Kimberly Jo Mueller
2015Annual
Ask Donna
Pull out the substance of this filing.
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.