Morton Ira Greenberg

2011

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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

  • 9

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Bank of America
  • Pension from State of New Jersey

As filed

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 — Interest

Bordentown Sch. Dist. Bonds — Interest

Oakland Sch. Dist. Bonds — Interest

S. Brunswick Twp. Bonds — Interest

N.J. St. Eco. Dev. Bonds — Interest

Agreement — Sce Note — State of New Jersey Judicial Retirement System (1987)

Liability — Bank of America — Unsecured line of credit

Income — See Note — Pension from State of New Jersey — $41,082.61

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 111 relating to non-investment income. [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 as a Superior Court Judge. Inview

of my more than 25 years of service, | am also entitled to medical coverage formyselfand:

* without charge, which includes reimbursement for Medicare

charges. This was administered by Horizon Blue Cross & Blue Shield in 2011, except that the administrator of the prescription drug portion of the coverage in

2011 was Medco Health Solution Inc. of Lexington, Ky. I understand that the State pays the actual cost for the coverage. The benefits also include life insurance

and a pension for,

if

‘ 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 t

nsurance 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 I11 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 I, 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 I, Washington Nat’I 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 policiescombined. 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 Linwood Country Club stock at Item VII, line 5, which is not an investment property and produces no income. | probably do not have to show the Country

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

I havenot 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 111

Inltem VII, line 7, 1 list checking and money market accounts, and certificates of deposit with the Bank of America. | have aggregated the information for

that bank for the various accounts

I list the New Jersey Economic Development Authority Bonds twice as an investment, once as paragraph V1I, item 13, and once as paragraph VII, item 26

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