Catherine C. Blake

2019

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Pull out the substance of this filing.

What was filed

  • 55

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • see note Part VIII
  • FARM TRUST
  • HISTORICAL SOCIETY OF THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF MARYLAND
  • RETIREMENT PENSION - CITY OF BALTIMORE
  • RETIREMENT PENSION - STATE OF MARYLAND

As filed

IRA-TRowePrice-Equity Income — Dividend — Redeemed (part) — see note Part VIII

IRA-TRowePrice-Growth Stock — Dividend — Redeemed (part)

IRA-TRowePrice-New Era — Dividend — Redeemed (part)

IRA-TRowePrice-Science&Technology — Dividend — Redeemed (part)

IRA-TRowePrice-SpectrumIncome — Dividend — Redeemed (part)

StateofMarylandDeferredCompensationPlan — Int./Div. — Redeemed (part)

Wells Fargo Bank accounts — Interest

IRA-First Financial Credit Union — Dividend

Guardian Whole Life — Dividend — Redeemed — see note Part VIII

MetLife Whole Life — Dividend

TRowePrice Md Tax-Free Bond Fund — Dividend — Buy (add'l)

TRowePrice Md Tax-Free Bond Fund — Buy (add'l)

IRA-Delaware StrategicIncomeFundClassA — Dividend — see note Part VIII

NewPerspFdClassA (American Funds) — Dividend

Farm Trust (H)

Real Property Frederick County, MD — None — see note Part VIII

TRowePrice 529 college savings plan Portfolio 2027 — Int./Div. — Buy (add'l) — see note Part VIII

TRowePrice 529 college savings plan Portfolio 2027 — Int./Div. — Buy (add'l)

IRA- FranklinLifeSmartRetirementIncomeFundCla — Dividend — Redeemed (part) — see note Part VIII

MetLife annuity-fixed rate — Int./Div.

MetLife annuity-fixed rate — Int./Div.

Hilltop Securities brokerage account (H)

Hilltop Securities cash accoount — Interest

AT&T common stock — Dividend

BB&T common stock (now TRUIST FinlCorp — Dividend — see note Part VIII

Eli Lilly & Co common stock — Dividend

Exxon Mobil Corp common stock — Dividend

Frontier Comm Corp Com New common stock — Sold — see note Part VIII

Ill Tool Works common stock — Dividend — Sold

Johnson&Johnson common stock — Dividend

JPMorganChase& Co.common stock — Dividend

Merck&Co.Inc. common stock — Dividend

PPG Ind Inc common stock — Dividend

Verizon Comm common stock — Dividend

WWGrainger Inc common stock — Dividend

3M common stock — Dividend

Urstadt Biddle Properties Inc Class A — Dividend

DWS Mgd Mun Bond Fund Class A — Dividend

CommtyDevAdminMdRevB2011B — Interest

WashCoMdPubImpBd2011 — Interest

MontCoMdRevBd 2011A — Interest

AnnapMdGOPubImpt&RefBd 2012 — Interest

MicrochipTechInc common stock — Dividend

Fluor Corp New commin stock — Dividend — Sold

Freeport McMoran Copper & Gold Inc common stock — Dividend — Sold

Helmerich&Payne Inc common stock — Dividend

AnneArundelCoMdCons GenObBd 2014 — Interest

MdStateDeptTransConstBd 2015 — Interest

MdHlth&HigherEdRevBd — Interest — see note Part VIII

AnnapMdWtr&SwrRevBd — Interest — Buy

TRowePrice 529 college savings plan Portfolio 2030 — Int./Div. — Buy (add'l)

TRowePrice 529 college savings plan Portfolio 2033 — Int./Div. — Buy (add'l)

TRowePrice 529 college savings plan Portfolio 2033 — Int./Div. — Buy (add'l)

TRowePrice 529 college savings plan Portfolio 2033 — Int./Div. — Buy (add'l)

M&T bank accounts — Interest

TRUSTEE, FARM TRUST

VICE-PRESIDENT, HISTORICAL SOCIETY OF THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF MARYLAND

Spouse's income — 2019 — RETIREMENT PENSION - CITY OF BALTIMORE

Spouse's income — 2019 — RETIREMENT PENSION - STATE OF MARYLAND

Part VII Lines 1-6 and 19 These reflect RMDs.

Part VII line 9 This whole life policy was cashed in and the policy terminated in June 2019.

Part VII line 13 The name of this fund was changed with no action by me or my spouse.

Part VII Lines 15-16 The real property that was an asset of the estate transferred by deed dated May 7, 2012, into a trust (Farm Trust) ofwhich I am Trustee. It is

not income-producing. Appraisal was date of death of owner August 23, 2011.

Part VII lines 17-18, 51-54 For all the 529 Plans only the level of risk, not the individual assets, can be selected.

Part VII line 19 The name of this fund was changed with no action by me or my spouse.

Part VII line 25 BB&T merged with Sun Trust and became TRUIST Financial Corp. No other change.

Part VII line 28 This asset was below reporting value and was sold.

Part VII line 49 This bond was listed on line 59 last year, but should have been listed under the Hilltop Securities brokerage account

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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