Andrew T. Baxter

2012Annual

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What was filed

  • 24

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Trust £1
  • Princeton Alumni Association of Central New York

As filed

HSBC (Accounts) — Interest — Closed

First Niagara (Accounts) — Interest — Open

Capital One (Account) — Interest — Open

H) Trust 21

First Citizens National Bank (Dep. Acct.) — 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 — None

Fidelity Advisor Value Strategies Fund, Class A — Int/Div

Fidelity Advisor Growth Opportunities Fund, Class C — None

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

1/4 interest in Acacia Life Ins. Co. whole life policy #1 — Int/Div

1/4 mterest m Acacia Life Ins. Co. whole life policy #2 — Int/Div

1/4 interest in Acacia Life Ins. Co. whole life policy #3 — Int/Div

1/4 interest m Acacia Life Ins. Co. whole life policy #4 — Int/Div

1/4 mterest in Acacia Life lus, Co. whole life policy #5 — Int/Div

1/4 mterest m Acacia 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

Assets #1-2: HSBC sold local branches to First Niagara and accounts at HSBC were transferred to First Niagara.

Asset # 8: Income includes royalty on gas storage lease (Income Code A - from National Fuel Gas Supply Corp.) and capital gains froms sale of timber {Income

Code F-from Patterson Lumber Co, Ing. ).

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.

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