# Robert B. Kugler

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/2921

## Record

- **Judge:** Robert B. Kugler
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 7

## Text

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%,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/2921. Public record. Not legal advice.