Andrew T. Baxter

2017Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 30

    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

Chase (Accounts) — Interest

ally (Account) — Interest

H) NY's 529 College Savings Program (Accounts)

Interest Accumulation Portfolio {Bloomberg Barclays Index Fund) — Buy (add'l)

Interest Accumulation Portfolio (Bloomberg Barclays Index Fund) — Interest — Sold (part)

MH) Trust 21

First Citizens Community 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 gus lease) — Rovalty

Real Estate Right of Way, Potter Cty., PA — None

HYUBS IRA #1 — Closed

Fidelity Advisor Equity Growth Fund. Class A — Int/Div — Sold

Fidelity Advisor Value Strategies Fund, Class A — None — Sold

Fidelity Advisor Growth Opportunities Fund, Class C — None — Sold

Fidelity Advisor Small Cap Fund, Class A — None — Sold

Oppenheimer Global Opportunities Fund, Class A — None — Sold

UBS Global Allocation Fund, Class A — None — Sold

UBS Banks USA Dep. Acct — Open

UBS Bank USA Dep. Acct — Sold (part)

UBS Bank USA Dep. Acct — Interest — Closed

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

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

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

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

1/4 interest im Ameritas Life Ins. Co. whole life policy #5 — Int/Div

1/4 interest m Ameritas Life Ins. Co. whole life policy #6 — Int/Div

1/4 mterest 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

Asset #4 3-5: Additional contribution made to college savings plan, then withdrawal paid towards graduate school tuition for non-depenent child. Interest income

for asset is shown only on line 5,

Asset # 8 Trust # 2 is a trust created by & 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, except that the income was interest

that was exempt from income taxation in Pennsylvania.

Asset # 11: Income consists of royalty on gas storage lease from National Fuel Gas Supply Corp.

Asset # 12: 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, i

relative.

Assets ## 20-22: There were multiple transactions involving this asset/account, Interest income for this asset/account is shown only on line 22,

Assets #4 23-20: 100% cash value and dividends reported, although judge owns 1/4 interest in policies (on the life of relatives).

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Andrew T. Baxter | Frix