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    Personal Financial Statement covering calendar year 2010, filed with the Texas Ethics Commission. Posted by Texas Watchdog, http://www.texaswatchdog.org.

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    Morriss_Josh_R_00052000_442642_000_2009

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    Personal Financial Statement covering calendar year 2010, filed with the Texas Ethics Commission. Posted by Texas Watchdog, http://www.texaswatchdog.org.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF or read online from Scribd
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    4 views37 pages

    Morriss Josh R 00052000 442642 000 2009

    Uploaded by

    Texas Watchdog
    Personal Financial Statement covering calendar year 2010, filed with the Texas Ethics Commission. Posted by Texas Watchdog, http://www.texaswatchdog.org.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF or read online from Scribd
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    “Texas Ethics Commission P.0.80%12070___ Austin, Texae 78711-2070 (812) 499-5800 __ 1-800-325-8506 PERSONAL FINANCIAL STATEMENT Form PFS COVER SHEET Filed in accordance with chapter 572 of the Government Code. For flings required in 2008, covering calendar year ending December 31,2008, | —=——— Use FORM PFS~INSTRUCTION GUIDE when completing this form G00=2000 7 NAME ory OFFICE USE ONLY aly] Chief Justice; Josh; R. Giiainettercht cr} n/a; Morriss; IIT FEB 10 2010 ADDRESS | ADOnESS /ROSaR APT /SUTE OTy STATE BPCOOE Texas Ethics Commission Es Texarkana, TX 75503 ae pa Fo — |} FORFILING | Dicanoioate STATEMENT | 5 scecreposticen Chief Justice, 6th Court of Appeals ___ wiveare cree) Ci arrowren ofricen care nner) Ghexecurive wean car cen) D Former on RETIRED JUDGE SITTING BY ASSIGNMENT Osrate party cHair Dormer crear pein 7 amy membors whose france} actly you are reporting (Hier must report information bout the nancial aetiiy ofthe fers spouse oF ependent chicren if te flerna6etual coal ove hat ack. spouse Diana B Morriss DEPENDENT CHILO 1 SE 2 — ~ - { In Pars + through 18, you wil disclose your financial activily during the preceding calendat year. In Parts 1 through 44, you are ‘required to disclose not only your own financial actty, but also that of your spouse or a depenent chid if you hed actual cenwol ‘over that person's financial activity. ny v a4 COPY AND ATTACH ADDITIONAL PAGES AS. NECESSARY 2 y4u19 LUD ‘Texas Ethics Commission P.0.80x 12070 ___ Austin, Texas 78711-2070 (812) 453.5800 __ 1-800-325-8506 SOURCES OF OCCUPATIONAL INCOME PART 1A, Co norarpucaste | when reporting information avout a dependent child's activiy, indicate the child about whom you are reporting by | providing the number under which the child is listed on the Cover Sheet. 7 INFORMATION R rT | JONRELATESTO | or puen Ci srouse Ci vePencenr cw.o 2 Tae ADRESS FUPLOER OORTION REID |? euploymenr tenes ars iene sasess) State of Texas (6th Ct. of Appeals, Texarkana) Glewrtovenevanomen | 100 N State Line Ave, #20 Texarkana, TX 75501 Diseirewpcoven NATURE OF OCCUPATION Chief Justice, 6th Ct. of Appeals (judge) INFORMATION RELATES TO (ONE! COrner CO seouse Ci berensewt cont Ti i CRESS OF PLOVER PORTONRLO EMPLOYMENT CChicrecs rs eve nase) Clewp.oven sy anorien D setr-ewptoveo rary or oceuerrin INFORMATION RELATES TO. Oruer Oi srouse Dosrenvenr cHi.o EMPLOYMENT EViehe i ere ome nacre) Cl eweLoven ey ANOTHER Csetremetoveo ATURE OF OceLeATION COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY “Texas Ethics Commission P.O. Box 12070 ‘Austin, Texas 78711-2070 (512) 469-5800 _1-800-325-8505 RETAINERS part 1B & sorapeucae ‘This section concerns fees received as a retainer by you, your spouse, ora dependent child (or by a business in which you, your spouse, of a dependent chili have a "substantial interest’) for aclaim on future services in case of need, rather than for Services on a matter specified at the ime of contracting for or receiving the fee. Report information here only ifthe value of the work actually performed during the calendar year did not equal or exceed the value of the retainer. For more information, see FORM PFS-INSTRUCTION GUIDE, When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the childs listed on the Cover Sheet 7 Tae DONORS ECEIVED FROM 2 an oF EES FEE RECEIVED BY Orner OR FILERS BUSINESS Ol spouse (OR SPOUSE'S BUSINESS Ci DEPENDENT CHILO. (Of CHILDS BUSINESS 3 FEE AMOUNT C1 tess THaw $5,000 C2 $5.000~s8,99 1] $10.000-824.999 1 25,000-08 MORE UAE RG RES FEE RECEIVED FROM FEE RECEIVED BY Or OR FiLER'S BUSINESS. O spouse OR SPOUSE'S BUSINESS Dloerenvenr chino co —————— t FEE AMOUNT Ciess tan ss.o00 [) ss.000-se.089 (1) s10.000-824.999 [] $26,000-0R MORE COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Texas Ethics Commission P.0.B0x 12070 _Austin, Texes 78711-2070 (612) 403-5800 _ 1-800-325-8505 STOCK PART 2 Di norappucaste List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar year ‘and indicate the category of the number of shares held or acquired. If some or all ofthe stock was sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS~ INSTRUCTION GUIDE, When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the childis listed on the Cover Sheet. T BUSINESS ENTITY sane Offenhauser Oil Company, Inc. ? STOCK HELD OR ACQUIRED BY | (J FILER CO spouse (C1 DePENDENT CHILD 3 NUMBER OF SHARES TBress tani Chicora Clsootome L)scoo1o em 5.000 10 9.999 1 10,000 of MORE + IF SOLD Cinercan | Tyressthawsso00 C)ss000-se.ee9 () sioovp-szagee [1 s25.000-0n MORE ner oss BUSINESS ENTITY Surrey Oil Company, Inc. ‘STOCK HELD OR ACQUIRED BY | Gi ruce CO seouse TI DEPENDENT CHILD NUMBER OF SHARES (GH LESS THAN 100 1D 100 To 499 D500 To 999 1 1.000 70 4.999, 5.000 To 9.999 1 10.000 oF MoE IF SOLD ONer cain Cl Less THAN $5.000 [1 s5.000-$9.999 C) $10.000-824.989 [1] $25,000-OR MORE Oner.oss BUSINESS ENTITY woe STOCK HELO OR ACQUIRED BY | [7] Fner Cisrouse (DEPENDENT CHILD NUMBER OF SHARES © [Duss manic Chivtowe Clsovtome ‘EI 1e00 T0400 15.000 To 9.999 10.000 oF MORE . WF Solo Chrercan | Oessmanssow Cl ssoor-sea0e T)scor ste Cl zs e-on won BUSINESS ENTITY NAME “| ‘STOCK HELD OR ACQUIRED BY | [7] FILER Osrouse (J DEPENDENT CHILD __ NUMBER OF SHARES |Chuesstianio0 Cito — Cewroee Fl raco Tose 5.000 To 9.999 1 10,000 oR MORE SOLD Qinercan | Chuess tan sso C)ss000-s,o00 ] si0.000-s24ace 1] s25.000-oR WORE ner voss BUSINESS ENTITY Ta STOCK HELD OR ACQUIRED BY | L Fier Usrouse TD DEPENDENT CHILO NUMBER OF SHARES DhuesstHan ico into — Ci scotoess LJ :o00 ro 4as9 Cleonro see CO wom orwore WF SOLD ner cain Ci Less tian ss,000 (1 $5,000-$9,999 C) $10,000-824,098 [1] $25,000-0R MORE Over voss ‘COPY AND ATTAGH ADDITIONAL PAGES AS NECESSARY Texas Ethics Commission BONDS, NOTES & OTHER COMMERCIAL PAPER PART 3. ( norappuicaste P.0.Box12070___Austin, Texas 78711-2070 (512)469.5800__ 1-900-326-8805 List all bonds. notes, and other commercial paper held or acquired by you, your spouse, of a dependent child during the calendar year. If sold. indicate the category of the amount of the net gain or loss realized from the sale, For more information, soe FORM PFS~INSTRUCTION GUIDE When reporting information about 2 dependent child's activity, indicate the child about whom you are reporting by providing the number under which the childis listed on the Cover Sheet. DESCRIPTION OF INSTRUMENT Alabama Power Co., Sr. Monthly Notes of 2037 2 HELD OR ACQUIRED BY Gruer Ci spouse Ci bepennenr cHi.o 3 IF SOLO Onercamn Liner toss Cites Taw $5,000 (1) $8.000-$9.990 1] s10.000-$24,9¢9 1] $25,000-0% MORE DESCRIPTION OF INSTRUMENT Bank of New York Mellon, Notes of 2022 HELD OR ACQUIRED BY Gruer Ci seouse Di veenoenr cH IF SOLD ner can Dues man $5,000 1 s5.000-58.999 1) $10,000-$24,999 1] $25,000-08 MORE Cinertoss DESCRIPTION (OF INSTRUMENT Hartford Life Ins. Annuity Contract #711596154 HELD OR ACQUIRED BY Orer Bi spouse Ci verenDent cHito IF SOLD One can Diner oss Guess tran $5,000 (1) $5.000-89.989 1] $10.000-824.098 1] $25,000-08 MORE COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY “Texas Ethics Commission P.O. Box 12070 Austin, Texas 78711-2070 (612)462-5e00 1-800-925-8506 BONDS, NOTES & OTHER COMMERCIAL PAPER PART 3 ii 0 porappucane List all bonds, notes, and other commercial paper held or acquired by you, your spouse, or @ dependent child during the calendar year. If sold, indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS-INSTRUCTION GUIDE. When reporting information about @ dependent child's activity. indicate the child about whom you are reporting by providing the number under which the childs listed on the Cover Sheet. 1 DESCRIPTION ‘ OF INSTRUMENT Lincoln Nat'l Life Annuity Contract #955909289 ? HELD OR ACQUIRED BY Orner SPOUSE Ci oePenenr cro IF SOLD ner cane Cress Haw ss.000 (3 ss,000-s5,008 C1 sto,000-24.959 C] $25,000-0R MORE Oiner toss DESCRIPTION OF INSTRUMENT HELD OR ACQUIRED BY | Orner Di spouse CO bepeNcENT CHILD | IF soo ner can Ciess maw 5.000 (1 ss.000-s8.999 C] si0.000-25.908 C1) $25,000-0R MORE Diner toss DESCRIPTION OF INSTRUMENT HELD OR ACQUIRED BY Orner OD seouse Ci vePenvent cHiuo IF SOLD ner caw Cites tran $5000 CJ ss000-89.999 CJ sioaon-s24.s9 [1] $25000-08 MORE Quer toss COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY ‘Texas Ethics Commission P29. Box 12070 ‘Austin, Texas 78711-2070 (512)459-5000_ 1-200-925-8506 MUTUAL FUNDS PART 4 i DD norappucaate List each mutual fund and the number of shares in that mutual fund that you. your spouse, or a dependent child held or acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. If some or al ofthe shares of a mutual fund were sold, also indicate the category of the amount ofthe net gain or loss realized from the sale. For more information, see FORM PFS~INSTRUCTION GUIDE. When reporting information about # dependent child's activity, Indicate the child about whom you are reporting by providing the number under which the childis listed on the Cover Sheet + MUTUAL FUND we Capital Income Builder Fund oy UA Sunaccormmuntrwo | rcn Goose Ljesreewroun ‘3 NUMBER OF SHARES: (Less THAN 100 [3 100 T0499 1 500 To 999 1.000 To 4.999, OPMOTUAL FUND 15.000 10 9,999 1 10.000 oR MORE «F500 Neraan "Sou 5 (tess Tuan se.000 C]$5.000-80.098 C) s10.000-s24960 5] $25.000-0R MORE Cinertoss MUTUAL FUND me Capital World Growth & Income Fund SHARES OF MUTUAL ~ HEDORAGCUIREOBY Gruen ® srouse CD) nePenoenr camo NUMBER OF SHARES Cuessranion Gwwrows Cliotows raoTossw SeNUTUAL uN 5.000 To 9.999 (11 10.000 oR MORE "F501 nero Cinercan | Press THan $5.00] $6.000-$9.999 [ s1a.000-$24,999 [] $25.000-0R MORE Onervoss NOTUNL FOND = iropacific Growth Fund [Saaesor maTuat runs SEIDORACGUIRED BY Bruen (Bsrouse Cl oerencent ceo NUMBER OF SHARES DhuesstHan too [1000499] so0To ess © 1,000 T0.4.990 SeuTost row 15.000 To 9.999 1 10.000 of MORE: (F501 CinerGan | cess aan ss000 (C)$s000-s0999 [2] s10.000-824.000 [] $75.000-08 MORE Cer L068 ‘COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY ‘Toxae Etnies Commission P.0.80x 12070 __Austin, Texas 78711-2070 (512)463-5800__1-800-325-8505 MUTUAL FUNDS PART 4 ii i norappucasie List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. if some or allof the shares of a mutual fund were sold, also indicate the category ofthe amount f the net gain or loss realized from the sale, For mote information, see FORM PFS~INSTRUCTION GUIDE When reporting information about a dependent chiki's actly, indicate the child about whom you are reposting by | providing the number under which the childs listed on the Cover Sheet. | + MUTUAL FUND wae [intentionally left blank.] 2 SHARES OF MUTUAL FUND HELD ORACQUIRED BY Oren CDisrouse CC] oerenoent cu 2 NUMBER OF SHARES Clicss thaw 100 — CJrwro4s — CJsooroses =] 1000 T0409 OF MUTUAL FUND Cso0709900 C1 10000 0RMoRE or iN soto FINETGAN | vess-mansscoo [5000-3089 (1) s10000-824.860, ) $25.000-0F MORE ner Loss MUTUAL FUND re Franklin Income Fund 1ARES OF MUTUAL FUN: Felponacaumeoer | ruse Clsrouse — Cloreenosn onto NUMBER OF SHARES ress tuaw io — CJ ora © C)s0T0 958] 1000704998, (OF MUTUAL FUND. Cs000 109.99 10.0008 MORE vFsouo Neran a Cluess tHaw'ss.000 (2) ss000-s8.998 J 510.000.824.899] $25.000-08 NORE Cinervoss TOTUAL FUND wr Growth Fund of America (ARES OF MUTUAL FUN HeIpoRAcQURGD BY Birner Blsrouse —_Coerenoenr onto NUMBER OF SHARES (LESS THAN 100 DD 100 0 499 500 To 909 1,000 T0 4,999 OeMUTUAL FUND Clsoe0t0 908 Creo. oR wore vFs0Lb ’ Oner caw (C1 Less THAN $5.000 [) $6.000~-$3.999 ] $10,000--524,999 7) $25,000-OR MORE Cnet Loss ‘COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Texas Ethics Commission P.0.60x 12070 ___Austin. Texas 78711-2070 (512) 453-5800 1-900-925-8508 MUTUAL FUNDS PART 4 Di notarpuicaste Ha List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired, if some or all ofthe shares of a mutual fund were sold, also indicate the category of the amount ofthe net gain or loss realized from the sale, For more information, see FORM PFS~INSTRUCTION GUIDE, When reporting information about a dependent chili's activity, indicate the child about whom you are reporting by providing the number under which the childis listed on the Cover Sheet 1) MUTUAL FUND rae Hartford Capital Apprec'n Fund | 2 SHARES OF MUTUAL FUND HELD ORACOUIRED BY Bienen Giseouse C1 vePenoenr cnt 3 NUMBER OF SHARES Duesstuw 0 — CJ ro roo © C)sworom 1.000 To 4.00 OF MUTUAL FUND (soc 7109909 © 1 tn000 oR MoRE 4 IFsoLD Cnet oan Oner on Ctess Tan ss.000 (1) $5.000-se.099 1] s10.000-s24,909 [ $25.000-08 MORE Ciner oss. MUTUAL FUND oe Hartford Capital Apprec'n Fund IZ ‘SHARES OF MUTUAL A HEUDORACOUIREDBY Cree Gsrouse CJ oerenoenr conn NUMBER OF SHARES tess tHaw to C100 to49@ =) sooo ee §=— A .000 Toa 99 ‘OF MUTUAL FUND Ci s000 T0998 0) 1000008 NORE TFsoub neraan Over es ess rian ss.o00 C)$5.000-80.998 C) s10.000-s24869 $25,000-0R MORE ner Loss MUTUAL FUND | - NAME | Hartford Dividend & Growth Fund | SHARES OF MUTUAL FUND neLD oRACOUIRGDBY Graze Clsrouse — CDoseenoenr sto NUMBER OF SHARES (Kuss Han 100 Coto 499 © C) st0TO889 | 1.00070 4.990 OF MUTUAL FUND 15.000 To 9,999 10,000 oR MORE TFS. NeToAN Cinercam |r ress shaw ss.oo [1 ssao0-so.000 1] s1a000-s24,000 25.000-0R MORE nerves ‘COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Texas Ethics Commission P20. 60x 12070 ‘Austin, Tex 78711-2070 (612) 483-5800 1-800-525-8508 MUTUAL FUNDS part 4 | ( notarpucasie tv List each mutual fund and the number of shares in that mutual fund thet you, your spouse, or a dependent child held or ‘acquired during the calendar year and indicate the category of the number of shares of mutual unds held or acquired. If ‘some or allof the shares of a mutual fund were sold, also indicate the category of the amount ofthe net gain or loss realized from the sale, For more information, see FORM PFS~INSTRUCTION GUIDE, ‘When reporting information about a dependent chite's activity, indicate the child about whom you are reporting by providing the number under which the childs listed on the Cover Sheet. + MUTUALFUND wow Hartford Equity Income Fund z mn AaB oRncouneor Cruse Diseouse Cl oerenvewr cto ‘3 NUMBER OF SHARES: CULES THAN 100 1 100 To 499 D500 To 999 ‘(A 1,000 To 4,999 OF MUTUALFUND CDisecoro sss» ) 19000 0R MoRE “1 NET Gar FSOLD Oner can C1 tess tHan $5.00 [] $5.000..$9.999 (7) $10,000.-§24,909 [] $25.000-OR MORE. Dnertoss UTUAL FUND Me Hartford International Growth Fund ‘SHARES OF MUTUAL FUNt ELOORACOUREDEY Grner Diseouse CD) verenoenr onto NUMBER OF SHARES ‘Chess tiantco Choro C]soorooae 1600704800 OF MUTUAL FUND 5.000 To 9,999 1 10,000 or MORE Feo. NET oan Oner can (C1LeEss THAN $5,000] $5,000--$9,999 [) $10,000.-$24,999 [[] $25,000-OR MORE. Cner toss MUTUALFUND wae Investment Company of America HARES OF MUTUAL FUND HELD ORACOUINED BY Giruer (Rsrouse CL] perenoenr crit NUMBER OF SHARES Lites Han 1co CJ tot0499§ CJ soto §=— 1.000 04.990 OF MUTUAL FUND TZ 5.000 To 9,999 © 10.000 08 MORE | SOLD Ne CONeTcAN | 7 uc5s ran ss.on0 (CJ $s000-s0.009 (] s10.000-s24.908 [1] $25.000-OR MORE Dnertoss ‘COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Texas Ethics Commission PO.80x MUTUAL FUNDS Dy norappucante 32070 ‘Austin, Texas 76711-2070 (512) 483-5800, 4-000-325-8508, PART 4 | v List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or | acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired, If some or al ofthe shares of a mutual fund were sold, {rom the sale. For more information, see FORM PFS--INSTRUCTION GUIDE, When reporting information about 2 dependent child's activity, indicate the child about whom you are reporting by providing the number under which the cl hildis listed on the Cover Sheet. Iso indicate the category of the amount of the net gainorloss realized | 4) MUTUAL FUND New Perspective Fund 2 SHARES OF MUTUAL FUND Bet OnACOUIRED BY ruc Bisrouse — Coerenoenr ono 3 NUMBER OF SHARES Cites tan 00 C)eorowe GH sooTowe C000 10.4009 OFMUTUALFUND Cisco ress 0) 10000 oR MORE + Fou AN i Oner Cluess Tuan ss.000 Cj ss000-s0.900 (1) $10.000-824.098 [] $25000-08 WORE ner toss MUTUAL FUND ar Van Kampen Comstock fund SHARES OF MUTUAL FUND AULD ORACOUIRGD BY OS rner spouse _C) bePenoenr cia. NUWBER OF SHARES Cheess riawico — Crwotow — C]s00ro (1000 TO 400 (OF MUTUAL FUND. 1 5,000 To 9,999 1 10.000 oR MoRE 0b wean (ies nseae Clsteon-miee Cleese (samo on wore Cnet toss MUTUAL FUND we Van Kampen Equity & Income Fund a SRARESOFMUTUAL FUND | Berome Cesrnwowrouo Wunen or seenes Tsenae Cwowowe Clawrow Clsscovosow 5.000 TO 9,999 (7 10.000 oR MORE Dirercan | 6 cess naan sso00 £]ss000-so.900 (1) s10.cc0-s24.000 1) s25.000-0R wore Onervoss ‘COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY ‘Texas Ethics Commission P.O. Box 12070 Toxas 78711-2070 (6124635800 _ 1-000-925-8505 MUTUAL FUNDS PART 4 vi LD soraPpucamte List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or ‘acquired during the calendar year and inicate the category of the number of shares of mutual funds hold or acquired. if ‘some or al ofthe shares of a mutual fund were sold, also indicate the category of the amount ofthe net gain orloss realized from the sale, For more information, sae FORM PFS-INSTRUCTION GUIDE, the child about whom you are reporting by When reporting information about 2 dependent child's activity, indi providing the number under which the childs isted on the Cover Sheet. + MUTUALFUND vow van Kampen Global Franchise Fund 2 SHARES OF MUTUAI REDORACOUIRGD BY (Bruce GBsrouse Ch nerenoenr cx. 3 NUMBER OF SHARES Chuesstan 100 C)roorosts —C)s00 7099 (+0000 4999 OF MUTUAL FUND C)soc0t0 ss 1 19000 oF woRE oF soup GISETGAN | Lesssmaws6cc0 C) 8000-82000 [] s10.00-so4g%0 [ $25.000-0n Hone Cnet Loss. MUTUALFUND me Van Kampen Growth & Income Fund SHARES OF MUTUA AUDoRacuuneooy Crner Tasrouse DD oerennenrcuito NUMBER OF SHARES CDuesstaav1 — taor0409 sto Tom © 1.000 104.900 OF MUTUAL FUND Clsoc010 8999 1 19900 oR WoRE IFSOLD Eineroan | 5) ess hawssono [2 s500-s9 88 [1] s10000-s24889 [$25 000-0R MORE Cnet toss MUTUALFUND = Van Kampen Mid Cap Growth Fund HARES OF MUTUAL FUND REL ORACUIRED BY Gruee Gaseouse CD oepencenr cto —___ NUMBER OF SHARES Dress tanto — Chio0T0499 — C]sooroe» [1000 T0468 OF MUTUAL FUND Cisovorossse C1 19000 oR MORE 1FSOLO 7 Fiver cnn |r vese-raan e000 [1 s5000-88,009 (1) s1000-824990 [] s5,060-08 MORE Cnet vos. ‘COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY ‘Toxae Ethics Commission P.O.80x 12070 Austin, Texas 78711-2070 (512)463-5800__ 1-800-325-8506 MUTUAL FUNDS norapeucaste PART 4 List each mutual fund and the number of shares in that mutual fund that you. your spouse, or a dependent child held or ‘acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired, If ‘some of allof the shares of a mutual fund were sold, also indicate the category of the amount ofthe net gain orloss realized from the sale, Formore information, see FORM PFS~INSTRUCTION GUIDE, ‘When reporting information about 2 dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 4) MUTUAL FUND Van Kampen Unit Trust 503, Series #19 2 SHARES OF MUTUAL FUND | MuTUAL FUND HELD OR ACQUIRED BY. Grier spouse (71 DEPENDENT CHILD 3 NUMBER OF SHARES COLESS THAN 100 100 T0499 GH 500 10.999 (1.000 To 4,999 OP MUTUAL FUND Dsow070.95% £2 room oR wore “uF SAIN soto Gere Cless THAN 5.000) ss.000-s.990 C1 s10.000-sze.009 [ $25,000-0n MORE OCinertoss van Kampen Unit Trust 506 SEP, Series #11 SHARES OF MUTUAL FUND | HELD OR ACQUIRED BY @ruer Gi srouse Ci berenpent cHito NUMBER OF SHARES Chtess tan 100) 100 T0499 [4 $00 70.980 0 1.000 10 4.999 OF MUTUAL FUND soot ses Cl roan or mone SOLD = GAIN Diner cal Cues thaw ss.000 (2) s5.000-s0.909 C] $10,000-824.009 1) $26.000-0R MORE Orertoss | MUTUAL FUND — Van Kampen Unit Trust 740 Central Equity, Ser#30 ‘SHARES OF MUTUAL FUND HELD OR ACQUIRED BY Bruce [Hseouse Ce Penoenr cu NUMBER OF SHARES Cleesstwaw 100 — CJ soor0499 Cea t0%9 8 x.000 704999 (OF MUTUAL FUND | Qsow to 9999] 10.0008 MoRE IF SOLD wn Clnercan | cess rian ss000 C)ss000-sess9 st0.000-s24.569 [1] $25.000-0R HORE ner vos ‘COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY ‘Texas Ethics Commission P.0.80%12070____Aust 1 Texas 78711-2070 (512) 463-5800 __1-000-925-8506 INCOME FROM INTEREST, DIVIDENDS, ROYALTIES & RENTS part 5 (I NotaPpLICABLE List each source of income you, your spouse, or a dependent child received in excess of $500 that was derived from interest, dividends, royalties, and rents during the calendar year and indicate the category of the amount of the income, For more information, see FORM PFS-INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by ‘providing the number under which the childs isted on the Cover Sheet, 7 ‘SOURCE OF INCOME, THEO NODES Surrey Oil Company, Inc. #10 Oakridge Cir., Texarkana, TX 75503 ? RECEIVED BY Di ruer Cisrouse Doerennenr cut ; - — AMOUNT BB ss00-s4289 C1 ss000-s9.s99 1 s10,000-s24,009 C) $25,000-08 MoRE SOURCE OF INCOME Offenhauser WDC Partnership PO Box 240, Texarkana, TX 75504-0240 RECEIVED BY Giruer Ci spouse Cl dePeNDeNT CHILD AMOUNT Bi sso0-s4.006 Ti s5.000-86.908 1] s10,000-32¢.969 1) $25,000-08 MORE SOURCE OF INCOME RECEIVED BY Crruer (spouse, Ci vee enoeNs cH.o AMOUNT O ss00-s4.099 Oj s5000-85.999 (1) s10.000-s24,009 [1] $25,000-08 MORE COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY “Texas Ethies Commission 2.0. Box 12070 ‘Austin, Texas 78711-2070 (612)463-5500 1-800-925-8508, NOTAPPLICABLE PERSONAL NOTES AND LEASE AGREEMENTS PART 6 Identify each guarantor of a loan and each person or financial institution to whom you, your spouse, or @ dependent child had a total financial labilty of more than $1,000 in the form of a personal note or notes or lease agreement at any time during the calendar year and indicate the category of the amount of the lability. For more informa- tion, see FORM PFS--INSTRUCTION GUIDE. ‘When reporting information about a dependent chils’s activity, indicate the child about whom you are reporting by providing the number under which the childs listed on the Cover Sheet 7 PERSON OR INSTITUTION HOLDING NOTE OR LEASE AGREEMENT LIABILITY OF Orner O spouse Coe enoent cHi.o GUARANTOR none AMOUNT Us1.000-$4.080 (Ci s5.000-s9.909 1] s10.000-s24.89 [1] $25,000.08 MORE PERSON OR INSTITUTION HOLDING NOTE OR LEASE AGREEMENT LIABILITY OF Cruse Oi srouse (Di verencent HUD GUARANTOR AMOUNT Di s1.000-s4.990 Ci ss.000-s0.909 C) $10,000-824.969 C] $25,000-0F MORE. PERSON OR INSTITUTION HOLDING NOTE OR LEASE AGREEMENT LIABILITY OF Crner DO srouse Cloerencent cho GUARANTOR AMOUNT (D s1.000-s6.999 Ci s5000-s9.909 1) $10.000-824,909 1] s25,000-08 MORE COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY “Texas Ethics Commission P.0.B0x 12070 Au 1 Texas 78711-2070 (512) 453-5800 1-800-325-8506 INTERESTS IN REAL PROPERTY part TA | i CO norappucaate Deseribe all beneficial interests in real property held or acquired by you, your spouse, of a dependent child during the Calendar year. ifthe interest was sol, also indicate the category of the mount ofthe net gain or loss realized fromthe sale, | For an explanation of “beneficial interest” and other specific directions for completing this section, see FORM PFS INSTRUCTION GUIDE, When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the childis isted on the Cover Sheet 7 HELD OR ACQUIRED BY Oruer Ci srouse Ci bePenoen cHILo | 7 STREETADDRESS SET EGRESS NENG COO, MOTTE OC woravnsse [Intentionally left blank.] (1 oneck i riers Home AoDRess | 3 DESCRIPTION ‘MEER OF LSS GR SERGE IN TANG OF COV ERE LOOTED | Qurs Drcres * NAMES OF PERSONS RETAINING AN INTEREST Clnorarpuicasce ISEVEREDMINERAL TEREST) “ie sow Liner caw Guess ruanss.c00 [) s5.000.89.988 [) s10.000~824,999 [] $25,000.08 MORE Dineross HELD OR ACQUIRED BY Bruce ‘B spouse CO DePENDENT CHILD. STREETADDRESS ‘STRGET ADDRESS WILUDNGETY COUNT DSTATE BB noravatamce Di oneck river's nome anoress "ROVGER GF LOTS OR RES AND KANE OF COUNTY WERE \GEATED DESCRIPTION Doors 193.7 acres in Hibbs HRS, A-929, Bowie County, Texas. Hrcres NAMES OF PERSONS RETAINING AN INTEREST See attached list styled "Pine Seedlings." Ci orappuicasie ISEVEREC MINERAL WTEREST iF SOLD Diner caw Qreross LESS THAN $5,000 C1 $5,000-$9.989 [) $10.000-$24,989 (1) $25.000-08 MORE COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Part 7A Attachment to Josh R. Morriss, III, Personal Financial Statement, for 2009: Co-owners of 193.7 acres in Hibbs HRS, Bowie County, Texas ("Pine Seedlings" Property): Rita M. Morriss, William 0. Morriss, Estate of Jackie G. Morriss, Don N. Morriss, Independent Executor, Don N. Morriss, Diana B. Morriss, Josh R. Morriss, III. ‘Texas Ethics Commission P.O.Box 12070 ___ Austin, Texas 78711-2070 (612)463:5800 1-800-325-8505, INTERESTS IN REAL PROPERTY PART 7A Cy norappucasie aii Describe all beneficial interests in real property held or acquired by you, your spouse, or a dependent child during the ‘calendar year. If the interest was sold, also indicate the category of the amount of the net gain or loss realized from the sale. For an explanation of "beneficial interest” and other specific directions for completing this section, soe FORM PFS INSTRUCTION GUIDE, i ‘When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet, 7 HELD OR ACQUIRED BY Breer G& spouse. (DD oerenpenr cHiLD 2 STREETADDRESS STAGEY ADDRESS, WALD CY. COUNTY, MOSTATE Te noravinasce (Cl cweck i riers Howe ADDRESS 3 DESCRIPTION Ours Min'l int. in Liberty Bylau Well #2, Bowie County, Texas LBacres “ NAMES OF PERSONS RETAINING AN INTEREST NOT APPLICABLE (SEVERED MINERAL ATEREST) * ie solo Orercun Clues taanss.coc C1] s5.000-s9.500 C1] st0.000-s24,009 C s25.000-oRMORE Cnersoss: HELD OR ACQUIRED BY BB ruer Ui spouse Cl oerenoenr creo STREETADDRESS ‘SIRGET ADDRESS, ELUDHGGTY. COUNTY MDSTATE rotavaaaoe Bi creo riteR's Home ADRESS ‘Novae OF LOTS OR ACRES ANG NAUE = COUNTY ERE LECHTED DESCRIPTION Ducts Min'l int. in 6 lots, original Talco mineral int. (acres in Titus County, Texas. NAMES OF PERSONS RETAINING AN INTEREST versonucane a ISEVERED WINERAL INTEREST) IF SOLD ner cans Bites thaw $5000 C] s5.00-se.9e0 C1] sto.000-sz4.999 ) s25,000-0R MORE Greross COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Twas Ethics Commission P.0. 80x 12070 ‘Austin, Texas 7711-2070 1512) 453-5800 _ 1-800-325-8506 INTERESTS IN REAL PROPERTY PART 7A DD norappuicasis Describe all beneficial interests in real property held or acquired by you, your spouse, or a dependent child during the calendar year. Ifthe interest was sold, also indicate the category of the amount of the net gain or loss realized from the sale. For an explanation of "beneficial interest” and other specific directions for completing this section, sce FORM PFS INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the childs listed on the Cover Sheet. * HELD OR ACQUIRED BY Gruer spouse (Cl ocPeNoeNt CHILD 7 STREETADDRESS rae AGREE NENUONE GT COT NOSTATE Ci toravanaste ME «2.22202, 1x 75503 HECK FFuERS HOME ADDRESS | (Bowie County) ~ "MUAIDER OF UCTS OR ACRES AND NAME OF COUNTY WHERE LOCATED 5 DESCRIPTION iors Personal residence on one lot in Lakeridge Estates. Lacees Texarkana, Bowie County, Texas 4 NAMES OF PERSONS RETAINING AN INTEREST Ci nor arcane {SEVERED MINERAL INTEREST) * soo Oneroan Guess tHanss.000 (1) s5.000-s0,00¢ 1 s10.000.824.999 1) s25,000-0R MORE Bneross HELD OR ACQUIRED BY Brun seouse Doerennent cH STREETADDRESS SHREET AGORESS RELUDNTOTY COUNTY OSTA 203, 205, 211, 213, 215, 217, 219, 221, rotamnners & 223 W Broad St., Texarkana, Bowie County, Texas. Bl check iF Les Home AooRESs "NOMGER OF LTS OR ACRES AND NAWE OF COUNTY WHERE LOCATED DESCRIPTION TReors 9 lots in 200 block of W Broad Street, Texarkana, Dacres Bowie County, Texas. NAMES OF PERSONS RETAINING AN INTEREST Dnorsprucasce (SEVERED RERALINTEREST) IF SOLD ner oan Cites Taw ss.000 1 s5000-$9.999 (1) s10.000-S24,009 1 28.000-0R MORE Cneross COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Texas Ethics Commission P.0.80x12070___Auetin, Texas 78711-2070 (512) 489-5800 _ 1-800-325-0506 INTERESTS IN BUSINESS ENTITIES Part 7B C1 norapeucase i Describe all beneficial interests in business entities held or acquired by you, your spouse, or a dependent child during the calendar year. Ifthe interest was sold, also indicate the category of the amount ofthe net gain ar loss realized from the sale. For an explanation of “beneficial interest” and other specific directions for completing this section, see FORM PFS INSTRUCTION GUIDE, When reporting information about a dependent chilt's activity, indicate the child about whom you are reporting by Providing the number under which the childs listed on the Cover Sheet HELD OR ACQUIRED BY Grier Gi spouse (DEPENDENT CHILD 3 eS DESCRIPTION ‘Gil ieneck it Frers Home Acdress) oR Morriss, Jr., Family Limited Partnership ME 22202 2x 75509 le soi ner can Ctess thaw 5.000 1 s5000-s8.s88 C) s10.000-826.999 11 s25.000-08 MORE (ner Loss wewonacaureosy | giruen (i cerencexr ono DESCRIPTION Bt sa Waggoner Creek Crossing, L.P. MEE © <222ne. 1x 75502 F500 Dneroan Cites ruaw'ss.o00 1 ss.000-se.e09 0) sto.c00.s24.9s9 1] $25,000-0R MORE Cinertoss neworacauirepey | ginuen srouse Th oerenoenr vo DESCRIPTION Bee seen Waggoner Creck Croseing IT, L.P. iF sou Der can Cltess rHaw $5,000 Cl ss.000-89.999 C) st0.000-s24999 1] 2500008 Mone Oner Loss COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Texas Ethies Commission P.0.Box 12070 __ Austin. Texas 78711-2070 (612)469-5800 _ 1-800-925-8808 INTERESTS IN BUSINESS ENTITIES part 7B norappucaste o Describe all beneficial interests in business entities held or acquired by you, your spouse, or a dependent child during the calendar year. {the interest was sold, also indicate the category of the amount ofthe net gain or loss realized from the sale. For an explanation of "beneficial interest” and other specific directions for completing this section, see FORM PFS~ INSTRUCTION GUIDE. ‘When reporting information about a dependent chili’s activity, indicate the child about whom you are reporting by providing the number under which the childs listed on the Cover Sheet |" HELD oR ACQUIRED BY Bener OD seouse Cl DePeNoenr cot 2 Tame RES DESCRIPTION Chora re re Aces) Offenhauser WDC Partnership PO Box 240, Texarkana, TX 75504 3 iF sow 5 ner ean Ciess tan ss.o00 Ci $8.000-s3.689 1 stac00-s249s0 1) s25.000-0R WORE Caerioss HELD OR ACQUIRED BY @rner spouse DEPENDENT CHILD DESCRIPTION [rome tare oe Aceee South Cowhorn Creek Partners, Ltd. 215 Main St., Texarkana, TX 75501 F SOLD ner oan Guess thaw $5,000 1 s8.000-$9,989 1] $10,000-824.099 1] $25,000-0R WORE CO ner toss HELD OR ACQUIRED BY Orwer Cspouse (DEPENDENT CHILD Tag 0 Noone DESCRIPTION Claes me aoe IF SOLD ner eam Cues raw ss.o00 C2) ss000-se.069 C) sra0c0-s24.os9 1] szs.co0-on mone CO nertoss COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Tetos Ethies Commission P.0.80%12070 __ Austin. Texas 76741-2070 (512-469-5800 _1.00-925-8506 GIFTS PART 8 [B noraPpucaste, Identity any person or organization that has given a gift worth more than $250 to you, your spouse, ora dependent child, and describe the gift. The description ofa gift of cash or a cash equivalent, such as a negotiable instrument or git certificate, must include a statement of the value of the gif. Do not include: 1) expenditures required to be reported by a person required to be registered as a lobbyist under chapter 305 of the Government Code; 2) poltical contributions reported as required by law; or 3) gits given by a person related to the recipient within the second degree by consanguinity or affinity. For more information, ‘500 FORM PFS-INSTRUCTION GUIDE, When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which tne childs listed on the Cover Sheet. 7 ERS DONOR * RECIPIENT Orter O srouse CO) berenvenr cHto DESCRIPTION OF GIFT DONOR RECIPIENT Orie O spouse (CI DEPENDENT CHILD DESCRIPTION OF GIFT TERRES DONOR RECIPIENT Cree Ci srouse Coerenoenr ciao DESCRIPTION OF GIFT COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Texas Ethics Commission TRUST INCOME NOTAPPLICASLE P.O, 80x 12070 ‘Austin, Texas 78711-2070 612) 483-5800 _ 1-800-325-8505 PART 9 Identity each source of income received by you, your spouse, or a dependent child as beneficiary of a trust and indicate the Category of the amount of income received. Also identity each asset of the trust from which the beneficiary received more than $500in income, ifthe identity of the assetis known. For more information, see FORM PFS--INSTRUCTION GUIDE, ‘When reposting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet SOURCE ? BENEFICIARY Oruer Osrouse Ci berencent crt a INCOME Dhuess tuawss.o00 (1$s.000-$9999 C) sta.000-sz4.s99 (2 $25,000-on Mone * ASSETS FROM WHICH OVER $500 WAS RECEIVED D usenovm SOURCE BENEFICIARY Cruen Ol spouse Cl osrenoen crit i INCOME hess than $5,000 1] $5.000-89.998 [1 $10,000-$24,008 7] $25,000-OR MORE ASSETS FROM WHICH OVER $500 WAS RECEIVED C1 unknown r TavEor RT 1 SOURCE | BENEFICIARY Oruer Ciseouse DoePenpent cHito, INCOME Cites Tuan $5000 (1) $5.000-88.999 7} s10,000-824,999 1 $25,000-08 MORE ASSETS FROM WHICH OVER $500 WAS RECEIVED } Cunanovne EEE S=areeesese———— COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY ‘Texas Eves Commission P20. Box 12070 ‘Austin, Texas 78711-2070 (512) 469-5800 _ 1-200-325-8506 BLIND TRUSTS PART 10A [Bl NoTAPPLICABLE Identify each blind trust that complies with section 572.023(c) of the Government Code, Seg FORM PFS~INSTRUCTION | GUIDE When reporting information about a dependent child's activity, indicate the child about whom you at providing the number under which the childs listed on the Cover Sheet reporting by 1 NAME OF TRUST 2 eS TRUSTEE . - BENEFICIARY Orwer O spouse Cl bePeNpENT CHD 4g KET VALUE | AIR MARKE Cliess rian ssoc0 C)s5.000-s5,509 C)s10.000-824.909 [1 s2s.000-0R MORE ® DATECREATED NAME OF TRUST Trust aR NEFICIARY BENEFICIAR Orne UO srouse Coerenoenr cso FAIR MARKET VALUE Bluess ian ssoc0 C1 ss000-se59 sto.000-s24000 1 s26.000-08 MORE DATE CREATED NAME OF TRUST ae ‘TRUSTEE RY BENEFICIA Cruse Ciseouse oepenenr oxo E "AIR MARKET VALUE (Cl tess THan $5,000 [1] $5.000-s9.999 [1] $10,000-$24.999 [-] $25,000-OR MORE DATE CREATED COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY “Texas Etnies Commission P20. 80x 12070 Austin, Texas 78711-2070 (612) 463-6900 1-900-925-8505 TRUSTEE STATEMENT ParT 10B | ‘An individual who is required to identify a blind trust on Part 10A of the Personal Financial Statement must submit a statement signed by the trustee of each blind trust listed on Part 10. The portions of section $72 023 of the Government Code that relate to bling trusts are listed below. 4 NAME OF TRUST 2 TRUSTEE NAME 2 FILER ON WHOSE wane BEHALF STATEMENT ISBEING FLED “ TRUSTEE STATEMENT | affirm, under penalty of perjury, that | have not revealed any information to the beneficiary ofthis, trust except information that may be disclosed under section 572.023 (bX) of the Government Code and that fo the best of my knowledge, the trust complies with section 572.023 of the Government Code. Signature '§ 572.023. Contents of Financial Statement in General {b) The account of financial activity consists of: (8) identification of the source and the category of the amount of allincome received as beneficiary of a trust, other than a bind trust that complies with Subsection (c), and identifcation of each trust asset, known to the beneficiary, from which income was received by the beneficiary in excess of $500; (14) identineation of each blind trust that complies with Subsection (), including: (A) the category ofthe faic market value of the trust; (©) the date the trust was created; (C) the name and address ofthe trustee: and (O)a statement signed by the trustee, under penalty of perjury, stating that: (the trustee has not revealed any information tothe individual, exceptinformation that may be disclosed under Subdivision (8): and (id tothe best of the trustee's knowledge, the trust complies with this section. (©) For purposes of Subsections (b)(8) and (14), a blind trust isa trust as to which: (1) the trustee: (Ais a disinterested party; (8) isnotthe individual: (C)is not required to register as a lobbyist under Chapter 305; (D)is not a public offcer or public employee; and (€} was not appointed to public office by the individual or by a public officer or public employee the individual supervises, and (2) the trustee nas complete discretion to manage the trust, including the power to dispose of and acquire trust assets without consulting or notifying the individual. (@) Ifa blind rust under Subsection (c)s revoked while the individual is subject to this subchapter, the individual must file an. ‘amendment tothe individual's most recent nancial statement, disclosing the date of revocation and the previously unreported | value by category of each asset and the income derived from each asset ‘Texas Ethics Commission 2.0. Box 12070 Au ASSETS OF BUSINESS ASSOCIATIONS Part 11A Ti norarrucaaue In, Texas 78711-2070 (612)465.5800__ 1-800-925-0506 Describe all assets of each corporation, firm, partnership, limited partnership, limited liability partnership, professional corperation, professional association, joint venture, or other business association in which you, your spause, or adepen- dent child held, acquired, or sold 50 percent or more of the outstanding ownership and indicate the category of the amount ofthe assets. For more information, sae FORM PFS-INSTRUCTION GUIDE ‘When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the childs listed on the Cover Sheet. * susiness Gh cat Fars me Aeon) ASSOCIATION Waggoner Creek Crossing II, L.P ME) ex

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