Jack B. Schmetterer

2016Annual

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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

  • 61

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • 5) UNDER VIII
  • 5) UNDER VII
  • 7) UNDER VIII
  • VII
  • FEDERAL BAR ASSOCIATION, CHICAGO CHAPTER
  • NATIONAL CONFERENCE OF BANKRLPICY JUDGES
  • JUST THE BEGINNING - A PIPELINE ORGANIZATION
  • UNION LEAGUE CLUB OF CHICAGO -SEE(HYUNDER VIR
  • [0 TRUST = SEE (2) UNDER VII
  • P State of Hhnows Teacher Retirement after death 10/22/9% converted to [i annuity plus annual COLA. Income $34,106
  • Pn practices law in Northern Indiana

As filed

CHASE BANK (ACCOUNT) — Interest — 5) UNDER VIII

MASS MUTUAL WHOLE LIFE INSURANCE — Interest

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

IRA FIDELITY BALANCED — Int/Div

IRA FIDELITY LOW PRICED STOCK — Int/Div

IRA FIDELITY NASDAQ COMPOSITE — Int/Div

IRA Fidelity SPARTAN TOTAL MKT INX FUND — Int/Div

TRUSTEE pm — 5) UNDER VII

REMARRIED CALENDAR YEAR 2001: WIFE INVESTMENTS FOLLOW

FEDERAL HOME LOAN MFG CORP 7.5% — Interest

GE GLOBAL 6.45% — Interest

BAIRD MONEY MARKET — Interest

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

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

BLACK ROCK HIGH YIELD — Int/Div — Buy (add'l)

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

HARBOR INTERNATIONAL — Int/Div — Sold (part)

ISHARES RUSSELL 1000 VALUE — Int/Div — Sold

ISHARES RUSSELL MID CAP — Int/Div — Sold

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 — Buy

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

STRATTON SMALL CAP VALUE — Int/Div — Sold (part)

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

TROWE PRICW SLMMIT MUN — Int/Div — Buy

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

TROWE PRICE FREE SHORT — Int/Div — Buy

TROWE PRICE GROWTH STOCK — Int/Div — Buy

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

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

TOUCHSTONE SANDS CAPITA — Int/Div — Buy

TOUCHSTOME SMALL CAP CORE — Int/Div — Sold

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

VANGUARD LIMITED TERM TAX EXEMPT — Int/Div — Buy

WELLS FARGO ADVANTAGE EMERGING MARKETS — Int/Div — Buy

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

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

WELLS FARGO ADVANTAGE INTERMEDIATE TAX — Int/Div — Buy

BAIRD INTERMEDIATE MUNICIPAL BOND — Int/Div — 7) UNDER VIII

BAIRD QUALITY INTERMEDIATE MUN — Int/Div — VII

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

INSURED US DEPOSITS — Interest — with line 14)

FMI LARGE CAP — Int/Div — Buy

FMI LARGE CAP — Int/Div — Sold (part)

PNC BANK OF LAPORTE. IN — Interest

PARNASSUS MID CAP — Int/Div — Buy

STERLING CAPITAL MID CAP — Int/Div — Buy

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

VICTORY MUNDER MID CAP — Int/Div — Buy

VICTORY MUNDER MID CAP — Int/Div — Sold

SNYDERS LANCE INC — Int/Div — Buy

ALL AMERICAN FINANCIAL CORP COMMON STOCK — Int/Div

ANSTON MONTAG & CALDWELL (Y) — Int/Div — Sold

FMI LARGE CAP (Y) — Int/Div — Sold

INVESCO GLOBAL REAL ESTATE(Y) — Int/Div — Sold

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 pum TRUST, [0 TRUST = SEE (2) UNDER VII

Income — 11231116 — P State of Hhnows Teacher Retirement after death 10/22/9% converted to [i annuity plus annual COLA. Income $34,106 — S34. 106.00

Spouse's income — 2016 — Pn 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 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,

2. LINE 9: AFTER DEATH OF

(10/28/98), TRUSTEE BECAME TRUSTEE

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 1: RESIDUAL AMOUNT FROM BACK PAY AWARD DEPOSITED INTO THIS ACCOUNT.

4 LINE 12-58: REMARRIED DURING CALENDAR YEAR 2001 AND WIFE'S ASSETS ARE LISTED ON THESE LINES,

5 LINE 10: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 TRUSTE

#1 1S BENEFICIARY AND CHILDREN ARE

SUCCESSOR BENEFICIARIES,

6 LINE 12-58: 1000 SOLD PROPERTY IN BANGOR, MAINE IN MAY OF 2016, RESIDUALS WERE ROLLED INTO INVESTMENTS.

7. LINE 45 47 BAIRD QUALITY INTERMEDIATE MUN F/K/A BAIRD INTERMEDIATE MUNICIPAL BOND

8. LINE 59 IN THE 2015 REPORT(LINE 20) SHOULD HAVE BEEN MARKED ENTIRELY SOLD ON 1228/15

9. LINE 60 IN THE 2015 REPORT(LINE 24) SHOULD HAVE BEEN MARKED ENTIRELY SOLD ON 12/16/15

10. LINE 61 IN THE 2015 REPORT(LINE 29) SHOULD HAVE BEEN MARKED ENTIRELY SOLD ON 12/07/15

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