Richard Paul Matsch
2010
Ask Donna
Pull out the substance of this filing.
What was filed
12
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
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
First Clearing Wells Fargo — 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
In Part VII, page 4, lines 2-13 Column C was not Copper because all of those items of income were from securities that are solely owned by!’
1 and
oem
I 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
i “owned is our residence.
We file aj ! tax 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
1 has 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. I respect her decision
I 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. 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.