# Dickinson Richards Debevoise > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/23478 ## Record - **Judge:** Dickinson Richards Debevoise - **Year:** 2009 - **Pages:** 12 ## Text UBS Financial Services Cash Fund, Isclin, NJ — Interest UBS Financial Services Cash Fund, Iselin, NJ — Interest PNC Bank, N.A.. Millbum, NJ — Interest Wachovia Bank, Millbum, NJ — None Wachovia Bank, Newark, NJ — None Nuveen Bond Fund, Unit 519 (200) — Interest — PantVIIl Williams College Pooled Income Fund #3 — Interest — PanVill N.J. State Due 8/1/20 — Interest — VIII 2° NJ. Health Care Auth. 07/01/20 — Interest — VIII 00: Monmouth Cty. Imp. Auth 12/01/16 — Interest — VIII st NJ. Health Care Auth. 07/01/12 — Interest — VIII Lopatcong Twp. 7/15/22 — Interest — VIII Winslow Twp. Bd. of Ed. 8/01/19 — Interest Bank of America Brunswick, ME — Interest 200 Trust See VIII — Int/Div Trust See VIII — Interest Blackrock N.J. Munic. (BN) Bonds Fund 316 — par) BP PLC Bristol Myers Squibb Com. Chevron Texaco Corp. Com. Intemational Paper Com. Roxiticus Golf Club Com. Kimberly-Clark Com, Blackrock Liquidity Funds Hammonton 4.75% duc on 7/1/18 — Matured Cape May Co. N.J. College due 8/15/16 Gencral Dynamics Com. General Electric Com. — Sold Johnson & Johnson Com. Johnson & Johnson Com. — Sold Bank of America — Sold Exelon Corp. Harbor Fund Intemational United Technologies Com Coca Cola Proctor & Gamble Com. — Sold Marathon Oil Com. — Sold McDonald Com Citigroup Cap. XVII — Sold Bank of N.Y. Mellon Bergen Cty IMRT Auth 2014 Chubb Corp — Buy General Mills — Buy Heinz — Buy Intel Corp — Buy Wyeth — Buy — VIII Union County Impt 9/01/18 — Buy Pfizer, Inc. — with line 58) — VIII Wisdom Large Cap Fund — Buy Blackrock EQ Div — Buy Ishares Barclays Trust — VIII Franklin Tax Free TR — VII MFS Value Fund Class — Buy UBS Pace Fixed Income Fund (Formerly P.W. Invest. Account) — Int/Div Hartford GPA V — Interest Blackrock Moncy Market Fund — Interest Verizon Com. (Bell Atl) — Int/Div Chevron Texaco Corp. Com — Int/Div — Sold (part) Johnson & Johnson — Int/Div N.J. EDL FACS Auth. Due 7/01/20 — Interest 1BM Corp. Com. — Int/Div Hammonton 4.75% due 7/01/18 — Interest — Matured Margate City 4.75% due 2/01/17 — Interest General Dynamics Corp. Com. — Int/Div Bank of America Com. — Int/Div — Sold New Brunswick Pkg. Auth. 4.25% 9/1715 — Interest Old Bridge Twp. Bd. of Ed. 4.75% ‘due 7/1518 — Interest Harbor Intel Fund Il — Int/Div — Buy U.S. Treas Notes 4.25%8/15/13 — Interest U.S. Treas Notes 3.375% 9/15/09 — Interest — Matured Coca Cola — Int/Div United Technologies — Int/Div Wyeth — Int/Div — with line 115) — VII Proctor & Gamble — Int/Div AT&T, Inc — Int/Div Blackrock N.J. Munn. Fd. 416 — Interest — VIII General Elec. Com — Int/Div — Sold Dupont — Int/Div ISHARES Barclays 1-3yr treas — Interest MacDonalds Corp. Com. — Int/Div XTO Energy Inc. Com. — Int/Div — Sold T. Rowe Price Summit Mun — Interest — Buy FED Strategic Value CLA — Interest J.P. Morgan Chase — Int/Div Bergen County Impt Auth — Interest Franklin Tax Free Fd — Interest — Buy — VIII Blackrock Munic Bond Fund — Interest — Buy Bristol Myers — Int/Div — Buy General Mills — Int/Div — Buy Heinz HJ Co. — Int/Div — Buy Intel Corp. — Int/Div — Buy Southem Co. — Int/Div — Buy Pimco Commodity Fund — Int/Div — Buy Phizer, Inc — Int/Div — VIII Trustee, Fund for NJ (Non-Profit charitable foundation) Past Director, Columbia Law School Association Trustee, Revocable Trust (See Note VIII). From time to time the various Nuveen Funds of which only one remains make returns of principal as various bonds arc redeemed. Williams College Pooled Income Fund #3. | have set forth as the value of this item the amounts I placed in the Fund from time to time. I receive the income from the Fund but upon my death it goes to Williams College; therefore, the value to me would be the value of my life interest. : ] Trust and Management Account: Blackrock Money Market Funds are the equivalent of cash. The trustee or Fund Manager purchases and sells (deposits and withdraws) money from the Funds frequently. I have not listed each deposit and withdrawal and have set forth the December 31, 2009 values. During 2006 1 transferred the cash and six tax exempt bonds listed individually in my report into a revocable trust of which I am trustee and over which [ have complete powers of disposition. The purpose is to ensure that upon my death the assets will be available to help pay college education expenses of: Because I retain complete control over the assets | see no need to list them separately as part of a trust. The assets are listed in Part VII lines 9-14. Notes to. : ] Trust Account (Part VIi, lines 17-66): Notes to Management Account (Part VII Lines 69-115): Part VII, line 69. This is simply a header for the assets listed in lines 70-115. Pfizer Co. and Wyeth merged on October 15, 2009. The family trust had sold its Wyeth shares in 2008. On January 15, 2009 it purchased 250 Wyeth shares, and after the Pfizer-Wyeth merger it received 246 Pfizer shares in exchange for its Wyeth shares. On December 31, 2008 the management account held shares of Wyeth stock. On January 15, 2009 it purchased 100 additional Wyeth shares. After the Pfizer-Wyeth merger it received 295 shares of Pfizer in exchange for its Wyeth shares. ISHARES Barcklays Tr US TIP (line 100) was not listed on my 2009 Report. | am informed by the Trustee that it was listed on its records as U.S. Treas Inflation Proj (see line 46 of my 2009 Report). The circumstances of its receipt by the trust were explained in Part VIII of the 2009 Report. My 2007 Report (Part VII line 112) listed Lehman Index Fund. On November 26, 2007 there was received in exchange for this Fund ISHARES Barclays 1-3 yr treas. Franklin Tax Free TR #171 (line 65) was inadvertently omitted from my 2009 Report. It had been acquired on December 18, 2008 with a value symbol of L. My 2009 Report should be ainended accordingly. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/23478. Public record. Not legal advice.