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

What was filed

  • 48

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Part VIII
  • asse.s
  • Ramapo College, Advisory Committee of Law and Society EEE Ha or —————————————————
  • Appointed and Accepted Executorship Consistent with the Code of Conduct for U. S. Judges. cE rr————————— i ———— in $i
  • Guardian Life Insurance Co. (See Part VII)
  • Crown Life Insurance Co. (X) (See Part VII)
  • FIC Educational Seminar Pro gram Medina Seminar

As filed

General Electnc Common — Int/Div

AT&T, Inc. Common — Int/Div

Exxon Mobil Corp. Common — Int/Div

Israel Bonds — Interest

TIutasl Bonds — Interest

Verizon Common — Int/Div

Chase Bank Savings — Interest

Chase Bank Checking — Interest

Dreyfus Municipal Bond Fund — Interest — Sold

Dreyfus Growth & Income (IRA) — Int/Div

AARP Growth & Income Fund — Int/Div

Dreyfus Growth & Income (IRA) — Int/Div

Nuveen Reinvest Acct(NJMun) — Interest — Sold

Nuveen Reinvest Acct(CT Mun) — Interest — Buy

Wachovia — Interest — Closed — Part VIII

Phoenix Common — Int/Div

Comcast Common — Int/Div

Wachovia (checking) — None

Alcatel-Lucent Common — Int/Div — Part VIII

Smith Bamey — Closed — Part VIII

Bank of America Estate Checking Account — Interest — Part VIII

Capmark Bank Utah - CD — Interest — Sold

Discover Bank DE - CD — Interest — Sold

Dorall Bank PR - CD — Interest — Sold

Eagle National Bank of Miami FL - CD — Interest — Sold

First National Bank of Omaha - CD — Interest — Sold

Washington Mutual Bank NV - CD — Interest — Sold

Proficio Bank Utah — Interest — Buy

Proficio Bank Utah — Sold

Park Avenue Bank NY — Interest — Buy

Park Avenue Bank NY — Sold

Indymac Bank FSB, CA — Interest — Buy

Indymac Bank FSB, CA — Sold

Eurobank PR — Interest — Buy

Eurobank PR — Sold

niries 22 “rough 35 — Int/Div — 11 — asse.s

To..lowing are acci:ic — me,

Virtus Investment Partners, Inc. Common — Part VIII

FairPoint Communications Common — Int/Div — Part VIII

Guilford Savings Bank, CT CD — Interest — Part VIII

ING Direct CD — Interest — Part VIII

Morgan Stanley Bank CD — Interest — Part VIII

Morgan Stanley Bank CD — Interest — Part VIII

Goldman Sachs CD — Interest — Part VIII

GE Money Bank, Salt Lake City, UT CD — Interest — Part VIII

JB Hanauer Federated Money Market — Interest — Part VIII

Guardian Life Insurance — Int/Div — Part VIII

Crown Life Insurance (X) — Int/Div — Part VIII

Advisory Board Member EE eiiiim———— i ——————, Ramapo College, Advisory Committee of Law and Society EEE Ha or —————————————————

Fxecutor of the Estate «EGE, Appointed and Accepted Executorship Consistent with the Code of Conduct for U. S. Judges. cE rr————————— i ———— in $i

Liability — Guardian Life Insurance Co. (See Part VII) — Loan against cash value

Liability — Crown Life Insurance Co. (X) (See Part VII) — Loan against cash value

Reimbursement — FIC Educational Seminar Pro gram Medina Seminar — 06/12 through 06/18 — Princeton, NJ — Education Seminar Progra m — $411

Income — 2008 — $25,830.00

Part VI #1 One of the Guardian Life Insurance Policies that I have previously reported now does not have a reportable loan (and See Part VII, #47 for my

Guardian reportable loan).

Part VII #15 I no longer have a savings account in Wachovia. It was closed some time in 2008.

Part VII #19 Lucent is now known as Alcatel-Lucent.

Part VII #20 Smith Barney Brokerage Account wasd closed on June 12, 2008. All funds of the estate were transferred to Bank of America. See #21.

Part VII #21 Bank of America distributed substantially all bequests to beneficiaries reserving only a small fraction of the estate assets for expenses and residuary

Part VII #38 On December 31, 2008, the Phoenix Companies, Inc. (see #16) spun-off Virtus Investment Partners, Inc.

Part VII #39 FairPoint Communications, Inc. was spun-off from Verizon. See Item #6

Part VII #40 This CD was purchased from the proceeds of the sale of our residence.

Part VII #41 This CD was purchased from the proceeds of the sale of our residence.

Part VII #42 This CD was purchased from the proceeds of the sale of our residence.

Part VII #43 This CD was purchased from the proceeds of the sale of our residence.

Part VII #44 This CD was purchased from the proceeds of the sale of our residence.

Part VII #45 This CD was purchased from the proceeds of the sale of our residence.

Part VII #46 JB Hanauer Federated Money Market Fund: In November 2008, concurrent with the sale of our residence, I transferred all my securities to JB

Hanauer for management. JB Hanauer accumulates my cash dividends or sales proceeds, if any, in their Federated Money Market Account.

Part VII #47 I have been consistently reporting this Guardian Life Insurance policy in Part VI, but had not realized that I should also be reporting that part of the

policy attributable to investment in Part VII. I now report the Guardian policy in both Parts of the Financial Disclosure Report, consistent with the current

instructions.

Part VII #48 I have a loan against the cash value of the Crown Life Insurance policy which I have not reported until this Report.

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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Leonard I. Garth | Frix