John H. Moore 2
2007
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Pull out the substance of this filing.
What was filed
34
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
0
spouse income
Named parties
- Notes, Sec VIII
- Notes, Sec VII
- Trust # 1
- State of Florida - retirement
- Sun Life Insurance Co. - Annuity (until July 2007) See Notes
As filed
Vet Admin — Interest
Wachovia — Interest
Ameren, common stock — Int/Div
Pacific Gas & Elec. Co., common stock — Int/Div — donated — Notes, Sec VIII
J.P. Morgan Chase & Co., common stock — Int/Div
Merrill Lynch CMA Acct. — Int/Div
Bond-Fla. St. JTA) — Interest
Bank of America — Interest
Walt Disney - common stock — Int/Div — donated — Notes, Sec VIII
USAA Tax Ex. H.Y. Fund — Int/Div
Bank of America — Interest
Wachovia, IRA CD — Interest
Wachovia, IRA CD — Interest
Becton-Dickinson, common stock — Int/Div
Exxon Mobil - common stock — Int/Div
Goodyear Tire, common stock — Int/Div — donated — Notes, Sec VIII
Southern Co., common stock — Int/Div
Avery Dennison Corp., common stock — Int/Div
Van Kam FL Qual Mun Tr, mutual funds — Int/Div
Novartis ADR, common stock — Int/Div
Campbell Soup Co., common stock — Int/Div
Toll Bros. Inc.. common stock — Int/Div — donated — Notes, Sec VIII
Palm Beach Cty Sch., Bond — Interest
Palm Beach Cty Sch., Bond — Interest
Verizon - common stock — Int/Div
Vodafone — Int/Div
Equitable Accumulator - annuity — Int/Div — Sold
Wachovia Diversified Managed Account — Int/Div
Wachovia Nuveen Asset Mgmt - High Quality Municipal Bond Fnd — Interest
USAA - Investment Account — Interest
USAA - Savings — Interest
General Electric - common stock — Int/Div
Ametek — Int/Div — donated — Notes, Sec VIII
BellSouth — Int/Div — Notes, Sec VII
Co-Trustee, Trust # 1
Income — Monthly — State of Florida - retirement — $22,804.00
Income — Monthly — Sun Life Insurance Co. - Annuity (until July 2007) See Notes — $2060.00
I. The trust is a Gi living trust consisting of all assets included in this report except Trust # 2, line 51.
111. The annuity expired in July 2007 with no carryover value.
VII Lines 4, 9, 16, 22, 33, 37, 39 and 40 all were donated on 12/19/07 to create Trust II, line 51. Although we ED I) receive a quarterly distribution from
the trust, it is irrevocable; thus it has no value to us.
VII Line 34 - Bellsouth merged with AT&T
VII Par Investment Club, line - all stocks held by the Club, lines 48 through 89 on the 2006 report were all redeemed by the Par Investment Club when I resigned
my membership on 12/31/07.
VII Line 50 - Partial stock transfer from Merrill Lynch account, line 6.
VII Line 51 - Trust was created by transferring stocks listed on lines 4, 9, 16, 22, 33, 37, 39, and 40.
VII Line 52 - This was purchased with funds from sale of Line 27.
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.