Alan Eugene Norris

2019

Ask Donna

Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Clements Foundation, Westerville, Ohio
  • Schrock Road Professional Building, a partnership, Westerville, Ohio
  • Key Bank
  • Capital One Bank
  • Ohio Public Employees Retirement System

As filed

1/4 int. rental property, Westerville, OH appraised 1/19/04 — Rent

Common Stock, IBM — Dividend

Checking account Bank One/Chase Bank — Interest

Keogh, ABA/Equitable Life Ins. — Distribution

(H) Keogh, ABA/Equitable Life Ins.

Equitable Life Ins. Large Cap Fund — Distribution

(H) Keogh, ABA/Equitable Life Ins.

Equitable Life Ins. Mid-Cap Fund — Distribution

(H) Keogh, ABA/Equitable Life Ins.

Life Ins. Stable Asset Return Fund — Distribution

(H) Keogh, ABA/Equitable Life Ins.

Life Ins. Stable Asset Return Fund — Distribution — Distributed (part)

(H) Keogh, ABA/Equitable Life Ins.

Life Ins. Stable Asset Return Fund — Distribution — Distributed (part)

(H) Keogh, ABA/Equitable Life Ins.

Life Ins. STable Asset Return Fund — Distribution — Distributed (part)

(H) Keogh, ABA/Equitable Life Ins.

Life Ins. Stable Asset Return Fund — Distribution — Distributed (part)

Savings Account, WestBankco — Interest

Guardian Life Ins. Policy #1 — Dividend

1 Share Barclays TIPS Bond Fund — Dividend

Pimco FDS Bond Fund — Distribution

PNC Bank Money Market Account Closed — Interest — Closed

Trustee, Clements Foundation, Westerville, Ohio

Partner, Schrock Road Professional Building, a partnership, Westerville, Ohio

Agreement — 01/01/67 — to 6/30/86 - Ohio Public Employees Retirement System, contributed during former state employment

Agreement — 1981 — ABA - Administered "Keogh" Plan, contributed during law practice. Consists of Large-Cap Equity Fund, Small-Mid- Cap Equity Fund & Stable Asset Return Fund.

Liability — Key Bank — credit card debt

Liability — Capital One Bank — credit card debt

Income — JanDec2019 — Ohio Public Employees Retirement System — $64,426.85

Spouse's income — Jan - Dec — Ohio Public Employees Retirement System

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.