# Charles A. Pannell jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19824

## Record

- **Judge:** Charles A. Pannell jr
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

Timberland, HE 13 Interest — None — Sold (part) — Forest Products
Rental Property £1 (y) — Note
Estate #21 (H) — Closed
Synovus (formerly Cohutta Bank Account) — None — Distributed — See Note
Brokerage Account #3 (H)
Fidelity Investments Cash Account — Interest
Tyson Foods (TSN) — Int/Div
Synovus Common Stock (SNV) — Int/Div
Apple. In (AAPL) — Int/Div
Costco Wholesale Corp. (COST) — Int/Div
Middleby Corp. (MIDD) — None
Suntrust Bank (STI — Int/Div
Tractor Supply co. (TSCO) — Int/Div
Align Tech (ALGN) — None
Disney (DIS) — Int/Div
Tesla Motors (TSLA) — None
Cerner Corp (CERN) — None
Cummings (CMI) — Int/Div
Fidelity Select Banking Portfolio (FSRBX) — Int/Div
Merck (MRK) — Int/Div
Natus Medical Inc. (BABY) — None
Total Systems Sves (TSS) — Int/Div
Fidelity Money Market Fund (SPRX) — Interest — Buy
Fidelity Money Market Fund (SPRX) — Buy
Fidelity Money Market Fund (SPRX) — Sold
Farm #2, I limited interest — Ret
Estate 2(H) — Closed
First National Bank (CDs and Checking) — Interest — Distnbuted — Closed
Rollover IRA (H)
Bank Deposit Sweep Program, The Bank of the West — Interest — Sold (part) — Note
Mainstay Funds High Yield Bond (IMHYIX) — Int/Div
AMCAPCL F2 (AMCFX) — Int/Div — Sold (part)
ARTISAN MID CAP FD (ARTMX) — Int/Div
Oppenheimer Dev Markets (ODVYX) — Int/Div
Templeton Intl Bond (FIBZX) — Int/Div
Adirondack Small Cap {ADKSX) — Int/Div
JP Morgan Equity Income (HLIEX) — Int/Div — Sold (part)
Invesco Int! Small (GTSYX) — Int/Div
John Hancock Val Midcap (JVMIX) — Int/Div
Ouakmark Intl (OAKIX) — Int/Div
Columbia Balanced Fund (CBDRX) — Int/Div
Doubleline Total RT Bond (DLTNX) — Int/Div
Lazard Global (GLIFX) — Int/Div
Nuveen Real Estate Class (FARCX) — Int/Div
AB Global Bond (ANAYX) — Int/Div
Metropolitan West Total Return Class IMWTI — Int/Div
Wells Fargo Savings Account — Interest — Closed
First National Bank, Accounts Checking and Money Market — Interest
Synovus Bank Checking and MMKT (formerly Cohutta Bank) — Interest — Note
Associated Credit Union Money Market and Checking — Interest
Brokerage Account # 4 (H)
Schwab checking account — Interest
Tyson Foods (TSN) — Int/Div
Tesla Motors (TSLA) — None
Berkshire Hathaway B (BRK B) — None
Schwab 1000 Index Fund (SNXFX) — Int/Div
Schwab US Large CAP Growth ETF (SCHG) — Int/Div
Parcels & 2- IE Now Farm #1 — None — Sold (part) — Hams See Note
Timberland, 2/3 of 36 acres IE—— _ (Y) — Note
Operator See Note, Farm £1
Income — 2018 — Association of County Commussioners of Georgia Pension Trust — $1,347.72
Income — 2018 — Georgia Judicial Retirement System — S93.603 84
Spouse's income — 2018 — Teachers Retirement System of Georgia (defined benefits)
Part 1. The estates No. | and No. 2 were closed during 2018. | ceased being the operator of Farm No. 1 and have become the owner of Farm No. 1. Reported m

part VITas Parcels | and 2.

Part VIL INVESTMENTS AND TRUSTS

Line 2: The property is now woodland. The house has been torn down. It 1s now part of Parcels 1 and 2 and is now part of Farm #1,

Line 4 and 28: There was a final distribution of these funds to the heirs of the estate. Account closed.

Line 30: IRA Required minimum distribution from IRA Account and management fee paid quarterly.

Lines 4 and 49: Cohutta Bank changed name to Synovus Bank

Line 59: On 10/31/18, | transferred property to my Jill as a gift. There was no gain to me.

Line 58: | now own this property. All the property adjoins and constitutes Farm #1. During this period, | sold hay to Matthew Harns for $1,987. On 10/31/18, 1

transferred part of property to my Jill as a gift,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19824. Public record. Not legal advice.
