# Debra Ann Livingston

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10778

## Record

- **Judge:** Debra Ann Livingston
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 11

## Text

Estate——(H)
Citibank cash accounts — Interest
CREF Stock Fund — Int/Div
Fidelity Contrafund K (formerly Fid Contrafund) (n.1) — Int/Div
Fidelity Convertible Security — Int/Div
Fidelity Growth Co K (formerly Fid Growth) (n.2) — Int/Div
Fidelity Equity Div Inc, fka Fidelity Equity Income 11 (n.3) — Int/Div
Fidelity Magellan — Int/Div
TIAA Real Estate — Int/Div
TIAA Traditional Annuity — Interest
US. Savings Bonds — None
Vanguard 502 Balncd Indx (formerly Vg 078 Asset Alloc) (ind) — Int/Div
Vanguard 081 Intemational Growth — Int/Div — Sold (part)
Vanguard 122 Life Growth Portfolio — Int/Div
Vanguard 163 NY Tax Exempt — Interest
Vanguard 526 Morgan Growth Admiral — Int/Div — Sold (part)
Vanguard 548 Small Cap Admiral — Int/Div
Vanguard 593 Growth & Income Admiral — Int/Div
Vanguarad College Mod Age-Based Conservative — None
Vanguard Hi-Yield Corporate — Int/Div
Vanguard Index 500 — Int/Div
Vanguard Inflation-Protected Securities — Int/Div
Vanguard REIT Index Fund — Int/Div
Vanguard Wellington Fund — Int/Div
VDAIX Vanguard Div Apprec Idx — Int/Div — Sold
VEIPX Vanguard Equity Inc Fund — Int/Div — Sold
VFX Vanguard GNMA Fund Investor Shares — Int/Div — Sold
VWEHX Vanguard High-Yield Corp Fund — Int/Div — Sold
VWALX Vanguard High-Yield Tax Exempt Adm — Int/Div — Sold
VFICX Vanguard 1-T Investment Grade Inv — Int/Div — Sold
VWIUX Vanguard Inter-Term Tax-Exempt Adm — Int/Div — Sold
VWESX Vanguard Long-Term Inv-Gr Inv — Int/Div — Sold
VWLUX Vanguard Long-Term Tax Exempt Adm — Int/Div — Sold
VNJXX Vanguard NJ Tax-Exempt Money Mkt — Int/Div — Sold
VGSLX Vanguard REIT Index Fund Adm — Int/Div — Sold
VBTLX Vanguard Total Bond Mkt Index Adm — Int/Div — Sold
VDC Vanguard Consumer Staples ETF — Int/Div — Sold
VDE Vanguard Energy ETF — Int/Div — Sold
VHT Vanguard Health Care ETF — Int/Div — Sold
VOX Vanguard Telecom Services ETF — Int/Div — Sold
NLY Amnaly Capital Management Inc — Int/Div — Sold
AAPL Apple Inc — None — Sold
AT&T Inc — Int/Div — Sold
BIDU Baidu Inc Sponsored ADR — None — Sold
CTL Centurylink Inc — Int/Div — Sold
CIM Chimera Investment Corp — Int/Div — Sold
CLX Clorox Co — Int/Div — Sold
ED Consolidated Edison — Int/Div — Sold
DEO Diageo PLC New Sponsored ADR — Int/Div — Sold
DD DuPont El de Nemours & Co — Int/Div — Sold
EOG EOG Resources Inc — Int/Div — Sold
GOOG Google Inc — None — Sold
HNZ Heinz HJ Co — Int/Div — Sold
IP International Paper Co — Int/Div — Sold
MAC Macerich Co — Int/Div — Sold
MCD McDonalds Corp — Int/Div — Sold
PCL Plum Creek Timber Co Inc — Int/Div — Sold
RAI Reynolds American Inc — Int/Div — Sold
RIO Rio Tinto PLC Spnsr ADR — Int/Div — Sold
RDS/A Royal Dutch Shell PLC Sponst ADR — Int/Div — Sold
VZ Verizon Communications Inc — Int/Div — Sold
WM Waste Management Inc Del — Int/Div — Sold
WIN Windstream Corp — Int/Div — Sold
APL Amerigas Partners LP — Int/Div — Sold
BWP Boardwalk Pipeline Partners LP — Int/Div — Sold
BPL Buckeye Partners LP Unit Prinrship Int — Int/Div — Sold
KMP Kinder Morgan Energy Prtnrs LP Unit LP Int — Int/Div — Sold
LINE Linn Energy LLC Unit Lim Liab Int — Int/Div — Sold
OKS Oneok Partners LP Unit Ltd Prtnrshp — Int/Div — Sold
PAA Plains All Amencan Pipeline LP — Int/Div — Sold
Interest in condominium Tinton Falls NJ ns — None — Sold
PNC Bank cash accounts (n.6) — Interest — Closed
Citibank cash account (X) (n.7) — None — Open
Vanguard Prime Money Market Fund (X) nT (ng) — Int/Div — Buy
Vanguard Prime Money Market Fund (X) nT (ng) — Buy (add'l)
Vanguard Prime Money Market Fund (X) nT (ng) — Sold (part)
Vanguard Prime Money Market Fund (X) nT (ng) — Sold (part)
Vanguard Prime Money Market Fund (X) nT (ng) — Sold (part)
Vanguard Prime Money Market Fund (X) nT (ng) — Sold (part)
Vanguard Prime Money Market Fund (X) nT (ng) — Sold (part)
Vanguard Prime Money Market Fund (X) nT (ng) — Sold (part)
Vanguard Prime Money Market Fund (X) nT (ng) — Sold (part)
Trust $}==——(H)
Vanguard Wellington Fund Inv (X) — Int/Div — Buy
Vanguard Wellington Fund Inv (X) — Buy (add'l)
Vanguard Prime Money Market Fund (X) — Int/Div — Buy
Trust 6F======(H) (n.9)
Vanguard Wellesley Income Fund (X) — Int/Div — Buy
Vanguard Wellesley Income Fund (X) — Buy (add'l)
Vanguard Prime Money Market Fund (X) — Int/Div — Buy
Vanguard Prime Money Market Fund (X) — Buy (add'l)
Vanguard Prime Money Market Fund (X) — Sold (part)
Nevada 529 === (H) (n.10)
Vanguard 529 Moderate Age-Based Opt Income Portf (n. 10) — None — Open
Paul J. Kellner Professor of Law, Columba Law School
Uncompensated Trustee (co-trustee ), Trust fbo relative (“Trust 5J%)
Agreement — 12/1999 — Waolters-Kluwer Law & Business Aspen Publishers. Royalty payments on sales of co-authored case book. Comprehensive Criminal Procedure
Agreement — 1992 — See Part VII, Additional Information
Agreement — 2007 — See Part VIL Additional Information
Reimbursement — Federal Bar Council — February 4-11, 2012 — Kona, Hawan — Judicial Chair, FBC 2012 Winter Bench/Bar Conf — travel, lodging, meals tor self and spouse
Reimbursement — National Federalist Society — March 1-2, 2012 — Cambridge, MA — Speech to Harvard Federalist Society — travel, lodging, meal
Reimbursement — University of Virginia School of Law — May 13-15, 2012 — Charlottesville, VA — Judge Moot Court — travel, lodging, meals
Income — 2012 — Wolters-Kluwer Law & Business Aspen Publishers (royalties) — S20.036.86
Income — 2012 — Columbia Law School — $27,052.66
Part 11. Agreements.

2007. 1 continue to have retirement accounts maintained through Columbiz University, the individual holdings of which are listed under Part VII, Investments and

Trusts,

1992. As a result of my employment with the University of Michigan Law School from 1992-1994, 1 continue to hive a retirement account established through the

University of Michigan, the holdings of which are listed under Part VIL. Investments and Trusts. Contributions are of course no longer made to those retirement

accounts.

Part VIL. Investments and Trusts.

n.1 Fidelity Contrafund converted by Fidelity to Fidelity Contrafund K on 1/11/12 in a transaction that did not result in capital gains for income tax purposes.

There was no 2012 income for Fidelity Contrafund.

n.2 Fidelity Growth Co. converted by Fidelity to Fidelity Growth Co. K on 1/11/12 m a transaction that did not result in capital gains for income tax purposes.

There was no 2012 income for Fidelity Growth Co,

n.3 Name change only.

n.4 Vanguard 078 Asset Allocation converted by Vanguard to Vanguard 02 Balanced Index Fund on Feb. 10, 2012, and to Vanguard 502 Balanced Index Fund

Admiral on Aug. 28, 2012. No conversion resulted in capital gins for income tax purposes. Income level B as reported is aggregate; separately reported, income

level for each fund would be level A.

1.5 This was a return of deposit, less expenses to refurbish the unit,

1.6 The PNC bank accounts were inadvertenly omitted from the list of estate assets reported on the 2011 FDR. Atend 2011 the PNC bank accounts had value code

L and interest income value code A.

1.7 Noa-interest-paying account opened by

as executor of estate following issuance of Letters Testamentary in January 2012.

n.8 Multiple separate purchases were made on 3/9/12 corresponding to the separate liquidations listed in rows 25 through 70. This row lists the aggregate of all

purchases of this asset on 3/9/12.

n.9 Trust

is sole trustee.

0.10 This 529 account for relative S had been jointly owned by relatives. However, in May 2012, following the death of one of those relatives the year before, the

other relative renounced succession to the 529 account. On June 18, 2012, the account was transferred to

to maintain for the benefit of relative S. On

June 22, Vanguard exchanged in Vanguard Total Bond Market Index Portfolio and Vanguard Inflation-Protected Securities Portfolio, cach at about 50% of the

value of the account, and then exchanged them out, replacing them with Vanguard Moderate Age-Based Option: Income Portfolio. None of the exchanges resulted

in capital gains for income tax purposes.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10778. Public record. Not legal advice.
