William Paul Johnson

2007

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Pull out the substance of this filing.

What was filed

  • 34

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • Estate #1 remem ———————————————— oe
  • Great Southwest Council, Boy Scouts of America rr ——————t————— A ——————————————————— ees
  • American Express
  • Chaves County Bar Asssoc.
  • State of New Mexico, retirement pension
  • Self employed, consultant
  • credit card

As filed

Brokerage Acct/Wells Fargo

IBM com. stock — Int/Div — sale

GE com. stock — Int/Div — sale

Wells Fargo Bank — Interest

F&S Asset Management Group, Inc. (IRA custodian)

Apache Corp. com stock — Int/Div

Bank of Amer. com stock — Int/Div

Chevron Corp. com stock — Int/Div

Coca Cola com stock — Int/Div

Ebay com stock — None

Exxon Mobile com stock — Int/Div

Ford Motor Co. com stock — Int/Div

Freeport McMoran Inc. com stock (acquired Phelps Dodge) — Int/Div — acquisition

Phelps Dodge com. stock — Int/Div — acquisition

General Electric com stock — Int/Div

Intel com stock — Int/Div

Microsoft com stock — Int/Div

Peabody Ener. com. stock — Int/Div

Patriot Coal Corp. com. stock (spin off from Peabody Ener) — Distribution — acquisition

Pfizer Corp. com stock — Int/Div

Proctor & Gamble c.stock — Int/Div

US Bancorp com stock — Int/Div — buy

United Parcel Service com stock — Int/Div — buy

Touchstone Money Market Class S (TMSXX) — Int/Div

Ishares MSCI E.M.LF. (EEM) — Int/Div — sell

IShares TR MSC EAFE Index Fd. (EFA) — Int/Div

Streettracks Gold TR SHS (GLD) — Int/Div

Proshares TR Ultra S&P 500 (SSO) — Int/Div — buy

Custodial Account #1

American Cent. Select Fund — Int/Div

Custodial Account #2

American Cent, Select Fund — Int/Div

Custodial Account #3

Estate #1 (Conservatorship)

Conservator a, Estate #1 remem ———————————————— oe

Board Member imran eeeeteeme sem—————_S Sesame Sere em saree, Great Southwest Council, Boy Scouts of America rr ——————t————— A ——————————————————— ees

Agreement — 2007 — oo ha a NM State Employees Pension Fund; pension at age 64; no control —_—

Liability — American Express — Credit Card

Reimbursement — Chaves County Bar Asssoc. — Roswell, NM

Spouse's income — 2007 — State of New Mexico, retirement pension

Spouse's income — 2007 — Self employed, consultant

Spouse's income — Chase — credit card

Part I, Line 1: Court appointed Conservator for DE compensation.

Part VII. Investments and Trusts:

--Line 1: Brokerage account/Wells Fargo only has a small sum of cash, as all stocks in the account were sold during reporting period.

--Lines 13, 14: In March of 2007, Freeport-McMoRan Copper & Gold (FCX) acquired Phelps Dodge (PG) in an all cash and stock deal. Shares of FCX were

based on number of shares of PG owned in March of 2007.

--Line 19: In November of 2007, Peabody Energy Corporation (BTU) spun off Patriot Coal corp (PCX). Existing shareholders of Peabody received shares of

Patriot based on the number of shares of Peabody.

--Line 34: Conservatorship became effective 11/16/06 and continued through 2007. The assets of the Conservatorship are listed except for the Conservatee's

personal residence which is not listed because it is a personal residence encumbered by a note and secured by a mortgage.

--Line 35: Bank of America accounts consist of two checking accounts. The first account is for the Conservatee where the monthly pension check is deposited and

where the Conservatee's personal and household expenses are paid. The second account is the Conservatee's rental property account where rents are deposited and

rental expenses are paid.

--Lines 37, 38, and 39: Rental properties are located in Albuquerque, Bernalillo County, New Mexico.

--Line 40: Rental property is located in Rio Rancho, Sandoval County, New Mexico.

--Lines 39 and 40: Convervatorship was established as a result of elderly exploitation. Litigation was initiated to recover assets of Conservatee. In 2007, a

settlement was reached whereby the property identified in line 39 was sold and the net proceeds went to Conservatee which resulted in part in the addition of the

certificates of deposit referenced in line 36. As part of the settlement, the rental property listed in line 40 was transferred or conveyed to

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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