# J. Richard Creatura

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17904

## Record

- **Judge:** J. Richard Creatura
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 10

## Text

Columbia Bank Accounts — Interest
Morgan Stanley Accounts — Interest
Alger Small Cap Growth Inst — Int/Div — Buy
Amencan AmCAP A Common — Int/Div
American Europacific Grw A. Mutual fund — Int/Div
American Europacific Grw F. Mutual Fund — Int/Div
Amencan GR Fd of America Mutual Fund — Int/Div
Amencan Smallcap World A — Int/Div
American Wa Mutual A Common — Int/Div
Blackrock Equity Dividend A Common — Int/Div
Blackrock Inflat Prot Bond A — Int
Calamos Market Neutral Inc A — Int/Div — Buy
Delaware Small Cap Value A Mutual Fund — Int/Div
Dreman Small Cap Val A Mutual Fund — None
DWS Dreman Small Cap Val A Mutual Fund — None
DWS RREEF Real Estate Sec A Common — Int/Div
Federated Kaufman Small Cap A Mutual Fund — None
Fidelity Adv. Dvrsfd Intl A — Int/Div
Fidelity Adv LVGD Company Stk A Common — Int/Div
Fidelity Ady New Insights A — Int/Div
Gabelli Eq Inc. AAA Mutual Fund — Int/Div
GE Capital Financtial In. Holladay CD — Int/Div
Inland Community Bank Common — None
Ishares TR NYSE Composite FD Common — Int/Div
JP MORGAN HIBRG STAT MKT NEU A Mutual fund — Int/Div
JP Morgan Mid Cap Value A Common — Int/Div
Lazard Emerging Markets Open Common — Int/Div
Madison Mosaic Mid Cap Mutual fund — None
MS European Equity Fund B Common — Int/Div
Munder Mid Cap Core Growth A Mutual fund — None
Pimco Low Duration FD A Mutual Fund — Int/Div
Pimco Total Return A Mutual Fund — Int
Pimco Real Return Fund A Common — Int/Div
Putnam Growth &lncome A — Int/Div
Rovee 100 service Mutual Fund — Int/Div
RS Partners A Common — Int/Div
T Rowe Price Group, Inc. Common — Int/Div
Templeton Glogal Bd FD A Mutual fund — Int/Div
Thomburg Intl Value A Mutual fund — Int/Div
Virtus Mult-Sector S/T Bd A Common — hy
Wells Fargo lnflat-Prot Bd Adm — Int/Div
Mediamax. Inc. Common stock — None
Sandra Claggett, personal loan - note receivable — None
Trust #2 Accounts — Int/Div
Comrcl Prop. 296-298, 300, 302 E. Citrus, Redlands, CA. — None
Trust #1 Exemption Eq. Trust — Int/Div
Invesco Balanced A Mutual Fund — Int/Div
Invesco Equal Wehtd S&P 500 Mutual Fund — Int/Div
Invesco Health Sciences A Mutual Fund — Int/Div
Invesco VK Technology A Mutual Fund — Int./hv
MS Capital Opportunities TR. A Mutual Fund — Int/Div
MS Focus Growth FD A Mutual Fund — Int/Div
Inland Community Bank (Marital Ded Trust) — None
Morgan Stanley Dean Witter account — Int/Div
MS Invesco Balanced Fund A — Int/Div
MS Capital Opportunites TR A — None
MS Equally Weighted S&P0O A — hy
MS Multi Cap Growth TR A — Int/Div
MS Health Sciences Trust A — Int/Div
Trust 3 - BMW Bank of N. Amer. Salt Lake City CD — Interest — Buy
NC&LMC. LLP — Int/Div
Mentone Citrus Grove, Gamet and Mentone Ave, Mentone, CA — Rovalty — Sold — Jacinto
First California Bank Accounts — Interest
AMERICAN ELROPACIFIC GRW F — Int/Div
BANK DEPOSIT PROGRAM MORGAN STANLEY BANK NA. — hy
BLACKROCK US OPPORTUNITIES Sve — Int/Div
GABELLI EQ INC AAA — Int/Div
Invesco Premier PTF Inst! — Int/Div — Buy
JP MORGAN HIBRG STAT MKT NEU A — Int
LAZARD EMERGING MARKETS OPEN — Int/Div
METROPOLITANWSTTOTRETBDM — Int/Div
PRUDENTIAL SHT TRM CORP BD A — Int/Div
ROYCE PREMIER SERVICE — Int/Div
TEMPLETON GLOBAL BDFD A — Int/Div
THORNBURG INTL VALUE A
AllianceBemstein Collegebound 529 Fund #1 - Agelrisk Port, — None — Redeemed
Estate « Community Bank — Int/Div
Redlands CA — Reat — Distnbuted — S. Schaut
Edison Stock — Int/Div — Sold
AIG Sun America Life Policy — Interest — Distnbuted
Prudential Life Policy — Interest — Distnbuted
Allstate/Glenbrook Annuity Policy — Interest — Distnbuted
Allstate/Glenbrook Life Policy — Interest — Distributed
Allstate/Glenbrook Performance Plus — Interest — Distnibuted
Trustee (Mantal Deduction Trust), Trust #1
Manager (Family corporation), NC & LMC, LLC
Executor, Estate
Agreement — 2010 — Gordon Thomas Honevwell Malanca Peterson and Daheim, LLP retirement payments
Income — 2011 — Gordon Thomas Honevwell Malanca Peterson and Daheim, LLP — $39,292.00
Income — 2011 — Surge and Enca Singh - Babysitting fees
Spouse's income — 2011 — Erica Lauren Farrell - baby sitting wages
Items 52-75 of Part VII - include a variety of “mcome” sources for a marital deduction trust and a family corporation -- Both entities have received mcome from a

variety of sources, including terest, dividends, rent and other distributions. Because | am aggragating the income for each of these entities, | have not seperately

identified the source of income for each asset. | am happy to provide this information, if that is necessary.

Item 14, 22, 24, 30 - (2011) 1 inadvertently listed these shares (DWS Dreman Samil Cap Val. A, GE Capital Financial In Holladay CD, and Ishares TR NYSD

Composite FD Common) as "sold" in 2010, when in fact we still retained them. Therefore, | have relisted them as assets and | amend my 2010 statement to reflect

the same.

I became the executor

in 2011, Most of the assets have now been distributed, These assets are listed in Lines 77 - 84.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17904. Public record. Not legal advice.
