L. Paige Marvel

2011Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 336

    investments

  • 5

    positions

  • 1

    gifts

  • 0

    agreements

  • 3

    debts

  • 1

    reimbursements

  • 1

    income

  • 6

    spouse income

Named parties

  • Parmership #1
  • 529 Acct #1
  • $29 Acct, #2
  • I revocible Trust
  • IB Revocable Trust
  • Aspen Publishers
  • Washington University in St. Louis
  • Emory Umversity
  • ABA Section of Taxation
  • RBC IRA Distribution
  • Baltimore Teacher Network Inc. -Teaching
  • Maryland State Pension Plan distribution
  • Maryland Teachers and State Employees Supp. Retirement Plan distribution
  • Roth IRA distribution
  • Fidelity IRA distribution
  • TRP Rollover IRA distribution

As filed

33% pship. interest, Margarent’s Landing Partnership — None

USAA Subscribers Savings Account — Distribution

USAA Fed. Savings Bank Accts. #1 — None

USAA Fed. Savings Bank Accts, #2 — Interest

M&T Bank checking acct — None

Wells Fargo Accts. (formerly Wachovia) — Interest

T. Rowe Price Acct.

Growth Stock Fund — Int/Div — Sold (part)

Marvland Bond Fund — Int/Div — Buy (add'l)

Marvland Bond Fund — Buy (add'l)

Marvland Bond Fund — Sold (part)

RBC (formerly FBW) Brokerage Acct

Shares, Aegion Corp. (formerly Instituform Tech, Inc.) — None — Open

Shares, AT&T Inc — Int/Div

Shares, Advent Claymore Conv. Sec. & Income Fund — Int/Div

Common, Bristol Myers Squibb Co — Int/Div

Shares, Covidien Ltd. (renamed Covidian PLCY — Int/Div

Common, Exxon Mobil Corp — Int/Div

Common, Fresenius Med Care Aktiengesellschaft ADR — None

Common, General Electric Co — Int/Div

Common, Heinz H J Co. — Int/Div

Common, Instituform Technologies, SA (renamed Aegion) — None — Closed

Common, Motorola Inc — None — Distnbuted

Common, Motorola Mobility Holdings Inc — None — from line 23)

Common, Motorola Solutions Inc (successor 10 Motorola) — None

Common, Pfizer Inc — Int/Div

Shares, PNC Financial Services Group, Inc. — Int/Div

Shares, TE Connectivity Ltd — None — Open

Shares, Tyco Electronics Ltd. (remamed TE Connectivity) — istmbution — Closed

RI — Int/Div

Common, Tyco Intl Ltd — Int/Div

Shares, UDR Inc — Int/Div

Shares, Verizon Communications — Int/Div

Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Int/Div — Sold (part)

Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)

Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)

Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)

Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)

Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)

Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)

Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)

Shares, Treasury Cash Trust (LS. Govt Money Mk1) — Sold (part)

Fidelity Brokerage Rollover IRA

Fidelity New Markets Income — Int/Div — Buy (add'l)

45 — istmbution

Spartan S00 Index — Int/Div — Sold (part)

Spartan S00 Index — Sold (part)

Fidelity Contrafund — Int/Div — Sold (part)

49 — Distribution

Fidelity Equity-Income — Int/Div — Sold (part)

Fidelity GNMA Fund — Int/Div

52 — istnibution

Fudelity Government Income — Int/Div

4 — Distribution

Fidelity Low-Priced Stock — Int/Div — Sold (part)

Sh — istrnibution

Fudelity Dividend Growth — Int/Div — Sold (part)

SK — Distribution

Fidelity Select Biotechnology — Distribution

Fairholme Fund — Int/Div

Oakmark Select — None

Loomis Sayles Bond Retail Shares — Int/Div

Pimco Real Return Class D — Int/Div — Buy (add'l)

64. — Distribution

Permanent Portfolio — Int/Div — Buy

Hh. — Distribution

Vanguard Inflation Protected Secs — Int/Div

68 — Distribution

Wasatch Ultra Growth — Distribution

Wasatch International Growth — None — Sold (part)

Wells Fargo C&B Mid Cap Value Fund CL D — None

Shares, Seaspan Corp. — Int/Div

Shares, Berkshire Hathaway Inc. C1 B — None

CPFL Energia S A Sponsored ADR — Int/Div

Shares, Dendreon Corp. — None — Sold (part)

Shares, EMC Corp — None

Shares. First Tr ISE Chindia Index FD — Int/Div

Shares, Goldman Sachs Group Inc — Int/Div

Shares, Greenhaven Continuous Commodity Index Fund — None

ISHARES INC, MSSCI Bric Index Fund — Int/Div

ISHARES INC. MSC Singapore Index FD — Int/Div

ISHARES INC. MSCI Malaysia Free Index FD — Int/Div

JPMorgan Chase & Co. Alerian MLP Index ETN — Interest

Common, Lundin Mng Corp. — None

Common, Nabi Biopharmaceuticals — None

Shares, Potash Corp of Sask Inc — Int/Div

Shares, Vale S A ADR (formerly Comp. Vale Do Rio) — Int/Div

Shares, Federal Realty Invst Tr. Sh. Ben nt. — Int/Div

Shares, Kimco Realty Corp — Int/Div

Fidelity Cash Reserves — Int/Div — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

T.RowePrice Rollover IRA

T. Rowe Price Capital Appreciation — Int/Div — Buy (add'l)

Rowe Price Dividend Growth — None — Sold (part)

Rowe Price Dividend Growth — Sold

Rowe Price Emerging Markets Stock — Int/Div

Rowe Price Equity Income — Int/Div — Sold (part)

Rowe Price Equity Income — Sold (part)

Rowe Price Equity Index 500 — Int/Div

Rowe Price Health Sciences — Distribution

Rowe Price International Discovery — Int/Div — Sold (part)

104, — Distribution

Rowe Price Latin America — Int/Div

106 — Distribution

Rowe Price Mid-Cap Value — Int/Div

108 — Distribution

Rowe Price New Asia — Int/Div — Buy (add'l)

110. — Distribution

Rowe Price Science & Technology — None

Rowe Price Small-Cap Value — Int/Div

113. — Distribution

Rowe Price Emerging Markets Bond — Int/Div

115. — Distribution

Rowe GNMA — Int/Div

117, — Distribution

Rowe High Yield — Int/Div — Buy

Rowe US Treasury Intermediate — Int/Div — Buy (add'l)

120 — Distribution

Fidelity Traditional IRA Acct.

Shares, CNOOC Lid. Sponsored ADR — Int/Div

Common, Berkshire Hathaway — None

Shares, Seaspan Corporation — Int/Div

Common, Vaalco Energy Inc — None

Drevfus Midcap Value Fund — Int/Div — Buy (add'l)

127 — Iistnbution

Gameo Westwood Mighty Mites FD — Distribution

129. — istnbution

Fidelity Cash Reserves — Int/Div

RBC (formerly FBW) IRA Acct

Ishares Tr Nasdaq Biotech Index Fund — Int/Div

Powershares QQQ Trust Unit Ser. — Int/Div

US Govt. Money Market Fund — Int/Div

Wells Fargo IRA

Large Cap Fund — Int/Div — with line 138)

137 — Distribution

Small’Mid Cap Fund - Opportunity — Open

MD State Retirement Plan - Sec. 457(b) Acct,

Shares, Euro Pacific Growth Fund A — None — Sold (part)

Shares, Euro Pacific Growth Fund A — Sold (part)

Shares, Investment Contract Pool — None — Buy (add'l)

Shares, Investment Contract Pool — Buy (add'l)

PIMCO Total Return Fund — None

Vanguard Inst). Index Fund — None

IRA Accts. - American Century

Equity Income Stock Fund — Int/Div

Emerging Markets Stock Fund — None

CGM Focus Fund — None

IRA Acct. - Greenspring Fund, Inc — Int/Div

151 — istnbution

SEP Acct. - Greenspring Fund, Inc — Int/Div

153. — Iistnbution

RBC (formerly FBW) Roth IRA

Common, Cisco Systems Inc — Int/Div

Common, First Mariner Bancorp (Y)

Shares, Highmark Group Value Momentum FD-Retail Class A — Int/Div

158. — Distribution

US Govt Money Market Fund — Int/Div

Vanguard Rollover IRA - Convertible Securities — Int/Div — Open

161 — Distribution

RBC (formerly FBW) Joint Brokerage Acct:

Common, Apple, Inc — None

Common, Walt Disney Co. — None

US Govt. Money Market Fund — Int/Div

T. Rowe Price Small Cap Value Fund — None — Sold

USAA Investment Acct.

USAA Money Market Fund — None

USAA Balanced Strategy Fund — None — Buy

USAA Capital Growth Fund — None — Buy

USAA Capital Growth Fund — Sold

USAA GNMA Fund — Int/Div — Sold

USAA High-Yield Opportunities Fund — Int/Div

USAA Precious Metals and Minerals Fund — None — Sold

USAA Value Fund — Int/Div — Buy

USAA Value Fund — Sold (part)

RBC (formerly FBW) IRA/A Acct

Shares, Advent Claymore Conv Sec & Income Fund — Int/Div

Shares, Alps ETF Tr Alerian MLP — None — Buy

Common, Amgen Inc — Int/Div

Shares. BCE Inc. New — Int/Div

Shares, Blackrock Global Energy and Resources Trust — Int/Div

Common, Caterpillar Inc — Int/Div

Shares, Vale S A (formerly Companhia Vale Do Rio) — Int/Div — Sold

Shares, Compass Diversified Trust — Distribution

Note, Duke Rity Ltd. Partnership, Due S/15/13. 6.2500 — Interest

Shares, Eaton Vance Tax Advantaged Dividend Income Fund — Int/Div

Shares, Frontier Communications Corp Ser B — Int/Div

Common, Gasco Energy Inc — None

Notes, General Electric Cap Corp., Due 13/14. 5.9% — Interest

Common. General Electric Co. — Int/Div

Notes, Govt. Natl Mtg Assn, Series 2010-42 Class KD — Interest

Common, Intermec Inc. (formerly Unova, Ine.) — None

Shares, 1Shares TR S&P Pfd Stk Index Fund — Int/Div

LP Unit, Kinder Morgan Energy Partners LP — Distribution

Note. Lowes Cos. Inc.. Due 9/15/17. 6.1% — Interest

Notes. MBNA Capital E TOPRA 8.1% B/E — Interest — Sold (part)

Shares. MFS Value Fund A — Int/Div

Common, Microsoft Comp. — Int/Div

Shares, Munder FDS TR Framlington Healthcare FD CLC — None — with line 201)

Shares, Munder Growth Opportunities Fund LC — Int/Div — Open

202 — Distribution

Shares. Novartis A G ADR — Int/Div

Common, Pepsico Incorporated — Int/Div

Common, Sysco Corporation — Int/Div

Shares, Teck Resources Limited Sub Voting CL B — Int/Div — Sold

Shares, Vanguard Intl. Equity IND FD FTSE All World — None — Sold

Shares, Vanguard Intl. Eq. Index FDS Emerg. Markets Fund — Int/Div

Shares, Vanguard Sect. Index FDS Information Technology — Int/Div

Shares, UIT Van Kampen Select § Indus. Portf. 2009.4 — Int/Div — Redeemed

Common. Verizon Commumcations — Int/Div

Shares, US Govt. Money Market Fund (RBC) — Int/Div — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Sold (part)

RBC (formerly FBW) IRA/B Acct

Barclays Bank PLC 4.5-5.5-7% SI625-100% PPN Due $6028 — Interest

Shares, Blackrock Ecosolutions Investment Trust — Int/Div

Common, Bristol Mevers Squibb Co — Int/Div

Common, Callaway Golf Co. — Int/Div

Shares, Cohen & Steers Infrastructure Fund Ine. — Int/Div

Constellation Energy Group Inc. Jr. Sub Deb Ser A 8.6% — Interest

Common, El Lilly & Co — Int/Div

Shares. Gabelli Dividend & Inc Trust — Int/Div

Common. General Mills. Inc — Int/Div

Note, Ginnie Mae CMO/Series 2009-123, Due 8720039.4 5% — istnbution

229, — Interest

Common, Gladstone Commercial Corporation — Int/Div

Bond, Govt. Nat. Mtg. Assm., Series 2009-108, Due 11720039 — Interest

ISHARES Trust Dow Jones US Oil Equipment & Servs, Ind FD — Int/Div — Sold

Common. Johnson & Johnson — Int/Div

Shares, MBNA Capital D PFD TRUPS £.125% — Interest

Munder FDS TR Framlington Healthcare FDCLA — None — with line 236)

Munder Growth Opportunities Fund Class A — Distribution — Open

Common, Petrohawk Energy Corp. — None — Sold

Shares, Provident Energy Ltd (renamed on 13/11) — Int/Div

Shares, Vanguard World Funds- Vanguard Health Care ETF — Int/Div

Shares, US Govt. Money Market Fund — Int/Div — Buy (add'l)

Shares, US Govt. Money Market Fund — Buy (add'l)

Shares, US Govt. Money Market Fund — Sold (part)

Rollover IRA - USAA FSB:

Shares, Money Market Acct — None

Shares, USAA Value — Int/Div

Shares. USAA Precious Metals & Minerals — Int/Div

247 — Distribution

UGMA Acct. No. at RBC (formerly FBW)

Shares, Berkshire Hathaway CL B Inc — None

Shares, US Govt. Money Market Fund — Int/Div

UGMA Acct. No. 2 at RBC (formerly FBW):

Shares, Berkshire Hathaway CL B Inc — None

Shares, US Govt. Money Market Fund — Int/Div

UGMA Asset - Savings Bonds-EE — Interest

HB Accs

USAA FSB Checking Acct — None

USAA FSB Savings Acct — Interest

USAA Invest. Acct.

USAA Capital Growth Fund — None — Buy (add'l)

USAA Capital Growth Fund — Sold

USAA GNMA Fund — Int/Div — Sold

USAA Balanced Strategy Fund — Int/Div — Buy

USAA Custod. Acct.

USAA GNMA Trust — Int/Div — Sold

USAA Precious Metals and Minerals Fund — None — Sold

USAA Balanced Strategy Fund — None — Buy

USAA Balanced Strategy Fund — Sold

LUSAA Roth IRA

USAA Total Return Strategy Fund — Int/Div

EEE A Accts

USAA FSB Checking Acct — None

USAA FSB Savings Acct — Interest

USAA Invest. Acct.

USAA Balanced Strategy Fund — Int/Div

LUSAA Roth IRA

Shares, Balanced Strategy Fund — Int/Div

529 Acct. No. 3 - College Svgs Plans ofMD Balanced Portfolio — None — Sold (part)

529 Acct. No. 4 - College Svgs Plans ofMD Balanced Portfolio — None — Sold (part)

529 Acct. No. 4 - College Svgs Plans ofMD Balanced Portfolio — Sold (part)

529 Acct. No. § - Vanguard.

Income — None — Buy (add'l)

Income — Sold (part)

S500 Index — None — Sold (part)

S500 Index — Distnbuted

Small-Cap Index — None — Distnbuted

Total Int, Stk. Index — None — Sold (part)

Total Int, Stk. Index — Distributed

Value Index — None — Distnibuted

529 Acct. No. 6 - Vanguard

Income — None — Buy (add'l)

Income — Sold (part)

Income — Sold (part)

Income — Sold (part)

Income — Sold (part)

Income — Sold (part)

S00 Index — None — Sold (part)

Small Cap Index — None

Total Int. Stk. Index — None — Sold (part)

Value Index — None

I rrevocable Trust

Fidelity Inherited (formerly Rollover) IRA: — Sold (part)

Shares, Fidelity Asset Manager — Int/Div

3 — Distribution

Shares, Fidelity Spartan US Bond Index {corrected ) — Int/Div

RIN — Distribution

Shares, Fidelity Short Term Bond — Int/Div

Shares, Dodge & Cox Income — Int/Div — Sold (part)

Shares, Harbor Capital Appreciation Inst] — None — Sold

Shares, Invesco Gold & Precious Metals Inv — Int/Div — Buy (add'l)

Shares, Invesco Gold & Precious Metals Inv — Distribution — Buy (add'l)

Fidelity Cash Reserves — Int/Div

Fidelity Roth IRA.

Shares. Fidelity Govt. Income — Int/Div

314. — Distribution

Shares. Oakmark Fund — Int/Div

BOO Checking Acct — Interest

VAM Promissory Note — None

Wells Fargo (formerly Wachovia) Money Market Acct. — Interest

Hl Revocable Trust

Fidelity Roth IRA

Shares. Fidelity Canada — Int/Div

32 — Distribution

Shares, Fidelity Contrafund — Int/Div

324 — Distribution

Shares, Fidelity Interm. Govt. Income — Distribution

126. — Int/Div

Wells Fargo (formerly Wachovia) Money Market — Interest

TIC Fidelity Acct.

Shares, Fidelity Municipal Inc — istmbution

30. — Int/Div

Shares, Fidelity Government Income — Iistnbution

as — Int/Div

Shares, Fidelity Intermediate Muni Income — Int/Div

RE¥S — Distribution

Fidelity Cash Reserves — Interest

BOO Checking Acct — Interest

Parmer, Parmership #1

Custodian, 529 Acct #1

Custodian, $29 Acct, #2

Trustee, I revocible Trust

Trustee, IB Revocable Trust

Gift — Aspen Publishers — Complimentary copy, Mergers, Acquisitions & Buyouts, and update for prof, use — $600.00

Liability — Washington University in St. Louis — Tuition

Liability — Emory Umversity — Tuttion

Liability — Washington University in St. Louis — Tuition pavment plan

Reimbursement — ABA Section of Taxation — 12111-12201 — Las Vegas, NV — To give panel presentation — Transportantion, lodging, food

Income — 2011 — RBC IRA Distribution — S25.000.00

Spouse's income — 2011 — Baltimore Teacher Network Inc. -Teaching

Spouse's income — 2011 — Maryland State Pension Plan distribution

Spouse's income — 3201 — Maryland Teachers and State Employees Supp. Retirement Plan distribution

Spouse's income — 2011 — Roth IRA distribution

Spouse's income — 2011 — Fidelity IRA distribution

Spouse's income — 2011 — TRP Rollover IRA distribution

2011 Report, Parts | and VII:

1 previously reported that | was a custodian of several accounts belonging to [JIN - ! have eliminated that position on Part 1 as [EGG WN over

the age of 21 and the former Uniform Gift To Minors Act accounts belong to them, However, becuse [IN st! dependents, the accounts are included

in Part VIL

2011 Original Report, Part VII, lines 307-317:

Line 307 is the header reflecting an IRA secount. The assets and income are listed on lines 308-317. A distribution was made from this sccount during 2011

and the sules generating the funds for the distribution are listed. Because | am not sure whether and how to show the distnbution from the account, | listed the

distribution on the header line, line 307.

Original 2011 Report, Part VII, lines 17, 18, 25, 81, 129, 322, 334:

Although the Committee advised me mn its Sept. 28, 2012 letter that no correction to these lines was required at this time, 1 deleted the lines in accordance with the

Committee's advice for future filings. | did not understand the reference to page 12, line 126; it appears to be an error so | took no action regarding it.

Original 2011 Report, Part VII, line 128:

This asset was not reportable as its fair market value at the end of 2011 was less than $1,000 and it did not generate income in excess of $200 during 2011. This

was true for 2010 as well. | therefore deleted the asset in the amended report.

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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