Holly B. Fitzsimmons
2012Annual
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Pull out the substance of this filing.
What was filed
17
investments
2
positions
1
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Federal Magistrate Judges Assocation
- Raymond E., Baldwin Inn of Court
- Group of former law clerks
- 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 — Interest
Citizens Bank acct — Interest
Emigrant Direct savings acct (Y)
Newtown Savings Bank accts (checking and savings) — Interest
1 Rental units [0 ] — Rent
Ameriprise One acct (lines 11-12)
ATT common stock — Int/Div
Ameriprise Insured Money Market fund — Interest
Roth IRAs, in Ameriprise Insured MM Accs — Interest
RiverSource Life Ins. Co. (lines 15-16)
RVS Retirement Advantage Plus VA, VP mod aggressive — None
IRAs (same type as line 15) — None
Naugatuck Valley S&L checking acct — Interest — Closed
Balletin Editor, Federal Magistrate Judges Assocation
President, Raymond E., Baldwin Inn of Court
Gift — Group of former law clerks — Judicial Robe to commemorate anmversary on bench
Reimbursement — Practicing Law Institute (PLI) — 5/212012 — New York City — teach at CLE for attomeys — trunsportabion, meals, hotel
Spouse's income — self-employment as a writer; royalties on previously published works
Part 1. As previously indicated, the only remaining assets of the estates are U.S. savings bonds. The total interest income generated 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 V. 1 do not know specifically which of my clerks contributed to this gift, or how much they paid, either individually or for the robe, It was presented as a
group gift.
Part VII
The listing of assets held through various Ameriprise entities (lines 10 through 16 ) has been organized under two headings, the Ameriprise One
account (lines 10-12); and RiverSource Life Insurance Company (lines 14-16). The two Roth IRAs listed on line 13 are in an Ameriprise Brokerage account.
Lines 12 and 13 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 15 and 16. These are variable annuities which do not generate "income" but increase (or decrease) m value depending on investment performance. Both the
annuity listed on Line 15 and the two IRA annuities listed on Line 16 increased in value in 2012; the ga
value for the former was D; for the latter combined,
also D.
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.