Joseph Eron Irenas
2008
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What was filed
4
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- ALANS NOLES! Lane instructions accompanying Litls form must ve joliowed., Lomplele ing the NONE box for each part where you have no reportable information. Sign on last
- =o J, =) KY Ear IK GUN 00 0=8500,001-81,000,000 P1=§1,000,001- 0,000,000 P4=More than $
As filed
Middletown Twp. NJ Bd. Ed. T/O , Dated 02/15/01; Due 08/01/27 20 Fidelity "RA: See Comment A — Interest
Tice'ity Retirement V oney ZL Naret 22 -TFicelity Viage an 23 -7ice’ity Contrafunc
Tice'ity OTC Portio'io 25 - Jiceity Overseas
RR. £2
ALANS NOLES! Lane instructions accompanying Litls form must ve joliowed., Lomplele ing the NONE box for each part where you have no reportable information. Sign on last
Spouse's income — YaueCoces: =a JU or ess (See Col.CI, D3) N=$250,001-$500.( P3=$25.000.001-$5 — =o J, =) KY Ear IK GUN 00 0=8500,001-81,000,000 P1=§1,000,001- 0,000,000 P4=More than $
A. (Items 20 through 27) McCarter & English maintained a KEOGH Retirement Plan for all partners in the firm. When I withdrew
from the firm, my interest in the plan was segregated into a separate account so that it is managed at my sole discretion distinctly apart
from the firm’s general retirement plan. Effective January 1, 1996, all participants in the plan were required to invest their accounts in
one of ten mutual funds offered by Fidelity Investments, Boston, Massachusetts. Each fund participant was permitted to switch back
and forth between any of these funds, but could not otherwise choose other investments. As with all mutual funds, actual investments
are controlled by fund managers. Effective May 8, 2002, I withdrew from the McCarter & English plan and rolled over my entire
account into an individual IRA where I was permitted to choose investments other than Fidelity funds. However, I made no change in
the particular Fidelity funds in which I have been invested, although in 2008 I did transfer Money Market funds into two specific
investment selected by me (Nos. 26 and 27 ). In Part VII, I have listed values for the IRA as a whole and below that I have listed the
specific funds or assets in which I am invested. I am doing that pursuant to the instructions given in correspondence from the
Committee dated August 6, 2002.
Item No. 20 represents the value for the entire IRA. Items 21-27 represent component parts of the
IRA. I gather it is not required to complete Columns B and C for the individual component parts which are mutual funds where I do
not control the investments. However, I have provided individual information for Nos. 26 and 27, even though these amounts are also
included in the entire IRA total in No. 20.
B. (Item 10) Issuer called one of my seven bonds. Sections B and C show value and income codes for the six remaining bonds.
Section D reflects codes for the one bond redeemed.
C. (Item 30) Before I became a Judge, I had created a life insurance trust to which I transferred four policies, three issued by Mass
Mutual and one by Northwestern Mutual. Depending on circumstances, SE i be beneficiaries of the trust when I
die. The Trustee is an individual attorney. I have been paying the premiums to the Trustee, but since «ED rc the
beneficial owners of the trust, these payments to the Trustee for premiums are treated as gifts to the beneficial owners. All four
policies are whole life policies which have cash values. The value code in Column B(1) reflects all dividends received by the Trustee
whether or not paid out in cash or used to reduce premiums. The value code in Column C(1) reflects the combined cash value of the
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four policies in the trust. Dividends not used to reduce premiums are paid by the Trustee to (ll as beneficial owner of the trust.
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.