Thomas Rawles Jones jr

2013Annual

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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

  • 34

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • UNIVERSITY OF MARYLAND - 00 SALARY

As filed

Putnam Asset Allocation Growth Fund — Int/Div

Alger Balanced Fund — Int/Div

AIM Basic Value Fund — Int/Div

MFS Total Return Fund — Int/Div

Strong Advantage Fund — Int/Div

AIM Cash Reserves Fund — Int/Div

Columbia Cash Reserves Fund — Int/Div

AIM Global Growth Fund — Int/Div

Alliance Growth Fund — Int/Div

Davis NY Venture Fund — Int/Div

Oppenheimer Global Fund — Int/Div

Davis NY Venture Fund — Int/Div

TIAA/CREF Ret Equities Fund — Int/Div

Nations Gov't Securities Fund — Int/Div

Columbia Cash Reserves Fund — Int/Div

Vanguard Federal Money Market Fund — Int/Div

Vanguard International Growth Fund — Int/Div

Vanguard International Value Fund — Int/Div

Vanguard Pacific Stock Inex Fund — Int/Div

Vanguard Growth Equity Fund — Int/Div

Vanguard Short-Term Treasury Adm — Int/Div

Fidelity Small Cap independence Fund — Int/Div

Fidelity Growth Company Fund — Int/Div

Fidelity Select Banking Portfolio Fund — Int/Div

Fidelity Cash Reserves Fund — Int/Div

Berkshire Hathaway class B — Int/Div

BB&T Bank — Int/Div

Bank of America — Int/Div

General Electric Company — Int/Div

Simon Property Group — Int/Div

Bank of America CD — Interest — Redeemed

Bank of America Estate Acct — None — Closed

Edward Jones Money Market Acc't — None — Distnbuted

Cedar Fair L.P. (Value of asset dropped below S1.000 in 2014 - closed) — Int/Div — Sold

Spouse's income — 2013 — UNIVERSITY OF MARYLAND - 00 SALARY

The asset listed in Line 31 (value code "L") was acquired in 2012 using proceeds from an inheritance, and was inadvertently omitted from my 2012 report. 1 will

file an amended report for 2012 to reflect this if required.

The “Bank of America Estate™ account listed at line 72 of my 2012 report was used to manage Estate #1 of which I was executor. The “Edward Jones

Money Market” account listed at Line 42 of my 2012 report existed as part of Trust #1, connected to Estate #1, of which J and | were co-trustees.

Administration of the estate concluded by closing the bank account and paying the entire contents of the bank account, which | managed, into the money market

account, which my co-trustee managed, The co-trustees of the trust then disbursed the entire contents of the money market account to the beneficiaries of the

trust, and my co-trustee closed the money market account. Tn preparing my original 2013 report | failed to realize that these two accounts remained open past

12/31/2012, and 1 regret the error.

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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Thomas Rawles Jones jr | Frix