Michael E. Romero

2014Annual

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

What was filed

  • 22

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 5

    debts

  • 4

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • of Spouse
  • Hammondtree
  • Brother of Spouse
  • CarMax
  • Spouse
  • Our Courts, Colorado
  • Chase Bank
  • Bank of America
  • Barclays Bank Delaware
  • Wells Fargo National Bank
  • Capital One
  • American Bankruptcy Institute
  • National Conference of Bankruptcy Judges
  • Nanonal Conference of Bankruptcy Judges
  • Bankruptcy Judges
  • Wells Fargo Bank - partial beneficiary distribution from pin rust
  • Wells Fargo Bank - partial beneficiary distribution from fmm trust
  • Wells Fargo Bank - partial beneficiary distribution from pi trust

As filed

Wells Fargo Bank Custodian Traditional IRA - See note in part VII — Interest

Wells Fargo National Bank, Accounts — Interest

Northwestern Life Insurance Co. Whole Life 21 — Interest

Northwestern Life Insurance Co. Whole Life #2 — Interest

Trust #1: pum is Successor Trustee See note in part VIII (H) — Interest

Undeveloped real property in Gunmson Co, Colorado — Distnbuted — of Spouse

former residence of p—— See comment in section VIII — Sold — Hammondtree

AT&T stock See comment in Section VIN — Redeemed

Wells Fargo accounts*(see comment in section VIITNX) — Sold (part) — Brother of Spouse

Wells Fargo accounts*(see comment in section VIITNX) — Sold (part) — of Spouse

Wells Fargo accounts*(see comment in section VIITNX) — Distnbuted — of Spouse

rs estate - [I is Representative (H)

Jeep Liberty (2003) See comment in Section VIN — Sold — CarMax

pewelry

Misc cons discovered in 2014 (x)

Stemway prano — Distnibuted — Spouse

Undeveloped land in Latimer Co, OK

oil royalty from Mustang Fuel from line 17 — Rovalty

Wells Fargo accounts

Synetra Life Ins/Ins Prods Edge Pro 7 Annuity — None — Buy — Spouse

Fed. Inc. Sec Tr. Federated Cap Income IRA — None — Buy — Spouse

Lord Abbett Inv. Tr. Short Duration — None — Buy — Spouse

Member - executive board, Our Courts, Colorado

Agreement — 2003 — Pendleton, Friedberg, Wilson & Hennessey, P.C. - departed shareholder/director interest m P.C. - no control Agreement entered into 2003. No payment in 2014

Liability — Chase Bank — Credit Cards

Liability — Bank of America — Credit Card

Liability — Barclays Bank Delaware — Credit Card

Liability — Wells Fargo National Bank — Line of Credit

Liability — Capital One — Credit Card

Reimbursement — American Bankruptcy Institute — January 2013 — Colorado — Bar Conference — ution waiver

Reimbursement — National Conference of Bankruptcy Judges — April 2014 — Missouri — Professional Association mid-year meeting — transportation, lodging and food

Reimbursement — Nanonal Conference of Bankruptcy Judges — October 2014 — Ninos — Professional Association annual meeting — transportation, lodgmg and food

Reimbursement — Bankruptcy Judges — re TH — members of Congress and staff

Spouse's income — 14/4/14 — Wells Fargo Bank - partial beneficiary distribution from pin rust

Spouse's income — 714014 — Wells Fargo Bank - partial beneficiary distribution from fmm trust

Spouse's income — 82914 — Wells Fargo Bank - partial beneficiary distribution from pi trust

VILT I retirement account. Total investment in American Balanced Fund Inc. Class A. no transaction

VILS [000 became successor trustee of identified trust upon 100 death. Distributions to beneficiaries noted in lines VII, 9-11, Trust fully distributed in 2014

VIL6 Value taken from Gunnison County tux records ($61,600 for 2013)

VIL7-8 Proceeds deposited into Wells Fargo account and distributed as reflected in VIL9-11

VIL9-11 All monies in this account were distributed to Trust's beneficiaries from the Wells Fargo account on the dates shown, Trust account closed by end of

reporting period

VILI20 became representative of [0 death during reporting period.

VILI3 Proceeds from sale deposited in account noted on line VILI9

VI11.20-22 Value given for products were the investment price paid by 500

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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Michael E. Romero | Frix