Brian T. Fenimore
2017Initial
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Pull out the substance of this filing.
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.