Holly B. Fitzsimmons
2013Annual
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What was filed
42
investments
1
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
1
spouse income
Named parties
- Raymond E., Baldwin Inn of Court
- Practicing Law Institute (PLI)
- Teaching, Yale Law School
- self-employment as a writer; royalties on previously published works
As filed
ATT common stock — Int/Div
FLR common stock — Int/Div
WGO common stock — Int/Div
WBS common stock — Int/Div
TD Bank North account — Interest
Citizens Bank acct — Interest
Newtown Savings Bank accts (checking and savings) — Interest
3 Rental umts, IG_— [ — Rent
Ameriprise One acct (lines 11-12) (H)
ATT common stock — Int/Div
Ameriprise Insured Money Market fund — Interest
2 Roth IRAs, see lines 18 et seq. — Interest
RiverSource Life Ins. Co. (lines 15-16) (H)
RVS Retirement Advantage Plus VA, VP moderate — None
2 IRAs (same type as line 15 but VP moderate aggressive) — None
Roth #1 Ameriprise Trust Co. (H)
CAT common stock — Int/Div — Buy
DIS common stock — Int/Div — Buy
XLPSPDR ETF — Int/Div — Buy
XLUSPDR EF — Int/Div — Buy
XLV SPDR ETF — Int/Div — Buy
Roth #2 Ameriprise Trust Co. Active DF Mod. Aggressive (H)
EMGAX — None — Buy
PEEAX — Int/Div — Buy
PURAX — Int/Div — Buy
OIGAX — Int/Div — Buy
MEIAX — Int/Div — Buy
MGIAX — Int/Div — Buy
MEDAX — Int/Div — Buy
JDGAX — None — Buy
JDGAX — Sold
GOMAX — None — Buy
GSCAX — None — Buy
AJOAX — None — Buy
CSLGX — None — Buy
CDEIX — Int/Div — Buy
BHYAX — Int/Div — Buy
SCEX — Int/Div — Buy
CMCPX — None — Buy
CMCPX — Sold (part)
OLGAX — None — Buy
JSOAX — None — Buy
President, Raymond E., Baldwin Inn of Court
Reimbursement — Practicing Law Institute (PLI) — S/2012013 — New York City — teach at CLE for attomeys — transportation, meals
Income — 52013 — Teaching, Yale Law School — S1.E50.00
Spouse's income — self-employment as a writer; royalties on previously published works
Part I. As previously indicated, the only remaining assets of the 2 estates are U.S. savings bonds. The total interest income generated annually does not reach the
reporting threshold; the aggregate value is J, but no individual bond has a value that reaches the reporting threshold.
Part VII
The listing of assets held through various Ameriprise entities (lines 10 through 16 ) had been organized under two headings, the Ameriprise One
account (lines 10-12); and RiverSource Life Insurance Company (lines 14-16).
Newly acquired assets for the two Roth IRAs listed last year on line 13 are now listed on lines 18-44. All the listed assets for Roth #2 are funds selected by a
portfolio manager without input from the account holder.
Line 12. These AIMMA funds are held by Ameriprise at American Express Centurion Bank and at Amex Bank, NY Community Bank, Capital One Bank,
Ameriprise Bank and SunTrust. 1 have no input into where the funds are deposited.
Lines 15 and 16. These are variable annuities which do not generate "income" but increase (or decrease) in value depending oun investment performance. Both the
annuity listed on Line 15 and the two IRA annuities listed on Line 16 increased in value in 2013; the gain in value for the former was D; for the latter combined,
also D.
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.