Harlin Dewayne Hale

2012Annual

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

What was filed

  • 33

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 11

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • Wilson
  • George W. & Jean H. Pugh Institute
  • TX State Bar - Bankruptcy Section
  • Center for American and International Law
  • Nanonal Conference of Bankruptcy Judges
  • Federal Judicial Center
  • State Bar - Bankruptcy Section
  • United States Courts
  • University of Texas School of Law
  • State Bar of Texas
  • Federal Bar Association
  • National Conference of Bankruptcy Judges
  • Southern Methodist University (teaching)
  • Southern Methodist Umiversity (teaching)
  • Dallas Independent School District

As filed

Cross Keys Bank — Interest

Cross Keys Bank Stock — Int/Div — Buy (add'l) — Wilson

Blue Cross FCU account — Interest

Belt West Ltd. Partnership — None

STERLING TRUST IRA (H)

Southwest Airlines — None — Sold

Exxon Mobil — Int/Div — Sold

Edward Jones IRA (H) (changed brokerage from Sterling Trust)

Home & Hearth Ltd. P'Ship — None

Miller Co. Ltd. P'Ship — Distribution

CAPITAL INCOME BUILDER FUND A — None — Buy

FUNDAMENTAL INVESTORS FUND A — None — Buy

GROWTH FUND OF AMERICA CLA — None — Buy

INCOME FUND OF AMERICA FUND A — None — Buy

NEW ECONOMY FUNDCL A — None — Buy

NEW PERSPECTIVE FUNDCL A — None — Buy

WASHINGTON MUTUAL INVS FD CL A — None — Buy

Bank of America — Interest

Wells Fargo — Interest

EQUITABLE IRA (H) — None

EQ/Core Bond Index

EQ/Marsico Focus

EQ/BlackRock Intl Val

EQ/PIMCO Real Return

EQ/Van Kampen Comstock

EQ/Evergreen Intl Bond

EQ/Davis NY Venture

EQ/Franklin Income

EDWARD JONES — Int/Div

Edward Jones Cap World Growth & Income Fund CLA — Int/Div

Edward Jones Tax Exempt Bond Fund Amer CLA — Int/Div

Exxon Mobil — Int/Div

Texas Federal Credit Union (Name corrected from 2011) — Interest

Board of Advisors, George W. & Jean H. Pugh Institute

Reimbursement — TX State Bar - Bankruptcy Section — 02032012 — Austin, TX — Section Council Meeting — Transportation, food

Reimbursement — Center for American and International Law — 02/22-25/12012 — New Orleans, LA — Fifth Circuit Bench/Bar Speaker — Transportation, food, lodging

Reimbursement — Nanonal Conference of Bankruptcy Judges — 03/19.20//2012 — Mam, FL — Board Meeting — Transportation, food, lodging

Reimbursement — Federal Judicial Center — 03/26-292012 — Charleston, SC — National Workshop for Bankruptcy Judges — Transportation, food, lodging

Reimbursement — State Bar - Bankruptcy Section — 4/13/2012 — Austin, TX — Bankrtupcy Seminar Speaker — Transportation, food

Reimbursement — United States Courts — 05/6-92012 — Santi Fe, NM — Fifth Circuit Conference — Transportation, food, lodging

Reimbursement — State Bar - Bankruptcy Section — 06/14-1572012 — Aust, TX — State Bar Meeting/Semimar - Speaker — Transportation, food, lodging

Reimbursement — University of Texas School of Law — OR/8-1002012 — Galveston, TX — Bankrtupey Seminar Speaker — Transportation, food, lodging

Reimbursement — State Bar of Texas — 09/13-1472012 — Houston, TX — Bankrtupey Seminar Speiker — Transportation, food, lodging

Reimbursement — Federal Bar Association — 09/20-22/72012 — Sun Diego, CA — Annual Meeting - Speaker — Transportation, food, lodging

Reimbursement — National Conference of Bankruptcy Judges — 10/23-262012 — Sun Diego, CA — Annual Meeting - Board Member — Transportation, food, lodging

Income — 04/30/2012 — Southern Methodist University (teaching) — S15.000.00

Income — 122172012 — Southern Methodist Umiversity (teaching) — S7T.500.00

Spouse's income — 2012 — Dallas Independent School District

Part VII, Page 7, Lines 5-17 - In 2012,

transferred our IRAs from Sterling Trust to Edward Jones. We were required to sell our stock in Southwest

Airlines and Exxon Mobil and then used the funds to purchase the various funds on lines 11-17. The interest in Home & Hearth Lid. Partnership and Miller Co.

Lid. P'Ship on lines 9 and 10 were transferred to Edward Jones and currently have nominal value,

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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Harlin Dewayne Hale | Frix