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Judicial Watch • Joe L Heaton Financial Disclosure Report for 2005

Joe L Heaton Financial Disclosure Report for 2005

Joe L Heaton Financial Disclosure Report for 2005

Page 1: Joe L Heaton Financial Disclosure Report for 2005

Category:Financial Disclosure

Number of Pages:6

Date Created:December 4, 2006

Date Uploaded to the Library:November 13, 2013

Tags:Meadowood, Heaton, limited, Joe L Heaton, Oklahoma, smith, children, dependent, 2005, INVESTMENTS, TRUSTS, Financial Disclosure, CIA, financial, income, Judge


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Spouse's Non-Investment Income -If you were married during any portion the reporting year, please complete this section. (dollar amount not required except for honoraria) 
NONE (No reportable non-investment income.) 

Date Report 
Name Person Reporting 
Heaton, Joe 
0510912006 
IV. 	REIMBURSEMENTS transportation, lodging, food, entertainment. (Includes those spouse and dependent children. See pp. 25-27 Instructions.) 
SOURCE 	DESCRIPTION 
 

VI. LIABILITIES. (Includes those spouse and dependent children See pp. 32-33 Instructions.) 
CREDITOR 	DESCRIPTION VALUE CODE* 

VII. Page INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children. See pp. 34-60 Instructions.) 

VII. Page INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children. See pp. 34-60 Instructions.) 
Date Report 
Name Person Reporting 
Heaton, Joe 
0510912006 
VII. Page INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children. See pp. 34-60 Instructions.) 
,'': "' ,o." ;'/,'.;'',-, 
(No reportable income, assets, transactions) 
-Masterpiece Properties LP, ltd. art. interest 
-Meadowood LP, ltd. part. interest 
-DDB Limited Part. ltd. part. interest  Custodial Account  -Smith Barney money funds (Citibank Bank osit am)  -Bank Oklahoma account  

-Smith Barney Large Cap Value 
partial sale 02/23
Fund -Growth Fund America -323 East Mosier LP, ltd. part. 
interest 
-Meadowood LP, ltd. part. 
interest 
-DDB Limited Part ltd. part. int. 

VIII. ADDITIONAL INFORMATION EXPLANATIONS (Indicate part Report.) The value the oil and gas working interest identified Part VII, line based average monthly income during the period x36 months. The wells are located Oklahoma (Folmar) and McClain (Lewis 1-11 and Mooney) Counties, Oklahoma. the custodial accounts shown Part VII, filer the custodian co-signer the bank account and assets brokerage account. custodian limited partnership interest. Valuations publicly traded funds are based cash/market; values limited 

partnership interests are based book value. 
The limited partnership interests identified Part VII, lines 10, and also had interest dividend income addition rental income (per K-1). (Software only permits single type shown.) 
The multiple partial sales the asset shown Part VII, line 31, occurred 02/23, 06/20, 07/19 and 11121. Value and gain totals are indicated. 

IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are



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