Bruce William Kauffman

2003

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 104

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • DILWORTH PAXON, LLP - PENSION ROLLOVER TO IRA

As filed

GEN MTR ACCCPSNROJD

PFE-CALL — SELL

PFE - CALL — SELL

AVENHAM ASSOCIATES (LTD PARTNERSHIP) (SEE NOTE) — None

HUNTINGTON ASSOCIATES (LTD PARTNERSHIP) (X) - (SEE NOTE)

WACHOVIA MONEY MARKET (PREVIOUSLY PRUDENTIAL) (SEE NOTE)

PENNSYLVANIA BUSINESS BANK CHECKING — Interest

IRAROLLOVER 1985 — Int/Div

COMMAND INSURED INCOME ACCOUNT

SG HOLDINGS, INC - BONDS

AT&T CORP

COMMAND MONEY FUND

GENERAL ELECTRIC

JOHN HANCOCK CORE EQUITY FUND CLASS B .

PFIZER INC

GENERAL MOTOR ACCEFTANCE NOTES

FORD MOTOR CREDIT CO - MATURED 1/14/2003 — Y

GENERAL MOTORS - SMART NOTES — BUY

PFIZER INC - ASSIGNED — SELL

PFIZER INC - CALL — SELL

PFIZER INC - CALL — SELL

TECOENERGY INC

DILWORTH PAXON RETIREMENT (SEE NOTE] — Int/Div

AT&T CORP

SG HOLDINGS, INC

COCA COLA CO DELAWARE

COMMAND MONEY FUND

GENERAL ELECTRIC CO.

INTEL CORP

SELIGMAN COMU&I! FDB

SAFEGUARD SCIENTIFIC

IVY INTL FUND CLASS B

PUTNAM NEW OPPORTUNITIES FUND CLASS B

CISCO SYSTEM, INC

EMERGE INTERACTIVE, INC

INTERNET CAPITAL GROUP

OPUS360 CORP

DABMLRCHRYSLR CIN RO MP

FORDMTR CREDCOROJ — Y

GENMTR ACC

EVERGREEN S ADJRTE A — BUY

PUTNAM NEW OPPORTUNITY FUND CLASS A xX) — SELL

DILWORTH PAXON RETIREMENT PLAN — Int/Div

AT&T CORP

COCA COLA CO DELAWARE

COMMAND MONEY FUND

GENERAL ELECTRIC

INTEL CORP

PFIZER CORP

HPH- WALNUT STREET ASSOCIATES (SEE NOTE)

CSP DEBT ACCOUNT — Interest

CITIZENS BANK OF PENNSYLVANIA (X) — Interest

ROYAL BANK OF PENNSYLVANIA (IRA ACCOUNT) (SEENOTE} — Interest — R

AVENIAM ASSOCIATES 0.11 PARTNERSHIP, [SE NOTE) wee ® — None

HUNTINGTON ASSOGIATIS LTD : PARTNERSHTY X- (SEENGTH) ~ © ©

WACHOVIA MONEY MARKET (PREV. QUSLY’ PRUDENTIAL (SEENGTT

ZNNSY.VANA SNES IAN CIECTUNG — nicest

IRA ROLLOVER "9s — Int/Div

COMMAND INSURE NCOMZ ACCOUNT =~

SC HOLDINGS. INC - 3ONDS

ATATCORP ~~. ne

COMMAND MONEY FUND

QENERALTILICTRE

JOHN HANCOCK CORE EQUITY FUND CLASS Ll —— M ) PEE PR

PF2ER INC

OENERAL MOTOR ACCEPTANCE NOTES

ORD MOTOR CREDIT CO« MATURT) NAAGT3 ee — v

QENERA. MOORS - SMAU'NG™S — BUY

TRERINC - ASSIGNED — SE...

PAZERINC-CAL. . — SELL

JFIZERINC-CALL — SELL

TECOENERCY INC

D7 -WORTH PANON RETIREMENT (SEE NOTH) — vitend

ATI CORM

SG HOLBINGS, NE

COCACOLACONDELAWARE

COMMAND MONGY UND

GENZRALELECIR C CO,

SELIOMANCOMU&I 733

SAFEQUARND SCIENTIFIC

VYINTLFUNDCLASSH

PUTNAM NEW OPPORTUNITIES FUND CLASS B .

CISCO SYSTEM, INC.

TMERCE INTERACTIVE, INC

INTERNET CAPTALCROLD

OWS360 COR?

DAIMIRCERYSLR CINRO M?

TOUWMTACYIDCOROM — Y

GENMTR ACC

CEVEROREENSAMRTEA — UY”

PUINAM NEW OPPORTUNITY FUND CLASS A — SE.L

DILWORTH PAXON RZMREMENT “LAN — Jvicnd

ATRTCOV

COCA COLA CODE AWAR:

COMMAND MONEY IND

INTEL CORP

OENMTR ACC CSN ROD

PFE - CALL. — SELL

PFE-CALL — SELL

HPH «WALNUT STREGT ASSOCIATES (SK NOTE) : — k

CSP DEBT ACCOUNT — inleteil

CITIZENS 3ANKO? VINNSYLVANIA — interred

ROYAL BANK OF PENNSYLVAN A (RA ACCOUNT — Interest

MPH. OWARSTRIET ASSOCIATES SIE NOT) — Nang

Income — 2003 — DILWORTH PAXON, LLP - PENSION ROLLOVER TO IRA — 130,382.09

Cinuditasta juart of leeporty) *

1) PATTY li, PAGE L,LING I - BECAME AN ANNUITY DURING THE YEAR. REPORTED IN BOTH AGREEMENT SECTION AND IN NON.

OME SECTION. NEXT YEAR, THE VALUE WiLL BE DERIVED SOLELY FROM PENN MUTUAL LIFE INSURANCE

COMPANY, AND AS SUCH. WILL, ONLY BE REPORTED IN THE NON-INVESTMENT INCOME SECTION SINCE THE REPORTING PERSON

DOES NOT HAVE OWNERSHIP OF THE CONTRACT,

2)PART II. PAGE L.LINE3- IN PREVIOUS REPORT, REPORTED RETIREMENT BUYOUT FROM DILWORTII FAXON LLP

3) PAR VI = AST YEAR (2002) SEPORTED STUDENT LOAN LABILITY THAT WAS PAID OFF DURING 2003 -

AND AS A RESULT 1S NOT REPORTED THIS YEAR {2003).

4) PART VE, PAGE 1. LINE 1 - AVENHAM ASSOCIATES (LTD PARTNERSUIP) - ISSUBD FINAL K-1. FURTHERMORE, REPORTED NEI‘ LOSS

FROM RENTAL ACTIVITY. CAPITAL CAIN REPORTED ON LINE 1. THIS WILL NOT CARRYFORWARD INTO NEXT YEARS 3 REPORT.

5) PART VII. PAGE 1, LINES « WACHOVIA MONEY MARKEE PREVIOUSLY PRUDENTIAL) » ACCOUNT OPEN BUT fi NOW UNDER FLING

REQUIREMENTS,

£

PART VI. PAGE L LINE 6 - FROM PREVIOUS REROR, rai 1% ROLLOVER 1 NOW REPORTED ON LINE 15 OF THIS YEARS RERORT AS

DILWORTH PANON RETIREMENT.

7) PART VII, PACE: 1, LINE 2% HUNTINGTON. ASSOCIATE Hs Sth PARTNERS} IP) AMOUNT IS UNDER REPORTING REQUIREMENTS.

8) PART VI, PAGE 3. LINK in. [PH » WALNUT STREET ASSOCIATES - MARKED AS FINAL K-1 AND WiLL. NO BE ON NEXT YEARS

REPORT.

9) PART VII. PAGE 3. LINE $4 « HPH « POPLAR STREET ASSOCIATES - NEW INVESTMENT

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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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Bruce William Kauffman | Frix