Scott Milne Matheson jr
2011Annual
Ask Donna
Pull out the substance of this filing.
What was filed
17
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
0
spouse income
Named parties
- University of Utah 8.J. Quinney College of Law
- University of Utah - Gross Income (for pay period betore entry on duty as judge)
- Harvard University - Book Royalty
As filed
U.S. Savings Bonds (face value) — None
Johnson & Johnson Common — Int/Div
University Federal Credit Union - Money Fund and Checking — Interest
IRA - at Merrill Lynch — Int/Div
Invesco Constellation (formerly AIM Constellation)
Easton Vance Strategic
Blackrock Capital (formerly Blackrock Fundamental)
Blackrock Basic
Pumam Equity Income
AllianceBemstein Growth
IRA - University Federal Credit Union — Interest
Utah State Retirement 401(k) — None
TIAACREF Deferred Retirement Plans — None
Equitable Variable Life Insurance £1 — None
Equitable Variable Life Insurance #2 — None
TIAA-CREF Savings and Investment Plan x) — Distribution
TIAA-CREF Annuity (2 contracts) (x) — istrnibution
Professor/Lecturer (final arrangements pending), University of Utah 8.J. Quinney College of Law
Income — 172011 — University of Utah - Gross Income (for pay period betore entry on duty as judge) — $6,180.56
Income — 3/82011 — Harvard University - Book Royalty — S413.63
Part 1. - The University of Utah S.J. Quinney College of Law has asked me to teach as schedules permit. Although final arrangements have not been completed, |
have listed this in Part I, because they probably will be.
Part 11. - My Nomination FDR listed in Part 11. a 2007 book contract with Harvard Press for my book that was published in 2009, 1 have received royalties for
book sales. The AO has advised that 1 do need to continue to list this matter in Part 11. A royalty payment is listed in Part 111-A,
Part 111-A. - The gross income listed from the University of Utih was for the lust pay period | worked there before 1 entered on duty as a judge.
Part VIL.
1. My Nomination FDR listed Prodential Financial, Inc. Common in Part VIL It is not listed on this report because | sold it in November 2010 before | entered on
Sp as a judge.
both died in August 2011. As a survivor beneficiary,
received & portion of
retirement account with TIAA-CREF,
which is called a Suvings and Investment Plan and is listed on line 16.
also received a portion of his TIAA-CREF annuity (two contracts), which is listed
on line 17. In addition to the distribution from the annuity noted in VILB.(2),
also recerved $5.33 in interest. The gross value for the annuity in VILC.(1)} 1s
based on a commuted value calculated by TIAA-CREF.
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.