# William F Stone jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18468

## Record

- **Judge:** William F Stone jr
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 17

## Text

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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18468. Public record. Not legal advice.
