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Judicial Watch • England Jr Morrison C – 2005

England Jr Morrison C – 2005

England Jr Morrison C – 2005

Page 1: England Jr Morrison C – 2005

Category:Federal Judges

Number of Pages:7

Date Created:December 5, 2006

Date Uploaded to the Library:January 17, 2015

Tags:Morrison, England, Retirement, 2005, investment, spouse, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
Rev. 112006 
FOR CALENDAR YEAR 2005 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) England, Jr., Morrison Court Organization Eastern District California Date Report 05/10/2006 Title (Article illjndges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District Judge Sa. Report Type (check appropriate type) Nomination, Date Initial Annual Sb. Amended Report Final Reporting Period 01/01/2005 12/31/2005 Chambers Office Address the basis the information contained this Report and any 
modifications pertaining thereto, is, opinion, compliance 
U.S.. Courthouse with applicable laws and regulations. 
501 Street, Suite 15-220 
Sacran:iento, 95814 
Reviewing Officer Date 
 
IMPORTANT NOTES: .[he iristrctions acco;,,pan;ing 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 instructions.) 
 NONE (No reportable positions.) 
 
 
.: 
Il. AGREEMENTS. (Reporting individual only; see pp. u-16 ofins1ruc1ions.J NONE (No reportable agreements.) 
AND TERMS 
 
 
Name Person Reporting 
05/10/2006 
England, Jr., Morrison 
ID. NON-INVESTMENT INCOME. (Reporting individual and spouse; see PP. 11-24 instructions.) Filers Non-Investment Income NONE (No reportable non-investment income.} 
AND TYPE (yours, not spouses) 2005 University the Pacific; honorarium 3,000 Spouses Non-Investment Income -IJyou were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income) 
AND TYPE 2005 Medinitiatives, Inc -wages 
 
 
IV REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) 
(KJ NONE (No reportable reimbursements) 
DESCRIPTION 
 
 
V GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) [Kl NONE (No reportable gifts.) VALUE 
 
 
VJ. LIABaJTIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) NONE (No reportable liabilities.) American Express Credit card 
VALUE CODE 
 
 
Name Person Reporting 
05/10/2006 
England, Jr., Morrison 
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 Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(2) 
(1) 
Ifnot exempt from disclosure 
Type (e.g. 
Place (X) after each asset 
Amount 
Value 
Value 
Type (e.g. 
(3) 
(2) 
(4) 
Code 
div., rent, 
Code 
exempt from prior disclosure 
Method 
buy, sell, 
Identity 
Value 
Gain 
Date 
(A-H) int) (J-P) Code (Q-W) merger, redemption) Month-Day Code (J-P) Code (A-H) buyer/seller (ifprivate transaction) Rental property #2, Sacramento, Rent See note Part VIII Retirement Dividend See note Part 
VIII -Lincoln Financial Group Rollover 02/07 
-Lincoln Financial Group Rollover 02/07 
Education fund Dividend -Money Market fund Dividend Retirement Dividend See note Part 
VIII Humana, Inc. Sell 12/30 Retirement Dividend 
10.-Lord Abbott All Value 
11. 
-Van Kampen Comstock 
 
12. 
IRA Dividend 
13. 
-Alvarion LTD Buy 05/19 
 
14. 
-Calamos Growth Fund, Class 
 
15. 
-Causeway Intl Value 
 
16. 
-Cambiar Opportunity Buy 11/04 
 
17.-FMIFDS Income Gain Codes: =$I ,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) F=$50,001-$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 
 
Name Person Reporting 
05/10/2006 
England, Jr., Morrison 
VII. INVESTMENTS and TRusTS income, value, transactions (includes those the spouse 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 
(1) (2) (1) (2) (1) Ifnot exempt from disclosure 
Amount Code (A-H) Type (e.g. div., rent, int) Value Code (J-P) Value Method Code (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) 
 
18. 
-Goldman Sachs Buy 12/30 
 
19. 
-Harbor Small Cap Value 
 
20. 
-Hotchkis Wiley FDS 
 
21. 
-Janus Investment 
 
22. 
-Julius Baer Investment FDS 
 
23. 
-Legg Mason Value Trust 
 
24. 
-Pimco FDS pac Investment 
 
25. 
-TCW Galileo FDS Inc 
 
26. 
-Torray 
 
27. 
-Touchstone Small Cap 
 
 
.28. -Vanguard/Windsor Fund Inc. 
29. 
-WT Mutual CRM Buy 02/08 
 
30. 
-Western Asset Core Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$15,001 -$50,000 L=$50,00l -$100,000 =$100,001 -$250,000 
(See Columns and D3 =$250.001 -$500.000 O=S00.001 -.U.000 000 =Sl.000.001 -SS.000.000 =S5.000.00I -$25.000.000 
 
Name Person Reporting 
05/10/2006 
England, Jr., Morrison 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofReport.) 
(1) 
Part VII, line the rental property was acquired tax-deferred exchange; the value the exchange value the property the time the exchange. 
 
(2) 
Part VII, line the underlying investments were rolled over tax-free exchange IRA, Part VII, line and allocated among the various underlying investments IRA. 
 
(3) 
Part VII, line the underlying invesiment was sold and the proceeds invested IRA, line-15 underlying assel (4) Part VII, lines the 2004 FDR, rollover was reported; this data has been omitted from the 2005 FDR. 
 
 
(5) Part VII, lines -16 the 2004 FDR, rollover was reported; this data has been omitted from the 2005 FDR. 
 
(6) Part VII, lines -35 the 2004 FDR, asset sale was reported which liquidated the investment; this data has been omitted from the 2005 FDR. 
 
 
 
Name Person Reporting 
05/10/2006 
England, Jr., Morrison 
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