John R. Adams
2014Annual
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What was filed
27
investments
3
positions
0
gifts
0
agreements
4
debts
0
reimbursements
0
income
0
spouse income
Named parties
- VII
- Cruardianship #1 (See Part VII)
- (FBO of I -->ec Part VIII)
- (FBO of I --Scc Part VIII)
- Westfield Bank, fka Valley Savings Bank
- Kevbank
- Cin- Cards
As filed
Rental Property, Fairlawn Ohio — Rent — VII
First Merit Common Stock — Int/Div
Fidelity Contrafund — Int/Div
Stifel Nicolas: Contrafund — Int/Div
Northwestern Mutual Life Ins. (Whole Life) No. — Int/Div
Northwestern Mutual Life Ins. (Whole Life) No.2 — Int/Div
Janus Growth & Income Fund — Int/Div
Amencan Funds: AmCap Fund Inc. CL F — Int/Div
American Balanced Fund Inc. C1 F — Int/Div
American High Inc. Tr. CI F — Int/Div
Eaton Vance World Wide Health Services — Int/Div
Fidelity Advisor Fund C1 A — Int/Div
Northwestern Mutual Inv. Services Mn Mkt. Fund — Int/Div
Westfield Bank Checking fka Valley Savings Bank — Interest
Westfield Bank Money Market Savings — Interest
T. Rowe Price New Era (X) — Int/Div
Retirement Account
First Merit Common Stock — Int/Div
American Funds: AMCAP Fund Class F — Int/Div — Sold (part)
American High Income Tr. C1 F — Int/Div
American Balanced Fund C1. F — Int/Div
Eaton Vance World Wide Health Sciences — Int/Div
Fidelity Advisor Fund CIA — Int/Div
T. Rowe Price New Era (X) — Int/Div
International Growth & Income — Int/Div — Buy
New World Fund Class € — Int/Div — Buy
Remainder Interest in Ohio Property — None
Guardan, Cruardianship #1 (See Part VII)
Custodian, (FBO of I -->ec Part VIII)
Custodian, (FBO of I --Scc Part VIII)
Liability — Westfield Bank, fka Valley Savings Bank — Mortgage on Residence/Rental (Duplex)
Liability — Kevbank — Credit Line
Liability — Kevbank — Credit Card
Liability — Cin- Cards — Credit Card
1) Part I, page 1, line |---Guardianship #1 - The undersigned serves as Guardian of the Person (medical & person decisions only, not financial)
Ward is physically and mentally disabled as a result of cerebral palsy. The undersigned has served as Guardian since 1984,
2) Part |, page 1, line 2---The Akron Roundtable is a non-profit organization that provides a monthly current issues forum for
purposes of presenting prominent speikers to the Akron and northeast Ohio area.
3) Part |, page 1, line 3---The undersigned is custodian for the proceeds of a personal injuty settlement for the benefit o (i EEG_———
4) Part], page |, line 4-—The undersigned is custodian for the proceeds of a personal injury settlement for the benefit of «| EGG_—_
5) Part VII, page 4. line 1---Rental property (duplex), located in the County of Summit, State of Ohio was appraised as part of refinancing in September, 2010,
6) Part VII, page S, line 24, Remainder Interest in Ohio Real Estate
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