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Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Adult beneficiary
  • Adult Beneficiary
  • Trust #1 (See note, section VIII)
  • Estate No. 1
  • Spouse Deceased

As filed

Morgan Stanley Active Assets Acount

Cash or Equivalent — Interest

Pfizer, Inc. common — Dividend

NYS Gen'l Oblig'n Bonds Series A 3/1/31 and 3/1/32 — Interest — Sold

NYC Mun Water Fin. Auth. Rev. FF 6/15/34 — Interest — Sold

NYS Thruway Auth. State P'nal Inc Tax Rev A 5% 3/15/32 — Interest

NYS Thruway Auth. Ser. I 5% 1/1/37 — Interest

VanEck Vectors Junior Gold Miners — Dividend — Buy

VanEck Vectors Junior Gold Miners — Sold (part)

Viatris, Inc. Common — None — Spinoff (from line 3)

Viatris, Inc. Common — Sold (part)

IRA

US Treas. Fed Strips zero coupon 8/15/20 — None — Redeemed

US Treas. Fed Strips zero coupon 8/15/21 — None

US Treas. Fed Strips zero Coupon 8/15/25 — None

NJ Econ. Dev. Pension Fdg. Rev. B 2/15/23 zero coupon. — None

NJ Econ. Dev. Pension Fdg. Rev. B 2/15/22 zero coupon — None

Fresno Cal. Pension Rev. 8/15/24 zero coupon — None

Chase Bank account — Interest

Estate No. 1

LI NY Pwr Auth Elec Sys Bonds Series A zero coupon 6/1/23 — None — Distributed — Adult beneficiary

NYS Dorm. Auth. Mem Sloan Kettering zero coupon 7/1/27 — None — Distributed — Adult beneficiary

Triboro Br.&Tun. Auth. zero coupon 11/15/31 — None — Distributed — Adult Beneficiary

Trustee, Trust #1 (See note, section VIII)

Executor, Estate No. 1

Spouse's income — 06/07/2019 — Spouse Deceased

The assets in Trust #1 need not be reported, because neither I nor my spouse created the trust, received income from it, or have any beneficial interest in it. We

have (and had throughout 2020) no minor or dependent child. (None of its assets pose any conflict of interest.) The trust was dissolved on January 8, 2020.

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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Louis Lee Stanton | Frix