James S Starzynski
2011Annual
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What was filed
33
investments
5
positions
0
gifts
1
agreements
2
debts
0
reimbursements
0
income
0
spouse income
Named parties
- and other (see vin
- Part VII
- James S. Starzynski, PLA, tha Starzynski & Strauser, PA, fka Francis & Starzynski, P.A. Firm not in business.
- American Bankruptcy Institute
- National Conference of Bankruptcy Judges
- Trust #
- Informal probate estate » Bernalillo County Probate Court, NM
- CitiMortgage (bought ABN-Amro Mortgage Group, Inc.)
- CinMortgage
As filed
Vanguard Windsor 11 mutual fund stock — Int/Div
Vanguard Windsor Il mutual fund stock — Int/Div
Vanguard Windsor Il mutual fund stock — Sold (part)
Vanguard Windsor 11 mutual fund stock — Sold (part)
Vanguard Windsor 11 mutual fund stock — Sold (part)
Vanguard Windsor 11 mutual fund stock — Sold (part)
Vanguard Windsor Il mutual fund stock — Sold (part)
Vanguard Windsor Il mutual fund stock — Sold (part)
Vanguard Windsor Il mutual fund stock — Sold (part)
Vanguard Windsor Il mutual fund stock — Sold (part)
Vanguard Windsor Il mutual fund stock — Sold (part)
Vanguard Windsor Il mutual fund — Int/Div
Vanguard Windsor Il mutual fund stock — Int/Div
FNIC) Fidelity Advisor Growth Opportunities Class A mut — None — none
FNIC) Fidelity Adv'r(Focus) Health Care Class A mut fun — None — none
FNIC) Fidelity Adv'r Intl Cap. Appreciation Class A mut fun — None — none
PERA of NM Deferred Comp — None — None
PERA of NM Money Plan — None — Noue
Flat, Newmarket, Suffolk, England (now own 1/2) — Reat — None — and other (see vin
Estates rental agency account (same as #13) — Rent — Noune — and other (see vin
Rental house#1 in ABQ, NM - 23 Aug 2002 = S108.000 — Rent — Noue — Part VII
Rental house#2 in ABQ, NM -5 Mar 2004 £399.000 — Reat — Part VII
Compass Bank acct #2 — None — Closed — Part VII
Compass Bank acct #5 — None — Part VII
Compass Bank acct 26 — None — Closed — Part VII
Bank of ABQ 2006 probate acct #1 {trust asset) — None — Part VII
Southern Co. (trust asset) — Int/Div — Part VII
Southern Co. {trust asset) — Int/Div — Part VII
Southern Co. (trust asset) — Int/Div — Part VII
Southern Co. (trust asset) — Int/Div — Part VII
Omega Flex Inc. (trust asset) — None — Part VII
Visteon Corporation {trust asset) — None — Part VII
Land in Bernalillo County, NM (trust asset) $10,000 — None
President, sole sharcholder and employee, James S. Starzynski, PLA, tha Starzynski & Strauser, PA, fka Francis & Starzynski, P.A. Firm not in business.
Member, American Bankruptcy Institute
Member, National Conference of Bankruptcy Judges
Co-trustee of trust, Trust #
Personal representative: apptd 23 Oct 06, Informal probate estate » Bernalillo County Probate Court, NM
Agreement — 081498 — James S. Starzynski, P.A. for disposition of remaming assets of corporation {1990 written agreement or subsequent informal agreement with (cont'd. Part 8)
Liability — CitiMortgage (bought ABN-Amro Mortgage Group, Inc.) — Mortgage on rental property, ABQ, NM
Liability — CinMortgage — Mortgage now for sale or rent, ABQ, NM
Part II (Agreements): (cont. ) former co-sharcholder in firm.
Part VII {Investments and Trusts), lines 19 and 20 (flat, Newmarket, Suffolk, England, together with associated rental receipts and expenditures account held by
Estates): Flat transferred in CY 2005 (see Self Initiated Amendment [letter] dated May 30, 2007 to the Committee) from estate heir to filer and one other
family member in equal shares who continue to hold the property jointly, My reports have continuously identified the method of valuation as “estimated”, In CY
2006, filer obtained from the rental agency (which also functions as a real estate brokerage/sales office) an expert estimate of the value of the real estate, which
value, was within the range of $100,000 to $250,000 for the filer. All values shown are for the file's 1/2 interest. Rent is paid monthly by renters, and is currently
about $1.400/month
Part VIII (Investments and Trusts), line 21: rent is paid monthly - $750,
Part VII (Investments and Trusts), line 22 (on CY 2010 report, wis on line 24): Another
purchased on June 17, 2009, so this one became a non-residence.
In consultation with 4 real estate agent, we estimate the value is about $500,000. This is the property liability listed in Part VI, #2. Income from this rental
property is being deposited in Compass checking acct #5
Rent is paid montly, currently $1200.
Part VII (Investments and Trusts), line 23: Compass checking acct #2
was the account into which the rental proceeds from the ABQ, NM rental property #1
(line 19; see Part V1, #1) were deposited. The funds in that account were periodically withdrawn to pay expenses incurred in connection with the rental property
and occasionally for deposit into another checking account (Compass checking sect # 5
On December 16, 2009, the account was closed and the balance of
$129 was transferred to Compass checking acct #5
listed on line 24. An amendment to the CY 2009 report (filed in CY 2010) is beg filed.
Part VII (Investments and Trusts), line 24: Compass checking acct 45
is the one remaining Compass checking account still open of the six that were open at
one time. This account had been randomly designated as the “Sth”,
Part VII {Investments and Trusts), line 25: Compass checking acct #6
was another smil account. On December 16, 2009, the account was closed and the
balance of $29 was transferred to Compass checking acct #5
, listed on line 22. An amendment to the CY 2009 report (filed in CY 2010) is being filed.
Part VII {Investments and Trusts), line 26: Bank of ABQ 2006 probate acct #1
used for deposit of funds from liquidation of estate, for periodic distributions
to estate heirs (none in CY2011), and payment of expenses of estate.
Part VII (Investments and Trusts), line 27: (Southern Company) -- values determined by consulting, on 05/13/2011, historical stock prices chart at company
website.
Part VII (Investments and Trusts), line 31: (Omega Flex, Inc.) —- values determined by consulting, on 05/13/2011, historical stock prices chart at company website,
Part VII {Investments and Trusts), line 32: (Visteon) -- vilues determined by consulting, on 05/13/2011, historical stock prices chart at company website.
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.