Joseph E. Irenas – 2008
Number of Pages:8
Date Created:October 21, 2009
Date Uploaded to the Library:November 03, 2014
Autogenerated text from PDF
Irenas_Joseph_E -;;;: IV. REIMBURSEMENTS --transportation, lodging, food, entertainment. (Includes those spouse and dependent children. See pp. 25-27 Instructions.) NONE SOURCE (No such reportable reimbursements.) DESCRIPTION GIFTS. (Includes those spouse and dependent children. See pp. 28-31 Instructions.) SOURCE DESCRIPTION VALUE NONE (No such reportable gifts.) VI. LIABILITIES. (Includes those spouse and dependent children See pp. 32-33 Instructions.) CREDITOR DESCRIPTION VALUE CODE* NONE (No reportable liabilities.) K=$15,001-$50,000 --0=$500,001-$1,000,000 P3=$25,000,001-50,000,000 *Value Codes: 1=$15,000 less L=$50,001-$100,000 M=$ 00,001-$250,000 N=$250,00l-$500,000 P1=$1,000,001-$5,000,000 P4=$50,000,001 more P2=$5,000,001-$25,000,000 VII. Page INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children. See pp. 34-60 ofInstructions.) VII. Page INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children. See pp. 34-60 ofInstructions.) VII. Page INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children. See pp. 34-60 Instructions.) VIII. ADDITIONAL INFORMATION EXPLANATIONS (Indicate part Report.) IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are VIII. ADDITIONAL INFORMATION EXPLANATIONS (lndicate partofReport.) (Items through 27) McCarter English maintained KEOGH Retirement Plan for all partners the firm. When withdrew from the firm, interest the plan was segregated into separate account that managed sole discretion distinctly apart from the firms general retirement plan. Effective January 1996, all participants the plan were required invest their accounts one ten mutual funds offered Fidelity Investments, Boston, Massachusetts. Each fund participant was permitted switch back and forth between any these funds, but could not otherwise choose other investments. with all mutual funds, actual investments are controlled fund managers. Effective May 2002, withdrew from the McCarter English plan and rolled over entire account into individual IRA where was permitted choose investments other than Fidelity funds. However, made change the particular Fidelity funds which have been invested, although 2008 did transfer Money Market funds into two specific investment selected (Nos. and Part VII, have listed values for the IRA whole and below that have listed the specific funds assets which invested. doing that pursuant the instructions given correspondence from the Committee dated August 2002. Item No. represents the value for the entire IRA. Items 21-27 represent component parts the IRA. gather not required complete Columns and for the individual component parts which are mutual funds where not control the investments. However, have provided individual information for Nos. and 27, even though these amounts are also included the entire IRA total No. 20. (Item 10) Issuer called one seven bonds. Sections and show value and income codes for the six remaining bonds. Section reflects codes for the one bond redeemed. (Item 30) Before became Judge, had created life insurance trust which transferred four policies, three issued Mass will beneficiaries the trust when Mutual and one Northwestern Mutual. Depending circumstances, die. The Trustee individual attorney. have been paying the premiums the Trustee, but since are the beneficial owners the trust, these payments the Trustee for premiums are treated gifts the beneficial owners. All four policies are whole life policies which have cash values. The value code Column B(l) reflects all dividends received the Trustee whether not paid out cash used reduce premiums. The value code Column reflects the combined cash value the four policies the trust. Dividends not used reduce premiums are paid the Trustee beneficial owner the trust. prior years, policy loans were made some policies pay portion the premiums. Dividends have also been used pay interest policy loans.