# Joe L. Heaton > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/15580 ## Record - **Judge:** Joe L. Heaton - **Year:** 2018 - **Report type:** Annual - **Pages:** 10 ## Text Duke Energy common stock — Int/Div Spectra Energy common stock — Int/Div Xcel Energy common stock — Int/Div Ol & gas working mierest — Rovalty Morgan Stanley money fund — Int/Div Investment Company of America — Int/Div Buropacific Growth Fund — Int/Div Bank of Oklahoma accounts — Interest 323 East Mosier Ltd Partnership ltd. part interest — Int/Div 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 Growth Fund of America — Int/Div Voya Ins. Co. — Int/Div Int.Growth & Income Fund — Int/Div Small Cap World Fund — Int/Div Mineral mterest - Harper Co., Okla — Rovalty Executive Producers LP, Itd. part. int. — Rent Tax Exempt Bond Fund A — Interest Individual Retirement Account #1 (H) Amcap Fund — Int/Div Investment Company of America — Int/Div Morgan Stanley cash account — Interest Growth Fund of America — Int/Div EuroPacific Growth Fund — Int/Div International Growth and Income Fund — Int/Div Individual Retirement Account #2 (H) Amcap Fund — Int/Div Investment Company of America — Int/Div Morgan Stanley cash account — Interest Growth Fund of America — Int/Div EuroPacific Growth Fund — Int/Div International Growth & Income Fund — Int/Div Allegience Credit Union account — Interest S10. 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 Oklahomis (Folmar) and McClain (Lewis 1-11 and Mooney) Counties, Okluboma. 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 21 also had interest or dividend income in addition to rental income (per K-1). The properties generating reatal income are in Cleveland County, OK. 3. Trust | and Trust 2 referenced in Part | (positions) are revocable trusts created by filer and spouse in prior year, with filer and spouse being co-trustees and beneficiaries of each trust, Assets owned are fully reflected in entries 1-22 and have not changed from prior reports except as indicated {value changes, etc.). 4. All mutual funds are part of American Funds family. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15580. Public record. Not legal advice.