Holly B. Fitzsimmons
2011Annual
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What was filed
18
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Federal Magistrate Judges Assocation
- Raymond E., Baldwin Inn of Court
- Practicing Law Institute (PLI)
- self-employment as a writer; royalties on previously published works
As filed
ATT common stock — Int/Div
FLR common stock — Int/Div
WGO common stock — Int/Div
WBS common stock — Int/Div
TD Bank North account — None
Citizens Bank acct — Interest
Emigrant Direct savings acct — Interest
Newtown Savings Bank accts (checking and savings) — Interest
Ameriprise One acct (lines 11-12)
ATT common stock — Int/Div
Ameriprise Insured Money Market fund — Interest
Ameriprise Brokerage Co. (line 14)
2 Roth IRAs, in Ameriprise Insured MM Accts — Interest — contribs
RiverSource Life Ins. Co. (lines 16-17)
RVS Retirement Advantage Plus VA, VP mod aggressive — None
2 IRAs (same type as line 16) — None
Naugatuck Valley S&L checking acct — Interest
Balletin Editor, Federal Magistrate Judges Assocation
President, Raymond E., Baldwin Inn of Court
Reimbursement — Practicing Law Institute (PLI) — 5/23/11 — New York City — teach at CLE for attomeys — transportation, meals
Spouse's income — self-employment as a writer; royalties on previously published works
Part |. As previously indicated, the only remaining assets of the 2 estates are U.S. savings bonds. The total interest income received annually does not reach the
reporting threshold; the aggregate value is J, but no individual bond has a value that reaches the reporting threshold,
Part VII
The listing of assets held through various Ameriprise entities (lines 10 through 17 ) has been organized under three headings, (1) Ameriprise One
account;
(2) Ameriprise Brokerage account;
(3) RiverSource Life Insurance Co,
Lines 12 and 14 These AIMMA funds are held by Ameriprise at American Express Centurion Bank and at Amex Bank, NY Community Bank, Capital One
Bank, Ameriprise Bank and SunTrust. | have no input into where the funds are deposited.
Lines 16 and 17. These are variable annuities which do not generate “income” but increase (or decrease) in value depending on investment performance. Col. B
is blank because all decreased in value between the first and last days of 2011,
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.