Fredrick E. Clement
2013Annual
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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.