Peter W. Hall
2017Annual
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What was filed
31
investments
4
positions
0
gifts
0
agreements
2
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Joan Loring Wing Inns of Court Chapter, Southem Vermont
- Federal Judges Association
- Vermont Law School
- Comell Law School
- Massachusetts Mutual Life Insurance ) Company
- NatonwideFmancual Services Insurance
- American College of Appellate Lawyers
- Self-employed «= vetermarian
As filed
CIGNA (common) — Int/Div
IRA: Fidelity Asset Manager 50% Mutual Fund — Int/Div
Interest in timber & land, Shaftsbury, VT — Rent
Rental portion of personal residence, [ — Reat
Nationwide Life Ins. Co. of Amer. whole life ins. Policy — Int/Div
Massachusetts Mutual Lite Ins, Co, - whole life ins. Policy — Int/Div
Peoples United — Interest
Berkshire Bank — Interest
Heritage Family Credit Union — Interest
Edward D. Jones Money Market Account — Int/Div
Vermont Educ. & Health Bldgs Fin Revenue Bonds — Interest
American Funds (mutual fund) <= Income Fund of America — Int/Div
Coca Cola Co. — Int/Div
IDX — Int/Div
Western National Life Insurance Company. Fixed Annuity — Ine
Credit Union of Vermont — Interest
UVM & State Agriculture College Revenue Bonds — Interest
IM Company — Int/Div
Caterpillar, Inc — Int/Div
IRA: American Funds - High Income Trust — Int/Div
IRA: American Funds — Internat'l Growth & Income Fund — Int/Div
IRA: American Funds -- American Mutual Fund — Int/Div
IRA: American Funds — Income Fund of Amenca — Int/Div
Southwest Airlmes — Int/Div
CVS Health Corp — Int/Div
Apple, Inc. -- See Part VIII — Int/Div
MFS Mutual Funds -- See Part VIII — Int/Div
Abalone Enterprises LLC — istmbution
Thacher W. Worthen Trust (X) «- managed by People's United Wealth * — Distribution
Paine Frederic W. Trust (X) -- managed by US. Trust ** — Distribution
Member, Executive Commuttee, Joan Loring Wing Inns of Court Chapter, Southem Vermont
Member, Board of Directors, Federal Judges Association
Member, Board of Trustees, Vermont Law School
Member, Advisory Committee, Comell Law School
Liability — Massachusetts Mutual Life Insurance ) Company — Loan agamst whole life policy value
Liability — NatonwideFmancual Services Insurance — Loan agamst whole hfe policy value
Reimbursement — Comell Law School — February 26-28, 2017 — Ithaca, NY — Visiting Scholar — Food, lodging
Reimbursement — American College of Appellate Lawyers — April 6.7, 2017 — Boston, MA — Appeals Court Panel Presentation — Food, lodging
Spouse's income — 2017 — Self-employed «= vetermarian
* Part VII, Line 30 -- Thacher W. Worthen Trust is managed by People's United Wealth Management with the investment objective “Balanced.” | did not set up
this trust; Iam merely an income beneficiury triggered by my mother’s death in 2015.
** Part VII, Line 31 -- Paine, Frederic W. Trust is managed by U.S. Trust with the investment objective "Balanced." 1 did not set up this trust; I am merely an
income beneficiary triggered by my mother's death in 2015.
The assets listed on Lines 27 and 28 were inadvertantly omitted from my 2016 report.
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.