William Marcellin Hoeveler
2008
Ask Donna
Pull out the substance of this filing.
What was filed
4
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- UNIVERSITY OF TEXAS, SCHOOL OF LAW "REVIEW OF LITIGATION’
- TRUST #1, DECLARATION OF TRUST, DATED 4\20\00
As filed
Savings Account [lJ 1st Nat'l Bank of So Miami — Interest
Checking Account (fi) Ist Nat'l Bank of So Mimai — Interest
C SH Eastman Kodak (@) — Interest
C SH Prudential Financial Inc (§} — Interest
BOARD OF CONTRIBUTORS, UNIVERSITY OF TEXAS, SCHOOL OF LAW "REVIEW OF LITIGATION’
CO-TRUSTEE WITH NO. TRUST BANK, TRUST #1, DECLARATION OF TRUST, DATED 4\20\00
SECTION VII. INVESTMENTS AND TRUSTS.
On last year's report under Trust #1, line 21 ( US Gov. Obligations, Fed Home Ln BKS) and 22 (C-SH BP formerly AMOCO) were listed but do not appear on
any of the monthly reports for the year 2008. I do not know their disposition as I do not handle any of the day to day dealings of the trust and that is left entirely in
the hands of the co-Trustee Bank. However, they are not any part of the holdings for 2008. It may be the BP was not a partial sale but a full sale and line 34 was
another US Govt Obligations that matured, and line 21 may have matured also. In any event, I have no information on them except to say they do not appear
whatsoever in the monthly reports as part of the trust for 2008.
On Line 95 I have listed Nortel Networks. There was no purchase of this and the exact wording on the report for August, 2008, reads "Receipt Nortel Networks
Corp. New Com New Stk. (NT) Rec'd distribution for Class Period 1024100 thru 02\15\02 on Net Class Actio Nortel I Networks Corp. It lists @IEl of stock,
valued at $36 and No. Trust Bank sold the (lll on Oct. 13 for $9. 84. As no money was paid for this, I have listed the sale as a gain.
Starting with Trust #1 i these are
holding listed below it. They are her sole financial interest and responsbility and I derive no interest or benefit from
them.
Line 107 is listed as am
anaged account and line 108 is a Roth Conversion IRA.
ed
has no control over the holdings in these accounts, and I have
no further information on them. On Line 107 there is no name associated with it other than their report saying Managed Account. Ihave listed the brokerage
house to help identify it. She neither chooses what is to be sold or bought in her listings.
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.