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The following distributions were made from petitioner's
retirement accounts:
Year SBC 1, 2, 3 SBC 401K OCTFCU Other
2001 $32,000 $44,180 $12,118 ---
2002 --- --- 25,000 ---
2003 --- --- 36,439 ---
2004 --- --- --- $70,000
2005 --- --- --- 17,000
Of the above distributions, petitioners claim that the following
amounts are part of the series of substantially equal annual
payments that began in 2001:
Year SBC 1, 2, 3 SBC 401K OCTFCU Other
2001 $25,000 --- --- ---
2002 --- --- $25,000 ---
2003 --- --- 12,000 ---
2004 --- --- --- $12,000
2005 --- --- --- 12,000
As shown above, the distributions that petitioners claim to
be part of the series of substantially equal periodic payments
were made in different amounts. The amount of the annual payment
for 2001 and 2002 is $25,000, whereas the amount of each of the
annual payments allegedly made after 2002 is $12,000.
Furthermore, the distributions that petitioners claim to be
part of the series of substantially equal periodic payments were
made from different accounts. The account from which the alleged
periodic payment was distributed in 2002, i.e., OCTFCU, is
different from the account from which the payment was distributed
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Last modified: March 27, 2008