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Judicial Watch • Joe L. Heaton – 2010

Joe L. Heaton – 2010

Joe L. Heaton – 2010

Page 1: Joe L. Heaton – 2010

Category:Federal Judges

Number of Pages:8

Date Created:September 11, 2013

Date Uploaded to the Library:October 29, 2014

Tags:Heaton, Joe L Heaton, barney, Oklahoma, america, smith, account, Growth, 2010, Codes, dividend, reportable, disclosure, report, Federal Judge, financial, income, Judge


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POS ITI (Rqrtlng lndlvld11Q/ only: mpp. ,_, filin1 lmtmlions.) NONE (No reportable positions.) 
NAME Custodian Custodial Account Secretary -Treasurer 
 
II. NTS. (R,porrln1 lndMduohn/y: pp. 14-16 filing Instructions.) NONE (No reportable agreements.) NIA 
 
 
Heaton, Joe 
 
 
 
III. NON-INVESTMENT INCOME. (RrportingindivU/11alandspa11St;sitpp. 17-Uoffuinlimic, Filers Non-Investment Income 
[{] NONE (No reportable non-investment income.) 
 
 
(yours, not spouses) Spouses Non-Investment Income -lfyo11 ,..,,. during any portion oft/., r1pordng ar, coMpic:; this uiiti. . 
(Dollar amowu not rtquirtd u.ctpt for lronoraria.) 
[{] NONE (No reportable non-investment income.) 
 
 
Iv. REI RSEMENTS -transportalion, /odging.faod, tnttrtain,,,mL 
(/nt:ludts thu spoust and dependent chlldrtn; stt pp. 15-17 filing insrr..ctions.J 
[{] NONE (No reportable reimbursements.) 
 
 
N1mt Ptnoa Rrportiac 
 
011r Rrpo11 
Hulon,JL. 
osmno11 
 
[{] NONE (No reportable gifts.) 
SOURCE DESCRIPTION 
 
 
VJ. LJABJLITJES. (111cl1ules tllost spouuand dependent chi/dun; see pp. JJ.JJ offUing lnstrucdonJ.) .......  1 ,,.. 
[{] NONE (No reportable liabilities.) 
Dcscrip1ion AIMIS Income during Gross v1lue end Transac1ioru during reponing period 
 
(including rust assclS) reponing period repood Codes QAl!>lsal =Co51 (Real Es1a1c Only) Auns.mcn1 T-CashMari1 (Real Eninc Only) S-=AISCHmcDI T-Cuh Marlcr :EJ!imo1cd 
 
 
VII. INVESTMENTS and TRUSTS -inco1111, 1111/111, tr11ru11ction1(lnc/udn1/sos1 spOllSI and lhpendenl clsildun; pp. 160 jilin1 instr11cti4ns.)    . 
 
NONE (No reportable income, asets, transactions.) Dcscriplion Assets Income during Gross value end Tr.uuactions during reporting period (including trusl asstts) reporting perioJ reporting period 
(I) (2) (I) (2) (I) (3) (4) 
Place (X) after each asset Amount Type(c.g. Value Value Tyoe (e.g.. Date Vluc Gain ldenty  
exempt from prior disclosure Code div.,mtl. Code Method 
buy. stll. rn.lllc!Oyy,,, C9fie Code buyer/stlkr int) (J-P) Code redemption) OP) (AH) (ifpri.alc 
(Q-W) saction) 
35. -Bank Oklahoma accoun1 
36. Smith Barney Large Cap Value Fund (now Legg Mason) Sold 01/04/10 
37. -Growth Fund America 
38.  East Mosier LP, ltd. part. interest 
39. Meadowood LP, ltd. pan. interest 
40. -DOB Limited Part. ltd. part. inr. 
41.  Masterpiece Properties LP, ltd. part. interest Income G:un Codn: $1.()00 less =Sl,001 -S2..IOO S2.WI -SS.000 DSS.001-SIS.000 S 15.00 -.000 
(Sc:r Columns 111 and 04) =150.001 -SI00.000 SI00,001  Sl,000.000 111 Sl.000,001  U.000.000 =Mon: 1ban SS.000.000 vlu< Codes S 15,000 odcu =SI S.001  iso.ooo =SS0.001  SI00,000 1100,001  S2W.OOO 
(Stt Colwnns and DJ) US0.001  SS00.000 SS00.001 SI ,000,000 =Sl,000.001. Sl,000.000 SS.000.001  US.000.000 =Sll.000,001  SS0,000.000 MOJc 11>an Sl0,000,000 alurr Mdhcid CodC1 QAppni.. -CoSI {Real Eru1c Only) Assc:nmcot T-CuhMarthCr E.srimarcsl ., 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lrulkle14nofrqon.) The value the oil and gas working inletest identified Put VII, line based average mon1hly income during the period x36 months. The wells arc localed Oklahoma (Folmar) and McClain (Lewis 1-1 and Mooney) Counlies, Oklahoma. the custodial account shown Pan VII, filer the cuslodian co-signer oflhc: bank. account and assets brokerage account. custodian limited panncrship intercs. Vluations ofpublicly traded funds arc based cost/market; values oflimitcd partnership interests arc based book value. 
The limited pann:rship Interests indenlified Part VII, lines 11, and also had interest dividend income addition rental income {per K-1 The properties generating rental income are Cleveland County, OK. 
 
 
 
 
 
 
IX. CERTIFICATION. certify that all Information given above (Including Information pertaining spouse and minor dependent children, any) accurate, true, and complrte the best knowledge and belief, and that any lnform1tlon not reported was withheld berause met applicable slltutory provisions permitting non-disclosure. further certify that urned Income from outside emplo)lnent and honorari1 and the accrpt1nce gifts which have been reported are compliance with the provisions U.S.C. app. SOI et. seq., U.S.C.  7JSJ, and Judicial Conference ngulatfons. s/Joe Heaton 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS fLE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 
One Columbus Circle, N.E. Washington, D.C. 20544