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and an updated Form 433-A Financial Statement will be
provided upon request.
_____________________
1 1985 has been assessed but has not been included
in the group of Notices to Intent to Levy dated
March 21, 2005.
Petitioners’ financial information provided on Form 433-A,
Collection Information Statement for Wage Earners and Self-
Employed Individuals, listed two checking accounts with a total
balance of $1,186; two investment accounts totaling $44,051; and
two automobiles. They listed their residence as valued at
$131,440, with an outstanding loan of $93,000. Petitioners’
income and expenses were shown as follows:
Total Monthly Income
Source Gross Monthly
Wages (Robert Bergevin) $2,750
Wages (Grace Bergevin) 635
Pension/Social Security (Robert Bergevin) 909
Pension/Social Security (Grace Bergevin) 1,483
Other 363
Total 6,l40
Total Monthly Living Expenses
Expense Items Actual Monthly
Food, clothing, and misc. $1,280
Housing and utilities 1,138
Transportation 1,210
Health care 391
Taxes (income and FICA) 637
Other expenses 545
Total 5,201
After the exchange of financial information, petitioners
proposed to pay $20,652 in full satisfaction of their then
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