Thomas M. Lynch
2019
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Pull out the substance of this filing.
What was filed
14
investments
4
positions
0
gifts
1
agreements
1
debts
1
reimbursements
1
income
0
spouse income
Named parties
- Northwestern University Pritzker School of Law
- National Institute for Trial Advocacy
- Estate of deceased member
- Federal Bar Association P.M. Mahoney Chapter (Rockford, IL)
- U.S. Department of Education
- National Conference of Bankruptcy Judges
- Northwestern Univ. Pritzker School of Law (adjunct faculty stipend)
As filed
Faegre BD Retirement Savings Plan (adm'd by Schwab)(H):
Vanguard Target Retirement 2020 Fund — Dividend
Fidelity SEP IRA(H):
Fidelity Cash Reserves — Interest
UBS Financial Services Inc Ind'l IRA (UBS#1)(H):
Pace Int'l Equity Investments Class A Fund — Int./Div.
UBS Financial Services Inc Ind'l IRA (UBS#2)(H):
Invesco American Franchise Fund Class A — Int./Div.
Beverly Bank & Trust Co., N.A.(H):
deposit accounts — Interest
Member Estate (see Part VIII, fn*) (H):
AT&T common stock — Dividend
Fifth Third Bank / State of Ill. held deposit accounts — None
Beverly Bank Estate Account (X) — Interest
Adjunct Faculty (compensated), Northwestern University Pritzker School of Law
Adjunct Faculty (not compensated), National Institute for Trial Advocacy
Executor (not compensated), Estate of deceased member
Officer (not compensated), Federal Bar Association P.M. Mahoney Chapter (Rockford, IL)
Agreement — 2008 — Faegre Baker Daniels Retirement Savings Plan, no control
Liability — U.S. Department of Education — Student loan to member
Reimbursement — National Conference of Bankruptcy Judges — 10/30/2019 to 11/3/2019 — Washington, D.C. — Attend annual meeting of the conference and judges committee meeting — Lodging (partial), registration.
Income — 2019 — Northwestern Univ. Pritzker School of Law (adjunct faculty stipend) — $1,000.00
Re Part VII ("Investments and Trusts") lines 11 through 14 (entries for "Estate"):
This concerns the estate of a deceased member. The estate is in the process of closing and is attempting to locate, identify and recover any assets to which it
may have a claim. In 2018, the estate redeemed what it then believed to be the AT&T shares owned by the deceased in the transaction described at line 21 in Part
VII of the Financial Disclosure Report for 2018. As reported then and in previous years, the estate is attempting to ascertain the deceased's claims, if any, in stock
of former "Bell" companies. In 2019 the estate learned of the deceased's interest in AT&T shares that had not been redeemed. The interest earned and estimated
value of those shares is reported at Part VII, line 12 of this report. The estate intends to redeem these shares shortly.
The estate was informed that the deposit accounts(s) to which it may have a claim (the "Fifth Third Bank deposit account(s)") was paid to the State of Illinois
by the bank. The estate is attempting to identify and recover any recoverable funds attributable to this/these account(s) to which it now may have a claim. The
value reported on line 13 represents the estate's best estimate of the possible value of the account(s) based on scattered and imcomplete information and does not
represent their actual value, if any. The estate is not aware of any related interest earned in 2019. The estate is not optimistic that these funds can be recovered.
The estate also is attempting to ascertain the deceased's possible holdings, if any, in common stock of the former NYNEX Corp, US West Corp, SBC Corp., or
additionally in Bell South Corp./ AT&T. At this time, the estate is not aware whether in 2019 or thereafter it held/holds any interest in shares of such stock or
interest in other stock other than the common stock identified at line 12.
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.