Thomas M. Lynch

2012Initial

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 29

    investments

  • 5

    positions

  • 0

    gifts

  • 3

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Faegre Baker Daniels (1/1/2012 through 12/28/2012)
  • Northwestern University School of Law
  • National Institute for Trial Advocacy
  • Estate of deceased family member ("Estate #1")
  • Baker & Daniels LLP (through 12/31/2011)
  • U.S. Department of Education #1
  • SLM Corp. ("Sallic Muc™)

As filed

Faegre BD Retirement Savings Plan (adm by Schwab) *

Vanguard Target Retirement 2020 Fund — Int/Div

Edwards Wildman Retirement Savings Plan (Mass Mutl, adm)

Invesco Stable Value Fund — Int/Div

MML Income and Growth Portfolio Fund (Mass Mutual) — Int/Div

Employee Savings Plan of Winston & Strawn LLP (Fid'ty, adm.)

Fidelity MIP 1] Class Bond Fund — Int/Div

Winston & Strawn LLP Retirement Plan

Fidelity MIP 11 Class 1 Bond Fund — Int/Div

Fidelity SEP IRA

Fidelity Cash Reserves — Interest

UBS Fmancial Services Inc. Indl IRA (UBS#1)

Pace Int'l Equity Investments Class A Fund — Int/Div

UBS Fmancial Services Inc. Ind'l IRA (UBS#2)

Invesco Amencan Franchise Fund Class A — Int/Div

UBS Financial Services Inc. Investment Account (UBS#3)

UBS Bank USA deposit account® — None

US Savings Bonds (fo pm #1 — Interest

US Savings Bonds (foc pum £2 — Interest

Beverly Bank & Trust Co., N.A

deposit account 21 — Interest

deposit account #2 — Interest

Certificate of Deposit #A (fhe J [7] — Interest

deposit account £3 (fo. I) — Interest

Certificate of Deposite #8 (fho pum [] — Interest

deposit account #4 (fon pm) — Interest

Estate #1**

AT&T common stock — Int/Div

Fifth Third Bank / State of III. Treasures deposit acnts. — None

Counsel, Faegre Baker Daniels (1/1/2012 through 12/28/2012)

Adpunct Faculty (not compensated), Northwestern University School of Law

Adjunct Faculty (not compensated ), National Institute for Trial Advocacy

Executor (not compensated), Estate of deceased family member ("Estate #1")

Counsel, Baker & Daniels LLP (through 12/31/2011)

Agreement — 1989 — Edwards Wildman Retirement Savings Plan (succeeding Wildman Harrold retirement plans), no control

Agreement — 1984 — Employee Savings Plan of Winston & Strawn LLP, no control

Agreement — 1984 — Winston & Strawn LLP Retirement Plan, no control

Liability — U.S. Department of Education #1 — Student loan « FE

Liability — SLM Corp. ("Sallic Muc™) — Student loan to

Liability — U.S. Department of Education #1 — Student loan to [Ts

Re Part I, "Positions", Lines 1 & 5; 11, "Agreements", Line 1; and Part VII, "Investments and Trusts", Line 1:

The law firms of Baker & Daniels LLP and Faegre & Benson LLP merged in 2012. In early 2013, the two firm's respective retirement plans, including mine, were

converted into the Facgre BD Retirement Savings Plan. The fund in which T was invested did not change with the conversion,

Re Part VIL, "Investments und Trusts", Line 17, entry for "UBS#3):

UBS reported & net loss after fees for CY 2012.

Re Part VIL, "Investments and Trusts", Line 27 and 29, entries for "Estate #17;

This is the estate of 4

The estate is in the process of closing and is attempting to locate, identify and recover any assets to which it may

have a claim. The estate has been informed that deposit account(s] to which it may have u claim (the "Fifth Third Bank deposit account(s|") may have been tumed

over to the State of lllinois under abandonment statutes. The estate is attempting to identify and recover any funds from said account{s]l. The value reported on

line 29 represents the estate's best estimate of the possible value of the accounts] based on scattered and incomplete information and it does not represent the

confirmed actual value of assets that can be recovered. The estate is not aware that said funds earned interest in 2012,

The estate also is attempting to ascertain’ possible holdings, if any, in the common stock of the former NYNEX Corp., US West Corp., Bell South

Corp. and SBC Corp. At this time, the estate 1s not aware whether it in fact held in 2012 or as of May 31, 2013, any interest in the shares of stock other than the

common stock identified on Line29 of Part VII of this report,

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Thomas M. Lynch | Frix