David C. Norton

2011Annual

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Pull out the substance of this filing.

What was filed

  • 124

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Trust (Trust #1)
  • Charleston School of Law
  • Fulton County Medical Examiner, Atlanta, GA. - Salary

As filed

AES Comp — None

AFLAC Inc — None

Alcoa Inc — Int/Div

Allianz Life Franklin Valuemark — Int/Div

Altria Group — Int/Div

American Express Co — Int/Div

Amgen Inc — Int/Div

AT&T Inc - #1 — Int/Div

AT&T Inc - #2 — Int/Div

AT&T Inc - #3 — Int/Div

Bank of America — Int/Div

Bank of New York Mellon Corp — Int/Div

Berkshire Hathaway Inc CIB — None

BP PLC Spons ADR — Int/Div

Bristol Myers Squibb — Int/Div

Capital World Growth and Income Fd CL A #1 — Int/Div

Capital World Growth and Income - Fd CL A-i2 — Int/Div

Capital World Growth and Income Fd CL A «#3 — Int/Div

Capital World Growth and Income Fund CL Ad — Int/Div

Chevron Corp - #1 — Int/Div

Chevron Corp - #2 — Int/Div

Chevron Corp - 43 — Int/Div

Cisco Sys Inc — Int/Div

Citibank Deposit Program - £1 — Interest

Citibank Deposit Program - 22 — Interest

Citibank Deposit Program -#3 — Interest

Citigroup Inc — Int/Div

Coca-Cola Co — Int/Div

Comcast Corp CL A - #1 — Int/Div

Comcast Corp CL A - #2 — Int/Div

CSX Comp — Int/Div

Dell Inc — None

Walt Disney Co #1 — Int/Div

Walt Disney Co - 42 — Int/Div

Walt Disney Co - #3 — Int/Div

Dover — Int/Div

Dow Chemical - #1 — Int/Div

Dow Chemical - #2 — Int/Div

EI Dopont Co — Int/Div

Eaton Vance Tax Free Fund CL A — Interest

EhLilly & Co- #1 — Int/Div

Eli Lilly & Co - #2 — Int/Div

Emerson Electric — Int/Div

Energy Transfer Partners LP - #1 — None

Energy Transfer Partners LP - #2 — None

Exxon Mobil Corp - £1 — Int/Div

Exxon Mobil Corp - #2 — Int/Div

First Federal of Charleston — Interest

First Financial Holdings Inc - #1 — Int/Div

First Financial Holdings Inc - £2 — Int/Div

General Electric Co - #1 — Int/Div

General Electric Co - #2 — Int/Div

General Electric Co - #3 — Int/Div

Goldman Sachs Group Inc — Int/Div

Growth Fund of America CL A - 2] — Int/Div

Growth Fund of America CL A - #2 — Int/Div

Growth Fund of America CL A - 23 — Int/Div

Guided Therapuetics Inc — None

Hartford Fiancial Services Grp — Int/Div

Hartford Capital Appreciation Fund (IRA) — Int/Div

Hewlett Packard Co — Int/Div

Home Depot Inc — Int/Div

Honeywell Intl Inc — Int/Div

IBM — Int/Div

Intel (IRA) — Int/Div

Intel — Int/Div

Johnson & Johnson — Int/Div

Kimberly Clark — Int/Div

Kraft Foods Inc CL A — Int/Div

Legg Mason Partners Aggressive Growth FDCLC — None

Legg Mason Value Trust Inc — Int/Div

Lincoln National Corp — Int/Div

Linciln National Life Annuity — Int/Div

MFS South Carolina Muni Bond CL A — Interest

MFS South Carolina Muni Bond CL B — Interest — with Ime 74)

Mass Mutual Life Ins — None

McDonalds Corp — Int/Div

Merck & Co Inc New — Int/Div

Metlife Life & Ann Co of Conn TLAC Port Arch — Int/Div

Metlife Life & Ann Co of Conn TLAC Marquis Portfolio — Int/Div

Microsoft Corp — Int/Div

JP Morgan Chase & Co — Int/Div

Motorola — None

Motorola Solutions Inc — Int/Div — from line 83)

3M Company A — Int/Div

Nokia Comp — Int/Div

Norfolk Southern — Int/Div

North Carolina Rental Property 100% Transyivania County, NC — Reat

Paragon Life Fixed Fund — None

Pepsico Inc — Int/Div

Phazer Inc - #1 — Int/Div

Phizer Ing - 42 — Int/Div

Phillip Morris Intl Inc — Int/Div

Proctor & Gamble - 21 — Int/Div

Proctor & Gamble - #2 — Int/Div

Progress Energy — Int/Div

Putmam Tax Smart FDS Equity FD CIB — Int/Div

Safeway Inc New — Int/Div

SCANA Corp — Int/Div

SCBT — Int/Div

South Carolina State Deferred Comp Plan — Int/Div

South Carolina State Retirement Plan — Int/Div

Suntrust Banks Inc — Int/Div

Synovus Fmancial Corp — Int/Div

Texas Instruments Inc — Int/Div

Time Wamer Inc — Int/Div

Total System Services Inc — Int/Div

Travelers Companies Inc — Int/Div

UTS FPT Dow Target 10 Feb 09 (IRA) — Int/Div — Buy (add'l)

Verizon - #1 — Int/Div

Verizon - 42 — Int/Div

Washmgton Mutual Inc — None

Washington Mutual Investors Fund C1 A #1 — Int/Div

Washington Mutual Investors Fund Cl A "y] — Int/Div

Washington Mutual Investors — Int/Div

Wells Fargo & Co New - #1 — Int/Div

Wells Fargo & Co New - #2 — Int/Div

Zimmer Holdings Inc — Int/Div

Trust #1- Royal Dutch Shell — Int/Div

Trust #1 - Allegheny Energy — Int/Div

Trust #1 - Idearc — Int/Div

Trust #1 « El Lily — Int/Div

Trust #1 - Pepco Holdings Inc — Int/Div

Trust #1 - Lain Farm — Rent

Co-Trustee, Trust (Trust #1)

Income — 2011 — Charleston School of Law — $24,780

Spouse's income — 2011 — Fulton County Medical Examiner, Atlanta, GA. - Salary

Explanations for Part VIL Investments and Trusts

. The rental property listed in Part VII, line 88 is located in Translyvania County, North Carolina, USA.

Line 73, MFS South Carolina Muni Bond CL B, B shares were stepped up to A shares. This was an automatic step up which occurred 04/19/11.

3

Line 84, Motorola Solutions, Inc wis formed from a reverse split from Motorola.

Line 103, Motors Ligidation Co. shown on 2010 FDR was ehmmated from Morgan Stanley report due to value being very small.

Article 5 Trust consist of lines 10,1%,20,27,31,39,42,44,47,50,53,56,64,83,87 and 116,

6.

Line 124, South Financial Group listed on 2010 FDR. became Toronta Dominion Bank-New in 2010 and then was sold 12/03/10 for no gain.

7

Article 6 Trust consist of lines

35.67.9.1 1,12,13,16,22,23,28,30,32,35,38,40,46,52,54,59,61 ,62,63,66,67,68,69,74,77,78,81,82,86,90,91,93,94,96,98,105,106,108,1 1 1,1 12,1 14 and 140,

8. Luin Farm - This property was purchased in 1981 and 1s located outside city limits in Johnson County, Indiana.

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.

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David C. Norton | Frix