Robert A. Junell
2005
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Pull out the substance of this filing.
What was filed
46
investments
0
positions
0
gifts
1
agreements
0
debts
1
reimbursements
1
income
0
spouse income
Named parties
- Note in Part VII
- Note in Part VIII
- to heirs Estate 2
- of Livestock
- note in Part VIII
- to Wells Fargo CD
- note in Part VII
- Rebecca Phy & Rachel Baring
- State of Texas Retirement
As filed
Wells Fargo Bank (Account) Estate 1 — Interest — Note in Part VII
Estate 2 — Distribution — Note in Part VIII
Insurance Policy (General American Life) — Proceeds
Insurance Policy (Pan American Life) — Proceeds
ExxonMobile — Int/Div — Distributed
ConEdison — Int/Div — Sell — to heirs Estate 2
Oklahoma Gas & Electric — Int/Div — Sell — to heirs Estate 2
Royalty Interest in Aspen Corp — Int/Div
Royalty Interest in Moriam Corp. — Int/Div
Royalty Interest in McClymond Corp. — Int/Div — Sell — to heirs Estate 2
Royalty Interest in North Ridge Corp. — Int/Div — Sell — to heirs Estate 2
Royalty Interest in Lowrance, Inc — Int/Div
Farm - Collinsworth County, TX — Rent
Farm - Tom Green County, TX — Rent — Sell — of Livestock
IRA - UBS — Interest
Chattanooga Valley Corp.
TINT Treasury
Cert. Accrual Treasury
Money Market Fund - UBS
Wells Fargo Bank (Accounts) CD — Interest
Executive Life Insurance — None — note in Part VIII
SEP-Smithbarney — Int/Div — Buy
Exxon
Wells Fargo Bank (Account) Estate — Interest — Note in Part VIII
Estate 2 — Distribution — Note in Part VIII
Insurance Policy (General American Life) — Proceeds
Insurance Policy (Pan American Life) — Proceeds
ExxonMobile — Int/Div — Distributed
ConEdison — Int/Div — Sell — to heirs Estate 2
Royalty Interest in Aspen Corp. — Int/Div
Royalty Interest in Moriam Corp. — Int/Div
Royalty Interest in McClymond Corp. — Int/Div — Sell — to heirs Estate 2
Royalty Interest in North Ridge Corp. — Int/Div — Sell — to heirs Estate 2
Royalty Interest in Lowrance, Inc — Int/Div
Farm - Collinsworth County, TX — Rent
Farm - Tom Green County, TX — Rent — Sell — of Livestock
IRA - UBS — Interest
Chattanooga Valley Corp.
Cert. Accrual Treasury
Money Market Fund
Money Market Account - UBS — Interest — Transferred — to Wells Fargo CD
First National Bank of Mertzon (Accounts) — Interest
Wells Fargo Bank (Accounts) CD — Interest
Executive Life Insurance — None — note in Part VII
SEP-Smithbamey — Buy
Exxon
Agreement — 1.1989 — lal ~N State of Texas Retirement Plan oO
Reimbursement — Rebecca Phy & Rachel Baring — Ranch Land, Tom Green County, Texas
Income — 2005 — State of Texas Retirement — $ 29692
Part VI "Liabilities" Line 1 - The liability is to these two individuals from whom the Judge purchased the land (not a bank). Payments are made directly to them.
Judge's share of the proceeds continue to remain in Wells Fargo.
Part VII "Investments and Trusts" Line 1 - Judge Junell became the executor of [ estate upon fH 2003. The estate has been distributed and the
Part VII "Investments and Trusts" Line 2 - Judge Junell became the Executor o
fi
estate upon
n October, 2004. The total amount of the estate
was approximately $212,840. He has distributed all but $2,100.00
he estate was divided by three (3) an
-
-
e value of the Judge's portion was approximately
$70,243 (this included one-third of the Exxon stock inherited from
-
Part VII "Investments and Trusts" Line 23 - The amount received was the result of a settlement of a law suit in the 1980's while Judge Junell was an attomey. The
amount will be distributed over four (4) years and is a fixed-amount.
**Part VII "Investments and Trusts” (on 2004 Financial Disclosure Report) Line 22 - The line was inadvertently left in the 2004 report. It was redeemed on
:
11/17/03.
i
**Part VII "Investments and Trusts’
4 (on2004 Financial Disclousre Report) Line 23 - The line was inadvertently left in the 2004 report. It was redeemed on
8/23/03.
lA A
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.