Rhesa Hawkins Barksdale

2009

Ask Donna

Pull out the substance of this filing.

What was filed

  • 29

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 6

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • USAA
  • Cit
  • Capital One
  • Chase
  • UBS
  • First Commercial Bank
  • The Everyday Gounnet - part times sales

As filed

Pecan Lane Apts. Ltd (See section VIID — Distribution

UBS Fin. Srv. Resource Mgmt Acct — None

UBS Fin. Srv. Rtmnt Mny FD — None

Amer. Fds Growth Fd of Amer Fund Cl A — Int/Div

Time Warner, Inc. New, Cmn, (See Section VIII) — Int/Div

UBS Fin. Srv. Rtmnt Mny Fund — None

Amer. Fds Growth Fund of r.Mut. Fd. CIA — Int/Div

UBS Fin. Srv Invstmt Acct — None

Amer. Fds Balanced Fund Cl A — Int/Div

Fist Commercial Bank Cmn Stk — None

Fidelity VIP Eq Inc

BR Legacy LC Growth

L/S Small Cap

MassMutual Flexible Variable Life Ins — None

Oppenhcimer Global Securities

JRA: Aim Basic Value Fd. Cl A — Int/Div

IRA: Aim Capital Dv. Fd. Cl A — None

UBS Global Allocation Fd. Cl A — Int/Div

UBS Global Allocation FdCI A — Int/Div

AIM Capital Dv. Fd. C1 C — None

AIM Basic ValueFd CI A — None — Sold

AIM Capital Dv. Fd. CI A — None — Sold

AIM Small Cap Eqty FD CI A (See section VII — None — Sold (part)

AIM Small Cap Eqty FD CI A (See section VII — Sold

Amer. Fds. Balanced Fund Cl A — Int/Div

AIM Moderate Allocation Fd CI — Int/Div — Buy

AOL Inc. Cmn Stk (See Section — None

Time Wamer Cable Inc. Cmn Stk Section VIII — None

AOL Inc. Cmn Stk (See Section ) — None

Liability — USAA — Credit Card

Liability — Cit — Credit Card

Liability — Capital One — Credit Card

Liability — Chase — Credit Card

Liability — UBS — Credit Card

Liability — First Commercial Bank — Loan

Spouse's income — 2009 — The Everyday Gounnet - part times sales

Continuation of Section VII;

Line 4: Pecan Lane Apartments, Ltd. - Inverness, Mississippi; 1984; $13,980

IRA with UBS Financial Services; Jackson, Mississippi

JIRA with UBS Financial Services; Jackson, Mississippi

Lines 14, 34,81, and 83: RHB IRA and CBB IRA; on 03/30/09, Time Wamer Inc. common stock was exchanged for Time Warmer Inc. New and Time Wamer

Cable Inc. was spun-off

Lines 14, 34, 82, and 84: RHB IRA and CBB IRA; on 12/10/09, AOL Inc. was spun-off from Time Wamer Inc. New

Lines 74-75: Aim Small Cap Equity Fd Cl A was formerly at line 77

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.

Rhesa Hawkins Barksdale | Frix