Gilbert Stroud Merritt jr

lL Ril ly

Gd iDEILTL Oo.

3/12/05

vil

Page 8 INVESTMENTS and TRUSTS — income, value, transactions (/nc/udes those of

spouse und Jopendens chddren. Sce pp. 34-57 of Instnuciions.)

—_—

of Asscts

Inox;

Gross value

t

trust Asc)

at end of

Tramacvons dong reparting period

reporting ponod

th

2)

——

If pot exempt froen disc lore

Place “(0° fier fach auser

Value

ciempt noe

ALP.

(ce.

v.

Value

buy, sell,

(c.g.

Vahse

a3)

4)

(5)

| Codel

eng oof

Codel

merger,

Cadel

i —e se i ed

(AH) |

et.)

(-P) |

Q-w)

redemption)

(A-H)

(if private transaction)

SOME

No repwmable income.

as

— vere ———

Southern Properties & Co.

(A)

Westgate Shopping

Ctr.

GC..xent..

1 (B)

White Castle

-

SL

Nashville,

(C) 3 rental houses

|

Nashville, TN

-—

pimp ens EE TR rte TN est swe KF cme imes————— a ————E SEE

« (D) Cash~--1interest

|

i

bearing

E Ant... N12 _.

"guntrug

Check & savi

Bahk

pas

aACCts.

itr ce TE

Jaspvailo

pons

SR3pEig € focen

PY 6 semen lu | Ty

Phillips

sale

ermitage,

—

—

G rent Pl

2/1/04

Bldrs.

,Art collection --

ia ma'am

Paintings

"

none M

Airplane

——

—

————

3}

SunTrust Bank

Account

E

int.

-

A Div.

K

-

Berkshire Hathaway

Heartland Express

A Div.

L

Sigma Aldrich

A Dav.

Equity Resad.

Prop.

A Diy

Tech

A Dav.

Data Corp.

—

[a

cas.

3111s or

sa es anc

purchases for rein-

Hotes

Int. ee etmemt throughout the year by

Schwab

lashvaille Bank & Trust A 0

“R W Buy 6/1/04. K.

!

|

|

EL

—

—

—

———

1

Ioneene (oan Ces A=51,000 or bess

B-$1.001-52.500

D=55

1-$15,000

E=$15.001-550.000

See Cl Bl. Od)

F «350.001. § (00.000

———

G-5100.00).51.000.000 Fi! 0000135 00.00 a

Value Uwaes

J-818 mor kas

~$15.00

vo!-¥%0,000

P2= 5.000.901 525 00000

INT (2, DY

m $25,000.00] -$ 50,000,000

N S200 Sno. m0

¢) $$00.001-51.0m0B Pl-3I. “300.001-55.000.000

t

“Value Metend {iy ey 0 a rqwa raf

deco LI

[

~ shat

“TR Cost (real estate only) 5= T=Cash/Market

————

WeEsumated