Carlota M. Bohm
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
62
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
1
spouse income
Named parties
- Trust #1 and Trust #2 (sec Part VII
- Income from Houston Harbaugh PC
- Income from Misc. Bankruptcy Trustee Related
- Westinghousre Electric Corporation - salary & pension
As filed
Jackson National Annuity — Int/Div — Buy
Jackson National Annuity — Int/Div — Buy
Jackson National Annuity — Int/Div — Buy
ATIAX Mutual Fund — Int/Div — Buy
HFOAX Mutual Fund — Int/Div — Buy
LDFVX Mutual Fund — Int/Div — Buy
LVOAX Mutual Fund — Int/Div — Buy
ODMAX Mutual Fund — Int/Div — Buy
CVFCX Mutual Fund — Int/Div — Buy
TSNAX Mutual Fund — Int/Div — Buy
NEFZX Mutual Fund — Int/Div — Buy
NHIAX Mutual Fund — Int/Div — Buy
CVTRX Mutual Fund — Int/Div — Buy
Roam North shore, LP(1) — Interest
Roam Bally IV, LP — Interest
Rental Property-Pgh PA (2011 - pd $150,000.00) — Reat
Dollar Bank — Interest
PNC Bank — Interest
Federated Capital Prsv. Isp — Sold
Vanguard Health Care Fund — Sold
RBC wealth Management
JT TW/WROS
NEWFX — Int/Div — Sold
TUIXX — None — Sold
TUIXX — Int/Div — Sold
AGTHX — Int/Div — Sold
VIAB — Int/Div — Sold
AEPGX — Int/Div — Sold
AEPGX — Int/Div — Sold
TUIXX — None — Sold
AWSHX — Int/Div — Sold
AEPGX — Int/Div — Sold
IGAAX — Int/Div — Sold
SMOCWX — Int/Div — Sold
TUIXX — None — Sold
TUIXX — Int/Div — Sold
AWSHX — Int/Div — Sold
AGTHX — Int/Div — Sold
VIAB — Int/Div — Sold
AEPGX — Int/Div — Sold
fTUIXX — None — Sold
fTUIXX — Int/Div — Sold
T*AWSHX — Int/Div — Sold
AGTHX — Int/Div — Sold
VIAB — Int/Div — Sold
AEPGX — Int/Div — Sold
Fidelity
Earon — None — Sold
Fidelity Cash Reserves — None — Sold
Lint Computers Inc — None — Sold
Transocean — None — Sold
Fidelity Select Medical Esquipment & Systems — None — Sold
Uonlive Corp — None — Sold
Fiedlity PA Muni Mnkt — None — Sold
Baron Partners Fund — None — Sold
Fidelity Capital & Income — Int/Div — Sold
Fidelity PA Mum Mnkt — None — Sold
Baron Partners Fund — None — Sold
Fidelity Capital & Income — Int/Div — Sold
Fidelity Cash Reserve — None — Sold
Deferred Annuity — None — Sold
Fidelity VIP Money Market — None — Sold
Trustee of two surance trusts, Trust #1 and Trust #2 (sec Part VII
Income — 2012 — Income from Houston Harbaugh PC — S188.752.00
Income — 2012 — Income from Misc. Bankruptcy Trustee Related — S1.500.00
Spouse's income — 2012 — Westinghousre Electric Corporation - salary & pension
Part | - Trustee of two insurance trusts. Monies available only upon their death.
Part VII = No, 14 & 15 « (1) received $8,500.00 income from this investment in 2012
Partt VII - No. 57 - on the initial report
is deleted since is it not held for investment.
Part VII = Nos. 17 and 18 were inadvertutly left off of my mitial 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.