Ask Donna

Pull out the substance of this filing.

What was filed

  • 8

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Hole & Alvarez, LLP - agreed compensation for interest in former law fir m

As filed

Rental property-Donna, Hidalgo County, TX - see Part VIII — Rent

American Funds: Growth Fund of America, Inc. — None

American Funds: Capital Income BLDR FD- Class A — None

American Funds: Capital Income BLDR FD- Class B — None

American Funds: Fixed Account — Int/Div

American Funds: The Growth Fund of Amer ica — None

American Balanced — None

Oppenheimer Main Street Small Cap — None

Agreement — 1.1993 — Atlas & Hall, LLP - retirement plan with former law firm

Agreement — 2004 — Hole & Alvarez. LLP - agreed compensation for interest in former law firm

Income — 2008 — Hole & Alvarez, LLP - agreed compensation for interest in former law fir m — $42.000.00

The property listed in Part VII, line 1 (previously line 3) was purchased on July 25, 2003 for the price of $14, 500.00.

In Part VII, line 6 the name listed on the statements provided by the financial consultant handling these funds is only “Fixed Account". The Judicial Conference

Chair advises me that it is part of the "American Funds." Thus that name is added.

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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