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Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • First Presbyterian Church; Tupelo, Mississippi

As filed

BancorpSouth, Savings Account, Tupelo, MS* — Interest

BancorpSouth, Common Stock, Tupelo, MS (BXS) — Dividend

Parcel No. 1, Verona, MS* — Rent

Parcel No. 2, Verona, MS* — Rent

State of Mississippi Retirement Account — Distribution

Cabin, Tupelo, MS* — None

BancorpSouth Stock — Dividend

Farm, Pontotoc, MS* — Rent

Parcel No. 3, Tupelo, MS* — Rent

USAA Federal Savings Bank (Savings Account) — Interest

Parcel No. 4, Timber Land, Pontotoc, County* — None

Ford Motor Company Stock — Dividend

Wells Fargo Financial — Interest

Wells Fargo - American Funds GAITX — Dividend

USAA Target Retirement Income Fund - URINX* — Dividend

USAA S&P Index Fund* — Dividend

Farmers & Merchants Bank — Interest

Marathon Petroleum — Dividend

Adjoining Lot, Cabin, Tupelo, MS — None

Farmers & Merchant Bank Certificate of Deposit — Interest

Renasant Bank Certificate of Deposit — Interest — Redeemed

AT&T — Dividend — Buy

Bancorpsouth — Dividend — Buy

Trustee, First Presbyterian Church; Tupelo, Mississippi

*Line 3 - Duplex purchased 4/13/1975 (purchase price $20,000.00)

*Line 4 - Duplex purchased 4/13/1974 (purchase price $20,000.00)

*Line 6 - Purchased one-half interest in cabin, Tupelo, Mississippi on March 11, 1986. Purchase price was $17,500.

Purchased remaining half interest on February 10, 1999. Purchase price was $20,500.

*Line 8 - Two-thirds interest purchased September 1, 1988, value based on appraisal of 9/1/88.

*Line 9 - Parcel No. 3, Tupelo, Mississippi, purchased November 23, 1998. Purchase price $92,000.

*Line 11 - Parcel No. 4, Pontotoc County, Mississippi, purchased September 5, 2003. Purchase price was $66,000.

+Line 15 - USAA Mutual Funds were acquired by Victory Capital, Inc. on July 1, 2019.

*Line 16 - USAA Mutual Funds were acquired by Victory Capital, Inc. on July 1, 2019.

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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