Jack B. Schmetterer

2019

Ask Donna

Pull out the substance of this filing.

What was filed

  • 20

    investments

  • 9

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • SEE (2) & (4) UNDER VIII
  • SEE (3) UNDER VIII
  • JOHN HOWARD ASSOCIATION
  • FEDERAL BAR ASSOCIATION, CHICAGO CHAPTER
  • LAWYERS CLUB OF CHICAGO
  • DECALOGUE SOCIETY
  • AMERICAN BAR ASSOCIATION
  • NATIONAL CONFERENCE OF BANKRUPTCY JUDGES
  • JUST THE BEGINNING - A PIPELINE ORGANIZATION
  • UNION LEAGUE CLUB OF CHICAGO - SEE (1) UNDER VIII
  • FAMILY TRUST - SEE (2) UNDER VIII
  • Former wife's State of Illinois Teacher Retirement after death 10/22/98 converted to spousal annuity plus annual COLA.
  • Spouse practiced law in Northern Indiana. Practice closed October 2019.

As filed

MASS MUTUAL WHOLE LIFE INSURANCE — Dividend

IRA FIDELITY FOCUSED HIGH INCOME FUND — Dividend

IRA Fidelity Large Cap Growth — Dividend

IRA FIDELITY NEW MILLENIUM — Dividend — Sold (part)

IRA FIDELITY BALANCED — Dividend

IRA FIDELITY LOW PRICED STOCK — Dividend

IRA FIDELITY NASDAQ COMPOSITE — Dividend — Sold (part)

IRA Fidelity SPARTAN TOTAL MKT INX FUND — Dividend

TRUSTEE OF FAMILY TRUST — SEE (2) & (4) UNDER VIII

REMARRIED CALENDAR YEAR 2001; WIFE INVESTMENTS FOLLOW — SEE (3) UNDER VIII

FEDERAL HOME LOAN MTG CORP 7.5% — Interest — Sold

GE GLOBAL 6.45% — Interest — Sold

BAIRD MONEY MARKET ACCOUNT — Interest — Sold

PRINCIPAL MID CAP — None — Sold

T ROWE PRICE GROWTH STOCK — None — Sold

BLACK ROCK STRATEGIC INCOME — Dividend — Sold

DIAMOND HILL LARGE CAP — None — Sold

EUROPACIFIC GROWTH CL — None — Sold

JOHN HANCOCK INCOME — Dividend — Sold

LORD ABBET SHORT DURATION — Dividend — Sold

ADVISORY BOARD, JOHN HOWARD ASSOCIATION

MEMBER, FEDERAL BAR ASSOCIATION, CHICAGO CHAPTER

MEMBER, LAWYERS CLUB OF CHICAGO

MEMBER, DECALOGUE SOCIETY

MEMBER, AMERICAN BAR ASSOCIATION

MEMBER, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES

ADVISORY BOARD, JUST THE BEGINNING - A PIPELINE ORGANIZATION

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

TRUSTEE TO FAMILY TRUST, FAMILY TRUST - SEE (2) UNDER VIII

Income — 2019 — Former wife's State of Illinois Teacher Retirement after death 10/22/98 converted to spousal annuity plus annual COLA. — $37,268.44

Spouse's income — 2019 — Spouse practiced law in Northern Indiana. Practice closed October 2019.

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 $144 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. PRIVILEGE MEMBERSHIP CANCELLED WITH THE UNION LEAGUE CLUB AS OF 12/31/19.

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 11-20 REMARRIED DURING CALENDAR YEAR 2001 AND WIFE'S ASSETS ARE LISTED ON THESE LINES.. ALL ASSETS SOLD AS OF

12/31/19.

4 LINE 9

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.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.