Jack B. Schmetterer
2020
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Pull out the substance of this filing.
What was filed
9
investments
8
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- See (1) & (2) under VII
- 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
- 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.
As filed
MASS MUTUAL WHOLE LIFE INSURANCE — Dividend
IRA FIDELITY FOCUSED HIGH INCOME FUND — Dividend — Sold
IRA Fidelity Large Cap Growth — Dividend — Sold
IRA FIDELITY NEW MILLENIUM — Dividend
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 — Sold (part)
Trustee of Family Trust — See (1) & (2) under VII
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
TRUSTEE TO FAMILY TRUST, FAMILY TRUST - SEE (2) UNDER VIII
Income — 2020 — Former wife's State of Illinois Teacher Retirement after death 10/22/98 converted to spousal annuity plus annual COLA. — $38,386.52
PART I: POSITIONS
1. LINE 8: AFTER DEATH OF FORMER SPOUSE (10/28/98), TRUSTEE BECAME TRUSTEE OF TRUST WHICH OWNS INSURANCE
POLICY, RESIDENCE, UNDER TESTAMENTARY TRUST WHICH TRUSTEE IS BENEFICIARY FOR LIFE (EXCEPT FOR INSURANCE POLICY),
AND THEN AS SUCCESSORS.
2 TRUST #1 OF WHICH ASSETS ARE LIFE INSURANCE PURCHASED THROUGH U. S. GOVERNMENT AND PERSONAL RESIDENCE IN ILLINOIS
FROM WHICH NO INCOME IS DERIVED, OF WHICH TRUSTEE #1 IS BENEFICIARY AND ARE SUCCESSOR BENEFICIARIES.
MICHIGAN PROPERTY
SOLD JULY 24, 2020.
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.