# John E. Jones 3 > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13877 ## Record - **Judge:** John E. Jones 3 - **Year:** 2014 - **Report type:** Annual - **Pages:** 23 ## Text BUNKER HILL GOLF COURSE IN( ] — Iistnbution WILLOW HOLLOW GOLF COURSE INC - I — Distribution WEDGEWOOD GOLF COURSE INC [ — istnbution HIDDEN VALLEY GOLF COURSE INC A — Distribution FAIRVIEW GOLF COURSE INC ] — Distribution AUBURN GOLF CAR CO. INC ] — Distribution PARKWAY ANTHRACITE INC [ — None PAT MAR CO. INC. - mmm [ — Distribution NATIONWIDE - ANNUITY — Interest RIVERVIEW BANK - CHECKING — None QUALITY VENDING INC - 50% INTEREST — None — Sold — FREW LOAN RECEIVABLE - PHOENIX CONTRACTING — Interest CHEVRON - CVX COMMON STOCK IRA — Int/Div — Sold GE COMMON STOCK - IRA — Int/Div — Sold (part) MRK COMMON STOCK - IRA — Int/Div PEP COMMON STOCK - IRA — Int/Div PFE COMMON STOCK «IRA — Int/Div SIRIUS SATELLITE RADIO - COMMON STOCK — None — Sold FIDELITY REAL ESTATE INCOME FUND - MUTUAL FUND - FRIFX — Int/Div FIDELITY INVESTMENT « M/M FUND — Int/Div — Redeemed VERIZON - COMMON STOCK - IRA — Int/Div — Sold (part) WELLS FARGO & CO - COMMON STOCK - IRA - WFC — Int/Div UNITED PARCEL SERVICE CL B COMMON STOCK - IRA — Int/Div INTEL CORP «- COMMON STOCK = IRA — Int/Div MICROSOFT CORP - COMMON STOCK IRA — Int/Div FIDELITY FUND (FFIDX) - MUTUAL FUND — Int/Div S&P MID CAP 400 - MDY — Int/Div — Sold SUSQUEHANNA BANK (SUSQ) — Int/Div — Sold AMERICAN CENTURY MID CAP VALUE - ACMVX — Int/Div BRIDGEWAY LARGE CAP GROWTH BRLGX — Int/Div FIDELITY BALANCED FBALX — Int/Div — Sold VANGUARD US VALUE VAVLX — Int/Div WALT DISNEY CO — Int/Div PHOENIX CONTRACTING - pm [] — None GENERAL MOTORS CO -GM — None — Sold FIDELITY CONTRA FUND « FONTX — Int/Div HEARTLAND VALLE PLUS < HRVIX — Int/Div TCW EMERGING MARKETS INCOME TGINX — Int/Div AT&TINC-T-IRA — Int/Div CONOCO PHILLIPS < COP « IRA — Int/Div JOHNSON AND JOHNSON -< INJ - IRA — Int/Div ELILILLY & CO -LLY «IRA — Int/Div EMERSON ELECTRIC « EMR - IRA — Int/Div DUPONT EI DE NEMOURS DD - IRA — Int/Div VANGUARD INDEX FDS TOTAL STOCK -VTI — Int/Div — Sold BLACKROCK MUNIHOLDINGS QUALITY FD II - MUE — Int/Div — Sold MORGAN STANLEY DW DISC SRMTRIS (TRUST!) — Interest — Distnbuted SUNTRUST BANK ATLANTA CD INDEX ZERO (TRUST I) — Interest — Sold SUNTRUST BANK ATLANTA CD (TRUST I) — Interest — Distributed WELLS FARGO & CO FIX FIT NT (TRUST I) — Interest — Distnibuted SUNTRUST MONEY MARKET A/C (TRUST I) — Interest — Redeemed SUNTRUST BK ATLANTA GA CD (TRUST 2) — Interest — Sold SUNTRUST MONEY MARKET A/C (TRUST 2) — Interest — Redeemed PIMCOINVGRBONDCLD — Int/Div API EFFICIENT FRON CLC — Int/Div — Sold ADVANTAGE MM AX OPPENHEIMER — Interest AT&T INC «COMMON - TRUST 1 — Int/Div — Distnbuted DUKE ENERGY CORP - TRUST 1 — Int/Div — Distnbuted JOHNSON & JOHNSON - TRUST 1 — Int/Div — Distributed ELILILLY & CO -TRUST — Int/Div — Distnbuted MERCK & CO -TRUST — Int/Div — Distnbuted PEPSICOINC -TRUST — Int/Div — Distnbuted PFIZER - TRUST — Int/Div — Distributed PHILIP MORRIS INTL - TRUST — Int/Div — Distnbuted VERIZON COMMUNICATIONS - TRUST 1 — Int/Div — Distnbuted AT&T INC « COMMON - TRUST 2 — Int/Div — Sold DUKE ENERGY CORP - TRUST 2 — Int/Div — Sold GENERAL MILLS INC - TRUST 2 — Int/Div — Sold JOHNSON & JOHNSON - TRUST 2 — Int/Div — Sold ELILILLY & CO -TRUST 2 — Int/Div — Sold MERCK & CO - TRUST 2 — Int/Div — Sold PEPSICO INC « TRUST 2 — Int/Div — Sold PFIZER - TRUST 2 — Int/Div — Sold PHILIP MORRIS INT'L - TRUST 2 — Int/Div — Sold VERIZON COMMUNICATIONS - TRUST 2 — Int/Div — Sold SUN TRUST BK ATLANTA CD - TRUST 2 — Interest — Sold MORGAN STANLEY DW DIS NOTE TRUST 2 — Interest — Sold WELLS FARGO & CO FIX FH NOTE TRUST 2 — Interest — Sold AQUA AMERICA INC — Int/Div — Sold CITIZENS & NORTHERN CP — Int/Div — Sold COMCAST CORP — Int/Div — Sold GLOBE SPECIALTY METALS — Int/Div — Sold ICG GROUP INC — None — Sold NATIONAL OILWELL VARCO — Int/Div — Sold POWERSHARES QQQ TR SER 1 — Int/Div — Sold STARBUCKS CORP — Int/Div — Sold WINDSTREAM HOLDINGS — Int/Div — Sold BRIDGEWAY ULTRA SMALL COMKT — Int/Div FIDELITY SELECT BIOTECH — Int/Div TROWE PRICE BLUE CHIP GR — Int/Div PERMANENT PORTFOLIO — Int/Div VANGUARD BALANCED INDEX — Int/Div ABBVIE INC - IRA — Int/Div DARDEN RESTAURANTS - IRA — Int/Div — Sold ROYAL DUTCH SHELL ADR CL A - IRA — Int/Div AMGEN «IRA — Int/Div APPLE INC - IRA — Int/Div ARTISAN PARTNERS ASSET MGMT IRA — Int/Div BB&T- IRA — Int/Div — Sold BLACKROCK INC - IRA — Int/Div CENTERPOINT ENERGY INC «IRA — Int/Div DOW CHEMICAL - IRA — Int/Div DUKE ENERGY - IRA — Int/Div FT UNIT 4274 INT RATE HEDGE - IRA — Int/Div — Sold (part) FIRST TR EXCHANGE - CONSUMER IRA — Int/Div — Sold FIRST TR EXCHANGE - CONSUMER IRA — Int/Div — Sold FIRST TR EXCHANGE « ENERGY - IRA — Int/Div — Sold (part) FIRST TR EXCHANGE - FINANCIAL IRA — Int/Div — Sold (part) FIRST TR EXCHANGE - HLTHCARE IRA — Int/Div — Sold FIRST TR EXCHANGE - INDS PRDCT IRA — Int/Div — Sold (part) FIRST TR EXCHANGE - MATERIALS IRA — Int/Div — Sold FIRST TR EXCHANGE « TECHNOLOGY — Int/Div — Sold FIRST TR EXCHANGE - UTILITIES IRA — Int/Div — Sold JP MORGAN CHASE - IRA — Int/Div KLA « TENCOR CORP - IRA — Int/Div MACY'S INC - IRA — Int/Div MATTEL INC «IRA — Int/Div — Sold NEW YORK COMMUNITY BANK - IRA — Int/Div NEXTERA ENERGY INC «IRA — Int/Div PHILIP MORRIS INT'L «IRA — Int/Div SUNTRUST BK ATLANTA CD «IRA — Interest TOTAL SASPON ADR - IRA — None WILLIAMS COS INC «IRA — Int/Div BANCO POPULAR DE PRCD — Interest — Sold LYONDELLBASELL INDUSTRIES TRUST — Int/Div — Distributed DARDEN RESTAURANTS - TRUST 1 — Int/Div — Distnbuted ROYAL DUTCH SHELL ADR EA TRUST) — Int/Div — Distnbuted SEAGATE TECHNOLOGY PLC - TRUST 1 — None — Distnbuted ABBVIE INC - TRUST — Int/Div — Distributed AMGEN INC <= TRUST 1 — Int/Div — Distnbuted APPLE INC - TRUST — Int/Div — Distnbuted ARTISAN PARTNERS ASSET MGT TRUST 1 — Int/Div — Distnbuted BB&T CORP - TRUST 1 — Int/Div — Distributed BLACKROCK INC < TRUST 1 — Int/Div — Distnbuted CENTERPOINT ENERGY INC - TRUST) — Int/Div — Distnbuted CHEVRON CORP - TRUST 1 — Int/Div — Distnbuted CONOCO PHILLIPS - TRUST — Int/Div — Distnbuted DOW CHEMICAL CO-TRUST 1 — Int/Div — Distnbuted DUPONT El DEMOURS - TRUST 1 — Int/Div — Distributed EMERSON ELECTRIC « TRUST — Int/Div — Distributed GENERAL ELECTRIC CO -TRUST — Int/Div — Distnbuted INTEL CORP - TRUST 1 — Int/Div — Distnbuted JP MORGAN CHASE - TRUST 1 — Int/Div — Distributed KLA - TENCOR CORP - TRUST! — Int/Div — Distnibuted MACY'S INC - TRUST — Int/Div — Distnbuted MATTEL INC «TRUST 1 — Int/Div — Distnibuted MICROSOFT CORP - TRUST 1 — Int/Div — Distributed NEW YORK COMM BANK - TRUST — Int/Div — Distributed NEXTERA ENERGY INC - TRUST — Int/Div — Distnbuted TOTAL SASPON ADR EA - TRUST 1 — Int/Div — Distnbuted UNITED PARCEL SVC INC «TRUST 1 — Int/Div — Distributed WELLS FARGO & CO -TRUST 1 — Int/Div — Distnbuted WILLIAMS COS INC - TRUST 1 — Int/Div — Distnbuted ABBVIE INC - TRUST 2 — Int/Div — Sold LYONDELLBASELL IND - TRUST 2 — Int/Div — Sold AMGEN INC < TRUST 2 — Int/Div — Sold APPLE INC - TRUST 2 — Int/Div — Sold ARTISAN PARTNERS ASSET - TRUST 2 — Int/Div — Sold BB&T - TRUST 2 — Int/Div — Sold BLACKROCK INC - TRUST 2 — Int/Div — Sold CMS ENERGY CORP - TRUST 2 — Int/Div — Sold CENTERPOINT ENERGY - TRUST 2 — Int/Div — Sold CHEVRON CORP - TRUST 2 — Int/Div — Sold CONOCO PHILLIPS - TRUST 2 — Int/Div — Sold DARDEN RESTAURANTS - TRUST 2 — Int/Div — Sold DOW CHEMICAL - TRUST 2 — Int/Div — Sold DUPONT EL DE NEMOURS - TRUST 2 — Int/Div — Sold EMERSON ELECTRIC CO «TRUST 2 — Int/Div — Sold GENERAL ELECTRIC CO - TRUST 2 — Int/Div — Sold INTEL CORP - TRUST 2 — Int/Div — Sold JP MORGAN CHASE - TRUST 2 — Int/Div — Sold KLA-TENCOR CORP - TRUST 2 — Int/Div — Sold MACY'S INC - TRUST 2 — Int/Div — Sold MATTEL INC < TRUST 2 — Int/Div — Sold MICROSOFT - TRUST 2 — Int/Div — Sold NEW YORK COMM BK - TRLST 2 — Int/Div — Sold NEXTERA ENERGY INC - TRUST 2 — Int/Div — Sold ROYAL DUTCH SHELL ADR - TRUST 2 — Int/Div — Sold UNITED PARCEL SVC INC = TRUST 2 — Int/Div — Sold WELLS FARGO & CO - TRUST 2 — Int/Div — Sold WILLIAMS COS INC - TRUST 2 — Int/Div — Sold WILLIAMS COS INC - TRUST 2 — Int/Div — Distributed RIVERVIEW BANK = SAVINGS ACCT — Interest HOME DEPOT INC «IRA — Int/Div — Buy FIRSTTREXCHTRFD II TECH «IRA — Int/Div — Buy SEAGATE TECH PLC «IRA — Int/Div — Buy LYONDELLBASELL IND «IRA — Int/Div — Buy FIRST TR LARGE CAP «IRA — Int/Div — Buy FIRST TR NASDAQ CMMTY - IRA — Int/Div — Buy FIRST TR ALPHA EVR - IRA — Int/Div — Buy FIRST TR ALPHA EMER - IRA — Int/Div — Buy LECKHEED MARTIN «IRA — Int/Div — Buy OCCIDENTAL PETE « IRA — Int/Div — Buy SUNTRUST BK DEP SWEEP - IRA — Interest — Open CALIFORNIA RES CORP «IRA — Int/Div — Buy CALIFORNIA RES CORP - IRA — Int/Div — Sold BANK WESTCD — Interest — Buy SUNTRUST BANK SWEEP - IRA 2 — Int/Div — Open AMERICAN INT'LGRP IRA 2 — Interest — Buy HSBC FINANCE < IRA 2 — Interest — Buy WACHOUIA GLOBAL «IRA 2 — Interest — Buy FTUNIT 4070 GLOBAL «IRA 2 — Int/Div — Buy FT UNIT 4070 GLOBAL - IRA 2 — Int/Div — Sold FTUNIT4A7S9 TARDIV IRA 2 — Int/Div — Buy SUNTRUST BANK SWEEP - IRA 3 — Int/Div — Open FTUNIT47S9 TARDIV IRA 2} — Int/Div — Buy BB&T CORP (X) — Int/Div — Sold CALIF. RES CORP (X) — Int/Div — Sold GENERAL ELECTRIC — Int/Div — Buy GENERAL ELECTRIC — Int/Div — Sold (part) SYNEVUS FINANCIAL (X) — Int/Div — Sold VERIZON — Int/Div — Buy VERIZON — Int/Div — Sold CHEVRON CORP (X) — Int/Div — Sold DARDEN RESTAURANTS (X) — Int/Div — Sold MATTEL INC (X) — Int/Div — Sold AT&T (X) — Int/Div ABBVIE INC (X) — Int/Div AMGEN INC (X) — Int/Div APPLE INC (X) — Int/Div SEAGATE TECHNOLOGY (X) — Int/Div LYONDELLBASELL INC (X) — Int/Div ARTISAN PARTNERS ASSET (X) — Int/Div BLACKROCK INC (X) — Int/Div CENTERPOINT ENERGY INC (X) — Int/Div CONOCO PHILLIPS (X) — Int/Div DEW CHEMICAL (X) — Int/Div DUPONT El DE NEMOURS (X) — Int/Div DUKE ENERGY (X) — Int/Div EMERSON ELECTRIC (X) — Int/Div HOME DEPOT — Int/Div — Buy INTEL CORP (X) — Int/Div JP MORGAN CHASE (X) — Int/Div JOHNSON & JOHNSON (X) — Int/Div KLA <- TENCOR CORP (X) — Int/Div LILLY ELI & COX) — Int/Div LECKHEED MARTIN — Int/Div — Buy MACY'S INC (X) — Int/Div MERCK & CO INC (X) — Int/Div MICROSOFT CORP (X) — Int/Div NEW YORK COMMUNITY BK (X) — Int/Div NEXTERA ENERGY (X) — Int/Div OCCIDENTAL PERTROLELM — Int/Div — Buy PEPSICE INC (X) — Int/Div PFIZER INC (X) — Int/Div PHILIP MORRIS INTL (X) — Int/Div TOTAL S.A. SPONS. ADR (X) — Int/Div UNITED PARCEL SVC (X) — Int/Div VERIZON COMM — Int/Div — Buy WELLS FARGO & CONEW (X) — Int/Div WILLIAMS CO INC (X) — Int/Div MORGAN STANLEY DW DISC NT (XX) — Interest SUNTRUST BK ATLANTA CD(X) — Interest SUNTRUST BK ATLANTA 3.25% (X) — Interest UNION BANK NAZERE (X) — Interest UNION BANK NAZERE (X) — Interest WELLS FARGO & CO FIX/FLT (X) — Interest SUNTRUST M/'M AK — Interest — Open DIRECTOR, AUBURN GOLF CAR CO. INC DIRECTOR, BUNKER HILL GOLF COURSE (CORM DIRECTOR, FAIRVIEW GOLF COLRSE INC DIRECTOR, PAT MAR CO. INC DIRECTOR, WEDGEWOOD GOLF COURSE INC DIRECTOR, WILLOW HOLLOW GOLF COURSE INC TRUSTEE - FAMILY TRUST, TRUST TRUSTEE - FAMILY TRUST, TRUST 2 ADJUNCT LAW PROFESSOR, PENNSYLVANIA STATE UNIVERSITY Reimbursement — NATIONAL COMMITTEE ON JUDICIAL SECURITY — VT-110 — NEW ORLEANS. LA — COMMITTEE MEETING — FLIGHT. HOTEL. MEALS Reimbursement — THIRD COURT OF CIRCUIT APPEALS — 4/7 - 4/8 — HERSHEY. PA — CONFERENCE — HOTEL PART I - ITEM 9 - FAMILY TRUST I - ALL ASSETS DISTRIBUTED IN 2014 PART 1 ITEM 10 - FAMILY TRUST 2 - ALL ASSETS DISTRIBUTED IN 2014 PART VII - ITEM 10 - NAME CHANGE FROM UNION BANK & TRUST CO. TO RIVERVIEW BANK --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13877. Public record. Not legal advice.