Kimberly Jo Mueller

2015Annual

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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

  • 13

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • add'l Info Part VII
  • add'l info Part VII
  • Eastern District Historical Society
  • Sacramento Federal Judicial Library and Learning Center Foundation
  • Federal Judicial Center
  • Glen Fan, successor Trustee
  • Golden One Credit Union
  • Mud Kansas Credit Union
  • Spring Valley Ranch
  • I «ployee (sala

As filed

Stock, [I =] — None

Partner in Spring Valley Ranch — Distribution

Real Estate. North Sacramento, CA — Rent

Bank accounts. Golden One — Interest

905) Calvert Social Investment Balance - A — Interest

Manulife 401 (k) (no control) — Interest

River City Bank accounts — Interest

Real Estate, Folsom, CA — None — Sold — add'l Info Part VII

1/2 interest in 2 Stephens Motor Yachts — None

Real Estate, Moundridge Kansas — Rent

Real Estate, Sacramento, CA — Rent

Member - Thalia, LLC — istnbution — Closed — add'l info Part VII

Exchange Funds - Asset Preservation Ine — None — Open — add'l Info Part VII

Board of Directors, ex-officio member (January 1, 2013 to present), Eastern District Historical Society

Board of Directors, ex-officio member (Fall 2012 - present), Sacramento Federal Judicial Library and Learning Center Foundation

Board of Directors, member (March 2015 - present), Federal Judicial Center

Liability — Glen Fan, successor Trustee — Real estate mortgage

Liability — Golden One Credit Union — Personal loan- paid off in 2015

Liability — Mud Kansas Credit Union — Real estate mortgage

Liability — Spring Valley Ranch — Personal Loan

Spouse's income — 2015 — I «ployee (sala

Part 111-A. Non-Investment Income. Non-reportable non-investment income was earned during the reporting period (salary from the U S Government for services

as a United States District Judge)

Part VII, Investments and Trusts. Re: Common Stock,

. The valuation was based on the per share value resulting from the federal

estate tax examination of the related shareholder who

most recent valuation available.

Part VII, Investments and Trusts. Re: Investment in real estate, Folsom, CA. The property was acquired for $1,979,856 on 11/1/05. This propety was sold on

9/3/2015 for $1,157,036, The proceeds were deposited in a qualified exchange intermediary account, also shown in Part VII, pending an exchange of real estate

which was concluded in January 2016. The taxable gain on this sale has been deferred under IRC Section 1031.

Part VII, Investments and Trusts. Re: Investment in real estate, Moundridge, Kansas. The property was acquired for $210,000 on 6/1/10.

Part VII, Investments and Trusts. Re: Investment in real estate, Sacramento, CA, A 22.65% interest in the commercial rental property was acquired on 3/14/2014

for $884,639 cash- funds were in a qualified exchange intermediary account,

Part VII, Investments and Trusts. Re: Investment in Thalia LLC, Folsom, CA. This LLC purchased a building and a partial interest in land located in Folsom, CA

on 7/3/14, No contributions were made to this LLC in 2014, Net income of $41.291 was allocated on Schedule K-1 but no cash distributions were made in 2014,

In 2015 the LLC sold the property and dissolved. Net income of $1,586 was reported on Schedule K-1 and a final cash distribution of $42,877 was received in

2015.

Part VII, Investments and Trusts. Re: Exchange Funds. The entire amount in this account was used to purchase real estate in Sacramento, CA in January 2016.

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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