Jane Branstetter Stranch
2014Annual
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Pull out the substance of this filing.
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.