Andrew T. Baxter
2019
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What was filed
58
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust #1
- Princeton Alumni Association of Central New York
- Trust #3
As filed
Chase (Accounts) — Interest
ally (Account) — Interest
(H) Charles Schwab Schwab-One Account — Interest — Open
Schwab Advantage Money Fund (SWVXX) — Dividend — Buy
Schwab Advantage Money Fund (SWVXX) — Sold (part)
U.S. Treaury Note #1 — Interest — Buy
U.S. Treasury Note #2 — Buy
(H) NY's 529 College Savings Program (Accounts) — Closed
Interest Accumulation Portfolio (Bloomberg Barclays Index Fund) — Interest — Sold
(H) Trust #1
First Citizens Community Bank (Dep. Acct.) — Interest
Charles Schwab Bank, High Yield Investor Checking — Interest
Charles Schwab, Schwab One Trust Account — Interest
Schwab Advantage Money Fund (SWVXX) — Dividend — Buy
Schwab Advantage Money Fund (SWVXX) — Sold (part)
Schwab US Broad Market EFT (SCHB) — Dividend — Sold
Vanguard High Dividend Yield Index Fund ETF (VYM) — Dividend — Sold
U.S. Treasury Note #XH8 — Interest — Buy
U.S. Treasury Note #VV9 — Buy
U.S. Treasury Bill #TH-2 — Buy
Real Estate Parcel #1, Potter Cty., PA — None
Real Estate Parcel #2, Potter Cty., PA — None
Real Estate Parcel #3, Potter Cty., PA (w/ gas lease) — Royalty
Real Estate Right of Way, Potter Cty., PA — None
1/4 interest in Ameritas Life Ins. Co. whole life policy #1 — Dividend
1/4 interest in Ameritas Life Ins. Co. whole life policy #2 — Dividend
1/4 interest in Ameritas Life Ins. Co. whole life policy #3 — Dividend
1/4 interest in Ameritas Life Ins. Co. whole life policy #4 — Dividend
1/4 interest in MONY Life Ins. Co. (AXA) whole life policy — Dividend
Real Estate Parcel #4, Potter County, PA — None
(H) Trust #3
Citizens & Northern Bank — Interest — Open
SunTurst — Interest
Charles Schwab, Schwab One Trust Account — Interest
U.S. Treasury Bill #RN1 — Interest — Matured
U.S. Treasury Note #A42 — Buy
U.S. Treasury Note #N48 — Interest — Buy
U.S. Treasury Note #M98 — Interest — Buy
U.S. Treasury Bill #RM3 — Interest — Matured
U.S. Treasury Bill #RF8 — Interest — Matured
U.S. Treasury Note #WC0 — Interest — Buy
U.S. Treasury Bill #RA9 — Interest — Matured
U.S. Treasury Note #XH8 — Interest — Buy
U.S. Treasury Note #VV9 — Buy
U.S. Treaury Note #VZO — Interest — Buy
U.S. Treasury Note #2J8 — Buy
U.S. Treasury Bill #SV2 — Buy
U.S. Treasury Bill #QM4 — Interest — Matured
U.S. Treasury Bill #SM2 — Buy
U.S. Treasury Bill #QC6 — Interest — Matured
U.S. Treasury Bill #SH3 — Buy
U.S. Treasury Bill #PX1 — Interest — Matured
U.S. Treasury Bill #SD2 — Buy
U.S. Treasury Bill #PTO — Interest — Matured
U.S. Treasury Bill #RT8 — Buy
U.S. Treasury Bill #PK9 — Interest — Matured
U.S. Treasury Bill #RY7 — Buy
U.S. Treasury Bill #PP8 — Interest — Matured
Co-Trustee (1 of 4), Trust #1
Vice President, Princeton Alumni Association of Central New York
Co-Trustee (1 of 2), Trust #3
Position #1: Trust #1 is a trust of the reporting judge and other family members.
Position #3: Trust #3 is a trust of a family member. Reporting judge was appointed as a co-trustee on 01/24/19. The other co-trustee died on 01/07/2020.
Asset #3: Shows Schwab One interest only.
Asset ##4-5: Dividends on SWVXX and year end balance reported only on line 4.
Asset #7: No interest paid in 2019 on U.S. Treasury Note #2.
Asset ##8-9: Final withdrawals paid towards graduate school tuition for non-depenent child and account closed. Interest income for asset is shown only on line 9.
Asset #13: Shows Schwab One interest only.
Asset ##14-15: Dividends on SWVXX and year end balance reported only on line 14.
Asset ##19, 20: No interest paid in 2019 on U.S. Treasury Note #VV9 or U.S. Treasury Bill #TH-2.
Asset #23: Income consists of royalty on natural gas storage lease from National Fuel Gas Supply Corp.
Asset #24: The value of the right of way relating to other parcels in Potter County, PA was purchased, on 08/16/2004, for $2,500 by the donor to the trust, a
relative.
Assets ##25-29: 100% cash value and dividends reported, although reporting judge owns 1/4 interest in policies (on the life of a relative alive in 2019, although
he died on 01/07/2020).
Assets #33: Account existed as of 01/24/19, when reporting judge was made a co-trustee.
Assets #34: Account existed as of 01/24/19, when reporting judge was made a co-trustee. Some Treasury Bills in the Charles Schwab account were purchased
prior to reporting judges appointment as co-trustee. Line 34 Shows Schwab One interest only.
Assets ##35-58: Interest on Treasury Bills and Notes reported only if paid in 2019.
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.