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.

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Alice Moore Batchelder | Frix