Michael Francis Urbanski
2013Annual
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Pull out the substance of this filing.
What was filed
45
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
2
spouse income
Named parties
- Depart of Transp
- Family Trust #1
- Virgina CLE
- UVA Law School
- Part-Time Employee - ooo / self-employed gardener (occasional)
- Part-Time Employee - The Second Yard, Ing
As filed
Wells Fargo Bank (accounts) — Interest
Grayson Bankshares, Inc — None
Shenandoah Life Insurance Co. - Whole Life — Interest
MetLife Policvholder Trust — Int/Div
Real Estate/Carroll Co., VA (1/2 int) (see Part VIII) — None — Sold (part) — Depart of Transp
AXA bBquitable/ Multmanager Aggressive Equity Fund — Int/Div
Northwestern Mutual - Ordinary Life — Int/Div
Northwestern Mutual - Custom Comp Life — Int/Div
Northwestern Mutual - Term to Age 65 — Int/Div
Northwestern Mutual - Whole Life — Int/Div
Northwestern Mutual - 65 Life (see Part VII) (y)
Northwestern Mutual - 65 Life (see Part VII) (vy)
USAA Subscriber's Account * (x) — Distribution
Fairpoint Communications, Inc. FRCMQ * x) — None — Sold
Dominion Resources. Inc. D * (x) — Int/Div — Sold
Frontier Comm. Corp. FTR * (x) — Int/Div — Sold
USAA S&P S00 Index Fund USSPX * (x) — Int/Div — Sold
USAA Tax Exempt Inter. Term Fund USATX * (x) — Int/Div — Sold
USAA Tax Exempt Virginia Bond Fund USVAX * (x) — Int/Div — Sold
USAA Life Ins. Co. Annuity * (x) — Interest
USAA Life Ins. Co. Annuity * (x) — Interest
USAA Life Ins. Co. Annuity * (x) — Interest
Wells Fargo Advisors Cash Account * (x) — Interest
Invt Mngrs Cir Coast Ins CCONX * (x) — Int/Div — Buy
Invt Mngrs Cir Coast Ins CCONX * (x) — Buy (add'l)
Invt Mngrs Cir Coast Ins CCONX * (x) — Buy (add'l)
Federated Strt Flu Inst] SVAIX * (x) — Int/Div — Buy
Federated Strt Flu Inst] SVAIX * (x) — Buy (add'l)
Goldman Sachs Satllt Prt GXSIX * (x) — Int/Div — Buy
Goldman Sachs Satllt Prt GXSIX * (x) — Buy (add'l)
Goldman Sachs Satllt Prt GXSIX * (x) — Buy (add'l)
Ivy High Income Fd1 IVHIX * (x) — Int/Div — Buy
Ivy High Income Fd1 IVHIX * (x) — Buy (add'l)
Ivy High Income Fd1 IVHIX * (x) — Buy (add'l)
Legg Mason Clrbrdg Age SAGYX *(x) — Int/Div — Buy
Legg Mason Clrbrdg Age SAGYX *(x) — Buy
Lord Abbett Intl Div Incm Fd C1 LIDFX * x) — Int/Div — Buy
Lord Abbett Intl Div Incm Fd C1 LIDFX * x) — Buy
Thomburg Dev, Wrld Inst THDIX * (x) — Int/Div — Buy
Thomburg Dev, Wrld Inst THDIX * (x) — Buy (add'l)
Touchstone Mid Cap Inst. TMCPX * (x) — Int/Div — Buy
Touchstone Mid Cap Inst. TMCPX * (x) — Buy (add'l)
CUNA Mutual Members Variable Annuity x) — Int/Div
Ist Advantage Federal Credit Union: Accounts * (x) — Int/Div
American General Life Insurance - Whole Life * (x) — Int/Div
Co-Trustee, Family Trust #1
Reimbursement — Virgina CLE — 01/09/2013 01/1203 — Charlottesville, VA — National Trial Advocacy College — Meals, Lodging, Transportation
Reimbursement — UVA Law School — 02/22/2013 02/23/2013 — Charlottesville, VA — Moot Court Tournament — Meals, Lodging
Spouse's income — 2013 — Part-Time Employee - ooo / self-employed gardener (occasional)
Spouse's income — 2013 — Part-Time Employee - The Second Yard, Ing
Part VII Investments and Trusts, Line 5 — One-half interest in real estate in Carroll County, Virginia. The assessed value of the entire parcel is $165,300. Part of
the acreage was sold on 04/16/2013 to the Virginia Department of Transportation.
Part VII Investments and Trusts, Lines 11 and 12 — These items are life insurance policies on J. During 2013, the
ownership deisgnation for the policies was chunged to their names. | no longer own these policies.
Part VII Investments and Trusts, Lines 13 - 45 — All of these assets, indicated with an asterisk, are owned by Family Trust #1. | became a trustee of this trust for a
member of my family on June 11,2013,
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.