Sam A. Crow
2011Annual
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Pull out the substance of this filing.
What was filed
14
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Part VIL
- Part VII
As filed
United Municipal Bond Fund, Inc — Int/Div
Securities Fund Serv — Int/Div
Templeton Growth Fund k/a Franklin Templeton Investment — Int/Div
USAA Tax Exempt Money Market Fund — Interest — Sold (part) — Part VIL
Western Resources now Westar Energy — Int/Div
Security Distributor Inc. k/a Rvder SGI — Interest
New York Life Ins. Co. — Interest
Commerce Bank & Trust now CoreFirst Bank & Trusttaccounts) — Interest
Capital City Bank (account) (y) See Part vin
The Fidelity Bank & Trust Co. (accounts including CD's) — Interest
New England Mutual (Ordinary Life) — Int/Div
USAA Short Term Bond Fund — Interest — Buy — Part VIL
USAA CD's — Interest — Buy — Part VII
MetLife (Ordinary Life) — Int/Div
The value code of the USAA Investment Management Tax Exempt Money Market Fund should have been coded as M not J on the Amended Report dated
06/23/2011. Funds from the USAA Investment Management Tax Exempt Money Market Fund were withdrawn and rolled over into the USAA Short Term Bond
Fund and USAA CD's on 01/05/2011 and listed as assets for the year 2010 on the Original Report dated 05/04/2011, The report was amended because those assets
should not have been listed on the 2010 Report, however, the code for the USAA Investment Management Tax Exempt Money Market Fund was not corrected on
the Amended Report.
The listing of Capital City Bank (account) was first listed on my amended report for the Calendar Year 2000 which was prepared by my accountant. The “name”
of the bank was reported in error, The name of the bank should have been listed as The Fidelity Bank & Trust Co.
The funds for the newly listed assets, USAA Short Term Bond Fund and USAA CD's, were withdrawn from the USAA Investment Management Tax Exempt
Money Market Fund and rolled over into these 2 accounts.
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.