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Annual Report for Calendar 2017 (Amendment 1)
The Honorable Dean Heller (Heller, Dean)
Filed 07/16/2018 @ 5:02 PM
I certify that the statements I have made on this form are true, complete and correct to the best of my knowledge and belief.
I understand that reports cannot be edited once filed. To make corrections, I will submit an electronic amendment to this report.
I omitted assets because they meet the three-part test for exemption.
2.7 PASADENA CALIF ELEC RV Government Spouse $100,001 - Interest, $2,501 - $5,000
Rate/Coupon: 4.0% Securities $250,000
Matures: 06/01/19 Municipal
Security
Security
2.8 Asset
ROSEVILLE CALIF JT UN Asset Type
Government Owner
Spouse Value
$100,001 - Income Type
Interest, Income- $5,000
$2,501
Rate/Coupon: 4.0% Securities $250,000
Matures: 08/01/19 Municipal
Security
2.9 SAN MATEO CNTY CALIF Government Spouse $50,001 - Interest, $2,501 - $5,000
Rate/Coupon: 4.0% Securities $100,000
Matures: 09/01/19 Municipal
Security
2.10 AZUSA CALIF UNI SCH DIST Government Spouse $50,001 - Interest, $2,501 - $5,000
Rate/Coupon: 4.0% Securities $100,000
Matures: 07/01/20 Municipal
Security
2.11 SOUTHERN CALIF PUB PWR Government Spouse $50,001 - Interest, $2,501 - $5,000
Rate/Coupon: 4.0% Securities $100,000
Matures: 07/01/20 Municipal
Security
2.12 MONTEREY PENINSULA CALIF Government Spouse $50,001 - Interest, $1,001 - $2,500
Rate/Coupon: 4.0% Securities $100,000
Matures: 08/01/20 Municipal
Security
2.13 LOS RIOS CALIF CMNTY Government Spouse $50,001 - Interest, $1,001 - $2,500
Rate/Coupon: 4.0% Securities $100,000
Matures: 08/01/21 Municipal
Security
2.14 SIERRA CALIF JT CMNTY Government Spouse $50,001 - Interest, $2,501 - $5,000
Rate/Coupon: 4.0% Securities $100,000
Matures: 08/01/21 Municipal
Security
2.15 CALIFORNIA ST DEPT WTR Government Spouse $15,001 - Interest, $1,001 - $2,500
Rate/Coupon: 4.0% Securities $50,000
Matures: 12/01/22 Municipal
Security
2.16 Los Angeles CA MTA SLS Government Spouse $50,001 - Interest, $2,501 - $5,000
Rate/Coupon: 5% Securities $100,000
Matures: 07/01/2019 Municipal
Security
Security
2.17 Asset
California EDL FAC Authority Asset Type
Government Owner
Spouse Value -
$50,001 Income Type
Interest, Income- $5,000
$2,501
Rate/Coupon: 5% Securities $100,000
Matures: 05/01/2021 Municipal
Security
2.18 San Mateo CA UN Government Spouse $50,001 - Interest, $2,501 - $5,000
Rate/Coupon: 5% Securities $100,000
Matures: 09/01/2019 Municipal
Security
2.19 Santa Ana CLG Government Spouse None (or Interest, $2,501 - $5,000
Rate/Coupon: 4% Securities less than
Matures: 08/01/2017 Municipal $1,001)
Security
2.20 Calif ST DWR CENT VY PJ Government Spouse $15,001 - Interest, $201 - $1,000
Rate/Coupon: 4% Securities $50,000
Matures: 12/01/2022 Municipal
Security
2.21 BAKERSFIELD CA WASTEWATER Government Spouse $50,001 - Interest, $1,001 - $2,500
REV SER A Securities $100,000
Rate/Coupon: 5.0% Municipal
Matures: 09/15/2018 Security
2.22 LOS ANGELES CA HBR DEPT REV Government Spouse $15,001 - Interest, $1,001 - $2,500
SER A Securities $50,000
Rate/Coupon: 5.0% Municipal
Matures: 08/01/2020 Security
2.23 SAN FRANCISCO CA CITY & Government Spouse $50,001 - Interest, $2,501 - $5,000
COMMUNITY Securities $100,000
Rate/Coupon: 5.0% Municipal
Matures: 06/15/2022 Security
2.24 OAK GROVE CA SCHOOL Government Spouse $15,001 - Interest, $201 - $1,000
DISTRICT Securities $50,000
Rate/Coupon: 5.0% Municipal
Matures: 08/01/2022 Security
2.34 WEST VY MISSION CMNTY Government Spouse $50,001 - Interest, $1,001 - $2,500
COLLEGE DIST CA Securities $100,000
Rate/Coupon: 4.0% Municipal
M t 08/01/2027 Security
Matures: 08/01/2027 Security
Asset Asset Type Owner Value Income Type Income
3 Richard P. Brombach Qualified Trust Spouse
Personal Residence Trust General
Filer comment: 33.333% Beneficial Trust
Ownership of residential real
property in Trust.
3.1 Residential real property Real Estate Spouse $500,001 - Rent/Royalties, $15,001 - $50,000
Description: Single family home Residential $1,000,000
(Palos Verdes Estates, CA)
4 Heller Hay Farm Farm Joint $1,000,001 Rent/Royalties, $50,001 - $100,000
Description: 184.9 Acres, 121.2 - Other, (Hay Other $80,385.00
acres in production (Hudson $5,000,000 Sales and Rent
Aurora Road, Smith, Nevada) received)
5 Whole Life Insurance Life Self $100,001 - None, None (or less than $201)
Provider: Mass Mutual Insurance $250,000
Whole
6 Whole LIfe Insurance Life Child $50,001 - None, None (or less than $201)
Provider: Mass Mutual Insurance $100,000
Whole
7 BETTY JEAN BROMBACH Trust Spouse
QUALIFIED PERSONAL General
RESIDENCE TRUST Trust
Filer comment: 33.333% Beneficial
Ownership of residential real
property in Trust.
7.1 Residential Real Property Real Estate Spouse $500,001 - Rent/Royalties, $15,001 - $50,000
Description: Single Family Home Residential $1,000,000
(Palos Verdes Estates, CA)
8 State of Nevada Retirement Fund Retirement Self $50,001 - None, None (or less than $201)
Plans $100,000
Defined
Benefit
Pension
Plan
Part 5. Gifts
Did you, your spouse, or dependent child receive any reportable gift during the reporting period? No
Part 6. Travel
Did you, your spouse, or dependent child receive any reportable travel? No
Part 7. Liabilities Amended
Did you, your spouse, or dependent child have a liability worth more than $10,000 at any time? Yes
Rate
# Incurred Debtor Type Points (Term) Amount Creditor Comments
1 2010 Joint Mortgage 0 4% $500,001 - Bill E. & Sharon Range shows highest amount owed in calendar
(10 $1,000,000 Carlson Trust year 2017. Below $500,001 at end of calendar
Years) Washoe Valley, year 2017.
Nevada
2 2013 Joint Mortgage 0 4% $500,001 - Bill E. & Sharon -
(10 $1,000,000 Carlson Trust
Years) Washoe Valley,
Nevada
Part 8. Positions
Did you hold any outside positions during the reporting period? No
1 Jan State of Nevada Retirement Continuing participation in an employee benefit Periodic withdrawals from available funds.
1989 Fund plan
Carson City, NV