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respect to that real estate, and he was required to make monthly
payments totaling $3,929.59 with respect to those loans.
In section 7 of petitioner’s June 24, 2005 Form 433-A,
petitioner indicated that he did not own or lease any automobiles
and did not respond to the question asking whether he owned any
personal assets (e.g., furniture/personal effects) or business
assets.
In section 9 of petitioner’s June 24, 2005 Form 433-A,
petitioner listed various income items and various living expense
items. With respect to the income items listed in that section,
petitioner indicated that he had total monthly income of
$4,342.33 consisting of $2,708.33 of monthly income from wages
and $1,634 of monthly income from his pension and/or Social
Security benefits. With respect to the monthly expense items
listed in section 9 of petitioner’s June 24, 2005 Form 433-A,
petitioner indicated that he had total monthly living expenses of
$5,658.94 consisting of $3,463.94 of monthly expenses for housing
and utilities and $2,195 of monthly expenses for court-ordered
payments.
On August 2, 2005, the settlement officer sent a letter to
petitioner. In that letter, the settlement officer stated in
pertinent part:
I recently received the offer in compromise file to be
associated with the CDP case file. I am making an
Appeals Referral Investigation request to have the
offer analyzed along with the supporting documentation
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Last modified: March 27, 2008