Kevin McNulty

2018Annual

Ask Donna

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.

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.