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What was filed

  • 158

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 7

    spouse income

Named parties

  • Article 5 Trust
  • Article 6 Trust
  • Bar Association - educational seminar
  • Web MD - Editorial Stipend
  • Private Consulting
  • Medical Director, Sharing Hope
  • Newberry Pathology Associates - Autopsy Services
  • Springer Publishing - Book Royalties
  • Medical Director, LifeHope Labs, Atlanta, GA
  • Editor, Cambridge University Press and College of American Pathologists Press

As filed

DXC Technology Co. — None

AES Corp — None

Apergegy Corp — None

AT &T #1 — Dividend

BP PLC ADR — Dividend

Bristol Myers Squibb — Dividend

Chevron Corp #1 — Dividend

Comcast Corp CL A #1 — Dividend

Corteva Inc — Dividend — Spinoff (from line 11)

Walt Disney Co #1 — Dividend

Dover — Dividend

Dow Inc #1 — Dividend

Dupont De Nemours Inc — Dividend — Spinoff (from line 11)

Eli Lilly & Co #1 — Dividend

Emerson Electric — Dividend

Energy Transfer Partners LP #1 — None

Fidelity Hereford Street Trust Daily Govt MM #1 — None

General Electric Co #1 — Dividend

Global Pmts Inc — Dividend — Spinoff (from line 85)

Knowles Corporation — None

3M Company A — None — Sold

Pfizer Inc #1 — Dividend

Proctor & Gamble #1 — Dividend

South State Corp Com # 1 — Dividend

Suntrust Banks Inc — Dividend

Synovus Financial Corp — Dividend

Trust Finl Corp Com — None — Merged (with line 25)

Wabtec Corp Inc — None — Spinoff (from line 28)

Westinghouse Air Brake Technologies Corp — None

Zimmer Biomet Hldgs Inc — Dividend

Advantix Inc — None

Alcoa Inc — None

Altria Group — Dividend

American Express Co — Dividend

Amgen Inc — Dividend

Arconic Inc — Dividend

AT&T Inc #2 — Dividend

Avanos Medical Inc — None

Bank of America #1 — Dividend

Bank of New York Mellon Corp — Dividend

Berkshire Hathaway Inc Cl B — None

Charter Communications — None

Chevron Corp #2 — Dividend

Cisco Sys Inc — Dividend

Citigroup Inc — Dividend

Fidelity Money Market Account — Interest

Fidelity Money Market Account — Interest

Coca-Cola Co — Dividend

Comcast Corp CL A #2 — Dividend

Corteva Inc — Dividend — Spinoff (from line 51)

Walt Disney Co #2 — Dividend

Dow Inc — Dividend

Dupont De Nemours Inc — Dividend — Spinoff (from line 51)

Duke Energy — Dividend

Exxon Mobil Corp #1 — Dividend

Fidelity Hereford Street Trust Daily MM #2 — None

Garret Motion Inc — None

General Electric #2 — Distribution

Goldman Sachs Group Inc — Dividend

Hartford Financial Services Group — Dividend

Hewlett Packard Inc Com — Dividend

Home Depot Inc — Dividend

Honeywell Intl Inc — Dividend

Johnson & Johnson — None — Sold

Kimberly Clark — Dividend

Kraft-Heinz Foods Inc CL A — Dividend

Lincoln National Corp — Dividend

McDonalds Corp — Dividend

Merck & Co Inc New — Dividend

Micro Focus Intl — None

Microsoft Corp — Dividend

Mondelez Intl Inc Com — None

JP Morgan Chase & Co — Dividend

Nokia Corp — Dividend

Pepsico Inc — Dividend

Perspecta Inc — None

Pfizer Inc #2 — Dividend

Phillip Morris Intl Inc — Dividend

Proctor & Gamble #2 — Dividend

Promontory FDIC - Joint Non Qualified Acct. — None

Promontory FDIC - Article 6 Trust — None

Promontory FDIC - Article 5 Trust — None

Residio Technologies Inc — None

Texas Instruments Inc — Dividend

Total System Services Inc — None

Travelers Companies Inc — Dividend

Verizon Communications #1 — Dividend

Wabtec Inc — None — Merged (with line 89)

Westinghouse Air Brake Technologies Corp — None

Bank of America #2 — Int./Div.

Chemours Co — Dividend

Chevron Corp #3 — Dividend

CSX Corp — Dividend

Corteva Inc — Dividend — Spinoff (from line 95)

Dow Inc — Dividend

Dupont De Nemours Inc — Dividend — Spinoff (from line 95)

Eli Lilly & Co #2 — Dividend

Energy Transfer Partners LP #2 — Dividend

Exxon Mobil Corp #2 — Dividend

General Electric Co — Dividend

IBM — Dividend

Motorola Solutions Inc — Dividend

Norfolk Southern — Dividend

South State Corp Com #2 — Dividend

Wells Fargo & Co — Dividend

At&T Inc #3 — Dividend

Bank of America Corp — Dividend

Chevron Corp #4 — Dividend

Citigroup Inc Com New — Dividend

Corteva Inc — Dividend — Spinoff (from line 111)

Dow Inc — Dividend

Dupont De Nemours Inc — Dividend — Spinoff (from line 111)

IBM — Dividend

JNL Growth Allocation — Dividend

JNL American Balanced — Dividend

JNL American Funds Global Bond — Dividend

JNL Invesco Small Cap Growth — Dividend

JNL JP Morgan Midcap Growth — Dividend

JNL Mellon Capital Consumer Disretionary Sector — Dividend

JNL Mellon Capital Healthcare Sector — Dividend

JNL Mellon Capital Nasdaq 100 — Dividend

JNL S&P 4 — Dividend

JNL S&P Competive Advantage — Dividend

JNL T Rowe Price Established Growth — Dividend

Promontory FDIC- David IRA — None

Wabtec Inc — Dividend — Spinoff (from line 128)

Wells Fargo Co — Dividend

Westinghouse Air Brake Technolgies Corp — None

Exxon Mobil Corp — Dividend

Fidelity Hereford Street Trust Daily MM #3 — None

General Electric Cap Corp — Dividend

JNL Growth Allocation — Dividend

JNL American Funds Balanced — Dividend

JNL Invesco Small Cap Growth — Dividend

JNL Morgan Midcap Growth — Dividend

JNL Mellon Capital Consumer Disretionary Sector — Dividend

JNL Mellon Capital Heathcare Sector — Dividend

JNL Mellon Capital Nasdaq 100 — Dividend

JNL S&P 4 — Dividend

JNL S&P Competive Advantage — Dividend

JNL T Rowe Price Established Growth — Dividend

Wells Fargo Co — Dividend

AT&T Inc — Dividend

CSX Corp — Dividend

Exxon Mobil Corp — Dividend

South State Bank — Interest

North Carolina Rental Property !00% Transylvania County, NC — Rent

Lain Farm, Johnson County, Indiana — Rent

South Carolina State Deferred Comp Plan — Dividend

South Carolina State Retirement Plan — Dividend

MassMutual Life Ins (MML Equity Fund Portfolio) — Dividend

Russell 2000 Index - Kim IRA — Dividend

S & P 500 Index - Kim IRA — Dividend

MSCI EAFE - Kim IRA — Dividend

Promontory FDIC MM - Kim IRA — None

Russell 2000 Index - Kim Non Qualified Acct. — Dividend

S & P 500 Index - Kim Non Qualified Acct. — Dividend

MSCI EAFE - Kim Non Qualified Acct. — Dividend

Trustee, Article 5 Trust

Trustee, Article 6 Trust

Reimbursement — Bar Association - educational seminar — 01/17/2019 to 01/18/2019 — Amelia Island, FL — Activity of professional association — Transportation, lodging & food.

Spouse's income — 2019 — Web MD - Editorial Stipend

Spouse's income — 2019 — Private Consulting

Spouse's income — 2019 — Medical Director, Sharing Hope

Spouse's income — 2019 — Newberry Pathology Associates - Autopsy Services

Spouse's income — 2019 — Springer Publishing - Book Royalties

Spouse's income — 2019 — Medical Director, LifeHope Labs, Atlanta, GA

Spouse's income — 2019 — Editor, Cambridge University Press and College of American Pathologists Press

Explanations for Part VII. Investments and Trusts

1. The rental property listed in Part VII, line 147 is located in Translyvania County, North Carolina, USA.

2. Lain Farm listed on line 148.

Lain Farm value cost R Annual Rental Income E (This property was purchased in 1981 and is located outside the city limits in Johnson County,

Indiana, USA.Life Valuemark II

3. Article 5 Trust consist of lines:44, 82, 90-113, 126, 128-131, and 142-145.

4. Article 6 Trust consist of lines: 30-43, 45-66, 68-79, 81, 83-84, 86-89, and 127 .

5. On 06/03/2019 there was split of Dow Inc into Corteva lines 8, 49, 95 and 111 and Dupont De Nemours Inc. lines 12, 52, 97, and 113.

6. Line 86, Travelers Companies Inc should have been listed as partial sale instead of sale thus leaving asset as part of the investments.

7. Preparer was unable to show Westinghouse Air Brake Technologies Corp lines 28, 89, and 128 as a merger on 02/25/2019 forming the American company

Wabtec Inc. thus elimination Westinghouse Air Bake Technolgies Corp for the 2020 FDR Report.

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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David C. Norton | Frix