Mary F. Walrath
2019
Ask Donna
Pull out the substance of this filing.
What was filed
34
investments
3
positions
0
gifts
3
agreements
0
debts
5
reimbursements
0
income
1
spouse income
Named parties
- Trust
- The Rutter Group
- Collin Seitz American Inn of Court
- ED PA Bankruptcy Conference
- American Bankruptcy Institute Valcon
- Maryland Bankruptcy Bar Association
- Turnaround Management Association
- National Conference of Bankruptcy Judges
- salary from Pepper Hamilton LLP
As filed
Vanguard IRA (S&P 500 Index Fund) — Dividend
Vanguard S&P 500 Index Fund — Dividend — Sold (part)
Vanguard S&P 500 Index Fund — Sold (part)
Vanguard Health Care Fund — Dividend — Buy (add'l)
Vanguard Health Care Fund — Sold (part)
Vanguard Health Care Fund — Sold (part)
Vanguard Health Care Fund — Buy (add'l)
Vanguard Primecap Fund — Dividend — Sold (part)
Vanguard Primecap Fund — Sold (part)
Vanguard Primecap Fund — Sold (part)
Vanguard Federal Money Market Funds (cash-equivalent) — Interest
Baird IRA (Franklin Templeton Growth Fund) — Dividend
Vanguard PA Long Term Tax-exempt Fund — Dividend
Vanguard Energy Fund — Dividend
Vanguard Global Capital Cycles Fund (f/k/a Precious Metals Fund) — Dividend
Vanguard Health Care Fund — Dividend
Vanguard S&P Index Fund — Dividend
Vanguard Primecap Fund — Dividend
Vanguard Small Cap Index Fund — Dividend
Vanguard Federal Money Market Fund/IRA (cash-equivalent) — Interest — Distributed (part)
Vanguard Growth Fund/IRA — Dividend
Vanguard Primecap/IRA — Dividend
Delaware Federal Credit Union (cash- equivalent) — Dividend
USAA Money Market (cash-equivalent) — Interest
401(k) Plan Vanguard Primecap Fund — Int./Div. — Distributed (part)
Vanguard Strategic Equity Fund — Dividend
Vanguard Growth Index Fund — Dividend
Vanguard REIT Index Fund — Dividend
MorganStanley SmithBarney — Interest
Vanguard Energy Fund — Dividend
Vanguard S&P 500 Index Fund — Dividend
Vanguard Prime Money Market Fund (cash- equivalent) — Interest
Trust — Rent — Buy (add'l)
WSFS (cash-equivalent) — Interest
Trustee, Trust
Editor, The Rutter Group
Co-President, Collin Seitz American Inn of Court
Agreement — 8/23/98 — Jacoby, Donner P.C. termination of interest in law firm payment agreement
Agreement — 1996 — Walrath & Coolidge termination of partnership agreement
Agreement — 1987 — Clark, Ladner, Fortenbaugh & Young partnership agreement, termination rights
Reimbursement — ED PA Bankruptcy Conference — 1/24-25 — Atlantic City, NJ — conference — lodging, travel, meals, registration fee
Reimbursement — American Bankruptcy Institute Valcon — 2/27-3/1 — Las Vegas, NV — Seminar speaker — lodging, travel, meals, registration fee
Reimbursement — Maryland Bankruptcy Bar Association — 5/2-3 — Annapolis, MD — Seminar speaker — lodging, travel, meals, registration fee
Reimbursement — Turnaround Management Association — 6/5-6 — Atlantic City, NJ — conference — lodging, travel, meals, registration fee
Reimbursement — National Conference of Bankruptcy Judges — 10/30-11/2 — Washington, DC — Annual Conference — partial reimbursement of lodging, travel, meals
Spouse's income — 2019 — salary from Pepper Hamilton LLP
Part VII line 21. Pursuant to instructions in the letter dated October 30, 2007, from the Committee, I have listed only the identity of my spouse's 401(k), the gross
value in column C, the amount of market gain/loss experienced by the 401(k), as well as the Required Minimum Distribution received in 2019.
Part VII line 29. The rental income for the Trust is from a gas lease not from real estate. In some of the past reports, the value code reflected only the cash held
by the Trust from the proceeds of the gas lease. I have amended those reports to reflect the estimated value of the mineral rights as well, but not the value of the
real estate, which the Trust does not own. I have also amended the 2018 report to reflect the acquisition of real estate located in Bradford County, PA. This year's
value also reflects the value of real estate acquired by the Trust in Ventnor, New Jersey.
Part VII line 11. In September 2018, Vanguard changed the name of its Precious Metals Fund to the Global Capital Cycles Fund.
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.