Catherine C. Blake
2020
Ask Donna
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
- 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)
IRA-TRowePrice-Growth Stock — Dividend — Redeemed (part)
IRA-TRowePrice-New Era — Dividend — Redeemed (part)
IRA-TRowePrice-Science&Technology — Dividend — Redeemed (part)
IRA-TRowePrice-Spectrum income — Dividend — Redeemed (part)
Maryland Supplemental Retirement Plans — Int./Div. — see note Part VIII
WellsFargo bank accounts — Interest
IRA-FirstFinancialCreditUnion (cash equivalent) — Dividend — see note Part VIII
MetLife whole life — Dividend
TRowePrice MdTaxFreeBondFund — Dividend
IRA-DelawareStrategicIncomeFundClassA — Dividend
NewPerspFdClassA (American Funds) — Dividend
Farm Trust (H)
Real Property Frederick, MD — None — see note part VIII
TRowePrice529CollegeSavingsPlan- Portfolio 2027 — Int./Div. — Buy (add'l) — see note part VIII
TRowePrice529CollegeSavingsPlan- Portfolio 2027 — Buy (add'l)
TRowePrice-529collegesavingsplan-- Portfolio 2027 — Int./Div. — Buy (add'l)
TRowePrice-529collegesavingsplan-- Portfolio 2027 — Buy (add'l)
IRA- FranklinLifeSmartRetirementIncomeFundCla — Dividend — Redeemed (part)
MetLife annuity fixed rate — Int./Div.
MetLife annuity fixed rate — Int./Div.
Hilltop Securities brokerage account (H)
HilltopSecurities cash account — Interest
AT&T common stock — Dividend
TRUISTFinlCorp common stock — Dividend
Eli Lilly & Co common stock — Dividend
Exxon Mobil Corp common stock — Dividend
Johnson&Johnson common stock — Dividend
JPMorganChae&Co common stock — Dividend
Merck&CoInc common stock — Dividend
PPGIndInc common stock — Dividend
VerizonComm common stock — Dividend
WWGraingerInc common stock — Dividend
3M common stock — Dividend
UrstadtBiddlePropertiesIncClassA — Dividend
DWSMgdMunBondFundClassA — Dividend
CommtyDevAdminMdRevB2011B — Interest
WashCoMdPubImpBd2011 — Interest
MontCoMdRevBd2011A — Interest
AnnapMdGOPubImpt&RevBd2012 — Interest
MicrochipTechInc common stock — Dividend
Helmerich&PayneInc common stock — Dividend
AnneArundelCoMdConsGenObBd2014 — Interest
MdStateDeptTransConstBd2015 — Interest
MdHlth&HigherEdRevBd — Interest
AnnapMdWtr&SwrRevBd — Interest
TRowePrice529collegesavingsplan - Portfolio 2030 — Interest — Buy (add'l)
TRowePrice529collegesavingsplan - Portfolio 2030 — Buy (add'l)
TRowePrice529collegesavingsplan-Portfolio 2033 — Int./Div. — Buy (add'l)
TRowePrice529collegesavingsplan-Portfolio 2033 — Buy (add'l)
TRowePrice529collegesavingsplan - Portfolio 2033 — Int./Div. — Buy (add'l)
TRowePrice529collegesavingsplan - Portfolio 2033 — Buy (add'l)
TRowePrice529collegesavingsplan-Portfolio 2033 — Int./Div. — Buy (add'l)
TRowePrice529collegesavingsplan-Portfolio 2033 — 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 — 2020 — RETIREMENT PENSION - CITY OF BALTIMORE
Spouse's income — 2020 — RETIREMENT PENSION - STATE OF MARYLAND
Part VII line 6 This is a 457(b) plan. I have amended the name to be Maryland Supplemental Retirement Plans. I believe the plan is administered by Nationwide
Investment Services Corporation. It is not self-directed. Neither I nor my spouse can select individual stocks, bonds, or other assets within the plan.
Part VII line 8 This IRA is a cash-equivalent account at a financial institution. It has no stocks, bonds, mutual funds, or assets other than cash.
Part VII lines 13-14 The real property that was an asset of the estate transferred by deed dated May 7, 2012, into a trust (Farm Trust) of which I am Trustee. It is
not income-producing. Appraisal was date of death of owner August 23, 2011.
Part VII lines 15,17,47,49,51,53 For all the 529 Plans only the level of risk, not the individual assets, can be selected.
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.