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.