William I. Arbuckle

2019

Ask Donna

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

  • 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.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.