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Activity Date
Petitioners file their 1984 Apr. 15, 1985
return
Pre-TEFRA test cases begin in 1989
Tax Court
Ms. Sullivan is assigned to May 1991
Swanton programs
Tentative basis of settlement Sept. 1991
is reached for TEFRA
Swanton programs
Respondent files last brief in Aug. 14, 1992
pre-TEFRA Swanton Tax Court
litigation
Final agreement on terms of Sept. 1993
settlement is reached
Ms. Sullivan sends closing February/March 1996
agreements to Redwood
Redwood’s TMP and counsel End of 1997
inform Ms. Sullivan that
the computations for
Redwood were based on
incorrect investment
numbers
Ms. Sullivan sends revised First quarter 1998
closing agreements to
Redwood
South Bay’s TMP signs closing Mar. 13, 1999
agreement
Respondent countersigns South July 19, 1999
Bay closing agreement
Respondent issues notice of Feb. 9, 2000
adjustment to petitioners
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Last modified: May 25, 2011