William I. Arbuckle
2017Annual
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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.