Michael E. Romero

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

  • 24

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 5

    debts

  • 6

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Our Courts, Colorado
  • National Conference of Bankruptcy Judges
  • Chase Bank
  • Bank of America
  • Barclays Bank Delaware
  • Wells Fargo National Bank
  • Capital One
  • American Bankruptcy Institute
  • National Conference of } Bankruptcy Judges
  • Nanonal Conference of ; Bankruptcy Judges
  • Life and Health Guaranty Associations
  • National Conference of x Bankruptcy Judges
  • Turnaround Management } Association
  • Bank of the West - partial beneficiary distnbution resulting from death of mother

As filed

Wells Fargo Bank Custodian Traditional IRA - See note in part VIII — Interest

Disney Common (1 share)y) - See note in part VIII

Wells Fargo National Bank, Accounts — Interest

Northwestern Life Insurance Co. Whole Life #1 — Interest

Northwestern Life Insurance Co. Whole Life 0 — Interest

Trust #1: Spouse is Successor TrusteeSee note in part VIII (Hx) — Interest

Undeveloped real property in Gunnison Co, Colorado (x)

former residence of deceased mother (x)

AT&T stock (x)

TIAA-CREF Growth and Income Fund (x) — Redeemed

BankWest Investment Services/Nationwide Platinum V #1 (x) — Redeemed

BankWest Investment Services/Nationwide Platinum V #2 (x) — Redeemed

BankWest Investment Services/Nationw Best of Am. All-American (x) — Redeemed

Wells Fargo accounts®*(see comment in section VINX)

Deceased mother's estate - Spouse is Representative (HN)

Jeep Liberty (2003) (x)

pewelry (X)

Stemway prno (x)

Lexix sedan (1996) (x) — Donated

Undeveloped land in Latimer Co, OK (x)

oil royalty from Mustang Fuel from line 20 x) — Rovalty

deposit accounts in Gunnison Savings and Loan (x) — Closed

accounts in Bank of the West (w) — Closed

Wells Fargo accounts (x)

Member - executive board, Our Courts, Colorado

Member - board of governors, National Conference of Bankruptcy Judges

Agreement — 2013 — Pendleton, Friedberg, Wilson & Hennessey, P.C. - departed shareholder/director interest in P.C. - no control Agreement entered into 2003. No payment in 2013

Liability — Chase Bank — Credit Cards

Liability — Bank of America — Credit Card

Liability — Barclays Bank Delaware — Credit Card

Liability — Wells Fargo National Bank — Line of Credit

Liability — Capital One — Credit Card

Reimbursement — American Bankruptcy Institute — January 2013 — Colorado — Bar Conference — ution waiver

Reimbursement — National Conference of } Bankruptcy Judges — April 2013 — Anzona — Professional Association mid-year meeting — transportation, lodging and food

Reimbursement — Nanonal Conference of ; Bankruptcy Judges — October/November 20013 — Georgia — Professional Association annual meeting — transportation, lodgmg and food

Reimbursement — Life and Health Guaranty Associations — adage ll — Association annual meeting — nnd annoy ernst gi TTT Ths

Reimbursement — National Conference of x Bankruptcy Judges — September, 2013 — Washington, DX — Professional meeting with Congress — lodging and food

Reimbursement — Turnaround Management } Association — July, 2013 — California — Lecture at Professional Association meeting — transportation, lodgimg and food

Spouse's income — 102113 — Bank of the West - partial beneficiary distnbution resulting from death of mother

VIL I account. Total investment in American Balanced Fund Inc. Class A. no transactions

VIL2 Disney stock (1 share) exempt from reporting (no transactions - total value approx. $76 on December 31, 2013/No dividend in 2013)

viLG Io scibutions to benciciaies in 2013

VIL7 Actual value from Gunison County tax records for tax year 2013 was $61,600

VILE Actual value from Gunison County tix records for tax year 2013 was $470,120

VIL14 redemptions noted in lines 10, 11, 12, 13 comprise total in these accounts.

VILIS

One partial distribution to beneficiaries from closure of bank account in

2013 (V11.23) and noted in Part THLB. One charitable donation noted in line 19

VII 23 funds from account closure noted in line 22 were deposited in this account.

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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Michael E. Romero | Frix