Brian T. Fenimore

2017Initial

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What was filed

  • 35

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 3

    income

  • 1

    spouse income

Named parties

  • Lathrop & Gage LLP
  • Family Trust 41 (created August 4, 2017)
  • Chase Bank
  • Lathrop & Gage LLP, compensation for law practice
  • Lathrop Gage LLP, compensation for law practice
  • DataSystem Solutions, Inc, salary

As filed

Kansas LearningQuest 529 Account

American Century Short-Term Portfolio — None — Exempt

Amencan Century Money Market/Cash & Cash Equivalents Portfolio — Int/Div — Exempt

401K Plan #1--T.Rowe Price Retirement 2030 Fund — Int/Div — Exempt

Bank of America Cash Accounts — Interest — Exempt

Oppenheimer Brokerage Account

Apple. Inc. stock — Int/Div — Exempt

Facebook. Inc. stock — None — Exempt

Snap, Inc. stock — None — Exempt

Under Armour. Inc. stock — None — Exempt

401K Plan #2

Principal Bond Market Index Separate Account — None — Exempt

Principal Core Plus Bond Separate Account — None — Exempt

Principal High Yield Separate Account — None — Exempt

Principal LargeCap S&P S00 Index Separate Account — None — Exempt

Principal MidCap S&P 400 Index Separate Account — None — Exempt

Principal SmallCap S&P 600 Index Separate Account — None — Exempt

Dimensional Fund Advisors Emerging Markets Small Cap Fund — Int/Div — Exempt

Principal Diversified International Separate Account — None — Exempt

Principal Intemational Emerging Markets Separate Account — None — Exempt

Spouse 401K-Principal International SmallCap Separate Account — None — Exempt

Principal Global Real Estate Securities Separate Account — None — Exempt

Principal Real Estate Securities Separate Account — None — Exempt

Northwestern Mutual Insurance Whole Life Policies — Int/Div — Exempt

Northwestern Mutual Insurance Variable ComplLife Policy — Int/Div — Exempt

Northwestern Mutual Series Fund, Inc Select Bond Portfolio — None — Exempt

Northwestern Mutual Series Fund, Inc International Equity Portfolio — None — Exempt

Northwestern Mutual Series Fund, Inc Index S00 Stock Portfolio — None — Exempt

Northwestern Mutual Series Fund, Inc Mid Cap Growth Stock Portfolio — None — Exempt

Northwestern Mutual Series Fund Inc Growth Stock Portfolio — None — Exempt

Russell Investment Funds Global Real Estate Securities Fund — None — Exempt

Probate Estate

BTC Bank Cash Account — None — Exempt

Tract #1 Farmland im Harrison County, Missouri — None — Exempt

Tracts 2 & 3 Farmland in Harrison County, Missouri — Rent — Exempt

Parmer, Lathrop & Gage LLP

Trustee, Family Trust 41 (created August 4, 2017)

Agreement — 12:7 — Lathrop Gage LLP, awaiting final 2017 compensation to be paid by April 15, 2018

Liability — Chase Bank — Credit Card

Income — 2015 — Lathrop & Gage LLP, compensation for law practice — $411.202.00

Income — 2016 — Lathrop & Gage LLP, compensation for law practice — $350.443.00

Income — 2007 — Lathrop Gage LLP, compensation for law practice — SIR1.545.00

Spouse's income — 2016 — DataSystem Solutions, Inc, salary

Part VII: No assets listed for the Family Trust #1 identified mn Part | because there are no reportable assets.

Part VII, lines 11-23: The only fund account reporting dividend and/or capital gain income in the reports we receive for these assets is on line 18.

Part VIL, lines 25-31: Filer has not been able to create or obtain from Northwestern Mutual any reports with any income, including dividends or capital gains

relating to the underlying funds in the Variable CompLife policy mvestments.

Part VII, lines 32-35: There are three tracts of land in the probate estate, which was opened in the third quarter of 2017. We had them appraised. The appraisals

were dated October 6, 2017, with a valuation date as of May 5, 2017 (date of death). Tract #1 was appraised independently. Tracts #2 und #3 were appraised

together. So, that is how 1 am reporting them. There is a house on Tract #3 that rents for a modest amount each month, which is reported on line 32.

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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