# Paul W. Bonapfel > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/28491 ## Record - **Judge:** Paul W. Bonapfel - **Year:** 2018 - **Report type:** Annual - **Pages:** 15 ## Text 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). --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28491. Public record. Not legal advice.