Joseph W. Evans, Jr. and Mildred S. Evans - Page 8




                                        - 8 -                                         
                    Commissions - $3,840.00 for the product wholesale                 
               distribution (J&R products) Schedule C.                                
                    Supplies - $2,295.00 for the Primerica Schedule C                 
               and $1,753.00 for the product wholesale distribution                   
               (J&R products) Schedule C.                                             
                    Travel - $1,745.00 for the Primerica Schedule C.                  
                    Meals & Entertainment - $1,289.00 for the                         
               Primerica Schedule C.                                                  
                    Schedule A taxes - $565.00.                                       
               On March 7, 1996, petitioners filed a motion to continue               
          this case from March 11, 1996, Jacksonville, trial session.  In             
          their motion, petitioners represented to the Court, inter alia:             
                    2.  The Petitioners have attended two pre-trial                   
               meetings with Mr. Howard P. Levine, Senior Attorney                    
               with the District Counsel and have been trying in a                    
               timely manner to agree on the "stipulations of facts."                 
               Mr. Levine has insinuated several times that the case                  
               may be resolved without trial.                                         
                    3.  During the second conference on March 5, 1996,                
               there were obviously several areas in which Petitioners                
               and the Respondents disagree.  Millie and I as                         
               Petitioners, believe that our documentation is                         
               sufficient (according to the tax code) to prove the                    
               claims we made on the return.  However the Respondents                 
               will not accept our current documentation as sufficient                
               proof.  We need more time to obtain affidavits and                     
               subpoena witnesses, to provide sworn testimony                         
               regarding our claims.  We also need time to secure                     
               copies of canceled checks, copies of invoices, and                     
               other records which can be obtained with some effort,                  
               but it will take more time.                                            
               At the call of the calendar of the March 11, 1996,                     
          Jacksonville, trial session, the Court granted petitioners'                 
          motion to continue, filed March 7, 1996.  After the case was                
          continued, respondent by letter dated April 9, 1996, asked                  
          petitioners for additional information to substantiate the                  
          disallowed deductions still in issue.                                       

Page:  Previous  1  2  3  4  5  6  7  8  9  10  11  12  Next

Last modified: May 25, 2011