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Judicial Watch • Terence C. Kern – 2008

Terence C. Kern – 2008

Terence C. Kern – 2008

Page 1: Terence C. Kern – 2008

Category:Federal Judges

Number of Pages:17

Date Created:October 30, 2009

Date Uploaded to the Library:November 09, 2014

Tags:Terence C Kern, TERENCE, Royalty, 2008, INVESTMENTS, transactions, TRUSTS, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Kern_Terence_C 
 
Date Report 
510412009 
KERN, TERENCE 
 
Ill. NON-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-Investment Income you were married during any portwn the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) 
[ZJ NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
IV. REIMBURSEMENTS -transportation, /odging,food, entertainment (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) Tulsa Country Club -RESIGNED Honorary Membership $1,000.00 December, 2008 See note Part VIII. 
 
 
VJ. LJABJLJTJES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) [{] NONE (No reportable liabilities.) CREDITOR DESCRIPTION 
CODE 
 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) Income Gain Codes: =$t ,000 less =$1,001 -$2,500 =$2,50l -$5,000 =$5,001 -$15,000 =$15,001-$50,000 
(See Columns aod 04) F=$50,ool -$100,000 =$100,001 $1,000,ooo =$1,000,001 -$5,000,000 112 =More thao $5,000,000 Value Codes =$15,000 less K=Sl5,00l -S50,000 L=$50,00l-Sloo,ooo =$100,001-$250,000 
(See Columns aod DJ) =$250,001 -$500,ooo =$500,001 -Sl ,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 Me1bod Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Othcr W=Estimated 
 
Date Report 
5/04/2009 
KERN, TERENCE 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children: see PP J4-6o /ding instructions.) 
NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure 
 
18. 
Brokerage Account 
 
19. 
Xeta Tech None 
 
20. 
Pfizer Inc. (X) None 
 
21. 
MSDW!nc Interest 
 
22. 
Active Asset Money Fund Int./Div. 
 
23. 
Analog Devices Inc (X) None 
24. 
Walgreen Dividend 
 
25. 
Williams (X) None 
 
26. 
Brokerage Acct 
 
27. 
Cimarex Energy Dividend 
 
28. 
Dow Chemical Dividend 
 
29. 
Helmerich Payne Dividend 
 
 
30. Energy Transfer Partners Distribution 
31. 
Pfizer Inc. (X) Dividend 
 
32. 
Altria Group Inc. Dividend Sold 4/30 
 
33. 
Gilead Science 
 
 
None 
Coca Cola Dividend 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(!) (2) (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) 
 
Heading only. 
Fell below threshold 
Fell below threshold 
Fell below threshold 
Heading only. 
Fell below threshold 
Split Income Gain Codes: -St ,000 less -St,001  $2,500 c42,501  $5,000 =$5,00I -$15,000 E415,001-$50,000 
(Sec Columns and D4) =$50,001 -$100,000 0=$100,001-$1,000,000 =$1,000,ool -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00 -$I00,000 =$100,001  $250,000 
(Sec Colwnns and DJ) =$250,001 -$500,000 0=$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 V=Other W=Estimated 
Date Report 
510412009 
KERN, TERENCE 
VII. INVESTMENTS and TRUSTS -income, varue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 ftlinc instructwns.J NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure 
35. 
United Technologies 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (I) (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 
36. 
Phillip Morris Dividend Spinoff 
 
from Altria split 
3/31 
(from line 32) 
Brokerage Account 
Heading only. 
38. BPZ RES Inc Com None Buy 
10/07 
40. 
BPZ RES Inc Com None Buy 
10/21 
Money Fund Jnt./Div. 
42. 
Bank Oklahoma accounts Interest 
FM Bank account Interest 
43. FMBankCD Interest Matured 8/15 
44. FMBankCD None Buy 8/21 Income Gain Codes: =Sl,000 orless =St,001 -$2,500 =$2.501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) F=S50,00l -Sl00,000 =$100,001 -Sl,000,000 =St,000,001 -$5,000,000 112 =More than $5,000,000 Value Codes Sl5,000 less =$15,001 -$50,000 =$50,00I -SI 00,000 =SI 00,00 -$250,000 
(See Columns and DJ) =$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 =Cost (Real Estate Only) =Assessment T=CasbMarli:et 
(See Column C2) -Book Value V=Other =Estimated 
 
 
Date Report 
5/04/2009 
KERN, TERENCE 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofReport) 
Part tendered resignation honorary member Tulsa Country Club compliance with the directive from Congress that prohibits judicial officers from accepting gift honorary club membership with value more than $50. 
 
 
Date Report 
 
5/04/2009 
KERN, TERENCE 
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 
 
 
Kern_Terence_C POSITI NS. (Reporting individual only; see pp. 9-13 filing instructions.) 
[ZJ NONE (Nu reportable positions.) 
 
NAME ORGANIZATION/ENTITY ......., 
 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[ZJ NONE (No reportable agreements.) 
 
PARTIES AND TERMS 
 
 
 
 
 
III. N-INVESTMENT ME. (Reponing individual and spouse; supp. 17-24 filing instructions.) Filers Non-Investment Income 
[Z] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-Investment Income -If you were marrkd during any portion the reporting yeur, tomplete this section. 
(Dollar amount not required except for honoraria.) 
[ZJ NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
IV. REIMBURSEMENTS -transponation, lodging, food, entenainment (Includes those spouse and dependent children: see pp. 15-17 filing instructions.) 
[ZJ NONE (No reportable reimbursements.) 
PURPOSE ITEMS PAID PROVIDED GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) NONE (No reportable gifts.) Tulsa Country Club -RESIGNED Honorary Membership $1,000.00 December, 2008 -See note Part VIII. 
 
 
 
VJ. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[Z] 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 
 
 
 
 
 
 
Name Penon Reporting 
Date Report 
KERN, TERENCE 
6/08/2009 
VII. INVESTMENTS and TRUSTS -income, varue, transactions r1nc1udes those spouse and dependent children; PP 3-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets 
reporting period reporting period 
Place (X) after each asset  Aunt T2:e.g., T1:e.g, v?ie ::n lde;t 
 
exempt from prior disclosure Code div., rent, Code Method buy, sell, Month Code Code buyer/seller Oil Gas Leases: 	Heading only. ----L Tuley, Garvin Co, Royalty 
----Lash, Murray Co, Royalty ----Crump, Murray Co, Royalty 
----Floyd, Garvin Co, Royalty ----Gibson, Garvin Co, Royalty ----Muncrief, Garvin Co, Royalty ----Beers Lite, Dewey Co, Royalty ----Kenneth, Dewey Co, Royalty 
10. ----Edna, Dewey Co, Royalty 
11. ----Stanton, Dewey Co, Royalty 
12. ----Kimball, Major Co, Royalty 
 
13. ----Miller, Major Co, Royalty 
14. ----Spark, Bensch, Major Co, Royalty 
15. ----BeWk, Logan Co, Royalty 
16. 
----Royalty Int, Custer Co, Royalty 
 
17. 
----Royalty Int, Stephens Co, Royalty Income Gain Codes: =$1,000 OTless =Sl.001  $2,500 =S2,50 -S5,000 =$5,001 -515,000 =Sl5,00J -$50,000 (Sec Columns and 04) =S50,00l  Sl00,000 =SJOO,OOJ -SJ,000,000 =St,000,001 -$5,000,000 =More than $5,000,000 
Vahu: Codes 15,000 less =SJS,001 -S50,000 =S50,00I -St00,000 =SI00,001 -5250,000 
 
(Sec ColWllns and 03) =S250,00 -SS00,000 =$500,001  ,000,000 =Sl,000,001 -$5,000,000 =S5,000,00t -$25,000,000 =S25,000,00 -$50,000,000 =More than SS0,000,000 
Value Method Codes =Appraisal =Cost (Real Esi.te Only) =Assessment =Cash Market (Sec Column C2) Book Value =Other =Estimated 
 
 
 
Date Report 
6/08/2009 
KERJS, TERENCE 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets Income during Gross value end (including trust assets) reporting period reporting period 
(I) (2) (I) (2) 
IPlace (X) after each asset Type (e.g., Value Value 
Code 
exempt from prior disclosure div_, rent, Code Method 
(A-H) int.) 
Transactions during reporting period 
 
(I) (2) (3) (4) (5) 
Type (e.g_, Date Value Gain Identity buy, sell, Month -Code Code buyer/seller 
 
redemption) Day (J-P) (A-H) (ifprivate 
Code transaction) 
(Q-W) 
 
_L_________ 
L__ _L_____ 
____ ___l_ ___ 
18. 
Brokerage Account Heading only. 
 
19. 
Xeta Tech None 
 
 
20_ Pfizer Inc. (X) None Fell below threshold 
21. 
MSDW Inc Interest 
 
22. 
Active Asset Money Fund IntJDiv. 
 
23. 
Analog Devices Inc (X) None Fell below threshold 
 
24. 
Walgreen Dividend 
 
25. 
Williams (X) None Fell below threshold 
 
 
26_ Brokerage Acct Heading only. 
27. 
Cimarex Energy Dividend 
 
28. 
Dow Chemical Dividend 
 
 
29_ Helmerich Payne Dividend 
30_ Energy Transfer Partners Distribution 
31. 
Pfizer Inc. (X) Dividend Fell below threshold 
 
32. 
Altria Group Inc. Dividend Sold 4/30 Split 
 
 
Gilead Science None 
34. Coca Cola Dividend Income Gain Codes: =