Edward Earl Carnes
2015Annual
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Pull out the substance of this filing.
What was filed
137
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
2
income
0
spouse income
Named parties
- Estate
- Trust
- Center for Judicial Studies at Duke Law School
- State of Alabama - Retirement Income
- Duke Law School - Teaching
As filed
Checking account - Regions Bank. Montgomery, AL — Interest
Savings account - Sterling Bank. Montgomery, AL — Interest
RSA-I Deferred Compensation Account (Suste of Alabama) — Interest
PEIRAF Deductible Emp. Contributions (State of Alabama) — Interest
IRA Account - Vanguard Health Care Mutual Fund — Int/Div
Vanguard Health Care Mutual Fund — Int/Div
Vanguard Prime Money Market Fund — Int/Div
Vanguard Star Fund — Int/Div — Buy
Vanguard Star Fund — None — Sold
Vanguard S&P 500 Index ETF — Int/Div
Office Building, Albertville, AL $86,500 xX) — None
Car Wash, Highway 431, Albertville, AL $282,600 (X) — Reat
Office Building. Guntersville, AL $98,900 xX) — Rent
Timber land, Bledsoe County, TN $66,375 (xX) — None
Estate - Checking Account - Vantage Bank, Albertville, AL (X) — None
Trust - Vanguard - Abbott Laboratories (xX) — Int/Div — Sold (part)
Trust I - Vanguard - Abbott Laboratories (xX) — None — Sold
Estate - Wells Fargo - Alcoa Inc (X) — Int/Div — Sold
Estate - Wells Fargo - American Capital Agency Corp (X) — Int/Div — Sold
Trust - Vanguard - Amgen Inc (X) — Int/Div — Sold
Trust - Vanguard - Analog Devices Inc xX) — Int/Div — Sold
Estate - Wells Fargo - Apache Corp Common (X) — Int/Div — Sold
Estate - Wells Fargo - Applied Materials Inc (X) — Int/Div — Sold
Estate - Wells Fargo - AT&T Inc (X) — Int/Div — Sold
Trust I - Vanguard - Bank New York Mellon Comp (X) — Int/Div — Sold
Trust - Vanguard - BB&T Corp (X) — Int/Div — Sold
Trust - Vanguard - Berkshire Hathaway Ing Series B(X) — None — Sold
Estate - Wells Fargo - BP Plc Spons ADR xX) — Int/Div — Sold
Trust - Vanguard - California Res Corp xX) — Int/Div — Sold
Trust - Vanguard - Chubb Corp (X) — Int/Div — Sold
Trust - Vanguard - Comcast Corp Cl A Spl (XxX) — Int/Div — Sold
Estate - Wells Fargo - Covidien Plc Cov (xX) — Int/Div — Sold
Trust I - Vanugard - CVS Health Corporation (X) — Int/Div — Sold
Estate - Wells Fargo - Devon Energy Corp (xX) — Int/Div — Sold
Trust I - Vanguard - Dow Chemical Company (X) — Int/Div — Sold
Trust - Vanguard - Du Pont E.1. DE Nemours and Company (X) — Int/Div — Sold
Trust - Vanugard - Duke Energy Corp Com New (X) — Int/Div — Sold
Trust - Vanguard - Eaton Corp Plc (X) — Int/Div — Sold
Trust - Vanguard - Endurance Specialty Hidg (X) — Int/Div — Sold
Estate - Wells Fargo - Entergy Corp New xX) — Int/Div — Sold
Trust I - Vanguard - Ford Motor Company xX) — Int/Div — Sold
Trust - Vanguard - General Electric Company (X) — Int/Div — Sold
Estate - Wells Fargo - Glaxosmithkline PLC-ADR (X) — Int/Div — Sold
Estate - Wells Fargo - HCP Inc (X) — Int/Div — Sold
Trust I - Wells Fargo - Health Care Reit Welltower Inc (X) — Int/Div — Sold
Estate - Wells Fargo - Hewlett-Packard Company (X) — Int/Div — Sold
Estate - Wells Fargo - iShares iBoxx & ET Investment Grade Corp (X) — Int/Div — Sold
Estate - Wells Fargo - Johnson & Johnson (xX) — Int/Div — Sold
Trust - Vanguard - Medtronic Plc (X) — Int/Div — Sold
Trust « Vanguard - New York Community Bancorp Inc (X) — Int/Div — Sold
Trust - Vanguard - Occidental Pete Corp 1X) — Int/Div — Sold
Trust - Vanugard - Old Republic Intl Corp xX) — Int/Div — Sold
Trust - Vanguard - Oracle Corporation (X) — Int/Div — Sold
Trust I - Vanguard - Pepsico Incorporated xy — Int/Div — Sold
Estate - Wells Fargo - Procter & Gamble Cox) — Int/Div — Sold
Trust - Vanguard - Quest Diagnostics Inc XxX) — Int/Div — Sold
Trust - Vanguard - Sempra Energy (X) — Int/Div — Sold
Trust I - Vanguard - St Jude Medical Inc (xX) — Int/Div — Sold
Trust - Vanguard - Staples Inc (X) — Int/Div — Sold
Trust - Vanguard - Sysco Corporation (X) — Int/Div — Sold
Trust - Vanguard - Time Warner Inc New x) — Int/Div — Sold
Trust - Vanguard - Unilever (X) — Int/Div — Sold
Estate - Wells Fargo - Vanguard Intermediateet Term Corp Boad (X) — Int/Div — Redeemed
Estate - Wells Fargo - Vanguard Long Term ET Corp Bond (X) — Int/Div — Redeemed
Trust - Vanguard - Vanguard Short Term ET Corp Bond (X) — Int/Div — Redeemed
Estate - Wells Fargo - Verizon Communications Com (X) — Int/Div — Sold
Trust - Vanguard - Vodafone Group Ple New Sponsored ADR (X) — Int/Div — Sold
Trust - Vanguard - Yahoo Inc (X) — None — Sold
Trust - Vanguard - Zimmer Holdings Inc XxX) — Int/Div — Sold
Trust - Vanguard - 3M Co (X) — Int/Div — Sold
Trust - Vanguard - Vanguard Healthcare Investor (X) — Int/Div — Buy
Trust - Vanguard - Vanguard Growth & Income Admiral (X) — Int/Div — Buy
Trust - Vanguard - Vanguard Limited Term Tax Exempt Investor (X) — Int/Div — Buy
Trust - Vanguard - Vanguard Global Minimum Volalitity Admiral (X) — Int/Div — Buy
Trust - Vanguard - Vanguard Morgan Growth Admiral (X) — Int/Div — Buy
Trust - Vanguard - Vanguard Short Term Corp Bond Index (X) — Int/Div — Buy
Trust - Vanguard - US Growth Admiral XxX) — Int/Div — Buy
Trust - Vanguard - Chemours Company 1X) — Int/Div — Buy
Trust - Vanguard - Chemours Company xX) — None — Sold (part)
Trust - Vanguard - Chemours Company xX) — None — Sold
Estate - Wells Fargo - Hoover AL Brd Ed Cap Outlay WTS G/L Lid (X) — Interest — Redeemed
Estate - Wells Fargo - Mobile AL W&S Comms Wir & Swr Rev B/E (X) — Interest — Redeemed
Estate - Wells Fargo - Mobile AL Pub Ed] Bldg Auth Ref Lig Oblig (X) — Interest — Redeemed
Estate - Wells Fargo - Huntsville AL Nat Gas Rev Wis B/E OID (X) — Interest — Redeemed
Estate - Wells Fargo - Alabama Wir Pollution Ctl Auth Ref Revivn (X) — Interest — Redeemed
Estate - Wells Fargo - Alabama St Port Auth Docks Facs Rev Rfdg (X) — Interest — Redeemed
Estate - Wells Fargo - Alabama St Port Auth Docks Ser (X) — Interest — Redeemed
Estate - Wells Fargo - Invesco High Yield Muni FD C1 A Acthx (X) — Int/Div — Sold
Estate - Wells Fargo - Franklin Tax Free TR Ala Tax Free Income (X) — Int/Div — Sold
Estate - Wells Fargo - Altria Group Inc xX) — Int/Div
Estate - Wells Fargo - American Electric Power Inc (X) — Int/Div
Estate - Wells Fargo - AT&T Inc (X) — Int/Div
Estate - Wells Fargo - BCE Inc (X) — Int/Div
Estate - Wells Fargo - BP Plc Spons ADR xX) — Int/Div
Estate - Wells Fargo - Bristol Myers Squibb Co (X) — Int/Div
Estate - Wells Fargo - Care Cap PPTYS Inc (X) — Int/Div
Estate 1 - Wells Fargo - Chevron Corporation (X) — Int/Div
Estate - Wells Fargo - Coca-Cola Company (X) — Int/Div
Estate - Wells Fargo - ConocoPhillips (X) — Int/Div
Estate 1 - Wells Fargo « Dominion Res Inc Va New (X) — Int/Div
Estate - Wells Fargo - Duke Energy Corp Com New (X) — Int/Div
Estate - Wells Fargo - Eli Lilly & Co (X) — Int/Div
Estate - Wells Fargo - Glaxosmithkline PLC-ADR (X) — Int/Div
Estate - Wells Fargo - Halyard Health Inc xX) — None
Estate 1 - Wells Fargo - HCP Inc (X) — Int/Div
Estate - Wells Fargo - Health Care Reit Welltower Inc (X) — Int/Div
Estate - Wells Fargo - Johnson & Johnson xX) — Int/Div
Estate - Wells Fargo - Kimberly-Clark Corp (X) — Int/Div
Estate - Wells Fargo - Kinder Morgan Inc xX) — Int/Div
Estate - Wells Fargo - Kraft Foods Group XxX) — Int/Div
Estate - Wells Fargo « McDonalds Corp xX) — Int/Div
Estate - Wells Fargo - Merck & Co Inc New (X) — Int/Div
Estate - Wells Fargo - National Grid Plc Spon ADR New (X) — Int/Div
Estate - Wells Fargo - Pepsico Incorporated (X) — Int/Div
Estate - Wells Fargo - Philip Morris International Ine (X) — Int/Div
Estate - Wells Fargo - PPL Corporation (xX) — Int/Div
Estate - Wells Fargo - Procter & Gamble Co(X) — Int/Div
Estate - Wells Fargo - Realty Income Corp Reit (X) — Int/Div
Estate - Wells Fargo - Reynolds American Inc (X) — Int/Div
Estate - Wells Fargo - RMR Grp Inc (X) — Distribution
Estate - Wells Fargo - Royal Dutch Shell PLC (X) — Int/Div
Estate - Wells Fargo - Senior Housing Prop TR Reit (X) — Int/Div
Estate - Wells Fargo - Talen Energy Corp xX) — Distribution
Estate - Wells Fargo - The Southem Company (X) — Int/Div
Estate - Wells Fargo - Total S.A. Spons ADR (X) — Int/Div
Estate - Wells Fargo - Unilever Plc Spons ADR (X) — Int/Div
Estate 1 - Wells Fargo - Ventas Inc (X) — Int/Div
Estate - Wells Fargo - Verizon Communications Com (X) — Int/Div
Estate - Wells Fargo - Vodafone Group Ple New (X) — Int/Div
Estate - Wells Fargo - Williams Companies (X) — Int/Div
Estate - Wells Fargo - US Treasury Notes 1X) — Interest
Estate - Wells Fargo - FNMA Pass Thru Pool (X) — Interest
Estate - Wells Fargo - FHLMC Gold Pass Thru Pool (X) — Interest
Estate - Wells Fargo - Money Market (X) — Interest
Trust I - Checking Account - Vantage Bank, Albertville. AL (X) — None
Trust - Vanguard - Vanguard Prime Money Market Fund (X) — Int/Div
Estate 1-Wells Fargo -California Res (X) Transferred 20150 Line 29 — None — Closed
Co-exccutor of estate, Estate
Co-trustee of trust, Trust
Reimbursement — Center for Judicial Studies at Duke Law School — 06072015 — Durham, North Carolina — Judicial educational activities — Travel expenses
Income — 2015 — State of Alabama - Retirement Income — S$29.899.00
Income — 20158 — Duke Law School - Teaching — SS 208.00
Became co-executor in Estate 1 on October 18, 2014. All assets in that estate are identified by '(X)."
Became co-trustee in Trust | on May 12, 2015. All assets in that trust are identified by '(X)."
The checking account asset of the estate listed as item #15 was opened on October 22, 2014 with a balance of $5,000. 1 did not list it on my 2014 Financial
Disclosure Report because of reliance on the Committee's prior interpretation that checking accounts that pay no mterest and therefore provide no income need not
be listed. This year | discovered that sometime in the past the Committee had changed that mterpretation so that checking accounts should now be listed even if
they pay no interest, This note should be treated as an amendment to my 2014 Financial Disclosure Report.
This report was amended to add Line 137 due to Inquiry in August 2015. Line 137 is shown on the report as an addition to the trust on Line 29 and then tied to the
estate by adding Line 137.
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.