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Judicial Watch • England Jr Morrison C – 2003

England Jr Morrison C – 2003

England Jr Morrison C – 2003

Page 1: England Jr Morrison C – 2003

Category:Federal Judges

Number of Pages:17

Date Created:February 3, 2005

Date Uploaded to the Library:January 17, 2015

Tags:Premier, Morrison, England, Growth, Estate, Gross, stock, 2003, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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hths istrid dirotrl 
EASTERN DISTRICT CAUFORNIA 
501 STREET 
SACRAMENTO, 95814-2322 
 
 
(916) 930-4205 CHAMBERS Fax {916) 9304129 
MORRISON ENGLAND, JlR. UNITED Disnucr jTIDGE: 
June 14, 2004 
Committee 
 
:::t: ....... Il. AGREEMENTS. (Ricp1orting iildividual only; see pp. 14-16 filing instructions) P10 
OJ> 
 
 NONE -(No ICp()ltable agn:cmcnts.) -:1..,, 
 
iTJ 
England, Jr., Morrison 
Ill. NONINVESTMENT IliCOME. (.Reporting individual and spouse; sec pp. 17-24 offiling instructions) Firs on-Investment bu:m NONi (No reportable non-imn:stmcnt income.) 
 
 not spouse) 2003 State California (Retirement, Superior Court Judge) 4203 
B.. Spousts Non-Investmien.t Income -(Ifyou were married during anyportion ofthe reporting year, please complete this section. {dollar amount not required except fur honoraria) ONJE (No reportable n101J-investmcnt income.} 
 
:Z003 	Phannaceutical Care Network 
:Z003 	Self-cmplO)Cll-consultant 
 
 
IV. 	Rl!lMBURSEME1U:S -transportation. lodging, food. cntcrtammcnt. 
(Incl1wlcs those spouse and dependent children. See pp. 25-27 instJUctions.) NONE (No such rcpo1tal:i1e reimbursc:nicnts.> DESCR1PIION 	lnthony Kennedy Imt olfIComt, Jocai Sacramcn1o Reimbursed expenses for American funs ofCourt Conference Philadelphia. C:haitcr 
 
England, Jr., Morrison 
 
6/10/200cscriptillllof Assets - 
reporting period reporting period 
 
(iochiiding trust asscts) uot exempt ftam 
(l} {2) (1) (2) (1) 
 
Place (X) after each asset nelllllt AmOllllt Type (e.g. Value Value Type (11.g. Date: Vahie Gain Identity liam pier disclosure Cadel div. n:nt. Code2 Method buy, sell, Month- bnyerlildlcr(A-H} iol.) (J..P) Code3 merger, Day {J-P} (A (lfpmatc{QW) redcmptioo) 1( transtian) 
 
DNONE (No rcpartablc income, assets, ballsa::lions) 
-MFSMlassachusetts Investment Trust 
 
 
RcntalPlOpcrty #2, Sacramento, C:A Rent 
IRAIH Dividend Alli:mc c:: Premier Growth Fund -Drey; Pmnicr Worldwide:: 
 
Microsoft Common stock 
-Edillon Common stock 
IRAIJ2 Dividend 
-Drcyfus Laurel FDS Fund 
 
10. 
-Drcyfus FDS Premier Balanc:cdFund 
 
ll. -MFSC:ap Opportunities 
12. -DuPon1Common stock 
 
13. -Pfizer ommonSIDck 
 
14. -W)Cth Common stock 
 
15. -Sm11 MW:ro systems Common mK:k. 
 
16. -MicrQso Common stock 
 
17. Ed1J1cationFund I. M1uns:tay FDS Equity Index Dividend lncomefGain Codes: Sl,000 less =Si,001-$2..500 $2,501-SS,OOO S5,001-Sl5,0 im.001-sso,ooo 
(See Co111111ll; imdD4) SSO,Oeic:ISllle 
(2) 
(4) 
Date: 
G!ln 
 
Value 
l!m (X) after each asset cx.cmt>I Ii-om prior disclosure 
Value Value 
Type (e.g. 
Amount Type (e.g. 
buy, sell, 
Cade div. rent. 
Codc2 MmthMet!Klcl Code2 
 
Identi11y Code 
bnyel/sdlcr(if prime 
merger, Day 
int.) 
(1-P) Codc3 
(A-H) 
Rdemptioa) 
{Q-W) (transaclion:) 
37. Wacboviia Securities Dividend 
Merger 
SS,000,000 5.00 l-550.000 lncome/Gaii:1 Codes: (Sec Col1mme: 04) 
S5,00J -$1S,000 !l.1[)00 less ,OOJ -S2.SOO 
SJ00,001-$1,000.000 =More 1han $$.000,000 Sl,000,flOl 
!S0,001-$1(10,000 Vah1e Codes: Sl5,C0ll 1or less $15,001-S.50,DOO SS0,001-SHlO.,OOO =$100.001-$250,000 
 
iSee Coliunuis and 03) !50,000-SSOO,OOO $500,001-SJ,OOO,OOO $1,000,001-$.5,000,000 55,000,001-$5.000,000 S.!S.Oi00,001-SS0,000 ,000 S.More than $50,000,000 Value MctbcK! Codes Appraisal Cost (Real Estate Only) Assessment 
Boak Value Other Estimated 
 
 
 
(1) PartVn. Hii the 2002FDR reported the ex.c:hgi: Rental Property for Rental Property which was reported Part VII, line the 202 report; bccmJSC line of1hc 2002 FDR iii longer applicable, has been omitted from the 2003 report. 
 
 
(2) Part Vll, line the 2002FDR1:qX>r!Cd 
the sale ofAmerican Products common stock; because that stock WIS sold 2002, has been omitted from the 2003 report. 
(3) Part VII, line Wachovia acquired prir company which investments were held 
-- 
(4) Part IV, Reimbursements original n:port dicalcd NONE. FffikCIAL DISCLOSURE REPORT 
England, Jr.. Morrison 
JX. CERTJFICATION. certifjf that all infonnation given above (including information pertaining spouse and minor dependent children,. any) acc1mte. true, and complete the best know!edge and belief: and that any infonnation not reported was withheld because met applicable statutory provisions permitting non-disclosure. furtbe:r c:ertify that earned bmome from outside em?loyment and Ji,onoraria and the acceptance gifts which have been reported are compliance with the provisions of5 U.S.C.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Date BEVISED/AMENIJED 
NOTE: ANY INDIVIDUALWHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Wash D.C. 20544 
 
 
 
Calendar-Year-2003 Government Act uns Pmon Rc:porting (Last name. Fast name, Middle initial) England. Jr., :t.ORTANTNOTES: The imitnu:tiom aceompanying this form must followed. Complete !111 parts, checkhtg the NONE box for c:acb part whicre you have reportable infurmation. Sign lastpage. 
POSilD()S. idhridizal only; see.pp.,_, filing instructions) __.. 
!;ll NONE ... }No 
.,,. 
fill NOllE -(No reportable agreements.) 
 
--- 
 
.----------,-..,..--------.- 
 
FJN!NClAL DISCLOSURE REPORT 	Name Person Reporting Date fReport England, Jr., Monison i/l Ii2o04 
DJ. NON-INVEST.MEi.11 JCNCOME. (Reporting individual and spouse;-see pp. 17-24 offiling instructions) Filers Non-Investment lI11com N01.lif. -(No reportable 1110111-invcstment income.) (yours. not spouses) 2()Q3 Statc ofCalifornia(Retirement, Superior CourtJudge) 	42(13 Spo1nse11s Non-InvestmE:nt ][ncome -(Jf)OU wae married during any portion ofthe reporting year, please complete this section.. (dollar amclUlt 
not requin:d except for b.onoraria) NONJC  (No reportable non-inftlS1ment income.) 
2003 	Pbmmaceutical Care Network 
2003 	Self-employed-consultant. 
 
 
(II:1cl11dcs those spouse and c!lependent childn:n. Sec pp. 25-27 ofinstructions.) NONl (No suchrcporlable.reimbmscments.) 
 GIFTS. (Includes those spatise and dependent children.. Sec pp. 28-31 ofinstructions.) NQNJ (No suchreportable gi.fts.) UA11ULITIES. (Includes 1hosc ofspouse and dependentchildren. Sec pp.J2-34 ofinstructions.) NONE (No reportable Iiiabiliitics.) 
gmm]CQR 
Wells Paq Bank CrcditCard 
FllSt USA Ban1c Credit Card 
 
 
Date 
 
VIl. INVESTMENTS and TRUSTS -income, value, transcations (includes those oflhe spoase and dcpend=it chiJdn:n. See pp. 34-57 filing instrudtiOllS.) 
-A. Gross Ylllue aid Trmisactious during reporting period Description Assets n:porting period -(ini;ludingtrust assets) cxmnpt fiom disc:losurc 
{I) {2) (1) (2) 
 
(3) (4) {S}lllacc (X) afblr eaCh asset imm;pt Amount Type (e.g. .Vllluc Value Type (e.g. Date: aluo Gain  Identity irmL pcior disclosure Codel div. R:nl. Codcl Method buy, sell. Manlh Cade Cale buyc:rlsdlcr 
redcmplion) 
(.J.P) (:ode3(Q-W) {J-P) (A-(if private tnmsildion.) 
 
(A-H) int.) Day 	 
Rcntlu Property #2. Sacramento, Dividend 
-MFS lfasiachusc:tls InvestmentTrust 
 Alliianc:e Premier Growth Fund 
 
 
-Dn::yfus Pzmnicr Worldwide -Mi1:ro11oft CommonSIDck -Ediso111 Common stock 
lRA#2 Dividend  Dn:ynis Laurel FDS Fund (X) 
10.  Drc:yii:is FDS Premier Balanced Fund 
11. -MFS Cap Opportunities 
12. DuPont Common stock 
13.  Pfizer Common stock 
14.  Wyctb Common stock 
15. Sun Common stuck 
16. Miisoft Common stock 
17. 
Educatiion Fund Dividend 
 
18. 
 Mllim;tay FDS Equity Jncb Income/Gain Codes: SUlOO less Sl,001-$2.,500 =$2,501-SS,OOO SS,001-SJS,OOO (See Cohnnns 8ndD41 SS0,,001-$100,000 Sl00,001-Sl,000,000 =Sl,000.001-SS,OOO,OOO =More than SS,000,000 Value Codes: ..000 less Sl5,00l-S50,000 SS0,001-SJOOJlOO Sll00,00 S.?S0,000 (See Cohunns ond 03) S250,000-S500,000 SS00,001-Sl,000,000 Sl,OO!J,001-SS,000,000 SS,OOO,OOJ-$25,000,000 =Cost (Real Estate Only} Asscssmcm3. Value Method Codes Appraisal 
 
.Page England, Jr MorrisonC sr11/2004 
VIl. INVl!:sTMENTS ancl Tlt.lUS -illcomc, va1ue. transcations (incbtdes 1bose the spome arui children. Sec PP 34-57 orfilins instru) 
-A. 
 
Gross value end Transactionsduring reporting period 
Description As.sols (u2clllliling trust assets} 
m-during :repartingperiod 
(1) (2) (1) (2) 
 
(S}Pllace (X} after each asset 
Amowlt Type (e.g. Value Value Type: (e.g. Date: div. nmL 
 
Value Jdmtity 
CodeL Codc2 Method buy, sell, MomhCodc2 buyed!IC!lcr 
 
(A-H) int.) 
 
(J-P) Codo.3 merger, Day (J-P) (An:dcmplion) 
(Q-W) (lfprivm 
 
tr.msac:tion) 
19. 	-Dreyfus Premier Fund 
20. 	 
-Alli2me1: Premier Fund 
 
21. 	 
Retiremcnt#l Dividend -Col1anl:daBalanccd Fund 
 
 
23. 	 
-Cohunllia Growth Fund 
 
24. 	 
-CohunbiaInternationalFund 
-Coliilmbia Small Cap Fund 
 
 
25. 
 
26. 
-Columbia Stuck Fund Tl. Rctircm:ut Dividend 
 
 
-Lincoh11 Fmancial Group 
 
29. 	-Lincon Fmancil!l Group 
30. 	 
Rctb:cmc:nt Dividend 
 
31. 	 
-HUlllllllla, Inc. (X) 
 
32. 	 
Investmmt Account Dividend 
 
33. 	 
-AJllian.ce Premier Growth Fun, 
 
34. 	 
-MFS Massachusscts Tnist 
 
Natilomltidc Rctm::mmt Soh  Distnoution R:dcmpti.o 
 
 
35. 	 
rtions 
 
 
36. 	WelllS Jlargo RoDovcr CIF Distribution Income/Gain Codes: $1,IJOlfl less ,001-$2,SOO $2,501-$5,000 $5,001-$15,000 -st5,00JSO,OOO $50,l>IH-$100,000 s100.001-s1.ooo,ooo Sl,000,001-SS,OOO,OOO More than SS,000,000 
 
:!. Value Codes: $15.000 S!S,001-$50,000 SS0,001-Sl 00,000 $100,001-$250,000 (Sec Col11JJ111is and 03) $250,000-$500,000 $500.001-Sl,OOO.OOO Sl,000,001-S5,000,00D S5,000,00i-S:!5.000,000 $25.000,001-S50,000,000 SMoretbanSSQ.000,000 V11lue M4:!hod Codes AJ>llf.risal =Cost (Real Estate Only) Assessment Casli/Market  
 
(See Colmnn C2) Botlk Value Olher V.- =Estimated 
Income during 
 
DateofReport J;>age England, Jr., Monison Sfl1J20o.4f 
VII. JNV;STMENTS and 1RUSTS -income, value. uan.scatiODS-(incwdcs those mlhe 5pouse and dependent children. Sec pp. 34-s1 l>flilinc dian;i.) -A. 
TJllIISllctiODS dllriul! reporting period 
Gross value end 
:Description Assets (ind11!ding trust assets) 
reporting period 
(2) not exempt disclosure 
(i) 
(I) (2) 
Ilac (X) after caCh asset c:Jtelll!rt from prior disclosure 
Wacboviia Securities 37. 
 
Amount Type (e.g. Codel div. rent. (A-H) int.) 
Dividend Type (e.g. buy, sell, merger, 
Value Value 
Code2 Method 
(J-P) Code3 (Q-W) 
 
Rdemption) 
Merger (S) Dam: Value Gain Identityof 
 
Month-Code buycr.lseller 
 
Code2 
Day (A (if pri:181e J.l) tnmsaiClion) Income/Gain Codes: 1.000 less ,001-$2,SOO $2,501-$5,000 SS,001-Sl 5,000 S15.00J-$50,000 
(See Columns BDdD4) SSO,OOJ-S;100,000 $100,001-Sl.000,000 Sl,000,00I-$5,000,000 More than $.5,000,000 Value Codes: 5:15.,000 Cr less $15,001-SS0,000 S.SO,OOJ-$100.000 S100,001-S2SO,OOO 
(See Cobmms and 03) s:2SO,t)()()..SSOO.OOO S..!5,0tlO,IOl-S50,000,000 ssoo.001-sa.000.000 SI,000,00J-SS,000,000 SMon: than $50,000,000 P:! $5,000,00 l-$25,000,000 Value tiled Codes (SeeCob:llllll Appraisal Cost (Real Estate Only) Assessment =Cash/Market 
 
England. Jr., Morrison S/11/2004 
(IndicaR: part ofllqlort,} 
VIIL AI>UIDONAL INFORMATION EXPLANATIONS 
 
(1) Part Vil. llfiii ofthe 2002 FDR lCJllCrfed the exchaiige Rental PrQpcrty for Rental Property which was reported Part VIl, line ofthe 2002 
report; beca111SC line the 2002 FDR i:; longer applicable, has been omitted from the 2003 report 
 
_(2) Part VII, line the 2002 FDR llCJrtcd the sale ofAmerican Home Products common stock; because that stock was sold in2002, has been 
omitted ftoCl thic 2003 report. 
(3) PartVll,. line Wachovia acquired prior company which investments WCC held 
 
 
 
. 
England. Jr.. Monison 
IX. CERTIFICATION. certify tbat all information give:n above (including information pertaining spouse and minor dependent childz:en, any) ai::c:ur.rte, true, and complete the best knoledge and belief: and that any information not reported was withheld because mf:t applicable statutor:I provisions permitting non-disclosure. furth.1 c:ertify that earned in1come from outside employment and_,honoraria and the acceptance gifts which have been reported aire iin compliance with the provisions U.S.C.  501 seq., U.S.C.  7353, and Judicial Conference regwati01is. 
Signature_ 
 
NOTE: AJN)i INDIVIDUAL WHO KNOWINGLY AND WILFULL FALSIFIES ORF Ail.S FILE nrrs REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copiesto: 
Committee Financial Disclosure AdministrativeO:fficeoftbeUnitedSmresComts Suite2-301 One Columbus Circle, N.E. Washingtpn, D.C. 20544