Martha Ruthie Hagan
2020
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What was filed
215
investments
25
positions
0
gifts
0
agreements
5
debts
0
reimbursements
5
income
5
spouse income
Named parties
- Trust #1 (No reportable assets for Part VII or income for Part III-A)
- WHT Holdings, LLC
- Memphis Bar Association
- Mid-South Commercial Law Institute (resigned prior to appointment in October 2020)
- High Point Terrace Community Development Corporation (resigned prior to appointment in September 2020)
- Bank of New York Mellon (BONY)
- Baker Donelson (Salary thru October 15-i.e. prior to appointment)
- Revid Investments (1099 Income)
As filed
Cash Account-First Horizon — Interest
Cash Account-Renasant Bank (Acct #1) — Interest
Cash Account-Renasant Bank (Acct #2) — Interest
CD-Centennial Bank — Interest
State Farm Whole Life Insurance — Int./Div.
Rental Property #1, Springdale, AR — Rent
1/3 Interest in Promissory Note Receivable from Smith & Taylor — Interest
Midland National Whole Life Insurance — None
Mineral Interest, Carter County, OK — Royalty
Mineral Interest, Atascosa County, TX — Royalty
Mineral Interest, Ector County, TX — Royalty
Mineral Interest, Guadalupe County, TX — Royalty
Mineral Interest, Live Oak County, TX — Royalty
Mineral Interest , San Patricio County, TX — Royalty
Mineral Interest, Lea County, NM — Royalty
WHT Holdings LLC — Distribution
1/3 Interest in WHT Holdings LLC #1 (H)
Cash Account-Regions Bank (Receivable Rents for LLC) — Interest
Rental Property #2, Fayetteville, AR — Rent
Rental Property #3, Fayetteville, AR — Rent
Rental Property #4, Springdale, AR — Rent
Rental Property #5, Memphis, TN — Rent
1/3 Interest in Boulders Management LLC — None
1/3 Interest in Layman Family LP (H)
Rental Property #6, Lynnville, TN — Rent
Raymond James IRA #1 (H)
Cash Deposit — Interest
Apple Inc (AAPL) — Dividend
Discover Finl Svcs (DFS) — Dividend
Exxon Mobil Corporation (XOM) — Dividend
MFS Core Equity Fund Class I (MRGRX) — Dividend
PGIM Ultra Short Bond (PULS) — Dividend
Touchstone Sands Capital Emerg Markets Growth Fd (TSEMX) — Dividend
Touchstone Mid Cap Fund (TMCPX) — Dividend
Vanguard Short Term Investment Grade FD Admiral Shares N/L (VFSUX) — Dividend
First Trust Small Cap Core (FYX) — Dividend
First Trust Dorsey Wright Focus (FV) — Dividend
First Trust Preferred Securities and Income (FPE) — Dividend
Ishares Tr Conv Bd (ICVT) — Dividend
Raymond James IRA #2 (H)
Cash Deposit — Interest
CBRE Clarion Global Real Estate (IGR) — Dividend
Raymond James #3 -Cash-Equivalent Account — Interest
Cash Account-First Horizon — Interest
Cash Account-Renasant Bank (Acct #1) — Interest
Cash Account-Renasant Bank (Acct #2) — Interest
CD-Centennial Bank — Interest
State Farm Whole Life Insurance — Int./Div.
Rental Property #1, Springdale, AR — Rent
1/3 Interest in Promissory Note Receivable from Smith & Taylor — Interest
Midland National Whole Life Insurance — None
Mineral Interest, Carter County, OK — Royalty
Mineral Interest, Atascosa County, TX — Royalty
Mineral Interest, Ector County, TX — Royalty
Mineral Interest, Guadalupe County, TX — Royalty
Mineral Interest, Live Oak County, TX — Royalty
Mineral Interest , San Patricio County, TX — Royalty
Mineral Interest, Lea County, NM — Royalty
WHT Holdings LLC — Distribution
1/3 Interest in WHT Holdings LLC #1 (H)
Cash Account-Regions Bank (Receivable Rents for LLC) — Interest
Rental Property #2, Fayetteville, AR — Rent
Rental Property #3, Fayetteville, AR — Rent
Rental Property #4, Springdale, AR — Rent
Rental Property #5, Memphis, TN — Rent
1/3 Interest in Boulders Management LLC — None
1/3 Interest in Layman Family LP (H)
Rental Property #6, Lynnville, TN — Rent
Raymond James IRA #1 (H)
Cash Deposit — Interest
Apple Inc (AAPL) — Dividend
Discover Finl Svcs (DFS) — Dividend
Exxon Mobil Corporation (XOM) — Dividend
MFS Core Equity Fund Class I (MRGRX) — Dividend
PGIM Ultra Short Bond (PULS) — Dividend
Touchstone Sands Capital Emerg Markets Growth Fd (TSEMX) — Dividend
Touchstone Mid Cap Fund (TMCPX) — Dividend
Vanguard Short Term Investment Grade FD Admiral Shares N/L (VFSUX) — Dividend
First Trust Small Cap Core (FYX) — Dividend
First Trust Dorsey Wright Focus (FV) — Dividend
First Trust Preferred Securities and Income (FPE) — Dividend
Ishares Tr Conv Bd (ICVT) — Dividend
Raymond James IRA #2 (H)
Cash Deposit — Interest
CBRE Clarion Global Real Estate (IGR) — Dividend
Raymond James #3 -Cash-Equivalent Account — Interest
Cash Account-First Horizon — Interest
Cash Account-Renasant Bank (Acct #1) — Interest
Cash Account-Renasant Bank (Acct #2) — Interest
CD-Centennial Bank — Interest
State Farm Whole Life Insurance — Int./Div.
Rental Property #1, Springdale, AR — Rent
1/3 Interest in Promissory Note Receivable from Smith & Taylor — Interest
Midland National Whole Life Insurance — None
Mineral Interest, Carter County, OK — Royalty
Mineral Interest, Atascosa County, TX — Royalty
Mineral Interest, Ector County, TX — Royalty
Mineral Interest, Guadalupe County, TX — Royalty
Mineral Interest, Live Oak County, TX — Royalty
Mineral Interest , San Patricio County, TX — Royalty
Mineral Interest, Lea County, NM — Royalty
WHT Holdings LLC — Distribution
1/3 Interest in WHT Holdings LLC #1 (H)
Cash Account-Regions Bank (Receivable Rents for LLC) — Interest
Rental Property #2, Fayetteville, AR — Rent
Rental Property #3, Fayetteville, AR — Rent
Rental Property #4, Springdale, AR — Rent
Rental Property #5, Memphis, TN — Rent
1/3 Interest in Boulders Management LLC — None
1/3 Interest in Layman Family LP (H)
Rental Property #6, Lynnville, TN — Rent
Raymond James IRA #1 (H)
Cash Deposit — Interest
Apple Inc (AAPL) — Dividend
Discover Finl Svcs (DFS) — Dividend
Exxon Mobil Corporation (XOM) — Dividend
MFS Core Equity Fund Class I (MRGRX) — Dividend
PGIM Ultra Short Bond (PULS) — Dividend
Touchstone Sands Capital Emerg Markets Growth Fd (TSEMX) — Dividend
Touchstone Mid Cap Fund (TMCPX) — Dividend
Vanguard Short Term Investment Grade FD Admiral Shares N/L (VFSUX) — Dividend
First Trust Small Cap Core (FYX) — Dividend
First Trust Dorsey Wright Focus (FV) — Dividend
First Trust Preferred Securities and Income (FPE) — Dividend
Ishares Tr Conv Bd (ICVT) — Dividend
Raymond James IRA #2 (H)
Cash Deposit — Interest
CBRE Clarion Global Real Estate (IGR) — Dividend
Raymond James #3 -Cash-Equivalent Account — Interest
Apple Inc (AAPL) — Dividend
Cash Account-First Horizon — Interest
Cash Account-Renasant Bank (Acct #1) — Interest
Cash Account-Renasant Bank (Acct #2) — Interest
CD-Centennial Bank — Interest
State Farm Whole Life Insurance — Int./Div.
Rental Property #1, Springdale, AR — Rent
1/3 Interest in Promissory Note Receivable from Smith & Taylor — Interest
Midland National Whole Life Insurance — None
Mineral Interest, Carter County, OK — Royalty
Mineral Interest, Atascosa County, TX — Royalty
Mineral Interest, Ector County, TX — Royalty
Mineral Interest, Guadalupe County, TX — Royalty
Mineral Interest, Live Oak County, TX — Royalty
Mineral Interest , San Patricio County, TX — Royalty
Mineral Interest, Lea County, NM — Royalty
WHT Holdings LLC — Distribution
1/3 Interest in WHT Holdings LLC #1 (H)
Cash Account-Regions Bank (Receivable Rents for LLC) — Interest
Rental Property #2, Fayetteville, AR — Rent
Rental Property #3, Fayetteville, AR — Rent
Rental Property #4, Springdale, AR — Rent
Rental Property #5, Memphis, TN — Rent
1/3 Interest in Boulders Management LLC — None
1/3 Interest in Layman Family LP (H)
Rental Property #6, Lynnville, TN — Rent
Raymond James IRA #1 (H)
Cash Deposit — Interest
Discover Finl Svcs (DFS) — Dividend
Exxon Mobil Corporation (XOM) — Dividend
MFS Core Equity Fund Class I (MRGRX) — Dividend
PGIM Ultra Short Bond (PULS) — Dividend
Touchstone Sands Capital Emerg Markets Growth Fd (TSEMX) — Dividend
Touchstone Mid Cap Fund (TMCPX) — Dividend
Vanguard Short Term Investment Grade FD Admiral Shares N/L (VFSUX) — Dividend
First Trust Small Cap Core (FYX) — Dividend
First Trust Dorsey Wright Focus (FV) — Dividend
First Trust Preferred Securities and Income (FPE) — Dividend
Ishares Tr Conv Bd (ICVT) — Dividend
Raymond James IRA #2 (H)
Cash Deposit — Interest
CBRE Clarion Global Real Estate (IGR) — Dividend
Raymond James #3 -Cash-Equivalent Account — Interest
Cash Account-First Horizon — Interest
Cash Account-Renasant Bank (Acct #1) — Interest
Cash Account-Renasant Bank (Acct #2) — Interest
CD-Centennial Bank — Interest
State Farm Whole Life Insurance — Int./Div.
Rental Property #1, Springdale, AR — Rent
1/3 Interest in Promissory Note Receivable from Smith & Taylor — Interest
Midland National Whole Life Insurance — None
Mineral Interest, Carter County, OK — Royalty
Mineral Interest, Atascosa County, TX — Royalty
Mineral Interest, Ector County, TX — Royalty
Mineral Interest, Guadalupe County, TX — Royalty
Mineral Interest, Live Oak County, TX — Royalty
Mineral Interest , San Patricio County, TX — Royalty
Mineral Interest, Lea County, NM — Royalty
WHT Holdings LLC — Distribution
1/3 Interest in WHT Holdings LLC #1 (H)
Cash Account-Regions Bank (Receivable Rents for LLC) — Interest
Rental Property #2, Fayetteville, AR — Rent
Rental Property #3, Fayetteville, AR — Rent
Rental Property #4, Springdale, AR — Rent
Rental Property #5, Memphis, TN — Rent
1/3 Interest in Boulders Management LLC — None
1/3 Interest in Layman Family LP (H)
Rental Property #6, Lynnville, TN — Rent
Raymond James IRA #1 (H)
Cash Deposit — Interest
Apple Inc (AAPL) — Dividend
Discover Finl Svcs (DFS) — Dividend
Exxon Mobil Corporation (XOM) — Dividend
MFS Core Equity Fund Class I (MRGRX) — Dividend
PGIM Ultra Short Bond (PULS) — Dividend
Touchstone Sands Capital Emerg Markets Growth Fd (TSEMX) — Dividend
Touchstone Mid Cap Fund (TMCPX) — Dividend
Vanguard Short Term Investment Grade FD Admiral Shares N/L (VFSUX) — Dividend
First Trust Small Cap Core (FYX) — Dividend
First Trust Dorsey Wright Focus (FV) — Dividend
First Trust Preferred Securities and Income (FPE) — Dividend
Ishares Tr Conv Bd (ICVT) — Dividend
Raymond James IRA #2 (H)
Cash Deposit — Interest
CBRE Clarion Global Real Estate (IGR) — Dividend
Raymond James #3 -Cash-Equivalent Account — Interest
Trustee, Trust #1 (No reportable assets for Part VII or income for Part III-A)
Officer, Owner, Member, WHT Holdings, LLC
Director, Officer, Memphis Bar Association
Director, Mid-South Commercial Law Institute (resigned prior to appointment in October 2020)
Director, Officer, High Point Terrace Community Development Corporation (resigned prior to appointment in September 2020)
Trustee, Trust #1 (No reportable assets for Part VII or income for Part III-A)
Officer, Owner, Member, WHT Holdings, LLC
Director, Officer, Memphis Bar Association
Director, Mid-South Commercial Law Institute (resigned prior to appointment in October 2020)
Director, Officer, High Point Terrace Community Development Corporation (resigned prior to appointment in September 2020)
Trustee, Trust #1 (No reportable assets for Part VII or income for Part III-A)
Officer, Owner, Member, WHT Holdings, LLC
Director, Officer, Memphis Bar Association
Director, Mid-South Commercial Law Institute (resigned prior to appointment in October 2020)
Director, Officer, High Point Terrace Community Development Corporation (resigned prior to appointment in September 2020)
Trustee, Trust #1 (No reportable assets for Part VII or income for Part III-A)
Officer, Owner, Member, WHT Holdings, LLC
Director, Officer, Memphis Bar Association
Director, Mid-South Commercial Law Institute (resigned prior to appointment in October 2020)
Director, Officer, High Point Terrace Community Development Corporation (resigned prior to appointment in September 2020)
Trustee, Trust #1 (No reportable assets for Part VII or income for Part III-A)
Officer, Owner, Member, WHT Holdings, LLC
Director, Officer, Memphis Bar Association
Director, Mid-South Commercial Law Institute (resigned prior to appointment in October 2020)
Director, Officer, High Point Terrace Community Development Corporation (resigned prior to appointment in September 2020)
Liability — Bank of New York Mellon (BONY) — Mortgage on Rental Property #1, Springdale, AR
Liability — Bank of New York Mellon (BONY) — Mortgage on Rental Property #1, Springdale, AR
Liability — Bank of New York Mellon (BONY) — Mortgage on Rental Property #1, Springdale, AR
Liability — Bank of New York Mellon (BONY) — Mortgage on Rental Property #1, Springdale, AR
Liability — Bank of New York Mellon (BONY) — Mortgage on Rental Property #1, Springdale, AR
Income — 2020 — Baker Donelson (Salary thru October 15-i.e. prior to appointment) — $110,826.89
Income — 2020 — Baker Donelson (Salary thru October 15-i.e. prior to appointment) — $110,826.89
Income — 2020 — Baker Donelson (Salary thru October 15-i.e. prior to appointment) — $110,826.89
Income — 2020 — Baker Donelson (Salary thru October 15-i.e. prior to appointment) — $110,826.89
Income — 2020 — Baker Donelson (Salary thru October 15-i.e. prior to appointment) — $110,826.89
Spouse's income — 2020 — Revid Investments (1099 Income)
Spouse's income — 2020 — Revid Investments (1099 Income)
Spouse's income — 2020 — Revid Investments (1099 Income)
Spouse's income — 2020 — Revid Investments (1099 Income)
Spouse's income — 2020 — Revid Investments (1099 Income)
Although I am trustee of Trust #1, I receive no income nor do I have a beneficial interest in the principle or income from the trust. Therefore, there are no
reportable assets.
Part VII, Item 7: Promissory Note is related to probate estate and sale of decedent's corporation to Smith & Taylor (Person Reporting holds 1/3 interest in
promissory note receivable as beneficiary of probate estate and receives principle payments and interest per terms of promissory note).
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.