Henley A Hunter

2011Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 65

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Addinonal Information
  • Additonal Information
  • Operating Co., Inc.
  • Natchitoches Histone Foundation
  • See Part IV Raeumbursements Line 65 and Part VII Additional Information
  • George Mason University School of Law
  • History Book Sales

As filed

Cisco Systems, Inc — Int/Div

Yahoo — Int/Div

Capital One — Interest

VAC Federal Credit Union — Interest

FAM Value Fund — Int/Div

Brokerage Account #1

Berkshire Hathaway — None

Ameritrade Money Market — Interest

Johnson & Johnson — Int/Div

United Healthcare Group — Int/Div

Proctor & Gamble — Int/Div

Express Scripts, Inc — Int/Div

IRA Brokerage Account #1

Bames & Noble — Int/Div — Sold

Calamos Fund: Calamos Convertible Growth & Income — Int/Div

Kinder Morgan Energy Partners LP — Int/Div

American Funds: American Funds Capital World Growth & Income — Int/Div

American Funds: American Funds Investment Co. of America — Int/Div

Gamestop Corp. — Int/Div

Regions FDIC Money Market — Interest

Berkshire Hathaway — None

GNMA CMO Series — Int/Div

Franklin Income — Int/Div — Buy

IRA Brokerage Account #2

Ameritrade Cash Acct — Interest

Apple Computer — Int/Div

Virgen, Inc — Int/Div

Shaw Group — Int/Div

Crnxs — Int/Div

Brokerage Account #2

Intel Corporation — Int/Div

Microsoft — Int/Div

Ameritrade Cash Acct — Interest

Brokerage Account #3

FNMA Remic — Int/Div

CLB Berkshire Hathaway — None

Ebay — Int/Div

Van Kampen Funds: Van Kampen Global Franchise A — Int/Div — Sold — Addinonal Information

Calamos Funds: Calamos Growth — Int/Div

Hartford Funds: Hartford Capital Appreciation — Int/Div — Sold (part)

Security Funds: Security Midcap Value — Int/Div

Proctor & Gamble — Int/Div — Sold (part)

Regions FDIC Money Market — Interest

Am Intl. Group (AIG) — Int/Div

Franklin Funds: Franklin Federal Tax Free Income — Int/Div

TSY Inf. L IXNB — Interest

AIG Warrants — Int/Div — from line 44) — Additonal Information

Timberland, Natchitoches Parish, LA acres — None

Timberland Harrison County, TX — Rent — Operating Co., Inc.

Regions Bank — Interest

Various Mineral Interests

Gregg & Rusk Counties, TX — Rovalty

Harnson County. TX — Rovalty

Marion County, TX — Rovalty

Nueces County, TX — Rovalty

Panola County, TX — Rovalty

Bossier Parish. LA — Rovalty

Caddo Parish. LA — Rovalty

Webster Parish, LA — Rovalty

Ouachita Parish, LA — Rovalty

Yazoo County, MS — Rovalty

FAM Value Fund — Int/Div

Woolsthorpe Technology Corporation — None — Addinonal Information

Capital One

Agent & Attorney In Fact-Checking Account Bank of Montgomery — Additonal Information

Director, Natchitoches Histone Foundation

Agent and Attorney In Fact, See Part IV Raeumbursements Line 65 and Part VII Additional Information

Reimbursement — George Mason University School of Law — OS 13/11 -05/22/11 — Arlington, VA — Educational Seminar Program — Aartare, Parking and Food

Reimbursement — paid by LSU. wus a guest speaker

Income — 12/312011 — History Book Sales — $508.24

Line 2: VAC Federal Credit Union income previously reported as dividends is actually interest.

Line 38: Van Kampen Global Francishe A changed its name to Invesco Global Franchise June 2, 2010,

Line 47: AIG Warrants were issued by company without reporting individual's requesting them.

Line 48: No income in 2011

Lines 52-61: Tn this report, items shown us royalty may include lease bonuses per my letter of August 13, 2006,

Line 63: Woolsthorpe Technology Corporation. This company appears to be virtually defunct.

Line 65: Reporting individual was appointed Agent and Attomey in Fact for a relative April 15, 2011, following her sudden illness. Reporting individual paid

expenses using funds on deposit at the using principal's primary checking account at the Bank of Montgomery, us well as depositing income from rental property,

farm and miscellaneous income. Other deposits were made by the relative's former employee and neighbor. Social Security and pension payments were deposited

directly. Although, the individual had another checking account and a savings account at the Bank of Montgomery. reporting individual exercised no control over

those. Reporting individual filed her 2010 tax returns prepared by her CPA. Reporting individual adjusted billing disputes, obtained refunds of utility deposits

on her former residence, and assisted in the sale of a vehicle ($1000.00 sales proceeds). The value shown on Part VII, Line 65, is based upon the balance in the

primary checking account as of August 29, 2011. By that date, reporting individual's assistance had effectively terminated. The Power of Attorney was formally

terminated January 23, 2012.

Reporting dividual arranged for the gift and loan of historic artifacts to the National Park Service. There was no appraisal on the donated items. A few

of the items on loan were appraised for nominal amounts. Reporting individual suggests that the items have little intrinsic value. Instead, their value relates to

their connection to the property listed on National Register and designated a National Historic Landmark. Portions of the property are included in the Cane River

Creole National Historic Park.

**Income for the period described in the original report dated May 11, 2011, reporting individual had no income from the checking account at

Montgomery Bank, but was acting as agent and attorney in fact for the period shown in the report, which also summarized the types of income. Income consisted

of : Social Security, Pension, Rental of land and trailers on luke, refund from overpayment doctor bill, refunds of utility deposits, farm income, und sale of

vehicle. Social Security and Pension funds were direct deposits. Reporting individual did not make all of the deposits to the account, as previously shown. The

information furnished is from bank statements for the period.

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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Henley A Hunter | Frix