- 6 - petitioner to ascertain petitioner’s position regarding an Appeals conference that had been scheduled for February 10, 2003. On January 16, 2003, AO Leduc received petitioner’s written position. As scheduled, AO Leduc, petitioner and Mr. Schultz met for an Appeals conference on February 10, 2003. Mr. Schultz contacted AO Leduc on March 17, 2003, and stated that the requested documents would be mailed the next day. After receiving the documents on March 26, 2003, AO Leduc initiated review of the material on April 1, 2003. After reaching a decision on April 2, 2003, AO Leduc mailed the decision to Mr. Schultz and also sent the case to respondent’s technical section for final computation. On May 12, 2003, AO Leduc mailed to Mr. Schultz Form 870-AD, Offer to Waive Restrictions on Assessment and Collection of Tax Deficiency and to Accept Overassessment. After a telephone call from each party, AO Leduc received the signed Form 870-AD on June 5, 2003, signed it, and sent it to Appeals Team Manager Chester Kreidich (ATM Kreidich). On June 5, 2003, AO Leduc prepared an “Appeals Transmittal and Case Memo.” On June 12, 2003, ATM Kreidich signed the Form 870-AD. On July 7, 2003, the Tampa Appeals Office closed petitioner’s case. The Tampa Appeals Office thereafter sent petitioner’s case file to the Jacksonville Appeals Office to complete processing the case. On July 15, 2003, the JacksonvillePage: Previous 1 2 3 4 5 6 7 8 9 10 11 12 NextLast modified: March 27, 2008