# Helen E. Burris > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/12195 ## Record - **Judge:** Helen E. Burris - **Year:** 2011 - **Report type:** Annual - **Pages:** 8 ## Text checking account South Caroling Bank & Trust — Interest Tr#l South Carolina Bank & Trust checking — Interest Tr#2, Russell Frank Inv. Co. Lifepoints Fund Conserv, — Interest Russell Frank Inv. Co. Lifepomts Fund Growth Strategy Relax — Int/Div — Sold (part) — to line 22 ING USA Annuity and Life Insurance Co. — None NW Mutual Whole Life Cash Value #1 — Int/Div NW Mutual Whole Life Cash Value #2 — Int/Div 1 Pumam Investments New Opportunities Fund Class A&B — None — Closed — VII 2 Pumam Investments New Opportunities Fund Class A&B — None checking, South Carolina Bank & Trust — Interest 401K Fiudehty Freedom 2030 Fund — Int/Div savings, South Carolina Bank & Trust — Interest NetReit Real Estate Investment Trust — Int/Div IRA American Funds (see Part VID American Funds-EuroPacific Growth Fund- B — Int/Div American Funds-The Investment Company of America A — Int/Div American Funds-The Investment Company of America B — Int/Div American Funds-lucome Fund of America A — Int/Div — Open American Funds-Income Fund of America B — Int/Div — Sold (part) — for line 18 American Funds-American Balanced Fund B — Int/Div Future Scholar 529 College Savings Plan. Inc& Growth Stat Dir — Int/Div — Open Behringer Harvard Multifamily REIT 1 Inc — Int/Div — Open X) Rental Property #1 Greenville SC — Reat Co-trustee Trust #1 and Trust #2, See Part VII Liability — FIA Card Services — credit card Liability — Former dependent’s student loans, lender and amount unknown to me — not derived from my assets, income or activities, no specific knoledge of the loans. value code 1s est. Reimbursement — South Caroling Bar Association — 0120-1723 — Hilton Head Island, SC — CLE/Bar convention — registration waived, some meals Reimbursement — National Conference of Bankruptcy Judges — 403.405 — Palm Desert, CA — NCBJ Mid-Year Meeting — lodging, some meals and transportation Reimbursement — South Caroling Bankruptcy Law Association — 5/20.5/22 — Myrtle Beach, SC — Speak at CLE — lodging, some meals, registration waived Reimbursement — American Bankruptcy Institute — 27-7130 — Kiawah Island, SC — Speak at CLE — lodgmg, some meals and transportation Reimbursement — Dete Salada ade — ERIE A OCR ON tiie) and leading roundtable discussions Reimbursement — South Carolina Defense Trial Attorneys Association — 113-1176 — Amelia Island, Fl — Annual seminar (speaker) — lodging, some meals and transportation Reimbursement — South Caroling Defense Traal Attormeys Association — 06103-0608 — Amelia Island, Fl — busmess travel wispouse — shared room and my portion of meals Spouse's income — 2011 — Employment with Tumer Padget Graham & Laney V1(2) Formerly guardian of this student, now an adult V1i(4) $20,000 sold and reinvested in VII(22) VII(8) Account maintained funded by and controlled . They cashed out in December 2011 for college expenses VII(14-20)previously disclosed at line 7 in 2010 as "IRA American Funds" with additional detail at Part VII, Prior detail included "VSR Financial Services, Inc., Providence Wealth Advisors, invested in The Investment Company of America-A and B funds. Euro Pacific Growth Fund Class B, American Balanced Fund Class B." The Income Fund of America-B was inadvertently omitted from the detail in 2010. Share exchange by fund manager in 2011 also resulted in the addition of The Income Fund of America-A. VIL(21) account opened in 2011 (no control) VII(23) previously disclosed in [TTA --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12195. Public record. Not legal advice.