Jack B. Schmetterer

2015Annual

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What was filed

  • 68

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • 5) UNDER VIII
  • 4) & (6) UNDER vii
  • FEDERAL BAR ASSOCIATION, CHICAGO CHAPTER
  • NATIONAL CONFERENCE OF BANKRLPICY JUDGES
  • JUST THE BEGINNING FOUNDATION
  • UNION LEAGUE CLUB OF CHICAGO -SEE(HYUNDER VIR
  • Former wife's State of Illinois Teacher Retirement after death 10/22/98 converted to spousal annuity plus annual COLA. Income $33,000
  • Spouse practices law in Northern Indiana

As filed

CHASE BANK (ACCOUNT) — Interest — 5) UNDER VIII

MASS MUTUAL LIFE INSURANCE — Interest

IRA FIDELITY GNMA FUND — Int/Div — Sold

IRA FIDELITY INVESTMENT GRADE — Int/Div — Sold

IRA FIDELITY FOCUSED HIGH INCOME FUND — Int/Div

IRA Fidelity Large Cap Growth — Int/Div — Buy

IRA FIDELITY NEW MILLENIUM — Int/Div

IRA FIDELITY BALANCED — Int/Div

IRA FIDELITY LOW PRICED STOCK — Int/Div

IRA FIDELITY NASDAQ COMPOSITE — Int/Div

IRA SPARTAN TOTAL MKT INX FUND — Int/Div

TRUSTEE OF FAMILY TRUST — 4) & (6) UNDER vii

REMARRIED CALENDAR YEAR 2001 WIFE INVESTMENTS FOLLOW

FEDERAL HOME LOAN MFG CORP 7.8% — Interest

GE GLOBAL 6.45% — Interest

AMERICAN CENTURY EQUITY INCOME — Int/Div — Buy

AMERICAN CENTURY EQUITY INCOME — Int/Div — Sold (part)

ANSTON MONTAG & CALDWELL — Int/Div — Buy

ANSTON MONTAG & CALDWELL — Int/Div — Sold (part)

ANSTON MONTAG & CALDWELL — Int/Div — Sold (part)

BLACK ROCK HIGH YIELD — Int/Div — Sold (part)

FMI LARGE CAP — Int/Div — Sold (part)

FMI LARGE CAP — Int/Div — Sold (part)

FMI LARGE CAP — Int/Div — Sold (part)

HARBOR SMALL CAP VALUE INSTL CL — Int/Div — Sold (part)

HARBOR INTERNATIONAL — Int/Div — Sold (part)

HARBOR INTERNATIONAL — Int/Div — Sold (part)

INVESCO GLOBAL REAL ESTATE — Int/Div — Sold (part)

INVESCO GLOBAL REAL ESTATE — Int/Div — Sold (part)

ISHARES RUSSELL 1000 VALUE — Int/Div — Sold

ISHARES RUSSELL 1000 VALUE — Int/Div — Buy

ISHARES RUSSELL 1000 GROWTH ETF — Int/Div — Sold

ISHARES RUSSELL MID CAP — Int/Div — Buy

JOHN HANCOCK CLASSIC VALLE — Int/Div — Sold (part)

JOHN HANCOCK CLASSIC VALLE — Int/Div — Sold (part)

KEELEY SMALL CAP VALUE — Int/Div — Sold

LOOMIS SAYLES GROWTH — Int/Div — Buy

MFSINSTL INTL EQUITY — Int/Div — Sold (part)

MFSINSTL INTL EQUITY — Int/Div — Sold (part)

OAKMARK INTL — Int/Div — Sold (part)

OAKMARK INTL — Int/Div — Sold (part)

PIMCO COMMODITY REAL RETURN — Int/Div — Sold

PRINCIPAL MID CAP — Int/Div — Sold (part)

PRINCIPAL MID CAP — Int/Div — Sold (part)

PRINCIPAL DIVERSIFIED REAL ESTATE — Int/Div — Buy

STERLING CAPITAL MID VALUE — Int/Div — Sold (part)

STERLING CAPITAL MID VALLE — Int/Div — Sold (part)

STERLING BAPITAL MID VALUE — Int/Div — Sold (part)

STRATTON SMALL CAP VALLE — Int/Div — Sold (part)

TROWE PRICE SUMMIT MUN — Int/Div — Sold (part)

TROWE PRICE FREE SHORT — Int/Div — Sold (part)

TROWE PRICE GROWTH STOCK — Int/Div — Buy

TROWE PRICE GROWTH STOCK — Int/Div — Sold (part)

TOUCHSTONE SANDS CAPITAL — Int/Div — Sold (part)

TOUCHSTONE SMALL CAP CORE — Int/Div — Buy

VANGUARD LIMITED TERM TAX EXEMPT — Int/Div — Sold (part)

VICTORY MUNDER MID CAP CORE GROWTH — Int/Div — Sold (part)

VICTORY MUNDER MID CAP CORE GROWTH — Int/Div — Sold (part)

VICTORY MUNDER MID CAP CORE GROWTH — Int/Div — Sold (part)

WELLS FARGO ADVANTAGE EMERGING MARKETS — Int/Div — Buy

WELLS FARGO ADVANTAGE INTERMEDATE TAX — Int/Div — Sold (part)

BAIRD INTERMEDIATE MUNICIPAL BOND — Int/Div — Sold (part)

INSURED US DEPOSITS — Interest

KYTHERA BIOPHARMCEUTICALS — Int/Div — Buy

KYTHERA BIOPHAEMCEUTICALS — Int/Div — Sold

NATIONAL CITY BANK OF LAPORTE (ACCOUNT) — Interest — Closed

PNC 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

Income — 11231115 — Former wife's State of Illinois Teacher Retirement after death 10/22/98 converted to spousal annuity plus annual COLA. Income $33,000 — S33.000.00

Spouse's income — 2015 — 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 VII: INVESTMENTS AND TRUSTS

3 LINE 12: 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 14-68: REMARRIED DURING CALENDAR YEAR 2001 AND WIFE'S ASSETS ARE LISTED ON THESE LINES.6

5 LINE 1: RESIDUAL AMOUNT FROM BACK PAY AWARD DEPOSITED INTO THIS ACCOUNT.

6 LINE 14-68: SPOUSE SOLD PROPERTY IN BANGOR, MAINE IN MAY OF 2015, RESIDUALS WERE ROLLED INTO INVESTMENTS.

7

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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