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 Funds from the USAA Investment Management Tax Exempt Money Market Fund were withdrawn and rolled over into the USAA Short Term Bond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The funds for the newly listed assets, USAA Short Term Bond Fund and USAA CD's, were withdrawn from the USAA Investment Management Tax Exempt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.

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Sam A. Crow | Frix