Above 2004 Total for Keith's variable annuity submitted to court
Below 2004 breakdown of how the $1,830761.40 In Keith's variable annuity are invested.
MONY Annuity
2003 Accounting of Keith's fundssubmitted to court
Initially 1,478,814.08 was invested in a variable annuity. To my knowledge this is a variable flexible spending annuity which means funds can be paid out from. Beasley, Mitchell identifies where Keith's funds are invested and the value of funds. In 2003 the value of these investments increased by $236,120.55 and increased by $115,826.77 in 2004.
Since Moody National Bank has been guardian of Keith's estate, no documentation has been provided to the court accounting for where the funds are invested nor accounting for any expenditures/activity from this annuity.