Andrew T. Baxter
2013Annual
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What was filed
24
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust £1
- Princeton Alumni Association of Central New York
As filed
State Farm Bank (Account) — Interest — Open
First Niagara (Accounts) — Interest
Capital One (Account) — Interest — Closed
H) Trust 21
First Citizens National Bank (Dep. Acct.) — Interest
Real Estate Parcel #1, Potter Cty., PA — None
Real Estate Parcel #2, Potter Cty, PA — None
Real Estate Parcel £3, Potter Cty., PA (wi gas lease) — Rovalty
Real Estate Right of Way, Potter Cty, PA — None
H)UBS IRA #1
Fidelity Advisor Equity Growth Fund. Class A — None
Fidelity Advisor Value Strategies Fund, Class A — Int/Div
Fidelity Advisor Growth Opportunities Fund, Class C — None
Fidelity Advisor Small Cap Fund, Class A — Int/Div
Oppenheimer Global Opportunities Fund, Class A — None
UBS Global Allocation Fund, Class A — Int/Div — Sold (part)
1/4 interest in Acacia Life Ins. Co. whole life policy #1 — Int/Div
1/4 mterest m Acacia Life Ins. Co. whole life policy #2 — Int/Div
1/4 interest in Acacia Life Ins. Co. whole life policy #3 — Int/Div
1/4 interest m Acacia Life Ins. Co. whole life policy #4 — Int/Div
1/4 mterest in Acacia Life lus, Co. whole life policy #5 — Int/Div
1/4 mterest m Acacia Life Ins. Co. whole life policy #6 — Int/Div
1/4 interest in MONY Life Ins. Co. (AXA) whole life policy — Int/Div
Real Estate Parcel #4, Potter County, PA — None
Co-Trustee (1 of 4), Trust £1
Vice President, Princeton Alumni Association of Central New York
Asset # 8: Income consists of royalty on gas storage lease from National Fuel Gas Supply Corp.
Asset # 9: The value of the right of way relating to other parcels in Potter County, PA was purchased, on 8/[ 6/2004, for $2,500 by the donor to the trust, a relative,
Assets #4 17-23: 100% cash value and dividends reported, although judge owns 1/4 interest in policies (on the life of a relative).
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