Theresa Carroll Buchanan
2012Annual
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What was filed
530
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- vanes
- Trust
- rust
- Trusat
- Trust.
As filed
Calamos Growth — None
Rental Investment Property — Rent
Rental Investment Property - — Rent
Partnership Share — None
Amgen, Inc — Int/Div
AM. Wash. Mutual Inv. Fund — Int/Div
Memill Lynch CBA Money Fund — Interest — vanes
Microsoft Comp. — Int/Div
Intel Corp. — Int/Div
General Electric Corp. — Int/Div
EMC Corp. Mass — None
Johnson & Johnson — Int/Div
Nortel Newtorks Corp. — None — Sold (part)
Delaware Group Div/Ine Fund — Int/Div
Growth Fund of America — Int/Div
Texas Instruments — Int/Div
QualComm, Inc — Int/Div
Nuveen VA Muni. Bonds — Int/Div
Pinco Real Return Bonds — Int/Div
Disney — Int/Div
Burke & Herbert Bank — Interest — vanes
AMCAP Fund — None — Sold (part)
Investment Co of America — None — Sold (part)
Income fund of America — Int/Div — Sold (part)
Growth Fund of America — Int/Div — Sold (part)
Black Rock Munivest Fund — Int/Div
Alliance Bernstein — None
Blackrock Int’) — Int/Div
Columbia Marisco Growth — Int/Div
Davis NY Venture — Int/Div
JP Morgan Value — Int/Div
Alexandria VA Govt. Bonds — Int/Div — Buy
Alexandria VA Govt. Bonds — Donated — Trust
Arlington Co. Govt. Bonds — Int/Div — Buy
Arlington Co. Govt. Bonds — Donated — Trust
Fairfax County Economic Dev, Auth — Int/Div — Buy
Fairfax County Economic Dev, Auth — Donated — Trust
Newport News Govt. Bond — Int/Div — Buy
Newport News Govt. Bond — Donated — Trust
Portsmouth VA Govt. Bond — Int/Div — Buy
Portsmouth VA Govt. Bond — Donated — Trust
VA College Bldg. Auth — Int/Div — Buy
VA College Bldg. Auth — Donated — Trust
VA Com. Trans. Bd — Int/Div — Buy
VA Com. Trans. Bd — Donated — Trust
VA SL Pub. Sch. Auth — Int/Div — Buy
VA SL Pub. Sch. Auth — Donated — Trust
VA SL Res. Auth — None — Buy
S10. — Donated — Trust
BB &T Corp. (X) — None
BB &T Corp. (X) — Donated — Trust
Eagle MadCap Stock Fund (X) — None
Eagle MadCap Stock Fund (X) — Donated — Trust
Legg Mason Battery/March Emerging Mkts. 1X) — None
Legg Mason Battery/March Emerging Mkts. 1X) — Donated — Trust
JP Morgan High Yield Fund (X) — None
JP Morgan High Yield Fund (X) — Donated — Trust
Royce Pennsylvania Mutual Fund (X) — None
Royce Pennsylvania Mutual Fund (X) — Donated — Trust
Columbia Sehgman Comm. & Info. (X) — None
Columbia Sehgman Comm. & Info. (X) — Donated — Trust
Blackrock Health Sciences Opp. (X) — None
Blackrock Health Sciences Opp. (X) — Donated — Trust
DWS Enhanced COmmodity Strategy Fund (xX) — None
DWS Enhanced COmmodity Strategy Fund (xX) — Donated — Trust
Ford Motor Co. (X) — None
Ford Motor Co. (X) — Donated — Trust
Interdigital Inc. (X) — None
Interdigital Inc. (X) — Donated — Trust
JP Morgan High Yield Fund (X) — None
JP Morgan High Yield Fund (X) — Donated — Trust
US. Treasury Bills — Interest — Buy
US. Treasury Bills — Sold
Apple Inc. (X) — None
Apple Inc. (X) — Donated — Trust
Norfolk VA Econ. Dev — None — Buy
Norfolk VA Econ. Dev — Donated — Trust
Fifth St. Finance Corp. — None — Buy
Fifth St. Finance Corp. — Donated — Trust
Qualcomm — None — Buy
Qualcomm — Donated — Trust
Bed Bath & Bevond — None — Buy
Bed Bath & Bevond — Donated — Trust
Cardinal Health Inc — Int/Div — Buy
Cardinal Health Inc — Donated — Trust
Dollar General Corp — None — Buy
Dollar General Corp — Donated — Trust
Fed Ex Corp. — Int/Div — Buy
Fed Ex Corp. — Donated — Trust
Greenbrier Companies — None — Buy
Greenbrier Companies — Donated — Trust
Health Care Reit Inc — Int/Div — Buy
Health Care Reit Inc — Donated — Trust
Plum Creek Timber Co. — Int/Div — Buy
Plum Creek Timber Co. — Donated — Trust
Rayonier Inc. Com — None — Buy
Rayonier Inc. Com — Donated — Trust
Skvwest Inc — None — Buy
Skvwest Inc — Donated — Trust
Tangoe Inc — None — Buy
Tangoe Inc — Donated — Trust
Triangle Capital Corp. — None — Buy
Triangle Capital Corp. — Donated — Trust
Regional Financial Corp — Int/Div — Buy
Regional Financial Corp — Donated — Trust
Home Depot Inc — None — Buy
Home Depot Inc — Donated
ADT Corp. (X) — Int/Div
ADT Corp. (X) — Donated — Trust
AMC Networks Inc. (X) — None
AMC Networks Inc. (X) — Donated — Trust
AT&T Inc. (X) — None
AT&T Inc. (X) — Donated — Trust
Abbot Labs (X) — None
Abbot Labs (X) — Donated — Trust
Aeropostale (X) — None
Aeropostale (X) — Donated — Trust
Affiliated Managers Group (X) — None
Affiliated Managers Group (X) — Donated — Trust
Alliance Data Systems Corp. (X) — None
Alliance Data Systems Corp. (X) — Donated — Trust
Allstate Corp. (X) — Int/Div
Allstate Corp. (X) — Donated — Trust
Altera Corp. (X) — None
Altera Corp. (X) — Donated — Trust
Altria Group Inc. (X) — None
Altria Group Inc. (X) — Donated — Trust
Anadarko Pete Corp. (X) — Int/Div
Anadarko Pete Corp. (X) — Donated — Trust
Anheuser Busch Inbev (X) — None
Anheuser Busch Inbev (X) — Donated — Trust
Anixter Intemational Inc. (X) — None
Anixter Intemational Inc. (X) — Donated — Trust
Archer Daniels Midland Co. (X) — Int/Div
Archer Daniels Midland Co. (X) — Donated — Trust
Arror Electrs Inc. (X) — None
Arror Electrs Inc. (X) — Donated — Trust
Ashland Inc. (X) — Int/Div
Ashland Inc. (X) — Donated — Trust
Astruzeneca PLC (X) — None
Astruzeneca PLC (X) — Donated — Trust
Autodesk Inc. (X) — None
Autodesk Inc. (X) — Donated — Trust
Automatic Data Processing (X) — None
Automatic Data Processing (X) — Donated — rust
BB & T Corp. (X) — None
BB & T Corp. (X) — Donated — Trust
BAE Systems PLC (X) — Int/Div
BAE Systems PLC (X) — Donated — Trust
BASF SE Sponsored ADR (X) — None
BASF SE Sponsored ADR (X) — Donated — Trust
BCE Inc. (X) — None
BCE Inc. (X) — Donated — Trust
Bank of America Corp(X) — Int/Div
Bank of America Corp(X) — Donated — Trust
Bayer A G Sponsored ADR (X) — None
Bayer A G Sponsored ADR (X) — Donated — Trust
Bed Bath & Bevond (X) — None
Bed Bath & Bevond (X) — Donated — Trust
Berkshire Hathaway Inc. (X) — None
Berkshire Hathaway Inc. (X) — Donated — Trust
Berry Plastics Group (X) — None
Berry Plastics Group (X) — Donated — Trust
Biogen Idec Inc. (X) — None
Biogen Idec Inc. (X) — Donated — Trust
Bristol Myers Squibb Co. (X) — None
Bristol Myers Squibb Co. (X) — Donated — Trust
British Amern Tob PLC (X) — None
British Amern Tob PLC (X) — Donated — Trust
Broadcom Corp. (X) — Int/Div
Broadcom Corp. (X) — Donated — Trust
Cigna Corp. (X) — None
Cigna Corp. (X) — Donated — Trust
CME Group Inc. (X) — None
CME Group Inc. (X) — Donated — Trust
CMS Energy Corp. (X) — None
CMS Energy Corp. (X) — Donated — Trust
CSX Corp. (X) — Int/Div
CSX Corp. (X) — Donated — Trust
CVS CAREMARK Comp. (X) — None
CVS CAREMARK Comp. (X) — Donated — Trust
Cablevision Systems Corp. (X) — None
Cablevision Systems Corp. (X) — Donated — Trust
Cameron International Corp. (X) — None
Cameron International Corp. (X) — Donated — Trust
Capital One FINL Corp. (X) — None
Capital One FINL Corp. (X) — Donated — Trust
Celanese Corp. (X) — None
Celanese Corp. (X) — Donated — Trust
CenturyLink Inc. (X) — Int/Div
CenturyLink Inc. (X) — Donated — Trust
Citigroup Inc. (X) — None
Citigroup Inc. (X) — Donated — Trust
Citrix Systems (X) — None
Citrix Systems (X) — Donated — Trust
Coca Cola Co. (X) — None
Coca Cola Co. (X) — Donated — Trust
Coca Cola Enterprises (X) — Int/Div
Coca Cola Enterprises (X) — Donated — Trust
Comcast Corp. (X) — None
Comcast Corp. (X) — Donated — Trust
Comcast Corp. (X) — None
Comcast Corp. (X) — Donated — Trust
Community Health Systems Inc. (X) — Int/Div
Community Health Systems Inc. (X) — Donated — Trust
Compass Group PLC (X) — None
Compass Group PLC (X) — Donated — Trust
Conocophillps (X) — None
Conocophillps (X) — Donated — Trust
Cree Inc. (X) — None
Cree Inc. (X) — Donated — Trust
Darden Restaurants Inc. (X) — None
Darden Restaurants Inc. (X) — Donated — Trust
Davita Healthcare Partners (X) — None
Davita Healthcare Partners (X) — Donated — Trust
Deere & Co. (X) — None
Deere & Co. (X) — Donated — Trust
Deutsche Telekom AG (X) — None
Deutsche Telekom AG (X) — Donated — Trust
Devon Energy Corp. (X) — Int/Div
Devon Energy Corp. (X) — Donated — Trust
Diageo PLC (X) — None
Diageo PLC (X) — Donated — Trust
Diamond Offshore Drilling (X) — None
Diamond Offshore Drilling (X) — Donated — Trust
Diebold Inc. (X) — Int/Div
Diebold Inc. (X) — Donated — Trust
Disney Walt Company (X) — Int/Div
Disney Walt Company (X) — Donated — Trust
DirecTV (X) — None
DirecTV (X) — Donated — Trust
Dolby Lab. Inc. (X) — Int/Div
Dolby Lab. Inc. (X) — Donated — Trust
Dommion Res Inc. (X) — Int/Div
Dommion Res Inc. (X) — Donated — Trust
Donnelley R R & Sons Co. (X) — None
Donnelley R R & Sons Co. (X) — Donated — Trust
Du Pont E DE Nemours & Co. (X) — Int/Div
Du Pont E DE Nemours & Co. (X) — Donated — Trust
Duke Energy Corp. (X) — Int/Div
Duke Energy Corp. (X) — Donated — Trust
EMC Corp. (X) — None
EMC Corp. (X) — Donated — Trust
EOG Res Inc. (X) — None
EOG Res Inc. (X) — Donated — Trust
Ebay Inc. (X) — None
Ebay Inc. (X) — Donated — Trust
Emerson Elec Co. (X) — Int/Div
Emerson Elec Co. (X) — Donated — Trust
Enterprise Products Partmers (X) — None
Enterprise Products Partmers (X) — Donated — Trust
Express Scripts HLDG Co. (X) — None
Express Scripts HLDG Co. (X) — Donated — Trust
Exxon Mobile Comp. (X) — Int/Div
Exxon Mobile Comp. (X) — Donated — Trust
Fifth Third Bancorp (X) — None
Fifth Third Bancorp (X) — Donated — Trust
Fluor Corp. (X) — Int/Div
Fluor Corp. (X) — Donated — Trust
Ford Motor Co. (X) — None
Ford Motor Co. (X) — Donated — Trust
Forst Labs Inc. (X) — None
Forst Labs Inc. (X) — Donated — Trust
Frunklin Res Inc. (X) — Int/Div
Frunklin Res Inc. (X) — Donated — Trust
Freeport-McMoran Copper & Gold (X) — None
Freeport-McMoran Copper & Gold (X) — Donated — Trust
GNC Hldgs Inc. (X) — Int/Div
GNC Hldgs Inc. (X) — Donated — Trust
Gallagher Arthur J & Co. (X) — Int/Div
Gallagher Arthur J & Co. (X) — Donated — Trust
Genuine Parts Co. (X) — None
Genuine Parts Co. (X) — Donated — Trust
Glaxosimithkline PLC (X) — None
Glaxosimithkline PLC (X) — Donated — Trust
Halliburton Co. (X) — Int/Div
Halliburton Co. (X) — Donated — Trust
Hemz HJ) Co. (X) — Int/Div
Hemz HJ) Co. (X) — Donated — Trust
Helmerich & Payne Inc. (X) — None
Helmerich & Payne Inc. (X) — Donated — Trust
Home Depot Inc. (X) — Int/Div
Home Depot Inc. (X) — Donated — Trust
Honeywell International Inc. (X) — Int/Div
Honeywell International Inc. (X) — Donated — Trust
Humana Inc.(X) — None
Humana Inc.(X) — Donated — Trust
Immunogen Inc. (X) — None
Immunogen Inc. (X) — Donated — Trust
Impenal Tobacco Group PLC (X) — None
Impenal Tobacco Group PLC (X) — Donated — Trust
Incyte Comp. (X) — None
Incyte Comp. (X) — Donated — Trust
Integrys Energy Group Inc. (X) — Int/Div
Integrys Energy Group Inc. (X) — Donated — Trust
International Paper Co. (X) — Int/Div
International Paper Co. (X) — Donated — Trust
Isis Pharmaceuticals Inc. (X) — None
Isis Pharmaceuticals Inc. (X) — Donated — Trust
JP Morgan Chase & Co. (X) — None
JP Morgan Chase & Co. (X) — Donated — Trust
Jacobs Engr Group Inc. (X) — None
RITES — Donated — Trust
Johnson & Johnson (X) — Int/Div
Johnson & Johnson (X) — Donated — Trust
Jones Lang Lasalle Inc. (X) — Int/Div
Jones Lang Lasalle Inc. (X) — Donated — Trust
Kla-Tencor Corp. (X) — None
Kla-Tencor Corp. (X) — Donated — Trust
Kimberly Clark Corp. (X) — None
Kimberly Clark Corp. (X) — Donated — Trust
Kinder Morgan Energy Partners (X) — None
Kinder Morgan Energy Partners (X) — Donated — Trust
Kinder Morgan Inc. (X) — None
Kinder Morgan Inc. (X) — Donated — Trust
Kraft Foods Group Inc. (X) — None
Kraft Foods Group Inc. (X) — Donated — Trust
L-2 Communications HLDGS Ine. (X) — Int/Div
L-2 Communications HLDGS Ine. (X) — Donated — Trust
Laboratory Corp. (X) — None
Laboratory Corp. (X) — Donated — Trust
Liberty Media Corp. (X) — None
Liberty Media Corp. (X) — Donated — Trust
Liberty Interactive Corp. (X) — None
Liberty Interactive Corp. (X) — Donated — Trust
Life Technologies Corp. (X) — None
Life Technologies Corp. (X) — Donated — Trust
Lilly Eli & Company (X) — Int/Div
30. — Trust
Lockheed Martin Corp. (X) — Int/Div
Lockheed Martin Corp. (X) — Donated — Trust
Lorillard Inc, (X) — Int/Div
RE¥S — Donated — Trust
Macys Inc. (X) — None
Macys Inc. (X) — Donated — Trust
Markwest Energy Partners (X) — None
Markwest Energy Partners (X) — Donated — Trust
Marsh & McLennan Companies Inc. (X) — None
Marsh & McLennan Companies Inc. (X) — Donated — Trust
Mattel Inc. (X) — Int/Div
Mattel Inc. (X) — Donated — Trust
McDonalds Corp. (X) — Int/Div
McDonalds Corp. (X) — Donated — Trust
Merck & Co. (X) — None
Adb6 — Donated — Trust
Microsoft Corp. (X) — Int/Div
RETH — Donated — Trust
Microchip Technology Inc. (X) — Int/Div
Microchip Technology Inc. (X) — Donated — Trust
Mondelez International Inc, (X) — None
Mondelez International Inc, (X) — Donated — Trust
Munich RE Group (X) — None
Munich RE Group (X) — Donated — Trust
NCR Corp. (X) — None
NCR Corp. (X) — Donated — Trust
National Grid PLC (X) — None
National Grid PLC (X) — Donated — Trust
National Oilwell Varco Inc. (X) — Int/Div
National Oilwell Varco Inc. (X) — Donated — Trust
Nestle S A Sponsored ADR (X) — None
Nestle S A Sponsored ADR (X) — Donated — Trust
Nextera Energy Inc. (X) — Int/Div
Nextera Energy Inc. (X) — Donated — Trust
Nisource Inc. (X) — None
Nisource Inc. (X) — Donated — Trust
Noble Energy Inc. (X) — None
Noble Energy Inc. (X) — Donated — Trusat
Novartis A G Sponsored ADR (X) — None
Novartis A G Sponsored ADR (X) — Donated — Trust
Nucor Corp. (X) — None
Nucor Corp. (X) — Donated — Trust
Occidental Pete Corp. (X) — Int/Div
Occidental Pete Corp. (X) — Donated — Trust
Omnicom Group Inc. (X) — Int/Div
Omnicom Group Inc. (X) — Donated — Trust
Onyx Pharmaceuticals (X) — None
Onyx Pharmaceuticals (X) — Donated — Trust
Oracle Corp. (X) — Int/Div
ARO. — Donated — Trust
PG&E Corp. (X) — None
PG&E Corp. (X) — Donated — Trust
PNC FINL SVCS Group (X) — None
PNC FINL SVCS Group (X) — Donated — Trust
PPG Industries Inc. (X) — Int/Div
PPG Industries Inc. (X) — Donated — Trust
PPL Corp. (X) — None
PPL Corp. (X) — Donated — Trust
PALL Corp. (X) — None
PALL Corp. (X) — Donated — Trust
Pearson PLC Sponsored ADR (X) — None
Pearson PLC Sponsored ADR (X) — Donated — Trust
Pepsico Inc. (X) — None
Pepsico Inc. (X) — Donated — Trust
Philip Morris International Inc. (X) — None
Philip Morris International Inc. (X) — Donated — Trust
Philippine Long Distance Tel (X) — None
Philippine Long Distance Tel (X) — Donated — Trust
Prosiebensat 1 Media (X) — None
Prosiebensat 1 Media (X) — Donated — Trust
Prudential FINL Inc. (X) — Int/Div
Prudential FINL Inc. (X) — Donated — Trust
Range RES Corp. (X) — Int/Div
Range RES Corp. (X) — Donated — Trust
Reckitt Benckiser Group (X) — None
Reckitt Benckiser Group (X) — Donated — Trust
Regal Entertainment Group (X) — Int/Div
Regal Entertainment Group (X) — Donated — Trust
Reliance Steel & Alumimum Co. (X) — Int/Div
Reliance Steel & Alumimum Co. (X) — Donated — Trust
Reynolds American Inc. (X) — None
Reynolds American Inc. (X) — Donated — Trust
Roche HLDG Limited (X) — None
Roche HLDG Limited (X) — Donated — Trust
Rogers Communications Inc. (X) — None
Rogers Communications Inc. (X) — Donated — Trust
Royal Dutch Shell PLC (X) — Int/Div
Royal Dutch Shell PLC (X) — Donated — Trust
SSE PLC (X) — None
SSE PLC (X) — Donated — Trust
Sandisk Corp. (X) — None
Sandisk Corp. (X) — Donated — Trust
Sanofi Sponsored ADR (X) — None
Sanofi Sponsored ADR (X) — Donated — Trust
Scana Corp. (X) — None
Scana Corp. (X) — Donated — Trust
Schlumberger Limited (X) — None
Schlumberger Limited (X) — Donated — Trust
Scor Sponsored ADR (X) — None
Scor Sponsored ADR (X) — Donated — Trust
Shaw Communications {(X) — Int/Div
Shaw Communications {(X) — Donated — Trust
Signature BK New York (X) — None
Signature BK New York (X) — Donated — Trust
Southern Co. (X) — Int/Div
Southern Co. (X) — Donated — Trust
Spectra Energy Corp. (X) — Int/Div
Spectra Energy Corp. (X) — Donated — Trust
Suntrust BKS Inc. (X) — Int/Div
Suntrust BKS Inc. (X) — Donated — Trust
Swisscom AG Sponsored (X) — None
Swisscom AG Sponsored (X) — Donated — Trust
Teco Energy Inc. (X) — None
Teco Energy Inc. (X) — Donated — Trust
Taiwan Semiconductor (X) — None
Taiwan Semiconductor (X) — Donated — Trust
Target Corp. (X) — Int/Div
Target Corp. (X) — Donated — Trust
Telstra Corp. (X) — None
Telstra Corp. (X) — Donated — Trust
Tuma Rete Elettrica Nazionale (X) — Int/Div
Tuma Rete Elettrica Nazionale (X) — Donated — Trust
Teva Pharmaceutical (X) — None
Teva Pharmaceutical (X) — Donated — Trust
Thermo Fisher Scientific Inc. (X) — None
Thermo Fisher Scientific Inc. (X) — Donated — Trust
Time Warmer Inc. (X) — Int/Div
Time Warmer Inc. (X) — Donated — Trust
Total S A Sponsored ADR (X) — None
Total S A Sponsored ADR (X) — Donated — Trust
Travelers Companies Inc. (X) — Int/Div
Travelers Companies Inc. (X) — Donated — Trust
US Bancorp DEL COM (X) — None
US Bancorp DEL COM (X) — Donated — Trust
URS Corp. (X) — None
URS Corp. (X) — Donated — Trust
Unilever PLC SPON ADR (X) — Int/Div
Unilever PLC SPON ADR (X) — Donated — Trust
United Technologies Corp. (X) — Int/Div
United Technologies Corp. (X) — Donated — Trust
United Utilities Group PLC (X) — None
United Utilities Group PLC (X) — Donated — Trust
UnitedHealth Group (X) — Int/Div
UnitedHealth Group (X) — Donated — Trust
Valero Energy Corp. (X) — None
Valero Energy Corp. (X) — Donated — Trust.
Vectren Comp. (X) — None
Vectren Comp. (X) — Donated — Trust
Verizon Communications (X) — None
Verizon Communications (X) — Donated — Trust
Vertex Pharmaceuticals (X) — None
Vertex Pharmaceuticals (X) — Donated — Trust
Vinci SA ADR (X) — None
Vinci SA ADR (X) — Donated — Trust
Vivendi SA ADR (X) — None
Vivendi SA ADR (X) — Donated — Trust
Vodafone Group PLC (X) — None
Vodafone Group PLC (X) — Donated — Trust
Vomado RLTY (X) — Int/Div
Vomado RLTY (X) — Donated — Trust
WM Morrison Supermarkets { X) — None
WM Morrison Supermarkets { X) — Donated — Trust
Waste MGMT Inc. (X) — Int/Div
Waste MGMT Inc. (X) — Donated — Trust
Watson Pharmaceuticals (X) — None
Watson Pharmaceuticals (X) — Donated — Trust
Wells Fargo & Co. (X) — None
Wells Fargo & Co. (X) — Donated — Trust
Westpac BKG Corp. (X) — None
S00. — Donated — Trust
XCEL Energy Inc. (X) — None
XCEL Energy Inc. (X) — Donated — Trust
Xilinx Inc. (X) — None
Xilinx Inc. (X) — Donated — Trust
Daimler AG REG (X) — None
Daimler AG REG (X) — Donated — Trust
Bunge Limited (X) — None
S08. — Donated — Trust
Covidien PLC SHS (X) — Int/Div
S10. — Donated — Trust
Eaton Corp. (X) — None
Eaton Corp. (X) — Donated — Trust
Ensco PLC (X) — Int/Div
Ensco PLC (X) — Donated — Trust
Seagate Technology (X) — Int/Div
S16. — Donated — Trust
ACE Limited (X) — None
ACE Limited (X) — Donated — Trust
Weatherford Intemational Limited (X) — None
Weatherford Intemational Limited (X) — Donated — Trust
Pentair Limited (X) — None
Pentair Limited (X) — Donated — Trust
TE Connectivity Limited (X) — Int/Div
TE Connectivity Limited (X) — Donated — Trust
TYCO International (X) — None
TYCO International (X) — Donated — Trust
Diamond Offshore Drilling (X) — None
Diamond Offshore Drilling (X) — Donated — Trust
Alliance Data Systems (X) — None
Alliance Data Systems (X) — Donated — Trust
1
I. The Trust #1 is a life insurance trust created estate planning purposes.
2. The I I corporation.
VIL I. Assessed value of rental property was $279,768 in 2012,
2. Assessed value of real estate wis $441,400 in 2012.
3. This partnership share refers to Part 111 B, line 1. The value 1s equal to the dollar amount invested.
4. For estate planning purposes in December, 2012 | was given stock which | then gave to
trust. | am neither a beneficiary or, nor a trustee of, the
trust. 1 have no control over, nor any knowledge of, how the trust assests are invested. The trustee will not disclose that information to me.
VIL
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|
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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.