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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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