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Petitioner’s Financial Status
On February 28, 2003, petitioner and Mr. Bartak signed a
Form 433-A, Collection Information Statement for Wage Earners and
Self-Employed Individuals. The Form 433-A contained the
following statements: Petitioner and Mr. Bartak owned the home
that they purchased in July 1984 for $200,000, with a current
value of $236,590, a loan balance of $86,931, and a monthly
payment totaling $1,698; they had no dependents they could claim
on their tax return; they had two checking accounts, one at US
Bank and the other with F&A Federal Credit Union, with a total
balance of $9,014; and they had “other” accounts, two with
Whittier Municipal Credit Union, one with F&A Credit Union, and
one with A.G. Edwards & Sons, Inc., with a total balance of
$46,689. Their investments (Form 433-A investments), listed as
totaling $285,872, included: (1) Horizons (Deferred Comp) with a
current value of $80,949; (2) Keyport (Annuity) with a current
value of $17,163; (3) New York Life (Var. Annuity) with a current
value of $42,524; (4) Uniprop Income FWD II with a current value
of $17,500; (5) U.S. Savings Bonds with a current value of
$13,300; (6) U.S. Savings Bonds (Ann’s Trust) with a current
value of $2,450; (7) Cornerstone with a current value of $72,000;
(8) Lucent Technologies with a current value of $3,685; (9)
N.C.R. with a current value of $88; (10) Vodaphone with a current
value of $1,176; (11) Verizon with a current value of $5,851;
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