Leonard I. Garth
2006
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Pull out the substance of this filing.
What was filed
59
investments
2
positions
0
gifts
0
agreements
2
debts
0
reimbursements
1
income
0
spouse income
Named parties
- of Sue
- Ji.ec,
- VIII
- VIII - Loss
- Loss
- as bequest .
- Ramapo College, Advisory Committee of Law and Society
- Appointed and Accepted Executorship Consistent with the Code of Conduct for U.S. Judges.
- Guardian Life Insurance Co.
- Statutory Executor's commissions as Executor of Estate of Sonia Morrill
As filed
General Electric Common — Int/Div
AT&T, Inc — Int/Div
Exxon Mobil Corp. Common — Int/Div
Israel Bonds — Interest
Israel Bonds — Interest
Verizon — Int/Div
Bell South Common — Int/Div
Chase Bank Savings — Interest
Chase Bank Checking — Interest
Dreyfus Municipal Bond Fund — Interest
Dreyfus Growth & Income (IRA) — Int/Div
AARP Growth & Income Fund — Int/Div
Dreyfus Growth & Income (IRA) — Int/Div
Nuveen Reinvest Acct(NJMun) — Interest
Nuveen Reinvest Acct(NJMun) — Interest
Wachovia (formerly First Union) — Interest
Avaya — Int/Div
Phoenix — Int/Div
Comcast — Int/Div
Wachovia (checking) — None
Lucent — Int/Div
Te assef:s numderec 24 © “1e Ts:a-e o: Sonia Yorr — i a..mos’ — anc ai rave Hee — of Sue
sa_.e, recemd:ion or dy s were mace in the year 20 — Decu — anc 1 — Ji.ec,
AIG Savings Bank - CD — Interest — Sold
Bank Hapoalim, B.M. - CD — Interest — Sold
Bank of America - Checking — Interest — Redemption — VIII
Bank of America - Savings — Interest — Redemption
Bank of America - Money Mkt — Interest — Sold
Capital One Bank - CD — Interest — Sold — VIII
Euro Bank-CD — Interest — Sold — VIII
Evergreen - Money Mkt. — Interest — Redemption — VIII
Israel Discount Bank of N.Y. -CD — Interest — Sold — VIII - Loss
Liberty U.S. Govt. - Money Mkt — Interest — Sold
Mfgrs. & Traders Trust - CD — Interest — Sold
New South Federal Savings — Interest — Sold
Smith Bamey — Interest — VIII
Wachovia — Interest — Redemption — VIII
Western Bank of Puerto Rico — Interest — Sold
Agere Sys., Inc — Int/Div — Sold
N.J. Res. — Int/Div — Sold
PPL Corp. — Int/Div — Sold — Loss
Public Service Enterprise Group — Int/Div — Sold — Loss
Q West Communication Int'l — Int/Div — Sold
S.J. Inds. Inc — Int/Div — Sold
Valley National Bank Corp. — Int/Div — VIII — as bequest .
Israel Bonds — Interest — Sold
Evesham Twp. — Interest — Sold — Loss
Orange Twp. School Brds. — Int/Div — Sold — Loss
Fed'l Nat'l Mtg. Assn. Notes — Interest — Sold
Bank of America - Estate Checking Account — Interest — VIII
Compass Bank, AL - CD — Interest
East-West Bank, CA -CD — Interest
Euro Bank, PR - CD — Interest
First Merit Bank, OH - CD — Interest
First Mid West Bank, IL - CD — Interest
Freemont Investment & Loan, CA - CD — Interest
Israel Discount Bank of NY - CD — Interest
Midwest Bank, OK -CD — Interest
Washington Mutual Bank, NV - CD — Interest
Advisory Board Member, Ramapo College, Advisory Committee of Law and Society
Executor of the Estate of Sonia Morrill, Appointed and Accepted Executorship Consistent with the Code of Conduct for U.S. Judges.
Liability — Guardian Life Insurance Co. — Loan Against Cash Value
Liability — Guardian Life Insurance Co. — Loan Against Cash Value
Income — 09/2005 — Statutory Executor's commissions as Executor of Estate of Sonia Morrill — $24,780.00
Part VII, #22 and #23.
For ease in reviewing, I have eliminated Items 21 and 22which appeared on my 2005 Financial Disclosure Forin as sold, but have retained
the numbering of the Estate assets beginning with Item #24 and ending with Item #59.
Part VII, #26.
Bank of America Checking Account, in the name of Sonia Morrill, was redeemed on April 28, 2006. I opened a Bank of America Estate checking
account which is reported as Item #50 of Part VIII. That account is still open.
Part VII, #29.
Capital One Bank - CD. The Estate sold the Capital One Bank - CD on December 14, 2006.
Part VII, #30.
Euro Bank - CD. The Estate sold Euro Bank - CD on September 14, 2006. A new Euro Bank CD was purchased on November 22, 2006 and is
presently held as an asset of the Estate and reported as #53.
Part VII, #31 and #37.
Evergreen - Money Mkt. was a part of Wachovia (see Item #37 infra). It was redeemed on the same date as Wachovia (July 17, 2006)
and the reporting of Evergreen, Item #31 and Wachovia, Item #37 are therefore to be treated as combined.
Part VII, #32.
Israel Discount Bank of N.Y - CD. was sold by the Estate on March 30, 2006 and a new Certificate of Deposit was purchased on November 22,
2006 and is reported as #57.
Part VII, #36.
Smith Barney. All assets that have been liquidated have been deposited with Smith Barney and reported at Item #36. These assets remain in the
Estate for ultimate distribution together with the various Certificate of Deposits and the Estate checking account.
Part VII, #45.
Valley National Bank. Distributed as a specific bequest in kind to Harvard College Fund.
Part VII, #50.
Bank of America - Estate Checking Account is still open and used for expenses, fees, etc.
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.