Cheryl A. Eifert

2012Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 33

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Offutt, Nord & Burchett, PLLC (Member, Self-Employed Attomey)

As filed

Fifth Third Bank Accounts — Interest

Chase Bank Account — Interest

BB&T Bank Account — Interest

Northwestern Mutual Life - 6 Whole Life Policies — Int/Div

WV Smart 529 Plan # 1-9 to 13 Age Based Strategy — Int/Div — with line 6)

WV Smart 529 Plan #1 - 14 to 15 Age Based Strategy (X) — Int/Div — Buy

WV Smart 529 Plan #2 - 0 to 8 Age Based Strategy — Int/Div — with line 8)

WV Smart 529 Plan #2 - 9 to 13 Age Based Strategy (X) — Int/Div — Buy

Land, Calhoun Cty., WV - 202 acres, 50% interest — None

Mineral Rights, Calhoun Cty., WV — Rovalty

New York Life Mainstay Fixed Deferred Annuity Contract — None

Offutt & Nord. PLLC Retirement Plan #1

ING Fixed Acct.(X) — None — Buy

ING Pimco Total Return Portfolio — None — Sold (part)

ING Solution Portfolio Adv — None — Sold (part)

American Funds Income Fund R23 — None — Sold (part)

Vanguard VIF Diversified Value Portfolio — None — Sold (part)

Pioneer Fund Class R — None — Sold (part)

American Funds Growth Fund R3 — None — Sold (part)

Wanger Select — None — Sold (part)

Amencan Funds Europacific R3 — None — Sold (part)

Northwestern Mutual Variable Annuity

Equity Income (MSA/ T Rowe Price) B — None

Index S00 Stock (MSA) B — None

Mid-Cap Value (MSA/ American Century) B — None

Small Cap Value (MSA/ T Rowe Price) B

International Eq (MSA Franklin Tmp) B — None

Select Bond (MSA) B — None

Russell Core Bond - B — None

High Yield Bond (MSA) B — None

Northwestern Mutual Annuity - Rollover IRA — None

Citizens National Bank - Inherited IRA — Interest — Sold (part)

NML Fixed Retirement Annuity - Rollover (xX) — None — from line 12)

Spouse's income — 2012 — Offutt, Nord & Burchett, PLLC (Member, Self-Employed Attomey)

Part VII, Lines 5 -8

Additional 529 contibutions were made to each plan at different times during the year

Part VII, Lines 13 - 21

Because 401-k deferrals and employer matches were deposited monthly, amounts were invested in these securities

cach month.

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.

Cheryl A. Eifert | Frix