Jennifer H. Henderson

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 9

    investments

  • 1

    positions

  • 2

    gifts

  • 0

    agreements

  • 4

    debts

  • 3

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Bradley Arant Boult Cummings LLP
  • Bradley Arant Boult Cammings LLP
  • PNC Bank
  • MOHELA - Department of Education
  • American Express
  • Association, Bankruptcy Section
  • Cumberland School of Law
  • University of Alabama School of Law)
  • Bradley Arant Boult Cummings LLP, 2015 ordinary business income per Schedule K-1
  • withdrawals from Bradley Arant Boult Cummings LLP Profit Sharing Retirement Plan (gross)

As filed

Rental Property, Birmingham, AL (2006 $212,000: rental as of 472015) — Rent

Regions Bank Cash Account (Y)

CollegeCounts 529, Alabama's 529 Fund — None

Age-Based Moderate 0-8 Years Fund (100%) — Buy

Bradley Arant Boult Cummings Prft. Shar Ret. Plan (withrawn 2/15) — Int/Div

SM345 - Schwab Mngd Ret Trust 2045 CL (100%) — Buy (add'l)

SM34S - Schwab Mngd Ret Trust 2045 CL 10026) — Sold

SM345 - Schwab Mngd Ret Trust 2045 CL 100%) — Sold

Bradley Arant Boult Cummings LLP capital account — None — Distributed

Partner (January 1, 2015 to February 10, 2015), Bradley Arant Boult Cummings LLP

Gift — Bradley Arant Boult Cummings LLP — Judicial Robe — $412.00

Gift — Bradley Arant Boult Cammings LLP — Contributions towards investiture reception (florals/photography/food drinks/etc.) — $2,528.72

Liability — PNC Bank — Mortgage on Rental Prop., Birmingham, AL (Pt VIL, line 1)

Liability — MOHELA - Department of Education — Student Loan

Liability — MOHELA - Department of Education — Spouse's Student Loan

Liability — American Express — Credit Card

Reimbursement — Association, Bankruptcy Section — Sb ry dude aL Lh ad, pa ed oie lb 4 < meals

Reimbursement — Cumberland School of Law — October 16, 2015 — Birmmgham, AL — Bankruptcy CLE (teaching) — Transportation, seminar fee, meal

Reimbursement — University of Alabama School of Law) — pubs pote fama oechpadegiery bre etme Shab f wd

Income — 2015 — Bradley Arant Boult Cummings LLP, 2015 ordinary business income per Schedule K-1 — $32,260.00

Income — withdrawals from Bradley Arant Boult Cummings LLP Profit Sharing Retirement Plan (gross)

Part VL4. This revolving charge card hability was above the reporting threshold on 12-31-15 but was below the reporting threshold as of 1-1-16 (payment posted

1-1-16).

Part VIL2.A. Value of Regions Bank Cash Account dropped below reporting threshhold by the end of the reporting period. 2015 YTD interest on the Regions

Bank Cash Account also was below the reporting threshhold. Account closed January 22, 2016.

Part VIL3.B. The 529 account value at end of the reporting period was less than the total contributions to said account. It does not appear that the 529 investment

fund reports income as having been credited to file's sccount. Quarterly statements simply reflect +/- change in account value.

Part VILS-8.D. Filer requested a withdrawal of funds from filer's former law firm retirement account in February of 2015. All of suid retirement account assets

were sold/disbursed on February 20, 2015. Subsequently, in March, filer's former law firm automatically withheld and deposited a contribution to said retirement

account from filer's final draw (which additional purchase/contribution fell below the reporting threshhold), This resulted in another sale/distribution on March

13,2015. Although the March 13, 2015 sale/distribution was below the reporting threshhold, filer has disclosed the sale/distribution because it was the final

account transaction. The aggregate income from the February and March sales/distributions is shown on 11L.A.2.

Part VILS.B. This is the "Gain/Loss/Net Income” shown on the account statement for January 1, 2015 to March 31, 2015 (final account statement).

Part VILS.C, The ending value of the retirement account during the reporting period was $0.00,

Part VIL9.C. The ending value of the capital account during the reporting period was $0.00.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Jennifer H. Henderson | Frix