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.

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