# John Alfred Jarvey

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/22907

## Record

- **Judge:** John Alfred Jarvey
- **Year:** 2007
- **Pages:** 6

## Text

Legg Mason Part Fundamental Value Fund Class A-See Part VII — Int/Div — Exempt
Legg Mason Part Fundamental Value Fund Class A-See Part VII — Distribution — Distri
Legg Mason Partners Cap Growth Fund Class B-See Part VII — Int/Div — Convers
LeggMason Part Large Cap Growth Fund Class A-See Part VII — Int/Div — Conversi
Legg Mason Part Social Awareness Fund Class A-See Part VIII — Int/Div — Conversi
Legg Mason Partn Social Awareness Fund Class B-See Part VIII — Int/Div — Convers
LeggMason Part Fundamental Value Fund Class A-See Part VIII — Int/Div
Legg Mason Part Large Cap Growth Fund Class B-See Part VIII — Int/Div — Convers
Legg Mason Part Social Awareness Fund Class A-See Part VIII — Int/Div
US Bank-Self jpg) Checking Accoun — Interest
Legg Mason Part Cap Growth Fund Class A — Int/Div — Conversi
Reimbursement — George Mason Law & Economics Center — Captiva Island, FL
Income — August '07 — University of lowa - College of Law — $5,000.00
Spouse's income — 2006-2007 — Self-Employment Piano Teacher
Part I11.A. - Additional non-investment income was received by filer as United States Government salary for services as a United States Magistrate Judge

(01/01/07-03/14/07) and a United States District Judge (03/15/07-12/31/07).

All from Part VII:

1. John IRA-Mutual Funds

2. The only asset in this trust was a residence located in Maple Grove, MN. The asset was gifted to the trust on July 9,.2003, by

but the trust pays a

mortgage on the residence and 1 fund 1/5 of the mortgage payments. The purchase price of the residence was $320,000. The mortgage is for $120,000. Therefore,

my interest in the

Trust is ($320,000 minus $120,000 divided by 4) or $40,000. The home was sold in August 2007 and the trust assets were distributed in

October 2007. 1 received $39,500.

3. John IRA-Mutual Funds: This asset was converted on 01/04/07 by the Fund to Class A shares. 1had no involvement in this involuntary conversion. No

income resulted from the conversion. 1 learned of the conversions on 5/13/08.

4. John IRA-Mutual Funds:

5. John IRA-Mutual Funds

6. John IRA-Mutual Funds: This asset was converted on 01/04/07 by the Fund to Class A shares. 1 had no involvement in this involuntary conversion. No

income resulted from the conversion. 1 learned of the conversions on 5/13/08.

7. GD IRA -Mutual Funds

8

IRA-Mutual Funds: This asset was converted on 01/04/07 by the Fund to Class A shares. 1 had no involvement in this involuntary conversion. No

income resulted from the conversion. 1leamed of the conversions on 5/13/08. The Class A shares to which the Class B shares were converted are listed in

paragraph 13.

9. GD IRA -Mutual Funds

10. Firstar Bank became US Bank many years ago. 1 nadverntly neglected to note this name change.

11. Firstar Bank became US Bank many years ago. I inadvertently neglected to note this name change.

12. ans the owner of whole life insurance policies on

purchased by QI in 1993. These were inadvertently omitted from prior

statements. 1 learned that they should be listed at a June 2007 FJC seminar.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/22907. Public record. Not legal advice.