Kimberly Jo Mueller
2016Annual
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Pull out the substance of this filing.
What was filed
12
investments
4
positions
0
gifts
0
agreements
3
debts
0
reimbursements
0
income
0
spouse income
Named parties
- add'l mto Part VII
- Alaine Galle
- add'l info Part VII
- add'l Info Part VII
- Eastern District Historical Society
- Sacramento Federal Judicial Library and Learning Center
- Federal Judicial Center
- Bethel College-North Newton Kansas
- Glen Fan, successor Trustee
- Spring Valley Ranch
- Mud Kansas Credit Union
As filed
Stock J I - See Part VUE — None
Partner in Spring Valley Ranch — Distribution
Real Estate. North Sacramento, CA — Rent
Bank accounts. Golden One — Interest
905) Calvert Social Investment Balance - A — Interest
Manulife 401 (k) (no control) — Interest
River City Bank accounts — Interest
Stephens Motor Yacht — None — add'l mto Part VII
Real Estate, Moundridge Kansas- See Part VI — None — Sold — Alaine Galle
Real Estate, Sacramento, CA - 3/14/14 See Part VIII — Rent
Real Estate, Sacramento, CA 1/27/16 — Rent — Buy — add'l info Part VII
Exchange Funds - Asset Preservation Inc — None — Closed — add'l Info Part VII
Board of Directors, ex-officio member (January 1, 2013 to present), Eastern District Historical Society
Board of Directors, ex-officio member (Fall 2012 - present), Sacramento Federal Judicial Library and Learning Center
Board of Directors, member (March 2015 - present), Federal Judicial Center
Board of Directors, member (Fall 2012 - present), Bethel College-North Newton Kansas
Liability — Glen Fan, successor Trustee — Real estate mortgage
Liability — Spring Valley Ranch — Personal Loan
Liability — Mud Kansas Credit Union — Real estate mortgage - paid off February 2016
Part 111-A. Non-Investment Income. Non-reportable non-investment income was earned during the reporting period (salary from the U S Government for services
as a United States District Judge)
Part VII, Investments and Trusts. Line | Re: Common Stock,
The valuation was based on the per share value resulting from the
federal estate tax examination of the related sharcholder who
recent valuation available.
Part VII, Investments and Trusts Line 3. Re: Investment in real estate, North Sacramento, CA. The property was sold on May 3,2017 for $700,000. The mortgage
($312,548) was paid off. The proceeds were deposited in a qualified exchange intermediary account. The taxable gain on this sale is expected to be deferred
under IRC Section 1031
Part VII, Investments and Trusts.Line 8 Re: Stephens Motor Yacht. This asset was acquired in an exchange with spouse's former parter in two Stephens Motor
Yachts, with each partner yielding to the other his 1/2 interest in one boat. No cash was exchanged.
Part VIL, Investments and Trusts Linc 9 Re: Investment in real estate, Moundridge, Kansas. The property was acquired for $210,000 on 6/1/10. 1t was sold on
2/12/16 for $252,678. Buyers' names - Craig and Alaine Galle.
Part VII, Investments and Trusts. Line 10 Re: Investment in real estate, Sacramento, CA. A 22.65% interest in the commercial rental property located on thao
Way was acquired on 3/14/2014 for $884,639 cash- funds were in a qualified exchange intermediary account.
Part VII, Investments and Trusts. Line 11 Re: Investment in real estate, Sacramento, CA. A 45% interest in the commercial rental property located on Lathrop
Way was acquired on 1/27/2016 for $1,759,369 (cash of $1,127,666 from a qualified exchange intermediary account plus mortgage assumption of $631,703).
Seller
Part VIL, Investments and Trusts Line 12. Re: Exchange Funds. The entire amount in this account was used to purchase real estate in Sacramento, CA on January
27.2016.
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.