Alice Moore Batchelder

2008

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

  • 63

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 12

    debts

  • 5

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • National Conference of Bar Examiners -- Const'l Law Drafling Committee
  • Intellectual Property Law & Technology Advisory Council of the University of A kron School of Law
  • Cleveland Chapter Bd. Of Advisors -- Federalist Society
  • Board of Trustees -- Grove City College -- see note 5
  • Old Phoenix Nat'l Bank
  • First Nat'l Bank of Wyoming
  • Farmers Savings Bank
  • 1001d Phoenix Nat'l Bank
  • Matthew Akers
  • 1201d Phoenix Nat'l Bank
  • 301d Phoenix Nat'l Bank
  • William and Mary School of Law
  • University of Alabama School of Law
  • National Conference of Bar Examiners
  • Alliance Defense Fund
  • Ohio House of Representatives -- salary

As filed

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

IRA asset: Centennial Money Market

IRA asset: ISHARES TR 13 yr Treas Index Fd

1RA asset: ISHARES S&P Midcap 400 Va tue Index Fund

IRA asset: ISHARES S&P Midcap 400 Gr owth Index Fund

IRAasset:iISHARES TRUST MSCI EAFE Index Fund

IRA asset: ISHARES IBOXX Investment Grade Corp Bond Fund

IRA asset: iSHARES S&P 500 Value Ind ex Fund

IRA asset: iSHARES S&P 500 Growth ndex Fund

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

IRA asset: Centennial Money Market

IRA asset: iISHARES S&P Midcap 400 Va lue Index Fund

IRA asset: iSHHARES S&P Midcap 400 G rowth 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: ISHARES S&P 500 Value In dex Fund

IRA asset: ISHARES S&P 500 Growth ndex Fund

4. Brokerage Account #3 -- SEP IRA Acc ount -- 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 V alue Index Fund

IRA asset: ISHARES S&P Midcap 400 G rowth Index Fund

IRA asset: iSHARES 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:iISHARES S&P 500 Value In dex Fund

IRA asset: ISHARES S&P 500 Growth 1 ndex Fund

5. Brokerage Account # 4 -- see note 2 — Int/Div — none

Account asset: Centennial Money Mkt

Account asset:iISHARES S&P Midcap 400 Value Index Fund

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

Account asset: iSHARES TRUST MSCI E AFE 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 ndex Fund

Accountasset: iSHARES S&P 500 Growth Index Fund

REALESTATE --see note 4

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

Prop. #2- L family -- Medina, Ohio (1/3 in terest) — Rent

Prop. # 3 -- Single family -- Medina, Ohio (1 /3 interest) — Rent

Prop. #4-- Wiuplex units -- Medina, Ohio (1/2 interest) — Rent

Prop. #5 ~ Qduplex units -- Medina, Ohio ( 1/2 interest) — Rent

Prop. #6 -- fJfam. & gm. Houses -- Med ina. OH (1/2 tnt) — Rent

Prop. #7 -- Apartments -- Medina, Ohio (1/3 interest) — Rent

Prop. #8-- a luplex 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. VIID — Rent

Prop. #15 -- vacant lot -- Medina, OH (1/2 1 nterest) — 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. -- Medi na OH — Rent

Prop. #21 -- duplex -- Medina OH (1/2 int erest) — Rent

MISCELLANEOUS

Floating Rate Demand Note -- GE Interest P lus — Interest

Member, National Conference of Bar Examiners -- Const'l Law Drafling Committee

Member, Intellectual Property Law & Technology Advisory Council of the University of A kron 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 — 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 # 5

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

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

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

Liability — 1001d Phoenix Nat'l Bank — Mtge/Note on Property # 6

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

Liability — 1201d Phoenix Nat'l Bank — Mtg/Note on Property #8

Liability — 301d Phoenix Nat'l Bank — Mtge/Note on Property #14

Reimbursement — William and Mary School of Law — Feb. 14-17 — Williamsburg, VA — judge moot court — lodging and some food

Reimbursement — University of Alabama School of Law — April 1 -3 — Tuscaloosa, Ala. — judge moot court — transportation, lodging and food

Reimbursement — National Conference of Bar Examiners — April 24-27 — New Orleans, LA — Con Law drafting comm — transportation, lodging and food

Reimbursement — Alliance Defense Fund — August 5-7 — Scottsdale, Arizona — seminar presentation — transportation, lodging and food

Reimbursement — National Conference of Bar Examiners — October 2-4 — Providence, RI — Con Law drafting comm — transportation, lodging and food

Income — Apr. 24-27 — National Conference of Bar Examiners — $£3.000

Income — Oct 2-4 — National Conference of Bar Examiners — $3,000

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

Note I: Re: assets in Sec. VII whose value method is reported as "Q": 1 have again used the Medina County Auditor's most recent appraisal figures. 1am 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: Each of the funds now included in our brokerage accounts is an iShares fund.

My broker (at Wachovia) last year 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

ISHSS & P500GRWTHFD"

These are still all of the positions held in these brokerage accounts.

Note 3: Sec. VI. My 2007 report listed a morgtage and note payable to C.T. Bennett, Plymouth, NC. That mortgage and note were paid off in January of 2007.

Note 4: Line 35 of Sec. VII -- | 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 5: 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: The "audit" feature advises me that | should list the assets of the entity of which | am a trustee. | 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