Richard Paul Matsch
2009
Ask Donna
Pull out the substance of this filing.
What was filed
7
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Checking Account, Wells Fargo Bank — Interest
Abbott Lab - common — Int/Div
1BM - common — Int/Div
Merck - common — Int/Div
First Commonwealth Financial Corp. — Int/Div
3-M (Minn. Mining & Mfg.) — Int/Div
First Clearing Wells Fargo — Interest
Part VII. Investments and Trusts
Line 9 - no income received
Lines 11 & 12 - Wachovia Securities accounts transferred to First Clearing - Wells Fargo.
and
In Part VII, page 4, lines 2-13 Column C was
not co)
leted because all of those items of income were from securities that are solely owned by!
1 have no knowledge of the value of those securities.
had an investment portfolio before we were married. By premarital agreement, she
ways
maintained her own finances with a separate bank acco
EL
t, her own brokerage account, her own financial adviser and her own books and recor s. The only asset
i Jowned is our residence.
We file a=iax return and I understand that raises a presumption of knowledge of the sources of income that is reported. Our return is prepared by an
accountant and each of us separately provides him with the necessary information and supporting papers. I am willing to sign the return in reliance on her honesty
in reporting.
has provided me with the identification of her sources of investment income to enable me to comply with the disqualification requirements of 28
Sec
5. My request to provide the additional information necessary to complete Column C in Part VII, page 4, lines 2-12, was denied based on her
observation that granting me access to her financial records would be contrary to our pre-nuptial agreement which we have scrupulously followed during the 50
years of our maniage. 1 respect her decision.
1 requested our tax accountant to prepare separate tax retums. He did so and the additional tax that I would be required to pay in a separate return would be a
substantial burden. I believe that I have made a good faith effort to comply with the reporting provisions of the law.
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.