Alice Moore Batchelder
2010
Ask Donna
Pull out the substance of this filing.
What was filed
49
investments
5
positions
0
gifts
0
agreements
12
debts
4
reimbursements
2
income
1
spouse income
Named parties
- Neuendorff
- 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 5
- Board of Directors -- Foundation for Research on Economics and the Environment
- Old Phoenix Nat'l Bank
- First Nat'l Bank of Wyoming
- Farmers Savings Bank
- National Conference of Bar Examiners
- Alhance Defense Fund
- Foundation for Research on Economics and Environment
- Ohio House of Representatives -- salary
As filed
Prop. # 10 -- hog feeder, Lodi, OH (1/5 int) — None
2. Brokerage Account # I -- IRA account see note 2 — Int/Div — none
IRA asset: Wells Fargo Bank Deposit Sweep Account
IRA asset: ISHARES TR 13 yr Treas Index Fd
IRA asset: iSHARES S&P Midcap 400 Value Index Fund
IRA asset: ISHARES S&P Midcap 400 Growth Index Fund
IRAasset:iSHARES TRUST MSCI EAFE Index 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 see 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 MSCI IAFE 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: J.M. Smucker Co. class A stock
IRA asset: iISHARES S&P Midcap 400 Value Index Fund
IRA asset: ISHARES BOXX Investment Grade Corp. Bond Fund
IRA asset: ISHARES S&P 500 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 TRUST MSCI EAFE Index Fd
Account ass ISHARES BOXX Investment Grade Corp. Bond Fun
Account asset: ISHARES TR 13 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 — Rent
Prop. #3 - Single family -- Medina, Ohio (1/3 interest) — Rent
Prop. # 4 -- 4 duplex units -- Medina, Ohio (1/2 interest) — Rent
Prop. #5 -—- 2 duplex units -- Medina, Ohio (1/2 interest) — Rent
Prop. # 6 -- 2-fam. & 3-fam. Houses Medina, OH (1/2 int) — Rent
Prop. # 7 -- Apartments -- Medina, Ohio (1/3 interest) — Rent
Prop. # 8 -- 2 duplex units -- Medina OH — Rent
Prop. # 15 -- vacant lot -- Medina, OH (1/2 interest) — None
Prop. #16 --{iil Vacant land -- Medina OH — None
Prop. # 17 -- single family — Medina, OH — Rent
Prop. #18 -- single family — Medina OH (1/2 interest) — Rent
Prop. #20 -- Comm. Bldg with apt Medina OH — Rent
Prop. #21 -- duplex -- Medina OH (1/2 interest) — Rent — Sold — Neuendorff
Prop. #23 ~ Eg vacant land - Big Hom 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 5
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 — Mtge/Note on Property # 12
Liability — Old Phoenix Nat'l Bank — Mtge/Note on Property # 17
Liability — Old Phoenix Nat'l Bank — Mtge/Note on Property # 19
Liability — Old Phoenix Nat'l Bank — Mtge/Note on Property # 1
Liability — Old Phoenix Nat'l Bank — Mtge/Note on Property # 5
Liability — First Nat'l Bank of Wyoming — Mtge/Note on Property # 23
Liability — Farmers Savings Bank — Mtge/Note on Property # 9
Liability — Farmers Savings Bank — Mtge/Note on Property #20
Liability — Old Phoenix Nat'l Bank — Mtg/Note on Property #8
Liability — Old Phoenix Nat'l Bank — Mtge/Note on Property #14
Liability — Old Phoenix Nat'l Bank — Mtge/Note on Property #11
Reimbursement — National Conference of Bar Examiners — Mar. 25-28 — Philadelphia PA — Con Law drafting comm — transportation, lodging and food
Reimbursement — Alhance Defense Fund — Aug. 3-5 — Scottsdale, Arizona — seminar presentation — transportation, lodging and food
Reimbursement — Foundation for Research on Economics and Environment — Aug. 7-12 — Gallatin Gateway, MT — €ducational seminar participation — transportation, lodging and food
Reimbursement — National Conference of Bar Examiners — Oct. 14-17 — Honolulu, HI — Con Law drafting comm. — transportation, lodging and food
Income — 1.3/25 — National Conference of Bar Examiners — $3.000.00
Income — 2.10/14 — National Conference of Bar Examiners — $3.500.00
Spouse's income — Jan - dec — Ohio House of Representatives -- salary
Note 1: Re: assets in Sec. VII whose value method is reported as "Q": I have again used the Medina County Auditor's most recent appraisal figures. I am unable
to provide the date of the appraisal in any of these cases because it was not provided to me. These appraisals are 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 in your account:
ISHS S & P MIDCAP 400 VALUE
ISHS S & P MIDCAP 400 INDEX
ISHS MSCI EAFE INDEX
ISHARES INVESTMENT BD FUND
ISHS TR 13 YR TREAS IND
ISHS S& P 500 VAL INDX FD
ISHS S & P 500 GRWTH FD"
These are still all of the positions held in these brokerage accounts.
Note 3: Line 35 of Sec. VII -- I have no idea why the program still 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". Who knew?
Note 4: All properties except the one on line 61 of Section VII are in Medina County, Ohio. The property on Line 61is in Big Hom County, Wyoming.
Note 5: Three liabilities have been removed from Section VI --
Mtge/Note on Property #21 was paid off when we sold that property (see Section VII line 60)
Mtge/Note on Property # 6 was paid off
Mtge/Note on Property #20 was paid off
Note 6: The "audit" feature advises me that I should list the assets of the entity of which I am a trustee. I 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 I cannot comply with it.
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.