Theresa Carroll Buchanan
2017Annual
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What was filed
21
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- vanes
- dependent children
As filed
Rental Investment Property "P" pom — None
Rental Investment Property "G" - mmm — Rent
Rental Investment Property - "S mmm — Rent
Real Estate Investment Property - *B" [ — Reat
Partmership Share — None
AM. Wash. Mutual Inv. Fund — Int/Div
Memill Lynch CBA Money Fund — Interest — vanes
Delaware Group Div/Inc Fund — Int/Div
Growth Fund of America — Int/Div
Disney — None — Distnbuted — dependent children
Burke & Herbert Bank — Interest — vanes
Columbia Seligman — Int/Div
John Hancock Regional Bank Fund — Int/Div
Henderson Global Equity Income Fund — Int/Div
Hennessy Focus Fund — Int/Div
Matthews Pacific Tiger Fund — Int/Div
Oppenheimer Developing Markets Fund — Int/Div
Satuit Capital US Emerging Companies Fund — Int/Div
Touchstone Sands — Int/Div
Virtus RealEstate Securites Fund — Int/Div
1.
Ee
1. The Trust #1 is a life insurance trust created estate planning purposes.
2. The J corporation is a IE corporation.
VIL 1. Assessed value of I rental property "P" was $314,236 in 2017,
2. Assessed value of SII rental property "G" wus $517,546 in 2017.
3. Assessed value of I real estate "S”(formerly undesignated) was $637,118 in 2017,
4. Assessed value of JI real estate "B was $1,341,248 in 2017.
S. This partnership share refers to Part 111 B, line 1. The value is equal to the dollar amount invested.
VILL In response to the statutory conditions of 5 U.S.C. app. SEC 102 (eM 1 (E):
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