Elizabeth L Perris

2013Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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