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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.

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