Edward H. Jones, III - Page 6




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          Self-Employed Individuals, in place of Form 433-F (see Braun v.             
          Commissioner, T.C. Memo. 2005-221, n.7); copies of his bank                 
          statements from January 1 to November 14, 2001; his last two                
          paycheck stubs; brokerage information; and mortgage balance.                
               On December 13, 2001, petitioner mailed to Krogue the                  
          material she had requested.  Petitioner followed up with Krogue             
          on January 7, 2002, but was unable to reach her.  Krogue returned           
          petitioner’s call on January 8, 2002, and explained that she                
          would call petitioner the following week and that petitioner                
          should make a payment on his outstanding tax obligation.                    
          Petitioner sent a check for $812 to Krogue in response to her               
          request.  This was the monthly interest amount set forth in the             
          first installment proposal, described supra.  Krogue received               
          petitioner’s check on January 10, 2002, and petitioner was                  
          credited with an $812 payment as of January 10, 2002.                       
               Petitioner telephoned Krogue on January 30 and February 8,             
          2002, and left messages because Krogue had not called him.  On              
          February 14, 2002, Krogue called petitioner, told him she had               
          been overwhelmed at work and had not yet looked at the materials            
          he had sent in December, and promised to get to his case in the             
          next week.  Krogue had not been able to deal with petitioner’s              
          case because of the following:  Holiday leave; ICS being down;              










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