Paul W. Bonapfel

2015Annual

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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.

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