Elizabeth L Perris

2012Annual

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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

  • 25

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Part VII
  • Bend Inns of Court
  • King County Bar Association
  • Northwest Bankruptcy Institute - Oregon State Bar
  • Nanonal Conference of Bankruptcy Judges
  • West Services - Book Royalty

As filed

IRA Account — Int/Div

LS Bonds

Duke Stock — Sold — Part VII

Teco Stock

Vanguard Windsor 11 Mutual Fund

Spectra Energy Stock

Choice CD — Matured

Money Market Funds (Schwab Cash Reserves) — Buy — Part VII

Vanguard S & P 500 Fund — Distribution

Vanguard Europe Fund — Sold

Bristol Meyers Squibb Stock — Int/Div

Harbor International Fund — Distribution

US. Savings Bonds — Interest

1/4 Interest - Condominium, Otter Rock, Oregon — Rent

Baron Asset Fund Shares — Distribution

NASDAQ 100 Stock — Int/Div

i Shares-Russell 2000 — Int/Div

Key Bank Accounts (CD/checking) — Interest

On Point FCU (CD/checking) — Interest

iShares - Emerging Markets — Int/Div

First SW Prime Income Fund — Sold

IRA #2 -On Pot CD — Interest

1/2 terest - Condominium, Portland, Oregon — Rent

Or Vet Welfare Due 2041 — Interest

Schwab Cash Dep — Interest — Buy

Reimbursement — Bend Inns of Court — VI812- 120012 — Bend, OR — Dinner Meeting — Hotel

Reimbursement — King County Bar Association — 112512 « 126/12 — Seattle, WA — Sermnar — Transportation, meals and hotel

Reimbursement — Northwest Bankruptcy Institute - Oregon State Bar — 4726/12 - 4/28/12 — Seattle. WA — Semmar — Transportation, meals and hotel

Reimbursement — Nanonal Conference of Bankruptcy Judges — 10/23/12 - 10026012 — San Diego, CA — Seminar — Hotel and transportation

Income — 2012 — West Services - Book Royalty — $2,907.00

Line 3. Sale proceeds from Duke Stock were deposited in Schwab Cash Reserves (line 8).

Lines 5 and 9: Distributions from Vanguard S & P 500 Fund (line 9) and Vanguard Windsor 11 Mutual Fund (Line 5), include capital gains and dividends, |

reinvested the distributions in these funds.

Lines 8: Schwab Cash Reserves is a money market fund. | remvest the distributions. In addition, | regularly deposit stock dividends, asset liquidation proceeds,

und interest income in the account. The dividends and interest deposits are small. Only transactions in excess of $1,000 within the pertinent account are

separately reported.

Line 14: On my 1/4 interest in the condominium at Otter Rock, Oregon, the net rents are after payment of expenses. My share of the rents without reduction of

expenses would be Code B. Quarter interest in condominium purchased in August 1994 for $27,500.

Line 23: On my 1/2 interest in the condominium at Portland, Oregon, the net rents are after payment of expenses, My share of the rents without reduction of

expenses would be Code D. Half interest in condominium purchased in April 2010 for $235,500, from the Estate [0s

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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Elizabeth L Perris | Frix