Morton I Greenberg Financial Disclosure Report for 2006
Number of Pages:9
Date Created:September 14, 2007
Date Uploaded to the Library:November 13, 2013
Autogenerated text from PDF
Government Act 1978 Rev. 112007 FOR CALENDAR YEAR 2006 U.S.C. app. 101-l Person Reporting Oast name, first, middle initial) Greenberg, Morton Court Organization Circuit Court, Third Circuit Date Report 03/19/2007 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) Senior U.S. Circuit Judge Sa. Report Type (check appropriate type) Nomination, Date Initial Annual Final Reporting Period 01/01/2006 12/31/2006 Sb. Amended Report Chambers Office Address 219 United States Courthouse 402 East State Street Trenton, New Jersey 08608 the basis the information contained this Report and any modifications pertaining thereto, is, oplnion, compliance with applicable laws and regulations. Reviewing Officer Date IMPORT ANT NOTES: The instructions accompanying this form m11st followed. Complete all parts, checking the NONE box for each part where yo11 have reportable information. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 instructions.) [K) NONE (No reportable positions.) NAME ORGANIZATION/ENTITY II. AGREEMENTS. (Reporting individual only; see.pp. 14-16 instructions.) NONE (No reportable agreements.) PARTIES AND TERMS State New Jersey Judicial Retirement System (1987) Greenberg, Morton 03/19/2007 Ill. NON-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouse's) Pension from State New Jersey 37,600.69 SOURCE AND TYPE (Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) !} IV. REIMBURSEMENTS -transportation, lodging, food, entertainment (Includes those spouse and dependent children. See pp. 25-27 instructions.) !} NONE (No reportable reimbursements.) SOURCE DESCRIPTION 03/19/2007 Greenberg, Morton GIFTS. (lnc/udi!S those spouse and dependent children. See pp. 28-31 instructions.) IB'J NONE (No reportable gifts.) VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-33 instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE Date Report Greenberg, Morton 03/19/2007 VII. INVESTMENTS and -income, value, transactions (Includes rhose the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during Gross value end Transactions during reporting period reporting period reporting period (l) (2) (l) (2) (I) (2) (3) (4) (5) Amount Type (e.g. Value Value Type (e.g. Date Value Gain Identity Code div., rent, Code Method buy, sell, Month- Code Code buyer/seller (A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private (Q-W) transaction) Pennsville Twp. Util. Bond Interest 16. Manasquan Bd. Ed. Bonds Interest redeemed l/l Issuing Agency 17. Delaware River Port Authority Bonds Interest Income Gain Codes: ,000 less =SJ ,00 -$2,500 =$2,50 -$5,000 =$5,00 5,000 =$15,00 -$50,000 (See Columns and D4) =$50,001 -$! 00,000 =$!00,00! -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00 -$100,000 =$!00,001 -$250,000 (See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 $25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market (See Co.lumn C2) =Appraisal V=Other =Assessment =Book Value =Estimated Date Report Greenberg, Morton 03/19/2007 VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets Income during Gross value end (including trust assets) reporting period reporting period (2) (2) Place "(X)" after each asset (I) (I) Amount Type (e.g. Value Value Code Code Method (A-H) exempt from prior disclosure div., ren int.) Code (Q-W) (J-P) Income Gain Codes: =$1,000 less =$1,00! $2,500 =S2,50! $5,000 =$5,00 S15,000 =$15,00 $50,000 (See Columns and D4) =$50,00 00,000 =$100,001 ,000,000 =$1,000,001 $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 $50,000 =$50,00 00,000 =$100,00 $250,000 (See Columns and D3) =$250,00 $500,000 =$500,00 $1,000,000 =$1,000,001-$5,000,000 =$5,000,00 $25,000,000 =$25,000,001 S50,000,000 =More than $50,000,000 (See Column C2) =Other Value Method Codes =Cost (Real Estate Only) =Cash Market =Appraisal =Assessment =Book Value =Estimated Greenberg, Morton 03/19/2007 VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicateparto/Report.) Date Report Greenberg, Morton 03119/2007 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 compliance with the provisions V.S.C. app. 501 et, seq., U.S.C. 7353, and Judicial Conference regulations. FILING INSTRUCTIONS Mail signed original and additional copies to: Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544 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 udge. view more without charge, which includes reimbursement for Medicare charges. This was handled through Horizon Blue Cross Blue Shield 2006, but understand that the State pays the actual cost. The benefits also include life insurance and pension for -The amounts the insurance and the pension will based the salary udge the Appellate Division the Superior Court the time death. With respect Item Liabilities one point during 2006 owed more than $10,000 American Express Card but understand that this not reportable the amount owed did not exceed $10,000 the end the year. show income Item VII, line from IRA which invested certificate deposit Distribution. fact IRA distribution includes sources from the original deposits and accumulated earnings, this case interest certificate deposit which still accrumg. 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 list Cinenergy Corp. and Item VII, line 31, list Duke Energy Corporation. What happened was that Cinenergy merged into Duke. Item VII, line 10, list checking and money market accounts, and certificates deposit with the Bank America. have aggregated the information for that bank for the various accounts. Item VII, line 23, list Toms River Board Education bonds. There was change this item from last year but note that last year valued correct now and would have been then. Item VII, line 11, the money market account previously with UBS Paine Webber now with UBS Financial Services, Inc. the same account. There must have been name change.