Andrew T. Baxter

2016Annual

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What was filed

  • 27

    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

First Niagara/Key Bank (Accounts) — Interest — Closed

Chase (Accounts) — Interest — Open

ally (Account) — Interest

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

Interest Accumulation Portfolio (Bloomberg Barclays Index Fund) — Interest

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

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

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

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

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

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

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

1/4 terest 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 #1: Keybank National Association acquired or merged with First Niagara at some point in 2016.

Asset #7: First Citizen changed its name from National Bank to Community Bank at some point prior to 2016,

Asset #8: Trust #2 is a trust created by 4 family member other than the reporting person, his spouse, or any dependent child und 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 tax

exempt interest,

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, a

relative,

Assets #4 20-26: 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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