Robert C. Brack
2015
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Pull out the substance of this filing.
What was filed
7
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Northwestern Mutual
- Spouse's Non-Investment Income: Western Mortgage, LP (Owner/Partner)
As filed
Vacation Home - Ruidoso, NM (1/2 Interest) — None
Spouse's Trust Account - Edw. Jones, LONM. (See Part VIII — Interest
Spouse - IRA - Edw. Jones, LONM. (See Part VIII) — Int/Div
Spouse - 401K - Edw. Jones, LONM, (See Part VIII) — Int/Div
New Mexico Bank & Trust - IRA (See Part vii — Interest
Northwestern Mutual Whole Life Insurance Policy - Cash Value — Interest
Citizens Bank, LOUNM (Accounts) — Interest
Liability — Northwestern Mutual — Loan
Spouse's income — 2015 — Spouse's Non-Investment Income: Western Mortgage, LP (Owner/Partner)
Section VIL Investments and Trusts, Ttem No. 2 - Cash/Money Market
Section VIL Investments and Trusts. Item No. 3 - Mutual Fund’ MFS. Utilities Fund, MMUFX.
Section VIL Investments and Trusts. Item No. 4 - Mutual Funds - Capital Income Builder Fund, Washington Mutual Investment Fund, New Economy Fund
Section VII Investments and Trusts, Item No. 5 - Cash
Section VII Investments and Trusts, Item No. 7 - Cash
AMENDMENT
Prior year reports have inadvertently omitted information regarding personal checking accounts. Those reports are hereby amended as follows:
Income
Gross Value
Reporting
Description
During Period
End of Period
Period of Asset Amt.
Type Code
Method
Transactions
2011 Citizens Bank of LONM A
Int, J
T
None
(Accounts)
2012 Citizens Bank of LONM A
In. K T
None
(Accounts)
2013 Citizens Bank of LCNM A
Int. M
)
None
(Accounts)
2014 Citizens Bank of LONM A
Int,
.N T
None
(Accounts)
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