# James Carroll Fox > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/27780 ## Record - **Judge:** James Carroll Fox - **Year:** 2007 - **Pages:** 13 ## Text IRA#2 — Int/Div AMERICAN INTERNATIONAL GROUPINC COMM AUTOMATIC DATA PROCESSING INC COMM BROADBRIDGE FINANCIAL SOLUTIONS INC. (SPINOFF AUTO DATA) — SPINOFF BROADBRIDGE FINANCIAL SOLUTIONS INC. (SPINOFF AUTO DATA) — SELL MEDTRONIC COMM MICROSOFT CORP COMM WACHOVIA CORP COMM RESERVE PRIMARY FUND M/M IRA #1 — Int/Div ABBOTT LABORATORIES COMM MEDTRONIC COMM AMERICAN EXPRESS COMPANY COMM BB&T CORP COMM BANK OF AMERICA (FLEETBOSTON FINANCIAL CORP) CREE. INC — BUY CREE. INC — SELL DUKE ENERGY CORP NEW — BUY GENERAL ELECTRIC CO COMM LILLY,ELI & CO COMM MERRILL LYNCH & CO INC COMM — SELL MICROSOFT CORP COMM PROCTER & GAMBLE CO COMM (GILLETTE CO. COMM) SUNRISE SENIOR LIVING INC — BUY ROYAL DUTCH PETROLEUM CO COMM TEXASINSTRUMENTS INC COMM THE CHUBB CORP COMM RESERVE PRIMARY FUND MM PEPSICO INC. COMM ABN AMRO BANK BOND — REDEMPTION GENL ELECTRIC CAP CORP NOTE CITIGROUP GLBL MKTS NOTE SCHERING PLOUGH CORP NOTE BROKERAGE #1 RESERVE PRIMARY FUND M/M — Int/Div BROKERAGE #2 RESERVE PRIMARY FUND M/M — Int/Div EATON VANCE FUND #1 (CAPITAL EXCHANGE FUND #1) — Int/Div CHESTNUT ST. EXCHANGE FUND #1 — Int/Div FEDERATED CAPITAL APPRECIATION EXCHANGE FUND #1 — Int/Div VK AMERICAN EXCHANGE FUND #1 — Int/Div EATON VANCE FUND #2 (CAPITAL EXCHANGE FUND #2) — Int/Div CHESTNUT ST EXCHANGE FUND #2 — Int/Div FEDERATED CAPITAL APPRECIATION EXCHANGE FUND #2 — Int/Div VK AMERICAN EXCHANGE FUND #2 — Int/Div GALLAHER GROUP PLC #2 COMM — Int/Div — SELL TRUST #1 — Int/Div — A GENERAL ELECTRIC CO COMM — Sale DIAGEO PLC COMM — Sale CVS CORP COMM — SELL PROCTER & GAMBLE CO COMM LOWES CO COMM HEWLETT PACKARD CO COMM MICROSOFT CORP COMM WYETH COMM ZIMMER HOLDINGS INC COMM — SELL AT&T INC COMM (SBC COMMUNICATIONS INC COMM) BANK AMERICA COMM HARTFORD FINL SVCS GRP COMM JP MORGAN CHASE & CO COMM PRAXAIR INC COMM VERIZON COMMUNICATIONS COMM — Sale IDEARC INC COMM (SPINOFF VERIZON COMMUNICATIONS) — SELL ELL INTERNATIONAL PROPERTY — BUY GOLDEN SMALL CORE VALUE FUND — BUY TOUCHSTONE MID CAP FUNDS — BUY DODGE & COX INTERNATIONAL — BUY SSGA FUNDS EMERGING MKTS — BUY BARCLAYS BANK PLC FUND COHEN & STEER INSTL RLTY FUND — Sale EVERGREEN NC MUNICIPAL BOND — Addl Shr NUVEEN FUNDS HIGH YIELD MUNI BD PIMCO EMERGING MARKETS BOND WACHOVIA (FIRST UNION) SHORT-TERM INVESTMENT FUND TRUST #2 — Int/Div — B GENERAL ELECTRIC COMM — SELL UNITED TECHNOLOGIES CORP COMM CARNIVAL CORP COMM LOWES COMM CISCOSYSCOMM — SELL HEWLETT PACKARD COMM INTEL CORP COMM — SELL IBM CORP COMM PROCTER & GAMBLE COMM 3M CO COMM MICROSOFT CORP COMM ABBOTT LABS COMM — SELL PFIZER INC COMM — SELL WYETH COMM EXXON MOBIL CORP COMM — Sale AT&T COMM (SBC COMMUNICATIONS COMM) BANK AMERICA CORP COMM — Sale JP MORGAN CHASE & CO COMM WACHOVIA CORP COMM PRAXAIR INC COMM DODGE & COX INTERNATIONAL STK FD — BUY ELL INTERNATIONAL PROPERTY — BUY GOLDEN SMALL CORE VALUEFD — BUY SSGA FDS EMERGING MKTS FD — BUY TOUCHSTONE MID CAP FUND — BUY COHEN & STEER INSTL RLTY FUND — Addl Shr BARCLAYS BANK PLC FUND EVERGREEN NC MUNI BOND — Addl Shr NUVEEN FUNDS HIGH YIELD MUNI BD PIMCO EMERGING MARKETS BOND WACHOVIA (FIRST UNION) SHORT-TERM INVESTMENT FUND FOUNDATION #1 — Int/Div — C WYETH COMM BP AMOCO COMM DUKE ENERGY CORP NEW COMM (MERGER FR DUKE ENERGY CORP) LILLY, ELI & CO COMM NUVEEN PREF & CONV INCOME MF PIEDMONT NATUARAL GAS COMM VERIZON COMMUNICATIONS COMM IDEARCINC COMM (SPINOFF FR VERIZON COMMUN.) WACHOVIA CORP COMM SPECTRA ENERGY CORP (SPINOFF FR DUKE ENERGY) — SPINOFF WILLIS LEASE FINANCE CORP — BUY BLOCK FINANCIAL CORP BOND 04/15/07 — REDEMPTION UNION TANK CORP BOND 06/01/09 CONSOLIDATED EDISON BOND 05/01/10 FORD MOTOR CREDIT CORP NOTE 10/28/09 VERIZON MARYLAND BOND RESERVE PRIMARY FUND M/M NOTE A - Under the distributive provisions of the Trust # 1, the income of said trust, within the sole and absolute discretion of the corporate trustee thereof, may be distributed in whole or part to members. The corporate trustee, in its sole discretion, may distribute all or any portion of the corpus of said trust to any one or more such beneficiaries if necessary to meet the reasonable needs of such beneficiary. James C. Fox was a co-trustee until his resignation and appointment of a successor trustee on August 16, 2006. James C. Fox has a testamentary limited power of appointment with regard to the corpus of the trust. NOTE B - Under the distributive provisions of theTrust # 2, the income of said trust, within the sole and absolute discretion of the corporate trustee thereof, may be distributed in whole or part to members. The class of potential distributees may be increased by the birth of additional members and by future marriage of members. The corporate trustee, in its sole discretion, may distribute all or any portion of the corpus of said trust to any one or more of such beneficiaries if necessary to meet the reasonable needs of such beneficiary. James C. Fox was a co-trustee until his resignatioon and appointment of a successor trustee on August 16,2006. James C. Fox has a testamentary limited power of appointment in regard to the corpus of the trust. NOTE C - James C. Fox is a co-trustee of the Foundation # 1, a trust created and operated exclusively for charitable, religious, scientific and educational purposes. The assets of the trust approximated $616,184 at December 31, 2007. NOTE D - Abbreviations used in the description of assets, Part VII include the following: "COMM" designates common stock; "PREF" designates preferred stock; "M/M" designates a cash equivalent money market account; "BOND" designates a corporate bond; "MUNI" designates a tax exempt bond; and "MF" designates a mutual fund. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/27780. Public record. Not legal advice.