kim r gibson financial disclosure report for 2009

8/3/2019 Kim R Gibson Financial Disclosure Report for 2009

http://slidepdf.com/reader/full/kim-r-gibson-financial-disclosure-report-for-2009 1/8

,4o/o [ FINANCIAL DISCLOSURE REPORT R e p o ~ R e q u i r e d b y t h e E t h i c sin Government dct o f 1978

R e v . 1 / 2 0 1 0 [ FO R C A L E N D A R Y E A R 2009 ( 5 u . s .C a p p . ~ § 1 0 1 - I il )

I . Person R eport ing ( last nzme, f i rs t , middlc hz~t~sl ) 2. ~ou~ or O~anl~Hoa 3. Dat~ of R~po~

Gibson, ~m R, U.S. Dis~ct Coup, PA ~/l 9~0 l0

4. Title (A ~iclc Ill judges indlcat~ active or s~i~ sta~s; 5s. Report T~ (ch~k ~pfiat¢ ~) 6. Repo~ng Pe~dmagis~¢ judges indi~tc full- or pa~-fimc)

~ Nominatia~ Date 01/01/2009

U.S.~sUict/~ge(active) ~ lniti~ ~ ~ Annul ~ Final to

12/31;2009

7. Ch~mb¢~ or O~ce Address $. On the btsIi oflhe taformttlon contained In ~ls Rep~ and ~nymodifications pertsinlng th~eto, It Is, in m~ opinion, In ¢omplttnce

I~ Penn Traffic Building with ~ppllc~ble Isws ~nd r~ulsflons.

319 W~h~gton SWeet

Johmtown, PA 15~1Re~qe~lng Officer Date

I M P O R T A N T N O T E S : The in~truc t ion~ accompanying r ids form must be fol lowed Comple te al l parts,

checking the NO NE box for each part where you have no reportable in formation, Sign on last page.

I. P O S I T I O N S . , R , v o , ~ ~ . a i ~ u . .t o , ~ , o , v v . 9 - t J offilin[ it~tructlo.~)

[--] NONE (’No repor table po s i tions .)

P O S I T I O N N A M E O F ORGANIZATION/ENTITY

1. President M usic Education Advoeat~ Co alition (Somerset Area Schoo l District)

II. A G ~ E M E N T S . (x,~n~t Ind~Mu~ amy; xtt~. 1~16 of f dint ~ucdo~)f n I --

~ NONE ~o reportable agreements.)

PARTIES A~ TE~S

I. 1978 Somerset Coun~ Employe~ Reticent Plan - pensi~ ~eived each mon~ be~ingin 2~1.

2. 1998 Pennsylvania State E mployees Retirement Plan - pension received each month beginning in 2003; also medicalinsurance is provided under the plan.

3. 1996 United States Army Reserves Retirement - pension received each month beginning in June, 2008.



FINANCIAL DISCLOSURE REPORT N .... f]’¢r~oll Rel~rt|ng Dtt~ofRepor~

of 8 a ~ b s o n , ~ a m ~ 0 4 / ~ 9 a 0 ~ 0

I I I . N O N - I N V E S T M E N T I N C O M E . (R,~,~g l~i~u~,t ~^~ sp ....; s , e r ~ . 17-24 of fding lnstruction~.)

A. Flier’s Non-Investment Income

NONE (No reportable non-investment income.)

D A T E S O U R C E A N D T Y PE I N C O M E(yours, not spouse’s)

I. 2009 Somerset County Employees Retirement Plan (county pension). $ I 1 , 1 0 1 , 0 0

2. 2009 Pennsylvania State Employees R etirement Plan (state pension). $17,170.00

3, 2009 United States Array Reserves (military pension) $42,492.00

4.

B . S p o u s e ’ s N o n - I n v e st m e n t In c o m e - t f y o . ~¢r¢ married during any portlon of the rtporffng year, compl¢~ this s~,ctlon.

( D o l l a r a m o u n t n o t r e q u i r e d e x c e p t fo r h o n o r a r i a . )

[~] NONE ~?~’o repot able non- invesOnent i nco me. )

D A T E S O U R C E A N D T Y PE

1.

2.

3.

4.

IV. REIMBUR SEMENTS -(lnclude.~ ghale to ~e and de~n~nt chil~en;

NO NE ~ o repoaab& reimbursements.)

~ ~ ~ ~ ITEMS PAID OR PRO~ED

I.

2.

3.

4.

5.



FINANCIAL DIS CLOS URE R EPOR T N , m e

of 8 ~ l b s o n , K i m I L 0 4 / 1 9 / 2 0 1 0

V . G I F T S . (Ind,,de. .v tho~e ~o srouse and det,endent

NONE (No reportable gifts.)

1.

2.

3.

4.

5.

D N O N E ( N o reportable liabilities.)

CREDITOR D~SCRIPTIQN . _VA L U E C OD E

1. PN C Bank Line of U nsecured Credit J

2. U S A A B a n k Line of U nsecured Credit K

3. Citi Bank Line of U nsecured Credit J

4. Chase Bank Line of Unsectu’ed Credit K

5. B M W B a nk Line of U nsecured Credit J

6. B ank o f A merica L ine o f U nsecured C redit K

7. First N atio nal Bank L ine o f U n s e c u r e d Credit J



N a m e o f P e r so n R e p o r ti n g D a t e n f R e p o r tFINANCIAL DIS CLOS URE R EPOR T

G t b s o ., K l m I hag~ 4 of 8 O ~ / l W ~ O l O

V I I . I N V E S T M E N T S a n d T R U S T S - i ~ e o , . o , ~ t . o . , ,, = , , , a o n , f X , c t . d , , t h o , o of spouse and dependent children; see #p. 34-60 of f!llng instruction.t)

V--] NONE (’No reportable income, assets, or t ransact ions.)

A, B. C. D .D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o s s v a lu e a t e n d T r a n s a c t io n s d u r i n g r e p o r t in g p e r i o d

( i n c l u d i n g t r t ~ t a a . ~ t s ) r e p o r t i n g p e r i o d o f r ~ p o r t i n g p e r i o d

O) . (2) (t) (2) (i) t (2) I (3) (4) {5 )

P l a c e " ( X ) " a f lc ~ e a c h a s s e t ! A m o u n t t T y p e ( e . g ., Value Value T y p e (e.g.,i Date ! ValueGala I d e n t i t y

e x e m p t f r o m p r i o r d i sc l o s u re , . * C o d e 1 i d i v . , r e n t , C o d e 2 M e t h o d b u y . s e l l , [ m m ! d d / y y i C o d e 2 Cede I b u y i s c H e r( A - H ) o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ! (J-P) ( A - I t ) (ifprivate

1. First National Bank - IRA Account A Interest J T

2. Soro erset Trust Company C Interest K " T Assets set forth in1 5 - 2 5

3. USAA Aggressive Growth Fund None Sold 01/07109 J A

4 . U S A A E m e r g i n g M a d d e r F u n d N o n e S o l d 0 1 / 0 7 / 0 9 1 J A

5 . U S A . A I n t e r n a t i o n a l F u n d N o n e S o l d [ 0 1 / 0 7 / 0 9 J A

6 . U S A A S c i e n c e & T c c l m o l o g y F u n d N o n e S o l d i 0 1 / 0 7 / 0 9 J A

7. US AA First Start Fund None Sold 01/07/09 J A

8. USA A Income Fund None Sold !01/07/09 J A

9. US AA Intermediate - Term Bond Fund None Sold 0 i/07/09 J A

1 0 . USA A S& P 500 Index Fund None Sold 01/07/09 J A

1 1 . USA A Small Cap S tock Fund None Sold 01107/09 J A

1 2 . Nationwide L ife Insurance - U niversal Life A intJdiv. J T

1 3 . AAFMAA Life Insurance - Whole Life A int/dlv. K T -

1 4 . Prudential Life Insurance. Who le Life A i n t . / a l l y . J T

1 5 . Real E state-Residential Lo t-Somerset, PA None K Q(appraisal 9/29/08

16. Federated GNMA Trust #16 A Dividend J T

17. Federated Stc, ck Trust # 19 A Dividend J T



FINANCIALDISCLOSURERE PORT of 8 o 4 / ~ 9 / 2 o l o

VII. INVESTMENTS and TRUSTS

NONE ~o reportable income, ~sets, or transactions.)

A. : ~. C. D.D ~ s c r l p f i o n o f Assets } In,me d~ing G ross value at ~d T~s~tions d~ng re~ing p ~ o d

(including t~st ~)

Pl~e "(~" afl~ ~h as~t : A m o u n t T~(e.g., Value ] V ~ u ¢ ] T~ (e.g., Date : , V~ue ~ G ain Idcn~ of[ C o d e I d i v . , r c n ~ C o d e 2

] M e ~ o d

[ buy, sdl, m~d~ C~2 [ C~e I buyer/sellera~pt hum prior disclos~~ ( A - I t) o r i n t . ) ( J - P ) C~e 3

]redempfi~) ( J - P ) ( A -H ) (ifpdvat¢

~ [ L (Q’~. . ~ction)

1 8 . Fede~Gro~h Fund ~8 None J T

1 9 . Federated Kaufman Class A F und #66 None J T

20. Prime Obligations Fund Principal #10 A i n t . J T

2 I . Somerset Trust Company - A ccounts A Interest J T

22. USA A M on ey Market A Int./Div. K T

23. USA A G rowth Fund None S o l d 01/07/09 J A

24 , U S A A V a lue F und None Sold !01/07/09 J A

25. USA A Income Stock Fund None Sold 01/07/09 .I A

26 . US AA Short Term Bond Fund None Sold 01/07/09 J A

27. USAA ltigh Yield Opportunities Fund None Sold 01/07/09 J A

28. USAA Precious Metals & Minerals None Sold 01/07109 J A

2 9 . F e d . M D T S m a l l C a p G r o w t h # 2 8 2 A I n t . / D i v . K T

3 0 . F ~ d . M D T L a r g e # 2 6 5 A I n t . / D i v . K T

~ I . F e d . I n t e r C o n t . F u n d # 1 6 9 A I n t . / D i v . K T

3 2 .

3 4 .

l, Ir.or~ G-;n Cod¢~: A -$ | ,000 ot ~ U -$1.001 - $2,$00 C =$2.501. $5,000 D = $ 5 , 0 ~ I ̄ $ ! 5 . 0 0 0 E =$ t 5 . C O I - $ 5 0 , 0 0 0(S¢~ Co|umm U | an~ D4) F = $ 5 0 , 0 0 1 - $ 1 0 0 , 0 0 0 G = $ 1 0 0 . 0 0 1 - $ 1 . D O O , O O U H 1 * $ 1 , 0 0 0 , 0 0 1 -2. Va~ Co&:a J -$15,000 or I~s K ~ $ 1 5 , 0 0 1 - $ 5 0 . 0 0 0 L = S 5 0 , 0 0 ! - S 1 0 0 , 0 ~ 0 M = $ ] 0 0 , 0 0 1 - $ Z 5 0 ,~ O 0

(See Cohnnr~ CI and D3) N "$2S0,001 - $500,000 O = $ 5 ~ 0 , 0 0 1 - $ 1 .0 0 0 , 0 0 0 P| =$ 1.000,001 ̄ $5#00,000 P 2 ~ $ 5 , ~ 0 0 , 0 0 1 * $ 2 ~ , 0 0 0 , 0 0 0P 3 = $ 2 ~ . 0 0 0 , 0 0 1 - $ 5 0 . 0 0 ¢ L 0 0 0 ~4 -Mort than

3. Value M¢thod Code~ Q = A p p r a is a l R =Cost (Real Estate Only) $ = A l , te s s m e r d T( S c ~ C o lu m n C 2 ) U -Book Vala¢ V ~ ) ~ b e l’ W = E r ~ i m a 1 ~ d



Name of Person Rel~rting]

Date of l~eportFINANCIAL DIS CLOS URE REPORT

g ~ b , o n , I O m R .age 6 of 8I

V I I . I N V E S T M E N T S a n d T R U S T S -~co,, ,, .at~, tra,~¢,io~ a ~du~ ,s t~o~, of ,~, ,~ ~,~,.d,. , ~Z~; ~ r~

NONE ~o reputable income, ~sets, or tra~actions.)

~. " ................-~ ......... ~, ..........~ .......... D .Des~ption of As~ [ In.me daring

~Gm~ vMue m end T~nsacfio~ during ze~ing

{including t~t mse~) ~ing~~ ofre~aMg ped~

[ Gain Idcnti~ ofPla~ "(X]" ~ ~ach ~svt [Amo~t~c I T~ (e.g., Value V M u ~ T~e (e.g., ,~ Date V~u¢Cod~ 1x~pt ~omprior diselos~e die., ~n k Code 2 Mc~ buy, ~ll, I m~td~ ~de 2 buyer/sdler

~ ( A - H )

~ int.) (J-P)

C o d e ( Q . W ) 3

federation)["

(J-P) ( A - H )

~s~ction)(ifPfiVate

3 5 .

36 .

37 .

38 .



¯FINANCIAL DISCLOSUR E REPOR T N . ~ ,. o f e ~ , o n R ~ p o ~ a n g

of 8 Gibson, I O m R . 0 4 / 1 9 1 2 0 1 0

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.



FINANCIAL DIS CLOS U RE RE P ORT

I Gibson, Klm R.

04/19/2010age 8 of 8

IX. CERT IFICATION .

I certify that all information given abo ve (including information pertaining to my spo use and minor o r dependent children, if any) is

accurate, true, and complete to the best of my kno wledge and belief, and that any information no t reported was withheld because it met applicable statutoryprovisions permitting non-disclosure.

I further certify that earned income from out~ide emplo yment and hono raria and the acceptance of gifts which have been reported are incompliance with the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations..

S i g n a t u

N O T E : A N Y I N D I V I D U A L W H O KN O W I N G L Y A N D W I L F U L L Y F A L S I F I E S OR F A I L S T O F IL E T H I S R E PO R T M A Y B E S U B J E C T T O C IV I LAND CRIM INAL SA NCTIONS (5 U .S.C. app . § 104)

FILING INSTRUCTIONS

M ail sign~ o riginal and 3 additional copies to:

Committee on Financial DisclosureAdm inistrative Office of the United States CourtsSuite 2-301

One Co lumbus Circ le, N .E.W ashington , D .C. 20544

kim r gibson financial disclosure report for 2009

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