Kevin McNulty
2018Annual
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Pull out the substance of this filing.
What was filed
31
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
4
spouse income
Named parties
- Estate-deccased family member ( Estate now closed-all distributed)
- Santander Bank executor account - distribution of bequest from deceased relative
- Morgan Stanley - distribution of IRA from deceased relative
- French Cap Consulting, Inc. 1099 income, writer and editor
- NJ Monthly 1099 income, writer
- Gotham Writers" Workshop Inc. W2 income, writing instructor
- Misc. mdividual chents, writer and editor
As filed
Fidelity Brokerage account £1 {H)
Fidelity core money market acct — None
Fidelity growth company mutual fund — Int/Div
Fidelity value mutual fund — Int/Div
Fidelity equity income mutual fund — Int/Div
Fidelity high income mutual fund — Int/Div
Fidelity corporate bond mutual fund — Int/Div
Fidelity IRA #1 (H)
Fidelity low priced stock mutual fund — Int/Div
Fidelity Four in One mutual fund — Int/Div
Fidelity IRA #2 (H)
Fudelity core money market acct — None
Fidelity high income mutual fund — Int/Div
Fidelity IRA #3 (H)
Fidelity core money market acct — None
Fudelity Four in One mdex fund — Int/Div
Fidelity IRA 24 (rollover) (H)
Fidelity Govt money market fund — Int/Div
Fidelity Blue Chip Growth mutual fund — Int/Div
Fidelity Equity Dividend Income mutual fund — Int/Div
Fidelity Mega Cap Stock mutual fund — Int/Div
Fidelity Strategic Dividend & Income mutual fund — Int/Div
Fidelity Balanced mutual funds — Int/Div
Vanguard Wellington mutual funds — Int/Div — Sold (part)
Vanguard IRA target retirement fund — Int/Div — Buy
Amencan Express High Yield sves account — Interest
Bank of America svgs & chkg accounts — Interest
Capital One High Yield chkg account — Interest — Closed
Chase Bank chkg account — Interest — Open
Santander ckg, svgs accounts (as estate executor) — Interest — Distributed
Morgan Stanley Bank cash acct (25% distributive share) — Interest — Distnbuted
Executor, Estate-deccased family member ( Estate now closed-all distributed)
Income — 6/27/18 — Santander Bank executor account - distribution of bequest from deceased relative — $36,109.00
Income — 2118 — Morgan Stanley - distribution of IRA from deceased relative — $26,128.00
Spouse's income — 2018 — French Cap Consulting, Inc. 1099 income, writer and editor
Spouse's income — 2018 — NJ Monthly 1099 income, writer
Spouse's income — 2018 — Gotham Writers" Workshop Inc. W2 income, writing instructor
Spouse's income — 2018 — Misc. mdividual chents, writer and editor
VII lines 24 and 25.
Matched sale and purchase to contribute to IRA.
VII lines 30
11/13/2017 Appointed executor of estate of relative who died on 10/28/17.
Controlled assets on line 30 as fiduciary & received 25% share as distribution.
Estate closed
Vil line 31 Account contained proceeds of liquidation of deceased's IRA in 2017 (see 2017 report).
Received 25% share as beneficiary
Entire IRA liquidated and distributed to beneficiaries
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.