James D. Whittemore

2011Annual

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Pull out the substance of this filing.

What was filed

  • 20

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Trust #1
  • Equitable Life (see note in Part VIII)
  • Amcrican Express (Optima)
  • Chasey)
  • American Express (X)
  • State of Flonda - Retirement

As filed

Amgen, Inc — Int/Div

Cisco Systems, Inc. Common Stock (IRA) {See note <P. VIII — Int/Div

Time Wamer, Inc. Common Stock (IRA) — Int/Div

Bank Sweep Deposit (Mny Mktg Wells Fargo)(f/k/a Wachovia) — Interest

Nektar Therapeutics Common Stock — None

Microsoft Corp. Common Stock (IRA) — Int/Div

Intel Corp Common Stock (IRA) — Int/Div

AmensourceBergen (Common Stock) — Int/Div

Bank Sweep Deposity (May Mkt) Wells Fargo)(f/k/a Wachovia) — Interest

CIGNA Corporation 401K — None

CIGNA Corporation Pension Plan — Interest

Trust #1 — Reat

Condo #1 (Hillsborough County, FL)

Condo #2 (Hillsborough County, FL)

401K - Hig WC Corp 401K Plan — Ine

Wells Fargo Bank Accts. (formerly known as Wachovia) — Interest

MidFlorida Credit Union Accts. (formerly known as Bay Gulf) — Interest

Bank of America Acct — None

Suncoast Schools Accts — Interest

Equitable: Premium Universal Life Insurance (X) — Interest

Co-Trustee, Trust #1

Liability — Equitable Life (see note in Part VIII) — Loan agamst cash value of life insurance policy

Liability — Amcrican Express (Optima) — Credit Card

Liability — Chasey) — Credit Card

Liability — American Express (X) — Credit Card

Income — 2011 — State of Flonda - Retirement — $24.794 64

1. Part VI - Liabilities - Equitable Life - Loan against cash value of life insurance policy reported in 2010 Disclosure was satisfied in 2011: the policy was

relinquished and a new policy originated which has been listed as a new asset in Part VIL

2. Part VII - Investments and Trusts - Line 2; Cisco Systems, Ine. Common Stock - On previous disclosures, these stocks were listed on two separate lines, as they

were shares acquired on different dates. Beginning in 2011, the brokerage firm combined the two groups and began reporting the Cisco shares as one account for

value and dividend distribution purposes.

3. Part VII = Investments and Trusts « Line 12; Trust #1 - Value based on County Property Appraiser 2011 Assessment and comparable sales of nearby properties.

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 D. Whittemore | Frix