Melinda Harmon

IRA #1 — Int/Div

ExxonMobil

Invesco Amer Franchise A

Morgan Stanley Bank Deposit Program

IRA #2 — Int/Div

Morgan Stanley Bank Deposit Program

Invesco Amer Franchise A

IRA #3 — Int/Div

Triumph Resources

Zweig Total Return Fund Inc

Invesco Amer Franchise A

Alliance Bernstem Large Cap Growth Fund, Class C

Morgan Stanley Bank Deposit Program

LAW FIRM 401 K PROFIT SHARING PLAN — Int./y

REAL ESTATE, DALLAS, DALLAS COUNTY. TX PARCEL — Rent — Sold — Elm St. Holdings, LLC

REAL ESTATE, DALLAS, DALLAS COUNTY. TX PARCEL 2 — Reat

EXTRAORDINARY LIFE POLICY NORTHWESTERN MUTUAL — Int/Div

NORTHWESTERN MUTUAL "65 LIFE" POLICY #1 — Int/Div

NORTHWESTERN MUTUAL "65 LIFE" POLICY 2 — Int/Div

NORTHWESTERN MUTUAL "65 LIFE" POLICY #3 — Int/Div

ABT(X) — None

ABBY (X) common — None

MO (X) common — None

CVX (X) common — Int/Div

KO (X) common — Int/Div

COP — None

XOM (X) common — Int/Div

INJ(X) common — Int/Div

MSFT (X) common — Int/Div

PEP (X) common — None

PM (X) common — None

PG (X) common — None

RDS.A (X) common — Int/Div

TOT (X) common — Int/Div

Raymond James Bank Deposit Program (X) — Interest

Chase Checking — Interest

Chase Savings — Interest

Spouse's income — 2014 — Parmer, Cram, Caton & James Law Firm

Part VII

Line 14: Share in ABA Retirement Profit Sharing Plan. Participant's share is invested in the All Cap Index Equity Fund, a mutual fund and in 4 self-managed

account investing in Dreyfus Appreciation Mutual Fund. | wish to report here that for the year 2011 1 reported on Line 16 of Part VII that there was no reportable

income from this retirement plan. In 2011, unknown to me, the self-managed fund was transferred into a separate Ameritrade account, which began sending

statements that reflected the amount of the dividends eamed by the Dreyfus Appreciation Mutual Fund. The statements from the ABA Retirement plan reported

only values, not income. Because the transfer was unknown to me until recently, | was confused about the Ameritrade reports, but reported the 012 and 2013

dividends in the FD R for those years because the values of the self-managed account, reflected in the ABA reports were identical to the value in the Ameitrade

report... Now that I have had time to conduct further research, it hus become clear to me that 1 should have reported the Amenitrude dividends for the self-managed

account as income in 2011. Line 16 in the 2011 FDR report should read as follows:

Year Description of Asset B(1) Income Amount B(2) Type C(1) Gross Value Amount C(2) Value Method

2011 Law Firm 401(k) Profit Sharing Plan

C dividend

[¢]

T

Sbuannskanstnansasnas nn

0000000000 0080500000000 A 8A

Line 16 Undivided 1/8 interest in a piece of property in Dallas, Dallas County, Texas. Date of appraisal December 6, 1994

Se a — Se ——————

—————

re RS a Ee Te

er —————————————

er —————

BE ———

Line 26 Should read "COP (X)" common.. The computer would not allow me to enter anything but "COP."

Line 36, 37 From 2005 to 2010 and again from 2012 to date | have had an interest bearing checking account that 1 mistakenly thought was non-reportable. 1

opened in 2012 a savings account. I would like to correct the error by reporting, here, the information that should have been reported on these accounts mn Part

VII:

Year Description of Asset B(1) Income Amount B(2) Type C(1) Gross Value Amount C(2) Value Method

2005: Chase Checking Account

A interest

J

A interest

2006 Chase Checking Account

2007 Chase Checking Account

A interest

2008 Chase Checking Account

A interest

2009 Chase Checking Account

A interest

None

K

2010 Chase Checking Account

2011 Chase Checking Account

None

K

2012 Chase Checking Account

A interest

Chase Savings Account

A interest

L

A terest

2013 Chase Checking Account

Chase Savings Account

A interest

K