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.