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.

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