David Gustafson

2011Annual

Ask Donna

Pull out the substance of this filing.

What was filed

9
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income

Named parties

General Motors Acceptance Com,
self-employed attorney

As filed

SunTrust Bank accounts — Interest

Justice Federal Credit Union accounts — Int/Div

Schwab 529 Plan Moderately Aggressive Portfolio — Int/Div

Schwab SEP IRA

Schwab Target 2020 Fund (SWCRX) — Int/Div

Virginia College 529 Savings Plans, Alleghany Portfolio — Int/Div

Rental property, Greenville, SC — Rent

Duke Energy common stock — Int/Div

Spectra Energy common stock — Int/Div

Liability — General Motors Acceptance Com, — Mortgage on rental property, Greenville, S.C. (Pt VIL, line 7)

Spouse's income — 2011 — self-employed attorney

Part VII, line 6: The Virgima 529 Plan contributions are all invested in the Alleghany Portfolio (age-based, recommended for ages 4-6 at time of creation).

Part VII, line 6, Column D: We made monthly contributions to this 529 plan. Each contribution was below the reporting amount of $1,000, but in the aggregate

they exceeded $1,000.

Part VII, lime 7: The property was appraised 7/20/2008, shortly before the closing.

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.