# Stefan R. Underhill

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15169

## Record

- **Judge:** Stefan R. Underhill
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 6

## Text

Fidelity Contrafund (IRA) — Int/Div
Fidelity Balanced (IRA) — Int/Div
Vanguard Star Fund — Int/Div — Sold (part)
Vanguard Star Fund — Sold
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
Vanguard Prime Money Market Fund (X) — Int/Div
Trustee, I Insurance Trust
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
Income — 2013 — Yale University School of Law - teaching — S15.000.00
Income — 2013 — Umiversity of Virgima School of Law - teaching — S1O.000.00
Spouse's income — 2013 — Bridgeport Public Schools - Salary
Spouse's income — 2013 — Self-emploved tutor
Part VII:

- Assets listed in Part VII include assets held by JI trust identified in Part I.

- The cash values of the life insurance policies listed on lines 5, 6 and 7 of Section VII do not reflect the impact of the loans taken against those policies, which are

held wm trust.

- The cash values of the life insurance policies listed on line 8 of Section VII do not reflect the impact of the louns reported on line 3 of Section VI.

= The trust listed on line 2 of Part | of my 2012 report distributed the last of its assets on September 19, 2013.

= My 2012 report should have shown that the Artisan Intemational Fund account listed on line 3 of Part VII of that report was sold in a J-value transaction on July

6, 2012. This statement amends that report,

- My 2012 report should have shown that the Legg Mason Value Trust account listed on line 4 of Part VII of that report was sold in a J-value transaction on Jluy 6,

2012. This statement amends that report.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15169. Public record. Not legal advice.
