Jane Branstetter Stranch
2011Annual
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What was filed
59
investments
1
positions
0
gifts
2
agreements
1
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Trust 43
- First Bank
- Sixth Circuit Annual Conference & Seminar
- ABA Labor & Employment Law Conference
- Self-emploved attorney
As filed
Energy — None
Bank of America Accounts — Interest
UBS Fmancial Services, Inc. Accounts
UBS Bank USA Deposit Account — Interest
American Funds Capital Income Builder Fund — Int/Div
IRAZ#I — Interest
IRA #2 — Interest
Regions Financial Corp. Stock — Int/Div
Telecom Argentina Stock — Int/Div
Scolar Pharma. Inc. Stock — Int/Div
Piedmont Natural Gas Stock — Int/Div
Capstar Bank Stock — None
Rental Property, Nashville, TN (1993 $395,000) — Reat
UBS Financial Services, Inc. Pension Plan #1 — None
John Hancock USA Pension Plan #2
Oppenheimer Developing Mkt — None
T. Roe Price Health Sci — None
Legg Partners Agg Growth (Y)
Legg Mason Clear Br Agg. Growth — None
Intl Small Cap Fund — None
EuroPacific Growth Fund — None
Columbia Value & Restructuring — None
Davis New York Venture — None
Real Est. Secunities Fund — None
Capital Appreciation Fund — None
UBS Financial Services, Inc. Pension Plan a — None
John Hancock USA Pension Plan 24
Lifestyle Aggressive — None
Oppenheimer Developing Mkt — None
T. Roe Price Health Sci — None
Legg Partners Agg Growth (Y)
Legg Mason Clear Br Agg. Growth — None
Energy — None
Intl Small Cap Fund — None
EuroPacific Growth Fund — None
Columbia Value & Restructuring — None
Davis New York Venture — None
Capital Appreciation Fund — None
Memphis Partners — Int/Div
Branstetter Family Partners
Bank of Nashville Accounts — Interest
Investment Property, Nashville, TN {Appraisal 4/09) — None
Trust #2, real property Nashville, TN (2005-8, S282.000) — None
Trust #3
UBS Bank USA Deposit Account — Interest
American Funds Capital Income Builder Fund — Int/Div
Virtus Premium Alpha Sector A Fund — Int/Div
Virtus 1st Purchase — Buy
Virtus 2nd Purchase — Buy
Virtus 3rd Purchase — Buy
Trust #4
Investment Property, Nashville, TN {Appraisal 4/09) — None
Trust #5
Investment Property, Nashville, TN (Appraisal 4/09) — None
Trust #6
Investment Property, Nashville, TN (Appraisal 4/09) — None
Trust #7
Investment Property, Nashville, TN {Appraisal 4/09) — None
Northwestern Mutual: Whole Life Policy — Int/Div
Co-Trustee, Trust 43
Agreement — 1226/68 — Branstetter, Stranch & Jennings, PLLC Profit Sharing Plan with former law firm, no control
Agreement — 2010 — Branstetter, Stranch & Jennings law firm, payment of vilue of interest in fees to be collected at the end of litigation for work done before leaving the firm
Liability — First Bank — Mortgage on Rental Property #1, Nashville, TN (Part VII, line 24)
Reimbursement — Sixth Circuit Annual Conference & Seminar — dad ff adidas — Nd i Re AI
Reimbursement — ABA Labor & Employment Law Conference — November 2-5. 2011 — Scattle. WA — Speaker — Transportation and lodging
Spouse's income — 2011 — Self-emploved attorney
All Part VII, references by line listed below:
1. Line 14 (on 2010 report, Line 39) is a retirement account with investments selected by the manager based on categories of investment risk | choose. Line 17
(on 2010 report, Line 43) was deleted by the manager and Line 18 was added.
2. Line 27 (on 2010 report, Line 53) is a retirement account with investments selected by the manager based on categories of mvestment risk
chooses.
Line 31 (on 2010 report, Line 58) was deleted by the manager and Line 32 was added.
3. Line 43 (on 2010 report, Line 73), Trust #2 contains gifts of percentage ownership in real property given over time from 2005 to 2008. The value as deeded is
as follows:
2005 - $66,000
2006 - $72,000
2007 - $72,000
2008 - $72,000
Total $282,000
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.