Michael S Mcmanus
2015Annual
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What was filed
28
investments
5
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Market
- Issuer
- issuer
- Sacramento Valley Bankruptcy Forum
- National Conference of Bankuptey Judges
- State Bar of California® (see part VIII)
- American College of Bankruptcy
- The McManus Living Family Trust
- Wells Fargo Bank
- Central California Bankruptcy Association
- Twin Rivers School District «« teacher
As filed
Bank Account. IRA. Bank of America — Interest
Mutual Fund, Growth Fund of Amer. Part vi — Int/Div
Bank Account, Wells Fargo Bank — Interest
Bank Account, Wells Fargo Bank — Interest
Bank Account, UBS Bank. Part VIII — Interest
Bank Account, IRA, Wells Fargo Bank — Interest
Bank Account, Wells Fargo Bank — Interest
Certificate of Deposit, Wells Fargo Bank Part VIII — Interest
Mutual Fund, American Funds Capital World Gro& Ine. Part VIII — Int/Div
Mutual Fund, American Funds, US Govt Part VIII — Int/Div — Sold (part) — Market
Mutual Fund, American Funds, US Govt Part VIII — Sold (part) — Market
Mutual Fund. Baron Growth Fund. Part VIII — Int/Div
Mutual Fund, FT Templeton Global Bond Fund. Part VIII — Int/Div
Mutual Fund, Gabelli Equity Income Fund Part VIII — Int/Div
Mutual Fund, Loomis Sayles Inv. Gr. Bond Fund. Part VIII — Int/Div
Mutual Fund, Pimco Real Return Fund. Part vil — Int/Div
Mutual Fund, Royce Premier Fund. Part vil — Int/Div
Money Market, UBS PACE MM. Part VIII — Interest — Sold (part) — Issuer
Money Market, UBS PACE MM. Part VIII — Sold (part) — Issuer
Money Market, UBS PACE MM. Part VIII — Redeemed — issuer
Mutual Fund, TIAA-CREF, T-C Lifecycle 2018 Fund. Part VIII — Int/Div
Mutual Fund, Prudential Short Term Corporate Bond. Part VIII — Int/Div
Mutual Fund, Fidelity Advisor Floating Rate. Part VIII — Int/Div
Mutual Fund. Calamos Gro & Inc. Part VIII — Int/Div
Family Trust (H)
Residence (trust asset) — None
Bank Account, Wells Fargo Bank (trust asset) — None
Vacation timeshares (trust asset) — None
Member, Sacramento Valley Bankruptcy Forum
Member, National Conference of Bankuptey Judges
Member, State Bar of California® (see part VIII)
Fellow, American College of Bankruptcy
Co-Trustee, The McManus Living Family Trust
Liability — Wells Fargo Bank — Purchase money mortgage on single family residence in Sun City West, Arizona. Owned by trust.
Reimbursement — Central California Bankruptcy Association — December 8, 2015 — Fresno, CA — Speak at education program — One meal
Spouse's income — 2015 — Twin Rivers School District «« teacher
money mortgage encumbering the residence is reported at Part VI. The bank account is noninterest bearing and the residence and the timeshares were not rented.
No income is received from the trust. The net value of the trust is estimated to be within Value Code J with my beneficial interest in the trust being 50% of that
value.
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