Alice Moore Batchelder

2009

Ask Donna

Pull out the substance of this filing.

What was filed

  • 19

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 14

    debts

  • 5

    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 Advisers -- Federalist Society
  • Board of Trustees -- Grove City College -- see note 5
  • Old Phoenix Nat'] Bank
  • Old Phoenix Nat'l Bank
  • Old Phocnix Nat'l Bank
  • First Nat'l Bank of Wyoming
  • Farmers Savings Bank
  • Matthew Akers
  • OJd Phoenix Nat'l Bank
  • National Conference of Bar Examiners
  • Grove City College
  • Alliance Defense Fund
  • Liberty University School of Law
  • Ohio House of Representatives -- salary

As filed

IRA asset: RPM, Inc. stock

IRA asset: iSHARES S&P Midcap 400 Value Index Fund

IRAassct:iSHARES TRUST MSCI EAFE Index Fund

IRA asset: ISHARES BOXX Investment Grade Corp. Bond Fund

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

Account asset: ISHARES TR 13 yr Treas Index Fd

Account asset: ISHARES S&P 500 Value Index Fund

Prop. # I -- 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 (172 interest) — Rent

Prop. #6 -- 2-fam. & 3-fam. Houses Medina, OH (1/2 inl) — Rent

Prop. # 10 -- hog feeder, Lodi, OH (1/5 int) — None

Prop. #13 -- Commercial bldg -- Medina OH (1/3 interest) — Rent

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

Prop. #16 -- 555% Vacant land -- Medina bw tL — None

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

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

Prop. #23 -- 225 vacant land -- Big Hom County, WY — 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 Advisers -- Federalist Society

Member, Board of Trustees -- Grove City College -- see note 5

Liability — Old Phoenix Nat'] 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 — Muige/Note on Property # 19

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

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

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

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

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

Liability — Old Phoenix Nat'l Bank — Mtge/Notce on Property # 6

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

Liability — Old Phoenix Nat'l Bank — Mig/Notc on Property #8

Liability — OJd Phoenix Nat'l Bank — Mige/Note on Property #14

Liability — Old Phoenix Nat'l Bank — Mige/Note on Property #11

Reimbursement — National Conference of Bar Examiners — Apr. 30 - May 2 — Scattle, WA — Con Law drafting comm — transportation, lodging and food

Reimbursement — Grove City College — May 15-16 — Grove City PA — commencement speaker — lodging and some tood

Reimbursement — Alliance Defense Fund — August 4-6 — Scottsdale, Arizona — seminar prescntation — transportation, lodging and food

Reimbursement — Liberty University School of Law — Sept. 25-26 — Lynchburg, VA — judge moot court — transportation, lodging and food

Reimbursement — National Conference of Bar Examiners — Nov. 5-8 — Grand Canyon, AZ — Con Law drafting comm — ydging and food

Income — 1.4/30-5/2 — National Conference of Bar Examiners — $3,000

Income — 2.11/5-8 — National Conference of Bar Examiners — $3.000

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. 1 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: Wachovia is now Wells Fargo, and all of our brokerage accounts were transferred when that change occurred. The change included moving money

market cash from Centennial Money Market to something identified only as "Wells Fargo Bank Deposit Sweep” on our statements. As was the casc last year, 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: Linc 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: The "audit" feature advises me that 1 should list the assets of the entity of which | am a trustee. 1 ani assuming that this is not true when that entity isan

educational institution, and the audit has simply detected the term "trust" in the item. Otherwise, this requirement is ridiculous, and 1 cannot comply with it.

Note 6: The "audit" feature advises me that I have erred in reporting reimbursement from Grove city College (Part IV, line 2) because "travel from a government

source should not be reported.” Of all the colleges in the United States, 1 can't imagine one farther removed from the government than Grove City College, but 1

will convey to them the view of the "audit" feature. They will be appalled.

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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