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Judicial Watch • Robert G Klausner Financial Disclosure Report for 2008

Robert G Klausner Financial Disclosure Report for 2008

Robert G Klausner Financial Disclosure Report for 2008

Page 1: Robert G Klausner Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:8

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Robert G Klausner, america, funds, American, stock, 2008, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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Klausner_Robert_G Rey.112008 

FOR CALENDAR YEAR 2008 V.S.C. app.  /0/-/ JJ) Person Reporting (last name, first, middle initial} Court Organization Date Report 
KLAUSNER, ROBERT DISTRJCT COURT -CA Cent 
04127/2009 Title (Article III judges indicate active senior status; Sa. Report Type (check appropriate type} Reporting Period 
magistrate judges indicate full-or part-time} 
Nomination, Date 

01/01/2008
ACTIVE
Initial Annual 	Final [l] 
12/31/2008 
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 
IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS, (Reporting individual only; see pp. 9-13 filing instructions.) 
[Z] 	NONE (No reportable positions.) POSITION NAMEOFORGANIZATIONffiNTITY 

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II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 	-;i
U'>J? -:>-" 
c::: :.t: 
::0 NONE (No reportable agreements.) 	1-n9. ;n
o"P'

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PARTIES AND TERMS :)
Cf 2002 California Judges' Retirement 	fT1 

III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME (yours, not spouse's) 2008 State ofCalifornia -Judges' Retirement $127,974.00 Spouse's Non-Investment Income -If you were ma"ied during any portion the reporting year, complete this section. 

(Dollar amount not required except for honoraria.) 
[Z] NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

IV. REIMBURSEMENTS transportation, lodging, food, entertainmenL
(Includes those spouse and dependenl children; see pp. 25-27 offiling instructions.) 
[Z] NONE (No reportable reimbursements.) 

VJ. LIABILITIES. (Includes those spouse and dependent children; supp. 32-33 filing instructions.) 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 3-t-6o filing instructwns.J NONE (No reportable income, assets, transactions.) Description ssets (including trust assets) 
Income during reporting period  
Gross value end  Transactions during reporting period  
reporting period  

(I) 
(2) 
(I) 
(2) 
(2) 
(4) 
(5) asset Place "(X)" after  Amount  Type (e.g.,  
exempt from prior disclosure  Code  div., rent,  
(A-H) int.)  

Value  Value  
Code  Method  
(J-P)  Code3  
(Q-W)  

Type (e.g., buy, sell, redemption) 
Date 
Month-
Day 

Value Gain 
Identity Code 
Code 
buyer/seller (J-P) 
(if private transaction) (A-H) American Express Co. American Funds: American Mutual Fund American Fund American Funds: American High-Income Muni Bond Fund Ameriprise Fin. Inc. ATT Common Stock Bank America Account  Dividend Dividend Dividend Dividend Dividend Interest Bank America Common Stock American Funds: Bond Fund America  Dividend Dividend 10. PLC Spons ADR Charles Schwab Account  Dividend Dividend  
11. Chevron Texaco Corp.  Dividend  
12. Eagle Wireless Common Stock  None  
13. Edison International Common Stock  Dividend  
14. American Funds: Europacific Growth Fund  Dividend  
15. Exxon Common Stock  Dividend  
16. 17. Fed. Courts Rec -now Financial editUnion WACHOVIA Securities  Interest Interest Income Gain Codes: 1.000 less =Sl,001 -$2.500 =S2.SO -$5,000 =$5,001 -$15,000 =Sl5,001  $50,000  
(Sec Cohnnns and D4) =$50,001-SI OO,OOO =SI 00,00  1,000,000 =Sl,000.00J -$5,000,000 =More than $5,000,000 Value Codes  J=Sl5,000orless =$15,001 -$50,000 =$50,001  Sl00,000 =SI00,001 -$250,000  
(Sec Cohnnns and DJ) =$250,00  $500,000 =$500,00 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  T-ca.bMarlcct  
(Sec Column C2) =Book Value  V=Other  W=Estimated  

VII. INVESTMENTS and STS -income, value, transactions (Includes those spouse and dependent children; see PP. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Descri ption Assets 
(including trust assets) 
"(X)" after each asset 
from prior disclosure  
Inco during  Gross lue end  
reporting period  reporting period  
(I) Amount Code (A-H)  (2) Type(e.g., div., ren int.)  (I) Value Code2 (J-P)  (2) Method Code3 Type(e.g., buy, sell, redem ption)  
(Q-W)  

Transactions during porting period 
(3) 
(4) 
(5) 
Date 
Value 
Gain 
Identity 
Mon Code2  Code  buyer/seller  
Day  (J-P)  (A-H)  (if private  
transaction)  

18. American Funds: Growth Fund America  Dividend  
Fund  
19. Jackson National Life Ins.  Interest  
20. Lucent -now ALCA TEL  Dividend  
21. Mesa Royality Tust UBI  None  
22. Microsoft Common Stock  Dividend  
23. Newmont Mining Corp.  Dividend  
24. Nuveen Calif. Select Quality Muni. Fund  Dividend  
25. PGE Common Stock  Dividend  
26. Questar Corp. 27. DWS (Wachovia) Formerly Scudder Ca. Tax Free Bond  Dividend Dividend  
28. Sempra Energy  Dividend  
29. American Funds: Small Cap World Fund  Dividend  
30. Valero Energy Corp.  Dividend  
31. Vodafone Group Common Stock  Dividend  
32. Met Life Affiliate  Interest  
33. TRUST 'A' Consisting Real Property Morgan County,  Dividend Income Gain Codes: =Sl,000 less -s1.001-s2.soo =Sl.501 -$5.000 =S5000 -SI 50000 =$15.001 -$50.000  
(See Columns 8l1d 04) =$500001  SI00.000 =$100.001 -Sl,000,000 =s1.ooo,001 -S5,ooo.ooo =More than $5,000,000 Value Codes -SI 5,000 less $15,001 -$50,000 =S50,00I-$100,000 =SI 00,00  $250,000  
(See Columns and 03) =5250,00 -$500,000 $500,00 -SI ,000,000 =SI.000,001-S5,ooo,ooo =$5,000,001 -$25,000,000 -s25,ooo.001 -s5o.ooo.ooo =More than s5o,ooo.ooo Value Method Codes  QAppraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) Book Value sQther =Estimated  

Name Person Reporting 
Date Report 
KLAUSNER. ROBERT 
04/27/2009 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofReport.) 

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