# A. Kathleen Tomlinson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3918

## Record

- **Judge:** A. Kathleen Tomlinson
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 7

## Text

Citibank Accounts — Interest
IBM Stock — Int/Div
Hartford Select Dimensions Variable Annuity — Int/Div
Prudential Fimancial — Int/Div
TIAA/CREF Account — Int/Div — account rollover*
Allianz Vision New York Qualified IRA — Interest — from TIAA CREF*
Farrell Fritz’ ABA Retirement Invest Only
Small-Mid Cap Equity Fund/State Street B & T Russell 2000 — Int/Div
Aggressive Risk Fund — Int/Div
Small-Cap Index Eq Fund’/Russell 2000 Index — Int/Div
Intemational All Cap Equity/MSC1 All Country World — Int/Div
Farrell Fritz/ABA Retirement Profit Sharing:
Intemational AllCap Equity/ MSC1 All Country World — Int/Div
Bond Fund’ Barclays Capital U.S Aggregate Bond Index — Int/Div
Moderate Risk Fund — Int/Div
Small Cap Index Equity Fund/Russell 2000 — Int/Div
Small-Mid Cap Equity Fund/State Street B & T Russell 2000 — Int/Div
International Index Equity/State Street Bank MSC1 — Int/Div
Rental Prop #1 The Villages, FL (7/08 290.000) — Reat
Rental Prop #2: The Villages, FL (8/05 145.000) — Rent
Ist Global Capital Corp. Prime Fund Capital Reserves Ret — None — Closed — Part VIII
First Global Capital Corp. Money Market Tax-Exempt Fund Cap — Int/Div
American Amcap Fund Class F — Int/Div
Davis NY Venture A — Int/Div
T Rowe Price Equity Income — Int/Div
Franklin NY Tax Free Class A — Int/Div — Sold
Oppenheimer Limited Term NY Muni Class A — None — Sold
T Rowe Price NY Tax Free Bond — Interest — Buy
ishares Tr S & P World Ex-US PPTY Index Fd 135 — None
shares TR MSCI Emerging Mkets Index Fd — Int/Div
Barclays Bk Plc IPATH Index Lkd Secs to GSC — None
Royce Opportunity Fund Invest Class — Int/Div
UMB Scout International — Int/Div
Nat'l Financial Services LLC / Oppenheimer Ltd Term NY Mum — Int/Div — Sold — sce Part VII
Liability — American Express FSB Mortgage — Shared mortgage JE home, Livingston, NJ
Liability — Citizens First Bank — Mortgage on Rental Property #1 , The Villages, Florida (Pr. VII line 19)
Liability — Citizens First Bank — Mortgage on Rental Property #2 The Villages, Florida (Pr. VIL, line 20)
** Line 34 tis fund was liquidated upon the death of JEN in 2011 and distributed to | - The account was initially funded by Jill

I © pay bills/expenses long-term for [NN hile I ost years.

#*% Linc 21: This was a catch-all account for short-term interest that was not enough to be re-invested. Given the losses in many of the funds for last year, this

cash-equivalent fund was depleted and closed.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3918. Public record. Not legal advice.
