Alice Moore Batchelder
2007
Ask Donna
Pull out the substance of this filing.
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.