Susan Paradise Baxter

2011Annual

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

  • 36

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Evelyn Lincoln Institute for Ethics and Society of Mercyhurst College. Erie. Pa
  • Salary and Bonus- Dermatology Associates of Ene

As filed

MORGAN STANLEY IRA

PNC Bank. Ene. Pa — Int/Div

ALLIANCE GROWTH FUND CLASS B — Int/Div

PNC BANK RETIREMENT ACCOUNT (SPOUSE) — Int/Div

AIM EQUITY INC CHARTERED FUND — Int/Div

AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND — Int/Div

AMERICAN FUNDS NEW PERSPECTIVE FUND — Int/Div

AMERICAN SMALLCAP WORLD FUND — Int/Div

NAVY FEDERAL CREDIT UNION SAVING ACCOUNT — Int/Div

PNC BANK CD — Interest

PENNSYLVANIA TUITION ACCOUNT PROGRAM — None

MEDICAL OFFICE BUILDING ERIE. PA — Rent

MEDICAL OFFICE BUILDING ANNEX ERIE. PA — Rent

US.SAVINGS BONDS — Interest

PNC BANK BROKERAGE ACCOUNT

JP MORGAN EMERGING MARKETS EQUITY FUND — Int/Div — Buy

T.ROWE PRICE MID CAP VALUE — Int/Div

FEDERATED KAUFMAN SMALL CAP FUND — Int/Div

AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA — Int/Div — Buy

AMERICAN FUNDS GROWTH FUND — Int/Div

AMERICAN FUNDS EURO PACIFIC FUND — Int/Div

FRANKLIN SMALL CAP VALUE — Int/Div

EATON VANCE MULTI-CAP GROWTH — Int/Div

BLACKROCK INTERNATIONAL OPPORTUNITIES PORTFOLIOP — Int/Div

DEPENDENT ACCOUNTS: UBS FINANCIAL ERIE PA

UBS FINANCIAL ERIE PA — Int/Div

UBS FINANCIAL ERIE PA — Int/Div

Single Family Home — None — Sold

AllanceBemstem Growth Fund — Distribution — Sold

AllianceBemstein Bond Fund — Distribution — Sold

Oppenheimer Main Street Growth Fund — Distribution — Sold

Oppenheimer Total return Fund — Distribution — Sold

Van Kampen Equity and Income — Distribution — Sold

Investment Company of America — Distribution — Sold

First Niagara Band — Interest — Closed

Citizens Bank — Interest — Closed

Advisory Board Member, Evelyn Lincoln Institute for Ethics and Society of Mercyhurst College. Erie. Pa

Spouse's income — 2011 — Salary and Bonus- Dermatology Associates of Ene

In the July 11.2012 letter from the Judical Conference. it was indicated that the the 2010 report listed a "single family home * as investment income. In fact. the

2011 report only lists this as an asset with income as "NONE". This property was purchased [i by Judge Baxter and was never rented out/

na income ever produced. This asset was subsequently sold in 2011, which is detailed in Section 1

This sale has also been listed in Section VII

The July 11 letter references the "PA Tuition Assistance Program" and indicates the report does not list individual assets. This program does not purchase

individual assets but purchases individual credits. As such. there are no holdings to report . ony the value of the credits purchased.

3) The July 11 letter identifies certain assets acquired during 2011. The information required is now available in Section VII, There is no gain as these assets are

still owned.

4) The July 11 letter identifies assets listed in the 2010 report which were initially omitted from the 2011 report. This has been rectiified as these items are now

included in Section VII.

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.

Susan Paradise Baxter | Frix