W Richard Lee

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

36
investments
3
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income

Named parties

Trust #3
Trust 44
Shaver Like Heights Mutual Water Co,
Eh De AA} dati Bankruptcy Forum

As filed

Bank of America - account — Interest

RBC Prime Money Market Fund (closed R15/13) — None — Redeemed

Amencan Funds Money Market Fund - A — None

Principal Financial Group - common stock note — Int/Div

Principal Universal Life Protector policy #1 — None

Principal Universal Life Protector policy #2 — None

Properties Co. #1 common stock - note 2 — Rent

Brokerage Account #1 - closed 8/15/13

Federated Equity FDS Prudent Bear FD CL C SHS — None — Sold

IRA #1 - Franklin Funds — Int/Div

Franklin Small-Mid Cap Growth Fund Class A

Franklin Small-Mid Cap Growth Fund Class C

Franklin Growth Fund - Class A

IRA #2 - Franklin Funds — Int/Div

Franklin Small-Mid Cap Growth Fund Class C

IRA #3 - Pershing LLC/Princor Financial — Int/Div

Pershing Government Account - Money Market — Sold (part)

Principal Short-term Income Fund - class A — Buy

Principal Government & High Quality Bond Fund - class A — Buy

Principal Income Fund - class A — Buy

Principal Global Diversified Income Fund «class A — Buy

Principal Small-Midcap Dividend Income Fund - class A — Buy

SPDR Gold Trust Gold Shares — Buy

IRA%4 - American Funds — None

Amencan Funds Money Market Fund - A

Trust #1

American Funds Money Market Fund - A — None

Principal Survivorship Universal Life policy — None

Trust £2 — Rent

Properties Co. #1 common stock - note 2

Trust #3 — None

Oil & Gas Royalty - Kern County, CA

Trust #4

rental property « Kern County, CA. - 2009 appraisals — Rent

promissory note from Valley Power Systems, Ine. — Interest

S10.

Co-trustee, Trust #3

Income beneficiary, Trust 44

Director, Shaver Like Heights Mutual Water Co,

Reimbursement — Eh De AA} dati Bankruptcy Forum — Ti mm fhe HY — RA bankruptcy association's annual conference — A "a Rt TT #

Note 1: Equity interest in Principal Fmancial Group, Inc. 617 shares of common stock issued in conjunction with life insurance policies. Shares held by issuer.

Marketability and value unknown.

Note 2: Properties Co. #1 is a real property holding company, single asset - commercial property in Kern County, CA. - leased [0 business, 1 hold

27.5% of the common stock, stock not marketable - uppraisal date, March 13, 2009.

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.