Kimberly Jo Mueller

2014Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Kimberly Jo Mueller | Frix