# Jack Zouhary

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/26553

## Record

- **Judge:** Jack Zouhary
- **Year:** 2009
- **Pages:** 21

## Text

DCT Industrial Trost?
PDeeic & Co*
7 - General Llectnc®
Eaton
JP Morgan Chase®
Rey Compt 1
Du Pom E 1 DeNemours*
HCPInc *
Oln*
Bob Evans Fams®
Deutsche Bank PFD Trust IN
Shares TR S&P National Mun Bd Fund
Vventone*
Real Estate Property No (Darke County Ohio)
Real Fstae Property No 2 (Darke County. Ohw)
Real Estate Property No 3 (Darke County. Ohio)
Corus Bank (Accounts) — Closed
Fifth Thad Bank (Accounts)
Ment Lynch (Accounts) (cash)
Thomas McDonald Partners (Accounts) (cash)
Ohio Ste Water Development (Bond)
Wastlohe Oro Cry Suhel { Bond)
Muartvaville School Distr (Bond)
Sharonville Ohio SPL (Bond) — Redeemed
Sprinzhoro Sewer System (Bond)
Milaceh - West Unity School (Bond)
Anthony Wane Load School (Bond)
Butler County Transpottation (Bond)
1 orn Water System (Bond)
Ross Sind dane t Accounts) (cash) — Closed
Cloroa
Fanponn C ommumcanons
Frankhn Fhgh Yield (FRHIN) Fund
Legg Mason (STNAN) Fund
Apple — Buy
Apple — Buy
Montgomery County Obie Rev (Bond) — Buy
Ohio State Higher Education ac (Bond) — Buy
Templeton Fund (THD — Sold
Advent Claymore Global Fund — Sold
Key Bank (Accounts) — Interest
John Hancock Venture — Dwnadend
L.S Savings Bonds — Interest
Motorola (MO 1)* — PDmadend
Wyeth (WYE)* — Int/Div — Sold
Outil (OBTED® — None
Memill Lynch €¢ MA Funds (cash) — Interest
Ares Capital (ARCH — Int/Div
Conagia Foods (CAG — Int/Div
El Lally (LLY)? — Dnodend
Ine ONTL)* — Oimnadend
MIE &Co Mins Russell (RRA) — None — Sold
NML&Co Mitts S&P (IMTSM) — None
Zwmmer Holdings (/MH)* — Nong
Nuveen Fund (NZF) — Interest
UBS BSAY — Pradend
Goldman Sachs tGSMAN) — None
227 Looms Sayles (NEF ZX) — Interest
Cleveland City (Bond) — hueiest — Redeemed
Waverly Oho Cniv Schools 1 Bond) — Interest
Sprmgbaio Olio Swi System (Bond) — Interest
Mullerech-West Umversiy Ohio (Bond) — Interest
Henderson International (FHOAX) Fund — Dnadend
VGOi — Dimadend
VOINX — Interest
Bank of Amenca (BAC) — Int/Div
NMonteomery County Ohio Rev (Bonds) — Interest — Buy
Names with asterisks me common stock

Trust #1 (Lane 2) 1s an Agyregate Ownership Arrangement in whacl

s da one-fifth beneficiary

Assets are itemized (Lines 3 - 135)

The assets hsted on Lines 75-77 ot’ the 2009 1epon correspond with the entry on Lime ¥2 of the 200% report. which hsted these propeities mn the aggregate

These

assets are merged nto Trust #1 mn the 2009 report and included in the aggregate mcome and valtue for that trust (Line 2)

The asset histed on Lime 83 for Trust +1 of the 2008 report and all assets within the Trust are merged mito Trust 5: an the 2009 1eport (Line 2) Therefore, a

separate header 1s not requined

IRA #1} (Line 136) and IRA #2 (Line 132) a

a retirements agatn stenized

For tax purposes. IRA #3 (Meinl Lynch Private Investors Porttolin (MLIND (Lines 167-1681 and all its assets (Lanes 169 - 178) represents a roll-over to Morgan

gs

Stanfey & Co Custodian fo

77

Tor

(Linc 169)

Fifth Thaed (FITTER) (Line 236) was gifted to our children in November 2009

Additions 10 2009 Repoit,

[ines 122-133

Acquisitions made to Trust #1

Line 13]

Acquistion made 10 IRA #1

Line 166

Acquistion made to IRA 112

Lines 268 - 276

0%

Acquusttions made jomtly or

oh

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/26553. Public record. Not legal advice.