Elizabeth W Magner

2011Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 24

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 4

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Whitney National Bank
  • Bankruptcy Section Wisconsin State Bar
  • Texas State Bar
  • American Conterence Institute
  • USLFG Bankruptcy and Creditors’ Rights Committee
  • United States Department of Justice-salary

As filed

Real property Waynesville, N.C.-purchased 2003: $165,000 — None

United Health Group Common Stock — Int/Div

Trust #1 income and principal beneficiary: Guardian Life Ins. — None

Whitney National Bank Accounts — Interest

Guardian Life Insurance-universal variable life — Int/Div

EWA. LLC — Int/Div

Prime Cash Series — Interest

Berkshire Hathaway, Inc. common stock — None

Trust #2- trustee only-no assets — None

MA Patout, Inc — Int/Div

Osceola County Fla. School Bd. Certificates — Interest

Am. Thrft Tax Exempt Bond Fund — Int/Div — Sold

Fidelity Municipal Money Mkt Fund — Int/Div

Advisorshares Cambria Global Tactial — Buy

Barclays Bank PLC IPATH 12/06/36 — Buy

Index TR Hedge Multi-strategy Tracker — Buy

Ishares S&P S00 Index Fund — Buy

Ishares Barclays 20+ Treas. Bond Fund — Buy

PIMCO 15+ US TIPS Index Fund — Buy

SPDR Series Truste Barclays Intl — Buy

SPDR Senes DB Intl Gov't Inflation — Buy

Vanguard Intl Equity Index Fund — Buy

CMG Absolute Return Strategies Class — Buy

Rydex SGI Managed Futures CLH — Buy

Liability — Whitney National Bank — line of credit

Reimbursement — Bankruptcy Section Wisconsin State Bar — March 2-4, 2011 — Kohlar, Wi — Speaking — Meals, hotel, trunsportation

Reimbursement — Texas State Bar — September 8-9, 201 1 — Houston, TX — Speaking — Meals, hotel, transportation

Reimbursement — American Conterence Institute — September 20-21, 2011 — Dallas, TX — Speaking — Meals, hotel, trunsportation

Reimbursement — USLFG Bankruptcy and Creditors’ Rights Committee — November3-4, 2011 — Philadelphia, PA — Speaking — Meals, hotel, trunsportation

Spouse's income — 2011 — United States Department of Justice-salary

1 am the trustee for two family trusts, identfied as Trust #1 and #2. | am the beneficiary of only one of these trusts. Trust #2 has no assets.

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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Elizabeth W Magner | Frix