Joel Harvey Slomsky

2008

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Pull out the substance of this filing.

What was filed

  • 192

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Joel Harvey Slomsky, Esquire--Law Firm

As filed

IRA #I — Int/Div

Vanguard Wellington Fund

Vanguard Star Fund

JRA #2 — Interest

E*Trade Bank Cash Account — Closed

E*Trade Bank (CD) — Matured

E-Trade Bank (CD) — Matured

First Merchants Bank NA (CD) — Buy

Morgan Stanley Bank (CD) — Buy

401(k) Profit Sharing Plan — Int/Div

Amencan Fund-Capital Income Builder — Sold

lvy Asset Strategy Fund

Vanguard Wellington Fund

Vanguard Star Fund

U.S. Treasury Strip

Israel State Bond

America's Bank (CD) r — Matured

Banco Popular (CD) — Matured

Banco Popular (CD)

Banco Popular (CD)

Bank of the Ozarks (CD)

Cleveland State Bank (CD)

Discover Bank (CD) — Matured

Discover Bank (CD)

East West Bank (CD)

Farmers and Merchants Bank (CD)

Foundations Bank (CD)

First National Bank (CD)

LaSalle Bank NA (CD) — Matured

Magnet Bank (CD)

Paragon National Bank (CD)

Select Bank (CD) — Matured

Washington Mutual Bank (CD) — Matured

Citizens Bank (CD) — Matured

Citizens Bank (CD) — Matured

Fidelity Money Market Account

Main Street Bank (CD) — Matured

FirstBank Puerto Rico (CD) — Matured

FirstBank Puerto Rico (CD) — Matured

Columbian Bank & Trust Company (CD) — Matured

Washington Mutual Bank (CD) — Matured

Lehman Brothers Bank (CD) — Matured

GMAC Bank (CD) — Matured

Flagstar Bank (CD) — Matured

Lord Albert Mid-Cap Value Fund — Sold

Alger Mid-Cap Growth Fund — Sold

Federated Market Opportunity Fund — Sold

Federal National Mortgage Association B ond — Redeemed

Federal National Mortgage Association Bo nd — Redeemed

Federal Home Loan Mortgage Corporation Bond — Redeemed

Citizens Bank (CD) — Matured

Bank Clark County (CD)

Mercantile Bank (CD)

Vanguard Intermediate Term Index Bond Fund

Vanguard Wellington Fund

Vanguard Star Fund

Capital One Bank USA (CD) — Buy

First Merchants Bank NA (CD) — Buy

Morgan Stanley Bank NA (CD) — Buy

First Commercial Bank FL (CD) — Buy

GMACBank (CD) — Buy

America Fund-Capital Income Builder

Defined Benefit Pension Plan — Interest

Century Bank (CD) — Matured

Concord Bank (CD)

Cowlitz Bank (CD)

Discover Bank (CD)

Discover Bank (CD)

First National Bank (CD)

Magnet Bank (CD)

Mernll Lynch Bank (CD) — Matured

Fidehty Money Market Account

GMAC Automotive Bank (CD) — Matured

Western Bank (CD) — Matured

Bank of Baroda NY (CD) — Matured

Lehman Brother Bank (CD) — Matured

Washington Mutual Bank (CD) — Matured

Memill Lynch Bank and Trust Co. (CD) — Matured

Bank North (CD)

Mercantile Bank (CD)

First Commercial Bank F1 (CD) — Buy

Flexible Annuity Plan — Int/Div

Mutual of Amenca Conservative Allocatio n Fund

Mutual of America Moderate Allocation Fund

Mutual of Amenca General Account

Mutual of America Composite Fund — Sold

Mutual of America Money Market Fund — Sold

Tax Deferred Annuity — Int/Div

Mutual of America Conservative Allocatio n Fund

Mutual of America Moderate Allocation Fund

Mutual of America Interest Accumulation Account

Mutual of America Composite Fund — Sold

Mutual of America Money Market Fund — Sold

PNC Bank Money Market Account — None — Closed

Citizens Bank Money Market Account (Y)

Sovereign Bank Money Market Account — Interest — Closed

Citizens Bank Money Market Account — Interest — Closed

PNC Bank Money Market Account — Interest

PNC Bank Money Market IOLTA Account — None — Closed

Citizens Bank Select Money Market Accou nt — Interest

IRA#I] — Int/Div

Vanguard Wellington Fund

JRA#2 — Interest

E*Trade Bank Cash Account — Closed

E*Trade Bank (CD) — Matured

E-Trade Bank (CD) — Matured

First Merchants Bank NA (CD)

Morgan Stanley Bank (CD)

401(k) Profit Sharing Plan — Int/Div

Amencan Fund-Capital Income Builder — Sold

lvy Asset Strategy Fund

Vanguard Wellington Fund

Vanguard Star Fund

U.S. Treasury Strip

America's Bank (CD) — Matured

Banco Popular (CD) — Matured

Banco Popular (CD)

Banco Popular (CD)

Bank of the Ozarks (CD)

Cleveland State Bank (CD)

Discover Bank (CD) — Matured

Discover Bank (CD)

East West Bank (CD)

Farmers and Merchants Bank (CD)

Foundations Bank (CD)

First National Bank (CD)

LaSalle Bank NA (CD) — Matured

Magnet Bank (CD)

Paragon National Bank (CD)

SelectBank (CD) — Matured

Washington Mutual Bank (CD) — Matured

Citizens Bank (CD) — Matured

Citizens Bank (CD) — Matured

Fidelity Money Market Account

Main Street Bank (CD) — Matured

FirstBank Puerto Rico (CD) — Matured

Columbian Bank & Trust Company (CD) — Matured

Washington Mutual Bank (CD) — Matured

Lehman Brothers Bank (CD) — Matured

GMAC Bank (CD) — Matured

Flagstar Bank (CD) — Matured

Lord Albert Mid-Cap Value Fund — Sold

Alger Mid-Cap Growth Fund — Sold

Federated Market Opportunity Fund — Sold

Federal National Mortgage Association B ond — Redeemed

Federal National Mortgage Association Bo nd — Redeemed

Federal Home Loan Mortgage Corporation Bond — Redeemed

Citizens Bank (CD) — Matured

Bank Clark County (CD)

Mercantile Bank (CD)

Vanguard Intermediate Term Index Bond Fund

Vanguard Wellington Fund

Vanguard Star Fund

Capital One Bank USA (CD)

First Merchants Bank NA (CD)

Morgan Stanley Bank NA (CD)

First Commercial Bank FL (CD)

GMAC Bank (CD)

Defined Benefit Pension Plan — Interest

Century Bank (CD) — Matured

Concord Bank (CD)

Discover Bank (CD)

Discover Bank (CD)

First National Bank (CD)

Magnet Bank (CD)

Merrill Lynch Bank (CD) — Matured

Fidelity Money Market Account

GMAC Automotive Bank (CD) — Matured

Western Bank (CD) — Matured

Lehman Brother Bank (CD) — Matured

Washington Mutual Bank (CD) — Matured

Memll Lynch Bank and Trust Co. (CD) — Matured

Bank North (CD)

Mercantile Bank (CD)

First Commercial Bank F1 (CD)

Flexible Annuity Plan — Int/Div

Mutual of America Conservative Allocatio n Fund

Mutual of America Moderate Allocation Fund

Mutual of America Composite Fund — Sold

Mutual of America Money Market Fund — Sold

Tax Deferred Annuity — Int/Div

Mutual of America Conservative Allocatio n Fund

Mutual of America Moderate Allocation Fund

Mutual of America Interest Accumulation Account

Mutual of America Composite Fund — Sold

PNC Bank Money Market Account — None — Closed

Citizens Bank Money Market Account (Y)

Sovereign Bank Money Market Account — Interest — Closed

Citizens Bank Money Market Account — Interest — Closed

PNC Bank Money Market Account — Interest

PNC Bank Money Market IOLTA Account — None — Closed

Citizens Bank Select Money Market Accou nt — Interest

Agreement — 2008 — Joel Harvey Slomsky, Esquire, 401(k) Profit Sharing Plan, control

Agreement — 2008 — Joel Harvey Slomsky, Esquire, Defined Benefit Pension Plan, control

Income — 2008 — Joel Harvey Slomsky, Esquire--Law Firm — $352.290.00

Line 99, Columns B-1 and D-4 were left blank because the account at PNC Bank was an IOLTA account. The interest earned on this account was sent by the Bank

directly to the IOLTA Board under rules of the Pennsylvania Supreme Court. There is no income and no financial gain to a lawyer for maintaining an IOLTA

account while practicing law.

Lines 7, 39, 41, 44, 47, 48, 49, 50, 51, 71, 76, 77 and 94 are left blank in Column D-4 because the Cds matured in 2007 and the Bank Account (line 94) was closed

in 2007. These items were reported on the prior AO-10 form because, as a nominee, I was required to report investments starting January 1, 2007. Since these

assets were terminated in 2007, there was no gain during the 2008 reporting period.

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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Joel Harvey Slomsky | Frix