# Nancy H. Lord

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5216

## Record

- **Judge:** Nancy H. Lord
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 7

## Text

Neuberger Berman Large Cap Value Investor T/k/a Partners Fd — Int/Div
Neuberger Berman Focus Fund Investor Class — Int/Div
MetLife, Inc common stock (MetLife Policy Holder Trust) — Int/Div
MetLife *Whole Life® Policy — Int/Div
Prudential (Herzfeld & Rubin, P.C. Empl 401K Plan) — None
J.P. Morgan Chase IRA (CD) — None
Power of Attorney, Executed by Alix Comeau (the daughter of my significant other, after lis date of death on 7/2/2016) in my favor, dated 7/8/16.
Agreement — 12728012 — Pension - New York State Employees’ Retirement System - Monthly Pension Check (no control)
Liability — Kev Bank — Unsecured Preferred Credit Line Account
Liability — MetLife — Loan against Own "Whole Life” Life Insurance Proceeds
Liability — Visa Card (Barclaycard) — Credit Card
Liability — Visa Card (Chase Card Services) — Credit Card
Reimbursement — Institute & Georgetown University Law School — "Views From the Bench” — admeals
Reimbursement — attorneys and other employees
Income — 2015 — Income Denved from Monthly Payment from NYS Retirement System (NYS & Local Employees Retirement System) — $20,791.08
Income — System which commenced 2/1/14 following death of Stunley Lord (1/1214)
Part 1. Positions. | just recently obtained Alix Comeau's power of attorney that will be utilized while she is away in Japan (until 8/17/2016) and to a lesser extent

if she is not able to sign documents while she is away at college in Baltimore during the 2016-2017 college school year. | have resided in the same home with

Alix for the last 5 years, as her father’s significant other and we have the equivalent of a step-mother /step-daughter relationship. We will continue to reside

together. 1 had her father’s power of attorney during 2015/2016 but did not need to utilize it and he passed away on July 2, 2016,

Part VIL. Investments and Trusts

Re - Prudential / Herzfeld & Rubin, P.C. Employees’ 401(k) Plan, Nothing is being contributed by Herzfeld & Rubin, P.C. or has been contributed by Herzfeld &

Rubin, P.C. (4 former employer) since 1 left the firm's employ in 1999. 1do not receive any income as this is i retirement plan but 1 have indicated the change in

value for the reporting year in column B(1). The names of the funds that are currently contained within my 401(k) account are: "Stable Value Fund” (Gross Value

Code J): "Loomis Sayles Global Markets Y" (Gross Value Code N) ; "Invesco Comstock A® (Gross Value Code L); "MFS Intemational Value R4" (Gross Value

Code K); and "Oppenheimer Int'l Growth Y." (Gross Value Code J).

Part VIL Investments and Trusts

Item 4 - A dividend is earned each year on the anniversary of this whole-life policy which automatically results in the acquisition of additional insurance coverage.

Since the anniversary date is in June each year, | have included the dividend amount for 2014, (the dividend amount would fall within category "B" but the amount

of additional insurance that the dividend purchased falls within category "D", so | used category ("D"). For "gross value" at end of the reporting period, | have

provided the cash surrender value information which falls within category "L",

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5216. Public record. Not legal advice.