Andrew T. Baxter
2017Annual
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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.