Katharine Malley Samson

2014Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 73

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Capital One
  • Bancorp South
  • First Commercial Credit
  • Mississippi Bankruptcy Conference
  • National Conference of Bankruptcy Judges
  • The Center for American and International Law
  • Self-employed attorney

As filed

FCLAX

FIIAX

HHBUX

FNIAX

HHDAX

HHGAX

ATDAX — Sold

EAEMS — Buy

LALDX

PHDAX

PTTAX — Sold

Royalty Interest - Jefferson Parish, LA (Hilcorp) — Rovalty

Rental Property, Gulfport, MS (2007 - 1/2 of $405.000) — Rent

Lalolla, LLC (See Part VII) — Rent

Brokerage Account #1(IRA) Fidelity Contrafund — Int/Div

Memill Lynch Cash Account — Interest

Ameritrade IRA SEP. — Int/Div

Ameritrade Deposit Account

Columbia Management Multi Advisor

Abbvie Inc Com Stock

Altria Group Inc Com Stock

Arlington Asset Inv Corp Com Stock

Chubb Corp Com Stock — Buy

Conagra Foods Inc Com Stock

Du Pont Com Stock — Sold

Ford Motor Company Stock — Sold

Freeport McMoran Com Stock

General Electric Stock — Sold

Groupon Ine Com Stock — Sold

Lloyd's Banking Group PLC Stock

National Oilwell Varco Inc Com Stock

NOW Inc Com Stock — from line 20)

Peabody Enegry Corp Com Stock

Pfizer Inc Com Stock

Smucker JM Co Com Stock — Buy

Titan Medical Inc. Stock

United Health Group Inc Com Stock

Whole Foods Mkt Inc Com Stock

Stifel Nicolaus IRA — Int/Div

Stfel Nicolaus Money Market

Altria Group Inc Com Stock

Beam Inc. Stock — Sold

Cisco Systems Inc Com Stock

Walt Disney Company Com Stock

Exxon Mobil Corp Com Stock

Fortune Brands Com Stock

GE Com Stock — Sold

Intel Corp

Johnson & Johnson Com Stock

Kraft Foods Com Stock

Microsoft Corp Com Stock

Mondelez International Inc. Stock

Philip Morris Com Stock

Capital World Growth & Income Fund Class C

Charles Schwab Account (Y)

Lexterra LLC — istmbution

Stiefel Nicolas Investment Account — None

Hancock Bank IRA — Int/Div

HHAXX

Investors Capital-Goodyear Tire and Rubber — Interest

Legalwood, LLC (See Part VIII) (X) — Rent

Charles Schwab Account £1 (X) — Int/Div

Charles Schwab Cash Account

Coca Cola Com Stock

Nokia Corp Com Stock

Charles Schwab Account #2 (X) — Int/Div

Charles Schwab Cash Account

Coca Cola Com Stock

Nokia Corp Com Stock

Charles Schwab Account £3 (X) — Int/Div

Charles Schwab Cash Account

Coca Cola Com Stock

Nokia Corp Com Stock

Liability — Capital One — Credit Card

Liability — Bancorp South — Mongage on Commercial Rental Property, Gulfport, MS (Pt. VII, line 2)

Liability — First Commercial Credit — Mortgage on ruw land

Reimbursement — Mississippi Bankruptcy Conference — 1210-122122014 — Jackson, MS — Speaker at a conference — Transportation, meals, lodging

Reimbursement — National Conference of Bankruptcy Judges — 1008-10/112014 — Atlanta, GA — Attend annual meeting — Lodging

Reimbursement — The Center for American and International Law — 2/12:2/14:2014 — New Orleans, LA — Speaker at a conference — Transporation, meals, lodging

Spouse's income — 2014 — Self-employed attorney

1) Part VII, page 4, line 2- Rental Property is owned by Green Channel, LLC. Income and Value is based on ownership of 1/2 interest in the LLC.

2) Part VII, page 4, line 3 - LaJolla, LLC is owner of real estate mn Yazoo County, MS. Income and Value is based on ownership of $8% interest in the LLC,

3) Part VII, page 7, line 62 - Legalwood, LLC is owner of real estate in Brooklyn, MS. Income and Value are based on ownership of 1/2 interest in the LLC,

4) Part VII, page 4 and 5, lines 6-29 of orginal report - Lines have been removed as part of the amended report, Assets previously reported on pages 4 and S lines

6-29 are ussets held in contingent trusts. 1 did not create and have no knowledge of holdings or source of income of these trusts. 1am not a beneficiary nor trustee

of these trusts.

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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Katharine Malley Samson | Frix