Joseph Eron Irenas

A. (Items 20 through 27) McCarter & English maintained a KEOGH Retirement Plan for all partners in the firm. When [ withdrew

from the firm in 1992, 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, alt 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, |

made no change in the particular Fidelity funds in which I have been invested, although in 2008 1 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. | am doing that pursuant to the instructions given in correspondence

from the Conunittee dated August 6, 2002.

Item No. 20 represents the value for the entire IRA. Items 21-27 represent component

parts of the IRA. 1 gather it is not required to complete Columns B and C for the individual component parts which arc mutual funds

where { 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 in 2008. The six remaining bonds were redeemed in 2009.

C. (Item 30) Before | became a Judge, | had created a life insurance trust to which I transferred four policies, three issued by Mass

will be beneficiaries of the trust when |

Mutual and one by Northwestern Mutual. Depending on circumstances,

oo

die. The Trustee is an individual attorney. 1 have been paying the premiums to the Trustee, but since

n

2

are 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

7

as beneficial owner of the trust.

four policies in the trust. Dividends not used to reduce premiums are paid by the Trustee to

In prior years, policy loans were made on some policies to pay a portion of the premiums. Dividends have also been used to pay