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Judicial Watch • Helen G Berrigan Financial Disclosure Report for 2007

Helen G Berrigan Financial Disclosure Report for 2007

Helen G Berrigan Financial Disclosure Report for 2007

Page 1: Helen G Berrigan Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:16

Date Created:November 19, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Dreyfous, Helen G Berrigan, berrigan, Helen, Louisiana, section, ATF, mutual, Estate, 2007, EPA, dividend, IRS, Financial Disclosure, ICE, CIA, 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.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

SOURCE AND TYPE 	INCOME 
(yours, not spouse's) 2007  West Services, Inc.; Book Royalties 164.26  
2.2007  LSU Law School; Teaching 1,500.00 Spouse's 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. 1'12008 
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 fT'l 

Date Report 
Berrigan, Helen 
05/13/2008 
Ill. NON-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) SOURCE AND TYPE 

(yours, not spouse's) West Services, Inc.; Book Royalties 1,164.26 

LSU Law School; Teaching 1,500.00 Spouse's 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



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