# Thomas Rawles Jones jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4493

## Record

- **Judge:** Thomas Rawles Jones jr
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 8

## Text

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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4493. Public record. Not legal advice.
