# W Richard Lee

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6889

## Record

- **Judge:** W Richard Lee
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 8

## Text

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 — Int/Div
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 Valley Power Systems, Ine. — Interest
Loncome beneficiary, Trust #4
Director, Shaver Luke Heights Mutual Water Co.
Note 1: Equity interest in Principal Fmancial Group, Inc.

shares of common stock issued im 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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6889. Public record. Not legal advice.