Youlee Yim You
2015Initial
Ask Donna
Pull out the substance of this filing.
What was filed
6
investments
1
positions
0
gifts
1
agreements
2
debts
0
reimbursements
2
income
0
spouse income
Named parties
- Children's Trust Fund of Oregon (non-profit organization)
- Wells Fargo Bank
- Bank of America
- Survivor income (annuity), Umiversity of California Retirement Plan
- Survivor income (annuity), University of California Retirement Plan
As filed
Trust#1
Rental Property £1, Portland, OR (See Part VIII — Rent
IRA. Fidehty S00 Index (See Part VII) — Int/Div
Oregon Growth Savings Plan, Large Cap Domestic Equity — None
Oregon College Savings Plan, Moderate Portfolio — None
Apple Inc — Int/Div
Board Member, Children's Trust Fund of Oregon (non-profit organization)
Agreement — 2004 — Oregon Public Employees Retirement System, Judges in PERS, payable upon retirement (no control over fund)
Liability — Wells Fargo Bank — Mortgage on Rental Property #1, Portland, OR (Part VII, Line 2)
Liability — Bank of America — Loan on Rental Property #1, Portland, OR (Part VII, Line 2)
Income — 2015 — Survivor income (annuity), Umiversity of California Retirement Plan — $37,291.00
Income — 2004 — Survivor income (annuity), University of California Retirement Plan — $22,992.64
Section VIL, #2: The most current county property tax assessment (for tax year ending June 30, 2016) is $449,833 (for percentage of property that is used for rental
)
Section vil, #3: In addition to tax-deferred income, the amount listed includes age-based mandatory distribution.
Section VII, #4 & #5: These funds reported no dividends or other income.
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.