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LEGISLATIVE RESOURCE CENz=s 200TMAY 15 PH sv FORM A age 1 oF For use by Members, officers, and employees UNITED STATES HOUSE OF REPRESENTATIVES, FINANCIAL DISCLOSURE STATEMENT FOR CALENDAR YEAR 2006 James W. Geriach eu Name) 649 Deep Hollow Lane Chester Springs, PA 19425 610/827-9351 — (Moning Address) ini daviime Telephone (Office Use Only) (1D Officer Or Employing Office: ‘A $200 penalty shall Employee be assessed against = =} anyone who files more than 30 days late. ores oF Ta US, HOUSE’ REPRESENTATIVES D House of Representatives vice 0g ‘id you, your spouss, ora dependent chid recove ay reporable gtr ‘or more fom any source inte reporting pero? Yes ¥ No ‘he reporting period (a, aggregating more nan $30s andl otnerwise You tyes, complate and attach Schedule ifyes, complete and attach Schedule ‘Bid any inividal or organization make a donation to chariyin iow of ang a ‘id you, your spoina ora dependant cid recive ay reporbere or 1. joutora speech, penance orarteleintne raring pero? Yeo No ‘mentee i pring prt fer me ah 8” Yog one sours yes, complete and attach Schedule ifyes, complete and atch Schedule VI. ‘Did you your sbouse ora dependent hid recive “nour” core of ‘id you old any petal posiions on or belie Ue dato ing nthe 1, mare tn 8200 tn cep period or naan repoaieassetwesl) Yep igh NO L corer eaiender yar? Yes ‘more man $1,000 atthe end of the period? 7 | __ifyes, complate and attach Schedule. yes, complete and attach Schedule Vile ‘Did you, your spouse, or dependent child purchase, sa, Of enchange any ‘id you have any reportable agreement or errangoment with an outside 1M. portal asatinalenacion exceeding $600 cuing the poring” Yes enuty? Yes period {fyes, complete and attach Schedule. yes, complete and attach Schedule IX. a dopondert child have any reporabl itil peiod? Yous" Nov Each question In this part must be answered and the appropri schedule attached for each "Yes" response. \CH OF THESE QUESTIONS ‘Details rogarding "Qualified Blind Trusts” approved by the Committee on Standards of Oficial Conduct and certain other “excepted trusts” need not be disclosed. Have you excluded from this report detalls of such a trust benefiting you, your spouse, ordependent YS NOW chile? Exemptions-- Have you excluded from this report any other assets, “unearned income, transactions, or labilties of a spouse or dependent child ‘because they mest all three tests for exemption? Yer [) Nolwi ‘This Financial Disclosure Statement is required by the Eics in Government Act of 1978, as amended. The Statement wil be avaiable to any requesting person upon written ‘pplication and wil be reviewed by the Committee on Standard of Oficial Conduct ofits designee. Any individual who knowingly and willy falsfies, or who knowingly and ilu fal to fle this report may bo subject o civl penalties and criminel sanctions (See 5US.C. app. 4,§ 104 and US.C. § 1003). = ‘on this form and ail attached schecules 2are ue, complete and corect othe best of my knowledge and belie, SCHEDULE | - EARNED INCOME Name Janes W. Gerlach | Page 2of 4 List the source, type, and amount of eamed income from any source (other than the filers current employment by the U.S. Goverment) totaling $200 or more the source and amount of any honoraria; list only the source for other spouse earned income exceeding |during the preceding calendar year. For a spouse, Pennsylvania State Employees Retirement System | Legislative Pension $15,250 ‘SCHEDULE Ill - ASSETS AND "UNEARNED" INCOME ‘BLOCK A Asset and/or Income Source Identity (a) each asset held for Investment or production of income with 2 fair market value exceeding $1,000 at the end of the reporting period, ‘and (b} any other asset or source of income which generated more than '$200 in “uneamed' income during the year. For rental property or land, provide an address. Provide full names of any mutual funds. For a self Sirected IRA (Le., one where you have the power to select the specific Investments) provide information on each asset inthe account that ‘exceeds the reporting threshold and the income eared for the account. For an IRA or retirement plan that le not self-directed, namo the institution holding the account and provide Its value at the end of the reporting period. For an active business that is not publicly traded, in Block A state the nature of the business and its geographic location. For additional information, see instruction booklet forthe reporting year. Exclude: Your personal residence(s) (unless there fs rental income); any debt owed to you by your spouse, or by your or your spouse's child, parent, oF sibling; any deposits totaling $6,000 or lage In personal ‘savings accounts; any financial interest in or income derived from U.S. ‘Government retirement programs. you so choose, you may indicate that an asset or income source Is that of your spouse (SP) or depandent child (DC) or is jointly held (JT), Inthe optional column on the fa left Vanguard Group - Balanced | Index Fund, Life Strateay Mod. _ Growth, & 500 Index Fund BLOCK. Year-End Value of Asset at close of reporting year. Ifyou usea Valuation method other than fair markt value, please specity ‘the method used. an asset was sold andis included only because itis gonerated income, the value should be "None." $50,001 - + $100,000 BLOCK G Type of Income CChack ll columns that spply. Check “None” if sttat did not generate any income during the calender year. IFathor than one ofthe listed categories, specify tho ‘9pe of Income by wetting 2 bret desenption inthis block. (For example Partnership income or Farm Income) DIVIDENDS BLOCK D Amount of Income For retirement plans or accounts that do not allow ‘you to choose specific westments, you may write "NA" for income. For all ‘other assets, indicate the category of Income by checking the appropriate box below. Dividends, even ifreinvested, should be listed as income. Check "None" ite income was eared. $2,501 - $5,000 BLOCK E Transaction Indicate i asset had (), sales (8), oF exchanges (E) exceeding $1,000 in ‘reporting year. State Deferred Compensation $1,001 - | DIVIDENDS $1,004 - $2,500 Program - State Index Fund, | $15,000 i Extended Market Fund, Enhanced Tactical Fund i Het a Congressional Federal Credit | $15,001 - INTEREST $1 - $200 Union Accounts $50,000