Paul W. Bonapfel

2018Annual

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What was filed

  • 139

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 9

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Public
  • Mercer University School of Law
  • Trust No. 1 (See VII
  • Bankruptcy Judges
  • © 00 1 atu C1} hea aiaaieial fe Law
  • Tennessee Bar Association
  • Coastal Bankruptcy Law Institute
  • Association, Album Chapter
  • Section and ICLE (See VIII)
  • Bankruptcy Law Institute
  • American Bankruptcy } Institute
  • Southeastern Bankruptcy Law Institute
  • 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 — None

CenterState Bank Corp (CSFL)K/a Landmark BancsharesCommon(See VII — 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 — Redeemed — Public

Gwinnett Cuty Ga Sch Dist Ref (MB 18) (SASSO) — Interest — Redeemed — Public

Clayton Cnty & Clayton Cnty Ga Wir Auth (MB 18) (6XJ4) — Interest — Redeemed — Public

Georgia St Genl Oblig Ref-1 (MB 18) (4PJ9) — Interest — Redeemed — Public

Georgia St (MB 19) (4XE1) — Interest

Georgia St Genl Oblig Ser-D (MB 19) (4LBO) — Interest

Lee County GA Sch Dist - B (MB 18) (2BZ9) — Interest — Redeemed — Public

Ga St Rd & Thwy (MB 19) (MCL3) — Interest

Gwinnett Cnty Sch Dist Ref (MB 20) (5A84) — Interest

Clayton Cnty & Clayton Cnty Wir Auth Wir & Swr Rev Ref-A (MB 20) (6YN4 — Interest

Georgia St Genl Oblig Ref Ser-1 (MB 21) 14PPS) — Interest

Metro Atlanta Rapid Tran Auth Ga Sales Tax Rev Ref (MB 21)1(5A95) — Interest

Gwinnett Coty Ga Wir & Sew Auth Rey Ser-A (MB 21H OGWS) — Interest

Georgia St Genl Oblig Ref E-2 (MB 21) AVTO) — Interest

Fayette Cnty Ga Pub Facs Au Rev Ref Crim Justice Cir PI (MB 22)(4CJ5) — Interest

Gwinnett Cnty Ga Dev Auth Rev Arena Prkg (MB22) (OBLS) — Interest

Georgia St (MB 22) (42X7) — Interest

Walker Cnty Ga Sch Dist (MB 22) (9B)4) {EESCO) — Interest — Buy — Public

Georgia St Genl Oblig Ref Ser-J-2 (MB 22) (AWW?) — Interest

Adanta & Fulton Cnty Rec Auth (MB22) ({ILBS) — Interest — Redeemed — Public

Morgan Stanley Bank - Accounts — Interest

GA Rd Reimbursement (MB 19) (6BG6) — Interest — Redeemed — Public

Metro Atl. Rap. Tran Au (MB 20) (SA46) — Interest

Walton Cnty Ga Sch Dist Ref (MB 20) {OBY 6) — 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) (3IHS9) — Interest

Georgia St. Genl Oblig Ref-C (MB 23) (4YB6) — Interest

Forsyth Co. Ga Genl OBLIG-A (MB 24) 13IDW3) — Interest

Ga St Genl OBLIG- Ser B (MB 25) (4)P2) — Interest

Fayette Cnty Ga Pub Facs Auth Rev (MB 18) (4CEHB) — Interest — Redeemed — Public

Main St Nat Ga Proj Ser A (MB 185K YBBO) — Interest — Redeemed — Public

Gwmnett County GA Dev Auth. (MB 20) (OBJ}) — Interest

Paulding Cnty Ga Sch Dist Ref (MB 21) (OFG6) — Interest

Gainesville & Hall Cnty Ga Hosp Auth Re OINMB 21 H2KUMN2INCE)See VIL — Interest

Gamesville & Hall Cnty Ga HospAuthAntic CifsRev-BIMB2 I N2NP7)-SeeVII — Interest

Georgia St. Hsg & Fin Auth Rev Single Fam Mig-C (MB 21) (9CT8) — Interest

Cobb Cnty Ga Wir & Sew Rev (MB 18) (8VXS) — Interest — Redeemed — Public

Gwinnett Cnty Ga Wir & Sew Auth Rey (MB 18) (0JL6) — Interest — Redeemed — Public

Forsyth Cnty G OID Genl Oblig A (MB 19) (3DMS) — Interest

Ga St Genl Oblig Ref (MB 20) (4PN0) — 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 23)0BMé6) — Interest

Columbus Ga Bldg Auth Lease Rev Ref-A (MB 24) (2KAO0) — Interest

Downtown Savannah Ga Savannah Projs Rev Ref (MB 24) 2MWT) — Interest

Georgia St Genl Oblig Ref-C (MB 23) (4ZY5S) — Interest

Atl Arpt Gen Rev Ref Ser. C (MB 24) (MMUO) — Interest

Fulton County Ga Dev Auth Rev (MB 24) (OM20) — Interest

Adanta Ga Wir & Wastewtr Rev Ref-B (MB 20H (0LWS) — Interest

Atlanta Ga Pub Safety & Judicial Facs Au (MB 24) (TBES) — Interest

Atlanta Ga Arpt Rev (MB 25) (MOQP7) — Interest

Gwinnett Cnty Dev Auth Ctfs Partn (MB25) (SCMS) — Interest

Oconee Cnty Ga Genl Oblig Ref Ser-A (MB25) IMBW 7) — Interest

Georgia St Genl Oblig Ser-D (MB 25) (4FS0) — Interest

Gwinnett Cnty Ga Sch Dist (MB 25) (5B67) — Interest

Association Cnty Commnrs GA Ctfs Partn (MB 28) (SBWO) (F255B) — Interest — Buy — Public

Downtown Savannah Auth Ga Imptgen Oblig Rev Ref (MB 28) (2NA4) — Interest

Georgia St. Gen. Oblig Ser-A (MB 31) (4AYWO0) — Interest

Atlanta GA Arpt Pass FacChrg Sub Lien Gen Rev RefA (MB26)TCOS)EBA6S) — Interest

Atlanta Ga Dev Auth Rev-B(MB 27) INJXOYEG2G I — Interest

Forsyth Cty GA Sch Dist (MB26) (41L6) (FK2Y2) — Interest

Georgia Hsg Fin Singl Fam Mtg Auth Gen Oblig SerA (MB28) (96PSCKWE2) — Interest

Polk Cnty Ga Wir Sew& Solid Waste Auth Wir&Sew ReviMB2SN4COTHY (D2DKT) — Interest — Buy — Public

Georgia St (MB 29) (44D5) (EFK22) — None — Buy — Public

Polk Cuty Ga Wir Sew & Solid Waste Auth Wir & SewReviMB29N4CRS) FX53D — Interest — Buy — Public

Marietta Ga (MB 30) (3RJ2) (E31P4) — None — Buy — Public

Georgia St (MB 27) (SAKY) (FKSA4) — Interest

Georgia St Genl Oblig Ser-A (MB 27) (44B9) (EJSH2) — Interest — Buy — Public

Georgia St Genl Oblig Ref-C-1 (MB 25) (43M6) (DFQT) — Interest

Atlanta Ga Wir & Waste Wir Rev-A (MB 2MOHI2) (PESKY — Interest — Buy — Public

Georgia St Hsg& Fin Auth Rev (MB 27) (94P7) (DTQ39)(See VIII — Interest

Atlanta Ga Arpt Passenger Fac Charge Rev Ref-A (MB 280 (TCSH(EBBO3) — None — Buy — Public

Jefferson Ga Sch Dist Ref (MB 27) (MCE9) (E2HM9) — Interest

Lamar Canty School Dist (MB 31) (PBS2) (CSIR) — Interest

Henry Cnty Ga Sch Dist (MB 26) (2LY3) (CTTT) — None — Buy — Public

Macon-Bibb Caty Ga Indl Auth Rev Ref (MB 26) (9A Jd) (CIK SR) — Interest

Cherokee Cnty Ga Sch Sys Genl Oblig (MB 2027) (IMU3) (DHSW3) — Interest — Buy — Public

Morgan Cnty Ga Sch Dist (MB 26) (1AJ4) (C6K2A) — Interest

Georgia St Genl Oblig Ref-C (MB 26) (SBE2)(FL3I9A) — Interest — Buy — Public

Suwanee Ga Urban Redev Agy Rev (MB 26) (SAZ9) (CUSLY) — Interest

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) — Interest

IShares US Consumer Ser ETF (1YC) — Int/Div — Sold (part) — Public

IShares North American Tech Soft (IGV) — Int/Div — Sold (part) — Public

IShares North American Tech Soft (IGV) — Sold (part) — Public

ISharesExpundedTech Sector (IGM) f/k/a ISharesNAmerTechSector IGM-VIII — Int/Div — Sold (part) — Public

ISharesExpundedTech Sector (IGM) f/k/a ISharesNAmerTechSector IGM-VIII — Sold (part) — Public

IShares SP Smallcap 600 Index (UR) — Int/Div — Buy — Public

IShares SP Smallcap 600 Index (UR) — Sold (part) — Public

IShares U.S. Utilities ETF (IDL) — None — Buy — Public

IShares US Acrospace & Def ETF (ITA) — Int/Div — Sold (part) — Public

IShares US Fin Services ETF (1YG) — Int/Div

IShares US Healthcare Prov ETF (IHF) — Int/Div — Buy — Public

IShares Phlx Semiconductor (SOXX) — Int/Div — Sold (part) — Public

IShares Phlx Semiconductor (SOXX) — Sold (part) — Public

IShares S&P Midcap 400 Index (UH) — Int/Div

Invesco QQQ Trust, Series 1{QQQ) Fk/a Powershares QO Tr (QQQ) -VIII — Int/Div — Sold (part) — Public

Invesco QQQ Trust, Series 1{QQQ) Fk/a Powershares QO Tr (QQQ) -VIII — Buy — Public

Invesco QQQ Trust, Series 1{QQQ) Fk/a Powershares QO Tr (QQQ) -VIII — Sold (part) — Public

IShares S&P 500 Grwth ETF (1IVW) — Int/Div

IShares S&P 500 VAL ETF (IVE) — Int/Div — Buy — Public

IShares US Regional Banks E17 (IAT) — Int/Div — Sold — Public

Vanguard FTSE Emerging Markets (VWO) — Int/Div — Sold (part) — Public

Vanguard FTSE Europe ETF (VGK) — Int/Div — Buy — Public

Vanguard FTSE Europe ETF (VGK) — Sold (part) — Public

Vanguard FTSE Europe ETF (VGK) — Sold (part) — Public

Vanguard FTSE Europe ETF (VGK) — Sold — Public

Vanguard Total Intl Stock ETF (VXUS) — Int/Div — Buy — Public

Vanguard Total Intl Stock ETF (VXUS) — Buy — Public

Federated Govt Obligations PRM (1GOFXX) — Int/Div — Buy — Public

Federated Govt Obligations PRM (1GOFXX) — Sold (part) — Public

Federated Govt Obligations PRM (1GOFXX) — Sold (part) — Public

Federated Govt Obligations PRM (1GOFXX) — Sold (part) — Public

Federated Govt Obligations PRM (1GOFXX) — Sold (part) — Public

Global X Rbtcs & Artifici ETF (BOTZ) — Buy — Public

Global X Rbtcs & Artifici ETF (BOTZ) — Buy — Public

Global X Rbtcs & Artifici ETF (BOTZ) — Sold — Public

Ishares Inc MSC Japan ETF (EWJ) — Buy — Public

Ishares Inc MSC Japan ETF (EWJ) — Sold — Public

Apartment, New York, NY (See VII) — None

Adpunct Faculty (See Part VIII), Mercer University School of Law

Trustee for Beneficiary Under Will, Trust No. 1 (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 — Bankruptcy Judges — Judges' Conference and chair of program committee — a i TERT TE ain gh A TAR Lh a ava I 4 connection with attendance at annual meetings

Reimbursement — © 00 1 atu C1} hea aiaaieial fe Law — rr pa TTR irr — FN Ty — I Te TE Tl Te 7 tr Star Ne NTS TT Tea for meals with guest faculty, other faculty, and staff

Reimbursement — Tennessee Bar Association — April 27-29, 2018 — Gatlinburg, TN — Faculty for CLE Program — Reimbursement for travel, lodging, and meals

Reimbursement — Coastal Bankruptcy Law Institute — April 20-21, 2018 — Savannah, GA — Faculty for CLE Program — Reimbursement for lodging, complimentary dinner

Reimbursement — Association, Album Chapter — luncheon for attorneys and consultunts — meals £000

Reimbursement — Section and ICLE (See VIII) — 2018 — fee including lunch & dinner waived for attending judges

Reimbursement — Bankruptcy Law Institute — fee including lunch & dinner waived for attending judges

Reimbursement — American Bankruptcy } Institute — July 26-29, 2018 — Ameha Island, FL — Faculty for CLE Program — Reimbursement for lodging, travel registration fee waived

Reimbursement — Southeastern Bankruptcy Law Institute — March 22-24, 2018 — Atlanta, GA — Faculty for CLE Program — Reimbursement for lodging and parking, registration fee waived

Income — 2018 — Thomson/Reuters (1/k/a West Services) book royalties — SI 982.00

Spouse's income — 2018 — Self-employed Math Tutoring

1. Positions

1. Mercer University School of Law; Teacher for course in bankruptcy law, beginning January 2018, ending April 2018. Also adjunct faculty for 2010-2017, and

2019.

2 Decedent died 12/25/14. Letters testamentary issued 1/29/15, Estate closed 2017. Decedent's will appointed filer as Trustee under Testamentary Trust No. 1

Under Will. None of filer, filer's spouse, or any dependent child of Filer or spouse (1) has any interest in principal or income of Trust; (2) receives any income

from the Trust; or (3) has any beneficial interest in the Estate or Trust. Filer, therefore, is not required to report with regard to disposition of assets or income of

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) for each

of years 2010 through 2019, 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,

Line 4 - Landmark Bancshares Corporation merged into National Commerce Corp., August 2018. Filer received stock and cash in merger and has shown cash as

dividend income. National Commerce Corporation merged into Center State Bank Corporation in 2019. Filer has reported asset in its current form.

Lines 49 and 50 - Line 58 of Filer’s 2017 report listed municipal bonds issued by Gainesville & Hall Cty Ga. Hosp. Auth re OID (MB21) (2KU9) (2NC6).

In preparation of this year’s report, Filer noticed that the brokeruge account has two listings for this issue, with the same maturity dates and the same date of

purchase, but different CUSIP numbers. Accordingly, to insure accuracy, Filer in this report lists the asset twice, with the lust four digits of the Cusip numbers

(2NC6 and 2NP7). The aggregate value and income codes on the 2017 report were correct, but would have been as stated in this report if they had been stated

separately.

Line 85 — Line 88 of Filer's 2017 report listed municipal bonds, Georgia St Genl Oblig Ref C-1, purchased on October 5, 2017 with a maturity in 2025, and

showed the last four digits of the Cusip number as 94P7. Although the Cusip number is correct, Filer made an error in describing this investment (essentially,

putting in the name of the bond from the wrong line). The correct bond purchased on October 5, 2017, with Cusip number 94P7, as stated in Line 88 of this year's

report, is Georgia St Hsg & Fin. Auth Rev, and the correct maturity is 2027. The income, value, and transaction reporting information shown in the 2017 report

on line 2017 are the accurate numbers for the correct bond listed on this line.

Lines 100 and 101 - Morgan Stanley Bank and Morgan Stanley Private Bank - IRA 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 balance. As set forth in Part VIII of 2016 Report (Part VIIL, 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. Morga

Line 102 Filer listed Guggenheim S & P 500 Equ Weight (RSP) on line 101 of 2017 report. Name of fund changed to Invesco S & P 500 Equal Weight E (RSP)

Line 106 Filer listed [Shares North American Tech Sector (IGM) on line 104 of 2017 report. Name of fund changed to IShares Expanded Tech Section (IGM)

Line 117 Filer listed Powershares QQQ Tr (QQQ) on line 110 of 2017 report. Name of fund changed to Invesco QQQ Trust, Series 1 (QQQ).

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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