Confidential Legal Communication | Case #094099 | State of Florida
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Case Overview
Dear Mrs. Annette Elise Brown,
Following our telephone conversation on February 26, 2026, this secure portal provides the comprehensive written documentation you requested regarding the unclaimed property claim for your late husband, Peter John Cisek.
As discussed, this communication serves as official confirmation of our services, your scheduled notary appointment, and the documentation requirements for processing your claim with the State of Florida.
Important Notice
Access to this page is logged for compliance and documentation purposes. This communication is confidential and intended solely for Annette Elise Brown at 1515 Dock St PH 908, Tacoma, WA 98402.
Decedent Information
Full Name
Peter John Cisek
Also Known As
Peter J. Cisek, P. J. Cisek
Social Security
024-32-XXXX (Issued in Massachusetts, 1959-1960)
Date of Birth
August 24, 1942
Date of Death
May 22, 2020 (Age 77)
Marital Status
Married to Annette Elise Brown (Legally married at time of death)
Unclaimed Funds Details
Account Owner
Peter J. Cisek
Reported Balance
$21,332.39
Asset Type
Mutual Funds – Traditional IRA
Institution
Vanguard 500 Index Fund Admiral
Date of Death
May 22, 2020
Claim Status
⏳ Documentation in Progress
Your Role
Trustee & Surviving Spouse
Due to the classification of the asset as a retirement account and the deceased status of the owner, the State of Florida requires enhanced documentation before authorizing release of funds. Our office is coordinating the preparation, verification, and submission of your complete claim package to ensure full compliance with Florida unclaimed property regulations.
Your Scheduled Notary Appointment
Date & Time
Sunday, March 9, 2026 at 1:00 PM
Location
1515 Dock St, Tacoma, WA 98402
Claimant
Annette Elise Brown
Contact Phone
(904) 476-4540
Service Type
Notarization of Unclaimed Property Claim Forms
Appointment Confirmation
As discussed during our call, you selected this date to allow sufficient time to obtain certified copies of the Death Certificate and Last Will and Testament from the City. Please bring these documents along with valid government-issued photo identification to your appointment.
Scope of Services
Our office provides the following comprehensive services for your unclaimed property claim:
1
Case Research & Verification
Identification and verification of unclaimed assets held by the State of Florida in the name of Peter John Cisek.
2
Document Preparation
Completion and preparation of all required state forms including UPRA (Unclaimed Property Request Affidavit), State Affidavit, and Estate Affirmation Statement.
3
Notary Coordination
Arrangement and scheduling of notarization services at your preferred location and time.
4
Compliance Review
Verification that all documentation meets State of Florida requirements to avoid rejection or Request for Information (RFI) delays.
5
Claim Submission
Professional packaging and submission of your complete claim to the Florida Bureau of Unclaimed Property.
6
Legal Representation
Representation before the State of Florida through Denny Borges, P.A., a licensed Florida Bar attorney, for any inquiries or additional documentation requests.
7
Status Monitoring
Ongoing monitoring of claim status and communication with state officials until final disbursement is approved.
Your Legal & Administrative Team
📊 TCG DATAE
Administrative processing & document coordination
⚖️ Denny Borges, P.A.
Florida Bar licensed legal representation
This dual-team structure ensures:
✓
Accurate completion of state-required forms
✓
Proper legal authority documentation
✓
Compliance with probate and estate verification standards
✓
Professional representation for state inquiries
Documents Provided By Our Office
The following claim forms are ready for your completion and notarization:
These forms must be printed and signed in the presence of a licensed notary public. Please bring valid government-issued photo identification to your notary appointment.
Documentation Required From You
As the surviving spouse and designated Trustee of Peter John Cisek's estate, please provide the following supporting documents at your notary appointment on March 9, 2026:
📋Certified copy of the Death Certificate — Available from the city where death occurred. Must be certified/raised seal copy.
📋Copy of the Last Will and Testament — If applicable. You indicated this document is being located and will be available by appointment date.
📋Proof of Trustee Authority — Documentation establishing your legal authority as Trustee of the estate.
📋Government-issued Photo Identification — Driver's License or Passport in the name of Annette Elise Brown.
📋Marriage Certificate (if available) — To establish spousal relationship (not required but helpful).
Critical Requirement
Incomplete documentation may result in delays or a formal Request for Information (RFI) from the State of Florida, which can extend processing time by 4-8 weeks. Please ensure all documents are obtained prior to your March 9th appointment.
Communication Timeline
Summary of our interactions and key milestones:
February 21, 2026 • 8:49 PM
📋 Case file created and invoice generated for unclaimed property claim services.
February 26, 2026 • 3:21 PM
📞 Initial Contact: Phone conversation with Annette Brown. Confirmed legal marriage to Peter John Cisek at time of death. Discussed role as Trustee and claim process.
February 26, 2026 • 3:29 PM
📅 Appointment Scheduled: Notary appointment set for March 9, 2026 at 1:00 PM at 1515 Dock St, Tacoma, WA 98402. Date selected to allow time to obtain Will and Death Certificate from city.
February 26, 2026 • 4:04 PM
💬 Initial case information sent via text message to (904) 476-4540 as requested by Annette Brown.
March 2, 2026 • 1:36 PM
📧 Documentation Request Received: Annette Brown requested written correspondence outlining services and requirements. She stated: "Although it's been a pleasure working telephonically with you on this issue, I'd like some hard copy correspondence outlining your services and what is required of me."
March 2, 2026 • Today
✅ This secure portal created in response to your request for comprehensive written documentation.
Preferred Communication
As indicated in your initial contact, you prefer to receive information via text message. A notification has been sent to (904) 476-4540 with a link to this secure portal. Correspondence can also be mailed to: Annette Elise Brown, 1515 Dock St PH 908, Tacoma, WA 98402.
✔ Confirm Receipt
Please confirm that you have received and reviewed this communication.
This will notify our office to proceed with the next steps.
