William I. Arbuckle
2013Annual
Ask Donna
Pull out the substance of this filing.
What was filed
17
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
3
income
1
spouse income
Named parties
- The Mazza Law Group, P.C
- Lawyers Concerned for Lawyers of Pennsylvania, Inc
- The Mazza Law Group, P.C., law practice income
- The Minor Judiciary Education Board, teaching mcome
- Pa State Employee Retirement System, retirement income
- Penn State Univeristy: salary
As filed
Trust — Int/Div
IRA #1 (WIA) — None
Vanguard Asset Allocation Fund (VAAPX) — Int/Div
IRA 22(WIA) — None
American Funds - CB&T Cust Simple IRA — None
AMCAPFUNDB — Int/Div
AMCAP FUND C — Int/Div
American High-lncome Trust B — Int/Div
American High-Income Trust — Int/Div
Capital World Growth & Income Fund B — Int/Div
Capital World Growth & Income Func € — Int
IRA 43 (PWA) — None
American Funds - CB&T Cust Simple IRA — None
AMCAP Fund B — Int./y
American High-Ilncome Fund B — Ine
Capital World Growh & Income Fund B — Int/Div
Amnuity - Thriven Financial (PWA) 2006-2008 — None
Shareholder in a professional corporation, The Mazza Law Group, P.C
Director of a non profit corporation, Lawyers Concerned for Lawyers of Pennsylvania, Inc
Income — 2013 — The Mazza Law Group, P.C., law practice income — S75.673.00
Income — 2013 — The Minor Judiciary Education Board, teaching mcome — S12.000.00
Income — 2013 — Pa State Employee Retirement System, retirement income — $3,216.00
Spouse's income — 2013 — Penn State Univeristy: salary
Part VII Addendum:
The J Trust was created by [J during her lifetime. At her death in 2004 significant lump sum payments were made to various charitable
and
beneficiaries. The Trust is managed by PNC Wealth Managment (A member of the PNC Financial Services Group). 1 have no knowledge of
the holdings of the trust or the amount in the trust. I reieve quarterly income payments equal to 6.5% of the trust's annual income from the trust. On my death my
interest reverts to the remaimimg beneficiaries. | have no power of appomtment. Otherwise | have no mvolvement with the trust or its managment.
For IRA #2 (lined) additional shares were purchased thru a matching payroll deduction and by indivival payroll deductions, All purchases were perportional and
did not change the value code.
For IRA #3 (line 12) no additional shares were purchased in 2011.
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.