Deborah A. Batts
2011Annual
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Pull out the substance of this filing.
What was filed
3
investments
3
positions
0
gifts
1
agreements
2
debts
2
reimbursements
1
income
0
spouse income
Named parties
- Fordham University School of Law
- CUNY School of Law
- Havens Relief Fund Society
- Chase
- Bank of America
- Federal Judges Association (FIA)
- Harvard Law School
- Fordham University School of Law Salary
As filed
TIAALCREF — Int/Div
Morgan Stanley Smith Bamey (IRA) — Int/Div — Distnbuted
Estate #1 — None — Sold (part)
Adpunct Professor, Fordham University School of Law
Board of Visitors, CUNY School of Law
Board of Managers, Havens Relief Fund Society
Agreement — 10084 — TIAA-CREF Retirement & Supplemental Annuity Contracts
Liability — Chase — credit card
Liability — Bank of America — credit card
Reimbursement — Federal Judges Association (FIA) — April, 2011 — Washington, D.C — Board of Directors meeting — trunsportaion, food, lodging
Reimbursement — Harvard Law School — February, 2011 — Cambridge, Massachusetts — Panelist — transportanon, food, lodging
Income — 1211 — Fordham University School of Law Salary — S26.000.00
Part 111-:A Since last year was the first time 1 had served as a co-executor of a family estate, | was not aware until preparing my 2011 Financial Disclosure Report
that a Co-Executor Fee was subject to the 15% income limitation Of $26,955.00. As a result of my authorized teaching compensation, 1 eamed $26,000.00 in
2011 for teaching, leaving $955.00 as the balance for my income limitation. 1 received $9,996.48 as my Co-Executor Fee in 201 1, which can be allocated over
the years when | did estate work, which cludes 2012. (Compendium Secion 33.1(a-1). | thus can allocate $2,499.12 to the work on the estate | performed in
2012, reducing the amount over the limit to $6,542.36 ($9996.48. $955.00- $2499.12). Further, | am entitled to deduct "amounts received as reimbursement for
expenses incurred in producing income (compendium Section 33.2(b)), and thus | reduce the amount over the limit further by $644.00 in teaching transportation
expenses for 2011, Thus the overage from my Co-Executor Fee is $5,398.36 Tam offsetting this remaining overage by returning this portion of my Executor Fee
to the estate for distribution.
Part 111-B 1 got married in 2011 and my spouse is a woman. . Since the federal government does not recognize my marriage, | checked NONE".
Part VII
Line 2 Morgan Stanley Smith Barney (IRA) This account did not appear in prior years because | thought that | did not have to report it because the mcome
earned each year was under $1,000.00. It was a money market account: AXA Moderate-Plus Allocation, Fund # 01174,
Line 3 Estate #1: 1 became co-executor after the filing of my 2010 Financial Disclosure Report and therefore it did not appear in prior Reports, Holdings were in
Franklin Templeton Investments: Franklin U.S. Government Securities Fund- Class A; American Funds Washington Mutual Investors Fund - Class A; Janney
Montgomery Scott Fixed Income - Bonds & Preferreds Municipal Bonds - Tax Exempt, General NY Municipal Money Market Fund; Wachovia Accounts.
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.