# Joe L. Heaton

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14299

## Record

- **Judge:** Joe L. Heaton
- **Year:** 2013
- **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 Bammey money fund — Int/Div
Investment Company of America — Int/Div
Buropacific Growth Fund — Int/Div
Bank of Oklahoma accounts — None
Wm East Mosier Ltd Partnership ltd. part interest — Int/Div — Distnbuted — revocable trust
Masterpiece Properties LP - ltd. part. interest — Rent
Meadowood Il LP ltd. part. int. real est. dev Cleveland, OK — Rent
Hollywood Shopping Center LLC, Norman, OK — Reat
West Ouks Rentals, gen. part. Norman, OK office bldg. — Rent
Norman Construction & Paving common stock — None
DDB Limited Partnership, ltd. part. interest — Rent — Distnbuted — revocable trust
Growth Fund America — Int/Div
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) - income beneficiary — Int/Div
Executive Producers LP, Itd. part. int — Reat — Distributed — revocable trust
Individual Retirement Account #1 — Int/Div
Amcap Fund
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
Investment Company of America
Smith Barney Money Funds - case portfolio - A
Growth Fund of America
EuroPacific Growth Fund
International Growth & Income Fund
Secretary - Treasurer
Co-Trustee, Trust #1
Co-Trustee, Trust #2
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. The limited partnership interests indentified in Part VII, lines 10, 11, 12, 15, and 22 also had interest or dividend income in addition to rental income (per K-1),

The properties generating rental income are in Cleveland County, OK.

3. Entries for JIN Account #2 (entries 37-44, 2012 report) have been deleted. JIN relationship is over. Beneficiary is no longer a Jl or a

I

4. The DDB revocable trust (entry 21) was fully distributed during the year, resulting in distributions of limited partnership interests in Executive Producers LP

and of additional mnterests in J E. Mosier LP and DDB LP.

5. Trust | and Trust 2 referenced in Part | (positions) are revocable trusts created by filer JIN during the year, with filer JIN being co-trustees and

beneficiaries of cach trust. Assets owned are fully reflected in entries 1-20 and have not changed from prior reports except as indicated (value changes, etc.).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14299. Public record. Not legal advice.