# Marsha Siegel Berzon

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/25325

## Record

- **Judge:** Marsha Siegel Berzon
- **Year:** 2005
- **Pages:** 9

## Text

BANK OF AMERICA ACCOUNT — Interest
AT & T NEW COMMON STOCK (FKA SBC COMM) — None — 4
COCA-COLA COMMON STOCK — Int/Div
COMCAST CORP. NEW CL A COMMON STOCK — None
PEPSICO COMMON STOCK — Int/Div
SOURCE INTERLINK COMPANY COMMON STOCK — None
CORNING COMMON STOCK — None
NSTAR COMMON STOCK — Int/Div
PUBLIC SVC ENT GROUP COMMON STOCK — Int/Div
SBC COMMUNICATIONS INC COMMON STOCK — Int/Div — *4
VERIZON COMMUNICATIONS COMMON STOCK — Int/Div
VODAFONE GROUP COMMON STOCK — Int/Div
SCHWAB PREMIER EQUITY — Int/Div — BUY
DREYFUS APPRECIATION FUND — Int/Div
DREYFUS EMERGING LEADERS FUND — Int/Div
DREYFUS PREMIER NEW LEADERS FUND — Int/Div
RS MIDCAP OPPORTUNITIES FUND — None
VAN WAGONER EMERGING GROWTH FUND — None
VAN WAGONER SMALL CAP GROWTH FUND — None
SCHWAB CA MUNI MONEY FUND VALUE ADVANTAGE SHARES — Int/Div
SCHWAB CA MUNI MONEY MARKET FUND — Int/Div
FIDELITY SPARTAN CALIFORNIA MUNI MONEY FUND — Int/Div
Ct A ED — Int/Div
AMER. FUNDS GROWTH FUND OF — Int/Div
AMERICA-A (PSRP (SR on. — Int/Div
AMERICAN FUNDS EUROPACIFIC GROWTH FUND-A (IRA R/O) — Int/Div
AMERICAN FUNDS NEW PERSPECTIVE FUND-A(IRA R/O) — Int/Div
AMERICAN FUNDS FUNDAMENTAL INVESTORS-A (IRA R/O) — Int/Div
AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA -A (IRA R/O) — Int/Div
AMERICAN FUNDS CASH MANAGEMENT TRUST OF AMERICA-A (IRA R/O) — Int/Div
TRUST #1 — 2
BANK ACCOUNTS AND BONDS (OVER 5,000 LISTED BELOW) — Interest
BANK OF AMERICA STANDARD CHECKING — DISTRIBUTED — 2)
BANK OF AMERICA INVESTMENT CD — CLOSED
BANK UNITED 2 CDs — CLOSED
WORLD SAVINGS CD — CLOSED
U.S. SAVINGS BONDS — DISTRIBUTED — *
U.S. SAVINGS BONDS — DISTR. — *3
U.S. SAVINGS BONDS — Interest — REDEEMED — *3
57.U.S. SAVINGS BONDS — Interest — REDEEMED — *3
Reimbursement — AMERICAN CONSTITUTION SOCIETY — 7/28-7/31/05 - WASHINGTON, D.C. PROFESSIONAL ASSOCIATION ACTIVITY (TRAVEL, LODGING, MEALS)
Reimbursement — U.C. DAVIS — 4/16/05 - DAVIS, CALIFORNIA UCD SCHOOL OF LAW COMPETITION (TRAVEL MEALS)
Reimbursement — CORNELL UNIVERSITY — 2/18-2/20/0S - ITHACA, NEW YORK PROFESSIONAL ASSOCIATION ACTIVITY (TRAVEL, LODGING, MEALS)
*1

ARNINGS FROM THE LAW FIRM HAVE

BEEN APPROPRIATELY DISCLOSED IN PART III OF THE CURRENT YEAR REPORT.

THE EARNINGS REPORTED IN PART VII REPRESENT ONLY

DISTRIBUTIVE SHARE OF PARTNERSHIP INTEREST INCOME.

mA

*2 UPON THE DEATH OF THE FILER'S

E

CAME THE SUCCESSOR CO-TRUSTEE OF THE LIVING

TRUST.

AD AN INC!

SER,

REMAINDER INTEREST IN THE TRUST. IN 2005, SAVINGS BONDS WERE DISTRIBUTED TO

SPECIFIC

. ALL REMAINING BANK ACCOUNTS AND CERTIFICATES OF DEPOSIT HELD BY THE LIVING TRUST WERE

an SPECIFIC BEQUESTS WERE PAID, AND THE RESIDUAL WAS DISTRIBUTED TO THE REMAINDER BENEFICIARIES, INCLUDING

*3 U.S. SAVINGS BONDS FROM THE LIVING TRUST WERE REDEEMED IN THE CURRENT YEAR. ACCRUED INTEREST EARNED ON PRIOR

BONDS WAS DEFERRED BY

THEREFORE, THE REPORTED INTEREST EARNED ON SAVINGS BONDS INCLUDES

INTEREST PREVIOUSLY DEFE! 3

*4 SBC COMMUNICATIONS ACQUIRED AT&T AS OF 11/18/05 AND CHANGED ITS NAME TO AT&T, INC.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/25325. Public record. Not legal advice.
