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Judicial Watch • Jon P. McCalla – 2008

Jon P. McCalla – 2008

Jon P. McCalla – 2008

Page 1: Jon P. McCalla – 2008

Category:Federal Judges

Number of Pages:8

Date Created:October 21, 2009

Date Uploaded to the Library:November 21, 2014

Tags:MCCALLA, Jon P McCalla, SHELBY, SCHEDULE, Tennessee, Wachovia, funds, COUNTY, Growth, 2008, spouse, transactions, Codes, dividend, reportable, reporting, report, Federal Judge, income, Judge


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Mccalla_Jon_P 
 
III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-Investment Income 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.) 
SOURCE AND TYPE 2008 MCCALLA EAR, NOSE THROAT, P.C. -PHYSICIAN 
 
 
IV. REIMBURSEMENTS transportation, lodging, food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[ZJ NONE (No reportable reimbursements.) 
 
Name Person Reporting 
Date Report 
MCCALLA, JON 
511312009 GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[ZJ NONE (No reportable gifts.) 
 
DESCRIPTION VALUE 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUE CODE FIRST TENNESSEE BANK MORTGAGE COMMERCIAL BUILDING, PART VII, LINE FIRST TENNESSEE BANK MORTGAGE LAND (NOT HELD FOR INVESTMENT PRO DUCTION INCOME) 
 
 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1ncludes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
 
 
Name Person Reporting 
Date Report 
 
MCCALLA, JON 
511312009 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes 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 
(1) (2) (I) (2) (I) (2) (3) (4) 
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-HJ int.) (J-P) Code redemption) Day (J-P) (A-HJ (if private 
(Q-W) transaction) 
 
18. 	IRA-WACHOVIA-INVESCO AIM-AIM None ONSTELLA TION 
19. AGERE COMMON (Y) 
20. 
AGERE COMMON (Y) 
 
21. 
IRA-WACHOVIA-AMERICAN FUNDS Dividend -AM GROWTH FUND AMERICA 
 
22. 	 
IRA-W ACHOVIA-CALAMOS INVT 
 
 
None 
NEW GROWTH FUND 
23. 
PUTNAM INVT FUNDS-MID CAP VAL None FDCLC 
 
24. 	 
CALAMOS INVT NEW GROWTH None FUND 
 
25. 	 
ING FUNDS-INTL VALUE FUND Dividend 
 
26. 	 
ROTH-FIRST TENNESSEE (Y) 
 
27. 
IRA-WACHOVIA-VAN KAMPEN FD-A Dividend VAN KAMPEN GROWTH INCOME 
 
28. 
IRA-WACHOVIA-AMERICAN FUNDS Dividend -GROWTH FUND AMERICA 
 
29. 
IRA-WA CHO VIA-DISCOVER Interest 
 
30. 
IRA-WACHOVIA-ALLSTATE LIFE INS Interest T-LINK ANNUITY 
 
31. 
GROWTH FUND AMERICA Dividend 
 
32. 
COMMERCIAL REAL EST TE-MEMP Rent HIS, 
 
 
IRA-WACHOVIA-GENERAL ELECTRIC Dividend 
IRA-WACHOVIA-PIMCO FUNDS-PAC Dividend Sold 5130 
NVT MGMT COMMOD REAL RET (part) 
RAT Income Gain Codes: =$1,000 less =$1,001-$2,500 c=$2,501 -$5,000 =$5,00 -$15,000 =$15,001 -$50,000 
(See Colwnns and D4) F=$50,001 -$100,000 =$100,001 -S!,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$15,00 -$50,000 L=$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and D3) =$250,00 -$500,000 =$500,001 -$1,000,000 =Sl,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 V=Other W=Estimated 
 
 
Name Person Reporting 
Date Report 
 
5113/2009 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing 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) (1) 
(2) (3) 
(5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date 
exempt from prior disclosure Code div., rent, Code Method buy, sell, Month 
(A-H) int.) (J-P) Code redemption) Day 
(Q-W) 
AXA COMMON Dividend Sold 6/30 
 
Value Gain Identity 
Code Code buyer/seller 
(J-P) (A-H) (if private 
transaction) 
36. IRA-WACHOVIA-HOTCHKIS WILEY Dividend FD-LRG CAP VAL FDS 
PUTNAM FUNDS-PUTNAM FLOATING Dividend INCOME 
38. 
IRA-WACHOVIA-HOTCHKIS WILEY Dividend 
fd-LRG CAP VALUE 
39. HOTCHKIS WILEY -LRG CAP Dividend ALUE FUNDS 
40. IRA-WACHOVIA-NUVEEN-NUVEEN Dividend 
TRADEWINDS VALUE OPP 
41. IRA-WACHOVIA-CASH Interest 
 
42. 
WACHOVIA BANK DEPOSIT SWEEP Interest 
 
43. 
IRA-WACHOVIA-ALLIANCE BERNSTEI None INVT-INTL VALUE 
 
44. 
IRA-WACHOVIA-CALAMOS INVT Dividend MARKET NEUTRAL 
 
 
IRA-WACHOVIA-MUNDER FDS-INC Dividend ROWTH MID-CAP CORE GROWTH 
46. WASHINGTON MUTUAL BANK (Y) 
IRA-WACHOVIA-RYDEX SERIES FUND Dividend Buy 05/30 S-MANAGED FUTURES STRATEGY 
48. Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Colwnns and 04) F=$50,001 -$100,000 =$100,001 -Sl,000,000 =$!,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15,000 orless =$15,00! -$50,000 L=$50,001 -$100,000 =$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 R=Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other W=Estimated 
 
 
MCCALLA, JON 
5113/2009 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Jndicate partofReport) 
SCHEDULE VII, LINE 1/3 INTEREST INIFARMS, SHELBY COUNTY, TENNESSEE WAS PURCHASED JULY 20, 1982 FOR $96,800. THIS LAND AGRICULTURAL USE. 
SCHEDULE VII, LINE 
INHERITED UNDIVIDED 1/12 INTEREST FARM LAND SHELBY COUNTY, TENNESSEE, DATED 12/16/94. 
 
 
SCHEDULE VII, LINES RECEIVED UNDIVIDED 1/6 INTEREST FARM LAND AND UNDIVIDED J/12 INTEREST FARM LAND LOCATED SHELBY COUNTY, TENNESSEE, DATED 11/28/94. 
SCHEDULE VII, LINE 
FRACTIONAL INTERESTS FARM LAND SHELBY COUNTY, TENNESSEE GIFTED 2000. 
 
SCHEDULE VII, LINE 
FRACTIONAL INTEREST FARM LAND SHELBY COUNTY, TENNESSEE INHERITED 1992. 
 
SCHEDULE VII, LINE 
COMMERCIAL REAL ESTATE WAS PURCHASED 8/3/03 FOR $479,988. 
 
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 FAL 
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