W Richard Lee

2011Annual

Ask Donna

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

29
investments
3
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income

Named parties

Trust #3
Trust #4
Shaver Luke Heights Mutual Water Co.
EE IISA a.

As filed

Bank of America - account — Interest

RBC Prime Money Market Fund — Int/Div

Amencan Funds Money Market Fund - A — None

Principal Financial Group - common stock note — Int/Div

Principal Universal Life Protector policy #1 — None

Principal Universal Life Protector policy #2 — None

Properties Co. #1 common stock - note 2 — Rent

Brokerage Account #1

Federated Equity FDS Prudent Bear FD CL C SHS — None

IRA #1 - Franklin Funds — Int/Div

Franklin Small-Mid Cap Growth Fund Class A

Franklin Small-Mid Cap Growth Fund Class C

Franklin Growth Fund - Class A

IRA #2 - Franklin Funds — None

Franklin Small-Mid Cap Growth Fund Class C

IRA #3 - Pershing LLC/Princor Financial — None

Pershing Government Account - Money Market

IRAZ4 - American Funds — None

American Funds Money Market Fund - A

Trust #1 — None

American Funds Money Market Fund - A

Principal Survivorship Universal Life policy

Trust #2 — Rent

Properties Co. #1 common stock - note 2

Trust #3 — None

Oil & Gas Royalty - Kem County, CA

Trust #4

rental property - Kern County, CA. - 2009 appraisals — Rent

promissory note from business — Interest

Co-trustee, Trust #3

Loncome beneficiary, Trust #4

Director, Shaver Luke Heights Mutual Water Co.

Reimbursement — EE IISA a. — iin, Nesstecithem ome i — mm I Ry Tr — RA bankruptcy association's annual conference — Nod henley, oT me

Note 1: Equity interest in Principal Fmancial Group, Inc. issued in conjunction with life insurance policies. Shares held by issuer. Marketability and value

unknown,

business. 1 hold

Note 2: Properties Co. #1 is a real property holding company, single asset - commercial property in Kern County, CA. - leased by

27.5% of the common stock, stock not marketable - appraisal date, March 13, 2009.

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.