IN THE UNITED STATES DISTRICT COURT

FOR THE NORTHERN DISTRICT COURT ILLINOIS

EASTERN DIVISION

SIMON BERNSTEIN IRREVOCABLE  )

INSURANCE TRUST DTD 6/21/95,         )

)

Plaintiff,                                                         )

)

v.                                                                     )                       Case No. 13-cv-03643

)

HERITAGE UNION LIFE INSURANCE )                     Honorable Amy J. St. Eve

COMPANY,                                                  )                       Magistrate Mary M. Rowland

)

Defendant.                                                     )

----------------------------------------------------       )

HERITAGE UNION LIFE INSURANCE )                     Answer Amended Complaint         

COMPANY,                                                  )

)

Counter-Plaintiff,                                          )

)

v.                                                                     )

)

SIMON BERNSTEIN IRREVOCABLE )

INSURANCE TRUST DTD 6/21/95,         )

)

Counter-Defendant,                                      )

)

and,                                                                 )

)

FIRST ARLINGTON NATIONAL           )

BANK,   as Trustee of S.B. Lexington,       )

Inc. Employee Death Benefit Trust,            )

UNITED BANK OF ILLINOI S, BANK  )

OF AMERICA, successor in interest to      )

“LaSalle National Trust, N.A.”,                  )

SIMON BERNSTEIN TRUST, N. A.,       )

TED BERNSTEIN, individually and         )

as alleged Trustee of the Simon                   )

Bernstein Irrevocable Insurance Trust       )

Dtd. 6/21/95, and ELIOT BERNSTEIN,    )

)

Third-Party Defendants.                              )

----------------------------------------------------       )

Eliot Ivan Bernstein,                      )

)

Cross-Plaintiff,                                              )

)

v.                                                                     )

)

TED BERNSTEIN individually and          )

as alleged Trustee of the Simon                   )

Bernstein Irrevocable Insurance Trust       )

Dtd. 6/21/95                                                    )                      

)

Cross-Defendant                                           )

)

and                                                                  )

)                      

Pamela B. Simon, David B. Simon )

both Professionally and Personally,            )

Adam Simon both Professionally and    )

Personally, The Simon Law Firm,      )

Tescher & Spallina, P.A.,                )

Donald Tescher both Professionally )

and Personally, Robert Spallina      )

both Professionally and Personally,            )

Lisa Friedstein, Jill Iantoni,      )

S.B. Lexington, Inc. Employee    )

Death Benefit Trust, S.T.P.           )

Enterprises, Inc.,                                )

S.B. Lexington, Inc., National     )

Service Association, Inc.                          )

(of Florida) National                     )

Service Association, Inc.              )

(of Illinois) and                                   )

John and Jane Doe’s                          )

)

Third Party Defendants.                              )

POTENTIAL BENEFICIARIES[1]:

JOSHUA ENNIO ZANDER BERNSTEIN (ELIOT MINOR CHILD);

JACOB NOAH ARCHIE BERNSTEIN (ELIOT MINOR CHILD);

DANIEL ELIJSHA ABE OTTOMO BERNSTEIN (ELIOT MINOR CHILD);

ALEXANDRA BERNSTEIN (TED ADULT CHILD);

ERIC BERNSTEIN (TED ADULT CHILD);

MICHAEL BERNSTEIN (TED ADULT CHILD);

MATTHEW LOGAN (TED’S SPOUSE ADULT CHILD);

MOLLY NORAH SIMON (PAMELA ADULT CHILD);

JULIA IANTONI – JILL MINOR CHILD;

MAX FRIEDSTEIN – LISA MINOR CHILD;

CARLY FRIEDSTEIN – LISA MINOR CHILD;

INTERESTED PARTIES:

DETECTIVE RYAN W. MILLER – PALM BEACH COUNTY SHERIFF OFFICE;