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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Mary F. Walrath | Frix