Lawrence O Anderson
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
18
investments
0
positions
0
gifts
0
agreements
0
debts
2
reimbursements
1
income
1
spouse income
Named parties
- Mohave County Superior Court
- Elected Officials Retirement Plan (State of Anizona)
- Manicopa County, Salary
As filed
Stifel, Nicolaus & Co, see dashed items for assets included
American Express Centurion Money Mkt
Capital World Growth & Income Fund — Sold (part)
Furo Pacific Growth Fund — Sold (part)
Fundamental Invrs Inc — Sold (part)
Growth Fund of America — Sold (part)
Investment Co America — Sold (part)
New Perspective CL A — Sold (part)
American Mutual Funds: Investment Co Amenca — Int/Div
American Mutual Funds: New Perspective Fund — Int/Div
American Mutual Funds: Small Cap World Fund — Int/Div
American Mutual Funds: Washington Mutual Investors Fund — Int/Div
American Mutual Funds: Capital World Growth & Income Fund — Int/Div
American Mutual Funds: Euro Pacific Growth Fund — Int/Div
American Mutual Funds: Fundamental Investors Fund — Ine
American Mutual Funds: Growth Fund Amer Inc. — Int/Div
Farmers Insurance Co., whole life cash surrender value — None
U.S. Treasury Strips: See VIII explanation
Reimbursement — Orleans, La. — judges assigned to Cradle 2 Crayons
Reimbursement — Mohave County Superior Court — October 28, 2012 — Lake Havasu, AZ — Infant/toddler mental health team symposium — Transportation and food
Income — 2012 — Elected Officials Retirement Plan (State of Anizona) — $21363.00
Spouse's income — 2012 — Manicopa County, Salary
1. In Part VIL 1 listed
life and its suvender value (K) at the end of 2012.
whole life insurance policy on
2. In Part VII, Column (BN2), "sale," which is not an option to list under your computer program, is income or loss from the full disposition of the asset.
3. In Part VII, "Buy” lines were deleted because they were dividends reinvested, and are not required to be disclosed.
4. In Part VII, line 18, these complete sales were inadvertently omitted from my 2011 Disclosure Report. Total sules proceeds (Column D(3)): 1/3/11, Code K;
3/23/11 Code J; 3/23/11 Code K: and Code J.
Because of the complexity of correctly identifying all the assets and transactions in my IRA Rollover, which | owned before | became a federal judge in 1998 and
is totally managed by Stifel, Nicolaus & Co., I met with my CPA accountant to assist
me in properly filling out my amended 2012 Disclosure
Report. | hope it meets with your approval.
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.