Joseph Eron Irenas

Wachovia (now Wells Fargo) Bank IRA TT 7. Smith Bamey Money Market 8. Rhodia lnc. IH I Th — Interest

SensividaMed. Tech ©. fig 10. Amgen{ H I 11. Bank of America 7% subordinated bond — Interest

Bank of America 6.9% subordinated bond — Interest — Buy

Oppenheimer NJ Muni FUnd Class A — Interest

Bank of America Invest. Serv. Money Market — Int/Div

NJ EDA State Lease Ref. 03/15/2022 — Interest

Middletown Twp. NJ Bd. Ed. T/O Dated02/15/01: Due 08/01/27 — Interest — Redeemed

Fidelity IRA;; See Comment A — Int/Div

A. (Items 17 through 24) McCarter & English maintained a KEOGH Retiremenet Plan for all partners of the firm. When I withdrew from the firm in 1992, my

nterest 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, all participants in the plan were required to invest their accounts on 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, though from time to time I did tranfer Money Market funds into specific investments selected by me. 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. I am doing that pursuant to the

instructions given in correpondence from the Committee dated Alugust 6, 2002. Item No. 17 represents the value for the entire IRA. Items 18-24 represent

component parts of the IRA. I gather it is not required to complete Columns B and C for the individual component parts which are mutual funds where I do not

control the investments. However, | have provided individual information for Nos. 23 and 2 4, even though these amounts are also included in the entire IRA total

in item No. 17

B. (Item 24). Item 24 was acquired on 01/13/09 but inadvertently omitted from my 2009 Report. However, this item was included in the total IRA value in item 20

of the 2009 Report

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C. (Item 26) Before I became a Judge, I had created a life insurance trust to which I transferred four policies, Depending on circumstances,

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will be the baeneficiaries of the trust when I die. The Trustee is an individual attorney. 1 have been paying the premiums to the Trustee, but since?

SIR

are the beneficial owners of the trust, these payments to the Trustee for premiums are treated a gifts to the beneficial owners. All four policies are “ii TW

tise

‘life policies whic 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. Thos value code in Column C(1) reflects the combined cash value of the four policies in the Trust. Dividends not used to reduce premiums are paid by

the Trustee tof!

as beneficial owner of the trust. In prior years, policy loans were made on some policies to pay a portion of the premiums. Dividends have

also been used T to pay ‘interest on policy loans.

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