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Judicial Watch • Reed Jr Lowell A – 2007

Reed Jr Lowell A – 2007

Reed Jr Lowell A – 2007

Page 1: Reed Jr Lowell A – 2007

Category:Federal Judges

Number of Pages:8

Date Created:October 30, 2008

Date Uploaded to the Library:January 23, 2015

Tags:Lowell, trust, Market, 2007, INVESTMENTS, transactions, TRUSTS, Codes, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 US.C. app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report 
REED, Jr., Lowell Title (Article Ill judges indicate active senior status; magistrate judges indicate full-or part-time) Senior District Judge Chambers Office Address 4001 Courthouse Market Street Philadelphia, 19106 U.S. District Court Sa. Report Type (check appropriate type) Nomination, Date Initial [{] Annual Sb. Amended Report Final the basis the information contained this Report and anmodifications pertaining thereto, is, opinion, compliwith applicable laws and regulations. Reviewing Officer 05/08/2008 Reporting Period 01/01/2007 12/31/2007 ance Date 
 
IMPORTANT NOTES: The instructions accompanying this form must befollowed. Complete al/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.) 
[{] NONE (No reportable positions.) 
POSITION 
 
 
 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 
 
PARTIES AND TERMS 
f-,..J 
(/)CJ QC) ::u ...., 04,. (/)!:.,: ::;i:: ::x> 
c:;x :::0 -,.,, rn- 
C)):> .,.,, 
JT1 
 
 
 
Date Report 
REED, Jr., Lowell 
05/08/2008 
III. NON-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income 
[{] NONE (No reportable non-investment income.) 
 
 
SOURCE AND TYPE INCOME Spouses Non-Investment Income -I/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.) 2/07 Trustee, Testamentary Trust, Trustees commissions. (See VIII) 
 
 
IV. REIMBURSEMENTS -transportation, lodging,food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 
 
 
Date Report 
REED, Jr., Lowell 
05/08/2008 GIFTS. (Includes those >po use and dependent children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 
SOURCE DESCRIPTION 	VALUE 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[Z] 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 
Date Report 
REED, Jr., Lowell 
05/08/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nciudes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Transactions during rep orting period 
Description Assets Income during Gross value end 
(including trust assets) reporting period reporting period 
 
(l) 
(2) (!) 
(2) 
(3) (5) 
Amount Type (e.g., 
Value 
Value 
Type (e.g., Date 
Value 
Place (X) after each asset 
Code 
Method 
buy, sell, 
Code 
exempt from prior disclosure 
buyer/seller 
 
(A-H) 
redemption) 
Code 
(J-P) (A-H) int.) (if private 
transaction) 
(Q-W) 
______L____J Income Gain Codes: 1,000 Jess =Sl ,001 -S2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,00 -$50,000 
(See Columns and D4) =S50,001 100,000 100,001 -S1,000,000 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 03) =$250,001 -$500,000 =$500,001 -Sl,000,000 =$1,000,001-$5,000,000 =$5,000,001 -$25,000,000 =S25,000,001 -S50,000,000 =More than $50,000,000 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) U=Book Value V=Other Estimated 
 
Date Report 
REED, Jr., Lowell 
05/08/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 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 
 
(2) (I) 
setPlace (X) after each Amount Type (e.g., Value Value 
exempt from prior disclos ure Code div., rent, Code Method 
(A-H) int.) (J-P) Code 
(Q-W) 
 
Type (e.g., buy, sell, redemption) 
Date 
Month Day 
 
Value Gain 
Identity Code 
Code buyer/seller 
(J-P) 
(A-H) 
(if private transaction) Income Gain Codes; ==S 1,000 less =S!,001  S2,500 =S2,50  S5,000 =$5,001  $15,000 =$15,001 -S50,000 
(See Columns and 04) =550,00 I00,000 =SI 00,00 1,000,000 =$1,000,001 -$5,000,000 =More than S5,000,000 Value Codes 15,000 less =SI 5,001 -550,000 =$50,001 -$100,000 =SI 00,00 -5250,000 
(See Columns and 03) =$250,00 -$500,000 =$500,00 -$1,000,000 =$1,000,00 -$5,000,000 =$5,000,001 -S25,000,000 =S25,000,00I -550,000,000 =More than $50,000,000 Value Method Codes ==Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(see Column C2) =Book Value Vther =Estimated 
 
 
Date Report 
REED, Jr., Lowell 
05/08/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets B.Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(I) (I) 
(2) 
(2) 
(4) 
(5) 
Value 
Value 
Date 
Type (e.g., 
Place (X) after each asset Amount Type (e.g., 
Identity Code Code 1exempt from prior disclosure 
div., rent, 
Code 
Method 
Month 
buy, sell, 
buyer/seller 
(A-H) int.) 
Code 
redemption) 
(J-P) 
Day 
(if private 
(A-HJ 
(Q-W) 
transaction) 
35. Vanguard Convertible Bond Fund (x) Dividend Transfer 3115 
36. Vanguard Tax Managed Bal Fund Dividend Buy /131 Income Gain Codes: =$1,000 Jess =Sl ,OOI -S2,500 =$2,501 -$5,000 =S5,00I -SI5,000 =$I5,001 -$50,000 
(See Columns and 04) Value Codes =$50,001 -SI00,000 =SI 5,000 less =SI 00,00 -SI ,000,000 =$15,00I -S50,000 =SI,000,001 -SS,000,000 =$50,00I 100,000 =More than $5,000,000 I00,00 -$250,000 
(See Columns and 03) =S250,00 -5500,000 =$500,00 -SI ,000,000 =SI,000,00I -$5,000,000 =55,000,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Appraisal =Cost (Real Estate Only) =More than S50,000,000 Assessment =Cash Market 
(See Column C2) =Book Value =Other ===Estimated 
 
Date Report 
REED, Jr., Lowell 
05/08/2008 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicale partofReporl) 
 
For Section III 
income paid her commission one three trustees; she not beneficiary the trust, either income distribution corpus. This private testamentary trust which-has property interest now remainder man. 
The corpus the trust never was and never will derived from the assets, income activities the filer The filer cannot expect derive benefit from the trust income corpus. The service trustee, and commissions earned are the sole financial interest and responsibility Neither the filer nor the-has filed any-tax return with the trust and the filer has knowledge the property corpus the trust. Finally, annual commission not based upon the level profitability the trust property. 
 
 
Name Person Reporting 
REED, Jr., Lowell 
 
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