Brooke C. Wells
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
17
investments
0
positions
0
gifts
0
agreements
4
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Wilcox
- Chase
- Discover
- American Express
- Salt Lake County, Criminal Justice Services
As filed
Chase Bank Accounts — Interest
University of Utah Credit Union — Interest
Wells Fargo Retire Acct — Int/Div
Equi-vest EQ Aggresive Stock Fund- Guaranteed Interest Accou — Interest — Redeemed
Massachusetts Mutual Life Policy #1 (whole life) — Interest
Quail Creek Bank Accounts (Trust £1) — Int/Div
Security Life Insurance Policy (whole life) — Int/Div
XTO Energy, mineral rights, Major County, Oklahoma — Rovalty
Mustang Gas Products LLc — Rovalty
Omeok Field Services, mineral rights, Major County, Oklahoma — Rovalty
Ringwood Gathering mineral rights, Major County, Oklaoma — Rovalty
Union Central IRA (Y() — Distribution — Redeemed
Real Estate #1, Mt. Pleasant, Sanpete County, Utah — Distribution — Sold — Wilcox
Wells Fargo Bank Accounts — Interest
Mountain America Credit Union, term life insurance — None
Bott Energy Pamters, mineral rights, Oklahoma — Rovalty
Cross Timbers Oil Co., mineral rights, Oklahoma — Rovalty
Liability — Chase — Credit Card
Liability — Chase — Credit Card
Liability — Discover — Credit Card
Liability — American Express — Credit Card
Spouse's income — 2013 — Salt Lake County, Criminal Justice Services
18. Hall Resource Corp., mineral rights, Pontotoc County, Oklahoma A Royalty J W
19. Sunoco mineral rights, Major County, Oklahoma, A Royalty J W
20. KCS Energy, Inc, mineral rights, Oklahoma A Royalty, J W
21. Massachusetts Mutual Life Policy #Y) F None K
22. OG&E Stock Certificate A Dividend J T
23. Real Estate, San Juan County, Utaht None MT
24. Chase InvestmentAccount
A Interest GT
Additional Information or Explanations:
I
Reportable assets related to Trust #1 are included in Part VII of Report
2. Wells Fargo Retirement Account, part VII, Line 3 to include complete listing:
Franklin Small Mid Cap Growth
Gabelli Value Fund Inc
Janus Flexible Bond Fund
Junus Tove Fd Worldwide FD
Janus Twenty Fund Inc
Davis New York Venture Fund
Target Portfolio Tr Mtg Backed Secs Port
Wells Fargo FDS Tr Advantage ovt ecs FD
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.