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Home My WebLink AboutJan Marx - Form 700STATEMENT OF ECONOMIC INTERESTS COVER PAGE Please type or print in ink. A Public Document NAME (LAST) (FIRST) (MIDDLE) Date Received RI ED JUL 2 8 2008 SLO CITY CLERK DAYTIME TELEPHONE NUMBER MARX JAN HOWELL ( NfX INGADDRESS STREET CITY STATE ZIP CODE OPTIONAL: FAX I E -MAIL ADDRESS (Niay use business address) San Luis Obispo CA 93405 ( 1. Office, Agency, or Court Name of Office, Agency, or Court: San Luis Obispo City Council Division, Board, District, if applicable: Your Position: Candidate for Council Member no If filing for multiple positions, list additional agency(ies)/ position(s): (Attach a separate sheet if necessary.) Agency: Position: 2. Jurisdiction of Office (Check at least one box) ❑ State ❑ County of ❑X City of San Luis Obispo �® ❑ Multi- County ❑ Other Type of Statement (Check at least one box) ❑ Assuming Office /Initial Date: II ❑ Annual: The period covered is January 1, 2007, through December 31, 2007. -or- 0 The period covered is through December 31, 2007. ❑ Leaving Office Date Left: — I (Check one) Q The period covered is January 1, 2007, through the date of leaving office. -or- 0 The period covered is through the date of leaving office. ❑X Candidate 4. Schedule Summary m* Total number of pages f _ including this cover page: O* Check applicable schedules or "No reportable interests." have disclosed interests on one or more of the attached schedules Schedule A -1 IN Yes - schedule attached Investments (Less than 10% Ownership) Schedule A -2 ❑X Yes - schedule attached Investments (10% or greater Ownership) Schedule B ❑X Yes - schedule attached Real Property Schedule C ® Yes - schedule attached Income, Loans, & Business Positions (Income Other than Gifts and Travel Payments) Schedule D ❑ Yes - schedule attached Income - Gifts Schedule E ❑ Yes - schedule attached Income - Travel Payments -or- ❑ No reportable interests on any schedule 5. Verification I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date Signed — / Z, 2_0 o �, (month, da , year) Signature slatement wllh your ding FPPC Fnrm Inn tgntrrnnna% FPPC Toll -Free Helpline: 866 /ASK -FPPC SCHEDULE A -2 Investments, Income, and Assets of Business Entities /Trusts (Ownership Interest is 10% or Greater) Steven and Jan Howell Marx Living Trust dtd1 /30/05 Name San Luis Obispo CA 93405 Address Chec(r pne Trust, go to 2 ❑ Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE IF APPLICABLE, LIST DATE: 0 $2,000 - $10,000 ❑ $10,001 - $100,0oo /07 [] $100,001 - $1,000,000 ACQUIRED DISPOSED ] Over $1,000,000 NATURE OF INVESTMENT F] Sole Proprietorship ❑ Partnership YOUR BUSINESS POSITION -.- u ❑ $0 - $499 0 $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 The Vanguard Group Mutual Funds Check one box. ❑ INVESTMENT ❑ REAL PROPERTY The Vanguard Group Name of Business Entity 4C Street Address or Assessor's Parcel Number of Real Property Other *-s- y 2i t • T (-/ A, Val qua /(/r COM Description of Business Activtty gl City or Other Precise Location of Real Property FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ❑X $100,001 - $1,000,000 ❑ over $1,000,000 NATURE OF INTEREST IF APPLICABLE, LIST DATE: / 07 _/_ / 07 ACQUIRED DISPOSED ❑ Property Ownership /Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold ❑X Other mutual funds Yrs. remaining ❑ Check box if additional schedules reporting investments or real property are attached Name Law Offices of Jan Howell Marx Jan Howell Marx Name San Luis Obispo CA 93405 Check one ❑ Trust, go to 2 ❑x Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑x $10,001 -$100,000 07 -J_ /07 ❑ $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INVESTMENT Q Sole Proprietorship ❑ Partnership ❑ YOUR BUSINESS POSITION .Attorney /Owner C] $0 - $499 ❑X $10,001 - $10o,000 I] $50o - $1,o00 ❑ OVER $100,000 ❑ $1,001 - $10,000 none: estate planning practice Check one box: ❑ INVESTMENT ❑ REAL PROPERTY Name of business Entity ac Street Address or Assessor's Parcel Number of Real Property Other Description of Business Activity 2[ City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $1oo,000 _/_/ 07 __j__1_27 ] $100,001 - $1,000,000 ACQUIRED DISPOSED ] Over $1,000,000 NATURE OF INTEREST ] Property Ownership /Deed of Trust ❑ Stock ❑ Partnership ] Leasehold ❑ Other _ Yrs. remaining ] Check box if additional schedules reporting investments or real property are attached FPPC Form 700 (2007/2008) Sch. A -2 FPPC Toll -Free Helpline: 866 /ASK -FPPC SCHEDULE B Interests in Real Property (Including Rental Income) > STREET ADDRESS OR PRECISE LOCATION CITY San Luis Obispo, CA 93405 FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $10o,000 ❑X $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ❑ X Ownership /Deed of Trust ❑ Easement ❑ Leasehold T_ ❑ Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 SOURCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. Office is 14.49% of home (est fmv $600,000), thus $86,940 is fmv of home office. Name I Jan Howell Marx I > STREET ADDRESS OR PRECISE LOCATION CITY Ketchum, Idaho 83340 FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST ❑X Ownership /Deed of Trust ❑ Leasehold Yrs. remaining IF APPLICABLE, LIST DATE: 07 ACQUIRED DISPOSED ❑ Easement ❑ --- ......._ Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑X $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 SOURCES OF RENTAL INCOME: If. you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. n/a II * You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows: NAME OF LENDER' NAME OF LENDER' ADDRESS ADDRESS BUSINESS ACTIVITY OF LENDER BUSINESS ACTIVITY OF LENDER INTEREST RATE TERM (Months/Years) ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable Comments: INTEREST RATE TERM (Months /Years) % ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable FPPC Form 700 (200712008) Sch. B FPPC Toll -Free Helpline: 866 /ASK -FPPC i SCHEDULE B Interests in Real Property (Including Rental Income) STREET ADDRESS OR PRECISE LOCATION CITY San Luis Obispo, CA 93401 FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 01115 / 07 _f__I 07 ❑ $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ❑ Ownership /Deed of Trust ❑ Easement ❑ Leasehold ____ z mobile home Yrs, remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑X $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 SOURCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. mobile home rented at cost to family member. Name Jan Howell Marx > STREET ADDRESS OR PRECISE LOCATION CITY Lund, British Columbia V8A 4Z3 FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 Q $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST Q Ownership /Deed of Trust ❑ Leasehold Yrs. remaining IF APPLICABLE, LIST DATE ACQUIRED DISPOSED r ❑- Easement L� Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 0 $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 SOURCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. * You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows: NAME OF LENDER' ADDRESS BUSINESS ACTIVITY OF LENDER INTEREST RATE TERM (Months/Years) ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable Comments: NAME OF LENDER' ADDRESS BUSINESS ACTIVITY OF LENDER INTEREST RATE TERM (Months /Years) % ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable FPPC Form 700 (2007/2008) Sch. B FPPC Toll -Free Helpline: 866 /ASK -FPPC 2. LOAN RECEIVED * You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows: NAME OF LENDER` INTEREST RATE TERM (Months/Years) ADDRESS BUSINESS ACTIVITY, IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OVER $100,000 Comments: % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property ❑ Guarantor ❑ Other (Describe) FPPC Form 700 (200712008) Sch. C FPPC Toll -Free Helpline: 866IASK -FPPC w SCHEDULE C CALIFORNIA FORm Income, Loans, & Business FAIR POLITICAL Positions Name (Other than Gifts and Travel Payments) Jan Howell Marx 1. INCOME RECEIVED > 1. INCOME RECEIVED NAME OF SOURCE OF INCOME NAME OF SOURCE OF INCOME Cal Poly State University Law Offices of Jan Howell Marx ADDRESS ADDRESS San Luis Obispo CA 93407 San Luis Obispo CA 93405 BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE Higher Education law practice YOUR BUSINESS POSITION YOUR BUSINESS POSITION Spouse is partly retired faculty member attorney GROSS INCOME RECEIVED GROSS INCOME RECEIVED n $500 - $1,000 ❑ $1,001 - $10,000 $500 - $1,000 $1,001 - $10,000 ® $10,001 - $100,000 F-1 OVER $100,000 ® $10,001 - $100,000 OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED Ej Salary ® Spouse's or registered domestic partner's income ❑ Salary ❑ Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Loan repayment ❑ Sale of F-1 Sale of (Property, car, boat, etc) (Property, car, boat, etc.) ❑ Commission or ❑ Rental Income, list each source of $10,000 or more ❑ Commission or ❑ Rental Income, list each source of $10,000 or more F1 Other ® Other Attorney's fees. (Describe) (Describe) 2. LOAN RECEIVED * You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows: NAME OF LENDER` INTEREST RATE TERM (Months/Years) ADDRESS BUSINESS ACTIVITY, IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OVER $100,000 Comments: % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property ❑ Guarantor ❑ Other (Describe) FPPC Form 700 (200712008) Sch. C FPPC Toll -Free Helpline: 866IASK -FPPC SCHEDULE C CALIFORNIA FORM Income, Loans, & Business FAIR POLITICAL PRACTICES COM Positions Name (Other than Gifts and Travel Payments) Jan Howell Marx NAME OF SOURCE OF INCOME Jonah Marx ADDRESS Idaho BUSINESS ACTIVITY, IF ANY, OF SOURCE construction YOUR BUSINESS POSITION n/a GROSS INCOME RECEIVED ❑ $500 - $1,000 ® $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑ Spouse's or registered domestic partner's income Loan repayment ❑ Sale of (Property, car, boat, etc) ❑ Commission or ❑ Rental Income, list each source of $10,000 or more ❑ Other (Describe) L 1. INCOME NAME OF SOURCE OF INCOME ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑ Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Sale of (Property, car, boat, etc) ❑ Commission or ❑ Rental Income, list each source of $10,000 or more ❑ Other (Describe) LOAN RECEIVED You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows: NAME OF LENDER' INTEREST RATE TERM (Months/Years) % ❑ None ADDRESS BUSINESS ACTIVITY, IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 Comments: SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property _rep ❑ Guarantor ❑ Other (Describe) FPPC Form 700 (2007/2008) Sch. C FPPC Toll -Free Helpline: 866 /ASK -FPPC