Jane Branstetter Stranch

2012Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Jane Branstetter Stranch | Frix