Charles A. Pannell jr
2010
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Pull out the substance of this filing.
What was filed
69
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Note
- Note I
- Trust No. 1
- Association of County Commissioners of Georgia Pension Trust
- Teachers Retirement System of Georgia
As filed
Timberland, McDuffie County, Georgia, 1/3 Interest — None
Estate #1
Farm #1 Murray County, Georgia — Rent
First National Bank (Savings Accounts and CDs) — Interest
Cohutta Bank Account — Interest
IRA #1
STI — Int/Div
Goldman Sachs, Insured Cash Acct — Interest
American Funds Growth Fund of America AGTHX — Int/Div
IRA#2
IRA#2 — Int/Div — Closed — Note
Sovereign Bank Insured Cash Account — Interest — Closed
Brokerage Account #1
Synovus, Common Stock (SNV) — Int/Div — Quarter]
TSYS — Int/Div
Federated MOISS (QFMOQ) — Int/Div — Buy
Brokerage Account #2
American Funds - Investment Company of America — Int/Div — Buy
American Funds - Growth Fund of America — Int/Div — Buy
American Funds - Small Cap World Fund — Int/Div
American Funds - New World Fund — Int/Div
American Funds - EUPAC — Int/Div
American Funds Bond Fund of America — Int/Div — Sold (part)
American Funds High Income (AHITX) — Int/Div — Buy
Brokerage Account #3
FDRXX — Int/Div — Buy
Money Market, Fidelity Investments — Interest
Tyson Foods (TSN) — Int/Div — Buy
Roth IRA #1
LSI — None
Roth IRA #2 — Interest
Farm #2, Murray County, Georgia, limited interest — None
Trust #1
Suntrust Bank (money market and checking) — Interest
House, Fulton County, Georgia — None
Farm #2, Murray County, Georgia partial ownership — Rent
Timberland, Murray County, Georgia — None
Social Security — None — Note I
Cohutta Checking Acct — Interest
Rollover IRA
JP Morgan US Gov. MMKT fds — Interest
TR Price Growth Stk PRGFX — None — Sold
Brandywine Blue FD BLUEX — None — Sold
Artisan FDs, Small Cap ARTVX — None — Sold
Alliance Bemstein Intl Value ABIYX — None — Sold
Metro West FDs Bond Fund MWLIX — Int/Div — Sold
Loomis Sayles St. Income High Yield Bond NEFZX — Int/Div
Mainstay Funds High Yield Bond MHYIX — Int/Div
Vanguard Fixed Income SEC Fd GNMA VFIIX — Int/Div
Baron Asset FD Growth BGRFX — None — Sold
Dodge & Cox Inc. FD DODIX — Int/Div — Sold (part)
Oppenheimer DVLP MKTS ODVYX — Int/Div — Sold
Artisan FDs, Mid Cap ARTQX — None — Sold
Allizanz Funds NFJ ANJIX — Buy
Allizanz Funds NFJ ANJIX — Int/Div — Sold
Blackrock Funds BMCIX — Buy
First Amem Inut FDs FARCX — Buy
First Amem Inut FDs FARCX — Int/Div — Sold
Janus Investment Fund JIMCVX — Buy
Janus Investment Fund JIMCVX — None — Sold
Janus Investment Fund JATTX — Buy
Janus Investment Fund JATTX — None — Sold
Prudential Short Term — Int/Div — Buy
Thomburg Investment Trust TGVIX — Buy
Suntrust Banks STI — Int/Div — Note
Wachovia Savings Account — Interest
Com Trust Fed. C. U (formerly Murray County Fed. CU.) (y)
Cohutta Bank Checking and MMKT — Interest
Associated Credit Union Money Market — Interest
Power of Attorney, Trust No. 1
Income — 2010 — Association of County Commissioners of Georgia Pension Trust — $1,347.72
Spouse's income — 2010 — Teachers Retirement System of Georgia
Part I. Positions: Further clarification to Answer 2 "Operator".
This is a one-man operation on estate #1 property. I have had cattle. During this reporting period, I cut hay on shares with third parties. Sold my share to Pleasant
Valley Farms ( $1,750.00), Matthew Harris ($545.00), Webb Farms ($795.00)
Part II. Agreements: I am leaving this blank since part III discloses the payments for prior state service. There is no control of investments.
Part VII. INVESTMENTS AND TRUSTS
Lines 12 and 73: On July 14, 2010, IRA Account #2 was transferred into Rollover IRA Account. IRA Account #2 closed on July 14, 2010.
Lines 39 and 42: This is fixed retirement income. I have control by power of attorney. No value past the death of the beneficiary. (Per instruction VII, Para. C.
Income, page 45.)
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.