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Pull out the substance of this filing.

What was filed

  • 33

    investments

  • 3

    positions

  • 0

    gifts

  • 3

    agreements

  • 7

    debts

  • 1

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Note in Part VIII
  • Flight 93 Memorial Task Force
  • Music Education Advocate Coalition (Somerset Area School District)
  • Somerset High School Band Boosters
  • First National Bank
  • Bank Of America
  • Bmw Bank
  • Chase Bank
  • Citi Bank
  • Usaa Bank
  • Pnc Bank
  • Academy of Trial Lawyers
  • Somerset County Employees Retirement Plan (county pension).
  • Pennsylvania State Employees Retirement Plan (state pension)

As filed

First National Bank - Accounts

USAA Aggressive Growth Fund — Int/Div

USAA Emerging Market 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 — nt.

USAA S&P 500 Index Fund — Int/Div

USAA Small Cap Stock Fund — Int/Div

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 — None

Federated GNMA Trust #16 — Int/Div — sale

Fecderated Stock Trust #19 — Int/Div — sale

Federated Growth Fund #48 — None — sale

Federated Kaufman Class A Fund #66 — None — sale

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

Fed. Int. Capital Appreciation Fund #863 — None — sale

Prime Obligations Fund Principal #10 — Int.

Federated Large Cap Growth Fund #322 — None — sale

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

Somerset Trust Company - Accounts — Interest

Estate #1 — Note in Part VIII

Somerset Trust Company - Account — None — dist — Note in Part VIII

USAA Money Market — Int/Div

USAA Growth Fund — Int/Div

USAA Value Fund — Int/Div

USAA Income Stock Fund — Int/Div

USAA Short Term Bond Fund — Int/Div

USAA High Yield Opportunities Fund — Int/Div

USAA Precious Metals & Minerals — Int/Div — Buy

Co-chairman, Flight 93 Memorial Task Force

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

President, Somerset High School Band Boosters

Agreement — 1.1978 — 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 — 3.1996 — United States Army Reserves Retirement - pension to be received upon reaching 60 years of age.

Liability — First National Bank — Line Of Unsecured Credit

Liability — Bank Of America — Line Of Unsecured Credit

Liability — Bmw Bank — Line Of Unsecured Credit

Liability — Chase Bank — Line Of Unsecured Credit

Liability — Citi Bank — Line Of Unsecured Credit

Liability — Usaa Bank — Line Of Unsecured Credit

Liability — Pnc Bank — Line Of Unsecured Credit

Reimbursement — Academy of Trial Lawyers

Income — 2007 — Somerset County Employees Retirement Plan (county pension). — $11,394.36

Income — 2007 — Pennsylvania State Employees Retirement Plan (state pension) — $17,170.08

1) Part VII, page 2, line 32. The assets of this estate were almost entirely distributed during 2004-2006 to the three heirs of the estate - amount remaining in

account in 2007 was less than $200.00 and was not in an interest account.

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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