Richard Paul Matsch
2014Annual
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Pull out the substance of this filing.
What was filed
11
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Abbott Lab - common — Int/Div
Abbvie - common — Int/Div
Wells Fargo Bank - checking — Interest
Merck - common — Int/Div
Wells Fargo Bank - checking — Interest
First Clearing Wells Fargo - brokerage — Interest
First Clearing Wells Fargo - brokerage — Int/Div
Bank NY Mellon « common — Int/Div
Hospira, Inc
Potomac Electric Power (Pepeo Holdings) common — Int/Div
3M (Minn. Mining & Mfg.) - common — Int/Div
Part VIL. Investments and Trusts
Lines I-11
Because [ll JI has declining health because of advanced age and illness and because of the loss of financial records in & flood of our house on September 12,
2013, our 2013 tax return was not filed until October, 2014. As | reported in my 5-12-14 reort, it was necessary for us to liquidate many of Ji] securities to pay
for restoration of our property. That was done by one of JIN by a power of attorney with the advice of a financial advisor. Information provided to me
for our 2013 tax return provides the following information as to those sales in 2013,
* First Commawealth common gain E
* IBM common gain G
* Norfolk Southern common gain E
Merck common gain F
Abbott Lab common gain F
3M common gain F
Nuveen Muni loss A
* All shares sold.
Line 2 - Abbvie is a spin-off from Abbott Labs.
1 have provided more information concerning JIN investments than in prior reports because 1 have had to become more involved to assist JN in
management of JIN finances.
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