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Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Part VIII
  • Guardian Life Insurance Co., whole life
  • (Crown Life Insurance Co., ordinary life)

As filed

Genenl Electric Common — Int/Div

AT&T Inc. Common — Int/Div

ExxonMobil Corp. Common — Int/Div

IsraelBonds — Interest

Goldman Sachs CD — Interest

Verizon Common — Int/Div

GE Money Bank, Salt Lake City, UT CD — Interest

Dreyfus Growth & Income (IRA) (DWS) — Int/Div — Part VIII

AARP Growth & Income Fund (DWS Investments) — Int/Div

Dreyfus Growth & Income (IRA) (DWS) — Int/Div — Part VIII

NuveenReinvestment Acct (CT Mun) — Interest

Phoenix Common — Int/Div

Comcast Common — Int/Div

WellsFargo — None — Part VIII

Morgan Stanley Bank CD — Interest

Morgan Stanley Bank CD — Interest

Guardian Life Insurance — Int/Div

Crown Life Insurance (X) — Int/Div

Guilford Savings Bank — Interest

RBC Investments — Int/Div — Part VIII

Ally Bank — Interest

ING Direct — Interest — Redeemed — Part VIII

Vanguard Admiral Share — Int/Div

Liability — Guardian Life Insurance Co., whole life — Loan against cash value

Liability — (Crown Life Insurance Co., ordinary life) — See Part VIII

Part VI | am deleting Crown Life Insurance Co. from Section V1 because the loan against the value is less than the amount required to report.

Part VII #8 Dreyfus is also known as DWS

Part VIII #10 Dreyfus is also known as DWS

Part VII #14 Wachovia Bank was taken over by Wells Fargo where 1 presently maintain an account.

Part VI11#20 RBC holds all of the securities and CD's reported herein. It remits the interest from these securities and CD's to me monthly. I have no interest or

shares in RBC, but from time to time

RBC has certain of my monies which it holds to ultimately to be remitted to me.

Part VII #22 1 redeemed all investments in ING and transferred them to the Guilford Savings Bank. See #19.

Part VII #23 Vanguard Admiral Shares, I invested in Vanguard from monies acquired after maturity of a CD.

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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Leonard I. Garth | Frix