Ask Donna

Pull out the substance of this filing.

What was filed

  • 88

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 2

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • SoFi Lending Corp.
  • National Conference of Bankruptcy Judges
  • Walters State Community College--teaching
  • Wolters Kluwer Law & Business Publishers--book royalties

As filed

First Horizon Bank Checking — Interest

TN Energy Acqu. Rev. Bond — Interest

U.S. Savings Bonds — Interest

IRA #2 (UBS Cus: Fin'ing Corp CPN Zero Coupon Bonds) — Interest — Matured

IRA #2 (UBS Cus: Bank USA Salt Lake City CD) — Interest

IRA #2 (UBS Cus: Fin'ing Corp CPN Zero Coupon Bonds) — Interest

IRA #2 (UBS Cus: Fed Nat'l Ass Med Term Zeros) — Interest

IRA #2 (UBS Cus: Bank USA Deposit Account) — Interest

IRA #2 (UBS Cus: American Balanced Fund) — Dividend — Buy

IRA #2 (UBS Cus: American Balanced Fund) — Buy (add'l)

IRA #1 (UBS Cus: Safra Nat'l Bank CD) — Interest — Matured

IRA #1 (UBS Cus: Fin'ing Corp. Fed Cpn Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: Fin'ing Corp Strip Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: Fed Nat's Mtg Assn Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: Resol Funding Corp. Zero Coupon Bonds) — Interest — Matured

IRA #1 (UBS Cus: CD Wells Fargo Bank) — Interest — Buy

IRA #1 (UBS Cus: TN Vally Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: USA Bank Deposit Acount) — Interest

IRA #1 (UBS Cus: FNMA Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: FNMA Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: FNMA Zero Coupon Bonds) — Interest

IRA #1 (UBS Cus: American Balanced Fund) — Dividend

IRA #1 (UBS Cus: American Balanced Fund) — Buy (add'l)

IRA #1 (UBS Cus: Bank USA Salt CD) — Interest — Buy

IRA #1 (UBS Cus: Texas Capital Bank CD) — Interest — Buy

Hartford Fixed Annuity — Distribution

Great West IRA (100% in Secure Foundation Balanced L Account) — Distribution

NY Life Fixed Annuity — Distribution

TIAA-CREF Retirement Annuity #1 (ASL) — Distribution

UBS Bank USA Deposit Account — Interest

Purepoint Financial Online Savings Acct — Interest

Purepoint Financial CD — Interest — Matured

Synchrony Bank CD — Interest

Northern Bank & Trust Money Market Account — Interest — Closed

CIT Bank CD — Interest — Matured

CIT Bank CD — Interest — Matured

Citizen's Access Bank CD — Interest

Synchrony Bank CD — Interest — Matured

Commercial Bank CD — Interest

Synchrony Bank CD — Interest

Synchrony Bank CD — Interest

TIAA Bank CD — Interest

Purepoint Financial CD — Interest — Matured

VOYA Variable Annuity #3 Intermediate Bond Portfolio — Interest

VOYA Variable Annuity #3 Growth & Income Portfolio — Interest

VOYA Variable Annuity #3 Large Cap Growth Portfolio — Interest

Synchrony Bank CD — Interest

VOYA Annuity #1 (Fixed payment) — Distribution

VOYA Annuity #2 (Fixed payment) — Distribution

IRA #2 (UBS Cus: HSBC Bank USA CD) — Interest

IRA #1 (UBS Cus: HSBC Bank USA CD) — Interest

Ally Bank CD — Interest

VOYA Annuity #3 (WSCC) (Variable) Vanguard Wellington Fund Adm — Dividend

VOYA Annuity #3 (WSCC) (Variable) Vanguard Target Retire 2020 Fnd — Dividend

VOYA Annuity #3 (WSCC) (Variable) Vanguard Target Retire Income Fnd — Dividend

VOYA Annuity #3 (WSCC) (Variable) VOYA Fixed Plus Account III — Dividend

IRA #1 Jackson National Annuity JNL M-M Small Cap Fund — Dividend

IRA #1 Jackson National Annuity JNL/ Amer Global Bonds Fund — Dividend

IRA #1 Jackson National Annuity JNL/ Amer Funds Growth Allocation Fund — Dividend

IRA #1 Jackson National Annuity JNL/ Amer Funds Moderate Growth Fund — Dividend

IRA #1 Jackson National Annuity JNL/ Oppenheimer Global Growth Fund — Dividend

IRA #1 Jackson National Annuity JNL/ TRPrice Mid-Cap Growth Fund — Dividend

IRA #1 Jackson National Annuity JNL/ WMC Balanced Fund — Dividend

IRA #1 Ohio Nat'l Annuity PIMCO Real Return Portfolio — Dividend

IRA #1 Ohio Nat'l Annuity PIMCO Total Return Portfolio — Dividend

IRA #1 Ohio Nat'l Annuity Fidelity VIP Contrafund Portfolio — Dividend

IRA #1 Ohio Nat'l Annuity Ivy VIP Asset Strategy Fund — Dividend

IRA #1 Ohio Nat'l Annuity Clearbridge Var. Large Cap Value Portfolio — Dividend

IRA #1 Ohio Nat'l Annuity Fidelity VIP Mid-Cap Portfolio — Dividend

IRA #1 Ohio Nat'l Annuity Janus Henderson Global Rsch Portfolio — Dividend

IRA #1 Ohio Nat'l Annuity Ivy VIP Natural Resources Fund — Dividend

IRA #1 Ohio Nat'l Annuity Lazard Retirement Emerging Markets Fund — Dividend

IRA #1 Ohio Nat'l Annuity Royce Small- Cap Portfolio — Dividend

Popular Bank CD — Interest — Buy

UBS New Cash CD — Interest — Buy

Merrick Bank CD — Interest — Buy

Merrick Bank CD — Interest — Buy

Quontic Bank CD — Interest — Buy

Sallie Mae Bank CD — Interest — Buy

BBVA Money Market — Interest — Open

BBVA CD — Interest — Buy

CIT Bank Savings Builder Account — Interest — Open

Ally Bank CD — Interest — Buy

Synchrony Bank CD — Interest — Buy

Synchrony Bank CD — Interest — Buy

Eastman Credit Union CD — Interest — Buy

Eastman Credit Union CD — Interest — Buy

Eastman Credit Union Primary Share Account — Dividend — Open

Liability — SoFi Lending Corp. — Guaranty of note for student loan

Reimbursement — National Conference of Bankruptcy Judges — March 25-27 — Washington, D.C. — Meeting — Transportation, meals, room

Reimbursement — National Conference of Bankruptcy Judges — October 29- November 2 — Washington, D.C. — Meeting — Transportration, meals, room

Spouse's income — 2019 — Walters State Community College--teaching

Spouse's income — 2019 — Wolters Kluwer Law & Business Publishers--book royalties

In Line 1 of Part VII of this report, the asset previously reported as "First Tenessee Bank Checking"is renamed "First Horizon Bank Checking" reflecting the fact

that First Tennessee Bank has changed its name to First Horizon Bank.

The asset listed on Line 5 of Part VII on the 2018 report now appears on Line 6 of Part VII in this 2019 report. The asset listed on Line 6 of Part VII on the 2018

report now appears on Line 5 of Part VII in this 2019 report.

The asset listed on Line 39 of Part VII on the 2018 report now appears on Line 40 of Part VII in this 2019 report.The asset listed on Line 40 of Part VII on the 2018

report now appears on Line 39 of Part VII in this 2019 report.

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.

Marcia Parsons | Frix