# Joe L. Heaton

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13807

## Record

- **Judge:** Joe L. Heaton
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 8

## Text

Duke Energy common stock — Int/Div
Spectra Energy common stock — Int/Div
Xcel Energy common stock — Int/Div
Ol & gas working mierest — Rovalty
Smith Bamey money fund (Citibank NA Bk Deposit Program) — Int/Div
Investment Company of America — Int/Div
Buropacific Growth Fund — Int/Div
Okla. Dev. Finance Auth. bonds (St. John's Health System) — Interest — Redeemed
Bank of Oklahoma accounts — None
Mosier Ltd Partnership td. part interest — Rent
Masterpiece Properties LP « ltd. part. interest — Rent
Meadowood Il LP ltd. part. int. real est. dev Cleveland, OK — Reat
Hollywood Shopping Center LLC, Norma, OK — Rent
West Oaks Rentals, gen. Part. Norman, OK office bldg. — Rent
Norman Construction & Paving common stock — None
DDB Limited Partmership, ltd. part. interest — Reat
Growth Fund America — Int/Div — Sold (part)
ING - USA Life Ins. Co. (formally Equitable of lowa) — Int/Div
Int.Growth & Income Fund — Int/Div
Small Cap World Fund — Int/Div
Mineral mterest - Harper Co., Okla. (x) — Rovalty
DDB revocable trust (x) - mcome beneficiary — Int/Div
Individual Retirement Account #1 — Int/Div
Amcap Fund — Buy
Investment Company of America
Smith Barney Money Funds - case portfolio - A
Growth Fund of America Account
EuroPacific Growth Fund
International Growth and Income Fund
Individual Retirement Account 42 — Int/Div
Amcap Fund — Buy
Investment Company of America
Smith Barney Money Funds - case portfolio - A
Growth Fund of America
EuroPacific Growth Fund
International Growth & Income Fund
Custodial Account #2 — Int/Div
Smith Barney money fund (Citibank NA Bank Deposit program)
Bank of Oklahoma account
Growth Fund of America
Mosier LP, ltd. part. interest
Meadowood I LP, ltd. part. interest
DDB Limited Part. Itd. part. int
Masterpiece Properties LP, ltd. part imerest
Custodian, Custodial Account #2
Secretary - Treasurer
Agreement — / — Oklahoma Public Employees Retirement System - receiving monthly benefit
1. The value of the oil and gas working interest identified in Part VII, line 4, is based on average monthly income during the period x36 months. The wells are

located in Oklahoma (Folmar) and McClain (Lewis 1-11 and Mooney) Counties, Oklahoma. The Harper County mineral interest is valued the same way.

2. As to the custodial account shown in Part VII, filer is the custodian or co-signer of the bank account and assets in brokerage account,

custodian 4s

limited parmership interests. Valuations of publicly traded funds are based on cost/market; values of limited partnership interests are based on book value.

3. The limited partnership interests indentified in Part VIL, lines 10, 11, 12 and 16 also had interest or dividend income in addition to rental income (per K-1). The

properties generating rental income are in Cleveland County, OK.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13807. Public record. Not legal advice.