Jack B. Schmetterer

2020

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Jack B. Schmetterer | Frix