Thomas Rawles Jones jr
2013Annual
Ask Donna
Pull out the substance of this filing.
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.