- 16 -
for other secured debt (lease payments);8 and $412 for other
expenses consisting of attorney’s fees. This brought their total
expenses to $5,5649 per month.
Attached to the Form 433-A were the following: A uniform
residential appraisal report for petitioner and Mr. Ellison’s
home with an estimate of fair market value, as of June 29, 1999,
of $150,000; Monroe Bank & Trust statements for petitioner and
Mr. Ellison (1) dated January 17, 2003, which listed their
average balance of $776.30, a beginning balance of $1,060, and an
ending balance of $404.42 in their “regular personal account”,
(2) dated January 23, 2003, which listed a beginning balance of
$5,728.73 and an ending balance of $4,890.64 in their “Personal
M.M.P.” account, and (3) dated January 23, 2003, listing a
balance of $137.50 in their “savings” account; a Monroe Bank &
Trust Employee Savings Trust statement with a current and vested
balance as of February 13, 2003, totaling $54,924.97; a Fidelity
account statement listing a closing and vested balance as of
February 14, 2003, totaling $28,880.89; a Fidelity account
statement listing a closing and vested balance as of January 23,
2003, totaling $102,892.44 ($73,355.46 in Ford Tesphe and
$29,536.98 in IISI, Inc.); a Form 5498, IRA Contribution
8 The Form 433-A, however, states that transportation
expense includes lease payments.
9 On the Form 433-A, petitioner and Mr. Ellison listed this
total as $5,659.
Page: Previous 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 NextLast modified: May 25, 2011