Lowell A. Reed jr
2007
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Pull out the substance of this filing.
What was filed
33
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- New York Intellectual Property Law Association
- Trustee, Testamentary Trust, Trustees commissions. (See VIII)
As filed
PNC Bank — Interest
Nicholas Fund IRA — Int/Div
Janus Fund IRA — Int/Div
Vanguard PA Tax Free — Int/Div
Vanguard Intermediate Bond Fund — Int/Div
Vanguard Windsor Fund IRA — Int/Div
PP&L Common — Int/Div
IBM Common — Int/Div
Vanguard Prime MM IRA — Interest
Vanguard Wellington IRA — Int/Div
Vanguard PA Tax Free MM — Int/Div
Vanguard Windsor IRA — Int/Div
Index 500 - Vanguard- IRA — Int/Div
Vanguard Index Trust - Extended market IRA — Int/Div
Equity Income Fund - Vanguard IRA — Int/Div
Brokerage #1 IRA
Money Market, Wacovia Bank, NA — Interest
FMLMC — Interest — Called
19. --Banco Bilbao Vizcaoa PR, CD — Interest
Amcore Bank CD — Interest — Maturity
FHLMC Gold Passthru Pool — Interest — Maturity
Discover Bank CD — Interest — Maturity
Wellington - The Vanguard Group — Int/Div
Amboy Natl Bank, Old Bridge, NJ CD — Interest — Maturity
Lehman Bros, Wilmington, DE CD — Interest — Maturity
World Savings Bank, Houston, TX CD — Interest — Buy
World Savings Bank, Houston, TX CD — Interest — Buy
Nara Bank CD — Interest — Buy
Imperial Cap Bank CD — Interest — Buy
Westemn Bank, Mayagues, PR CD — Interest — Buy
Doral Bank CD — Interest — Buy
Sterling Bank, Houston, TX CD — Interest — Buy
Sterling Bank,Houston, TX CD — Interest — Maturity
Reimbursement — New York Intellectual Property Law Association
Spouse's income — 2/07 — Trustee, Testamentary Trust, Trustees commissions. (See VIII)
Explanation For Section II B:
non-investment income is paid to her as a commission as one of three trustees; she is not a beneficiary of the trust, either as to income or
distribution of corpus. This is a private testamentary trust in which (ll has no property interestnow or as a remainder man. The corpus of the trust never was
and never will be derived from the assets, income or activities of the filer (4) jfiljl@- The filer cannot expect to derive a benefit from the trustincome or corpus.
The service of Bas a trustee, and commissions eamed are the sole financial interest and responsibility of
Neither the filer nor the qi has filed
any @ tax return with the trust and the filer has no knowledge of the property or corpus of the trust. Finally, qi annual commission is not based upon
the level of profitability of the trust property.
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.