Clinton E Averitte

2016Annual

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

What was filed

  • 48

    investments

  • 1

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • and Tina Dalton
  • Farms, LLC
  • Mmerals LLC
  • Minerals, LLC
  • Mmerals, LLC
  • Lincoln Natl Group
  • E. Averitte, ct al
  • Boy Scouts of America - Golden Spread Council

As filed

House #2, Lubbock County, TX — None — Sold — and Tina Dalton

Farm £1, Randall Co.. TX — None — with line 29) — Farms, LLC

Mineral Int.-Randall County Farm #1 (See #2 above) — None — with line 3) — Mmerals LLC

Farm #1, Hill Co., TX — None — with line 29) — Farms, LLC

Mineral Int.-Hill County Farm #1 (See #4 above) — None — with line 3) — Minerals, LLC

Farm #1, Reeves Co. TX — None — with line 29) — Farms, LLC

A Mineral Int.-Reeves Co., Farm £1 (See #6 above) — None — with line 3M) — Mmerals, LLC

Farm #2, Hill Co., TX — None — with line 29) — Farms, LLC

Mineral Int.-Hill County Farm #2 (See #8 above) — None — with line 30) — Minerals, LLC

Lot, Hillsboro, TX — None — with line 29) — Farms, LLC

Land, Whitney, Hill County, TX — None — with line 29) — Farms, LLC

Minerals, Whitey, Hill Co., TX (See #11 above) — None — with line 3M) — Minerals, LLC

Minteral Int.-no surface, Hill County, TX — None — with line MN — Minerals, LLC

LPL Financial, American Funds Invest. Co of America — Int/Div

LPL Financial, American Funds Invest. Co, of America — Int/Div

Amarillo National Bank-Amarillo, TX — Interest

Bank of America.-Amarillo, TX — Interest

Amarillo Community Fed. Credit Union: Amarillo, TX — Interest

Farm #2, Randall Co., TX — Reat

Happy State Bank — Interest

Education Credit Umion, Amarillo, TX — Interest

Mass Mutual Permanent Life — Int/Div

New York Life Adjustable Insurance Policy — Int/Div

Upton Co. Production — Rovalty — with line uM) — Minerals, LLC

No. 24 Cont'd.) Pioneer Natl. Resources, USA, Inc. — with line 30) — Mmerals, LLC

Wells Fargo Bank — Interest

Chase Bank — Interest

Riverbend Bank — Interest

Averntte Farms LLC (Shareholder)

Averitte Minerals LLC (Shareholder)

LPL Fmancial Rio Tinto PLC — Int/Div

Amnuity: Lincoln National Group

AF Growth — with line 32) — Lincoln Natl Group

Del US Growth — with lime 32) — Lincoln Natl Group

AF Growth-Inc — with line 32) — Lincoln Natl Group

Del Stmd Cp Cir — with lime 32) — Lincoln Natl Group

LVIP Mon It Va — with line 32) — Lincoln Natl Group

Del High Yield — with line 32) — Lincoln Natl Group

LVIP Del Bond — with Ime 32) — Lincoln Natl Group

LVIP May Mrkt — with line 32) — Lincoln Natl Group

LVIP Delaware Bond

LVIP SSgA Bond Index

LVIP MFS Value

LVIP Pimco Low Duration Bond

LVIP T Rowe Price Growth Stock

RBC Wealth Management Pioneer Natural Resources (X) — Int/Div

RBC Wealth Management Mutual Fund Putnam (X) — Int/Div

Estate #2: Amarillo National Bank — None — Distributed — E. Averitte, ct al

Vice President, Boy Scouts of America - Golden Spread Council

Agreement — 112/18/14 — Aventte Farms, LLC - Immediate family members (siblings).

Agreement — 1218/14 — Averitie Minerals, LLC - Immediate family members (siblings)

Part VII:

1. Estate #2 came into legal existence and was admitted to Probate on June 17, 2013 and was open during 2016.

2. All assets in Estate #2 (Item #41) were distributed to the beneficiaries during 2016,

3. Averitte Farms LLC and Averitte Minerals LLC are [000 corporations that are 100% owned by four persons, BE

4. Assets listed in lines 33-40 are assets that were held in the Lincoln National Annuity (Line 32) and which merged into other assets in that annuity (Items

#4145),

5. Assets listed in lines 41-45 are held in the Lincoln National Annuity, and income amounts of those assets are not available,

6. In response to the letter of November 7, 2017, from the committee, please be advised that the entries in Part VII, Lines

35,37, 39, 40, and 42 of the 2015 Amended Report are holdings in the Lincoln National Group Annuity listed at Line 32

of that report. Those five funds (Lines 35, 37, 39, 40, 42) were inadvertently omitted from the 2016 Report and shaould

have been included with items listed at Lines 33-40 and carried the Value Code J. All of the funds listed in the 2015

Amended Report for the Lincoln Annuity (Lines 33-45), were transferred in early 2016 into the funds listed in Lines 41-45

of Part VII of the 2016 Report, under the Lincoln National Group Annuity in that 2016 Report.

There was no distribution of any funds to me or anyone else out of the annuity as a result of the 1/28/16 trunsfers.

Instead, all funds remained in the Lincoln National Group Annuity.

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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