Paul W. Bonapfel

2016Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 141

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 8

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Public
  • Mercer Umiversaty School of Law
  • Trust No. (See VII)
  • Bankruptcy Judges
  • Middle District of Georgia Bankruptcy Law Institute
  • Law ren
  • American College of Bankruptcy
  • University of Miami School of Law
  • Tennessee Bar Association
  • A i ete Institute
  • National Association of Ch 13 Trustees
  • Thomson/Reuters (1/k/a West Services) book royalties
  • Self-employed Math Tutoring

As filed

Motorola Solutions. Inc — Int/Div

Cisco Systems Common — Int/Div

Touchmark Bancshares. Inc. Common — None

Landmark Bancshares Common (See Part vin — Int/Div

Wells Fargo Bank - Bank - Accounts — Interest

US Savings Bonds — None

Assoc. Cred. Union - Accounts and Time Deposits — Interest

Atlanta Investment Partners (See VID — Int/Div — Closed — Public

Mass. Mutual Whole Life — Int/Div

IRA Account 2 (Morgan Stanley, Custodian) (Hy

Morgan Stanley Bank — Interest

Arrow DWA Tactical A Mutual Fund (DWTXF) — Int/Div

Chevron Corp Common — Int/Div

Fulton Co. Ga Dey Auth Rev Fulton Cnty GA (MB-18) — Interest

Newnan Ga Wir Sew & Lt Ser A (MB 16) — Interest — Redeemed — Public

Monroe Ga (MB 17) — Interest

Decatur Ga Genl Oblig (MB 16) (9DW?2) — Interest — Redeemed — Public

GaSt Rd &Tollway Auth Fed Hwy Grant Antic Rev A (MBI6XMOCGY) — Interest — Redeemed — Public

Berrien Cuty Ga Sch Dis OID (MB 17) (2AUY — Interest

Cobb County Wir & Sewer Impt Rev (MB I1TSVYWO) — Interest

Dahlonega Ga Dwntwn RV CTFG (MB 17) — Interest

Gwinnett Coty Ga Sch Dist Ref (MB 18) (5A50) — Interest

Clayton Cnty & Clayton Cnty Ga Wir Auth (MB IR) (6X4) — Interest

Georgia St Genl Oblig Ref-l (MB 18) (4P19) — Interest

Georgia St (MB 19) (4XE1) — Interest

Columbia Cnty Ga Genl Oblig Ser-D (MB 19 (0EM6) — Interest

Georgia St Genl Oblig Ser-D (MB 19) (4LBO) — Interest

Lee County GA Sch Dist - B (MB 18) (2BZ9) — Interest

Ga St Rd & Thwy (MB 19) (MCLY) — Interest

Habersham Cnty Ga Hosp Auth Rev Antic CTFS (MB 19) — Interest

Gwinnett Cnty Sch Dist Ref (MB 20) (SA84) — Interest

Clayton Cnty & Clayton Cnty Wir Auth Wir & Swr Rev Ref-A (MB 20) (6YN4 — Interest

Decatur Co Sch Bldg Auth (MB 20) — Interest

Georgia St Genl Oblig Ref Ser-1 (MB 21) 4Prs) — Interest

Metro Atlanta Rapid Tran Auth Ga Sales Tax Rev Ref (MB 21) (5A95) — Interest

Gwinnett Coty Ga Wir & Sew Auth Rey Ser-A (MB 21H OGWS) — Interest

Habersham Cnty Ga Hosp Auth Rev Antic CTFS (MB 21) — Interest

Georgia St Genl Oblig Ref E-2 (MB 21) AVTO) — Interest

Fayette Cnty Ga Pub Facs Au Rev Ref Crim Justice Cir PJ (MB 22)(4CJ5) — Interest

Gwinnett Cnty Ga Dev Auth Rev Arena Prkg (MB22) (OBLS) — Interest

Georgia St (MB 22) (4ZX7) — Interest — Buy — Public

Georgia St Genl Oblig Ref Ser-J-2 (MB 22) (AWW?) — Interest

Atlanta & Fulton Cuty Rec Auth (MB22) ({ILBS) — Interest

Morgan Stanley Bank - Accounts — Interest

GA Rd Reimbursement (MB 19) (6BG6) — Interest

Gulf Co Fl Gas Tax RV (MB 17) — Interest — Redeemed — Public

Sumter Cnty Ga Sch Dist (MB 17) — Interest

Metro Atl. Rap. Tran Au (MB 20) (SA46) — Interest

Walton Cnty Ga Sch Dist Ref (MB 20) (OBY#6) — Interest

Gwinnett County Ga School Dist Ref (MB-23)(5B42) — Interest

Habersham Cnty Ga Sch Dist (MB 23) (6DH2) — Interest

GA St Genl OBLIG Ser B (MB 23) (3W61) — Interest — Redeemed — Public

Cobb Co. Ga Wir & Sew Rev (MB 23) (SWC) — Interest

Georgia St (MB 23) (43Q7) — Interest — Buy — Public

Cherokee Caty Ga Wir Sew Auth Rfgd Impt OID (MB 23} (3HS9) — Interest

Georgia St. Genl Oblig Ref-C (MB 23) (4YR6) — Interest — Buy — Public

Forsyth Co. Ga Genl OBLIG-A (MB 24) 13IDW3) — Interest

Ga St Genl OBLIG- Ser B (MB 25) (41P2) — Interest

Fayette Cnty Ga Pub Facs Auth Rev (MB 18 (4CEB)Y — Interest

Main St Nat Ga Proj Ser A (MB 18)(YBBO) — Interest

Ga St. Rd & Tlwy Fd. Hwy Grant (MB 18) (TAPS) — Interest

Gwinnett County GA Dev Auth. (MB 20) (OBJ) — Interest

Paulding Canty Ga Sch Dist Ref (MB 21) {OFG6) — Interest

Gamesville & Hall Cnty Ga Hosp Auth Re OIDMB 21) (2KL9) — Interest

Georgia St. Hsg & Fin Auth Rev Single Fam Mig-C (MB 21) (9CT8) — Interest

Cobb Cnty Ga Wir & Sew Rev (MB 18) (SVX) — Interest

Gwinnett Cnty Ga Wir & Sew Auth Rey (MB 18) (0JL6) — Interest

Forsyth Cnty G OID Genl Oblig A (MB 19) (3DMS) (See VIII — Interest

Ga St Genl Oblig Ref (MB 20) (4PN0) — Interest

Georgia St Genl Oblig-E (MB 22) (4QU3) — Interest

Mun. Elec. Auth Ga. Comb Cycle Proj. Rev Ser. A (MB 23) (7ZM9) — Interest

Gwinnett Co Ga Dev Auth Rev Arena Prk Deck Pri (MB 2350BMé6) — Interest

Columbus Ga Bldg Auth Lease Rev Ref-A (MB 24) (2KAD) — Interest

Downtown Savanmah Ga Savannah Projs Rev Ref (MB 24) (2MWT) — Interest

Georgia St Genl Oblig Ref-C (MB 23) (4ZY5) — Interest

Atl Arpt Gen Rev Ref Ser. C (MB 24) (MMLO) — Interest

Fulton County Ga Dev Auth Rev (MB 24) (OM20) — Interest

Atlanta Ga Wir & Wastewtr Rev Ref-B (MB 20H (0LWS) — Interest

Adanta Ga Pub Safety & Judicial Facs Au (MB 24) (TBES) — Interest — Buy — Public

Atlanta Ga Arpt Rev (MB 25) (MQP7) — Interest — Buy — Public

Gwinnett Cnty Dev Auth Ctfs Partn (MB25) (SCMS) — Interest

Oconee Cnty Ga Genl Oblig Ref Ser-A (MB25) (MBW7) — Interest — Buy — Public

Georgia St Genl Oblig Ser-D (MB 25) (4FS0) — Interest

Gwinnett Cnty Ga Sch Dist (MB 25) (5B67) — Interest

Downtown Savannah Auth Ga Imptgenl Oblig Rev Ref (MB 28) (2NA4) — Interest — Buy — Public

Georgia St. Gen. Oblig Ser-A (MB 31) (4YWO) — None — Buy — Public

Morgan Stanley Bank - Accounts (Int) — Interest

Gwinnett County Sch Dist (MB 23) (55P47) — Interest

Carroll Cnty School Dist (MB 23) (83CM7) — Interest

Gwinnett Cnty Dev Auth Ctfs Partn (MB 20 (15CLT) — Interest

IRA Account {Morgan Stanley, Custodian) tH

Morgan Stanley Bank (IRA Acct) (Cash Equivalent) (See VII — Interest

Morgan Stanley Private Bank (IRA Acct) {Cash Equivalent) (See VII) — Interest

Guggenheim S & P 500 Equ Weight (RSP) — Int/Div — Buy — Public

Guggenheim S & P 500 Equ Weight (RSP) — Buy — Public

Guggenheim S & P 500 Equ Weight (RSP) — Sold (part) — Public

Guggenheim S & P 500 Equ Weight (RSP) — Sold (part) — Public

IShares US HealthCare Prov ETF (IHF) — Int/Div — Sold (part) — Public

IShares US HealthCare Prov ETF (IHF) — Sold — Public

Shares US Pharmaceuticals ETF (IHE) — None — Sold — Public

Shares US Pharmaceuticals ETF (IHE) — Sold — Public

IShares US Consumer Ser ETF (1Y(O) — Int/Div

Shares S & P Midcap 400 Index (IIH) (Y) (See VIII

IShares North American Tech Soft (IGV) — Int/Div — Buy — Public

IShares North American Tech Sector (IGM) — Int/Div — Buy — Public

IShares NASDAQ Biotech ETF (IBB) — None — Sold — Public

IShares SP Smallcap 600 Index (JR) — Int/Div — Sold (part) — Public

IShares SP Smallcap 600 Index (JR) — Sold (part) — Public

IShares SP Smallcap 600 Index (JR) — Sold — Public

IShares SP Smallcap 600 Index (JR) — Buy

IShares US Healthcare ET (IYH) — Int/Div — Sold (part) — Public

IShares US Healthcare ET (IYH) — Sold — Public

IShares US Aerospace & Def ETF (ITA) — Int/Div — Sold (part) — Public

IShares US Fin Services ETF (1YG) — None — Sold — Public

IShares Phlx Semiconductor (SOX X) — Int/Div — Buy — Public

IShares Phlx Semiconductor (SOX X) — Buy — Public

IShares US Broker-Dealer ETF (1A) — None — Sold — Public

IShares S&P Midcap 400 Index (UH) (See vin — Int/Div — Sold (part) — Public

IShares S&P Midcap 400 Index (UH) (See vin — Sold — Public

IShares S&P Midcap 400 Index (UH) (See vin — Buy — Public

IShares US Home Construct (1TB) — None — Sold — Public

Powershares QQQ Tr (QQQ) — Int/Div — Sold (part) — Public

Powershares QQQ Tr (QQQ) — Sold — Public

Powershares QQQ Tr (QQQ) — Buy — Public

Alerian MLP ETF (AMLP) — Int/Div — Buy — Public

IShares N Amer Nat Res ETC (IGE) — Int/Div — Buy — Public

IShares S&P S00 Grwth ETF (1IVW) — Int/Div — Buy — Public

IShares S&P 500 VAL ETF (IVE) — Int/Div — Buy — Public

PWRSHDB USS Ind Bull Fd ETF (ULP) — None — Buy — Public

Proshares TR II Vix Mid-Trm FI (VIXM) — None — Buy — Public

Proshares TR II Vix Mid-Trm FI (VIXM) — Buy — Public

Proshares TR II Vix Mid-Trm FI (VIXM) — Buy — Public

Proshares TR II Vix Mid-Trm FI (VIXM) — Buy — Public

Proshares TR II Vix Mid-Trm FI (VIXM) — Buy — Public

Proshares TR II Vix Mid-Trm FI (VIXM) — Buy — Public

Proshares TR II Vix Mid-Trm FI (VIXM) — Sold (part) — Public

Proshares TR II Vix Mid-Trm FI (VIXM) — Sold — Public

IShares U.S. Utilities ETF (1DL) — Int/Div — Buy — Public

IShares U.S. Utilities ETF (1DL) — Buy — Public

IShares U.S. Utilities ETF (1DL) — Sold — Public

Apartment, New York, NY (See VII) — None

Adpunct Faculty (See Part VIII), Mercer Umiversaty School of Law

Trustee for Beneficiary Under Will, Trust No. (See VII)

Agreement — 2008 — Thomson/Reuters, f/k/a West Services, Inc. (Publisher) and Filer, Adam M. Goodman, and W. Homer Drake, Jr (Authors) (See Part VIII)

Agreement — 2000 — Mercer University School of Law (See Part VIII)

Reimbursement — Bankruptcy Judges — Judges' Conference and chair of program committee — NE me fy a ml rR te committee chair and air and ground travel

Reimbursement — Middle District of Georgia Bankruptcy Law Institute — September ¥ - 9.2016 — Macon, GA — Faculty for CLE Program — Reimbursement of lodging waiver of registration fee including lunch & dmner

Reimbursement — Law ren — for meals with guest faculty, other faculty, and staff

Reimbursement — American College of Bankruptcy — Mar 1819, 2016 — Washington, D.C — Attend induction ceremony and CLE Program — Reimbursement for travel and lodging

Reimbursement — University of Miami School of Law — February 26-28, 2016 — Miami, FL — Participate as judge for Moot court program — Reimbursement for lodging and waiver of fees

Reimbursement — Tennessee Bar Association — April 29-May 1, 2016 — Gatlinburg, TN — Faculty for CLE Program — Reimbursement for travel, lodging, and meals

Reimbursement — A i ete Institute — Tal TI TTT TH, — complimentary dinner; registration fee waived

Reimbursement — National Association of Ch 13 Trustees — July 20-24, 2016 — Philadelphia, PA — Faculty for CLE Program — Reimbursement for lodging, travel, meals; registration fee waived

Income — 2016 — Thomson/Reuters (1/k/a West Services) book royalties — S4.501.00

Spouse's income — 2016 — Self-employed Math Tutoring

1. Positions

1. Mercer University School of Law; Teacher for course in bankruptcy law, beginning January 2016, ending May 2016. Also adjunct faculty for 2010-2015, and

2017.

2and 3. Decedent died 12/25/14. Letters testamentary issued 1/29/15. Decedent's will appointed filer as Trustee under Testamentary Trust Under Will. Neither

filer, filer's spouse, nor any dependent child is beneficiary of estate or of testamentary trust. Filer, therefore, is not required to provide information about assets

or income of the estate or trust. Assets were shown on 2014 Report as assets of Decedent's estate, Estate No. |. The identified Assets of Estate No. | were sold

in 2015 and substantially distributed to beneficiaries. One beneficiary is a testamentary trust, Trust No. I. None of Filer, Filer's spouse, or any dependent child

of Filer or spouse, (1) has any interest in principal or income of Estate No. | or Trust No. 1; (2) receives any income from the Estate or Trust; and (3) has any

beneficial interest in the Estate or Trust. Filer, therefore, is not required to report with regard to disposition of these assets or assets or income of Estate or Trust,

Lines 121 through 128 of 2015 Report listed Estate No. 1 and its assets, and Part VII explained that Filer is not required to report with regard to these matters,

For this reason, they are omitted from this Report.

11. Agreements

1. Agreement between West Services, Inc. (now known as Thomson/Reuters) (Publisher), and Filer, Adam M. Goodman, and W. Homer Drake, Jr. (collectively,

Authors), for Authors to prepare book on chapter 13 bankruptcy law for publication by publisher (Title: Chapter 13 Practice and Procedure.) Royalties to be

divided between Filer and Goodman. Various parties signed the agreement 1/8/08, 1/9/08, 1/10/08, and 2/19/08.

2. Mercer University School of Law. Agreements to teach course on Consumer Bankruptcy Practice as adjunct faculty for Spring Semester (Jan. - May) for cach

of years 2010 through 2017. No compensation: expenses to be reimbursed.

VIL Investments and Trusts

General Note: In the parentheses following some assets, “MB” indicates that the asset is a municipal bond and the two digit number refers to its maturity date.

For some assets, a parenthetical also contains a reference to last four or five digits of CUSIP number,

Line 8 - 000 was member of investment club thar liquidated holdings in public markets, distributed proceeds, and dissolved.

Line 68 - Typographical error corrected in parenthetical.

Lines 92 and 93 - Morgan Stanley Bank and Morgan Stanley Private Bank - [RA Account - IRA Custodian utilizes these accounts at its discretion to hold cash

reserves in TRA account, to receive interest, dividends, or proceeds from sales of assets, to pay required fees, and to purchase investments. Account occasionally

has zero balance. Funds in Morgan Stanley Private Bank transferred to Morgan Stanley Bank during reporting period, with zero balance at end of period in

Morgan Stanley Private Bank. Morgan Stunley Private Bank listed for convenience of filer and for continuity.

Lines 103, 118 - Report for 2015 inadvertently listed the asset twice, at lines 100 and 115, Transactions and information for end of current period shown on Line

118.

Line 141 - Filer acquired 1/2 ownership interest in residential cooperative unit in 2006 for personal use of owners. Cost for 1/2 interest was $168,500. Co-owner

is family member other thin spouse or dependent child. See Line 52 and note, Financial Disclosure for 2006,

Filer removed this asset from reporting on Financial Disclosure for 2007 (Line 52) based on personal use of unit as a residence by co-owner. Co-owner is

responsible for all expenses of property and does not pay anything to filer for occupancy. Filer has received no income from unit in any year.

For 2014 to present, co-owner leased the unit to a third party. Filer is not a party to the lease agreement. Co-owner is entitled to all income from the unit

and is responsible for all expenses,

Because co-owner no longer uses unit as personal residence, Filer is listing the asset because it may now be considered an "investment."

Note: Lines 121 through 128 of 2015 Report listed Estate No. 1 and its assets, and Part VII explained that Filer is not required to report with regard to these

matters. For this reason, they are omitted from this 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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.