John R. Adams
2015Annual
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What was filed
27
investments
4
positions
0
gifts
0
agreements
4
debts
0
reimbursements
0
income
0
spouse income
Named parties
- VII
- Cruardianship #1 (See Part VII)
- (FBO of Disabled Parent--See Part VII)
- (FBO of Grand Nephew--See Part VIII)
- (FBO of Grand Niece--See 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 — Sold
Northwestern Mutual Life Ins. (Whole Life) No.2 — Int/Div — Sold
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
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
New World Fund Class € — Int/Div
Remainder Interest In Ohio Property — None
Guardan, Cruardianship #1 (See Part VII)
Power of Attormey, (FBO of Disabled Parent--See Part VII)
Custodian, (FBO of Grand Nephew--See Part VIII)
Custodian, (FBO of Grand Niece--See 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 undersigned is custodian for the proceeds of 4 personal injuty settlement for the benefit of a minor grand nephew.
3) Part I, page 1, line 3---The undersigned is custodian for the proceeds of a personal injury settlement for the benefit of a mmor grand niece.
4) Part |, page 1, line 4---The undersigned is Power of Attomey for a disabled parent,
5) Part VII, page 4, line 1---Rental property (duplex), located in the County of Summit, State of Ohio was appraised as purt of refinancing in September, 2010.
6) Part VII, page 5, line 24, Remainder Interest in Ohio Real Estate
7) Pro Bono legal services received from Judicial Watch, Ine, related to & confidential matter.
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.