Holly B. Fitzsimmons

2011Annual

Ask Donna

Pull out the substance of this filing.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.