# Nora Barry Fischer > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/24730 ## Record - **Judge:** Nora Barry Fischer - **Year:** 2011 - **Pages:** 12 ## Text Qualified Plan #4 TIAA Traditional — Interest — Sold (part) CREF Global Equities — None CREF Moncy Market — None Qualified Plan #5 Causcway International — Int/Div Federated US Govt Sec — Int/Div PIMCO Low Duration — Int/Div Federated FD US Govt Sec — Int/Div PIMCO Total Retum Cl A — Int/Div PIMCO Foreign Bond — Int/Div — Buy (add'l) American Capital World Bond — Int/Div — Buy (add'l) Davis New York Venture — None — Sold Artisan Intemational — Int/Div MFS International New Disc Cl A — Int/Div Royce Microcap Investment Class — Int/Div Wells Fargo — Int/Div — Buy Qualified Plan #7 PIMCO Total Retum Fund (Admin) — Int/Div — Buy (add'l) Small Cap U.S. Equity Index NL Fd (frmly BGI Sm Cap Dom) — Int/Div — Sold (part) Marsico Focused Growth Portfolio — Int/Div — Sold (part) MFS Inst Intemational Equity Fund — Int/Div — Sold (part) Qualified Plan #8 PIMCO Total Return Fund (Admin) — None — Sold MFS Inst Intemational Equity Fund — None — Sold Dreyfus Premier High Income - Class 1 — Int/Div — Buy (add'l) Wells Fargo Adv Intrin Val (fmrly Evergreen Intr Val-Intl — None — Sold (part) Wells Fargo Adv Intrin Val (fmrly Evergreen Intr Val-Intl — Sold BR Mid Cap US Eq Inx NL (fmrly BGI MidCap Dom Eq Inx) — Int/Div — Sold (part) GMO International Intrinsic Value - M Shares — Int/Div — Sold (part) PIMCO Real Return (Admin) — Int/Div — Buy (add'l) Templeton Instl Emerging Markets Series — Int/Div — Buy (add'l) Dodge & Cox Stock — Int/Div — Buy Qualified Plan #9 Highmark Stable Value Option — None — Buy Brokerage Account #1 American Funds, Fundamental Investors — Int/Div — Buy (add'l) Federated Kaufmann Cl K — Int/Div Royce Pennsyl Mutual Invst — Int/Div T Rowe Price Intl Disc — Int/Div — Sold (part) T Rowe Price Real est Fund — Int/Div Thomburg Inv Income Builder — Int/Div Thomburg Ltd Term US Govt — Int/Div Thomburg Value Class A — None — Sold (part) Thomburg Value Class A — Buy (add'l) Tweedy Browne Global Value — Int/Div On February 2, 2012, the Honorable Nora B. Fischer's father passed away suddenly. Under his will, Nora was indicated as the executrix, but received no benefit as such. Upon receiving the short form from the Washington County Register of Wills, Nora accessed her father's safe deposit box on March 19, 2012 as indicated on a signed safe deposit box inventory receipt with the bank. Included within the safe deposit box were various stock certificates of which a few were in the name of as follows: of Black Rock mutual fund account Blackstone purchase 7/2/1990 USX Marathon Group purchased 2/26/1993 Marathon Oil resulting from a 2:1 stock split on 7/6/2007 from USX Marathon Group The total value at one-third of the above mentioned items as of the decendent's date of death was less than $8,000. Atno time did Nora have any knowledge of the existance of the stock certificates, nor did she ever receive a dividend at any time. Any income carned was strictly received by her father. Nor was Nora ever able to access the contents of the safe deposit box until she received the short form in 2012 as the executrix. Upon discovering the contents, Nora immediately had the shares transferred ov in their entirety to’ & 1 and the paperwork was completed by 4/26/2012 through Computershare by Nora's : who is the power of attorney for the! * for both financial duties and medical purposes. These items will go towards the care of her mother who is at the end stages of Alzheimer's and the care wil st likely exhaust her mother's estate. These items have not been reported in the disclosure report with the exception of this explanatory note. It is our understanding that since Nora did not have any previous knowledge, never had the ability to access these items until her father's death, and immediately signed over her portion of the contents in its entirety to her mother, the other owner, that she not be required to further report the items. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/24730. Public record. Not legal advice.