Shirley L. Johnson - Page 6




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                    THE COURT:  The respondent has asked for                           
               universities and colleges attended.  Have you been able                 
               to provide that information?                                            
                    MS. IZEN:  I suppose that we could supplement that                 
               with the names of the universities.                                     
                    THE COURT:  Respondent has asked for that                          
               information, the areas of study and degrees awarded.                    
               Have you provided that information?                                     
                    MS. IZEN:  I don’t see the specific names of the                   
               university.  It says she had two years of college, and                  
               it does say colleges attended.  So we could get the                     
               name of that.                                                           
                    THE COURT:  I would direct that within two weeks                   
               you provide that supplemental information to                            
               respondent.                                                             
                    Are there other specific aspects of Interrogatory                  
               No. 38 that you feel have not been satisfied,                           
               Ms. Chirich?                                                            
                    MS. CHIRICH:  No.  We were just curious about                      
               whether she had training in accounting.  She either                     
               does or doesn’t.  It’s not specific enough on her                       
               resume to let us know what kind of training she has had                 
               to do the job she is doing for this company that we                     
               think is selling the trusts.  We don’t know whether she                 
               is a sales person in that company.  That is why we are                  
               looking to see what her duties are.  Or whether she                     
               merely just types letters and envelopes or whether she                  
               actually promotes and gives seminars herself on these                   
               trusts.                                                                 
                    MS. IZEN:  Your Honor, I respectfully submit that                  
               that really doesn’t get to the basics of this lady’s                    
               tax stuff.  The types of questions that they are asking                 
               appear to be for other reasons.  What they did was took                 
               her information and they disallowed all of her business                 
               expenses.  The issue of whether or not she should have                  
               gone into a trust is totally separate from                              
               substantiating her business deductions.  The way they                   
               phrased that, that they want to know whether she had                    
               accounting experience, doesn’t have anything to do with                 
               the issue.                                                              






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Last modified: May 25, 2011