Thomas B. Wells

2015Annual

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Pull out the substance of this filing.

What was filed

  • 128

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • change to Culeres.
  • from Intl Paper
  • with Brown Shoe Grp
  • Urban Properties, a GA Gen. Partnership to own and reat property located in Atlanta, GA, 12/78 to Present (essentially
  • a real estate investment, see Part VIL Item 10, Line 10).
  • MKWM Properties, LLC, a NC hmited liability company to own and rent property located in Asheville, NC, 7/14/13 to present
  • (essentially a real estate investment, see Part VII, Item 69, line 125
  • *Sce explanation m Part VIL See Part VII, Item 70, line 127

As filed

COCA COLA, com.

CITIGROUP INC. com.

1. Brown Shoe Com. — Int/Div — with line 128) — change to Culeres.

2.CSX. Com. — Int/Div

3 Chevron, Com. — Int/Div

4 Coca Cola, Com. — Int/Div

S Exxon. Mobil, Com — Int/Div

6. IBM. Com — Int/Div

7. Johnson & Johnson, Com — Int/Div

8. AGL Resources, Com. — Int/Div

9 XOMA, Com. — Int/Div

10. Urban Properties, GA Gen P'ship(1/2 int) — Rent

owns & rents property located mn Atlanta, GA

11. C.D. Vidalia Federal S&L — Interest

12. Cash Mgt. Acct. Merrill Lynch Bank USA. — Int/Div

13. Merrill Lynch Retirement Reserves CLI Fund (IRA). — Int/Div

14. Allstate, Com. — Int/Div

15. Mineral interest, Midland County, TX (Apache) — Rovalty

16. Mineral interest, Andrews County, TX (BOPCO) — Rovalty

17. Mineral mterest, Rio Arriba County, TX (CONOCO) — Rovalty

18. Mineral interest, Creek County, OK (Comellius) — Rovalty

19. Mineral interest, Midland County, TX (COG) — Rovalty

20. Mineral terest, Midland and Glasscock Counties, TX(Endeavor) — Rovalty

21. Mineral mterest, Midland County, TX (Enterprise) — Rovalty

22. Minteral interest, Rio Arriba County, TX {Harrington SW) — Rovalty

23. Mineral interest, McClain County, OK olen) — Rovalty

24 Mineral interest, Andrews and Midland Counties, TX (Legacy) — Rovalty

25. Mineral mterest, Marion County, TX (LOD) — Rovalty

26. Mineral interest, McClain County, OK {ONEOK) — Rovalty

27. Mineral interest, Upton, Midland, Glasscock Cos, TX(Pioneer) — Rovalty

28 Mineral terest, Midland County, TX (Plains Mktg.) — Rovalty

29. Mineral mterest, Midland County, TX (SM Energy) — Rovalty

30. Mineral interest, Okmulgee and Montague Counties, TX (Sunoco) — Rovalty

31. Mineral interest, Escambia County, Al (Texas Petrol.) — Rovalty

32 Mineral terest, Andrews County, TX (Vanguard) — Rovalty

33 Mineral mterest, Midland County, TX (Wagner) — Rovalty

34 Lance, Com. — Int/Div

35. Lance, Com. — Int/Div

36. AGL Resources. Com. — Int/Div

37. Morgan Stanley, Com. — Int/Div

38. Coca Cola, Com — Int/Div

39. BP. PLC.ADR — Int/Div

40. Dommion Resources. Com. — Int/Div

41. SunTrust Bank. Account — Interest

42. Abbott Lab.. Com. — Int/Div

43. Amgen, Com — Int/Div

44 Campbell Soup, Com — Int/Div

45. Cisco Systems, Com — Int/Div

46. GE. Com. — Int/Div

47. Home Depot, Com — Int/Div

48. Intel, Com. — Int/Div

49. American Funds, Investment Co. of America Fund — Int/Div

50. Merck, Com. — Int/Div

1. Microsoft, Com. — Int/Div

52 Pepsi Co, Com. — Int/Div

53 Southern Co... Com. — Int/Div

54. Disney, Com. — Int/Div

55. Wells Fargo, Com — Int/Div

S6.(D.C.) Verizon, com. — Int/Div

57. Gum Swamp Creek, LLC, (units of ownership — Distribution

in Georgia limited liability company)

AGL RESOURCES. com.

ALCATEL LUCENT ADR

AT&T CORP. com

AMER. ELEC. PWR.. com.

BP. PLC.ADR

CONOCO PHILLIPS. com

COMCAST CORP. New CL A, com.

DAIMLER A. com

DEVON ENERGY. com.

DIRECT T.V. GRP, Holdings. CLA

EXXON MOBIL CORP. com.

FORD MOTOR CO... com

GENERAL ELECTRIC. com

HOME DEPOT. com

INTL PAPER CO, com

MARATHON OIL CORP. com.

MATTEL INC. com.

NCR CORP, com.

NEWMONT MINING. com.

NORFOLK SO.. com

NORTHROP GRUMMAN. com.

SCANA. com.

SOUTHERN CO. com

TENNECO ALTO. com

TERADATA. com

UNITED STS STL. com.

VF CORP. com

WCMA Money Fund CL3

Vidalia Federal Savings Bank, C.D

Vidalia Federal Savings Bank, Checking

Real estate, Toombs Co... GA

Reul estate, Dodge Co., GA

Real estate, Vidalia, GA

Real estate, Telfair Co., GA

Reul estate, Wheeler Co., GA, parcel #1

Real estate, Wheeler Co., GA, parcel #2

Bond. SAV GA EC DEV. 12/1/16 — Redeemed

Bond. ATL GA DEV. 9/1/17 — Redeemed

Bond, Barrow Co., I¥1/16

Berkshire Hathaway, B com

Century Link, com

Huntington Ingls., com

Marathon Petrol. com

Ingredion, com

Kinder Morgan, com

Energy Transfer Partners, com

Suncoke. com

Phillips 66, com

Twenty First Cent., com

Vertiv. com. — None — from line 76) — from Intl Paper

58. Acco Brands, com. — Int/Div

59. Hospira, Com. — Int/Div

60. Real Estate in Charlottesville, VA — Reat

61. Alcatel Lucent, ADR — Int/Div

62. (S & J) Delta Airlines, Com — Int/Div

63. Discover Fin. Serv... Com. — Int/Div

64. Teradata Corp., Com — Int/Div

65. Tall Timber Ventures, LLC (units of ownership in — Distribution

Georgia limited liability company) Owns units in Gum Swamp

Creek, LLC

66. Fortune Brands Home Sec.. com. — Int/Div

67. Express Scripts Hidg., com — Int/Div

68. Abbvie. com. — Int/Div

69. MKWM Properties, LLC — Rent

Real estate, Asheville, NC

70. Trust £1 (X)

71. Caleres, com — Int/Div — with Brown Shoe Grp

Partner, Urban Properties, a GA Gen. Partnership to own and reat property located in Atlanta, GA, 12/78 to Present (essentially

2., a real estate investment, see Part VIL Item 10, Line 10).

Member/Manager, MKWM Properties, LLC, a NC hmited liability company to own and rent property located in Asheville, NC, 7/14/13 to present

“4., (essentially a real estate investment, see Part VII, Item 69, line 125

Trustee, *Sce explanation m Part VIL See Part VII, Item 70, line 127

*Part |. Positions for line 5. Trustee

Trust #1 is a trust that owns a whole life insurance policy on the life of a non-family member of Reporting Person, Trust #1 is for the benefit of family members of

Reporting Person (but not the reporting person's spouse or dependent child). Trust #1 is being terminated pursuant to 4 court order appointing Reporting Person

4s sole Trustee and is distributing the insurance policy to those family members. The Reporting Person is not compensated and is not entitled to compensation as

Trustee. Trust #1 was created prior to the Reporting Person's appointment to current judicial position, and the Co-Trustee of Trust #1 handled all matters relating

to Trust #1 until the Co-Trustee was no longer able to act for Trust #1; Reporting Person was unaware Trust #1 remained in existence until after Co-Trustee could

no longer act as Co-Trustee, Trust #1 is now distributing remaining assets in order to terminate,

(See Part VII, Item 70, Line 127).

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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Thomas B. Wells | Frix