Jack B. Schmetterer

2014Annual

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What was filed

  • 45

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • 5) UNDER VIII
  • 6) UNDER VII
  • 7) UNDER VII
  • 3) UNDER VII
  • 4) UNDER VII
  • FEDERAL BAR ASSOCIATION, CHICAGO CHAPTER
  • NATIONAL CONFERENCE OF BANKRLPICY JUDGES
  • JUST THE BEGINNING FOUNDATION
  • UNION LEAGUE CLUB OF CHICAGO -SEE(HYUNDER VIR
  • Nanonal Conference of Bankruptcy Judges
  • Former wife's State of Illinois Teacher Retirement after death 10/22/98 converted to spousal annuity plus annual COLA.
  • Spouse practices law in Northern Indiana

As filed

CHASE BANK (ACCOUNT) — Interest

MASS MUTUAL LIFE INSURANCE — Interest

IRA FIDELITY GNMA FUND — Int/Div — Sold (part)

IRA FIDELITY INTER BOND — Int/Div — Sold

IRA FIDELITY INVESTMENT GRADE — Int/Div — 5) UNDER VIII

IRA FIDELITY FOCUSED HIGH INCOME FUND — Int/Div

IRA FIDELITY TOTAL BOND — Int/Div — Sold (part)

IRA FIDELITY TOTAL BOND — Int/Div — 6) UNDER VII

IRA FIDELITY NEW MILLENIUM — Int/Div

IRA FIDELITY BALANCED — Int/Div — 7) UNDER VII

IRA FIDELITY LOW PRICED STOCK — Int/Div

IRA FIDELITY NASDAQ COMPOSITE — Int/Div — Buy

IRA SPARTAN TOTAL MKT INX FUND — Int/Div — Buy

IRA SPARTAN TOTAL MKT INX FUND — Int/Div — Buy

TRUSTEE OF FAMILY TRUST — 3) UNDER VII

REMARRIED CALENDAR YEAR 2001 WIFE INVESTMENTS FOLLOW — 4) UNDER VII

FEDERAL HOME LOAN MFG CORP 7.5% — Interest

GE GLOBAL 6.45% — Interest — Sold (part)

FMI LARGE CAP — Int/Div — Buy

HARBOR SMALL CAP VALUE — Int/Div — Buy

HARBOR INTERNATIONAL — Int/Div — Buy

INVESCO GLOBAL REAL ESTATE — Int/Div — Buy

ISHARES RUSSELL 1000 VALUE — Int/Div — Buy

ISHARES RUSSELL 1000 GROWTH ETF — Int/Div — Buy

JOHN HANCOCK CLASSIC VALLE — Int/Div — Buy

KEELEY SMALL CAP VALUE — Int/Div — Buy

MFSINSTL INTL EQUITY — Int/Div — Buy

OAKMARK INTL — Int/Div — Buy

PIMCO COMMODITY REAL RETURN — Int/Div — Buy

PRINCIPAL MID CAP — Int/Div — Buy

STERLING CAPITAL MID VALLE — Int/Div — Buy

STRATTON SMALL CAP VALUE — Int/Div — Buy

TROWE PRICE SUMMIT MUN — Int/Div — Buy

TROWE PRICE FREE SHORT — Int/Div — Buy

TOUCHSTONE SANDS CAPITAL — Int/Div — Buy

VANGUARD LIMITED TERM TAX EXEMPT — Int/Div — Buy

VICTORY MUNDER MID CAP CORE GROWTH — Int/Div — Buy

WELLS FARGO ADVANTAGE EMERGING MARKETS — Int/Div — Buy

WELLS FARGO ADVANTAGE INTERMEDIATE TAX — Int/Div — Buy

BAIRD INTERMEDIATE MUNICIPAL BOND — Int/Div — Buy

INSURED US DEPOSITS — Interest

NATIONAL CITY BANK OF LAPORTE (ACCOUNT) — Interest

BLACK ROCK HIGH YIELD — Int/Div — Buy

PMC BANK OF LAPORTE. IN — Interest

ALL AMERICAN FINANCIAL CORP COMMON STOCK — Int/Div

MEMBER, FEDERAL BAR ASSOCIATION, CHICAGO CHAPTER

MEMBER, NATIONAL CONFERENCE OF BANKRLPICY JUDGES

ADVISORY BOARD, JUST THE BEGINNING FOUNDATION

"PRIVILEGE" HOLDER, UNION LEAGUE CLUB OF CHICAGO -SEE(HYUNDER VIR

Reimbursement — Nanonal Conference of Bankruptcy Judges — 1O/814-10/1122014 — Chicago, IL — Activity of Professional Association — Lodgmg and Meals

Income — 1123114 — Former wife's State of Illinois Teacher Retirement after death 10/22/98 converted to spousal annuity plus annual COLA. — $32.148.00

Spouse's income — 2014 — Spouse practices law in Northern Indiana

PART I: POSITIONS

1. LINE 8: IN 1988, UNION LEAGUE CLUB OF CHICAGO ADMITTED ALL FEDERAL JUDGES TO "PRIVILEGE" OF USING FACILITIES AT THE

CLUB WITHOUT PAYMENT OF ANY INITIATION FEE. AS PRIVILEGE HOLDERS, WE EACH PAY A MONTHLY JUDICIAL RATE (NOW $78 PER

MONTH), FIXED BY THE CLUB TO COVER ITS OVERHEAD COSTS FOR PRIVILEGE HOLDERS. WE MUST ALSO PAY REGULAR RATES FOR

ALL FOOD, LODGING, ENTERTAINMENT, PROGRAMS, OR USE OF FACILITIES REQUIRING SPECIAL CHARGES. THIS IS NOT AN HONORARY

MEMBERSHIP OR A MEMBERSHIP AT ALL, BUT IS UNDER A CLUB "PRIVILEGE" CATEGORY TO USE THE FACILITIES BY PAYING REGULAR

RATES FOR WHATEVER WE USE,

2. LINE 9: AFTER DEATH OF FORMER SPOUSE (10/28/98), TRUSTEE BECAME TRUSTEE OF FAMILY TRUST WHICH OWNS INSURANCE

POLICY, RESIDENCE, AND SUMMER HOME UNDER TESTAMENTARY TRUST WHICH TRUSTEE IS BENEFICIARY FOR LIFE (EXCEPT FOR

INSURANCE POLICY), AND THEN CHILDREN AS SUCCESSORS,

PART VIE: INVESTMENTS AND TRUSTS

3. LINE 15: TRUST #1 OF WHICH ASSETS ARE LIFE INSURANCE PURCHASED THROUGH U.S. GOVERNMENT AND PERSONAL RESIDENCES

IN ILLINOIS AND MICHIGAN FROM WHICH NO INCOME IS DERIVED, OF WHICH TRUSTEE #1 1S BENEFICIARY AND CHILDREN ARE

SUCCESSOR BENEFICIARIES,

4 LINE 16: REMARRIED DURING CALENDAR YEAR 2001 AND WIFE'S ASSETS ARE LISTED ON LINES 17-45.

5. LINE 5: 2013 - ALL OF FIDELITY GOVERNMENT INCOME IRA SOLD ON 6/28/13; COLUMN C 1&2 SHOULD HAVE BEEN BLANK.

6. LINE 8: 2013 - ALL OF IRA FIDELITY CASH RESERVES WAS SOLD 1/15/13; COLUMN C 1&2 SHOULD HAVE BEEN BLANK.

7. LINE 10: IRA FIDELITY SHORT TERM BOND WAS SOLD: COLUMN C 1&2 SHOULD HAVE BEEN BLANK.

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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Jack B. Schmetterer | Frix