William F Stone jr

2011Annual

Ask Donna

Pull out the substance of this filing.

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

What was filed

  • 196

    investments

  • 3

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • market
  • makret
  • beneficury
  • beneticury
  • beneticuury
  • benetficury
  • beneficuury
  • beneficiary
  • Trust #1
  • Fhe Estate of IN (see note # 4)
  • Misc
  • Southern Bankruptcy Law Institute
  • Virginia Retirement System « Virgina teacher's pension monthly benefit

As filed

Baxter Intl, Inc — Int/Div

BPPLC — Int/Div — Buy — market

Cardinal Health, Inc — Int/Div

Carefusion Corp. — None

Chevron Texaco Corp. (see note #1) — Int/Div

Coca Cola (see note #1) — Int/Div

BB&T Corporation — Int/Div

BB&T Financial, FSB (Insured Bank Deposit Program) — Interest

Colgate Palmolive Co — Int/Div

Conagra Foods, Inc — Int/Div

EL duPont — Int/Div

Eaton Corporation — Int/Div

Edwards Lifesciences Corp. — None

Fastman Kodak — None

Exxon Mobil Corp. (see note £1) — Int/Div

Freeport McMoran Copper & Gold — Int/Div

General Electric Corp. — Int/Div

Eagle - JP Morgan Prime Money Market Fund (see notes #1 & 5) — Int/Div — Sold (part)

Raymond James Bank Deposit Program (see note # Sy — Interest

IBM — Int/Div

Ingles Markets, Inc — Int/Div — Buy (add'l) — market

Ingles Markets, Inc — Buy (add'l) — market

International Paper — Int/Div

NCR Corp (X) — None

Norfolk Southern Corp — Int/Div — Sold (part) — market

Norfolk Southern Corp — Sold (part) — market

Northwestern Mutual Life Ins. Co. (see note an — Int/Div

SPX Corporation — Int/Div

Schlumberger Ltd. — Int/Div

Sealed Air Corp. (common) — Int/Div

Sprint Nextel Corp. (see note £1) — None

Ultralife Batteries, Inc — None

W.R Gruce & Co — None

YUM Brands. Inc. (see note £1) — Int/Div

Frenesius Medical Care, AG — Int/Div

Pepsico, Inc. (see note #1) — Int/Div

AT&T (see note £1) — Int/Div

Branch Banking & Trust Co. of VA Accts (see note #1) — Interest

Stifel Nicolaus Insured Bank Deposit Program — Interest

Frontier Communications — Int/Div — Buy (add'l) — market

Frontier Communications — Buy (add'l) — market

Republic Services, Inc — Int/Div

Eagle Growth & Income Fund Class A M/F (see note #1) — Int/Div — Buy (add'l) — market

Eagle Growth & Income Fund Class A M/F (see note #1) — Buy (add'l) — market

Federated VA Mum Service (formerly VA Muncipal Cash Trust) — Interest

Archer Daniels Midland Co — Int/Div

Bristol Meyers Squibb Co — Int/Div

Eastman Chemical Co. — Int/Div

Glaxo Smith Kline PLC (see note 2 1) — Int/Div

Honeywell Int'l Inc — Int/Div

Intel Corp. (see note 21) — Int/Div — Buy — market

Intel Corp. (see note 21) — Buy (add'l) — market

Intel Corp. (see note 21) — Buy (add'l) — market

Kroger Co. — Int/Div

Whirlpool Corp. — Int/Div

Microsoft Comp. — Int/Div

Johnson & Johnson (see note £1) — Int/Div

Texas Instruments Inc — Int/Div

Xerox Corporation — Int/Div

Zimmer Holdings — None

Federated Strategic Value Div Fund Class A MF (X) — Int/Div

Pimco Total Return Fund Class A M/F (X) — Int/Div

Thomburg Investment Income Builder Fund Class NL (X) — Int/Div

VanGuard Short Term Bond Index Fund Investor Class NL (X) — Int/Div

SPDR Index SHS Funds S&P INTL Div ETF (X) — Int/Div

SPDR Series Trust S&P Div ETF — Int/Div — Buy — market

Sector SPDR TR SBI INT-UTILS — Int/Div — Buy — makret

Duke Energy Corp New (X) — Int/Div — Sold — market

Piedmont Nat Gas Inc. (X) — Int/Div — Sold — market

Spectra Energy Corp. (X) — Int/Div — Sold — market

General Mls Inc — Int/Div — Buy — market

IRA #2

Verizon Comm. (GTE) Debenture — Interest

Eagle Capital Appreciation Trust Fund — None

Eagle Growth & Income Trust Fund — Int/Div

Eagle Mid Cap Stock Fund — None

Eagle Intemational Equity Fund — None

Raymond James Bank Deposit Program (cash balance) — Interest

IRA #3

Eagle Int'l Equity Fund Class A — None

Eagle Mid Cap Stock Fund Class A — None

Eagle Growth & Income Trust Fund — Int/Div

Trust #1 (1/3 beneficiary) (see note # 3)

Abbott Labs — Int/Div — Buy (add'l) — market

Abbott Labs — Buy (add'l) — market

Aston/River Road Div All Cap Val Fund — Int/Div — Buy — market

BB&T Comp — Int/Div

Chevron Texaco Corp. — Int/Div

General Electric Co. Com — Int/Div — Buy (add'l) — market

linois Tool Works, Inc — Int/Div

Intel Corp. — Int/Div — Buy (add'l) — market

Intel Corp. — Buy (add'l) — market

Lowes Companies, Inc — Int/Div

Merk Hard Currency Fund — Int/Div — Buy — market

Minnesota Mining & Manuf — Int/Div — Buy (add'l) — market

Norfolk Southern Corp — Int/Div

Oracle Corp. — Int/Div

Pfizer Inc — Int/Div — Sold — market

Raymond James Money Market Account (cash balance) (Y)

Unilever Plc Adr — Int/Div

United Tech Corp. Com — Int/Div

Verizon Communications — Int/Div

TD Ameritrade Money Market Acct. (Y)

Northwestern Mutual Life Insurance Co. — Int/Div

Ishares TR Index MSC1 EAFE — Int/Div — Sold (part) — market

Ishares TR Index MSC1 EAFE — Sold (part) — market

Sector SPDR TR SBI — Int/Div

Frontier Communications Corp. — Int/Div — Buy (add'l) — market

Powershares ETF Intl Divd Achievers — Int/Div — Buy — market

SPDR Series Trust S& P Divid ETF — Int/Div

Vanguard Short Term Bond Stock Index Fund — Int/Div — Sold (part) — market

Vanguard Short Term Bond Stock Index Fund — Sold (part) — market

Vanguard Short Term Bond Stock Index Fund — Sold (part) — market

Trust #2

BB&T checking account — Interest

CVS Caremark RX Inc — Int/Div

Centurylink (see note 2 1) — Int/Div

Windstream Corp. (common) (see note #1) — Int/Div

Pfizer Inc — Int/Div — Sold (part) — market

Fundamental Investors 529 Plan — Int/Div

Washington Mutual Investors Fund 529 Plan — Int/Div

AMCAP Fund 529 Plan — Int/Div

SMALLCAP World Fund 529 Plan — Int/Div

Investment Company of America 529 Plan — Int/Div

Unilever NV. NY SHS New — Int/Div

Redwood TR Inc. REIT — Int/Div

Rental Property, Myrtle Beach, SC (see note wo) — Rent

Trust £3

Raymond James Bank Deposit Program (see note #7) — Interest — Closed

Raymond James Cash/Client Interest Program — None

SPDR S& P Midcap (see note 48) — Int/Div — Sold (part) — beneficury

SPDR S& P Midcap (see note 48) — Sold (part) — beneticury

SPDR S& P Midcap (see note 48) — Sold — market

Federated Strategic Value Fund Class A M/F — Int/Div — Sold (part) — beneficury

Federated Strategic Value Fund Class A M/F — Sold (part) — beneficury

Federated Strategic Value Fund Class A M/F — Distributed — beneticuury

Pimco Total Return Fund Class A M/F — Int/Div — Sold (part) — benetficury

Pimco Total Return Fund Class A M/F — Sold (part) — beneticury

Pimco Total Return Fund Class A M/F — Distnibuted — beneficuury

Thomburg Investment Income Builder Fund Class NL — None — Sold (part) — beneticuury

Thomburg Investment Income Builder Fund Class NL — Sold (part) — beneticury

Thomburg Investment Income Builder Fund Class NL — Distributed — beneticury

Ishares TR Index Barclys (see note #8) — Int/Div — Sold (part) — beneficuury

Ishares TR Index Barclys (see note #8) — Sold (part) — beneticury

Ishares TR Index Barclys (see note #8) — Sold — market

Ishares TR Index Russell I000GRW (see note #8) — Int/Div — Sold (part) — beneticury

Ishares TR Index Russell I000GRW (see note #8) — Sold (part) — beneticury

Ishares TR Index Russell I000GRW (see note #8) — Sold — market

Ishares TR Index Russell 2000 (see note Ws) — Int/Div — Sold (part) — beneficury

Ishares TR Index Russell 2000 (see note Ws) — Sold (part) — beneficiary

Ishares TR Index Russell 2000 (see note Ws) — Sold — market

SPDR Index SHS Funds S&P Int] — None — Sold (part) — beneficury

SPDR Index SHS Funds S&P Int] — Sold (part) — beneticury

SPDR Index SHS Funds S&P Int] — Distnbuted — beneticury

Ishares TR US PFD STK 1DX (see note us) — Int/Div — Sold (part) — beneficiary

Ishares TR US PFD STK 1DX (see note us) — Sold (part) — beneficury

Ishares TR US PFD STK 1DX (see note us) — Sold — market

Vanguard Short Term Bond Index Fund — Int/Div — Sold (part) — beneticury

Vanguard Short Term Bond Index Fund — Sold (part) — beneticury

Vanguard Short Term Bond Index Fund — Distnbuted — beneficury

Trust #4

Eagle - JP Morgan Tax Free Money Market Fund (see note #7) — Int/Div — Closed

Raymond James Cash/Client Interest Program — None

Dominion Res. Inc. Va New — Int/Div — Sold (part) — beneticury

Dominion Res. Inc. Va New — Sold (part) — beneficiary

Dominion Res. Inc. Va New — Sold (part) — beneficiary

Dominion Res. Inc. Va New — Distributed — beneticuury

Exxon Mobil Corp — Int/Div — Sold (part) — beneticury

Exxon Mobil Corp — Sold (part) — beneficiary

Exxon Mobil Corp — Sold (part) — beneticuury

Exxon Mobil Corp — Distnbuted — beneticury

Frontier Comunications Inc — None — Sold — market

Verizon Communications Inc — Int/Div — Sold (part) — beneficuury

Verizon Communications Inc — Sold (part) — beneficuury

Verizon Communications Inc — Sold (part) — beneticury

Verizon Communications Inc — Distnbuted — beneticury

Piedmont Mun. Pwr Agy — Interest — Redeemed

Chevron Corp New — Int/Div — Sold (part) — beneficury

Chevron Corp New — Sold (part) — beneficury

Chevron Corp New — Sold (part) — beneticury

Chevron Corp New — Distributed — beneticury

Ishares TR US PFD STK IDX — Int/Div — Sold — market

Sector SPDR TR — None — Sold — market

Vanguard Short Term Bond Index Fund — Int/Div — Sold — market

Trust #5 (see note 46)

BP PLC — Int/Div

Citigroup Inc — None — Sold — market

Duke Energy Corp. New — Int/Div

Frontier Communications Corp. — Int/Div

Piedmont Nat Gas — Int/Div

Progress Energy Inc — Int/Div

Southern Company — Int/Div

Spectra Energy Corp. — Int/Div

Travelers Companies Inc — Int/Div

Verizon Commumcations Inc — Int/Div

Raymond James Bank Deposit Program — Interest

Co-Trustee, Trust #1

Executor, Fhe Estate of IN (see note # 4)

Inactive Trustee of vanous deeds of trust as a result of prior law pract, Misc

Gift — Southern Bankruptcy Law Institute — waiver of seminar registration fee (April 2011 conference) (see note #2) — $750.00

Spouse's income — 2011 — Virginia Retirement System « Virgina teacher's pension monthly benefit

1. Investments im same companies of reporting person andl] have been combined for this report.

2. The waiver of the seminar registration fee is a courtesy provided to all bankruptcy judges by the SBLL Part V, line 1,

3. 1/3 of total trust asset values and income is reported. Part VII, line 83.

4. The only undistributed asset held in The Estate of [NNN is unsold item(s) of personalty. Part I, line 3.

5. On April 13,2011, some of the cash held in the Eagle- JP Morgan Prime Money Market Fund was transferred to the Raymond James Bank Deposit Program

sweep account, Part VII, lines 18 and 19.

6. This trust was funded on March 9, 2011. All assets disclosed in this section of the report were transferred from [NN cstate on March 9, 2011 into

this trust. [EE is the trustee of this Trust, Part VII, line 185.

7. Funds in this cash sweep account were transferred to the Raymond James Cash/Client Interest Program listed on the following line of the report. Part VII, lines

129 and 162.

8. After the two distributions to trust beneficiaries were made, 4 final distribution of the footnoted asset to | NNGEEE vas made on March 22,

2011. This asset was then sold by [EEEGGEEEEEEEEN on date reported.

9. The purchase price of the real estate, in 2010, was $405,000, $20,000 of which was allocated to furnishings in the property, Part VII, line 127.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

William F Stone jr | Frix