Fredrick E. Clement
2014Annual
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What was filed
37
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Bums Wolt
- Federal Bur Assocution (San Joaquin Valley Chapter)
- Central California Bankruptcy Association
As filed
Trust #1 — 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
Trust #2 — Int/Div
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 — Sold (part)
Pimco Real Return — Sold
Morgan Stanley Money Market
New York Life: Whole Life Policy (no control) — Int/Div
1/12 Real Prop. Int. (Vacant Land) Grays Harbor County, WA — None — Donated — Bums Wolt
Tri Counties Bank Account #1 — Interest
Tri Counties Bank Account #2 — Interest
Lawyers Mutual Insurance Company Policy na
Member (Non-Voting) Board of Directors, Federal Bur Assocution (San Joaquin Valley Chapter)
Member Board of Directors, Central California Bankruptcy Association
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 34: 1/12 interest in Grays Harbor County, Washington: title was donated to JEN for no consideration.
2013 Report, Part VII, Line 37: No accounts receivables received in 2014. That firm no longer owes the person reporting any money.
Line 33: New York Life (whole life policy): No ability to select assets invested.
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.