Ask Donna

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

  • 0

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • The Fort Worth Club
  • The City Club (Fort Worth, TX)
  • Shannon, Gracey, Ratliff & Miller--camings as "of counsel”

As filed

Corsicana Nat'l Bank, Corsicana, Texas (accounts) — Interest

1/2 interest in 16-unit apt. bldg, (1985)($250,000) — Rent

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 — Int/Div

Microsoft common stock — Int/Div

Home Depot common stock — Int/Div

Bxxon/Mobil Coip. common stock — Int/Div

Wal-Mart common stock — Int/Div

ABA Members Rerement Plan

Large Cap Growth Equity Fund (x)(see Part VIII) — Int/Div

Index Equity Fund (x) (see Part VIII) — Int/Div

Corsicana Bankshares common stock (#13 last year) — Int/Div

T~camentary trust: Win GA (#14 last yr.)

Means, Inc. common stock (#15 last vear) — None

Testar-entary tru: QE ry last year)

Mineral rights, parcel 1, Lea Co., NM (#17 last year) — Royalty

Mineral rights, Will, Lea Co., NM (#18 last vear) - — Royalty

Mineral interest, M. Hunt Surv. Freestone Co., TX (x) — Royalty

Royalty interest, Laura Bingham, Gregg Co., TX (x) — Royalty

Mineral int., Blk. 31 § 7/T&P RR TIN sur., Howard Co., TX (x) — Royalty

Royalty interest, Bailey gas unit, Pecos Co., TX (x) — Royalty

Overriding royalty, Kathleen Moore "A" Pecos Co. TX (x) — Royalty

Overriding royalty, Navarro Co., TX (#19 last year) — Royalty

Overriding royalty, B.H. Grube, Ward Co., TX (xX) — Royalty

Royalty int, Howe! (iii W#1 Ward Co.. TX (#21 last vr) — Royalty

Royalty int., Hawkms Fld. UN TR Wood Co., TX (x) — Royalty

Royalty int. Hawkins Fld. UN TR - ‘Ward Co., TX (x) — Royalty

Royalty int., Hawks Fld. UN TR (gy, Wood Co., TX (x) — Royalty

2nyalty int., Hawkins Fld. UN TR (gill) Wood Co., TX (x) — Royalty

Royalty int., MV. Herbst, Zapata Co. TX (x) — Royalty

Royalty int., R., Vidanmi Zapata Co. TX (#22 last year) — Royalty

Roy int., St gas unit: i, Zapata Co., TX (#23 last vr) — Royalty

Lewis Means Inc. (#24 last year)

Baron Small Cap Mutual Fund (x) — Int/Div — Bought

Fidelity Floating Rate High Income Mut. Fund (X) — Int/Div — Bought

First Eagle Global mutual fund (#28 last year) — Int/Div

Fpa New Income mutual fund (x) — Int/Div — Bought

Julius Baer Int] Equity mutual fund (x) — Int/Div — Bought

Loomis Sayles Global Bond Retail mmtual fund (#26 last yr) — Int/Div

Muhlenkamp Fund mutual fund (x) — Int/Div — Bought

Pimco Foreign Bond Fund mut. fund (x) — Int/Div — Bought

Selected Amencan shares mut. find (#27 last year) — Int/Div

The Growth Fund of Am mut. fd. (#29 last year) — Int/Div

General Motors Acceptance Cozp bonds (x) — Interest — Bought

West Gate Bank Neb. Cert. Dep. (X) — Interest — Bought

Real estate, Navarro Co., TX (#30 last year) — None

Northwestem Mutual "Whole Life" (#31 last year) — Int/Div

Northwestemutual "65 Life" (#33 last year) [SN — Int/Div

Gift — The Fort Worth Club — Honorary membership -- (dues)

Reimbursement — The City Club (Fort Worth, TX) — Honorary membership (dues)

Spouse's income — 2005 — Shannon, Gracey, Ratliff & Miller--camings as "of counsel”

Line 1 of Part VI: The liability listed here on the 2004 and prior reports has been paid off.

Line 2 of Part VII: This property is located in Corsicana, Texas.

Lines 12-14 of Part VII: The ABA Members Retirement Plan, previously reported without elaboration, now is reported with its mutual stock funds components.

Line 53 of Part VII: Filer bought a new home and converted his former home into rental property.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.