Jack B. Schmetterer

2013Annual

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What was filed

  • 27

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • 3) UNDER VIII
  • 4) UNDER VIII
  • 5) UNDER VIII
  • FEDERAL BAR ASSOCIATION, CHICAGO CHAPTER
  • NATIONAL CONFERENCE OF BANKRUPTCY JUDGES
  • UNION LEAGUE CLUB OF CHICAGO - SEE (1) UNDER VIII
  • Former wife's State of Illinois Teacher Retirement after death 10/22/98 converted to spousal annuity plus annual COLA. Income $30,180
  • Spouse practices law in Northern Indiana

As filed

CHASE BANK (ACCOUNT) — Interest — 3) UNDER VIII

MASS MUTUAL LIFE INSURANCE — Interest

IRA FIDELITY GNMA FUND — Int/Div — Buy

IRA FIDELITY GNMA FUND — Int/Div — Sold (part)

IRA FIDELITY GOVERNMENT INCOME — Int/Div — Sold (part)

IRA FIDELITY GOVERNMENT INCOME — Int/Div — Sold (part)

IRA FIDELITY INTER BOND — Int/Div — Sold (part)

IRA FIDELITY CASH RESERVES — Int/Div — Sold (part)

IRA FIDELITY INVESTMENT GRADE — Int/Div — Sold (part)

IRA FIDELITY SHORT TERM BOND — Int/Div — Sold (part)

IRA FIDELITY SHORT TERM BOND — Int/Div — Sold (part)

IRA FIDELITY FOCUSED HIGH INCOME FUND — Int/Div — Buy (add'l)

IRA FIDELITY TOTAL BOND — Int/Div

IRA FIDELITY NEW MILLENIUM — Int/Div — Buy

IRA FIDELITY BALANCED — Int/Div

IRA FIDELITY LOW PRICED STOCK — Int/Div — Buy

IRA FIDELITY LOW PRICED STOCK — Int/Div — Buy

IRA FIDELITY NASDAQ COMPOSITE — Int/Div — Buy

TRUSTEE OF FAMILY TRUST — None — 4) UNDER VIII

REMARRIED CALENDAR YEAR 2001 WIFE INVESTMENTS FOLLOW — 5) UNDER VIII

FEDERAL HOME LOAN MTG CORP 15% — Interest — Sold (part)

GE GLOBAL INS 6.45% — Interest — Sold (part)

GE GLOBAL INS 6.45% — Interest — Sold (part)

NATIONAL CITY BANK OF LAPORTE (ACCOUNT) — Interest

POWERSHARES GLOBAL TR PREFERRED ETF — Int/Div — Sold

PIMCO ALL ASSET AUTHORITY CL C — Int/Div — Sold

ALL AMERICAN FINANCIAL CORP COMMON STOCK — Int/Div

MEMBER, FEDERAL BAR ASSOCIATION, CHICAGO CHAPTER

MEMBER, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES

"PRIVILEGE" HOLDER, UNION LEAGUE CLUB OF CHICAGO - SEE (1) UNDER VIII

Income — 12/31/13 — Former wife's State of Illinois Teacher Retirement after death 10/22/98 converted to spousal annuity plus annual COLA. Income $30,180 — $30,-80.70

Spouse's income — 2013 — 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 1: CHASE BANK: ADDED "ACCOUNT" BECAUSE THIS IS A CHECKING ACCOUNT AND ACCUMULATES A MINIMUM AMOUNT OF

INTEREST PER YEAR. LETTER SENT TO COMMITTEE 6/5/10 INDICATING SAME.

4 LINE 16: 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 IS BENEFICIARY AND CHILDREN ARE

SUCCESSOR BENEFICIARIES.

5 LINE 21-27: REMARRIED DURING CALENDAR YEAR 2001 AND WIFE'S ASSETS ARE LISTED ON THESE LINES.6

6. PART III (B) - SPOUSES'S NON-INVESTMENT INCOME - INFORMATION INADVERTENTLY OMITTED IN 2012 REPORT.

PART III (A) - FORMER WIFE'S STATE OF ILLINOIS TEACHER'S RETIREMENT ANNUITY IN THE AMOUNT OF $29,301.44 INADVERTENTLY

OMITTED IN 2012 REPORT.

7.PART VI - LIABILITIES - INFORMATION ON SPOUSE'S VACATION HOME LOCATED IN MAINE WAS INADVERTENTLY OMITTED IN PRIOR

REPORTS.

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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Jack B. Schmetterer | Frix