Fredrick E. Clement

2013Annual

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Pull out the substance of this filing.

What was filed

  • 38

    investments

  • 2

    positions

  • 3

    gifts

  • 1

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Federal Bur Assocution (San Joaquin Valley Chapter)
  • Central California Bankruptcy Association
  • Sacramento Valley Bankruptcy Forum
  • National Association of Consumer Bankruptcy Attomeys
  • Consumer Bankruptcy Attorneys
  • Nanonal Conference of Bankruptcy Judges
  • Accounts Receivable from Sale of Practice

As filed

Trust #1 — Int/Div

Trust #2 — Int/Div

American Funds- Income Fund of America A

American Funds- Investment Company of America

Franklin Funds- Franklin Income Fund

Invesco VK Comstoc

Invesco VK Equity and Income

lnvesco VK Growth and Income

Morgan Stanley Money Market Fund

Real Property (Tri-Plex) - King City, Monterey County, CA

Wells Fargo Bank Account

American Funds- Capital World Growth and Income

American Funds- Growth Fund of America A

American Funds- Income Fund of America A

American Funds- Investment Company of America A

Franklin Funds Income Fund

Invesco VK Comstoc A

Invesco Equity Income A

Invesco Growth and Income A

New York Life Retirement Annuity

Oil Painting

Wells Fargo Account #1

Wells Fargo Account #2

Gold Coins (13 oz)

IRA — Int/Div

American Funds Growth Fund of America

American Funds- Income Fund of America

First Eagle Global Fund

Invesco VK Comstoc

Pimco Real Return

Morgan Stanley Money Market

New York Life: Whole Life Policy — Int/Div

1/12 Real Prop. Int. (Vacant Land) Grays Harbor County, WA — None

Tri Counties Bank Account #1 — Interest

Tri Counties Bank Account #2 — Interest

Redding Bank of Commerce Account £1 — Interest — Closed

Accounts Receivable collected after sale of Law Practice — Int/Div

Lawyers Mutual Insurance Company Policy — Int/Div

Member (Non-Voting) Board of Directors, Federal Bur Assocution (San Joaquin Valley Chapter)

Member Board of Directors, Central California Bankruptcy Association

Gift — Central California Bankruptcy Association — Conference registration and meals with speaking at continuing education events — $690.00

Gift — Sacramento Valley Bankruptcy Forum — Conference registration and meals while speaking at conference & MCLE events — $721.00

Gift — National Association of Consumer Bankruptcy Attomeys — Conference registration — $595.00

Agreement — 2012 — Thomas H erpe -- Sale of Law Practice. Filer to receive 60% of collected accounts receivable due on date of sale

Reimbursement — Consumer Bankruptcy Attorneys

Reimbursement — Nanonal Conference of Bankruptcy Judges — October 30- November 2, 2013 — Atlanta, GeorgiaSan Diego, California — Annual Conference — Hotel

Income — 2013 — Accounts Receivable from Sale of Practice — $9464.29

1. Positions

Line 1: Filer will be the Successor Trustee for Trust #2 in the future. Filer is the beneficiary of Trusts #1 and 2, and the assets of those trusts are listed in Part VII

VIL Investments and Trusts

Line | (Trust #1): Value of Mutual Funds from Broker and real estate is Trustee's estimate,

Line 11 (Trust #2): Mutual Fund values are from Broker and all else is Trustee's estimate.

Report June 4, 2013, Line 27: Amount report was accounts receivable from law practice collected after the beginning of the reporting period but prior to sale of

the law practice. Entry removed because law practice was sold prior to

taking office

Current Report, Line 38: Filer deems this to have no value. Filer has an Errors & Omissions policy with Lawyers Mutual Insurance Company, and, by definition,

a residual ownership interest. Based on conversations with Office of

the General Counsel at Luywers Mutual, filer believes this to have no value.

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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Fredrick E. Clement | Frix