Theresa Carroll Buchanan

2012Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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

Eii—S——@eeepreeerrrrp_p, are

|

I

HE EEEEEEE—

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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