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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

  • 3

    income

  • 0

    spouse income

Named parties

  • Music Education Advocate Coalition (Somerset Area School District)
  • Somerset High School Band Boosters ~~ ~= = __
  • wi = Oo ct. NN hry] SIT eds
  • PNC Bank
  • USAA Bank
  • Citi Bank
  • Chase Bank
  • BMW Bank
  • Bank of America
  • First National Bank
  • Allegheny County Bar Association
  • 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 — Sold (part)

USAA Aggressive Growth Fund — Int/Div — Sold (part)

USAA Emerging Market Fund — Int/Div — Sold (part)

USAA Intemational Fund — Int/Div — Sold (part)

USAA Science & Technology Fund — Int/Div

USAA First Start Fund — Int/Div

USAA Income Fund — nt. — Sold (part)

USAA Intermediate - Term Bond Fund — mt — Sold (part)

USAA S&P 500 Index Fund — Int/Div — Sold (part)

USAA Small Cap Stock Fund — Int/Div — Sold (part)

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 Kaufman Class A Fund #66 — None

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

Fed. Int. Capital Appreciation Fund #863 — Int/Div — Distributed

Prime Obligations Fund Principal #10 — nt.

Federated Large Cap Growth Fund #322 — None — Distributed

Somerset Trust Company - Accounts — Interest

Estate #1 — None — Closed

Somerset Trust Company - Account — None — Closed

USAA Money Market — Int/Div

USAA Growth Fund — Int/Div — Sold (part)

USAA Value Fund — Int/Div — Sold (part)

USAA Income Stock Fund — Int/Div — Sold (part)

USAA Short Term Bond Fund — Int/Div — Sold (part)

USAA High Yield Opportunities Fund — Int/Div — Sold (part)

USAA Precious Metals & Minerals — Int/Div — Sold (part)

Fed. MDT Small Cap Growth #282 — None — Buy

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

President, Somerset High School Band Boosters ~~ ~= = __

4., wi = Oo ct. NN hry] SIT eds

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 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 America — Line of Unsecured Credit

Liability — First National Bank — Line of Unsecured Credit

Reimbursement — Allegheny County Bar Association — June 19-21. 2008 — Champion, PA — Annual Meeting — Room/Meals

Income — 2008 — Somerset County Employees Retirement Plan (county pension). — $11,101.32

Income — 2008 — Pennsylvania State Employees Retirement Plan (state pension) — $17.170.08

Income — 2008 — United States Army Reserves (military pension) — $20,486.68

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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