Cameron McGowan Currie

2006

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What was filed

  • 87

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Rental - Condo - Columbia, SC 1/2 interest (See Part VIII) — Rent

Royal Bk of Canada (Purchased additional shares) — Int/Div

Bank of America Account — Interest

Palmetto Preservation Corp. See Sec. VIII — Distribution

IRA account 6-16

Amcap Fd CL A - Purchased additional shrs. — Int/Div

American Balanced FD CL A - Pur. add. shrs. — Int/Div

Capital Inc Bldr Fd CL A - Purchased additional shrs. . — Int/Div

Capital World Growth and Incm FD CL A — Int/Div

Fundamental Investors FD CL A Purchased add. shrs. f % — Int/Div

Growth Fund of America CL A — Int/Div

Income FD of America CL A - Purchased add. shrs. — Int/Div

Columbia Marsico Growth FD CL C — None — Sold

Washington Mut Investors FD CL A — Int/Div

Europacific Growth Fund Class A — Int/Div — Buy

New Perspective Fund Class A — Int/Div — Buy

Spartanburg SC WTRWKS Rev FGIC OID FRDG - TE Municipal — Interest

SC St Ports Auth Rev Fsa OID - TE Municipal — Interest

Berkeley Cnty SC Sch Bond — Interest

American Land Svc. Of Darlington CL B NV Stock (See Pt VIII) — Distribution

Amcap Fund CL A - Purchased additional shrs. — Int/Div

American Balanced Fd CL A - Pur. add shrs. — Int/Div

Capital Income Bldr Fd CL A — Int/Div

Capital World Growth/ Incm Fd CL A — Int/Div

Fundamental Investors Fd - Purchased additional shrs. — Int/Div

Growth Fund of America CL A — Int/Div

Income Fund of America CL A - Pur. add. shrs. — Int/Div

Washington Mutual Investors Fd CL A — Int/Div — Sold

Citibank Na Bk Dep Plan — Interest

Lot#1, NC (See Part VIII) — None

Lot #2, NC (See Part VIII) — None

Europacific Growth Fund Class A — Int/Div — Buy

New Perspective Fund Class A — Int/Div — Buy

Capital World Growth and Income FD CL A . — Int/Div

Trust#2

Lot#5, SC (12.5% interest) (See Part VIII — None — 7.1

Lot# 6, SC (See Part VIII) — None — Tr.toT.3

Energy Corp. of America, A&W, LLC — Int/Div — to Heir

Mortgage Loan to Timothy and Pamela Isaac — Interest — to Heir

Note from J. Stephen Young — Loan — Debt

CitiBank NA Bank Deposit Program — Interest — Tr.toT.3

American Land Service - Darlington voting shares (VIII) — None — to Heir

Berkshire Hathaway Inc Class B — None — Sell

SB Appreciation CL A — None — Sell

Charleston Co SC-Care Alliance HLT JVCS RV-A-FSA INSD-BK E — Interest — Tr.teT.3

Charleston SC WTRWDS&SWR Sys Ref&Cap Imp Rv — Interest — Sell

SC St St Sch Bond 1/1/15 — Interest — Sell

SC St StBond - Winthrop 10/1/09 — None — Tr.toT.3

SC TRANSN Bond — None — Tr.toT.3

Beaufort Cnty SC G/O Sch Dist G/O Ser B Bond 4/1/14 — None — Sell

Beaufort Co SC Sch Dist Ser A Bond 4/1/13 — None — Tr.toT.3

Hilton Head ISSC RFDG U/T Bond 12/110 — None — Sell

AMCAP Fund Class A — None — Sell

American Balanced Fund Class A — Int/Div — Sell

Capital Inc Builder Fund Class A — Int/Div — Sell

Capital World Growth and Income Fund Class A — None — Sell

Charleston Co. SC Sch Dist Bond 2/1/11 — Interest — Sell

Fundamental Investors Fund Class A — Int/Div — Sell

Greenville SC WTRWKS Sys Rev Bond 2/1/12 — Interest — 3

Growth Fund of American Class A — None — Sell

Income Fund of American Class A — Int/Div — Sell

SCStRFDG-HWY-SER Bond 7/1/09 — Interest — Tr.toT.3

SC St State Trans Infrastructure Bond 4/1/07 — None — 3

SC St State Trans Infrastructure Bond 4/1/08 — None — Tr.toT.3

Washington Mutual Investors Fund Class A — None — Sell

Interstate Land Investors II Lmt Partnership — None — to Heir

East West Bk of CA (CD) — Interest — Matured

GMAC Commercial Mortgage Bk (CD) — Interest — Matured

Trust3(99-115)

SC St State Trans Infrast B/E DD 4/1/04 mat 07 — Interest — Inhent

SC St State frast B/E DD 4/1/04 FC 10/1/04 — Interest — Inherit

SC St St Instn-Winthrop Univ-Ser A B/E — Interest — Inherit

2/1/01 F/C

Charleston Co. SC-Care Alliance Hit Svcs RV-A-FSA Insd-Bk — Interest — Inhent

Greenville SC WTRWKS Sys Rev B/E OID DTD 2/1/02 F/C 8/1/02 — Interest — Inhent

Lexington Cnty SC Health Svcs Dist Inc Hosp Rev RFDG & 1 — Interest — Inherit

Beaufort Co SC Sch Dist G/O Ser B B/E DD 10/1/04 F/IC — Interest — Inhent

South Carolina Transn Infrastructure Bk Rev Ser A B/E OID — Interest — Inherit

South Carolina St Genl Oblig Inst Corp/Muni Bonds — None — Purchase

GMAC Commercial Mort Bk-Ut - CD — None — Purchase

GMAC Commercial Mort Bk-Ut - CD (same as 108 above) — None — Matured

GMAC Bank CD — Interest — Purchase

Community Bank of Naples CD — Purchase

Citibank-NA - Bank Deposit Program — Interest — Inhent

Citibank-NA-South Dakota — Interest — Inherit

Lot 6, Lake Red Wing - (See Part VIII) — Inhent

Condo Unit - Columbia, SC (See Part VIII) — Inherit

VII. A. 1. Condominium purchased on December 10, 1992, for $25,000. I purchased 1/2 interest.

VII. A. 4. Sole asset of corporation is real estate (1 parcel). Ihave invested just over $107,000 over the past 15 years. There is no appraisal on my interest. Book

value is not appropriate as this is improved real estate on which depreciation is deducted. Cost is not available for an interest in a corporation. There is no

assessment for my interest.

VII. A. 21. Corp. sold primary asset (land) and made distribution to shareholders.

VII. A. 31. Lot # 1, originally purchased in 2003 for purpose of building vacation home. I decided to sell the lot in 2005 and it is now being held for investment

pending sale. Assessment date 2/15/06.

VII. A.32. Lot # 2, purchased in 2005 and held for investment. Assessment date 2/15/06.

VII. A.39 Additional 12.5 % transferred from Estate did not change value code. Appraisal dated 9/9/02.

VII. A. 45. Corp. sold primary asset (land) and made distribution to shareholders.

VII. A. 63. Appointed Co-Personal Representative of ol 10/25/2004. The estate has been closed and all assets have been distributed.

VII. A. 64. The 2004 tax assessment of this property was $31,900 but recent sales of identical units = $60,000. This asset was transferred to Trust 3. See

VILA.115.

VII. A. 65. Appraisal date: 9/9/02. Estate owned 12.5% interest in property. This asset was transferred to Trust 1. See VIL.A.39.

VII. A. 66. The tax assessment of this property is $5,000 but, based on 9/9/02 appraisal of lot # 5, estimate of lot 6 value = $30,000. This asset was transferred to

Trust 3. See VIL.A.114.

VII. A. 71. Appraisal date: 4/28/03.

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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Cameron McGowan Currie | Frix