Patrick M. Flatley
2011Annual
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What was filed
92
investments
2
positions
0
gifts
0
agreements
1
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Estate
- Bethany College
- Estate - Executor Fee
As filed
WesBanco Checking
PRU Common Stock — Int/Div
US. Savings Bonds — Interest
IRA: — Int/Div
JP Morgan Large Cap Growth Fund A
JP Morgan Equity Index Fund A
Prudential Whole Life — Int/Div
Chase Bank Accounts — Interest
Progressive Bank Accounts — Interest — Closed
Rovalty Interest, Wetzel County, WV (X) — Rovalty
WesBanco Bank NMF Beneficiary IRA CD 1X) — Interest
WesBanco Bank NMF Beneficiary Securities Custodial IRA(X) — Int
Prime Cash Trust — Buy (add'l)
Prime Cash Trust — Buy (add'l)
DuPont EIDE De Nemours Stock — Sold
United Bankshares Inc — Sold
Venzon Commumicabons — Sold
Weshanco Bank Checking — None — Open
Weshanco Bank Savings — Interest — Open
Executor of estate assets held in aggregate estate — Int/Div
1/4th Mineral Interest, Wetzel County, WV
U.S. Series HH Savings Bonds — Redeemed
WesBanco Bank Account
Metlife Annuity — Redeemed
Bankers Life & Casualty Co Annuity — Redeemed
WesBanco Securities Cash Holding Account
Altna Group Common Stock — Sold
Ameren Corp Common Stock — Sold
BP PLC Common Stock — Sold
Coca Cola Co Common Stock — Sold
General Electric Common Stock — Sold
Knaft Foods Common Stock — Sold
Medco Health Solutions Common Stock — Sold
Merck & Co Ine Common Stock — Sold
Phizer Inc Common Stock — Sold
Philip Moms Intl Inc Common Stock — Sold
Texas Instruments Inc Common Stock — Sold
Blackrock ENH Cap & Inc Common Stock — Sold
Blackrock Credit All Inc Tr Inc Common Stock — Sold
Blackrock Global Allocation Cl C Mutual Fund — Sold
Blackrock Invt Quality Mun Tr Common Stock — Sold
Blackrock Muni Inter Dr Fund Inc Common Stock — Sold
MFS Muni Series Trust WV Muni ‘A Mutual Fund — Sold
Nuveen Muni Trust Int Dr 'A* Mutual Fund — Buy (add'l)
Nuveen Muni Trust Int Dr 'A* Mutual Fund — Buy (add'l)
Nuveen Muni Trust Int Dr 'A* Mutual Fund — Sold (part)
Nuveen Muni Trust Int Dr 'A* Mutual Fund — Sold
Putnam Invs FD Inc C1'A' Mutual Fund — Sold
Putmam Mun Opportunities Trust Common Stock — Sold
MernliLynch (Formerly Blackrock )BIF Tax Ex Money Mkt Fd — Sold (part)
Altna Group Ine Common Stock — Sold
First WV Bancorp Inc Common Stock — Sold (part)
First WV Bancorp Inc Common Stock — Sold (part)
First WV Bancorp Inc Common Stock — Sold (part)
First WV Bancorp Inc Common Stock — Sold
Kraft Foods Inc Common Stock — Sold
Pace Oil & Gas LTD Common Stock — Sold
Phizer Inc Common Stock — Sold
Philip Morris Intl Inc Common Stock — Sold
Provident Energy LTD New Common Stock — Sold
FerrellGas Partners LP Unit LTD Ptr Common Stock — Sold
American Electric Power Inc Common Stock — Sold
Axcelis Technologies Inc Common Stock — Sold
BP PLC Inc Common Stock — Sold
DTE Energy Co Common Stock — Sold
Duke Energy Corp New Common Stock — Sold
Eaton Corp Common Stock — Sold
First WV Bancorp Inc Common Stock — Sold (part)
First WV Bancorp Inc Common Stock — Sold (part)
First WV Bancorp Inc Common Stock — Sold (part)
First WV Bancorp Inc Common Stock — Sold (part)
First WV Bancorp Inc Common Stock — Sold
General Electric Co Common Stock — Sold
Spectra Energy Corp Common Stock — Sold
MetLife Inc Common Stock — Sold
United BankShares Inc WV Common Stock — Sold
Huntington Bank CDs
Progressive Bank CDs
United Bank CDs
WesBanco CDs
Executor of Estate assets held m aggregate estate (X) — Int/Div
MFS Series Trust Value FD — Buy (add'l)
MFS Series Trust Value FD — Sold
Wells Fargo FSD Money Market — Sold
Bristol Myers Squibb Common Stock — Sold
WesBanco. Inc Common Stock — Sold
Mesirow Fin Prime Cash Tst — Redeemed
United Bank Savings Acct — Closed
United Bank Checking Acct
United Bank CD
WesBanco Bank CD
WesBanco Securities Cash Holding Acct
Executor, Estate
Executor, Estate
Liability — Bethany College — College Tuition & Fees
Income — 2011 — Estate - Executor Fee — $22,300.00
Part VII Page 1 Line 9 - Inherited royalty interest from
Estate in 2011. Date of appraised value 12/16/2010.
Part VII Page | Line 10 & 11 - Beneficiary interest in IRAs from
Estate upon date of death in 2011,
Part VII Page 8 Line 80 - Appointed Executor of
Estate effective 11/12/11. Reportable assets held by the
Estate are listed here sepurately via
Aggregate Ownership Arrangement reporting.
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.