawgroup.com<http://www.farrlawgroup.com/>
This communication is intended only for the above-named recipient. It might contain information that is subject to the attorney-client privilege and/or is otherwise confidential. If you are not the intended recipient, please immediately notify the above-named sender.
From: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>
Sent: Friday, February 19, 2021 10:57 AM
To: Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>
Cc: lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>; Tyler R. Spellings <TRS at FarrLawGroup.com<mailto:TRS at FarrLawGroup.com>>; Shawn Neufeld <s.neufeld at mgplaw.com<mailto:s.neufeld at mgplaw.com>>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Good afternoon Brandy:
We are in receipt of the EIN for the Estate, thank you. As a reminder, we are still without the other requested items, which I am setting forth below, which will be needed by my office in order to convey the shares held by the Estate of Myrna Bearse to beneficiary Aurora Bearse:
* A copy of the Last Will and Testament of Myrna K. Bearse;
* A current Executor Certificate (evidencing the appointment of the Executor), plus written instruction from said Executor to make the requested conveyance;
* Death Certificate of Myrna Bearse;
* Original Stock Certificate (which should be sent to my attention at my office so we may cancel same and issue a new certificate). If the Original Stock Certificate cannot be located, I will prepare an Affidavit of Lost Stock Certificate to be signed by the Executor. My understanding is that the decedent held 25 shares, represented by one certificate which was issued in 2008.
Thank you,
Nikki
Nicole M. Sciotto, Esq.
Mason, Griffin & Pierson, PC
101 Poor Farm Road
Princeton, NJ 08540
(609) 436-1222 (office)
(732) 873-1429 (home office)
(609) 921-6543 (office main)
(609) 683-7978 (fax)
n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>
visit our website: www.mgplaw.com<http://www.mgplaw.com/>
FRAUD ALERT: NEVER wire transfer funds without calling our office and speaking to us personally to confirm wiring instructions. When calling, do not use the phone number from the e-mail signature line, use our firm's published number (see mgplaw.com or your retainer letter). Even if an email with wire instructions looks like it has come from this office or from someone involved in your transaction, you should FIRST call the attorney or paralegal working on your transaction to verify the information before sending any money via wire transfer. We will send any wire information by FAX only.
This email transmission and any accompanying material contain confidential and/or privileged
information from the law firm of Mason, Griffin & Pierson, P.C. This communication is covered
by the Electronic Communications Privacy Act, 18 USC Sections 2510-2521 and may be legally
privileged. If you are not the intended recipient, you are hereby notified that any retention,
dissemination, distribution, copying or use of this communication is strictly prohibited. Please reply
to the sender if you have received this email in error, and then delete it. Thank you.
From: Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>
Sent: Friday, February 5, 2021 7:56 PM
To: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>
Cc: lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>; Tyler R. Spellings <TRS at FarrLawGroup.com<mailto:TRS at FarrLawGroup.com>>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Good afternoon (evening),
We are working on preparing the items you have requested from the executor of the estate. We have the original stock certificate, so we will not have any issues with that. We are just waiting on updated letters testamentary from the court. Once those are received, we will send you all of the documentation you have requested.
Thank you and have a nice weekend.
Sincerely,
Brandy Brown
Farr Law Group, PLLC | Paralegal
1110 Stevenson Avenue, Suite 100| P.O. Box 890 | Enumclaw, WA 98022-0890
Office: 360.825.6581| Direct: 360.284.2358 | Fax: 360.825.0780 |
This communication is intended only for the above-named recipient. It might contain information that is subject to the attorney-client privilege and/or is otherwise confidential. If you are not the intended recipient, please immediately notify the above-named sender.
From: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>
Sent: Thursday, February 4, 2021 5:53 AM
To: Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>
Cc: lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Good morning:
Is there any update on this matter? Can the requested information please be provided?
Thank you,
Nicole M. Sciotto, Esq.
Mason, Griffin & Pierson, PC
101 Poor Farm Road
Princeton, NJ 08540
(609) 436-1222 (office)
(732) 873-1429 (home office)
(609) 921-6543 (office main)
(609) 683-7978 (fax)
n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>
visit our website: www.mgplaw.com<http://www.mgplaw.com/>
FRAUD ALERT: NEVER wire transfer funds without calling our office and speaking to us personally to confirm wiring instructions. When calling, do not use the phone number from the e-mail signature line, use our firm's published number (see mgplaw.com or your retainer letter). Even if an email with wire instructions looks like it has come from this office or from someone involved in your transaction, you should FIRST call the attorney or paralegal working on your transaction to verify the information before sending any money via wire transfer. We will send any wire information by FAX only.
This email transmission and any accompanying material contain confidential and/or privileged
information from the law firm of Mason, Griffin & Pierson, P.C. This communication is covered
by the Electronic Communications Privacy Act, 18 USC Sections 2510-2521 and may be legally
privileged. If you are not the intended recipient, you are hereby notified that any retention,
dissemination, distribution, copying or use of this communication is strictly prohibited. Please reply
to the sender if you have received this email in error, and then delete it. Thank you.
From: Brandy Brown <BBB at FarrLawGroup.com<mailto:BBB at FarrLawGroup.com>>
Sent: Tuesday, January 26, 2021 2:47 PM
To: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>
Subject: RE: Estate of Myrna Bearse - Town Topics Stock Conveyance
Good afternoon Nicole,
I wanted to let you know we received your email and we have reached out to our client to request a few of the items you are looking for. We will be in touch, once we have everything put together.
Sincerely,
Brandy Brown
Farr Law Group, PLLC | Paralegal
1110 Stevenson Avenue, Suite 100| P.O. Box 890 | Enumclaw, WA 98022-0890
Office: 360.825.6581| Direct: 360.284.2358 | Fax: 360.825.0780 |
This communication is intended only for the above-named recipient. It might contain information that is subject to the attorney-client privilege and/or is otherwise confidential. If you are not the intended recipient, please immediately notify the above-named sender.
From: Nicole Sciotto <n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>>
Sent: Monday, January 25, 2021 8:29 AM
To: INFO <INFO at farrlawgroup.com<mailto:INFO at farrlawgroup.com>>
Cc: Shawn Neufeld <s.neufeld at mgplaw.com<mailto:s.neufeld at mgplaw.com>>; lynn.smith at towntopics.com<mailto:lynn.smith at towntopics.com>
Subject: Estate of Myrna Bearse - Town Topics Stock Conveyance
Importance: High
Good morning Ms. Farr:
As you know, this office represents Town Topics, Inc. I have been advised by my client that the shares held by the Estate of Myrna K. Bearse are to be conveyed to beneficiary Aurora Bearse. My office will need the following documents in order to make said conveyance:
* A copy of the Last Will and Testament of Myrna K. Bearse;
* A current Executor Certificate (evidencing the appointment of the Executor), plus written instruction from said Executor to make the requested conveyance;
* Death Certificate of Myrna Bearse;
* Original Stock Certificate (which should be sent to my attention at my office so we may cancel same and issue a new certificate). If the Original Stock Certificate cannot be located, I will prepare an Affidavit of Lost Stock Certificate to be signed by the Executor. My understanding is that the decedent held 25 shares, represented by one certificate which was issued in 2008.
In addition, for tax return purposes, Town Topics has requested the following information from the Estate:
* The Estate's EIN; and
* The Executors name and mailing address.
Thank you,
Nicole M. Sciotto, Esq.
Mason, Griffin & Pierson, PC
101 Poor Farm Road
Princeton, NJ 08540
(609) 436-1222 (office)
(732) 873-1429 (home office)
(609) 921-6543 (office main)
(609) 683-7978 (fax)
n.sciotto at mgplaw.com<mailto:n.sciotto at mgplaw.com>
visit our website: www.mgplaw.com<http://www.mgplaw.com/>
FRAUD ALERT: NEVER wire transfer funds without calling our office and speaking to us personally to confirm wiring instructions. When calling, do not use the phone number from the e-mail signature line, use our firm's published number (see mgplaw.com or your retainer letter). Even if an email with wire instructions looks like it has come from this office or from someone involved in your transaction, you should FIRST call the attorney or paralegal working on your transaction to verify the information before sending any money via wire transfer. We will send any wire information by FAX only.
This email transmission and any accompanying material contain confidential and/or privileged
information from the law firm of Mason, Griffin & Pierson, P.C. This communication is covered
by the Electronic Communications Privacy Act, 18 USC Sections 2510-2521 and may be legally
privileged. If you are not the intended recipient, you are hereby notified that any retention,
dissemination, distribution, copying or use of this communication is strictly prohibited. Please reply
to the sender if you have received this email in error, and then delete it. Thank you.
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