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Judicial Watch • Nora B Fischer Financial Disclosure Report for 2008

Nora B Fischer Financial Disclosure Report for 2008

Nora B Fischer Financial Disclosure Report for 2008

Page 1: Nora B Fischer Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:13

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:qualified, Nora B Fischer, Fischer, Appraisal, Assessment, Estate, 2008, INVESTMENTS, transactions, TRUSTS, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Fischer_Nora_B 

Date Report 

Fischer, Nora 

5/8/2009 
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.) 

INCOME 2008 Mary's College -Honorarium $500.00 Spouse'S Non-Investment Income -If you 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 2008 Highmark Inc. -salary 

IV. REIMBURSEMENTS transportation, lodging,food, entertainment. (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 
ABA 17th Annual Spring CLE 4/11/08 4/12/08 Phoenix, Law CLE Transportation, meals, hotel 
Academy Trial Lawyers 10/1/08 10/3/08 Farmington, Seminar Transportation, meals, hotel treat 

Date Report 
Fischer, Nora GIFTS, (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[ZJ NONE (No reportable gifts.) 
SOURCE DESCRIPTION 

VI. LIABILITIES, (Includes those spouse and dependent children; see pp. 3233 filing instructions.) 
[ZJ  NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  

VALUE CODE 
Income Gain Codes: =S!,000 less =SI.001 -$2,500 =$2,501 -$5,000 =S5,00I -$15.000 =Sl5,00I -$50,000 (See Columns and D4) =$50,00 -$100.000 =$100.001 -$1,000.000 =Sl,000,001 -$5,000.000 =More lhan $5,000,000 
Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 

(See Columns and DJ) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000.001 -$5,000,000 =$5,000.001 -$25,000,000 =$25,000,00I -$50,000,000 =More than $50,000,000 
Value Method Codes =Appraisal =Cost (Real Esiate Only) =Assessment =Cash Market 

Date Report 
Fischer, Nora 

5/8/2009 

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 (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
18. -Eaton Vance Adviser's Senior  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(1)  (2)  (1)  (2)  (1)  (2)  (3) (4)  (5)  
Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month  Code Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P) (A-H)  (if private  
(Q-W)  transaction) Dividend Merged 3/14 
(with line 32) 
19. -FPA New Income Dividend Buy 4/9 (add'!) 
20. Rowe Price International Bond Dividend Buy 4/9 (add'l) 
21. 
-Prime Fund Cap Reserves Interest 

22. 
-Champlain Small Company Fund Adv Dividend 

Buy 
23. 
-Chesapeake Core Growth Fund Dividend Buy 4/9 

24. 
-Eaton Vance Large-Cap Value Dividend Buy 4/9 

25. 
-Forward lnternt'I Small Co-Instil shs Dividend 

Buy 
26. -Oakmark Internt'I Small Cap Dividend Buy 
27. -Pioneer Equity Income Dividend Buy -SouthernSun Small-cap N/C Dividend Buy 
29. Rowe Price Real Estate Fund Dividend Buy 4/9 

30. 
-Van Eck Global Hard Assets Class Dividend Buy 419 

31. 
-Virtus Foreign Opportunities Dividend Buy 4/9 

-Eaton Vance Floating Rate Advantage Adv Dividend Transferred 3/14 (from line 18) 
Buy 4/15 (add'l)
Loomis Sayles Bond Retail Shares Dividend Buy Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =S5,00I -$15,000 =S15,00I -$50,000  
(See Columns and D4) =$50,001 -$100,000 =SI00,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More rbao $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =S!00,001 -$250,000  
(See Columns and D3) =$250,001 -$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 Me1hod Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Markel  
(See Column C2) =Book Value  V=Olher =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.) Income Gain Codes: =$1,000 less =$1,001 -$2.500 =S2.501 -S5,000 =$5,00J -SJ5,000 =Sl5,00J -S50,000  
(See Columns and 04) =$50,001 -$100,000 =S100,001 -s1.ooo.ooo =SJ,000,001 -$5,000.000  H2=More than SS,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =Sl,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  O=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2)  U=Book Value  V=Other =Estimated  

VII. INVESTMENTS and TRUSTS --income, vatue, transactwns (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(1)  (2)  (1)  (2)  (!)  (2)  (3)  (4)  (5)  
Amount  Type{e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month- Code  Code  buyer/seller  
{A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  {A-H)  (if private  
(Q-W)  transaction) 
Dividend 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
52. -PIMCO Low Duration 
-Federated Govt Sec Dividend 
54. -PIM Total Return Dividend 
55. 
-PIMCO Foreign Bond Dividend 

56. 
-American Capital World Bond Dividend 

57. 
-Davis New York Venture Dividend Buy 4/8 (add'I) 

58. 
-Artisan International Dividend 

 

59. 
-SIT Small Cap Growth Dividend Sold 2122 

60. 
-MFS International New Disc Dividend 

61. 
-First Eagle Sogen Global Dividend Sold 11/13 

62. 
-Royce Microcap Investment Class Dividend Buy 9/4 (add'I) 

63. 
-Fidelity, Prime Fund Dividend

-Phoenix Real Estate Value Dividend 
65. 
-Third Avenue Real Estate Value Dividend 

66. 
-Prime Cap Odyssey Growth Fund Dividend Buy 
(add'l) Rowe Price Equity Income Dividend Buy 
(add'I) 
68.  -Torray Fund  Dividend  Buy  4/8  
(add'I) Income Gain Codes; =$1,000 less =$1,001 -$2,500 =$2.501 -$5.000 =$5,001 -$15,000 =$15,001 -$50,000  
(See O>lumns and D4) =$50,001 -$100.000 =$100,001 -$1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000.000 Value Codes =$15,000 orless =$15,001 -$50.000 :$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =Sl,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 =O>st (Real Estate Only)  S=Assessment =Cash Market  
(See O>lumn C2) =Book Value  V=Other =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.) Income Gain Codes: =$1,000 less =$1,001 -$2.500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001-$100,000 =$100,001 -$1,000,000 =S!,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001  $100,000 =$100,001  $250,000  
(See Columns and 03) =$250,001 -$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 Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
Fischer, Nora 

5/8/2009 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets) Place "(X)" after each asset exempt from prior disclosure  reporting (1) Amount Code (A-H)  period (2) Type (e.g., div., rent, int.)  reporting period (1) Value Code (J-P)  (2) Value Method Code  (1) Type (e.g., buy, sell, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private  
(Q-W)  transaction)  

86. 
Qualified Plan 

87. 
-Federated Quality Bond -Primary shares Dividend Sold 9/30 

88. 
-Legg Mason Partners Global High Yield Dividend Sold 9/30 Bond -Cl 

-T. Rowe Price Equity Income -Class Dividend Sold 9/30 
-Nationwide NVIT Mid Cap Index -Class Dividend Sold 9/30 
-Oppenheimer Global Securities -No Dividend Sold 9/30 n-service shares 
92. -Templeton VIPT Foreign Securities -Class Dividend Sold 9/30 
-PIM Total Return Fund (Admin) None Buy 9/30 
94. -MFS Inst International Equity Fund Dividend Buy 9/30 
-Dreyfus Premier High Income -Class Dividend Buy 9/30 
96. -Evergreen Intrinsic Value -Institutional Dividend Buy 9/30 hares 
-BG! Mid Cap Domestic Equity Index Dividend Buy 9/30 
98.  -GMO International Intrinsic Value ares  Dividend Buy 9/30  
99.  
100.  Brokerage Account  
101.  -American Funds, Fundamental Investors  Dividend  
102.  -Federated Kaufmann  None Income Gain Codes: 1,000 less =$1,001  $2,500 =$2,501 -$5,000 =$5,001 -$15,000 =S15,00J -$50.000  
(See Columns and D4) =$50,001-$100,000 =Sl00,001 -$1,000,000 =Sl.000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -Sloo,000 =$100,001  $250,000  
(See Columns and 03) :$250,001 -$500,000 =$500,001 -$1,000,000 =Sl,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  Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Markel  
(See Column C2) =Book Value =Other =Estimated  

Date Report 

5/8/2009
Fischer, Nora 

VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children; see pp. 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: =$1,000 Jess =$1,001-$2,500 =$2.501 -$5,000 =$5,001-$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More lhan $5.000,000 Value Codes =$15,000 Jess =$15,001 -$50,000 =$50,001 -$100,000 =SI00,001-$250,000  
(See Columns and D3) =$250,001 -$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 lhan $50,000,000 Value Melhod Codes =Appraisal =Cosl (Real Es1a1e Only) =Assessment =Cash Markel  
(See Column C2) =Book Value  V=Olher =Estimated  

VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J 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)
(2) (1)
(2) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, seU,  
(A-H) int.)  (J-P)  Code  redemption)  
(Q-W)  

Date 
Month-
Day 

Value  Gain  Identity  
Code  Code  buyer/seUer  
(J-P)  (A-H)  (if private  
transaction)  

120. -Columbia Marsico 21st Centruy None 
Buy 
121.  
122.  Mass Mutual Life Insurance Policy  Interest  
123.  Mass Mutual Life Insurance Policy  Interest  
124.  

125. HSA#l 

126.  -Dodge and Cox International  Dividend  
127.  -Artisan Small Cap  Dividend  
128.  -PFPC, Cash account  Interest  
129. Income Gain Codes:  A=Sl,OOOor less =$1,001 -$2,500 =$2,501 -$5,000 =S5,001  $15,000 =$15,001  $50,000  
(See Columns and D4) =$50,001 -SI00,000 =SI00,001  Sl,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =S50,00I  $100,000 =SI00,001  $250,000  
(See Columns and D3) =$250,001  $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  O=Appraisal =Cost (Real Estate Only) =Assessment =Cash Markel  
(See Column C2) =Book Value  V=Other =Estimated  

Date Report 
Fischer, Nora 
5/8/2009 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicate partofReport.) Part VII. Qualified Plan was liquidated and rolled over into Qualified Plan #3. Part VII. Qualified Plan was liquidated and rolled over into Qualified Plan #3. Part VII. portion Qualified plan was rolled over into Qualified Plan #5. 

Date Report 
Fischer, Nora 
5/8/2009 

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 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