Dispositive Documents
DOCUMENT
Red Link - Trial Evidence
Green Link - Trial Exhibits
Blue Link - Non Trial Produced
ORIGINAL / COPY PRODUCED AS EXHIBIT AT HEARING ORIGINAL / COPY PRODUCED AS EVIDENCE AT HEARING WITNESSES NOTARY NOTES
Simon Will 2012 ORIGINAL MISSING AT HEARING Copy Provided - States from Clerk that Original was received on 10/2/12.  STATES ORIGINAL HELD IN SAFE AT TESCHER & SPALLINA Robert Spallina and Kimberly Moran Lindsay Baxley Notarization fails to check person is know or produced ID thereby Notarization is flawed and it cannot be certain that Simon appeared before the Notary Baxley or Spallina or Moran.
Simon Will 2008 NOT PRODUCED FOR HEARING - So 2012 Will was not complete with all amendments, prior, etc. changes etc. to review. No Signatures as it claims CONFORMED but Robert Spallina and Diana Banks are listed as witnesses No Signature but Kimberly Moran listed  - COPY From TS Production Bates TS001359 records we have conformed Copy but NO CLERK SIGNATURE. STATES ORIGINAL HELD IN SAFE AT TESCHER & SPALLINA
Simon 2008 Simon Bernstein Revocable Trust NOT PRODUCED FOR HEARING Robert Spallina & Traci Kratish Kimberly Moran  - COPY From TS Production records Bates TS001402 
Simon 2008 Simon Bernstein Irrevocable Trust NOT PRODUCED FOR HEARING No Name under Witness of Simon Signature but may be Spallina.  Signed by Trustee of Wilmington Trust Nicole A. McClelland and attested by Laura Barone Notarized by Moran and Laura D. Barone MISSING AT HEARING
Simon 2012 Amended ORIGINAL MISSING AT HEARING Copy Provided Robert Spallina and Kimberly Moran Lindsay Baxley Notarization fails to check person is know or produced ID thereby Notarization is flawed and it cannot be certain that Simon appeared before the Notary
Shirley Will 2008 Alleged Conformed Copy Produced but NO CLERK SIGNATURE. Has no date stamp of clerk of when docketed like Simon's did. Robert Spallina and Diana Banks Kimberly Moran Sepate Memorandum Referenced Regarding Personal Property Missing.
Shirley Trust 2008 COPY - NO ORIGINAL PRODUCED AT TRIAL Robert Spallina and Traci Kratish Kimberly Moran Has Ted Pam and their lineals Predeceased for All Purposes of Dispositions and as a Beneficiary, yet inserted as Trustee?
Shirley Trust 2008 Amendment 1 COPY - NO ORIGINAL PRODUCED AT TRIAL Robert Spallina & Rachel Walker Kimberly Moran Not Dated on Main Page.  Numbering Sequence Goes from 1-3, allegedly done to remove Ted son from bequeathment
Shirley Trust 2008 SECOND Amendment 1 COPY - NO ORIGINAL PRODUCED AT TRIAL Robert Spallina & Rachel Walker Kimberly Moran Admitted Fraudulently Created by Spallina and Sent Mail to Attorney Christine Yates to create invalid Shirley Trust that changed beneficiaries illegally to include Ted and Pam Families
Shirley Family Trust NO ORIGINAL OR COPY PRODUCED AT TRIAL or EVER Missing Missing MISSING AT HEARING - NEVER HAS BEEN PRODUCED
Shirley Marital Trust NO ORIGINAL OR COPY PRODUCED AT TRIAL or EVER Missing Missing MISSING AT HEARING - NEVER HAS BEEN PRODUCED
Eliot Family Trust NO ORIGINAL OR COPY PRODUCED AT TRIAL Diana Banks & Traci Kratish  Kimberly Moran for Simon Shirley & Spallina as Independent Trustee MISSING AT HEARING. Copy from TS Production TS001260
Jill Family Trust NO ORIGINAL OR COPY PRODUCED AT TRIAL MISSING AT HEARING
Lisa Family Trust NO ORIGINAL OR COPY PRODUCED AT TRIAL MISSING AT HEARING
PAMELA B. SIMON, Trustee f/b/o Molly Simon under the Simon L. Bernstein Trust Dtd 9/13/12 NO ORIGINAL OR COPY PRODUCED AT TRIAL or EVER Unknown Unknown MISSING AT HEARING - NEVER HAS BEEN PRODUCED
ELIOT BERNSTEIN, individually, as Trustee f/b/o D.B., Ja. B. and Jo. B. under the Simon L. Bernstein Trust Dtd 9/13/12 NO ORIGINAL OR COPY PRODUCED AT TRIAL or EVER Unknown Unknown MISSING AT HEARING - NEVER HAS BEEN PRODUCED - Eliot was sued as Trustee of this Trust in Shirley Trust Construction but has never seen this trust or know any terms.
JILL IANTONI, Individually, as Trustee f/b/o J.I. under the Simon L. Bernstein Trust Dtd 9/13/12 NO ORIGINAL OR COPY PRODUCED AT TRIAL or EVER Unknown Unknown MISSING AT HEARING - NEVER HAS BEEN PRODUCED
LISA FRIEDSTEIN,Individually, as Trustee f/b/o Max Friedstein and C.F., under the Simon L. Bernstein Trust Dtd 9/13/12 NO ORIGINAL OR COPY PRODUCED AT TRIAL or EVER Unknown Unknown MISSING AT HEARING - NEVER HAS BEEN PRODUCED
Ted Bernstein,as Trustee f/b/o Michael, Alexandra and Eric Bernstein, under the Simon L. Bernstein Trust Dtd 9/13/12 NO ORIGINAL OR COPY PRODUCED AT TRIAL or EVER Unknown Unknown MISSING AT HEARING - NEVER HAS BEEN PRODUCED
WITNESSES PLAINTIFF LIST Testify at Trial Yes or No
Ted Bernsein Yes
Donald Tescher No
Robert Spallina Yes
Kimberly Moran No
Eliot Bernstein No
Pamela Simon No
Lisa Friedstein No
Jill Iantoni No
Bruce Stone No
SERVICE OF PROCESS FOR HEARING
Eliot Bernstein served improperly as Trustee fbo of his minor children of a Trust he has never seen.
Eliot Bernstein Family Trust, Jill Iantoni Family Trust and Lisa Friedstein Family Trust not served, Appears Spallina may still be Trustee in these.
Shirley Bernstein Family Trust and Shirley Bernstein Marital Trust not served
Josh not served
Counter Defendants in Shirley Trust Construction Case the Hearing was in that were NOT served process and where the counter is only stayed, not dismissed.

Robert L. Spallina, Esq., Tescher & Spallina, P.A., John J. Pankauski, Esq., Pankauski Law Firm PLLC, Donald Tescher, Esq., Ted Bernstein, Officer, LIC et al. COUNTER DEFENDANT & ACTING COUNSEL TO TED BERNSTEIN AND SERVED Alan B. Rose, Esq., Pamela Simon, President STP Enterprises, Inc., Mark R. Manceri, Esq., Mark R. Manceri, P.A., L. Louis Mrachek, Esq. PAGE, MRACHEK, FITZGERALD, ROSE, KONOPKA, THOMAS & WEISS, P.A., Charles D. Rubin @ Gutter Chaves Josepher Rubin Forman Fleisher Miller PA, Kimberly Moran, Lindsay Baxley aka Lindsay Giles, 
Witnesses to Documents Not Called
Diana Banks No
Lindsay Baxley No
Traci Kratish No
Rachel Walker No
Unknown Signor No
EXHIBITS DEFENDANTS
TAB DESCRIPTION BATES MARKED ADMITTED
Shirley Trust Second First Amendment Defendant 1
Defendant 2 - January 14, 2014 Tescher Spallina Resignation Letter.pdf
Defendant 2
Defendant 3 - April 09, 2012 Alleged Petition for Discharge Filed Post Mortem by Simon.pdf Defendant 3
EXHIBITS PLAINTIFF
2nd Amended List 12/10/15
PLAINTIFF’S SECOND AMENDED1 ,2 EXHIBIT LIST
Plaintiff, Ted S. Bernstein (the "Trustee"), hereby files his list of exhibits for the trial
scheduled for December 15, 2015, by Order of this Court dated September 24, 2015, as follows:
TAB DESCRIPTION BATES MARKED ADMITTED
1. May 20, 2008 Shirley Bernstein Will     Plaintiff 1
2. May 20, 2008 Shirley Bernstein Trust Agreement     Plaintiff 2
3. November 18, 2008 First Amendment to Shirley Trust Agreement     Plaintiff 3
1 First Amended Exhibit List added Exhibit(s) 40A-40F
2 Second Amended Exhibit List adds Exhibit 41
TAB DESCRIPTION BATES MARKED ADMITTED
4. July   25,   2012   Will   of   Simon   L. Bernstein TS004297-TS004305   Plaintiff 4
5. July 25,  2012  Amended  and  Restated Trust Agreement of Simon L. Bernstein     Plaintiff 5
6. Invalid November 18, 2008 First Amendment to Shirley Bernstein Trust Agreement TS001397-TS001399   Plaintiff 6 - Eliot Exhibit Book and Judges Book have different exhibits here
7. Bernstein Family Charts     Plaintiff 7
8. August 15, 2007 Letter from John A. Herrera, Esq. to Eliot Bernstein Re- Advancement of Inheritance TS006701-TS006703   Exhibit Tab 8
9. November 16, 2007 Client/Case Maintenance Form of Simon & Shirley Bernstein TS003232   Plaintiff 9 - Plaintiff's #8 is not booked into evidence missing from Evidence List so numbers out of sequence
10. Tescher & Spallina Attorney Notes Re: Bernstein TS003638-TS003646
&TS004061-4063
  Plaintiff 10
11. April 9, 2008 Letter from Robert Spallina to Mr. and Mrs. Simon Bernstein Re-Estate Planning     Plaintiff 11 - Where did this come from, not bates stamped so where does Ted get it?
12. Undated Financial Statement of Simon Bernstein     Plaintiff 13 - Plaintiff #12 is not booked into evidence and missing so numbers out of sequence.  No bates number listed here but appear on doc submitted to evidence? 
13. 2012   Financial   Statement   of   Simon Bernstein     Exhibit Tab 13
14. May, 2012 Email from E. Bernstein to
R.    Spallina    Re-Estate    of    Shirley Bernstein
TS003977   Plaintiff 14 - original missing and identified by Spallina in hearing as sent in mail but not in his production, only email copy.
15. May 24, 2012 Letter enclosing draft Wills from Spallina to Simon Bernstein Re-Estate Planning TS003983-TS004018   Plaintiff 15 
16. July   2,   2012   Simon   L.   Bernstein Durable Power of Attorney TS003916-TS003919   Plaintiff 16
17. July 26, 2012  Letter from Spallina to Simon Bernstein Re-Estate Planning TS003982   Plaintiff 17
18. Simon Leon Bernstein Certification of Death TS004163   Plaintiff 18
19. Notice of Administration In Re: Estate of Simon L. Bernstein TS004177   Exhibit Tab 19
20. October 23, 2012 Palm Beach Daily Business Review Notice of Administration In Re: Estate of Simon
L. Bernstein
TS004274   Exhibit Tab 20
21. iViewit.com         LLC         Promissory Noteholders Chart, Stock Ledger TS004329, TS004324-TS004325   Exhibit Tab 21
TAB DESCRIPTION BATES MARKED ADMITTED
22. LIC    Holdings,    Inc.    Analysis    of Shareholders and Shareholdings TS002953   Exhibit Tab 22
23. 2006-2010   LIC   Holdings,   Inc.   Tax Return 1120S Forms TS000925, TS002419, TS002421, CBIZ148, TS001531   MISSING FROM EXHIBIT BOOK
24-A December, 2013 Amended Inventory In Re: Estate of Simon Bernstein TS004201-TS004203 TS004206-TS004207   Exhibit Tab 24-A
24-B December 1, 2014 [2012CP004391 In
Re:   Estate   of   Simon   L.   Bernstein] Inventory by Brian M. O’Connell
    Exhibit Tab 24-B
25. March 26, 2015 Successor Trustee’s Notice of Accounting of The Simon Bernstein Revocable Trust From: February  3,  2014  through  March  15,
2015
    MISSING FROM EXHIBIT BOOK
26. March 31, 2015 [In Re: Estate of Shirley Bernstein, Case Number: 2011CP000653] Accounting of Successor Personal Representative     Exhibit Tab 26
27. March 31, 2015 [In Re: Estate of Shirley Bernstein, Case Number 2011CP000653] Inventory by Ted S. Bernstein, As Successor Personal Representative     Exhibit Tab 27
28. Fifteenth Judicial Circuit, Palm Beach County Case Number: 2011CP000653SB, In Re: Estate of Shirley Bernstein: Petition to Re-Close Estate Based Upon Prior Signed Waivers and for Discharge of Successor Personal Representative     Exhibit Tab 28
29. Fifteenth Judicial Circuit, Palm Beach County Case Number: 2012CP00439SB, In Re: Estate of Simon L. Bernstein: Ted S. Bernstein’s Motion for Instructions     Exhibit Tab 29
30. Fifteenth Judicial Circuit, Palm Beach County Case Number 2012CA013933, Stansbury v. Bernstein et al: Order of Dismissal with Prejudice of Certain Parties and Claims     Exhibit Tab 30
31. January  21,  2014  Resignation  of  Co- Trustee     NOT BATES STAMPED 
TAB DESCRIPTION BATES MARKED ADMITTED
32. March 4, 2014 Affidavit of Donald R. Tescher     Exhibit Tab 32
33. March  10,  2014  Affidavit  of  Robert Spallina     Exhibit Tab 33
34. Palm Beach County Case Number: 2012CP004391 In Re: The Estate of Simon L. Bernstein- September  22, 2014 Ted. S. Bernstein Amended Designations of the Deposition of Donald Tescher     MISSING FROM EXHIBIT BOOK
35. Preliminary Statement by  Eliot Bernstein in the USDC  Southern District of New York, Eliot Bernstein v. Appellate Division, First Department Departmental Disciplinary  Committee, et al     Exhibit Tab 35
36. Internet and Blog Postings with negative references to Ted S. Bernstein; Judge Colin; various fiduciaries and counsel, and others.   THIS IS NOT A NUMBERED EXHIBIT IT IS A DESCRIPTION HEADING, THERE IS NO 36
36-A January 11, 2014 Ted Bernstein Report by Investigative Blogger, Crystal L. Cox: Filing a Lien Against All Judges In Re: Shirley Bernstein     Exhibit Tab 36-A
36-B February 21, 2014 Ted Bernstein Report by Investigative Blogger, Crystal L. Cox Re: “Judge Martin Colin has a History of Protecting the Bad Guys…”     Exhibit Tab 36-B
36-C May 14, 2014 Ted Bernstein Report by Investigative Blogger, Crystal L. Cox Re: “John Pankauski”     Exhibit Tab 36-C
36-D March 30, 2015  Ted  Bernstein Insurance Scam Article by  Crystal L. Cox Re: 7020 Lions Head Lane Boca Raton, Real Estate Buyers Have a Legal Right to Have FULL DISCLOSURE. Buyer Be Aware     Exhibit Tab 36-D
36-E April 20, 2015 Article by Crystal Cox Re: Simon Bernstein Irrevocable Insurance Trust Dtd 6/21/95 v. Heritage Union Life Insurance Company; Insurance Fraud, Forged Documents, Murder Allegations, No Policy, and Millions Paid     Exhibit Tab 36-E
36-F June 4, 2015 Article by Crystal L. Cox Re:    Alan    B.    Rose    of    Mrachek,     Exhibit Tab 36-F
TAB DESCRIPTION BATES MARKED ADMITTED
  Fitzgerald, Rose, Konopka, Thomas, & Weiss Florida Probate Case      
36-G September 14, 2015 Article by Crystal
L.  Cox  Re:  Florida  Probate  Fraud, Forgery, and Corruption
    Exhibit Tab 36-G
37. November 9, 2012 and November 29, 2012 Letters from Christine P. Yates to Robert Spallina Re-Estates of Shirley Bernstein and Simon Leon Bernstein TS004363- TS004364, TS004365-TS004366   Exhibit Tab 37
38. Accounting for Sale of 7020 Lions Head Lane, Boca Raton, FL (if sale closed)     MISSING FROM EXHIBIT BOOK
39. Any   and   all   documents   listed   by Defendants, subject to objections     MISSING FROM EXHIBIT BOOK
40-A Envelope from  S.  Greenwald,  P.A.  to Mr. and Mrs. Simon L. Bernstein TS000001   Plaintiff 40A
40-B October  12,  2007  Cover  Letter  from Greenwald to Mr. and Mrs. Bernstein TS000043-TS000044   Plaintiff 40B
40-C August    15,    2000    Last    Will    and Testament of Simon Bernstein TS000002-000022   Plaintiff 40C
40-D August    15,    2000    Last    Will    and Testament of Shirley Bernstein TS000023-TS000042   Plaintiff 40D
40-E December 1, 2001 First Codicil to Last Will and Testament of Shirley Bernstein TS000045-TS000048   Plaintiff 40E
40-F November 30, 2001 First Codicil to Last Will and Testament of Simon L. Bernstein TS000049-TS000052   Plaintiff 40F
41. December 8, 2015 Ted Bernstein Report by Investigative Blogger, Crystal L. Cox Re: Florida Judge, Judge L. Phillips RULES to not disqualify himself? Wow, is that Lawful? Ethical? Etc.     Exhibit Tab 41
PLAINTIFF AMENDED LIST
PLAINTIFF’S AMENDED1 EXHIBIT LIST
TAB DESCRIPTION BATES MARKED ADMITTED
1. May 20, 2008 Shirley Bernstein Will      
2. May 20, 2008 Shirley Bernstein Trust Agreement      
3. November 18, 2008 First Amendment to Shirley Trust Agreement      
TAB DESCRIPTION BATES MARKED ADMITTED
4. July   25,   2012   Will   of   Simon   L. Bernstein TS004297-TS004305    
5. July 25,  2012  Amended  and  Restated Trust Agreement of Simon L. Bernstein      
6. Invalid November 18, 2008 First Amendment to Shirley Bernstein Trust Agreement TS001397-TS001399    
7. Bernstein Family Charts      
8. August 15, 2007 Letter from John A. Herrera, Esq. to Eliot Bernstein Re- Advancement of Inheritance TS006701-TS006703    
9. November 16, 2007 Client/Case Maintenance Form of Simon & Shirley Bernstein TS003232    
10. Tescher & Spallina Attorney Notes Re: Bernstein TS003638-TS003646
&TS004061-4063
   
11. April 9, 2008 Letter from Robert Spallina to Mr. and Mrs. Simon Bernstein Re-Estate Planning      
12. Undated Financial Statement of Simon Bernstein      
13. 2012   Financial   Statement   of   Simon Bernstein      
14. May, 2012 Email from E. Bernstein to
R.    Spallina    Re-Estate    of    Shirley Bernstein
TS003977    
15. May 24, 2012 Letter enclosing draft Wills from Spallina to Simon Bernstein Re-Estate Planning TS003983-TS004018    
16. July   2,   2012   Simon   L.   Bernstein Durable Power of Attorney TS003916-TS003919    
17. July 26, 2012  Letter from Spallina to Simon Bernstein Re-Estate Planning TS003982    
18. Simon Leon Bernstein Certification of Death TS004163    
19. Notice of Administration In Re: Estate of Simon L. Bernstein TS004177    
20. October 23, 2012 Palm Beach Daily Business Review Notice of Administration In Re: Estate of Simon
L. Bernstein
TS004274    
21. iViewit.com         LLC         Promissory Noteholders Chart, Stock Ledger TS004329, TS004324-TS004325    
TAB DESCRIPTION BATES MARKED ADMITTED
22. LIC    Holdings,    Inc.    Analysis    of Shareholders and Shareholdings TS002953    
23. 2006-2010   LIC   Holdings,   Inc.   Tax Return 1120S Forms TS000925, TS002419, TS002421, CBIZ148, TS001531    
24-A December, 2013 Amended Inventory In Re: Estate of Simon Bernstein TS004201-TS004203 TS004206-TS004207    
24-B December 1, 2014 [2012CP004391 In Re:   Estate   of   Simon   L.   Bernstein] Inventory by Brian M. O’Connell      
25. March 26, 2015 Successor Trustee’s Notice of Accounting of The Simon Bernstein Revocable Trust From: February  3,  2014  through  March  15,
2015
     
26. March 31, 2015 [In Re: Estate of Shirley Bernstein, Case Number: 2011CP000653] Accounting of Successor Personal Representative      
27. March 31, 2015 [In Re: Estate of Shirley Bernstein, Case Number 2011CP000653] Inventory by Ted S. Bernstein, As Successor Personal Representative      
28. Fifteenth Judicial Circuit, Palm Beach County Case Number: 2011CP000653SB, In Re: Estate of Shirley Bernstein: Petition to Re-Close Estate Based Upon Prior Signed Waivers and for Discharge of Successor Personal Representative      
29. Fifteenth Judicial Circuit, Palm Beach County Case Number: 2012CP00439SB, In Re: Estate of Simon L. Bernstein: Ted S. Bernstein’s Motion for Instructions      
30. Fifteenth Judicial Circuit, Palm Beach County Case Number 2012CA013933, Stansbury v. Bernstein et al: Order of Dismissal with Prejudice of Certain Parties and Claims      
31. January  21,  2014  Resignation  of  Co- Trustee      
TAB DESCRIPTION BATES MARKED ADMITTED
32. March 4, 2014 Affidavit of Donald R. Tescher      
33. March  10,  2014  Affidavit  of  Robert Spallina      
34. Palm Beach County Case Number: 2012CP004391 In Re: The Estate of Simon L. Bernstein- September  22, 2014 Ted. S. Bernstein Amended Designations of the Deposition of Donald Tescher      
35. Preliminary Statement by  Eliot Bernstein in the USDC  Southern District of New York, Eliot Bernstein v. Appellate Division, First Department Departmental Disciplinary  Committee, et al      
36. Internet and Blog Postings with negative references to Ted S. Bernstein; Judge Colin; various fiduciaries and counsel, and others
36-A January 11, 2014 Ted Bernstein Report by Investigative Blogger, Crystal L. Cox: Filing a Lien Against All Judges In Re: Shirley Bernstein      
36-B February 21, 2014 Ted Bernstein Report by Investigative Blogger, Crystal L. Cox Re: “Judge Martin Colin has a History of Protecting the Bad Guys…”      
36-C May 14, 2014 Ted Bernstein Report by Investigative Blogger, Crystal L. Cox Re: “John Pankauski”      
36-D March 30, 2015  Ted  Bernstein Insurance Scam Article by  Crystal L. Cox Re: 7020 Lions Head Lane Boca Raton, Real Estate Buyers Have a Legal Right to Have FULL DISCLOSURE. Buyer Be Aware      
36-E April 20, 2015 Article by Crystal Cox Re: Simon Bernstein Irrevocable Insurance Trust Dtd 6/21/95 v. Heritage Union Life Insurance Company; Insurance Fraud, Forged Documents, Murder Allegations, No Policy, and Millions Paid      
36-F June 4, 2015 Article by Crystal L. Cox Re:    Alan    B.    Rose    of    Mrachek,      
TAB DESCRIPTION BATES MARKED ADMITTED
  Fitzgerald, Rose, Konopka, Thomas, & Weiss Florida Probate Case      
36-G September 14, 2015 Article by Crystal
L.  Cox  Re:  Florida  Probate  Fraud, Forgery, and Corruption
     
37. November 9, 2012 and November 29, 2012 Letters from Christine P. Yates to Robert Spallina Re-Estates of Shirley Bernstein and Simon Leon Bernstein TS004363- TS004364, TS004365-TS004366    
38. Accounting for Sale of 7020 Lions Head Lane, Boca Raton, FL (if sale closed)      
39. Any   and   all   documents   listed   by Defendants, subject to objections      
40-A Envelope from  S.  Greenwald,  P.A.  to Mr. and Mrs. Simon L. Bernstein TS000001    
40-B October  12,  2007  Cover  Letter  from Greenwald to Mr. and Mrs. Bernstein TS000043-TS000044    
40-C August    15,    2000    Last    Will    and Testament of Simon Bernstein TS000002-000022    
40-D August    15,    2000    Last    Will    and Testament of Shirley Bernstein TS000023-TS000042    
40-E December 1, 2001 First Codicil to Last Will and Testament of Shirley Bernstein TS000046-TS000048    
40-F November 30, 2001 First Codicil to Last Will and Testament of Simon L. Bernstein TS000049-TS000052    
Plaintiff Original List
PLAINTIFF’S EXHIBIT LIST
Plaintiff, Ted S. Bernstein (the "Trustee"), hereby files his list of exhibits for the trial
scheduled for December 15, 2015, by Order of this Court dated September 24, 2015, as follows:
TAB DESCRIPTION BATES MARKED ADMITTED
1. May 20, 2008 Shirley Bernstein Will      
2. May 20, 2008 Shirley Bernstein Trust Agreement      
3. November 18, 2008 First Amendment to Shirley Trust Agreement      
4. July   25,   2012   Will   of   Simon   L. Bernstein TS004297-TS004305    
TAB DESCRIPTION BATES MARKED ADMITTED
5. July 25,  2012  Amended  and  Restated Trust Agreement of Simon L. Bernstein      
6. Invalid November 18, 2008 First Amendment to Shirley Bernstein Trust Agreement TS001397-TS001399    
7. Bernstein Family Charts      
8. August 15, 2007 Letter from John A. Herrera, Esq. to Eliot Bernstein Re- Advancement of Inheritance TS006701-TS006703    
9. November 16, 2007 Client/Case Maintenance Form of Simon & Shirley Bernstein TS003232    
10. Tescher & Spallina Attorney Notes Re: Bernstein TS003638-TS003646
&TS004061-4063
   
11. April 9, 2008 Letter from Robert Spallina to Mr. and Mrs. Simon Bernstein Re-Estate Planning      
12. Undated Financial Statement of Simon Bernstein      
13. 2012   Financial   Statement   of   Simon Bernstein      
14. May, 2012 Email from E. Bernstein to
R.    Spallina    Re-Estate    of    Shirley Bernstein
TS003977    
15. May 24, 2012 Letter enclosing draft Wills from Spallina to Simon Bernstein Re-Estate Planning TS003983-TS004018    
16. July   2,   2012   Simon   L.   Bernstein Durable Power of Attorney TS003916-TS003919    
17. July 26, 2012  Letter from Spallina to Simon Bernstein Re-Estate Planning TS003982    
18. Simon Leon Bernstein Certification of Death TS004163    
19. Notice of Administration In Re: Estate of Simon L. Bernstein TS004177    
20. October 23, 2012 Palm Beach Daily Business Review Notice of Administration In Re: Estate of Simon
L. Bernstein
TS004274    
21. iViewit.com         LLC         Promissory Noteholders Chart, Stock Ledger TS004329, TS004324-TS004325    
22. LIC    Holdings,    Inc.    Analysis    of Shareholders and Shareholdings TS002953    
TAB DESCRIPTION BATES MARKED ADMITTED
23. 2006-2010   LIC   Holdings,   Inc.   Tax Return 1120S Forms TS000925, TS002419, TS002421, CBIZ148, TS001531    
24-A December, 2013 Amended Inventory In Re: Estate of Simon Bernstein TS004201-TS004203 TS004206-TS004207    
24-B December 1, 2014 [2012CP004391 In
Re:   Estate   of   Simon   L.   Bernstein] Inventory by Brian M. O’Connell
     
25. March 26, 2015 Successor Trustee’s Notice of Accounting of The Simon Bernstein Revocable Trust From: February  3,  2014  through  March  15,
2015
     
26. March 31, 2015 [In Re: Estate of Shirley Bernstein, Case Number: 2011CP000653] Accounting of Successor Personal Representative      
27. March 31, 2015 [In Re: Estate of Shirley Bernstein, Case Number 2011CP000653] Inventory by Ted S. Bernstein, As Successor Personal Representative      
28. Fifteenth Judicial Circuit, Palm Beach County Case Number: 2011CP000653SB, In Re: Estate of Shirley Bernstein: Petition to Re-Close Estate Based Upon Prior Signed Waivers and for Discharge of Successor Personal Representative      
29. Fifteenth Judicial Circuit, Palm Beach County Case Number: 2012CP00439SB, In Re: Estate of Simon L. Bernstein: Ted S. Bernstein’s Motion for Instructions      
30. Fifteenth Judicial Circuit, Palm Beach County Case Number 2012CA013933, Stansbury v. Bernstein et al: Order of Dismissal with Prejudice of Certain Parties and Claims      
31. January  21,  2014  Resignation  of  Co- Trustee      
32. March 4, 2014 Affidavit of Donald R. Tescher      
TAB DESCRIPTION BATES MARKED ADMITTED
33. March  10,  2014  Affidavit  of  Robert Spallina      
34. Palm Beach County Case Number: 2012CP004391 In Re: The Estate of Simon L. Bernstein- September  22, 2014 Ted. S. Bernstein Amended Designations of the Deposition of Donald Tescher      
35. Preliminary Statement by  Eliot Bernstein in the USDC  Southern District of New York, Eliot Bernstein v. Appellate Division, First Department Departmental Disciplinary  Committee, et al      
36. Internet and Blog Postings with negative references to Ted S. Bernstein; Judge Colin; various fiduciaries and counsel, and others
36-A January 11, 2014 Ted Bernstein Report by Investigative Blogger, Crystal L. Cox: Filing a Lien Against All Judges In Re: Shirley Bernstein      
36-B February 21, 2014 Ted Bernstein Report by Investigative Blogger, Crystal L. Cox Re: “Judge Martin Colin has a History of Protecting the Bad Guys…”      
36-C May 14, 2014 Ted Bernstein Report by Investigative Blogger, Crystal L. Cox Re: “John Pankauski”      
36-D March 30, 2015  Ted  Bernstein Insurance Scam Article by  Crystal L. Cox Re: 7020 Lions Head Lane Boca Raton, Real Estate Buyers Have a Legal Right to Have FULL DISCLOSURE. Buyer Be Aware      
36-E April 20, 2015 Article by Crystal Cox Re: Simon Bernstein Irrevocable Insurance Trust Dtd 6/21/95 v. Heritage Union Life Insurance Company; Insurance Fraud, Forged Documents, Murder Allegations, No Policy, and Millions Paid      
36-F June 4, 2015 Article by Crystal L. Cox Re: Alan B. Rose of Mrachek, Fitzgerald, Rose, Konopka, Thomas, & Weiss Florida Probate Case      
TAB DESCRIPTION BATES MARKED ADMITTED
36-G September 14, 2015 Article by Crystal
L.  Cox  Re:  Florida  Probate  Fraud, Forgery, and Corruption
     
37. November 9, 2012 and November 29, 2012 Letters from Christine P. Yates to Robert Spallina Re-Estates of Shirley Bernstein and Simon Leon Bernstein TS004363- TS004364, TS004365-TS004366    
38. Accounting for Sale of 7020 Lions Head Lane, Boca Raton, FL (if sale closed)      
39. Any   and   all   documents   listed   by Defendants, subject to objections