Jane Branstetter Stranch

2011Annual

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Pull out the substance of this filing.

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.

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Jane Branstetter Stranch | Frix