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Judicial Watch • Marvin Katz – 2008

Marvin Katz – 2008

Marvin Katz – 2008

Page 1: Marvin Katz – 2008

Category:Federal Judges

Number of Pages:6

Date Created:October 21, 2009

Date Uploaded to the Library:October 26, 2013

Tags:specter, Plans, Marvin Katz, profit, sharing, MARVIN, vanguard, 2008, EPA, ICE, CIA, Federal Judge, income, Judge


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  • demand_answers

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Katz_Marvin 
 
 
Ill. NON-INVESTMENT INCOME. (Reporting individualand spouse;see pp.17-24offdinginstructions.) Filers Non-Investment Income NONE (No reportable non-investment income.) 12/31/08 Vanguard Star (IRA) Spouses Non-Investment Income -If you were maied during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) 
 
NONE (No reportable non-investment income.) 
 
 
IV. REIMBURSEMENTS -transportation, lodging,food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27of filing instructions.) 
 
NONE (No reportable reimbursements.) 
 
 
 
 
 
Date Report 
Name Person Reporting 
03/18/2009 
Katz. Marvin GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) NONE (No reportable gifts.) Robert Katz -cash $210,000.00 
 
 
VJ. LJABJLJTJES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[Z] NONE (No reportable liabilities.) 
 
 
 
 
Name Person Reporting 
 
Date Report 
03/18/2009 
Katz, Marvin 
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.) 
Type (e.gbuy, sel 
r/selle 
Description Assets (including trust assets) 
Place(X) after each asset 
BIncome dnring reporting period cGross value end repor ting period ..D. Tran sactions during reporting period 
(1) Amount Code (A-H) exempt from prior disc (2) div., rent, orinl) Type (I) Value Code2 (J-P) (2) Value Method Code3 (Q-W) (1) redemption) (2) Month-Day (3) Value Code2 (J-P) (4) Gain osCode1 (A-H) g., (5) Identity buyer (if private transaction) .lure 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) =$50,001-$100,000 =$100,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15,000orless K=$15,001-$50,000 =$50,001 -$100,000 =$I 00,00 -$250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,00 I-$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 Mark.et 
(See Column C2) =Book Value V=Olher =Estimated 
 
 
Name Person Reporting 
Date Report 
Katz, Marvin 
03/18/2009 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicateparto/Report) 
*I. Positions. withdrew from Mesirov, Gelman, Jaffe, Cramer Jamieson effective 8/25/83. resigned trustee under the Pension and Profit Sharing Plans Specter and Katz amd Chairman and Director Specter and Katz, inactive professional association, August 22, 1983. 
**Il. Agreements. Commenced 1/1/62 and restated effective 7/1/76. Specter Katz, Arlen Specter, Marvin Katz and Kathleen Groetzinger, vested trust 
interests Pension and Profit Sharing Plans former employer Specter Katz, Michael Baylson, Trustee, restated 7/1/00 and rolled over into IRA 
11/15/02, The Vanguard Fiduciary Trust Co., Custodian 
 
 
 
 
 
Date Report Name Penoo Reporting 
 
Katz, Marvin 
03/18/2009 
 
 
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 ofS U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
 
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