Annual financial disclosure for 2013, filed May 15, 2013. Includes 30 assets and 2 liabilities.
| Asset | Value |
|---|---|
1/2 interest in 78 acres, Tyrone Township, Michigan Tyrone Township, MI, US | $177,200 - $177,200 |
1/6 interest in 18 acres, Tyrone Township, Michigan Tyrone Township, MI, US | $15,866 - $15,866 |
1/9 interest in 78 acres, West Maple, Birmingham, Michigan Birmingham, MI, US | $68,848 - $68,848 |
1/9 undivided interest in Levinson-Levin properties, West Maple, Birmingham, Michigan Birmingham, MI, US | $126,000 - $126,000 |
5.3% Interest in LRS Co., a general partnership owning real estate in Pontiac Townships, Michigan Pontiac Townships, Michigan, US | N/A |
5.3% interest in Michigan mineral rights (previously held by LRS Co., a general partnership) now liquidated Michigan, US | $15,001 - $50,000 |
Apple Bank for Savings | $43,082 - $43,082 |
Congressional Federal Credit Union | $22,600 - $22,600 |
House, Lot 4, West Tisbury, Mass. (Subject to GMAC Mtg) West Tisbury, Massachusetts, US | $1,123,100 - $1,123,100 |
IRA: First National Bank Certificate of Deposit | $7,540 - $7,540 |
IRA: American Bank Certificate of Deposit | $13,347 - $13,347 |
IRA: American Bond Fund of America | $26,566 - $26,566 |
IRA: American Capital Income Builder CL C | $32,204 - $32,204 |
IRA: American Income Fund of America CL C | $48,515 - $48,515 |
Penn State Federal Credit Union | $56,053 - $56,053 |
5.3% interest in Michigan mineral rights (formerly LNS Co.; Muskegon Development Co. assignee) Michigan, US | N/A |
Penn State Univ. Alternate Retirement Plan: CREF Global Equities | $122,757 - $122,757 |
Penn State Univ. Alternate Retirement Plan: CREF Social Choice | $137,103 - $137,103 |
Penn State Univ. Alternate Retirement Plan: TIAA Traditional | $176,087 - $176,087 |
Penn State Univ. Tax Deferred Annuity Plan: CREF Global Equities | $69,661 - $69,661 |
Penn State Univ. Tax Deferred Annuity Plan: CREF Growth | $27,582 - $27,582 |
Penn State Univ. Tax Deferred Annuity Plan: TIAA Traditional | $42,279 - $42,279 |
Penn State Univ. Tax Deferred Annuity Plan: CREF Social Choice | $248 - $248 |
Security Benefit Variax Qualified Variable Annuity | $41,702 - $41,702 |
The Victoria S. Levin Special Needs Trust: Capital Income Builder CL C | $126,308 - $126,308 |
The Victoria S. Levin Special Needs Trust: American Legacy Trust - American Bond Fund of America CL C | $124,411 - $124,411 |
The Victoria S. Levin Special Needs Trust: American Legacy Trust - American Income Fund of America CL | $128,771 - $128,771 |
The Victoria S. Levin Special Legacy Trust | $10,424 - $10,424 |
University of Houston Texas Optional Retirement Program Houston, TX, US | $100,001 - $250,000 |
Wells Fargo Bank (formerly Wachovia); Martha's Vineyard Cooperative Bank | $836 - $836 |
| Creditor | Type | Amount |
|---|---|---|
| GMAC Mortgage | mortgage | $407,264 - $407,264 |
| Quicken Loans | mortgage | $405,802 - $405,802 |