# Paul W. Bonapfel > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/10132 ## Record - **Judge:** Paul W. Bonapfel - **Year:** 2016 - **Report type:** Annual - **Pages:** 15 ## Text 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, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10132. Public record. Not legal advice.