RECORD BOO^ 
 
THE UNIVERSITY 
 
 OF ILLINOIS 
 LIBRARY 
 
 3 32.6 
 
 H(o5(oi 
 

 
 
 
 
 
 
 
 
 
 
 
 
Digitized by the Internet Archive 
 in 2017 with funding from 
 
 University of Illinois Urbana-Champaign Alternates 
 
 https://archive.org/details/investorsrecordbOOroll 
 
Investors’ Record Book 
 
 Designed and Arranged by 
 
 MONTGOMERY ROLLINS 
 
 WITH SEPARATE DIVISIONS FOR; 
 
 Page Page Page 
 
 BONDS 6 MORTGAGES 40 INSURANCE - FIRE, ETC. 59 
 
 CONVERTIBLE SECURITIES 18 REAL ESTATE 46 LIFE INSURANCE 62 
 
 STOCKS 22 BANK DEPOSITS 52 INTEREST AND DIVIDEND DATES 70 
 
 NOTES 34 MISCELLANEOUS 56 INCOME BY MONTHS AND YEAR 82 
 
 Published in three forms : Bound in Cloth or Leather; Loose Leaf Binding; 5 x 8 in. Cards 
 
 FOR LIST OF MR. ROLLINS’ BOOKS SEE NEXT PAGE 
 
 Published By MONTGOMERY ROLLINS 
 BOSTON, U. S. A. 
 
2 
 
 BOOKS By Montgomery Rollins 
 
 MONEY AND INVESTMENTS 
 
 A reference book on these subjects. 
 
 CONVERTIBLE SECURITIES 
 
 Including tables showing the prices of the various convertible issues 
 which are equivalent to the market quotations of the securities ex¬ 
 changeable therefor, together with a complete description of each 
 issue, with all data regarding conversion. 
 
 MUNICIPAL AND CORPORATION BONDS 
 
 Terms, customs and usages. A pocket reference book for the investor 
 and banker. 
 
 STOCKS AND THEIR MARKET PLACES 
 
 Terms, customs and usages. A pocket reference book for investors 
 and stock brokers. 
 
 SERIAL AND INSTALMENT BOND VALUES TABLES 
 
 Giving yields and prices on bonds payable either serially or by 
 instalments. 
 
 BOND, STOCK AND INTEREST TABLES 
 
 Waistcoat Pocket Edition, covering all these indispensable tables. [ 
 
 FIFTH MONTGOMERY CODE 
 
 Especially adapted for use in the banking and investment business. 1 
 Including a complete list of Stock Exchange Securities. 
 
 LAWS REGULATING THE INVESTMENT OF BANK FUNDS 
 
 By which may be determined investments legally permissible for 
 savings banks, trust companies, etc., in different States. 
 
 TABLES OF BOND VALUES—15th Edition 
 
 More complete than the 14th. Size, 5H x 754 inches. 
 
 TABLES OF BOND VALUES—19th Edition 
 
 For bonds bearing 3 to 7% interest, together with special tables for 
 4 l/ i, 5H and 8% rates, besides Stock Values and Interest Tables. 
 Size, 34 x 654 inches. 
 
 TABLES OF BOND VALUES 
 
 Based upon Annual Interest payments. 
 
 GOVERNMENT BOND VALUES 
 
 Based upon Quarterly Interest payments. 
 
 414 % TABLES OF BOND VALUES 
 5 V 2 % TABLES OF BOND VALUES 
 ODD RATE BOND VALUES 
 
 For computing yields and prices on bonds bearing any rate of interest. 
 
 DOUBLE METHOD INTEREST TABLES 
 
 For the waistcoat pocket. Both 360 and 365 day methods. Side index. 
 
 BOND, STOCK AND MORTGAGE REGISTERS FOR 
 DEALERS AND LARGE INVESTORS 
 STOCK VALUES TABLES 
 
 Comprising a most complete range of yields, rates and prices; the 
 last from 25 to 225, advancing by intervals of 4%, while dividend 
 rates are covered from 2 to 12%. 
 
 BOND DESCRIPTIONS 
 
 A loose leaf waistcoat pocket record book in which to enter des¬ 
 cription of securities. 
 
CARE OF SECURITIES 
 
 3 
 
 3 3 2,<p 
 
 “ Every reasonable precaution should be taken against 
 the loss of a security, either by theft, fire, or otherwise, 
 and no better precaution can be taken than by the rental 
 of a box in some Safe Deposit Company. There is no 
 recorded instance of an effort to break into a modern safe 
 deposit vault. The physical obstacles offered by the con¬ 
 struction are too great. There are a great many who 
 think they cannot afford this; but, in the long run, it 
 may prove a very cheap method of insurance. The keep¬ 
 ing of one’s securities in the ordinary safe in the house, 
 store or office is practically no protection against the 
 present day scientific burglar, nor, frequently, against fire. 
 
 “ In any event, make a complete list of your securities 
 and keep the same in a different place from that in which 
 the securities themselves are kept—in an entirely different 
 building—so that if the securities are destroyed by fire, 
 the same fire will not be likely to destroy the list. This 
 list should be a fairly complete description so that, in case 
 of loss, the securities can be so completely described as to 
 fully identify them. It should give, in each case, the 
 
 name, the number it bears, if any, the date of its issue, 
 the face value, the rate of interest, when due; and it will 
 be valuable to take additional description, such as when 
 interest is payable, of whom bought, etc. All this in¬ 
 formation is desirable, as it may also save a trip to one’s 
 safe deposit vaults in order to obtain information regard¬ 
 ing some particular security, which may be wanted for 
 other reasons than in case of identification on account of 
 loss. For instance: certain bonds may be called for pay¬ 
 ment, and it is often necessary to know if one holds any 
 of the numbers called.”—From Money and Investments. 
 
 In case of death, such records, as the foregoing, may 
 be of great assistance to one’s executors and adminis¬ 
 trators: the usual loosely kept data is very unsatisfac¬ 
 tory, at such times, and often misleading. 
 
 In event of the loss or destruction of a security, insur¬ 
 ance policy or other valuable paper, immediately notify 
 the issuer, and also the banker or agent from whom it 
 was purchased, giving, in each case, a complete descrip¬ 
 tion, for which the records in this book will be invaluable. 
 
4 
 
 SUGGESTIONS FOR 
 
 The printed headings of most of the columns are self 
 explanatory, but, here and there, some advice may be 
 needed. 
 
 When a security has been “ Converted,” as provided 
 for under the division “ Convertible Securities ” care 
 should be taken to strike out the original investment as 
 entered before conversion, so as not to have the entry 
 appear in two places. 
 
 Under the division “ Stocks,” if ownership is repre¬ 
 sented by more than one certificate, a separate line may 
 be allowed in which to enter each certificate number, but 
 the rest of the data need be filled in only on one line. 
 
 The divisions at the end of the book headed, “ Interest 
 and Dividend Dates ” and “ Income by Months, etc.” 
 will be very helpful, if properly filled out. The first 
 will give, at a glance, the interest payments due any 
 given month; the other gives the total income due every 
 
 USE OF THIS BOOK 
 
 month upon each class of security. The totals at the 
 bottom of each column show the full amount of income, 
 from all sources, due each month, whereas, the totals 
 at the right w T ill give the yearly income upon each class 
 of security, and the sum total can be entered in the 
 lower right-hand corner, i. e., the aggregate yearly in¬ 
 come from all sources. 
 
 Where investments are held by different members of a 
 family, they should be entered upon separate pages, or 
 ownership indicated against the same. It would be even 
 better to have a separate book for each one’s investments, 
 and this is particularly desirable when acting as executor 
 or trustee, a separate book being used for each trust, for 
 example. 
 
 Tax Exempt Investments should have some such letters 
 as T. E. or Ex. against the same. 
 
BONDS 
 
 ISSUED BY 
 
 PURPOSE 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 AT 
 
 INTEREST DATES 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
 
BONDS 
 
 6 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 PAR DENOM- 
 
 VALUE INATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 IN DOL’S 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
 
 
 
 
 
7 
 
 BONDS 
 
 ISSUED BY 
 
 PURPOSE 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 AT 
 
 INTEREST DATES 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
 
 
 
 
 
 ' 
 
 
 
 
BONDS 
 
 7 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 PAR 
 
 VALUE 
 
 DENOM¬ 
 
 INATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 IN OOL’S 
 
 DATE 
 
 SOLD 
 
 
 
 
 
 
 
 
 
 
 PRICE 
 
8 
 
 BONDS 
 
 ISSUED BY 
 
 PURPOSE 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 AT 
 
 INTEREST DATES 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
 
BONDS 
 
 8 
 
 PAR 
 
 VALUE 
 
 DENOM¬ 
 
 INATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 YIELD 
 IN % 
 
 YIELD 
 IN DOL'S 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
BONDS 
 
 ISSUED BY 
 
 PURPOSE 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 AT 
 
 INTEREST DATES 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
 
BONDS 
 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 PAR 
 
 VALUE 
 
 DENOM¬ 
 
 INATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 
 
 
 
 
 
 
 
 
 
 
 
 ' 
 
 
 
 
 
 
 
 
 
 
 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 IN DOL’S 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
 
 
 
 
10 
 
 BONDS 
 
 ISSUED BY 
 
 PURPOSE 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 AT 
 
 INTEREST DATES 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
 
BONDS 
 
 10 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 PAR 
 
 VALUE 
 
 DENOM¬ 
 
 INATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 IN DOL'S 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
 
 
 
 
 
 
 — 
 
 
 
 
11 
 
 BONDS 
 
 ISSUED BY 
 
 PURPOSE 
 
 RATE 
 
 DUE OPTIONAL 
 
 1 
 
 AT 
 
 INTEREST OATES 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
BONDS 
 
 a 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 PAR OENOM- 
 
 VALUE (NATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 YIELD YIELD 
 IN % IN DOL’S 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
 
12 
 
 BONDS 
 
 ISSUED BY 
 
 PURPOSE 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 AT 
 
 INTEREST DATES 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
 
BONDS 
 
 12 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 PAR 
 
 VALUE 
 
 DENOM¬ 
 
 INATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 IN DOL'S 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
 
 
 
 
 
 
 
 
 
 
13 
 
 BONDS 
 
 ISSUED BY 
 
 PURPOSE 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 AT 
 
 INTEREST DATES 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
 
BONDS 
 
 13 
 
 DATE 
 
 COST 
 
 PAR 
 
 DENOM- 
 
 
 BOUGHT 
 
 VALUE 
 
 INATION 
 
 NUMBERS 
 
 
 
 
 
 
 BOUGHT OF 
 
 YIELD 
 
 IN% 
 
 YIELD DATE 
 
 IN DOL’S SOLD 
 
 PRICE 
 
14 
 
 BONDS 
 
 ISSUED BY 
 
 PURPOSE 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 AT 
 
 INTEREST OATES 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
 
BONDS 
 
 14 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 PAR 
 
 VALUE 
 
 DENOM¬ 
 
 INATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 IN DOL’S 
 
 DATE 
 
 SOLD 
 
 
 / 
 
 
 
 
 
 
 
 
 .PRICE 
 
15 
 
 BONDS 
 
 ISSUED BY 
 
 PURPOSE 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 AT 
 
 INTEREST DATES 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
 
BONDS 
 
 15 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 PAR DENOM- 
 
 VALUE INATION 
 
 
 
 YIELD 
 
 YIELD 
 
 DATE 
 
 PRICE 
 
 NUMBERS 
 
 BOUGHT OF 
 
 IN % 
 
 IN DOL’S 
 
 SOLD 
 
 
 
 
 
 
 
BONDS 
 
 ISSUED BY 
 
 PURPOSE 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 AT 
 
 INTEREST DATES 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
BONDS 
 
 16 
 
 DATE 
 
 BOUGHT 
 
 GOST 
 
 PAR 
 
 VALUE 
 
 DENOM¬ 
 
 INATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 YIELD 
 IN % 
 
 YIELD 
 IN DOL’S 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
17 
 

 1 
 
 17 
 
 
 
18 
 
 CONVERTIBLE SECURITIES This Division Is Supp.en,ental 
 
 to other Divisions, such as 
 
 Bonds, Notes, etc 
 
 NAME OF SECURITY 
 
 OTHER DETAILS ENTERED, 
 UNDER_PAGE_ 
 
 CONVERTIBLE INTO 
 
 CONVERSION PRICE 
 
 OF SECURITY HELD 
 
 PRICE OF SECURITY 
 CONVERTED INTO 
 
 WHEN CONVERSION 
 
 PRIVILEGE BEGINS 
 
 • 
 
 
 
 
 
 
CONVERTIBLE SECURITIES 
 
 18 
 
 WHEN CONVERSION 
 PRIVILEGE CEASES 
 
 WHEN REDEEMABLE 
 
 NOTICE REQUIRED 
 
 IF CALLED FOR REDEMPTION 
 CONVERSION MAY BE MADE UP TO 
 
 OTHER DETAILS 
 
19 
 
 CONVERTIBLE SECURITIES 
 
 This Division Is Supplemental 
 
 to other Divisions, such as 
 
 6ond3, Notes, etc. 
 
 NAME OF SECURITY 
 
 OTHER DETAILS ENTERED, 
 UNDER_PAGE_ 
 
 CONVERTIBLE INTO 
 
 CONVERSION PRICE 
 
 OF SECURITY HELD 
 
 PRICE OF SECURITY 
 CONVERTED INTO 
 
 WHEN CONVERSION 
 PRIVILEGE BEGINS 
 
 
 
 
 V 
 
 
 
CONVERTIBLE SECURITIES 
 
 WHEN CONVERSION 
 PRIVILEGE CEASES 
 
 WHEN REDEEMABLE 
 
 NOTICE REQUIRED 
 
 IF CALLED FOR REDEMPTION 
 CONVERSION MAY BE MADE UP TO 
 
 OTHER DETAILS 
 
20 
 
 CONVERTIBLE SECURITIES 
 
 This Division Is Supplemental 
 
 to other Divisions, such as 
 
 Bonds, Notes, etc 
 
 , - i . 
 
 NAME OF SECURITY 
 
 OTHER DETAILS ENTERED, 
 UNDER_PAGE_ 
 
 CONVERTIBLE INTO 
 
 CONVERSION PRICE 
 
 OF SECURITY HELD 
 
 PRICE OF SECURITY 
 CONVERTED INTO 
 
 WHEN CONVERSION 
 PRIVILEGE BEGINS 
 
 
 
 
 
 
 
CONVERTIBLE SECURITIES 
 
 20 
 
 WHEN CONVERSION 
 PRIVILEGE CEASES 
 
 WHEN REDEEMABLE 
 
 NOTICE REQUIRED 
 
 IF CALLED FOR REDEMPTION 
 CONVERSION MAY BE MADE UP TO 
 
 OTHER DETAILS 
 
22 
 
 STOCKS 
 
 
 NAME OF COMPANY 
 
 AND KINO OF STOCK 
 
 GUARANTEED BY 
 
 DIV. 
 
 RATE 
 
 PAR 
 
 VALUE 
 
 DIVIDEND DATES 
 
 CERTIFICATE IN NAME OF 
 
 T 
 
 
 
 
 
 
 
STOCKS 
 
 22 
 
 7T-- ' ■ - 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 NO. OF 
 SHARES 
 
 CERTIFICATE 
 
 NUMBER 
 
 COST 
 
 AMOUNT 
 
 INVESTED 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 IN DOL’S 
 
 PRICE 
 
 SOLD 
 
 
 
 
 
 
 
 
 
 
 PROFIT 
 
 LOSS 
 
 
 
23 
 
 STOCKS 
 
 NAME OF COMPANY 
 AND KIND OF STOCK 
 
 GUARANTEED BY 
 
 DIV. PAR 
 RATE VALUE 
 
 DIVIDEND DATES 
 
 CERTIFICATE 
 
 - ■ -! — r-.: j : 
 
 NAME OF 
 
STOCKS 
 
 23 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 NO. OF 
 SHARES 
 
 CERTIFICATE 
 
 NUMBER 
 
 COST 
 
 AMOUNT 
 
 INVESTED 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 INDOL’S 
 
 PRICE 
 
 SOLD 
 
 PROFIT 
 
 LOSS 
 
 
 
 
 
 
 
 
 
 
 
 
STOCKS 
 
 NAME OF COMPANY 
 AND KIND OF STOCK 
 
 GUARANTEED BY 
 
 OIV PAR 
 
 RATE VALUE 
 
 DIVIDEND DATES 
 
 CERTIFICATE IN NAME OF 
 
STOCKS 
 
 24 
 
 1 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 NO. OF CERTIFICATE 
 
 SHARES NUMBER 
 
 COST 
 
 AMOUNT 
 
 INVESTED 
 
 YIELD YIELD 
 IN % INDOL’S 
 
 PRICE 
 
 SOLD 
 
 PROFIT 
 
 LOSS 
 
25 
 
 STOCKS 
 
 NAME OF COMPANY 
 AND KIND OF STOCK 
 
 GUARANTEED BY 
 
 DIV 
 
 RATE 
 
 PAR 
 
 VALUE 
 
 DIVIDEND DATES 
 
 
 
 
 
 CERTIFICATE IN NAME OF 
 
STOCKS 
 
 25 
 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 NO. OF 
 
 CERTIFICATE 
 
 COST 
 
 AMOUNT 
 
 YIELD 
 
 YIELD 
 
 PRICE 
 
 PROFIT 
 
 LOSS 
 
 SHARES 
 
 NUMBER 
 
 INVESTED 
 
 IN % 
 
 IN DOL’S 
 
 SOLD 
 
 
 
 
 
 
 
 
 
 
STOCKS 
 
 NAME OF COMPANY 
 AND KIND OF STOCK 
 
 GUARANTEED BY 
 
 DIV. PAR 
 RATE VALUE 
 
 DIVIDEND DATES 
 
 CERTIFICATE IN NAME OF 
 
STOCKS 
 
 26 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 NO. OF 
 SHARES 
 
 CERTIFICATE 
 
 NUMBER 
 
 COST 
 
 AMOUNT 
 
 INVESTED 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 IN DOL’S 
 
 PRICE 
 
 SOLD 
 
 PROFIT 
 
 LOSS 
 
 
 
 
 
 
 
 
 
 
 
 
27 
 
 STOCKS 
 
 NAME OF COMPANY 
 
 AND KIND OF STOCK 
 
 GUARANTEED BY 
 
 DIV. 
 
 RATE 
 
 PAR 
 
 VALUE 
 
 OIVIDEND DATES 
 
 CERTIFICATE IN NAME OF 
 
 
 
 
 Y 
 
 
 
STOCKS 
 
 27 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 NO. OF 
 SHARES 
 
 CERTIFICATE 
 
 NUMBER 
 
 COST 
 
 AMOUNT 
 
 INVESTED 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 IN DOL’S 
 
 PRICE 
 
 SOLD 
 
 PROFIT 
 
 LOSS 
 
 
 V 
 
 * 
 
 
 
 
 
 
 
 
 
28 
 
 STOCKS 
 
 NAME OF COMPANY 
 
 AND KIND OF STOCK 
 
 GUARANTEED BY 
 
 DIV. 
 
 RATE 
 
 PAR 
 
 VALUE 
 
 DIVIDEND DATES 
 
 ■ ■ : - ' -- 1 
 
 CERTIFICATE IN NAME OF 
 
 
 
 
 
 
 
STOCKS 
 
 28 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 NO. OF 
 SHARES 
 
 CERTIFICATE 
 
 NUMBER 
 
 GOST 
 
 AMOUNT 
 
 INVESTED 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 INDOL’S 
 
 PRICE 
 
 SOLD 
 
 PROFIT 
 
 LOSS 
 
 ■ 
 
 
 
 
 
 
 
 
 
 
 
29 
 
 STOCKS 
 
 NAME OF COMPANY 
 AND KIND OF STOCK 
 
 GUARANTEED BY 
 
 DIV 
 
 RATE 
 
 PAR 
 
 VALUE 
 
 DIVIDEND DATES 
 
 CERTIFICATE IN NAME OF 
 
 
 
 
 
 
STOCKS 
 
 29 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 NO.OF 
 
 CERTIFICATE 
 
 COST 
 
 AMOUNT 
 
 YIELD 
 
 YIELD 
 
 PRICE 
 
 PROFIT 
 
 LOSS 
 
 SHARES 
 
 NUMBER 
 
 INVESTED 
 
 IN % 
 
 IN DOL’S 
 
 SOLD 
 
 
 
 
 
 
 
 
 
 
30 
 
 STOCKS 
 
 ' • 
 
 NAME OF COMPANY 
 AND KIND OF STOCK 
 
 GUARANTEED BY 
 
 OIV 
 
 RATE 
 
 PAR 
 
 VALUE 
 
 DIVIDEND DATES 
 
 CERTIFICATE IN NAME OF 
 
 
 
 
 
 
STOCKS 
 
 30 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 NO. OF 
 SHARES 
 
 CERTIFICATE 
 
 NUMBER 
 
 COST 
 
 AMOUNT 
 
 INVESTED 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 IN DOL’S 
 
 PRICE 
 
 SOLO 
 
 PROFIT 
 
 
 
 
 
 
 
 
 
31 
 
 STOCKS 
 
 NAME OF COMPANY 
 
 AND KINO OF STOCK 
 
 GUARANTEED 8Y 
 
 DIV. 
 
 RATE 
 
 PAR 
 
 VALUE 
 
 DIVIDEND DATES 
 
 CERTIFICATE IN NAME OF 
 
 
 
 
 
 
 
STOCKS 
 
 31 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 NO. OF CERTIFICATE 
 SHARES NUMBER 
 
 COST 
 
 AMOUNT 
 
 INVESTED 
 
 YIELD 
 IN % 
 
 YIELD PRICE 
 
 IN DOL’S SOLD 
 
 PROFIT 
 
 LOSS 
 
32 
 
 STOCKS 
 
 NAME OF COMPANY 
 AND KIND OF STOCK 
 
 GUARANTEED BY 
 
 DIV. 
 
 RATE 
 
 PAR 
 
 VALUE 
 
 
 
 
 
 OIVIDEND DATES 
 
 CERTIFICATE IN NAME OF 
 
STOCKS 
 
 32 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT O 
 
 NO. OF CERTIFICATE 
 
 SHARES NUMBER 
 
 COST 
 
 AMOUNT 
 
 INVESTED 
 
 YIELD 
 IN % 
 
 YIELD PRICE 
 
 IN DOL’S SOLD 
 
 PROFIT 
 
 LOSS 
 
34 
 
 NOTES 
 
 INCLUDING DISCOUNTED, COUPON, SECURED BY COLLATERAL ETC. 
 
 MAKER OR ISSUED BY 
 
 RATE 
 
 DATED 
 
 TIME OR 
 MATURITY 
 
 PRINCIPAL PAYABLE AT 
 
 INTEREST DUE 
 
 INTEREST PAYABLE AT 
 
 
 • 
 
 
 
 
 
 
NOTES 
 
 INCLUDING DISCOUNTED, COUPON, SECURED BY COLLATERAL ETC. 
 
 34 
 
 DATE 
 
 BOUGHT 
 
 Cost or 
 Discounted at 
 
 AMOUNT 
 
 DISCOUNT 
 
 AMOUNT OF 
 INVESTMENT 
 
 DENOMIN¬ 
 
 ATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 ENDORSEMENT (S) OR 
 LIST OF COLLATERAL 
 
35 
 
 NOTES 
 
 INCLUDING DISCOUNTED, COUPON, SECURED BY COLLATERAL ETC. 
 
 MAKER OR ISSUED BV 
 
 RATE 
 
 DATEO 
 
 TIME OR 
 MATURITY 
 
 PRINCIPAL PAYABLE AT 
 
 INTEREST DUE 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
NOTES 
 
 INCLUDING DISCOUNTED, COUPON, SECURED BY COLLATERAL ETC 
 
 35 
 
 DATE 
 
 Cost or 
 
 AMOUNT 
 
 AMOUNT OF 
 
 DENOMIN- 
 
 BOUGHT 
 
 Discounted at 
 
 DISCOUNT 
 
 INVESTMENT 
 
 ATION 
 
 
 
 
 
 
 NUMBERS 
 
 BOUGHT OF 
 
 ENDORSEMENT (S) OR 
 LIST OF COLLATERAL 
 
 YIELD 
 
36 
 
 NOTES 
 
 INCLUDING DISCOUNTED, COUPON, SECURED BY COLLATERAL ETC. 
 
 MAKER OR ISSUED BY 
 
 RATE 
 
 DATED 
 
 TIME OR 
 MATURITY 
 
 PRINCIPAL PAYABLE AT 
 
 INTEREST DUE 
 
 INTEREST PAYABLE AT 
 
 
 
 * 
 
 
 
 
 
NOTES 
 
 INCLUDING DISCOUNTED, COUPON, SECURED BY COLLATERAL ETC 
 
 36 
 
 DATE 
 
 BOUGHT 
 
 Cost or 
 Discounted at 
 
 AMOUNT 
 
 DISCOUNT 
 
 AMOUNT OF 
 INVESTMENT 
 
 DENOMIN¬ 
 
 ATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 ENDORSEMENT (S) OR 
 
 LIST OF COLLATERAL 
 
 YIELD 
 
 • 
 
 
 
 
 
 
 
 
 
37 
 
 NOTES 
 
 INCLUDING DISCOUNTED, COUPON, SECURED BY COLLATERAL ETC. 
 
 MAKER OR ISSUED BY 
 
 RATE 
 
 DATED 
 
 TIME OR 
 MATURITY 
 
 PRINCIPAL PAYABLE AT 
 
 INTEREST DUE 
 
 INTEREST PAYABLE AT 
 
 
 
 
 
 
 
 
NOTES 
 
 INCLUDING DISCOUNTED, COUPON, SECURED BY COLLATERAL ETC. 
 
 37 
 
 DATE 
 
 BOUGHT 
 
 Cost or 
 Discounted at 
 
 AMOUNT 
 
 OISCOUNT 
 
 AMOUNT OF 
 INVESTMENT 
 
 DENOMIN¬ 
 
 ATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 ENDORSEMENT (S) OR 
 
 LIST OF COLLATERAL 
 
 
 
 
 
 
 
 
 
 YIELD 
 
NOTES 
 
 INCLUDING DISCOUNTED, COUPON, SECURED BY COLLATERAL ETC 
 
 MAKER OR ISSUED BV 
 
 RATE DATED 
 
 TIME OR 
 MATURITY 
 
 PRINCIPAL PAYABLE AT 
 
 INTEREST DUE 
 
 INTEREST PAYABLE AT 
 
NOTES 
 
 INCLUDING DISCOUNTED, COUPON, SECURED BY COLLATERAL ETC 
 
 38 
 
 
 DATE 
 
 BOUGHT 
 
 Cost or 
 Discounted at 
 
 AMOUNT 
 
 DISCOUNT 
 
 AMOUNT OF 
 INVESTMENT 
 
 DENOMIN¬ 
 
 ATION 
 
 NUMBERS 
 
 BOUGHT OF 
 
 ENDORSEMENT (S) OR 
 
 LIST OF COLLATERAL 
 
 YIELD 
 
 
 
 
 
 
 
 
 
 J 
 
40 
 
 MORTGAGES 
 
 MORTGAGOR 
 
 DESCRIPTION 
 
 AMOUNT 
 
 RATE 
 
 DATED 
 
 DUE 
 
 INTEREST 
 
 DUE 
 
 PAYABLE AT 
 
 • 
 
 
 
 
 
 
 
 
MORTGAGES 
 
 40 
 
 Other details of 
 Insurance entered 
 under Insurance 
 page- 
 
 
 AMOUNT OF 
 INSURANCE 
 
 ASSESSED 
 
 VALUE 
 
 ESTIMATED 
 
 VALUE 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 BOUGHT OF 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 IN DOL’S 
 
 SOLD TO 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
 
 
 
 
 
 
 
 
 
 
 
41 
 
 MORTGAGES 
 
 MORTGAGOR 
 
 DESCRIPTION 
 
 AMOUNT 
 
 RATE 
 
 DATED 
 
 DUE 
 
 INTEREST 
 
 DUE 
 
 PAYABLE AT 
 
 
 
 
 
 
 
 
 
MORTGAGES 
 
 41 
 
 Other details of 
 Insurance entered 
 under Insurance 
 page- 
 
 
 AMOUNT OF 
 INSURANCE 
 
 ASSESSED ESTIMATED 
 
 VALUE VALUE 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 BOUGHT OF 
 
 YIELD YIELD 
 IN % IN DOL’S 
 
 SOLD TO 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
42 
 
 MORTGAGES 
 
 MORTGAGOR 
 
 DESCRIPTION 
 
 AMOUNT 
 
 RATE 
 
 DATED 
 
 DUE 
 
 INTEREST 
 
 DUE 
 
 PAYABLE AT 
 
MORTGAGES 
 
 42 
 
 Other details of 
 Insurance entered 
 under Insurance 
 page- 
 
 AMOUNT OF 
 INSURANCE 
 
 ASSESSED 
 
 VALUE 
 
 ESTIMATED 
 
 VALUE 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 BOUGHT OF 
 
 YIELD 
 
 IN % 
 
 
 
 
 
 
 
 
 SOLD TO 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
43 
 
 MORTGAGES 
 
 MORTGAGOR 
 
 
 
 DESCRIPTION 
 
 AMOUNT 
 
 RATE 
 
 DATED 
 
 DUE 
 
 INTEREST 
 
 DUE 
 
 PAYABLE AT 
 
 
 
 
 
 
 
 
 
MORTGAGES 
 
 43 
 
 
 Other details of 
 Insurance entered 
 under Insurance 
 page- 
 
 AMOUNT OF 
 INSURANCE 
 
 ASSESSED ESTIMATED 
 
 VALUE VALUE 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 BOUGHT OF 
 
 YIELD 
 IN % 
 
 YIELD 
 IN DOL’S 
 
 SOLD TO 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
 i 
 
44 
 
 MORTGAGES 
 
 MORTGAGOR 
 
 DESCRIPTION 
 
 AMOUNT 
 
 RATE 
 
 DATED 
 
 DUE 
 
 INTEREST 
 
 DUE 
 
 ----- - —■ =: 
 
 PAYABLE AT 
 
 
 
 
 
 
 
 
 
MORTGAGES 
 
 44 
 
 Other details of 
 Insurance entered 
 under Insurance 
 
 page. 
 
 AMOUNT OF 
 
 ASSESSED 
 
 ESTIMATED 
 
 OATE 
 
 COST 
 
 INSURANCE 
 
 VALUE 
 
 VALUE 
 
 BOUGHT 
 
 
 
 
 
 
 BOUGHT OF 
 
 YIELD YIELD 
 IN % INOOL’S 
 
 — 
 
 SOLO TO 
 
 DATE 
 
 SOLD 
 
 PRICE 
 
46 
 
 REAL ESTATE 
 
 DATE 
 
 BOUGHT 
 
 GOST 
 
 DESCRIPTION AND LOCATION 
 
 AREA 
 
 FRONT AND 
 DEPTH IN FEET 
 
 ASSESSED 
 VALUE OF LAND 
 
 ASSESSED 
 
 VALUE OF BUILDINGS 
 
 TOTAL 
 
 ASSESSED VALUE 
 
REAL ESTATE 
 
 46 
 
 1 
 
 Insurance entered under 
 that Division Page 
 
 AMOUNT 
 
 OF TAXES 
 
 TAXES 
 
 PAYABLE 
 
 LEASED TO 
 
 AMOUNT 
 
 OF RENT 
 
 LEASE 
 
 EXPIRES 
 
 AMOUNT OF 
 MORTGAGE 
 
 MORTGAGE HELD BY 
 
 RATE 
 
 MORTGAGE 
 
 DUE 
 
 
 
 
 
 
 
 
 
 i 
 
47 
 
 REAL ESTATE 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 DESCRIPTION AND LOCATION 
 
 AREA 
 
 FRONT AND 
 DEPTH IN FEET 
 
 ASSESSED 
 VALUE OF LAND 
 
 ASSESSED 
 
 VALUE OF BUILDINGS 
 
 TOTAL 
 
 ASSESSED VALUE 
 
REAL ESTATE 
 
 47 
 
 Insurance entered under 
 that Division Page. 
 
 AMOUNT 
 
 OF TAXES 
 
 TAXES 
 
 PAYABLE 
 
 LEASED TO 
 
 AMOUNT 
 
 OF RENT 
 
 LEASE 
 
 EXPIRES 
 
 AMOUNT OF 
 MORTGAGE 
 
 MORTGAGE HELD BY 
 
 RATE 
 
 MORTGAGE 
 
 DUE 
 
 
 
 
 
 
 
 
 
 
48 
 
 REAL ESTATE 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 DESCRIPTION AND LOCATION 
 
 AREA 
 
 FRONT AND 
 DEPTH IN FEET 
 
 ASSESSED 
 VALUE OF LAND 
 
 ASSESSED 
 
 VALUE OF BUILDINGS 
 
 TOTAL 
 
 ASSESSED VALUE 
 
REAL ESTATE 
 
 48 
 
 Insurance entered under 
 that Division Page 
 
 AMOUNT 
 
 OF TAXES 
 
 TAXES 
 
 PAYABLE 
 
 LEASED TO 
 
 AMOUNT 
 
 OF RENT 
 
 LEASE 
 
 EXPIRES 
 
 AMOUNT OF 
 MORTGAGE 
 
 MORTGAGE HELD BY 
 
 RATE 
 
 MORTGAGE 
 
 DUE 
 
 
 
 
 
 
 
 
 
 
49 
 
 REAL ESTATE 
 
 = I 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 DESCRIPTION AND LOCATION 
 
 AREA 
 
 FRONT AND 
 DEPTH IN FEET 
 
 ASSESSED 
 VALUE OF LAND 
 
 ASSESSED 
 
 VALUE OF BUILDINGS 
 
 TOTAL 
 
 ASSESSED VALUE 
 
REAL ESTATE 
 
 49 
 
 Insurance entered under 
 
 that Division Page 
 
 AMOUNT 
 
 OF TAXES 
 
 TAXES 
 
 PAYABLE 
 
 LEASED TO 
 
 AMOUNT 
 
 OF RENT 
 
 LEASE 
 
 EXPIRES 
 
 AMOUNT OF 
 MORTGAGE 
 
 MORTGAGE HELD BY 
 
 RATE 
 
 MORTGAGE 
 
 DUE 
 
 
 
 
 
 
 
 
 
 
50 
 
 REAL ESTATE 
 
 DATE 
 
 BOUGHT 
 
 COST 
 
 DESCRIPTION AND LOCATION 
 
 AREA 
 
 FRONT AND 
 DEPTH IN FEET 
 
 ASSESSED 
 VALUE OF LAND 
 
 ASSESSED 
 
 VALUE OF BUILDINGS 
 
 TOTAL 
 
 ASSESSED VALUE 
 
 
 
 
 
 
 
 
 
REAL ESTATE 
 
 50 
 
 Insurance entered under 
 that Division Page 
 
 AMOUNT 
 
 OF TAXES 
 
 TAXES 
 
 PAYABLE 
 
 LEASED TO 
 
 AMOUNT 
 
 OF RENT 
 
 LEASE 
 
 EXPIRES 
 
 AMOUNT OF 
 MORTGAGE 
 
 MORTGAGE HELD BY 
 
 RATE 
 
 MORTGAGE 
 
 DUE 
 
 
 
 
 
 
 
 
 
 
52 
 
 SAVINGS BANK, TRUST COMPANY AND CHECK DEPOSITS 
 
 NAME OF INSTITUTION 
 
 DEPOSIT IN NAME OF 
 
 OTHERS AUTHORIZED TO SIGN 
 CHECKS AGAINST ACCOUNT 
 
 DEPOSIT 
 BOOK NUMBER 
 
 Interest 
 
 Rate 
 
 -■ 
 
 OTHER DETAILS 
 
 
 
 
 
 
 
SAVINGS BANK, TRUST COMPANY AND CHECK DEPOSITS 
 
 52 
 
 TOTAL AMOUNTS ON DEPOSIT AT DIFFERENT DATES 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 
 
 
 
 
 
 
 
 
 
 
 AMOUNT 
 
53 
 
 SAVINGS BANK, TRUST COMPANY AND CHECK DEPOSITS 
 
 NAME OF INSTITUTION 
 
 DEPOSIT IN NAME OF 
 
 OTHERS AUTHORIZED TO SIGN 
 CHECKS AGAINST ACCOUNT 
 
 DEPOSIT 
 300K NUMBER 
 
 Interest 
 
 Rate 
 
 OTHER DETAILS 
 
SAVINGS BANK, TRUST COMPANY AND CHECK DEPOSITS 
 
 53 
 
 TOTAL AMOUNTS ON DEPOSIT AT DIFFERENT DATES 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 
 
 
 
 
 
 
 
 
 
 
 
54 
 
 SAVINGS BANK, TRUST COMPANY AND CHECK DEPOSITS 
 
 NAME OF INSTITUTI 
 
 ON 
 
 DEPOSIT IN NAME OF 
 
 OTHERS AUTHORIZED TO SIGN 
 CHECKS AGAINST ACCOUNT 
 
 DEPOSIT 
 BOOK NUMBER 
 
 Interest 
 
 Rate 
 
 OTHER DETAILS 
 
SAVINGS BANK, TRUST COMPANY AND CHECK DEPOSITS 
 
 54 
 
 TOTAL AMOUNTS ON DEPOSIT AT DIFFERENT DATES 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 AMOUNT 
 
 DATE 
 
 
 
 
 
 
 
 
 
 
 
 
 AMOUNT 
 
56 
 
 MISCELLANEOUS 
 
 DESCRIPTION OR NAME 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 INTEREST OATES 
 
 INTEREST PAYABLE AT 
 
 OTHER DETAILS 
 
MISCELLANEOUS 
 
 56 
 
 i 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 COST 
 
 PAR 
 
 VALUE 
 
 AMOUNT 
 
 INVESTED 
 
 YIELD 
 
 IN % 
 
 YIELD 
 
 INDOL’S 
 
 PRICE 
 
 SOLO 
 
 PROFIT 
 
 LOSS 
 
 
 
 
 
 
 
 
 
 
 
MISCELLANEOUS 
 
 DESCRIPTION OR NAME 
 
 RATE 
 
 DUE 
 
 OPTIONAL 
 
 INTEREST DATES 
 
 INTEREST PAYABLE AT 
 
 OTHER DETAILS 
 
MISCELLANEOUS 
 
 57 
 
 DATE 
 
 BOUGHT 
 
 BOUGHT OF 
 
 COST 
 
 PAR 
 
 AMOUNT 
 
 YIELD 
 
 YIELD 
 
 PRICE 
 
 PROFIT 
 
 LOSS 
 
 VALUE 
 
 INVESTED 
 
 IN % 
 
 INDOL’S 
 
 SOLD 
 
 
 
 
 
 
 
 
INSURANCE 
 
 (EXCEPT LIFE) 
 
 PROPERTY INSURED 
 
 KINO OF 
 INSURANCE 
 
 NAME OF COMPANY 
 
 NAME OF AGENT 
 
59 
 
 INSURANCE 
 
 (EXCEPT LIFE) 
 
 Other details of Mortgages to which 
 column below relates entered under 
 Mortgages on pages at right. 
 
 POLICY 
 
 NUMBER 
 
 AMOUNT 
 
 RATE 
 
 COST OR 
 PREMIUM 
 
 DATE INSURANCE 
 BEGINS 
 
 DATE INSURANCE 
 EXPIRES 
 
 NAME OF MORTGAGOR 
 
 fIF INSURANCE COVERS MORTGAGED PROPERTY) 
 
 ENTERED 
 
 ON PAGE 
 
 
 
 
 
 
 
 
 
60 
 
 INSURANCE 
 
 (EXCEPT LIFE) 
 
 PROPERTY INSURED 
 
 KINO OF 
 INSURANCE 
 
 NAME OF COMPANY 
 
 NAME OF AGENT 
 
60 
 
 INSURANCE 
 
 (EXCEPT LIFE) 
 
 Other details of Mortgages to which 
 column below relates entered under 
 Mortgages on pages at right. 
 
 POLICY 
 
 NUMBER 
 
 AMOUNT 
 
 RATE 
 
 COST OR 
 PREMIUM 
 
 DATE INSURANCE 
 BEGINS 
 
 DATE INSURANCE 
 EXPIRES 
 
 NAME OF MORTGAGOR 
 
 (IF INSURANCE COVERS MORTGAGED PROPERTY) 
 
 ENTERED 
 
 ON PAGE 
 
 
 
 
 
 
 
 % 
 
 
61 
 
61 
 
 
 
 
 
 
 
 ' 
 
 
 
 
 
62 
 
 LIFE INSURANCE 
 
 Name of Company 
 Payable to 
 Annual Premium $ 
 Settlement Date 
 Installments $ 
 
 DATE PAID AMOUNT 
 
 TOTALS 
 
 DIVIDEND 
 
 TOTAL 
 
 Agent 
 
 Kind of Insurance 
 
 Premium due Policy Dated 
 
 Cash Value $ Paid up Insurance $ 
 
 Extended Insurance (Time) 
 
 PREMIUM PAYMENTS AND DIVIDENDS 
 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 
 Forward 
 
 
 
 
 Forward 
 
 
 
 
 
 TOTALS 
 
 
 
 
 TOTALS 
 
 
 
 
 Policy Number 
 Amount $ 
 Policy Matures 
 Annuity $ 
 Option Chosen 
 
LIFE INSURANCE 
 
 S3 
 
 Name of Company 
 Payable to 
 Annual Premium $ 
 Settlement Date 
 Installments $ 
 
 Agent 
 
 Kind of Insurance 
 
 Premium due 
 Cash Value $ 
 
 Extended Insurance (Time) 
 
 Policy Dated 
 Paid up Insurance 
 
 Policy Number 
 Amount $ 
 Policy Matures 
 Annuity $ 
 Option Chosen 
 
 PREMIUM PAYMENTS AND DIVIDENDS 
 
 DATE PAID 
 
 TOTALS 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 DATE PAID 
 
 Forward 
 
 TOTALS 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 DATE PAID 
 
 Forward 
 
 TOTALS 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
64 
 
 LIFE INSURANCE 
 
 Name of Company 
 
 Agent 
 
 
 Policy Number 
 
 Payable to 
 
 Kind of Insurance 
 
 
 Amount $ 
 
 Annual Premium $ 
 
 Premium due 
 
 Policy Dated 
 
 Policy Matures 
 
 Settlement Date 
 
 Cash Value $ 
 
 Paid up Insurance $ 
 
 Annuity $ 
 
 Installments $ 
 
 Extended Insurance (Time) 
 
 
 Option Chosen 
 
 PREMIUM PAYMENTS AND DIVIDENDS 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 
 
 
 
 Forward 
 
 
 
 
 Forward 
 
 
 ' 
 
 
 TOTALS 
 
 
 
 
 TOTALS 
 
 
 
 
 TOTALS 
 
 
 
 
LIFE INSURANCE 
 
 65 
 
 Name of Company 
 
 
 Agent 
 
 
 Policy Number 
 
 Payable to 
 
 Kind of 
 
 Insurance 
 
 
 Amount $ 
 
 Annual Premium $ 
 
 Premium due 
 
 
 Policy Dated 
 
 Policy Matures 
 
 Settlement Date 
 
 Cash Value $ 
 
 
 Paid up Insurance $ 
 
 Annuity $ 
 
 Installments $ 
 
 Extended Insurance 
 
 (Time) 
 
 
 Option Chosen 
 
 PREMIUM PAYMENTS AND DIVIDENDS 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 
 
 
 
 Forward 
 
 
 
 
 Forward 
 
 
 
 
 TOTALS 
 
 
 
 
 TOTALS 
 
 
 
 
 TOTALS 
 
 
 
 
66 
 
 LIFE INSURANCE 
 
 Name of Company 
 
 Agent 
 
 
 Policy Number 
 
 Payable to 
 
 Kind of Insurance 
 
 
 Amount $ 
 
 Annual Premium $ 
 
 premium due 
 
 Policy Dated 
 
 Policy Matures 
 
 Settlement Date 
 
 Cash Value $ 
 
 Paid up Insurance $ 
 
 Annuity $ 
 
 Installments $ 
 
 Extended Insurance (Time) 
 
 
 Option Chosen 
 
 PREMIUM PAYMENTS AND DIVIDENDS 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 
 
 
 
 Forward 
 
 
 
 
 Forward 
 
 
 
 
 TOTALS 
 
 
 
 
 TOTALS 
 
 
 
 
 TOTALS 
 
 
 — 
 
 i 
 
LIFE INSURANCE 
 
 67 
 
 Name of Company 
 
 Agent 
 
 
 Policy Number 
 
 Payable to 
 
 Kind of Insurance 
 
 
 Amount $ 
 
 Annual Premium $ 
 
 Premium due 
 
 Policy Dated 
 
 Policy Matures 
 
 Settlement Date 
 
 Cash Value $ 
 
 Paid up Insurance $ 
 
 Annuity $ 
 
 Installments $ 
 
 Extended Insurance (Time) 
 
 
 Option Chosen 
 
 PREMIUM PAYMENTS AND DIVIDENDS 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 DATE PAID 
 
 AMOUNT 
 
 DIVIDEND 
 
 TOTAL 
 
 - 
 
 
 
 
 Forward 
 
 
 
 
 Forward 
 
 
 
 
 TOTALS 
 
 
 
 
 TOTALS 
 
 
 
 
 TOTALS 
 
 
 
 
70 
 
 INTEREST AND DIVIDEND DATES 
 
 (INCLUDING RENTS) 
 
 NAME 
 
 ENTERED 
 
 ON PAGE 
 
 JAN. 
 
 FEB. 
 
 MAR 
 
 APR 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT. 
 
 NOV. 
 
 - - ■ ■— 
 
 DEC. 
 
 
 
 
 
 
 
 
 
 
 
 • 
 
 
 
 
71 
 
 INTEREST AND DIVIDEND DATES 
 
 (INCLUDING RENTS) 
 
 NAME 
 
 ENTERED 
 
 0N1PAGE 
 
 JAN. 
 
 FEB. 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT. 
 
 NOV. 
 
 DEC. 
 
 * 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
72 
 
 INTEREST AND DIVIDEND DATES 
 
 (INCLUDING RENTS) 
 
 NAME 
 
 ENTERED 
 
 ON PAGE 
 
 JAN. 
 
 FEB. 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT. 
 
 NOV. 
 
 DEC. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
INTEREST AND DIVIDEND DATES 
 
 (INCLUDING RENTS) 
 
 NAME 
 
 ENTERED 
 
 ON PAGE 
 
 JAN. 
 
 FEB. 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 
 
 
 
 
 
 
 
 
 
 SEPT 
 
74 
 
 INTEREST AND DIVIDEND DATES 
 
 (INCLUDING RENTS) 
 
 _ 
 
 NAME 
 
 ENTERED 
 
 ON PAGE 
 
 JAN. 
 
 FEB. 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG 
 
 SEPT. 
 
 OCT 
 
 NOV. 
 
 DEC. 
 
 
 
 
 
 
 
 
 
 
 
 1 
 
 
 
 1 
 
75 
 
 INTEREST AND DIVIDEND DATES 
 
 (INCLUDING RENTS) 
 
 NAME 
 
 ENTERED 
 
 ON PAGE 
 
 JAN. 
 
 FEB. 
 
 MAR, 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OGT. 
 
 NOV. 
 
 DEC. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
76 
 
 INTEREST AND DIVIDEND DATES 
 
 (INCLUDING RENTS) 
 
 NAME 
 
 ENTERED 
 ON PAGE 
 
 JAN. 
 
 FEB, 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT. 
 
 NOV. 
 
 DEG 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
77 
 
 INTEREST AND DIVIDEND DATES 
 
 (INCLUDING RENTS) 
 
 NAME 
 
 ENTERED 
 
 ON PAGE 
 
 IAN. 
 
 FEB, 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT. 
 
 NOV. 
 
 DEC. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
78 
 
 INTEREST AND DIVIDEND DATES 
 
 (INCLUDING RENTS) 
 
 NAME 
 
 ENTERED 
 
 ON PAGE 
 
 JAN. 
 
 FEB. 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT 
 
 NOV. 
 
 = 
 
 DEC. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
INTEREST AND DIVIDEND DATES 
 
 (INCLUDING RENTS) 
 
 NAME 
 
 ENTERED 
 
 ON PAGE 
 
 JAN. 
 
 FEB. 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 
 
 
 
 
 
 
 
 
 
 
80 
 
 t 
 
 
 
 
 
 
 V 
 
 
81 
 
INCOME BY MONTHS FOR THE YEAR 19 
 
 
 JAN. 
 
 FEB. 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT. 
 
 NOV. 
 
 DEC. 
 
 . - -= 
 
 TOTAL 
 
 Bonds 
 
 Stocks 
 
 Notes 
 
 Mortgages 
 
 Real Estate 
 
 Deposits 
 
 Miscellaneous 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 TOTAL 
 
 Less 
 
 Deductions 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 BALANCE 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
INCOME BY MONTHS FOR THE YEAR 19 
 
 83 
 
 
 JAN 
 
 FEB. 
 
 MAR. 
 
 APR 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT. 
 
 NOV. 
 
 DEC. 
 
 TOTAL 
 
 Bonds 
 
 Stocks 
 
 Notes 
 
 Mortgages 
 
 Real Estate 
 
 Deposits 
 
 Miscellaneous 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 TOTAL 
 
 Less 
 
 Deductions 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 BALANCE 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
84 
 
 INCOME BY MONTHS FOR THE YEAR 19 
 
 
 JAN. 
 
 FEB. 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT. 
 
 NOV. 
 
 DEC. 
 
 - -TT 
 
 TOTAL 
 
 Bonds 
 
 Stocks 
 
 Notes 
 
 Mortgages 
 
 Real Estate 
 
 Deposits 
 
 Miscellaneous 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 TOTAL 
 
 Less 
 
 Deductions 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 BALANCE 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
85 
 
 INCOME BY MONTHS FOR THE YEAR 19 
 
 
 JAN. 
 
 FEB. 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT. 
 
 NOV. 
 
 DEC. 
 
 TOTAL 
 
 Bonds 
 
 Stocks 
 
 N otes 
 
 Mortgages 
 
 Real Estate 
 
 Deposits 
 
 Miscellaneous 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 TOTAL 
 
 Less 
 
 Deductions 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 BALANCE 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
86 
 
 INCOME BY MONTHS FOR THE YEAR 19 
 
 
 JAN. 
 
 FEB. 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT. 
 
 NOV. 
 
 DEC. 
 
 TOTAL 
 
 Bonds 
 
 Stocks 
 
 N otes 
 
 Mortgages 
 
 Real Estate 
 
 Deposits 
 
 Miscellaneous 
 
 TOTAL 
 
 Less 
 
 Deductions 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 BALANCE 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
87 
 
 INCOME BY MONTHS FOR THE YEAR 19 
 
 
 JAN. 
 
 FEB. 
 
 MAR. 
 
 APR. 
 
 MAY 
 
 JUNE 
 
 JULY 
 
 AUG. 
 
 SEPT. 
 
 OCT 
 
 NOV. 
 
 DEC. 
 
 TOTAL 
 
 Bonds 
 
 Stocks 
 
 Notes 
 
 Mortgages 
 
 Real Estate 
 
 Deposits 
 
 Miscellaneous 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 TOTAL 
 
 Less 
 
 Deductions 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 BALANCE 
 
 
 , 
 
 
 
 
 
 
 
 
 
 
 
 
89 
 
 = 
 
 
 
 
 
 
 

92 
 
 
93 
 
94 
 
 
95 
 
96 
 
 
 
 

 
 
98 
 
 
 
 
 
 
 
 
99 
 
101 
 
 
104 
 
 
 
 
 
 
 = 
 
 ===== 
 
 
 
 _