Joseph H. Gale

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

29
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income

Named parties

note Sec. VII
LP. Morgan Chase Bank, NA (Y)

As filed

Trust #1 (X) — None

IRA Calvert Grp. Inc. Fund, Calvert Grp, Bethesda, MD — Int/Div — note Sec. VII

IRA M&T Bank, Buffalo, NY (cash equivalent) — Interest

DuPont E.l.deNemours Co. common stock — Int/Div

Vertex Pharmaceuticals. Ine. common stock — None

Medco Health Solutions. Inc. common stock — None

Wells Fargo & Co. New common stock — Int/Div

Intel Corp. common stock — Int/Div

Cisco Systems, Inc. common stock — Int/Div

Smithfield Foods. Inc. common stock — None

Tellabs Inc. common stock — Int/Div

The Fauquier Bank Account (Y)

Rental Property #1, Smithfield. VA

Rental Property #2, Smithfield. VA

Fauquier County, VA Ind. Dev. Auth Bonds

Insured Municipal Income Trust Senes unit trust

VA Investors Qual. Tax Exempt Series unit trust

CA Water Service Group common stock

Chevron Corp. common stock

NCR Comp. New common stock

Southern Co. common stock

Teradata Corp. DEL common stock

Wells Fargo & Co. common stock

Invesco Van Kampen Comstock Fund Class C mutual fund

Invesco Van Kampen High Yield Mun Fund Class A mut. fund

Hartford Life Insurance Co. variable Annuity

CAIBX mutual fund

FRDPX mutual fund

AMECX mutual fund

Liability — LP. Morgan Chase Bank, NA (Y) — Visa Credit Card

Section VIL Investments and Trusts

Mutual Fund

12. Trust #1 became reportable on December 13, 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.