# Mary Ann Whipple

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18572

## Record

- **Judge:** Mary Ann Whipple
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 10

## Text

Huntington National Bank(IRA CDs) (Accounts) — Interest — Note im Part VII
Memill Lynch Ready Assets Trust — Int/Div
Blackrock Mid Cap Growth Equity Portfolio Class A — Int/Div
AllianceBerustein International Growth Fund Class A — Int/Div
Nuveen Insured Municipal Opportunity Fund — Int/Div
Blackrock Balanced Capital Fund Class A — Int/Div
MFS Municipal Income Fund A — Int/Div
MFS Global Total Return Fund A — Int/Div
MainStay Large Cap Growth Fund Inv Class — None
MainStay Common Stock Fund Inv. Class — Int/Div
MamStay ICAP Select EQ Fund Inv. Class — None
MainStay Growth Equity Fund Inv. Class (IRA) — None
Investment Company of America-A Fund Number 4 — Int/Div
Franklin Equity Income Fund-Class A — Int/Div
UBS Pace Large Company Value Equity Fund Class C — Int/Div
UBS U.S.Equity Opportunity Fund Class ( — Int/Div — Note in Part VII
UBS Pace Global Fixed Income Fund Class C — Int/Div
UBS U.S. Allocation Fund Class — Int/Div
UBS Cash Fund — Int/Div
Columbus Life Ins. Co. Annuity — Interest
Vanguard Windsor Il Fund (UGMA #1) — Int/Div — Distnbuted — Note in Part VII
Vanguard Windsor Il Fund (UGMA #2) — Int/Div
Western National Bank (CDXUGMA #1) — Interest — Closed — Note mm Part VII
Western National Bank (CDKUGMA £2) — Interest — Closed — Note mm Part VII
Washington Federal Seattle Wash. (CD UGMA #1) — None — Open — Note In Part VII
Washington Federal Seattle Wash (CD UGMA #2) — None — Open — Note in Part VII
US. Savings Bonds — None
STRS (Ohio) Money Market Account (Ohio public pension) — Int/Div
STRS (Ohio) Russell 1000 Index Fund {Ohio public pension) — Int/Div
National City Bank (account CD) — Interest
United Services Federal Credit Union (account) — Interest
FirstMerit Bank(account) — Interest
Northwestern Mutual Extra Ordinary Life Policy — Int/Div
Northwestern Mutual 65 Life Policy — Int/Div
New York Life Whole Life Policy — Int/Div
Western National Bank (money market account XCD) — Interest — Closed — Note mn Part VII
Washington Federal Seattle Wash (money market account CD) — None — Open — Note in Part VII
The Trust Company of Toledo, N.A(IRA Rollover) — Int/Div
Dodge & Cox International Stock Fund (IRA) — Sold
Third Avenue Value Fund (IRA) — Sold
Vanguard Institutional Index Fund (IRA)
Buffalo Small Cap Fund (IRA)
MFS Int'l New Discovery-1 Fund (IRA) — Sold (part)
Vanguard Short Term Federal Bond Fund (IRA)
Northern Institutional Prime Obligations Portfolio (IRA)
Vanguard Intermediate Term Bond Index (IRA)
Harbor International Fund (IRA)
Harbor Bond Fund (IRA)
Fairholme Fund (IRA) — Sold
Fidelity Contrafund (IRA)
Stratton Small- Cap Value Fund (IRA)
Jensen Quality Growth Fund Inv Class (IRA) — Buy
Vanguard Dividend Growth-1 (IRA) — Buy
Invesco Int'l Growth (IRA) — Buy
Custodian, Umiform (aft to Mmors Act Minor #1 See Note Part VIII
Custodian, Uniform Gift to Mimors Act Minor £2
Part ime faculty, University of Toledo College of Law
Executive Committee Member, Morison R. Waite Chapter, American Inns of Court
Executive Board Member, University of Michigan Club of Greater Toledo
Agreement — 1991 — State Teachers Retirement System (Ohio); mterest in public pension plan
Reimbursement — American Bankruptcy Institute (ABI) — Vil 612/11 — Traverse City, M1 — Workshop speaker — workshop registration fee
Reimbursement — Cleveland Metro Bar Association — 5/1711 — Cleveland, OH — Seminar speaker — rANSpOrtanon expenses
Reimbursement — Akron Bar Association — 4110 — Hartville, OH — Sermmar speaker — semuir registration fee and transportation expenses
Reimbursement — American Bankruptcy Institute (ABI) — 121111 — Detroat, MI — Seminar speaker — seminar registration fee
Income — 2011 — University of Toledo-compensation for teaching fall semester — S4.500.00
Part | Notes: Trusts 1 and 2 are unfunded life insurance trusts for!

. One is empty and the other contains only term life insurance policies, so no

assets are beng reported in Part VIL Trusts 3 and 4 are inter vivos trusts for]

. Both ure empty 50 no assets are being reported in Part VIL. Minor

#1 reached the age of majority under the Ohio UGMA statute in 2011, The Vanguard Windsor Il Fund reported in Part VII Line 21 was transferred to the former

minor during the reporting period. The former Western National Bank CD reported at Part VII Line 23, which became a Washington Federal Seattle Wash CD on

12/16/11 as reported at Part VII Line 25 and as described below, was still maintained in my name us custodian at the end of the reporting period.

Chief Judge Alice Batchelder authorized the teaching position at the University of Toledo College of Law on an AO Form 304 dated July 1, 2011.

Part VII Notes: The Huntington National Bank IRA [Line 1] is invested in a Huntington National Bank CD,

The UBS Large Cap Value Equity Fund reported at Part VII Line 16 of the May 11, 2011, report had its name changed on December 28, 2011, to the LBS US.

Equity Opportunity Fund as reported at Part VII Line 16 of this report,

Western National Bank [Part VII Lines 23, 24 and 36] was closed by the Office of Comptroller of the Currency, who named the Federal Insurance Deposit

Corporation Receiver on December 16, 2011. The deposits and accounts of Western National Bank were assumed by Washington Federal, Seattle Washington

[Part VII Lines 25,26 and 37] as of December 16, 2011.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18572. Public record. Not legal advice.
