Cheryl R. Zwart
2015Annual
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Pull out the substance of this filing.
What was filed
40
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Dakota NE Or LLC
- Dakota NE Qtr, LLC
- Robert Van Pelt Inn of Court Lincoln, Nebraska
- UNL college of Law -- teaching
As filed
Rental Property #1 Lincoln, NE 2007 65.000 — None
Rental Property #2 Orlando, FL 2008 $142.000 — None
Farmland, Lincoln County, SD 1/3 of $219,000 102001 X -seeVIN — None — Sold — Dakota NE Or LLC
Farmland, Lincoln County, SD 1/3 of SH8,000 as of 5725/15 X see VII — None — Sold — Dakota NE Qtr, LLC
Acreage, Lincoln County, SD 4/2013 $190.000 — Rent
Disney Vacation Club, Lake Buena Vista, FL 12.000 8/1992 — None
Vanguard Total Stock Mkt Index — Int/Div — Buy
Vanguard Prime Money Market Fund X See vin — Interest
Vanguard Windsor Il Fund Inv X See VIII — Int/Div
Vanguard Target Retirement 2015 X See vi — Int/Div
Vanguard Target Retirement Income X See vi — Int
Vanguard Long-Term Bond Index X See vi — Int/Div
Vanguard Long-Term Bond Index Adm X See VIN — Int/Div
Vanguard GNMA Fund Admiral Shares X See VII — Int/Div
Vanguard Target Retirement 2010 X See vi — Ine
Vanguard Inter-Term Bond Index Adm X See VIII — Int/Div
Capital Income Builder CL A X See VIII — Int/Div
Investment Co. of America CL A X See VIII — Int/Div
Vanguard GNMA Fund Investor Shares — Int/Div
Vanguard Inflation-Protected Securities Fund Investor Shares — Int/Div
Vanguard Intermediate Term Bond Index Fund Investor Shares — Int/Div
Vanguard Long-Term Investment-Grade Fund Investor Shares — Int/Div
Vangaurd Global Equity Fund — Int/Div
Vanguard Primecap Core Fund — Int/Div
Vanguard Windsor 11 Fund — Int/Div
Vanguard Intermediate Term Bond Index Admiral Shares Fund — Int/Div
Dodge & Cox Stock Fund — Int/Div
Dodge & Cox Balanced Fund — Int/Div
Dodge & Cox Income Fund — Int/Div
Dodge & Cox Intemational Stock Fund — Int/Div
Fairholme Fund — Int/Div
USAA High Income Fund (f/k/a/ High-Yield Opportunities Fund) — Int/Div
USAA Gov't Securities Fund (f/k/a GNMA Trust) — Int/Div
USAA Income fund — Int/Div
USAA Intermediate Term Bond fund — Int/Div
LSAA Short-term Bond Fund — Int/Div
USAA Precious Metals and Minerals fund — Int/Div
USAA World Growth Fund — Int/Div
USAA Target Retirement 2040 Fund — Int/Div
USAA Target Retirement fund — hy
Inn Admimstrator--5/2013 to present, Robert Van Pelt Inn of Court Lincoln, Nebraska
Executive commuttee member--5/2011 to present, Robert Van Pelt Inn of Court Lincoln, Nebraska
Income — 2015 — UNL college of Law -- teaching — S7.800.00
Vil line 3 Under my father's will, I received a 1/3 joint interest in 80 acres of furmland (which included a farmstead), subject to a life estate, on October 1, 2001,
1 was a 1/3 owner of the remaining 73 acres subject to the life estate until May 25, 2015, The life estate ended upon my mother’s death on May 25, 2015, The
farmland was sold on December 31, 2015 to Butzer Dakota NE Quarter, LLC,
VII line 4 Under my mother's will, | received a 1/3 joint interest in 80 acres of farmland upon her death on May 25, 2015. The appraised value of the total 80 acres
on that date was $568,000. On December 31, 2015, the farmland described in line 4 (and in line 3) was sold to Butzer Dakota NE Quarter, LLC.
VII lines 8-16 My mother held amounts in each of these Vanguard mutual funds at the time of her death (May 25, 2015). To effectuate the terms of her will, my
1/3 share of each of these fund investments was transferred into a Vanguard account in my name { jointly with my husband) on 8/27/2015, with the 1/3 amount
received by me remaining in the same mutual fund choices held by my mother.
Vil lines 17-18 My mother had an Edward Jones investment account with amounts held in each of these mutual funds at the time of her death (May 25. 2015),
To effectuate the terms of her will, my 1/3 share of euch of these fund investments was transferred into an Eward Jones account in my name (pintly with my
husband) on 8/27/2015, with the 1/3 amount received by me remaining in the same mutual fund choices held by my mother.
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.