XGR Wightman SFI

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'r Frt . '308 324 6546 Page: 2113 Date: 3/26/20! 10:52:40 AM NEBRASKA POSTMARK ~ ACCOUNTABILITY AND DATE DISCLOSURE COMMISSION STATEMENT MICROfll.~7~1f§! \(f11 Q 11th Floor, State Capitol NUM~I3'gf ,t "J;) I.:,::- ,j rJ \, "f. '," OF ~ <: -.. ,,'" f\ .- ••.•.••~ ~ , P.o. Box 95086 ,.p.ImJ<;;F.U5~ O~L y Lincoln, NE 68509 FINANCIAL •. Uli) I1fclll LO fIn II : ~( (402) 471·2522 INTERESTS 1>1i: ~" •• (' -,. . ,,:.... Ht.C·.)U~llf;,lULiTV s Ilir .... r>lu.,'r-;';-· t -_I J C BEFORE COMPLETING l.· , ;)t, J::' d tL: C O/'P"'l/ ~ c; In J i V-"" '!. r READ FILING REQUIREMEN1S I NADC FORM C-1 • Candidates for designated offices and holders of designated offices and positions must file this statement. See Sections 1A and 18 of the Instructions. • Candidates (including incumbents) subject to this filing requirement must file with the Commission and with the appropriate election official (See Instructions). o DesIgnated officeholders and holders of designated positions must file this statement with the Commission annually. o Dollar values need not be report for any item, except Item 11. Persons who fails to file as required Is subiect to a civil penaltv of up to $2,000. ITEM 1 I YOUR NAME, ADDRESS AND PHONE NUMBER Name Wightman John M Telephone No. 308-324-5575 LAST FIRST MIDDLE Address 501 Fillmore, P.O. Box 100 Lexington NE 68850 STREETADDRESSOR RURAL ROUfS. CITY STATE ZIP CODE ITI;;M 2 I OCCASION FOR FILING (Check Appropriate Box) o A candidate for elective office o left office or position f8] Annual officeholder's or state employee's report o Newly appointed to office or position ITEM 3 I OFFICE HELD & TERM OF OFFICE (Incumbent elected/appointed officials and state employees. See 18 of Instructions) List the offict:)or position you currently hold which requires this filing. If you have left office, list the office you held. Office or Position: Senator Term: 01/01107 12/31/10 BEGINS ENDS Name of City, County, District, or State Agency: 36 th District ITEM 4 I OFFICE SOUGHT (Candidates only. SM 1A of instructions) List the office sought which requires this filing. Office: n/a Name of City, County, District, or State Office: ITEM 5 I PERIOD COVERED BYTHI$ STATEMENT This statement must cover ;;Iiifinancial Interests for the entire "preceding calendar year" and not just as of year-end. If you have left office, this statement must cover all financial Interests from the end of the calendar year for which you previously filed up to and including the date you left Office. 12l This statement covers the preceding calendar year Januaryt through December 31, 2008 0 Left office. this statement covers the period January 1, to (DATEYOU LEFTOF!=ICE OR POSITION) I Revised August ~OO7

Transcript of XGR Wightman SFI

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NEBRASKA POSTMARK~ACCOUNTABILITY AND

DATE

DISCLOSURE COMMISSION STATEMENT MICROfll.~7~1f§! \(f11 Q11th Floor, State Capitol NUM~I3'gf ,t "J;) I.:,::-,j rJ \,"f. ',"

OF ~ <: -.. ,,'" f \ .- ••.•.••~ ~ ,

P.o. Box 95086 ,.p.ImJ<;;F.U5~ O~L yLincoln, NE 68509 FINANCIAL •. Uli) I1fclll LO fIn II : ~ (

(402) 471·2522INTERESTS 1>1i: ~" •• (' • -,. .,,:.... Ht.C·.)U~llf;,lULiTV s

Ilir ....r>lu.,'r-;';-· t -_I J CBEFORE COMPLETING l.· , ;)t, J::' dtL: CO/'P"'l/ ~ c; In

J i V-"" '!. rREAD FILING REQUIREMEN1S

I NADC FORM C-1

• Candidates for designated offices and holders of designated offices and positions must file this statement. See Sections 1A and18 of the Instructions.

• Candidates (including incumbents) subject to this filing requirement must file with the Commission and with the appropriateelection official (See Instructions).

o DesIgnated officeholders and holders of designated positions must file this statement with the Commission annually.o Dollar values need not be report for any item, except Item 11.• Persons who fails to file as required Is subiect to a civil penaltv of up to $2,000.ITEM 1 I YOUR NAME, ADDRESS AND PHONE NUMBER

Name Wightman John M Telephone No. 308-324-5575LAST FIRST MIDDLE

Address 501 Fillmore, P.O. Box 100 Lexington NE 68850STREETADDRESSOR RURAL ROUfS. CITY STATE ZIPCODE

ITI;;M 2 IOCCASION FOR FILING (Check Appropriate Box)

o A candidate for elective office o left office or positionf8] Annual officeholder's or state employee's report o Newly appointed to office or position

ITEM 3 IOFFICE HELD & TERM OF OFFICE (Incumbent elected/appointed officials and state employees. See18 of Instructions)

List the offict:)or position you currently hold which requires this filing. If you have left office, list the office you held.Office or Position: Senator Term: 01/01107 12/31/10

BEGINS ENDS

Name of City, County, District, or State Agency: 36th District

ITEM 4 IOFFICE SOUGHT (Candidates only. SM 1A of instructions)List the office sought which requires this filing.Office: n/a

Name of City, County, District, or State Office:

ITEM 5 IPERIOD COVERED BYTHI$ STATEMENT

This statement must cover ;;Iiifinancial Interests for the entire "preceding calendar year" and not just as of year-end. If you haveleft office, this statement must cover all financial Interests from the end of the calendar year for which you previously filed up to andincluding the date you left Office.

12l This statement covers the preceding calendar year Januaryt through December 31, 2008

0 Left office. this statement covers the period January 1, to(DATEYOU LEFTOF!=ICEOR POSITION)

I Revised August ~OO7

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ITEM 6 T SOURCES OF INCOME OF OVER $1,000Income includes money or any other form of recompense constituting income under the Internal RevMue Code. (See definitions)Name and address of any source' (including an individual, buslness, I List the nature of the source's bw;lness and the nature of the services youbody of government, political subdivision or body corporate) from rendered or the circumstances under ""hich Income was received. NOT!;; 00 notwhom Income of over $1 ,000 was received. list the amount of the income.1.) See attached Exhibit A ta.)

2.) ze.)

3.) 33.)

4.} 4a.)

'NOTE: IF INCOME RESULTED FROM EMPLOYMeNT BY, OPERATION OF OR PARTICIPATION IN A PROPRIETORSHIP, PARTNERSHIP,CORPORATION OR OTHER PERSON, LIST THE SAME AS THE SOURCE OF INCOME, SLIT NOT THE PATRONS, CUSTOMERS, PATIENTS, ORCLIENTS THEREOF. I

ITEM 1 I BUSINESSES WITH WHICH YOU ARE ASSOCIATED (See definitions)Name and address of all businesses, organizations, or associations (profit and non-profit) with which yQU held a posldon of officer, director, limited liabilitycompany member, partner, or stockholder tlnd any entity in which you held a position of trustee. Such reporting Is required based on the poslncn held, noton whether income was received. You nasd not raoort business associations which are otherwise listed under Item 6.

Name and Address of Business or Organization I Nature of Association

1.) See attached Exhibit B 1a.}

2.) 29.)

3.) 3a.)

4.) 4a.}

5.) 5a.)

6.) Sa.}

7.) 7a).

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ITEM 8 IREAL PROPERTY OF THE FilER IN NEBRASKA (Real property valued at less than $1,000 and yourpersonal residence need not be renorted.)

LIst all real property /n your name or in which you have a direct ownership interest. The description required must be sufficient to identifythe location of the property, Exceptions: You need not report real estate owned by a business listed in ltern 6 or 7, your personalresIdence of real property valued at less than $1,000. Personal residence ratsrs 10 your principal dwelling-house and adjacent land usedfor house-hold purposes such as lawns and qardens.

Locatlon of Property Nature of Property(Description or Address (such as: agriCUltural,commercial, industrial, residential-rental)

Se$ attachedExhibitC

ITEM 9 IOTHER FINANCIAL INTERESTS AND PROPERTY HELD DURING THE PERIOD OF THIS STATEMENTWHICH EXCEEDED A FAIR MARKET VALUE OF $1,000 AT ANY TIME DURING THE REPORTING PERIOD

(a) List the names and addresses of the institutions in which you had checking and savings accounts and certificates of deposit.

Flnanclal lnstitution Address

SeeattachedExhibit0

(b) List the names of the issuers Ofall stocks, bonds, and government securities, not otherwise listed under Items 6 or 7.

(e) Describe other property owned or held for the production of Income not otherwise disclosed in Items 6, 7, 8 or 9(a)(b). Includeleaseholds and other interests in real estate, promissory notes and other obligations owed to you, baneflclsl interests in trusts andestates, cash value life insurance, IRAs, deferred income and retirement plans. ExceptiGln: Do not include accounts receivable,Inventory, fixtures and equipment owned or used by a business listed in Items 6 & 7 or household goods, personal automobiles andother tanaible oersonal erooenv unless such property was held primarily for sale or exchange.

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ITEM 10 ICREDITORS TO WHOM $1,000 OR MORE WAS OWED OR GUARANTEED BY YOU OR A MEMBER OFYOUR IMMEDIATE FAMILY.

Exception; Loans from a relative and land contracts which have been recorded with the County Clerk or Register of Deeds need not bereported. Accounts payable, debts arising out of retail Installment transactions or loans mace by a financial institution in the ordinarycourse of business need not be reported.

Name Address

SeeattachedExhibitE

ITEM 11 ISOURCES OF GIFTS OF A VALUE OF MORE THAN $100 RECEIVED EXCEPT GIFTS FROM RELATIVES.(See definitions)

Name and address of Donor Occupation or nature of business of Value of Gift Oescrlpticn of Gift andDonor (See Key Below) Circumstances or Occasion for

GiftNONE Choose Value:

Choose Value:

Choose Value:

Choose Value;

Choose Value:

Choose Value:

Choose Value:

Choose Value:

The monetary value of each gift shall be categorized based on the good faith estimate of the filer. For each reported gift insert in theValue column the letter which corresponds to the value category of the gift. The value categories are:

A) $100.01 to $200' Sl $200,01 to $500' C) $500.01 to $1,000; D) $1 000.01 or more.ITEM 12 ISIGNATURE OF FILER AND OATE,I hereby state that I have used all reasonable diligence in the preparation of this Statement and that to the best of my knowledge it is trueand complete.

/ll ."\ j .:d~/L~ ~c7;,-C/k ~j,'VJ J.dA'. /;tJ.oy

(SI~r9 of Fill;!r) ./ (Oate) /

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EXHIBIT A TO NADC FORM C~1

ITEM 6 - SOURCES OF INCOME OVER $1,000:

Names & Addresses Nature of Business &. Services

John M. Wightman. P.C., l.L.D.POBox 100Lexington, NE 68850

Legal servicesMedical reimbursements

Wightman & Wightman ( partnership)POBox 100Lexington. NE 68850

Building Rent, Loan RepaymentsExpense ReimbursementsRefunds

U. S. Treasury Social Security

H & W Enterprises, Inc.POBox 100Lexington, NE 68850

Rental Real EstateLoan Repayments

Gerald Lashley43870 Hwy 40Eddyville. NE 68834

Farm Rent

Dan Kotschwar d/bla! Coyote Canyon Farms, Inc.HC 70. Box 34AFarnam. NE 69029

Farm Rent

Kurk KochRoute 2, Box 76Cambridge, NE 69022

Farm Rent

Kurt KlineKline Farm Ltd Partnership75311 Road 437Lexington. NE 68850

Farm Rent

Kent Taubenheim42438 Road 751Elwood, NE 68937

Farm Rent

Rene & Micki Twohig910 10th StreetGothenburg. NE 69138

Residential Real Estate Installment SaleResidential Real Estate Rent

Dawson County Farm Servlce Agency721 E PacificLexington. NE 68850

Farm Program Payments

Roberto CejaJaime Arrodondo805 N WashingtonLexington, NE 68850

Real Estate Sale Installment Payment

H. Glenn Hyde Testamentary TrustPOBox 100Lexington, NE 66650

Farm rental income" My wife JanetWightman. is a beneficiary of this trust.Money from the trust was deposited intoour joint account

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EXHIBIT A TO NADC FORM C·1

ITEM 6 " SOURCES OF INCOME OVER $1,000:

Names & Addresses Nature of Business & Services

Consolidated Blenders, Inc.P. O. Box 147Lexington, NE 68850 Sale of alralfs

Wightman for Legi~laturePOBox 100Lexington, NE 68850

Expense reimbursementsCampaign contributions

North Star Insurance I Pinnacle AgencyBox 48Cottonwood, MN 56229-0048

Insurance claims & refundson rental property

State Farm InsuranceGerald F Jorgensen, Agent410 10th StGothenburg, NE 69138

Insurance claims & refundson rental property

Heldt & McKeone TrustGreater Lexington Installment SaleLexington, NE 68850

Real Estate Installment Sale Payment

Ken Harbison1107 Freemanlexington, NE 68850

Sale of Automobile

Doran Post & Assoc.935 W 7thLexington, NE 68850

Residential Real Estate604 F St, Gothenburg, NESale Proceeds

Doran Post & Assoc.935 W 7thLexington, NE 68850

Residential Real Estate1020 10th St, Gothenburg. NESale Proceed!,>

Ooug Long15867 W Antelope RoadHershey, NE 69143

Reimbursement of Real Estate Taxes

Wightman & Wightman Trust Accountfor Don Miller

POBox 100Lexington, NE 68850

Sale of Commercial Sl,Iilding922 Lake Avenue, Gothenburg, NE

Dixie Ackerman d/b/a The Spinning Wheel922 Lake AvenueGothenburg. NE 69138

Commercial Building Rent

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EXHIBIT B TO NADC FORM C-1

ITEM 7 - BUSINESS ASSOCIATIONS:

ORGANIZATION OFFICJ:/POSITION HELD

1, John M. Wightman, P.C., L.L.O.POBox 100Lexington. NE 68850

President I Treasurer(This corporation is a partner in the lawfirm of Wightman & Wightman)

2. Wightman & WightmanPOBox 100Lexington, NE 68850

Partner(This 1$a partnership of professional corporations. Distributionsfrom this account are distributed in p~rt to John M. Wightman, P.C.& to JOM Wightman for expenses, rent & loan payments.)

3. H & W I;;nterprises. Inc.POBox 100Lexington. NE 68850

President I Treasurer

4. John Wightman Living TrustPOBox 100Lexington, NE 68850

Trustee(This is a personal revocable: trust which holds realestate and other investments.)

5. H Glenn Hyde Testamentary TrustPOBox 100Lexington, NE 68850

Co-Trustee(This is a testamentary trust owning farm real estate.)

6. Lexington Community FoundationPO Box 422Lexington, NE 68850

Director(ThiS is a non-profit orqanlzatlon.)

7. Esther Eustler Living Trust I EstatePOBox 100Lexington. NE 68850

Co-Trustee and Personal Representative

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EXHIBIT C TO NADC FORM C-1

ITEM 8 - REAL ESTATE OWNERSHIP IN NEBRASKA:

The following properties are owned by John Wightman, Trustee of the John M. Wightman living Trust:

E 1/2 SW 1/4 of Section 18-9-20, Dawson County Nebraska (Beatty land) Agricultural real estate

1/2 Interest in 115 W 6th Street, Lexington, Nebraska Agricultural real estate(remaining 1/2 owned by Jeffrey M. Wightman)

SE 1/4 13-9-21, Dawson County, Nebraska except 30 acres sold Agricultural real estate

1/2 Interest in part of E 1/2 of Section 26-13-21, Custer County, Nebraska Agricultural real estate

1/2 Interest in NW 1/4 of Section 25-13-21, Custer County. Nebraska Agricultural real estate

1f2 Interst in 2 strips of land, each approximately 200' in width, in NE 1/4 Agricultural real estate& NE 1/4 SE 1/4 of Section 26-13-21, Custer County, Nebraska

45% Interest in Lots 2, 4 & 5, Plum Paradise Estates, Gasper County, Residential developmentNebraska (1/10th interest in this real esats owned by lexington Foundation)

1/2 interest in all of Section 22 & S 1/2 ot Section 15-6-27 Frontier County Agricultural real estateNebraska except 1, .22 acres previously conveyed(remaining 1/2 owned by Douglas & Marilyn Long)

1/2 Interest in N 1/2 & N 1/2 SW 1/4 of Section 4-7-27, Frontier County, Agricultural real estateNebarska (remaining 1/2 owned by Paul & Carlene Wightman)

1/2 interest in SE 1/4 SW 1/4 Exc 3,2A (36.32A) 3·9-20 Dawson County, Agricultural real estateNebraska (Abood) (remaining 1/2 owned by Jeffrey & Gail Wightman)

The following properties are owned by John Wightman & Janet L. Wightman, husband & wife, as Joint Tenants:

Part of N 1/2 N 1/2 of Section 3-8·23. Gosper County, Nebraska excepttracts previously deeded Lake home

Lot 7, Plum paradise Estates, Gosper County, Nebraska Residential development

The following properties are owned by Janet Wlghtma.n, Trustee of the Janet L. Wightman Living Trust:(income from rentals was deposited Into a joint account.)

501 N Fillmore, Lexington, Nebraska Personal Residence

Tract in NW 1/4 NW 1/4 Section 3-8-23, Gosper County, Nebraska Agricultural real estate

W 600' of Section 2-8-23, Gasper County, Nebraska Agricultural real estate

1/2 Interest in part of E 1/2 of Section 26-13-21, Custer County, Nebraska Agricultural real estate

1/2 Interest in NW 1/4 of Section 25-13-21, Custer County, Nebraska Agricultural real estate

1/2 Interst in 2 strips o'f land, each approximately 200' in width, in NE 1/4& NE 1/4 SE 1/4 of Section 28·13-21, Custer County, Nebraska

Agricultural real estate

S 1/2 NE 1/4; SE: 1/4 NW 1/4; part N 1/2 N 1/2 of Section 3-8·23,Gosper County, Nebraska

Agricultural real estate

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EXHIBIT C TO NADC FORM C·,

ITEM 8 - REAL ESTATE OWNE:I~SHIP IN NEBRASKA:

E 1/2 SE 1/4 of Section 3-8-23, Gosper County, Nebraska Agricultural real estate

45% Interest in Lots 2. 4 & 5, Plum Paradise Estates. Gasper County, Residential developmentNebraska (1/1 oth interest in this real esate owned by Lexington Foundation)

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ITEM 9 - OTHER FINANCIAL INTERESTS;

a. Names and addresses of institutions in which you had checking & savings accounts:

TierOne Bank 110 W. 7th Street Lexington, Nebraska

b. List names of issuers of all stocks, bonds and government securities not shownunder Items 6 & 7:

Stock in Midwest Holding, Inc. 1540 S 70th Lincoln. Nebraska

Ameritrade, POBox 2209, Omaha, NE 68103

Edward Jones 709 N Washington Lexington, NE 68850

c. Other property:

Cash value in insurance policies with:New York Life POBox 922Northwestern Mutual POBox 512

New York, NY H)159Cambridge, NE 69022

SIMPLE IRA:Edward Jones 709 N Washington Lexington, Nt: 6S850

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EXHIBIT e TO NADC FORM C-1

ITEM 10 • CREDitORS TO WHOM $1,000 OR MORE IS OWED:

1 AmeritradePOBox 2209Omaha, NE 68103

John Wightman has had brokerage accounts withfunds borrowed in margin account which were paidduring 2008

2 Loans against Insurance policies:

Nsw York Ufe, POBox 922, New York, NY 10159