Kim R. Gibson
2006
Ask Donna
Pull out the substance of this filing.
What was filed
38
investments
0
positions
0
gifts
3
agreements
6
debts
1
reimbursements
2
income
2
spouse income
Named parties
- Note 1 in Part VII
- Note 1 in Part
- VIII
- Bank Of America
- Bmw Bank
- Star Bank
- Chase Bank
- Citi Bank
- Pncbank
- Allegheny County Academy of Trial Lawyers
- Somerset County Employees Retirement Plan (county pension).
- Pennsylvania State Employees Retirement Plan (state pension)
- Line of Unsecured Credit
As filed
First National Bank - Accounts
USAA Aggressive Growth Fund — Int/Div
USAA Emerging Market Fund — Int/Div
USAA Intemational 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
Fidelity Equity Income Fund — Int/Div — Dist
Nationwide Fixed Account — Int/Div — Dist
Fidelity Magellan Fund, redesignated Fidelity Contrafund — Int/Div — Dist
American Century Ultra Fund — Int/Div — Dist
Templeton Foreign Fund, Class A — Int/Div — Dist
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
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 — nt.
Federated Large Cap Growth Fund #322 — None
Transamerica Fincl. Corp. Debs Zero Cpn due 9/1/07 — None
Somerset Trust Company - Accounts — nt.
Estate #1 — Note 1 in Part VII
Somerset Trust Company - Account — None — dist — Note 1 in Part
USAA Money Market — Int/Div — Buy
USAA Growth Fund — Int/Div — Buy
USAA Value Fund — Int/Div — Buy
USAA Income Stock Fund — Int/Div — Buy
USAA Short Term Bond Fund — Int/Div — Buy
USAA High Yield Opportunities Fund — Int/Div — Buy
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 — Bank Of America — Line Of Unsecured Credit
Liability — Bmw Bank — Line Of Unsecured Credit
Liability — Star Bank — Line Of Unsecured Credit
Liability — Chase Bank — Line Of Unsecured Credit
Liability — Citi Bank — Line Of Unsecured Credit
Liability — Pncbank — Line Of Unsecured Credit
Reimbursement — Allegheny County Academy of Trial Lawyers — October 5-7, 2006, Farmington, PA (Annual Academy Meeting - Room, Meals)
Income — 2006 — Somerset County Employees Retirement Plan (county pension). — $811,394.36
Income — 2006 — Pennsylvania State Employees Retirement Plan (state pension) — $$17.170.08
Spouse's income — USAA — Line of Unsecured Credit
Spouse's income — Sears — Line of Unsecured Credit
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 2006 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.