Kim R. Gibson
2007
Ask Donna
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.