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Pull out the substance of this filing.

What was filed

  • 44

    investments

  • 1

    positions

  • 0

    gifts

  • 3

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 3

    income

  • 2

    spouse income

Named parties

  • note 1) in Part VIII
  • note 2) in Part VIII
  • note 3) in Part VIII
  • note 4) in Part VIIT
  • note 4) in Part VII
  • note 4) In Part VIII
  • note 5) in Part VIII
  • Flight 93 Memorial Task Force
  • Mellon
  • Somerset County Employees Retirement Plan (county pension).
  • Pennsylvania State Employees Retirement Plan (state pension).
  • Administrative Office of Pennsylvania Courts (state judge salary) - this salary ended when I became a U.S. District Judge on October 20, 2003.
  • Credit Card

As filed

First National Bank - Accounts — int.

Somerset Trust Company — Int/Div — note 1) in Part VIII

Nationwide Retirement Solutions — note 2) in Part VIII

Commonwealth of PA State Employees Retirement — int. — Transferred — note 3) in Part VIII

USAA Aggressive Growth Fund — Int/Div

USAA Emerging Markets Fund — Int/Div

USAA International Fund — Int/Div

USAA Science & Technology Fund — Int/Div

USAA First Start Fund — Int/Div

USAA Income Fund — nt.

USAA Intermediate - Term Bond Fund — mt.

USAA S & P 500 Index Fund — Int/Div

USAA Small Cap Stock Fund — Int/Div

Fidelity Equity Income Fund — Int/Div

Nationwide Fixed Account — Int/Div

Fidelity Magellan Fund — Int/Div

American C ntury Ultra Fund — Int/Div

Templeton Foreign Fund, Class A — Int/Div

Nationwide Life Insurance - Universal Life — Int/Div — note 4) in Part VIIT

AAFMAA Life Insurance - Whole Life — Int/Div — note 4) in Part VII

Prudential Life Insurance - Whole Life — Int/Div — note 4) In Part VIII

Real Estate - Residential Lot - Somerset, PA — None

Federated GNMA Trust #16 — Int/Div

Federated Stock Trust #19 — Int/Div

Federated Growth Fund #48 — None

Federated Kaufman Class A Fund #66 — None

Federated Equity FDS Comm Tech Cl. A #965 — None

Fed Int. Capital Appreciation Fund #863 — None

Prime Obligations Fund Principal #10 — mnt.

Federated Large Cap Growth Fund #322 — None

Transamerica Fincl. Corp. Debs Zero Cpn due 9/1/07 — None

Somerset Trust Company - Accounts — mnt.

Estate of Eleanor M. Gibson — note 5) in Part VIII

Sormerset Trust Company - Account — nt.

Mermill Lynch - Accounts — nt.

GNM — nt.

GM Bonds IB — int.

Duke Energy Bonds — nt.

Capstead Morgage — nt.

N Star — Int/Div

PPL Corp — Int/Div

Pub Svc Enterprise Grp. — Int/Div

Wachovia Corp. — Int/Div

Real Esmte - Residential - Somerset, PA — None

Co-chairman, Flight 93 Memorial Task Force

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 to be received upon reaching 60 years of age

Liability — Mellon — Credit Card

Income — 2003 — Somerset County Employees Retirement Plan (county pension). — JENS, ibitp FiNee ay, =: C $12,060.06

Income — 2003 — Pennsylvania State Employees Retirement Plan (state pension). — $3,386.37

Income — 2003 — Administrative Office of Pennsylvania Courts (state judge salary) - this salary ended when I became a U.S. District Judge on October 20, 2003. — $95,581.31

Spouse's income — MBNA — Credit Card

Spouse's income — USAA — Credit Card

URdicait pan or KCpoOtL.}

Vil. ADDIL INL: INIKMA FIUIN UR EACLAINA TIUIND

1) Part vi, page 1, line 2 - In the previous report filed in May, 2003 these accounts and retirement accounts were reported under the single designation of

Somerset Trust Company without enumerating each individual fund. The individual funds are set forth in Part VII, page 2, lines 22, 23, 24, 25, 26, 27, 28,

29, 30, 31 and 32.

2) Part VII, page 1, line 3 - In the previous report filed in May, 2003 this retirement account was reported in i% entire amount under the single designaticn

of Nationwide Retirement Solutions without enumerating each individual fund. The individual funds are set forth in Part VII, page 1, lines. 14,°15, 16, 17

and 18.

3) Part VI], page 1, line 4 - After terminating employment as a state court tule my pension account was transferred to ny rollover IRA with USAA (see

Part VII, page 1, lines 6, 7, 10, 11, 12 and 13 for the funds into which the pension was transferred).

4) Part VII, pages 1 and 2, lines 19, 20 and 21 - These three entries were inadvertently omitted in the May 2003 report.

S) Part VII, page 2, line 33 - I became executor of this estate in October 2003. Iam also one of three residuary heirs. The assets of the estate are set forth

on pages 2, 3, lines 34, 35, 36, 37, 38, 39, 40, 41,42, 43 and 44.

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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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