James P. Smith

2012Annual

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Pull out the substance of this filing.

What was filed

  • 41

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Coastal Bankruptcy Law Institute

As filed

IRA #1 — Int/Div

Merrill Lynch Money Market

IRA#2 — Int/Div

DFA Five Year Global

DFA One Year Fixed

Primco Real Return Fund

DFA Intl. Real Estate

DFA Intl. Small Cap

DFA Large Cap Intl. Port

DFA Real Estate

DFA US. Large Cap Value

DFA US. Targeted Value

Vanguard Growth Index Fund

Vanguard Mid Cap Growth

IRA #3 — Ine

Blackrock Global Mutual Fund

Merrill Lynch Money Acct.

IRA #4 — Int/Div

Merrill Lynch Market

Home Depot Stock

Coca Cola Stock

IRA #S — Int/Div

Merrill Lynch Market Account

Coca Cola Stock

IRA #6 — Int/Div

Blackrod Global Mutual Fund

IRA #? — Int/Div

Columbia Cash Reserves

Oppenchimer Global Fund Class A

Brokerage Account #2 — Interest

Merrill Lynch Money Market — Redeemed

Brokerage Account #4 — Interest

Merrill Lynch Market Account — Redeemed

Brokerage Account #5 — Interest

Fidelity Cash Reserves

BB&TCD — Interest

Branch Banking & Trust — Interest

Checking Account

Monev Market Account

Northwestern Life Inc — Int/Div

Real Estate, Terrell County, GA — Rent

Reimbursement — Coastal Bankruptcy Law Institute — O4/192012.04/200201 — Savannah, GA — Seminar — Hotel and meals

Appraisal date for Item 41, Section VII real estate - July §, 2003

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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James P. Smith | Frix