# Stefan R. Underhill

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10883

## Record

- **Judge:** Stefan R. Underhill
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 6

## Text

Fidelity Contrafund (IRA) — Int/Div — Sold (part)
Fidelity Balanced (IRA) — Int/Div — Sold (part)
Artisan International Fund — istnibution
Legg Mason Value Trust — None
Vanguard Star Fund — Int/Div — Sold (part)
Massachusetts Mutual Life Ins, Co. enh whole life policy — None
Guardian Life Ins. Co. whole life policy — None
Conn. General Life Ins. Co. universal life policy — None
Northwestern Mutual whole life and 65 life policies — None
Connecticut Teachers’ Retirement Board (vested pension) — None
People’s United Bank accounts — Interest
AXA Equitable whole life policy — None
Trustee, Insurance Trust
Trustee, Trust 44
Visiting Lecturer, Yale University Law School
Visiting Lecturer, University of Virginia School of Law
Liability — Northwestern Umiversity — Educational Loans
Liability — Citibank — Educational Loans
Liability — Northwestern Mutual Life Insurance Co. — Loun against cash value of hie msurance
Liability — U.S. Department of Education — Educational Loans
Liability — Sale Mae — Educational Loans
Reimbursement — Katherine Penberthy — September 27 - 30, 2012 — Washington, DC — Perform wedding — Hotel
Income — 2012 — Yale University School of Law - teaching — S15.000.00
Income — 2012 — Umiversity of Virgima School of Law - teaching — S1O.000.00
Spouse's income — 2012 — Bridgeport Public Schools - Salary
Spouse's income — 2012 — Self-emploved tutor
Part VII:

= Assets listed in Part VII include assets held by

trusts identified in Part |

- Lines 1 and 2 of Part VII of my 2011 report should have reflected partial sales of J value on November 28, 201 1; those sales were effectively cancelled by

rollover contributions of identical amonts on January 17, 2012.

- The cash values of the life insurance policies listed on lines 6, 7 and 8 of Section VII do not reflect the impact of the loans taken agamst those policies, which are

held mn trust,

= The cash values of the life insurance policies listed on line 9 of Section VII do not reflect the impact of the loans reported on line 3 of Section VI.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10883. Public record. Not legal advice.
