William Matthewman

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 9

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • SBA
  • National Association of Legal Fee Analysis (NALFA), Teaching Fee
  • Laws Reporting, Inc.

As filed

Capital One 360 Account (formerly known as ING Direct account) — Interest

Vanguard Prime Money Market Account — Interest

Vanguard IRA Target 2025 Fund — Dividend

Note/Mortgage/Michael L. Levy — None

Vanguard Wellington Fund — Int./Div. — Sold

PNC Bank Checking accounts — Interest

Fidelity Money Market/Inv. Account — Int./Div.

Vanguard IRA 2025 Fund 2 — Dividend

Vanguard Cash Reserve Fund — Int./Div. — Buy

Liability — SBA — Loan account

Income — 07/13/2020 — National Association of Legal Fee Analysis (NALFA), Teaching Fee — $1,500.00

Spouse's income — 2020 — Laws Reporting, Inc.

As to Part VII, line 5, I am owed a sum of money in the approximate amount of $10,000 to $15,000 by Michael L. Levy who signed a note to me secured by a

mortgage on real property located in Florida. I receive no payments on the note and it is supposed to be due on sale of the property which secures the mortgage.

The note and mortgage have been dormant for over 10 years and I do not know if I will ever collect on the note and mortgage.

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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