# Rebecca Beach Smith > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/22183 ## Record - **Judge:** Rebecca Beach Smith - **Year:** 2003 - **Pages:** 37 ## Text U.S. T-Note 7/15/06 U.S. T-Note 10/15/06 Procter & Gamble Co Investment Account #2 directing (line 38) Brokerage Account #2 holding (lines 39-111) Centennial Tax Exempt Trust — Interest Equities/Stocks: E.1. DuPont De Nemours & Co. — Int/Div Exxon Mobil Corp. — Int/Div General Electric Co — Int/Div — Sale Intemational Paper Co — Int/Div — Buy J.P. Morgan Chase & Co. — Int/Div Pepsico Inc — Int/Div St. Joe Co. — Int/Div Hewlett-Packard Co — Int/Div Dollar Tree Stores, Inc — None Tyco International Ltd. — Int/Div Raytheon Co — Int/Div Cooper Cameron Corp — None Caterpillar Inc — Int/Div — Sold Charles & Colvard Ltd. — None Conagra Inc (Del) — Int/Div Automatic Data Processing Inc — Int/Div Dell, Inc. (formerly known as Dell Computer Corp .) — None Honeywell International Inc — Int/Div — Buy Lucent Technologies Inc — None Medtronic Inc — Int/Div Time Warner Inc. (formerly known as AOL Time ‘Wamer) — None Microsoft Corp — Int/Div R.R. Donnelley & Sons Co. — Int/Div Ace Limited Ord — Int/Div Bank of America — Int/Div Cisco Systems Inc — None Duke Energy Corp. — Int/Div Eastman Kodak Co — Int/Div General Motors Corp. — Int/Div — Sale Johnson & Johnson — Int/Div Merck & Company Inc — None — Sold Venzon Communications — Int/Div AT&T Comp. — Int/Div — Buy Tax Exempt Bonds: Fairfax Cnty VA 6/1/03 Gen Oblg-Pub Impt-Series A — None — Redeem James City Cnty VA 12/15/04 Gen Oblg Pub Impt FGIC Ins — Interest Chesapeake VA 7/1/06 Wtr&Swr Sys Rev Refunding-Reg. — None — Redeem VA 6/1/04 Polytechnic Inst. & St Univ Rev Serv System — Interest Roanoke Va 2/1/05 Gen Oblg Public Improvement 96A — Interest Illinois 1/1/10 Northern Toll Hwy Auth Rev Pre- Refund — Interest — Redeem Upper Occoquan Sew Auth VA 7/1/07 Regl Sew Rev Refund — Interest Pittsylvania Cnty VA 7/1/05 Gen Obligation Pub Improvement — Interest Henrico Cnty VA 1/15/07 Gen Obligation-Refund Pub Improve — Interest — Redeem Fairfax Cnty VA 6/1/08 Public Impt & Refunding Ser 1999A — Interest Richmond VA 1/15/03 General Obligation Series A — Interest — Redeem Arlington Cnty VA 6/1/09 General Obligation Refunding — Interest Arlington Cnty VA 6/1/06 Gen Obligation Bonds Public Impt — Interest Montgomery Cnty VA 1/15/11 Indl Dev Auth Lease Revenue — Interest Henrico Cnty VA 5/1/10 Water & Sewer Revenue Refunding — Interest Richmond VA 7/15/07 Indl Dev Auth Govt Facs Auth Lease Rev — Interest Chesterfield Cnty VA 1/15/14 G.O. Pub. Impt Bds — Interest Lynchburg VA Indl Dev Auth Hithcare 1-105 — Interest — Buy Middle Riv Regl Jail 5-15-12 — None — Buy Prince William Cnty, VA Water & Sewer 7-1-12 — Interest — Buy Arlington Cnty, VA Gen Oblig 2-1-13 — Interest — Buy Alexandria, VA Cos Public Impv 6-15-15 — Interest — Buy Taxable Bonds: Eli Lilly & Co. Senior Notes 3/15/03 — Interest — Redeem FHLB 10/15/03 — Interest — Redeem Illinois Bell Telephone Debentures 2/1/04 — Interest U.S. T-Note 5/15/04 — Interest U.S. T-Note 2/15/05 — Interest U.S. T-Note 5/15/05 — Interest Virginia Higher EdI Instns-A 6/1/05 — Interest U.S. T-Note 7/15/06 — Interest U.S. T-Note 10/15/06 — Interest Virginia Housing Dev Auth Comwith Mtg 1/1/07 — Interest — Redeem U.S. T-Note 8/15/07 — Interest Monsanto Co. 2/5/08 BB — Interest Entergy Miss Inc. 4/1/08 — Interest Virginia 1 1/1/13 Dev Auth Muiti-Fam Hsg — None — Redeem Southtrust Bank — Interest Rental Property #1, Norfolk, VA — Rent C.A. Associates, 2%, Norfolk, VA — Int/Div GJF Currituck Beach Associates, NC — Int/Div IRA - Equi-Vest — Int/Div Deferred Annuity - Equitable Life Ins. Co. — Int/Div IRA-Brokerage Acct #3 directing and holding (lines 120-142) — Int/Div American Funds Washington Mutual Investors Fund American Funds Investment Company of America Calamos Growth Fund Federated Kaufman Fund — Sold First Eagle Sogen Global Fund Ing International Value Fund Lord Abbett Mid Cap Value Fund Managers Special Equity Fund Oakmark Intemational Small Cap Fund Pimco Foreign Bond Fund — Sold Pimco Pea Renaissance Fund Pimco Short Term Fund Pimco Total Retum Fund — Sold Royce Micro-Cap Fund Royce Pennsylvania Mutual Fund Scudder Dreman High Retum Fund — Sold UBS Pace Money Market Investment Fund American Funds Growth Fund of America — Buy AXA Rosenberg U.S. Small Capitalization Fund — Buy First Eagle Overseas Fund — Buy First Eagle Gold Fund — Buy JP Morgan Mid Cap Value Fund — Buy Invesco Leisure Fund — Buy Brokerage Account #4 directing and holding (lines 144-178) Resource Management Tax-Free Fund, Inc — Interest Equities/Stocks: General American Investors Preferred — Int/Div — Sold Aflax Inc — Int/Div BB&T Corp — Int/Div Berkshire Hathaway Inc — Int/Div Boston Scientific — Int/Div — Sold Canadian Pacific Railway Ltd. — Int/Div Conagra Food Inc — None — Sold Fedex Corp — Int/Div General Electric — None — Sold Georgia Gulf Corp. — None — Sold Harley Davidson Inc — None — Sold Johnson & Johnson — None Microsoft Corp. — Int/Div Nestle — Int/Div Pogo Producing Co — Int/Div Procter & Gamble Co. — Int/Div Progressive Corp. Ohio — Int/Div — Sold Southern Co. — Int/Div Wal Mart Stores Inc — None Weingarten Realty — Int/Div Wisconsin Energy Corp. — Int/Div Anheuser Busch Cos, Inc — Int/Div — Buy Caterpillar Inc — Int/Div — Buy Gillette Company — Int/Div — Buy Nextel Communications Inc — Int/Div — Buy Oracle Corp. — Int/Div — Buy Plum Creek Timber Co., Inc — Int/Div — Buy Royal Dutch Pete Co. — Int/Div — Buy 3M Co. — Int/Div — Buy Tax-Exempt Bonds: VA 8/1/13 St Pub Sch Auth A Rev — Interest Portsmouth 8/1/14 VA Pub Impt G.O — Interest Fairfax Cnty 4/4/16 VA Wir Auth Rev — Interest SunTrust Bank Account — Interest IRA - BB&T Account — Transfer — line 4 Investment Account #1 directing (line 4) — Int IRA-Brokerage Account #1 holding (lines 5-34) Hampton Roads Banlshares Inc (prior Bank of Hampton Roads) Centennial Government Trust The Diamonds Trust Standard & Poor’s 500 Depository Receipts Trust Taxable Bonds: Eli Lilly & Co 3/15/03 Senior Notes — Redeem U.S. T-Note 8/15/03 — Redeem Norfolk Southern Corp. 2/15/04 Note U.S. T-Note 2/15/05 U.S. T-Note 5/15/05 Virginia 11/1/04 Housing Developmt Auth. Multi Family U.S. T-Note 11/15/05 Norfolk & Southern Corp. 7.22% 9/15/06 Medium Term Notes U.S. T-Note 8/15/04 Sara Lee Corp. 6/19/08 Medium Term Note Virginia 1/1/07 Housing Dev. Auth, Comwith Mtg Rev-Series A — Redeem U.S. T-Note 8/15/07 U.S. T-Note 10/15/06 Burlington Northn & Santa Fe Ry Co 5/1/03 Equip TrCTF — Redeem U.S. TSY Inflation Index Notes 1/15/08 Chandler AZ MUN PPTY Corp. 7/1/03 — Redeem U.S. TSY Inflation Index Note 1/15/10 FNMA 5220/05 — Redeem Gateway Bank FSB 12/27/04 Utilicorp United Inc. 10/1/04 GNMA 6/15/03 P.T — Redeem US TSY Inflation Index Notes 7-15-13 — Buy FFCB 12-11-09 — Buy Raven Hills TX Higher Ed 8-1-06 — Buy Providian Natl Bk 10-25-04 — Buy BB&T Account — Interest Conagra Inc (Del) — Int/Div Automatic Data Processing Inc — Int/Div Dell, Inc. (formerly known as Dell Computer Corp .) Honeywell Intemational Inc. — Buy Lucent Technologies Inc. Medtronic Inc — Int/Div Time Wamer Inc. (formerly known as AOL Time ‘Wamer) Microsoft Corp. — Int/Div R.R. Donnelley & Sons Co. — Int/Div Ace Limited Ord — Int/Div Bank of Amenca — Int/Div Cisco Systems Inc Duke Energy Corp — Int/Div Eastman Kodak Co. — Int/Div General Motors Corp. — Int/Div — Sale Johnson & Johnson — Int/Div Merck & Company Inc. — Sold Verizon Communications — Int/Div Chesterfield Cnty VA 1/15/14 G.O. Pub. Impt Bds — Interest Lynchburg VA Indl Dev Auth Hithcare 1-1-05 — Buy Middle Riv Regl Jail 5-15-12 — Buy Prince William Cnty, VA Water & Sewer 7-1-12 — Buy Arlington Cnty, VA Gen Oblig 2-1-13 — Buy Alexandria, VA Cos Public Impv 6-15-15 — Buy Taxable Bonds: Eli Lilly & Co. Senior Notes 3/15/03 — Redeem FHLB 10/15/03 — Redeem Illinois Bell Telephone Debentures 2/1/04 — Interest U.S. T-Note 515/04 — Interest U.S.T-Note2/15/05 — Interest U.S. T-Note 5/15/05 — Interest Virginia Higher Ed! Instns-A 6/1/05 — Interest U.S. T-Note 7/15/06 — Interest U.S. T-Note 10/15/06 — Interest Virginia Housing Dev Auth Comwith Mig 1/1/07 — Redeem U.S. T-Note 8/15/07 — Interest Monsanto Co. 2/5/08 — Interest Entergy Miss Inc. 4/1/08 — Interest Virginia 11/1/13 Dev Auth Multi-Fam Hsg — Redeem Southtrust Bank — Interest Rental Property #1, Norfolk, VA — Rent C.A. Associates, 2%, Norfolk, VA — Int/Div GJF Currituck Beach Associates, NC — Int/Div IRA -Equi-Vest — Int/Div Deferred Annuity - Equitable Life Ins. Co. — Int/Div IRA-Brokerage Acct #3 directing and holding (lines 120-142) — Int/Div American Funds Washington Mutual Investors Fund American Funds Investment Company of America Calamos Growth Fund Federated Kaufman Fund — Sold First Eagle Sogen Global Fund Ing Intemational Value Fund Lord Abbett Mid Cap Value Fund Equities/Stocks: General Amencan Investors Preferred — Sold Aflax Inc — Int/Div BB&T Corp. — Int/Div Berkshire Hathaway Inc — Int/Div Boston Scientific — Sold Canadian Pacific Railway Ltd — Int/Div Conagra Food Inc — Sold Fedex Corp — Int/Div General Electric — Sold Georgia Gulf Corp. — Sold Harley Davidson Inc — Sold Johnson & Johnson Microsoft Corp. — Int/Div Nestle — Int/Div Pogo Producing Co. — Int/Div Procter & Gamble Co. — Int/Div Progressive Corp. Ohio — Sold Progressive Corp. Ohio — nve No re ATE SunTrust Bank Account — Interest IRA - BB&T Account — Transfer — line 4 Investment Account #1 directing (line 4) — Int IRA-Brokerage Account #1 holding (lines 5-34) Hampton Roads Bankshares Inc (prior Bank of Hampton Roads) Centennial Government Trust The Diamonds Trust Standard & Poor's 500 Depository Receipts Trust Taxable Bonds: Eli Lilly & Co 3/15/03 Senior Notes — Redeem U.S. T-Note 8/15/03 — Redeem Norfolk Southern Corp. 2/15/04 Note U.S. T-Note 2/15/05 U.S. T-Note 5/15/05 Virginia 11/1/04 Housing Developmt Auth. Multi Family U.S. T-Note 11/15/05 Norfolk & Southern Corp. 7.22% 9/15/06 Medium Term Notes U.S. T-Note 8/15/04 Sara Lee Corp. 6/19/08 Medium Term Note Virginia 1/1/07 Housing Dev. Auth. Comwith Mtg Rev-Series A — Redeem U.S. T-Note 8/15/07 U.S. T-Note 10/15/06 Burlington Northn & Santa Fe Ry Co 5/1/03 Equip Tr-CTF — Redeem U.S. TSY Inflation Index Notes 1/15/08 Chandler AZ MUN PPTY Corp. 7/1/03 — Redeem U.S. TSY Inflation Index Note 1/15/10 FNMA 5720/05 — Redeem Gateway Bank FSB 12/27/04 Utilicorp United Inc. 10/1/04 GNMA 6/15/03 P.T — Redeem US TSY Inflation Index Notes 7-15-13 — Buy FFCB 12-11-09 — Buy Raven Hills TX Higher Ed 8-1-06 — Buy Providian Natl Bk 10-25-04 — Buy BB&T Account — Interest Investment Account #2 directing (line 38) — Int Brokerage Account #2 holding (lines 39-111) Centennial Tax Exempt Trust Equities/Stocks: E.l. DuPont De Nemours & Co ExxonMobil Corp. General Electric Co. — Sale International Paper Co. — Buy J.P. Morgan Chase & Co. Pepsico Inc St. Joe Co. Hewlett-Packard Co. Dollar Tree Stores, Inc. Tyco International Ltd. Raytheon Co. Cooper Cameron Corp. Caterpillarinc — Sold Charles & Colvard 11d. Conagra Inc (Del) Automatic Data Processing Inc Dell, Inc. (formerly known as Dell Computer Corp .) Honeywell International Inc — Buy Lucent Technologies Inc Medtronic Inc. Time Wamer Inc. (formerly known as AOL Time ‘Wamer) Microsoft Corp. R.R. Donnelley & Sons Co. Ace Limited Ord Bank of America Cisco Systems Inc Duke Energy Corp. Eastman Kodak Co. General Motors Corp. — Sale Johnson & Johnson Merck & Company Inc — Sold Verizon Communications AT&T Com. - — Buy Tax Exempt Bonds: Fairfax Cnty VA 6/1/03 Gen Oblg-Pub Impt-Series A — Redeem James City Cnty VA 12/15/04 Gen Oblg Pub Impt FGIC Ins Chesapeake VA 7/1/06 Wtr&Swr Sys Rev Refunding-Reg. — Redeem VA 6/1/04 Polytechnic Inst. & St Univ Rev Serv System Roanoke Va 2/1/05 Gen Obig Public Improvement 96A Illinois 1/1/10 Northen Toll Hwy Auth Rev Pre- Refund — Redeem Upper Occoquan Sew Auth VA 7/1/07 Regl Sew Rev Refund Pittsylvania Cnty VA 7/1/05 Gen Obligation Pub Improvement Henrico Cnty VA 1/15/07 Gen Obligation-Refund Pub Improve — Redeem Fairfax Cnty VA 6/1/08 Public Impt & Refunding Ser 1999A Richmond VA 1/15/03 General Obligation Series A — Redeem Arlington Cnty VA 6/1/09 General Obligation Refunding Arlington Cnty VA 6/1/06 Gen Obligation Bonds Public Impt Montgomery Cnty VA 1/15/11 Ind! Dev Auth Lease Revenue Henrico Cnty VA 5/1/10 Water & Sewer Revenue Refunding Richmond VA 7/15/07 Indl Dev Auth Govt Facs Auth Lease Rev Chesterfield Cnty VA 1/15/14 G.O. Pub. Impt Bds Lynchburg VA Indl Dev Auth Hithcare 1-1-05 — Buy Middle Riv Regl Jail 5-15-12 — Buy Prince William Cnty, VA Water & Sewer 7-1-12 — Buy Arlington Cnty, VA Gen Oblig 2-1-13 — Buy Alexandria, VA Cos Public Impv 6-15-15 — Buy Taxable Bonds: Eli Lilly & Co. Senior Notes 3/15/03 — Redeem FHLB 10/15/03 — Redeem Illinois Bell Telephone Debentures 2/1/04 U.S. T-Note 5/15/04 U.S. T-Note 2/15/05 U.S. T-Note 5/15/05 Virginia Higher Edl Instns-A 6/1/05 Virginia Housing Dev Auth Comwlth Mtg 1/1/07 — Redeem U.S. T-Note 8/15/07 Monsanto Co. 2/5/08 Entergy Miss Inc. 4/1/08 Virginia 11/1/13 Dev Auth Multi-Fam Hsg — Redeem Southtrust Bank — Interest Rental Property #1, Norfolk, VA — Rent C.A. Associates, 2%, Norfolk, VA — Int/Div GJF Currituck Beach Associates, NC — Int/Div IRA - Equi-Vest — Int/Div Deferred Annuity - Equitable Life Ins. Co. — Int/Div IRA-Brokerage Acct #3 directing and holding (lines 120-142) — Int/Div American Funds Washington Mutual Investors Fund American Funds Investment Company of America Calamos Growth Fund Federated Kaufman Fund — Sold First Eagle Sogen Global Fund Ing Intemational Value Fund Lord Abbett Mid Cap Value Fund Managers Special Equity Fund Oakmark Intemational Small Cap Fund Pimco Foreign Bond Fund — Sold Pimco Pea Renaissance Fund Pimco Short Term Fund Pimco Total Return Fund — Sold Royce Micro-Cap Fund Royce Pennsylvania Mutual Fund Scudder Dreman High Return Fund — Sold UBS Pace Money Market Investment Fund American Funds Growth Fund of America — Buy AXA Rosenberg U.S. Small Capitalization Fund — Buy First Eagle Overseas Fund — Buy First Eagle Gold Fund — Buy JP Morgan Mid Cap Value Fund — Buy Invesco Leisure Fund — Buy Brokerage Account #4 directing and holding (lines 144-178) — Int Resource Management Tax-Free Fund, Inc Equities/Stocks: General American Investors Preferred — Sold Aflax Inc BB&T Corp. Berkshire Hathaway Inc Boston Scientific — Sold Canadian Pacific Railway Ltd. Conagra Food Inc. — Sold Fedex Corp General Electric — Sold Georgia Gulf Corp. — Sold Harley Davidson Inc. — Sold Johnson & Johnson Microsoft Corp. Nestle Pogo Producing Co. Progressive Corp. Ohio — Sold Southem Co. Wal Mart Stores Inc Weingarten Realty Wisconsin Energy Corp. Anheuser Busch Cos, Inc — Buy Caterpillar Inc. — Buy Gillette Company — Buy Nextel Communications Inc. — Buy Oracle Comp. — Buy Plum Creek Timber Co., Inc — Buy Royal Dutch Pete Co. — Buy 3M Co. — Buy Tax-Exempt Bonds: VA 8/1/13 St Pub Sch Auth A Rev Portsmouth 8/1/14 VA Pub Impt G.O. Fairfax Cnty 4/4/16 VA Wtr Auth Rev V Add. AAAS ATA A ANTAL 2h ANA \JANTVAL LA AVA VAN Aowddd Ad ANd AA ANWJAN AR --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/22183. Public record. Not legal advice.