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Judicial Watch • Morrison C England Jr Financial Disclosure Report for 2003

Morrison C England Jr Financial Disclosure Report for 2003

Morrison C England Jr Financial Disclosure Report for 2003

Page 1: Morrison C England Jr Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:17

Date Created:February 3, 2005

Date Uploaded to the Library:November 13, 2013

Tags:Premier, Morrison C England Jr, Morrison, England, Growth, Estate, Gross, stock, 2003, EPA, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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EASTERN DISTRICT CAUFORNIA 
501 STREET 
SACRAMENTO, 95814-2322 

(916) 930-4205 CHAMBERS Fax {916) 9304129 
MORRISON' ENGLAND, JlR. UNITED Disnucr jTIDGE: 
June 14, 2004 
Committee DESCR1PIION 	lnthony Kennedy Imt olf'IComt, Jocai Sacramcn1o Reimbursed expenses for American funs ofCourt Conference Philadelphia. C:haitcr 

England, Jr., Morrison 

6/10/200cscriptillllof Assets - 
reporting period reporting period 

(iochiiding trust asscts) uot exempt ftam 
(l} {2) (1) (2) (1) 

Place' (X) after each asset nelllllt AmOllllt Type (e.g. Value Value Type (11.g. Date: Vahie Gain Identity li'am pier disclosure Cadel div. n:nt. Code2 Method buy, sell, Month- bnyerlildlcr(A-H} iol.) (J..P) Code3 merger, Day {J-P} (A ('lfpmatc{QW) redcmptioo) 1'( trans'tian)

DNONE (No rcpartablc income, assets, ballsa::lions) 
-MFSMlassachusetts Investment Trust 

RcntalPl'Opcrty #2, Sacramento, C:A  Rent 
IRAIH  Dividend Alli:mc c:: Premier Growth Fund -Drey; Pmnicr Worldwide::
 
Microsoft Common stock 
-Edillon Common stock 
IRAIJ2 Dividend 
-Drcyfus Laurel FDS Fund 

10. 
-Drcyfus FDS Premier Balanc:cdFund

ll. -MFSC:ap Opportunities 
12. -DuPon1Common stock

13. -Pfizer ommonSIDck

14. -W)'Cth Common stock

15. -Sm11 MW:ro systems Common mK:k.

16. -MicrQso Common stock

17. Ed1J1cationFund I. M1uns:tay FDS Equity Index Dividend lncomefGain Codes: Sl,000 less =Si,001-$2..500 $2,501-SS,OOO "'S5,001-Sl5,0 im.001-sso,ooo
(See Co111111ll; imdD4) SSO,Oeic:ISlll'e
(2) 
(4)
Date: 
G!ln

Value
l'!m "(X)" after each asset cx.cmt>I Ii-om prior disclosure 
Value Value 
Type (e.g. 
Amount Type (e.g. 
buy, sell, 
Cade div. rent. 
Codc2 MmthMet!Klcl Code2 

Identi11y Code 
bnyel'/sdlcr(if prime 
merger, Day
int.) 
(1-P) Codc3
(A-H) 
Rdemptioa)
{Q-W) (transaclion:) 
37. Wacboviia Securities Dividend 
Merger 
SS,000,000 5.00 l-550.000 lncome/Gaii:1 Codes: (Sec Col1mme: 04) 
S5,00J -$1S,000 !l.1[)00 less ,OOJ -S2.SOO 
SJ00,001-$1,000.000 =More 1han $$.000,000 Sl,000,flOl 
!S0,001-$1(10,000 Vah1e Codes: Sl5,C0ll 1or less $15,001-S.50,DOO SS0,001-SHlO.,OOO =$100.001-$250,000 

iSee Coliunuis and 03) !50,000-SSOO,OOO $500,001-SJ,OOO,OOO $1,000,001-$.5,000,000 "'55,000,001-$5.000,000 S'.!S.Oi00,001-SS0,000 ,000 S.More than $50,000,000 Value MctbcK! Codes Appraisal Cost (Real Estate Only) Assessment 
Boak Value Other  Estimated 

(1) PartVn. Hii the 2002FDR reported the ex.c:hgi: Rental Property for Rental Property which was reported Part VII, line the 202 report; bccmJSC line of1hc 2002 FDR iii longer applicable, has been omitted from the 2003 report. 
 

(2) Part Vll, line the 2002FDR1:qX>r!Cd
the sale ofAmerican Products common stock; because that stock WIS sold 2002, has been omitted from the 2003 report. 
(3) Part VII, line Wachovia acquired prir company which investments were held
-- 
(4) Part IV, Reimbursements original n:port dicalcd NONE. FffikCIAL DISCLOSURE REPORT 
England, Jr.. Morrison 
JX. CERTJFICATION. certifjf that all infonnation given above (including information pertaining spouse and minor dependent children,. any) acc1mte. true, and complete the best know!edge and belief: and that any infonnation not reported was withheld because met applicable statutory provisions permitting non-disclosure. furtbe:r c:ertify that earned bmome from outside em?loyment and Ji,onoraria and the acceptance gifts which have been reported are compliance with the provisions of5 U.S.C.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Date BEVISED/AMENIJED 
NOTE: ANY INDIVIDUALWHO 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. Wash D.C. 20544 

Calendar-Year-2003 Government Act uns Pmon Rc:porting (Last name. Fast name, Middle initial) England. Jr., :t.ORTANTNOTES: The imitnu:tiom aceompanying this form must followed. Complete !111 parts, checkhtg the NONE box for c:acb part whicre you have reportable infurmation. Sign last'page. 
POSil'D()S. idhridizal only; see.pp.,_, filing instructions) __.. 
!;ll NONE ... }No 

("')
.,,.
fill NOl'lE -(No reportable agreements.) 

"--- 

.----------,-..,..--------.-

F'JN!NClAL DISCLOSURE REPORT 	Name Person Reporting Date fReport England, Jr., Monison i/l Ii2o04 
DJ. NON-INVEST.MEi.'11' JCNCOME. (Reporting individual and spouse;-see pp. 17-24 offiling instructions) Filer's Non-Investment lI11com N01.'lif. -(No reportable 1110111-invcstment income.) (yours. not spouse's) 2()Q3 Statc ofCalifornia(Retirement, Superior CourtJudge) 	42(13 Spo1nse11s Non-InvestmE:nt ][ncome -(Jf)'OU wae married during any portion ofthe reporting year, please complete this section.. (dollar amclUlt 
not requin:d except for b.onoraria) NONJC  (No reportable non-inftlS1ment income.) 
2003 	Pbmmaceutical Care Network 
2003 	Self-employed-consultant. 

(II:1cl11dcs those spouse and c!lependent childn:n. Sec pp. 25-27 ofinstructions.)  NONl (No suchrcporlable.reimbmscments.) 
 GIFTS. (Includes those spatise and dependent children.. Sec pp. 28-31 ofinstructions.)  NQNJ (No suchreportable gi.fts.) UA11ULITIES. (Includes 1hosc ofspouse and dependentchildren. Sec pp.J2-34 ofinstructions.) NONE (No reportable Iiiabiliitics.)
gmm]CQR 
Wells Paq Bank CrcditCard 
F'll'St USA Ban1c Credit Card 

Date 

VIl. INVESTMENTS and TRUSTS -income, value, transcations (includes those oflhe spoase and dcpend=it chiJdn:n. See pp. 34-57 filing instrudtiOllS.) 
-A. Gross 'Ylllue aid Trmisactious during reporting period Description Assets n:porting period -(ini;ludingtrust assets) cxmnpt fiom disc:losurc 
{I) {2) (1) (2) 

(3) (4) {S}ll'lacc "(X)" afblr eaCh asset imm;pt Amount Type (e.g. .Vllluc Value Type (e.g. Date: aluo Gain  Identity irmL pcior disclosure Codel div. R:nl. Codcl Method buy, sell. Manlh Cade Cale buyc:rlsdlcr 
redcmplion)
(.J.P) (:ode3(Q-W) {J-P) (A-(if private tnmsildion.)

(A-H) int.) Day 	
Rcntlu Property #2. Sacramento, Dividend 
-MFS lfasiachusc:tls InvestmentTrust 
 Alliianc:e Premier Growth Fund 

-Dn::yfus Pzmnicr Worldwide -Mi1:ro11oft CommonSIDck -Ediso111 Common stock 
lRA#2 Dividend  Dn:ynis Laurel FDS Fund (X) 
10.  Drc:yii:is FDS Premier Balanced Fund 
11. -MFS Cap Opportunities 
12. DuPont Common stock 
13.  Pfizer Common stock 
14.  Wyctb Common stock 
15. Sun Common stuck 
16. Miisoft Common stock
17. 
Educatiion Fund Dividend 

18. 
 Mllim;tay FDS Equity Jncb Income/Gain Codes: SUlOO less Sl,001-$2.,500 =$2,501-SS,OOO SS,001-SJS,OOO (See Cohnnns 8ndD41 SS0,,001-$100,000 Sl00,001-Sl,000,000 =Sl,000.001-SS,OOO,OOO =More than SS,000,000 Value Codes: ..000 less Sl5,00l-S50,000 SS0,001-SJOOJlOO Sll00,00 S'.?S0,000 (See Cohunns ond 03) S250,000-S500,000 SS00,001-Sl,000,000 Sl,OO!J,001-SS,000,000 SS,OOO,OOJ-$25,000,000 =Cost (Real Estate Only} Asscssmcm3. Value Method Codes  Appraisal 

.Page  England, Jr  MorrisonC  sr11/2004  
VIl. INVl!:sTMENTS ancl Tlt.lUS  -illcomc, va1ue. transcations (incbtdes 1bose  the spome arui children. Sec PP 34-57 orfilins instru)  
-A.  

Gross value end Transactionsduring reporting period 
Description As.sols (u2clllliling trust assets} 
m-during :repartingperiod 
(1) (2) (1) (2) 

(S}Pllace "(X}" after each asset 
Amowlt Type (e.g. Value Value Type: (e.g. Date: div. nmL 

Value Jdmtity 
CodeL Codc2 Method buy, sell, MomhCodc2 buyed!IC!lcr 

(A-H) int.) 

(J-P) Codo.3 merger, Day (J-P) (An:dcmplion)
(Q-W) (lfprivm

tr.msac:tion) 
19. 	-Dreyfus Premier Fund
20. 	
-Alli2me1: Premier Fund

21. 	
Retiremcnt#l Dividend -Col1anl:daBalanccd Fund 

23. 	
-Cohunllia Growth Fund 

24. 	
-CohunbiaInternationalFund 
-Coliilmbia Small Cap Fund

25. 

26. 
-Columbia Stuck Fund Tl. Rctircm:ut Dividend 

-Lincoh11 Fmancial Group

29. 	-Lincon Fmancil!l Group
30. 	
Rctb:cmc:nt Dividend 

31. 	
-HUl'llllllla, Inc. (X) 

32. 	
Investmmt Account Dividend 

33. 	
-AJllian.ce Premier Growth Fun, 

34. 	
-MFS Massachusscts Tnist

Natiloml't'idc Rctm::mmt Soh  Distnoution R:dcmpti.o 

35. 	
rtions 

36. 	WelllS Jlargo RoDovcr CIF Distribution Income/Gain Codes:  $1,IJOlfl less ,001-$2,SOO $2,501-$5,000 "'$5,001-$15,000 -st5,00JSO,OOO $50,l>IH-$100,000 s100.001-s1.ooo,ooo Sl,000,001-SS,OOO,OOO More than SS,000,000 

:!. Value Codes: $15.000 S!S,001-$50,000 SS0,001-Sl 00,000 $100,001-$250,000 (Sec Col11JJ111is and 03) $250,000-$500,000 $500.001-Sl,OOO.OOO Sl,000,001-S5,000,00D S5,000,00i-S:!5.000,000 $25.000,001-S50,000,000 SMoretbanSSQ.000,000 V11lue M4:!hod Codes AJ>llf".risal =Cost (Real Estate Only) Assessment Casli/Market 
 
(See Colmnn C2)  Botlk Value Olher V.-' =Estimated 
Income during 

DateofReport J;>age England, Jr., Monison Sfl1J20o.4f 
VII. JNV;STMENTS and '1RUSTS -income, value. uan.scatiODS-(incwdcs those mlhe 5pouse and dependent children. Sec pp. 34-s1 l>flilinc dian;i.) -A. 
TJ'llIISllctiODS dllriul! reporting period 
Gross value end 
:Description Assets (ind11!ding trust assets) 
reporting period 
(2) not exempt disclosure
(i)
(I) (2) 
I'lac' "(X)" after caCh asset c:Jtelll!rt from prior disclosure 
Wacboviia Securities 37. 

Amount Type (e.g. Codel div. rent. (A-H) int.) 
Dividend Type (e.g. buy, sell, merger,
Value  Value  
Code2  Method  
(J-P)  Code3 (Q-W)  

Rdemption) 
Merger (S) Dam: Value Gain Identityof
 
Month-Code buycr.lseller

Code2 
Day (A (if pri:181e J.l) tnmsaiClion) Income/Gain Codes: 1.000 less ,001-$2,SOO $2,501-$5,000 SS,001-Sl 5,000 S15.00J-$50,000  
(See Columns BDdD4) SSO,OOJ-S;100,000 $100,001-Sl.000,000 Sl,000,00I-$5,000,000 More than $.5,000,000 Value Codes: 5:15.,000 Cr less $15,001-SS0,000 S.SO,OOJ-$100.000 S100,001-S2SO,OOO  
(See Cobmms and 03) s:2SO,t)()()..SSOO.OOO S.'.!5,0tlO,IOl-S50,000,000 ssoo.001-sa.000.000 SI,000,00J-SS,000,000 SMon: than $50,000,000  P:! $5,000,00 l-$25,000,000 Value tiled Codes (SeeCob:llllll Appraisal Cost (Real Estate Only) Assessment  =Cash/Market  

England. Jr., Morrison S/11/2004 
(IndicaR: part ofllqlort,} 
VIIL AI>UIDONAL INFORMATION EXPLANATIONS 

(1) Part Vil. llfiii ofthe 2002 FDR lCJllCrfed the exchaiige Rental PrQpcrty for Rental Property which was reported Part VIl, line ofthe 2002 
report; beca111SC line the 2002 FDR i:; longer applicable, has been omitted from the 2003 report 

_('2) Part VII, line the 2002 FDR ll'CJrtcd the sale ofAmerican Home Products common stock; because that stock was sold in2002, has been
omitted ftoCl thic 2003 report. 
(3) PartVll,. line Wachovia acquired prior company which investments WC"C held

 

. 
England. Jr.. Monison 
IX. CERTIFICATION. certify tbat all information give:n above (including information pertaining spouse and minor dependent childz:en, any) ai::c:ur.rte, true, and complete the best knoledge and belief: and that any information not reported was withheld because mf:t applicable statutor:I' provisions permitting non-disclosure. furth.1 c:ertify that earned in1come from outside employment and_,honoraria and the acceptance gifts which have been reported aire iin compliance with the provisions U.S.C.  501 seq., U.S.C.  7353, and Judicial Conference regwati01is. 
Signature_ 
--" 

NOTE: AJN)i' INDIVIDUAL WHO KN"OWINGLY AND WILFULL FALSIFIES ORF Ail.S FILE nrrs REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copiesto: 
Committee Financial Disclosure AdministrativeO:fficeoftbeUnitedSmresComts Suite2-301 One Columbus Circle, N.E. Washingtpn, D.C. 20544