Morton Ira Greenberg

2007

Ask Donna

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

  • 28

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Off From Duke Energy
  • 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. New York Life Ins. Co. — Interest — Note

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

IRA with Bank of America (CD) — Distribution — Note

Linwood Country Club — None

General Motors Corp — Int/Div

Edison International common stock — Int/Div

Bank of America - Accounts — Interest

Money Market account with UBS Financial Services. Inc. — Int/Div — Note

Franklin New Jersey Tax Free Income Fund — Interest

Bonds Belleville Twp — Interest — Note

Mt. Laurel Twp. Bonds — Interest

Pennsville Twp. Util. Bond — Interest

Delaware River Port Authority Bonds — Interest

Electronic Data Systems — Int/Div

Delphi Automotive — Int/Div

Rutherford Bd. of Ed — Interest

Wildwood City — Interest

Toms River Bd. of Ed. — Interest

N.J. St. Eco. Dev. — Interest

Point Pleasant MBIA — Interest

Gloucester Twp. Board of Ed. — Interest

Dover Twp. Sch. Dist — Interest

Burlington County Bridge Commn — Interest

Sparta Twp. MBIA — Interest

Duke Energy Corporation — Int/Div

Egg Harbor Township — Interest

Spectra Energy Corp X — Int/Div — Off — Off From Duke Energy

Agreement — 3 — ~ 7 oo Nee? re — State of New Jersey Judicial Retirement System (1987) ! ie)

Reimbursement — Fordham Law School New York, NY — New York City

Income — Pension from State of New Jersey — $38,594.43

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 I had more than 25 years of public service in

New Jersey with more than five years as a judge. In view of my more

than 25 years of service, I am also entitled to medical coverage for

myself aio charge, which includes reimbursement for

Medicare charges. This was handled through Horizon Blue Cross &

Blue Shield in 2007, but I understand that the State pays the actual cost.

The benefits also include life insurance and a pension for §

The

amounts of the insurance and the pension will be based on the salary of

a judge of the Appellate Division of the Superior Court as of the time of

my death.

I have shown the value of my life Sosaras 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

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 line 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 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.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.