Terry R. Means
2008
Ask Donna
Pull out the substance of this filing.
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.