David C. Norton
2012Annual
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Pull out the substance of this filing.
What was filed
126
investments
1
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
3
spouse income
Named parties
- Trust (Trust #1)
- Lousiana State Bar
- Fulton County Medical Examiner, Atlanta, GA. - Salary
- Web MD - Editonal Stipend
- Medical Director, Life Pomt of SC
As filed
AES Comp — None
AFLAC Inc — None
Alcoa Inc — Int/Div
Alhanz Life Franklin Valuemark — Int/Div
Altria Group — Int/Div
American Express Co — Int/Div
Amgen Inc — Int/Div
AT&T Inc #1 — Int/Div
AT&T Inc #2 — Int/Div
AT&T Inc #3 — Int/Div
Bank of America — Int/Div
Bank of New York Mellon Corp — Int/Div
Berkshire Hathaway Inc CIB — None
BP PLC Spons ADR — Int/Div
Bristol Myers Squibb — Int/Div
American Cap Wrld Gr & Inc A #1 — Int/Div — Buy (add'l)
American Cap Wrld Gr & Inc A #2 — Int/Div — Buy (add'l)
American Cap Wrld Gr & Inc A #3 — Int/Div
American Cap Wrld Gr & Inc A #4 — Int/Div
Chevron Corp #1 — Int/Div
Chevron Corp #2 — Int/Div
Chevron Corp #3 — Int/Div
Cisco Sys Inc — Int/Div
Citibank Deposit Program #1 — Interest
Citibank Deposit Program 22 — Interest
Citibank Deposit Program #3 — Interest
Citigroup Inc — Int/Div
Coca-Cola Co — Int/Div
Comcast Corp CL A 21 — Int/Div
Comcast Corp CL A #2 — Int/Div
CSX Comp — Int/Div
Dell Inc — None
Walt Disney Co #1 — Int/Div
Walt Disney Co #2 — Int/Div
Walt Disney Co 43 — Int/Div
Dover — Int/Div
Dow Chemical 31 — Int/Div
Dow Chemical #2 — Int/Div
Duke Energy — Int/Div
EI Dupont Co — Int/Div
EV SC Muni Income A — Interest
Eli Lilly & Co #1 — Int/Div
Eli Lilly & Co #2 — Int/Div
Emerson Electric — Int/Div
Energy Transfer Partners LP #1 — None
Energy Transfer Partners LP #2 — None
Exxon Maobil Corp #1 — Int/Div
Exxon Mobil Corp #2 — Int/Div
First Federal of Charleston — Interest
First Financial Holdings Inc #1 — Int/Div
First Financial Holdings Inc #2 — Int/Div
General Electric Co #1 — Int/Div
General Electric Co #2 — Int/Div
General Electric Co #3 — Int/Div
Goldman Sachs Group Inc — Int/Div
Amencan Gr Fd of America A #1 — Int/Div
Amencan Gr Fd of America A #2 — Int/Div
American Gr Fd of Amenica A #3 — Int/Div
Guided Therapuetics Inc — None
Hartford Financial Services Grp — Int/Div
Hartford Capital Appreciation Fund (IRA) — Int/Div
Hewlett Packard Co — Int/Div
Home Depot Inc — Int/Div
Honeywell Intl Inc — Int/Div
IBM — Int/Div
Intel (IRA) #1 — Int/Div
Intel #2 — Int/Div
Johnson & Johnson — Int/Div
Kimberly Clark — Int/Div
Kraft Foods Inc CL A — Int/Div
Lege Mason Clrbridge Age Gw ( — None
Legg Mason Cap Mgmt Val € — Int/Div
Lincoln National Corp — Int/Div
Lmciln National Legacy 11 — Int/Div
Lincoln American Legacy View — Int/Div
MFS South Carolina Muni Bond CL A — Interest
Mass Mutual Life Ins — None
McDonalds Corp — Int/Div
Merck & Co Inc New — Int/Div
Metlife TVL Metlife Portfolioaccess — Int/Div
Metlife TVL Marquis Portfolios — Int/Div
Microsoft Corp — Int/Div
JP Morgan Chase & Co — Int/Div
Motorola Solutions Inc — Int/Div
3M Company A — Int/Div
Nokia Comp — None
Norfolk Southern — Int/Div
North Carolina Rental Property 100% Transyivania County, NC — Reat
Paragon Life Fixed Fund — None
Pepsico Inc — Int/Div
Phazer Inc #1 — Int/Div
Phizer Inc £2 — Int/Div
Phillip Morris Intl Inc — Int/Div
Proctor & Gamble #1 — Int/Div
Proctor & Gamble #2 — Int/Div
Progress Energy — Int/Div — with lime 39)
Putmam Tax Smart FDS Equity FD CIB — Int/Div
Safeway Inc New — Int/Div
SCANA Corp — Int/Div
SCBT — Int/Div
South Carolina State Deferred Comp Plan — Int/Div
South Carolina State Retirement Plan — Int/Div
Suntrust Banks Inc — Int/Div
Synovus Fmancial Corp — Int/Div
Texas Instruments Inc — Int/Div
Time Wamer Inc — Int/Div
Total System Services Inc — Int/Div
Travelers Companies Inc — Int/Div
Unit First Trust Dow Target 10 May 2012 R — Int/Div — Sold (part)
Unit First Trust Dow Target 10 May 2012 R — Int/Div — Buy (add'l)
Verizon £1 — Int/Div
Verizon £2 — Int/Div
Washington Mutual Inc — Int/Div
Amencan WA Mutual A #1 — Int/Div
American WA Mutual A £2 — Int/Div
American WA Mutual A 23 — Int/Div
Wells Fargo & Co New #1 — Int/Div
Wells Fargo & Co New #2 — Int/Div
Zimmer Holdings Inc — None
Trust #1 - Roval Dutch Shell — Int/Div
Trust #1 - Allegheny Energy — Int/Div
Trust #1 - Idearc — Int/Div
Trust #1 - Eh Lily — Int/Div
Trust #1 - Pepco Holdings Inc — Int/Div
Trust #1 - Lain Farm — Rent
Mondelez Intl Inc Com — None — from line 70)
Co-Trustee, Trust (Trust #1)
Reimbursement — Lousiana State Bar — 1128/12 t0 12/01/12 — New Orleans, LA — Activity of professional association — Transportation, lodging & tood
Spouse's income — 2012 — Fulton County Medical Examiner, Atlanta, GA. - Salary
Spouse's income — 2012 — Web MD - Editonal Stipend
Spouse's income — 2012 — Medical Director, Life Pomt of SC
Explanations for Part VIL Investments and Trusts
1. The rental property listed in Part VII, line 8% is located in Translyvania County, North Carolina, USA.
2. Trust # Iconsist of : Royal Dutch Shell
value L
value K
Allegheny Energy
Idearc
value J
Eli Lily
value K
Pepeo Holdings Inc
value J
value cost R Annual Rental Income E (This property was purchased in 1981 and is located outside the city limits
in Johnson County, Indiana, USA.
Lines 17-19 - Capital World Growth & ncome Fd CL A, name changed to American Cap Wrld Gr & Inc A.
Line 39 - Duke Energy was formed due to the merger with Progress Energy on 07/02/12.
Lines 56-58 - Growth Fund of America CL a name changed to American Gr Fd of America A.
Line 71 - Legg Mason Partners Aggressive Growth Fd Cl C name changed to Legg Mason Clrbridge Agg Gw C
Line 72 - Legg Mason Value Trust Ine name changed to Legg mason Cap Mgmt Val C,
8.
Line 75 - Licoln American Legacy View erroneously omitted in 2011.
9.
Line 80 - Metlife Life & Ann Co of Conn TLAC Port Arch name changed to Metlife TVL Portfolioaccess,
10. Line 81 - Metlife Life & Ann Co of Conn TLAC Marquiss Portfolio name changed to Metlife TVL Portfolio.
11. Line 109-110 « UTS FPT Dow Target 10 name changed to Unit First Trust Dow Target 10 May 2012 R. Same item listed on line 109 & 110, shown twice to
illustrate partial sale & partial purchase.
12. Line 113-115 - Washington Mutual Investors Fund CL A name changed to Washington WA Mutual A.
13. Article § Trust consist of lines: 10,18,20,27,31,4,42,4548,51, 5457658487 & 117.
14. Article 6 Trust consist of lines:
3,5,6,7.9,11,12,13,16,22.23 28 3 32,35 38.39.41 ,47,53,55,60,62.63,64.67.68,69,70.76,78,79,82 83.86 90,91 93,94 08, 105,106,108, 1 11,1 12,1 14 & 116.
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.