Marvin Katz
2004
Ask Donna
Pull out the substance of this filing.
What was filed
0
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Vanguard Star (IRA)
As filed
Income — 1: 12/3194 — Vanguard Star (IRA) — SitWSein 5 1WE--3} 81.000.00
Spouse's income — Ed 1.
A
B
C.
D
Inexmre dunng
Gross value al end nf!
Troasacliges durilg repealing perved
Ocacnics of Asseds
reporting period
(includsig trust a58els)
reporting period
1M not exempt from disclosure
(1)
(2)
(1
2)
(
(2)
(3
{4
(5)
Pluee "(X)” after cach asset cxempt
Anum
Type {cg
Value
value
Type {(c.¥
Dace
Value | Gain
1denkny of
han pier disclac we
Code t
div. rent. or
Cede z
Mebwod
buy. sell
Mouth -
Code 2
Code
noerger,
buyerscllcr
(A -H)
int.)
(1-0)
Codec 3
Boy
(3-p)
1 (A
(ifyrivale
@w)
redlenpion)
mw
tiensaciion)
See NY A FF I
Wachovia Bank, Successor to First Union Bank,
Interest
I.
Phila, PA
Money Market Savings Account Merrill Lynch
Government Fund
3
Inc., Boston, MA-Money Mkt Fund
Interest
M
T
4
Specter & Katz, an Inactive Professional
Asgaciation which
has terminated all business activities, ¢/o Marvin
Kutz
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[1]
601 Market St
Phila, PA
Wicd WE
now conist of Vanguard Star Fund, Valley Forge,
PA,
9
rolled over into LRA. on 11/1 502, The VanGuard
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1] ]
Fiduciary Trust Co., custodian, Valley Forge, Pa
Pl
Il
Bristol-Myers Squibb Company, Successor
Sqaibb Cop. -
|
HI
12
[ TSie—— Stock
Dividend
13
Wachovia Bank, Successor to First Union Bank
Pha, P
CC
I
14
IRA Account (CD)
Cl
ere
i ——
Spacel.abs Medical,
of Common Stock [ % ] None
HE
-
—
=3$1,001-32,500
C
=32,501-55,600
D
35,001-515.004
C
$15,001-35,000
Income/Gain Codes:
A = $1,000 or less
{Sec Columns BI nd 04)
F ~350.001-3100.000
G
=3$109,001-51,000,000
| =31,000,001.55,000,000
H2 =Mor than 35480.0e¢
=5100,001-3250,000
2
Vat Codes
I
=~ 315.000 o7 kess
=$15.001-350.0Kb
L
550,001.3164.88)
M
PL =$71,000,001-55,000.00i
P2 = S5,040.001-F25,5K1000
(Scc Coluvus Cl awl J23)
N = S§250,000.8500,460
= 3$500,00T-51,008,X4
P3 = $25,000.00 L-SSOMXKNXK
P4 = 5Masc (he $50.000,000
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