Paul W. Bonapfel
2017Annual
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What was filed
127
investments
3
positions
0
gifts
2
agreements
0
debts
6
reimbursements
1
income
1
spouse income
Named parties
- Public
- Mercer Umiversaty School of Law
- Estate No. (No reportable assets) (See VII
- Trust No. {No reportable assets) (See VIII)
- Law Eg
- American College of Bankruptcy
- Tennessee Bar Association
- Association
- Sectionand ICLE =~
- Thomson/Reuters (1/k/a West Services) book royalties
- Self-employed Math Tutoring
As filed
Motorola Solutions. Inc — Int/Div
Cisco Systems Common — Int/Div
Touchmark Bancshares. Inc. Common — Int/Div
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
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 Dev Auth Rev Fulton Cnty GA (MB-18) — Interest
Monroe Ga (MB 17) — Interest — Redeemed — Public
Berrien Cnty Ga Sch Dis OID (MB 17) (2AUD — Interest — Redeemed — Public
Cobb County Wir & Sewer Impt Rev (MB I1TSVWO) — Interest — Redeemed — Public
Dahlonega Ga Dwntwn RV CTFG (MB 17) — Interest — Redeemed — Public
Gwinnett Coty Ga Sch Dist Ref (MB 18) (5A50) — Interest
Clayton Cnty & Clayton Cnty Ga Wir Auth (MB IS) (6XJ4) — Interest
Georgia St Genl Oblig Ref-1 (MB 18) (4P19) — Interest
Georgia St (MB 19) (4XE1) — Interest
Columbia Cnty Ga Genl Oblig Ser-D (MB 19 (0FEM6) — Interest — Redeemed — Public
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) (MCL3) — Interest
Habersham Cnty Ga Hosp Auth Rev Antic CTFS (MB 19) — Interest — Redeemed — Public
Gwinnett Cnty Sch Dist Ref (MB 20) (5A84) — Interest
Clayton Cnty & Clayton Cnty Wir Auth Wir & Swr Rev Ref-A (MB 20) (6YN4 — Interest
Decatur Co Sch Bldg Auth (MB 20) — Interest — Redeemed — Public
Georgia St Genl Oblig Ref Ser-I (MB 21) (APPS) — Interest
Metro Atlanta Rapid Tran Auth Ga Sales Tax Rev Ref (MB 21)(5A95) — Interest
Gwinnett Cnty Ga Wir & Sew Auth Rey Ser-A (MB 21H OGWS) — Interest
Habersham Cnty Ga Hosp Auth Rev Antic CIFSIMB21) — Interest — Redeemed — Public
Georgia St Genl Oblig Ref E-2 (MB 21) WVTO) — Interest
Fayette Cnty Ga Pub Facs Au Rev Ref Crim Justice Cir PJ (MB 22) (4CJ5) — Interest
Gwinnett Caty Ga Dev Auth Rev Arena Prkg (MB22) (OBLS) — Interest
Georgia St (MB 22) (42X7) — Interest
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) (6BG6H) — Interest
Sumter Cnty Ga Sch Dist (MB 17) — Interest — Redeemed — Public
Metro Atl. Rap. Tran Au (MB 20) (5A46) — Interest
Walton Cnty Ga Sch Dist Ref (MB 20) {OBY6) — Interest
Gwinnett County Ga School Dist Ref (MB-23)(5B42) — Interest
Habersham Cnty Ga Sch Dist (MB 23) (6DH2) — Interest
Cobb Co. Ga Wir & Sew Rev (MB 23) (SWC) — Interest
Georgia St (MB 23) (43Q7) — Interest
Cherokee Cnty Ga Wir Sew Auth Rfgd Impt OID (MB 23) (3HS9) — Interest
Georgia St. Genl Oblig Ref-C (MB 23) (4YB6) — Interest
Forsyth Co. Ga Genl OBLIG-A (MB 24) 3DW3) — Interest
Ga StGenl OBLIG- Ser B (MB 25) (4JP2) — Interest
Fayette Cnty Ga Pub Facs Auth Rev (MB 18) (4CE6) — Interest
Main St Nat Ga Proj Ser A (MB 18 YBBO) — Interest
Ga St Rd & Thy Fd. Hwy Grant (MB 18) (TAPS) — Interest — Redeemed — Public
Gwinnett County GA Dev Auth, (MB 20) (OBJ) — Interest
Paulding Caty Ga Sch Dist Ref (MB 21) {OFG6) — Interest
Gamesville & Hall Cnty Ga Hosp Auth (MB 2H NCHHCESTV) (See VII — Interest
Gainesville & Hall Cnty Ga Hosp Auth (MB 21 NPHCETET) (See VID — Interest
Georgia St. Hsg & Fin Auth Rev Single Fam Mig-C (MB 21) (9CT8) — Interest
Cobb Cnty Ga Wir & Sew Rev (MB 18) (SVXS) — Interest
Gwinnett Cnty Ga Wir & Sew Auth Rey (MB 18) (0JL6) — Interest
Forsyth Cty 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 — Redeemed — Public
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 23)0BM6) — Interest
Columbus Ga Bldg Auth Lease Rev Ref-A (MB 24) (2KA0) — Interest
Downtown Savannah Ga Savannah Projs Rev Ref (MB 24) (MW Ty — Interest
Georgia St Genl Oblig Ref-C (MB 23) (4ZY5) — Interest
Ad Arpt Gen Rev Ref Ser. C (MB 24) IMMUO) — Interest
Fulton County Ga Dev Auth Rev (MB 24) {OM20) — Interest
Adanta Ga Wir & Wastewtr Rev Ref-B (MB 240 (0LWS) — Interest
Atlanta Ga Pub Safety & Judicial Facs Au (MB 24) (TBES) — Interest
Atlanta Ga Arpt Rev (MB 25) (MOQP?) — Interest
Gwinnett Caty Dev Auth Ctfs Partn (MB25) (5CMS) — Interest
Oconee Cuty Ga Genl Oblig Ref Ser-A (MB25) (MBWT) — Interest
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
Georgia St. Gen. Oblig Ser-A (MB 31) (AYWO) — Interest
Atlanta GA Arpt Pass FacChrg Sub Lien Gen Rev RefA (MB26)TCOS)EBA6S) — None — Buy — Public
Atlanta Ga Dev Auth Rev-B(MB 27) INJXBYEG2GH — Interest — Buy — Public
Forsyth Cnty GA Sch Dist (MB26) (41L6) (FK2Y2) — None — Buy — Public
Georgia Hsg Fin Singl Fam Mtg Auth Gen Oblig SerA (MB28) (96PSCKWE2) — Interest — Buy — Public
Georgia St (MB 27) (SAK9) (FKSA4) — None — Buy — Public
Georgia St Genl Oblig Ref-C-1 (MB 25) (43M6) (DFQT) — Interest — Buy — Public
Georgia St Genl Oblig Ref-C-1 (MB 25) (43M6) (DFQT) — Buy — Public
Georgia St Genl Oblig Ref-C-1 (MB 25) (94P7)(DTOQ39) — Interest — Buy — Public
Jefferson Gu Sch Dist Ref (MB 27) MCE9) (E2HM9) — None — Buy — Public
Lamar Caty School Dist (MB 31) (PBS2) (CSI8Y) — None — Buy — Public
Macon-Bibb Cnty Ga Indl Auth Rev Ref (MB 26) (9AJ4) (CIKSR) — Interest — Buy — Public
Morgan Cnty Ga Sch Dist (MB 26) (1A)4) (C6K2A) — Interest — Buy — Public
Suwanee Ga Urban Redev Agy Rev (MB 26) (SAZ9) (CUSLY) — None — Buy — Public
Morgan Stanley Bank - Accounts (Int) — Interest
Gwinnett County Sch Dist (MB 23) (55P47) — Interest
Carroll Cnty School Dist (MB 23) (83CMT) — Interest
Gwinnett Cnty Dev Auth Ctfs Partn (MB 280(15CLY — Interest
IRA Account {Morgan Stanley, Custodian) (Hy
Morgan Stanley Bank (IRA Acct) (Cash Equivalent) (See VIII) — Interest
Morgan Stanley Private Bank (IRA Acct) {Cash Equivalent) (See VIII) — None
Guggenheim S & P 500 Equ Weight (RSP) — Int/Div
IShares US Consumer Ser ETF (1YC) — Int/Div — Sold (part) — Public
IShares North American Tech Soft (IGV) — Int/Div — Buy — Public
IShares North American Tech Sector (IGM) — Int/Div
IShares SP Smallcap 600 Index (JR) — Int/Div
IShares US Aerospace & Def ETF (ITA) — Int/Div
IShares US Fin Services ETF (1YG) — Int/Div — Buy — Public
IShares Phlx Semiconductor (SOXX) — Int/Div
IShares S&P Midcap 400 Index (UH) (See vin — Int/Div
Powershares QQOQ Tr {QQQ) — Int/Div
Alerian MLP ETF (AMLP) — Int/Div — Buy — Public
Alerian MLP ETF (AMLP) — Sold — Public
IShares N Amer Nat Res ETC (IGE) — Int/Div — Sold — Public
IShares S&P 500 Grwth ETF (1IVW) — Int/Div
IShares S&P S00 VAL ETF (IVE) — Int/Div
PWR SH DB US $ Ind Bull Fd ETF wm — None — Buy — Public
PWR SH DB US $ Ind Bull Fd ETF wm — Sold — Public
IShares Cohen & Steer REIT ETF (ICF) — None — Buy — Public
IShares Cohen & Steer REIT ETF (ICF) — Sold — Public
IShares US Regional Banks ETF (IAT) — Int/Div — Buy — Public
IShares US Regional Banks ETF (IAT) — Buy — Public
Vanguard FTSE Emerging Markets (VWO) — Int/Div — Buy — Public
Vanguard FTSE Emerging Markets (VWO) — Buy — Public
Vanguard FTSE Europe E11 (VGK) — Int/Div — Buy — Public
Vanguard FTSE Europe E11 (VGK) — Buy — Public
Apartment, New York, NY (See VII) — None
Adpunct Faculty (See Part VIII), Mercer Umiversaty School of Law
Executor for Estate, Estate No. (No reportable assets) (See VII
Trustee for Beneficiary Under Will, Trust No. {No reportable assets) (See VIII)
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 — Law Eg — eee Tgp — I Te TE Tl Te 7 tr Star Ne NTS TT Tea for meals with guest faculty, other faculty, and staff
Reimbursement — American College of Bankruptcy — Mar 10-11, 2017 — Washington, D.C — Attend induction ceremony and CLE Program — Reimbursement for travel and lodging
Reimbursement — Tennessee Bar Association — April 28-30, 2017 — Gatlinburg, TN — Faculty for CLE Program — Reimbursement for travel, lodging, and meals
Reimbursement — TT a mmr] TI er Hw Agent judges; registration fee including lunch waived
Reimbursement — Association — Carolina — program for attorneys und consultants — meals $0000
Reimbursement — Sectionand ICLE =~ — 2017 — foe including lunch & dinner waived for attending judges and spouses
Income — 27 — Thomson/Reuters (1/k/a West Services) book royalties — S4.025.00
Spouse's income — 2017 — Self-employed Math Tutoring
I. Positions
1. Mercer University School of Law; Teacher for course in bankruptcy law, beginning January 2017, ending May 2017. Also adjunct faculty for 2010-2016, and
2018.
2 and 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. Final distribution made in 2017, and estate has been closed, so filer no longer has position as Executor. One
beneficiary is a testamentary trust, Trust No. I. Noue of Filer, Filer's spouse. or uny dependent child of Filer or spouse, (1) has any interest in principal or income
of Estate No. | or Trust No. I; (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. | and its
assets, and Part VIII 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 2018. 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 and another parenthetical sometimes shows SEC number.
Lines 58 und 59 - On 2016 Report, Line 64 showed bonds issued by "Gainesville - Hall Coty Ga Hosp Auth Re OID," with a maturity in 2021 and "2KU9" as the
lust 4 digits of the Cusip number. A Pre-Refunding transuction occurred in February 2017 that resulted in the backing of a portion of the bonds by U.S Treasuries
and the assignment of different Cusip numbers for cach portion. Lines 58 and 59 reflect an edited description (due to space limits), the new Cusip numbers,
interest, and values for each portion. Filer did not buy or sell bonds and the two assets are the same as the asset reported in 2016.
Lines 100 and 101 - Morgan Stanley Bank and Morgan Stanley Private Bank - TRA Account - IRA Custodian has utilized these accounts in past years at its
discretion to hold cash reserves in IRA account, to receive interest, dividends, or proceeds from sales of assets, to pay required fees, and to purchase investments.
Account occasionally hud zero bulance. As set forth in Part VIII of 2016 Report (Part VIII, Lines 92-93 notes), funds in Morgan Stanley Private Bank in 2016
were transferred to Morgan Stanley Bank during reporting period, with zero balance at end of 2016 in Morgan Stanley Private Bank, Morgan Stanley Private
Bank was listed for convenience of filer and for continuity, Morgan Stanley Private Bank was not used in 2017. Thus, it has no ending value.
Line 127 - Filer acquired 1/2 ownership mterest m residential cooperative unit in 2006 for personal use of owners. Cost for 1/2 interest was $168,500. Co-owner
is family member other thun 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.”
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.