Robert Earl Wier
2014Annual
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What was filed
7
investments
0
positions
0
gifts
1
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Bank of America
- Lexington Christian Academy -- wages
As filed
ML Bal. Cap. FD A
ML Healthcare A
Cumberland Valley Nat'l Bank: acct. (See Part VIII)
University of Kentucky Federal Credit Union: acct(Y)
Simple IRA £1 (See Part VII)
Trust #2 — Int/Div
Basic Value A
Agreement — 2006 — Partnership Dissolution Agreement, Ransdell & Wier: former law firm (See Part VIII)
Liability — Bank of America — credit card
Spouse's income — 2014 — Lexington Christian Academy -- wages
As to Part |, this is reported as Trust #2. A previously disclosed Trust #1 ended as reported in prior disclosures.
As to Part 11, 1 anticipate not reporting this Agreement in the future, It (as an LLC dissolution agreement from over 9 years ago) has not been the source of any
activity in several years and, as a practical matter, is at an end,
As to Part VII, column 1, this account was below a reportable amount throughout and was simply closed during the year.
As to Part VII, column 3, this Simple IRA was liquidated as reflected in the transactions identified in last year's (calendar 2013) report. Those sales liquidated all
holdings in and thus closed the IRA in the prior reporting year,
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