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On the Form 433-A, petitioner listed the following assets:
Asset Current Balance/Value Loan Balance
Checking accounts $2,515 n/a
Savings accounts 3,031 n/a
Fidelity 401(k) 178,483 -0-
Other stock 7,597 -0-
Cash on hand 200 n/a
1990 Toyota 4- 1,350 -0-
Runner
1981 Toyota Pickup De minimis -0-
1993 Yamaha 225 950 -0-
House 140,000 $37,145
Total 334,126 37,145
The reported value of the Fidelity section 401(k) plan account
reflected only 70 percent of its then-current value. The
reported value of the house reflected an 80-percent “quick-sale”
value.
Petitioner reported gross monthly income of $3,929,
representing petitioner’s and Mrs. Ertz’s pension and Social
Security payments. Petitioner also reported the following
monthly living expenses:
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Last modified: May 25, 2011