# Brian Matthew Morris > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13144 ## Record - **Judge:** Brian Matthew Morris - **Year:** 2015 - **Report type:** Annual - **Pages:** 7 ## Text New York Life Variable Annuity MainStay ICAP Select Equity Fund — Int/Div MainStay VP Common Stock Portfolio — Int/Div MainStay VP Convertible Portfolio — Int/Div MainStay Janus Balanced Portfolio — Int/Div MainStay Large Cap Growth Portfolio — Int/Div MammStay VP S&P 500 Index Portfolio — Int/Div MainStay VP T. Rowe Price Equity Income Portfolio — Int/Div RBC Prime Money Market Fund — Interest Yahoo Common Stock — None Christenson & Prezeau, PLLP 401(k) Profit Sharing Plan American Funds AMCAP Fund — Int/Div American Funds New Perspective — Int/Div Franklin Templeton Mutual Global Discovery Fund — Int./y JP Morgan Mid-Cap Value Fund — Ine Neuberger Berman Socially Responsive Fund — Int/Div Oppenheimer Main Streeet Small & Mid: Cap Fund — Int/Div Carbon Energy Holdings — None Capital Housing Partners Share — istmbution First Interstate Bank (Cash Account) — Interest Estate ¥1 Agricultural property, Madison County. Montant — None Opportunity Bank (Cash Account) — Interest Liability — AES — Education Loan Liability — Chase Bank — Credit Card Liability — Amencan Express — Credit Card I serve as the exectutor for Estate #2 listed in Part |. Estate # 2 relates to my deceased aunt. [NNN who died in April 2015. | am serving as executor for no compensation and my spouse, dependent children, and 1 have no beneficial interest in principal or income from the estate, In fact, ull of the assets contained in Estate #2 are being transferred to two separate trusts set up for the benefit of my aunt's two adult children, These transfers should be completed in the next several months. It is my understanding that | am not required to list the assets or income of Estate #2 under these circumstances. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13144. Public record. Not legal advice.