Richard Paul Matsch

2011Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 12

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

IBM - common — Int/Div

Checking Account, Wells Fargo Bank — Interest

Abbou Lab - common — Int/Div

Merck - common — Int/Div

First Commonwealth Financial Corp — Int/Div

3M (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 VIL. Investments and Trusts

Line 9 - no income received

In Part VIL, page 4, lines 2-12 Column C was not completed because all of those items of income were from securities that are solely owned by my = and

1 have no knowledge of the value of those securities. My [0 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

Jointly owned is our residence.

We file a joint tax return and | understand that raises « 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,

My 000 has provided me with the identification of her sources of mvestment income to enable me to comply with the disqualification requirements of 28 US.C.

Sec. 445. My request to provide the additional imformation 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 53 years of our

marriage. respect her decision,

1 requested our tax accountant to prepare separate tax retums. He did so and the additional tax that | would be required to pay in a separate return would be a

substantial burden, | believe 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.

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Richard Paul Matsch | Frix