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Home My WebLink AboutResolutions - 2015.08.26 - 21994MISCELLANEOUS RESOLUTION ; #15223 August 13, 2016 BY: Public Services Committee, William Dwyer, Chairperson IN RE: ANIMAL CONTROL AND PET ADOPTION CENTER — ACCEPTANCE OF GIFT TO THE OAKLAND COUNTY ANIMAL CONTROL AND PET ADOPTION CENTER To the Oakland County Board of Commissioners Chairperson, Ladies and Gentlemen: WHEREAS in current times, many people have become more enlightened and concerned about the fate and welfare of animals that come into contact with public animal shelters; and WHEREAS in Oakland County, we are extremely fortunate to have compassionate residents that give generously to the Oakland County Animal Control and Pet Adoption Center's Legacy Fund and support its efforts to provide the highest quality service and humane treatment to the animals entrusted to the care of the Oakland County Animal Control and Pet Adoption Center; and WHEREAS Ms. Joyce M. Dartas, a kind and generous person who was concerned about animals wellbeing, was aware of the quality service provided by the Oakland County Animal Control and Pet Adoption Center, and has demonstrated a lasting commitment to providing assistance throughout her lifetime; and WHEREAS Ms. Danas wanted to assist the Center in continuing its work for the protection and preservation of animals and has established a generous legacy to continue the humane support of animals into the future; and WHEREAS Ms. Danas previously donated an amount of $46,500 in July 2013 (received via Miscellaneous Resolution #13209); and $15,877.56 in December 2013 (received via Miscellaneous Resolution #14043; and $150,000 in August 2014 (received via Miscellaneous Resolution #14194); and WHEREAS Ms. Danas wishes are provided for in her living trust, in which now the Successor Trustee has made final distribution, "The Oakland County Animal Care Center, for a distribution amount of $59,925.25;" and WHEREAS #83204 requires that gift donations with a value of $10,000 or more, with no match or other financial obligations to the county, be reviewed by the department's/division's liaison committee, acknowledge by the Board of Commissioners by signed resolution, accounted for in the appropriate departmental donation account, and recorded as a general fixed County asset. NOW THEREFORE BE IT RESOLVED that the Oakland County Board of Commissioners acknowledges the generous gift of $59,925.25 bequeathed by Ms. Danas to the Oakland County Animal Control and Pet Adoption Center. BE IT FURTHER RESOLVED that the donation was accounted for in the Oakland County Animal Control and Pet Adoption Center's Legacy Fund. Chairperson, on behalf of the Public Services Committee, I move the adoption of the foregoing resolution. PUBLIC SERVICES COMMITTEE Motion carried unanimously on a roll call vote with McGillivray and Spisz absent. Richard S. Mroczk LAW OFFICES OF RICHARD S. MROCZKA, P.L.L.C. ATTORNEYS AND COUNSELORS AT LAW 44444 Mound Road, Suite 100 Sterling Heights, MI 48314 (586) 795-2375 Facsimile (586) 795-2378 Richard S. Mroczka, Esq. Of Counsel Jeffery A. Cojocar, Esq. Matthew S. Slazinski, Esq. May 12,2015 TO ALL INTERESTED PARTIES: RE: The Joyce M. Danas Living Trust Dated September 28, 2004 Our File No.: 12-06-075 Dear Interested Party: Enclosed please find a copy of the Successor Trustee's Final Account and Proposed Property Distribution for the above referenced Trust for your review (I have also provided you with a copy of the initial Inventory and First Annual Account in the event that you do not have those documents readily available). I have enclosed herein two (2) copies of a form titled "Receipt of Distributive Share" relative to the above referenced Trust estate. We must obtain a signed copy of this form from each beneficiary in order to distribute the Trust assets once the 28 day period for objections to the Final Account and Proposed Property Distribution has run. Accordingly, please review and sign one of the enclosed forms on the signature line provided for you and mail it back to my office in the enclosed self-addressed, stamped envelope (keep the second copy of the "Receipt of Distributive Share" for your records). Also, we realize that the Receipt of Distributive Share folku asks you to acknowledge that you have "received" your inheritance when, in fact, you have not yet received it. Once we have received the signed Receipts from all 8 beneficiaries, we will mail your inheritance check directly to you. If, for whatever reason, you are not comfortable with this request, the only other available option is for you to call our office and make an appointment to bring the signed Receipt of Distributive Share form into the office. We would then exchange the Receipt of Distributive Share fowl for your inheritance check (once all of the other beneficiaries have submitted said forms to us). Thank you for your attention in this matter, in anticipation of your prompt response, I remain, Very Truly Yours, LAW OFFICES OF RICHARD S. MROCZKA, P.L.L.C. RSM/as Enclosure (5) cc: Ms. Elaine R Danas RECEIVD WAY 1.8 2015 Corporation Counsel Attorney signature Law Offices of Richeird a Mroczka, P.L.L.C. Richard S. Mroczka Attorney name (type or print) 44444 Mound Road, Suite 100 Address Sterling Heights, MI 48314 City, state, zip P44340 Bar no. (586) 795-2375 Telephone no. NOV 1 9 2 013 Date Signature Elaine R. Danas Name (type or print) 4346 Buckingham Address Royal Oak, MI 48073 City, state, zip (248) 544-0360 Telephone no. Approved, SCAO JIS CODE: INV STATE OF MICHIGAN PROBATE COURT COUNTY OF OAKLAND INVENTORY [ I AMENDED .FILE NO, NOTE: Do not use this form if you are a conservator. Use form PC 674.You must serve this completed inventory on all interested persons as required by Michigan Court Rule 5.105 and 5.125. In the matter of The Joyce M. Danes Living Trust Dated September 28, 2004 I, Elaine R. Danes , Successor Trustee Name (type or print) Title as a complete and accurate inventory of all the assets of the estate and the fair market valuations as of the [x] date of death (decedent's estate only). [ j date of qualification as fiduciary (all other estates). PERSONAL PROPERTY AND REAL PROPERTY DESCRIPTION (If property has been used to secure a loan [including an equity line of credit], show the nature and amount of the lien. Definitions and instructions for completing the inventory are on the other side of this form.) LIEN AMOUNT TOTAL VALUE OF PROPERTY (without reduction for lien) Flagstar Bank Checking Account No. )0(x8495 $4,086.66 Flagstar Bank Savings Account No. )00(1310 $119,115.43 Flagstar Bank Money Market Account No, xxx5030 $134,007.90 Bank of America Account No. )oc<1399 $26,786.24 Bank of America Money Market Savings Account No. mo(0331 $187,933.68 Edward Jones Account No. )coc2914 $397,221.32 1/2 Interest in property located at 1455 Tiverton Trail Dr., Rochester Hills, MI 48307 $112,500.00 American Equity $95,044.57 Sun Life $24,792.34 Aviva $95,965.99 Fidelity & Guaranty Life contract # 9179153 $67,686.48 Fidelity & Guaranty Life contract # 9161926 $236,041.73 $1,501,182.34 TOTAL ASSETS declare under the penalties of perjury that this inventory has been examined by me and that its contents are true to the bes,Lof my information, knowledge, and belief. Do not write below this line - For court use only submit the following PC 677 (9/12) INVENTORY MCL 700.3706, MCL 700.3707, MOP. 5.307, MCR 5.310, IViCR 5.409(B) Si re ji2/4:n.; e fe., T akland Animal Care Center Name (type or print) Approved, SCAO STATE OF MICHIGAN COUNTY OF OAKLAND JIS CODE: RDS RECEIPT OF DISTRIBUTIVE SHARE FILE NO ( FULL M PARTIAL The Joyce M. Danes Living Trust Dated Seotember 22004 I received from the Successor Trustee the following: Check No. in the amount of $59,925.25 Date Law Offices of Richard S. Mroczka, P.L.L.0 Richard S. Mroczka P44340 Attorney name (type or print) Bar no. 44444 Mound Rd., Suite 100 Address Sterling Heights, MI 48314 City, state, zip (586) 795-2375 Telephone no. Do not write below this line - For court use only PC 688 (9107) RECEIPT OF DISTRIBUTIVE SHARE, PERSONAL PROPERTY MCL 700.3910 LAW OFFICES OF RICHARD S. MROCZKA, P.L.L.C. ATTORNEYS AND COUNSELORS AT LAW 44444 Mound Road, Suite 100 Sterling Heights, MI 48314 (586) 795-2375 Facsimile (586) 795-2378 Richard S. Mroczka, Esq, Of Counsel Jeffery A. Cojocar, Esq. Matthew S. Slazinski, Esq. June 25, 2015 TO ALL INTERESTED PARTIES: RE: The Joyce M. Danas Living Trust Dated September 28, 2004 Our File No.: 12-06-075 Dear Interested Party: Enclosed please find a check representing your final distribution from the above referenced Trust estate. Thank you for your attention in this matter, if you have any questions please feel free to contact my office. As always, I remain, Very Truly Yours, LAW OFFICES OF RICHARD S. MROCZKA, RSM/as Enclosure N.)-- c) RECEIVED JUN 2 9 2015 Corporation Counsel Paid by JOYCE DANAS 1455 TIVERTON TRAIL DR., ROCHESTER HILLS, MI A ALL AN-A.A.A.,11)L Page 1 of RECEIPT Ida d Co nty Animal Contr I and Pet Adupti C r * 1700 Brown Road, Auburn IiinDsr MI 48326 Receipt n mber 229611 Receipt date: 6/30/2u 15 Charges $59,923.25 $59,925,25 (Living Trust Check #1219) Payments/ credits Check: (859,925.25) Receipt bagance: TO.00 Printed 6/30/2015 at 11:55:32 AM http://courts2.oakgov.comfacp1us/RPA PReceiptaspN1=72&x2=41&ric1=280296 6/30/2015 Resolution #15223 August 13, 2015 The Chairperson referred the resolution to the Finance Committee. There were no objections. FISCAL NOTE (MISC. #15223) August 26, 2015 BY: Finance Committee, Tom Middleton, Chairperson IN RE: ANIMAL CONTROL AND PET ADOPTION CENTER - ACCEPTANCE OF GIFT TO THE OAKLAND COUNTY ANIMAL CONTROL AND PET ADOPTION CENTER To the Oakland County Board of Commissioners Chairperson, Ladies and Gentlemen: Pursuant to Rule XII-C of this Board, the Finance Committee has reviewed the above referenced resolution and finds: 1. Oakland County Animal Control and Pet Adoption Center has received a donation of $59,925.25 from the Estate of Joyce M. Danas, to assist in providing quality care to animals entrusted to the Division. The Estate previously donated $46,500 in July 2013 (received via Miscellaneous Resolution #13209), $15,877.56 in December 2013 (received via Miscellaneous Resolution #14043) and $150,000 in August 2014 (received Miscellaneous Resolution #14194). 2. The monies have been received in the Animal Control Legacy Fund (21310-9010101-114110- 650301), which is often used for purchase of cages, equipment, improvements, educational material for residents and school children, and medical care for the adoption of animals. 3. The donation is in accordance with Miscellaneous Resolution #83204, Procedure for Acceptance of a Gift Donation from Private Sources, as adopted July 14, 1983. 4. No budget amendment is required. FINANCE COMMITTEE VOTE: Motion carried unanimously on a roll call vote. Resolution #15223 August 26, 2015 Moved by Dwyer supported by McGillivray the resolutions (with fiscal notes attached) on the Consent Agenda be adopted (with accompanying reports being accepted) AYES: Fleming, Gershenson, Gingell, Gosselin, Hoffman, Jackson, KowaII, Long, Matis, McGillivray, Middleton, Quarles, Scott, Spisz, Taub, Weipert, Woodward, Zack, Bowman, Dwyer. (20) NAYS: None. (0) A sufficient majority having voted in favor, the resolutions (with fiscal notes attached) on the Consent Agenda were adopted (with accompanying reports being accepted). - 1 HEREBY APPROVE THIS RESOLUTION CHIEF DEPUTY COUNTY EXECUTIVE ACTING PURSUANT TO MCL 45.559A (7) STATE OF MICHIGAN) COUNTY OF OAKLAND) I, Lisa Brown, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true and accurate copy of a resolution adopted by the Oakland County Board of Commissioners on August 26, 2015, with the original record thereof now remaining in my office. In Testimony Whereof, I have hereunto set my hand and affixed the seal of the County of Oakland at Pontiac, Michigan this 26 th day of August 2015. Lisa Brown, Oakland County