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

What was filed

  • 29

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • VIII & 2 above
  • VIII
  • 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
  • Guardian Life Insurance Co.

As filed

General Electric Common — Int/Div

ExxonMobil Corp. Common — Int/Div

Israel Bonds — Interest

Israel Bonds — Interest

Bell South Common Merged with AT&T — Int/Div — Merger — VIII & 2 above

Chase Bank Savings — Interest

Chase Bank Checking — Interest

Dreyfus Municipal Bond Fund — Interest

AARP Growth & Income Fund — Int/Div

Nuveen Reinvest Acct(NJMun) — Interest

Nuveen Reinvest Acct(NJMun) — Interest

Wachovia (formerly First Union) — Interest

Avaya — Redeemed

Phoenix — Int/Div

Comcast — Int/Div

Wachovia (checking) — None

Lucent — Int/Div

Bank of America Estate Checking Account — Interest

Compass Bank AL-CD (51) — Interest — "Sold — VIII

East-West Bank CA - CD (52) — Interest — Sold

Euro Bank PR - CD (53) — Interest — Sold

First Merit Bank OH - CD (54) — Interest — Sold

First Midwest Bank IL - CD (55) — Interest — Sold

Freemont Investment & Loan CA - CD (56) — Interest — Sold

Israel Discount Bank - CD (57) — Interest — Sold

Midwest Bank OK - CD (58) — Interest — Sold

Washington Mutual Bank, NV - CD (59) — Interest — Sold — VIII

Capmark Bank Utah - CD — Interest

Discover Bank DE - CD — Interest

Advisory Board Member, Ramapo College, Advisory Committee of Law and Society

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 — $25,830.00

Part VII, #2 AT&T merged with Bell South Common (see #7 below) on 06/20/06.

Part VII, #7 Bell South Common merged with AT&T (see #2 above) on 06/20/2006.

Part VII, #22 Smith Bamey (formerly #36) holds all monies liquidated from sale of assets for puchase of CD's and ultimate distribution to beneficiaries.

The items numbered 22 through 38, inclusive, are the assets of the Estat lll» All purchases, sales and redemptions, as noted, were made in

the year 2007. I have recorded the assets

retained or replaced with the item number on my previous 2006 Return in parenthesis.

Part VII, #32 Washington Mutual Bank, NV - CD was sold as reported - but replaced on the same date with the CD reported in #38.

n preparing my instant Report, I noticed that I had erred in the designation of income in my 2006 Report for Items #51 through #59, inclusive. Item #52 should

have had an income code of "A"; #52 "B"; #53 "A"; #54 "A"; #55 "B"; #56 "B"; #57 "B"; #58 "B" and #59 "B". These income codes have now been correctly

reported in my instant Report. I submit this correction so that it will avoid a letter from the Reviewing Officer when comparing the two Reports.

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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