Letitia Z Paul

2016Final

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Pull out the substance of this filing.

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

What was filed

  • 236

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Part VII
  • Note in Part VII
  • Note mn Part VII
  • Trust No.
  • Trust No. 4
  • Trust No. §
  • Trust No. 6
  • Trust No. 7

As filed

SYSCO — Int/Div — Sold (part)

Comerica Bank- Account (formerly STERLING BANK Account) — Interest

Berk"B" — None

Limited Partnership 1, Harris County, Texas — Reat

Limited Partnership 2 Harris County, Texas — Distribution

Limited Partnership 2 Harris County, Texas — Int/Div — Sold (part)

Limited Partnership 2 Harris County, Texas — Buy (add'l)

Limited Partnership 2 Harris County, Texas — Buy (add'l)

Limited Partnership 2 Harris County, Texas — Buy (add'l)

Pepsi — Int/Div — Sold (part)

Pepsi — Sold (part)

Pepsi — Sold (part)

Texas Instruments — Int/Div

Lewisville ISD — None — Sold

Procter & Gamble — Int/Div

Edward Jones Money Market Accounts — Interest

ATT — Int/Div

Colegate Polmolive — None

Direct TV Group Holdings CLA — None

Exxon Mobil Corp Com — Int/Div

Hemz HJ Co — None

IBM — Int/Div

Ralcorp Hidgs Inc New — None

Transocean Lid — None

Verizon Communications Com — None

John Hancock Large Cap Mutual Fund — None

Vanguard Wellington Mutual Fund — None

Apple, Inc — Int/Div

Post Holdings Inc. SHS — None

Brokerage Account (H)

Abbott Laboratories — Int/Div

Apple Inc — Int/Div

Ball Corporation — Int/Div

Berkshire Hathaway C1 B — None

Catepillar Inc — None — Sold

Chevron Corporation — Int/Div

Cisco Systems Inc — Int/Div — Buy

Coca Cola Company — Int/Div

Dentsply Int] Inc — Int/Div

Dentsply Int] Inc — None — Sold

Exxon Mobil Corporation — Int/Div

Gilead Sciences Inc — None

GOOG — None — Buy

Home Depot Inc — Int/Div

Intel Corp — Int/Div

Intl Business Machines — Int/Div

JPMorgan Chase — None — Buy

JLVMLY — None — Sold

Mc Donalds Corp — Int/Div

Microsoft Corp — Int/Div

Nike lnc Class B — Int/Div

Oracle Corporation — Int/Div

Pepsico Incorporated — Int/Div

Philip Morris Intl luc — Int/Div

Procter & Gamble — Int/Div

Scana Corporation New — Int/Div

Sch US Mid-Cap ETF — Int/Div

Schw US SCap Er (formerly Schw US SCap ETV) — Int/Div

STZ — None

TROW — None — Sold

Union Pacific Corp — Int/Div — Sold

United Technologies Corp — Int/Div — Sold (part)

United Technologies Corp — Sold (part)

United Technologies Corp — Sold (part)

Walt Disney Co — Int/Div

Wemgarten Rlty Invs Shi — Int/Div

Wells Fargo & Co New — Int/Div

Well Tower Inc — None — Sold

UNH(X) — None — Buy

PAY (X) — None — Buy

BIP(X) — None — Buy

NEE(X) — None — Buy

SYK (X) — None — Buy

THO (X) — None — Buy

Brokerage Account 2 (HX) — Part VII

Alcatel Lucent — None

Archer Daniels MIDLO — None

AlT — Int/Div

AXA-Spons ADR — None

Boeing Company — None

Entergy Corp New — None

BP PLC Spon ADR — None

Bristol-Myers Squibb Co — None

Chevron Corp — Int/Div

Comcast Corp New Cl A — None

Devon Energy Corp New — None

Direct TV Group Holdings CLA — None

Entergy Corp New — None

Exxon Mobil Corp Com — Int/Div

General Electric — None

General Mills — None

General Dynamics Corp — Int/Div

Great Plains Energy, Inc — None

Gulfmark Ofshre Inc CLA — None

HECLA Mining Co Del — None

IBM — Int/Div

Intl Paper Co — None

Lowe's Companies Inc — None

LSI Corp — None

Mentor Inc Com — None

Mindspeed Tech Inc — None

National Oilwell Varco Inc — None

NCR Corp New — None

Newmont Mining Corp — None

News Corp CL A — None

Nisource Inc — None

Pioneer Natrual Res Co — None

Post Holdings Inc SHS — None

Ralcorp Hldgs Inc New — None

Rockwell Automation Inc — None

Rockwell Collins Inc — None

Royal Dutch Shell PLC Spons ADR B — None

Royal Dutch Shell PLC Spons ADR A — None

Skyworks Solutions Inc — None

Sullwater Mining — None

Teradata Corp Del — None

Texas Instruments — None

UTS Marine P TR UBI — None

Wal-Mart Stores Inc — None

Walgreen Co — None

Weatherford Intl Lid REG — None

WTI0 15Visteon Corp Wis USD — None

Estate No. (HKY) — Closed — Part VII

Brokerage Account (H)(Y) — Sold (part) — Part VII

Brokerage Account (H)(Y) — Distnbuted — Part VII

Alcatel Lucent — None

Archer Damels MIDLO — None

ATI — Int/Div

AXA-Spons ADR — None

Boemg Company — None

BP PLC Spon ADR — None

Bristol-Myers Squibb Co — None

Chevron Corp — Int/Div

Comcast Corp New Cl A — None

Devon Energy Corp New — None

Direct TV Group Holdings CLA — None

Entergy Corp New — None

Exxon Mobil Corp Com — Int/Div

General Electric — None

General Mills — None

General Dynamics Corp — Int/Div

Great Plains Energy, Inc — None

Gulfmark Ofshre Inc CLA — None

HECLA Mining Co Del — None

IBM — Int/Div

Intl Paper Co — None

Lowe's Companies Inc — None

LSI Corp — None

Meritor Inc Com — None

Mindspeed Tech Inc — None

Natiomal Oilwell Varco Inc — None

NCR Corp New — None

Newmont Mining Corp — None

News Corp CL A — None

Nisource Inc — None

Pioneer Natrual Res Co — None

Post Holdings Inc SHS — None

Ralcorp Hidgs Inc New — None

Rockwell Automation Inc — None

Rockwell Collins Inc — None

Roval Dutch Shell PLC Spons ADR B — None

Roval Dutch Shell PLC Spons ADR A — None

Skyworks Solutions Inc — None

Stillwater Mining — None

Teradata Corp Del — None

Texas Instruments — None

UTS Marine P TR UBI — None

Wal-Mart Stores Inc — None

Walgreen Co — None

Weatherford Int] Ltd REG — None

WTI10 15Visteon Corp Wis USD — None

BBVA Compass Bank Account — Interest — Distnbuted — Note in Part VII

Trust No. 1 (H) — Rent — Note mn Part VII

Real Property No. 1, Harris County, Texas

Real Property No. 2, Harris County, Texas

Real Property No. 3, Harms County, Texas

Real Property No. 4 , Harris County, Texas

Trust No. 2 (H)

Comerica Bank Account — None

Trust No. 3 (H)

Comerica Bank Account — None

Trust No. 4 (H)

Comerica Bank Account — None

Trust No. S(H)

Comerica Bank Account — None

Trust No. 6 (H)

Wells Fargo Bank Account — None

Trust No. 7 (H)(X)

Brokerage Account (H)(X) — Part VII

Alcatel Lucent — None

Archer Damiels MIDLO — None

ATT — None

AXA-Spons ADR — None

Boemg Company — None

Entergy Corp New — None

BP PLC Spon ADR — None

Bristol-Myers Squibb Co — None

Chevron Corp — Int/Div

Comcast Corp New Cl A — None

Devon Energy Corp New — None

DirectTV Group Holdings CLA — None

Entergy Corp New — None

Exxon Mobil Corp Com — Int/Div

General Electric — None

General Mills — None

General Dynamics Corp — None

Great Plains Energy, Inc — None

Gulfmark Ofshre Inc CLA — None

HECLA Mining Co Del — None

IBM — Int/Div

Intl Paper Co — None

Lowe's Compames Inc — None

LSI Corp — None

Meritor Inc Com — None

Mindspeed Tech Inc — None

National Oilwell Varco Inc — None

NCR Corp New — None

Newmont Mining Corp — None

News Corp CL A — None

Nisource linc — None

Pioneer Natrual Res Co — None

Post Holdings Inc SHS — None

Ralcorp Hidgs Inc New — None

Rockwell Automation Inc — None

Rockwell Collins Inc — None

Roval Dutch Shell PLC Spons ADR B — None

Royal Dutch Shell PLC Spons ADR A — None

Skyworks Solutions Inc — None

Stillwater Mining — None

Teradata Corp Del — None

Texas Instruments — None

UTS Marine P TR UBI — None

Wal-Mart Stores Inc — None

Walgreen Co — None

Weatherford Intl Ltd REG — None

WTI10 15Visteon Corp Wis USD — None

Trustee, Trust No.

Trustee, Trust No. 4

Trustee, Trust No. §

Trustee, Trust No. 6

Trustee, Trust No. 7

1. Part VIL Per a 8 agreement executed between me J his property (mcluding mvestments and trusts) is the sole financial interest and/or

responsibility of 11 and are not derived from my assets, income or activities. 1 do not derive or expect to derive any benefit from I property

(including investments and trusts), IE and | have no knowledge of II property (including investments and trusts). © 0 and | do

not file J federal income tax returns.

2. Part VII, Lines 75-122. The assets im Brokerage Account 2 were transferred to me on 10/19/2015. These transactions were inadvertenly left off of the prior

report, FDR 2015. Please accept this as an amendment to FDR 2018,

3. Part VII, Lines 123-171. The Estate was closed on 08/14/2015 and the property distrtributed to more than one beneficiary. A portion of the assets (1/3,

Account, Lines 75-120 was trunsferred to Trust No. 7 on 10/6/2015 and the remainder (2/3, with an

with an aggregate vilue of "M") listed in Estate

aggregate value of "N”) was transferred to me on 10/19/2015. These transactions were inadvertenly left off of the prior report, FDR 2015. Please accept this as

an amendment to FDR 2015,

4, Part VII, Lines 174-177. Assessed values of Real Properties by Houston County Appraisal District: No.1 - $219,686; No, 2 - $87,120; No. 3 - $809; and No. 4

-$373,050.

5. Part VII, Lines 188-236. The assets in the Brokerage Account of Trust No. 7 were transferred to that account on 10/6/2015. These transactions were

inadvertently left off of the prior report, FDR 2015. Please accept this as an amendment to FDR 2015,

6. Part VII, Line 200. The Estate was closed on 08/14/2015 and the property distrtributed to more than one beneficiary. This transaction was inadvertenly left off

of the prior report, FDR 2015. Please accept this as an amendment to FDR 2015.

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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Letitia Z Paul | Frix