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Judicial Watch • Helen G. Berrigan – 2007

Helen G. Berrigan – 2007

Helen G. Berrigan – 2007

Page 1: Helen G. Berrigan – 2007

Category:Federal Judges

Number of Pages:16

Date Created:November 19, 2008

Date Uploaded to the Library:July 29, 2014

Tags:Dreyfous, Helen G Berrigan, berrigan, Helen, Louisiana, mutual, Estate, 2007, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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FINANCIALDISCLOSURE REPORT Government Act o/1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 U.S.C app.  101-1Jl) Person Reporting (last name, first, middle initial) Berrigan, Helen Court Organization Eastern District Louisiana Date Report 05113107 Title (Article JII judges indicate active senior status; magistrate judges indicate full-or pan-time) Article Ill Judge -Active Sa. Repor Type (check appropriate type) Nomination, Date Initial Annual FinalD [{) Sb. Amended Report Reporting Period 01/01/2007 12/31/2007 Chambers Office Address 500 Poydras Street, Room C-556 United States Courthouse New Orleans, 70130 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date 
 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete al/parts, checking the NONE box for each part where you have reportable information. Sign last page. POSJTJ ONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) Member Louisiana State Bar Assn. Post Conviction Representation Committee Member Board New Orleans Federal Bar Association Member Board George Jean Pugh Foundation: LSU Law School Member Board Trustees, Louisiana State University, Law Center 
 
 
JI. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[ZJ NONE (No reportable agreements.) 
::0 
r-::.] 
a-...... 
(./) . -:: 
PARTIES AND TERMS 
c::: 
;t; ....,, nio fTJ 
 
 
 
 
 
 
Berrigan, Helen 
05/13/07 
-III. N-JNVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 	INCOME 
(yours, not spouses) 2007 West Services, Inc.; Book Royalties 164.26 
2.2007 LSU Law School; Teaching 1,500.00 Spouses Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 
 
AND TYPE 2007 	Berrigan, Litchfield, Mann, Traina Bolner Law Firm --Retirement 
 
 
 
JV. REJMB URSEMENTS -transportation, lodging, food, entertainment (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 	Yale University 11/30/07 --New Haven, _Speech Airfare, Hotel Meals 12/02/07 	 
Loyola Law School 05/19/07 --Los Angeles, Commencement Airfare, Hotel Meals 05/20/07 Speech 
 
 
 
 
Berrigan, Helen 
05113/07 
 
10. 
 
11. 
 
 
 
 
 
 
 
 
 
Berrigan, Helen GIFTS. (lnc/udes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] 	NONE (No reportable gifts.) SOURCE 
 
VALUE 
 
 
 
VALUE CODE 
VI. LIABILITIES. (includes those spouse and dependent children; see pp. 32-33 ofjilig instructions.) 
 
 
 
 
 
 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 ting instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(2)(I) (2) (I) (2) 
Place (X) after each asset Amount Type (e.g., Value Value 
Type (e.g., 
Date Value Gain Identity 
 
Code 
div., rent, Code 
exempt from prior disclosure 
Method buy, sell, 
Month-Code Code 
buyer/seller 
(A-H) int.) (J-P) Code redemption) 
Day (J-P) (A-H) (ifprivat 
transaction) (Q-W) Citigroup-Common Stock Dividend IBM -Common Stock Dividend 
Tri-Continental Corp. Mutual Fund Dividend Legg-Mason Partners Fund (See VII) Dividend Income Gain Codes: =Si,000 less =Si,001  S2,500 =S2,501  SS,000 D=SS,OOl SIS,000 =SIS,001  SS0,000 
(See Columns and 04) =S50,00 00,000 =SI 00,00  1,000,000 1,000,00  SS,000,000 =More than S5,000,000 Value Codes :=SJ5,000 less =SIS,001  SS0,000 =SS0,001  SI00,000 =SI00,001. S250,000 
(See Cotumn.s and 03) =$250,00t  SS00,000 =SS00,00 1,000,000 =Sl,000,001  SS,000,000 =SS,000,001  S25,000,000 =S25,000,00  $50,000,000 More than S50,000,000 Value Method Codes ==Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Otber =Es.timated 
-------- 
 
 
 
VIL INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; 
 
 
 
Date Report 
Berrigan, Helen 
05113107 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicateparto/Reporl) 
Section VII 
Solomon Bros. Fund was acquired Legg Mason. 
Section VII 
Profit sharing plan invested Dreyfous Growth and Income Mutual Fund Dreyfous Growth and Opportunity Mutual Fund. 
Section VII 
IRA plan invested Dreyfous New Lenders Mutual Fund. 
Section VII #JO List individual stocks, bonds and mutual funds that make up retirement account: 
Bellsouth Corp., PLC Spons ADR, Chevron Corporation, CLECO Corporation, Consolidated Edison, Inc., Dominion Res. Inc. New, Glatfelter, Indonesian Diamond LTD, Kinder Morgan Energy Partners LP, New Plan Excel Realty, Penn Real Estate, Simon Property Group, Tanger Factory Outlet, The Southern Company, Verizon Communications, WD-40 Company Common, Entergy Louisiana, Metlife, Natural Rural Utilities, SBC Communications, Sherwin Williams, Simon PPTY Group, Fidelity Advisor Service, Dryden High Yield Fund, Pioneer High Yield Fund, Van Kampen, ACM Income Fund, Inc., American Strategic Income Portfolio, Scudder Rreef Real Estate FD2, MFS Charter Income SBI, ATT Inc., John Hancock Patriot Premium Dividend FDI, Citizen Communications, Teppco Partners LP, AES Jll 6.75% PFD, Georgia Power, Pimco High Income F.D. 
 
 
Date Report 
Berrigan, Helen 
05/13/07 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
 
 
NOTE: ANY INDIVIDUAL WHO 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. Washington, D.C. 20544 Government Act 1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 U.S.C. app.  101-Ill) Date Report Court Organization Person Reporting (last name, first, middle initial) 
05/13/2008Berrigan, Helen 
Eastern District Louisiana Reporting Period 
Sa. Report Type (check appropriate type) Title (Article III judges indicate active senior status; 
magistrate judges indicate full-or part-time) 
Nomination, Date 
 
01/01/2007 
Article III Judge -Active 
Initial Annual Final [{] 
12/31/2007 
Sb. Amended Report 
[{] Chambers Office Address the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. 
500 Poydras Street, Room C-556 United States Courthouse New Orleans, 70130 
Reviewing Officer Date 
IMPORTANT NOTES: The instructions accompa11yi11g this form must followed, Complete al/parts, checking the NONE box for each part where you have 110 reportable information. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) Member Louisiana State Bar Assn. Post Conviction Representation Committee Member Board New Orleans Federal Bar Association Member Board George Jean Pugh Foundation: LSU Law School Member Board Trustees, Louisiana State University, Law Center 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) [2J NONE (No reportable agreements.) AND (/) r o:::-: U>::-,. C-::::0 ,,-. 01C o::, -nl ...._, c;:o c:::: _,,rV fTl 
 
 
 
 
Date Report 
Berrigan, Helen 
05/13/2008 
Ill. NON-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income NONE (No reportable non-investment income.) SOURCE AND TYPE 
 
(yours, not spouses) West Services, Inc.; Book Royalties 1,164.26 
 
LSU Law School; Teaching 1,500.00 Spouses Non-Investment Income -I/you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 2007 Berrigan, Litchfield, Mann, Traina Bolner Law Firm --Retirement 
 
 
IV. REIMBURSEMENTS -transportation, /odging,Jood, entertainment (Includes those spouse and dependent children; see pp. 25-27 offiling instructions.) NONE (No reportable reimbursements.) 
SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED Airfare, Hotel Meals Airfare, Hotel Meals 
 
 
 
 
V JFTS. (Includes those spouse and dependent children; see pp. 18-31 filing instructions.) [ZJ NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 
 
VJ. LJABJLJTJES. (Includes those spouse and dependent children; see pp. 31-33 filing instructions.) [ZJ NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 
 
 
Date Report 
 
 
05/13/2008 
Berrigan, Helen 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children,-see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
 
 
Date Report 
05/13/2008 
Berrigan, Helen 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nctudes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
Income during Gross value end 
Description Assets 
(including trust assets) 
reporting period reporting period 
{I) 
(4) 
(A-H) (J-P) 
(3) 
(I) 
(2) 
(2) (2) 
Type (e.g., Value 
Value 
Type (e.g., 
Date 
Value 
Gain 
Identity 
Amount 
Place (X) after each asset 
Code 
buy, sell, 
Method 
Month- 
Code 
Code 
div., ren 
Code 
buyer/seller 
exempt from prior disclosure int.) 
Code 
redemption) 
Day 
(J-P) 
(if private 
(A-H) 
transaction) 
(Q-W) 
18. 
lntemationl Paper Co. Common Stock Dividend 
 
19. 
ING Golden Select Guamtee Annuity Dividend 
 
20. 
Dryden Ultra Short Bond Fund Dividend Sale 9/07 Exchange Transaction 
 
 
 
[I. Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001-$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50,001 -S100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes $15,000 less =$15,001 -$50,000 =$50,001 00,000 =$100,001 -$250,000 (See Columns and 03) =$250,001  $500,000 =$500,001 -$1,000,000 =$1,000,001 $5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
Date Report 
 
 
05113/2008 
Berrigan, Helen 
VII. INVESTMENTS and TRUSTS -income, value, 1ransactw11s r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(!) (2) (I) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month- Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
35. Pimco High Income F.D Common Stock Dividend Buy 1/07 
 
 
Date Report 
05/13/2008 
Berrigan, Helen 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicateparto/Reporl} 
Section VII 
Solomon Bros. Fund was acquired Legg Mason. 
Section VII 
Profit sharing plan invested Dreyfous Growth and Income Mutual Fund Dreyfous Growth and Opportunity Mutual Fund. 
Section VII 
IRA plan invested Dreyfous New Lenders Mutual Fund. 
Section VII List individual stocks, bonds and mutual funds that make  retirement account: 
Bellsouth Corp., PLC Spans ADR, Chevron Corporation, CLECO Corporation, Consolidated Edison, Inc., Dominion Res. Inc. New, Glatfelter, Indonesian Diamond LTD, Kinder Morgan Energy Partners LP, New Plan Excel Realty, Penn Real Estate, Simon Property Group, Tanger Factory Outlet, The Southern Company, Verizon Communications, WD-40 Company Common, Entergy Louisiana, Metlife, Natural Rural Utilities, SBC Communications, Sherwin Williams, Simon PPTY Group, Fidelity Advisor Service, Dryden High Yield Fund, Pioneer High Yield Fund, Van Kampen, ACM Income Fund, Inc., American Strategic Income Portfolio, Scudder Rreef Real Estate FD2, MFS Charter Income SB!, ATT Inc., John Hancock Patriot Premium Dividend FD!, Citizen Communications, Teppco Partners LP, AES III 6.75% PFD, Georgia Power, Pimco High Income F.D. 
 
 
Date Report 
 
05/13/2008 
Berrigan, Helen 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
 
NOTE: ANY INDIVIDUAL WHO 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. Washington, D.C. 20544