# Melinda Harmon > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/4894 ## Record - **Judge:** Melinda Harmon - **Year:** 2014 - **Report type:** Annual - **Pages:** 8 ## Text 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 --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4894. Public record. Not legal advice.