Morton Ira Greenberg

2008

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 34

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Corp.
  • through Broker (U BS)
  • Fordham Law School, New York, NY
  • Pension from State of New Jersey

As filed

Life Ins. Washington Nat'l Ins. Co — Interest — Note

Life Ins. Pacific Life Ins. Co. — Interest — Note

Life Ins. New York Life Ins. Co — Interest — Note

Life Ins. Nationwide Life Ins. Co. of Am. — Int/Div — Note

IRA with Bank of America in certificate of deposit — Distribution — Note

Linwood Country Club — None

General Motors Corp. common stock — Int/Div

Edison Intemational common stock — Int/Div

Bank of America - Accounts — Interest

UBS Fin. Serv., Inc. MM Acct. (cash acct.) — Int/Div — Note

Franklin New Jersey Tax Free Income Fund — Interest

Bonds Belleville Twp. — Interest — Redeemed

Mt, Laurel Twp. Bonds — Interest — Redeemed

Pennsville Twp. Util. Bond — Interest — Redeemed

Delaware River Port Authority Bonds — Interest — Redeemed

Electronic Data Systems common stock — Int/Div — Sold — Corp.

Delphi Automotive common stock — Int/Div

Rutherford Bd. of Ed. Bonds — Interest

Wildwood City Bonds — Interest

Toms River Bd. of Ed. Bonds — Interest

N.J. St. Eco. Dev. Bonds — Interest

Point Pleasant MBIA Bonds — Interest

Gloucester Twp. Board of Ed. Bonds — Interest

Dover Twp. Sch. Dist. Bonds — Interest

Burlington County Bridge Commn. Bonds — Interest

Sparta Twp. MBIA Bonds — Interest

Duke Ener. Corp. Common Stock — Int/Div

Egg Harbor Township Bonds — Interest

Spectra Energy Corp. Common Stock — Int/Div

Randolph Twp. Sch. Dist. Bonds X — Interest — Buy — through Broker (U BS)

Bordentown Sch. Dist. Bonds X — Interest — Buy — through Broker (U BS)

Oakland Sch. Dist. Bonds X — Interest — Buy — through Broker (U BS)

S. Brunswick Twp. Bonds X — Interest — Buy — through Broker (U BS)

N.J. St. Eco. Dev. Bonds X — Interest — Buy — through Broker (U BS)

Agreement — See Note — State of New Jersey Judicial Retireme

Reimbursement — Fordham Law School, New York, NY — March 9. 2008 — New York City — Sit on Moot Court — Transportation, reception and dinner

Income — See Note — Pension from State of New Jersey — $39,311.15

I have the following explanations and information for the report. Paragraph II relating to agreements indicates that I have a pension from the State of

New Jersey. This is the same item listed as the pension in paragraph III relating to non-investment income. I am receiving a pension based on early retirement

under the New Jersey Judicial Retirement System Act, as | had more than 25 years of public service in New Jersey with. more than five years asa Superior Court

Judge. In view of my more than 25 years of service, I am also entitled to medical coverage for myself (SNJijJillll without charge, which includes reimbursement

for Medicare charges. This was administered by Horizon Blue Cross & Blue Shield in 2008, but I understand that the State pays the actual cost. The benefits also

include life insurance and a pension for GED if 8 survives me. The amount of the pension for

will be based on the salary of a judge of the Appellate

Division of the Superior Court as of the time of my death. While I previously believed that the life insurance also is based on the salary of a Superior Court

Appellate Division Judge at the time of my death I now realize that the insurance is based on my salary when I retired in June 1987. Both paragraph II and

paragraph III request “date.” The best date I can give is to explain that I became a Superior Court Judge on December 20, 1973, and served until I retired in June

1987 when I became a judge on the Court of Appeals. I never entered into an individual written contract for the pension but was awarded it under New Jersey law

The same is true for the medical coverage. Thus, the “agreement” has no particular date.

I have shown the value of my life insurance policies, Item VII, lines 1, 2, and 3, because there is a cash surrender value for the policies. While I

previously regarded them as not held for investment or the production of income but nevertheless voluntarily listed them, starting with the 2002 report I have

reported the policies in accordance with the then new instructions for the Financial Disclosure Report. I have taken the value codes from annual policy statements

but note that I do not have information for line 1, Washington Nat'l Ins. Co., previously Bankers Nat'l, from the company for specific cash value. I thus have

made my calculation based on my knowledge of the history of the policy. The item for Pacific Mutual at item 2 includes two policies combined. I also have

reported a Nationwide Life Ins. Co. of Am. policy at Item VII, line 4, that was not regarded as held for investment or production of income but starting with the

2002 report has been shown as it has a policy value. In 2002 it was shown as Provident Mutual but because of a name change is now Nationwide Life. I have

taken the income amounts on the insurance policies from the IRS form 1099 where applicable. Item 3 for New York Life Ins. Co. combines two forms of income

for form 1099 purposes, (1) interest and (2) other distributions from pensions, annuities, retirement or profit-sharing, IRAs and insurance contracts. If separated

each would have an income value code of A. The policies listed as items I, 2, and 3 are whole life policies but except for the small policy in item 2 I do not have

to make premium payments on them because of accumulated dividends and interest.

I show income on Item VII, line 5, from an IRA which is invested in a certificate of deposit as Distribution. In fact an IRA distribution includes sources

from the original deposits and accumulated earnings, in this case interest on a certificate of deposit which still is accruing.

I show Linwood Country Club stock at Item VII, line 6, which is not an investment property and produces no income. I probably do not have to show

the Country Club stock as it was not held for income but I am voluntarily showing it.

I have not listed as an asset the value of my interest in the New Jersey Judicial Retirement System under paragraph VII, as it was listed under paragraph

II and the income from it was listed under paragraph III.

In Item VII, line 9, I list checking and money market accounts, and certificates of deposit with the Bank of America. I have aggregated the information

for that bank for the various accounts,

I list the New Jersey Economic Development Authority twice as an investment, once as paragraph VII, item 21, and once as paragraph VII, item 34,

because the two listings are for different bond issues I purchased at different times.

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.

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Morton Ira Greenberg | Frix