William F Stone jr

2013Annual

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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

  • 124

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • market
  • stock merger
  • see line #90)
  • line # 108
  • Trust #1
  • Estate of IEEE (sce note # 9)
  • Vanous
  • Scott & Stringfellow
  • Monthly retirement benefit paid to spouse from the Virgimia Retirement System for service as teacher

As filed

IRA 43 (H)

Kroger Co. — Int/Div

Baxter Intl, Inc — Int/Div

BPPLC — Int/Div

Cardinal Health, Inc — Int/Div

Carefusion Corp. — None

Chevron Texaco Corp. (see note #1) — Int/Div

Coca Cola (see note #1) — Int/Div

BB&T Corporation — Int/Div

Branch Banking & Trust Co. Insured Deposit Program — Interest

Colgate Palmolive Co — Int/Div

Conagra Foods, Inc — Int/Div

EL duPont — Int/Div — Sold (part) — market

Eaton Corporation PLC — Int/Div — Sold (part) — market

Eastman Kodak (see note 22) — None — Closed

Exxon Mobil Corp. (see note 21) — Int/Div — Sold (part)

Freeport McMoran Copper & Gold — Int/Div

General Electric Corp — Int/Div

Eagle - JP Morgan Prime Money Market Fund — Int/Div

Raymond James Bank Deposit Program — Interest

IBM — Int/Div

Ingles Markets, Inc — Int/Div

International Paper — Int/Div

NCR Comp — None

Norfolk Southern Corp — Int/Div

Northwestern Mutual Life Ins. Co. (see note ‘an — Int/Div

Schlumberger Ltd — Int/Div

Sealed Air Corp. (common) — Int/Div

Sprint Nextel Corp. (see notes #1 & 3) — None — with line 3) — stock merger

Ultralife Batteries, Inc — None

YUM Brands. Inc. (see note £1) — Int/Div

Sprint Corp., Ser. (see notes #1 & 3) (see line 27) — None — stock merger

Pepsico, Inc. (see note #1) — Int/Div

AT&T (see note 21) — Int/Div

Branch Banking & Trust Co. of VA Acts (see note #1) — Interest

Stifel Nicolaus Insured Bank Deposit Program — Interest

Fromtier Communications Corp. — Int/Div — Sold (part) — market

Republic Services, Inc — Int/Div — Sold (part) — market

Eagle Growth & Income Fund Class A M/F (see note #1) — Int/Div

Federated VA Muni Service (formerly VA Muncipal Cash Trust) — Interest

Archer Daniels Midland Co — Int/Div

Bristol Myers Squibb Co — Int/Div

Eastman Chemical Co. — Int/Div

Glaxo Smith Kline PLC (see note £ 1) — Int/Div

Honeywell Int'l Inc — Int/Div

Intel Corp. (see note 21) — Int/Div

Whirlpool Corp — Int/Div

Microsoft Corp. — Int/Div

Johnson & Johnson — Int/Div

Texas Instruments Inc — Int/Div

Xerox Corporation — Int/Div

Zimmer Holdings — Int/Div

Federated Strategic Value Div Fund Class A MF — Int/Div

Pimco Total Return Fund Class A M/F — Int/Div

Thomburg Investment Income Builder Fund Class N/L — Int/Div

VanGuard Short Term Bond Index Fund Investor Class N/L — Int/Div

SPDR Index SHS Funds S&P INTL Div FTF — Int/Div

SPDR Senes Trust S&P Div ETF — Int/Div

Sector SPDR TR SBI INT-UTILS — Int/Div

General Mls Inc — Int/Div

IRA #2 (H)

Verizon Comm. (GTE) Debenture — Interest

Eagle Capital Appreciation Trust Fund — Int/Div

Eagle Growth & Income Trust Fund — Int/Div

Eagle Mid Cap Stock Fund — Int/Div

Eagle International Equity Fund — None — Sold — market

Raymond James Bank Deposit Program (cash balance) — Interest

Eagle Intl Equity Fund Class A — None — Sold — market

Eagle Mid Cap Stock Fund Class A — Int/Div

Eagle Growth & Income Trust Fund — Int/Div

Trust #1 (1/3 beneficiary) (see note # 4) (H)

Abbott Labs (see note £6) — Int/Div — Sold (part) — see line #90)

Aston/River Road Div All Cap Val Fund — Int/Div

BB&T Comp — Int/Div

Chevron Texaco Corp. — Int/Div

General Electric Co. Com — Int/Div

linois Tool Works, Inc — Int/Div

Intel Corp — Int/Div

Lowes Companies, Inc — Int/Div

Merk Hard Currency Fund — Int/Div

Minnesota Mining & Manuf — Int/Div

Norfolk Southern Corp — Int/Div

Oracle Corp. — Int/Div

Raymond James Money Market Account (cash balance) — Interest

Unilever Plc Adr — Int/Div — Buy (add'l) — market

United Technologies Corp. — Int/Div

Verizon Communications — Int/Div — Sold (part) — market

TD Ameritrade Money Market Acct — Interest

Northwestern Mutual Life Insurance Co. — Int/Div

Abbvie, Inc.(see note 26) — Int/Div — from line 72)

Sector SPDR TR SBI — Int/Div

Powershares ETF Intl Divd Achievers — Int/Div

SPDR Series Trust S& P Divid E1¥ — Int/Div

Vanguard Short Term Bond Stock Index Fund — Int/Div — Sold — market

Ishares TR DJ Sel Div Inx — Int/Div

Ishares TR Hgh Div Eqt Fd — Int/Div

Trust #2 (H)

BB&T checking account — Interest

Centurylnk (see note £ 1) — Int/Div

Windstream Corp. (common) (see notes #1 &7) — Int/Div — line # 108

Phzer Ine — Int/Div

Fundamental Investors 529 Plan — Int/Div

Washington Mutual Investors Fund 529 Plan — Int/Div

AMCAP Fund 529 Plan — Int/Div

SMALLCAP World Fund 529 Plan — Int/Div

Investment Company of America 529 Plan — Int/Div

Unilever N.V. NY SHS New — Int/Div

Windstream Holdings, Inc. (see notes # & n — Int/Div — from line 100)

Rental Property, Myrtle Beach, SC (see note 48) — Rent

Capital Income Builder - $29A — Int/Div — Buy — market

Trust #5 (see note £5) (H)

BP PLC — Int/Div — Sold — market

Duke Energy Corp. New — Int/Div — Sold (part) — market

Frontier Communications Corp. — Int/Div — Sold — market

Piedmont Nat Gas — Int/Div — Sold — market

Southern Company — Int/Div — Sold — market

Spectra Energy Corp. — Int/Div

Travelers Companies Inc — Int/Div

Verizon Communications Inc — Int/Div

Raymond James Bank Deposit Program — Interest

IShares Russell 1000 GRW ETF — Int/Div — Buy — market

IShares Russell 2000 ETF — Int/Div — Buy — market

SPDR Series Trust S&P Diy — Int/Div — Buy — market

SPDR S&P Midcap 400 ETF Trust — Int/Div — Buy — market

Co-Trustee, Trust #1

Executor, Estate of IEEE (sce note # 9)

Inactive Trustee of var. deeds of trust as a result of prior law practice, Vanous

Liability — Scott & Stringfellow — margin account loan for vacation home improvements, paid in full by 30172013

Spouse's income — 2013 — Monthly retirement benefit paid to spouse from the Virgimia Retirement System for service as teacher

1. Investments in sume companies of reporting person and spouse have been combined for this report.

2. Asa result of its bankruptcy proceeding the common stock of Eastman Kodak was determined to be worthless on 09/11/13.

3. On 7/11/13 Sprint Nextel Corp. completed a merger transaction as a result of which its stock was exhanged for a combination of cash and stock in Sprint Corp.

Ser 1.

4. The reporting person is a co-trustee and deemed to be one of three principal beneficiaries of this family trust, Accordingly, 1/3rd of trust asset values and

income is reported.

5. The reporting person's [Jl is the trustee and principal present beneficiary of this Trust.

6, On 01/02/13 Abbott Labs distributed to its shareholders stock in a corporation named Abbvie, Inc.

7. On 09/13/13 Windstream Corp. merged mto a new corporation named Windstream Holdings, Inc. and the former's stock wus converted into shares of the

surviving corporation, share for share. No entrry is made in Column D(1) for this transaction because the FDR software program for some unknown reason will

not accept a “merger” input at line 100,

8. The purchase price of the real estate, in 2010, was $405,000, $20,000 of which was allocated to furnishings in the property, Part VII, line 123,

9. The only undistributed assets held in the Estate of [JN arc & very few unsold items of personalty. Part I, line 3.

10. The filer's successor wis sworn in on 01/02/14 and therefore that day was the filer's last day in office. No material change in any information provided in this

report occurred between 12/31/13 and that date. Effective as of thut same date the reporting person received a one year “recall” appointment as bankruptcy judge

from the Court of Appeals for the Fourth Circuit. It is anticipated, however, that the services expected to be rendered due to this recall appointment will be fewer

than sixty (60) days so as to obviate the need to file a further annual report. Accordingly, the filer REQUESTS THAT THE COMMITTEE ACCEPT THIS AS

The adddress

A FINAL REPORT on th eunderstanding that if the services actually rendered are above the threshold level, a further report will be filed in 2015,

used is that of the filers last day in regular service and mail may continue to be addressed to the reporting person at such address. The reporting person serves

without any personal staff and has no chambers address other than us noted here, although his deemed duty station as recall judge is his residence address, which is

not provided for security reasons.

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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