# Frank L. Kurtz

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4362

## Record

- **Judge:** Frank L. Kurtz
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 6

## Text

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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4362. Public record. Not legal advice.