Joe Billy McDade
2013Annual
Ask Donna
Pull out the substance of this filing.
What was filed
28
investments
1
positions
0
gifts
1
agreements
2
debts
0
reimbursements
0
income
0
spouse income
Named parties
- American Inn of Court/ Abraham Lincoln of Peona, HHlinms
- Rehastar Life Ins (ING)
- Metropolitan Life Ins Co
As filed
Commerce Bank Accts — Interest
Reliastar Life Ins Co (whole life) — Int/Div
Note Revble Lexington Assoc Ltd — Interest
Met Life (universal life) — Int/Div
Southside Bank Accs — Interest
Broker Acct #1 — None
Lincoln Natl Choice Plus Assurnce L Share Variable Annuity — None
Broker Acct #2
Income Fund Amer Inc CLC Mutual Fund — Int/Div — Sold (part)
Broker Acct #3
Hartford ILA Leaders Outlook Variable Annnuity — None
Heartland Bank Acct — Interest
Vanguard IRA Acct — Int/Div
GNMA Fund Investor Shares
S-T Investment-Grade Inv
Health Care Fund Inv
Dividend Growth Fund
International Growth Inv
Selected Value Fund
Mid-Cap Index Fund Adm
Vanguard/Individual Acct
GNMA Fund Investor Shares — Int/Div
ST Investment-Grade Inv — istmbution
Health Care Fund Inv — Int/Div
Dividend Growth Fund — Int/Div
International Growth Inv — Int/Div
Selected Value Fund — Int/Div
Mid-Cap Index Fund Adm — Int/Div
Erentus Status Member, American Inn of Court/ Abraham Lincoln of Peona, HHlinms
Agreement — 11992 — Hlmois State Retirement System: Judicial Pension upon retirement in 1992
Liability — Rehastar Life Ins (ING) — Policy Loan
Liability — Metropolitan Life Ins Co — Policy Loan
Part VIL.
Item #3. Note Receivable -- Lexington Assoc. Ltd., a Colorado Ltd, Parmership c/o Cheyenne Mountain Investments, re installment sale of Lexington Hills
Apartments, owned by Investors Land Tr #50 of which Town 1.9048% beneficial interest -- Jefferson Trust & Savings Bank, Trustee, Under Trust Agreement,
Items #6, #8, and #10 reflect the fact that the single Wells Fargo Advisors Broker account listed in 2009 Report actually consists of these three broker accounts.
Item #13 and #21 -- These investment accounts were established on May 21, 2011, upon taking senior status entitling me to transfer my TSP account to an IRA
account. They were inadvertently omitted from prior reports.
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.