Alice Moore Batchelder

2012Annual

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Pull out the substance of this filing.

What was filed

  • 62

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 10

    debts

  • 3

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • Batchelder, Jr Estate
  • National Conference of Bar Examiners -- Const’l Law Drafting Committee
  • Intellectual Property Law & Technology Advisory Council of the University of Akron School of Law
  • Cleveland Chapter Bd. Of Advisors -- Federalist Society
  • Board of Trustees -- Grove City College -- see note S
  • Board of Directors -- Foundation for Research on Economics and the Environment
  • Old Phoenix Nat'l Bank
  • OW Phoenix Nat'l Bank
  • First Nat'l Bank of Wyoming
  • Farmers Savings Bank
  • Farmers Savings Bank -- see note 7
  • Alhance Defense fund
  • National Conference of Bar Examiners
  • National Conterence of Bar Examiners -- see note 6
  • National Conference of Bar Examiners « see note 6
  • Ohio House of Representatives -- salary

As filed

2. Brokerage Account # 1 - IRA account see note 2 — Int/Div — none

IRA asset: Wells Fargo Bank Deposit Sweep Account

IRA asset: ISHARES TR 1-3 yr Treas Index Fd

IRA asset: ISHARES S&P Midcap 400) Value Index Fund

IRA asset: ISHARES S&P Midcap 400 Growth Index Fund

IRA asset: ISHARES TRUST MSCI EAFE Index Fund

IRA asset: ISHARES IBOXX Investment Grade Corp Bond Fund

IRA asset: ISHARES S&P 500 Value Index Fund

IRA asset: ISHARES S&P 500 Growth Index Fund

3. Brokerage Account # 2 - IRA Account SOC note 2 — Int/Div — none

IRA asset: Wells Fargo Bank Deposit Sweep

IRA asset: ISHARES S&P Midcap 400) Value Index Fund

IRA asset: ISHARES S&P Midcap 400 Growth Index Fund

IRA asset: ISHARES TRUST MSC IAFE Index Fund

IRA asset: ISHARES BOXX Investment Grade Corp. Bond Fund

IRA asset: ISHARES TR 1-3 yr Treas Index Fund

IRA asset: ISHARES S&P 500 Value Index Fund

IRA asset: ISHARES S&P 500 Growth Index Fund

4. Brokerage Account # 3 - SEP IRA Account «= see note 2 — Int/Div — none

IRA asset: Wells Fargo Bank Deposit Sweep

IRA asset: RPM. Inc. stock

IRA asset: JM. Smucker Co. class A stock

IRA asset: ISHARES S&P Midcap 400 Value Index Fund

IRA asset: ISHARES S&P Midcap 400 Growth Index Fund

IRA asset: iSHARES TRUST MSCI EAFE Index Fund

IRA asset: ISHARES BOXX Investment Grade Corp, Bond Fund

IRA asset: ISHARES TR 1-3 yr Treas Index Fd

IRA asset: ISHARES S&P $00 Value Index Fund

IRA asset: ISHARES S&P 500 Growth Index Fund

5. Brokerage Account ¥ 4 —see note 2 — Int/Div — none

IRA asset: Wells Fargo Bank Deposit Sweep

Account asset: ISHARES S&P Midcap 400 Value Index Fund

Account asset: ISHARES S&P Midcap 400 Growth Index Fd

Account asset: ISHARES TRUST MSC EAFE Index Fd

Account ass ISHARES BOXX Investment Grade Corp, Bond Fun

Account asset: ISHARES TR 1-3 yr Treas Index Fd

Account asset: ISHARES S&P 500 Value Index Fund

Account asset: ISHARES S&P 500 Growth Index Fund

REAL ESTATE «- see noted

Prop. # 1 - duplex -- Medina, Ohio — Reat

Prop, #2 - 2-family -- Medina, Ohio (1/3 interest) — Rent

Prop. #3 -- Single family -- Medina, Ohio (1/3 interest) — Rent

Prop. #4 — 4 duplex units -- Medina, Ohio (1/2 interest) — Reat

Prop. #5 - 2 duplex units - Medina, Ohio (1/2 interest) — Reat

Prop. #6 - 2-fam. & 3-fam. Houses Medina, OH (172 im) — Rent

Prop. # 7 - Apartments -- Medina, Ohio (1/3 interest) — Rent

Prop, #8 -- 2 duplex units - Medina OH — Rent

Prop. #9 - Farm = Lodi, OH — Rent

Prop. # 10 -- hog feeder, Lodi, OH (1/5 int) — None

Prop. # 11 -- single family - Medina OH — Rent

Prop. # 12 -- single family -- Medina, OH (1/2 interest) — Rent

Prop. #13 -- Commercial bldg -- Medina OH (2/3 interest) X — Rent — Batchelder, Jr Estate

Prop. # 14 -- duplex - Medina, OH — Rent

Prop. # 15 -- vacant lot -- Medina, OH (1/2 interest) — None

Prop. #16 Vacant land -- Medina OH — None

Prop. # 17 -- single family - Medina, OH — Rent

Prop. # 18 -- single family - Medina OH (1/2 interest) — Reat

Prop. # 19 -- commercial bldg - Medina OH — Rent

Prop. #20 -- Comm. Bldg with apt Medina OH — Rent

Prop, #23 vacant land -- Big Horn County, WY — Rent

MISCELLANEOUS

Floating Rate Demand Note -- GE Interest Plus — Interest

Member, National Conference of Bar Examiners -- Const’l Law Drafting Committee

Member, Intellectual Property Law & Technology Advisory Council of the University of Akron School of Law

Member, Cleveland Chapter Bd. Of Advisors -- Federalist Society

Member, Board of Trustees -- Grove City College -- see note S

Member, Board of Directors -- Foundation for Research on Economics and the Environment

Liability — Old Phoenix Nat'l Bank — unsecured note

Liability — Old Phoenix Nat'l Bank — Mitge/Note on Property # 12

Liability — OW Phoenix Nat'l Bank — Mitge/Note on Property # 17

Liability — Old Phoenix Nat'l Bank — Mige/Note on Property #

Liability — Old Phoenix Nat'l Bank — Mitge/Note on Property # 5

Liability — First Nat'l Bank of Wyoming — Mige/Note on Property # 23

Liability — Farmers Savings Bank — Mige/Note on Property # 9

Liability — Old Phoenix Nat'l Bank — Mtg/Note on Property #8

Liability — Old Phoenix Nat'l Bank — Mige/Note on Property #14

Liability — Farmers Savings Bank -- see note 7 — Mige/Note on Property #20

Reimbursement — Alhance Defense fund — March 22-23 — Washington, DC — seminar prescntanon — transportation, lodgmg and food

Reimbursement — National Conference of Bar Examiners — May 24.26 — Portland, OR — Con Law drafting committee — transportation, lodgmg and food

Reimbursement — National Conference of Bar Examiners — Oct. 11-12 — Minneapolis, MN — Con Law drafting comm — transportanon, lodging and food

Income — 5724 — National Conterence of Bar Examiners -- see note 6 — $3,500.00

Income — 10011 — National Conference of Bar Examiners « see note 6 — S31.500.00

Spouse's income — 0 — Ohio House of Representatives -- salary

Note I: Re: assets in Sec, VII whose value method is reported as "Q™: 1 have again used the Medina County Auditor's most recent appraisal figures. 1am unable

to provide the date of the appraisal in any of these cases because it wis not provided to me. These appraisals arc the basis for our real estate taxes.

Note 2: As has been the case in prior years, each of the funds included in our brokerage accounts is an iShares fund.

My broker advised me in 2008 that:

"Barclay's Global Investors is the manager for the following positions held mn your account:

ISHS S & P MIDCAP 400 VALUE

ISHS S & P MIDCAP 400 INDEX

ISHS MSC EAFE INDEX

ISHARES INVESTMENT BD FUND

ISHS TR 13 YR TREAS IND

ISHS S& P 500 VAL INDX FD

ISHS S & P S00 GRWTH FD"

These are still all of the positions held in these brokerage accounts. The broker advises that as of this date there has been no change in this information.

Note 3: Line 35 of Sec. VII -- | have no idea why the program still (as of May 13, 2013) will not let me type in both the dash (which is apparently necessary to

convince the program that these are all assets of the brokerage account) and the fact that this is an account asset. Hence, "account ass”,

Note 4: All properties except the one on line 60 of Section VIT are in Medina County, Ohio. The property on Line 60 is in Big Horn County, Wyoming.

Note 5: The “audit” feature advises me that | should list the assets of the entity of which | am a trustee. | am assuming that this is not true when that entity is an

educational institution, and the audit has simply detected the term “trust” in the item. Otherwise, this requirement is ridiculous, and | cannot comply with it.

Note 6: In Lines 1 and 2 of See. IIA: The meetings of the National Conference of Bar Examiners for which this compensation was paid occurred from May

24-26 and October 11-12.

Note 7: In Line 10 of Sec. VI: In last year's report, the value code for this mortgage was correct, but the mortgage was erroneously listed as being held by the Old

Phoenix Nat'l Bank on Property #11. The mortgage was then and is now held by Farmers Savings Bank and is on Property #20. The amount of the mortgage has

been reduced since last year's filing, hence the vaule code is now "K™ rather than "L".

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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