James D Kirk
2013Annual
Ask Donna
Pull out the substance of this filing.
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.