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Judicial Watch • Jones III John E – 2003

Jones III John E – 2003

Jones III John E – 2003

Page 1: Jones III John E – 2003

Category:Federal Judges

Number of Pages:32

Date Created:February 2, 2005

Date Uploaded to the Library:January 20, 2015

Tags:jones, Gross, stock, 2003, transactions, TRUSTS, Codes, dividend, disclosure, reporting, report, ICE, Federal Judge, income, Judge


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240 Nest Third Stxet 
Suite 406 
Williamsport, 17701 
 
Committee IFinandal Disclosure AdministrativEt Office the United States Courts Suite 2-301 One Columbus Circle, Washington, l:>iC 20544 
Gentlemen: 
 
 per yc1ur letter August 2004 amending form A0-10 for the reporting period January 2003 December 31, 2003  instructions. 
 
Enclosures NONE -(No reportable a;rc:ements.) 
PARTIES TERMS W02 THE STATE EMPLOYEES RETIREMENT SYSTEM (PENNSYLVANIA) FORMER EMPLOYER -VESTED 
PENSION 
 
 
II. AGREEMENTS. (Rieporting individual only; see pp. 14-16 filing instructions) 
;/JC? ,---rt 
.-- 
- 
 
 
Name Person Reporting 
Date Report 
FJNA.NCIAL DISCLOSURE REPORT 
JONES III, JOHN 
5/512004 
 
(Reporting individual and spouse; see pp. 11-24 offiling instructions) 
 
INCOME 
 
(yours, not spouses) Spl[)uses Non-Investment: Incom (If you were married during any portion the reporting year, please complete this section. (dollar amount 
not required except for honoraria) 
 NOl-IB (No reportable 11mn-investment income.} 
SOURCE AND TYPE 
 
 
 
IV. 	REIJMBURSEMENfS -transportation, lodging, food, entertainment. (Includes those spouse and dependent children. See pp. 25-27 instructions.) 
 NOJ.IIB (No such repo1rtliLble reimbursements.) 
 
 
 
 
 
VI. 
(No reportable liabilities.) 
 
VALUE CODE 
 
 
 
 
 
FINANCIAL DISCLOSUllE REPORT 
Date o:f Report Name Person Reporting 
VIl. rnVESThffiNTS andl TRUSTS --income, value. transcations (includes those the spoose lllld dependent childreu. See pp. 34-5 filing instructions.) Description Assets Income during reporting period c.Gross value end reporting period Transactions during reporting period 
 
(including trust assets) 
Ifnot exempt from disclosure(1) (1) (5) Date: 
Pfa.ce (X) after each asset exempt Amount Type (e.g. Value 
Value Type 
frrn prior disclosure 
(e.g. 
ldentity ofValue Gain 
Code2 Code 
Method buy, sell, Month 
Code2 
Code div. n:nt 
(A-H) int.} 
buyer/seller 
(J-P) (A-(if private Code3 
merger, Day 
(J-P) 
(Q-W)1 redemption) 
transa_ction) 
 
10. 
 
 
11. 
(No reportible income, assets. transactions} Distribution Distribution Distribution Distribution Distribution Distribution 
lST NATIONAL BANK CHEROKEE-CD IRA 
PROVIDIAN NATIONAL BANK-CD IRA 
tnlION BANK MIM IRA 
12. GERlvlANY FUND-MUTUAL FUND IRA 
13. 
 
14. 
 
15. 
 
 
16. 
17. 
 
18. 
 
 
GERMANY FmID (NEW)-MUTUAL FUND IRA 
CATS SERIES IRA 
GAM-COMMON STOCK 
MTB-COMMON STOCK IRA 
STRD-COMMON STOCK IRA 
UNION BANK MIM IRA None 
Distribution 
Interest 
Interest 
Dividend 
Dividend 
Dividend 
Interest 
Dividend 
Dividend 
None 
Dividend 
REDEMP 212 TION 
incom/Gain Codes: l,000 less $1.0J 1-$2,500 2.501-SS,OOO 15.001-$1 5,000 $15.00l -SSO,OOO 
(See Col= ;md D4) $50,Q0!-$100.(]{){) $JOu,001-l.OOO,OOO $1,000.00l-S:5.001),00ff J,iore tl:ian $5,00.l,OO:J Value Cod:s: $15,030 less $!5,001-$50,000 $50,001-$100,0DO :i:lOO,OOi-$250,000 
(S,,00f;.SSOG.000 $500.00i-$1.000,000 Sl,000,001-$5,0DGJ,OOO $5.000,00l-S25,00G.OOO 
PJ. ::::: $2:5JK l-$5D.OOO.ODD SMoFdlran SSG,000.000 ==Cost (Rezl Estm prior disclosure Amount Code (A-H) Type (e.g. div. rent. int.) Value Code2 (J-P) Value Method Code3 (Q-W) Type (e.g. buy, sell, merger, redemption) Date; Month-Day Value Code2 (J-P) Gain Code (A- Identity buyer/seller (ifprivate transa_ction) 
55. BK. COMMON STOCK-IRA Dividend 
56. BMY COMMON STOCK-IRA Dividend 
57. CRS COMMON STOCK-IRA Dividend 
 
58. 
CVX COMMON STOCK-IRA Dividend 
 
59. 
HPQ COMMON STOCK-IRA Dividend 
 
60. 
CAG COMMON STOCK-IRJ. Dividend 
 
CCK COMMON STOCK-IRJ. Dividend 
 
61. O:>MMON STOCK-IRA Dividend 
 
62. 
 
63. 
EAS COMMON STOCK-IRA Dividend 
 
 
 
64. XOM COMMON STOCK-IRA Dividend 
65. FCFK COMMON STOCK.-m:A None SELL 8122 
 
66. 
FULT COMMON STOCK-IRA Dividend 
 
GAM COMMON STOCK-IRA Dividend 
 
67. 
68. COMMON STOCK-IRA Dividend 
 
69. 
HON COMMON STOCK-IRA Dividend 
 
 
70. HUM COMMON STOCK-IRA Dividend 
71. C.QMMON STOCK-IRA Dividend 
72. KIEY COMMON STOCK-IRA Dividend Income/Gain Codes: $t,OOO less ,00! -$1.500 $2,501-$5,000 $5,001-$15,000 =$l5.001-50,000 
(See CoiUllw andD4) $50,001-ilOO.OOO $100,001-$:,0GO,OOC1 ,000,00!-$5.000.000 =More than $5,000.000 Vaiue Codes: $15.000 less ;::-$15,00lSSO,OOO S50,00J-Sl00,0(tJ $100,001-$250,000 
(Set Columns aud D3) $250:,00Cl-$500.000 $50l!,0G1-s.ooo.ooo $1,000,00J-$5,000,000 $5,0DJJiOl-$25.000.00D !25,00Q.001-$50.000.00r: =SMare timL $5:!,00.000 =Cost (Real Estate Only1 A$sessrnent UishlMaiket 
L,1 =Boo!: vr.tue 
 
FINA.NCIAL DISCLOSURE REPORT 
Date Report 
Name Person Reporting 
5/5/2004 
JONES IlI, JOHN VII. INVEST1IBNTS and TRUSTS -income, value, transcations (includes !hose the spouse and dependent children. Sec pp. 34-57 offilinginstruclions.) Income during Gross :liue end Transactions during repurting pedod Description Assets 
reporting period repurting period 
(including trust assets) 
lfnot exempt from disclosure (2) (2) (I) 
(4) (5} 
Place (X) after each asset exempt from prior disclosure Amount Codel (A-H) Type (e.g. div. rent. int.) Value Code2 (J-P) Value Method Codt:3 (Q-W) Type (e.g. buy, sell, merger, redemption) Date: Month-Day Value Code2 (J-P) Gain Code (A- Identity buyer/seller (if private transaction) 
73. KM:B COMMON STOCK-IRA Dividend 
 
74. COMMON STOCK-IRA Dividend 
75. COMMON STOCK-IRA None 
76. MTB COMMON STOCK-IRA Dividend 
77. SOV COMMON STOCK-IRA Dividend 
 
 
MRK COMMON STOCK-IRA 
MMM COMMON STOCK-TR.A Dividend 
79. Dividend 
NXL COMMON STOCK-IRA Dividend 
80. 
 
 
BOH COMMON STOCK-IRA Dividend 
81. 
 
PlV COMMON STOCK-IRA 	None 
82. 
 
83. JCP COMMON STOCK-IRA Dividend 
84. PE:P COMMON STOCK-IRA Dividend 
85. PFE COMMON STOCK-IRA Dividend 
 
SFE COMMON STOCK-IRA. 	None 
86. 
87. SPI COMMON STOCK-IRA Dividend 
88. STRD COMMON STOCK-IRA None 
 
89. COMMON STOCK-IRA Dividend 
90. TYC COMMON STOCK-IRA f.. Dividend Income/Gain Codes: (See Columns and D4) Value CQdeo:: (Sec Colur.ms ami D3) $1,000 less 5Q,00l-$JOO.OOO l S.000 Jess $:>50,0G0-$50C.OOC p;. I2:.,ooo,om -sso.000.000 Appraisa =Bonk /ah1e $1,001-$2,500 $!00,00i-Sl.000,000 $15,001-$50,000 $500,00l l.000,000 Cos: (Rea Estate Only) Ofaet 2,501-$5,000 i,000,001-$5,00G.OOO $50,00J-$100,000 $!,OOG,001-:i.5,000,000 Sl,iore tlm. SS0,000,00:J .rssessment =Esmn:ne:. $5.001-$15,000 ill =More than$5,000,000 $l00,001-S250.000 $5.000.001-$25,.000,0DO 5:15.00!-SSO,OOO 
 
Date Report 
Name Person Reporting 
JONES Ill, JOHN 5/5/2004 vn. INVESTMENTS and TRUSTS 
-income, value, transcations (includes those the spouse and d.ependent children. Sec pp. 34-57 offiling instructions.) Income during Gross value end Transactions during reporting period !:>escription Assets 
reporting period reporting period 
(iiicluding trust assets) 
(I) (2) 
Ifuot from disclosure 
(I) 
(l} -(2) 
ace (X) after each asset eirempt from prior disclosure Amot.mt Cadet (A-H) Type (e.g. di rent int.) Value Code2 (JP) Value Method Code3 (Q-W} Type (e.g. buy, sell, merger, redemption) (2) Date: Month-Day (3} Value Code2 (J-P) (4) Gain Code (A (5) Identity buyer/seller (if private transaction) 
91. cc>MMON STOCK -IRA Dividend 
92. cc>MMON STOCK-IRA Dividend 
 
WFS COMMON STOCK-JR.A Dividend 
93. 
WlvU COMMON STOCK-IRA 	None 
94. 
95. ZMH COMMON STOCK-IRA None 
96. UBPT COMMON STOCK-DR.A Dividend 
 
 
DIScctVER BANK DE-CD-IRA Interest 
97. 
ALI GHENY TECH lNC-ODMMON STOCK Dividend 	SELL l/31 
BR!STOL MYERS SQUIBB -COMMON STOCK Dividend T99. DISNEY DEL-COMMON STOCK Dividend 	SELL 5/19 
100. 
101. EGY INC HLDG CO-COMMON STOCK None 
102. illN BIOTECH DISCOVERY FUNDMON STOCK None SELL 8/6 
103. MAsSEY ENERGY CO-COMMON STOCK Dividend SELL 7/11 
 
104. REI RESOURCES -COMMON STOCK None 	SELL 10123 
BUIcA INC -COMMON STOCK Dividend 	SELL 
105. 
 
106. 
COJM CAST CORP 	None 
 
DUKE ENERGY -COMMON STOCK Dividend 
 
107. 
 
108. 
LEC MASON CASH RESERVE TRUST Dividend !ncomelGain Codes:  . 000 oriess 1,001-$2,500 $2.50!-$5,000 $5.001-$15,000 $15,00J-SSu,OOO 
(See Columru; and D4) $50,001-$100.000 =S!00,002-$1,000,000 =$!,000,001-$5,000,GOO =More thlm$5,00G,OOO VaJue Crnie;;: =$15,000 less $15,001-$50,000 150,001 -SW:J,OOO SlOS,001-$250,000 
(See C1:ir.m2 unf. m:i $250,000-$500,00:- $500,00l-$i,OOG.000 ,000, 0Cli -S5,0(}:,,ooo $5.000.00J-$25,000,000 $2.1iJ0,001-$50.0W.000 =$Mo than $50,000,000 Cos. (Reo.l Estate Only) =A; ssm::i: o:-CashlJvfarkct Estimated 
 
FINA...lICIAL DISCLOSURE REPORT Date Report 
Name Person Reporting Page 7of11 JONES ill, JOHN s,1snoo4 
-income, value, tnmscations (includes those ofthe spouse and dependent cln1dren. See pp. 34-57 filing instruciiollS.) 
VII. INVESTMENTS and. TRUSTS 
Income during Gross value end Transactions during reporting period 
Di:scription Assets reporting period reporting period 
(induding trust assets) 
(1) (2) not exempt from disclosure 
(!) 
(5) 
Pia.ce (X) after each asset e.empt Amount Type (e.g. Value Value Type (e.g. Date: Value Gain Identity from prior disclosure buy, sell, Month- 
Codel div. rent Code2 Method Code2 Code buyer/seller (A-H) int.) (J-P) Code3 Day (J-P) (A-(ifprivate 
merger, (Q-W) redemption} trausagtion) 
POI RALPH LAUREN CORP CL-A Dividend 
109. 
STJ mcKS CORP -COMMON STOCK None 
110. 
111. TARGI:!T CORP -COMMON STOCK Dividend 
112. BEJ), IATH BEYOND -COMMON STOCK None SELL 
 
113. CH:ES1.PEAKE ENERGY -COMMON STOCK Dividend 
114. GARTldORE NATIONWIDE FUND-MUTUAL Dividend 
FUl1/1) CLASS 
 
STJ -C:OMMON STOCK -ffi.A None 
ll5. PSELECT INCOME FUND-MUTUAL FUND-A Dividend IRA 
116. 
117. HWESTERN CORP -COMMON STOCKIRA Dividend SEIL 12122 
118. ON-TEXACO 3.5% BOND -IRA EVR Interest 
119. BANK POTTSVILLE-CDS Interest REDEEM 6/15 
 
UNION BANK POTTSVILLE-SA VINOS Interest 
120. 
121. BAX-COMMON STOCK-IRJ. Dividend BUY 6/15 
122. OMMON STOCK-IRA Dividend BUY 6/15 
123. CAPnAL ONE BANK VA-CD-IRA Interest BUY 6/15 
124. FORD MOTOR CREDIT co.e,oND Interest BUY 6/15 .,_ 
125. xcEX. --IN MOBIL CORP-COMMON STOCK Dividend BUY 1212 
126. GE. :RAL ELECTRIC CO-COMMON STOCK Dividend BUY 1215 In::ome/Gaill Codes $1,000 less $1.001-$2.500 $2,501-$5,000 $5,001-$15,000 S:l5Ji0i-$50,000 
(S::e Columns and D{I $50,001-$100.000 $100,001-$1,000,000 $1,000,001-$5.000,000 =More tlum $5,000,000 Vat1e Codes: ; 15000 less $15,001-$50)000 c5D,OOJ-$l00,000 $!00,001-$250,000 
(Set! Columl1s and DJ) s:s:.cmo-noo.ooo l...{: -$1.000,000 J,000,001-$5,000,000 $5,000,00J-$25,000,00C $20..000,001-SSO.OC.OOO IMoretlm. $50.000,000 Awraiso! Cos1 (Re! faiate Only} Assessment 
 
-- ---- ---- 
FilAl!IClAL DISCLOSURE REPORT Date Report 
Name Person Reporting 
VII. INVESTMENTS and TRUSTS  income, value, transcations {includes Uwse the spouse and depende children. See pp. 34-57 filing instructions.) (in escription Assets eluding trust assets) Income during reporting period Gross value end reporting period Tra nsactions during reporting petii>d 
 
-(2) not exempt from disclosure 
(2) (1) 
(5) 
(2) 
ice (}{) after each asset eempt frcnn prior disclosure Amotmt Code! (A-H) Type (e.g. di. rent. int) Value Code2 (J-P) Value Method Code3 (Q-W) Type (e.g. buy, sell, merger, redemption) Date: Month-Day Value Code2 (J-P) Gain Code (AH Identity buyer/seller (if private transa_ction) 
127. NEJR.AL MOTORS CORP-COMMON STOCK Dividend BUY 11107 
 
128. ISTAR. FINANCIAL-COMMON STOCK Dividend BUY 11/13 
129. CORP-COMMON STOCK Dividend BUY 1212 
130. INC-COMMON STOCK PFIZE Dividend BUY 
131. 132. SIRIUS SATELLITE RADIO COMMON STOCK TALBOTS INC -COMMON STOCK None Dividend BUY BUY 11/13 7/15 
133. WILUAMS SONOMA-COMMON STOCK Dividend BUY 7/15 
134. 135. 136. INANCIAL SERVICES: GROUP-COMMON ST1 INDUSTRIES LTD A-COMMON ST DCK (OMITTED 2002) FLEXfRONICS INC -COMMON STOCK Dividend Dividend None BUY SELL BUY 7/25 3/12 612 
137. EXffi ONICS INC -COMMON STOCK None  SELL 
 
BUY !AI >ARKO PETROLEUM CORP-COMMON None 
7/14 
138. 
STocK 
AloIAI>ARKO PETROLEUM CORP-COMMON None SELL SToc 
139. 
140. 141. APPLlED MATERIALS INC -COMMON STOCK -AFPLIBD MATERIALS INC -COMMON STOCK None None BUY SELL 3/17 5/19 
142. BC>Ell -COMMON STOCK Dividend BUY 112 
143. BC>EING -COMMON STOCK Dividend SELL 2120 CORP DEL -COMMON STOCK Dividend BUY 3/17 
144. Income/Gain Codes: $1,000 less $1,001-$2,500 $2,501-$5,000 S5,001c$15,000 $15.00J-$50,000 
{See Coiurnns and D4) 5.50,C0!-$!0Ct,OOG !C!00,001-$1,000,000 $1,000,00l-$5.000,000 =More than $5,000,00D /a lue Codes: $15,003 orless 5,001-$50,000  $50.001-$100,000 $!00,001-$250,000 
(See CollliTlilS and $50,0fl0-S50D.OOO $500.001-$!,0DC>1QO SJ,000,0D!-$,OOG,OOO $5,U00,001-$25,0-00,00D 2::,000,DOi-$5(;.0:JO,QOO $More tlllm $50,000,00{! .ip1aisa C:.os: (T:e..l Estate Oal)i :::o Assessment Bor1L Value 
 
Date Report 
Name Person Reporting 
JONES III, JOHN 
5/5/2004 
-income, value, trdnscations (includes d1ose the spouse and dependent children. See pp. 34-57 offilinEL,ITY BLUE CHIP VALUE FUND MlmJAL FUND Dividend BUY 9111 
VANG Mlm iUARD LONG TERM TAX EXJAL FUND Dividend BUY 9/18 
 
FIT>EL,ITY REAL ESTATE INCOME FUND-A Dividend BUY 9/12 MtmJAL FUND 
185. 
 
186. 
Fl[>EL ITY INVESTMENT -M/M FUND Dividend BUY 9/14 Income/Gain Codes: $1,000 !es; $1,00i-$2,500 $2.501-$5,000 $5,001-$15,000 $!5.001-$50,000 
(SeeColurn:isBl andD4) $50,001 -$!00,000 $J00,00i-Sl,OOO,OOG Sl,000,001-$5,000,000 =More than $5,000,000 
:::.. Value Cod.,,;: $15,000 less $15,001-$50,000 =$50.001-$100,000 SWO,OOi -$250,00G 
(See Colwrms anc D3, s;:;so,000-$500,00IJ $500.001-tl,000.()()l. $1,0ll0.00J-5,000,ff.l0 $5,000,00J-S,25,000.000 
P:.i s::::-..oo:J,0Cl1-S5JJ)D0.00D $11.ore tlttrn $50.000.00D }ppra!sa: Cosj (Real Estat Only) P.ssessment .,.. Cslfarkct Booi. v::r.1, Othec Esurm1tc 
 
Name Person Rcporting1 JONES III, JOHN (IndicalepartofRepmt.) 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS Government Act 1978. Calendar Year 2003 U.S.C. app.  101-111) Person Reporting (Last name, First name, Middle initial) Court Organization JONES JOHN COURT-MIDDLE DISTRICT 	Title (Article Ill Judges indicate acltive senior status; ReportType (check appropriate type) magistrate judges indicate full-or part-time) Nomination, Date 12/31/2003 DISTRICT JUDGE Initial @Annual Final Date R1iport S/512004 	Reporting Period Ul/2003 
121311200_3 Chambers Office Address the basis the information contained this Report and any 
240 WEST THJRD STREET modifications pertaining thereto, is,.in opinion, compliance with applicable laws and regulations. 
SUITE406 
WILLIAMSPORT, 17701 Reviewing Officer ___ NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions) NONE :- ,- 
II. AGREEMENTS. (Rt.J)Orting individual only; see pp. 14-16 filing instructions) NONE -(No reportable agreements.) -:::C 
PARTIES AND TERMS (;; == ::0 	2002 1HE STATE EMPLOYEES RETIREMENT SYSTEM (PENNSYLVANIA) FOLOY VESEDi PENSION 
 
.-> 
:nz 
c:::i 1.-- ...... -nr- 
::;r::: 
0-c:::::> rrt 
..i::;.. 
Ill. NON-INVESTMENT INCOME. (Reporting individual and spouse; see pp. 1724 filing instructions) 
 NONE -(No reportable non-investment income.) 
SOURCE AND TYPE 	GROSS INCOME (yoUIS. not spouses) 
 
 
 NONE (No such reportable reimbursements.) 
 
SOURCE DESCRIPTION 
 
 
 
 
 
FINANtlAL DISCLOSURE REPORT 
Date Report 
Name Person Reporting 
5/5/2004 -income, value, transcations tiru:1udes t1tose orthe spouse and dependent children. See PP 34-57 ormmg instructions.> 
JONES Ill, JOHN 
VII. INlE:STMENTS and TRUSTS Income during Gross value end Transactions during reporting period Description ofAssets 
reporti!ig period reporting period 
(inclnding trust assets) 
(1) (2) (2} 
Ifnot exempt from disclosure 
Pla1:e (X) after each asset exmpt fromprior disclosure 
(No reportable income, ass:ets, transactions) NONE 
 
 
1ST NATIONAL BANK CHEROKEE-CD IRA 
PROVDDIAN NATIONAL BANK.CD IRA 
10. 
11. 
UNION BANK M/M IRA 
 
12. 
GERMANY FUND-MUTUAL FUND IRA 
 
13. 
GERMANY FUND (NEW)-MtnUAL FUND IRA 
 
14. 
CATS SERIES IRA 
 
15. 
GAM-COMMON STOCK IRA 
 
16. 
MTI.:COMMON STOCK IRA 
 
17. 
STRD-COMMON STOCK IRA 
 
18. 
UNION BANK M/M IRA 
 
 
(2) (S} 
Amount Code Type (e.g. div. rent. Value Code2 Value Method Type (e.g. buy, sell, Date: Month- Value Code2 Gain Code Identity buyer/seller 
(A-H) int.) (H} Code3 (Q-W) merger, redemption) Day (J-P) (AJ.fl (ifpifvilte transaction) Distribution Distribution Distribution Distnbution Distribution Distribution Distribution Interest REDE 212 
TION :Interest Dividend Dividend Dividend Interest Dividend Dividend 
None Dividend Iucome/Gain Codes: $1,000 less $1,001-$2,500 $2,501-$5,000 $5.001-$15,000 $15.00J-$50,000 
(See Columns and 04) $50,001-$100,000 =SJ 00.001-$1,000,000 ,000,001-$5,000,COO More than $5,000,1}00 Value Cod.es: lS,000 Jess $15,001-$50,000 SS0,0(})-$100,000 $JOO,OOJ-$250,00Q 
(See Columns and D3) $250,00G-$500,000 $500,001-$1.000,000 s;J ,000,00l-$5,000,000 $5,000,001-$25,000,000 $25,000,001-$50.000.000 $Mtrre than $50,000.000 Value Method Codes =Appraisal Cosi (Real Esiate Only) =Assessment CashMarket 
(See Column C2) =BooL Value =Other \f Esrirmted. 
 
FINANCI.AL DISCLOSURE REPORT 
 
Name Person Reporting Date Report 
_Page oJf JONES III, JOHN 5/5/2004 
vn. INVESTMENTS and TRUSTS --income, value. tnmsc.ations (includes those oftbe sptluse and dependent children. Sec pp. 34-57 filing instructions.) 
 
A.. 
Income dining 
Description Assets 
reporting period 
(including trust assets) 
Gross lllue end Transactions during reporting period reporting period not exempt from disclosure 
(2) (1) 
(I) (2) 
Plac:e (X) after each asset exempt 
front prior disclosure I10NWIDE-ANNUITY 
19. 
UNION BANK TRUST CO.-CHECKING 
20. 
21. QUALffY VENDING INC-50% INTEREST 
LOAN RECEIV ABLE-PHOEND CONTRACTING 
22. 
UBPTE.COMMON STOCK 
23. 
UBPTE.COMMON STOCK 
24. 
UBPTE-COMMON STOCK 
25. 
DREYFUS PREMIER BALANCED FD. 
26. COMMON STOCK 
27. 
28. NASDAQ 100 SHARES-COMMON STOCK 
SOVEREIGN BANCORP-COMMON STOCK 
29. 
TARGET CORP.-COMMON S:TOCK 
30. 
LEGG MASON MIM FD. 
31. 
ATT-COMMON STOCK 
32. 
Amowit Code (A-H) 
Type (e.g. div. rent. int.) Value Code2 (JP) 
Interest 
Interest 
Distribution 
Interest 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
 
Value Method Code.3 (Q-W) Type (e.g. buy, sell, merger, redemption) Date: Month-Day Value Code2 (J-P) Gain Code (A1-l (5) Identity boyer.I seller (ifpifi.lite tr.msaction) CLOSED 6/15 
 
ATT WIRELESS-COMMON STOCK None 
ASTRAZENECA PLC-COMMON STOCK Dividend 
34. 
CISCO SYSTEMS INC-COMMON STOCK None 
35. 
 
36. 
COACH INC.-COMMON STOCK Dividend 
 
 
SELL 7/7 Income/Gain Codes: =  $1,000 less Sl,001-$2.500 $2.50 J-$5,000 $5.001-$15,000 sas.ooJ-$50,000 
(See Columns and D4j $50,001-$100,000 $100,00!-$1,000.000 $1,000,00!-$5,000.000 =More tlm:n $5,000.000 Value Codes: $15J)OO less $15.001-$50,000 SS0.001-$100,000 S100.00lS250,000 
(See Columns and D3J $250,000-$500.000 $500,001-$1.000.000 $l,OOO,OUJ-$5,000,000 ss.000.001 -S2s,ooo,ooo $25,000,0Ul-S50.000.000 $More Ulan $50.000,000 Value ;JefooJ Codeo Apprai>al  Cost (Real Estate Only) = Assessment =--Cs1a/Marke1 
 Booi: Value Other Estnnated 
--- - 
 
Name Person Reporting JONES III, JOHN 5!512004 
-income, value, tr.mscations (includes those ofthe spouse and dependent children. See pp. 34-57 offiling instructions.) 
VII. INVESTMENTS and TRUSTS Description Assets (including trust assets) PlaMMON STOCK-IRA None 
 
 
87. 
SPICOMMON STOCK-IRA Dividend 
 
 
 
STR.D CX>MMON STOCK-IRA None .;...;;,. 
88. 
 
89. TECO!MON STOCK-IRA Dividend 
 
90. TYCO :>MMON STOCK-IRA Dividend Income/Gain Codes: $1.000 less $l,00l-$2,500 $2.501-$5,000 =SS.OOl-SJS,000 $15,001-$50,000 
(See Columns.Bl andD4) $50,00J:-$100,000 $100.001-$1,000,000 ,000,00 l-$5.000.000 H.! =More tllan $5,000,000 Value Codes: $!5.000 less $15.001-$50,000 $50,001-$100,000 SI00,001-$250.000 
(Sec Columns and DJ) ).; $25(J,000-$SOO.OOO $500,001-$1.000.000 $1.000,00J-$5,000,000 $5.000,001-$25,000,000 $25,000.001-$50.000.000 $More than $50,000.000 Value Me:rhod Codes =Appraisal Cll5t (Real Estaw Only) Assessment CasltlMarket 
(See CoiumH C2j =Book Value Other =Esti1mted 
 
 
 
Date Report 
Name Person Reporting 
 
JONES Ill, JOHN S/5/2004 
 
-income, value, transcations (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) 
vn. INVESTMENTS and TRUSTS Income during Gross value end Transactions during reportiug period 
De;criplion Assets 
reporting period reporting period 
{inc Iuding trust assets) 
Ifuot exempt from disclosure 
(2) {1) 
(2) (5) 
Plac:e (X) after each asset exempt 
 
Amount 
froE priOT disclosure 
 
Code 
(A-H) COM MON STOCK-IRA 
91. 
 
 
vzcmON STOCK-IRA 
92. 
 
WFSLC.OMMON STOCK-IRA 
93. 
WMICl:ASON CASH RESERVE TRUST Dividend SELL 7fll 
SELL 10/23 Dividend SELL Dividend Dividend Income/Gi1in Codes: $1,(}0I) less $1,0GJ-$2,500 $2,501-$5,000 $5.001-$15.000 $15.001-$50.000 
(See Colwms and 04) $50,01)1-$100.000 $100.001-$1,000,000 $1,000,00J-$5.000,000 ill =More trum $5.000,000 Value Cod-MUTUAL IRA 
116. 
117. NORTHWESTERN CORP COMMON STOCK 
IRA 
CHEVFlON-TEXACO 3.5% BOND IRA 
ll8. 
UNIONI BANK POTTSVILLE-CDS 
119. 
UNIOliI BANK POTTSVILLIB-SA VINOS 
120. 
BAX-C:OMMON STOCK-IRA 
121. 
 
122. 
CCE-COMMON STOCK-IRA 
123. CAJPITAL ONE BANK VA-CI>-JRA 
124. FORD MOTOR CREDIT CO-lBOND 
EXXO MOBIL CORP-COMMON STOCK 
125. 
 
126. 
GENERAL ELECTRIC CO-COMMON STOCK Income/Gain Codes: $1.000 less 
(See Colunm.25,000.000 $25,rmo,oOI-$50,ooo.ooo $More than $50,000.000 aluo Method Codes Appni.isal Cost (Real Estate Onlyi =Assessment Casl1Market 
(See Columr1 C2) Book alue Other =Estimated 
 
FINANCIAL DISCLOSUEt.E REPORT 
Name Person Reporting Date Report .Page 11of11 JONES ill, JOHN 
51512004 
 
-income, value, tran.cations (includes !hose the spouse and dependent children. See pp. 34-57 filing instructions.) 
vn. INVESTMENTS andl TRUSTS 
De!;criptiou Assets (inclluding trust assets) 
Income during reporting period 
 
(I) (2) 
Gross value end Transactions during reporting period 
reporting period 
 
lfnot eKempt from disclosure 
(I) 
(3) (5) 
Place (X) after each asset exeltlJ>l 
Value 
Value 
Type (e.g. Date: Value Gain Identity 
Type (e.g. 
 
Amotmt 
fron1 prior disclosure 
Method 
Code2 
buy, sell, Month-Code2 Code buyer/seller 
div. rent. 
 
Code! 
Code3 
merger, Day (J-P) (A-(ifpriate 
(J-P) 
int) 
redemption) J.I transaction) 
(Q-W) 
BUY 
NoneSIRllus STOCK 181. 
 
SATELLITE RADIO INC-COMMON 1212 
 
182. 
 
183. 
 
184. 
 
 
185. 
186. 
sovEREIGN BANCORP INC COMMON STOCK BLUE CHIP VALUE FUND MU1ruJLFUND 
VA}.!GlJARD LONG TERM TAX MU1rwLFUND 
FIDE REAL ESTATE INCOME FUND 
MU1 lLFUND. 
FIDI ,LY INVESTMENT -MIM FUND Dividend 
Dividend 
Dividend 
Dividend 
Dividend BUY 
BUY 
BUY 
BUY 
BUY 
10/02 
9/11 
9/18 
9/12 
9/14 Income/Gain Codes: $1.0D less $1.001-$2,500 $2,5 01-S5,000 S5.00l-S15,000 $15.00J-$50,000 
(See Columns and 04) $50,001-$100,000 $100.001-$1,000,000 $1,000,001-$5,0()0,000 =More thlm SS,000,000 Value Codes: 5,000 less $15,001-$50,000 SS0,001-$100,000 $10D.00l-S250.000 
(See Columns and D3J $250.()()0-$500.000 $500,001-$1.000.000 $1,000,001-$5,000,000 $5.000.001-$25.000,000 S25,000,001-$50.000.000 SMorc than $50.000.000 Value Meti1od Codes =Appraisal Cost (Real Estate Only) Assessment CasM1arker 
(See Coiunm C2) Bool: Value =Other Estimated  ------ 
 
JONES Ill, JOHN 5/5/2004 
VIII. ADDITIONAL INFORMATION EXPLANATIONS (IndicatepartofReport.) certify that all information given above (including information pertaining spouse and minor dependent children, any) accw:ate, true, and complete the best knowledge and belief: and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure.