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What was filed

  • 30

    investments

  • 1

    positions

  • 0

    gifts

  • 3

    agreements

  • 7

    debts

  • 1

    reimbursements

  • 3

    income

  • 0

    spouse income

Named parties

  • Music Education Advocate Coalition (Somerset Area School District)
  • PNC Bank
  • USAA Bank
  • Citi Bank
  • Chase Bank
  • BMW Bank
  • Bank of Amcnica
  • First National Bank
  • Somerset County Employees Retirement Plan (county pension).
  • Pennsylvania State Employees Retirement Plan (state pension).
  • United States Army Reserves (military pension)

As filed

First National Bank - IRA Account — Interest

USAA Aggressive Growth Fund — None — Sold

USAA Emerging Market Fund — None — Sold

USAA Intemational Fund — None — Sold

USAA Science & Technology Fund — None — Sold

USAA First Start Fund — None — Sold

USAA Income Fund — None — Sold

USAA Intermediate - Term Bond Fund — None — Sold

USAA S&P S00 Index Fund — None — Sold

USAA Small Cap Stock Fund — None — Sold

Nationwide Life Insurance - Universal Life — Int/Div

AAFMAA Life Insurance - Whole Life — Int/Div

Prudential Life Insurance - Whole Life — Int/Div

Real Estate-Residential Lot-Somerset, PA (appraisal 9/29/08 — None

Federated GNMA Trust #16 — Int/Div

Federated Stock Trust #19 — Int/Div

Federated Growth Fund #48 — None

Federated Kaufinan Class A Fund #66 — None

Prime Obligations Fund Principal #10 — int,

Somerset Trust Company - Accounts — Interest

USAA Money Market — Int/Div

USAA Growth Fund — None — Sold

USAA Value Fund — None — Sold

USAA Income Stock Fund — None — Sold

USAA Short Term Bond Fund — None — Sold

USAA High Yield Opportunities Fund — None — Sold

USAA Precious Metals & Minerals — None — Sold

Fed. MDT Small Cap Growth #282 — Int/Div

Fed. MDT Large #265 — Int/Div

Fed. InterCont. Fund #169 — Int/Div

President, Music Education Advocate Coalition (Somerset Area School District)

Agreement — 1978 — Somerset County Employees Retirement Plan - pension received each month beginning in 2001

Agreement — 1998 — Pennsylvania State Employees Retirement Plan - pension received each month beginning in 2003; also medical insurance is provided under the plan.

Agreement — 1996 — United States Army Reserves Retirement - pension received each month beginning in June, 2008

Liability — PNC Bank — Line of Unsecured Credit

Liability — USAA Bank — Line of Unsecured Credit

Liability — Citi Bank — Line of Unsecured Credit

Liability — Chase Bank — Line of Unsecured Credit

Liability — BMW Bank — Line of Unsecured Credit

Liability — Bank of Amcnica — Line of Unsecured Credit

Liability — First National Bank — Line of Unsecured Credit

Reimbursement — Ai ASR RANT — ANS SE RA RNIN — A YW FRE La — A YT AwiVirse £ 4 24T4F WEY LA AVY TRAM, wi

Income — 2009 — Somerset County Employees Retirement Plan (county pension). — $11,101.00

Income — 2009 — Pennsylvania State Employees Retirement Plan (state pension). — $17,170.00

Income — 2009 — United States Army Reserves (military pension) — $42 492.00

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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