Robyn L. Moberly
2013Annual
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Pull out the substance of this filing.
What was filed
59
investments
3
positions
1
gifts
0
agreements
3
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Collins, Moberly
- Collins Moberly
- Indiana Univeristy McKinney School of Law Alumm Association
- Indianapolis Bar Association
- Indianapolis Bar Assocation
- Bank of America
- Citibank
- Chase Bank
- Whitham Hebenstreit and Zubek., attorneys at law
As filed
AT&T stock — Int/Div — Sold (part) — Collins, Moberly
American Electric Power — Int/Div — Sold (part) — Collins, Moberly
Fromtier Communications — Int/Div
Wells Fargo & Co — Int/Div — Sold (part) — Collins Moberly
Marshall & Isley Bank — Interest
Vernzon — Int/Div
New Mexico Apache Corp. mineral lease rights — Rovalty
Yates Petroleum Corp. mineral rights — Rovalty
Cimarex Energy Co. — Rovalty
Chesapeake Operating Inc, Oklahoma City. OK — Rovalty
Merit Energy — Rovalty
Endeavor Energy Resources LP, Midland TX — Rovalty
Three Rivers Operating Co — Rovalty
Coca Cola Co. — Int/Div
Eli Lilly Co. — Int/Div
IBM — Int/Div
Kimberly Clark — Int/Div
Merck — Int/Div
AT&T — Int/Div
Chevron — Int/Div — Sold (part) — Collins Moberly
Exxon Mobil — Int/Div — Sold (part) — Collins Moberly
GE-==Y — Int/Div
Public Storage (REIT) — istmbution — Sold (part) — Collins Moberly
Value Line Larger Companies Fund — Int/Div
Fidelity Diversified International Fund. — Int/Div
Fidelity Low-Priced Stock Fund — Int/Div
Wells Fargo Advatage Capital Growth — Int/Div
Blackrock Large Cap Value Reitrement K — Int/Div
PIMCO total REtum Inst] — Int/Div
Merrill Lynch Bank Deposit — Interest — Sold (part) — Collins, Moberly
CIT Bank Salt Lake City UT Certificate of Deposit — Int/Div — Sold (part) — Collins Moberly
Centurylnk Inc — Int/Div — Sold (part) — Collins Moberly
DTE Energy Corp — Int/Div — Sold (part) — Collins Moberly
Exelon Corp — Int/Div — Sold (part) — Collins Moberly
Piedmont Natural Gas — Int/Div — Sold (part) — Collins Moberly
Southern Compnay — Int/Div — Sold (part) — Collins Moberly
Windstream Corp — Int/Div — Sold (part) — Collins Moberly
Cert of Deposit American Express Bank Salt Lake City UT — Interest — Sold (part) — Collins Moberly
Cert of Deposit St. Louis, Mo. Indl Dev Auth Rev St. A OID — Interest — Sold (part) — Collins Moberly
Cert of Deposit Univ of Texas Perm Umiv — Interest — Sold (part) — Collins Moberly
Ally Financial Inc — Int/Div — Sold (part) — Collins Moberly
Roval Bank of Scotland Grp PLC — Int/Div — Sold (part) — Collins Moberly
Bank of America Corp — Int/Div — Sold (part) — Collins Moberly
Cisco Systems Ince — Int/Div — Sold (part) — Collins Moberly
Citigroup, Inc — Int/Div — Sold (part) — Collins Moberly
CNO Fimancial Group, Inc — Int/Div — Sold (part) — Collins Moberly
Southwest Airlines — Int/Div — Sold (part) — Collins Moberly
Travelers Co. — Int/Div — Sold (part) — Collins Moberly
Vodafone Group PLC — Int/Div — Sold (part) — Collins Moberly
AllianceBemnstein Global Thematic Growth Fund C1 A — Int/Div — Sold (part) — Collins Moberly
Nuveen Investment Quality Municipal Fund — Int/Div — Sold (part) — Collins Moberly
Express Scripts Holding Co — None
Dallas Fort Worth Texas IAF IMP RV AMERN RFGTD OID — Interest — Sold (part) — Collins Moberly
JP Morgan Chase & Co — Int/Div — Sold (part) — Collins Moberly
American Express BK — Int/Div — Sold (part) — Collins Moberly
Amencan Growth Fund — None
American Capital — None
American Capital Income — None
Clearbridge Aggressive Growth Fund — None
Power of Attormey
Vice President, Indiana Univeristy McKinney School of Law Alumm Association
Treasurer, Indianapolis Bar Association
Gift — Indianapolis Bar Assocation — payment for beverages at judge's myvesnture ceremony — $1,000.00
Liability — Bank of America — consumer credit
Liability — Citibank — consumer credit
Liability — Chase Bank — consumer credit
Spouse's income — 2013 — Whitham Hebenstreit and Zubek., attorneys at law
Part VIL.
During my tenure as a United States Benkruptcy Judge, | have been managing [I assets via a power of attorney from each Ins iy
Therefore, | have reported all of 111] assets on my Financial Disclosure form. [0
1am the executor of
wills.
Most of the assets from 2013's Financial Disclosure form have been probated and transferred equally ©
© mcolumn S, | have shown a partial distribution of each asset
I bE A BL FE EL
estates are not fully administered. 1 discovered assets 1 did not know owned and some of the assets have been difficult to transfer, specifically the
oil right
owned in the southwest part of the United States. These are still reflected on my Financial Disclosure form.
The amount of GE stock listed is decreased but no transactions occurred, During all of 2012, 2013 and up to today, | have owned 1,205 shares of GE stock with a
current total vilue of approximately $28,000.
A trust
owned 2 CD's issued by GE Capital in the total sum of $61,933.00.
In 2013, | made an error in this report and included one of the GE Capital CD's in the total of GE stock. In fact, at all relevant times, | held the power of attorney
However, | was never the Trustee of the Q-TIP trust created
1 thought that 1 was the trustee and, hence, in
2013 1 reported the GE Capital CD's on my Financial Disclosure report. Since the CD's should NOT have been reported in 2013, | have deleted them on this 2013
report.
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.