Robert B. Kugler

2011Annual

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

What was filed

  • 27

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Self-Employed Stenographer

As filed

Wells Fargo Bank — Interest

Franklin TempletonMutual Qualified Fund Class Z — Int/Div

Trust {Income Beneficiary) — Int/Div

Partmership, Coms — None

TD Bank — Interest

AIG Sun America — Interest

Trust (Trustee)

Royal Dutch (Shell) — Int/Div

Vanguard Bond Fund — Int/Div

Vanguard NJ Tax Exempt — Int/Div

Vanguard Dividend Growth — Int/Div

Vanguard 500 Index Fund — Int/Div

Mortgage NJ Property — Interest

Wells Fargo — Interest

One Centennial Square — Int/Div

Real Estate - (Collier County FL)

Real Estate - (Atlantic County, NJ) Parcel

Real Estate - Atlantic County, NJ) Parcel 2

Real Estate - (Camden County. NJ) Parcel

Real Estate - (Camden County, NJ) Parcel 2 — Rent

Real Estate « (Camden County, NJ) Parcel 3 — Rent

T Rowe Price Alaska 529 — Int/Div

ING Direct — Interest

TD Bank — Interest

Pioneer Stock Fund — Int/Div

Met Life (whole life) — Int/Div

US. Savings Bonds — Interest

Spouse's income — 2011 — Self-Employed Stenographer

As to Part VII, Paragraph 3, Tam an income beneficiary interest of a Trust established

and have a contingent interest in the corpus but have

no power to direct, buy, sell or otherwise dispose of any assets. As of 12/31/11, the Trust mvested in the following funds and securities: Exxon Mobil Corp.,

Verizon Communications, Public Service Enterprise Group, Inc., General Electric Co., Artio Global High Income Fund #1, Pimco Total Return Fund Institutional

Shares, Vanguard Intermediate - Term Tax Exempt Fund, Fidelity Advisors Emerging Markets Income Fund Class 1, Wells Fargo Advantage International Bond

Fund Class 15, American Century Equity Income Fund Class 1, Harbor Capital Appreciation Fund Class Inst, IShares Russell 2000, Munder Mid Cap Core

Growth Fund Class Y, Touchstone Mid Cap Fund Class Y, Delaware Pooled Trust International Equity Portfolio, Harbor International Fund Class Institutional,

Lazard Emerging Markets Portfolio, ING Real Estate Fund Class -1, Morgan Stanley Institutional International Real Estate Portfolio Class 1, Pimeo Commodity

Real Return Strategy Fund - Class 1.

As to Part VII, paragraph 4, the partnership is

is invested in gold coins.

As to Part VII, paragraph 16, the real estate is owned with another person and is an unimproved lot.

As to Part VII, paragraphs 7-15, 1 hold these investments only as Trustee U/W. | have no income interest in any asset and have only a contingent beneficial

interest in the corpus. 1 have the authority to buy, sell, or otherwise dispose of the assets of this Trust, As to paragraph 15, the assets of One Centennial Square

were sold on 1/3/12, and will be reflected in the 2012, report,

As to Part VII, paragraphs 17-27, these are owned

As to Part VII, paragraphs 16-21, paragraph 16 (assessed $227,000), paragraph 17 (assessed $845,000), paragraph |8 (assessed $345,000), paragraph 19 (assessed

$856,000), paragraph 20 (assessed $187,000), paragraph 21 (assessed $855,000), the tax equalization rate (average ratio of assessed to true value) is near 100%,

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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