Ann D Montgomery Financial Disclosure Report for 2008
Category:Financial Disclosure
Number of Pages:6
Date Created:October 21, 2009
Date Uploaded to the Library:November 13, 2013
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Montgomery_Ann_D Date Report MONTGOMERY, ANN 05/04/2009 III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 7-24 filing instructions.) Filer's Non-Investment Income [Z] 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 required except for honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE 2008 Arthur, Chapman, Kettering, Smetak Pikala Law Firm IV. REIMBURSEMENTS -transportation, lodging.food, entertainmenl (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) [ZJ NONE (No reportable reimbursements.) Date Report 05/04/2009MONTGOMERY, ANN V GIFTS. (Includes those spouse and dependent children; see pp. 18-31 filing instructions.) [Z] NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 31-33 filing instructions.) [Z] NONE (No reportable liabilities.) CREDITOR VALUE CODE Date Report 05/04/2009MONTGOMERY, ANN VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des those spouse and dependent children; see PP 34-60 filing 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 (I) (2) (I) (2) (I) (3) (4) Interest farm land Meeker County, Rent Neurogen Corp. HWP -Common Stock None Lincoln Life Variable Annuity Fund None Alliance Bernstein Balanced Wealth Strateg ies -IRA Dividend Sold 12-03 Alliance Bernstein Balanced Wealth Strateg Dividend ies Blackrock Global Allocation Dividend Buy I2-08 IO. 12. 13. 14. 15. 16. 17. Place "(X)" after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent. int.) Value Code (J-P) Value Method Code (Q-W) Bancorp Interest Nortech System -Common Stock None Minnesota State Judge Retirement Plan None Type (e.g., Date Value Gain Identity buy, sell, Month Code2 Code buyer/seller redemption) Day (J-P) (A-H) (if private transaction) Income Gain Codes: 1,000 less =Sl,001. S2,500 =S2,50 SS.ODO =S5,00 I-St 5,000 15,00 -$50,000 (See Columns and 04) =SS0,001-SI OO.OOO =SI 00,00 1,000,000 =Sl,000,001-$5,000,000 =More than $5,000,000 Value Codes =Sl5,000 less =S15,00I -S50,000 =$50,00I-SI 00,000 =SI 00,00 -$250,000 (See Columns and DJ) =$250,00 -$500,000 =$500,00 1,000.000 1,000,00 -SS,000,000 =S5,000,001 -S25,000,000 =$25,000,00 -SS0,000,000 =Moro than S50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessmcnl T=Cash Market (See Column Ci) =Book Value V=Other =Estimated Date Report MONTGOMERY, ANN 0510412009 VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepartofReporl) Section VII: No. -Item real estate owned common The assessed tax value approximately $79,300; the current value may actually less than that but share, any event, would less than $20,000. Date Report 05/04/2009 MONTGOMERY, ANN 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 FALSIFI 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