Weiss v. Lincoln National Life Insurance Company

MOTION for Summary Judgment

E.D.N.Y.May 22, 2017

Case 1:14-cv-04944-ERK-JO Document 38 Filed 05/22/17 Page 1 of 3 PageID #: 403 Case 1:14-cv-04944-ERK-JO Document 38 Filed 05/22/17 Page 2 of 3 PageID #: 404 CERTIFICATE OF SERVICE I hereby certify that on April 7, 2017, I served the forgoing Notice of Motion for Summary Judgment; Statement of Material Facts with exhibit A; and Memorandum of Law in Support of Plaintiff’s Motion for Summary Judgment, by email and overnight mail via Federal Express to the following: Paul Hummer Saul Ewing LLP 1500 Market Street, 18th Floor Philadelphia, PA 19102 Valerie Pennacchio Saul Ewing LLP One Riverfront Plaza 1037 Raymond Boulevard, Suite 1520 Newark, NJ 07102 _ /s/ Ira S. Lipius Ira S. Lipsius Case 1:14-cv-04944-ERK-JO Document 38 Filed 05/22/17 Page 3 of 3 PageID #: 405 Case 1:14-cv-04944-ERK-JO Document 38-1 Filed 05/22/17 Page 1 of 7 PageID #: 406 Case 1:14-cv-04944-ERK-JO Document 38-1 Filed 05/22/17 Page 2 of 7 PageID #: 407 Case 1:14-cv-04944-ERK-JO Document 38-1 Filed 05/22/17 Page 3 of 7 PageID #: 408 Case 1:14-cv-04944-ERK-JO Document 38-1 Filed 05/22/17 Page 4 of 7 PageID #: 409 Case 1:14-cv-04944-ERK-JO Document 38-1 Filed 05/22/17 Page 5 of 7 PageID #: 410 Case 1:14-cv-04944-ERK-JO Document 38-1 Filed 05/22/17 Page 6 of 7 PageID #: 411 Case 1:14-cv-04944-ERK-JO Document 38-1 Filed 05/22/17 Page 7 of 7 PageID #: 412 EXHIBIT A Case 1:14-cv-04944-ERK-JO Document 38-2 Filed 05/22/17 Page 1 of 4 PageID #: 413 Case 1:14-cv-04944-ERK-JO Document 38-2 Filed 05/22/17 Page 2 of 4 PageID #: 414 the premium calculation set forth in the Certificate. The following is a breakdown of the grace amount setforthin the July 31, 2012 grace notice: Beginning Account Value as of 7/6/2012 Surrender Charge Cash Surrender Value Charges Due: Expense Cost of Insurance Amount Deficient Grossed up by Premium Load 7.5% One month of future charges: Expense Cost oflnsurance Total Charge Grossed up by Premium Load 7.5% Grace Amount . VERIFICATION -2- $199,092.15 $195,050.00 $ 4,042.15 $ 4.00 $ 8,349.75 $ 4,311.60 $ 4,661.19 $ 4.00 $ 8,696.90 $ 8,700.90 $ 9,406.38 $ .14,067.57 Case 1:14-cv-04944-ERK-JO Document 38-2 Filed 05/22/17 Page 3 of 4 PageID #: 415 Case 1:14-cv-04944-ERK-JO Document 38-2 Filed 05/22/17 Page 4 of 4 PageID #: 416 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 1 of 13 PageID #: 417 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 2 of 13 PageID #: 418 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 3 of 13 PageID #: 419 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 4 of 13 PageID #: 420 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 5 of 13 PageID #: 421 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 6 of 13 PageID #: 422 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 7 of 13 PageID #: 423 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 8 of 13 PageID #: 424 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 9 of 13 PageID #: 425 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 10 of 13 PageID #: 426 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 11 of 13 PageID #: 427 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 12 of 13 PageID #: 428 Case 1:14-cv-04944-ERK-JO Document 38-3 Filed 05/22/17 Page 13 of 13 PageID #: 429