Kimberly Jo Mueller
2014Annual
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Pull out the substance of this filing.
What was filed
13
investments
2
positions
1
gifts
0
agreements
3
debts
0
reimbursements
0
income
1
spouse income
Named parties
- a
- add'l info Part VII
- add'l Info Part VII
- Eastern District Historical Society
- Sacrumento Federal Judicial Library and Leaning Center
- Sotins Kolokotroms
- Glen Fait, successor Trustee
- Golden One Credit Umion
- Mud Kansas Credit Union
- Retirement Plan distribution - John Hancock
As filed
Stock, K-——————— — — 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 (kK) (no control) — Interest
River City Bank accounts — Interest
Real Estate. Folsom — None
1/2 mterest in 2 Stephens Motor Yachts — None
Real Estate, Moundridge Kansas — Rent
Real Estate. Sacramento, CA — Rent — Buy — a
Member - Thalia, LLC — Distribution — Buy — add'l info Part VII
Exchange Funds — 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), Sacrumento Federal Judicial Library and Leaning Center
Gift — Sotins Kolokotroms — Sacramento Kings tickets. 2 games — $1,000.00
Liability — Glen Fait, successor Trustee — Real estate mortgage
Liability — Golden One Credit Umion — Personal loan
Liability — Mud Kansas Credit Union — Real estate mortgage
Spouse's income — 2014 — Retirement Plan distribution - John Hancock
Part 111-A. Non-Investment Income. Non-reportable non-mvestment 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. Re: Common Stock
The valuation was based on the per share value resulting from the federal
estute tax examination of the related shareholder who died in 1998, which is the most recent valuation available.
Part VII, Investments and Trusts. Re: Investment in real estate, Folsom, CA. The property was acquired for $1,979,856 on 11/1/05
Part VII, Investments and Trusts. Re: Investment in real estate, Moundridge, Kansas. The property was acquired for $210,000 on 6/1/10,
Part VII, Investments and Trusts. Re: Investment in real estate, Sacramento, CA. A 22.65% interest in the commercial rental property was acquired on 3/14/2014
for $884,639 cash- funds were in a qualified exchange intermediary account.
Part VII, Investments and Trusts. Re: Tnvestment in Thalia LLC, Folsom, CA, This LLC purchased a building and a partial interest in land located in Folsom, CA
on 7/3/14. The Folsom real estate (listed above) was previously subject to a ground lease with the previous owner of this building. No contributions were made to
this LLC. Net income of $41.291 was allocated on Schedule K-1 but no cash distributions were made in 2014,
Part VII, Investments and Trusts. Re: Exchange Funds. The entire amount was used to purchase the real estate located in Sacramento, CA reported on line 11.
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.