# Helen E. Burris > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/17268 ## Record - **Judge:** Helen E. Burris - **Year:** 2012 - **Report type:** Annual - **Pages:** 7 ## Text South Carolina Bank & Trust- Accounts — Interest Tr.21 South Carolina Bank & Trust account — Interest Tr.#2, Russell Frank Inv. Co. Lifepoints Fund Conserv, — Int/Div — Sold (part) — open line 29 contd — Sold (part) — expenses cont'd — Sold (part) — expenses Russell Frank Inv. Co. Lifepoints Fund Growth Strategy Relix — Int/Div ING USA Annuity and Life Insurance Co. — None Mutual Whole Life Cash Value 21 — Int/Div — Sold (part) — cash out no gain NW Mutual Whole Life Cash Value #2 — Int/Div — Closed — cashed out 2 Pumam Investments New Opportunities Fund Class A&B — Int/Div 401K Fidelity Freedom 2030 Fund — Int NetReit Real Estate Investment Trust — Int/Div IRA American Funds American Funds-EuroPacific Growth Fund- B — Int/Div — Sold (part) — open line 19 American Funds-The Investment Company of America A — Int/Div — Buy (add'l) American Funds-The Investment Company of America B — Int/Div — Sold (part) — line 15 American Funds-Income Fund of America A — Int/Div American Funds-Income Fund of America B — Int/Div American Funds-EuroPacific Growth Fund A — Int/Div — Open — line 14 Amencan Funds-American Balunced Fund B — Int/Div — Sold (part) — open line 21 American Funds- American Balanced Fund A — Int/Div — Open — line 20 Future Scholar 529 College Savings Plan-FS Mod Conserv — Int/Div — Buy (add'l) cont'd — (part) — expenses cont'd — Buy (add'l) cont'd — Sold (part) — expenses cont'd — Sold (part) — expenses Behringer Harvard Multifamily REIT Inc — Int/Div X) Rental Property #1 Greenville SC — Rent Trust £3 Invesco Bal Risk Alloc € — Int/Div — Open — line 3 Co-trustee Trust #1 #2 & 43, See Part VII Liability — Georgia Institute of Technology — Each semester 1/2 ition and fees paid in installments, paid in full as of 12/31 Reimbursement — South Caroling Bankruptcy Law Association — 05/18-520 — Asheville, NC — Speak ut CLE — lodging, some meals, registration waived Reimbursement — South Caroling Defense Trial Attomeys Association — 11-08-11/11 — Kiawah Island, SC — attend CLE — lodging, some meals and registranon waived Spouse's income — 2012 — Employment with Tumer Padget Graham & Laney V1(1) per filing instructions all cash equivalent accounts at this bank, other than trust accounts, were aggregated here (listed separately on prior reports) trustees for VII2 - 5 and 29) and Part | (Positions) some funds distributed for college expenses VII (9)- taxable gain realized on a portion of the cash out VI1(22-26) account opened in 201 1 (no control). Fund name on statements for the account changed in 2012 from “Income and Growth Stat Direct” to "FS Mod Conserv Port Static.” A reference booklet provided to participants dated October 2012 and ntled "Helping South Carolinians save for college: Program Description, Direct Program” for the Future Scholar South Carolina's 529 College Savings Plan states that underlying funds may change from time to time without prior notice 0 account owners, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17268. Public record. Not legal advice.