James Harvie Wilkinson 3

2003

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Pull out the substance of this filing.

What was filed

  • 53

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Ditxnar Company
  • Paradigm Management Company

As filed

Trust#l

1 Albemarle Corp Common Stock — Int/Div

BellSouth Corp. Compr on Stock — Int/Div

DaPont E 1 De Nemours & Co. Carnmon Stock — Int/Div

Dike Energy Corp Cemman Stock — Int/Div

Geoeral Elecxic Co Corp Common Stock — Int/Div

Gillette Co Common Stosk — Int/Div

Hewlett Packaid Cemmon Stock — Int/Div

Lilly Efi & Company Common Stock — Int/Div

Media Gen Inc Cl A Commo Stock — Int/Div

Proctor & Gamble Common Stock — Int/Div

Providence & Worcester RR Co Common Stock — Int/Div

Royal Dutch Pete Co NY Registry Shs Par N GLDR 125 — Int/Div

Schering Plough Corp Common Steck — Int/Div

Wyeth Labs Common Stock — Int/Div

STI CLASSIC Fd-Growth & Income Trust Shares — Int/Div

STI CLASSIC Fd-Cap Appres Trust Shares — Int/Div

STI CLASSIC Fd-Cap Apprec Trust Shares — Int/Div — buy

STI CLASSIC Fd-Info & Tech FD Trust Shares — None

STI CLASSIC Fd-Va Muni Bond Trust Shares — Interest — Sell

STI CLASSIC Fd-Va Tax-Free Money Market Trust Shares — Interest

TRA#I — Int/Div

Albemarle Corp Common Stock — Int/Div

Belisouth Corp BLS Group Common Stock — Int/Div

Pont E I DeNemours & Co Common Stock — Int/Div

Duke Energy Corp Common Stock — Int/Div

Hewlett Packard Common Stock — Co

Jefferson Pitot Corp Common Stock — Int/Div

Johnson & Johnson Common Stock — Int/Div

Royal Dutch Pete Co NY Reg Shr Par N GLDR 1.25 — Int/Div

Schering Plough Corp Cenunon Stock — Int/Div

STI CLASSIC Fd-Cap Apprec Trust Shares — Int/Div

STICLASS Fd-Info & Tech Trust Shares — Int/Div

STI CLASSIC Fd-VA Tax-Free Muncy Market Trust Shares — Interest

Deposit Accounts

SunTrust Bank Interest Checking — Interest

SunTrust Bank Checking #1 — Nong

SunTrust Bank Checking #2 — None

T) Altria Group Inc Cermnnion Steck — Int/Div — self

1) AT&T Wireless Svsc Inc Conuaon Stock — Int/Div — Sel:

T) Ceca Cola Co Comtnon Steck — Int/Div

T) Meese & Co Common Stock — Int/Div

T) Du Pont EI De Nemours & Cc Common Steck — Int/Div

T} General Electric Co Common Steck — Int/Div

T Hewlett Packard Commoa Stock — Int/Div

T) I M Smucker Co Common Stock — Int/Div — Sell

T) Johnson & Johnson Common Stock — Int/Div

1} Procter & Gamble Co Commoz Stock — Int/Div

T) SunTrust Bank Inc Common Stock — Int/Div

T} SunTrust Bank Inc Common Stec — Int/Div — self

T} STICL.ASSIC Fd-Cap Appree Trust Shares — Int/Div — buy

1) STI CLASSIC Fd-Va Tax-Fres Money Market Fd Trust Shares — In{erast

T) ST: CLASSIC Fd-Va Inter Muni Bond Trust 7 Shares — Interest

Agreement — 1. — Twill receive no salary from my former employer. the University of VA Law School. There will be na continuing partlcioation in any benefit plan (cntd Part 8)

Liability — Ditxnar Company — Guarantor On Year To Year Lease

Liability — Paradigm Management Company — Ened Brat Guarantor On Year To Year Lease

LalICRIC part Go xopod,

VIL AVJDMITIUNALINEURIVIA TION OR EAPLANATIOND

Part 2: Parties and Terms Re: 1 wili rec, contd....provided by the University although past pension benefits are vested. My mortgage was provided at 2

favorable rate available to faculty members and had to be refinanced within 6 ms. of leaving the University. The mergage was paid in full 02/09/1985

Peposit Accounts GERI 13 oth BREEN vere empoyed fol] time for the year 2003 and thus are no longer lisked as dependents during that period

(I) On the death o/SRERIN August 16, 1990), a trust was crested titled

im

revocable Trust

and SunTrust Bank

formerly Ceestar Bank, are the Co-Trustee's.

Within that trust there are two wdvidsd 3 Shares, a

shareand a

" —

The nature of my

interest in th trusts is as follows:

With raspect to he

may

s beneficiary of that trust during her lifetime. Upon her death, whatever remains in the HER

Trust is %0 be added ¥o the

Trust

Vy Gi

nd [ have equal fistwre interest in the Mari! Trust.

With respect tg tf 2)

corporate tisutee has sole discretion to distribute wust income and principal to

gid me, and

wr respectiv

and @

Distr

ns must be deemed necessary for z distributec’s health, support, of maiménance

and | are

each poteatiai current beneficiznes of the

Tush.

-

The corporate trustee informs me that as of #he end #f this reposting period the division has not been made

* Philip Mosris- had corporate name change to Alia Group

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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James Harvie Wilkinson 3 | Frix