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Ha~on, Melinda
4. "1 ttle (Amcle III judges indicate active ~r senior sm~; magis~atejudges indicate fal- or-aa-ti~)
I~ lnflial
Date ~ Annual
~ Final
01/0 l/2009
~
Amended Repo~
12/31/2009
to
8. On rite basis of initiation confined in ~i~ Repoa and any modifications per~ining thereto, it is, in my opinion, in ~n~liance with applicable la~s and regulation.
United States Cou~house 515 Rusk, Suite 9114 Houston, Texas 77002
Date:
.2007
IMPORTANT NOTES." The instructions accompanying this.[brm must be followed. Complete all parts,
checking the NONE box for each pa~ where you have no reporlable info~ation. Sign on lasl page.
I.
[]
POSITION
NAME OF ORGANIZATION/ENTYFk"
~- Trustee
2. 3. 4. 5.
~"
r--~
--
~-. ~
7-U
I)ATE
Harmon, Melinda
Hamaon, Melinda
t)~~"f~P~ I
[]
I. 2. 3. 4. 5.
g.
~
Spouses NOlI-I nvestmellt Income - .,,o, ,,.~.,~ married during an , p,~rtion of the reporting k,ear, complete this section.
(1.)ollar a~outl no! required e.~cept for homotaria )
DATE
I.
2. 3. 4. 5.
2009
1. 2. 3. 4. 5.
FINANCIAL DISCLOSURE REPORT [ Name of Pers0n Reporting Page 3 of 7 Pages [ Harmon~ Melinda
Dale of Reporl
May 11,201 0
V. []
GIFTS. (Includes those to spouse on,t depender~t child, t,n Sec Pt. 2&3t of lnst, u, tions.,~ NONE (No,.,.vo.~,, ~,>~;
SO[1RCI; DESCRIPTION VALUE
I. 2. 3. 4. 5.
~. 2. ~. ~ s.
No~hwestem Mutual B~k of America Capital One Capilal One Bank of America
Secured Note Credit Card Credit Card Unsecured Note Credit Card Credit Card Credit Card
J K K J J J" J
Bank of America
Page 4 of 7 Pages
VII.
[]
of filing instructions.)
Harmon, Melinda
1.
Div
P1
(.:lass A. -- Western Asset Money Mkt Fund 5." IRA #2 6 -- Western Asset Money Mkt Fund, Class A
-A~/constellation Fund, Class A
Div
~ IRA #3 9. -- Western Asset Nloney Mkt Fund, Class A Triumph Resources ~L -- Zweig Total Return.Fund,
Inc.
Div
"
AIM Constellation Fund, Class A Alliance Bemstcin Large Cap Growth Fund, Class C
~4 I.a\v Finn 461K Profit Sharing
Plan ~ Real Estatc, ~)allas, Tx, Parccl 1 16 Real Estate, Dallas, Tx, Parcel 2 ~7. Mineral RoyalU Interest (Y) ~s. Extraordinary Life Policy, North\vcstcm Mutt,al ~9Norlh Wcstcm Mutual "65 Life" Policy #1
N K J K .I
T Q Q T T
I. 2.
3.
h~colnn Gain Codes: B -$ 1,001 - $2,500 C=$2,501 -$5,~ D=$5,001 - $15.000 ( See Columns B I and D4) A =,$ 1,000 or less E=$15,001 - $50,000 F~$$50,001 - $100,(~J G -- $100,001 - $1.(~L000 111=$1,~0,001 - $5,~0,000 ~=More than $5,0~,000 Value (;ode J $15.O/0 or less K~$15,~1 /See C~l~tl~SCI and I)3) N~$250,001 - $500.0~ O=$500,001 - $1,0~,000 PI=SI(K~001"$5000O00 P2 = $5,000,O01 - S25,000,0~ P3=125, )00.~ 1450 0t~ 000 R = Cost (Real Esmt Only) P,1-Mor ~an $50.000.000 T-Cash Market Value Method C~&s Q :Appraisal S~Assessment (See (" ~ umns ."2) V ~ Other [ I=l/ook Val~ W~Estimated
[)ate of Rt:por!
tlammn, Melinda
May 11,20l 0
\111.
[]
INVESTMENTS and TRUSTS --income. voluo, transactions (Includes ttlose et lhe spouse a,M dependenl children See pp 34 60
of filing instructions.)
~) Bl~y, sel!. mtrger, (2) [)ate - Day (3) Vah I)-P) t41 Gain fA H) iS) Idcndty of (if private
40.
42.
2.
lnco~t~ (Jam Codes: (See Colmnns RI and [)4) A-$1,O00 or less F=$$50,001 - $100,000 Value ClUe J~$15,~10 or less (See Col~m~sCl ~d 1131 N=$250,001. $5(~.000 Value Method Codes (See CohmulsC2)
3.
C-$2,501 55,000 D=$5,~1 - $15,~~ g-$15.001 - $5(),0(X) G - $100,001 . $1,000,~10 HI=$I,O00,00I - 15,~,000 H2=More than $5,~0,000 L~$50, )0i - $1rK),~0 M=$100,001 - $250,000 K=$15,~1 - $50,000 P1=$1,~.O01-$5,000,000 I2 ~ $5,000,1~1 - $25,~0,000 O=$500,001 - $1.0(10,000 P3-$25,000 001-$50.000 000 P4-More than $50,000,000 R = Cost (Real E.~tatc Only) T-C~;h Market QAppraisal S-Asgcssment v = Other U-Book V~lue W=Estinmted
I1=$1,001 - $2,500
t)~t~otl~u,~,~
Harmon~ Melinda
May 11,2010
VIII.
I.
VII.
Unfunded trust.
Line 14
Share in ABA Retirement Profit Sharing Plan. Participants share is invested in the Index Equity Fund, a mutual fund and in a self managed account investing in Dreyfus Appreciation Mutual Fund.
Lines 15 and 16 Undivided 118 interest in two pieces of property in Dallas, Texas. Date of appraisal December 6, 1994.
l-)a,e of Repor~
Harmon, Melinda
IX. CERTIFICATION. I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, tree, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I fi~rther certify that earned income from outside emplo3anent and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app.. 501 et. Seq., 5 U.S.C. 7353 and Judicial Conference Regulalions.
Signature J
May I 1, 2010
NOTE: ANY INDIVIDUAL WI10 KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE TttlS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C, .App., 104.)
FILING INSTRUC[IONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D. C. 20544