Austin E. Carter
2014Annual
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Pull out the substance of this filing.
What was filed
25
investments
1
positions
2
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- M. Gary Carter, MD,, PA,
- Middle District of Georgia Bankruptcy Law Institute
- Mucon Bar Assocation
- Stone & Baxter, LLP - salary and interest
As filed
Savings Account; State Bank & Trust — Interest
Brokerage Account (IRA)
Pepsico common stock — Int/Div
iShares Emerging Market ETF — Int/Div
Guggenheim S&P 500 Equal Weight ETF — Int/Div
Plum Creek Timber Co — Int/Div
Citibank, N.A — Interest
Raymond James Bank, N.A — Interest
Synchrony Bank — Interest
Community Trust Bank — Interest
Regions Bank — Interest
Vanguard Equity Income Fund (IRA) — Int/Div
Dodge & Cox International Stock Fund (IRA) — Int/Div
Franklin Mutual Beacon Fund (IRA) — Int/Div
SunTrust Bank 401(k) Account
Vanguard Russell 2000 Value Index Fund — Int/Div — Buy
Vanguard Total Bond Market Index Fund — Int/Div — Buy
Vanguard Inflation Protected Securities Fund — Int/Div
Vanguard Target Retirement 2040 Fund — Int/Div
SunTrust Common Stock Fund — Int/Div — Sold (part)
Northwestern Mutual Whole Life Policy — Int/Div — Closed
Mass Mutual Whole Life Policy — Int/Div
Mass Mutual Whole Life Policy — Int/Div
OmeAmerica (f/k/a The State Life Insurance Co.) Whole Life Policy (X) — Int/Div
Checking Account; State Bank & Trust (X) — Interest
Scerctary and Retirement Plan Trustee, M. Gary Carter, MD,, PA,
Gift — Middle District of Georgia Bankruptcy Law Institute — Investiture Reception (one-half cost) — $2,737.42
Gift — Mucon Bar Assocation — Investiture Reception (one-half cost) — $2,737.42
Agreement — 2014 — Retum of capital and partnership buyout with former law firm, Stone & Baxter, LLP: payments end June 2015
Income — 2014 — Stone & Baxter, LLP - salary and interest — S157.130.00
Part VII, Line 20: Shows partial sale of shares of SunTrust Common Stock Fund from 401K account on June 2, 2014. Intention was to sell all shares of that stock
fund in 2014 (as shown on initial report filed during 2014), but discovered in May 2015, when accumulating data for this report, that 5.8 shares remained in the
401K. This retention of shares was by mistake - | now believe that a dividend was issued and reinvested after the 2014 sale, (No regular statements are received
on this account). As soon as 1 lewrned this in May 2015, the remaining 5.8 shares were sold.
Part VII, Line 24: Reflects, for the first time, a Whole Life Policy with OneAmericu f/k/a The State Life Insurance Co. | own one-third of this policy. | did not
become aware of the existence of this policy or my ownership thereof until April 2015, when a family member (who originally purchased the policy) informed me
about it for the first time. Omission from 2014 initial report was due to lack of knowledge.
Part VII, Line 25. State Bank and Trust Checking Account. Inadvertently omitted from 2014 initial 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.