Jane Branstetter Stranch

2014Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 84

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Chambers
  • Brunstetter jy Partners
  • Trust #3
  • Self-emploved attorney

As filed

Bank of America Accounts — Interest

Capstar Bank Account — Interest

UBS Fmancual Services, Inc. Accounts (H)

UBS Bank USA Deposit Account — Interest

American Funds Capital Income Builder Fund — Int/Div

Virtus Emerging Mkts Opportunities Fund — Int/Div

Virtus Premium Alpha Sector Fund A — Int/Div

Virtus Multi-Sector Short-Term Bond — Int/Div

ISHARES Silver Trust — None

SPDR Gold Trust — None

IRA #1 — Interest

IRA #2 — Interest

Telecom Argentina Stock — Int/Div

Scolar Pharma, Inc. Stock — None

Piedmont Natural Gas Stock — Int/Div

Capstar Bank Stock — None

Rental Property. Nashville, TN (1993: $395,000) — Reat — Sold — Chambers

UBS Fmancial Services, Inc. Pension Plan #1 — None

John Hancock USA Pension Plan 22 (H)

Oppenheimer Developing Mkt — None

T. Roe Price Health Sci — None

Legg Mason Clear Br Agg, Growth — None

Energy (Vanguard) — None

Intl Small Cap Fund — None

EuroPacific Growth Fund — None

Davis New York Venture — None

Real Est, Secunties Fund — None

Capital Appreciation Fund — None

John Hancock Disciplined Value — None

UBS Financial Services, Inc. Pension Plan € — None

John Hancock USA Pension Plan 24 (H)

Lifestyle Aggressive — None

Oppenheimer Developing Mkt — None

T. Roe Price Health Sci — None

Legg Mason Clear Br Agg. Growth — None

Energy (Vanguard) — None

Intl Small Cap Fund — None

EuroPacific Growth Fund — None

Davis New York Venture — None

Capital Appreciation Fund — None

John Hancock Disciplined Value — None

Memphis Partners — Int/Div

Branstett gm Partners (H)

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 (H)

UBS Bank USA Deposit Account — Interest

American Funds Capital Income Builder Fund — Int/Div

Virtus Premium Alpha Sector A Fund — Int/Div

Virtus Dynamic Alpha Sector (SM) Fund — Int/Div — Buy

Virtus Emerging Markets Opportunities Fund — Int/Div

Trust #4 (H)

Investment Property, Nashville, TN (Appraisal 4/09) — None

Trust #5 (H)

Investment Property, Nashville, TN (Appraisal 4/09) — None

Trust #6 (H)

Investment Property, Nashville, TN {Appraisal 4/09) — None

Trust #7 (H)

Investment Property, Nashville, TN {Appraisal 4/09) — None

Northwestern Mutual: Whole Life Policy — Int/Div

Pinnacle Bank Accounts — Interest

Estate #1 (H)

Pinnacle Bank Account — Interest

UBS Bank USA Bus. Acct — Interest

Virtus Premium Alpha Sector Fund A — Int/Div

General Mtrs. Accep. Corp. Bond — Interest

BCM 1999-8 AS SER 1999.B CL A-S — Interest

OAK SER2001C CLAM — Interest

Structure Asset Securities Co. SER 2004 GEI3CLB — Interest

FHR 303 SE — Interest

Met Govt Nashville&David SR A RV BE/ R/ — Interest

Memphis Tenn ASSUR BE/RS — Interest

Shelby Co TN Hith Ed&HSG CRSOVR RV MLTFM C BIER) — None

Met Govt Nashville&David SR A RV BE/ R/ — Interest

Blackrock Muniassets Fund Inc — Int/Div

Nuveen Invt Quality Muni Fund Inc — Int/Div

Ivy Limited Term Bond Fund — Int/Div

Lord Abbett Short Duration Income Fund Class A — Int/Div

Oppenheimer Rochester High Yield Municipal Fund Class A — Int/Div

Virtus Multi-Sector Short Term Bond Fund Class A — Int/Div

Virtus Dynamic Alpha Sector(SM) Fund — Int/Div

First Eagle Global Fund Class A — Int/Div

F1-Franklin Income — Int/Div

Partner, Brunstetter jy Partners

Co-Trustee, Trust #3

Agreement — 12026/68 — Branstetter, Stranch & Jennings, PLLC Profit Sharing Plan with former law firm, no control

Agreement — 2010 — Branstetrer, Stranch & Jennings law firm, payment of vislue of interest in fees to be collected at the end of litigation for work done before leaving the firm

Spouse's income — 2014 — Self-emploved attorney

All Part VII, references by line histed below:

1. Line 46 on this report, Trust #2 contains gifts of percentage ownership in real property given over time from 2003 to 2008, The value as deeded is as follows:

2005 - $66,000

2006 - $72,000

2007 - $72,000

2008 - $72,000

Total $282,000

2. Line 62 on this report, marked Pinnacle Bank Accounts, is for accounts established near the end of 2014,

3. Line 63 on this report, marked Estate #1, is an Estate account created pursuant to Letters Testamentary issued 7/3/14.

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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