Cheryl A. Eifert

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 34

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Offutt, Nord and Burchett, PLLC Retirement Plan
  • Offutt, Nord & Butchett, PLLC ( Member, Self-Employed Attomey)

As filed

Fifth Third Bank Accounts — Interest

Chase Bank Account — Interest

BB&T Bank Account — Interest

Northwestern Mutual Life - 6 Whole Life Policies — Int/Div

WV Smart 529 Plan #1- 14 to 15 Age Based Strategy — None — Sold

WV Smart 529 Plan #1- 16 to 17 Age Based Strategy — None — Buy

WV Smart 529 Plan #2 - 9 to 13 Age BAsedStrategy — None — Buy (add'l)

Land, Calhoun Cty., WV - 202 acres (33.3% interest) — None

Mineral Rights, Calhoun Cty., WV — Rovalty

New York Life Mainstay Fixed Deferred Annuity Contract — None

Offutt, Nord & Burchett, PLLC Retirement Plan #1

ING Fixed Acct. — None — Redeemed

ING Pimco Total Retum Portfolio 1 — None

ING Solution Income Portfolio Adv.(X) — None

ING Solution 2055 Portfolio Adv — None

Pioneer Fund Class R — None — Redeemed

Amencan Funds Income Fund R23 — None

Vanguard VIF Diversified Value Portfolio — None

ING Russell Lrg Cap Index Port — None — Buy

Anencan Funds Frowth Fnd R3 — None

Wanger Select — None

Amencan Funds Europacific R3 — None

Northwestern Mutual Variable Annuity

Equity Income (MSA/T Rowe Price) B — Rovalty

Index S00 Stock (MSA) B — None

Mid-Cap Value (MSA/Amenican Century) B — None

Small Cap Value (MSA/Franklin Tmp) B — None

Intemational Equity (MSA/ Franklin Tmpl) — None

Seclect Bond (MSA B — None

Russell Core Bond - B — None

High Yield Bond (MSA) B — None

Northwestern Mutual Annuity Rollover IRA — None

First<Citizens National Bank « Inherited IRA — Interest — Distnbuted

NML Fixed Retirement Annuity - Rollover IRA — None

Liability — Offutt, Nord and Burchett, PLLC Retirement Plan — 401k) loan scured by vested mterest

Spouse's income — 2013 — Offutt, Nord & Butchett, PLLC ( Member, Self-Employed Attomey)

Part VII, Line 4 - Premiums paid for 2013 equal $27,479; policy CSV reported net of policy loan of $91.476

Part VII, Line 8 - The ownership interest was previously listed as 50% in error. It should have been 33.3%. The estimated value has always been properly

reported,

Part VII, Lines 11-22 - Because 401-k deferrals and employer matches were deposited monthly, amounts were invested in these securities each month.

Part VII, Lines 11-22 - A portion of each fund was redeemed on 04/25/13 to fund a loan to the participant secured by the vested interest in the plan.

Part VII, Lines 5-7 - Additional 529 Plan contributions were made to cach plan at different times during the year.

Part VIL, Line 9 - Royalties received from the DD Oil Company and from Offust #2

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Cheryl A. Eifert | Frix