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Judicial Watch • Lynn S Adelman Financial Disclosure Report for 2004

Lynn S Adelman Financial Disclosure Report for 2004

Lynn S Adelman Financial Disclosure Report for 2004

Page 1: Lynn S Adelman Financial Disclosure Report for 2004

Category:Financial Disclosure

Number of Pages:9

Date Created:January 5, 2006

Date Uploaded to the Library:November 13, 2013

Tags:Adelman, Lynn S Adelman, Wisconsin, Puerto, section, 2004, EPA, TRUSTS, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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FINANCIAL .DISCLOSURE REPORT 
A0-10 
nmcnt Act oft 978 
r--Rev. l/2004 
FOR CALENDAR YEAR 2004 Person Reporting (Last name, First name, Middle initial) Adelman, Lynn Court Organization Eastern District Wisconsin 5110/2005 Title (Article Judges indicate active senior status; magistrate judges indicate full-or part-time) District Judge -Active Report Type (check appropriate type) Reporting Period Nomination, Date Initial @Annual Flnal 1/1/2004 12/31/2004 Chambers Ofiice Address 517 Wisconsin Ave., Rm. 364 Milwaukee, 53202 the basis the infonnation contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer  

IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions) 
 NONE -(No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY 
......,  
II.  AGREEMENTS.  (Reporting individual only; see pp. 1.4-16 filing instrnctions) -ri  3 :;.:-  
 NONE  -(No reportable agreements.)  o{J):i'E: c::> ::02: irt1  
rrio  PARTIES AND TERMS  o:c 1;1 -.,-,  
71  

Adelman, Lynn 
III. 
NON-INVESTMENT INCOME. (Reporting individual and spouse; see pp. 17-24 tiling instructions) 
Filer's Non-Investment Income NONE -(No reportable n011-inveslment income.) 

SOURCE AND TYPE 	GROSS INCOME 
(yours, not spouse 2004 State Wisconsin -Pension/Retirement 17,061.36 2004 State Wisconsin -Deferred Compensation 	12,412.37 Spouse's Non-Investment Income (If you were married during any portion the reporting year. please complete this section. Dollar amount
not required except for honoraria.) NONE -(No reportable non-investment income.) 
SOURCE AND TYPE 2004 	Law Practice 
IV. 	REIMBURSEMENTS --transportation, lodging, food, entertainment. (Includes those spouse and dependent children. See pp. 25-27 instructions.) 
 NONE (No such reportable reimbursements.)
SOURCE 	DESCRIPTION 

Date Report 
Adelman, Lynn GIFTS. (fncludes those spouse and dependent children. See pp. 28-31 instructions.) 
 NONE -(No such reportable gifts.) 
SOURCE DESCRIPTION 

VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) 
 NONE -(No reportable liabilities.) 
CREDITOR DESCRIPTION 

Name Person Reporting 
Date Report 
Adelman, Lynn 
5/10/2005 
VIL INVESTMENTS and TRUSTS -income, value, transcations (includes those oftbe spouse and dependent cbildren. See pp. 34-57 filing instrnctions.) 

-   ----- lncome.-"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-$100,000G $100,001-$1,000,000 $1,000,001-$5,000,000 =More than$5,000,000 Value Codes: $15.000or less $15,001-SSO.OOO -$50.001-$ l00,000 SI00,001-S250,000  
(See Columns and D3) $250,000-$500,000 $500.001-$1,000.000 $1,000,001-$5,000,000 $5.000,001-$25,000,000  $25.000.001-$50,000,000P4 $More than $50,000,000 Vaine Method Codes  = Appraisal Cost (Real EstateOnly) Assessment Cash/Market  
(See Column C2i  =Book Value  =Other  =Estimated  

Name Person Reporting 
Date Report 
Adelman, Lynn 
5/10/2005 
VII. INVESTMENTS and TRUSTS --income, value, n11nscations (includes those the spouse and dependent children. See pp. 34-57 filing instmctions.) 
19. Description Assets (inc.luding tntst assets) Place "(X)" after each asset exempt from prior disclosure Treasury Invt. Gr. Rep. Series (IRA) Income during repol1ing period Gross value end repol1ing period Transactions during reponing period  
(I) Amount Code (A-H)  (2) Type (e.g. div. rent. int.) None  (1) Value Code2 (J-P)  (2) Value Method Code (Q-W)  (I) not exempt from disclosure (2) (3) (4) (5) Type (e.g. Date: Value Gain Identity buy, sell, MonthCode2 Codel buyer/seller merger, Day (J-P) (A-H} (if private redemption) transaction)  
20. 21.  Rental Property-Milwaukee, Citizen's Bank Mukwonago (S)  Rent Interest  
 
22.  Citizen's Bank Mukwonago,  Interest  
23.  Mutual Savings Bank (formerly First Savings Bank)  Interest  
24.  Citiz.en's Bank Mukwonago,  Interest  
25.  Business -plant nursery  None  
26.  Strong Adv. Muni Bond (was State Street Resh. Tax Exempt)  Dividend  
27.  Puerto Rico 4.875%  Interest  
28.  Puerto Rico 5.0%  Interest  
29.  Puerto Rico 5.0%  Interest  
30.  Puerto Rico 5.0%  Interest  
31. 32.  Puerto Rico 5.0% Eaton Vance Tax MGD  Interest Dividend  
33.  Eaton Vance Mut. FDTR  Dividend  
34.  Alliance Growth Income  Dividend  
35.  Guam Power Auth. Rev.  Interest  
36.  Midcap SPDR  Dividend Income/Gain Codes: $1,000 less ,001-$2,500  =$2,501-$5,000 $5,001-$15,000 $15.001-$50,000  
(Sec Columns and D4J $50,001-$100,000 !00,001-$1,000,000 $1,000,00!-$5,000,000 =More tl1an $5,000,000 Value Codes:  =$15.000 less $15,001-$50,000 $50,001-$100,000 Sl00,001-$250,000  
(See Colum11s and 03) $250,000-$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 Esr.itc Only) Assessment Cash/Market (See Colum11 C2) =Book Value =Other =Estimated 
Date Report
Adelman, Lynn 
VII. INVESTMENTS and TRUSTS --income, value, transcations (includes !hose the sj,ouse and depeudent children. See pp. 34-57 filing instructions.) lncomeiGain Codes: ,000 less  =$1,001-$2.500 $2,501-$5,000 $5,00 l-$15,000 $15.001-$50,000  
(See Columns and 04) $50.001-$ 00,000 00,001-$1,000,000 $1,000,001-$5,000,000 More than $5,000,000 Value Codes: SlS.000 less $15,001-$50,000 $50,001-$100,000 00,001-$250,000  
(See Columns and D3) $250,000-$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 S50,000,000 Value Method Ctides  =Appraisal Cost (Real Estate Only) Assessment Cash/Market  
(See Column C2)  =Book Value  =Orher  =Estimated  

Date ofReport
Name Person Reporting 
Adelman, Lynn 
5/10/2005 
VII. INVESTMENTS and TRUSTS -income, value, transcat ions (includes those the spouse and pendent children. See pp. 34-57 filing instructions.) 
Description Assets 
(including trust assets) 

Plac.e "(X)" after each asset exempt 
from prior disclosure 

Henderon European Focus Fund HFEDX (IRA)  
Income during  Gross value end  Transactions during repo1ting period  
reporting period  reporting period  
(I) Amount Code (A-H)  (2) Type (e.g. div. rent. int) Dividend  (I) Value Code2 (J-P)  (2) Value Method Code3 (Q-W)  (I) Type (e.g. buy, sell, merger. redemption) Buy  Ifnot exempt from disclosure (2) (3) (5) Date: Value Gain Identity Mont Code2 Code buyer/seller Day (J-P) (A-H) (if private transaction) 11/17 $5,001-$15,000 $15,001-$50,000 
Sec Columns and D4J $50.001-$100,000 $100,001-SI,000,000 $1,000,001 SS,OOO,OOO =More than $5,000,000 $2,501-SS,OOO less ,OOJ-$2,500 lncomeiGain Codes: $1,000 less $15,001-$50,000 $50,001-$100,000 $100,001-$250,000 (See Columns and D3) $250,000-$500,000 $500.00 I-$ ,000,000 $5,000,001-$25,000,000 Value Codes: $15,000 ,000,001-$5,000,000 $25.000.001-$50,000,000 =$More than $50,000,000 Vitlue Method Codes Appraisal Cost (Real Estate Only) Assessment  Cash/Market iSe.: Colu11111 C2i =Book Value =Other Es1imated 
---------
Date Report 
Adelman, Lynn 
(Indicate part Report.) 
VIII. ADDITIONAL INFORMATION EXPLANATIONS 
Section VII line reflects increase City Milwaukee's Assessor's Office assessment, which considered that office 100% its value. 
Section VII line 25, plant nurseryhad income during the reporting period. 
Section VII lines and was reported last year line single asset. explained Section VIII last year, this asset split and now reported 

two separate items. 

Date Report 
Adelman, Lynn 
IX. CERTIFICATION. certify that all infonnation given above (including infonnation 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.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Date 
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