×

Late businessman’s will contested

$1.3 million at stake

LOCK HAVEN — A late local businessman’s estate is being contested by his wife in a hearing set for today.

LorrieAnn P. Rosemeier, wife of the late Robert J. Rosemeier, claims her husband’s Last Will and Testament drawn up in October 2015 is invalid, believing that he was not in his right mind when it was written.

At stake is more than $1.3 million worth of trust funds that Rosemeier’s executor, Stephen Poorman, intends to donate to nine local charities.

The donations would follow the will written in 2015 which stated Poorman should “make donations of the Trust Funds to any charitable organization(s) that (Poorman) deems appropriate.”

According to court documents filed by her law firm, Miller, Kistler & Campbell, Mrs. Rosemeier claims her late husband was not of his right mind when the will was created in 2015 and that Poorman — who became his business consultant a few years prior and ultimately reportedly had power of attorney — took advantage of Mr. Rosemeier.

Documents provided by attorney John W. Lhota claim that Mr. Rosemeier was suffering from dementia and “was also drinking heavily and on several medications that further altered his mental state.”

It was noted in court documents that Mr. Rosemeier was 77 years old at the time the will was filed in 2015.

Mrs. Rosemeier’s attorneys further claim Mr. Rosemeier’s capacity was challenged during a court case nearly a month after the will was created on Nov. 19, 2015 in which he was unable to answer questions related to “the date, the day of the week, the name of the President of the United States, the location of the Clinton County Courthouse, the name of the presiding judge, the name of his attorney, and stated that he did not have children.”

Mrs. Rosemeier’s attorneys further contend that a will written in 2009 — which named her executor who would receive 100 percent of Rosemeier’s estate “real, personal or mixed” — is the correct will to follow.

In the event of Mrs. rosemeier’s passing, the will written in 2009 stated that Mr. Rosemeier’s son, Mark Rosemeier, would take her place.

According to the will created in 2015, Mrs. Rosemeier and Mark would “receive absolutely” nothing from Mr. Rosemeier’s estate.

The battle over control of Mr. Rosemeier’s assets has been ongoing for quite some time.

Lorrieann filed suit previously against Poorman alleging he was “mismanaging” Robert Rosemeier’s estate.

Poorman stepped into the Rosemeiers’ lives in 2014. Robert Rosemeier subsequently died Nov. 18, 2019.

Poorman has alleged that Mrs. Rosemeier barred her husband from their home in North Carolina before his passing, and he returned to Lock Haven in 2014 with nothing but the clothes on his back.

According to an Express report from August 2018, the Rosemeiers owned three parcels on the corner of Bellefonte Avenue and Commerce Street which were crucial to a developer’s plan to build a CVS drug store there. Poorman obtained financial power of attorney over Mr. Rosemeier on Nov. 12, 2014 and almost immediately tried to get more money for the three parcels, even though an agreement of sale had already been signed.

Mrs. Rosemeier alleges that he was trying to buy the properties for himself.

He lost the battle over the sale price in court and Mr. Rosemeier’s funds had to be used to pay the other side’s attorney fees. The parcels were sold, and the CVS store was built about a year and a half ago.

Meanwhile, Poorman obtained health care power of attorney over Mr. Rosemeier, on Dec. 9, 2015.

Poorman and Mrs. Rosemeier went to court in 2016 over the Collision Center, a local auto repair business that Mr. Rosemeier had owned. His wife tried to quash Poorman’s financial power of attorney. She later withdrew this civil suit, but evidently she is not finished with Poorman yet.

In the 2018 lawsuit, she again asked that the power of attorney be revoked, her allegations included more than money mismanagement.

She also alleged Poorman interfered with her marriage contract by filing for divorce on her husband’s behalf.

Poorman has both financial and health care powers of attorney for Mr. Rosemeier, but the court ruled that he did not have the power to file for divorce as he did.

Poorman’s actions reportedly included sending Mrs. Rosemeier a second petition for divorce, even though he never filed it with the courts.

She had alleged all of this caused her enough emotional distress that she deserves some compensation. Judge Michael F. Salisbury dismissed that claim.

The court papers said at the time that Mr. Rosemeier was in Susque-View Nursing and Rehabilitation Center and suffered from dementia.

As for the finances, she alleged that Poorman used his power of attorney for his own benefit, and for Mr. and Mrs. Rosemeier’s detriment, that he caused significant sums to be withdrawn from their joint funds, and that he was mingling Mr. Rosemeier’s money with his own.

There is little to no mention in any of the court filings of Rosemeier’s son, Mark, or his family.

NEWSLETTER

Today's breaking news and more in your inbox

I'm interested in (please check all that apply)
   

COMMENTS

Starting at $4.39/week.

Subscribe Today