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.

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Jane Branstetter Stranch | Frix