# Joe L. Heaton > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/22480 ## Record - **Judge:** Joe L. Heaton - **Year:** 2009 - **Pages:** 8 ## Text Duke Energy common stock — Int/Div Spectra Energy common stock — Int/Div Xcel Energy common stock — Int/Div Oil & gas working interest — Royalty Smith Barney money fund (Citibank NA Bk Deposit Program) — Int/Div Investment Company of America — Int/Div Evuropacific Growth Fund — Int/Div Bank of Oklahoma accounts — None 323 East Mosier Lid Partnership ltd. pant interest — Rent Masterpiece Propertics LP - td. part. interes! — Rent Hollywood Shopping Center LLC, Norman, i OK — Rent West Oaks Rentals, gen. Part. Norman, OK office bldg. — Rent Norman Construction & Paving common stock — None DDB Limited Partnership, ltd. part. interest — Rent Growth Fund Amenca — Int/Div ING - USA Life Ins. Co. (formally Equitable of lowa) — Int/Div Individual Retirement Account #1 — Int/Div Amcap Fund Investment Company of America Smith Bamncy Money Funds - case portfolio - A Growth Fund of America Account EuroPacific Growth Fund — Buy Individual Retirement Account #2 — Int/Div Amcep Fund Investment Company of America Smith Bamey Moncy Funds - case portfolio - A Growth Fund of America EuroPacific Growth Fund — Buy Custodial Account #2 Smith Bamey money fund (Citibank NA Bank Deposit program) Bank of Oklahoma account Smith Bamey Large Cap Value Fund (now Legg Mason) — Sold Growth Fund of America — Sold (part) 323 East Mosicr LP, itd. part. interest Mecadowood II LP, itd. part. interest DDB Limited Part. ltd. part. int Masterpiece Properties LP, Id. part Interest Custodian, Custodial Account #2 Secrctary - Treasurer Agreement — N/A — Oklahoma Public Employees Retirement System - vested. Eligible at age 62 Reimbursement — oh VA hal SET EE — Ad Ww Wath 1. The value of the oil and gas working interest identified in Part Vil, linc 4, is bascd on average monthly income during the period x36 months. The wells arc located in Oklahoma (Folmar) and McClain (Lewis 1-11 and Mooney) Counties, Oklahoma. 2. As to the custodial account shown in Part VII, filer is the custodian or co-signer of the bank account and assets in brokerage account is custodian as to limited partnership interests. Valuations of publicly traded funds are based on costmarket; values of limited partnership interests are based on book value 3. The limited partnership interests indentified in Part VII, lines 10, 11, 12 and 16 also had interest or dividend income in addition to rental income (per K-1). The propertics generating rental income are in Cleveland County, OK. 4. Norman Builders Supply (line 15 in 2008 report) was liquidated in prior years, with no proceeds or gain as to the common stock interest by reason of the liquidation. 5. The aggregate ownership arrangement described as "Custodial Account No. 1" in 2008 and prior years has been deleted, a: is an adult and not a dependent. For trapsition purposes, the information for 2009, would have been an income code of D, value code of M, and transactions of partial salcs of Growth Fund of America (linc 35, 2008 report) on 05/26, 07/14, 09/08 and 11/17 with a value code of J and no entry in column D-4. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/22480. Public record. Not legal advice.