# Ann Aldrich > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/25689 ## Record - **Judge:** Ann Aldrich - **Year:** 2004 - **Pages:** 11 ## Text TRUST PART A: MONEY MARKET FUND FLEET NATIONAL BANK — Interest CHECKING - KEY BANK - CLEVELAND, OHIO — Interest CHECKING -KEY BANK - CLEVELAND, OHIO — Interest — CLOSED CHECKING - CAYMAN NATL BANK CAYMAN BRAC, BRITISH W.I. — None UNIMPROVED REAL PROPERTY ‘@KCRES WEST END CAYMAN BRAC — None HOUSE AND LOT - CAYMAN BRAC, BRITISH W.L — None IRA SMITH BARNEY - JOHN HANCOCK REGIONAL BANK SHARES — Interest — FER — TRUST #2 JOHN HANCOCK REGIONAL BANK FUND B — Int/Div — FER — TRUST #2 US TREAS HH BONDS — Interest — FER — TRUST #2 US TREAS E BONDS — Interest — FER — TRUST #2 IRA - THE EQUITABLE - ALLIANCE GROWTH INVESTORS FUND — Interest SALOMON BROTHERS HIGH INCOME FUND II — Interest — FER — TRUST #2 MIRANT CORP — Int/Div — FER — TRUST #2 BLACKROCK INVESTMENT QUALITY MUNI TRUST — Int/Div — FER — TRUST #2 BLACKROCK MUNICIPAL INCOME TRUST — Int/Div — FER — TRUST #2 FORD MOTOR CREDIT PFD 7/375% — Int/Div — SELL GENERAL MOTORS ACCT CORP PFD 7.3% — Int/Div — SELL PUBLIC STORAGE INC PFD — Int/Div — SELL REGIONS FINANCING TR PFD 8% — Int/Div — SELL ROYAL BANK SCOTLAND GRP PFD 7.875% — Int/Div — SELL ST PAUL CAPITAL TRUST PFD 7.6% — Int/Div — SELL SUNTRUST CAPITAL IV PFD 7.6% — Int/Div — SELL TARGETS TR XI TARGETED GROWTH ENHANCED TERM SEC ON AMX — Int/Div — FER IN — TRUST #2 TARGETS TR X TARGETED GROWTH ENHANCED TERM SEC ON GE — Int/Div — FER — TRUST #2 VALLEY NATIONAL BANCORP PFD 7.75% — Int/Div — SELL JOHN HANCOCK FINANCIAL INDUSTRIES FUND — Int/Div — FER — TRUST #2 SMITH BARNEY MANAGED MUNICIPALS FUND — Int/Div — FER — TRUST #2 SMITH BARNEY MUNI MONEY MARKET FUND — Int/Div — FER — TRUST #2 NUVEEN QUALITY PFD INCOME FUND 2 — Int/Div — FER — TRUST #2 ALLIANCE NATL MUN INCOME FUND — Int/Div — FER — TRUST #2 GENL MOTORS ACCEPT CORP PFD 7.35% — Int/Div — SELL HOUSEHOLD FIN CORP INTERNOTES BANK — Int/Div — FER — TRUST #2 NUVEEN PFD & CONV INCOME FUND 2 — Int/Div — FER — TRUST #2 SALOMON BROS EMERGING MKTS DEBT FUND — Int/Div — FER — TRUST #2 SALOMON BROS GLOBAL HIGH INCOME FUND — Int/Div — FER — TRUST #2 AIM MONEY MARKET FUND — Int/Div — FER — TRUST #2 GENERAL MOTORS ACCEPT CORP BOND — Int/Div — FER — TRUST #2 EATON VANCE TAX ADV GLOBAL DIV INC FUND — Int/Div — BUY EATON VANCE TAX ADV GLOBAL DIV INC FUND — FER — TRUST #2 SALOMON BROS INFLATION MGMT FUND — Int/Div — BUY SALOMON BROS INFLATION MGMT FUND — FER — TRUST #2 TRUST #2 — INT IRA SMITH BARNEY - JOHN HANCOCK REGIONAL BANK SHS — FER IN CHECKING- KEY BANK - CLEVELAND, OHIO — FER IN 1LOT ill MH Bi) SUBDIVISION PRINCE GEORGES COUNTY. MD — FER IN DEAN WITTER MUTUAL FUND - MSDW LIQUID ASSET FUND — FER IN DEAN WITTER MUTUAL FUND - MSDW LIQUID ASSET FUND — SELL US TREAS HH BONDS — FER IN US TREAS E BONDS — FER IN SMITHBARNEY MUNI MONEY MARKET FUND ‘ — FERIN CITIGROUP INC — FERIN CITIGROUP INC — SELL HOST MARRIOTT COMMON STOCK — FER IN MIRANT CORP — FERIN PEPCO HOLDING INC — FER IN SOUTHERN COMPANY COMMON STOCK — FER IN VERIZON COMMUNICATIONS COMMON STOCK — FER IN EATON VANCE TAX ADV GLOBAL DIV INC FUND — FER IN EATON VANCE TAX ADV GLOBAL DIV INC FUND — SELL NUVEEN QUALITY PFD INCOME FUND 2 — FER IN 4 - NUVEEN QUALITY PFD INCOME FUND 2 — SELL NUVEEN PFD & CONV INCOME FUND 2 — FER IN NUVEEN PFD & CONV INCOME FUND 2 — SELL SALOMON BROTHERS HIGH INCOME FUND hid — FER IN SALOMON BROS EMERGING MKTS DEBT FUND — FER IN SALOMON BROS EMERGING MKTS DEBT FUND — SELL SALOMON BROS GLOBAL HIGH INCOME FUND — FER IN SALOMON BROS GLOBAL HIGH INCOME FUND — SELL SALOMON BROS INFLATION MGMT FUND — FER IN SALOMON BROS INFLATION MGMT FUND — SALE ALLIANCE NATL MUNI INCOME FUND — FER IN BLACKROCK INVESTMENT QUALITY MUNI TRUST — FER IN BLACKROCK INVESTMENT QUALITY MUNI TRUST — SALE BLACKROCK MUNICIPAL INCOME TRUST — FER IN NUVEEN DIV ADVANTAGE MUNI FUND — FER IN TARGETS TR XI TARGETED GROWTH ENHANCED TERM SEC ON AMX — FER TARGERS TR XI TARGETED GROWTH ENHANCED TERM SEC ON AMX — REDEEM TARGETS TR X TARGETED GROWTH ENHANCED TERM SEC ON GE — FER IN TARGETS TR X TARGETED GROWTH ENHANCED TERM SEC ON GE — REDEEM AIMMONEY MARKET FUND — FER IN JOHN HANCOCK REGIONAL BANK FUND — FER IN JOHN HANCOCK FINANCIAL INDUSTRIES FUND — FER IN SMITH BARNEY MANAGED MUNICIPALS FUND — FER IN SMITH BARNEY UNIT TRUST - UTS — FER IN GENERAL MOTORS ACCEPT CORP BOND — FER IN GENERAL MOTORS ACCEPT CORP BOND — SELL HOUSEHOLD FIN CORP INTERNOTES BANK — FER IN DUBLIN OHIO RFDG & IMPT SER A — BUY CUYAHOGA CNTY OHIO LTD TAX — BUY Income — 1. — THE EQUITABLE ANNUITY — Jim LEN ASS 884 Income — 2. — TEACHERS INSURANCE AND ANNUITY ASSOCIATION — 977 Income — 3. — TEACHERS INSURANCE AND ANNUITY ASSOCIATION — 579 Income — 4, — TRUST #2 - CO-TRUSTEE FEES — 13150 vil ADDIIIVUNAL INFURNMA TION UR EAFLANATIOND gindicaie part oI keport.) VII. LINE 1. TRUST DATED JUNE 22, 1966. 50% LIFE INTEREST. vii. LINE 5. @@gpacrEes CRRSSRUSESNSRSIID CAYMAN ISLAND, B.W.1. HALF OWNED. APPRAISAL DATE: JUNE 16, 2004 VII. LINES 10-19 AND 23-52, HELD IN BROKERAGE ACCOUNTS UNDER SEPARATE OWNERSHIP IN CEEESENED: TRUST. THIS TRUST BECAME IRREVOCABLE UPON Ghia DEATH. VII. LINES 7-21 AND 23-52. PURSUANT TO OUR EMENT, I DO NOT HAVE, NOR WILL I EVER HAVE, ANY FINANCIAL INTEREST IN ANY OF THE ASSETS O LISTED HEREIN. THESE ASSETS ARE IN TRUST #2 WHICH BECAME IRREVOCABLE ON 5/31/04 UPON EA. BY EATH. TRUST #2 LINES 54-100 VII. LINE 53.1 HAVE NO BENEFICIAL INTEREST IN TRUST #2. I AM A CO-TRUSTEE OF THIS IRREVOCABLE TRUST --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/25689. Public record. Not legal advice.