Pamela Pepper
2013Annual
Ask Donna
Pull out the substance of this filing.
What was filed
24
investments
3
positions
0
gifts
0
agreements
1
debts
11
reimbursements
4
income
1
spouse income
Named parties
- Lastern District of Wisconsin Bar Assocution
- American Bankruptcy Law Journal
- American Bankruptcy Institute
- Pershing, LLC
- Sue Bar of Wisconsin
- National Conference of Bankruptcy Judges
- Nanonal Conference of Bankruptcy Judges
- American Bankruplcy } Institute
- Midwest Regional Bankruptcy Institute
- Mmnesota CLE Semmars
- National Conference of } Bankruptcy Judges
- American Bankruptcy Law Journal, pay for edinng work
- Amencan Bankruptcy Law Journal, pay for editing work
- American Bankruptcy Law Journal, pay for editing work
- Village of Shorewood--Village Trustee compensation
As filed
American Funds High-Income Municipal Bond Fund — Int/Div
Amencan Funds Growth Fund of America — Int/Div
Penn Mutual Variable Universal Life: Ssg Index S00 Fund — Interest
Penn Mutual Variable Universal Life: T Rowe Price Flexibly Mg'd Fund — Interest
The Principal Adjustable Life — Int/Div
Profit Sharing Plan #1
Principal Investors Real Estate Sec — Int/Div
Principal Investors Diversified Int'l. Fund — Int/Div
Principal Investors Small Cap Blend — Int/Div
Principal Investors Mid Cap Blend Fund — Int/Div
Principal Capital Appreciation Fund — Int/Div
Principal Equity Income Fund — Int/Div
Principal Investors Money Market Fund — Interest
IRA #1]
Principal Mutual Funds MidCap — Int/Div
Prncipal Mutual Funds Small Cap Blend — Int/Div
US. Savings Bonds, Series EE — Interest
Trust #1
Equitable Bank cash accounts — Interest
40k #1)
American Funds EuroPacific Growth — Int/Div
Amenican Funds Fundamental Investors Large Cap — Int/Div
Nuveen Equity Index — Int/Div
PNC Bank cash accounts — None
Ex-officwe director, Lastern District of Wisconsin Bar Assocution
Associate editor, American Bankruptcy Law Journal
Member, board of directors, American Bankruptcy Institute
Liability — Pershing, LLC — Loan from Profit Sharing Plan #1
Reimbursement — American Bankruptcy Institute — February 17-19, 2013 — Kansas City, MO — Bankruptcy litigation mstruction — Hotel, travel and meals
Reimbursement — Sue Bar of Wisconsin — February 28-March 1 2013 — Kohler, Wi — Bankruptcy seminar — Hotel, travel and meals
Reimbursement — National Conference of Bankruptcy Judges — April 8-9, 2013 — Phoenix, AZ — Mid-year meeting of board of governors — Hotel. travel and meals
Reimbursement — American Bankruptcy Institute — April 18-20, 2013 — Nanonal Harbor, MD — Annual Spring Meeting- bankruptcy conference — Hotel, travel and meals
Reimbursement — Nanonal Conference of Bankruptcy Judges — May 31,2013 — Chicago, IL — Site visit for annual conference planning — Meals and travel
Reimbursement — American Bankruplcy } Institute — June 13-16, 2013 — Traverse City, MI — Bankruptcy seminar — Hotel, meals and travel
Reimbursement — American Bankruptcy Institute — July 19-21, 2013 — Amcha Island, FL — Bankruptcy seminar — Hotel, meals and travel
Reimbursement — Midwest Regional Bankruptcy Institute — August 22-23, 2013 — Cmncinnan, OH — Bankruptcy seminar — Hotel, meals and travel
Reimbursement — Mmnesota CLE Semmars — October 8-9, 20113 — Minneapolis, MN — Bankruptcy seminar — Hotel, meals and travel
Reimbursement — National Conference of } Bankruptcy Judges — October 29- November 2.2013 — Atlanta, GA — Bankruptcy seminar conference — Hotel, meals and travel
Reimbursement — American Bankruptcy Institute — December S.7. 2013 — Rancho Palos Verdes, CA — Bankruptcy seminar — Hotel, meals and travel
Income — 04/022013 — American Bankruptcy Law Journal, pay for edinng work — $1,287.75
Income — 07/01/2013 — Amencan Bankruptcy Law Journal, pay for editing work — $1,287.75
Income — 09/30:2013 — American Bankruptcy Law Journal, pay for editing work — $1,287.75
Income — 2013 — American Bankruptcy Law Journal, pay for editing work — $1.287.75
Spouse's income — 2013 — Village of Shorewood--Village Trustee compensation
I I have removed three (3) positions from Part | since lust year, because | now understand that | was not required to report them.
VICI) This is the same asset as the one reported in VII(1) of the 2012 report. | now understand that this is the correct, full name of the fund.
VII(2) This is the same fund that was listed as "American Funds, Pamela Pepper, SEP IRA--The Growth Fund" in VII(2) of the 2012 report. | now understand that
this is the correct name of the fund.
VII(3) and (4) These are the same policies that were listed as "Penn Mutual Life Insurance” in VII(3), (4) and (5) of the 2012 report. This is the full description of
the policy und the funds into which the premiums are invested.
VII(5) This is the same policy that was listed as “The Principal Life Insurance Company” in VII(6), (7) and (8) of the 2012 report. This is the correct name and
description of the policy.
VI1(6) This is the same fund that was listed us "Princor Financial Services” in VII(9) of he 2012 report. 1 now understand that 1 did not correctly identify it in that
report.
VII(13) This money market fund is one of othe funds contained in Profit Sharing Plan #1. | inadvertently left it out of the 2012 report; it was part of the portfolio
in2012.
VII 14) This 1s the same fund that was listed in VII(17) of the 2012 report. 1 now understand that I did not correctly identify it in the report.
VII(18) This is the same trust that was listed as "Revocable Trust” in VII(19) of the 2012 report. | now understand that | did not correctly identify it in the report.
VII(19) This represents the combined checking and savings accounts in Trust #1. Tn the 2012 report, the two cash accounts were listed separately in VII(20) and
(25): 1 now understand they should have been listed as a combined cash account.
VI11(20) This is the sume fund that was listed in VII21) of the 2012 report. 1 now understand that | did not correctly] identify it in the report.
VI1(23) This is the same fund that was listed as "First American Equity Index Fund” in VII(24) of the 2012 report. The name of the fund has since changed.
VI11(24) This is my individual checking account; it is a new account since the 2012 report.
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.