Herbert A Ross

2015Annual

Ask Donna

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.

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