Joel Harvey Slomsky
2008
Ask Donna
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.