Joe L. Heaton – 2007
Number of Pages:7
Date Created:November 7, 2008
Date Uploaded to the Library:October 29, 2014
Autogenerated text from PDF
Government Act 1978, US.C. app. /OJ-/ I/) FOR CALENDAR YEAR 2007 Person Reporting (Last name, firs/, middle initial) ------------------- Heaton, Joe (Article IIIjudges indicate active senior status; Title magistrate judges indicate full-or part-time) U.S. District Judge Chambers Office Address U.S. Courthouse, 200 4th Street, Room 3108 Oklahoma City, Oklahoma 73102 Date Report Court Organization 04/22/2008 U.S. District Court, Western District Oklahoma Sa. Report Type (check appropriate type) Reporting Period _Nomination, -Initial Date Annual --Final 01101 /2007 12/31 /2007 Sb. _Amended Report the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date IMPORTANT NOTES: The instructtons accompanying this form must followed. Complete al! parts, checking the NONE box for each part where you have reportable tflformfition Sign Jas.r page. POSITIONS. (Reporting individual only; see pp. 9-13 Instructions.} NONE (No reportable positions.) POSITION Custodian/co-signer Custodial Accounts and Secretary Treasurer ners Association II. AGREEMENTS. (Reporting individual only; see pp. 14-16 oflnstructions.) NONE (No reportable agreements.) ---._, ,-)PARTIES AND TERMS r_ r--::--J (_;--(_:) NIA Oklahoma Public Employees Retirement System. vested. Eligible age tt} 1::_------ f7? III. NON-INVESTMENT INCOME. see pp. 17-24 --- =:.:: fiJ Filers Non-Investment Income NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME Spouses Non-Investment Income -If you were married during any portion the reporting year, please complete this section (dollar amount not required except for bonoraria). NONE (No reportable non-investment income.) IV. REIMBURSEMENTS transportation, lodging, food, entertainment. (Includes those spouse and dependent children. See pp. 5-2 Instructions.) VI. LIABILITIES. (Includes those spouse and dependent children See pp. 32-33 Instructions.) Date Report Name Person Reporting Heaton, Joe 04/22/2008 VII. Page INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children. See pp. 4-60 Instructions.) .c. ... .,_ 1_ : : --1 . jf., (No reportable income, assets, transactions.) Duke Energy common stock Dividend Spectra Energy common stock Dividend Xcel Energy common stock Dividend Oil gas working interest Royalty Smith Barney money fund (Citibank Bank Dividend Investment Company America Dividend partial sale 7/23 Europacific Growth Fund Dividend Okla. Dev. Finance Auth. bonds (St. Interest Johns Health ltd. _____J - Reporting Heaton, Joe VII. Page INVESTMENTS and TRUSTS --income, value, transactions (Includes those pouse and dependent children. See pp. 34-60 Instructions.) NONE (No reportable income, assets, transactions) -Growth Fund America -323 East Mosier LP, ltd. part. interest Masterpiece Properties LP, ltd. part. interest -DDB Limited Part. ltd. part. interest ---------- Custodial Account Smith Barney money fund (Citibank Bank --- -Bank Oklahoma account -Smith Barney Large Cap Value partial sale 12/21 cFund now -Growth Fund America partial sale 12/21 323 East Mosier LP, ltd. part. mterest -Meadowood LP, ltd. part. interest --------- -DDB Limited Part ltd. part. int. --------Masterpiece Properties LP, ltd. part. interest ----------+--- ------------- ----- 11_____ ___ ---------------. ---- --- 151 L-------- VII. Page INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children. See pp. 34-60 Instructions.) 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, 11, and also had interest dividend income addition rental income (per K-l The multiple partial sales the asset shown Part VII, line occurred 04/03, 05/21, 07/23, 08/23 and 11/13. 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 compliance with the provisions U.S.C. app. 501 et. seq., U.S.C. 7353 and Judicial Conference regulations. Signature NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFU SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C.