Jane Branstetter Stranch
2012Annual
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What was filed
59
investments
1
positions
0
gifts
2
agreements
1
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Trust #3
- First Bank
- International Brotherhood of Teamsters
- Self-employed attorney
As filed
Telecom Argentina Stock — Int/Div
Bank of America Accounts — Interest
Capstar Bank Account (X) — Interest
UBS Fmancial Services, Inc. Accounts (H)
UBS Bank USA Deposit Account — Interest
American Funds Capital Income Builder Fund — Int/Div
IRA Z — Interest
IRA#2 — Interest
Regions Financial Corp. Stock — Int/Div — Sold
Scolar Pharma. Inc. Stock — Int/Div
Piedmont Natural Gas Stock — Int/Div
Capstar Bank Stock — None
Rental Property, Nashville, TN (1993. 395.000) — Rent
UBS Financial Services, Inc. Pension Plan #1 — None
John Hancock USA Pension Plan 42 (H)
Oppenheimer Developing Mkt — None
T. Roe Price Health Sci — None
Legg Mason Clear Br Agg. Growth — None
Energy — None
Intl Small Cap Fund — None
EwroPacific Growth Fund — None
Columbia Value & Restructuring (Y)
Davis New York Venture — None
Real Est. Securities Fund — None
Capital Appreciation Fund — None
John Hancock Disciplined Value (X) — None
UBS Financial Services, Inc. Pension Plan Ws — None
John Hancock USA Pension Plan 24 (H)
Lifestyle Aggressive — None
Oppenheimer Developing Mkt — None
T. Roe Price Health Sci — None
Legg Mason Clear Br Agg, Growth — None
Energy — None
Intl Small Cap Fund — None
EuroPacific Growth Fund — None
Columbia Value & Restructuring (Y)
Davis New York Venture — None
Capital Appreciation Fund — None
John Hancock Disciplined Value (X) — None
Memphis Partners — Int/Div
Branstetter Family Partners (H)
Bank of Nashville Accounts — Interest
Investment Property, Nashville. TN (Appraisal 4/09) — None
Trust #2, real property Nashville, TN (2005-8, S282.000) — None
Trust #3 (H)
UBS Bank USA Deposit Account — Interest
American Funds Capital Income Builder Fund — Int/Div
Virtus Premium Alpha Sector A Fund — Int/Div
Virtus 1st Purchase — Buy (add'l)
Virtus 2nd Purchase — Buy (add'l)
Trust #4 (H)
Investment Property, Nashville, TN (Appraisal 409) — None
Trust #5 (H)
Investment Property, Nashville, TN (Appraisal 4/09) — None
Trust #6 (H)
Investment Property, Nashville. TN {Appraisal 4/09) — None
Trust #7 (H)
Investment Property, Nashville, TN (Appraisal 4/09) — None
Northwestern Mutual: Whole Life Policy — Int/Div
Co-Trustee, Trust #3
Agreement — 112126768 — Branstetter, Stranch & Jennings, PLLC Profit Sharing Plan with former law firm, no coatrol
Agreement — 2000 — Branstetter, Stranch & Jennings law firm, payment of value of mterest m fees to be collected at the end of litigation for work done before leaving the firm
Liability — First Bank — Mortgage on Rental Property #1, Nashville, TN (Part VII, line 24)
Reimbursement — International Brotherhood of Teamsters — August 20, 2012 to August 23, 2012 — San Francisco, CA — Speaker — Transportation only
Spouse's income — 2012 — Self-employed attorney
All Part VII, references by line listed below:
1. Line 2 is an account | opened at Capstar Bank at the end of 2011 but inadvertently failed to include on the 2011 reporting form
2. Line 15 (Line 14 on 2011 report) is a retirement account with investments selected by the manager bused on categories of investment risk I choose. Line 22 on
the 2011 & 2012 reports was deleted by the manager and Line 26 was added.
3, Line 28 (Line 27 on 2011 report) is a retirement account with investments selected by the manager based on categories of investment risk
chooses,
Line 36 on the 2011 & 2012 reports was deleted by the manager and Line 39 was added.
4. Line 43 on 2011 report, Trust #2 contains gifts of percentage ownership in real property given over time from 2005 to 2008. The value as deeded is as follows:
2005 - $66,000
2006 - $72,000
2007 - $72,000
2008 - $72,000
Total $282,000
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.