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Judicial Watch • Robert G Klausner Financial Disclosure Report for 2006

Robert G Klausner Financial Disclosure Report for 2006

Robert G Klausner Financial Disclosure Report for 2006

Page 1: Robert G Klausner Financial Disclosure Report for 2006

Category:Financial Disclosure

Number of Pages:14

Date Created:September 19, 2007

Date Uploaded to the Library:November 13, 2013

Tags:KLAUSNER, Robert G Klausner, American, robert, stock, 2006, EPA, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Repurr Required rhe Etiltc:s
AOJO Govemmenl Act of1978 
Rev. 112006 
FOR CALENDAR YEAR 2006 U.S.C. opp. JOI-I Pnon Rcportlni: (Im name, lint, middle lnillal) KLAUSNER, ROBERT Title (Anicle Ill Judges Indicate aclive senior srams; magbtratejudges indkaw rull-or part-time) ACTIVE. Conrt or()rgaDlzalion U.S. DISTRICT COURT -CA Cent Sa. Report Type (check approprla1e type) Nominntiun, Date lnilial  Annual FinI Date ofRepon 07/1212007 Repotting Period 01/01/2006 12131/2006 Chamben Olllce /ddress Roybal Fcdcrnl Building 255 East Temple Street, 11860 Angeles, 90012  5b. Amended Rcpon the bull the lnrormllOn contained this Report and any modiffca1lo11s pertaining thereto, ;., opinion, tomplianttwllh ppll.,,blr ln And regulations, Rrviewlng Officer Dare  

IMPORT ANT NOTES: The instruct/ans acl!ompanying this form mmt followed. Complett all patts, checking rhe NONE box for eacll part where you htrVe reponabft information. Sign last page. SJTI NS. (Rcportilig inlliiduat ouTy; >ee pp. 9-13 o/insttuaiom.J 
 NONE (No reportable positions.) 

JJ_ AGREEMENTS. (Reporting indlviduaf onTy; see pp. 11-1611/ instnlerions.J NONE (No reportable agreements.) 2002 California Judges' Rctircmcnr NON-INVESTMENT COME. (RqH>rting indMdual andspouse; see pp. 17-24 instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

SOURCE AND TYPE 2006 State California -Judges' Retirement Spouse's Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amo1mt not required.except for honororia.) 

Date Report 
07/1212007KLAUSNER, ROBERT GIFTS. (Includes those spouse and dependent ch;/dren. See pp. 28-31 ofmstrucfions.) 
 NONE (No reportable gifts.) 

VALUE 
VALUE CODE 

Date Report 
07/1712007
KLAUSNER, ROBERT 
VII. INVESTMENTS and TRUSTS -in"'1me, value, transactions (indutks those the spouse and dependent children. pp. 34-57 ofjlling instructions) NONE (No reportable income, assets, transactions.) 
Description Assets (inc luding trust assets) 
Place "(X)" after each asset exem from prior discl osure Income during reporting period Gross value end reporting period Transac tions during reporting period  
(l)  (2)  (I)  (2)  (I) not exempt fro disclosure  
Amount Code! (A-H)  Typc(c.g. div, rent. int.)  Value Code2 (J-P)  Value Method Code3 (Q-W)  Typc(e.g. buy, sell, merger, redemption)  (2) Date Month-Day  (3) Value Code2 (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/sel (if private transaction) American Express Co. Dividend 
American Mutual Fund American Dividend Fund 
American High-Income Muni Bond Dividend 
ATT Common Stock Dividend 
Bank America Account Interest 
Bank America Common Stock Dividend 
BellSouth Corporation (merged w/ATT Dividend Merger 17129 12/29/06 
Bond Fund America Dividend PLC Spons ADR Dividend 

I0. Charles Schwab Account Dividend 
11. 
Chevron Texaco Corp. Dividend 

12. 
Eagle Wireless Common Stock None 

13. 
Edison International Common Stock Dividend 

14. 
Europacific Growth Fund Dividend 

15. 
Exxon Common Stock Dividend 

16. 
Fed. Courts Rec CU-now Financial Interest CreditUnion 

17. 
WACHOVIA Securities Interest Income Gain Codes: =Sl.000 less  B=Sl.001-$2.SOO =S2.501 -SS.000  0=$5,001 -SIS.000  E=SIS.001-$50.000  
(Sec Columns and 04)  F=SS0.001-$100.000  G=SI00.001 -Sl.000.000 =Sl.OOO.OOl -SS.000.000 =Mon: than $5.000.000 Value Codes  J=$15.000 Jess  K=Sl5.00l -SSO.OOO  L=SS0.001-$100,000 =$100.001 -$250.000  
(See Columns and DJ) =$250.00 -SS00.000  O=SS00.001-$1.000,000 =Sl,000,00J -$5,000,000 =SS.000,001 -$25,000,000 Valu Method Codes =S25.ooo.001 -sso.000,000 =Cost (Real Esiatc Ooly) =Mon: thao SS0.000.000  T=CasbMarlcet  
(See Column C2)  Q=Appraisal  V=Olher =Assessment  
U=Book Value =Estimaled  

vn. INVESTMENTS and TRUSTS -income, value, transactions (indudes those the spouse and dependent children. See PP. 3./-57 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period  
(I) Amount Code! (A-H)  (2) Type(ediv, rent, int.)  (I) Value Code2 (J-P)  (2) Value Method Code3 (Q-W)  (I) Type(e.g. buy, sell, merger, redemption)  Ifnot exempt from disclosure 
(2) Date Month-Day  (3) Value Code (1-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (ifprivate transaction) 

18. 
Growth Fund America Fund Dividend 

19. 
Jackson National Life Ins. Interest 

20. 
Lucent -now ALCA TEL None 

21. 
Mesa Royality Tust UBI None 

22. 
Microsoft Common Stock Dividend 

23. 
Newmont Mining Corp. Dividend 

24. 
Nuveen Calif. Select Quality Muni. Dividend Fund Inc. 

25. 
PGE Common Stock Dividend 

26. 
Questar Corp. Dividend 

27. 
DWS (Wachovia) Formerly Scudder Dividend Ca. Tax Free Bond 

28. 
Sempra Energy Dividend 

29. 
Small Cap World Fund Dividend 

30. 
Valero Energy Corp. Dividend 
3I. Vodafone Group Common Stock Dividend 
32. 
Met Life Affiliate Interest 
33. 
TRUST 'A' Dividend 

LIncome fr.Un Codes: =Sl,000 less  B=Sl.001-$2.500  C=$2.501 -$5,000 =$5,001 -$15.000 =$15.001 -$50.000  
(See Columns and 04)  F=$50.00J -SIOO.OOO  G=SI00.001-$1.000,000 =SI.000.001-$5,000.000 =Mon: than $5,000.000 Value Codes =$15.000 less =$15,001 -$50.000 =$50.001 -$100.000 =$100.001 $250.000  
(SeeColumns and 03) =$250.001 -$500,000  0=$500,001-$1.000.000 =SI.000,001-$5,000,000 =$5,000,001 -$25.000,000 Value Method Codes =$25.000.001 -$50.000.000 =Cost (Real Estarc Only) =Mon: than$50.000.000  T=CashMarl:ct  
(See Column C2)  Q=Appraisal  V=Olhcr =Assessment  
U=BookValue  W""Estimalcd  

Date ofRep0!"f 
KLAUSNER, ROBERT 
07/1212007 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (IndkatepartofReport.) 
#27 Scudder California Tax Free Bond was renamed 2006 DWS Tax Free Bond. 
#32 the quarter of2006, decedent's life insurance distribution opened this account. 
#33 The only remaining asset from a;as real property which was deposited into the Trust early 2006. have amended report reflect the 

correct code. 

Date orReport 
07/1212007KLAUSNER, ROBERT 

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. 

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 Person Reporting (last name, first, middle initial) Court Organization Date Report 
KLAUSNER, ROBERT DISTRJCT COURT -CA Cent 
05/07/2007 litle (Article III judges indicate active senior status; Sa. Report Type (check appropriate type) Reporting Period magistrate judges Indicate full-or part-time) 
01/01/2006 
Nomination, Date
ACTIVE 
Initial Annual Final 
12/31/2006 
Sb. Amended Report Chambers Office Address the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance 
with applicable laws and regulations. 
Roybal Federal Building 
255 East Temple Street, #860 
Los Angeles, 90012 
Reviewing Officer Date 

IMPORTANT NOTES: The instructions accompanying thisfonn must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSJTJ ONS. (Reporting individual only; see pp. 9-13 instructions.) 
[RJ  NONE (No reportable positions.)  
POSITION  NAME 

;........,;
JJ, AGREEMENTS. (Reporting individual only; see pp.14-16 instructions.) 

C.J 
__, NONE (No reportable agreements.) -11 :s;-; 
0--:.e:-rn
C:}PARTIES TERMS ::"".:
i'i C-) 2002 California Judges' Retirement 
2,}. 
--r: 

Date Report 
KLAUSNER, ROBERT 
05/07/2007 
III. NON-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-U instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME 2006 State California -Judges' Retirement Spouse's Non-Investment Income -Ifyo11 were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) 
[KJ NONE (No reportable non-investment income.) 

IV. REIMBURSEMENTS -transportation, lodging,food, entertainmenL (Includes those spouse ond dependent children. See pp. 25-27 ofinstn1ctions.) 
[KJ NONE (No reportable reimbursements.) 
SOURCE DESCRIPTION GIFTS. (Includes those spouse and dependent children. See pp. 28-31 ofinstrucflons.) 
[KJ NONE (No reportable gifts.) 

VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) 
[KJ 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 

Date Report 
KLAUSNER, ROBERT 
05/07/2007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. See PP 34-57 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period  
(I)  (2)  (I)  (2)  (I)  Ifnot exempt from disclosure  
Amount Code (A-H)  Typc(e.g. div., rent, int.)  Value Code (J-P)  Value Method Code3 (Q-W)  Type (e.g. buy, sell, merger, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (ifprivate transaction) American Express Co. American Mutual Fund American Fund American High-Income Muni Bond  Dividend Dividend Dividend ATT Common Stock Bank America Account  Dividend Interest Bank America Common Stock  Dividend BellSouth Corporation (merged w/ATT 12/29/06  Dividend  Merger 12/29 Bond Fund America  Dividend PLC Spons ADR  Dividend  
10. Charles Schwab Account  Dividend  
11. Chevron Texaco Corp.  Dividend  
12. Eagle Wireless Common Stock  None  
13. Edison International Common Stock  Dividend  
14. Europacific Growth Fund  Dividend  
15. Exxon Common Stock  Dividend  
16. Fed. Courts Rec -now Financial CreditUnion  Interest  
17. WACHOVIA Securities  Interest lncome Gain Codes: l.000 =Sl.001-$2,500  c=$2,501 -$5,000  D=S5,001 Sl5,000  E=S!5,00! -S50,000  
(See Columns and D4)  F=$50,00 100,000  G=S!00.001-$1,000,000  HI=Sl,000,001 -$5,000,000  H2=More lhan $5,000,000 Value Codes  J=$15,000 less  K=Sl5.001-S50,000  L=$50,001 -$100,000 =$100,001 -$250.000  
(See Columns and DJ) =$250,00 -$500,000  0=$500,001-$1,000,000 1,000,00 -$5,000,000  P2=$5,000,001  $25,000,000 Value Method Codes  P3=$25,000,00I -$50,000,000  R=Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Olher  S=Assessment  
U=Book Value  W=Estimatcd  

Name Person Reporting 
Date Report 
KLAUSNER, ROBERT 05/07/2007 
VII. INVESTMENTS and TRUSTS -income, value. transactions (includes those the spouse and dependent children. see PP 14-s1 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset exempt from prior disclosure Income during reporting riod Gross value end reporting period Transactions during reporting period  
(l)  (2)  (l)  (2)  (l) not exempt from disclosure  
Amo unt Code (A-H)  Type(e.g. div., rent, inl)  Value Code (J-P)  Value Method Code (Q-W)  Type(e.g. buy,seli merger, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction)  

18. Growth Fund America Fund  Dividend  
19. Jackson National Life Ins. 20. Lucent -now ALCA TEL  Interest None  
21. Mesa Royality Tust UBI  None  
22. Microsoft Common Stock  Dividend  
23. Newmont Mining Corp.  Dividend  
24. Nuvcen Calif. Select Quality Muni. Fund Inc.  Dividend  
25. PGE Common Stock  Dividend  
26. Questar Corp.  Dividend  
27. DWS (Wachovia)  Dividend  
28. Sempra Energy  Dividend  
29. Small Cap World Fund  Dividend  
30. Valero Energy Corp.  Dividend  
31. Vodafone Group Common Stock  Dividend  
32. Met Life Affiliate  Interest  
33. TRUST 'A'  Dividend Income Gain Codes:  A=$ l.000 less  B=Sl,001-$2.SOO =$2.SOI -$5,000  0=$5,00J -$15,000  E=$15,00l -$50,000  
(See Columns and 04)  F=$50,00 00,000 =$100.001 -$1,000,000 =SJ,OOO,OOJ -$5,000.000 =More than $5,000,000 Value Codes 415,000 less  K=$15,001 -$50,000  L=$50,001-$100,000 =$100,001 -$250,000  
(See Columns and DJ)  N=$250,00I  $500,000 4500,00I ,000,000 41,000,00J -$5,000,000 =$5,000,00I -$25,000,000 Value Method Codes =$25,000.001  $50.000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2)  Q=Appraisal  V=Olher =Assessment =Book Value =Estimated  

Date Report 
KLAUSNER, ROBERT 05/07/2007 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Jndicate parto/ReporL) 

Date Report 
KLAUSNER, ROBERT 
05/07/2007 
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. 

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



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