Andrew T. Baxter
2015Annual
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What was filed
24
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Trust £1
- Princeton Alumni Association of Central New York
- Manlius (NY) Library--consulting income
As filed
First Niagara (Accounts) — Interest
ally (Account) — Interest
H) Trust 21
First Citizens National Bank (Dep. Acct.) — Interest
Trust #2 — Interest
Real Estate Parcel #1, Potter Cty., PA — None
Real Estate Parcel #2, Potter Cty, PA — None
Real Estate Parcel £3, Potter Cty., PA (wi gas lease) — Rovalty
Real Estate Right of Way, Potter Cty, PA — None
H)UBS IRA #1
Fidelity Advisor Equity Growth Fund. Class A — Int/Div
Fidelity Advisor Value Strategies Fund, Class A — Int/Div
Fidelity Advisor Growth Opportunities Fund, Class C — Int/Div
Fidelity Advisor Small Cap Fund, Class A — Int/Div
Oppenheimer Global Opportunities Fund, Class A — Int/Div
UBS Global Allocation Fund, Class A — Int/Div — Sold (part)
1/4 interest in Ameritas Life Ins. Co. whole life policy #1 — Int/Div
1/4 mterest m Ameritas Life Ins. Co. whole life policy #2 — Int/Div
1/4 interest in Ameritas Life Ins. Co. whole life policy #3 — Int/Div
1/4 interest m Ameritas Life Ins. Co. whole life policy #4 — Int/Div
1/4 mterest in Ameritas Life Ins. Co. whole life policy #5 — Int/Div
1/4 mterest m Ameritas Life Ins. Co. whole life policy #6 — Int/Div
1/4 interest in MONY Life Ins. Co. (AXA) whole life policy — Int/Div
Real Estate Parcel #4, Potter County, PA — None
Co-Trustee (1 of 4), Trust £1
Vice President, Princeton Alumni Association of Central New York
Spouse's income — 2015 — Manlius (NY) Library--consulting income
Asset #5: Trust #2 is a trust created by a family member other than the reporting person, his spouse, or any dependent child and neither the reporting person, his
spouse, nor any dependent child have knowldedge of the holdings or source of income of Trust #2 which was paid to Trust #1.
Asset # 8 Income consists of royalty on gas storage lease from National Fuel Gas Supply Corp.
Asset #9: The value of the right of way relating to other parcels in Potter County, PA was purchased, on 8/16/2004, for $2,500 by the donor to the trust, a relative
Assets ## 17-23: 100% cash value and dividends reported, although judge owns 1/4 interest in policies (on the life of a relative).
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.