Paul W. Bonapfel
2015Annual
Ask Donna
Pull out the substance of this filing.
What was filed
128
investments
2
positions
0
gifts
2
agreements
0
debts
5
reimbursements
1
income
1
spouse income
Named parties
- Public
- Mercer Umiversaty School of Law
- Trust No. (See VII)
- Continuing Legal Education
- American College of Bankruptcy
- A i ete Institute
- Bankruptcy Judges
- Thomson/Reuters (1/k/a West Services) book royalties
- Self-employed Math Tutoring: Julie Kem, $1,235 paid for child's tutoring
As filed
Motorola Solutions. Inc — Int/Div
Cisco Systems Common — Int/Div
Touchmark Bancshares. Inc. Common — None
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
Atlanta Investment Partners — Int/Div
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 Dey Auth Rev Fulton Cnty GA (MB-18) — Interest
Col. Ga Bldg Aut Leas Rev Cap Impt RefLease RevA (MB15) (2HMB) — None — Redeemed — Public
Newnan Ga Wir Sew & Lt Ser A (MB 16) — Interest
Monroe Ga (MB 17) — Interest
Decatur Ga Genl Oblig (MB 16) (9DW2) — Interest
GaSt Rd & Tollway Auth Fed Hwy Grant Antic Rev A (MBI6XMCG4Y) — Interest
Berrien Cuty Ga Sch Dis OID (MB 17) (AUD — Interest
Cobb County Wir & Sewer Impt Rev (MB I1THSVYWO) — Interest
Dahlonega Ga Dwntwn RV CTFG (MB 17) — Interest
Gwmnett Caty Ga Sch Dist Ref (MB 18) (5A50) — Interest
Clayton Cnty & Clayton Cnty Ga Wir Auth (MB 18) (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) (OEM6) — Interest
Georgia St Genl Oblig Ser-D (MB 19) (4LBO) — Interest
Lee County GA Sch Dist - B (MB 18) (2B79) — Interest
GaStRd & Thwy (MB 19) (MCL3) — Interest
Habersham Cnty Ga Hosp Auth Rev Antic CTFS (MB 19) — Interest
Gwinnett Cnty Sch Dist Ref (MB 20) (SAS4) — Interest
Clayton Cnty & Clayton Cnty Wir Auth Wir & Swr Rev Ref-A (MB 20) (6YN4 — Interest — Buy — Public
Decatur Co Sch Bldg Auth (MB 20) — Interest
Georgia St Genl Oblig Ref Ser-1 (MB 21) (4PPS) — Interest
Metro Atlanta Rapid Tran Auth Ga Sales Tax Rev Ref (MB 21)(5A95) — Interest
Gwinnett Cnty Ga Wir & Sew Auth Res Ser-A (MB 211 OGWS) — Interest
Habersham Cnty Ga Hosp Auth Rev Antic CIFSIMB 21» — Interest
Georgia St Genl Oblig Ref E-2 (MB 21) 4VTO) — Interest
Fayette Cnty Ga Pub Facs Au Rev Ref Crim Justice Cur PJ (MB 22) (4CJ5) — Interest
Gwinnett Cnty Ga Dev Auth Rev Arena Prkg (MB22) (BLS) — Interest
Georgia St Genl Oblig Ref Ser-J-2 (MB 22) (AWW?) — Interest — Buy — Public
Atlanta & Fulton Cuty Rec Auth (MB22) ({ILBS) — Interest
Morgan Stanley Bank - Accounts — Interest
GA Rd Reimbursement (MB 19) (6BG6) — Interest
Atl Ga DV Au Stu HSG RV (MB 16) (LALO) — Interest — Redeemed — Public
Gwmnett Co Wir & Swr Ga Rev (MB 15) (OEF4) — Interest — Redeemed — Public
Gulf CoFl Gas Tax RV(MB 17) — Interest
Sumter Cnty Ga Sch Dist (MB 17) — Interest
Mun Elec Auth Ga Proj 1-D-1 (MB 15) IMEAG)(ISPOY — Interest — Redeemed — Public
Metro Atl. Rap. Tran Au (MB 20) (5A46) — Interest
Walton Cnty Ga Sch Dist Ref (MB 20) {OBY 6) — None — Buy — Public
Gwinnett County Ga School Dist Ref (MB-23)(SB42) — Interest
Habersham Cnty Ga Sch Dist (MB 23) (6DH2) — Interest — Buy — Public
GA St Genl OBLIG Ser B (MB 23) (3W61) — Interest
Cobb Co. Ga Wir & Sew Rev (MB 23) (SWC — Interest
Cherokee Cuty Ga Wir Sew Auth Rfgd Impt OID (MB 23) (3HS9) — Interest
Forsyth Co. Ga Genl OBLIG-A (MB 24) 13DW3) — Interest
Ga St Genl OBLIG- Ser B (MB 25) (4JP2) — Interest
Chatham Cnty Ga. Sch. Dist Ref (MB-15) 2FEO) — Interest — Redeemed — Public
Fayette Cnty Ga Pub Facs Auth Rev (MB 18) (4CE6) — Interest
Peachtree City Ga. Wir & Sewer Au (MB 2N(SCH3) — Interest — Redeemed — Public
Main St Nat Ga Proj Ser A (MB 18)(YBBO) — Interest
Ga St. Rd & Tlwy Fd. Hwy Grant (MB 18) (TAPS) — Interest
Gwinnett County GA Dev Auth. (MB 20) (OBJ) — Interest
Paulding Cnty Ga Sch Dist Ref (MB 21) (OFG6) — Interest — Buy — Public
Gainesville & Hall Cnty Ga Hosp Auth Re OID (MB 21) (2KU9) — None — Buy — Public
Georgia St. Hsg & Fin Auth Rev Single Fam Mig-C (MB 21) (9CT8) — Interest — Buy — Public
St Johns Co Fl Sch Bd Cfs Prin Rev (MB 15 — Interest — Redeemed — Public
Cobb Cnty Ga Wir & Sew Rev (MB 18) (8VXS) — Interest
Gwinnett Caty Ga Wir & Sew Auth Rey (MB 18) (0JL6) — Interest
Forsyth Cnty G OID Genl Oblig A (MB 19) (DMA) — Interest
Ga St Genl Oblig Ref (MB 20) (4PNO) — Interest
Dwntwn Svimah Auth Ga Rev Ellis Sq Prk Pri (MB 20) (2JZ4) — Interest — Redeemed — Public
Georgia St Genl Oblig-E (MB 22) (4QU3) — Interest
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 2350BMé6) — Interest
Columbus Ga Bldg Auth Lease Rev Ref-A (MB 24) (2KAD) — Interest
Downtown Savannah Ga Savannah Projs Rev Ref (MB 24) (2MWT) — None — Buy — Public
Georgia St Genl Oblig Ref-C (MB 23) (47Y5) — Interest
Atl Apt Gen Rev Ref Ser, C (MB 24) (MMUO) — Interest
Fulton County Ga Dev Auth Rev (MB 24) (OM20) — Interest
Atlanta Ga Wir & Wastewtr Rev Ref-B (MB 24) (OLWS) — Interest
Gwinnett Cnty Dev Auth Ctfs Partn (MB25) (SCMS) — Interest
Georgia St Genl Oblig Ser-D (MB 25) (4FS0) — Interest — Buy — Public
Gwinnett Cnty Ga Sch Dist (MB 25) (5B67) — Interest — Buy — Public
Morgan Stanley Bank - Accounts (Int) — Interest
Gwinnett County Sch Dist (MB 23) (55P47) — Interest
Carroll Cnty School Dist (MB 23) (83CM7) — Interest
Gwinnett Cnty Dev Auth Ctfs Partn (MB 20 (15CLT) — Interest
IRA Account {Morgan Stanley, Custodian) tH
Morgan Stanley Bank (IRA Acct) (Cash Equivalent) (See VII — Interest
Morgan Stanley Private Bank (IRA Acct) {Cash Equivalent) (See VII) — Interest
Guggenheim S & P 500 Equ Weight (RSP) — Int/Div — Buy — Public
Guggenheim S & P 500 Equ Weight (RSP) — Buy — Public
IShares US HealthCare Prov ETF (IHF) — Int/Div — Buy — Public
IShares US Industrials ETF (1Y)) — Int/Div — Sold — Public
IShares US Pharmaceuticals ETF (IHE) — Int/Div — Buy — Public
IShares US Consumer Ser ETF (1YC) — Int/Div — Buy — Public
IShares S & P Madcap 400 Index (JH) — Int/Div
IP Morgan Alerian MLP Index ETN (AMI — Int/Div — Sold — Public
IShares North American Tech Soft (IGV) — Int/Div — Sold — Public
IShares North American Tech Sector IGM) — None — Sold — Public
IShares NASDAQ Biotech ETF (IBB) — Int/Div — Buy — Public
IShares SP Smallcap 600 Index (JR) — Int/Div — Buy — Public
IShares US Healthcare ETF (IYH) — Int/Div — Buy — Public
IShares US Aerospace & Def ETF (ITA) — Int/Div — Buy — Public
IShares US Aerospace & Def ETF (ITA) — Buy — Public
IShares US Fin Services ETF (1YG) — Int/Div — Buy — Public
IShares Phlx Semiconductor (SOXX) — Int/Div — Sold — Public
IShares US Broker-Dealer ETF (IA — Int/Div
IShares Transportation Ave ETF (IY1) — Int/Div — Sold — Public
IShares Cohen & Steers ETF (ICF) — None — Buy — Public
IShares Cohen & Steers ETF (ICF) — Sold — Public
IShares S&P Midcap 400 Index (UH) — None — Buy — Public
IShares S&P Midcap 400 Index (UH) — Buy — Public
IShares US Home Construct (1TB) — Int/Div — Buy — Public
IShares US Home Construct (1TB) — Buy — Public
Powershares QQ Tr {QOQQ) — Int/Div — Buy — Public
Apartment, New York, NY (See VII) — None
Estate No. 1 (See VIII (Y)
Wells Fargo Bank - Bank - Accounts 2 (See VII (Y)
Morgan Stanley Bank (Accounts 2) (See VHINY)
American Funds Fundamental Inv A (ANCFX) (See VIILY)
American Funds Wash. Mutual A (AWSHX) (See VIINLY)
Western Asset Corp. Bd A (SIGAX) (See VII (Y)
T Rowe Price Equity Income Mutual Fund (See VII L(Y)
T Rowe Price Growth & Income Mutual Fund (See VIID(Y)
Adpunct Faculty (See Part VIII), Mercer Umiversaty School of Law
Trustee for Beneficiary Under Will, Trust No. (See VII)
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 — Continuing Legal Education — RTARTA a Ft NE HE a pada WT ah 2 Loa OR Fn a NT registration fee including lunch & dinner waived for attending judges
Reimbursement — American College of Bankruptcy — Mar 13-14, 2015 — Washington, D.C — Attend induction ceremony and CLE Program — Reimbursement for travel and lodging
Reimbursement — American College of Bankruptcy — Jan. 23-24, 2015 — Sarasota, FL — Attend 1th Circuit Fellows Retreat and CLE Program — Reimbursement for lodging and waiver of fees
Reimbursement — A i ete Institute — Tal TI TTT TH, — complimentary dinner; registration fee waived
Reimbursement — Bankruptcy Judges — Education Program as Education Committe Chair — provided Le ET ry mn
Income — 2015 — Thomson/Reuters (1/k/a West Services) book royalties — $5302.00
Spouse's income — 2015 — Self-employed Math Tutoring: Julie Kem, $1,235 paid for child's tutoring
I. Positions
1. Mercer University School of Law; Teacher for course in bankruptcy law, beginning January 2015, ending May 2015. Also adjunct faculty for 2010, 2011,
2012, 2013, 2014, and 2016.
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 of
the estate or trust.
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) 2010 and
2011,2012,2013, 2014, 2015, 2016. 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,
Line 4 - Shares of First Landmark Bank (as reported in 2014 Report) exchanged for shares in Landmark Bancshares us result of merger transaction.
Lines 92 and 93 - Morgan Stanley Bank and Morgan Stanley Private Bank - IRA Account - IRA Custodian utilizes these accounts 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
has zero balance,
Line 120 - Filer acquired 1/2 ownership interest in 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, including 2014,
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.”
Lines 121-128 - With regard to Estate No. 1, Decedent died 12/25/14. Filer, named as Executor in will, was issued letters testamentary on 1/29/15. Assets were
shown on 2014 Report as assets of Decedent's estate, Estate No. 1. The identified Assets of Estate No. | were sold in 2015 and substantially distributed to
beneficiaries. One beneficiary is a testamentary trust, Trust No, |. None of Filer, Filer's spouse, or any dependent child of Filer or spouse, (1) has any interest
in principal or income of Estate No. | or Trust No, 1; (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,
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.