Herbert A Ross
2015Annual
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Pull out the substance of this filing.
What was filed
20
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
1
spouse income
Named parties
- Judicial Retirement & Survivors pension and Houser lawsuit backpay award
- MetLife Annuity (from TSP account created on retirement mn 2000)
- State of Alaska Retirement income for wife
As filed
Ist Nat'l Bank of Alaska(Checking Acct #1) — Interest
Credit Union - credit untion account — Interest
Ist Nat'l Bank of Alaska - CD 2) — Interest
Exelon Corp. stock — Int/Div
Morgan Stanley Smith Bamey (Cash, Money Fund, Bank Dep) — Int/Div
Security Benefit, Equity - Class A — Int/Div
Security Benefit, Mid Cap Growth- Class A — Int/Div
1DS Premier Plus (Annuity) — Interest
IRA-Morgam Stunley Mut. Funds Growth Fund/New Economy/Money — Int/Div
Nuveen Muni-Qual Income & Prem — Int/Div
NV Energy, Inc, stock — Int/Div
IRA-Morgan Stanley-Mut. Funds-New Economy Fund Money Fund — Int/Div
1st Nat'l Bank of Alaska CD=2 — Interest
1st Nat'l Bank of Alaska {Checking Acct #2) — Interest
TD Ameritrade Money Market Account (formerly TD Waterhouse) — Interest
Martha Stewart Living Omum, Inc. stock — Int/Div
First Nat'l Bank of Alaska Savings Acct — Interest
US Treasury Bonds — Interest
Chico's FAS. Inc. stock — Int/Div
Urban Outfitters stock — Int/Div
Income — 2015 — Judicial Retirement & Survivors pension and Houser lawsuit backpay award — $307.597.00
Income — 2015 — MetLife Annuity (from TSP account created on retirement mn 2000) — $31,758.00
Spouse's income — 2015 — State of Alaska Retirement income for wife
This relates to Part 111-A, Non-Investment Income. This year, | reported pension and annuity payments in 2015 that possibly should have been reported on prior
reports, | have been a recalled bankruptcy judge since 2000 and treated my annual income as “wages,” when it was in fact partly pension. Also, | converted my
TSP account into an annuiity (1 don't remember the exact year), and receive about $2,647 per month gross.
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.