Thomas M. Lynch
2020
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Pull out the substance of this filing.
What was filed
14
investments
3
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Northwestern University Pritzker School of Law
- Estate of deceased family member
- P.M. Mahoney Chapter of the Federal Bar Assoc. (Western Division /N.D. Ill.)
- Northwestern Univ. Pritzker School of Law (adjunct 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. (Wintrust) (H)
deposit accounts — Interest
Family member estate (see Part VIII) (H):
AT&T common stock (X) — Dividend
Fifth /Third Bank / State of Illinois held deposit account (X) — None
Beverly Bank Estate account (X) — Interest
Adjunct faculty (compensated), Northwestern University Pritzker School of Law
Executor (not compensated), Estate of deceased family member
Officer (not compensated), P.M. Mahoney Chapter of the Federal Bar Assoc. (Western Division /N.D. Ill.)
Agreement — 2008 — Faegre Baker Daniels Retirement Savings Plan, no control
Income — 2020 — Northwestern Univ. Pritzker School of Law (adjunct stipend) — $1,000.00
Re Part VII ("Investments and Trusts"), lines 11 through 14 (entries for "Estate"):
This concerns the estate of a deceased family 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. As reported in previous years, the estate is attempting to ascertain the deceased's interest, if any, in stock of former "Bell" companies. The
estate learned of the deceased's interests in AT&T share that had not been previously identified and redeemed. The interest earned and estimated value of that
stock is reported at Part VII, line 12 of this report. The estate intends to redeem those shares.
The estate has learned that one or more deposit accounts in which it might have an interest (the "Fifth / Third Bank deposit accounts") may have been turned over
to the State of Illinois by the bank. The estate is attempting to identify and recover any proceeds to which it 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 incomplete information, and this figure does not represent the
actual value, which is not known. The estate is not optimistic that funds attributable to this account(s) will 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., and Bell South
Corp./AT&T. At this time, the estate is not aware whether in 2020 or thereafter it held/holds any interest in such stock or other equities 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.