Fredrick E. Clement

2014Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Fredrick E. Clement | Frix