# Susan Ritchie Bolton

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4707

## Record

- **Judge:** Susan Ritchie Bolton
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 11

## Text

IBM common stock — Int/Div
FIA Card Services — Interest
Bank of America — Interest
Memill Lynch Single Premium Life- Insurance — None
Philadelphia Life Insurance Company: Insurance (see part VII — Closed
US. Savings Bonds — None
Virtus Balanced Fund — Int/Div
ML Retirement Plus-Annuity — None
Transamerica Landmark Annuity — None
Allianz Franklin- Annuity — None
Office condo-1/2 Int-Phx, AZ ("94 60,000-04 30.000) — Rent
Mell Lynch Basic Retirement Plan-Profit Sharing (see part VIII)
Menmill Lynch Basic Retirement Plan-Money Purchase(see part VII
Mermill Lynch IRA (FGB) (see part VIII)
Fidelity Equity Dividend Income Fund — Int/Div
Fidelity Magellan mutual fund — Int/Div
Fidelity Value mutual fund — Int/Div
Fidelity Asset Manager mutual fund — Int/Div
Fidelity Puritan mutual fund — Int/Div
Janus Balanced mutual fund — Int/Div
Vanguard Growth Index Fund — Int/Div
Vanguard 500 Index Fund — Int/Div
Vanguard Prime Cap Fund — Int/Div
Vanguard Life Strategy Growth Fund — Int/Div
Vanguard IRA
Total Stock Market Index Fund
Growth Index Fund
Vanguard IRA — Int/Div
Total Stock Market Fund
Nhnois DFA zero coupon Muni Bond — None
Ten acres, Oroville, CA (1972, $5.000) — None
Arnzona Elected Officials Retirement Plan — pension
Arizona State Retirement System(see part Vi — None
Keyport Keyannuity — None
Keyport Keyanuity — None
IRA #1 (formerly listed as Merrill Lynch IRAISRB)
JPMorgan Chase CD — Redeemed
BMO Harms Bank CD — Redeemed
Capital One CD — Redeemed
Sallie Mae Bank CD — Redeemed
Goldman Sachs Bank CD
Discover Bank CD
US Treasury Inflation Note — Redeemed
FIA Card Services NA
Bank of America NA(X)
US Treasury zero coupon bond — Redeemed
Huntmgton National Bank CD — Redeemed
Pepsico common stock
Yum Brands common stock
Oppenheimer Income Trust mutual fund
JPMorgan Chase CD — Redeemed
Discover Bank CD — Redeemed
Key Bank CD — Redeemed
GE Cap Retail Bank CD
Goldman Sachs Bank CD
US Treasury Inflation Notes ( remains, redeemed — Sold (part)
Amenican Express Cent. Bank CD
Goldman Sachs Bank CD
Sallie Mae Bank CD
Amencan Ex Centurian CD
Motorola Solutions
GE CAP Retail Bank CD
GE CAP Retail Bank CD
Discover Bank CD
Nodatone common stock
Blackrock Global Mutual Fund
BMW Bank CD
GE Capital Bank CD
GE Capital Bank CD
GE Capital Bank CD
GE Capital Bank CD
CIT Bank CD — Redeemed
BMW Bank CD — Redeemed
Sallie Mae Bank CD — Redeemed
CIT Bank CD — Redeemed
GE Capital Bank CD — Redeemed
GE Capital Bank CD
Goldman Sachs Bank CD
US Treasury Inflation Note — Redeemed
US Treasury zero coupon bond — Redeemed
Wal-Mart common stock
Mid-First Bank CD — Interest — Closed
Mid-First Bank CD — Interest — Closed
US. Savings Bonds — None
U.S. Savings Bonds — None
US Savings Bonds — None
Bank of America Dep Account Preferred — Interest
IRA £2 — Interest — Open
Morgan Stanley Bank
Trust #1 (see part VII) — Interest
AVIVA Life & Annuity #1
AVIVA Life & Annuity #2
AVIVA Life & Annuity #3
Real Estate - Sunnyvale, CA
Bunk of America
LCapital One Bank
Wells Fargo Bank
Lincoln Financial Life Insurance
Allianz Annuity
California STRS
Principal Financial Group Annuity
Sun America Annuity
Managing member, Orgamzanonal Diagnostics LLC [i company)
Agreement — 1989 — Arizona Elected Officials Retirement Plan (pension plan from prior employment as a state court judge)
Liability — Sonoma Nanonal Bank, CA — Mortgage on one-half interest in office codominium (Pr. VII Tine 12)
Income — 2013 — Arizona Elected Officials Retirement Plan — S58.820.00
Spouse's income — 2013 — Orgamzational Diagnostics, L.L.C. - earnings
Part VII, line 5: The surrender of this life insurance policy (closed 7/25/06) was inadvertenly omitted.

Part VII, lines 12, 13 and 14: The assets previously reported on these accounts are now held in the account on line 36,

Part VIL, line 88: Upoa the death [JN | became the trustee of this trust.

Part VIL, line 33: The Arizona State Retirement System is the pension system operated by the State of Arizona not a retirement account over which | have

investment control. | am unaware of the investments that are within this multi billion dollar retirement system,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4707. Public record. Not legal advice.
