Morton I Greenberg Financial Disclosure Report for 2005
Number of Pages:8
Date Created:August 1, 2006
Date Uploaded to the Library:November 13, 2013
Autogenerated text from PDF
Government Act 1978, Rev. 1/2006 U.S.C. app. IOI-I I/) FOR CALENDAR YEAR 2005 Person Reporting (Last name, first, middle initial) Greenberg, Morton Court Organization U.S. Court Appeals for the Third Circuit Date Report 3/15/06 Title U.S. (Article Ill judges indicate active senior status; magistrate judges indicate full-or part-lime) Circuit Judge, Senior Status Sa. Report Type (check appropriate type) _Nomination, Date Initial Annual Final Reporting Period 1/1/05 12/31/05 Sb. Amended Report Chambers Office Address the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable Jaws and regulations. Reviewing Officer Date :>;;:. . >'.! >. POSITIONS. (Reporting individual only; see pp. 9-13 Instructions.) POSITION NAME ORGANIZATION/ENTITY NONE (No reportable positions.) .,._, _;g__' ::;o ,,, c:: ).> ;oz C>).> II. AGREEMENTS. (Reporting individual only; see pp. 14-16 Instructions.) -n:-rn DATE PARTIES AND TERMS .., l.N .-1 NONE (No reportable agreements.) receive pension from the State New Jersey under the Judicial Retirement System Act service New and retirement 1987 III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 Instructions.) DATE SOURCE AND TYPE INCOME Filer's Non-Investment Income NONE (No reportable non-investment income.) Spouse's Non-Investment Income -If you were married during any portion the reporting year, please complete this section. (dollar amount not required except for honoraria) NONE (No reportable non-investment income.) Name Person Reporting Greenberg, Morton 3/15/06 IV. REIMBURSEMENTS --transportation, lodging, food, entertainment. (Includes those spouse and dependent children. See pp. 25-27 Instructions.) SOURCE DESCRIPTION NONE (No such reportable reimbursements.) Date Report Name Person Reporting 3/15/06 Greenberg, Morton VII. Page INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children. See pp. 34-60 Instructions.) NONE (No reportable income assets, transactions. Life Ins. Washington Nat'l Ins. Co. Life Ins. Pacific Mutual Life Ins. Co. Life Ins. New York Life Ins. Co; Life Ins. Nationwide Life In,s. Am. IRA with.Bank America. (CD) Linwood Country Club Cinergy Corp. General Motors Corp. Edison International common stock 10Money Market and checking accounts and certificates deposit with Bank America, Lawrenceville and Princeton, N.J. llMoney Market accouht with UBS PaineWebber None Int. Int. Int. Diy. Distr. None Div. Div. Div. Int. Div. See Note See Note See Note See Note See Note New J.ersey Tax Free Income Fund 13Bnds Belleville Twp. Int. Int. Twp. Bonds Int. Twp. Util. Greenberg, Morton 3/15/06 VII. Pag INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children. See pp'. 34-60 Instructions.) NO (No reportable income, assets, transactions) N.J. Ed. Fae. :Bonds Manasquan Bd. Ed. Bonds 18Delaware River Port Autho:i;it Bonds Electronic Data Systms Delphi Automotive 2lsovereign Bank Account. 22N.J State Transit Cor Bonds 23Rutherford Bd. Ed. Wildwood City Toms River Bd.. Ed. N.J. ,St. Eco. Dev. Point Pleasant MBIA Twp. Board Ed. Dover Twp. Sch. Dist. Burlington County Bridge Commn. 31N.J. St. Transit 32N.J. Transit Tr. 7/1 redeemed Int. Int. Int. Piv. J l)iv. account Int. closed 6/24 Int. Int. Int. Int. Int Int. Int. Int. Int. redeemed 8/15 Int. partial 10/1redem Int. Issuin Agency closed with Barik Issuing Agency Issuin ency Greenberg, Morton 3/15/06 VII. Page INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children See pp. 34-60 Instructions.) NONE (No reportable income, assets, transactions) Bought through Sparta Twp. MBIA Int. Buy 7/6 Broker Greenberg, Morton VIII. ADDITIONAL INFORMATION EXPLANATION have the following explanations and information for the report. Paragraph relating agreements indicates that have pension from the State New Jersey. This the same item listed the pension paragraph III relating non-investment income. receiving pension based early retirement under the New Jersey Judicial Retirement System Act, had more than years public service New Jersey with more than five years judge. view more than years service, also entitled medical coverage for myself and wife without charge, which includes reimbursement for Medicare charges. This was handled through Horizon Blue Cross Blue Shield 2005, but understand that the State pays the actual cost. The benefits also include life insurance and pension for wife. The amounts the insurance and the pension will based the salary judge the Appellate Division the Superior Court the time death. but starting with the 2002 report has been shown has policy value. 2002 was shown Provident Mutual but because name change now Nationwide Life. have taken the income amounts from the IRS form 1099 where applicable. show income line from IRA which invested certificate deposit Distr. fact IRA distribution includes sources from the original deposits and accumulated earnings, this case interest certificate deposit which still accruing. Previously this item was shown with Fleet Bank but now with Bank America because merger the banks with Bank America left. This change also applies the accounts listed line 10. show Linwood Country Club stock Item VII, line which not investment property and produces income. probably not have show the Country Club stock was not held for income but voluntarily showing it. have not listed asset the value interest the New Jersey Judicial Retirement System under paragraph VII, was listed under paragraph and the income from was listed under paragraph III. Item VII, line I0, list checking and money market accounts, and certificates deposit with the Bank America. have aggregated the information for that bank for the various accounts. IX. CERTIFICATION. certify that all infonnation given above (including infonnation pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any infonnation 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 compliance with the provisions U.S.C. app. 501 et. seq., U.S.C. 7353 and Judicial Conference regulations.