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Judicial Watch • Marsha S. Berzon – 2012

Marsha S. Berzon – 2012

Marsha S. Berzon – 2012

Page 1: Marsha S. Berzon – 2012

Category:Federal Judges

Number of Pages:8

Date Created:January 3, 2014

Date Uploaded to the Library:May 22, 2014

Tags:berzon, Marsha, Marsha S Berzon, activity, accounts, 2012, spouse, transactions, Codes, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
Rev. 112013 
FOR CALENDAR YEAR 2012 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report  
BERZON, MARSHA Title (Article III judges indicate active senior status;  U.S. NINTH CIRCUIT Sa. Report Type (check appropriate type)  0511512013 Reporting Period  
magistrate judges indicate full-or part-time)  
U.S. CIRCUIT JUDGE -ACTIVE Nomination Date Initial [{] Annual Final  01/01/2012 12/31/2012  
Sb. Amended Report Chambers Office Address SEVENTH STREET 
P.O. BOX 1939393 SAN FRANCISCO, 94119-3939 
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. POSJTJ NS, (Reporting individual only; see pp. 9-13 filing instructions.) 
[{]  NONE (No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY 

JJ. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 

PARTIES AND TERMS 

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

 SOURCE AND TYPE  INCOME  
(yours, not spouse's)  
I.2012 HASTINGS COLLEGE THE LAW -TEACHING  $3,060.00 Spouse's Non-Investment Income -lfyou 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  
I.2012  SELF-EMPLOYED ATTORNEY 
IV. REIMBURSEMENTS -transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 

ACTIVITY 	
UNIVERSITY 10117/2 012-10/19/2 012 KNOXVILLE, EDUCATIONAL TRAVEL, LODGING, MEALS TENNESSEE ACTIVITY 	
AMERICAN UNIVERSITY I011912 012-10/2 1/2 012 WASHINGTON, D.C. EDUCATIONAL TRAVEL, LODGING, MEALS 

WASHINGTON COLLEGE ACTIVITY LAW 	
STATE BAR 11/02 012-11/0 3/2 012 NEWPORT BEACH, PROFESSIONAL TRAVEL, LODGING, MEALS 

CALIFORNIA 	ASSOCIATION 
ACTIVITY 
Date Report 
BERZON, MARSHA 
05/15/2013 GIFTS. (lnc/11des those spouse and dependent children; see pp. 28-31 filing instmctions.) 
[{] NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 

VJ. LIABILITIES. (lnc/11des those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 

Name Person Reporting 
Date Report 
BERZON, MARSHA 
05/1 5/2 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 of.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) (3) (4) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  

transaction) BANK AMERICA ACCOUNTS Interest 
CITIBANK ACCOUNTS Interest 
FIRST REPUBLIC BANK ACCOUNTS Interest 
STERLING BANK TRUST ACCOUNTS Interest Income Gain Codes: =$1.000 less =$1,001 -$2.500 =$2.501 -$5.000 0=$5.001 -$1 5.000 =$15.00I -$50.000 (Sec Columns and D4) =$50.001 -$100,000 =$100.001 -$1.000,000 Ill =$1.000.001 -$5.000.000 112=More than $5,000.000 Value Codes =$15.000 less =$15.001 -$50.000 =$50.00I -$I 00.000 =$IOO.OOI -$250.000 (Sec Columns and 03) =$250.00I -$500.000 =$500.00I -$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 Estate Only) =Assessment =Cash Market (Sec Column C2) V=Othcr =Book Value 	W=Estimated 

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  ofreporting period Jncomc Gain Codes: =$1.000 less =$1.001  $2.500 =$2.501 -$5.000  045.001 -$15.000 =$15.001 -$50.000  
(Sec Columns and 04) =$50.001 -$100.000 4100.001  $1.000.000 =$1.000.001 -$5.000.000 =More than $5.000.000 Value Codes =$15.000 less =$15.001  $50.000 =$50.001 -$!00.000 =$!00.001 -$250.000  
(Sec Columns and 03) =$250.00  $500.000 =$500.00I -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.00t  $50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated 

Name Person Reporting 
Date Report 

BERZON, MARSHA 
05/15/2013 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
(2) (I) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code2  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  

transaction) 
34. -VANGUARD TARGET RETIREMENT Buy 041 10/1 2015 FUND (INV) (add'!) 
36. 
-VANGUARD TARGET RETIREMENT  Buy  04/10/12  
2025 FUND (INV)  (add'!)  
IRA#!  ACCOUNT)  Dividend Income Gain Codes: =$1.000 less =$1.00 -$2.500 =$2.501 -$5.000  D=$5.001-$15.000 =$15.001 -$50.000  
(Sec Columns and D4)  F=$50.001-$100.000 =$100.001 -$1.000.000  Ill =$1.000.001 -$5.000.000  J-12 =More than $5.000.000 Value Codes =15.000 less =$15.001 -$50.000 =$50.001 -$100.000 =$100.001 -$250.000  
(Sec Columns and 03) =$250.00 -$500.000 =$500.00 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25,000.000  
1'3 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

 

Name Person Reporting 
Date Report 
0511 51201 
BERZON, MARSHA 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofreport.) NSTAR MERGED WITH NORTHEAST UTILITIES APRIL 2012. SCHWAB PREMIER EQUITY SELECT SHARES MERGED WITH SCHWAB CORE EQUITY FUND SEPTEMBER 2012. ACCOUNTTRAX CHANGED ITS NAME VERIS!GHT 2012. TRANSACTION OCCURRED DUE CHANGE THE MENU FUNDS OFFERED THE PLAN. THE EARNINGS REPORTED PART VII REPRESENT DISTRIBUTIVE SHARE PARTNERSHIP INTEREST INCOME. 

Name Person Reporting 
Date Report 
BERZON, MARSHA 
05/15/2013 
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. 
Signature: MARSHA BERZON 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544



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