Frank L. Kurtz
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
8
investments
1
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
0
spouse income
Named parties
- YAKIMA COUNTY VOLUNTEER ATTORNEY SERVICES
- NORTHWEST BANKRUPTCY INSTITUTE
- BANKRUPTCY BAR ASSOCIATION
- BANKRUPTCY BAR
As filed
KEY BANK — Interest
AMERICAN FUNDS: CAPITAL WORLD GROWN AND INCOME FUND — Int/Div
AMERICAN FUNDS: CAPITAL INCOME BUILDER FUND — Int/Div
AMERICAN FUNDS: INCOME FUND OF AMERICA — Int/Div
ALTAGASLTD — Int/Div — Buy
CANADIAN RESLTD — Int/Div — Buy
TRANSALTA CORP — Int/Div — Buy
US BANK — Interest
DIRECTOR, YAKIMA COUNTY VOLUNTEER ATTORNEY SERVICES
Reimbursement — NORTHWEST BANKRUPTCY INSTITUTE — O4/242014.04/26/201 — SEATTLE. WA — SPEAKER AT SEMINAR — ROOM/TFOODMILEAGE
Reimbursement — BANKRUPTCY BAR ASSOCIATION — O06/200.2014-06/21/201- — WINTHROP. WA — SPEAKER AT SEMINAR — ROOM FOODMILEAGE
Reimbursement — BANKRUPTCY BAR — 100032014 — RICHLAND, WA — SPEAKER AT SEMINAR — CONFERENCE FEE
When | left my position as a judge on the Washington State Court of Appeals in 2005, | transferred some state retirement funds into an IRA. Thereafter my contact
with that IRA was limited to reporting its existence and current value on my financial disclosure report. There were no subsequent contributions or distributions.
Last year the broker who helped me establish the account contacted me for the purpose of encouraging me to purchase some stocks and he identified the source
of funds for that purpose as an account at US Bank. This was an account established within the IRA for the purpose of depositing the IRAs dividends and
interest. | surmise that the uccount had been established at US Bank in 2014, when my broker switched brokerage firms. Before 2014 the IRA's cash holdings
were identified as Money Murket-Prime Fund Daily Money Class. At any rate, | did not appreciate that the cash within the IRA was distinct and needed to
be separately reported. On October 31, 2014, as recommended by my broker, | purchased 200 shares of ALTAGAS LTD stock, 200 shares of CANADIAN
NATURAL RESOURCES LTD, and 200 shares of TRANSALTA CORP stock. On my Amended Financial Disclosure Report 1 amended subsection VII to
correctly report these transactions. Finally 1 have amended subsection V1 to delete the reference to Quicken Loans Ine because it concems a mortgage on my
home.
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.