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APPENDIX
EVENT DATE OF EVENT
Docket No. 20784-91 Docket No. 23983-92 Docket No. 13503-94
1986 1987 1988 1989 1991
Filed Federal income tax
09/04/87 Timely Timely Timely 04/14/93
returns
Commenced examination 09/12/88 11/01/88 03/28/91 02/15/91 09/13/93
Initial interview 10/20/88 unknown unknown 03/08/91 unknown
Prepared Report
Transmittal, Reviewed and 02/28/89 02/28/89 unknown unknown unknown
Approved for Appeals
Received petitioners'
Written Protest for an 07/03/89 07/03/89 02/11/92 02/11/92 08/01/94
Appeals Conference
Appeals officer assigned 07/18/89 07/18/89 unknown unknown 09/29/94
Scheduled Appeals
08/01/89 08/01/89 03/04/92 03/04/92 09/30/94
conference
Held Appeals conference 10/31/89 10/31/89 04/28/92 04/28/92 unknown
Respondent mailed
04/10/91 04/10/91 unknown unknown unknown
settlement offer
Petitioners rejected
05/28/91 05/28/91 07/16/92 07/16/92 unknown
settlement offer
Issued Notice of Deficiency 06/14/91 06/14/91 07/30/92 07/30/92 04/29/94
Filed Petition 09/16/91 09/16/91 10/27/92 10/27/92 07/28/94
Petitioner filed status
report with Tax Court on 06/08/94 06/08/94 06/08/94 06/08/94 06/08/94
proposed legislation
Reconsidered settlement 06/13/94 06/13/94 06/13/94 06/13/94 n/a
Respondent filed status
report with Tax Court on 01/27/95 01/27/95 01/27/95 01/27/95 01/27/95
proposed legislation
Respondent filed second
status report with Tax
09/26/97 09/26/97 09/26/97 09/26/97 09/26/97
Court on proposed
legislation
Petitioner filed second
status report with Tax
12/02/98 12/02/98 12/02/98 12/02/98 12/02/98
Court on proposed
legislation
Settlement conference with
09/02/99 09/02/99 09/02/99 09/02/99 09/02/99
Appeals
Stipulated decision entered
02/29/00 02/29/00 02/29/00 02/29/00 02/29/00
by Tax Court
Assessment of tax,
05/29/00 05/29/00 05/29/00 05/29/00 05/29/00
penalties, and interest
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Last modified: May 25, 2011