David Robert Duncan
2017Annual
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Pull out the substance of this filing.
What was filed
11
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
1
income
0
spouse income
Named parties
- Rollover to TSP
- University of South Carolina School of Law
- SC Bankruptcy Law Association
- Turnaround Management Association Carolinas
- USC School of Law teaching stipend
As filed
Bank of America accounts — Interest
IRA 1 AllianceBemstein Growth A — Int/Div
IRA lAllianceBernstein Large Cap Growth A — Int/Div
IRA I AllianceBernstein Thematic Growth A — Int/Div
IRA 2 AllianceBemstein Growth A — Int/Div — Closed — Rollover to TSP
IRA 2 AllianceBemstein Large Cap Growth A — Int/Div — Closed — Rollover to TSP
IRA 2 AllianceBernstein Thematic Growth A — Int/Div — Closed — Rollover to TSP
Canada Universal Life Insurance policy formerly Crown Life - universal — Interest
United States Savings Bonds — Interest
South Carolina Tuition Prepayment Plan — Interest
1/35 interest in 70 acres Mercer and Summers WV — None
Adpmunct Professor, University of South Carolina School of Law
Reimbursement — SC Bankruptcy Law Association — April 7 - April 9, 2017 — Asheville, NC — Semmar — Lodging, registration, meals
Reimbursement — Turnaround Management Association Carolinas — December 4, 2017 — Charlotte, NC — speaking engagement — Milage reimbursement
Income — 517 — USC School of Law teaching stipend — S10.000.00
VIL Items 2 - 4 All dividends, come and capital gains are reinvested.
VIL Items 5 - 7 All dividends, income and capital gains were reinvested prior to closing accounts, Closed and all funds directly rolled over into qualified account -
federul TSP account,
VIL Item K - The life msurance company name was changed from Crown Life to Canada Life. There was no change to the asset other than the change of the
company name.
VII Item 10 This account was established to prepay college tuition Is, Fn has no funds left for tition (Spring 2018tuition having been
paid in December 2017 - all 8 semesters used) und [0000000 has 2 semesters of prepaid tuition available (school year 2018-2019).
VIL Item 11 C2 Stepped up basis inherited property.
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