William Byrd Traxler jr

2003

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Pull out the substance of this filing.

What was filed

  • 28

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • note in Part VIE
  • note 12 Part vin
  • note in Part Yin
  • Federal Judges Asscziation
  • Piedmant Dance Club
  • 3 American Board of Trial Advocates
  • S.C. Trial Lawvers Association
  • S.C. Bar Association
  • State of §.C, Circuit Judge Retirernent benefis
  • University of Scuth Carolina - Salary

As filed

Greenville County, S.C — None

1) Laon County, Flaisai II B 21/5 interes: — None

Washington Mutual Investors Fund IRA — Int/Div

Kellogg's stock {common} — Int/Div — Reiny

RPM stock (common) — Int/Div — Reiay

Home Goid, Inc, stack (Common) — None

Wachovia Nztional Bank accounts

Greenviile County, SC

Rsgions Bank sicck (common)

Wachovia National Bank stock {cermmen)

American Landiease stock (common)

Pfizer stock {conamon} {fermerly Pharmacia) — Merger

UBS Bark USA (formerly RMA money market portfolio) ¥ — Rollover

Vionsante stock (common)

Banknorth Bank sccount — None — Closed

AMEX SPDR Index akck (common) — Int/Div

Ameritrade IRA — Int/Div

MIPS Technologias stack (common)

Greenville First Bank — Interest

Honeywell stock (common) — Int/Div

BE&T stock (common) — Int/Div

Affinity Technologies Grour stock (common) — None

RMA Money Market Portfolic — Int/Div — Closed

Prizer stock (common) — Int/Div

Seuth Financial stock (tommon) ; — Int/Div — Distrib

Libarty Lie =~ whole Life insurance policies — Nane — note in Part VIE

Frotestive Life -- whole life insurance policy — Nene — note 12 Part vin

Jefferson National Life ~ whoie¢ life insurance policy — None — note in Part Yin

Director, Federal Judges Asscziation

Director, Piedmant Dance Club

Agreement — Eastin 1. Cs:00/02 — State of S.C. Circuit Judge Retirement benefit (see ITAL)

Reimbursement — 3 American Board of Trial Advocates — 11/13 Columbia, SC; awards dinner; meal

Reimbursement — S.C. Trial Lawvers Association — 8/7-8 Hilton Head Island, SC; speaker, lodging

Reimbursement — S.C. Bar Association — 9/45 Colurnhia, SC, faderal practice seminar; lodging, transporation

Income — 2883 — State of §.C, Circuit Judge Retirernent benefis — ‘AA BRAS FUL i) $36,606.96

Spouse's income — 2003 — University of Scuth Carolina - Salary

In Parts Wand WAL [am eligible for 2 lifetime monthly retitement benefit of approximately 18/24 of 71.3% of the salary of & Cireuit Judge of South

Careline. Payment began when [wed 53 veers of age onMay 1, 2083.

In Part V1, #1--Greenville County, 8.C., total taxable value is $59,205.00.

Ir Part VIL #5,

ura

Hid

813,414, #15 EER Pinvast in these companies via dividend reinvestment plans er DRiPs. The stock dividends

automatically go toward buying more shares,

In Part VII, #18-- receive a proportionate distribution of income and corpus annuaily. The Trustee is

in Greeaville, SC. Identification

of trust omitted per instructions.

in Part Vil, &

--Phuwmecia merged with Pfizer.

in Part VII, #29--The RMA Money Market Portfolio was rolled over into the UBS Bank USA Deposit Account.

—~

In Part WII, #48 This stock is the same stock whose distribution frem z trust is reflected in #21,

In Part VI, #57, #58, #59~These items have not been sisted previcusly because I fad not known that life insurance pslicies had an investment aspect to

them. 1iwss only upon going over this year's instructions (and apparently having missed this part when it was added last year) that 1reatized whele life

insurance policies should be reported as investments. The pelicies held by Liberty Life were issued in 1962 and 1959, the policy held by Pratective Life

insurance Company was issued in 1966, and the policy held by Jefferson Naticual Life Insurance Compeny was issued in 1972.

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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