William I. Arbuckle

2014Annual

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Pull out the substance of this filing.

What was filed

  • 17

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 4

    income

  • 2

    spouse income

Named parties

  • The Mazza Law Group, P.C
  • Lawyers Concerned for Lawyers of Pennsylvania, Inc
  • M. Patncia Carroll Fund
  • The Mazza Law Group, P.C., law pratice income
  • The Minor Judiciary Education Board, teaching mcome
  • Penn State Dickinson School of Law, teaching income
  • Pa State Employee Retirment System
  • Penn State Univensty, salary
  • Centre Home Care, salary

As filed

Jane L. Barr Family Trust — Int/Div

IRA #1 (WIA) — None

Vanguard Asset Allocation Fund (VAAPX) — Int/Div

IRA 22(WIA) — Int/Div

American Funds - CB&T Cust Simple IRA — None

AMCAP Fund B — 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 Fund ( — Int

IRA #4 (PWA) — None

American Funds - CB&T Cust Simple IRA — None

AMCAP Fund B — Int./y

American High-Ilncome Fund B — Ine

Capital World Growth & Income Fund B — Int/Div

Annuity _Thrivent 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

Director of a non profit corporation, M. Patncia Carroll Fund

Income — 2014 — The Mazza Law Group, P.C., law pratice income — S69.619.39

Income — 2014 — The Minor Judiciary Education Board, teaching mcome — S5.600.00

Income — 2004 — Penn State Dickinson School of Law, teaching income — S$7.500.00

Income — 2014 — Pa State Employee Retirment System — $3.731.52

Spouse's income — 2014 — Penn State Univensty, salary

Spouse's income — 2014 — Centre Home Care, salary

Part VII Addendum:

The Jane L. Barr Family Trust was created by my cousin during her lifetime. At her death in 2004 significatn lump sum payments were made to various charitable

and family member beneficiaries, The Trust is managed by PNC Wealth Management (A member of the PNC Financial Services Group), | have no knowledge

of the holdings of the trust or the amount in the trust. 1 recieve quarterly income paymenst equal to 6.5% of the trust's annual income from the trust. On my death

my interest reverts to the remaining beneficiaries. 1 have no power of appointment. Otherwise 1 have no involvement wiht the trust or its management.

For IRA #2 (line 4) additional shares were purschased thrua matching payroll deduction and by individual payroll deductions at the Mazza Law Group, P.C. All

purchases were perportional and did not change the value code.

For IRA #3 (line 6) no addistional shares were purchased in the past year.

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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William I. Arbuckle | Frix