Elizabeth L Perris
2013Annual
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What was filed
52
investments
0
positions
0
gifts
0
agreements
0
debts
3
reimbursements
1
income
1
spouse income
Named parties
- Part VII
- Foundation
- American Law Institute
- Oregon State Bar
- American Bankruptcy Insitute/St. John's Law School
- West Services - Book Royalty
- Self employed audiologist (retired October , 2013)
As filed
IRA Account — Int/Div
LS Bonds
Teco Stock
Vanguard Windsor [1 Mutual Fund — Part VII
Spectra Energy Stock
Money Market Funds (Schwab Cash Reserves) — Part VII
Vanguard S & P S00 Fund — istrnibution — Part VII
Bristol Meyers Squibb Stock — Int/Div
Harbor International Fund (X) — Distribution — Sold (part) — Foundation
US. Savings Bonds (X) — Interest
172 Interest - Condominium, Otter Rock, Oregon (X) — Rent
Baron Asset Fund Shares — Distribution
NASDAQ 100 Suxck — Int/Div
i Shares-Russell 2000 (X) — Int/Div
Key Bank Accounts (CD/checking) (X) — Interest
On Point FCU (CD/checking) (X) — Interest
iShares - Emerging Markets — Int/Div
IRA 22 -On Point CD — Interest
Condominium, Portland, Oregon (X) — Reat — Part VII
Or Vet Welfare Due 2041 — Interest
Schwab Cash Dep — Interest
Schwab 1000 SNXFX (X) — Int/Div
Vanguard International Growth VWIGX (X) — Int/Div
Schwab Cash Deposits (X) — Interest
Vodofone VOD (X) — Int/Div
Verizon VZ (X) — Int/Div
Gugenheim Multi Asset CVY (X) — Int/Div
Wisdomtree Global Real Estate Ex US DRW (X) — Int/Div
i shares Sel Div DVY (X) — Int/Div
1 shares Biotech IBB (X) — Int/Div
shares US Industrials 1YJ (X) — Int/Div
i shares US Basic Materials IYM (X) — Int/Div
i shares US Preferred PFF (X) — Int/Div
Lehman Bros. Holdings 7.2 8409 bonds bankruptcy (X) — None — Sold (part) — Part VII
Powershares Intl Div PID (X) — Int/Div
S&P SOOSPY (X) — Int/Div
Vanguard Consumer Discretionary VCR (X) — Int/Div
Vanguard Consumer Staples VDC (X) — Int/Div
Vanguard Energy VDE (X) — Int/Div
Vanguard Information Technology VGT (X) — Int/Div
Vanguard Healthcare VHT (X) — Int/Div
Vanguard REIT VNQ (X) — Int/Div
Vanguard Telecommunicatioin VOX (X) — Int/Div
Vanguard Utilities VPU (X) — Int/Div
i sharees Developed Ex-US Properties WPS xH — Int/Div
Davis Fimancial C1 C DFFCX (X) — Distribution — Part VII
Templeton Global Bond C1 C TEGBX (X) — Int/Div — Part VII
GNMA 7.5%, maturing in 26 (X) — Interest
GNMA 7.5%, maturing in 27 (X) — Interest
50,000 BA CD Matures 1/15(X) — Interest
Wells Fargo Accounts (checking/savings) (xX) — Interest
Receivable due from Lovejoy Audiology LLC (X) — Interest — Part VII
Reimbursement — American Law Institute — 424/13 -426/13 — Philadelphia, PA — Semmar — Hotel, trunsportation, meals
Reimbursement — Oregon State Bar — 9/2713 - 9/29/13 — Salishin, OR — Sermnar — Transportation, meals and hotel
Reimbursement — American Bankruptcy Insitute/St. John's Law School — 121113 -12/13/13 — New York, NY — Seminar — Hotel, transportation and meals
Income — 2013 — West Services - Book Royalty — $581.00
Spouse's income — 2013 — Self employed audiologist (retired October , 2013)
Lines 4, 7, 46 & 47. Distributions from Vanguard Windsor Il Mutual Fund (line 4) , Vanguard S & P 500 Fund (line 7 ), Davis Financial (line 46) and Templeton
Global Bond (line 47) include capital gains and dividends, We reinvested the distributions in these funds,
Line 6. Schwab Cash Reserves is a money market fund. 1 reinvest the distributions, In addition, I regularly deposit stock dividends, asset liquidation proceeds,
and mntereest income in the account. The dividends and interest deposits are small. Only transactions in excess of $1,000 within the pertinent account are
separately reported.
Line 11. Our 1/2 interest in the condominium at Otter Rock, Oregon, the net rents are after payment of expenses, Our share of the rents without reduction of
expenses would be Code D. Half interest in condominium purchased in August 1994 for $55,000,
Line 19. Codominium at Portland, Oregon, the net rents are after payment of expenses. The rents without reduction of expenses would be Code D. Condominium
purchased in April 2010 for $471,000 from the Estate of [MMMM - Rental ended February 28, 2013. [
and is no longer included in report.
Lines 9-11,14-16, 19 & 22-52. On June 26, 2013, the U.S. Supreme Court ruled that Section 3 of the Defense of Marriage Act is unconstitutional. My spouse and
| married earlier, but | did not report her assets because the federal law did not recognize us as married. As a result of the decision, | began reporting my spouse's
assets and income, effective June 26, 2013,
Line 52. Valuation method - using balance due on transaction. Sole proprietorship sold to Lovejoy Audiology LLC on September 30, 2013, and that created the
receivable. Income prior to sale reflected in Part 111 B.
Lines 9-11, 14-16. These items appeared on my prior report. | added an "(X)" following thse items because this year | added my spouse's mterest in these items
and changed values where appropriate,
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.