US Tax Court
Marilyn Patriot )
Petitioner ) Docket No. 4173-08
v. ) Response to Draft Stipulations
CIR )
Respondent )
Petitioner herby files her response to the draft stipulations dated July ___,2009 (date unreadable).
- Petitioner was and is a resident of Wyoming, not Montana at the time the petition in this case was filed.
- Admits receiving the NOD, but denies receiving the distribution from AIG in TY 2004.
- Admits receiving the NOD, but denies the amount of the taxable distribution from pensions.
- Petitioner respectfully refuses to answer based on the Fifth Amendment grounds that she may incriminate herself.
- Denies the taxable distribution from pensions as she did not receive a distribution from AIG in TY 2004.
- Denies the amount listed for taxable distributions of pensions. In particular, she did not receive the distribution from AIG in TY 2004.
Note: Petitioner received a distribution from Vanguard in 2004 and a distribution from AIG in 2005. The Stipulation lists receiving AIG distribution for both years. Petitioner denies this.
- Admits exhibit 5-R is attached, but see paragraph 6 above.
- Admits exhibit 6-R is attached, but see paragraph 6 above.
- Denies receiving a distribution in 2004, but not in 2005. See paragraph 6 above.
- Admits.
- Admits.
- Admits
- Admits receiving a distribution, but the correct figure is $8300.
- Admits.
- Admits
- Admits
CERTIFICATE OF SERVICE: I hereby certify that on or about this date, I mailed properly a copy of this pleading to the Respondent at District Counsel’s office of 1244 Speer Blvd., #500, Denver, CO as well as the Court Clerk at 400 Second St, NW, Washington, DC.
________________________ Date: ___________________________
Marilyn Patriot
Buffalo, WY 82834