Theresa Carroll Buchanan

2019

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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

20
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Balance varies
Trust # 1

As filed

Rental Investment Property "P" — None

Rental Investment Property "G" - — Rent

Rental Investment Property - "S" — Rent

Real Estate Investment Property - "B" — Rent

Partnership Share — None

AM. Wash. Mutual Inv. Fund — Dividend

Merrill Lynch CBA Money Fund — Interest — Balance varies

Delaware Group Div/Inc Fund — Dividend

Growth Fund of America — Dividend

Burke & Herbert Bank — Interest — Balance varies

Columbia Seligman Comm&Information FD INST CL N/L CCIZX — None

John Hancock Regional Bank Fund — Dividend

Henderson Global Equity Income Fund — Dividend

Hennessy Focus Fund — Dividend

Matthews Pacific Tiger Fund — Dividend

Oppenheimer Developing Markets Fund — Dividend

Satuit Capital US Emerging Companies Fund — Dividend

Touchstone Sands Capital Select Growth Fund Class Y N/L CFSIX — Dividend

Virtus RealEstate Securites Fund — Dividend

Trustee (see VIII), Trust # 1

(see VIII)

Spouse's income — 2018

1. The Trust #1 is a life insurance trust created estate planning purposes.

2. The is a corporation.

VII. 1. Assessed value of rental property "P" was $339,031 in 2019.

2. Assessed value of rental property "G" was $536,876 in 2019.

3. Assessed value of real estate "S"(formerly undesignated) was $703,333 in 2019.

4. Assessed value of real estate "B" was $1,286,348 in 2019.

5. This partnership share refers to Part III B, line 1. The value is equal to the dollar amount invested.

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.