Karen B. Molzen
2012Annual
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What was filed
38
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Center for Civic Values
- Bank of Southwest
As filed
IRA - CD at Bank of the West — Interest
Premier MMKT Shares (Roth) — Int/Div
FEQIX (IRA) — Int/Div
HMDCX (IRA) — Int/Div
HCACX (IRA) — Int/Div
Universal Life Ins. Policy (Penn Mutual) — Interest
GFAFX (Roth) — Int/Div
ANNUITY (Albanz) — None
HACAX (Roth) — Int/Div
USAA (Checking) — Int/Div
HFCCX (IRA) — None
WASAX (B/NR) — Int/Div
AADEX (Roth) — Int/Div
ALSRX (Roth) — Int/Div
ARTVX (Roth) — Int/Div
WASCX (NBR) — Int/Div
HABCX (IRA) — Int/Div
NOCRX (Roth) — Int/Div
LUV IN/BR) — Int/Div
Checking Account - CB — Interest — Closed
Sierra Co. NM Lot purchased 8/29/09 for $94.000 — None
Loan to $14 Solutions - note receivable — None — Sold (part)
BBVA Compass Account — Interest
NMEFCU Accounts — Int/Div
HFMCX (B/INR) — Int/Div
OBFVX (Roth) — None — Sold
CRMMX (Roth) — Int/Div
FGADX (Roth) — Int/Div
HGHIX (Roth) — None
IENAX (Roth) — None
ARTKX (Roth) — Int/Div
GHYYX (Roth) — Int/Div
SAMBX (Roth) — Int/Div
EIHMX (Roth) — Int/Div
NHMRX (Roth) — Int/Div
TFFYX (Roth) — Int/Div — Buy
Insured Cash (N/BR) (X) — Interest
Unsold Residence in Las Cruces NM (1999 = S190.000) — Rent
Director (as of July 2012), Center for Civic Values
Liability — Bank of Southwest — Lot loan
REGARDING PART VII:
Asset # 22 | transferred almost all of my interest in the Joan as a gift
Asset # 26 1 exchanged my shares of OBFVX for TFFYX (Asset # 36) in my Roth account.
Asset # 37 | don't believe the msured cash amount in the account had previously met the value or income level to require reporting.
Asset # 38 Appraisal in 2010
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.