Mary Jo Heston
2016Initial
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Pull out the substance of this filing.
What was filed
6
investments
1
positions
0
gifts
2
agreements
3
debts
0
reimbursements
2
income
0
spouse income
Named parties
- Estate of Estate #1
- Sound Credit Union
- Morgan Chase
- Hilton Grand Vacation Club
- Salary from former law firm, Lane Powell PC
As filed
Amencan Funds American Balanced R6* — None
JP Morgan Large Cap Growth R6* — None
WF/Blackrock S&P MidCap Index CIT N* — None
MetLife Comushares+ — Int/Div
Estate #1-Wells Fargo Bank Account — Interest
Shareholder interest in Lane Powell PC, my former firm — Interest
Admumstrator of Estate #1, Estate of Estate #1
Agreement — 2016 — Lane Powell PC 401K Profit Sharing Plan with former law firm, Managed by Wells Fargo
Agreement — 2016 — Shareholdings in Lane Powell PC, prior employer (paid out in March 2017)
Liability — Sound Credit Union — Line of Credit
Liability — Morgan Chase — Credit Card
Liability — Hilton Grand Vacation Club — Loun for Vacation Club
Income — 2016 — Salary from former law firm, Lane Powell PC — $205,142.34
Income — 20158 — Salary from former law firm, Lane Powell PC — $258.596.35
Part VII NOTES.
* Euch of the listed funds except for the Met Life Compushares are held in the Lune Powell 401(k) Plan
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.