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Judicial Watch • Robert B Kugler Financial Disclosure Report for 2007

Robert B Kugler Financial Disclosure Report for 2007

Robert B Kugler Financial Disclosure Report for 2007

Page 1: Robert B Kugler Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:8

Date Created:November 11, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Residuary, KUGLER, Robert B Kugler, Wachovia, vanguard, robert, trust, states, united, 2007, EPA, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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UNITED STATES DISTRICT COURT 
DISTRICT NEW RSEY 
ROBERT KUGLER MITCHELL COHEN U.S. COURTHOUSE UNITED STATES DISTRICT JUDGE John I'. Gerry Plaza -Room 6040 CAMDEN, 08101 
856-757-5019 
July 22, 2008 ,.__,
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Hon. Ortrie Smith, Chair 
Committee Financial Disclosure r--(_ 

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Re: Calendar Year 2007 Filing 
bear Judge Smith: Part VII, page line column 8(2) should read "Int." 
Part VII should also include: 
17. 
Royal Dutch Shell Dividend 

18. 
Vanguard Bond Fund Dividend 

19. 
Vanguard Tax-Exempt Dividend 

20. 
Vanguard Dividend Growth Dividend 

21. 
Vanguard Health Care Fund Dividend 

 Vanguard 500 Index Fund Dividend 
23. 
Mortgage Property Interest 

24. 
Wachovia Bank Interest 
 
2.5., One Centennial Square Dividend 
 26; 'Shwab Tax Fund Dividend 
 
27. Pepco Holdings Dividend 
July 22, 2008 Page Part VIII, the following should substituted: Part items 17, 18, 19, 20, 21, 22, and Part VII, list the assets the Residuary Trust which the Trustee. Part VII, line 13, the trust which income beneficiary only and had power direct, buy sell otherwise dispose assets, had investments American Century Small Company Fund, Harbor Capital Appreciation Fund, Morgan Stanley Institutional Fund, Rowe Price Real Estate Fund, Rowe Price Equity Income Fund, Delaware Pooled Trust, Dodge Cox International Stock Fund, SSGA Funds Emerging Market Fund, ADR, Exxon Mobil, Morgan Chase Co., Briggs Stratton Corp., General Electric Co., DuPont, Verizon Communications, Public Service Enterprise Group, Pimco High Yield Fund, Western Asset Plus Bond Fund, Evergreen International Bond Fund, Pimco Emerging Markets Bond Fund, Evergreen Intermediate Municipal Bond Fund, Vanguard Intermediate Tax Exempt Fund and Wachovia Bank Money Market. trust this answers your inquiry. not, please don't hesitate contact again. 
Very truly yours, Government Ac/ o/1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 US.C. opp. IOI-I Person Reporting (last name, first, middle initial) KUGLER, ROBERT Court Organization United States District Court Date Report 0510512008 Title (Article ill judges indicate active senior status; magistrate Judges indicate full-or part-time) United States District Judge  Sa. Report Type (check appropriate type) Nomination, Date Initial  Annual Sb. Amended Report Final Reporting Period 01/01/2007 12/31/2007 Chambers Office Address Mitchell Cohen U.S. Courthouse John Gerry Plaza, Box 889 Camden, New Jersey 0810 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, 
checking the NONE box for each part where you have reportable i11formatio11. Sign last page. POSIT NS, (Reporti11g i11divid11a/ 011/y; 'ee pp. 9-13 filing i11structions.j 
NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY Trustee Residuary Trust U/W 

('") rri 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing 
instructions.) 
NONE (No reportable agreements.) 

PAR TIES AND TERMS 

Dale Reporl 
KUGLER, ROBERT 
05/05/2008 
III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 7-24 filing imtructions.) Filer's Non-Investment Income 
G2J NONE (No reportable non-investment income.) SOURCE AND TYPE 

(yours, not spouse's) Spouse's Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not reqwred except.for honoraria.) NONE (No reportable non-investment income.) 2007 Salary -State New Jersey 

IV. REIMBURSEMENTS --transportation, lodging.food, entertainment. (Includes those spouse and dependent children; see pp. 25-27 ofjiling instructions.) 
G2J NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 
Date Report
KUGLER, ROBERT 
05/05/2008 GIFTS. (Includes those .1pouse and dependent children; see pp. 28-31 filing instructions.) NONE (No reportable gifts.) 
DESCRIPTION VALUE

VJ. LJABJLJTJES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
G2J NONE (No reportable liabilities.) 
DESCRIPTION VALUE CODE 

Date Report 
0510512008
KUGLER, ROBERT 
VII. INVESTMENTS and TRUSTS --income, alue, transactions r1nc1udes t1rose spouse and dependent children,-see PP 34-60 filing instructiom.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting pcnod  
(including trust assets)  reporting period reporting period --T 

(4)(1) (1) (2) (1) 
Amount

Place "(X)" after each asset 
Type (e.g., 
Value Value Type (e.g., 
Date Value Gain Identity 
exempt from prior disclosure  'Code (A-H)  div., rent, int.)  Code (J-P)  Method Code (Q-W)  buy, sell, redemption)  Month -Day  Code (J-P) Code (A-HJ  buyer/seller (1fpnva1c transaction)  
Wachovia Bank  

Gabel Asset Fund Dividend  Income Gnm Codes =S1,000 less  BSl,OOl -Sl,500 "52,50 -S5,000 "55.00  S15,000 -Sl.'i.OUI  S5UJHIU  
(Set.' Columns anJ D-t) =550,001 -5100,000 00,00 -SI ,000,000 =Sl ,000,0UI -55,000,000 =More th