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Judicial Watch • Robert G. Klausner – 2008

Robert G. Klausner – 2008

Robert G. Klausner – 2008

Page 1: Robert G. Klausner – 2008

Category:Federal Judges

Number of Pages:8

Date Created:October 21, 2009

Date Uploaded to the Library:November 10, 2014

Tags:Robert G Klausner, america, funds, American, stock, 2008, transactions, Codes, dividend, reportable, reporting, report, Federal Judge, income, Judge


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Klausner_Robert_G Rey.112008 
 
FOR CALENDAR YEAR 2008 V.S.C. app.  /0/-/ JJ) Person Reporting (last name, first, middle initial} Court Organization Date Report 
KLAUSNER, ROBERT DISTRJCT COURT -CA Cent 
04127/2009 Title (Article III judges indicate active senior status; Sa. Report Type (check appropriate type} Reporting Period 
magistrate judges indicate full-or part-time} 
Nomination, Date 
 
01/01/2008 
ACTIVE 
Initial Annual 	Final [l] 
12/31/2008 
Sb. Amended Report Chambers Office Address the basis the Information contained this Report and any 
modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. 
Roybal Federal Building 
255 East Temple Street, #860 
Los Angeles, 90012 
 
Reviewing Officer 	Date 
IMPORT ANT NOTES: The instructions accompanying 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 filing instructions.) 
[Z] 	NONE (No reportable positions.) POSITION NAMEOFORGANIZATIONffiNTITY 
 
 
,_,  
..s:::> ::a 
(fl 
cJ-n ::;. 
O:z 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 	-;i 
U>J? -:>- 
c::: :.t: 
::0 NONE (No reportable agreements.) 	1-n9. ;n 
 
-nl 
PARTIES AND TERMS :) 
Cf 2002 California Judges Retirement 	fT1 
 
 
 
III. N-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 (yours, not spouses) 2008 State ofCalifornia -Judges Retirement $127,974.00 Spouses Non-Investment Income -If you were maied during any portion the reporting year, complete this section. 
 
(Dollar amount not required except for honoraria.) 
[Z] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
 
 
IV. REIMBURSEMENTS transportation, lodging, food, entertainmenL 
(Includes those spouse and dependenl children; see pp. 25-27 offiling instructions.) 
[Z] NONE (No reportable reimbursements.) 
 
 
 
VJ. LIABILITIES. (Includes those spouse and dependent children; supp. 32-33 filing instructions.) 
 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 3-t-6o filing instructwns.J NONE (No reportable income, assets, transactions.) Description ssets (including trust assets) 
Income during reporting period 
Gross value end Transactions during reporting period 
reporting period 
 
(I) 
(2) 
(I) 
(2) 
(2) 
(4) 
(5) asset Place (X) after Amount Type (e.g., 
exempt from prior disclosure Code div., rent, 
(A-H) int.) 
 
Value Value 
Code Method 
(J-P) Code3 
(Q-W) 
 
Type (e.g., buy, sell, redemption) 
Date 
Month- 
Day 
 
Value Gain 
Identity Code 
Code 
buyer/seller (J-P) 
(if private transaction) (A-H) American Express Co. American Funds: American Mutual Fund American Fund American Funds: American High-Income Muni Bond Fund Ameriprise Fin. Inc. ATT Common Stock Bank America Account Dividend Dividend Dividend Dividend Dividend Interest Bank America Common Stock American Funds: Bond Fund America Dividend Dividend 10. PLC Spons ADR Charles Schwab Account Dividend Dividend 
11. Chevron Texaco Corp. Dividend 
12. Eagle Wireless Common Stock None 
13. Edison International Common Stock Dividend 
14. American Funds: Europacific Growth Fund Dividend 
15. Exxon Common Stock Dividend 
16. 17. Fed. Courts Rec -now Financial editUnion WACHOVIA Securities Interest Interest Income Gain Codes: 1.000 less =Sl,001 -$2.500 =S2.SO -$5,000 =$5,001 -$15,000 =Sl5,001  $50,000 
(Sec Cohnnns and D4) =$50,001-SI OO,OOO =SI 00,00  1,000,000 =Sl,000.00J -$5,000,000 =More than $5,000,000 Value Codes J=Sl5,000orless =$15,001 -$50,000 =$50,001  Sl00,000 =SI00,001 -$250,000 
(Sec Cohnnns and DJ) =$250,00  $500,000 =$500,00 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 Q=Appraisal =Cost (Real Estate Only) =Assessment T-ca.bMarlcct 
(Sec Column C2) =Book Value V=Other W=Estimated 
 
 
VII. INVESTMENTS and STS -income, value, transactions (Includes those spouse and dependent children; see PP. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Descri ption Assets 
(including trust assets) 
(X) after each asset 
from prior disclosure 
Inco during Gross lue end 
reporting period reporting period 
(I) Amount Code (A-H) (2) Type(e.g., div., ren int.) (I) Value Code2 (J-P) (2) Method Code3 Type(e.g., buy, sell, redem ption) 
(Q-W) 
 
Transactions during porting period 
(3) 
(4) 
(5) 
Date 
Value 
Gain 
Identity 
Mon Code2 Code buyer/seller 
Day (J-P) (A-H) (if private 
transaction) 
 
18. American Funds: Growth Fund America Dividend 
Fund 
19. Jackson National Life Ins. Interest 
20. Lucent -now ALCA TEL Dividend 
21. Mesa Royality Tust UBI None 
22. Microsoft Common Stock Dividend 
23. Newmont Mining Corp. Dividend 
24. Nuveen Calif. Select Quality Muni. Fund Dividend 
25. PGE Common Stock Dividend 
26. Questar Corp. 27. DWS (Wachovia) Formerly Scudder Ca. Tax Free Bond Dividend Dividend 
28. Sempra Energy Dividend 
29. American Funds: Small Cap World Fund Dividend 
30. Valero Energy Corp. Dividend 
31. Vodafone Group Common Stock Dividend 
32. Met Life Affiliate Interest 
33. TRUST Consisting Real Property Morgan County, Dividend Income Gain Codes: =Sl,000 less -s1.001-s2.soo =Sl.501 -$5.000 =S5000 -SI 50000 =$15.001 -$50.000 
(See Columns 8l1d 04) =$500001  SI00.000 =$100.001 -Sl,000,000 =s1.ooo,001 -S5,ooo.ooo =More than $5,000,000 Value Codes -SI 5,000 less $15,001 -$50,000 =S50,00I-$100,000 =SI 00,00  $250,000 
(See Columns and 03) =5250,00 -$500,000 $500,00 -SI ,000,000 =SI.000,001-S5,ooo,ooo =$5,000,001 -$25,000,000 -s25,ooo.001 -s5o.ooo.ooo =More than s5o,ooo.ooo Value Method Codes QAppraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) Book Value sQther =Estimated 
 
 
 
 
Name Person Reporting 
Date Report 
KLAUSNER. ROBERT 
04/27/2009 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofReport.) 
 
 
 
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