Scott Milne Matheson jr
2019
Ask Donna
Pull out the substance of this filing.
What was filed
12
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- University of Utah S. . Quinney College of Law
As filed
University Federal Credit Union - Money Fund and Checking — Interest
ohnson & “ohnson Common — Int/Div
TIAA-CREF Deferred Retirement Plans
CREF Stock R3 Fund — None
CREF Bond Market R3 Fund — None
CREF Global Equities R3 Fund — None
CREF Social Choice R3 Fund — None
AXA Equitable Flex. Prem. Variable Life Ins. Incentive Life #1
EQ Common Stock Index Fund — None
AXA Equitable Flex. Prem. Variable Life Ins. Incentive Life #2
EQ Common Stock Index fund — None
TIAA-CREF Savings and Investment Plan TIAA Traditional — Distribution
Professor/Lecturer (potential - see Part VIII), University of Utah S. . Quinney College of Law
Part I. - The University of Utah S.J. Quinney College of Law has asked me to teach as schedules permit. Although I have held off on teaching since joining the
bench, I have continued to list this item in Part I. because I may do so at some point.
Part IV. - I received reimbursement for travel and was provided meals to serve as a judge for the Stanford Law School Kirkwood Moot Court Competition Final,
Feb. 7-9, 2019. I incurred no reimbursable expenses for lodging because I stayed with relatives. The total was less than the threshold reporting amount ($390), but
Iam listing it here.
Part VII, Line 3 - The statements received from TIAA-CREF for these deferred retirement plans (lines 4-7) report overall gain/loss in value but not the type or
amount of any income. Same as to lines 8-11.
Part VII, Line 4 - This asset is in the University of Utah Defined Contribution Retirement Plan, University of Utah Tax-Deferred Annuity Plan, and the Harvard
University Tax-Deferred Annuity Plan.
Part VII, Lines 5-7 - These assets are in the University of Utah Deferred Compensation Plan.
retirement account with TIAA-
Part VII. - My
both died in August 2011. As a survivor beneficiary, my
received a portion of her
CREF, which is called a Savings and Investment Plan and is listed on line 12. The distribution for line 12 was income paid to my
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