Freda L. Wolfson
2015Annual
Ask Donna
Pull out the substance of this filing.
What was filed
8
investments
0
positions
0
gifts
0
agreements
0
debts
4
reimbursements
0
income
3
spouse income
Named parties
- Through JSM at Falcon LL and JSM at Stelton LLC
- Jack and Sheryl Moms through Jags Leasing LLC
- Through JSM at Falcon LLC and JSM at Stelton LLC
- Through Jags Leasing LLC
- State of New Jersey Judiciary - salary
- Greenbaum, Rowe, Smith, & Davis - Partnership payment
- Palmisano & Goodman - Referral fee from Certified Trial Attorney
As filed
Bank of America (various accounts) — Interest
Liberty Mutual Extra Value Life Insurance Policy (X) — None — Redeemed
Liberty Mutual Life Extra Value Insurance Policy (X) — None — Redeemed
Liberty Mutual Life Universal Insurance Policy (X) — None — Redeemed
Liberty Mutual Extra Value Life Insurance Policy (X) — None — Redeemed
Liberty Mutual Extra Value Life Insurance Policy (X) — None — Redeemed
Liberty Mutual Life Universal Insurance Policy (X) — None — Redeemed
Liberty Mutual Term Life Insurance Policy xX) — Interest — Redeemed
Reimbursement — Through JSM at Falcon LL and JSM at Stelton LLC — FLand retum to New Jersey
Reimbursement — Jack and Sheryl Moms through Jags Leasing LLC — 2/122015 — New Jersey to Bahamas — Personal vacation — Transportation
Reimbursement — Through JSM at Falcon LLC and JSM at Stelton LLC
Reimbursement — Through Jags Leasing LLC — FL and retum to New Jersey
Spouse's income — 2015 — State of New Jersey Judiciary - salary
Spouse's income — 2015 — Greenbaum, Rowe, Smith, & Davis - Partnership payment
Spouse's income — 2015 — Palmisano & Goodman - Referral fee from Certified Trial Attorney
In Part VII - Investments and Trusts - | have listed, for the first time, various life insurunce policies that were purchased years ago (in the 1980s) by me and my
spouse, To be clear, while these policies have an investment component, there is no option to, and indeed 1 did not, select any funds for which to invest the
premiums, Rather, these policies are akin to whole life insurance policies, but with the option to build cash value. Additionally, although my spouse and | have
redeemed these policies in 2015, 1 did not report them on my prior financial disclosures because was not aware that these policies were subject to be disclosed.
In fact, 1 was under the mistaken impression that all life insurance policies are treated as "term" life insurance, which is not reportable. As such, | have placed an
X after each of the policies on Column A so as to introduce them for the first time in this report.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.