Richard Gary Taranto

2013

Ask Donna

Pull out the substance of this filing.

What was filed

  • 41

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 4

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • UBS
  • Yale Univ.
  • Georgetown Univ.
  • Pomona College
  • Yale Law School
  • Law firm income

As filed

Farr & Taranto capital account — Distribution — Closed

PNC (cash & CDs) — Interest

Guardian: Whole Life — None

Guardian: Whole Life — None

MONY: Variable Whole Life — None

MONY: Whole Life — None

Farr & Taranto 401(k) Retirement Plan

UBS Cash — Interest

Ally Bank CD — Interest

American Express CDs — Interest

BMW Bank — Interest

CIT Bank CD — Interest — Redeemed

Discover Bank CD — Interest

GE Capital CD — Interest

HSBC Bank CDs — Interest

HSBC Corp. Note — None — Redeemed

MidFirst Bank CD — Interest — Redeemed

UBS Bank CD — Interest

Philadelphia Bonds (0 coupon) — None

Sacramento Bond (0 coupon) — None

Ft. Lee NJ Bond — Interest

MetLife Annuity — Int./Div.

Ohio National Foundation Plan Annuity — Int./Div.

UBS Cash Funds — Interest

Ally Bank CDs — Interest

Bank of America CD — Interest — Redeemed

BMW Bank CDs — Interest

CIT Bank CD — Interest

Comenity Bank — Interest

Discover Bank CD — Interest

GE Money Bank CDs — Interest

GE Capital Finance CDs — Interest

GE Capital Retail CD — Interest

Goldman Sachs Bank NY CDs — Interest

HSBC Finance Corp. Notes — Interest

UBS Bank CD — Interest

Other assets:

UBS Cash Funds — Interest

Bank of America CDs — Interest — Redeemed

HSBC Financial Notes — Int./Div. — Redeemed

Lightbridge Corp

Agreement — 1990s — Farr & Taranto 401(k) Retirement Plan with former law firm; no control; plan terminated in 2012, distribution into IRA still awaiting IRS approval

Agreement — 2013 — Farr & Taranto, former law firm, agreement to distribute capital as firm terminated on my departure in March 2013; distribution made in 2013

Liability — UBS — Line of credit

Liability — Yale Univ. — Tuition

Liability — Georgetown Univ. — Tuition

Liability — Pomona College — Tuition, room & board

Reimbursement — Yale Law School — 10.16.13 - 10.17.13 — New Haven, CT — Participation in two classes — Transportation, hotel

Income — 2013 — Law firm income — $18,000.00

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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