Jane Branstetter Stranch
2013Annual
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Pull out the substance of this filing.
What was filed
63
investments
1
positions
0
gifts
2
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Trust #3
- Self-employed attorney
As filed
Bank of America Accounts — Interest
Capstar Bank Account — Interest
UBS Fmancial Services, Inc. Accounts (H)
UBS Bank USA Deposit Account — Interest
American Funds Capital Income Builder Fund — Int/Div
Virtus Emerging Mkts Opportunities Fund 1X) — Int/Div
Virtus Premium Alpha Sector Fund A (X) — Int/Div
Virtus Multi-Sector Short-Term Bond (X) — Int/Div
ISHARES Silver Trust (X)
SPDR Gold Trust (X)
IRA #] — Interest
IRA #2 — Interest
Telecom Argentina Stock — Int/Div
Scolar Pharma, Inc. Stock — Int/Div
Piedmont Natural Gas Stock — Int/Div
Capstar Bank Stock — None
Rental Property, Nashville, TN (1993. $395,000) — Rent
UBS Financial Services, Inc. Pension Plan #1 — None
John Hancock USA Pension Plan #2 (H)
Oppenheimer Developing Mkt — None
T. Roe Price Health Sci — None
Legg Mason Clear Br Agg, Growth — None
Energy — None
Intl Small Cap Fund — None
EuroPacific Growth Fund — None
Davis New York Venture — None
Real Est. Securities Fund — None
Capital Appreciation Fund — None
John Hancock Disciplined Value — None
UBS Financial Services, Inc. Pension Plan “3 — None
John Hancock USA Pension Plan #4 (H)
Lifestyle Aggressive — None
Oppenheimer Developing Mkt — None
T. Roe Price Health Sci — None
Legg Mason Clear Br Agg, Growth — None
Energy — None
Intl Small Cap Fund — None
EuroPacific Growth Fund — None
Davis New York Venture — None
Capital Appreciation Fund — None
John Hancock Disciplined Value — None
Memphis Partners — Int/Div
Branstetter Family Partners (H)
Bank of Nashville Accounts — Interest
Investment Property, Nashville, TN (Appraisal 4/09) — None
Trust #2, real property Nashville, TN (2005-8. $282.000) — None
Trust #3 (H)
UBS Bank USA Deposit Account — Interest
American Funds Capital Income Builder Fund — Int/Div
Virtus Premium Alpha Sector A Fund — Int/Div
Virtus Premium Alpha 1st Purchase — Buy (add'l)
Virtus Premium Alpha 2nd Purchase — Buy (add'l)
Virtus Emerging Markets Opportunities Fund (X) — Int/Div
Virtus Emerging Markets 1st Purchase — Buy (add'l)
Trust #4 (H)
Investment Property, Nashville. TN {Appraisal 4/09) — None
Trust #5 (H)
Investment Property, Nashville, TN (Appraisal 4/09) — None
Trust #6 (H)
Investment Property, Nashville. TN {Appraisal 4/09) — None
Trust #7 (H)
Investment Property, Nashville, TN (Appraisal 4/09) — None
Northwestern Mutual: Whole Life Policy — Int/Div
Co-Trustee, Trust #3
Agreement — 12/26/68 — Branstetter, Stranch & Jennings, PLLC Profit Sharing Plan with former law firm, no coatrol
Agreement — 2010 — Branstetter, Stranch & Jennings law firm, payment of value of mterest m fees to be collected at the end of litigation for work done before leaving the firm
Spouse's income — 2013 — Self-employed attorney
Part VI Liabilities:
1. Line 1, that indicated on the 2012 report that no value was owed as of 12/31/12, was removed on this report because the liability was paid off during 2012.
All Part VII, references by line listed below:
1. Line 6 on this report references a fund that | inadvertently fuiled to include on the 2012 report. The fund was purchased on 3/14/12 with a purchase value code
of K.
2. Line 7 on this report references a fund that | inadvertently failed to include on the 2012 report. The fund was purchased on 3/14/12 with a purchase value code
of M.
3. Line 8 on this report references a fund that 1 inadvertently failed to include on the 2012 report. The fund was purchased on 3/14/12 with a purchase value code
of K.
4. Line 9 on this report references a fund that | inadvertently failed to include on the 2012 report. The fund was purchased on 3/14/12 with a purchase value code
of J.
5. Line 10 on this report references a fund that inadvertently failed to include on the 2012 report. The fund was purchased on 3/14/12 with & purchase value code
of 1.
6. Line 46 on this report, Trust #2 contains gifts of percentage ownership in real property given over time from 2005 to 2008. The value as deeded is as follows:
2005 - $66,000
2006 - $72,000
2007 - $72,000
2008 - $72,000
Total $282,000
7. Line 53 on this report references a fund that | inadvertently failed to include on the 2012 report. The fund was purchased on 12/19/12 with a purchase value
code of K.
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.