Clarence Cooper
2013
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Pull out the substance of this filing.
What was filed
12
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Fulton County Pension Board/Pension Income
- Teacher Retirement System of Georgia/Pension Income
As filed
Wells Fargo Money Market Savings — Interest
Wells Fargo Retirement Account (Traditional IRA) — Int./Div.
Hartford Mutual Fund
Wells Fargo Checking (Crown Account) — Int./Div.
Wells Fargo (American General Life Insurance Annuity) — Interest
Morgan Stanley Brokerage Account
GE Stock (common)/Money Market Cash Account — Int./Div.
Capitol City Bank & Trust (CD) — Interest
Citizens Bancshares Corporation (Y)
MetLife Computershare MetLife Policyholder Trust (X) — Int./Div.
Morgan Stanley (Traditional IRA) (Money Market) (See Part VIII) — Int./Div.
Bank of America Account (See Part VIII) — Interest
Income — 2013 — Fulton County Pension Board/Pension Income — $29,394.00
Spouse's income — 2013 — Teacher Retirement System of Georgia/Pension Income
The information in Block 2 has been amended to identify the Court more specifically.
Block 5a. now correctly identifies the "Report Type" as an "Annual" report, rather than an "Initial" report.
Block 5b. indicates that this is an "Amended Report."
In Part III A., the date has been changed from 2012 to 2013 to reflect the correct date that the filer's non-investment income was received. Additionally, the type of
income is now specified as "Pension Income." Finally, the amount of the income has been changed from $27,707.00 to $29,394.00 to accurately reflect the non-
investment income received during the applicable reporting period.
In Part III B., the date has been changed from 2012 to 2013 to reflect the correct date that the non-investment income was received. Additionally, the
source of the income has been changed from "Fulton County Board of Education" to "Teacher Retirement System of Georgia" to identify the correct name of the
source of the income. Finally, the type of income is now specified as "Pension Income."
In Part VII, the asset previously listed on line 1 as "Wells Fargo Bank" is now more specifically described as "Wells Fargo Bank Money Market Savings" to
make the asset readily identifiable to the reader. Additionally, the type of income has been changed from "Int./Div." to "Interest" to report the type of income
accurately. Finally, the gross value of this asset has been modified to reflect the gross value as of the end of the applicable reporting period.
In Part VII, the asset previously listed on line 2 as "Wells Fargo Retirement Acct" is now more specifically described as "Wells Fargo Retirement Account
(Traditional IRA)" to make the asset readily identifiable to the reader. Additionally, the gross value of this asset has been modified to accurately reflect the gross
value as of the end of the applicable reporting period. Line 3 specifies that this traditional IRA is invested in the Hartford Mutual Fund.
In Part VII, the asset previously listed on line 3 as "Wells Fargo Checking" is now listed on line 4 and more specifically described as "Well Fargo Checking Crown
Account" to make the asset readily identifiable to the reader.
In Part VII, the asset previously listed on line 4 as "WElls Fargo Capital Investments" is now listed on line 5 and more specifically described as "Wells Fargo
(American General Life Insurance Annuity)" to make the asset readily identifiable to the reader. Additionally, the type of income has been changed from "Int./
Div." to "Interest" to report the type of income accurately for the applicable reporting period. Finally, the gross value of this asset has been modified to reflect the
gross value as of the end of the applicable reporting period.
In Part VII, the asset previously listed on line 5 as "Morgan Stanley Smith Barney Brokerage" is now listed on line 6 and identified as "Morgan Stanley Brokerage
Account." The reason for the change in the account name is believed to be a corporate reorganization that occurred in 2012.
In Part VII, the asset previously listed on line 6 as "Money Market Cash Account" has been combined with the asset previously listed on line 7 as "General Electric
Stock," and they now appear together on line 7. The assets have been combined because the money market account is used to pay brokerage fees and to fund
the investment in the General Electric Stock, which is now more specifically described as "GE Stock (common)" to indicate the type of holding. The filer and
his spouse do not access the money market account or receive income from the money market account separate and apart from the income received from the
investment in the GE Stock. Additionally, the type of income has been changed from "Distribution" to "Int./Div." to report the type of income accurately for the
applicable reporting period.
In Part VII, the asset previously listed on line 8 as "Capital Bank & Trust" is now more specifically described on line 8 as "Capitol City Bank & Trust (CD)" to
spell the bank's name correctly and to make the asset readily identifiable to the reader. Additionally, the type of income has been changed from "Int./Div." to
"Interest" to report the type of income accurately for the applicable reporting period.
In Part VII, the asset previously listed on line 9 as "Citizen Bancschares Corporation" is now more specifically described on line 9 as "Citizens Bancshares
Corporation Computershares (Y)" to correctly spell the name of the asset, to make the asset more readily identifiable to the reader, and to indicate that the asset
does not meet the qualifying requirement for the applicable reporting period.
In Part VII, "MetLife Computershare MetLife Policyholder Trust" and the other information pertaining to the income and value have been added on line 10, as this
asset and the associated information were inadvertently omitted from the report previously submitted for this reporting period. This asset became reportable on
August 9, 2013.
In Part VII, "Morgan Stanley (Traditional IRA) (Money Market)" and the other information pertaining to the income and value have been added on line 11, as this
asset and the associated information were inadvertently omitted from the report previously submitted for this reporting period and should have been disclosed
along with the other Morgan Stanley accounts. This IRA is invested in a cash-equivalent account; accordingly, no further information is disclosed.
In Part VII, "Bank of America Account" and the other information pertaining to the income and value have been added on line 12, as this asset and the associated
information were inadvertently omitted from the report previously submitted for this reporting period.
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.