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.