Lawrence P Zatkoff Financial Disclosure Report for 2009

8/3/2019 Lawrence P Zatkoff Financial Disclosure Report for 2009

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I ,~ o 1 o FINANCIAL DISCLOSURE REPORT R e p o r t n e q u t re d b y t ~ e E t h t c sin G over nm ent Ac t o f 1978Rev. 1/20ZO FOR CALENDAR YEAR 2009 ( 5 U .S ,C . app 10 1- 111)I . P e r s o n Report ing ( la s t name , f i rs t , msdd le mina l) 2 . C o u r t o r O r g a n i z a t i o n 3 , D a t e o f R ~ p o r tZ a tk o ff , L a w re n ce P U S D ~ s tr lct C o urt - E D o f M I 04/19/2010

4 . T i t le (Art icle I l l judges ind ica te acuve o r s em or s ta tus ; S o . R e p o r t T y p e ( c h e e k a p p r o p r i a t e t y p e ) 6. Report ing Pe riodm a g i s tr a t e j u d g e s m d ~ c a t e f u l l - o r p a r t - t im e ) [ ] No m i n a t i o n , D a t e 01/01 /2009S e n i o r U S D i s t r c t J ud g e - A c t ,r e [] I m ~ a a l [] A m m a l [] Final to1 2 / 3 1 1 2 0 0 95 b. . [] A m e n d e d R e p o r t

7 . C ha m b e r s o r O f f i c e Ad d r e s s 8 . On the bas is o f the [n fo rmaUon con ta ined in th is Report and anymodifica t ions pe rta in log the re to , i t is , in my op in ion , in compliance5 26 W at e r S t r ee t with appl icable l aws and regula t ions .P or t H ur on , M i c h i gan 4806 0Revtewing Officer__ ___ D a t e

IMPOR TA NT NO TES: Th e ins tru ct ions accom pany ing th is fo rm m u st b e fo l lowed , Com ple te a t l parrs ,checking the NONE box for each part where you have no reportable inform at ion. Sign on last page.

I. P O S I T I O N S . ( ~ e p o , , i n g ,ndiuidua! only; seepp. 9-13 of Jiling instruct ions.)~ N O NE (No reportableposittons.)POSITION N A M E QF O R G A N I Z A T I O N /E N T I T Y

I 1. A G R E E M E N T S . (aeporting indiv,dnalonty; seepp. 14-16 offihng[~ NONE (No reportable agreements.)

~ATE PARTIES AND TERMSI. 2009 Sta te of Mtchtgan -

2 . 2 0 0 9 C o u n ~ o f M a c o m b - I ha v e a v e s t e d i n t e r e s t m a C o u n ~ P e n s i o n s y s t e m .


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I ~ IN A N C I A L D I SC L O S U R E R E P O R TP a g e 2 o f 6 Z a t k o f f , L a wr e n c e P . 04/19/2010

Il l . NON-INVESTMENT INCOME. Cgepo,~,g,~di~id~d~po~se; ~e ,p~. ~Z-Z~ o~, l i ,g i~ ,~no,~.~A. Filers Non-Investment Income

N O N E (N o reportable non-investment income.)D A T E SOURCE AND TYPE I N C Q M I ~( your s , no t s pous e s )

1 2 0 0 9 S t a t e o f M i ch i gan P ens m n $5,263 802 . 2 0 0 9 C o u n t y o f M a c o m b P e n s i o n $1,445 4034.

B . S p o u s e s N o n - ln v e s t m e n t I n c o m e - I f you were married during any port ion ~f the report ing year, com plete this sec t ion,( D o l l a r am o u n t n o t r e q u i r e d o . x c e p t fo r h o n o r a r i a )

~ N O N E (N o reportable non-investment income.)D A T E SOURCE AND TYPE

1 2 0 0 9 Gre a t La ke s lv le d ica l E v a lua tio n s - ty p in g2 2 0 0 9 C i ty o f R o y a l O a k p e n s m n34

IV . R E I M B U R S E M E N T S _ tr. ,, . ,o .~no ., Iodging, yoo d, . . , .r,~i . . . . ~( t n c lu d e s t h o s e t o s p o u s e a n d d e p e n d e n t c h d d r e n , a c e p p 2 5 -2 7 o f fi h n g i n s t r u c t i o n s )

NONE (No reportable reimbursements.)SQURCE DATES LOCATION PURPOSE JTEMS PAID OR PROVIDED

I2345


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F IN A N C I A L D I SC L O S U R E R E P O R TJ Z a t k o f f, L a , v r e ,~ c e e .

~ , , , o f a , v 0 , ~P a g e 3 o f 6 0 4 / 1 9 / 2 0 1 0

V . G I F T S . a ~ c ~ s , h o ~ . ~ 1 o ~ p o ~ ~ ~ o ~ , ~ , ~ ~ ~ p . 2 ~ - ~ ~ of filing Instructions)NONE (No reportable gifts.)

~ D E S C R I P T I O N VALUE12.

3.

4

5

V I . L I A B I L I T I E S . a~,~,~NONE (No reportable liabilities.)

. C R E D I T O R ~DE SG R rP T IO N VAL~

2

3.

4

5.


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Ia m e o f P e r s o n R e p o r t i n g D a t e o f R e p o r tP a g e ~ I N A N C I A L 4 o f 6 D I S C L O S U R E R E P O R T[ Z a t k o f f , L a ~ v r e n c e P . 0 4 / 1 9 1 2 0 1 0

V I I . I N V E S T M E N T S a n d T RU ST SNONE 0o reportable Income, assets, or transactions.)

A B. [ C. DD e s c r i p t i o n o f A s s e t s i I n c o m e d u n n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u n n g r e p o r t i n g p e r i o d

P l a c e " ( X ) " a f t e r e a c h a s s e t i A m o u n t [ Type (e g, V a lu e V a ]u e T y p e ( e g . , l Date V a l u e Gain I d e n t i t y o fe x e m p t f r o m p r i o r d i s c lo s u r e Code I [ d r y , r e n t , C o d e 2 M e th o d buy , s e ll , I m m / d d ! y y C o d e 2 C o d e 1 bu y e r /se lle r{A-H) J or i n t . ) , (J - P) C o d e 3 r e d e m p t i o n ) I (J-P) ( A - H ) i (tfpnvate; i i 1 , t . . . . . . . . . .1. U.S Sawngs Bonds A Interest K T

2 Rome Credit Umon A Interest L T3. Comertca Bank D Interest M T4 Citizens First BanLtCF BANCORP C Interest M T5. IRA-Cittgroup Smith Barney Renaissance A D i v i d e n d K TLrg Cap Grwth Equity6. SEf- IRA ~I.[PPER FUND A Dwtdend J T7.89.

1 0II.

13

14

I I n c o m e G a i n C o d $ A - $ 1 , 0 0 0 o r l e s s "~-~l.00i - $2,500 C=$2,501"$5,000 D = $5. 001 - $15 , 000

( S e e C o l m ~ m s C 1 a n d D 3 ) N =1 2 5 0 ,0 0 1 - $ 5 0 0 .0 0 0 O =$500,~1 - $1,~0,000 P I =~ 1 ,0 0 0 ,0 0 1 - $ 5 .0 0 0 .0 0 0 P 2 = 1 5 , 0 ~ , 0 0 1 ~25, 000 , 000P 3 =$ 2 5 ,0 0 0 ,0 0 1 - 1 5 0 ,0 0 0 ,0 0 0 P4 =Mere ~n $50,~0.0~3 V a l u e M e f l ~ o d C o d e ~ Q : A p p r a i s a l R = C o s t ( R e a l E s t a t e O n l y ) S = A ss e s sm e n t T = C a s h M a rk e l(~e Colunm C2) U "B~k Value V ~O l h e r W = E s t i m a t e d


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N a m e o f P e r s o n R e p o r t i n g

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D a t eP a g e~ I N A N C I A L 5 o f 6 D I S C L O S U R E R E P O R T [ z~ t k o f ~ . ~ a . ~ e n c e ~ . o~/~f~/~ot~*P"V III. ADD ITIONAL INFORM ATION OR EXPLANATIONS. a~ai~,~v~,,o~a~vo,~


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, FIN A N C IA L D I SC L O S U R E R E P O R T I N .... f Pe rson Report ing D a t e o f R e p o r t P a g e 6 o f 6 Z a t k o f f , L a w r e n c e P . 04/I 9/2010I X . C E R T I F I C A T I O N .

! c e rt i f y t h a t a ll i n f o r m a t i o n g i v e n a b o v e ( i n c l u d i n g i n f o r m a t i o n p e r t a i n i n g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l d r e n , if a n y ) i sa c c u r a t e , t r u e , a n d c o m p l e t e t o t h e be s t o f m y k n o w l e d g e a n d b e l i e f , a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i t h h e l d be c a u s e i t m e t a p p l i c a b l e st a t u t o r yp r o v i s i o n s p e r m i t t i n g n o n - d i s c l o s u r e .I f u r th e r c e r t if y t h a t e a r n e d i n c o m e f r o m o u t s i d e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n c e o f g i f t s w h i c h h a v e b e e n r e p o r t e d a r e i nc o m p l i a n c e w i t h t h e p r o v i s i o n s o f 5 U . S . C . a p p . 5 0 1 e t . s e q . , 5 U . S . C . 7 3 5 3 , a n d J u d i c i a l C o n f e r e n c e r e g u l a t i o n s .

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NOTE: ANYINDIVIDUAL WHO KNOWINGLYAND WILFULLYFALSIFIES O] ~~~ JBJECT TO CIVILA N D C R I M I N A L S A N C T I O N S ( 5 U . S. C . a p p . 1 0 4 )

FILING INSTRUCTIONSM a i l si g n e d o r i g i n a l a n d 3 a d d i t i o n a l c o p i e s t o :

C o m m i tt e e o n F in a n c i a l D i s c lo s u r eA d m i n i s tr a t i v e O f f i c e o f th e U n i t e d S t a t e s C o u r t sSuite 2-301 -O n e C o l u m b u s C i r cl e , N .E .W a s h i n g t o n , D C . 2 0 5 4 4

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Lawrence P Zatkoff Financial Disclosure Report for 2009