# Scott Milne Matheson jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9737

## Record

- **Judge:** Scott Milne Matheson jr
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 6

## Text

University Federal Credit Union - Money Fund and Checking — Interest
Johnson & Johnson Common — Int/Div
TIAA-CREF Deferred Retirement Plans
CREF Stock R3 Fund — None
CREF Bond Market Fund — None
CREF Global Equities Fund — None
CREF Social Choice Fund — None
AXA Equitable Flex. Prem. Vanable 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
TIAA-CREF Annuity (2 contracts) - TIAA Traditional — Distribution — Distnbuted
Professor/Lecturer (potential - see Part VIII), University of Utah 8.J. Quinney College of Law
Part 1. - The University of Utah S.J. Quinney College of Law has asked me to teach as schedules permit. Although | have held off on teaching since joming the

bench, I have continued to list this item in Part |. because because | may do so at some point,

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 us 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.

Part VII. = My spouse's parents both died in August 2011. As a survivor beneficiary, my spouse received a portion of her father’s retirement account with TIAA-

CREF, which is called a Savings and Investment Plan and is listed on line 12. She also received a portion of his TIAA-CREF annuity (two contracts), which is

listed on line 14. The annuity on line 13 expired in 2017 and will not be listed next year. The distributions for lines 12 and 13 were income paid to my spouse.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9737. Public record. Not legal advice.