Bruce T. Beesley
2011Annual
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What was filed
60
investments
1
positions
0
gifts
3
agreements
1
debts
0
reimbursements
2
income
0
spouse income
Named parties
- American Bankruptcy Institute
- Wells Fargo Personal Line of Credit
- Lewis and Roca, LLP Partnership Eamings for the fiscal year ended May 31. 2011 (See note m Part VID
- Lewis and Roca, LLP Partmership - Former partmer payments consisting of capital account balance (See note in Part VIII)
As filed
Retirement Account-no control — Int/Div
Greater Nevada Credit Union — Int/Div
MassMutual Life Insurance Cash Value — Int/Div — Redeemed
Morgan Stanley Smith Bamey-Cash equivalent (Y)
Wells Fargo cash equivalent accounts — Interest
Morgan Stanley Smith Bamey-Cash equivalent (Y)
Wells Fargo cash equivalent accounts (Y)
Estate #1(Y)
Residential real estate, Klamath Falls, OR yr
2002 Ford Taurus (Y)
Miscellaneous Antiques {Y)
U.S. Bank accounts - cash (Y)
Estate 22(Y)
2002 Ford Taurus (Y)
Miscellaneous Antigues {Y)
Money market account - cash (Y)
Lewis and Roca, LLP 401k & Profit Sharing Plan-no control Y)
Lewis and Roca, LLP Pension Plan-no control (Y)
Lewis and Roca, LLP Withdrawal Payments Estimated Receivable — None
Morgan Stanley Smith Bamey IRA (Y)
Cash(Y)
International Game Technology (Y)
Market Vectors Gold Miners ETF TR (Y)
Vanguard Total Stock Mkt ETF (Y)
General Electric CAp Corp (Y)
Wells Fargo Investments IRA — Int/Div
Intermational Game Technology (Y)
Market Vectors ETF Tr Gold Miners Fund (Y)
Vanguard Total Stock Market ETF (Y)
Wells Fargo Cash Sweep
General Electric Cap Corp Med Term Note (Y)
Wells Fargo Bank Emerging Mkts Bskt
Wells Fargo Bank S&P S00 LKND MLCD
Wells Fargo Bank NA Diver Equity Bskt MLCD
Wells Fargo BAnk NA Rogers Intl CMDTY IDX CD
Morgan Stanley Smith Bamey IRA (Y)
Cash(Y)
Vanguard Total Stock Mkt ETF (Y)
Wells Fargo Investments IRA — Int/Div
Wells Fargo Cash Sweep
Vanguard Total Stock (Y)
Wells Fargo Bank Emerging Mkts Bskt
Wells Fargo Bank S&P S00 LKND MLCD
Wells Fargo Bank NA Diver Equity Bskt MLCD
Wells Fargo BAuk NA Rogers Intl CMDTY IDX CD
Wells Fargo Bank Deposit Sweep-Cash — Interest
Wendys Arbys Group Inc — Int/Div
Franklin Templeton LTD Duration Income Tr — Int/Div
Wells Fargo Cash Sweep-Cash — Interest
Alcatel Lucent (Y)
AT&T Inc(Y)
Comcast Corp Class A New (Y)
LSIComp(Y)
NCR Corp New (Y)
Southwest Gas Corp (Y)
Teradata Corp Del (Y)
Vanguard Total Stock Market ETF (Y)
Wells Fargo Checking and Savings — Interest
Wells Fargo Cash Deposit — Interest
Stock (See Part VII explanation) — None
Judicl Chair of the Southwest Bankruptcy Conference Advisory Board, American Bankruptcy Institute
Agreement — 2008 — Lewis and Roca LLP 401k) and Profit Sharing Plan with former law firm, no control - rolled over entire plan assets to current employer plan during 2011
Agreement — 2008 — Lewis and Roca LLP Pension Plan with former law firm, no control -rolled entire plan assets to current employer plan during 2011
Agreement — 2008 — Lewis and Roca LLP Partership Agreement with former law firm, withdrew from the partership on December 3, 2010
Liability — Wells Fargo Personal Line of Credit — Line of Credit
Income — 2011 — Lewis and Roca, LLP Partnership Eamings for the fiscal year ended May 31. 2011 (See note m Part VID — $167.481.00
Income — 2011 — Lewis and Roca, LLP Partmership - Former partmer payments consisting of capital account balance (See note in Part VIII) — S16.102.00
Part 111-A, Line I: The Lewis and Roca, LLP earnings are calculated on a fiscal year ending in May. The income reported on this line is the income reported by
the LLP for the fiscal year ended May 31, 2011, but all of this income was earned by the partner during the period from June 1, 2010 to December 31, 2010. The
cash distributions for earnings from Lewis and Roca, LLP during 2011 were $72,599. This amount includes earnings of $34,764 for the period from June 1, 2009
to May 31, 2010, and earnings of $37,835 for the period from June 1, 2010 to May 31, 2011. No additional distributions of earnings are due to the partner after
2011.
Part 111-A, Line 2: The $16,102 of capital distributions includes $2,500 as payment for office furniture left with the LLP. This amount also includes the final
distribution of capital to the partner. No additional capital payments are due from the LLP after 2011,
Part V1I-Line 60: This asset mistakenly omitted from the 2010 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.