- we v' .- new <>one days into catendat year 26 . This is my tinai Financiai Disciosure Statement covering the last 12 months pius the finai days of my term for the current year. i am a candidate for a pubiic office, and am this Financial Disciosure Statement covering the months preceding the date of this statement, from the month of 20 to the month of 20 I do soiemniy swear that the Financiai Disciosure Statement filed herewith is in ail things true and correct, and fuiiy shows information i are required to report pursuant to A. - 38--5-42. . - . If ubiic Officer or Candidate State of County of Subscribed and sworn to (or affirmed) before me this day of iflfix/{ 20 i Notaryflibiic ya 1 2.531 L9 Notary My Commission expires my Gommigsigfi Exgirgs gay M, 2M6 on (Sea!) 1 Secretary of State Office Revision November 2012 SECTEQN A: PERSQNAL 1.. Names What to disclose: Your and your spouse's names and the names of minor children of whom you have legal custody. YOUR NAME Rebeooa White Berch YOUR NAME Names 2. Souroes ot Personal Compensation What to disciose: The name and address of each employer who paid you, your spouse, or any member of your household more than $1,000 in salary, wages, commissions, tips or other forms of compensation during the period covered by this report. Describe each employers business and the services for which you or a member of your household were compensated. - Also, list of value that any other person, outside your household, received for your use or benefit of you or any member of your household. For example, if a person was paid by your employer to be your housekeeper, list that person's wages and the name of the employer. You need not disclose: Any money you or any member of your household received that was gross income paid to a business you or your household member owned. NAME AND ADDRESS or' Pueuo Graces on EMPLOYER on OTHER Soueor: Desoeienoe or BUSINESS AND MEMBER or: Houssaom or COMPENSATION OVER Paovror-:o ey Pusuc OFFICER on MEMBER or HOUSEHOLD $1,000 SEE ATTACHED Secretary of State 2 Office Revision November 2012 FINANCIAL STATEMENT ATTACHMENT Setrrpes at Perseaai Cerrtpeitsatiert FOR REBECCA WHITE BERCH Public Officer or Member of Household Name and Address of Employer or Other Source of Compensation over $1000 Description of Ernployer's Business and Services Provided by Public Officer or Member of Household Rebecca W. Berch . Supreme Court of Arizona 1501 W. Washington St. Phoenix, Az. 85007-3222 Chief Justice -- Supreme Court of Arizona Michael A. Berch Arizona State University College of Law PO. Box 877906 Tempe, Az. 85287~7906 Professor of Law (Retired 06-28-20t2) Michael A. i-3erch University of San Diego Law School Professor of Law ENCOME Michael A. Be-rah and 7 Rebecca W. Berch West Publishing Co. St. Paul, Mimesota Book Michael A. Berch Social Security Federal Government Payments Michael A. Berch VALIC Quarterly Payments Retirement Account Michael A. Berch Arizona State Retirement System Retirement Payment 2012 Financiai Disclosure Statement for Rebecca White Berch 2--A 3.. Protessionall, Dccoeationat and eosiness Licenses What to disclose: List all licenses issued to or held by you or any member of your household at anytime during the period covered by this Statement. NAME IN WHICH Pueuc Omrrcerz on HOUSEHOLD MEMBER "Wes orr LJCENSEE HOLDING License, IF Nor oa IS issuso issuso OWN NAME or: LICENSE LOCAWON OF BUSINESS Rebecca Ber-Ch :50: assumes: Law Michael A. Berch Arizona New York Retired Privilege Tax Rebecca W. Berch Jessica .3. Beret: Tempe, A2. 5514 S. We umriy Way. Tempe, A2. B5 28 3-2624 4.. Personal Creditors What to disclose: The name and address of each creditor to whom you, or a member of your household owed a personal debt over $1,000 during the period covered by this Statement debt was incurred or discharged during this period, list the date and whether it was incurred or discharged. You need not disclose: Debts resulting from the ordinary conduct of a business (disclose those in Section C). Debts on residences or recreational property, on motor vehicles not used for commercial purposes, on debts secured by cash values on life insurance, or debts you owe to relatives, personal credit card transactions or installment contracts. PERSONAL DEBTS OVER $1,000 NAME AND or? CREDITOR (oa PERSON TO WHOM ARE Nines) PUBLIC OFFKIER oa MEMBER or: Houseaom Owrno THE DEBT DATE Anoloe DISCHARGED Provident Bank Michael A. Berch Rebecca W. Berch (Mortgage) 201 1 121 incurred E3 Discharged incurred I3 Discharged E3 incurred Discharged Secretary of State Office Revision November 2012 5., Persortat Qebtors What to The name of each debtor who owed you or a member of your household a debt over $1,000 at any time during the period covered by this Statement, and the approximate value of the debt (See test page of value categories). it the debt was incurred or discharged during the period covered by this Statement, report the date and whether the debt was incurred or discharged. DEBTS OVER $1,000 OWED TO YOU PERSONALLY Pueuc Orercan on MEMBER or: HOUSEHOLD To WHOM AMOUNT BY VALUE DATE lncunneo NAME OF Desrort THE DEBT 18 Owen CATEGORY DECHARGED incurred Discharged E3 Incurred Discharged 8 incurred Discharged 5. Gifts What to disctose: The name of the donor who gave you or a member of your househoid a gift or an accumulation of gifts with a value over $500, if that gift does NOT fit into a category below. You need not dtsotose: Gifts you or a househotd member received by will, intestate succession, inter vivos (living) trusts, or testamentary trusts established by a spouse or ancestor. Gifts received from any other member of the household or relatives to the second degree of consanguinity (parents, grandparents, siblings, chitdren and grandchildren) or potiticat contributions reported on campaign finance reports. NAME OF {Jones or GIFTS OVER $500 Pueuc Omcen on MEMBER or HOUSEHOLD -- RECIPIENT Secretary of State 4 Office Revision November 2012 SECTEON B: REPQRTABLE ENTERESTS Qtfices or Fiduciary Reiationships is Businesses, or Trusts What to disclose: The name and address of each business, organization, trust or nonprofit organization or association in which you or any member of your househoid heid any office OR had a fiduciary relationship during the period covered by this Statement. Describe the office or relationship. NAME OF ORGANIZAUON AND ADDRESS NAME OF PUBLIC Orirlcea oa MEMBER OF HOUSEHOLD OFFICE OR FiouciAi=w RELATIONSHIP Nations! Conference of Bar Examiners I Board of Trustees Nationai Center tor State Courts! Chief Justices -- Board of Directors Rebecca White Berch Rebecca White Berch Board Member Board Member 8.. Qwnership or Financiai interest in Trusts, or investment Fonds What to dissiiose: The name and address of each business, trust, investment or retirement fund in which you or any member of your household had an ownership or beneficial interest of over $1,000. This inciudes stocks, partnerships, joint ventures, soie proprietorships, annuities, mutuai funds and retirement accounts. List the percentage of ownership or interest, and categorize the vaiue of the equity. (See last page for yaiue categories.) Eoonrey NAME AND Business OR OFFKZER OR MEMBER OF DESCRIPTION OF VALUE TRUST HOUSEHOLD intern:-zsr CATEGORY Rex,/Qcabig Trust Michael A. Berch Trustee See Beneficiary Attached Rebecoa W. Berch Secretary of State Office Revision November 2012 FFNANCIAL STATEMENT FOR REBECCA WHITE BERCH ATTACHMENT 8. Qvvnerehip or Financiai interest in Trusts, er investment Funds Name and Address of Public Officer or Description Equity by Business or Trust Member of Value of Household interest Category Michael A. Berch Rebecca W. Berch Michael A. Berchuand 100% 3? Revocable Living Trust Rebecca W. Berch Arizona State Retirement Plan Michael A. Berch 100% 3* P.O. Box #33910 Phoenix, Arizona 85067~3910 Michael A. Berch 100% 3* 10851 M. Black Canyon Hwy., #700 Rebecca W. Berch Phoenix, Arizona 85029-4752 -- CREF Michael A. Berch 100% 2* 730 Third Avenue New York, New York 10017-3205 University of California -- Davis Michael A. Berch 100% 1* Employee Benefits Plan Administration 300 Lakeside Drive, Floor Oakland, California 94t3'l2~3557 - CREF Rebecca W. Berch 100% 3* 730 Third Avenue New York, New York 10017-3205 Nationwide Retirement Solutions Rebecca W. Berch 100% 3* State of Arizona 4747 N. 7th St. Phoenix, Arizona 8501443553 2012 'i Revocable Living Trust. Flnanciai Disclosure Statement for Rebecca White Berch Asterisked items are property of the Michael A. Berch and Rebecca W. Berch FENANCIAL DESCLOSURE STATEMENT FOR REBECCA WI-RTE BERCH ATTAC HMENT Nationwide Retirement Solutions State of Arizona "4747 N. 7th St. . Michael A. Berch 100% 39: Phoenix, Arizona 85014-3853 Lincoln Financial Group PO. Box #2340 Ft. Wayne, Indiana 488012340 0 Rebecca W. Berch 100% 3* Public Safety Personnel Retirement System Elected Officials Retirement Plan 1020 East Missouri Avenue Phoenix, Arizona 85014-2802 Rebecca W. Beroh 100% 3* VALIC 10851 North Black Canyon l-lwy., #700 Phoenix, Arizona 85029-4782 Rebecoa W. Beach 100% 3'5: Stoker Ostler Wealth Advisers Charies Schwab 4900 N. Scottsdale Rot, #2800 Scottsdale, Arizona 85251 Michael A. Berch Rebecoa W. Bench 100% R80 510 Marquette Ave. South Minnesota 55402 Michael A. Berch Rebecoa W. Berch 100% 20'i2 Financial Disclosure Statement for Rebeoca White Berch Bonds What to disctose: Bonds issued by a singie agency worth more than $1,000 that you or a member of your household hotd, orhetd during the period covered by this Statement. lithe bonds were acquired or divested during the period, report the date that occurred. BONDS OVER $t ISSUSNG AGENCY Poetic OR NIEMBER OF HOUSEHOLD VALUE CATEGORY DATE Aoouzaeo DIVESTED Ei Acquired Divested 8 Acquired ?3 Divested E3 Acquired C1 Divested tfl. Reai Preperty Qwriership What to disctiose: Arizona real property and improvements to which you or a member of your household hoid, or heid title during the period covered by this Statement. Describe the property's iocation and approximate size. Using the vaiue categories (see iast page) report the value of your equity. if that property was acquired or divested during the period covered by this Statement, list the date and what occurred. You need not disctose: Your primary residence or property you use for personal recreation. LOCATION AND APPROXIMATE OFFICER OR MEMBER oz: oR BUSINESS EQUETY av VALUE CATEGORY DATE ACQUIRED OR DIVESTED OF ARIZONA REALTY 5618 S. Spygiass Tempe, A21. Rebecca W. Berch Jessica J. Berch Jason K. iv1cCic-zlian 1507 E. Westvvinnd Way Rebecca W. Beroh 3 -Tempe, 3531 Acquired E3 Divested iviichaet A. Berch 3 2007 i8;{Acquired E1 Divested Acquired tit Divested Secretary of State Office Revision November 2012 SECTEON C: BUSINESS ENTERESTS tt. Business Names What to disctose: The name of any business under which you or any member of your household did business during the period covered by this Statement. Include corporations, limited companies, partnerships and trade names. Using the definitions provided in statute, disclose it the business named is controiied or dependent. if the business is both controiied and dependent, rnark both boxes. PUBLIC OFFICER on MEMBER CONTROLLED nnbloe OF HOUSEHOLD BUSINESS NAME Business ADDRESS Dansnor-znr BUSINESS til Controlied E3 Dependent ii] Controlied Dependent ll] Controiied E3 Dependent Ell Controlied [3 Dependent IMPORTANT: IF A BUSINESS LISTED ABOVE DID NOT GROSS MORE THAN $10,000 OR PROVIDE MORE THAN 10% OF YOUR PERSONAL DURZNG THE PERIOD COVERED BY THIS STATEMENT, YOU DO NOT NEED TO COMPLETE THE REST OF THIS STATEMENT. 12. Controliied Business information What to disctose: The name of each controlied business you listed above, and the goods or services provided by the business. It a single oiient or customer (person or business) accounts for more than $10,000 and 25% ofthe gross income, describe what it is your business provides to that customer or client. Then, in coiumn 4, describe what the client/customers business does (it your major client is a person, leave the East column blank). if you do not have a major client, leave the last two columns blank. You need not disctose: The name of any customer or client, or the activities of any customer or ciient who is an individual rather than a business. @0033 03:2 Sggvicgs WHAT Youn Business ACTNITY or: NAME Your; gy YOUR PROVIDES To Youn MAJOR MAJOR CUSTOMER on Business BUSINESS CUSTOMER OR CUENT CLIENT 7 Secretary of State Office Revision November 2012 't3. Dependent Business irttorrnation What to disctose: The name of each dependent business, the goods or services provided by the dependent business, the goods or services provided to the major customer or ciient and the business activity it the major customer or client is a business. tithe dependent business is also a controiied business, disclose it only in response to #t2, above. You need not disctose: The name or identity of the customer or client, or the amount of income from the customer or oiient. if the customer or client is an individuai (rather than a business), you are not required to disciose that persons activities. GOODS OR SEFMCES BUSINESS or-* THE NAME OF oR SERVICES PRov:oiSb TO THE MAJOR MAJOR CUSTQNER QR BUSINESS PROVIDED at THE BUSINESS CUSTOMER oR CUENT c;_;gN7, A M. Rest Property Qwned by Business What to disoiose: Arizona reai property and improvements the titles to which were heid by a controiied or dependent business iisted above. if the business is one that deais in seat property and improvements, list the aggregate vaiue of at! paroeis held in the period covered by this Statement. Describe the property's location and approximate size. Using the value categories (see test page) report the vaiue of equity in your business. it the property was acquired or divested during the period covered by this Statement, iist that and the date. LOCATION AND APPROXEMATE SIZE PUBLIC OFFZCER oe MEMBER oe EQUITY av VALUE DATE Acoutneo on OF ARIZONA REALTY HOUSEHOLD OR BUSINESS CATEGORY Drvesrso [3 Acquired E21 Divested Acquired Divested [3 Acquired Divested El Acquired ?1 Bivested Secretary of State 3 Office Revision November 2012 t5. Bastness' Creditors What to disctose: The name and address of each creditor to which your business owed more than $10,000, if that amount was aiso more than 30% of your total business indebtedness at anytime during the period covered by this Statement. if the debt was incurred or discharged during the period covered by this Statement, report that and the date. You need not Debts resetting from a business other than a controiled or dependent business. BUSINESS DEBTS OVER $10,000 AND 30% NAME AND ADDRESS or CREDITOR (OR PERSON NAME OF CONTROLLED OR DEPENDENT QATE INCURRED TO WHOM PAYMENTS ARE MADE) (FROM ITEM 3 OR 4) DISCHARGED MA incurred [Ii Discharged E3 incurred Discharged incurred [Ii Discharged 'i0. Business' Debtors What to The name otthe debtor for each debt exceeding $10,000 owed to a controlted or dependent business which was aiso more than 30% of the totai indebtedness to the business which was owed' at any time during the preceding caieridar year. it the debt was incurred or discharged during the year, iist that and the date. List value category. DEBTS OVER $3 0,000 AND 30% OWED TO YOUR BUSWESS NAME OF CONTROLLED OR AMOUNT sy DATE INCURRED ANWOR DEPENDENT BUSINESS TO W1-ioiut VALUE: NAME OF Daeroe THE DEBT is Owen CATEGORY Ct incurred C3 Discharged incurred Discharged Vatee Categories: (trorn ARS Category 't A $1,000 to $25,000 Category 2 More than $25,000 to 00,000 Category 3 A More than $100,000 9 Secretary of State Office Revision November 2012