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Judicial Watch • Jon P McCalla Financial Disclosure Report for 2008

Jon P McCalla Financial Disclosure Report for 2008

Jon P McCalla Financial Disclosure Report for 2008

Page 1: Jon P McCalla Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:8

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:MCCALLA, Jon P McCalla, SHELBY, SCHEDULE, Tennessee, Wachovia, funds, COUNTY, Growth, 2008, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME 
(yours, not spouse's) Spouse's 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