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.