Alice Moore Batchelder

2011

Ask Donna

Pull out the substance of this filing.

What was filed

  • 33

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 11

    debts

  • 7

    reimbursements

  • 3

    income

  • 1

    spouse income

Named parties

  • 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
  • Federalist Society
  • Alliance Defense Fund
  • Foundation for Research on Economics and Environment
  • LHC AHA SC LP UUNIivauvn
  • Liberty Fund
  • National Conference of Bar Examiners -- see note 6
  • Univ. of Toledo Law School -- see note 7
  • Ohio House of Representatives -- salary

As filed

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 assct: J.M. Smucker Co. class A stock

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

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

IRA asset: iISHARES TRUST MSCI EAFE Index Fund

IRA asset: ISHARES BOXX Investment Grade Corp. Bond Fund

IRA asset: ISHARES TR 13 yr Treas Index Fd

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 assct: :iISHARES S&P Midcap 400 Value Index Fund

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

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 -- sce noted

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

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) — 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. #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

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 — unsccured 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 #

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

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

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

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 — April 14-16 — Toronto, Canada — Con Law drafting comm. — transportation, lodging and food

Reimbursement — Federalist Society — April 27-28 — Laramie, Wyoming — Speech -- Univ. of WY — transportation, lodging and food

Reimbursement — Alliance Defense Fund — Aug. 2-4 — Phoenix, Arizona — seminar presentation — transportation, lodging and food

Reimbursement — Foundation for Research on Economics and Environment — Aug. 28 - Sept. — Big Sky , MT — educational seminar participation — transportation, lodging and food

Reimbursement — LHC AHA SC LP UUNIivauvn — CL 1074 VV — YYdohllingtivil, LJ — UML AUUAL Shae participation and presentation — HdHo JUIduivi, IVR 5 div IUUVdG

Reimbursement — National Conference of Bar Examiners — Oct. 20-21 — Miami, FL — Con Law drafting comm — transportation, lodging and food

Reimbursement — Liberty Fund — Oct. 28-30 — Indianapolis, IN — educational seminar participation — transportation, lodging and food

Income — 1.421 — National Conference of Bar Examiners -- see note 6 — $3,500.00

Income — 10/6 — Univ. of Toledo Law School -- see note 7 — $£5.000.00

Income — 3.1173 — National Conference of Bar Examiners -- see note 6 — $3,500.00

Spouse's income — Jan - dec — Ohio House of Representatives -- salary

Note I: 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. | 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. The broker advises that as of this date there has been no change in this information.

Note 3: Line 35 of Sec. VII -- I have no idea why the program still (as of June 11, 2012) 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 onc on linc 61 of Section VII are in Medina County, Ohio. The property on Line 60 is in Big Horn County, Wyoming.

Note 5: 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.

Note 6: In Lines I and 3 of Sec. 111A: The meetings of the National Conference of Bar Examiners for which this compensation was paid occurred from April

14-16 and October 20-22.

Note 7: In Line 2 of Sct. 11IA: the lecture was delivered on October 6; payment was received on Dec. 31. This was a teachingactivity approved by the Sicth

Circuit Judicial Conference.

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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