Robert R. Beezer
2008
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What was filed
45
investments
0
positions
3
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Part VIII C1
- Part VIII C.2
- Part VIIIC.3
- 2008 Honorary membership**
As filed
Idearc — Int/Div
Iberdrola — Int/Div
Teradata — None
Coca Cola, Common — Int/Div
Venzon Communications, Common — Int/Div
AT&T, Inc. Common — Int/Div
Fortune Brands, Common — Int/Div
Exxon. Common — Int/Div
Ford Motor, Common — None
U.S. Treasury Bond 11-1/4 2015 — Interest
Proc. & Gamble, Common — Int/Div
Union Bank of Calif, Seattle — Interest
U.S. Treasury Bond 10-5/8 (2015) — Interest
Bank of America. Common — Int/Div
Puget Energy, Common — Int/Div
Edison Intemational, Common — Int/Div
Aegon, Common — Int/Div
Ft. Dearborn, Common — Int/Div
Tri Continental. Common — Int/Div — Part VIII C1
General Electric, Common — Int/Div
Dow Chemical, Common — Int/Div
Clorox, Common — Int/Div
Int. Paper, Common — Int/Div
IBM, Common — Int/Div
T. Rowe Price, New Era — Int/Div — Part VIII C1
T. Rowe Price, New Horizons — Int/Div — Part VIII C1
NL Industries, Common — Int/Div
Bank of America, Savings — Interest
U.S. Treasury Bond 9% (2018) — Interest
GreatNorthern Iron Ore Trust Certificate — Int/Div
Treasury Direct (No. 1) — Interest — Part VIII C.2
Treasury Direct (No. 2) — Interest — Part VIII C.2
Pioneer Natural Resources, Common — Int/Div
Starbucks, Common — None
US Bank. Seattle — Interest
Key Bank, Seattle — Interest
Washington Mutual Savings, Seattle — Interest
The Travelers — Int/Div
Comcast, Class A. Common — None
Treasury Direct No. 3 — Interest — Part VIII C.2
Kronos Worldwide — Int/Div
Acco Brands — None
LSI. Common — None
J.M. Smucker — Int/Div
Fairpoint Common — Int/Div — Part VIIIC.3
Gift — 2008 Honorary membership** — Seattle Tennis Club — $0.00
Gift — 2008 Honorary membership** — The Harbor Club, Seattle, WA — $0.00
Gift — 2008 Honorary membership** — The Rainier Club, Seattle, WA — $0.00
A. Explanation for Part I: Positions. Also, Part VII: Investments and Trusts
Robert R. Beezer is named as trustee under the terms of a last will and testament establishing Trust #1. During 2008, the trust received income in an amount of
Income Code E.
As of December 31, 2008, Trust #1 held assets as follows:
Item
Value Code
Shares of General Electric, Common
J
U.S. Treasury Bonds 10-5/8 due 2015
M
Shares of AT&T, Inc. Common
K
Checking account, Union Bank of California, Seattle, WA
K
Robert R. Beezer has no interest, present or future, in the income or assets of Trust #1
B. Explanation for Part V: Gifts
Honorary Membership - Harbor Club, Seattle, Washington - Value not less than $500; initiation fee paid before appointment as federal judge; membership
terminated on December 31, 2008 as required by law.
Honorary Membership - Rainier Club, Seattle, Washington - Value not less than $500; initiation fee paid before appointment as federal judge; membership
terminated on December 31, 2008 and replaced with a status requiring payment of monthly dues.
Seattle Tennis Club, Seattle, Washington - Honorary membership extended to all active members and their spouses upon an active member attaining 80 years of
age and who have been dues paying members for a specific number of years prior thereto. This membership has no specific monetary value other than payment of
active dues prior to attaining age 80. This membership has nothing to do with my duties as a judicial officer.
C. Explanation for Part VII: Investments and Trusts
.
1. Dividend reinvestments resulted in the the receipt of additional shares from the following firms during calendar year 2008 as follows:
Tri Continental Corporation
T. Rowe Price, New Era Fund
T. Rowe Price, New Horizon
2. All treasury bills were maintained in Legacy Treasury Direct, formerly known as "Treasury Direct," accounts and are reported in 2008 as a single entry.
During 2008, principal deposits were made to these accounts in the following amounts:
Account No. |
Value Code K
Account No. 2 Value Code K
Account No. 3 Value Code K
Incomes codes for Acount No. 1 and Account No. 2 reported in 2007 were switched but are correctly stated in this year's report.
3. On March 31, 2008, Verizon Communications issued (Ql Fairpoint Communications Inc. pursuant to a resolution approving a spinoff.
4. Account closed 7/08.
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.