Farris_Joseph (Jerome)_J

Transcription

1 Farris_Joseph (Jerome)_J

2 Page 2 of7 5/12/2009 III. N 0 N-INVESTMENT IN CO ME. (Reporting individual and spouse; see pp of filing instructions.) A. Filer's Non-Investment Income [Z NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouse's) I. 4. B. Spouse's Non-Investment Income - If you were married during any portion of the reporting year, complete this section. (Dol/ar amount not required except for honoraria.) [Z NONE (No reportable non-investment income.) SOURCE AND TYPE I. 4. IV. REIMBURSEMENTS - transportation, lodging, food, entertainmenl (Includes those to spouse and dependent children: see pp of filing instructions.) D NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED I. UC Davis Law School April 18-20, 2009 Sacramento Moot Court Competition Transportation, meals, hotel 5.

3 Page 3of7. 5/12/2009 V. GIFTS. (Includes those to spouse and dependent children; see pp. 28-3I of filing instructions.) [Z NONE (No reportable gifs.) SOURCE DESCRIPTION VALUE I. VI. LIABILITIES. (Includes those of spouse and dependent children; see pp of filing instructions.) D NONE (No reportable liabilities.) CREDITOR DESCRIPTION VAI.UECO DE I. Chase Manhattan Mortgage on Rental Property #I, Poulsbo, WA (Part VII, Line I) J Wachovia Mortgage on Rental Property #7, Atlanta, GA (Part, VII, Line 5) L 4.

4 Page 4of7 Farris, Jose)1 (Jerome) J. 5/12/2009 VII. INVESTMENTS and TRUSTS - 0 NONE (No reportable income, assets, or transactions.) income, value, transactions r1nc1udes those of spouse and dependent children; see PP of filing mstructions.j A. B. c. D. Description of Assets Income during Gross value at end of Transactions during reporting period (including trust assets) reporting period reporting period (I) (2) (I) (2) (I) (2) (3) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell, Month - Code2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (J-P) (A-H) (if private (Q-W) (4) (5) transaction) I. Rental Property # l, Poulsbo, WA D Rent N w Rental Property #2, Seattle, WA D Rent N w Rental Property #3, Montego Bay, Jamaica None N w 4. Rental Property #4, Kent, WA D Rent N w 5. Rental Property #7, Atlanta, GA c Rent M w 6. Charles Schwab Stock Portfolio: 7. Microsoft None K T 8. ICOS None K T 9. Pacific Northwest Bank/Wells Fargo None J T JO. AT&TCorp. None J T 11. AT&T Corp None J T 1 Tricon Global Restr. None J T 1 Intel Corp. None J T 14. Intel Corp. None J T 15. General Electric None J T 16. Safeco Corp None J T 9123 Cash Merger 17. Hewlett Packard None J T I. Income Gain Codes: A =$ or less B4t,OOl -$500 c=s50t -$5,000 D=$5,001 - $ E=St5.00l -S50,000 (See Columns B t and 04) F=$50,001 - $100,000 G=SI00,001-$1,000,000 HI =Sl.000,001 - $5,000,000 H2 =More than $5,000,000 Value Codes J =$15,000 or less K =$15,001 -$50,000 L=$50,001 -SI00,000 M=SI00,001 -$250,000 (See Columns Cl and 03) N =$250,00 I -$500,0oo 0 =$500,001 -$1,000,000 Pl =$1.000,001-$5,000,000 P2 =$5,000,001 -$25,000,000 P3 =$25,000,001 -$50,000,000 P4 =More than $50,000,000 Value Method Codes Q =Appraisal R =Cost (Real Estate Ooly) S =Assessment T =Cash Market (See Column C2) U=Book Value V=Other W=Estimaed

5 Page 5of7 5/12/2009 VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see PP of.fling instructions.) D NONE (No reportable income, assets, or transactions.) A. Description of Assets (including trust assets) Place "(X" after each asset exempt from prior disclosure (I) B. c. D. Income during Gross value at end of Transactions during reporting period reporting period (2) reporting period (I) (2) (I) (2) (3) (4) (5) Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of Code I div., rent, Code 2 Method buy, sell, Month- Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (J-P) (A-H) (if private (Q-W) transaction) 18. Washington Federal Money Market Account A Interest J T 19. Wachovia Bank - Money Market Account (x A Interest K T ) l. Income Gain Codes: A =St,000 or less B =St,001 -$2,500 c=$2,501 -$5,000 D=$5,001 - SI 5,000 E=S15.00l -S (See Columns Bl and 04) F =$50,00 I -$100,000 G=SI00,001-$1,000,000 HI =S l,000,00 l - $5,000,000 H2 =More than $5,000,000 Value Codes J =$15,000 orless K=$ $50,000 L=$50,00l-$I 00,000 M =$100,001- $250,000 (See Columns Cl and 03) N =$250.00I - $500,000 0 =$500,001 - SI,000,000 Pl =$1, $5, P2 =$5,000,001 -$25,000,000 P3 =$25, 000,00 I $50,000,000 P4 =More th $50,000,000 Value Method Codes Q =Appraisal R =Cst (Real Estate Only) S =Assessment T =Cash Market (See Column C2) U=Book Value V=Otber W ==Estimated

6 Page 6 of7 5/12/2009 VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicatepartofreport.) Part VI Liabilities Part VII Investments and Trusts -Line 16, Safeco Corp Stock was part of a cash merger when purchased by another corporation. No funds were distributed to reporting person. -:Line 19, Wachovia Bank, Money Market Account - opened January 2008

7 Page 7 of7 Dale of Report 5/ IX. CERTIFICATION. I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of S U.S.C. app. SOI et. seq., S U.S.C. 7353, and Judicial Conference regulations. NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFI AND CRIMINAL SANCTIONS (S U.S.C. app. 104) FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United States Courts Suite One Columbus Circle, N.E. Washington, D.C