# Susan J. Dlott > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/9465 ## Record - **Judge:** Susan J. Dlott - **Year:** 2012 - **Report type:** Annual - **Pages:** 14 ## Text BOND-GREEN OHIO INCOME TAX REV COMM. LEARNING CENTER — Interest BOND - MIAMI UNIVERSITY OHIO GENERAL RECEIPTS REVENUE 2.0% — Interest ACCENTURE PLC - Johnson Investments acent — Int/Div — Buy BOND - KENTUCKY RURAL WATER FINANCING CORP 4.00% — Interest BOND - KENTUCKY ASSOC. OF COUNTIES FINANCING 4.250% — Interest ORACLE CORPORATION - Johnson Investments accent — None — Buy E VANCE INC FUND OF BOSTON Johnson Investments acent — Int/Div — Buy CASH held in custodian at Johnson Invenstments — None CASH held in custodian at Johnson Investements ) — None Womens capital club partnership (2.5% onwership) — None TORTOISE MLP & PIPELINE - Johnson Investments accent # — Int/Div — Buy STATE OF OHIO HIGHER EDUCATION FACILITIES 5.00% — Interest — Sold FIFTH THIRD BANK CHECKING ACCTS — Interest BOND - PORTAGE COUNTY OHIO GENERAL OBLIGATION LTD 4 000% — Interest AIR PRODUCTS AND CHEMICALS Johnson Investments acent — Int/Div — Buy (add'l) CHEVRON CORP - Johnson Investments acent — Int/Div MICROSOFT CORP - Johnson Investments. acent fi — Int/Div — Sold (part) PEPSICO INC - Johnson Investements acent — Int/Div JOHNSON FIXED INCOME FUND Johnson Investments accent — Int/Div BHP BILLITON LTD ADR - Johnson Investments acent — Int/Div CONOCOPHILLIPS « Johnson Investments acent — Int/Div PROCTER & GAMBLE CO - Johnson Investments acent — Int/Div — Sold (part) CISCO SYSTEMS - Johnson Investments accent — Int/Div QUALCOMM. INC. - Johnson Investments acent — Int/Div — Buy QUALCOMM. INC. - Johnson Investments accent — None — Buy (add'l) EXXON MOBIL CORPORATION Johnson Investments accent — Int/Div JOHNSON & JOHNSON - Johnson Investments accnt — Int/Div BECTON, DICKSON AND COMPANY Johnson Investments acent — Int/Div IDEX - Johnson Investments accent — None — Buy GAHANNA OHIO GEN 5.0% DUE 12/1718 DATED 9/1/08 — Interest OWENS & MINOR INC HOLDING COMPANY - Johnson Investment — None — Buy MENTOR OHIO GEN 5.0% DUE 12/1/15 DATED 1/1/08 — Interest PHILLIPS 66 - Johnson Investments accent — Int/Div — from line 21) UNIVERSITY OF CINCINNATI GEN 40% DUE 1/12 DATED Y1/05 — Interest — Matured BOND - OHIO HOUSING FINANCY AGENCY MORT REV. 3.95%.DUE 9/1/15 — Interest AON PLC - Johnson Investments accent — Int/Div — Buy PICKERINGTON OHIO LOCAL SCHOOL. 4.125%. DUE 12/1/16 — Interest APPLE INC - Johnson Investments accnt — None — Buy 3M COMPANY SHARES - Johnson Investments acent — Int/Div CINCINNATI FINANCIAL CORP SHARES - Johnson Investments acent — Int/Div — Sold (part) DOMINION RESOURCES SHARES Johnson Investments acent — Int/Div EMERSON ELECTRIC COMPANY Johnson Investments acent — Int/Div THORNBURG INTERNATIONAL VAL Johnson Investements acent — Int/Div JOHNSON CONTROLS - Johnson Investments accent — Int/Div ROCHE HOLDINGS LTD - ADR - Johnson Investments acent — Int/Div — Sold BAKER HUGHES, INCORPORATED Johnson Investments acent — Int/Div — Buy BOND - STATE OF OHIO BLDG AUTH REV.S%. DUE 1v1/17 — Interest LINEAR TECHNOLOGY CORP - Johnson Investments acent — Int/Div OHIO MUNI ELECTRIC GENERATION AGENCY REV CALLABLE 2-15-14 — Interest ROYAL DUTCH SHELL PLC - Johnson Investments accent — Int/Div STAPLES, INC.QUALCOMM, INC Johnson Investments acent — Int/Div — Buy STAPLES, INC.QUALCOMM, INC Johnson Investments acent — None — Sold NESTLE A SPONSORED ADR - Johnson Investments acent — Int/Div FUEL SYSTEMS SOLUTIONS INC Wells Fargo acct — None MOLYCORP INC - Wells Fargo acct — None — Sold MANITOWOC COMPANY INC - Wells Fargo acct — None — Sold MINDRAY MEDICAL INTL LTD - Wells Fargo acct — Int/Div — Sold PEPSICO INCORPORATED - Johnson Investments acent — Int/Div — Sold PETROLEO BRASILEIRO - SA - Wells Fargo acct — Int/Div POLO RALPH LAUREN CORP - Wells Fargo acct — Int/Div — Buy (add'l) TATA MOTORS LTD - SPNS ADR - Wells Fargo acct — Int/Div MASON OHIO GEN 4% DUE 1202120 — Interest NORTH OLMSTED OHIO GEN. 5.250% DUE 12120 — Interest OHIO STATE HOUSING FINANCE AGENCY REV 3.7% DUE 12/116 — Interest — Sold (part) HOSPITALITY PROPERTIES REIT TRUST - Wells Fargo acct — Int/Div MARVELL TECHNOLOGY GROUP LTD - Wells Fargo acct — Int/Div MASCO CORP - Wells Fargo acct — Int/Div BEAVERCREEK OHIO CITY SCHOOL DISTRICT 4.75%, — Interest DUBLIN OHIO CITY SCHOOL DISTRICT FAC. 4.0% — Interest KENTON CTY. KY SCHOOL DISTRICT FINANCE 4.5% — Interest KENTUCKY STATE PROP AND BLDG, COMMISSION 5.0% — Interest RISING SUN IN. SCHOOL BLDG. CORP, 1 R% — Interest — Sold WALGREEN COMPANY - Johnson Investments acent — Int/Div DANAHER CORPORATION - Johnson Investments acent — Int/Div — Buy VALLEY FORGE COMPOSITE TECHNOLOGY - Wells Fargo acct — None — Sold (part) NEXTERA ENERGY INC - Wells Fargo acct — Int/Div EMC CORPORATION - Johnson Investments acent — None — Buy NORFOLK SOUTHERN CORP. - Johnson Investments accut — Int/Div — Sold POTASH CORP OF SASKATCH, INC Johnson Investment acct — Int/Div PEPSICO INCORPORATED - Wells Fargo acct — Int/Div NOVARTIS - Wells Fargo acct — Int/Div JOHNSON & JOHNSON - Johnson Investments acent — Int/Div PIMCO COMMODITY REAL RETURN STRAT FD - ML acct — Int/Div — Buy PROLOGIS INC - Wells Fargo acct — Int/Div ALLERGEN INC - Wells Fargo acct — Int/Div HILL-ROM HOLDINGS INC. - Johnson Investments acent — None — Buy CASH MERRILL LYNCH — None APPLE INC - Wells Fargo acct — Int/Div AMDOCS LTD - Wells Fargo acct — None — Sold JOHNSON FIXED INCOME FUND Johnson Investments acct — Distribution INDUSTRIAL SECTOR SPDR - Wells Fargo acct — Int/Div — Sold ISHARES MSC EAFE INDEX - Wells Fargo acct — None — Sold ISHARES TR MSCI EMERGING - Wells Fargo acct — None — Sold ORACLE CORPORATION - Johnson Investments scent — Int/Div — Buy PRICELINE.COM INC - Johnson Investments accut — None — Buy NYSE EURONEXT - Wells Fargo acct — Int/Div PETMED EXPRESS INC - Wells Fargo acct — Int/Div SCHLUMBERGER LTD - Wells Fargo acct — Int/Div — Sold THORNBURG INTL VALUE- Johnson Investments acent — Int/Div SUNCOR ENERGY INC - Wells Fargo acct — Int/Div AT&T INC. - Wells Fargo acct — Int/Div FEDERATED OHIO MUNICIPAL CASH TRLST — Interest CONSTELLATION BRANDS INC CL A Wells Fargo acct — None — Sold NORFOLK SOUTHERN CORP. - Johnson Investments accent — Int/Div — Buy GENERAL ELECTRIC COMPANY - ML acct # — None — Buy NATIONAL POWER CORP - ML acct — None — Buy PROCTER & GAMBLE CO - Johnson Invenstments accent — Int/Div DOMINION RESOURCES - Johnson Investments accent — Int/Div EMERSON ELECTRIC CO- Johnson Investments cent — Int/Div MICROSOFT CORPORATION - Johnson Investments acent — Int/Div NESTLE S A SPONSORED ADR Johnson Investments acent — None — Buy AVENTURA, LLC - RENTAL PPTY AVENTURA. FL — Rent — Sold — Acpphi MILFORD ONE, LLC - RENTAL PPTY MILFORD, OH — None NORTHWESTERN WHOLE LIFE POLICY — None NORTHWESTERN WHOLE LIFE POLICY — None CASH WELLS FARGO ( — Interest COLORADO ST HIGHER ED CAPITAL CONST. - 5% CERTIFICATES — Interest — Buy QUALCOMM, INC. - Johnson Investments acent — Int/Div — Buy ROYAL DUTCH SHELL - Johnson Investments acent — Int/Div — Buy UNION PACIFIC CORPORATION Johnson Investments acent — Int/Div — Buy WALT DISNEY CORPORATION Johnson Investments accent — Int/Div — Buy CVS CORPORATION - Johnson Investments acent — None — Buy JOHNSON CONTROLS INC. - Johnson Investments acent — Int/Div — Buy TORTOISE MLP & PIPELINE - Johnson Investments acent — Int/Div — Buy CHEVRON CORP - Johnson Investments acent — Int/Div — Buy HARTFORD CAP APPREC FD C - ML acet — Int/Div — Buy CSX CORP - Wells Fargo acct — Int/Div — Buy GOOGLE INC CL A - Wells Fargo acct — None — Buy LULULEMON ATHLETICA INC - Wells Fargo acct — None — Buy FS NETWORKS - Johnson Investments acct — None — Buy SODASTREAM INTERNATIONAL LTD Wells Fargo acct — None — Buy WELLPOINT INC - Wells Fargo acct — Int/Div — Buy GENERAL MILLS INC - Wells Fargo acct — None — Buy APPLE INC - Johnson Investments acct — None — Buy GS FINL SQ MMKT INSTL - Wells Fargo acct — Int/Div — Buy GS FINL SQ MMKT INSTL - Wells Fargo acct — None — Sold (part) GS FINL SQ MMKT INSTL - Wells Fargo acct — None — Sold (part) GS FINL SQ MMKT INSTL - Wells Fargo acct — None — Sold (part) GS FINL SQ MMKT INSTL - Wells Fargo acct — None — Sold (part) AGIC CONV & INCOME FD 11 - ML acct — Int/Div — Buy BLACKROCK HIGH INCOME - ML acct — Int/Div — Buy BLACKROCK CORP HY FUND - ML acct — Int/Div — Buy BLACKROCK GLOBAL ALLOCATION FUND INC C - ML acct — Int/Div — Buy CO-PERSONAL REPRESENTATIVE, ESTATE EXECLTOR, ESTATE BOARD MEMBER AND EXECUTIVE COMMITTEE MEMBER, YWCA POLICIES EXIST, BUT ARE NOT LISTED AS THEY HAVE NO CASH SURRENDER VALUE IN 2012. LINES 138, 139, 140, 141 AND 142 ARE ALL ASSOCIATED WITH GS FINL MMKT INSTL AND REPORT ALL 2012 ACTIVITY FOR THIS MONEY MARKET INVESTMENT. WITHIN THE 2011 FDR, THIS ACTIVITY WAS DISCLOSED ON LINES 85 AND 89. THERE WAS NOT ENOUGH ROOM TO REPORT ALL OF THE 2012 ACTIVITY ON LINES 85 AND £9, AND THEREFORE, LINES 138, 139, 140, 141 AND 142 WERE USED. PART I. POSITIONS: JUDGE DLOTT SERVES AS CO REPRESENTATIVE OF ESTATE - SHE HAS NO INTEREST IN THE TRUST AND DOES NOT MANAGE OR CONTROL THE ASSETS OF THE TRUST - SO THERE IS NOTHING REPORTED ON INVESTMENT TAB IN ACCORDANCE WITH FILING INSTRUCTIONS AND DIRECTION FROM PRIOR YEARS. PART 1. POSITIONS: JUDGE DLOTT SERVES AS EXECUTOR OF ESTATE - SHE HAS NO INTEREST IN THE TRUST AND DOES NOT MANAGE OR CONTROL THE ASSETS OF THE TRUST - SO THERE IS NOTHING REPORTED ON INVESTMENT TAB IN ACCORDANCE WITH FILING INSTRUCTIONS. JUDGE DLOTT FILES A TAX RETURN SEPERATE FROM HER SPOUSE (LE. NOT A JOINT TAX RETURN). AS SUCH, THE ASSETS ARE NOT REPORTED WITHIN THIS FEDERAL DISCLOSURE REPORT, WHICH IS CONSISTENT WITH HISTORICAL FILINGS. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9465. Public record. Not legal advice.