Elizabeth W Magner
2019
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Pull out the substance of this filing.
What was filed
48
investments
6
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Trust #1 Trust
- Trust #2 Trust
- Trust #3 Testmentary Trust
- Trust #4 Testementary Trust
- Trust #5 Testemantary Trust
- Succession of
- Hancock/Whitney National Bank
- FJC Bankruptcy Judges' Conference
- Partner, Jones, Walker, LLP
As filed
401(K) Jones Walker
Real property; Waynesville, N.C.-purchased 2003; $165,000 — None
United Health Group Common Stock — Dividend
Trust #1 income and principal beneficiary- Guardian Life Ins. — Interest
Whitney National Bank Accounts — None
Guardian Life Insurance-universal variable life — Dividend
EWA, LLC — Int./Div.
MA Patout, Inc — Int./Div.
Berkshire Hathaway, Inc. common stock — None
Real property Union City, TN 25%; 3/7/2014 — Rent
WHITNEY Investment Account
Fidelity Gov't MMKT Capital Reserves f/k/a Prime Capital Fund Reserves — Interest
Harris Cnty Tex Mun Util Dist No 165 — Interest
Sienna Plantation Mun Util Dist No 10 — Interest
Pasco Cnty Fla Sch Brd Ctfs Partn COPS — Interest
Thomasvillse NC Comb Enterprise Sys Rev — None
Personal Raymond James IRA Rollover
Am Bal FD CL F2 Am Funds — Int./Div. — Buy
Am Cap FD CL F2 Am Funds — Int./Div.
Growth Fd Of America CL 2- American Funds — Int./Div. — Buy
Am Mutual Fund Cl A — Int./Div. — Buy
Capital Inc Builder DF CL A — Int./Div.
Inc FD of AM CL A — Int./Div.
Eaton Vance Atl Cap SMID Cap — Int./Div.
Fundamental Investor FD CL F2 Am Funds — Int./Div.
Investment Co of Am CL F@ Am Funds — Int./Div.
New Perspective Fd Cl F2 Am Funds — Int./Div.
New World Fd Cl A Am Funds — Int./Div.
Sm Cap World FD CL 2, am Funds — Int./Div.
Raymond JamesBank Deposit Program — Interest
Personal Raymond James Account #1
Am Bal Fund CL F2 Am Funds — Int./Div. — Buy
Am Cap Fund Cl F2, American Funds — Int./Div. — Buy
Eaton Vance Atl Cap SMID Am Funds CL I f/k/a CL A — None
Investment Co of Am CL F2 Am Funds — Int./Div. — Buy
Growth Fund of Am, American Funds — None — Buy
New Economy Fd Cl F2 Am Funds — None
New Prespective Fd CL 2 Am Funds — None
New World Fund CL F2 Am Funds — None
Raymond James Bank — Interest
Raymond James Bond Account
De Soto Parish La Sch Bd Sales & Use Tax Bonds 2022 — Interest
La LOC Govt Env Facs & Cmnty Dev Auth Rev bonds 2020 — None
La St Univ College Bd Supervisors Rev Bonds 2010 — Interest
LA St Univ College Bd Supervisors Rev Bonds 2012 — Interest — Redeemed
Raymond James Bank Dep Program — Interest
JPMorgan Tax Free Money Market Fund Institutional Class — Interest — Buy
FID Freedom K 2025 — Int./Div.
Trustee, Trust #1 Trust
Trustee, Trust #2 Trust
Trustee, Trust #3 Testmentary Trust
Trustee, Trust #4 Testementary Trust
Trustee, Trust #5 Testemantary Trust
Executrix, Succession of
Liability — Hancock/Whitney National Bank — Construction line of credit
Reimbursement — FJC Bankruptcy Judges' Conference — July 7-10, 2019 — New York, New York — Education — Meals, Transportation, Lodging
Spouse's income — 2019 — Partner, Jones, Walker, LLP
died on March 7, 2014. , Trust #1 was funded with life insurance proceeds. I am an income & principal beneficiary as well as the trustee of
that trust.
I am the trustee of Trust #2 which has no assets.
Reporting on Trusts 3-5 is no longer required. Reporting on the Succession of is no longer required.
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.