Charles F Lettow

What was filed

91
investments
3
positions
0
gifts
3
agreements
2
debts
0
reimbursements
1
income
0
spouse income

Named parties

Part VII
Busy Way Farms, Inc. (Subchapter S farm entity wholly owned by family members; position is not compensated
Homestead parmership (small farm entity wholly owned by family members; position is not compensdated
Farmly trust {position 1s not compensated)
Morgan Stanley
Cleary, Gottlieb, Steen & Hamilton (retirement annunity)

As filed

12. — Int/Div

H)IRA 21

Morgan Stanley Bank — Interest

BBT — Int/Div

BBT — Int/Div — Sold (part)

BBT — Sold (part)

BBT — Int/Div — Sold (part)

BBT — Sold (part)

INGR — Int/Div — Sold (part)

INGR — Sold (part)

INGR — Sold

PKG — Int/Div

PX (merged into LIN) — Int/Div — Sold (part)

PX (merged into LIN) — Sold (part)

PX (merged into LIN) — with line 23) — Part VII

PX (merged into LIN) — Int/Div — Sold (part)

PX (merged into LIN) — Sold (part)

LIN (formerly PX) — Int/Div — Sold (part) — Part VII

H) Brokerage Act. #1

Morgan Stanley Bank — Interest

BBT — Int/Div

BPT — Rovalty

1 — Int/Div

1 — Int/Div — Sold (part)

LIN (formerly PX) — Int/Div — Sold (part) — Part VII

PKG — Int/Div

PKG — Int/Div — Sold (part)

QFEP — None — Sold

COF — Int/Div

SIM — Int/Div

PX (merged into LIN) — Int/Div — with me 3M) — Part VII

H) Trust 21

Morgan Stanley Bank — Interest

MMM (3M) — Int/Div — Sold (part)

BBT — Int/Div

COF — Int/Div

COF — Int/Div — Sold (part)

LIN {formerly PX) — Int/Div — Sold (part) — Part VII

MDT — Int/Div

PKG — Int/Div

PKG — Int/Div — Sold (part)

PX (Merged into LIN) — Int/Div — with line 44) — Part VII

SIM — Int/Div

WFC — Int/Div

WFC — None — Sold

LNT — Int/Div

BPT — Rovalty

XOM — Int/Div

KMI — None — Part VII

Stoneham Partners — None — Part VII

Vorbeck Matenals pfd. stock — None — Part VII

Vorbeck Materials bridge loan — None — Buy — Part VII

Vorbeck Materials bridge loan — Buy — Part VII

USAA Money Mkt. Fund — Int/Div

Thnvent Whole Life — Distribution

USAA Whole Life) — Distribution

USAA Whole Life 2 — Distribution

Pacific Life Variable (Fixed LT Account) — Distribution

USAA Subsc. Sav. Act. — Distribution

Busy Way Farms — Int/Div

B&T Bank Act — None

Homestead Partnership — Distribution

Stoneham Partners — Interest

Vorbeck Materials pfd. stock — None

Vorbeck Materials bridge loan — None — Buy

Vorbeck Materials bridge loan — Buy

President and Director, Busy Way Farms, Inc. (Subchapter S farm entity wholly owned by family members; position is not compensated

Partner, Homestead parmership (small farm entity wholly owned by family members; position is not compensdated

Trustee, Farmly trust {position 1s not compensated)

Agreement — 11993 — Cleary, Gottlich, Steen & Hamilton retirement plan with former law firm, no control

Agreement — 2 — (NOTE: An opinion from the Commuttee on Codes of Conduct dated June 12, 2003, considers that receipt of the retirement annuity provided under this plan accords

Agreement — with the Code of Conduct for United States Judges.)

Liability — Morgan Stanley — Portfolio Loan Account

Income — 2018 — Cleary, Gottlieb, Steen & Hamilton (retirement annunity) — S693 99%.00

Regarding lines 56, 57, 58, and 59, appraisals for estate purposes were made in late 2016, as of June 12, 2016, There have been no material changes in the

pertinent assets since then, except for the cash purchases listed for lines 58 and 59,

Regarding line 55, a sale of KMI stock on 12/14/17 (reported for the 2017 year) actually disposed of all of the holdings in that eatity.

Regarding lines 18, 23, 30, 36, 44, and 48, the merger of PX into LIN, a German company, was a stock-for-stock exchange. Nonetheless, the exchange was not tax

free. The Internal Revenue Service required that gain in value of the LIN stock received over the cost basis in the PX stock exchanged be recognized, but losses

were not recognized. Thus, gain codes appear in column D.4,