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Pull out the substance of this filing.

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

What was filed

  • 50

    investments

  • 3

    positions

  • 2

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Testamentary trust
  • Lewis Means, Inc. Iliill-owned, closely held corporation)
  • The Fort Worth Club
  • The City Club (Fort Worth, TX)
  • Shannon, Gracey, Ratliff & Miller--earnings as "of counsel”
  • Lewis Means, Inc.--salary

As filed

Corsicana National Bank, Corsicana, Texas (accounts) — Interest

1/2 interest in apt bldg (1985)(5250,000) Corsicana, TX — Rent

IRA#]

Chevron Corp. New common stock — Int/Div

Prime Fund-Capital Res. class (money market) — Interest

3M Co. common stock — Int/Div

Tyco Int'l common stock (see VIII)

Covidien Limited common stock — Int/Div — Sold

Tyco Int'l Ltd. Bermuda common stock — Int/Div — Sold

Tyco Electronics Ltd. common stock — Int/Div — Sold

Microsoft common stock — Int/Div

Home Depot common stock — Int/Div

Exxon/Mobil Corp. common stock — Int/Div

Wal-Mart common stock — Int/Div

JP Morgan Chase common stock — Int/Div — Buy

ING Employer's 401(k) Plan (#18) (see VIII)

ING Int SmCp Multi-Mgr-A (#19) — Interest

Corsicana Bankshares common stock (#20) — Int/Div

trust EEN (7

Lewis Means, Inc., common stock (#22) — Int/Div

trust of filer’ {ill NE WEE amd (#23)

Min1 rights, parcel 1, Lea Co., NM (1992 appr.) (#24) — None

Min'l rights, parcel 2, Lea Co., NM (1992 appr.) (#25) — None

Royalty, Anderson Co, TX: Lewis sur (#26) 0's)

Royalty, Freestone Co, TX: Lamarsur ($10 20)(#27) — Royalty

Min'lint., Freestone Co, TX : M Hunt sur ($42,880) (#28) — Royalty

Royalty, Gregg Co, TX: L. Bingham, (§17 00) (#29) — Royalty

Royalty, Howard Co, TX: T & P TIN sur ($1670)(#30) — Royalty

Real est, Navarro Co, TX: 6 prcls (see VIII) ($434.650)(#31) — None

Royalty, Pecos Co, TX: Bailey gas unit (#3 3) (agg $2400) : — Royalty

Oriding roy, Pecos Co, TX: K. Moore "A" (34790) (#34) : — Royalty

Royalty, Pecos Co, TX: M7600, 7650 Pecos Val. 34 ($5260)(X) — Royalty

O'riding roy, Ward Co, TX: BH Grube (agg $1610)(#35) — Royalty

O'riding roy, Ward Co, TX: Howe gas #4 (agg $19,530)(#36) — Royalty

Royalty, Wood Co, TX: Hawkins B3-27 (# 37) ($3640) - — Royalty

O'riding roy, Wood Co, TX: Hawkins ( ml) ($10,790)(X) — Royalty

Royalty, Wood Co, TX: Hawkins jm) (# 38) ($5990) — Royalty

Royalty, Wood Co, TX: Hawkins lll) (# 39) ($2410) — Royalty

Royalty, Zapata Co, TX: MV Herbst (#41) ($12,300) — Royalty

Royalty, Zapata Co, TX: MV Herbst-A- (X) ($1160) — Royalty

Royalty, Zapata Co, TX: Vidaurri-Mart G U#1 (agg $3010)(X) — Royalty

Royalty., Zapata Co, TX: Vidaurri #79550 (852,730) (#42) — Royalty

Royalty, Zapata Co, TX: St. gas #T9563(agg $13,880) (#43) — Royalty

Lewis Means Inc. (#44)

Countrywide Bank, N.A. (#53) — Interest — Closed

Weatherford NB, Weatherford, TX (#55) — None

Northwestern Mutual "Whole Life" (#56) — Int/Div

Northwestern Mutual "65 Life" (#57) — Int/Div

Penn Mutual "Whole Life" (#58) — Int/Div

PrimeVest Fin. Serv., St. Cloud, MN — Interest — Open

Substitute Trustee, Testamentary trust

Trustee, Testamentary trust

President, director, Lewis Means, Inc. Iliill-owned, closely held corporation)

Gift — The Fort Worth Club — Honorary membership -- (dues) (before 10-13-08) — $1,500

Gift — The City Club (Fort Worth, TX) — Honorary membership -- (dues) (before 10-13-08) — $1,800

Spouse's income — 2008 — Shannon, Gracey, Ratliff & Miller--earnings as "of counsel”

Spouse's income — 2008 — Lewis Means, Inc.--salary

Line 7 of Part VII: Tyco International Limited New ISIN, through a reverse split, caused the surrender in 2007 of its shares in exchange for shares of Covidien

Limited, Tyco Electronics Limited, and Tyco Intemational Limited Bermuda. So Tyco Int'l was not actually held during 2008 but is included here for context.

Lines 16 through 59 of Part VII: Almost all have a number sign and a number in parenthesees (e.g., (#37)) that indicate on what line this entry may be found in the

2007 report.

Line 16 of Part VII: The employer of filer'sgiijii rolled the ABA Members Retirement Plant (line 15, previous report) over to the ING Employer's 401(k) Plan.

Line 29 of Part VII: There are 6, not 7, adjacent parcels comprising this farm in Navarro County, Texas, as was misstated on previous reports.

Generally in Part VII: The term "agg" represents an aggregate amount. This is made necessary by the county records’ containing listings for separate fractional

ownership interests in the same royalty because those interests were acquired at different times.

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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