William I. Arbuckle

2017Annual

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

What was filed

  • 17

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 4

    income

  • 0

    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 practice income
  • The Minor Judiciary Education Board, teaching mcome
  • Penn State University Dickinson School of Law, teaching income
  • Pa State Employee Retirment System

As filed

Jane L. BArr Family Trust — Int/Div

IRA #1 (WIA)

Vanguard Asset Allocation Fund (VAAPX) — Int/Div — Sold

IRA 22(WIA)

American Funds - CB&T Cust Simple IRA — Int/Div

AMCAPFULndB — Int/Div

AMCAP Fund C — Int/Div

American High INcome Trust B — Int/Div

American High Income Trust C — Int/Div

Capital World Growth & Income Fund B — Int/Div

Capital World Grown & Income Fund € — Int

IRA #4 (PWA)

American Funds - CB&T Cust Simple IRA — Int/Div

AMCAP Fund B — Int./y

American High Income Fund B — Ine

Capital World Growth & Income Fund B — Int/Div

Amnuity - Thriven Financial Security Plus Flexible Annuity (PWA) — Int/Div

Sharcholder in a professional corporation (1/2 year, resigned as FT MJ), 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 — 27 — The Mazza Law Group, P.C. law practice income — S45.000.00

Income — 2007 — The Minor Judiciary Education Board, teaching mcome — S12.600.00

Income — 2007 — Penn State University Dickinson School of Law, teaching income — S$7.500.00

Income — 2017 — Pa State Employee Retirment System — S3.800.00

Part VII Addendum:

The Family Trust was created by my cousin during her lifetime. At her death in 2004 significatn lump sum paymens 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). 1 have no knowledge of

the holdings of the trust or the amount in the trust. | recieve quarterly income payments equal to 6.5% of the trus's annual income from the trust principal. On my

death my interest reverts to the remaining beneficiaries. 1 have no power of appointment and no involvent with the trust investments or its managment.

For IRA#2 (line 4) additional shares were purchased thru a matching apyroll decution and by indiviual payroll deductions at the Mazza Law Group, P.C. All

purchases wer proportional and did not change the value codes.

For IRA#3 (line 6) no additional 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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