Richard Paul Matsch
2008
Ask Donna
Pull out the substance of this filing.
What was filed
13
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- HE QL ow
As filed
Checking Account, Wells Fargo Bank — Interest
Abbott Lab - common — Int/Div
IBM - common — Int/Div
Merck - common — Int/Div
First Commonwealth Financial Corp — Int/Div
3-M (Minn. Mining & Mfg.) — Int/Div
Potomac Electric Power (Pepco Holdings) — Int/Div
Norfolk Southern Corp. — Int/Div
Hospira, Inc
Bank NY Mellon — Int/Div
Wachovia Securities — Int/Div
Wachovia Securities — Interest
Mcdco Health Solutions — Sold
Spouse's income — 2. — HE QL ow
Part VII. Investments and Trusts
Line 9 - no income received
Line 10 - Bank NY Mellon acquired Mellon Financial Corp. during 2007. .
Lines 11 & 12 - Wachovia Securities acquired A.G. Edwards & Sons account was transferred.
Line 15 - I had no knowledge of Medco Health Solutions before preparation of the 2008 income tax return. I understand that it was a spin-off from Merck in 2003
and there was no income received from it before this sale. | have reviewed the applicable court records and do not find any indication that this company was in any
litigation before me.
In Part VII, page 4, lines 2-13 Column C was not completed because all of those items of income were from securities that are solely owned by GED
1 have no knowledge of the value of those securities.
had an investment portfolio before we were married. By premarital agreement, she has always
maintained her own finances with a separate bank account, her own brokerage account, her own financial adviser and her own books and records. The only asset
SB owned is our residence.
We file a} tax return and 1 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. 1am willing to sign the return in reliance on her honesty
in reporting.
as provided me with the identification of her sources of investment income to enable me to comply with the disqualification requirements of 28
U.S.C. Sec. 445. 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 marriage. | respect her decision.
1 requested our tax accountant to prepare separate tax returns. He did so and the additional tax that I would be required to pay in-a separate return would be a
substantial burden. 1believe that | 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.