Susan Paradise Baxter
2011Annual
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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.