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Judicial Watch • Jon P. McCalla – 2005

Jon P. McCalla – 2005

Jon P. McCalla – 2005

Page 1: Jon P. McCalla – 2005

Category:Federal Judges

Number of Pages:9

Date Created:December 1, 2006

Date Uploaded to the Library:November 21, 2014

Tags:Jon P McCalla, SHELBY, Morgan, Stanley, COUNTY, 2005, assets, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
Rev. 1/2006 
FOR CALENDAR YEAR 2005 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) MCCALLA, JON Court Organization U.S. DISTRICT COURT Date Report 05/15/2006 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. DISTRICT JUDGE (ACTIVE) Sa. Report Type (check appropriate type) Nomination, Date Initial 18] Annual Final Reporting Period 01/01/2005 12/31/2005 
Sb. Amended Report Chambers Office Address 167 MAIN STREET 9TH FLOOR MEMPHIS, 38103 the basis the information contained this Report and any modincations pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date 
 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign 011 last page. POSITIONS. (Reporting individual only; see pp. 9-13 ofimtructions.) [KJ NONE (No reportable positions.) 
.POSITION NAME 
 
 
IJ. AGREEMENTS. (Reporting individual only; see pp.14-16 ofillstructionsJ 
NONE (No reportable agreements.) 
[KJ 
PARTIES AND TERMS 
 
 
 
III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 1724 instructions.) Filers Non-Investment Income NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouses) 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.) 
2005 	MCCALLA EAR, NOSE THROAT, P.C. PHYSICIAN 
 
 
IV. REIMBURSEMENTS transportation, lodging.food, entertainment. 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) 
 	NONE (No reportable reimbursements.) SOURCE 
 
 
 
 
V GIFTS. (Includes those spouse and dependent children. See pp. 28-31 ins/ructions.) [Kl NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) NONE (No reportable liabilities.) 
DESCRIPTION VALUE CODE FEDERAL LAND BANK FARMS FIRST TENNE SSEE BANK MORTGAGE COMMERCIAL BUILDING, PART Vil, LINE 
 
 
Date Report 
MCCALLA, JON 
05/15/2006 
VII. INVESTMENTS and TRUSTS --income, value, transactions (includes those the spouse and dependent children. See pp. 34-57 filing instructions) NONE (No reportable income, assets, transactions.) Transactions during reporting period not exempt from disclosure 
(2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
Description Assets 
Income during 
Gross value end 
(including trust assets) 
reporting period 
reporting period 
(2) (1) (l) 
Place (X) after each asset Amount 
exempt from prior disclosure Code 
(A-H) 
 
Type (e.g. 
Value 
div., rent, 
Code int.) 
(J-P) 
Value 
Method 
Code3 
 
(Q-W) 
Type (e.g. buy, sell, 
merger. redemption) lST BANK -CHECKING/ SAVING, MEMPHIS, SHELBY CO, SHS TRUSTMARK BANK COMMON FARM LAND #1, SHELBY COUNTY, 12/16/94 FARM LAND #2, SHELBY COUNTY, 11/28/94 Interest Rent Dividend Rent Rent FARM LAND #3, SHELBY COUNTY, 11/28/94 SHS TRUSTMARK BANK COMMON Rent Dividend IRA-MORGAN STANLEY-CASH Interest IRA-MORGAN STANLEY-FIRST EAGLE Dividend 
10. IRA-MORGAN STANLEY-NEW PERSPECTIVE Dividend 
11. IRA-MORGAN STANLEY DAVE BUSTERS SHS COMMON None 
12. IRA-MORGAN STANLEY-FLOWERS INDUSTRIES SHS COMMON None 
13. SHS HANOVER INS -NAME CHANGED FROM ALLMERICA Dividend 
14. SHS LUCENT TECHNOLOGY COMMON None 
15. SHS LUCENT TECHNOLOGY COMMON None 
16. IRA-FIRST TENNESSEE BANK Interest 
17. AMERICAN GROWTH FUND Dividend Income Griin Codes: 1.000 less =$t,()01-$2.500 =$2.501 -$5,000 =$5,001 $15.000 =$15,001 -$50,000 
(Sec Columns and 04) =$50,00I 00.000 =$100.001  $t,OOO,OOO =Sl.000,001 -$5.000.000 =More than $5.000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =SI00.001  $250,000 
(See Columns and 03) =$250,00 -$500,000 =$500,00t  Sl,000,000 =SI,000,00t -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,00 -$50,000.000 =Cosl (Real Estate Only) =More than $50.000,000 =Cash Market 
(See Column C2) 0=Appraisal V=Othcr =Asscssmeni =Book Value W=Estimated 
 
 
Date Report 
MCCALIA,JON 
05/15/2006 
VII. INVESTMENTS and TRUSTS --income, value, transactions a11c1udes those the spouse and dependent children. see pp. 34-s7 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(1) (2) (1) (2) (I) not exempt from disclosure 
Amount Code (A-H) Type (e.g. div., rent, int.) Value Code (J-P) Value Method Code3 (Q-W) Type (e.g. buy, sell, merger, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) Income Gain Codes: 1.000 less ,00! -$2.500 =$2,50 -$5,000 D=$5,00 -$I 5,000 E=$15,001 -$50,000 (Sec Columns and 04) =$50,00! -$I 00,000 =SIOO.OOt -$1,000,000 Ill =$1,000,001 -$5,000.000 112 =More than $5,000,000 
Value Codes 	J=$15.000 Jess =$15.001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 (See Columns and 03) =$250,00 -$500.000 0=$500.001 -$1,000,000 =$1,000,001 -$5,000,000 P2=$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 
Value Method Codes =Cos1 (Real Es1a1c Only) T=Cash Market 
 
 
0=Appraisal =Assessment 
U=Book Value W=Estimated 
 
(See Column C2) 	V=Othcr 
Date Report 
MCCALI.A, JON 
05/15/2006 
VII. INVESTMENTS and TRUSTS income, value, transactions (includes those the spouse and dependent children. see pp. 34-s7 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(I) (2) (I) (2) {I) not exempt from disclosure 
Amount Code (A-H) Type (e.g. div., rent, int.) Value Code (JP) Value Method Code (Q-W) Type (e.g. buy, sell, merger, redemption) (2) Date Month Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
35. PUTNAM MID CAP VALUE Dividend PARTIAL SALE 5117 
36. PUTNAM MID CAP VALUE Dividend SELL 5117 
37. CALAMOS GROWTH FUND Dividend 
38. ING INTL VALUE FUND Dividend 
39. ROTH-FIRST TENNESSEE Interest 
40. IRA-MORGAN STANLEY-VAN KAMPEN GROWTH INCOME Dividend 
41. IRA-MORGAN STANLEY-GROWTH FUND AMERICA Dividend 
42. IRA-MORGAN STANLEY-PIMCO PEA VALUE None SELL 3/2 
43. IRA-MORGAN STANLEY-DISCOVER Interest 
44. IRA-MORGAN STANLEY-ALLSTATE T-LINK ANNUITY Interest 
45. GROWTH FUND AMERICA Dividend 
46. PIMCO PEA VALUE None SELL 3/2 
47. COMMERCIAL REAL ESTATE-MEMPHIS, Rent 
48. IRA-MORGAN STANLEY-GENERAL ELECTRIC Dividend 
49. IRA-MORGAN STANLEY-PIMCO COMMOD REAL RET STRAT Dividend 
50. AXA COMMON None BUY 3/11 
51. IRA-MORGAN Dividend BUY 3/2 Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15.000 E=Sl5.00l -$50,000 
(See Columns and 04) =$50,00 -$100,000 Hl0,00 -$1,000,000 fll =$1,000,001 -$5,000,000 =More than $5,000,000 Value Cotles J=$15,000 less =$15,001  $50,000 L=$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000.000 =$5,000,001 -$25,000,000 Value Mc1hod Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 T=C.ash Markel 
(See Column C2) O=Appraisal V=Othcr =Assessment 
U=Book Value W=Estimated 
 
 
Name Person Reporting 
Date Report 
MCCALLA, JON 
05/15/2006 
VII. INVESTMENTS and TRUSTS income, vatue, transactions rinctudes those the spouse and dependent children. see pp. 34.s1 filing instructions; NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(1) (2) (1) (2) (1) not exempt from disclosure 
Amount Code (A-H) Type (e.g. div., rent, int.) Value Code (J.P) Value Method Code (QW) Type (e.g. buy, sell, merger, redemption) (2) Date Month  Day (3) Value Code (J-P) (4) Gain Code (AH) (5) Identity buyer/seller (if private transaction) 
 
STANLEY-HOTCHK!S WILEY LRG CAP VAL 
52. PUTNAM FLOATING Dividend BUY 5/17 
53. IRA-MORGAN STANLEY-LIQUID ASSET ACCOUNT Interest BUY 12/31 
54. MORGAN STANLEY ACTIVE ASSETS MONEY TRUST ACCOUNT Interest BUY 12/31 
55. MORGAN STANLEY ACTIVE ASSETS MONEY TRUST Interest BUY 12/31 
56. MORGAN STANLEY ACTIVE ASSETS MONEY TRUST Interest BUY 12/31 
57. IRA-MORGAN STANLEY-HOTCHKIS WILEY LRG CAP VALUE Dividend BUY 3/3 
58. HOTCHKIS WILEY LRG CAP VALUE Dividend BUY 3/2 Income Gain Codes: A=$1,000 less =$1,001  $2.500 =$2.501 -$5.000 =$5,001 -$15,000 E=St5.00I -$50,000 
(Sec Columns and 04} F=$50.00 00,000 =$100,001 -$1,000,000 =$1,000,001-$5.000,000 =More than $5,000,000 Value Codes =$15,000or less =$15,001 -$50,000 L=$50,00I -$100,000 =SI00,001 -$250,000 
(See Columns and 03) =$250,00 -$500,000 0=$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 T=Cash Market 
(See Column C2) O=Appraisal V=Olhcr =Assessment 
U=Book Value W=Estimated 
 
 
Date Report 
05/15/2006 
MCCALLA, JON 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndica/e parlofReporl.) 
 
FARMS, SHELBY COUNTY, TENNESSEE WAS PURCHASED JULY 20, 1982 FOR $96,800. THIS LAND SCHEDULE VII, LINE 
INHERITED UNDIVIDED 1/12 !NTEREST FARM LAND SHELBY COUNTY, TENNESSEE, DEED DATED 12/16/94. 
 
SCHEDULE VII, LINES RECEIVED UNDIVIDED 1/6 INTEREST FARM LAND AND UNDIVIDED 1/12 INTEREST FARM LAND LOCATED SHELBY COUNTY, TENNESSEE, DEEDS DATED 11/28/94. 
SCHEDULE VII, LINE 
FRACTIONAL INTERESTS FARM LAND SHELBY COUNTY, TENNESSEE GIFTED 2000. 
 
SCHEDULE VII, LINE .FRACTIONAL INTEREST !NJ;ARM LAND SHELBY COUNTY, TENNESSEE INHERITED 1992 
 
COMMERCIAL REAL ESTATE WA;> PURCHi? 8/3/03 FOR $479,988. 
 
SCHEDULE VII, LINE 
 
 
 
Date Report 
MCCALLA, JON 
05/15/2006 
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. 
Signatur 
ORT MAY SUBJECT CIVIL 
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