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Judicial Watch • Nora B. Fischer – 2007

Nora B. Fischer – 2007

Nora B. Fischer – 2007

Page 1: Nora B. Fischer – 2007

Category:Federal Judges

Number of Pages:25

Date Created:November 6, 2008

Date Uploaded to the Library:October 17, 2014

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Govemmenl Act 1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 USC opp. !O!-l Person Reporting (last name, first, middle rnitial) Fischer, Nora Court Organization District Court, Western Date Report 05/09/2008 Title (Article I11 judges indicale active senior status; magistrate judges indicate full-or part-lime) Federal District Court Judge -Active Sa. Report Type (check appropriate type) omination, Date Initial [Z] Annual Sb. Amended Report Final Reporting Period 01/01/2007 12/31/2007 Chambers Office Address 3800 One Oxford Centre Pittsburgh, 15219 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Rciewing Officer Date 
filf ANT TES: The i11structio11s accompa11yi11g this form 11111st followed. Complete all parts, checki11g the NONE box for each part where you have 110 reportable i11for111atio11. Sign 011 last page. POSIT! ONS. (Reporting individual only; see pp. 9-13 filing 
instructions.) NONE (l-lo reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY Equity Partner Pietragallo, Bosick, and Gordon REE MEN TS. (Reporting indfridual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) 
 
PARTIES AND TERMS 1992 Partnership agreement; Pietragallo, Bosick, and Gordon (PBG). Tenninated 2007 
 
 
 
 
::a Person Reporting Date Report 
 
III. N-INVESTJ1ENT ME. (Reporting individual and spouse; see pp. 17-N filing instmclions.) Filers Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 
 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-Investment Income -I/you were married during any portion oflhe reporting year, comp/e1e 11Iis section. (Dollar amount not required e.xceplfor honoraria.) NONE (,Vo reportable non-investment income.) 
 
SOURCE AND TYPE 2007 Highmark Inc. -salary 
University Pgh. Physicians -part-time salary 
 
 
IV. REIMBURSEMENTS -transportation, /odging,food. entertaimnenl 
(Includes those spouse and dependent children: see PP-25-27 filing instructions.} 
[ZJ NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 
 
 
 
Date Report 
FINAilCIAL DISCLOSURE REPORT Page 3of12 
Fischer, Nora 
05/09/2008 Frf (/11cludes those :,po use and dependent children; see pp. 28-31 filing 
instructions.) 
NONE (No reportable gifts) 
[2J 
DESCRIPTION VALUE 
 
 
VJ. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[2J NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION 
 
 
VALUE CODE 
 
 
 
Date Report 
Fischer, Nora 
0510912008 
VII. INVESTl1ENTS and TRUSTS --income, ratue, transactions anc111des those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (lo reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions dunng reporting period 
(including trust assets) reporting period reporting period 
 
(I) (2) (I) (2) (3) 
(5) 
Place (X) after each asset :Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior diclosure Code div., rent, Code Metl10d buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-HJ (if private 
 
transaction) ___ .:_ Mellon Bank accounts lone Closed 2007 PNC Bank accounts Interest Qualified Plan -The Growth Fund America Dividend deferrals -SMALLCAP World fund Dividend deferrals -Washington Mutual Investors Fund Dividend deferrals -Fundamental Investors Dividend deferrals -American Balanced Fund Dividend deferrals 
IO. Qualified Plan 
12. -Mellon Bank Interest roll over 2007 
13. -NBF Mellon Interest 
14. 
15. Qualified Plan 
16. -American AMCAP Fund Dividend 
17. -American Europacific Growth Dividend Income Gain Codes: 1.000 less =St.OOt -$2,500 =52.50 -S5,000 =55,001 5.000 5.00 -$50.000 
(Sec Columns and D4) =$50,00t -St00.000 =StOO.OOt -St,()()() .000 Ill =$1.000.001 -$5.000.000 =ore than $5.000.000 Value Codes =$15.000 less =$t5.001 -SS0,000 L=S50.001 -$t00.000 =StOO,OOt -5250.000 
(Sec Columns and 03) =$250.001 -S500.000 =S,..001 -SI ,000.000 =Sl.()()().001 -$5,000.000 =$5,000,001 -$25.000,000 =525,000.001 -$50.000.000 =1o:-c rhm1 $50,oGlue, transactions r1nc1udes those spouse and dependent children; see pp. 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
(I) 
Description Assets 
(including trust assets) 
Income during Gross value end reporting period 
reporting period  
___ ____________ _L________:___________ 
(!) (2) (I) (2) 
Place (X) after each asset 
Amount Type (e.g., Value Value exempt from prior disclosure div., rent, Code Method buy, sell, Month Coclc2 Code buyer/seller Code (A-H) int.) (J-P) 	Code redemption) Day (J-P) (A-H) (if private (Q-W) lransaction) 
Type (e.g., Date Value Gain Identity 
18. -Dodge Cox Stock Dividend 
19. -Federated Kaufman Small Cap Fund Dividend 
20. -Eaton Vance Advisers Senior Dividend 
21. -FPA New Income Dividend 
22. Rowe Price International Bond Dividend 
23. -Prime Fund Cap Reserves Dividend 
24. 
25. Pietragallo, Bosick and Gordon capital investment Distribution Distribution 2007 
26. 
27. Qualified Plan 
28. -TIAA Traditional Interest rollover 2007 
29. -CREF Stock Dividend rollover 2007 
30. -CREF Global Equities Dividend rollover 2007 
31. -CREF Money market Dividend 
33. Qualified Plan 
34. -Ariel Appreciation Dividend from r/o 2007 Income G100,001 -$250.000 
(Sec Columns and OJ) =S250.00I -S500.000 =$500.001 -SI .000.000 =$1,000.00t -$5.000.000 =$5,000,00 -$25.000.000 =$25.000.001 -sso_ooo,ooo =More than $50,000.000 Value Method Codes =Apprn1sal =Cost (Real Estate Only) A.c;scssmcnt o=Cash Market (Sec Column C2) =Book Value =Other =Estimated [_____________ ------------------- 
 
 
VII. INVES Tl!IENTS and TRUSTS -income, value, transactions anc1udes tlrose spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) -------------- 
Descriplion Asscls Income during Gross value end Transactions during reporting perlod (including trust assets) reporting period reporting period 
 
(I) 
(2) 
(2) 
(4) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity Code 
exempt from prior d1sclosure div., rent, Code Method buy, sell, Month-Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-HJ (if private (Q-W) transacrion) ______ ..----..--------...... ___j__ ------ 
52. -Third Avenue Real Estate Value 53. -Prime Cap Odyssey GroWlh Fund 54. Rowe Price Equity Income 55. -Torray Fund Dividend Dividend Dividend Dividend from r/o from r/o from r/o from r/o 2007 2007 2007 2007 
56. -Touchstone Mid Cap Growth Dividend from r/o 2007 
57. -Vanguard GNMA Dividend from r/o 2007 
58. 
59. Qualified Plan 
60. -Artisan Mid Cap Dividend 
61. -Cash Balance Plan Interest 
62. 
63. Qualified Plan 
64. -AET Small Cap Equity Index None reinvested 2007 
65. -UBS Intl Equity Fund None reinvested 2007 
66. -PlMCO Total Return Fund (Admin) Dividend 
67, -BG! Small Cap Domestic Equity Index Dividend frm othr fds 2007 
68. -Marsico Focused Growth Portfolio Dividend fnn othr fds 2007 lncomc Gain Codes: 1.000 less =St .00 -S2,500 =$2,501 -S5,000 =S5,00t -St5.000 =St 5.00 -$50.000 
(Sec Columns aod D4) =$50.00 t00.000 =$t00.00t -$1,000,000 =Sl.tJ00,001 -S5.000,000 =More than SS.000.000 Value Codes =$15.000 less =Sl5.00I -$50,000 =$50.00 -SI 00.000 00,00 -$250,000 
(Sec Columns and 03) =$250,00  $500.000 =S500,00I -Sl.000.000 =St.000.001 -$5.000.000 =S5,0l0.00l. 525,000,000 =$25,000,001 -$50.000.000 =More than S50.00CUXX> Value 1cthod Codes =Appraisal =Cost {Real Estate Only) =Assessment =Cash Market 
{Sec Column C2) =Book Value Other =Estimated 
 
Date Report 
FINAtTCIAL 
DISCLOSURE REPORT 
Fischer, Nora 
0510912008 
VII. INVESTI-1ENTS and TRUSTS -income, .,a1ue, transactions r1nc1udes those spouse and dependent children,-see pp. 14-60 filing instruc1io11s.J NONE (No reportable income, assets, transactions.) 
Gross value end 
Transactions during reporting period 
Description Assets Income during (including trust assets) 
reporting period 
(2) Type (e.g., 
 
reponing period (S) Identity 
(I)Amount ...  
Place (X) afler each asset exempt from prior disclosure 
Value Value 
Type (e.g., Date Value Gain buy, sell, 
Code div., rent, Code Method 
Month -Code Code buyer/seller(if private 
 
(A-HJ int.) (J-P) Code redemption) Day (J-P) (A-HJ 
(Q-W) ion 
------------.. 
3Jl_:=tL_ 
_j___ 
69. -MFS Inst International Equity Fund 70. -RVS Trust Small Cap Equity Index Dividend Dividend frrn mhr fds reinvested 2007 
72. Qualified Plan 
73. -Federated Quality Bond -Primary shares Dividend deferrals 
74. -Salomon High Yield None reinvested 2007 
75. -Legg Mason Partners Global High Yield Bond-CI Dividend frm othr fds 2007 
76. -T. Rowe Price Equity Income -Class Dividend deferrals 
77. -Nationwide NVIT Mid Cap Index -Class Dividend deferrals 
78. -Oppenheimer Global Securities -Non-service shares Dividend deferrals 
79. -Templeton VIPT Foreign Securities -Class Dividend deferrals 
80. 
81. -brokerage account# 
82. -American Fundamental Investors Dividend buy 2007 
83. -Federated Kaufmann Dividend 
84. -Federated Kaufmann Dividend 
85. -Harbor Capital Appreciation Dividend Income Gain Codes: =Si .000 less ,00  $2.500 $2,50 -$5.()()() s5.00I 5.000 15.00 SS0.000 
(See Columns nnd D4) >50,001 -SI00.000 $100.00 1,()()().000 11141.()()().00J-$5.()()().()()() =More than $5,000,000 Value Codes 15.000 less 5,00 -$50.000 s5o.oo oo.()()() 10-0.001 -S250.000 
{Sec Columns and 03) $250.00 -$500.000 S500,00I SI 000,()()() SL()()().001 -S5.()()().000 S5,()()().[l01 -$25.()()(),000 S25.000,00 -550,000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =AsscssmcrH =Cash Market 
(Sec Column C2) Book Value =Other =Estimated 
 
Type (e.g., 
 
Date Report 
 
Fischer, Nora 
05/09/2008 INVE STJ1ENTS and TRUSTS -income, vatue, transactions (Includes those spouse and dependent c1ritdre1; see pp. 34--00 offitinc instructions.) NONE (No reportable income, assets, transactions.) -Income during 
Description Assets -Gross value end Transactions during reporting period 
(including trust assets) 
Place (X) after each asset exempt from prior disclosure reporting period reporting period 
----(4) --T 
(5)(3) 
(I) 
(2) 
Gain Code Day (J.P) (A-H) 
ValueType (e.g., 
Date Month-Code Amounl) Code 
ldemity buyer/seller(if private 
buy, sell, 
div., rent, orim.) Code redemption) 
----------- 
(A-H) 
(Q-v1 
[_______________ 
 
  Income Gain Codes: (Sec Columns and 04) :2. Value Codes (See Columns ,and 03) Value Method Codes ,000 less 0$50.00t !00.000 0$15.000 less S250.00t  $500,000 0S25,000.00I  $50.000.000 =Appraisal $1,00t S2,500 0SIOO.OOI. $1.000,000 0St5,00t. $50,000 $500.00t. $1.000.000 =Cost (Real Estate Only) $2.501 $5,000 Si.000.001  S5,000,000 S50,00  00,000 Si,000,00t -$5,000.000 =More than $50.000,000 ==Assessment $5.00 $15,000 l-12 =More than S5,000.000 00,00  $250,000 S5.000,00t. 525,000,000 =--Cash Market 515,00 SS0.000 
(See Column C2) =Book Value =Other o::Estimated 
 
Date Report 
FINAlCIAL DISCLOSURE REPORT Page 10of12 
Fischer, Nora 
05/09/2008 
VII. INVESTJVIENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets Income during Gross alue end Transactions dunng reporting period (including trust assets) reporting period reporting penod !--(i_)___ (2) ._(3) (4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, Month- Code Code buyerisellcr 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-II) (if private 
___________L_____J_ ----- _l__ transaction) 
 
103_ 
104. HSA#l 
105. -Dodge and Cox International Dividend 
106. -Artisan Small Cap Dividend 
107. -Cash account Interest 
108. [ncomc Gain Codes: $1,000 less =$1,00t -S2.S00 =$2,501 -$5,000 ---_______,____________ -----D =$5,001 -SI 5,000 5,00 $50,000 
(Sec Columns and 04) =$50.00t -S!00.000 =$100.00t -$1,000.000 =$I ,000,00 $5,000,000 112 =More tban $5,000,000 Value Codes :=$ 15,000 less K=S 15.00 -$50,000 L=S50,00t -SI00,000 !00,00 -$250,000 
(Sec Columns and 03) =S250,00t -5500.000 0=$500,001 -$1,000,000 1,000.00 -$5.000,000 =55,000.001 -$25,000,000 =$25.000,00t -$50.000.000 =More than S50,000,000 Value Method Codes =Appraisal 0-Cost (Roat Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other W=Estimated 
 
 
ame Person Reporting 
Dale Report 
Fischer, Kora 
05/09/2008 
 
VIII. ADDITIONAL INFORlVlATION EXPLANATIONS. (lndicatepartofReport.) Part longer holds the position Immediate Past President for the Academy Trial Lawyers Allegheny County. Pan Ill. Terminated partnership with Pietra,gal!o, Bosick and Gordon (PBG) 2007. Non-Investment income for 2007 exempt from reporting. Part JV. Any reimbursements received 2007 were exempt from reporting. Part Any gifts received 2007 were exempt from reporting. Part VI. Any liabilities were exempt from reporting. Part Vil. Mellon Bank accounts were closed 2007. Part Vll. prior year report, Qualified plan# was listed American Funds qualified investment plan (PBG) and summarized seperate sheet 
 
Pietragallo, Bosick and Gordon qualified accounts. Part VII. prior year report, Qualifed plan was listed Mellon Bank IRA and summarized seperate sheet Mellon Bank and NBF Mellon CD. 2007, Mellon Bank was rolled over into Qualified Plan #3. Part VII. Qualified Plan was listed last year the summary net worth schedules NBF Allegheny Investments. The Mellon Bank rolled over into 
 
Plan from Plan 2007. Part VII. Pietragallo, Bosick and Gordon capital investment. Partnership was terminated 2007 and distribution was received. Part VII. prior year report, Qualified plan -was listed TIAA-CREF qualified investment account-and summarized seperate 
 
sheet University Pittsburgh qualified accounts. During 2007, majority the funds were rolled over into Qualified Plan #5. 
12) Part VII. prior year report, Qualified plan was listed NHS IRA and summarized separately. Plan was rolled over into Plan 2007. additon, funds from Enterprise Growth and 
 
were closed and reinvested back into the IRA. From these additional funds, new funds were purchased for 2007 -Ariel Appreciation, Prime Cap Odyssey Growth Fund, Rowe Price Equity Income, Torray Fund, Touchstone Mid Cap Growth and Vanguard GNMA. 
13) Part Vil. prior year report, Qualified plan -was listed UPMC Health System retirement plan (spouse) and summarized seperate sheet UPMCHS retirement program. 
14) Part VII. prior year report, Qualified plan -was listed Highmark qualified investment plan and summarized seperate sheet Highmark Investment plan. Fund accounts were closed for AET Small Cap Equity Index, UBS Intl Equity Fund and RVS Trnst Small Cap Equity Index and reinvested within the plan opening new fund accounts 2007 BG! Small Cap Domestic Equity Index, Marsico Focused Growth Portfolio, and MFS Inst International Equity Fund. 
 
15) Part Vil. prior year report, Qualified plan -was listed Highmark deferred compensation plan --Funds were summarized seperate sheet. The Salomon High Yield fund was reinvested back into the plan. Legg Mason Partners Global High Yield Bond -CI was opened from monies from deferrals and other funds. 
16) Part VII. prior year report,-Brokerage account was listed NFS Joint investment account and summarized seperate sheet NBF and ORF Jointly held securities. American Fundamental Investors fund was opened from deposits into the brokerage account. 
17) Part VII. I-ISA -is new for 2007. 
 
Date Report 
fame Person Reporting 
05/09/2008 
Fischer, Nora 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory prOisions 
permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions L.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
 
NOTE: ANY INDIVIDUAL wno KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544 Government Act 1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 U.S.C. app. JOI-I Person Reporting (last name, first, middle initia!) Fischer, Nora Court Organization District Court, Western Date Report 0510912008 Title (Article IIIjudges indicate active senior status; magistrate judges indicate full-or part-time) Federal District Court Judge -Active Sa. Report Type (check appropriate type} Nomination, Date Initial Ill Annual Final Reporting Period 01/01/2007 12/31/2007 
Sb. Ill Amended Report Chambers Office Address 3800 One Oxford Centre Pittsburgh, 15219 the basis oftbe information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date 
 
IMPORT ANT TES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign 011 fast page. POSIT! ONS. (Reporting individual only; see pp. 9-13 o/fili11g i11Structions.) NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY Equity Partner Pietragallo, Bosick, and Gordon 
 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) 
 
PARTIES AND TERMS 1992 Partnership agreement; Pietragallo, Bosick, and Gordon (PBG). Terminated 2007 
 
 
 
Date Report 
Fischer, Nora 
05/09/2008 
III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 7-24 filing instructions.) Filers Non-Investment Income [ZJ NONE (No reportable non-investment income.) 
SOURCE AND TYPE INCOME (yours, not spouses) Spouses Non-Investment Income -If you were married during any portion the reporting year, complete this section. (Dollar amounl not required except for honorar;a_J 
NONE (No reportable non-investment income.) 
 
 
 
SOURCE AND TYPE 2007 Highmark Inc. -salary 
University Pgh. Physicians -part-time salary 
 
 
IV. REIMBURSEMENTS -transportation, lodging.food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing instnictions.) 
[ZJ NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 
 
 
 
 
 
Date Report 
Fischer, Nora 
05/09/2008 GIFTS. (Includes tlwse spouse and dependent children; see pp. 28-31 filing 
instructions.) 
[Z] NONE (No reportable gifts.) 
SOURCE DESCRIPTION 
 
VI. LIABILITIES. (Includes those spouse and dependent clzildren; see pp. 32-33 filing instructions.) 
[Z] NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUE CODE 
 
Date Report 
Fischer, Nora 
05/09/2008 
VII. INVESTMENTS and TRUSTS -income, alue, transactions (Includes those spouse and dependent children; see PP 14--00 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
---i 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period 
Place (X) after each asset (2) Amount Type (e.g., (I) _(2) (1) Value Type (2) (3) (4) Date Value Gain (5) Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, Month-Code ,code buyer/seller 
(A-H) int) 
 
Mellon Bank accounts 
(J-P) 
Closed 
2007 
None 
DayCode redemption) 
(J-P) (A-H) (if private transaction) PNC Bank accounts Interest 
Qualified Plan 
-American Funds, The Growth Fund America 
-American Funds, SMALLCAP World fund 
-American Funds, Washington Mutual Investors Fund 
-American Funds, Fundamental Investors 
-American Funds, American Balanced Fund 
 
 
IO. Qualified Plan 
12. 
-Mellon Bank 
 
13. 
-NBF Mellon 
 
 
14. 
15. 
Qualified Plan 
 
16. 
-American AMCAP Fund 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend Interest Interest roll over 2007 
Dividend 
 
-American Europacific Growth 
Dividend Income Gain Codes: =$1,000 less $1.001 -$2,500 s2,so1 -ss,ooo DS5,001-$15,000 Sl5,001 -550.000 (See Columns and D4) F$50,001  SI00,000 GSl00,001-Sl.000,000 $1,000,001 -$5,000,000 !-12 Moce thao $5,000,000 Value Cod Sl5.000or less K5J5,00I  S50,000 L50,001-SI00.000 SI00,001 -S250,000 
(See Columns and D3) S250,001-S500,000 0$500,001 -Sl,000,000 s1,ooo,001 -S5,ooo.ooo $5,000,001 $25,000,000 S25,000,00J -$50,000,000 More than 550.000.000 Value Method Codes =Appraisal ost eal Estate Only) =A5Sesstneot TashMartet 
(See Column C2) =Book Value =Other =Estimated 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 14-60 offilinc instrudions.J 
NONE (No reportable income, assets, transactions.) 
---,-- 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
 (I) (I) 
(2)Place (X) after each asset !Amount Type (e.g., Value 
exempt from prior disclosure Code div.7 rent7 Code (A-H) int.) (J-P) 
(2) (I) 
-r-(2 
--rrn--.1 (4) (5) 
Value Type (e.g., Date Value Gain Identity Method buy, sell, Month Code Code buyer/seller Code3 redemption) Day (J-P) 
(Q-W) 
18. -Dodge Cox Stock Dividend 
19. -Federated Kaufinan Small Cap Fund Dividend 
20. -Eaton Vance Advisers Senior Dividend 
21. -FPA New Income Dividend 
22. Rowe Price International Bond Dividend 
23. -Prime Fund Cap Reserves Dividend 
24. 
25. Pietragallo, Bosick and Gordon capital Distribution Distribution 2007 
 
investment lncome Gain Codes: =$1,000 less st,001  S2,500 oSl,501 -$5,(){)() 5.00 -$15.000 15.001  S50.(){)() 
(Sec Columns and 04) Fs50,001 s100,ooo GSI00,001-$1,000,000 s1.ooo,001  S5,ooo,ooo =More than $5,000,000 Value Codes =SIS,000 less Kl5,00I -$50,(){)() t.50.001-SIOO,(){)() SI00.001  $250.(){)() 
(See Colunms and 03) S250.001  $500,000 os500.001-s1,ooo.ooo s1.ooo.001 -S5,000.(){)() 5,000,001  $25,000.000 S25,000,00I -SS0,000.000 More than $50,(){)(),000 Value Method Codes QAppraisol =Cost (Real Estate Only) =.>ssessment T=Cash Market 
(See Column C2) =Book Value VOther =Estimated 
 
Date Report 
Fischer, Nora 
05/09/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1ndudes those spouse and dependent children; see PP 34-lio filing ins1ruc1ions..; NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
(I) (2) (I) (2) (I) (2) (3) (4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain ldcntity 
exempt from prior disclosure Code div., rent., Code Method buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
transaction) 
_L____________L_ 
 
----- lacomc Gain Codes: 1,000 less =S!,001 -S2,500 S2,50I -S5,000 D=$5,001 -$15,000 =$15,001 -S50,000 
(See Columns and 04) =$50,001 -S!00,000 G=$100.00I -Sl ,OOO.OOO Ill =$1,000,001 -$5,000,000 112 =More than $5,000,000 Value Codes =S15,000 less K=$15,00l -S50.000 L50,00l -$100,000 !00,00 -5250,000 
(See Colunms and 03) N=$250,001 -$500,000 =$5-0.001 -SI ,000,000 =$1,000,001 -$5.000,000 P2=$5,000,00 -$25,000,000 
PJ=$25,000,001 -$50.000,000 =More than $50,000,000 Value Method Codes Q=Appraisal ooCost (Real Estate Only) S=Assessment T=CashMarl.:et 
(See Column Cl) =Book Value =:Other W=Estima1ed 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependenJ c1ti1dre11; see pp. 34-60 filing instructions.; 
NONE (No reponable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period (2) (2) (I) (2) (3) (4) (5) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure 
Code div., rent, Code Method buy, sell, Month -Code Code buyer/seller (A-H) inl) (J-P) Code redemption) Day (J-P) (A-H) (if private 
52. -Third Avenue Real Estate Value Dividend buy r/o 5107 
53. -Prime Cap Odyssey Growth Fund Dividend buy r/o 5107 
54. Rowe Price Equity Income Dividend buy r/o 5107 
55. -Torray Fund Dividend buy r/o 5107 
56. -Touchstone Mid Cap Growth Dividend buy r/o 5107 
57. -Vanguard GNMA Dividend buy r/o 5107 
58. 
59. Qualified Plan 
60. -Artisan Mid Cap Dividend 
61. -Hewitt, Cash Balance Plan Interest 
62. 
63. Qualified Plan 
64. -AET Small Cap Equity Index None sold 2007 
65. -UBS Intl Equity Fund None sold 2007 
66. -PIMCO Total Return Fund (Admin) Dividend 
67. -BG! Small Cap Domestic Equity Index Dividend buy 12/07 
68. -Marsico Focused Growth Portfolio Dividend buy 2007 
 
G...Incomc Gain Codes: (See Columns and 04) =$1,000 less =$50,001 -$!00,000 =Sl,001 -$2,500 =$100,001  Sl,000,000 =S2,501 $5,000 =$1,000,001 -$5,000,000 =$5,001  15,000 =More than $5,000,(X)() Value Codes 5,000 less =$15.001 -$50,000 L=SS0,001-Sl00,000 =$100,00l -S250,000 
(See Cohmns and 03) =$250,00t -$500,000 =$500,001 -Sl,000,000 =Sl,000,001 -55,000,000 =$5,000,001  $25,000,000 =$25,000.001 -$50.000.000 =More than $50,000,000 Value Method Codes Q=Appraisal (Real Estate Only) =Assessment ash !Yiarkct 
(See Column C2) =Book Value =Other =Estimated 
 
Date Report 
Fischer, Nora 
05/09/2008 
VII. INVESTI1ENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instrudions.J NONE (No reportable income, assets, transactions.) 
r---- Description Assets 
Income during Gross value end 
Transactions during reporting period 
(including trust assets) 
reporting period reporting period 
(2) 
(2) (2) 
Amount exempt from prior disclosure 
Place (X) after each asset Code (A-H) 
Value Value Type (e.g., Date Value 
Type (e.g., 
Gain ldentity 
div., rent, 
Code Method buy, sell, Month-Code 
Code buyer/seller int.) 
(J-P) Code redemption) Day (J-P) 
(A-H) (ifprivate 
transaction) 
69. -MFS Inst International Equity Fund Dividend buy 2007 
70. -RVS Trust Small Cap Equity Index Dividend sold 12/07 
71. 
72. Qualified Plan 
73. -Federated Quality Bond -Primary shares Dividend 
74. -Salomon High Yield None sold 2007 
75. -Legg Mason Partners Global High Yield Bond -Cl Dividend buy 2007 
76. -T. Rowe Price Equity Income -Class Dividend 
77. -Nationwide NVIT Mid Cap Index -Class Dividend 
78. -Oppenheimer Global Securities -Non-service shares Dividend 
79. -Templeton VIPT Foreign Securities -Class Dividend 
80. 
81. Brokerage account# 
82. -American Funds, Fundamental Investors Dividend buy 2007 
83. -Federated Kaufmann Dividend 
84. -Federated Kaufmann Dividend 
85. -Harbor Capital Appreciation Dividend Income Gain Codes: s1.ooo less l,001 -$2,500 2,501 -$5,000 5,00I -$15,000 ESl5,00l -$50.000 
(See Colwnru and 04) $50,001  $100.000 4100,001 -$1,000.000 Ill 41,000.001 -$5,000,000 =.More than $5,000.000 Value Codes 15,000or less $15,001 -SS0.000 50,001 -$100,000 4100,001 -$250,000 
(See Columns and 03) $250,001 -$500.000 ossoo,001-s1,ooo,ooo Sl,000,001 -$5,000,000 ss,000.001 -s25,ooo,ooo $25.000.001 -$50.000,000 ore than $50,000,000 Value Method Codes QAppraisal ost (Real Estate Only) =Assessment ThMaikct 
(Sec Column C2) Book Value Y=Other Estimated 
 
 
Date Report 
05/09/2008 
Fischer, Nora 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 filing illstructions..J 
NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
Income during Gross value end Transactions during reporting period 
rcponing period reporting period 
(I) Amount 
Code 
(A-H) 
(2) (I) (2) (I) (2) Type (e.g., Value Value Type (e.g., Date 
div. rent, Code Method buy, sell, Month- 
Code redemption) Dayor int.) (J-P) 
(3) (4) (5) 
Value Gain 
Identity 
Code Code 
buyer/seller 
(if private 
(J-P) (A-H) 
transaction) 
86. 
-Royce Pennsyl Mutual Invst Dividend 
 
87. Rowe Price Intl Disc Dividend 
 
88. Rowe Price Real est Fund Dividend 
 
 
89. -Thornburg Inv Income Builder Dividend 
90. -Thornburginter Muni Class Dividend 
91. -Thornburg Ltd Tenn Govt Dividend 
92. -Thornburg Value Class Dividend 
 
-Tweedy Browne Global Value Dividend 
-William Blair Int] Growth Class Dividend 
95. 
-Dodge Cox Income Dividend 
96. 
-PIMCO Foreign Inst SHS Dividend 
-Thornburg Ltd Tenn Income Dividend 
98. -Prime Fund Capital Reserves Dividend 
-Dodge Cox Intl Stock Fund Dividend 
100. 
IOI. (Y) Mass Mutual Life Insurance Policy Interest 
102. (Y) Mass Mutual Life Insurance Policy Interest Income Gain Cudcs: 1,000 less ,00 -S2,500 52,501 -S5,000 D$5,00l -Sl5,000 ESt5,001-$50,000 
(See Columns and D4) s5o,oot -s100,ooo GSJ00,001-SI,000.000 s1,ooo,001 -$5,000,000 More than $5,000.000 Value Codes $15.000 less s15,001 -s5o,ooo t.$50,001-$100,000 =$100,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 s500,001 -$1,ooo.ooo s1.ooo,001 -S5,ooo,ooo =$,000,001 -$25.000.000 =$25,000,00 -$50,000.000 More than $50,000,000 Value Method Codes =Appraisal ost (Real Estate Only) =Asses.sment =Cash Market 
(See Column C2) =Book Value V=Other =Estimated 
 
------- 
Date Report 
 
Fischer, Nora 
05/09/2008 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes 1ltose spouse and dependent children; see pp. 34-60 filing instructions.) 
 
NONE (No reportable income, assets, transactions.) 
reporting period 
Transactions during rep orting period 
Description Asselsincluding trust asselsGross value end reporting period 
Typebuy 
(!) (2) 
 
(e.g., Date sell, Month 
(Value 
3)Code 
(!) 
(4) (5) 
Gain 
(2) (2) (e.g., Value Value 
div., rent, Code Method 
 
/AmountCode 
Plac (X) after each asset exempt from prior disclosure Code 
Identity buy er/seller(if private trans action 
 
103. 
104. HSA#l 
105. -(Y) Dodge and Cox International Dividend 
106. -(Y) Artisan Small Cap Dividend 
107. -(Y) PFPC, Cash account Interest 
108. lncome Gain Codes: $1.000 less =SI ,001 -$2,500 C=S2,501 -$5,000 D=S5,00l -Sl5,000 
(See Columns 04) =$50,001 -$100.000 G=SI00,001 -$1.000.000 =Sl,000.001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =S50,00I  100,000 =$100,001 -$250.000 
(Sec Columns and 03) =S250,00I -$500,000 =S.J 
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