James D Kirk
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
20
investments
2
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- will
- personal business
- Red River Bank
- self emploved--owner of retail business
As filed
Business assets — Distribution
Bank Account-Red River Bank — Interest
Bank AccountsRed River Bank — Interest
Vanguard Prime Money Market Sweep Acct-Cash — Interest
IRA Mutual Fund-VHCOX — Int/Div
IRA Exch. Traded Fund-GLD — Distribution — Sold
IRA Mutual Fund-TGLDX — Int/Div — Sold
IRA Mutual Fund-VPMCX — Int/Div
IRA Mutual Fund-VGENX — Distribution
IRA Exch. Traded Fund-GLD — Distribution
IRA Vanguard Prime Money Mkt. Sweep- Cash — Interest
Insurance Trust--see explanation at VIII — None
Brokerage Acct.--Fidelity Money Mkt. Sweep-Cash — Interest — Sold (part)
Brokerage Acct.--Fidelity SPDR GLD — Distribution — Buy
Brokerage Acct--Scott-IRA Money Mkt Sweep-Cash — Interest — Sold
Brokerage Acct- Scott-MoneyMktSweep- Cash — istrnibution — Buy
IRA Mutual Fund-SLV — Int/Div — Sold
Mutual Fund-FSENX — istmbution — Sold
Mutual Fund-HIINX — Distribution — Sold
Brokerage Acct. Money Mkt.- NWM — Interest
Exccutor of Last Will and Testament, will
Co-owner . Vice-president of a dormant corporation, personal business
Liability — Red River Bank — line of credit
Spouse's income — 2012 — self emploved--owner of retail business
Part VII: Investments and Trusts-p.4, line 13. This 1s an insurance trust with no assets.
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.