Susan Ritchie Bolton

2010

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Pull out the substance of this filing.

What was filed

  • 87

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Sonoma National Bank, CA
  • Organizational Diagnostics, L.L.C. - earnings

As filed

Pepsico common stock

US Treasury zero coupon bonds (3)

IBM common stock — Int/Div

FIA Card Services (formerly Merrill Lynch Bank) — Interest

Bank of America, Arizona — Interest

Merrill Lynch Single Premium Life- Insurance — None

Philadelphia Life Insurance Company: Insurance — None

U.S. Savings Bonds — None

Virtus Balanced Fund — Int/Div

MLF Retirement Plus-Annuity — None

Transamerica Landmark Annuity — None

Allianz Franklin-Annuity — None

Nelson II Freeway Limited Partnership — None

Merrill Lynch Basic Retirement Plan-Profit Sharing

GE Money Bank CD — Buy

US Treasury Note — Buy

US Treasury Inflation Notes (3)

Citibank CD

American Express Cent. Bank CD

Capital One CD

Discover Bank CD — Redeemed

US Treas. Inflation Note — Redeemed

Western Bank CD — Redeemed

GE Money Bank CD — Buy

Ally Bank CD — Buy

JP Morgan Chase CD — Redeemed

Carolina First Bank CD

US Treasury Inflation Notes (2 remain, 1 redeemed) — Sold (part)

GE Money Bank CD — Redeemed

Motorola common stock

Vodafone common stock

Capital One CD

Blackrock Global

US Treasury-zero coupon bond

Merrill Lynch IRA (FGB)

Bank of America CD — Buy

Discover Bank CD (2) — Buy

Bank of AmericaCD — Buy

US Treasury Inflation Note

FIA Card Services NA (formerly Bank USA)

Yum Brands common stock

US Treasury Inflation Note — Redeemed

U.S. Treasury Inflation Note — Redeemed

Discover Bank CD — Redeemed

Capital One CD

Capital One Bank CD

Fidelity Equity Income Fund — Int/Div

Fidelity Magellan mutual fund — Int/Div

Fidelity Value mutual fund — Int/Div

Fidelity Puritan mutual fund — Int/Div

Janus Balanced mutual fund — Int/Div

Vanguard Growth Index Fund — Int/Div

Vanguard 500 Index Fund — Int/Div

Vanguard Prime Cap Fund — Int/Div

Vanguard IRA

Total Stock Market Index Fund

Growth Index Fund

Vanguard IRA — Int/Div

Total Stock Market Fund

Gilbert AZ Public Facility Muni Bond — Interest

Merrillville IN Muni Bond zero coupon — None

Illinois DFA zero coupon Muni Bond — None

TTT Oroville, CA (1972, $5,000) — None

Arizona State Retirement System — None

Keyport Keyannuity — None

Keyport Keyannuity — None

Merrill Lynch IRA (SRB) — 1

American Express Bank CD — Buy

Beal Bank CD — Buy

BMW Bank CD — Buy

AllyBank CD — Buy

AllyBank CD — Redeemed

Bank of America CD

Discover Bank CD

US Treasury Inflation Note

US Treasury zero coupon bonds (3)

US Treasury Inflation Note — Redeemed

Huntington National Bank CD

Pepsico common stock

Yum Brands common stock

OppenheimerIncome Trust mutual fund

Capital One CD

Western Bank CD — Redeemed

Mid-First Bank CD (2) — Interest — Buy

U.S. Savings Bonds — None

U.S. Savings Bonds — None

US Savings Bonds — None

Agreement — 1989 — Arizona Elected Officials Retirement Plan (pension plan from prior employment as a state court judge)

Liability — Sonoma National Bank, CA — Mortgage on one-half interest in office codominium (Pt. VII line 12)

Spouse's income — 2010 — Organizational Diagnostics, L.L.C. - earnings

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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Susan Ritchie Bolton | Frix