Morton Ira Greenberg

Life Ins. Washington Nat'l Ins. Co. (whole life) — Interest

Life Ins. Pacific Life Ins. Co. (whole life) — Interest

Life Ins. New York Life Ins. Co. (whole life) — Interest

Life Ins. Nationwide Life Ins. Co. of Am. (whole life) — Int/Div

Edison International common stock — Int/Div

Bank of America - Accounts — Interest

UBS Fin. Serv. Inc. MM Acct. (cash acct.) — Int/Div

Franklin New Jersey Tax Free Income Fund — Interest

Duke Ener. Corp. Common Stock — Int/Div

Kingsway Sch. Dist. Bonds — Interest

Bridgewater & Raritan Sch. Dist. Bonds — Interest

Princeton Twp — Interest — Redeemed — issuer

Bergen County Utility — Interest

Union County Bonds — Interest

Jefferson Twp. — Interest

Ocean City Bonds — Interest

Enbridge, Inc — Int/Div

Agreement — 106/17/1987 — State of N. J. Judicial Retirement System (1987). On the first of each month receive a pension pymt. Med. pymts. are made as med. expenses are incurred.

Income — 2018 — Pension from State of New Jersey — S41.179.44

| have the followmg explanations and mformation for the report. Paragraph II relating to agreements indicates that | 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 wi

ith more than five years as a Superior Court Judge. In view

of my more than 25 years of service, Tam also entitled to medical coverage for myself and my wife without charge, which includes reimbursement for Medicare

charges. My medical insurance becaame Horizon Medicare Advantage on January 1, 2017 and on January 1, 2019, it was changed to Aetna Medicare Advantage.

1 also have prescription drug coverage from the State of New Jersey

for my wife and me without charge that is administered by an outside administrator. | understand that the State pays the actual cost for the prescription drug

coverage. The benefits from the State also include life insurance and a pension for my wife if she survives me. The amount of the pension for my wife will be

based on the salary

of 4 judge of the Appellate Division of the Superior Court us of the time of my death. While I previously believed that the life insurunce also is based on the salary

of a Superior Court Appellate Division Judge at the time of my death | now realize that the insurance 1s based on my salary when | retired in June 1987. Both

paragraph 11 and paragraph 111 request “date.” The best date | can give is to explain that | became a Superior Court Judge on December 20, 1973, and served until

1 retired in June 1987 when 1 became a judge on the Court of Appeals. | 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 “sgreement™ has no particular date. 1 have shown the value of my life insurance policies,

Item VII, lines |, 2, and 3, because there is 4 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 | have reported the policies in accordance with the then new instructions for the

Financial Disclosure Report. | have taken the value codes from annual policy statements but note that | do not have information for line |, Washington Nat'l Ins.

Co, previously Bankers Nat'l, from the company for specific cash value. | 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 policies combined. 1 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 nume change is now Nationwide Life. | have taken the income amounts on the msurance 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 1, 2,

and 3 are whole life policies but except for the small policy in item 2 1 do not have to make premium payments on them because of accumulated dividends and

interest. | hud no transactions during 2018 other than 4 bond redemption that is listed in the schedules to purt VII. There were no transactions on the insurance

policies during 2018. The mcome on the policies was accumulated by the companies. | have not listed as un asset the value of my interest in the New Jersey

Judicial Retirement System under paragraph VII, as it was listed under paragraph 11 and paragraph 111 and the income from it was listed under paragraph HL In

Item VII, Tine 6, 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. During 2018 1 received cash long term care benefits from Continental Casualty Company on my long term care insurance policy but |

have not reported the payments as 1 was advised on my inquiry that they are not reportable.