Jack B. Schmetterer

What was filed

131
investments
5
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income

Named parties

2) & (4) UNDER vii
3) UNDER VIII
FEDERAL BAR ASSOCIATION, CHICAGO CHAPTER
NATIONAL CONFERENCE OF BANKRLPICY JUDGES
JUST THE BEGINNING - A PIPELINE ORGANIZATION
UNION LEAGUE CLUB OF CHICAGO -SEE(HYUNDER VIR
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. Income $34,106
Spouse practices law in Northern Indiana

As filed

CHASE BANK (Y)

MASS MUTUAL WHOLE LIFE INSURANCE — Int/Div

IRA FIDELITY FOCUSED HIGH INCOME FUND — Int/Div — Sold (part)

IRA Fidelity Large Cap Growth — Int/Div — Sold (part)

IRA FIDELITY NEW MILLENIUM — Int/Div — Sold (part)

IRA FIDELITY BALANCED — Int/Div — Sold (part)

IRA FIDELITY LOW PRICED STOCK — Int/Div — Sold (part)

IRA FIDELITY NASDAQ COMPOSITE — Int/Div

IRA Fidelity SPARTAN TOTAL MKT INX FUND — Int/Div — Sold (part)

TRUSTEE OF FAMILY TRUST — 2) & (4) UNDER vii

REMARRIED CALENDAR YEAR 2001: WIFE INVESTMENTS FOLLOW — 3) UNDER VIII

FEDERAL HOME LOAN MTG CORP 7.5% — Interest — Sold (part)

GE GLOBAL 6.45% — Interest

BAIRD MONEY MARKET ACCOUNT — Interest

AMERICAN CENTURY EQUITY INCOME — Int/Div — Sold (part)

BLACK ROCK HIGH YIELD — Int/Div — Sold (part)

HARBOR SMALL CAP VALUE INSTL CL — Int/Div — Buy (add'l)

HARBOR SMALL CAP VALUE INSTL — Int/Div — Sold (part)

HARBOR SMALL CAP VALUE INSTL CL — Int/Div — Sold (part)

HARBOR INTERNATIONAL — Int/Div — Sold (part)

HARBOR INTERNATIONAL: — Int/Div — Sold (part)

HARBOR INTERNATIONAL — Int/Div — Sold (part)

JOHN HANCOCK CLASSIC VALLE — Int/Div — Sold (part)

JOHN HANCOAK CLASSIC VALUE — Int/Div — Sold (part)

JOHN HANCOCK CLASSIC VALLE — Int/Div — Sold (part)

LOOMIS SAYLES GROWTH — Int/Div — Sold (part)

MFSINSTL INTL EQUITY — Int/Div — Sold (part)

OAKMARK INTL — Int/Div — Sold (part)

PRINCIPAL MID CAP — Int/Div — Sold (part)

PRINCIPAL DIVERSIFIED REAL ESTATE — Int/Div — Sold (part)

PRINCIPAL DIVERSIFIEDE REAL ESTATE — Int/Div — Sold (part)

STRATTON SMALL CAP VALLE — Int/Div — Sold

TROWE PRICE SUMMIT MUN — Int/Div — Sold (part)

TROWE PRICE FREE SHORT — Int/Div — Sold (part)

T ROWE PROCE FREE SHORT — Int/Div — Sold (part)

T ROWE PRICE FREE SHORT — Int/Div — Sold (part)

T ROWE PROCE FREE SHORT — Int/Div — Sold (part)

T ROWE PRICE GROWTH STOCK — Int/Div — Sold (part)

TROWE PRICE GROWTH STOCK — Int/Div — Sold (part)

TOUCHSTONE SANDS CAPITAL — Int/Div — Sold (part)

TOUCHSTONE SANDS CAPITAL — Int/Div — Sold

TOUCHSTONE SMALL CAP CORE — Int/Div — Sold (part)

TOUCHSTONE SMALL CAP CORE — Int/Div — Sold

VANGUARD LIMITED TERM TAX EXEMPT — Int/Div — Sold (part)

VANGUARD LINITED TERM TAX EXEMPT — Int/Div — Sold (part)

VANGUARD LIMITEDE TERM TAX EXDEMPT — Int/Div — Sold (part)

VANGIARD LIMITED TERM TAX EXEMPT — Int/Div — Sold (part)

WELLS FARGO ADVANTAGE EMERGING MARKETS — Int/Div — Sold (part)

WELLS FARGO ADVANTAGE INTERMEDIATE TAX — Int/Div — Sold (part)

BAIRD INTERMEDIATE MUNICIPAL BOND — Int/Div — Sold (part)

BAIRD QUALITY INTERMEDIATE MUN — Int/Div — Sold (part)

BAIRD QUALITY INTERMEDUATE MUN — Int/Div — Sold (part)

FMI LARGE CAP — Int/Div — Sold (part)

PNC BANK OF LAPORTE. IN — Interest

PARNASSUS MID CAP — Int/Div — Sold (part)

STERLING CAPITAL MID CAP — Int/Div — Sold (part)

SNYDERS LANCE INC — Int/Div

ALL AMERICAN FINANCIAL CORP COMMON STOCK — Int/Div

EDGEWOOD GROWTH INST — Int/Div — Buy

EDGEWOOD GROWTH INST — Int/Div — Sold (part)

VIRTUS KAR SMALL CAP — Int/Div — Buy

VIRTUS KAR SMALL CAP — Int/Div — Sold (part)

MEMBER, FEDERAL BAR ASSOCIATION, CHICAGO CHAPTER

MEMBER, NATIONAL CONFERENCE OF BANKRLPICY JUDGES

ADVISORY BOARD, JUST THE BEGINNING - A PIPELINE ORGANIZATION

"PRIVILEGE" HOLDER, UNION LEAGUE CLUB OF CHICAGO -SEE(HYUNDER VIR

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

Income — 123117 — Former wife's State of Illinois Teacher Retirement after death 10/22/98 converted to spousal annuity plus annual COLA. Income $34,106 — $35,129.01

Spouse's income — 2017 — Spouse practices law in Northern Indiana

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 $78 PER

MONTH), FIXED BY THE CLUB TO COV

ITS OVERHEAD COSTS FOR PRIVILEGE HOLDE

WE MUST ALSO PAY REGULAR RATES FOR

ALL FOOD, LODGING, ENTERTAINMEN

.

PROGRAMS, OR USE OF FACILITIES REQUIRI

PECIAL 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.

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 12-131: REMARRIED DURING CALENDAR YEAR 2001 AND WIFE'S ASSETS ARE LISTED ON THESE LINES.

4 LINE 10: TRUST #1 OF WHICH ASSETS ARE LIFE INSURANCE PURCHASED THROUGH U.S. GOVERNMENT AND PERSONAL RESIDENCES

IN

LLINOIS AND MICHIGAN FROM WHICH NO INCOME IS DERIVED, OF WHICH TRUSTEE #1 IS BENEFICIARY AND CHILDREN ARE

SUCCESSOR BENEFICIARIES.