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DOJ-OGR-00009492.jpg

Source: IMAGES  •  financial/deutsche_bank  •  Size: 474.7 KB  •  OCR Confidence: 92.9%
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Case ileal deeeieaeaaiay Var, 7 unammnameaaeeieiiel 117 aoa nau fF Whe NNN NM NS NPP Be ee PPP ee WrPW NP OW OA RU Fw NeP OW 14 CAC3PARC myself the other night, if somebody had said to me, and again I apologize for the example, I won't try to belabor it. But December 28 in year one if I gave 10,000 shares of IBM to a charity and 10,000 shares to my daughter, right, and I said to my broker just move them into those -- 10,000 to charity, 10,000 to my daughter. And the broker made a mistake. And here's what makes it so tricky. The shares to the charity were IBM; the shares to my daughter were Philip Morris. They reversed it. The charity calls January 2nd and says we can't take tobacco stock, We can't accept your gift. I call the broker, I say what about this. He says we'll just reverse it. It was our mistake, We'll send the Philip Morris to your daughter and we'll send the IBM to the charity. And they reverse it and they put as of December 28 because they reverse it and do it at December 28 prices and it all shows up on the January statement, If I said to Mr, Parse, if I said to me -- the Court may be situated differently, the Court's been educated by this trial. If I said can I put that tax deduction on my year one return, in that situation, even though it was mistake, it never got accepted, I'd say I don't know, you should ask a tax lawyer. And that's what Mr. Parse said. He made the transactions, he made the change, not a single document at Deutsche Bank reflected that this happened other than the as of which was a reflection of what the pricing was. SOUTHERN DISTRICT REPORTERS, P.C, (212) 805-0300 DOJ-OGR- 00009492

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Filename DOJ-OGR-00009492.jpg
File Size 474.7 KB
OCR Confidence 92.9%
Has Readable Text Yes
Text Length 1,649 characters
Indexed 2026-02-03 17:47:15.957577

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