# Nancy H. Lord

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/28625

## Record

- **Judge:** Nancy H. Lord
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 7

## Text

Neuberger Berman Large Cap Value Investor T/k/a Partners Fd — Int/Div
Neuberger Berman Focus Fund Investor Class — Int/Div
MetLife, Inc common stock (MetLife Policy Holder Trust) — Int/Div
MetLife *Whole Life® Policy — Int/Div
Prudential (Herzfeld & Rubin, P.C. Empl 401K Plan) — Int/Div
J.P. Morgan Chase IRA (CD) — None
Agreement — 12/28/12 — Pension - New York State Employees’ Retirement System - Monthly Pension Check (no control)
Liability — Kev Bank — Unsecured Preferred Credit Line Account
Liability — MetLife — Loan against Own "Whole Life” Life Insurance Proceeds
Reimbursement — AAP IE iE. Institute - Bankruptcy Views From The Bench — Law Ceater, Washington DC — on a CLE Panel for CLE Program — By Fg RI I a rT al rae.
Reimbursement — Bankruptcy Bur Assoc . Joint Conf, — George, NY — Program
Income — 2013 — Income Denved from Monthly Payment from NYS Retirement System (NYS & Local Employees Retirement System) — $20,791.00
Income — Rental Income derived from leasing farm acreage (farm is not held for investment purposes) — SHO 00
Part VIL. Investments and Trusts

Re - Prudential / Herzfeld & Rubin, P.C. Employees’ 401(k) Plan. Nothing is being contributed by Herzfeld & Rubin, P.C. or has been contributed by Herzfeld

& Rubin, P.C, (a former employer) since | left the firm's employ in 1999. 1 do not receive any income as this is a retirement plan but | have indicated the change

in value for the reporting year in column B(1). The names of the funds that are currently contained within my 401(k) account are: "Stable Value Fund”; "Loomis

Sayles Global Mark™; "Invesco Comstock A"; "MFS International Value R4"; and "Oppenheimer Int'l Growth Y.”

Part VIL. Investments and Trusts

Item 4 - A dividend is earned each year on the anniversary of this whole-life policy which automatically results in the acquisition of additional insurance coverage.

Since the anniversary dute is in June cach year, 1 have included the dividend amount for 2013, (the dividend amount would fall within category "B” but the amount

of additional insurance that the dividend purchased falls within category "D", so I used category ("D"). For "gross value” at end of the reporting period, 1 have

provided the cash surrender value information which falls within category "L".

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28625. Public record. Not legal advice.