William Matthewman

2016Annual

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Pull out the substance of this filing.

What was filed

9
investments
0
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
1
spouse income

Named parties

SBA
School
Laws Reporting, Inc

As filed

Capital One 360 Account (formerly known as ING Direct account) — Interest

Vanguard Prime Money Market Account — Interest

Vanguard IRA Target 2020 Fund — Int/Div

Vanguard IRA Target 2025 Fund — Int/Div

NoteMortgage/Michael L. Levy — None

Vanguard Short-Term Investment Grade Fund — Int/Div — Sold

Vanguard Wellington Fund — Int/Div

PNC Bank Checking accounts — Interest

Fidelity Money Market Account — Interest

Liability — SBA — Loan account

Reimbursement — School — of Florida E-Discovery Seminar

Spouse's income — 2016 — Laws Reporting, Inc

As to Part VIL, line 5. 1 am owed a sum of money in the approximate amount of $10,000 to $15,000 by Michael L. Levy who signed a note to me secured by a

mortgage on real property located in Florida. | receive no payments on the note and it is supposed to be due on sale of the property which secures the mortgage.

The note and mortgage have been dormant for over 10 years and I do not know if | will ever collect on the note and mortgage.

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