John Wheadon deGravelles

2020

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What was filed

  • 130

    investments

  • 7

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 3

    income

  • 0

    spouse income

Named parties

  • deGravelles Enterprises, LLC
  • deGravelles Family II, LLC
  • deGravelles Family III, LLC
  • Louisiana State University - Paul M. Hebert Law Center - See Section VIII
  • Tulane University Law School - See Section VIII
  • Due', Dodson and deGravelles d/b/a Sharlow Terrace II - See Section VIII
  • Dean Henry George McMahon Inn of Court
  • West Publishing Corporation - Book Royalties
  • deGravelles, Palmintier, Holthaus, Fruge' - Prior Fees Earned - See Part II Agreements
  • John Neale deGravelles Law, LLC - Prior Fees Earned - See Part II Agreements

As filed

Indiana Fin Auth Health Sys — Interest

Clark Cnty Nev Highway Impt Rev — Interest

deGravelles Enterprises, LLC - Wilkinson County, MS — None

deGravelles Family II, LLC - Baton Rouge, LA — Rent

deGravelles Family III, LLC - Wilkinson County, MS — None

Chase Cash Accounts — Interest

IRA #1 (H)

Morgan Stanley Cash Account — Interest

MS Pathway Emrg Market Equity Invest (TEMUX) — Dividend

MS Pathway International Equity Inv (TIEUX) — Dividend

MS Pathway Large Cap Eq Inv (TLGUX) — Dividend

MS Pathway Small MD Cap Eq Inv (TSGUX) — Dividend

Allianz Life Valuemark III Annuity (H)

AZL Emg Mkts Eq Index — None

Franklin Mutual Shares — None

Franklin Rising Dividends Secs — None

AZL MS Global Real Estate C1 — None — Sold

AZL Russell 1000 Growth IDX — None

AZL International Index — None

AZL Mid Cap Index Fund — None

AZL S&P 500 Index Fund — None — Buy

Lincoln American Legacy Design 2 Annuity (H)

American Fd International — None

American Fd Growth - Income — None

American Fd High Inc Bond — None

American Fd Growth — None

Prudential Annuity (H)

AST Loomis Sayles Large-Cap Growth — None

AST MFS Growth — None

AST T. Rowe Price Natural Resources — None

AST JP Morgan International Equity — None

AST Templeton Global Bond — None — Sold

NVIT Emerging Markets Fund — None

AST Goldman Sachs Mid Cap Growth — None

AST Global Bond — None — Buy

Eaton Vance Tax Managed Growth Fund — Dividend

Morgan Stanley Managed Bond Account #1 (H)

Morgan Stanley Money Market Account — Interest

California St Pub Wks Brd — Interest

New Hampshire St Tpk Sys Rev — Interest

Washington St for Issues — Interest

Boston Mass Wtr & Swr Comm — Interest

California St Genl Oblig Various — Interest

City of Chicago Chicago O'Hare Intl Airp — Interest

Delaware St General Oblig Ref-A — Interest

Minnesota St Var Purp Genl Oblig — Interest

North Tex Twy Auth Rev — Interest

Michigan Fin Auth Hosp Rev Ref — Interest

Iowa Fin Auth Health Facs Rev-E — Interest

Orlando Fla Utils Commn — Interest — Sold (part)

Harris Cnty Tex Rev — Interest

Houston Tex Arpt Sys — Interest

District Columbia Genl — Interest — Sold (part)

Utah Transit Auth Sales Tax — Interest

Wisconsin St Genl — Interest

Energy Northwest Wash Elec — Interest

Harris Cnty Tex Cultural Ed FAC — Interest

Ohio St Wtr Dev Auth Pollution Cnto — Interest — Sold

Louisiana St Grant Antic — Interest

East Baton Rouge LA SEW Comm — Interest

New York St Dorm Auth Sales Tax — Interest

Metro Transp NY Auth Dedicated — Interest

New York N Variable Monthly Genl — Interest

New Jersey St — None — Buy

Michigan St Trunk Line — Interest — Buy

University Tex Be — Interest — Buy

University Tex Be — Sold

Morgan Stanley Managed Bond Account #2 (H)

Morgan Stanley Cash Account — Interest

Atlanta GA ARPT Passenger FAC — Interest

Missouri Hghwys & Transpt Commfirst Lien — Interest

Garland Tex Indpt Sch Dist — Interest

State of Oregon Genl Oblig — Interest

Sales Tax Asset Receivable — Interest

New Jersey St Tpk Auth — Interest

Utility Debt Secur Auth — Interest — Sold

Oklahoma City Okla Wtr Utils — Interest — Sold

Tarrant Regl Wtr Dis Tex — Interest

California St Genl Obl — Interest

Massachusetts Wtr Res Auth — Interest

Metropolitan Transn Auth NY — Interest

Virginia College Bldg Auth VA EDL — Interest

Massachusetts St Transn Fd Rev — Interest

North Texas Twy Auth Rev — Interest

Texas A&M Univ Fin Sys — Interest

Florida St Board Ed Pub Ed Cap Outlay — Interest

Clark Cnty Nev Highway Impt — Interest

Ohio State Parks & Rec Cap — Interest

Triborough Bridge NY Tunnel Auth — Interest

Delaware Riv Port — Interest

Mississippi St Genl — Interest

Texas St Tax Antic — Interest — Sold

Hawaii St — Interest — Sold

East Baton Rouge LA Sew — Interest

Iowa St Spl Oblig — Interest

Colorado St Ed Ln Prog — None — Buy

Mass Sch Bldg Auth — Interest — Buy

New York NY City Transitional — None — Buy

Curators Univ Mo Sys — Interest — Buy

Morgan Stanley Managed Stock Account (H)

Morgan Stanley Cash Mgmt Account — Interest

MS PATHWAY EMRG MKT EQ INV (TEMUX) — Dividend — Sold (part)

MS PATHWAY EMRG MKT EQ INV (TEMUX) — Sold (part)

MS PATHWAY INTL EQ INVEST (TIEUX) — Dividend — Sold (part)

MS PATHWAY LG CP EQ INVEST (TLGUX) — Dividend — Sold (part)

MS PATHWAY LG CP EQ INVEST (TLGUX) — Sold (part)

MS PATHWAY LG CP EQ INVEST (TLGUX) — Sold (part)

MS PATHWAY LG CP EQ INVEST (TLGUX) — Sold (part)

MS PATHWAY LG CP EQ INVEST (TLGUX) — Sold (part)

MS PATHWAY LG CP EQ INVEST (TLGUX) — Sold (part)

MS PATHWAY LG CP EQ INVEST (TLGUX) — Sold (part)

MS PATHWAY LG CP EQ INVEST (TLGUX) — Sold (part)

MS PATHWAY LG CP EQ INVEST (TLGUX) — Sold (part)

MS PATHWAY LG CP EQ INVEST (TLGUX) — Sold (part)

MS PATHWAY SM CP EQ INVEST (TSGUX) — Dividend — Sold (part)

MS PATHWAY SM CP EQ INVEST (TSGUX) — Sold (part)

MS PATHWAY SM CP EQ INVEST (TSGUX) — Sold (part)

MS PATHWAY SM CP EQ INVEST (TSGUX) — Sold (part)

MS PATHWAY SM CP EQ INVEST (TSGUX) — Sold (part)

Morgan Stanley Cash Account #1 — Interest

Morgan Stanley Cash Account #2 — Interest

Jackson National Life Perspective Annuity (H)

JNL/MELLON CAPITAL S&P 500 IND — None

JNL/MELLON CAPITAL S&P 400 MC — None

JNL/MELLON CAPITAL INTL INDEX — None

JNL/MC EMG MKTS INDEX — None

JNL/MC S&P 1500 GRTH INDEX — None — Merged (with line 130)

JNL/MC S&P 1500 VAL INDEX — None — Merged (with line 129)

JNL/MC Dow Index — None

JNL/MC Nasdaq 100 Index — None

Member, deGravelles Enterprises, LLC

Member, deGravelles Family II, LLC

Member, deGravelles Family III, LLC

Adjunct Faculty, Louisiana State University - Paul M. Hebert Law Center - See Section VIII

Guest Lecturer, Tulane University Law School - See Section VIII

Partner, Due', Dodson and deGravelles d/b/a Sharlow Terrace II - See Section VIII

Past President & Counselor, Dean Henry George McMahon Inn of Court

Agreement — 7/23/2014 — John Neale deGravelles, LLC - See Part VIII for terms

Agreement — 12/20/2013 — deGravelles, Palmintier, Holthaus & Fruge' - See Part VIII for terms

Income — 2020 — West Publishing Corporation - Book Royalties — $2,450.77

Income — 2020 — deGravelles, Palmintier, Holthaus, Fruge' - Prior Fees Earned - See Part II Agreements — $93,818.26

Income — 2020 — John Neale deGravelles Law, LLC - Prior Fees Earned - See Part II Agreements — $3,173.66

Positions - Due, Dodson and deGravelles d/b/a Sharlow Terrace II was formed in 1982 and has been dissolved for 30+ years; however, the entity continues to

reflect an active status with the Louisiana Secretary of State's Office. The necessary steps are currently being taken to formally dissolve the Partnership.

Adjunct Faculty - John deGravelles continues his position as adjunct faculty with the Louisiana State University Paul M. Hebert Law Center; however, since

the start of the Covid-19 pandemic, no classes have been taught and as of the filing date, no future classes have been scheduled; therefore, no corresponding

agreement has been listed for the 2020 reporting period.

Guest Lecturer - John deGravelles continues his position as guest lecturer for the Tulane University Law School; however, since the start of the Covid-19

pandemic, no classes have been taught and as of the filing date, no future classes have been scheduled; therefore, no corresponding agreement has been listed for

the 2020 reporting period.

Agreements - Additional Information:

John Neale deGravelles Law, LLC - The terms of the agreement are for a fixed and determinable amount (subject to showing the amount received is rationally

based upon the services rendered by John W. deGravelles or, if said amount is not so rationally based, then the maximum amount which is so rationally based)

to be paid to John W. deGravelles for fees related to specific cases for which legal services were rendered prior to appointment to the bench should fees and/or

advanced costs payments related to these cases be received by the firm of John Neale deGravelles Law, LLC.

deGravelles, Palmintier, Holthaus & Fruge' - The terms of the agreement are for a fixed calculation of fees (subject to showing the amount received is rationally

based upon the services rendered by John W. deGravelles or, if said amount is not so rationally based, then the maximum amount which is so rationally based) to

be paid to John W. deGravelles for legal services rendered in specific cases prior to his appointment to the bench should fees related to these cases be received by

deGravelles, Palmintier, Holthaus & Fruge'. The portion of fees that would be received by deGravelles, Palmintier, Holthaus & Fruge' and result in payment to

John W. deGravelles is based upon an agreement dated April 20, 2010 between deGravelles, Palmintier, Holthaus & Fruge', Dodson, Hooks & Frederick, APLC

and Walters, Papillion, Thomas, Cullens, LLC for the same specifc cases for which legal services were rendered prior to appointment to the bench and contains

a fixed calculation of fees to be received by each group listed should fees be collected related to those cases. Any prior fees earned for cases handled directly by

Michael C. Palmintier under this agreement are paid directly from Michael C. Palmintier, APLC.

Part VII -

Line 2 - Appraisal Dated - 9/3/2012

Line 3 - Appraisal Dated - 1/10/2014

The value of the annuities listed on lines 11 - 33 and lines 122 - 130 increase and decrease based on changes in market value.

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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John Wheadon deGravelles | Frix