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  Evidence: Financial Summary - Bobby Joe Rose
YOKNAPATAWPHA COUNTY SHERIFF'S DEPARTMENT
 
Investigating Officer(s): Det. S. Murphy, Det. T. Armstrong
Case No: 001524-03D-2000
Case Description: Trudi Rose Death Investigation


Robert Joseph Rose
18 Manning Lane
Oxford, MS 38655

SSN: 425-26-XXXX

TRQ Financial Services
The financial information included below is private and confidential information to be used by appropriate law enforcement personnel only. This information is intended to remain with said law enforcement personnel at all times.

Summary
Requested by:

Jurisdiction Code for Yoknapatawpha County

County
Identification No.

Detective Sam Murphy

1111

213

 

Financial Summary

Personal Assets and Liabilities

 

ASSETS

Bank Accounts

Cash Accounts

Real Estate

Investment Accounts

Other Assets

Bank of Mississippi/

Checking: 14,750.00

Savings: 108,000.00

First National Bank of Oxford: 150,000.00 768,000.00

Schwab/IRA: 218,000.00

Various Stock Holdings:
2,200,000.00

Private Investments:
1,300,000.00

Allstate Life Insurance/

Cash Surrender Value: 35,000.00

Total Assets: $4,793,750.00

 

LIABILITIES

Credit Card Accounts

Loan Accounts

Mortgages

Auto Loans

Other Liabilities

Citibank/Visa: 3,391.00

American Express: 870.00

Capitol One/ Mastercard: 2,017.00

none Bank of Mississippi/ Home Mortgage: 245,000.00 none none

Total Liabilities: $251,278.00

------------------------------------------------

Total Net Worth: $4,542,472.00

 

Please be aware that the financial information listed above may or may not be the complete financial accounting of a person or corporation. There may be assets or liabilities that are not recorded on this statement. Additionally, real estate values do change over time. The values listed for real estate properties on this form are the current assessed value at the time this information is gathered and may have changed. The figures listed for loans are the amounts left outstanding on the loan, regardless of its original amount.

 

For more information:

TRQ Financial Services
1 Finance Street
Washington, D.C. 20009

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