# William Marcellin Hoeveler

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6633

## Record

- **Judge:** William Marcellin Hoeveler
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 8

## Text

TRUST #1
No. Trust Money Market — Interest
Checking Account - Bank of America, Coral Gables, FLL — Interest
NOW Checking Account, No. Trust Bank. Miami, FL — Interest
Bank of America (CD) — Interest — Matured
SH MFB No FDS STK Index Fund (Nosix) — Int/Div
SH MFB No Int'l Equity Index Fund I(Noinx) — Int/Div
SH MFB No Mid Cap Index Fund (Nomix — Int/Div — Sold (part) — Trust Bank
C SH Apple — Int/Div
SH MFB No. Emerging Mkt Equity Fund I{Noemx) — Int/Div — Sold (part) — Trust Bank
SH MFB No. High Yield Fixed Income Fund (NHFIX) — Int/Div
SH MFB No. FDS Global Real Estate Index FD (NGREX) — Int/Div — Buy (add'l) — Trust Bank
MFB No. Multi Mgr Sm Cap NMMSX — None — Sold (part) — Trust Bank
Honeywell Int'l Inc Sr NT -PAR — Interest
DuPont E DeNemours PAR — Interest
MFCSPDR GOLD TR GOLD SH — Sold — Trust Bank
MFO PIMCO (PCRIX) SH — Int/Div — Sold — Trust Bank
MFB NORTHERN FDS BD INDEX FD I(NOBOX) — Int/Div
MFO Vanguard Fixed Income SECS FD (VIPS) — Int/Div
MFC Flexshares Morningstar Global (GUNRY (x) — Int/Div — Buy — Trust Bank
Trust #1(S)
Davis Real Estate Fund Class B — None
Davis Financial Fund Class B — None
Eaton Vance WW Health Sciences Fund Class B — None
Oppenheimer main St. Small Cap. fund CL A — Int/Div
Putnam Health Sciences Trust CL B — Int/Div
Putnam Int'l Equity Fund CL B — Int/Div
Putnam Int'l Capital Opportunities Fund CLB — Int/Div
Citigroup Diversified Futures Fund L — None
Annuity - Nationwide Life Insurance Co — None
Federal Home Loan MTG Corp — Interest
Bunk Deposit Program - Citibank — Interest
Brokerage Acct Managed Account Smith Bamev (S) — Int/Div
CGM Roth Conversion IRA (S) Smith Bameyv
AIM Mid Cap Core Equity Fund CL A — Interest
Amencan Balanced Fund CL B — Interest
Enterprise Small Co. Value Fund CL B — Interest
Growth Fund of America CL B — Interest
Morgan Stanley KLD Social Index Fund LB — Interest
Putman Int'l Equity Fund CL B — Interest
Seligman Capital Fund CL A — Interest
Seligman Cash Mgmt Fund — Interest
Seligman Global Tech Fund CL A — Interest
dehigman Commumicatrons and Informatin fund CL A — None
Savings Account (S) 1st Nat'l Bank of So Miami — Interest
Checking Account (S) Ist Nat'l Bank of So Mimai — Interest
CC SH Eastman Kodak (S) — Interest
C SH Prudential Financial Inc (S) — Interest
BOARD OF CONTRIBUTORS, UNIVERSITY OF TEXAS, SCHOOL OF LAW "REVIEW OF LITIGATION
CO-TRUSTEE WITH NO. TRUST BANK, TRUST #1, DECLARATION OF TRUST, DATED 420000
Spouse's income — 2013 — SELF EMPLOYED « PHYSICAL THERAPIST
SECTION VIL

INVESTMENTS AND TRUSTS.

Starting with Trust #1 (S) these are my 1 holding listed below it. They are her sole financial interest and responsbility and 1 derive no interest or benefit from

them nor will | receive any interest or benefit from them. They were hers prior to the marriage and remain so.

Line 33 is listed as a managed account and line 34 is a Roth Conversion IRA, My 10 has no control over the holdings in these accounts, and 1 have no further

information on them. On Line 33 there is no name associated with it other than their report saying Managed Account. I have listed the brokerage house to help

identify it. She neither chooses what is to be sold or bought.

As stated 1 have no information on these and they are hers and I receive no interest or benefit nor

will | receive any interest or benefit from them. She also does not have any information on line 34 other than it is a Roth Conversion IRA. As stated previously,

these are not under my control and they are hers and hers alone and remain so.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6633. Public record. Not legal advice.
