John R. Adams

2015Annual

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Pull out the substance of this filing.

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.

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John R. Adams | Frix