Catherine Caldwell Eagles

2013Annual

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Pull out the substance of this filing.

What was filed

  • 38

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 3

    spouse income

Named parties

  • Consohdated Judicial Retirement System of NC « Pension
  • Prudential Retirement Services - Final Rollover from State of NC Retirement Account (See note in Part VIII
  • Elon University Law School - Eamings for teaching
  • University of NC at Greensboro - Eamings for teaching
  • William A. Eagles, PLLC - Earnings from law practice

As filed

Brokerage Account #1 (H)

Dommion Resources Inc. VA New Stock — Int/Div

Duke Energy — Int/Div

Piedmont Natural Gas — Int/Div

Southern Bancshares NC Inc — Int/Div

Spectra Energy — Int/Div

The Southern Company — Int/Div

Brokerage Account #1 (H)

Invesco Charter Fund C1 A — Int/Div

Growth Fund America C1 A Mutual Fund — Int/Div

Investment Co. America Cl A AIVSX — Int/Div

Wash Mut] Invs Fd Inc. C1 A AWSHX — Int/Div

Income Fund America Inc A — Int/Div

Brokerage Account #1 (H)

Wells Fargo Advisors Money Market Account — Interest

IRA #1 (H)

Amer. Balanced Fd C1 A Mutual Fund — Int/Div

Inv. Co. of America CL A — Int/Div

Income Fund America Inc A — Int/Div

IRA #2 (H)

Wells Fargo Equity Value Fd CL A — Int/Div — with line 22)

Wells Fargo Instrinsic Val Fd A — Int/Div

IRA #3 (H)

Growth Fund Am. CL A — Int/Div

IRA Z(H)

Cash - Wells Fargo Advisors (Y)

Inv. Co. Am CL A AIVSX — Int/Div

Amer Balanced FA CL A — Int/Div — Buy (add'l)

Capital Income Bldr CL A — Int/Div

New Perspective Fd CL A — Int/Div — Buy

IRA ES(H)

Growth Fund Am CL A AGTHX — Int/Div

Cash - Wells Fargo Advisors — Interest

Other Assets (H)

Lincoln National Life Insurance Co Policies Surrrender Value — Interest

Wachovia Bank Account — Interest

Eagles Farms LLC — istnbution — Sold (part)

Bank of America Account — None

Income — 2013 — Consohdated Judicial Retirement System of NC « Pension — $72,019.20

Income — 2013 — Prudential Retirement Services - Final Rollover from State of NC Retirement Account (See note in Part VIII — $61.11

Spouse's income — 2013 — Elon University Law School - Eamings for teaching

Spouse's income — 2013 — University of NC at Greensboro - Eamings for teaching

Spouse's income — 2013 — William A. Eagles, PLLC - Earnings from law practice

Part 111, Line 3 - The final rollover amount ($61.11) was deposited to the cash account listed in Part VII, line 26.

Part VII, Line 21 - This fund was exchanged on March 1, 2013 for Wells Fargo Intrinsic Value A Fund, reported on Line 22,

Part VII, Line 26 - Cash in this account used for purchases reported on Lines 28 and 30.

Part VII, Line 37 - Year-end value is less than value reported in 2012 because of donation made in 2013 of all non-cash assets.

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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