William I. Arbuckle
2019
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Pull out the substance of this filing.
What was filed
17
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- M. Patricia Carroll Fund
- Lawyers Concerned for Lawyers of Pennsylvania, Inc.
- Lycoming Law Foundation
- Pa State Employee Retirement System
As filed
Family Trust — Dividend
IRA #1 (WIA)
Vanguard Asset Allocation Fund (VAAPX) — Int./Div.
IRA #2 (WIA)
American Funds - CB&T Cust SImple IRA — Int./Div.
AMCAP FUnd B — Int./Div.
AMCAP Fund C — Int./Div.
American High Income Trust A — Int./Div.
_ American High Income Trust C — Int./Div.
Capital World Growth & Income Fund B — Int./Div.
Capital World Grown & Income Fund C — Int./Div.
IRA #4 (PWA)
American Funds - CB&T Cust Simple IRA — Int./Div.
AMCAP Fund A — Int./Div.
American High Income Fund A — Int./Div.
Capital World Growth & Income Fund A — Int./Div.
Annuity - Thriven Financial Security Plus Flexible Annuity (PWA) FIXED — Int./Div.
Director of a non profit corporation, M. Patricia Carroll Fund
Director of a non profit corporation, Lawyers Concerned for Lawyers of Pennsylvania, Inc.
Director of a non profit corporation, Lycoming Law Foundation
Income — 2019 — Pa State Employee Retirement System — $3,800.00
Part VII Addendum:
The Family Trust was created by my cousin during her lifetime. At her death in 2004 significant lump sum payments were made to various charitable
and family member beneficiaries. The Trust is managed by PNC Wealth Management (A member of the PNC Financial Services Group). I have no knowledge
of the holdings of the trust or the amount in the trust. I receive quarterly income payments equal to 6.5% of the trust’s annual income from the trust principal. On
my death my interest reverts to the remaining beneficiaries. I have no power of appointment and no involvement with the trust investments or its management.
For IRA#2 (line 4) no additional shares were purchased in the past year
For IRA#3 (line 6) no additional shares were purchased in the past year.
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