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Judicial Watch • Terence C Kern Financial Disclosure Report for 2008

Terence C Kern Financial Disclosure Report for 2008

Terence C Kern Financial Disclosure Report for 2008

Page 1: Terence C Kern Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:17

Date Created:October 30, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Terence C Kern, TERENCE, Royalty, 2008, INVESTMENTS, transactions, TRUSTS, dividend, Financial Disclosure, ICE, CIA, 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.) Filer's Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME 
(yours, not spouse's) Spouse's 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.) Filer's Non-Investment Income 
[Z] NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME 
(yours, not spouse's) Spouse's 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
KERJ'S, 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: =