-4...Trust's Assets filed with the Court on September 3, 201t !nd 4) a copy of the Cover Letter to...

8
STATE OF WISCONSIN CIRCUIT COURT DANE COUNTY BRANCH 17 WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS, Plaintiff, VS. Case No. 12-CX-44-A and 44A WISCONSIN FUNERAL DIRECTORS ASSOCIATION, INC. and FIDUCIARY PARTNERS, INC., as Trustee for the WISCONSIN FUNERAL TRUST, Defendants. AFFIDAVIT OF MAILING STATE OF WISCONSIN ) SS COUNTY OF MILWAUKEE I, Devon M. Wichelt, being first duly sworn, on oath, depose and state that: 1. I am a Paralegal at Mallery & Zimmerman, S.C. and am an adult resident of the State of Wisconsin, Milwaukee County. 2. On September 20, 2013, I mailed copies of 1) Notice of Hearing on (1) Motion by the Receiver for an Order Directing the Investment of the Trust's Assets and (2) Motion by the Receiver for an Order Approving an Interim Investment Policy; 2) Motion by the Receiver for an Order Approving an Interim Investment Policy; 3) a copy of the Motion by the Receiver for an Order Directing the Investment of the Trust's Assets filed with the Court on September 3, 201t !nd 4) a copy of the Cover Letter to The Honorable Peter C. Anderson accompanying the Motions submitted • the Court in this action in an adequately stamped envelope to each party named on the attached Exhibit A. Dated September 20, 2013. Nw."441.. Subscribed and sworn to before me .7.-7 r Pi/ '11 this 20 th day of September, 2013. 5 0 1 -,t' fir' ..- N Pu lc, tate o Wis S n .... ..- My Commission Expires -4_ 1

Transcript of -4...Trust's Assets filed with the Court on September 3, 201t !nd 4) a copy of the Cover Letter to...

Page 1: -4...Trust's Assets filed with the Court on September 3, 201t !nd 4) a copy of the Cover Letter to The Honorable Peter C. Anderson accompanying the Motions submitted • the Court

STATE OF WISCONSIN CIRCUIT COURT DANE COUNTY BRANCH 17

WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS,

Plaintiff,

VS. Case No. 12-CX-44-A and 44A

WISCONSIN FUNERAL DIRECTORS ASSOCIATION, INC.

and

FIDUCIARY PARTNERS, INC., as Trustee for the WISCONSIN FUNERAL TRUST,

Defendants.

AFFIDAVIT OF MAILING

STATE OF WISCONSIN ) SS

COUNTY OF MILWAUKEE

I, Devon M. Wichelt, being first duly sworn, on oath, depose and state that:

1. I am a Paralegal at Mallery & Zimmerman, S.C. and am an adult resident of the State of Wisconsin, Milwaukee County.

2. On September 20, 2013, I mailed copies of 1) Notice of Hearing on (1) Motion by the Receiver for an Order Directing the Investment of the Trust's Assets and (2) Motion by the Receiver for an Order Approving an Interim Investment Policy; 2) Motion by the Receiver for an Order Approving an Interim Investment Policy; 3) a copy of the Motion by the Receiver for an Order Directing the Investment of the Trust's Assets filed with the Court on September 3, 201t !nd 4) a copy of the Cover Letter to The Honorable Peter C. Anderson accompanying the Motions submitted • the Court in this action in an adequately stamped envelope to each party named on the attached Exhibit A.

Dated September 20, 2013.

Nw."441..

Subscribed and sworn to before me .7.-7 r Pi/

'11 — this 20th day of September, 2013. 5 0

1-,t' fir' ..-

N Pu lc, tate o Wis S

n .... ..-

My Commission Expires -4_

1

Page 2: -4...Trust's Assets filed with the Court on September 3, 201t !nd 4) a copy of the Cover Letter to The Honorable Peter C. Anderson accompanying the Motions submitted • the Court

A. J. Holly & Sons, Ltd.

526 S. Main St.

P.O. Box 254 Waupaca, WI 54981

Becker-Ritter Funeral Home

14075 W. North Avenue

Brookfield, WI 53005

Blaschke and Schneider Funeral Home

1501 West Avenue South

La Crosse, WI 54601

Borchardt & Moder Funeral Home,

Inc.

N5645 State Road 76

Shiocton, WI 54170

Bratley Funeral Home

P.O. Box 518 10 E. Bayfield

Washburn, WI 54891

Brettschneider-Trettin-Lederer

Funeral Chapel

606 N. Oneida St.

Appleton, WI 54911

Carlson Funeral Service, Inc

134 N. Stevens Street

Rhinelander, WI 54501

Cornerstone Funeral & Cremation

Services Inc.

135 Keller Blvd.

Beaver Dam, WI 53916

Daley Murphy Wisch & Associates

2355 Cranston Road Beloit, WI 53511

Exhibit A

Albrecht Funeral Homes &

Cremation Services, LLC.

P.O. Box 107

1004 S. Main St. Edgerton, WI 53534

Beeman-Patchak Funeral Home

104 Fremont Street

Boscobel, WI 53805

Bolger Funeral Home P.O. Box 87

Minocqua, WI 54548

Borchardt & Moder Funeral Home,

Inc.

209 W. Cook Street

New London, WI 54961

Bratley-Frost Home for Funerals

610 Ellis Avenue

Ashland, WI 54806

Bruch Funeral Home

3503 Roosevelt Road

Kenosha, WI 53142

Cline & Hanson Funeral Home

PO Box 119

New London, WI 54961

Cotter Funeral Home

860 N. Webster Avenue

De Pere, WI 54115

Derrick Funeral Home, Inc.

P.O. Box 730

800 Park Drive

Lake Geneva, WI 53147-0730

Albrecht Funeral Homes &

Cremation Services, LLC.

P.O. Box 231

828 S Janesville St Milton, WI 53563

Berth & Rosenthal Funeral Home

331 S. Ellis Avenue

Peshtigo, WI 54157

Borchardt & Moder Funeral Home, Inc.

P.O. Box 296

Hortonville, WI 54944

Boston Funeral Home

1649 Briggs Street

Stevens Point, WI 54481

Brett Funeral Home, Inc

2001 W. Wisconsin Avenue

Milwaukee, WI 53233

Burnham-Ours Funeral Home

P.O. Box 798

Chetek, WI 54728

Cline-Hanson-Dahlke Funeral Home

PO Box 119

New London, WI 54961

Crandall Funeral Home, Inc.

123 Elm Street

Mauston, WI 53948-1317

Downs-Lenroot-LeSage Funeral

Home

1209 E. 5th Street

Superior, WI 54880

Downs-LeSage Funeral Home

Eberhardt-Stevenson Funeral Home

Eberhardt-Stevenson Funeral Home

1304 Hammond Avenue

53 N. Main St. P.O. Box 66

Superior, WI 54880

P.O. Box 7

Marion, WI 54950

Clintonville, WI 54929

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Edison Funeral Home P.O. Box 755

Independence, WI 54747

Ellestad Funeral Home

500 N. 8th Street

Mount Horeb, WI 53572

Erickson-Rochon & Nash Funeral Home

901 Carpenter Avenue

Iron Mountain, MI 49801

Fuller-Speckien Funeral Home

3209 Rudolph Road

Eau Claire, WI 54701

Gunderson Funeral Home

7435 University Ave.

Middleton, WI 53562

Haase-Lockwood & Associates

Funeral Homes and Crematory

P.O. Box 310

Twin Lakes, WI 53181

Hamre Funeral Home, Inc.

P.O. Box 17

Lodi, WI 53555-0017

Eernisse Funeral Home P.O. Box 372

1600 W. Grand Ave

Port Washington, WI 53074

Erickson Funeral Home

60 Breeze Terrace

Argyle, WI 53504

Feerick Funeral Directors 2025 E. Capitol Drive

Shorewood, WI 53211

Gallagher Funeral Home Inc.

217 Congress Street

Oconto, WI 54153

Haase-Lockwood & Associates

Funeral Homes and Crematory

P.O. Box 127 or P.0 Box 404

103 Eagle Street

Eagle/Palmyra, WI 53119/53156

Haase-Lockwood & Associates

Funeral Homes and Crematory

P.O. Box 335

Genoa City, WI 53128

Hansen Funeral Home

424 Prospect Street

Beloit, WI 53511

Ehlert Funeral Home LLC

315 Lord Street

P.O. Box 189

Edgerton, WI 53534

Erickson Funeral Home

508 Park Place

Darlington, WI 53530

Forbes Funeral Home 319 W. Spruce Street

Sturgeon Bay, WI 54235

Gunderson Funeral Home

5203 Monona Drive

Monona, WI 53716

Haase-Lockwood & Associates

Funeral Homes and Crematory

730 N. Wisconsin St.

P.O. Box 161

Elkhorn, WI 53121

Hafemeister Funeral Home

611 E. Main Street

P.O. Box 475

Watertown, WI 53094

Hansen-Lendman Funeral Home

6019 Seventh Avenue

Kenosha, WI 53143

Harder Funeral Service

18700 W. Capitol Drive

Brookfield, WI 53045

Heritage F Hs - Gillette Johnson,

Johnson & Reiss

6615 W. Oklahoma Avenue

Milwaukee, WI 53219

Hare Funeral Home

217 W. Pearl Street

New Lisbon, WI 53950

Heritage F Hs-Scheuerell & Tebo-

Peppey-Klemmer

6615 W. Oklahoma Avenue

Milwaukee, WI 53219

Hemer Funeral Service, Inc.

555 W. Cedar Street

Medford, WI 54451

Heritage F Hs-Tebo-Peppey-

Klemmer & Scheuerell

6615 W. Oklahoma Avenue

Milwaukee, WI 53219

Heritage Funeral Homes-New Berlin

Hoof Funeral Home, Inc. Hooverson Funeral Homes, Inc.

Chapel

312 N. Park Street

P.O. Box 86

6615 W. Oklahoma Avenue

Reedsburg, WI 53959-1653

251 Water St.

Milwaukee, WI 53219

Sauk City, WI 53583

Page 4: -4...Trust's Assets filed with the Court on September 3, 201t !nd 4) a copy of the Cover Letter to The Honorable Peter C. Anderson accompanying the Motions submitted • the Court

Huehns Funeral Home

1414 Michigan Street

Sturgeon Bay, WI 54235

Jacobs Funeral Homes P.O. Box 250

Iron Mountain, MI 49801

Janssen-Molenda Family Funeral Home

2925 W. Lincoln Avenue

Milwaukee, WI 53215-2452

Jones-Jensen Funeral Home 248 S. Ludington Street

Columbus, WI 53925

Keehr Funeral Home

P.O. Box 426

Spring Valley, WI 54767

Kietzer - Miller Funeral Home

215 Forest Avenue

Kewaskum, WI 53040

Konrad-Behlman Funeral Homes

P.O. Box 78

Oshkosh, WI 54902-0078

Leikness Funeral Home

358 S. Oxford Street

P.O. Box 207

Wautoma, WI 54982

Lippert-Olson Funeral Home

1132 Superior Avenue

Sheboygan, WI 53081

Jack Funeral Homes, Ltd.

P.O. Box 577

Whitehall, WI 54773

Jacobs-Lundholm Funeral Home P.O. Box 250

Iron Mountain, MI 49801

Jelacic Funeral Home, Inc. 5639 W. Hampton Avenue

Milwaukee, WI 53218-5043

Joseph E. Sass Funeral Home 1019 W. Oklahoma Avenue

Milwaukee, WI 53215

Kessler Funeral Home, Inc.

304 S. Commercial Street

Neenah, WI 54956

Koepsell Funeral Homes, Inc.

109 N. Lincoln Avenue

Beaver Dam, WI 53916

Kwiatkowski Funeral Home

425 Jefferson Avenue

Omro, WI 54963

Lewin Funeral Home

P.O. Box 393

210 W. Main St.

Fremont, WI 54940

Lulloff-Peterson-Houck Funeral

Home

126 Diagonal Street

Dodgeville, WI 53533

Jacobs Funeral Home

405 W. Cayuga Street

Iron River, MI 49935

Jandt Funeral Homes

P.O. Box 1681

4239 Mormon Coulee

La Crosse, WI 54602

John J. Buettgen Funeral Home 948 Grand Avenue

Schofield, WI 54476

Justen Funeral Homes

3700 West Charles J. Miller Rd

Mc Henry, IL 60050

Ketola-Burla Funeral Home

635 E. Ayer Street

Ironwood, MI 49938

Kolstad Family Funeral Home

301 Fourth Street

P.O. Box 160

Centuria, WI 54824

Legacy Funeral Services, Inc.

2974 W. Main Street

P.O. Box 672

East Troy, WI 53120

Life Tributes Funeral Home 901 S. LaSalle St.

Spencer, WI 54479

Mach Funeral Chapel

31 E. Division Street

Fond du Lac, WI 54935

Maple Crest Funeral Home

Martin Schwartz Funeral Home

Max A. Sass & Sons

N2620 Hwy 22

100 Park Place

1515 West Oklahoma Avenue

Waupaca, WI 54981

P.O. Box 747

Milwaukee, WI 53215

Platteville, WI 53818-0747

Page 5: -4...Trust's Assets filed with the Court on September 3, 201t !nd 4) a copy of the Cover Letter to The Honorable Peter C. Anderson accompanying the Motions submitted • the Court

McCarthy-Koenig-Daniels Funeral

McGuire-Peterson-Houck Funeral

McKevitt-Patrick Funeral Home, Inc. Home

Home

P.O. Box 726 625 S. Browns Lake Drive

126 Diagonal Street

Ironwood, MI 49938-0726 Burlington, WI 53105

Dodgeville, WI 53533

Mealy Funeral Home

Miller Funeral Home

Miller-Reesman Funeral Home 225 W. Main Street

215 Forest Avenue

620-15th Ave Waterford, WI 53185

Kewaskum, WI 53040

Union Grove, WI 53182

Mountain Funeral Home 220 Third Ave East Ashland, WI 54806

Mueller F Hs of Ozaukee County, Inc. W63 N527 Hanover Avenue Cedarburg, WI 53012

Muehl-Boettcher Funeral Home 358 S. Main Street Seymour, WI 54165

Myrhum-Patten Funeral & Cremation Service 1315 W. Washington West Bend, WI 53095

Mueller F Hs of Ozaukee Co., Inc. P.O. Box 161 979 n. Green Bay Grafton, WI 53024

Nash Jackan Funeral Homes, Inc. P.O. Box C 120 E. Fritz Ave.

Ladysmith, WI 54848

Newcomer Funeral Home-Urban J Schumacher Chapel 340 South Monroe Avenue Green Bay, WI 54301

O'Connell Family FH & Cremation Services

520 S. Eleventh Street Hudson, WI 54016

Pederson-Volker Funeral Chapel, Inc. 44 E. Columbia Street Chippewa Falls, WI 54729

Picha Funeral Home 1600 Academy Street P.O. Box 7 Elroy, WI 53929

Pisarski-Dzikoski Funeral Home 703 Second Street Stevens Point, WI 54481

Nimsgern Funeral Home P.O. Box 230 Woodruff, WI 54568

O'Flahrity-Erickson Funeral Home

235 N. Judgement Street Shullsburg, WI 53586

Picha Funeral Home P.O. Box 757 Lake Delton, WI 53940

Picha Funeral Home 302 East Conant Street Portage, WI 53901

Plombon Funeral Service, Inc. P.O. Box 8 502 N. Broadway Street Stanley, WI 54768

O'Connell Family F Hs & Cremation Services P.O. Box 37 1010 Newton St Baldwin, WI 54002

Olson Funeral Home, Inc.

615 Wilson Avenue Menomonie, WI 54751

Picha Funeral Home P.O. Box 501 Hillsboro, WI 54634

Pisarski Community Funeral Home and Cremation Center 2911 Plover Road P.O. Box 193 Plover, WI 54467

Polnasek-Daniels Funeral Home 908 11th Avenue Union Grove, WI 53182

Poole Funeral Home, Inc. Prasser Kleczka Funeral Home

Prasser-Kleczka F H - South

203 N. Wisconsin Street

3275 S. Howell Avenue

Suburban

P.O. Box 88

Milwaukee, WI 53207

6080 S. 27th Street

Port Washington, WI 53074-0088

Milwaukee, WI 53221

Page 6: -4...Trust's Assets filed with the Court on September 3, 201t !nd 4) a copy of the Cover Letter to The Honorable Peter C. Anderson accompanying the Motions submitted • the Court

Pratt Funeral Service

120 N. Park Street

Richland Center, WI 53581

Raasch-Raetz Funeral Home 7709 W. Burleigh Street

Milwaukee, WI 53222

Roseberry's Funeral Home

P.O. Box 620

Friendship, WI 53934

Rowe Funeral Home P.O. Box 646 Frederic, WI 54837

Ruminski Funeral Home

P.O. Box 16

Redgranite, WI 54970-0016

Saether Funeral Home

P.O. Box 93

Blanchardville, WI 53516

Schmidt & Schulta Inc., Funeral

Home

P.O. Box E

Wittenberg, WI 54499

Schuette-Daniels, Inc. 625 S. Browns Lake Drive

Burlington, WI 53105

Shimon Funeral Home

824 Union Street

Hartford, WI 53207

Proko Funeral Home

5111-60th Street

Kenosha, WI 53144

Rhodes-Charapata FH and Crematory

P.O. Box 261

Crivitz, WI 54114

Rosman, Uehling, Kinzer Funeral Home

1125 Cranston Road

Beloit, WI 53511

Rozga - Schutte - Walloch Funeral Home 4309 South 20th St.

Milwaukee, WI 53221

Ryan Funeral Home

2418 N. Sherman Avenue

Madison, WI 53704

Saunders & McFarlin Funeral Home

107 W. Sumner St.

Harvard, IL 60033

Schmidt Funeral Home

629 Cedar Street

West Bend, WI 53095

Schwartz Funeral Home 142 W. Oak Street

Lancaster, WI 53813

Shriner-Hager-Gohlke Funeral Home

1455 Mansion Drive Box 86

Monroe, WI 53566-0086

Purath-Strand Funeral Home

3915 Douglas Avenue

Racine, WI 53402

Roberts Funeral Home 305 Chapple Avenue

Ashland, WI 54806

Rowe Funeral Home P.O. Box 359

Luck, WI 54853

Rozga Funeral Home 703 W. Lincoln Avenue

Milwaukee, WI 53215

Ryan Funeral Home & Crematory

305 N. Tenth

De Pere, WI 64115

Schiefelbein Funeral Service

13507 7th Street

P.O. Box 236

Osseo, WI 54758

Schneider Apfel Schneider &

Schneider Funeral Home

P.O. Box 71

Janesville, WI 53547-0071

Seefeld Family of Funeral Chapels 1025 Oregon Street

Oshkosh, WI 54902-6456

Shuda Funeral Chapel

3200 Stanley Street

Stevens Point, WI 54481

Sippel Funeral Home

Sippel Funeral Home

Skinner Funeral Home

2618 Altona Avenue

1311 Thorp Street

637 N. Main Street

PO Box 135

St. Cloud, WI 53079

Rice Lake, WI 54868

New Holstein, WI 53061

Page 7: -4...Trust's Assets filed with the Court on September 3, 201t !nd 4) a copy of the Cover Letter to The Honorable Peter C. Anderson accompanying the Motions submitted • the Court

Skinner Funeral Home - Cumberland

1245 First Avenue

Cumberland, WI 54829

Smith Funeral Home

P.O. Box 186

106 Roosevelt St

Pardeeville, WI 53954

Sturino Funeral Home 3014 Northwestern Avenue Racine, WI 53404

Thompson Funeral Home, Inc.

402 Center Street, P.O. Box 178

Wonewoc, WI 53968

Twohig Funeral Home, Inc

P.O. Box 710

109 W. Main St.

Campbellsport, WI 53010

Voie Funeral Home

P.O. Box 216

120 S Main St.

Iola, WI 54945-0216

Ward Funeral Home, Inc.

P.O. Box 143 130 S 5th Street

Evansville, WI 53536

Wenig Funeral Home

915 Center Avenue

Oostburg, WI 53070

Wilson Funeral Home, Inc.

1212 Lathrop Avenue

Racine, WI 53405

Skinner Funeral Home - Shell Lake

1245 First Avenue

Cumberland, WI 54829

Smith-Vangen Funeral Home

401 Angel Way

P.O. Box 367

Rio, WI 53960

Suchon Funeral Home 1317 State Road 67 P.O. Box 535

Plymouth, WI 53073

Tondin-Ross & Freeman Funeral

Home

901 Carpenter Ave.

Iron Mountain, MI 49801

Valley Funeral Home

2211 N. Richmond Street

Appleton, WI 54911

Vosseteig-Larson Funeral Home

P.O. Box 88

Viroqua, WI 54665

Weber-Hill Funeral Home

302 S. Lake Avenue Crandon, WI 54520-1547

Westgor Funeral Home

205 West Doty

Neenah, WI 54956

Yonke & Son Funeral Home

205 Prospect Avenue Pewaukee, WI 53072

Smith Funeral Chapel

2222 London Road

Eau Claire, WI 54701

Strasser-Roller Funeral Home

P.O. Box 13

Antigo, WI 54409

Suminski Funeral Home 2486 S. Kinnickinnic Avenue Milwaukee, WI 53207

Tuschen-Newcomer Funeral Home

302 Columbus Street

Sun Prairie, WI 53590

Verkuilen Funeral Home

101 Canal Street Little Chute, WI 54140

Wachholz & Sons Funeral Home

303 West Harvard Street

P.O. Box 115

Princeton, WI 54968-0115

Wenig Funeral Home

711 Broadway P.O. Box 141

Sheboygan Falls, WI 53085

Whitcomb-Lynch-Albrecht Funeral

Homes, Inc.

15 N. Jackson St.

P.O. Box 8186

Janesville, WI 53548

Zacherl Funeral Home

875 E. Division Street Fond du Lac, WI 54935-4601

Zimmer Funeral Homes, Inc. Zwaska Funeral Home

F. Mark Bromley, Esq.

W2132 Garton Road

4900 W. Bradley Road

Wisconsin Department of Justice

Sheboygan, WI 53083

Brown Deer, WI 53223-3632

P.O. Box 7857

Madison, WI 53707

Page 8: -4...Trust's Assets filed with the Court on September 3, 201t !nd 4) a copy of the Cover Letter to The Honorable Peter C. Anderson accompanying the Motions submitted • the Court

Lewis Beilin, Esq.

Wisconsin Department of Justice

P.O. Box 7857

Madison, WI 53707

Ian A.J. Pitz, Esq.

Michael Best & Friedrich LLP

100 East Wisconsin, Suite 330

Milwaukee, WI 53202-4121

Clifford D. Bobholz, Esq. Boardman & Clark

619 Oak Street

Baraboo, WI 53913-0443

Christopher Stroebel, Esq.

von Briesen & Roper, S.C.

Three South Pickney Street, Suite

1000

Madison, WI 53703

Andrew Parrish, Esq.

Department of Financial Institutions

P.O. Box 68

Madison, WI 53701

Katherine Koepsell, Esq. Quincey, Becker, Schuessler, Chase

& DeVitt

44 N. Main Street

Mayville, WI 53050

John S. Green

Wisconsin Department of Justice

P.O. Box 7857 Madison, WI 53707

David Gass, Esq.

Rhode Dales 607 N. 8th Street, 7th Floor

Sheboygan, WI 53081-4556

Greg P. Pittman, Esq. Galen W. Pittman, S.C.

300 N. 2nd Street, Suite 210

LaCrosse, WI 54602-0668

Thomas R. Schrimpf, Esq.

Hinshaw & Culbertson, LLP

100 East Wisconsin Avenue

Suite 2600 Milwaukee, Wisconsin 53202