Morton Ira Greenberg
2007
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Pull out the substance of this filing.
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.