Alice Moore Batchelder

2007

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 60

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 15

    reimbursements

  • 2

    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
  • Old Phoenix Nat'L Bank
  • Old Phoenix Nat'l Bank
  • Matthew Akers
  • Farmers Savings Bank
  • FirstNat' Bank of Wyoming
  • 4, C. T. Bennett, Plymouth, NC
  • National Conference of Bar Examiners
  • Ohio House of Representatives -- salary

As filed

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

IRA asset: Centennial Money Market

IRA asset: ISHARES TR 13 yr Treas Index Fd

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

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

IRA asset: Centennial Money Market

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 BOXX Investment Grade Corp. Bond Fund

IRA asset: iSHARES TR 13 yr Treas Index Fund

IRA asset: iISHARES 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: Centennial Money Market

IRA asset: RPM, Inc. stock

IRA asset: J.M. 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

1RA 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

Account asset: Centennial Money Mkt

Account asset:iSHARES 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 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 note 4

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. #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. #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 (1/3 interest) — Rent

Prop. # 14 -- duplex -- Medina, OH (see n. 1 Sec. VIII) — Rent

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

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

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

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

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

Prop. # 21 -- duplex -- Medina OH (1/2 interest) — 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

Liability — Old Phoenix Nat'L Bank — Unsecured Note

Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property #14

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

Reimbursement — Matthew Akers — Mtg/Note on Property #20

Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 6

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

Reimbursement — FirstNat' Bank of Wyoming — Mtge/Note on Property # 23

Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 21

Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 5

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

Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 19

Reimbursement — 4, C. T. Bennett, Plymouth, NC — Mtge/Note on Property #11

Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 17

Reimbursement — Old Phoenix Nat'l Bank — Mtge/Note on Property # 12

Reimbursement — National Conference of Bar Examiners — Park City, Utah

Reimbursement — National Conference of Bar Examiners — San Juan, Puerto Rico

Income — 1.May 3-6 — National Conference of Bar Examiners — $ $3.000

Income — 2.0ctd4-6 — National Conference of Bar Examiners — $ $3.000

Spouse's income — 2.)an - 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. Iam unable

to provide the date of the appraisal in any of these cases because it was not provided to me. The appraisals were done for the 2007 real estate tax valuations, are

outrageously high, and are the valuations used to calculate our real estate taxes.

Note 2: Last year I was required to supplement my report by providing the "names of the investment company sponsoring the funds" for each of the mutual funds |

listed as included in our various brokerage accounts. Neither of those funds is now in the accounts, having been disposed of as of the end of 2006, as I disclosed on

that report. I suppose that I am required to furnish the same information for each of the funds that are now in those accounts, but I haven't the least idea how to go

about doing that. Each of the funds now included in our brokerage accounts is an iShares fund. I have spent considerable time online trying to obtain the "name of

the investment company sponsoring the funds," and the best I can do is to advise that, according to the iShares website, "iShares is a registered trademark of

Barclays Global Investors, N.A." See

http://www .ishares.com/content/stream.jsp?url=/content/repository/material/prospectus/fixed_income.pdf&mimeType=application/pdf.

My broker (at Wachovia) didn't know exactly what you might be looking for either, but he has sent me a letter advising 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"

Note 3: Line 35 of Sec. VII -- I have no idea why the program 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: The "audit" feature of the new program tells me that I need to provide not only the city and state, but the county in which each property is located. All

properties except the one on line 61 of Section VII are in Medina County, Ohio. The property on Line 6lis not located in a city, but is in Big Hom County,

Wyoming.

Note 5: The "audit" feature advises me that I should list the assets of the entity of which I am a trustee. 1am 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.

My Judicial Assistant has pointed out that this entire exercise is beneficial. It requires me to think outside the box. She may be right, but I could live without 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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