James D Kirk

2013Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 39

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • will
  • Calypso Travel and Cruise Center, LLC
  • Calypso Travel and Cruise Center, Inc
  • self emploved--owner of retail business

As filed

pm business goodwill — Distribution

Bank Account-Red River Bank — Interest

Bank AccountsRed River Bank — Interest

Vanguard Prime Money Market Sweep Acct-Cash — Interest

IRA Mutual Fund-VHCAX (formerly VHCOX) — Distribution

IRA Mutual Fund-VPMAX(formerly VPMOCX) — Distribution

IRA Mutual Fund-VGENX — istrnibution

IRA Exch. Traded Fund-GLD — None — Buy (add'l)

IRA Vanguard Prime Money Mkt. Sweep- Cash — Interest — Sold (part)

IRA Mutual Fund-VDIGX — Distribution — Buy

IRA Mutual Fund-VSGAX — Distribution — Buy

IRA Mutual Fund-VWELX — Distribution — Buy

Insurance Trust--see explanation at VIII — None

Brokerage Acct.--Fidelity Money Mkt. Sweep-Cash — Interest

Brokerage Acct.--Fidelity SPDR GLD — None

Brokerage Acct- Scott-MoneyMktSweep- Cash — Interest — Sold (part)

Brokerage Acct-Scott (same us 16) — Interest — Sold (part)

Exchange Traded Fund-GLD — None — Buy

Exchange Traded Fund-GLD (same as 18) — None — Sold

Mutual Fund-TGLDX — None — Buy

Mutual Fund-TGLDX (same as 20) — None — Sold

Brokerage Acct. Money Mkt.- NWM — Interest — Sold (part)

IRA Brokerage Acct-Fidelity-cash — Int/Div — Buy

IRA Exch Tr Fund-GLD — None — Buy

X)Hartford Var, Annuty — Int/Div

X)Edw. Jones $ mkt. cash — Int/Div

X)MI St. Hsg Bonds — Int/Div

X Miami-Dade Cnty Bonds — Int/Div

X)Exxon Stock — Int/Div

X)Freeport-McMoran Stock — Int/Div

X)Fromtier Com's Stock — Int/Div

X)Werizon Com's Stock — Int/Div

X)Wal-Mart Stores Inc — Int/Div

X)Franklin La Bonds — Int/Div

X)Nuveen High Yid Bonds — Int/Div

X)Nuveen Inter Dur. Mun Bds — Int/Div

X)Nuveen Lid Term Mun Bds — Int/Div

X)Putnam Amt Free Bonds — Int/Div

Xwund. 1/2 mt house EBR Parish LA

Exccutor of Last Will and Testament, will

Co-owner with limited liability company, Calypso Travel and Cruise Center, LLC

Vice-president of dormant corporation, Calypso Travel and Cruise Center, Inc

Spouse's income — 2013 — self emploved--owner of retail business

Part VII: Investments and Trusts-p.4, line 13. This is an insurance trust with no assets.

Part VII: Investments and Trusts-p.5-6, lines 25 thru 39. X's indicate these ussets are

inheritance in September 2013,

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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James D Kirk | Frix