Michael S Mcmanus

2018Final

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Pull out the substance of this filing.

What was filed

  • 28

    investments

  • 5

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • issuer
  • Issuer
  • Sacramento Valley Bankruptcy Forum
  • National Conference of Bankuptey Judges
  • State Bar of California® (see part VIII)
  • American College of Bankruptcy
  • The McManus Living Family Trust
  • Chapter 13 trustees of the Easter District of California
  • Central California } Bankruptcy Association
  • Califorma State Teachers Retirement System retiree

As filed

Bank Account, IRA, Bank of America, Part vi — Interest

Mutual Fund, Growth Fund of Amer. Part vi — Int/Div — Sold (part) — issuer

Bank Account, Wells Fargo Bank, Part VIII — Interest

Bank Account, Wells Fargo Bank, Part VIII — Interest

Bank Account, UBS Bank. Part VIII — Interest

Bank Account, IRA, Wells Fargo Bank, Part vin — Interest

Bank Account, Wells Fargo Bank (X), Part vii — Interest

Certificate of Deposit, Wells Fargo Bank Part VIII — Interest

Mutual Fund, American Funds Capital World Gro& Ine. Part VIII — Int/Div — Sold (part) — issuer

Mutual Fund, American Funds, US Govt Part VIII — Int/Div — Buy (add'l) — Issuer

Mutual Fund, American Funds, US Govt Part VIII — Sold (part) — issuer

Mutual Fund, American Funds, US Govt Part VIII — Sold (part) — issuer

Mutual Fund, American Funds, US Govt Part VIII — Sold (part) — issuer

Mutual Fund, American Funds, US Govt Part VIII — Sold (part) — Issuer

Mutual Fund, American Funds, US Govt Part VIII — Sold (part) — Issuer

Mutual Fund. Baron Growth Fund. Part VIII — Int/Div — Sold (part) — issuer

Mutual Fund, FT Templeton Global Bond Fund. Part VIII — Int/Div — Sold (part) — issuer

Mutual Fund, Loomis Sayles Inv. Gr. Bond Fund, Part VIII — Int/Div — Sold (part) — Issuer

Mutual Fund, TIAA-CREF, T-C Lifecycle 2015 Fund. Part VIII — Int/Div — Distnbuted

Mutual Fund, PGIM Short Term Corporate Bond, Part VIII — Int/Div — Sold (part) — issuer

Mutual Fund, Fidelity Advisor Floating Rate. Part VIII — Int/Div — Sold (part) — Issuer

Mutual Fund. Calamos Gro & Inc. Part VII — Int/Div — Sold (part) — Issuer

Family Trust (H)

Bank Account, Wells Fargo Bank (trust asset) — None

Vacation timeshares (trust asset) — None

Mutual Fund, JP Morgan Mid Cap Value Fund. Part VIII — Int/Div — Sold (part) — Issuer

Mutual Fund, AIG Focused Div. Strategy Part VIII — Int/Div — Sold (part) — issuer

Mutual Fund, Amer. Century Short Duration nfl. Prot. Bd. Fd. PartVIN — Int/Div — Sold (part) — issuer

Member, Sacramento Valley Bankruptcy Forum

Member, National Conference of Bankuptey Judges

Member, State Bar of California® (see part VIII)

Fellow, American College of Bankruptcy

Co-Trustee, The McManus Living Family Trust

Gift — Chapter 13 trustees of the Easter District of California — Pat VII EE

Reimbursement — Central California } Bankruptcy Association — September 20, 2018 — Fresno, CA — Speak at annual seminar — One meal

Spouse's income — 2018 — Califorma State Teachers Retirement System retiree

Part VII: Nos. 23, 24, 25. This family trust was created by my parents. In 2015, as a result of the death of my last surviving parent, my parents’ fumily residence,

four vacation timeshare weeks, and a bank account poured over mto the trust. The residence was sold in 2016 and its disposition reported in 2016. The timeshares,

No. 25, are unencumbered and are not rented, and the trust's bank account, No. 24, is noninterest bearing. No income is received from the trust. The net value of

the trust is estimated to be within Value Code J with my beneficial interest in the trust being 50% of that value.

Part VII: No. 26. All dividends for the reporting period totaled within Income Gain Code A and were reinvested in this mutual fund. The total amount reinvested

was within Value Code J. The gross value reported in Column C(1) includes the reinvested dividends. The proceeds from the partial sale were deposited into

Item No. 5, the UBS bank account.

Part VII: No, 27. All dividends for the reporting period totaled within Income Gain Code B and were reinvested in this mutual fund. The total amount reinvested

was within Value Code J. The gross value reported in Column C(1) includes the reinvested dividends. The proceeds from the partial sale were deposited into

Item No. 5, the UBS bank account.

Part VII: No. 28. All dividends for the reporting period totaled within Income Gain Code A and were reinvested in this mutual fund. The total amount reinvested

was within Value Code J. The gross value reported in Column C(1) includes the reinvested dividends. The proceeds from the partial sale were deposited into

Item No. 5, the UBS bank account. No gain code is listed in Column D(4) for the partial sule because the disposition produced no gain.

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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Michael S Mcmanus | Frix